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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 24
增持 56
减持 39
清仓 31
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$20.7M
89,136
+1223%
减持
SCHG
SCHWAB STRATEGIC TR
-$4.5M
171,025
-45%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$4.2M
118,298
+436%
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。
清仓
VRIG
INVESCO ACTIVELY MANAGED EXC
-$3.8M
0
-100%
减持
AAPL
APPLE INC
-$3.7M
98,655
-1%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$3.6M
26,312
-54%
减持
TFLO
ISHARES TR
-$3.2M
118,137
-35%
增持
USMV
ISHARES TR
+$3.0M
39,097
+484%
减持
IWF
ISHARES TR
-$2.9M
5,292
-56%
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$2.9M
51,546
增持
NVDA
NVIDIA CORPORATION
-$2.8M
118,771
+3%
增持
MGC
VANGUARD WORLD FD
+$2.5M
13,328
+1383%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.4M
43,030
清仓
PTF
INVESCO EXCHANGE TRADED FD T
-$2.4M
0
-100%
建仓
LGLV
SPDR SER TR
+$2.3M
13,529
建仓
TIPX
SPDR SER TR
+$2.2M
117,184
减持
IWY
ISHARES TR
-$2.1M
15,956
-31%
增持
IHDG
WISDOMTREE TR
+$2.1M
62,833
+328%
减持
IUSB
ISHARES TR
-$2.1M
884
-98%
增持
OUNZ
VANECK MERK GOLD ETF
+$2.0M
386,559
+3%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$2.0M
39,880
+14092%
建仓
STPZ
PIMCO ETF TR
+$2.0M
36,361
减持
VUG
VANGUARD INDEX FDS
-$1.9M
5,094
-44%
清仓
QUS
SPDR SER TR
-$1.9M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$1.8M
32,251
-2%
清仓
SEIX
VIRTUS ETF TR II
-$1.8M
0
-100%
清仓
PSP
INVESCO EXCHANGE TRADED FD T
-$1.8M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.7M
57,919
-0%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$1.7M
29,182
+1935%
增持
PTL
NORTHERN LTS FD TR IV
+$1.6M
38,676
+32%
增持
USFR
WISDOMTREE TR
+$1.6M
280,692
+13%
减持
MSFT
MICROSOFT CORP
-$1.6M
22,617
-5%
增持
AVGO
BROADCOM INC
-$1.6M
25,914
+3%
清仓
INCE
FRANKLIN TEMPLETON ETF TR
-$1.5M
0
-100%
增持
GLD
SPDR GOLD TR
+$1.5M
20,142
+15%
减持
MGK
VANGUARD WORLD FD
-$1.5M
16,231
-13%
减持
FDLO
FIDELITY COVINGTON TRUST
-$1.4M
6,371
-79%
增持
CDC
VICTORY PORTFOLIOS II
+$1.4M
512,778
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$1.4M
14,130
-10%
减持
TMFC
RBB FD INC
-$1.4M
104
-100%
清仓
QMAG
FIRST TR EXCHNG TRADED FD VI
-$1.4M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
127,651
+17%
减持
QUAL
ISHARES TR
-$1.3M
6,524
-52%
减持
SPYG
SPDR SER TR
-$1.3M
138,022
-1%
清仓
QGRO
AMERICAN CENTY ETF TR
-$1.3M
0
-100%
增持
IDUB
ETF SER SOLUTIONS
+$1.2M
298,173
+19%
增持
—
EXXON MOBIL CORP
+$1.2M
31,512
+32%
建仓
QMNV
FIRST TR EXCHNG TRADED FD VI
+$1.2M
60,113
清仓
XMVM
INVESCO EXCHANGE TRADED FD T
-$1.2M
0
-100%
减持
TOTL
SSGA ACTIVE ETF TR
-$1.2M
29,782
-50%
减持
ILCG
ISHARES TR
-$1.1M
1,588
-89%
建仓
FLBL
FRANKLIN TEMPLETON ETF TR
+$1.1M
46,746
增持
FQAL
FIDELITY COVINGTON TRUST
+$1.1M
24,795
+247%
减持
CAT
CATERPILLAR INC
-$1.1M
23,548
-4%
减持
BIL
SPDR SER TR
-$1.1M
97,212
-11%
减持
TJX
TJX COS INC NEW
-$1.0M
3,345
-72%
清仓
INDA
ISHARES TR
-$1.0M
0
-100%
建仓
PJAN
INNOVATOR ETFS TRUST
+$1.0M
25,151
建仓
DBA
INVESCO DB MULTI-SECTOR COMM
+$1.0M
39,276
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
10,612
+5%
增持
VV
VANGUARD INDEX FDS
+$1.0M
4,960
+450%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.0M
462,425
+6%
清仓
SMIN
ISHARES TR
-$1.0M
0
-100%
减持
IVW
ISHARES TR
-$987.2K
51,505
-8%
减持
TCHP
T ROWE PRICE ETF INC
-$980.4K
9,893
-69%
增持
HD
HOME DEPOT INC
+$977.7K
10,725
+46%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$974.1K
42,923
+117%
清仓
RWR
SPDR SER TR
-$957.3K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$944.6K
12,412
+91%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$943.3K
30,832
+91%
减持
SCHX
SCHWAB STRATEGIC TR
-$938.3K
35,169
-52%
增持
WM
WASTE MGMT INC DEL
+$936.1K
8,650
+69%
增持
DRSK
ETF SER SOLUTIONS
+$931.7K
279,746
+14%
建仓
SPHY
SPDR SER TR
+$930.7K
39,757
清仓
SUSA
ISHARES TR
