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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 26
增持 71
减持 43
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$34.8M
858,085
增持
PVAL
PUTNAM ETF TRUST
+$16.5M
397,649
+881%
减持
SPYV
SPDR SERIES TRUST
-$13.5M
91,653
-73%
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
BND
VANGUARD BD INDEX FDS
+$11.6M
179,637
+668%
增持
XHLF
BONDBLOXX ETF TRUST
+$9.7M
342,051
+131%
减持
FBND
FIDELITY MERRIMACK STR TR
-$9.1M
378,054
-34%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$5.8M
330,678
+28%
增持
SPTS
SPDR SERIES TRUST
+$5.2M
257,546
+227%
减持
SHY
ISHARES TR
-$5.2M
93,379
-40%
增持
IWY
ISHARES TR
+$5.1M
20,786
+751%
增持
IVW
ISHARES TR
+$4.5M
49,336
+271%
建仓
LGLV
SPDR SERIES TRUST
+$4.0M
22,746
减持
IUSV
ISHARES TR
-$3.4M
2,971
-92%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.2M
607,965
+9%
增持
GOOGL
ALPHABET INC
+$3.1M
35,233
+8%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.1M
48,711
增持
AAPL
APPLE INC
+$2.9M
122,962
+2%
减持
VUG
VANGUARD INDEX FDS
-$2.7M
3,485
-62%
增持
TFLO
ISHARES TR
+$2.6M
251,755
+26%
减持
REGL
PROSHARES TR
-$2.6M
56,681
-35%
减持
PTF
INVESCO EXCHANGE TRADED FD T
-$2.6M
4,118
-89%
清仓
PEZ
INVESCO EXCHANGE TRADED FD T
-$2.5M
0
-100%
增持
SPYG
SPDR SERIES TRUST
+$2.5M
133,501
+18%
减持
SPY
SPDR S&P 500 ETF TR
-$2.5M
15,622
-21%
建仓
POOL
POOL CORP
+$2.4M
10,383
减持
PRN
INVESCO EXCHANGE TRADED FD T
-$2.4M
1,887
-88%
减持
OEF
ISHARES TR
-$2.3M
9,122
-44%
增持
USMV
ISHARES TR
+$2.3M
31,907
+307%
减持
PFI
INVESCO EXCHANGE TRADED FD T
-$2.3M
5,721
-87%
清仓
TIPX
SPDR SERIES TRUST
-$2.2M
0
-100%
增持
GLD
SPDR GOLD TR
+$2.1M
22,774
+16%
增持
NLR
VANECK ETF TRUST
+$2.0M
27,509
+169%
减持
ONEQ
FIDELITY COMWLTH TR
-$2.0M
2,683
-89%
减持
AOR
ISHARES TR
-$2.0M
4,513
-87%
建仓
BKLC
BNY MELLON ETF TRUST
+$1.9M
14,648
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$1.9M
1,350
-97%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.9M
50,947
+151%
增持
PULS
PGIM ETF TR
+$1.8M
45,959
+424%
减持
ORCL
ORACLE CORP
-$1.8M
6,353
-42%
减持
FEX
FIRST TR EXCHANGE-TRADED ALP
-$1.8M
136,499
-12%
建仓
FLRT
PACER FDS TR
+$1.8M
38,130
增持
QUAL
ISHARES TR
+$1.8M
23,257
+58%
减持
QQQ
INVESCO QQQ TR
-$1.8M
17,276
-17%
增持
FLTR
VANECK ETF TRUST
+$1.8M
92,331
+313%
减持
USFR
WISDOMTREE TR
-$1.7M
109,419
-24%
增持
LLY
ELI LILLY & CO
+$1.7M
4,628
+6%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$1.7M
48,413
-15%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$1.7M
75,683
+685%
增持
XLU
SELECT SECTOR SPDR TR
+$1.7M
77,817
+301%
增持
FQAL
FIDELITY COVINGTON TRUST
+$1.6M
26,853
+318%
建仓
QCOC
FIRST TR EXCHNG TRADED FD VI
+$1.6M
69,432
建仓
IWB
ISHARES TR
+$1.6M
4,148
增持
AMZN
AMAZON COM INC
+$1.5M
70,040
+4%
减持
MGK
VANGUARD WORLD FD
-$1.5M
21,917
-17%
增持
TSLA
TESLA INC
+$1.5M
12,389
+32%
增持
PTL
NORTHERN LTS FD TR IV
+$1.5M
59,930
+10%
减持
OPER
ETF SER SOLUTIONS
-$1.4M
34,989
-29%
建仓
AVAV
AEROVIRONMENT INC
+$1.4M
5,834
建仓
FLQL
FRANKLIN TEMPLETON ETF TR
+$1.4M
20,154
清仓
NJUN
INNOVATOR ETFS TRUST
-$1.4M
0
-100%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.4M
11,980
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.4M
47,115
+538%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.4M
94,018
+91%
减持
DGRW
WISDOMTREE TR
-$1.3M
6,159
-71%
减持
MOAT
VANECK ETF TRUST
-$1.3M
2,373
-85%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$1.3M
86,580
增持
FDLO
FIDELITY COVINGTON TRUST
+$1.3M
26,009
+274%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
146,734
+11%
清仓
SFM
SPROUTS FMRS MKT INC
-$1.2M
0
-100%
建仓
CLS
CELESTICA INC
+$1.2M
4,065
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$1.2M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
13,014
+14%
增持
XLV
SELECT SECTOR SPDR TR
+$1.2M
11,708
+149%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.2M
78,602
+60%
建仓
TMFC
RBB FD INC
+$1.1M
15,821
建仓
TER
TERADYNE INC
