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SILVER OAK SECURITIES, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SILVER OAK SECURITIES, Inc
报告期 2026-03-31 · CIK 0001080576
持仓数
781
前50大市值合计
$670.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q1
22Q3
22Q1
22Q3 调仓
2022-03-31 → 2022-09-30 · 共 150 项
建仓 37
增持 64
减持 32
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$31.7M
429,148
增持
FTCS
First Tr Capital Strength ETF Db Strategic Value Index
-$21.1M
330,321
+22%
增持
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
-$14.0M
1,214,905
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+97%
减持
TIP
iShares TIPS Bond
-$13.4M
114,745
-3%
建仓
TFLO
iShares Treasury Floating Rate Bond
+$7.4M
303,422
增持
BIL
SPDR SER TR
+$7.2M
324,561
+14606%
增持
STIP
ISHARES TR
+$7.0M
76,486
+1970%
建仓
USFR
WisdomTree Floating Rate Treasury Fund
+$6.7M
224,416
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$6.0M
131,597
增持
AAPL
Apple Inc
-$5.4M
118,496
+53%
增持
FVD
First Trust Value Line Dividend Index Fund
+$5.4M
508,631
+250%
减持
BND
Vanguard Total Bond Market
-$5.1M
46,670
-44%
增持
SCHD
Schwab US Dividend Equity
+$5.0M
130,929
+1112%
清仓
HNDL
STRATEGY SHS
-$4.9M
0
-100%
建仓
CGDV
Capital Group Dividend Value Etf
+$4.6M
205,952
增持
RDVY
First Trust Rising Dividend Achievers ETF
+$4.5M
374,144
+361%
减持
VIG
Vanguard Dividend Appreciation
-$4.2M
5,313
-81%
增持
CDC
Victory CEMP US Equity Income Enhanced Volatility Weighted
-$4.0M
1,206,902
+124%
增持
QQQ
Invesco QQQ Trust Series 1
-$4.0M
55,103
+88%
增持
FEX
First Trust Large Cap Core Alphadex
-$3.7M
436,023
+95%
增持
AMZN
Amazon.com Inc
-$3.6M
66,598
+3356%
增持
IVV
iShares Core S&P 500
-$3.6M
35,001
+90%
建仓
OPER
ETF SER SOLUTIONS
+$3.4M
66,767
清仓
FRI
FIRST TR S&P REIT INDEX FD
-$3.3M
0
-100%
清仓
LGLV
SPDR SER TR
-$3.0M
0
-100%
增持
IUSV
iShares Core S&P U.S. Value ETF
-$2.9M
60,661
+18%
减持
CDL
VictoryShares Us Large Cap High Div Volatility
-$2.9M
37,320
-17%
建仓
JUCY
ETF SER SOLUTIONS
+$2.8M
115,057
建仓
IDUB
ETF SERIES SOLUTIONS INTERNATI ONAL DRAWDOWN MANA
+$2.7M
305,075
增持
MGK
Vanguard Mega Cap Growth
-$2.6M
36,230
+46%
增持
ACIO
ETF SER SOLUTIONS
+$2.6M
336,840
+532%
建仓
DUBS
ETF SER SOLUTIONS
+$2.5M
102,336
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$2.5M
0
-100%
增持
VEA
Vanguard Developed Markets Index Fund ETF
+$2.4M
78,477
+657%
减持
FTGC
First Trust Global Tactical Commodity Strategy
-$2.4M
32,478
-67%
减持
PXI
Invesco DWA Energy Momentum
-$2.4M
33,759
-53%
增持
RAVI
Flexshares Ready Access Var Income
-$2.3M
43,920
+12%
增持
VXUS
Vanguard Total Intl Stock Index
+$2.3M
115,333
+412%
清仓
FCVT
FIRST TR EXCHANGE-TRADED FD
-$2.3M
0
-100%
增持
SCHM
Schwab US Mid Cap
+$2.2M
85,051
+349%
减持
MTUM
ISHARES TR
-$2.1M
1,741
-88%
增持
IJH
iShares Core S&P Mid-Cap ETF
-$2.1M
10,378
+11%
增持
OUNZ
VanEck Merk Gold Trust
-$2.0M
319,894
+41%
减持
IEF
