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 |
|---|---|---|---|---|---|---|---|---|
| AWK | AMERICAN WTR WKS CO INC NEW | $23.39万 | 0.02% | 1,719 | -84 | -4.7% | -$1.14万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $23.41万 | 0.02% | 8,405 | -16,164 | -65.8% | -$45.02万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $23.54万 | 0.02% | 6,814 | -130 | -1.9% | -$4,492 | 减仓 |
| EEM | ISHARES TR | $23.58万 | 0.02% | 4,152 | 339 | 8.9% | $1.93万 | 加仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $23.61万 | 0.02% | 9,036 | 9,036 | — | $23.61万 | 新建仓 |
| BCI | ABRDN ETFS | $23.66万 | 0.02% | 9,740 | -382 | -3.8% | -$9,279 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $23.90万 | 0.02% | 2,561 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $24.15万 | 0.02% | 1,601 | 38 | 2.4% | $5,731 | 加仓 |
| OKE | ONEOK INC NEW | $24.38万 | 0.02% | 2,697 | 2,697 | — | $24.38万 | 新建仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $24.59万 | 0.02% | 3,486 | 300 | 9.4% | $2.12万 | 加仓 |
| SYY | SYSCO CORP | $24.68万 | 0.02% | 3,460 | -17 | -0.5% | -$1,213 | 减仓 |
| FSM | FORTUNA MNG CORP | $24.74万 | 0.02% | 24,915 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $24.83万 | 0.02% | 790 | -309 | -28.1% | -$9.71万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $24.83万 | 0.02% | 2,996 | 2,996 | — | $24.83万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $24.84万 | 0.02% | 6,122 | -15,023 | -71.0% | -$60.95万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $24.91万 | 0.02% | 9,481 | 9,481 | — | $24.91万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $25.03万 | 0.02% | 1,995 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $25.27万 | 0.02% | 1,562 | -5,325 | -77.3% | -$86.14万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $25.32万 | 0.02% | 6,981 | 547 | 8.5% | $1.98万 | 加仓 |
| CVS | CVS HEALTH CORP | $25.34万 | 0.02% | 3,528 | -686 | -16.3% | -$4.93万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $25.43万 | 0.02% | 517 | -8 | -1.5% | -$3,935 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $25.55万 | 0.02% | 9,619 | 705 | 7.9% | $1.87万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $25.71万 | 0.02% | 885 | -36 | -3.9% | -$1.05万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $25.76万 | 0.02% | 4,911 | 120 | 2.5% | $6,294 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $25.78万 | 0.02% | 7,953 | 600 | 8.2% | $1.94万 | 加仓 |
| FXI | ISHARES TR | $25.78万 | 0.02% | 7,181 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $25.79万 | 0.02% | 747 | 747 | — | $25.79万 | 新建仓 |
| SHEL | SHELL PLC | $25.80万 | 0.02% | 2,774 | -596 | -17.7% | -$5.54万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $26.36万 | 0.02% | 557 | 4 | 0.7% | $1,893 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $26.36万 | 0.02% | 806 | 26 | 3.3% | $8,504 | 加仓 |
| — | ALPS ETF TR | $26.54万 | 0.02% | 6,746 | 6,746 | — | $26.54万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $26.61万 | 0.02% | 31,494 | 31 | 0.1% | $262 | 加仓 |
| IYF | ISHARES TR | $26.64万 | 0.02% | 2,264 | 11 | 0.5% | $1,294 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $26.68万 | 0.02% | 13,503 | 1 | 0.0% | $20 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $26.71万 | 0.02% | 15,152 | 1,677 | 12.4% | $2.96万 | 加仓 |
| SHOP | SHOPIFY INC | $26.88万 | 0.02% | 2,266 | -267 | -10.5% | -$3.17万 | 减仓 |
| UNP | UNION PAC CORP | $26.94万 | 0.02% | 1,110 | -10 | -0.9% | -$2,427 | 减仓 |
| CHE | CHEMED CORP NEW | $27.10万 | 0.02% | 717 | 126 | 21.3% | $4.76万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.11万 | 0.02% | 7,056 | -126 | -1.8% | -$4,841 | 减仓 |
| XYL | XYLEM INC | $27.13万 | 0.02% | 2,270 | -320 | -12.4% | -$3.82万 | 减仓 |
| CTRE | CARETRUST REIT INC | $27.36万 | 0.02% | 7,464 | 7,464 | — | $27.36万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.39万 | 0.02% | 7,090 | 13 | 0.2% | $502 | 加仓 |
| LIN | LINDE PLC | $27.39万 | 0.02% | 553 | 14 | 2.6% | $6,935 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $27.43万 | 0.02% | 13,221 | 13,221 | — | $27.43万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $27.49万 | 0.02% | 567 | 8 | 1.4% | $3,879 | 加仓 |
| DES | WISDOMTREE TR | $27.52万 | 0.02% | 7,658 | -450 | -5.6% | -$1.62万 | 减仓 |
| NET | CLOUDFLARE INC | $27.65万 | 0.02% | 1,340 | 250 | 22.9% | $5.16万 | 加仓 |
