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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
23Q1 调仓
2022-09-30 → 2023-03-31 · 共 150 项
建仓 10
增持 35
减持 79
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
FBT
First Trust NYSE Arca Biotech Index Fd
-$31.4M
1,943
-100%
增持
FTCS
First Tr Capital Strength ETF Db Strategic Value Index
+$29.2M
400,713
+21%
减持
BIL
SPDR Bloomberg 1-3 Month T-Bill
+$17.8M
273,838
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。
-16%
增持
VSDA
Victoryshares Dividend Accelerator
+$11.0M
242,424
+108%
减持
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
+$6.3M
601,290
-51%
减持
CDC
Victory CEMP US Equity Income Enhanced Volatility Weighted
+$5.7M
669,910
-44%
建仓
GBIL
Goldman Sachs TreasuryAccess 0-1 Year
+$5.4M
54,371
减持
DRSK
Aptus Defined Risk
+$5.4M
337,358
-41%
减持
AAPL
Apple Inc
+$5.2M
77,744
-34%
减持
IVV
iShares Core S&P 500
+$4.6M
22,553
-36%
减持
TIP
iShares TIPS Bond
+$4.6M
50,702
-56%
减持
OMFL
Invesco Russell 1000 Dynamic MultiFactor
-$4.4M
34,957
-73%
减持
MGK
Vanguard Mega Cap Growth
+$3.4M
31,728
-12%
减持
OSCV
ETF Ser Solutions Opus Sml CP Vl
+$3.1M
144,299
-20%
减持
ADME
ETF SER Solutions Aptus Drawdown
+$3.1M
140,951
-26%
增持
CDL
VictoryShares Us Large Cap High Div Volatility
+$3.0M
52,170
+40%
减持
ACIO
Aptus Collared Income Opportunity ETF
+$3.0M
239,126
-29%
减持
AMZN
Amazon.com Inc
+$2.7M
48,912
-27%
减持
USFR
WisdomTree Floating Rate Treasury Fund
+$2.7M
187,512
-16%
减持
QQQ
Invesco QQQ Trust Series 1
+$2.6M
27,607
-50%
清仓
DUBS
ETF SER SOLUTIONS
-$2.5M
0
-100%
减持
IUSV
iShares Core S&P U.S. Value ETF
+$2.5M
46,978
-23%
减持
SPYM
SPDR Portfolio S&P 500 ETF
+$2.5M
93,769
-37%
增持
GLD
SPDR Gold Shares
+$2.4M
18,031
+20%
增持
BND
Vanguard Total Bond Market
+$2.2M
48,722
+4%
减持
FEX
First Trust Large Cap Core Alphadex
+$2.1M
222,806
-49%
减持
NVDA
NVIDIA Corp
+$2.1M
11,728
-16%
增持
IGRO
iShares Intl Dividend Growth
+$2.1M
34,973
+57233%
减持
IOO
iShares S&P Global 100 Index
+$2.1M
89,362
-35%
增持
GLRY
Inspire Faithward Mid Cap Momentum ESG ETF
+$1.9M
76,608
+17154%
减持
IJH
iShares Core S&P Mid-Cap ETF
+$1.9M
9,134
-12%
增持
JUCY
Aptus Enhanced Yield ETF
+$1.9M
186,924
+62%
减持
VEA
Vanguard Developed Markets Index Fund ETF
-$1.8M
24,660
-69%
增持
TDVG
T Rowe Price Dividend Growth ETF
+$1.8M
56,973
+28530%
减持
INFL
Horizon Kinetics Inflation Beneficiaries ETF
+$1.8M
63,901
-11%
增持
JAAA
Janus Henderson AAA
+$1.7M
38,845
+1003%
减持
GOOGL
Alphabet Inc Class A
+$1.6M
26,061
-13%
减持
CGDV
Capital Group Dividend Value Etf
-$1.5M
121,251
-41%
清仓
DGRW
WISDOMTREE TR
-$1.5M
0
-100%
减持
SCHD
Schwab US Dividend Equity
-$1.5M
59,730
-54%
减持
OUNZ
VanEck Merk Gold Trust
+$1.5M
197,119
-38%
减持
RAVI
Flexshares Ready Access Var Income
+$1.5M
27,627
-37%
减持
SPYV
SPDR S&P 500 Value ETF
+$1.4M
155,142
-47%
建仓
VTEB
Vanguard Muni Bond Tax Exempt
+$1.4M
27,225
增持
SPTS
SPDR Barclays Short Term Treasury ETF
+$1.3M
59,702
+325%
减持
MSFT
Microsoft Corp
+$1.3M
15,367
-33%
建仓
MDIV
First Trust Multi-Asset Diversified Income
+$1.3M
90,915
减持
SHRY
