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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 25
增持 47
减持 48
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$4.1M
161,087
+101%
增持
IWY
ISHARES TR
+$4.0M
21,191
+660%
增持
NVDA
NVIDIA CORPORATION
+$3.0M
70,286
+1019%
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。
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.7M
152,166
+205%
增持
QQQ
INVESCO QQQ TR
+$2.7M
22,151
+24%
减持
AAPL
APPLE INC
+$2.5M
64,378
-0%
建仓
ONEQ
FIDELITY COMWLTH TR
+$2.5M
35,545
清仓
QUS
SPDR SER TR
-$2.5M
0
-100%
增持
SPYG
SPDR SER TR
+$2.4M
137,915
+17%
清仓
BIL
SPDR SER TR
-$2.4M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.4M
49,276
+75%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
7,983
+97%
增持
SDY
SPDR SER TR
+$2.2M
18,076
+1575%
增持
MGK
VANGUARD WORLD FD
+$2.1M
18,981
+42%
减持
MOAT
VANECK ETF TRUST
-$2.1M
35,067
-39%
增持
VUG
VANGUARD INDEX FDS
+$2.1M
7,714
+227%
减持
MTUM
ISHARES TR
-$2.0M
4,378
-71%
减持
CDC
VICTORY PORTFOLIOS II
-$1.9M
499,810
-5%
减持
TFLO
ISHARES TR
-$1.9M
150,083
-20%
清仓
DBEM
DBX ETF TR
-$1.7M
0
-100%
建仓
EDIV
SPDR INDEX SHS FDS
+$1.7M
48,338
减持
FQAL
FIDELITY COVINGTON TRUST
-$1.7M
7,678
-79%
建仓
IWL
ISHARES TR
+$1.7M
12,557
减持
QUAL
ISHARES TR
-$1.6M
2,934
-77%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
7,464
+69%
清仓
LGLV
SPDR SER TR
-$1.6M
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.6M
420,595
-2%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$1.6M
8,862
减持
STIP
ISHARES TR
-$1.5M
118,731
-12%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.5M
333,806
+14%
增持
ACIO
ETF SER SOLUTIONS
+$1.4M
204,458
+18%
减持
MGV
VANGUARD WORLD FD
-$1.4M
2,651
-82%
增持
USMV
ISHARES TR
+$1.4M
19,975
+482%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.4M
11,429
-40%
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$1.3M
39,445
减持
IWF
ISHARES TR
-$1.3M
3,541
-55%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$1.3M
0
-100%
减持
VDE
VANGUARD WORLD FD
-$1.3M
3,191
-75%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$1.3M
0
-100%
增持
IVV
ISHARES TR
+$1.3M
16,596
+11%
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$1.2M
34,275
清仓
CWB
SPDR SER TR
-$1.2M
0
-100%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.2M
13,676
-40%
清仓
IYW
ISHARES TR
-$1.2M
0
-100%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.2M
6,846
+466%
减持
USFR
WISDOMTREE TR
-$1.1M
189,375
-11%
清仓
ONEO
SPDR SER TR
-$1.1M
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.1M
90,182
-10%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$1.1M
0
-100%
增持
DRSK
ETF SER SOLUTIONS
+$1.1M
221,743
+20%
清仓
VNQ
VANGUARD INDEX FDS
-$1.0M
0
-100%
清仓
LRGF
ISHARES TR
-$995.6K
0
-100%
减持
LQD
ISHARES TR
-$982.9K
7,699
-54%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$982.7K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$954.3K
29,759
+10%
减持
FNDF
SCHWAB STRATEGIC TR
-$949.1K
15,366
-63%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$919.9K
10,220
-64%
减持
GBF
ISHARES TR
-$877.2K
5,042
-63%
增持
MSFT
MICROSOFT CORP
+$870.8K
15,637
+8%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$840.0K
276,182
-4%
增持
JUCY
ETF SER SOLUTIONS
+$831.7K
176,790
+27%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$829.0K
37,515
+21%
建仓
TCHP
T ROWE PRICE ETF INC
+$820.2K
21,182
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$789.6K
52,687
+37%
清仓
BLV
VANGUARD BD INDEX FDS
-$780.4K
0
-100%
建仓
SUSA
ISHARES TR
+$777.2K
6,916
增持
DUBS
ETF SER SOLUTIONS
+$715.5K
113,029
+22%
减持
IUSG
ISHARES TR
-$706.6K
1,945
-76%
增持
IVW
ISHARES TR
+$694.1K
38,556
+13%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$691.3K
63,882
-19%
减持
BND
VANGUARD BD INDEX FDS
-$667.3K
98,258
-8%
增持
GOOGL
ALPHABET INC
