OA
Oasis Advisors, LLC
分散型投资策略高频交易型趋势追踪型
申报总市值
US$5.1亿
申报季度: 2026-03-31 · 持股只数: 210
Oasis Advisors, LLC在最新一期 13F 报告中披露了 210 项持股，申报期为 2026-03-31，总持股市值约为 US$5.1亿，季度换手率为 140.9%。
机构性格雪花图
- 集中度
- 9.39
- 持仓稳定性
- 100
- 动能／逆势
- 100
- 行业集中度
- 54.08
- 多样化
- 100
- 仓位均衡度
- 80.13
近期动向
减仓 XMMO
+3083.1% US$759.5万
加仓 AAPL
+2093.9% US$2359.5万
加仓 GLDI
+1761.6% US$2096.2万
减仓 SCHG
+3337.1% US$652.3万
加仓 NVDA
+2060.8% US$1497.6万
加仓 VOO
+3306.2% US$1200.3万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.98% | +5.98% | NEW | |
| 2 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 5.49% | -5.27% | +3083.08% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.88% | +4.24% | +2093.94% | |
| 4 | GLDI | UBS AG Et Gl Shr Covr Cl Etn | ETF-其他 | 4.37% | +3.71% | +1761.62% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.11% | -3.51% | +3337.08% | |
| 6 | USMC | Principal US Mega-cap ETF | ETF-其他 | 3.75% | — | +2285.01% | |
| 7 | PCMM | Bblx Private Credit Clo ETF | ETF-其他 | 3.12% | +0.48% | +4673.21% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.10% | +2.69% | +2060.77% | |
| 9 | ETN | Eaton Corporation plc | 股票-工业 | 2.85% | +2.85% | NEW | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | +2.17% | +1623.11% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.61% | +2.61% | NEW | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.45% | +2.20% | +3306.16% | |
| 13 | PM | Philip Morris International | 股票-非周期性消费 | 2.32% | +2.00% | +1819.43% | |
| 14 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.11% | +2.11% | NEW | |
| 15 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 2.09% | — | +6893.46% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.86% | -0.12% | +5348.85% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.68% | +1.43% | +1875.08% | |
| 18 | TSLY | Yieldmax Tsla Option INC ETF | ETF-其他 | 1.65% | +1.35% | +2698.68% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 1.39% | +1.13% | +1407.99% | |
| 20 | CBTO | Calamos Bitcoin 80 Str-oct | ETF-加密货币 | 1.26% | +1.26% | NEW | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 1.26% | +1.07% | +1872.08% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | +0.98% | +1982.00% | |
| 23 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.13% | -0.10% | +2928.70% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.10% | +0.95% | +2142.76% | |
| 25 | MSTR | Strategy INC | 股票-科技 | 1.07% | +0.63% | +695.62% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.02% | +0.83% | +1240.53% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.96% | +0.84% | +1474.26% | |
| 28 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.90% | +0.90% | NEW | |
| 29 | OVT | Overlay Shares Shrt Term Bon | ETF-其他 | 0.89% | +0.89% | NEW | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.87% | +0.62% | +890.35% | |
| 31 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.76% | +0.44% | +600.21% | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.74% | +0.53% | +1063.87% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | +0.72% | NEW | |
| 34 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.70% | — | +2800.67% | |
| 35 | EVSM | Eaton Vance Shrt Dur Muni | ETF-其他 | 0.68% | — | +1703.67% | |
| 36 | ACII | Innovator Index Ac In St ETF | ETF-大型股与成长 | 0.68% | +0.68% | NEW | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.62% | +0.62% | NEW | |
| 38 | OWNB | Bitwise Bitcoin Std CORP ETF | ETF-加密货币 | 0.62% | — | +3829.27% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工业 | 0.58% | +0.45% | +1101.43% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.58% | +0.58% | NEW | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | +0.57% | NEW | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.54% | +0.54% | NEW | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | +0.52% | NEW | |
| 44 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.52% | -2.18% | -47.25% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | +0.50% | NEW | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.45% | — | +1719.10% | |
| 47 | AMAT | Applied Materials INC | 股票-科技 | 0.41% | — | — | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | — | — | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.38% | — | — | |
| 50 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.38% | — | +958.43% |
1–50 of 210
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Oasis Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Msci Eafe ETF (EFA); 清仓: Invesco Nasdaq 100 ETF (QQQM); 新建仓: Eaton Corporation plc (ETN); 新建仓: Alphabet Inc-cl C (GOOG); 新建仓: Ishares Gold Trust (IAU).
FAQ
Oasis Advisors, LLC 是什么机构？属于哪种投资人类型？
Oasis Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$5.1亿，分布在 210 个已申报仓位之中。
Oasis Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Oasis Advisors, LLC 按市值排列的前几大持股为：
1. Ishares Msci Eafe ETF (EFA) — US$3042.3万 (6.0%)
2. Invesco S&p Midcap Momentum (XMMO) — US$2790.7万 (5.5%)
3. Apple INC (AAPL) — US$2480.6万 (4.9%)
4. UBS AG Et Gl Shr Covr Cl Etn (GLDI) — US$2221.0万 (4.4%)
5. Schwab US Large-cap Growth (SCHG) — US$2089.6万 (4.1%)
Oasis Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Oasis Advisors, LLC 共进行了 50 项显著调整：新建仓 15 个仓位、加仓 24 个既有持股、减仓 1 个仓位，并完全清仓 10 个持股。 其中幅度最大的异动：新建仓: Ishares Msci Eafe ETF (EFA); 清仓: Invesco Nasdaq 100 ETF (QQQM); 新建仓: Eaton Corporation plc (ETN); 新建仓: Alphabet Inc-cl C (GOOG); 新建仓: Ishares Gold Trust (IAU)
Oasis Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Oasis Advisors, LLC 的主要板块分布如下：
• Information Technology: 34.8%
• Industrials: 12.1%
• Financials: 11.1%
• Consumer Discretionary: 9.1%
• Consumer Staples: 8.8%
• Communication Services: 8.8%
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