First Trust Large Cap US Equity Select
+$1.3M
51,132
-15%
增持
CWB
SPDR Bloomberg Barclays Convertible Securities
+$1.3M
30,301
+189%
增持
—
First Trust Developed International Equity Select
+$1.3M
26,767
+4%
增持
AVUV
Avantis US Small Cap Value ETF
+$1.3M
18,678
+1955%
减持
AGZD
WisdomTree Barclays US Agg Bd Zero Dur
+$1.3M
139,879
-65%
减持
AOK
iShares Core Conservative Allocation
-$1.2M
12,660
-75%
减持
DVOL
First Trust Dorsey Wright Momt & Low Volatility
+$1.2M
47,149
-4%
增持
MINT
PIMCO Enhanced Short Maturity
+$1.2M
15,360
+395%
减持
RDVY
First Trust Rising Dividend Achievers ETF
-$1.2M
160,314
-57%
增持
ACWI
iShares MSCI ACWI
+$1.2M
16,197
+24%
减持
VTI
Vanguard Total Stock Market
+$1.2M
19,099
-27%
减持
IVW
iShares S&P 500 Growth
+$1.2M
28,981
-8%
减持
SPY
SPDR S&P 500 Trust
+$1.1M
8,051
-23%
减持
SPDW
SPDR Portfolio Developed Wld ex-US
+$1.1M
42,101
-59%
建仓
GNR
SPDR S&P Global Natural Resources
+$1.0M
18,357
减持
BRK/B
Berkshire Hathaway Inc Class B
-$1.0M
3,128
-64%
增持
ALTL
Pacer Lunt Large Cap Alternator
+$1.0M
32,497
+457%
增持
BITO
Proshares TR Bitcoin Strat E
+$1.0M
59,521
+1057%
增持
VEU
Vanguard FTSE All-World ex-US Index ETF
+$1.0M
19,156
+1%
建仓
—
Invesco Global Listed Private Equity
+$1.0M
99,126
减持
—
Exxon Mobil Corporation
+$989.4K
25,913
-43%
减持
SDVY
First Trust SMID Cp Rising Div Achv ETF
-$973.3K
7,588
-82%
清仓
PECO
PHILLIPS EDISON & CO INC
-$964.9K
0
-100%
增持
WWJD
Inspire International ETF
+$946.0K
37,568
+650%
减持
XLK
SPDR Technology Select Sector
+$945.0K
7,381
-21%
减持
FSCS
First Trust Mid Cap US Equity Select
+$944.1K
34,205
-4%
增持
FCTR
First Trust Lunt US Factor ETF
+$928.1K
50,319
+174%
减持
—
TransOcean Inc
+$916.9K
250,777
-24%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$909.1K
0
-100%
增持
FMB
First Trust Managed Municipal ETF
+$898.7K
21,590
+52%
减持
VONG
Vanguard Russell 1000 Growth
-$896.4K
7,434
-72%
清仓
XJUL
FIRST TR EXCHNG TRADED FD VI
-$895.9K
0
-100%
减持
FVD
First Trust Value Line Dividend Index Fund
-$895.4K
265,874
-48%
增持
MTUM
iShares MSCI USA Momentum Factor ETF
+$892.8K
8,173
+369%
建仓
BLV
Vanguard Long-Term Bond
+$881.0K
11,481
减持
QQQM
Invesco Exchange Traded Fd Tr Ii Nasdaq 100 Etf
-$880.7K
2,239
-72%
增持
IAU
iShares Gold Trust
+$879.7K
44,110
+31%
减持
FTC
First Trust Large Cap Gr AlphaDEX Fund
+$863.2K
17,262
-34%
减持
IJR
iShares Core S&P Small-Cap ETF
+$860.0K
37,956
-42%
清仓
FNDX
SCHWAB STRATEGIC TR
-$850.8K
0
-100%
建仓
GSIE
Goldman Sachs Activebeta Intl Eq ETF
+$847.0K
27,506
清仓
DGT
SPDR SER TR
-$828.6K
0
-100%
清仓
RDVI
FIRST TR EXCHANGE-TRADED FD
-$822.2K
0
-100%
增持
PALC
Pacer Fds Tr Lunt Lrgcp Multi
+$818.6K
37,551
+188%
减持
DBEM
Xtrackers MSCI Emerging Markets Hedged Equity
+$815.3K
39,566
-6%
清仓
PJUL
INNOVATOR ETFS TR
-$805.3K
0
-100%
清仓
COWZ
PACER FDS TR
-$800.4K
0
-100%
减持
JEPQ
J P Morgan Exchange Traded Fd Nasdaq Eqt Prem
-$766.9K
17,979
-57%
减持
FTSM
First Tr Enhanced Short Maturity
+$765.0K
32,842
-12%
清仓
BKAG
BNY MELLON ETF TRUST
-$762.1K
0
-100%
增持
IBD
Inspire Corporate Bond ETF
+$749.5K
57,996
+25%
减持
FDT
First Trust Developed Markes Ex-US Alphadex