iShares Barclays 7-10 Yr Treasury Bond
-$1.9M
24,749
-4%
清仓
LVHD
LEGG MASON ETF INVT TR
-$1.9M
0
-100%
清仓
FLOT
ISHARES TR
-$1.9M
0
-100%
建仓
REGL
PROSHARES TR
+$1.9M
27,742
减持
XLV
SPDR Health Care Select Sector
-$1.8M
5,214
-64%
清仓
SYBT
STOCK YDS BANCORP INC
-$1.7M
0
-100%
增持
VSDA
Victoryshares Dividend Accelerator
-$1.7M
116,767
+228%
减持
SPYG
SPDR SER TR
-$1.6M
6,030
-81%
增持
MSFT
Microsoft Corp
-$1.6M
22,906
+43%
增持
FYX
First Trust Small Cap Core Alphadex
+$1.6M
42,552
+516%
建仓
JEPQ
J P Morgan Exchange Traded Fd Nasdaq Eqt Prem
+$1.6M
41,723
建仓
DGRW
WISDOMTREE TR
+$1.5M
24,330
减持
XLP
SELECT SECTOR SPDR TR
-$1.5M
752
-96%
减持
MINT
PIMCO ETF TR
-$1.5M
3,102
-83%
增持
FIXD
First Trust TCW Opportunistic Fixed Income
+$1.5M
201,527
+194%
增持
GLD
SPDR Gold Shares
-$1.5M
15,047
+16%
减持
DVOL
First Trust Dorsey Wright Momt & Low Volatility
-$1.5M
48,887
-3%
清仓
XSLV
INVESCO EXCH TRADED FD TR II
-$1.4M
0
-100%
增持
INFL
LISTED FD TR
-$1.4M
71,714
+54%
增持
CFA
VictoryShares US 500 Volatility Weighted
-$1.4M
290,203
+105%
增持
GOOGL
Alphabet Inc Class A
-$1.4M
30,065
+3133%
增持
IVW
iShares S&P 500 Growth
-$1.4M
31,596
+14%
减持
SPTS
SPDR SER TR
-$1.4M
14,032
-76%
清仓
—
J P MORGAN EXCHANGE-TRADED F
-$1.4M
0
-100%
建仓
MRSK
NORTHERN LIGHTS FD TR
+$1.3M
47,854
增持
BRK/B
Berkshire Hathaway Inc Class B
+$1.3M
8,805
+365%
增持
VB
Vanguard Small-Cap
-$1.3M
29,572
+73%
减持
VEU
Vanguard FTSE All-World ex-US Index ETF
-$1.3M
18,988
-16%
增持
FNDF
Schwab Fundamental International Large Company Index ETF
+$1.3M
72,610
+313%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$1.3M
127,068
+289%
清仓
DSI
ISHARES TR
-$1.3M
0
-100%
减持
FVC
First Trust Dorsey Wright Dynamic Focus
-$1.3M
26,875
-23%
清仓
IMCB
ISHARES TR
-$1.3M
0
-100%
增持
LMBS
First Trust Low Duration Opportunities ETF
+$1.3M
115,238
+202%
减持
JEPI
JPMorgan Equity Premium Income ETF
-$1.2M
37,339
-17%
增持
XLK
SPDR Technology Select Sector
-$1.2M
9,335
+3%
增持
SCHG
Schwab US Large Cap Growth
+$1.2M
29,382
+344%
清仓
BLV
VANGUARD BD INDEX FDS
-$1.2M
0
-100%
清仓
IUSG
ISHARES TR
-$1.2M
0
-100%
清仓
FDLO
FIDELITY COVINGTON TRUST
-$1.2M
0
-100%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$1.2M
7,982
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
41,632
减持
SPGP
Invesco Exchange Traded Fd Tr S&P 500 Garp Etf
-$1.1M
8,399
-32%
增持
SPYM
SPDR SER TR
+$1.1M
148,335
+721%
减持
ACWI
iShares MSCI ACWI
-$1.1M
13,074
-5%
减持
VO
Vanguard Mid-Cap
-$1.1M
8,733
-1%
减持
DBEM
Xtrackers MSCI Emerging Markets Hedged Equity
-$1.1M
42,044
-9%
增持
TLT
iShares Barclays 20 Yr Treasury Bond
-$1.1M
11,847
+23%
增持
NVDA
NVIDIA Corp
-$1.1M
13,982
+47%
减持
USMV
iShares Edge MSCI Min Vol USA ETF
-$981.0K
17,755
-27%
增持
VTI
Vanguard Total Stock Market
-$970.8K
26,126
+59%
建仓
PECO
PHILLIPS EDISON & CO INC
+$964.9K
28,770
减持
DEED
First Trust TCW Securitized Plus ETF
-$953.3K
33,908
-16%
增持
PG
Procter & Gamble Co
