13F 机构持仓

SILVER OAK SECURITIES, INCORPORATED

JACKSON TN · SEC CIK 0001080576

2026Q22026Q1 更早 9 个季度 🔒
$16.47亿2026Q2 申报市值
830持仓数
18.4%前十大占比 · 第一大 2.7%
110 / 78新建仓 / 清仓
申报市值走势$16.47亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CGUS 2.7%
FTCS 2.2%
CDC 2.1%
CGDV 2.1%
AAPL 2.0%
NVDA 1.7%
QQQ 1.6%
RDVY 1.5%
CFO 1.4%
CAT 1.3%

2026Q2 买入最多 按季末市值估算

CFO 新建仓+$2,367.31万
IJS 新建仓+$1,259.59万
QQQ 加仓+$1,228.98万
IWM 加仓+$1,226.69万
VFLO 新建仓+$1,113.23万

2026Q2 卖出最多 按季末市值估算

OMFL 重新持有-$950.91万
EXXON MOBIL CORP 清仓-$531.15万
TFLO 减仓-$254.73万
FTCS 减仓-$244.24万
SCHD 减仓-$238.22万

2026Q2 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
SOC SABLE OFFSHORE CORP $5.79万0.00%18,803 18,803— $5.79万 新建仓
SPHD INVESCO EXCH TRADED FD TR II $6.18万0.00%1,215 00.0% — 不变
OMFL INVESCO EXCH TRD SLF IDX FD $6.53万0.00%952 -138,676-99.3% -$950.91万 重新持有
USA LIBERTY ALL STAR EQUITY FD $6.55万0.00%11,275 -20,432-64.4% -$11.87万 减仓
SLYG SPDR SERIES TRUST $6.59万0.00%553 553— $6.59万 新建仓
MSIF MSC INCOME FUND INC $6.91万0.00%5,976 5,976— $6.91万 新建仓
SOUN SOUNDHOUND AI INC $6.97万0.00%10,778 -236-2.1% -$1,527 减仓
INTU INTUIT $7.02万0.00%269 -865-76.3% -$22.58万 重新持有
— VOYA GLBL EQTY DIV & PREM OP $7.25万0.00%11,806 00.0% — 不变
IUSG ISHARES TR $7.99万0.00%425 -939-68.8% -$17.66万 重新持有
BITO PROSHARES TR $8.67万0.01%10,867 3753.6% $2,992 加仓
IVE ISHARES TR $9.47万0.01%417 417— $9.47万 新建仓
— AURORA CANNABIS INC $10.39万0.01%37,223 00.0% — 不变
— PIMCO INCOME STRATEGY FD II $11.35万0.01%15,917 -2,835-15.1% -$2.02万 减仓
LYG LLOYDS BANKING GROUP PLC $11.82万0.01%20,276 1,7859.7% $1.04万 加仓
ILPT INDUSTRIAL LOGISTICS PPTYS T $11.93万0.01%13,449 00.0% — 不变
RIG TRANSOCEAN LTD $12.51万0.01%25,573 470.2% $230 加仓
PGX INVESCO EXCH TRADED FD TR II $12.75万0.01%11,760 00.0% — 不变
MINT PIMCO ETF TR $12.96万0.01%1,286 -82-6.0% -$8,266 减仓
— CION INVT CORP $13.07万0.01%20,973 -4,715-18.4% -$2.94万 减仓
SMA SMARTSTOP SELF STORAG REIT I $14.35万0.01%4,414 -2,680-37.8% -$8.71万 减仓
CLX CLOROX CO DEL $14.43万0.01%1,512 -53-3.4% -$5,059 减仓
AAOI APPLIED OPTOELECTRONICS INC $14.70万0.01%992 992— $14.70万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $14.72万0.01%506 -241-32.3% -$7.01万 减仓
XMLV INVESCO EXCH TRADED FD TR II $14.84万0.01%2,237 -57-2.5% -$3,781 减仓
