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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 26
增持 107
减持 11
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
BIL
SPDR SER TR
+$7.1M
79,151
增持
STIP
ISHARES TR
+$6.2M
177,497
+49%
建仓
PTL
NORTHERN LTS FD TR IV
+$5.7M
26,712
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
QQQ
INVESCO QQQ TR
+$5.3M
32,807
+48%
增持
TPLC
TIMOTHY PLAN
+$4.9M
112,135
+7915%
增持
VTI
VANGUARD INDEX FDS
+$4.8M
45,119
+52%
增持
AAPL
APPLE INC
+$4.4M
79,514
+24%
增持
IVW
ISHARES TR
+$4.1M
80,404
+109%
减持
IWY
ISHARES TR
-$4.1M
2,131
-90%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.0M
94,570
+69%
建仓
LGLV
SPDR SER TR
+$4.0M
23,645
增持
SCHD
SCHWAB STRATEGIC TR
+$3.8M
130,390
+45%
增持
NVDA
NVIDIA CORPORATION
+$3.8M
102,999
+47%
增持
SPY
SPDR S&P 500 ETF TR
+$3.7M
14,147
+77%
增持
BND
VANGUARD BD INDEX FDS
+$3.5M
140,536
+43%
增持
IWF
ISHARES TR
+$3.3M
12,296
+247%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$3.3M
426,587
+1%
增持
SPYV
SPDR SER TR
+$3.1M
188,571
+36%
减持
CDC
VICTORY PORTFOLIOS II
+$3.1M
498,837
-0%
增持
SCHP
SCHWAB STRATEGIC TR
+$3.0M
58,030
+2394%
增持
OUNZ
VANECK MERK GOLD ETF
+$3.0M
276,303
+51%
增持
ACWI
ISHARES TR
+$2.9M
69,468
+45%
增持
GLD
SPDR GOLD TR
+$2.9M
20,420
+146%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.9M
380,617
+14%
增持
JAAA
JANUS DETROIT STR TR
+$2.8M
216,371
+34%
增持
USFR
WISDOMTREE TR
+$2.8M
244,867
+29%
增持
SPYG
SPDR SER TR
+$2.7M
166,594
+21%
增持
BSV
VANGUARD BD INDEX FDS
+$2.7M
36,683
+1170%
增持
MOAT
VANECK ETF TRUST
+$2.6M
59,743
+70%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.6M
129,638
+67%
建仓
AVIG
AMERICAN CENTY ETF TR
+$2.4M
56,826
增持
QUAL
ISHARES TR
+$2.3M
15,627
+433%
增持
AVUS
AMERICAN CENTY ETF TR
+$2.3M
24,393
+8519%
增持
SPYM
SPDR SER TR
+$2.3M
96,111
+52%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.2M
47,401
+1624%
建仓
IYW
ISHARES TR
+$2.2M
14,564
减持
SDY
SPDR SER TR
-$2.2M
1,091
-94%
增持
MGV
VANGUARD WORLD FD
+$2.1M
19,692
+643%
增持
AVGO
BROADCOM INC
+$2.1M
19,038
+2533%
增持
VB
VANGUARD INDEX FDS
+$2.1M
18,670
+73%
增持
PALC
PACER FDS TR
+$2.0M
48,173
+538%
增持
CAT
CATERPILLAR INC
+$2.0M
22,524
+10%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.9M
37,986
+293%
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
22,254
+83%
减持
VUG
VANGUARD INDEX FDS
-$1.8M
2,913
-62%
建仓
PVAL
PUTNAM ETF TRUST
+$1.8M
47,890
建仓
VCR
VANGUARD WORLD FD
+$1.8M
5,129
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$1.7M
34,584
增持
FCTR
FIRST TR EXCHANGE-TRADED FD
+$1.7M
67,568
+479%
增持
ALTL
PACER FDS TR
+$1.7M
54,720
+440%
增持
IYR
ISHARES TR
+$1.7M
28,695
+114%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.7M
20,062
+76%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.7M
210,146
+38%
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$1.6M
18,066
增持
IJR
ISHARES TR
+$1.6M
35,858
+48%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.5M
204,727
+6%
建仓
INCE
FRANKLIN TEMPLETON ETF TR
+$1.5M
25,579
建仓
XLY
SELECT SECTOR SPDR TR
+$1.5M
7,311
减持
MGK
VANGUARD WORLD FD
-$1.5M
14,071
-26%
增持
PAMC
PACER FDS TR
+$1.4M
39,261
+371%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$1.4M
10,526
+40385%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$1.4M
17,340
增持
IAU
ISHARES GOLD TR
+$1.4M
40,987
+182%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.4M
8,555
+1186%
增持
MSFT
MICROSOFT CORP
+$1.4M
19,790
+27%
增持
TJX
TJX COS INC NEW
+$1.4M
13,274
+665%
增持
HWM
HOWMET AEROSPACE INC
+$1.4M
14,434
+1695%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$1.4M
23,495
-55%
增持
—
ARISTA NETWORKS INC
+$1.3M
3,750
+1249%
建仓
INDA
ISHARES TR
+$1.3M
22,449
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
105,641
+22%
建仓
CZA
INVESCO EXCHANGE TRADED FD T
+$1.3M
11,808
增持
BITO
PROSHARES TR
+$1.3M
64,544
+9577%
建仓
BLV
VANGUARD BD INDEX FDS
+$1.3M
16,647
增持
AMZN
AMAZON COM INC
+$1.2M
50,231
