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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 31
减持 72
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$11.3M
337,869
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$8.6M
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$6.0M
0
-100%
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。
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$5.8M
102,387
-55%
减持
SCHM
SCHWAB STRATEGIC TR
-$5.6M
12,783
-94%
减持
AAPL
APPLE INC
-$5.0M
112,457
-9%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$4.8M
270,094
-18%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$4.7M
8,138
-93%
减持
MSFT
MICROSOFT CORP
-$4.6M
28,814
-8%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$4.5M
59,903
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$4.4M
122,302
清仓
LGLV
SPDR SERIES TRUST
-$4.0M
0
-100%
减持
MGK
VANGUARD WORLD FD
-$3.8M
14,531
-34%
减持
VOO
VANGUARD INDEX FDS
-$3.8M
7,470
-43%
减持
IVV
ISHARES TR
-$3.6M
4,807
-51%
减持
TPLC
TIMOTHY PLAN
-$3.6M
7,821
-91%
清仓
FYX
FIRST TR EXCHANGE-TRADED ALP
-$3.5M
0
-100%
减持
IWY
ISHARES TR
-$3.4M
9,579
-54%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$3.3M
81,059
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$3.1M
57,167
-52%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.1M
398,449
+21%
减持
NVDA
NVIDIA CORPORATION
-$3.0M
126,600
-5%
减持
SPYM
SPDR SERIES TRUST
-$2.9M
56,401
-37%
减持
OEF
ISHARES TR
-$2.9M
872
-90%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.9M
13,179
-53%
减持
QUAL
ISHARES TR
-$2.9M
9,388
-60%
减持
TSLA
TESLA INC
-$2.7M
7,839
-37%
减持
AMZN
AMAZON COM INC
-$2.6M
65,527
-6%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$2.6M
8,447
-83%
减持
VB
VANGUARD INDEX FDS
-$2.5M
1,604
-86%
减持
VTI
VANGUARD INDEX FDS
-$2.5M
54,587
-8%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$2.4M
79,350
+123%
清仓
POOL
POOL CORP
-$2.4M
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$2.4M
2,568
-81%
减持
AVGO
BROADCOM INC
-$2.4M
32,681
-8%
减持
USMV
ISHARES TR
-$2.3M
7,835
-75%
增持
XHLF
BONDBLOXX ETF TRUST
+$2.3M
386,643
+13%
增持
LVHI
LEGG MASON ETF INVT
+$2.3M
132,854
+58%
增持
ISMD
NORTHERN LTS FD TR IV
+$2.2M
66,190
+530%
减持
CAT
CATERPILLAR INC
+$2.2M
18,034
-1%
建仓
ESLV
STRATEGY SHS
+$2.2M
84,530
建仓
HGER
HARBOR ETF TRUST
+$2.2M
71,364
建仓
MGOV
FIRST TR EXCHANGE-TRADED FD
+$2.2M
106,302
建仓
USO
UNITED STS OIL FD LP
+$2.1M
16,115
建仓
IYLD
ISHARES TR
+$2.0M
94,130
减持
SCHG
SCHWAB STRATEGIC TR
-$2.0M
177,819
-19%
清仓
QUS
SPDR SERIES TRUST
-$2.0M
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.9M
113,790
-22%
减持
GLD
SPDR GOLD TR
-$1.9M
16,806
-26%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$1.9M
26,017
-32%
清仓
USMC
PRINCIPAL EXCHANGE TRADED FD
-$1.8M
0
-100%
清仓
EFG
ISHARES TR
-$1.8M
0
-100%
清仓
PSFF
PACER FDS TR
-$1.8M
0
-100%
减持
ACIO
ETF SER SOLUTIONS
-$1.8M
293,465
-9%
减持
SPYG
SPDR SERIES TRUST
-$1.8M
128,202
-4%
清仓
FDLO
FIDELITY COVINGTON TRUST
-$1.7M
0
-100%
减持
COWG
PACER FDS TR
-$1.7M
6,771
-88%
减持
VGT
VANGUARD WORLD FD
-$1.7M
817
-73%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.7M
412,728
-4%
增持
BIL
SPDR SERIES TRUST
+$1.7M
124,432
+17%
减持
GOOGL
ALPHABET INC
-$1.6M
32,723
-7%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$1.6M
18,930
+21%
增持
MGV
VANGUARD WORLD FD
+$1.6M
14,089
+316%
清仓
IWB
ISHARES TR
-$1.6M
0
-100%
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$1.5M
22,761
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$1.5M
4,480
-81%
减持
CWB
SPDR SERIES TRUST
-$1.5M
4,658
-78%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
-$1.4M
2,282
-88%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$1.4M
11,007
清仓
AVAV
AEROVIRONMENT INC
-$1.4M
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$1.4M
4,792
-70%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.4M
17,846
-20%
减持
HD
HOME DEPOT INC
-$1.4M
8,728
-29%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$1.4M
0
-100%
增持
ILCG
ISHARES TR
+$1.4M
16,685
