SILVER OAK SECURITIES, INCORPORATED
JACKSON TN · SEC CIK 0001080576
$13.68亿2026Q1 申报市值
781持仓数
19.1%前十大占比 · 第一大 2.8%
61 / 79新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CGGO 新建仓+$1,127.47万
SPHQ 新建仓+$450.41万
CGDG 新建仓+$439.06万
CGGR 新建仓+$325.78万
CGUS 加仓+$311.42万
2026Q1 卖出最多 按季末市值估算
VXUS 清仓-$600.67万
FVD 减仓-$593.32万
SCHM 减仓-$569.69万
FIXD 减仓-$458.83万
RDVY 减仓-$413.67万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IDEV | ISHARES TR | $1.41万 | 0.00% | 169 | -115 | -40.5% | -$9,610 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $2.50万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $2.69万 | 0.00% | 505 | -229 | -31.2% | -$1.22万 | 减仓 |
| IUSB | ISHARES TR | $3.00万 | 0.00% | 649 | -1 | -0.2% | -$46 | 减仓 |
| GABC | GERMAN AMERN BANCORP INC | $3.07万 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $5.64万 | 0.00% | 518 | -2,471 | -82.7% | -$26.92万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $6.03万 | 0.00% | 1,215 | -135 | -10.0% | -$6,697 | 减仓 |
| — | SILA REALTY TRUST INC | $6.57万 | 0.00% | 2,773 | 656 | 31.0% | $1.55万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $6.73万 | 0.00% | 11,806 | -21 | -0.2% | -$120 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $7.57万 | 0.01% | 11,014 | 11,014 | — | $7.57万 | 新建仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $7.64万 | 0.01% | 13,449 | -228 | -1.7% | -$1,295 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $9.30万 | 0.01% | 18,491 | 1,046 | 6.0% | $5,261 | 加仓 |
| BITO | PROSHARES TR | $9.77万 | 0.01% | 10,492 | -2,165 | -17.1% | -$2.02万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $9.98万 | 0.01% | 2,190 | -999 | -31.3% | -$4.55万 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $10.32万 | 0.01% | 2,482 | -1,147 | -31.6% | -$4.77万 | 减仓 |
| WU | WESTERN UN CO | $10.48万 | 0.01% | 12,000 | 12,000 | — | $10.48万 | 新建仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $10.62万 | 0.01% | 12,461 | 12,461 | — | $10.62万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $11.09万 | 0.01% | 19,808 | 2,801 | 16.5% | $1.57万 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $11.31万 | 0.01% | 17,135 | 3,587 | 26.5% | $2.37万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $11.36万 | 0.01% | 9,881 | 1,079 | 12.3% | $1.24万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $11.86万 | 0.01% | 2,598 | -66 | -2.5% | -$3,013 | 减仓 |
| — | AURORA CANNABIS INC | $12.17万 | 0.01% | 37,223 | 15,491 | 71.3% | $5.07万 | 加仓 |
| CMI | CUMMINS INC | $12.35万 | 0.01% | 229 | 119 | 108.2% | $6.42万 | 加仓 |
| — | GABELLI UTIL TR | $12.43万 | 0.01% | 20,546 | 4,498 | 28.0% | $2.72万 | 加仓 |
| IWV | ISHARES TR | $12.65万 | 0.01% | 341 | 336 | 6,720.0% | $12.47万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $12.79万 | 0.01% | 11,760 | -300 | -2.5% | -$3,264 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $12.92万 | 0.01% | 18,752 | -100 | -0.5% | -$689 | 减仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $13.04万 | 0.01% | 27,459 | -849 | -3.0% | -$4,033 | 减仓 |
| MINT | PIMCO ETF TR | $13.76万 | 0.01% | 1,368 | -200 | -12.8% | -$2.01万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $14.45万 | 0.01% | 2,294 | -974 | -29.8% | -$6.13万 | 减仓 |