+$1.1M
5,698
减持
CDC
VICTORY PORTFOLIOS II
-$1.1M
484,811
-3%
增持
XLY
SELECT SECTOR SPDR TR
+$1.1M
16,152
+354%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
9,788
+47%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
16,950
+45%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.1M
430,969
+8%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.1M
43,015
-49%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.0M
428,828
-2%
增持
VTIP
VANGUARD MALVERN FDS
+$1.0M
23,813
+716%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$1.0M
171,325
+8%
增持
XLP
SELECT SECTOR SPDR TR
+$985.5K
29,618
+75%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$981.2K
39,739
+82%
减持
SLV
ISHARES SILVER TR
+$966.6K
40,385
-6%
增持
XSVN
BONDBLOXX ETF TRUST
+$961.2K
105,115
+23%
清仓
HOOD
ROBINHOOD MKTS INC
-$950.1K
0
-100%
减持
T
AT&T INC
-$942.3K
137,171
-11%
建仓
IOCT
INNOVATOR ETFS TRUST
+$928.2K
26,534
增持
AVGO
BROADCOM INC
+$896.7K
35,638
+2%
减持
UBER
UBER TECHNOLOGIES INC
-$881.4K
6,768
-54%
增持
WMT
WALMART INC
+$864.8K
58,920
+6%
增持
VTI
VANGUARD INDEX FDS
+$841.6K
59,140
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$838.5K
120,500
+4%
减持
PANW
PALO ALTO NETWORKS INC
-$828.1K
8,353
-29%
增持
IWL
ISHARES TR
+$826.0K
12,968
+54%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$807.4K
2,037
-48%
增持
MU
MICRON TECHNOLOGY INC
+$768.9K
5,966
+2%
减持
IWF
ISHARES TR
-$766.3K
6,746
-21%
建仓
INTU
INTUIT
+$759.6K
1,134
减持
GOOG
ALPHABET INC
+$759.5K
13,845
-6%
减持
HD
HOME DEPOT INC
-$757.6K
12,373
-1%
建仓
CFG
CITIZENS FINL GROUP INC
+$751.7K
12,752
增持
PDEC
INNOVATOR ETFS TRUST
+$745.3K
25,735
+188%
建仓
FICO
FAIR ISAAC CORP
+$721.0K
413
增持
ACIO
ETF SER SOLUTIONS
+$711.0K
321,073
+4%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$707.0K
43,019
-25%
减持
CAT
CATERPILLAR INC
+$701.1K
18,265
-11%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$690.9K
23,458
+96%
增持
—
ACCENTURE PLC IRELAND
+$690.4K
3,272
+318%
增持
IDUB
ETF SER SOLUTIONS
+$687.1K
315,082
+6%
增持
COKE
COCA COLA CONS INC
+$683.6K
9,051
+48%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$682.2K
17,078
+8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$681.3K
27,867
+12%
建仓
SBIO
ALPS ETF TR
+$677.3K
13,335
增持
FEOE
RBB FUND TRUST
+$671.7K
78,631
+15%
增持
SCHG
SCHWAB STRATEGIC TR
+$659.7K
219,109
+7%
增持
VPLS
VANGUARD MALVERN FDS
+$658.7K
55,086
+19%
清仓
BRO
BROWN & BROWN INC
-$655.4K
0
-100%
清仓
RCAT
RED CAT HLDGS INC
-$655.0K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$648.9K
2,260
-59%
减持
FTNT
FORTINET INC
-$646.3K
4,805
-61%
清仓
MMSI
MERIT MED SYS INC
-$641.9K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$634.0K
10,023
+6%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$633.8K
21,789
+37%
增持
BUYW
NORTHERN LTS FD TR IV
+$631.9K
116,078
+60%
减持
INTC
INTEL CORP
-$622.9K
34,607
-39%
减持
ANET
ARISTA NETWORKS INC
-$620.2K
16,109
-15%
清仓
LRN
STRIDE INC
-$613.6K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$609.4K
25,462
+1%
建仓
RCS
PIMCO STRATEGIC INCOME FD
+$603.4K
103,142
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$599.3K
15,544
+220%
增持
QUS
SPDR SERIES TRUST
+$594.8K
11,137
+40%
增持
XLK
SELECT SECTOR SPDR TR
-$573.3K
30,120
+71%
减持
TLT
ISHARES TR
-$567.4K
13,319
-31%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$566.5K
21,364
-18%
建仓
NVO
NOVO-NORDISK A S
+$556.0K
10,856
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$551.4K
68,720
-26%
增持
PH
PARKER-HANNIFIN CORP
+$547.2K
1,857
+28%
建仓
SFD
SMITHFIELD FOODS INC
+$544.6K
24,434
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$527.3K
9,850
建仓
ALV
AUTOLIV INC
+$518.1K
4,311
增持
FNDA
SCHWAB STRATEGIC TR
+$515.1K
44,419
+54%
增持
IOO
ISHARES TR
+$514.9K
45,540
+3%
增持
FNDF
SCHWAB STRATEGIC TR
+$513.4K
36,451
+37%
增持
MDYV
SPDR SERIES TRUST
+$512.7K
15,526
+59%
建仓
WTV
WISDOMTREE TR
+$508.0K
5,404
