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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 75
减持 40
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
BND
VANGUARD BD INDEX FDS
-$12.1M
25,848
-86%
增持
FBND
FIDELITY MERRIMACK STR TR
+$10.7M
558,510
+72%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$10.4M
53,772
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。
+473%
增持
TSLA
TESLA INC
+$7.7M
98,268
+10%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$7.5M
145,966
+43602%
增持
TFLO
ISHARES TR
+$7.1M
258,115
+118%
增持
SHY
ISHARES TR
+$6.2M
153,099
+96%
增持
OPER
ETF SER SOLUTIONS
+$5.1M
50,924
+18087%
减持
NVDA
NVIDIA CORPORATION
+$4.7M
112,415
-5%
减持
QQQ
INVESCO QQQ TR
-$4.7M
18,880
-41%
减持
IOO
ISHARES TR
-$4.6M
48,879
-52%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$4.6M
64,215
+144%
增持
SPY
SPDR S&P 500 ETF TR
+$4.4M
19,875
+41%
减持
SPTS
SPDR SERIES TRUST
-$4.4M
90,367
-62%
建仓
XSVN
BONDBLOXX ETF TRUST
+$4.1M
85,583
减持
ACWI
ISHARES TR
-$3.9M
5,749
-86%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$3.8M
29,074
-75%
增持
AVGO
BROADCOM INC
+$3.7M
29,474
+14%
增持
SPYV
SPDR SERIES TRUST
+$3.7M
336,728
+22%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$3.2M
33,152
+504%
增持
IWF
ISHARES TR
+$3.2M
12,050
+128%
建仓
DEFR
ETF SER SOLUTIONS
+$3.0M
118,010
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.9M
489,545
+6%
减持
USMV
ISHARES TR
-$2.9M
7,557
-81%
清仓
JMOM
J P MORGAN EXCHANGE TRADED F
-$2.9M
0
-100%
增持
MSFT
MICROSOFT CORP
+$2.8M
22,945
+1%
清仓
IHDG
WISDOMTREE TR
-$2.8M
0
-100%
建仓
PTF
INVESCO EXCHANGE TRADED FD T
+$2.7M
40,163
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.6M
29,583
+19%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$2.6M
0
-100%
建仓
PUI
INVESCO EXCHANGE TRADED FD T
+$2.5M
59,181
清仓
JQUA
J P MORGAN EXCHANGE TRADED F
-$2.4M
0
-100%
增持
REGL
PROSHARES TR
+$2.4M
84,687
+51%
清仓
LGLV
SPDR SER TR
-$2.3M
0
-100%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$2.3M
344,821
+31%
增持
MGK
VANGUARD WORLD FD
+$2.3M
19,978
+23%
增持
USFR
WISDOMTREE TR
+$2.3M
325,577
+16%
清仓
TIPX
SPDR SER TR
-$2.2M
0
-100%
清仓
PEZ
INVESCO EXCHANGE TRADED FD T
-$2.2M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$2.2M
22,770
+271%
增持
AMZN
AMAZON COM INC
+$2.0M
60,038
+4%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
57,059
+2%
建仓
QUS
SPDR SERIES TRUST
+$2.0M
12,136
清仓
STPZ
PIMCO ETF TR
-$2.0M
0
-100%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$2.0M
550
-99%
减持
IVW
ISHARES TR
-$1.9M
25,603
-50%
建仓
FLXR
TCW ETF TRUST
+$1.8M
45,946
增持
ORCL
ORACLE CORP
+$1.7M
11,932
+86%
增持
IWB
ISHARES TR
+$1.7M
5,063
+4119%
增持
ACIO
ETF SER SOLUTIONS
+$1.6M
286,841
+8%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.6M
115,462
+13%
增持
BIBL
NORTHERN LTS FD TR IV
+$1.6M
50,594
+321%
减持
IEF
ISHARES TR
-$1.6M
11,158
-61%
建仓
EQAL
INVESCO EXCH TRADED FD TR II
+$1.6M
32,521
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.5M
228,237
+4%
增持
MTUM
ISHARES TR
+$1.5M
9,724
+144%
减持
CDC
VICTORY PORTFOLIOS II
-$1.5M
499,265
-3%
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$1.5M
14,077
减持
XLP
SELECT SECTOR SPDR TR
-$1.5M
10,721
-63%
减持
PANW
PALO ALTO NETWORKS INC
-$1.4M
3,450
-72%
增持
PTL
NORTHERN LTS FD TR IV
+$1.4M
40,708
+5%
增持
WWJD
NORTHERN LTS FD TR IV
+$1.4M
93,686
+61%
增持
MOAT
VANECK ETF TRUST
+$1.4M
29,611
+89%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.4M
430,311
+1%
建仓
HOOD
ROBINHOOD MKTS INC
+$1.4M
14,922
建仓
OEF
ISHARES TR
+$1.4M
4,563
清仓
GJUN
FIRST TR EXCHNG TRADED FD VI
-$1.4M
0
-100%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.3M
32,063
+51%
建仓
IWL
ISHARES TR
+$1.3M
8,773
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
18,398
+31%
减持
BKAG
BNY MELLON ETF TRUST
-$1.3M
7,019
-81%
增持
DGRW
WISDOMTREE TR
+$1.3M
21,563
+230%
增持
ILCG
ISHARES TR
+$1.3M
14,614
+820%
增持
DRSK
ETF SER SOLUTIONS
+$1.3M
310,229
+11%
减持
SPYM
SPDR SERIES TRUST