+$648.4K
19,142
+2%
减持
ANGL
VANECK ETF TRUST
-$641.8K
31,334
-41%
增持
CAT
CATERPILLAR INC
-$624.3K
20,473
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$609.1K
10,502
+68%
增持
CSCO
CISCO SYS INC
+$604.6K
19,032
+217%
清仓
IVE
ISHARES TR
-$595.8K
0
-100%
建仓
BYLD
ISHARES TR
+$578.0K
26,059
增持
AMZN
AMAZON COM INC
+$577.9K
42,338
+0%
增持
AGG
ISHARES TR
+$566.2K
10,229
+135%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$560.8K
4,190
-75%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$552.2K
30,631
-32%
建仓
ILCG
ISHARES TR
+$551.5K
6,774
建仓
BJUN
INNOVATOR ETFS TRUST
+$544.4K
13,931
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$535.9K
8,026
增持
IDUB
ETF SER SOLUTIONS
+$535.6K
203,347
+16%
增持
XLK
SELECT SECTOR SPDR TR
+$534.6K
12,145
+14%
清仓
MMTM
SPDR SER TR
-$530.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$518.2K
86,455
+16%
减持
GLD
SPDR GOLD TR
-$516.1K
8,310
-26%
减持
SPYV
SPDR SER TR
-$512.2K
138,541
-4%
增持
ADME
ETF SER SOLUTIONS
+$509.6K
68,040
+16%
清仓
XLY
SELECT SECTOR SPDR TR
-$470.9K
0
-100%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$469.6K
10,039
减持
FTLS
FIRST TR EXCH TRADED FD III
-$449.1K
9,716
-43%
清仓
INKM
SSGA ACTIVE ETF TR
-$428.6K
0
-100%
增持
SPYM
SPDR SER TR
+$427.8K
63,346
+7%
增持
LLY
ELI LILLY & CO
+$427.8K
2,080
+11%
减持
INTC
INTEL CORP
-$427.5K
25,511
-7%
减持
PECO
PHILLIPS EDISON & CO INC
-$424.3K
18,579
-35%
减持
FPE
FIRST TR EXCH TRADED FD III
-$420.7K
13,266
-65%
清仓
SCHF
SCHWAB STRATEGIC TR
-$417.0K
0
-100%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$408.7K
147,559
-0%
清仓
EMB
ISHARES TR
-$408.4K
0
-100%
增持
BALT
INNOVATOR ETFS TRUST
+$406.2K
55,380
+29%
增持
WMT
WALMART INC
+$400.9K
29,205
+11%
增持
SLV
ISHARES SILVER TR
+$399.1K
19,762
+257%
清仓
XJUN
FIRST TR EXCHNG TRADED FD VI
-$394.0K
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$385.7K
2,327
-76%
清仓
SYK
STRYKER CORPORATION
-$382.5K
0
-100%
建仓
TMDX
TRANSMEDICS GROUP INC
+$377.5K
2,506
清仓
BWX
SPDR SER TR
-$359.3K
0
-100%
减持
IJH
ISHARES TR
-$356.2K
73,730
-4%
清仓
MOH
MOLINA HEALTHCARE INC
-$350.4K
0
-100%
清仓
PSFF
PACER FDS TR
-$343.6K
0
-100%
建仓
BITB
BITWISE BITCOIN ETF TR
+$339.3K
10,380
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$335.4K
144,614
-0%
建仓
NTRA
NATERA INC
+$332.6K
3,071
增持
ACWI
ISHARES TR
+$329.3K
47,895
+4%
增持
COST
COSTCO WHSL CORP NEW
+$326.5K
2,207
+4%
减持
IJR
ISHARES TR
-$320.2K
24,215
-8%
减持
ISCG
ISHARES TR
-$317.4K
5,325
-56%
清仓
EWJ
ISHARES INC
-$315.6K
0
-100%
增持
AOR
ISHARES TR
+$315.4K
18,343
+42%
减持
CFA
VICTORY PORTFOLIOS II
-$311.4K
127,654
-1%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$300.7K
20,580
减持
SHY
ISHARES TR
-$295.0K
5,430
-40%
减持
IUSV
ISHARES TR
-$293.2K
64,120
-2%
减持
IEF
ISHARES TR
-$282.6K
9,296
-24%
清仓
XLE
SELECT SECTOR SPDR TR
-$278.8K
0
-100%
增持
AVGO
BROADCOM INC
+$278.6K
723
+9%
减持
PRN
INVESCO EXCHANGE TRADED FD T
-$278.3K
8,121
-17%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$272.5K
14,598
-44%
减持
IOO
ISHARES TR
+$270.2K
89,451
-4%
清仓
XSEP
FIRST TR EXCHNG TRADED FD VI
-$266.4K
0
-100%
建仓
PAPR
INNOVATOR ETFS TRUST
+$262.9K
7,586
增持
BKAG
BNY MELLON ETF TRUST
+$260.9K
31,274
+27%
建仓
NVDY
TIDAL TR II
+$260.8K
8,898
增持
XMAR
FIRST TR EXCHNG TRADED FD VI
+$259.6K
14,690
+99%
建仓
RY
ROYAL BK CDA
+$257.8K
2,423
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$254.5K
10,046
建仓
FDLO
FIDELITY COVINGTON TRUST
+$254.2K
4,457
增持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$251.2K
21,930
+60%
建仓
DGRW
WISDOMTREE TR
+$250.9K
3,215
建仓
ARLU
AIM ETF PRODUCTS TRUST
+$248.9K
9,679
建仓
PSQ
PROSHARES TR
+$244.6K
6,039
减持
XJUL
FIRST TR EXCHNG TRADED FD VI
-$240.7K
18,595
-29%
减持
GOOG
ALPHABET INC
+$230.6K
9,786
-5%
清仓
CORP
PIMCO ETF TR
-$228.3K
0
-100%
清仓
DTE
DTE ENERGY CO
-$226.2K
0
-100%