+19%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$1.2M
34,000
建仓
GAUG
FIRST TR EXCHNG TRADED FD VI
+$1.2M
35,170
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.2M
868
-87%
建仓
ILCB
ISHARES TR
+$1.2M
15,400
增持
ACIO
ETF SER SOLUTIONS
+$1.2M
224,853
+10%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.2M
94,410
+31%
增持
USMV
ISHARES TR
+$1.2M
31,510
+58%
清仓
IMCB
ISHARES TR
-$1.2M
0
-100%
建仓
SMIN
ISHARES TR
+$1.2M
13,722
增持
PRN
INVESCO EXCHANGE TRADED FD T
+$1.2M
14,845
+83%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.2M
70,533
+17%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.2M
54,945
+52%
增持
RMD
RESMED INC
+$1.1M
4,833
+5586%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$1.1M
145,862
+1%
清仓
FLBL
FRANKLIN TEMPLETON ETF TR
-$1.1M
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$1.1M
1,776
+7973%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$1.1M
650
-99%
清仓
SEIX
VIRTUS ETF TR II
-$1.1M
0
-100%
增持
IEF
ISHARES TR
+$1.1M
19,955
+115%
减持
XLP
SELECT SECTOR SPDR TR
-$1.1M
8,002
-65%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.1M
43,201
+181%
增持
WWJD
NORTHERN LTS FD TR IV
+$1.1M
34,499
+2382%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
8,931
+24%
增持
IBD
NORTHERN LTS FD TR IV
+$1.1M
60,079
+256%
增持
SCHQ
SCHWAB STRATEGIC TR
+$1.1M
30,517
+4316%
增持
SPAB
SPDR SER TR
+$1.0M
52,032
+310%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$1.0M
30,541
+625%
清仓
AOR
ISHARES TR
-$1.0M
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.0M
35,337
+674%
增持
PEZ
INVESCO EXCHANGE TRADED FD T
+$1.0M
21,791
+65%
增持
KLAC
KLA CORP
+$1.0M
1,368
+1568%
增持
COWZ
PACER FDS TR
+$998.0K
28,636
+138%
增持
DGT
SPDR SER TR
+$997.1K
16,809
+62%
增持
PGR
PROGRESSIVE CORP
+$980.6K
4,924
+300%
增持
—
ISHARES TR
+$979.0K
54,581
+323%
增持
IVV
ISHARES TR
+$978.6K
17,535
+6%
增持
SCHE
SCHWAB STRATEGIC TR
+$977.1K
40,462
+397%
增持
SLV
ISHARES SILVER TR
+$976.9K
52,043
+163%
增持
EOG
EOG RES INC
+$975.0K
8,144
+4527%
增持
XLV
SELECT SECTOR SPDR TR
+$972.0K
16,355
+56%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$959.7K
46,659
+431%
增持
SCHX
SCHWAB STRATEGIC TR
+$941.4K
23,279
+136%
建仓
DJUL
FIRST TR EXCHNG TRADED FD VI
+$932.2K
22,576
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$925.1K
12,047
+336%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$913.9K
25,198
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$912.2K
14,212
-58%
增持
PTF
INVESCO EXCHANGE TRADED FD T
+$911.6K
36,441
+61%
增持
IDUB
ETF SER SOLUTIONS
+$911.0K
233,250
+15%
建仓
CWB
SPDR SER TR
+$908.4K
11,860
增持
FNDE
SCHWAB STRATEGIC TR
+$907.5K
62,803
+63%
增持
QCOM
QUALCOMM INC
+$906.0K
8,796
+197%
增持
ELV
ELEVANCE HEALTH INC
+$904.9K
1,961
+791%
增持
CMDY
ISHARES U S ETF TR
+$885.3K
17,747
+443575%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$881.1K
7,148
+4285%
建仓
FIX
COMFORT SYS USA INC
+$871.4K
2,234
增持
PFI
INVESCO EXCHANGE TRADED FD T
+$852.0K
38,830
+47%
增持
—
ARCH CAP GROUP LTD
+$850.5K
7,680
+3665%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$850.3K
45,852
+250%
建仓
XLE
SELECT SECTOR SPDR TR
+$828.9K
9,745
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$828.8K
5,237
增持
REGN
REGENERON PHARMACEUTICALS
+$812.1K
929
+523%
增持
IXUS
ISHARES TR
+$797.1K
23,714
+71%
增持
DUSA
DAVIS FUNDAMENTAL ETF TR
+$792.8K
27,811
+209%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$789.3K
44,140
+44%
增持
WMT
WALMART INC
+$785.8K
34,666
+19%
建仓
USMC
PRINCIPAL EXCHANGE TRADED FD
+$782.9K
13,810
清仓
SUSA
ISHARES TR
-$777.2K
0
-100%
增持
DHI
D R HORTON INC
+$775.6K
4,322
+1194%
增持
OSCV
ETF SER SOLUTIONS
+$771.2K
79,954
+25%
增持
DRSK
ETF SER SOLUTIONS
+$764.7K
238,391
+8%
增持
—
ASML HOLDING N V
+$763.8K
1,045
+859%
减持
IOO
ISHARES TR
-$762.6K
79,666
-11%
增持
VBR
VANGUARD INDEX FDS
+$752.7K
15,595
+20%
增持
VGT
VANGUARD WORLD FD
+$750.2K
3,447
+57%
清仓
FLQL
FRANKLIN TEMPLETON ETF TR
-$745.0K
0
-100%
