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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
23Q4 调仓
2023-03-31 → 2023-12-31 · 共 150 项
建仓 42
增持 71
减持 25
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
-$37.5M
0
-100%
减持
BIL
SPDR SER TR
-$19.1M
66,423
-76%
清仓
VSDA
Victoryshares Dividend Accelerator
-$11.0M
0
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。
-100%
建仓
SPYG
SPDR SER TR
+$9.7M
148,943
增持
STIP
ISHARES TR
+$9.3M
172,146
+122%
减持
CDC
VICTORY PORTFOLIOS II
-$9.0M
558,283
-17%
增持
QQQ
INVESCO QQQ TR
+$6.7M
37,961
+38%
增持
BND
VANGUARD BD INDEX FDS
+$5.7M
126,339
+159%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$5.5M
139,327
+299%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.5M
76,699
+311%
增持
MOAT
VANECK ETF TRUST
+$5.5M
73,925
+590%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$5.5M
118,582
清仓
GBIL
Goldman Sachs TreasuryAccess 0-1 Year
-$5.4M
0
-100%
增持
TPLC
TIMOTHY PLAN
+$4.7M
146,305
+496%
减持
TIP
ISHARES TR
-$4.7M
8,197
-84%
增持
ACWI
ISHARES TR
+$4.5M
58,338
+260%
减持
DRSK
ETF SER SOLUTIONS
-$4.5M
170,850
-49%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$4.4M
420,530
+5%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.4M
248,797
+105%
增持
VTI
VANGUARD INDEX FDS
+$3.9M
32,848
+72%
减持
AGZD
WISDOMTREE TR
-$3.5M
120,362
-14%
增持
BIBL
NORTHERN LTS FD TR IV
+$3.3M
109,014
+567%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$3.3M
174,594
+75%
建仓
DGRW
WISDOMTREE TR
+$3.3M
46,631
增持
SPY
SPDR S&P 500 ETF TR
+$3.2M
13,582
+69%
建仓
INKM
SSGA ACTIVE ETF TR
+$3.1M
101,275
建仓
DUBS
ETF SER SOLUTIONS
+$3.1M
117,146
清仓
CDL
VictoryShares Us Large Cap High Div Volatility
-$3.0M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.0M
96,265
+61%
减持
OSCV
ETF SER SOLUTIONS
-$2.7M
52,398
-64%
减持
ADME
ETF SER SOLUTIONS
-$2.6M
58,521
-58%
增持
IVW
ISHARES TR
+$2.6M
59,065
+104%
增持
MSFT
MICROSOFT CORP
+$2.6M
18,564
+21%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5M
74,605
+203%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.3M
184,370
+15%
增持
IYW
ISHARES TR
+$2.3M
24,454
+228%
清仓
AZO
AutoZone Inc
-$2.3M
0
-100%
增持
IUSV
ISHARES TR
+$2.3M
68,089
+45%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$2.3M
173,767
-22%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.2M
64,904
+431%
建仓
SPYD
SPDR SER TR
+$2.2M
55,834
增持
IJH
ISHARES TR
+$2.2M
16,109
+76%
清仓
IGRO
iShares Intl Dividend Growth
-$2.1M
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$2.1M
79,075
+104%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.0M
39,342
+789%
减持
AMZN
AMAZON COM INC
+$2.0M
46,137
-6%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.9M
63,756
+50%
增持
BSV
VANGUARD BD INDEX FDS
+$1.9M
27,585
+890%
建仓
AVUS
AMERICAN CENTY ETF TR
+$1.9M
22,854
建仓
SCHP
SCHWAB STRATEGIC TR
+$1.9M
35,581
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
7,859
+151%
减持
ACIO
ETF SER SOLUTIONS
-$1.8M
162,414
-32%
清仓
TDVG
T Rowe Price Dividend Growth ETF
-$1.8M
0
-100%
减持
INFL
LISTED FD TR
-$1.8M
6,759
-89%
建仓
AVIG
AMERICAN CENTY ETF TR
+$1.7M
41,817
增持
AOK
ISHARES TR
+$1.7M
60,413
+377%
减持
GLRY
NORTHERN LTS FD TR IV
-$1.7M
8,136
-89%
增持
USFR
WISDOMTREE TR
+$1.6M
219,872
+17%
建仓
PEZ
INVESCO EXCHANGE TRADED FD T
+$1.6M
19,670
减持
IVV
ISHARES TR
-$1.6M
16,039
-29%
增持
SPYV
SPDR SER TR
+$1.6M
169,864
+9%
建仓
SCHO
SCHWAB STRATEGIC TR
+$1.6M
32,996
建仓
PTF
INVESCO EXCHANGE TRADED FD T
+$1.6M
31,634
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.6M
26,077
+251%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.6M
67,164
建仓
TIPX
SPDR SER TR
+$1.5M
82,680
建仓
DGT
SPDR SER TR
+$1.5M
12,841
减持
—
TRANSOCEAN LTD
-$1.5M
16,727
-93%
增持
AVGO
BROADCOM INC
+$1.5M
1,650
+188%
减持
NVDA
NVIDIA CORPORATION
+$1.5M
9,542
-19%
减持
AAPL
APPLE INC
+$1.5M
74,200
-5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
46,728
+131%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.5M
45,288
+152%
增持
VUG
VANGUARD INDEX FDS
+$1.4M
8,771
+70%
增持
IAU
ISHARES GOLD TR
+$1.4M
78,801