-$911.7K
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$885.0K
325,355
+5%
建仓
EME
EMCOR GROUP INC
+$877.5K
2,366
增持
GOOGL
ALPHABET INC
-$876.3K
27,402
+3%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$876.1K
10,695
-43%
增持
IVV
ISHARES TR
+$862.8K
13,806
+19%
减持
MOAT
VANECK ETF TRUST
-$846.3K
15,654
-35%
减持
SCHB
SCHWAB STRATEGIC TR
-$820.9K
79,148
-28%
清仓
XLE
SELECT SECTOR SPDR TR
-$820.7K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$810.3K
4,464
-40%
增持
TPLC
TIMOTHY PLAN
+$793.5K
142,375
+17%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$790.3K
1
增持
WWJD
NORTHERN LTS FD TR IV
+$787.3K
58,140
+67%
增持
ACIO
ETF SER SOLUTIONS
+$784.5K
265,202
+13%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$778.6K
29,223
+20%
清仓
GRID
FIRST TR EXCHANGE TRADED FD
-$775.0K
0
-100%
增持
SGOL
ETFS GOLD TR
+$773.7K
58,803
+53%
增持
TLT
ISHARES TR
+$760.8K
13,995
+145%
清仓
—
GARMIN LTD
-$754.0K
0
-100%
建仓
OIH
VANECK ETF TRUST
+$750.4K
2,871
减持
RCAT
RED CAT HLDGS INC
-$748.9K
18,187
-70%
减持
BLV
VANGUARD BD INDEX FDS
-$747.2K
4,327
-72%
清仓
PPH
VANECK ETF TRUST
-$742.1K
0
-100%
清仓
THY
NORTHERN LIGHTS FD TR
-$737.3K
0
-100%
清仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$737.1K
0
-100%
建仓
PKB
INVESCO EXCHANGE TRADED FD T
+$734.5K
10,923
清仓
MANH
MANHATTAN ASSOCIATES INC
-$730.7K
0
-100%
清仓
—
EVEREST GROUP LTD
-$721.2K
0
-100%
建仓
FLTR
VANECK ETF TRUST
+$712.8K
27,907
建仓
SNOW
SNOWFLAKE INC
+$712.5K
4,730
增持
META
META PLATFORMS INC
+$689.5K
8,835
+19%
清仓
TTD
THE TRADE DESK INC
-$684.4K
0
-100%
建仓
UPSD
ETF SER SOLUTIONS
+$672.9K
29,459
增持
VTI
VANGUARD INDEX FDS
-$654.1K
56,102
+2%
建仓
BRO
BROWN & BROWN INC
+$645.9K
5,254
增持
T
AT&T INC
+$645.8K
114,324
+0%
增持
AVUV
AMERICAN CENTY ETF TR
-$641.3K
101,887
+3%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$640.7K
12,675
+201%
清仓
PSI
INVESCO EXCHANGE TRADED FD T
-$639.9K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$615.1K
24,930
+6%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$610.5K
1,057
-57%
减持
BITB
BITWISE BITCOIN ETF TR
-$597.3K
30,252
-21%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$592.6K
263,693
+14%
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$578.3K
13,765
清仓
WRB
BERKLEY W R CORP
-$575.3K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$566.9K
190,955
-5%
增持
ANET
ARISTA NETWORKS INC
-$558.3K
19,424
+4%
增持
OSCV
ETF SER SOLUTIONS
+$551.6K
110,346
+24%
清仓
BITO
PROSHARES TR
-$527.8K
0
-100%
建仓
RSPF
INVESCO EXCHANGE TRADED FD T
+$527.0K
7,365
清仓
DELL
DELL TECHNOLOGIES INC
-$522.5K
0
-100%
减持
IVE
ISHARES TR
-$514.3K
1,207
-69%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$505.8K
5,486
增持
LVHI
LEGG MASON ETF INVT
+$503.2K
61,777
+24%
建仓
DOGG
FIRST TR EXCHANGE-TRADED FD
+$500.2K
24,304
清仓
REGN
REGENERON PHARMACEUTICALS
-$497.5K
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$482.6K
297,834
+3%
增持
FTNT
FORTINET INC
+$479.7K
8,189
+150%
减持
VB
VANGUARD INDEX FDS
-$478.7K
11,442
-9%
减持
VNQ
VANGUARD INDEX FDS
-$475.3K
3,923
-58%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$473.1K
41,336
+10%
清仓
IQV
IQVIA HLDGS INC
-$470.0K
0
-100%
清仓
NTRA
NATERA INC
-$469.8K
0
-100%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$463.9K
20,527
+92%
增持
SHYG
ISHARES TR
+$463.1K
11,119
+4777%
建仓
AM
ANTERO MIDSTREAM CORP
+$458.9K
25,577
增持
STIP
ISHARES TR
+$457.8K
29,994
+14%
清仓
GAL
SSGA ACTIVE ETF TR
-$456.1K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$456.1K
6,139
-37%
建仓
DXCM
DEXCOM INC
+$455.9K
6,730
清仓
MUNI
PIMCO ETF TR
-$452.2K
0
-100%
减持
CWB
SPDR SER TR
-$448.0K
3,566
-61%
增持
PGR
PROGRESSIVE CORP
+$446.0K
4,877
+28%
增持
SGOV
ISHARES TR
+$445.5K
11,015
+67%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$427.3K
58,478
+21%
增持
TBUX
T ROWE PRICE ETF INC
+$423.5K
29,324
+41%