| SDY | SPDR SERIES TRUST | $15.28万 | 0.01% | 1,047 | 6 | 0.6% | $876 | 加仓 |
| CLX | CLOROX CO DEL | $16.22万 | 0.01% | 1,565 | 1,565 | — | $16.22万 | 新建仓 |
| — | ISHARES TR | $16.30万 | 0.01% | 17,776 | 17,776 | — | $16.30万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $16.92万 | 0.01% | 25,526 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $17.16万 | 0.01% | 1,767 | -3,254 | -64.8% | -$31.61万 | 减仓 |
| — | CION INVT CORP | $17.57万 | 0.01% | 25,688 | -2,372 | -8.5% | -$1.62万 | 减仓 |
| MUB | ISHARES TR | $17.59万 | 0.01% | 1,657 | 99 | 6.4% | $1.05万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $17.60万 | 0.01% | 31,707 | 4,903 | 18.3% | $2.72万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $18.73万 | 0.01% | 10,517 | -9,973 | -48.7% | -$17.76万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $18.80万 | 0.01% | 12,511 | -465 | -3.6% | -$6,989 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $19.41万 | 0.01% | 1,311 | -241 | -15.5% | -$3.57万 | 减仓 |
| HYG | ISHARES TR | $19.43万 | 0.01% | 2,442 | -2,251 | -48.0% | -$17.91万 | 减仓 |
| PLD | PROLOGIS INC. | $19.62万 | 0.01% | 1,485 | -12 | -0.8% | -$1,586 | 减仓 |
| IWM | ISHARES TR | $19.64万 | 0.01% | 792 | 792 | — | $19.64万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $19.76万 | 0.01% | 4,212 | -15 | -0.4% | -$704 | 减仓 |
| FTMH | PUTNAM ETF TRUST | $20.09万 | 0.01% | 17,420 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $20.17万 | 0.01% | 2,245 | 22 | 1.0% | $1,976 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $20.36万 | 0.01% | 4,080 | -787 | -16.2% | -$3.93万 | 重新持有 |
| MOAT | VANECK ETF TRUST | $20.36万 | 0.01% | 2,106 | -267 | -11.3% | -$2.58万 | 减仓 |
| IEMG | ISHARES INC | $20.39万 | 0.01% | 2,923 | -1,258 | -30.1% | -$8.77万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $20.44万 | 0.01% | 8,055 | 8,055 | — | $20.44万 | 新建仓 |
| RUM | RUMBLE INC | $20.55万 | 0.02% | 40,289 | 1,100 | 2.8% | $5,610 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.75万 | 0.02% | 2,563 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $20.90万 | 0.02% | 513 | -1,524 | -74.8% | -$62.10万 | 减仓 |
| IJK | ISHARES TR | $20.94万 | 0.02% | 2,081 | -755 | -26.6% | -$7.60万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.95万 | 0.02% | 9,727 | -1,897 | -16.3% | -$4.09万 | 重新持有 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $21.03万 | 0.02% | 5,158 | 272 | 5.6% | $1.11万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $21.04万 | 0.02% | 1,205 | -141 | -10.5% | -$2.46万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $21.07万 | 0.02% | 2,282 | -16,824 | -88.1% | -$155.37万 | 减仓 |
| — | BNY MELLON ETF TRUST II | $21.12万 | 0.02% | 6,217 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $21.13万 | 0.02% | 843 | -317 | -27.3% | -$7.94万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $21.19万 | 0.02% | 4,497 | 51 | 1.1% | $2,404 | 加仓 |
| GSK | GSK PLC | $21.28万 | 0.02% | 3,856 | 3,856 | — | $21.28万 | 新建仓 |
| REM | ISHARES TR | $21.28万 | 0.02% | 9,914 | -1,096 | -10.0% | -$2.35万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $21.31万 | 0.02% | 2,403 | -895 | -27.1% | -$7.94万 | 减仓 |
