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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 20
增持 67
减持 29
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$27.0M
9,375
-90%
增持
AAPL
APPLE INC
+$10.3M
120,674
+21%
减持
USFR
WISDOMTREE TR
-$9.2M
143,552
-56%
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
NVDA
NVIDIA CORPORATION
+$7.0M
132,539
+18%
增持
XHLF
BONDBLOXX ETF TRUST
+$6.7M
148,038
+936%
增持
PTL
NORTHERN LTS FD TR IV
+$4.2M
54,373
+34%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.2M
559,300
+14%
增持
OEF
ISHARES TR
+$4.0M
16,323
+258%
增持
MSFT
MICROSOFT CORP
+$3.8M
29,321
+28%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$3.5M
0
-100%
增持
AVGO
BROADCOM INC
+$3.4M
35,074
+19%
增持
MGK
VANGUARD WORLD FD
+$3.3M
26,415
+32%
减持
IWY
ISHARES TR
-$3.1M
2,442
-84%
减持
TPLC
TIMOTHY PLAN
-$3.1M
79,219
-48%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$3.1M
258,506
+13%
减持
TFLO
ISHARES TR
-$3.0M
199,039
-23%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.9M
205,096
+65%
清仓
PALC
PACER FDS TR
-$2.9M
0
-100%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$2.9M
0
-100%
增持
FEX
FIRST TR EXCHANGE-TRADED ALP
+$2.9M
155,310
+12%
增持
GOOGL
ALPHABET INC
+$2.8M
32,597
+12%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$2.8M
35,154
-45%
清仓
ALTL
PACER FDS TR
-$2.7M
0
-100%
清仓
FCTR
FIRST TR EXCHANGE-TRADED FD
-$2.5M
0
-100%
建仓
PEZ
INVESCO EXCHANGE TRADED FD T
+$2.5M
25,232
清仓
PUI
INVESCO EXCHANGE TRADED FD T
-$2.5M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$2.4M
11,466
+42%
减持
XLV
SELECT SECTOR SPDR TR
-$2.4M
4,711
-79%
清仓
PAMC
PACER FDS TR
-$2.3M
0
-100%
建仓
AOR
ISHARES TR
+$2.3M
35,580
增持
WMT
WALMART INC
+$2.3M
55,594
+57%
建仓
TIPX
SPDR SERIES TRUST
+$2.2M
113,204
建仓
USMC
PRINCIPAL EXCHANGE TRADED FD
+$2.2M
31,661
增持
FEOE
RBB FUND TRUST
+$2.1M
68,153
+178%
增持
JPM
JPMORGAN CHASE & CO.
+$2.1M
14,009
+75%
增持
OUNZ
VANECK MERK GOLD ETF
+$2.1M
379,788
+1%
增持
QQQ
INVESCO QQQ TR
+$2.1M
20,806
+10%
增持
ONEQ
FIDELITY COMWLTH TR
+$2.1M
25,316
+920%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$2.0M
20,291
-67%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$2.0M
40,209
+7211%
清仓
DUSA
DAVIS FUNDAMENTAL ETF TR
-$2.0M
0
-100%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.9M
438,255
+2%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$1.9M
5,491
-88%
减持
MGC
VANGUARD WORLD FD
-$1.9M
1,214
-87%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.8M
400,024
+16%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
9,267
+55%
清仓
FLXR
TCW ETF TRUST
-$1.8M
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.8M
56,693
+5%
增持
VTI
VANGUARD INDEX FDS
+$1.8M
58,320
+2%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.8M
13,635
-84%
增持
COWG
PACER FDS TR
+$1.8M
54,985
+731%
减持
IXUS
ISHARES TR
-$1.7M
8,869
-72%
清仓
IWB
ISHARES TR
-$1.7M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
15,754
+23%
建仓
LDSF
FIRST TR EXCHNG TRADED FD VI
+$1.7M
88,873
清仓
SPAB
SPDR SERIES TRUST
-$1.7M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$1.7M
11,732
+240%
减持
—
ISHARES TR
-$1.7M
16,088
-82%
建仓
CRON
CRONOS GROUP INC
+$1.7M
594,172
增持
CVX
CHEVRON CORP NEW
+$1.6M
17,937
+123%
增持
ABBV
ABBVIE INC
+$1.6M
11,960
+93%
增持
QUAL
ISHARES TR
+$1.6M
14,692
+115%
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$1.6M
92,333
+219%
增持
AMZN
AMAZON COM INC
+$1.6M
67,283
+12%
清仓
EQAL
INVESCO EXCH TRADED FD TR II
-$1.6M
0
-100%
清仓
DINT
DAVIS FUNDAMENTAL ETF TR
-$1.5M
0
-100%
增持
ACIO
ETF SER SOLUTIONS
+$1.5M
308,915
+8%
减持
MTUM
ISHARES TR
-$1.5M
3,107
-68%
减持
FNDF
SCHWAB STRATEGIC TR
-$1.5M
26,630
-60%
清仓
TOTL
SSGA ACTIVE ETF TR
-$1.5M
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.5M
84,262
+180%
清仓
IGEB
ISHARES TR
-$1.5M
0
-100%
减持
CDC
VICTORY PORTFOLIOS II
+$1.5M
498,581
-0%
增持
GOOG
ALPHABET INC
+$1.5M
14,762
+23%
增持
T
AT&T INC
+$1.4M
153,877
+53%
减持
BOND
PIMCO ETF TR