-$748.6K
3,956
-79%
减持
SCHG
Schwab US Large Cap Growth
-$746.8K
14,117
-52%
减持
SCHM
Schwab US Mid Cap
-$737.4K
42,460
-50%
减持
FTA
First Trust Large Cap Value AlphaDex Fund
-$735.3K
6,865
-73%
减持
FVC
First Trust Dorsey Wright Dynamic Focus
+$724.1K
21,975
-18%
减持
PSL
Invesco DWA Consumer Staples Momentum
+$722.4K
8,351
-2%
建仓
BALT
Innovator Defined Wlt Shld ETF
+$702.0K
25,794
减持
FDL
First TR Morningstar Divid Leaders Index
-$690.7K
36,807
-50%
减持
USMV
iShares Edge MSCI Min Vol USA ETF
-$689.0K
3,438
-81%
清仓
TDIV
FIRST TR EXCHANGE-TRADED FD
-$685.3K
0
-100%
减持
IEF
iShares Barclays 7-10 Yr Treasury Bond
+$684.1K
14,461
-42%
清仓
MGV
Vanguard Mega Cap Val
-$682.8K
0
-100%
清仓
RSPH
INVESCO EXCHANGE TRADED FD T
-$679.9K
0
-100%
清仓
PTF
INVESCO EXCHANGE TRADED FD T
-$674.9K
0
-100%
清仓
IWL
ISHARES TR
-$671.1K
0
-100%
增持
TRND
Pacer Fds Tr Trendpilot
+$660.2K
32,396
+300%
减持
PG
Procter & Gamble Co
+$641.9K
14,024
-36%
增持
SCHQ
Schwab Long Term US Treasury ETF
+$589.0K
21,136
+199%
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$583.7K
0
-100%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$578.2K
0
-100%
清仓
QJUN
FIRST TR EXCHNG TRADED FD VI
-$578.0K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$577.3K
0
-100%
增持
TPLC
Timothy Plan US Large Cap Core ETF
+$575.6K
24,558
+213%
减持
IWV
iShares Russell 3000 ETF
+$572.2K
2,599
-2%
减持
TLT
iShares Barclays 20 Yr Treasury Bond
+$570.0K
6,708
-43%
减持
PDP
Invesco DWA Momentum
+$567.5K
7,409
-6%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$567.1K
0
-100%
减持
MRSK
Northern Lights Fund TR Agility Shares Managed Risk
-$562.1K
27,346
-43%
建仓
IUSG
iShares Core S&P US Growth ETF
+$553.0K
6,234
增持
JMST
JPMorgan Ultra-Short Municipal Inc ETF
+$546.7K
10,765
+60%
减持
FDN
First Trust Dow Jones Internet Index
-$546.1K
2,124
-61%
减持
SPEM
SPDR Emerging Markets ETF
+$542.7K
15,979
-71%
增持
PAMC
Pacer Lunt Mid Cap Multi-Factor Alternator
+$537.5K
27,516
+152%
减持
FSGS
First Trust Small Cap US Equity Select
+$536.5K
20,238
-2%
增持
IWD
iShares Russell 1000 Value ETF
+$536.4K
3,524
+88000%
减持
SGOV
iShares 0-3 Month Treasury Bond ETF
-$522.6K
2,195
-77%
增持
UPS
United Parcel Service Inc
+$518.6K
2,674
+10%
减持
RTX
Raytheon Technologies Corp
-$515.6K
2,283
-78%
清仓
VCR
VANGUARD WORLD FDS
-$510.1K
0
-100%
增持
IVOL
Quadratic Intrst Rt Vol & Infl H ETF
+$509.4K
21,968
+4141%
清仓
MMTM
SPDR SER TR
-$504.9K
0
-100%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$502.3K
0
-100%
增持
SLV
iShares Silver Trust ETF
+$500.2K
28,980
+48%
清仓
XLSR
SSGA ACTIVE TR
-$495.2K
0
-100%
减持
LLY
Eli Lilly and Company
-$493.9K
1,197
-56%
减持
SHY
iShares 1-3 Year Treasury Bond ETF
+$487.8K
7,910
-32%
减持
LQD
iShares iBoxx Investment Grade Corporate Bond ETF
+$486.5K
10,829
-31%
减持
LMT
Lockheed Martin Corp
+$485.3K
1,711
-13%
减持
RCS
PIMCO Strategic Income Fund Inc
+$481.6K
76,278
-3%
减持
FYX
First Trust Small Cap Core Alphadex
-$469.3K
21,449
-50%
清仓
ISCG
ISHARES TR
-$465.1K
0
-100%
建仓
FITB
Fifth Third Bancorp
+$462.0K
17,190