SPDW SPDR INDEX SHS FDS $15.68万0.01%3,112 51419.8% $2.59万 加仓
ONB OLD NATL BANCORP IND $15.81万0.01%6,104 6,104— $15.81万 新建仓
SDY SPDR SERIES TRUST $16.03万0.01%1,053 60.6% $913 加仓
RYLD GLOBAL X FDS $16.12万0.01%10,081 10,081— $16.12万 新建仓
WDAY WORKDAY INC $16.25万0.01%1,327 1,327— $16.25万 新建仓
IYE ISHARES TR $16.44万0.01%2,905 2,905— $16.44万 新建仓
MUB ISHARES TR $16.62万0.01%1,544 -113-6.8% -$1.22万 减仓
DOCT FIRST TR EXCHNG TRADED FD VI $16.68万0.01%3,574 3,574— $16.68万 新建仓
DDOG DATADOG INC $16.87万0.01%648 648— $16.87万 新建仓
ET ENERGY TRANSFER L P $16.87万0.01%8,825 8,825— $16.87万 新建仓
SPLV INVESCO EXCH TRADED FD TR II $17.08万0.01%2,281 -1,812-44.3% -$13.57万 减仓
AOA ISHARES TR $17.19万0.01%1,761 1,761— $17.19万 新建仓
SNPS SYNOPSYS INC $17.32万0.01%388 388— $17.32万 新建仓
TRV TRAVELERS COMPANIES INC $17.40万0.01%527 527— $17.40万 新建仓
IQV IQVIA HLDGS INC $17.47万0.01%904 -80-8.1% -$1.55万 重新持有
DOCU DOCUSIGN INC $17.51万0.01%3,941 70921.9% $3.15万 重新持有
HUM HUMANA INC $17.52万0.01%441 441— $17.52万 新建仓
IYZ ISHARES TR $17.74万0.01%4,194 4,194— $17.74万 新建仓
BDX BECTON DICKINSON & CO $17.77万0.01%1,174 1,174— $17.77万 新建仓
EPD ENTERPRISE PRODS PARTNERS L $18.06万0.01%4,912 4,912— $18.06万 新建仓
FNCL FIDELITY COVINGTON TRUST $18.31万0.01%2,392 -667-21.8% -$5.11万 重新持有
— AMPLIFY ETF TR $18.36万0.01%11,948 11,948— $18.36万 新建仓
SCHY SCHWAB STRATEGIC TR $18.57万0.01%5,852 5,852— $18.57万 新建仓
GCOW PACER FDS TR $18.70万0.01%4,318 -2,250-34.3% -$9.74万 减仓
EFA ISHARES TR $18.70万0.01%1,800 331.9% $3,428 加仓
AKRE PROFESIONALLY MANAGED PORTFO $18.72万0.01%3,519 -2,936-45.5% -$15.62万 重新持有
HYG ISHARES TR $18.76万0.01%2,346 -96-3.9% -$7,678 减仓
XLF SELECT SECTOR SPDR TR $18.82万0.01%3,511 -1,132-24.4% -$6.07万 减仓
SHOP SHOPIFY INC $19.07万0.01%1,670 -596-26.3% -$6.81万 减仓
ITW ILLINOIS TOOL WKS INC $19.09万0.01%706 706— $19.09万 新建仓
BCI ABRDN ETFS $19.13万0.01%8,565 -1,175-12.1% -$2.62万 减仓
MCK MCKESSON CORP $19.49万0.01%258 -11-4.1% -$8,312 减仓
FISV FISERV INC $19.54万0.01%3,983 3,983— $19.54万 新建仓
VIK VIKING HOLDINGS LTD $19.74万0.01%1,886 1,886— $19.74万 新建仓
TOUS T ROWE PRICE EXCHANGE-TRADED $19.79万0.01%5,158 5,158— $19.79万 新建仓
PJUL INNOVATOR ETFS TRUST $19.79万0.01%4,055 4,055— $19.79万 新建仓
PYPL PAYPAL HLDGS INC $19.94万0.01%4,618 1733.9% $7,470 重新持有
DXYZ DESTINY TECH100 INC $20.09万0.01%7,797 7,797— $20.09万 新建仓