-$1.4M
3,905
-80%
建仓
NJUN
INNOVATOR ETFS TRUST
+$1.4M
44,901
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$1.4M
5,201
-81%
建仓
—
NORDIC AMERICAN TANKERS LIMI
+$1.4M
433,700
增持
MO
ALTRIA GROUP INC
+$1.3M
31,220
+155%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.3M
87,799
+55%
建仓
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$1.3M
58,194
清仓
FV
FIRST TR EXCHANGE TRADED FD
-$1.3M
0
-100%
清仓
USFD
US FOODS HLDG CORP
-$1.3M
0
-100%
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$1.3M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
20,887
+14%
清仓
GAUG
FIRST TR EXCHNG TRADED FD VI
-$1.3M
0
-100%
增持
ILCB
ISHARES TR
+$1.3M
17,860
+314%
清仓
QMNV
FIRST TR EXCHNG TRADED FD VI
-$1.3M
0
-100%
增持
MS
MORGAN STANLEY
+$1.3M
9,214
+580%
增持
HD
HOME DEPOT INC
+$1.2M
12,446
+20%
减持
TCHP
T ROWE PRICE ETF INC
-$1.2M
7,951
-78%
减持
MOAT
VANECK ETF TRUST
-$1.2M
15,701
-47%
增持
WWJD
NORTHERN LTS FD TR IV
+$1.2M
125,629
+34%
减持
IVW
ISHARES TR
-$1.2M
13,303
-48%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$1.2M
9,091
减持
ILCG
ISHARES TR
-$1.2M
2,258
-85%
清仓
FLQL
FRANKLIN TEMPLETON ETF TR
-$1.2M
0
-100%
减持
CAT
CATERPILLAR INC
+$1.2M
20,633
-8%
清仓
BUFG
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
清仓
BUFT
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.1M
2,954
+395%
增持
SPYV
SPDR SERIES TRUST
+$1.1M
339,183
+1%
增持
INTC
INTEL CORP
+$1.1M
57,041
+65%
增持
CWB
SPDR SERIES TRUST
+$1.1M
17,320
+234%
减持
IWF
ISHARES TR
-$1.1M
8,505
-29%
建仓
SQ
BLOCK INC
+$1.1M
15,513
增持
GLD
SPDR GOLD TR
+$1.1M
19,697
+2%
增持
LLY
ELI LILLY & CO
+$1.1M
4,349
+51%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$1.1M
158,340
+8%
清仓
EUAD
SPINNAKER ETF SERIES
-$1.1M
0
-100%
清仓
FLBL
FRANKLIN TEMPLETON ETF TR
-$1.1M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.0M
116,168
+1%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$1.0M
0
-100%
清仓
IWM
ISHARES TR
-$1.0M
0
-100%
清仓
DJUL
FIRST TR EXCHNG TRADED FD VI
-$1.0M
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.0M
574,234
+3%
清仓
FRDM
EA SERIES TRUST
-$996.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$992.3K
3,780
+49%
清仓
SCHQ
SCHWAB STRATEGIC TR
-$986.1K
0
-100%
建仓
—
FRONTLINE PLC
+$972.6K
42,675
增持
BIBL
NORTHERN LTS FD TR IV
+$967.3K
68,837
+36%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$966.8K
7,004
-77%
建仓
FTHI
FIRST TR EXCHANGE TRADED FD
+$955.3K
40,290
建仓
EBS
EMERGENT BIOSOLUTIONS INC
+$941.1K
106,700
清仓
PHDG
INVESCO ACTIVELY MANAGED EXC
-$939.7K
0
-100%
清仓
KOMP
SPDR SERIES TRUST
-$938.2K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$915.6K
19,807
-0%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$902.6K
120,612
+16%
增持
XLK
SELECT SECTOR SPDR TR
+$896.5K
17,573
+10%
减持
COWZ
PACER FDS TR
-$886.4K
23,616
-42%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$877.3K
3,949
+86%
增持
APH
AMPHENOL CORP NEW
+$867.6K
15,103
+49%
清仓
PTLC
PACER FDS TR
-$867.5K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$860.4K
24,541
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$859.3K
39,507
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$857.2K
15,905
+242%
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$850.6K
16,831
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$825.9K
17,383
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$809.1K
71,936
+498%
建仓
DDFL
INNOVATOR ETFS TRUST
+$797.1K
39,469
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$792.3K
15,263
增持
V
VISA INC
+$791.6K
9,049
+40%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$785.9K
132,769
+6%
增持
JNJ
JOHNSON & JOHNSON
+$778.6K
11,550
+29%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$772.3K
24,791
+15%
增持
SPYM
SPDR SERIES TRUST
+$767.9K
93,018
+4%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$751.3K
0
-100%
减持
SECT
NORTHERN LTS FD TR IV
-$739.0K
11,431
-55%
减持
SPYG
SPDR SERIES TRUST
+$726.9K
113,078
-3%