-$1.3M
89,684
-25%
增持
TCHP
T ROWE PRICE ETF INC
+$1.2M
35,551
+259%
清仓
GMAY
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$1.2M
13,094
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.2M
60,952
+42%
建仓
IAGG
ISHARES TR
+$1.2M
23,379
增持
FNDE
SCHWAB STRATEGIC TR
+$1.1M
98,304
+44%
减持
FQAL
FIDELITY COVINGTON TRUST
-$1.1M
6,471
-74%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.1M
21,627
-26%
增持
ANET
ARISTA NETWORKS INC
+$1.1M
25,440
+31%
减持
JUCY
ETF SER SOLUTIONS
-$1.1M
150,804
-22%
建仓
EUAD
SPINNAKER ETF SERIES
+$1.1M
24,682
增持
AAPL
APPLE INC
-$1.1M
99,620
+1%
增持
FLQL
FRANKLIN TEMPLETON ETF TR
+$1.1M
18,613
+752%
建仓
FEOE
RBB FUND TRUST
+$1.0M
24,553
减持
VV
VANGUARD INDEX FDS
-$1.0M
909
-82%
增持
UPSD
ETF SER SOLUTIONS
+$1.0M
67,676
+130%
增持
NFLX
NETFLIX INC
+$966.1K
1,529
+32%
减持
UNH
UNITEDHEALTH GROUP INC
-$912.9K
1,719
-39%
减持
CAT
CATERPILLAR INC
+$909.3K
22,341
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$908.1K
16,019
+5%
增持
GOOGL
ALPHABET INC
+$892.8K
29,063
+6%
增持
GLDM
WORLD GOLD TR
+$874.7K
14,105
+1641%
增持
VOO
VANGUARD INDEX FDS
+$855.0K
8,077
+11%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$848.0K
40,335
+31%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$796.6K
0
-100%
增持
ADME
ETF SER SOLUTIONS
+$795.2K
100,248
+10%
增持
FNDF
SCHWAB STRATEGIC TR
+$793.9K
66,228
+30%
增持
TPLC
TIMOTHY PLAN
+$789.5K
151,438
+6%
减持
IVV
ISHARES TR
-$786.3K
11,144
-19%
增持
IWM
ISHARES TR
+$765.7K
4,730
+272%
减持
SHW
SHERWIN WILLIAMS CO
-$763.7K
927
-71%
增持
VUG
VANGUARD INDEX FDS
+$741.8K
5,996
+18%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$738.5K
139,399
+1%
减持
SPSM
SPDR SERIES TRUST
-$729.3K
10,148
-65%
建仓
SFM
SPROUTS FMRS MKT INC
+$727.0K
4,416
减持
META
META PLATFORMS INC
+$721.0K
7,880
-11%
建仓
CLS
CELESTICA INC
+$710.0K
4,548
建仓
WRB
BERKLEY W R CORP
+$690.0K
9,392
增持
SPIB
SPDR SERIES TRUST
+$671.7K
49,147
+67%
增持
AMT
AMERICAN TOWER CORP NEW
+$662.7K
5,260
+127%
清仓
—
ARCH CAP GROUP LTD
-$658.6K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$657.1K
123,997
-27%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$655.9K
39,257
-25%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$647.4K
4,102
-47%
减持
FEX
FIRST TR EXCHANGE-TRADED ALP
+$636.6K
138,979
-3%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$633.5K
10,363
+191%
增持
AVUS
AMERICAN CENTY ETF TR
+$632.1K
34,604
+11%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$628.9K
125,762
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$623.9K
12,782
+20%
增持
SOVF
ELEVATION SERIES TRUST
+$616.6K
22,667
+901%
增持
VXUS
VANGUARD STAR FDS
+$615.0K
77,596
+2%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$612.8K
3,460
+4513%
增持
BIL
SPDR SERIES TRUST
+$587.3K
103,614
+7%
减持
WM
WASTE MGMT INC DEL
-$585.7K
6,057
-30%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$576.3K
35,708
-1%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$572.7K
37,198
+312%
建仓
JUNW
AIM ETF PRODUCTS TRUST
+$560.7K
17,596
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$555.1K
1,218
+776%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$551.3K
234,524
-6%
清仓
NURE
NUSHARES ETF TR
-$547.1K
0
-100%
减持
OUNZ
VANECK MERK GOLD ETF
+$538.7K
377,149
-2%
增持
EME
EMCOR GROUP INC
+$537.9K
2,646
+12%
增持
DOGG
FIRST TR EXCHANGE-TRADED FD
+$536.5K
52,134
+115%
减持
MGC
VANGUARD WORLD FD
-$518.2K
9,565
-28%
减持
CRPT
FIRST TR EXCHNG TRADED FD VI
+$510.0K
50,793
-4%
增持
SCHP
SCHWAB STRATEGIC TR
+$501.1K
122,839
+18%
建仓
NEU
NEWMARKET CORP
+$494.0K
715
建仓
MELI
MERCADOLIBRE INC
+$470.5K
180
增持
AIQ
GLOBAL X FDS
+$469.3K
19,247
+89%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$467.5K
49,340
-15%
增持
WMT
WALMART INC
+$464.9K
35,368
+1%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$460.1K
9,905
减持
IWY
ISHARES TR
+$459.1K
15,487
-3%
减持
MRSK
NORTHERN LIGHTS FD TR
-$455.6K
35,811
-32%
增持
OSCV
ETF SER SOLUTIONS
+$448.6K
118,703
+8%