+660%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$1.3M
46,302
-4%
清仓
PWB
INVESCO EXCHANGE TRADED FD T
-$1.3M
0
-100%
减持
VO
VANGUARD INDEX FDS
-$1.3M
1,338
-77%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.3M
132,222
+84%
减持
ILCB
ISHARES TR
-$1.3M
4,129
-77%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.3M
939,142
+9%
建仓
EFAV
ISHARES TR
+$1.3M
14,380
减持
META
META PLATFORMS INC
-$1.3M
8,164
-9%
清仓
FDT
FIRST TR EXCH TRD ALPHDX FD
-$1.3M
0
-100%
减持
—
EXXON MOBIL CORP
+$1.3M
31,307
-6%
增持
VV
VANGUARD INDEX FDS
+$1.3M
5,515
+363%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$1.2M
38,503
-51%
清仓
CLS
CELESTICA INC
-$1.2M
0
-100%
清仓
FTC
FIRST TR EXCHANGE-TRADED ALP
-$1.2M
0
-100%
减持
CDC
VICTORY PORTFOLIOS II
+$1.2M
467,262
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
7,265
-26%
清仓
TLT
ISHARES TR
-$1.2M
0
-100%
减持
IDUB
ETF SER SOLUTIONS
-$1.2M
265,477
-16%
清仓
TMFC
RBB FD INC
-$1.1M
0
-100%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$1.1M
29,246
-26%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
11,977
-65%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.1M
56,280
-40%
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$1.1M
0
-100%
减持
QCOM
QUALCOMM INC
-$1.1M
5,041
-49%
增持
—
NORDIC AMERICAN TANKERS LIMI
+$1.1M
435,109
+0%
建仓
IJAN
INNOVATOR ETFS TRUST
+$1.1M
29,124
增持
LMT
LOCKHEED MARTIN CORP
+$1.0M
3,343
+67%
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$1.0M
0
-100%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.0M
72,078
-15%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.0M
78,431
+66%
减持
LLY
ELI LILLY & CO
-$1.0M
4,316
-7%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$1.0M
25,532
+0%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$993.0K
34,991
+155%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$989.6K
485,388
+13%
清仓
DLS
WISDOMTREE TR
-$988.9K
0
-100%
清仓
SOVF
ELEVATION SERIES TRUST
-$988.7K
0
-100%
清仓
ANGL
VANECK ETF TRUST
-$985.7K
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$976.5K
404,100
+7%
建仓
BLV
VANGUARD BD INDEX FDS
+$975.2K
14,179
增持
WWJD
NORTHERN LTS FD TR IV
+$968.5K
153,823
+18%
减持
OSCV
ETF SER SOLUTIONS
-$965.0K
109,519
-23%
清仓
DBA
INVESCO DB MULTI-SECTOR COMM
-$950.6K
0
-100%
增持
SGOV
ISHARES TR
+$949.6K
18,542
+103%
减持
VTIP
VANGUARD MALVERN FDS
-$947.0K
4,624
-81%
清仓
TTMI
TTM TECHNOLOGIES INC
-$944.4K
0
-100%
清仓
IOCT
INNOVATOR ETFS TRUST
-$928.2K
0
-100%
建仓
JANI
AIM ETF PRODUCTS TRUST
+$919.4K
37,563
增持
RTX
RTX CORPORATION
+$912.0K
19,731
+25%
增持
JAAA
JANUS DETROIT STR TR
+$907.9K
333,274
+6%
减持
SPIB
SPDR SERIES TRUST
-$902.4K
23,592
-53%
增持
VUG
VANGUARD INDEX FDS
+$891.0K
5,963
+71%
清仓
—
ACCENTURE PLC IRELAND
-$883.5K
0
-100%
清仓
LGOV
FIRST TR EXCHANGE-TRADED FD
-$879.8K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$859.2K
6,927
+94%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$857.1K
16,163
-5%
减持
ADME
ETF SER SOLUTIONS
-$845.3K
100,030
-11%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$841.3K
49,304
-24%
减持
BKNG
BOOKING HOLDINGS INC
-$825.8K
81
-62%
减持
XLI
SELECT SECTOR SPDR TR
-$824.6K
1,562
-77%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$817.7K
13,088
-51%
增持
COP
CONOCOPHILLIPS
+$815.4K
8,248
+184%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$803.5K
646,719
+6%
增持
SECT
NORTHERN LTS FD TR IV
+$798.8K
25,834
+121%
减持
IVW
ISHARES TR
-$793.1K
47,143
-4%
建仓
PICK
ISHARES INC
+$790.3K
13,965
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$782.8K
26,650
+22%
减持
CVX
CHEVRON CORPORATION
+$772.6K
16,476
-5%
清仓
INTU
INTUIT
-$759.6K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$750.5K
38,880
-24%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$741.0K
25,811
减持
FIX
COMFORT SYS USA INC
+$732.2K
2,104
-8%
增持
FLRT
PACER FDS TR
+$723.0K
54,408
+43%
增持
XLU
SELECT SECTOR SPDR TR
+$714.6K
88,420
+14%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$703.2K
513
-75%
减持
AVUV
AMERICAN CENTY ETF TR
+$700.8K
118,598
-2%