-$946.9K
22,029
+48%
增持
VWO
Vanguard FTSE Emerging Markets
+$935.4K
65,512
+262%
增持
IOO
iShares S&P Global 100 Index
+$929.7K
138,259
+217%
建仓
JPIE
JP Morgan Income ETF
+$929.5K
27,290
减持
FTA
First Trust Large Cap Value AlphaDex Fund
-$905.7K
25,263
-15%
建仓
TBUX
T ROWE PRICE ETF INC
+$901.5K
18,442
建仓
XJUL
FIRST TR EXCHNG TRADED FD VI
+$895.9K
29,715
减持
VYM
Vanguard High Dividend Yield
-$866.2K
4,491
-45%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$860.1K
5,389
增持
MOAT
VANECK ETF TRUST
+$855.5K
14,761
+312%
建仓
FNDX
SCHWAB STRATEGIC TR
+$850.8K
15,201
清仓
—
ALBIREO PHARMA INC
-$836.0K
0
-100%
建仓
DGT
SPDR SER TR
+$828.6K
7,597
增持
COST
Costco Wholesale Corp
-$823.7K
3,923
+44%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$822.2K
39,025
建仓
PJUL
INNOVATOR ETFS TR
+$805.3K
23,895
建仓
COWZ
PACER FDS TR
+$800.4K
16,193
增持
IWY
iShares Trust Russell 200 Growth Index
+$791.6K
11,730
+400%
增持
SPYV
SPDR SER TR
-$778.0K
290,931
+115%
建仓
IAU
iShares Gold Trust
+$768.3K
33,765
增持
IJR
iShares Core S&P Small-Cap ETF
-$764.0K
65,662
+92%
建仓
BKAG
BNY MELLON ETF TRUST
+$762.1K
18,912
增持
AGZD
WisdomTree Barclays US Agg Bd Zero Dur
-$761.2K
394,161
+230%
增持
—
First Trust Developed International Equity Select
-$757.0K
25,774
+76%
清仓
LFEQ
VANECK VECTORS ETF TR
-$752.0K
0
-100%
建仓
SGOV
iShares 0-3 Month Treasury Bond ETF
+$745.6K
9,495
建仓
RTX
RTX CORPORATION
+$739.6K
10,276
减持
ONEQ
FIDELITY COMWLTH TR
-$719.7K
10,084
-57%
增持
PFI
Invesco DWA Financial Momentum
-$717.4K
16,009
+8%
增持
SHRY
First Trust Large Cap US Equity Select
-$716.2K
60,237
+105%
建仓
CWB
SPDR SER TR
+$711.9K
10,500
建仓
HYLS
First Trust High Yield Long/Short
+$699.5K
28,264
减持
AOK
ISHARES TR
-$696.1K
49,791
-23%
减持
REET
iShares Global REIT
-$693.5K
22,719
-4%
建仓
ITOT
iShares Core S&P Total US Stock Market
+$693.4K
15,142
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$685.3K
12,218
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$683.4K
12,570
建仓
MGV
Vanguard Mega Cap Val
+$682.8K
22,292
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$676.6K
18,901
+289%
建仓
PTF
INVESCO EXCHANGE TRADED FD T
+$674.9K
15,279
减持
GBF
ISHARES TR
-$672.0K
8,195
-39%
建仓
IWL
ISHARES TR
+$671.1K
6,492
增持
LLY
Eli Lilly and Company
+$665.9K
2,705
+252%
减持
IYR
ISHARES TR
-$653.4K
8,608
-29%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$649.7K
6,239
-54%
增持
SPY
SPDR S&P 500 Trust
+$645.2K
10,521
+197%
增持
SPDW
SPDR Portfolio Developed Wld ex-US
-$642.6K
103,343
+274%
减持
PHYS
Sprott Physical Gold Units
-$628.9K
46,693
-0%
增持
FSCS
First Trust Mid Cap US Equity Select
-$626.1K
35,492
+63%
增持
VXF
Vanguard Extended Market Index
-$619.0K
7,995
+12%
增持
PDP
Invesco DWA Momentum
-$614.5K
7,853
+2%
增持
VUG
Vanguard Growth
-$612.6K
8,511
+50%
增持
JNJ
Johnson & Johnson
-$604.6K
7,615
+15%
增持
VGT
Vanguard Information Technology
+$589.9K
3,141
+322%