+79%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
3,648
+82%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.4M
27,137
减持
SPYM
SPDR SER TR
-$1.4M
55,880
-40%
增持
VPU
VANGUARD WORLD FDS
+$1.4M
11,580
+740%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4M
9,423
+538%
减持
SPTS
SPDR SER TR
-$1.4M
13,207
-78%
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$1.3M
23,887
建仓
INDY
ISHARES TR
+$1.3M
27,031
增持
XLK
SELECT SECTOR SPDR TR
+$1.3M
12,628
+71%
清仓
—
First Trust Developed International Equity Select
-$1.3M
0
-100%
减持
SHRY
FIRST TR EXCHANGE-TRADED FD
-$1.3M
8,125
-84%
建仓
FEZ
SPDR INDEX SHS FDS
+$1.3M
26,903
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.3M
9,377
+319%
增持
PANW
PALO ALTO NETWORKS INC
+$1.3M
5,338
+256%
减持
MINT
PIMCO ETF TR
-$1.3M
2,573
-83%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.3M
8,434
+297%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.3M
294,179
+11%
清仓
DVOL
First Trust Dorsey Wright Momt & Low Volatility
-$1.2M
0
-100%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.2M
25,873
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$1.2M
28,953
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
43,165
+469%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$1.2M
20,826
增持
OUNZ
VANECK MERK GOLD TR
+$1.2M
247,944
+26%
减持
CAT
CATERPILLAR INC
+$1.2M
24,185
-8%
减持
JUCY
ETF SER SOLUTIONS
-$1.1M
148,747
-20%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$1.1M
37,036
+187%
增持
TFLO
ISHARES TR
+$1.1M
167,890
+15%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$1.1M
13,882
-64%
增持
MTUM
ISHARES TR
+$1.1M
14,078
+72%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.1M
22,081
+439%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
37,720
-36%
建仓
PECO
PHILLIPS EDISON & CO INC
+$1.0M
28,356
增持
SCHG
SCHWAB STRATEGIC TR
+$1.0M
23,548
+67%
增持
INTC
INTEL CORP
+$1.0M
28,324
+137%
建仓
HSY
HERSHEY CO
+$1.0M
5,520
清仓
VEU
Vanguard FTSE All-World ex-US Index ETF
-$1.0M
0
-100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.0M
30,928
+187%
建仓
MLPA
GLOBAL X FDS
+$1.0M
22,952
清仓
—
Invesco Global Listed Private Equity
-$1.0M
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$999.2K
5,032
建仓
PCAR
PACCAR INC
+$996.9K
10,209
增持
KLAC
KLA CORP
+$992.3K
2,149
+235%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$979.8K
53,886
+180%
增持
PRN
INVESCO EXCHANGE TRADED FD T
+$977.0K
14,211
+92%
建仓
OEF
ISHARES TR
+$967.1K
4,329
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$959.5K
15,917
+248%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$956.0K
2,349
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$954.7K
8,598
+209%
减持
CWB
SPDR SER TR
-$949.7K
15,001
-50%
建仓
BKAG
BNY MELLON ETF TRUST
+$945.5K
22,253
增持
PXI
INVESCO EXCHANGE TRADED FD T
+$945.5K
34,045
+139%
清仓
FSCS
First Trust Mid Cap US Equity Select
-$945.0K
0
-100%
增持
RTX
RTX CORPORATION
+$934.7K
13,771
+503%
建仓
VMC
VULCAN MATLS CO
+$919.5K
4,051
建仓
MMTM
SPDR SER TR
+$917.1K
4,538
建仓
XJUL
FIRST TR EXCHNG TRADED FD VI
+$896.7K
27,952
增持
FYX
FIRST TR SML CP CORE ALPHA F
+$894.9K
28,658
+34%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$891.8K
9,930
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$886.2K
12,271
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$883.7K
13,789
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$879.2K
18,849
+175%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$878.0K
79,161
+29%
增持
AMD
ADVANCED MICRO DEVICES INC
+$877.1K
8,704
+111%
增持
VGT
VANGUARD WORLD FDS
+$865.1K
3,430
+66%
建仓
COWZ
PACER FDS TR
+$854.9K
16,444
增持
DBEM
DBX ETF TR
+$854.2K
75,257
+90%
增持
VXUS
VANGUARD STAR FDS
+$853.7K
70,784
+20%
建仓
SCHE
SCHWAB STRATEGIC TR
+$852.8K
34,402
建仓
PJUL
INNOVATOR ETFS TR
+$840.7K
23,230
建仓
SNPS
SYNOPSYS INC
+$837.0K
1,626
增持
ADBE
ADOBE INC
+$833.3K
1,920
+137%
增持
VBR
VANGUARD INDEX FDS
+$831.2K
15,504
+26%
建仓
BRKR
BRUKER CORP
+$828.7K
11,278
增持
IBD
NORTHERN LTS FD TR IV
+$828.2K
92,673
+60%
建仓
DHI
D R HORTON INC
+$827.6K
5,445