WMB WILLIAMS COS INC $20.10万0.01%2,704 -2,523-48.3% -$18.75万 减仓
— DBX ETF TR $20.16万0.01%3,110 3,110— $20.16万 新建仓
VFH VANGUARD WORLD FD $20.21万0.01%1,535 -2,700-63.8% -$35.54万 重新持有
SPYI NEOS ETF TRUST $20.25万0.01%3,815 3,815— $20.25万 新建仓
PLD PROLOGIS INC. $20.37万0.01%1,504 191.3% $2,573 加仓
— FIRST TR EXCHNG TRADED FD VI $20.38万0.01%7,181 -1,620-18.4% -$4.60万 重新持有
OKE ONEOK INC NEW $20.41万0.01%2,348 -349-12.9% -$3.03万 减仓
AME AMETEK INC $20.64万0.01%853 853— $20.64万 新建仓
FTMH PUTNAM ETF TRUST $20.70万0.01%17,420 00.0% — 不变
HACK AMPLIFY ETF TR $20.79万0.01%1,982 1,982— $20.79万 新建仓
— FIRST TR EXCHNG TRADED FD VI $20.87万0.01%7,702 7,702— $20.87万 新建仓
BABA ALIBABA GROUP HLDG LTD $20.98万0.01%2,186 1919.6% $1.83万 加仓
FSM FORTUNA MNG CORP $21.05万0.01%24,915 00.0% — 不变
IWR ISHARES TR $21.10万0.01%1,913 -434-18.5% -$4.79万 减仓
GSK GSK PLC $21.12万0.01%4,029 1734.5% $9,069 加仓
MOAT VANECK ETF TRUST $21.16万0.01%2,036 -70-3.3% -$7,276 减仓
APLE APPLE HOSPITALITY REIT INC $21.19万0.01%12,608 12,608— $21.19万 新建仓
BMAR INNOVATOR ETFS TRUST $21.28万0.01%3,692 3,692— $21.28万 新建仓
SHEL SHELL PLC $21.42万0.01%2,762 -12-0.4% -$931 减仓
— FIDELITY MERRIMACK STR TR $21.45万0.01%4,549 521.2% $2,452 加仓
HCA HCA HEALTHCARE INC $21.64万0.01%555 -2-0.4% -$780 减仓
XMVM INVESCO EXCHANGE TRADED FD T $21.81万0.01%3,075 3,075— $21.81万 新建仓
FXI ISHARES TR $21.87万0.01%6,923 -258-3.6% -$8,150 减仓
XAR SPDR SERIES TRUST $21.91万0.01%772 -514-40.0% -$14.59万 重新持有
FE FIRSTENERGY CORP $22.08万0.01%4,644 1763.9% $8,367 加仓
USXF ISHARES TR $22.11万0.01%3,183 3,183— $22.11万 新建仓
— INNOVATOR ETFS TRUST $22.11万0.01%5,349 5,349— $22.11万 新建仓
NUDM NUSHARES ETF TR $22.17万0.01%5,540 5,540— $22.17万 新建仓
QQQI NEOS ETF TRUST $22.19万0.01%3,907 3,907— $22.19万 新建仓
COR CENCORA INC $22.23万0.01%786 -4-0.5% -$1,131 减仓
IBIT ISHARES BITCOIN TRUST ETF $22.28万0.01%6,692 -364-5.2% -$1.21万 减仓
DTE DTE ENERGY CO $22.35万0.01%1,467 00.0% — 不变
GAUG FIRST TR EXCHNG TRADED FD VI $22.37万0.01%5,401 -396-6.8% -$1.64万 减仓
VTEB VANGUARD MUN BD FDS $22.47万0.01%4,442 3628.9% $1.83万 加仓
HTD HANCOCK JOHN TAX-ADVANTAGED $22.62万0.01%8,872 270.3% $688 加仓
SPIP SPDR SERIES TRUST $22.72万0.01%8,848 20.0% $51 加仓
FTA FIRST TR EXCHANGE-TRADED ALP $22.76万0.01%2,351 693.0% $6,678 加仓