| XYLD | GLOBAL X FDS | $21.33万 | 0.02% | 5,450 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $21.36万 | 0.02% | 2,091 | 2,091 | — | $21.36万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $21.41万 | 0.02% | 5,698 | 5 | 0.1% | $188 | 加仓 |
| DTE | DTE ENERGY CO | $21.45万 | 0.02% | 1,467 | -17 | -1.1% | -$2,486 | 重新持有 |
| SMA | SMARTSTOP SELF STORAG REIT I | $21.48万 | 0.02% | 7,094 | -25 | -0.4% | -$757 | 减仓 |
| ITA | ISHARES TR | $21.57万 | 0.02% | 986 | 986 | — | $21.57万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $21.70万 | 0.02% | 5,832 | 5,832 | — | $21.70万 | 新建仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $21.91万 | 0.02% | 8,845 | 27 | 0.3% | $669 | 加仓 |
| TGT | TARGET CORP | $21.95万 | 0.02% | 1,811 | -397 | -18.0% | -$4.81万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $22.28万 | 0.02% | 3,532 | 38 | 1.1% | $2,397 | 加仓 |
| VCR | VANGUARD WORLD FD | $22.29万 | 0.02% | 621 | -805 | -56.5% | -$28.89万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $22.33万 | 0.02% | 2,165 | -797 | -26.9% | -$8.22万 | 减仓 |
| BBY | BEST BUY INC | $22.41万 | 0.02% | 3,491 | -55 | -1.6% | -$3,531 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $22.43万 | 0.02% | 2,239 | 2,239 | — | $22.43万 | 新建仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $22.44万 | 0.02% | 5,797 | 0 | 0.0% | — | 不变 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $22.50万 | 0.02% | 8,568 | 8,568 | — | $22.50万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $22.53万 | 0.02% | 1,953 | 1,953 | — | $22.53万 | 新建仓 |
| BX | BLACKSTONE INC | $22.57万 | 0.02% | 1,963 | -372 | -15.9% | -$4.28万 | 减仓 |
| SDOG | ALPS ETF TR | $22.57万 | 0.02% | 3,471 | -200 | -5.4% | -$1.30万 | 减仓 |
| FE | FIRSTENERGY CORP | $22.63万 | 0.02% | 4,468 | 4,468 | — | $22.63万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $22.72万 | 0.02% | 709 | -16 | -2.2% | -$5,126 | 减仓 |
| IWR | ISHARES TR | $22.82万 | 0.02% | 2,347 | 17 | 0.7% | $1,653 | 加仓 |
| COWG | PACER FDS TR | $22.84万 | 0.02% | 6,771 | -48,667 | -87.8% | -$164.20万 | 减仓 |
| CMPR | CIMPRESS PLC | $22.92万 | 0.02% | 3,140 | 10 | 0.3% | $730 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $22.92万 | 0.02% | 4,643 | -1,855 | -28.5% | -$9.16万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $22.97万 | 0.02% | 4,066 | 0 | 0.0% | — | 不变 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $23.00万 | 0.02% | 4,119 | -585 | -12.4% | -$3.27万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $23.01万 | 0.02% | 8,846 | -118 | -1.3% | -$3,069 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $23.10万 | 0.02% | 4,624 | -19,189 | -80.6% | -$95.86万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $23.19万 | 0.02% | 9,985 | -1,771 | -15.1% | -$4.11万 | 重新持有 |
| MCK | MCKESSON CORP | $23.28万 | 0.02% | 269 | -433 | -61.7% | -$37.47万 | 减仓 |
| BIZD | VANECK ETF TRUST | $23.29万 | 0.02% | 18,197 | -378 | -2.0% | -$4,838 | 减仓 |
| CALF | PACER FDS TR | $23.30万 | 0.02% | 5,193 | 205 | 4.1% | $9,199 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.31万 | 0.02% | 1,780 | -9 | -0.5% | -$1,179 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.38万 | 0.02% | 12,460 | 12,460 | — | $23.38万 | 新建仓 |