13FBOX
Oak Barrel Wealth Advisory LLC · 13F 持仓分析
期权收益计算器 机构排行

Oak Barrel Wealth Advisory LLC

No.6706 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.26亿
环比变动 Q1 2026
+$5,915.1万+35.4%
持仓股票数
86
新买入
10
加仓
43
减仓
21
清仓
3
持股不变
12
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PPUTNAM ETF TRUSTPVAL
32.46%32.44%$7,351.6万144.3万股$5,427.2万119.1万股+25.2万股+21.16%加仓
IiShares安硕信托IVV
11.41%8.29%$2,583.9万3.5万股$1,387.7万2.0万股+1.4万股+70.30%加仓
JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK
5.94%5.81%$1,345.5万12.1万股$971.5万10.8万股+1.3万股+11.84%加仓
B贝莱德ETF信托BAI
5.88%$1,331.6万25.3万股$00股+25.3万股新买入
JJPMORGAN INTERNATIONAL VALUE ETFJIVE
4.74%2.3%$1,074.3万11.7万股$385.2万4.8万股+6.9万股+143.48%加仓
G高盛ETF信托GSEW
3.62%$820.9万8.7万股$00股+8.7万股新买入
IiShares安硕信托IXN
2.46%4.24%$557.2万3.9万股$709.2万6.8万股-2.9万股-42.90%减仓
苹果AAPL
2.17%3.33%$491.1万1.7万股$556.4万2.0万股-3,494股-17.07%减仓
IiShares安硕信托DGRO
1.49%1.86%$337.0万4.4万股$310.9万4.5万股-313股-0.70%减仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
1.29%1.9%$292.1万1.2万股$318.3万1.6万股-4,359股-27.35%减仓
微软MSFT
1.28%2.35%$290.4万7,786股$392.7万8,120股-334股-4.11%减仓
IiShares安硕信托USMV
1.19%1.56%$268.9万2.8万股$261.2万2.8万股+132股+0.48%加仓
亚马逊AMZN
1.14%1.42%$257.8万1.1万股$238.4万1.0万股+488股+4.73%加仓
英伟达NVDA
1.08%1.21%$245.2万1.2万股$202.5万1.1万股+1,391股+12.81%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
1.04%1.75%$235.4万5.0万股$293.5万6.2万股-1.2万股-19.10%减仓
IiShares安硕信托ITOT
0.94%1.15%$212.9万1.3万股$192.2万1.3万股+36股+0.28%加仓
IiShares安硕信托ITOT
0.87%1.1%$197.2万1.2万股$183.5万1.2万股-267股-2.17%减仓
谷歌AGOOGL
0.85%0.84%$192.2万5,377股$140.2万4,478股+899股+20.08%加仓
摩根大通JPM
0.85%1.4%$192.0万5,865股$235.0万7,292股-1,427股-19.57%减仓
IiShares安硕信托IWD
0.83%0.97%$187.6万7,738股$163.1万7,752股-14股-0.18%减仓
AAlphabet Inc Class CGOOG
0.82%0.94%$185.7万5,256股$158.0万5,036股+220股+4.37%加仓
IiShares安硕信托IEFA
0.79%0.99%$178.0万1.8万股$165.2万1.8万股-31股-0.17%减仓
伯克希尔哈撒韦BRK.B
0.76%1.08%$173.0万3,458股$181.4万3,608股-150股-4.16%减仓
G通用动力VTI
0.71%0.98%$160.6万4,340股$164.7万4,914股-574股-11.68%减仓
摩根大通交易所交易基金CET
0.64%0.85%$145.9万2.9万股$142.9万2.8万股+503股+1.77%加仓
埃克森美孚XOM
0.6%0.71%$134.9万9,868股$118.1万9,812股+56股+0.57%加仓
V先锋领航全球基金VGT
0.59%0.59%$133.1万1.1万股$98.1万1,301股+9,838股+756.19%加仓
IiShares安硕·RUSSELLIWM
0.53%0.58%$119.4万3,974股$97.5万3,961股+13股+0.33%加仓
I景顺QQQ信托VOO
0.48%0.55%$109.6万1,489股$91.4万1,488股+1股+0.07%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
0.48%0.39%$108.4万1,692股$66.0万2,193股-501股-22.85%减仓
Meta平台META
0.47%0.7%$106.2万1,886股$117.8万1,784股+102股+5.72%加仓
V先锋领航·MIDVO
0.46%0.56%$104.9万1.3万股$94.0万3,239股+9,782股+302.01%加仓
强生JNJ
0.44%0.49%$99.9万3,933股$81.2万3,922股+11股+0.28%加仓
IiShares安硕·MSCIQUAL
0.41%0.5%$93.8万4,273股$83.9万4,223股+50股+1.18%加仓
FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI
0.4%0.51%$91.2万3.6万股$86.1万3.5万股+1,593股+4.60%加仓
CCACI国际CACI
0.38%0.59%$85.2万1,839股$98.0万1,839股00.00%持仓不变
VisaV
0.37%0.51%$84.0万2,449股$85.5万2,438股+11股+0.45%加仓
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
0.35%0.43%$80.1万1.0万股$71.9万1.0万股+56股+0.56%加仓
V先锋领航指数基金VOO
0.35%0.32%$79.3万1,155股$53.5万852股+303股+35.56%加仓
IiShares安硕信托IYF
0.35%0.47%$78.4万6,149股$78.8万6,113股+36股+0.59%加仓
万豪MAR
0.34%0.38%$76.0万2,050股$63.4万2,043股+7股+0.34%加仓
博通AVGO
0.33%0.41%$74.3万1,968股$67.9万1,962股+6股+0.31%加仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.31%0.34%$69.4万1,762股$56.9万1,762股00.00%持仓不变
WWisdomTree信托DLN
0.29%0.35%$65.0万6,744股$58.9万6,684股+60股+0.90%加仓
J摩根大通交易所交易基金JGRO
0.27%0.83%$61.8万6,268股$138.7万1.5万股-8,675股-58.05%减仓
IiShares比特币ETFIBIT
0.27%0.8%$61.6万1.9万股$133.9万2.7万股-8,470股-31.41%减仓
IiShares安硕·COREIJH
0.26%0.31%$60.0万7,779股$51.3万7,778股+1股+0.01%加仓
特斯拉TSLA
0.25%$57.0万1,356股$00股+1,356股新买入
PPROFESIONALLY MANAGED PORTFOAKRE
0.25%1.19%$57.0万1.1万股$199.8万3.1万股-2.0万股-64.87%减仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.25%0.28%$56.8万2,568股$46.5万2,568股00.00%持仓不变

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