| OEF | ISHARES TR | $27.74万 | 0.02% | 872 | -8,250 | -90.4% | -$262.41万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $27.75万 | 0.02% | 5,796 | -200 | -3.3% | -$9,576 | 减仓 |
| MTZ | MASTEC INC | $27.83万 | 0.02% | 865 | 865 | — | $27.83万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $27.88万 | 0.02% | 12,995 | 12,995 | — | $27.88万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $27.93万 | 0.02% | 27,113 | -155 | -0.6% | -$1,597 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $28.14万 | 0.02% | 7,081 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $28.22万 | 0.02% | 1,010 | -148 | -12.8% | -$4.13万 | 减仓 |
| TTE | TOTALENERGIES SE | $28.23万 | 0.02% | 3,103 | 3,103 | — | $28.23万 | 新建仓 |
| RY | ROYAL BK CDA | $28.30万 | 0.02% | 1,749 | -738 | -29.7% | -$11.94万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $28.33万 | 0.02% | 5,628 | -596 | -9.6% | -$3.00万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $28.40万 | 0.02% | 3,297 | 3,297 | — | $28.40万 | 新建仓 |
| QDPL | PACER FDS TR | $28.41万 | 0.02% | 7,078 | 273 | 4.0% | $1.10万 | 加仓 |
| AOR | ISHARES TR | $28.54万 | 0.02% | 4,435 | -78 | -1.7% | -$5,019 | 减仓 |
| AFL | AFLAC INC | $28.56万 | 0.02% | 2,603 | -201 | -7.2% | -$2.21万 | 减仓 |
| SNDK | SANDISK CORP | $28.59万 | 0.02% | 450 | 450 | — | $28.59万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $28.73万 | 0.02% | 6,119 | 1,072 | 21.2% | $5.03万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $28.83万 | 0.02% | 8,468 | 2,035 | 31.6% | $6.93万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $28.90万 | 0.02% | 2,412 | -520 | -17.7% | -$6.23万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $29.03万 | 0.02% | 6,741 | -2,550 | -27.4% | -$10.98万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $29.13万 | 0.02% | 7,551 | 3,171 | 72.4% | $12.23万 | 加仓 |
| TOST | TOAST INC | $29.30万 | 0.02% | 11,051 | 11,051 | — | $29.30万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $29.44万 | 0.02% | 39,045 | -318 | -0.8% | -$2,398 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $29.56万 | 0.02% | 7,499 | 163 | 2.2% | $6,425 | 加仓 |
| ISCG | ISHARES TR | $29.57万 | 0.02% | 5,397 | -4 | -0.1% | -$219 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.66万 | 0.02% | 13,533 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $29.69万 | 0.02% | 8,942 | -8,620 | -49.1% | -$28.62万 | 减仓 |
| GM | GENERAL MTRS CO | $29.79万 | 0.02% | 3,998 | -1,667 | -29.4% | -$12.42万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $29.94万 | 0.02% | 4,093 | -122 | -2.9% | -$8,923 | 减仓 |
| KKR | KKR & CO INC | $30.05万 | 0.02% | 3,249 | -578 | -15.1% | -$5.35万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $30.13万 | 0.02% | 4,145 | -194 | -4.5% | -$1.41万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $30.16万 | 0.02% | 7,346 | -3 | -0.0% | -$123 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $30.19万 | 0.02% | 3,221 | -24 | -0.7% | -$2,250 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $30.21万 | 0.02% | 6,727 | 150 | 2.3% | $6,736 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $30.21万 | 0.02% | 3,558 | 875 | 32.6% | $7.43万 | 加仓 |
| GCOW | PACER FDS TR | $30.37万 | 0.02% | 6,568 | -70 | -1.1% | -$3,237 | 减仓 |
| — | TIDAL TRUST II | $30.37万 | 0.02% | 15,648 | 3,015 | 23.9% | $5.85万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $30.50万 | 0.02% | 7,004 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $30.51万 | 0.02% | 6,027 | 1,071 | 21.6% | $5.42万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $30.67万 | 0.02% | 28,322 | -841 | -2.9% | -$9,108 | 减仓 |
| AGG | ISHARES TR | $30.71万 | 0.02% | 3,094 | -918 | -22.9% | -$9.11万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $31.03万 | 0.02% | 5,680 | 0 | 0.0% | — | 不变 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $31.03万 | 0.02% | 20,032 | 2,047 | 11.4% | $3.17万 | 加仓 |
| RKLB | ROCKET LAB CORP | $31.05万 | 0.02% | 4,835 | 1,007 | 26.3% | $6.47万 | 加仓 |
| BIDU | BAIDU INC | $31.13万 | 0.02% | 2,794 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $31.22万 | 0.02% | 1,755 | -200 | -10.2% | -$3.56万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $31.23万 | 0.02% | 9,252 | -445 | -4.6% | -$1.50万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $31.26万 | 0.02% | 7,260 | -1,501 | -17.1% | -$6.46万 | 减仓 |
| MDT | MEDTRONIC PLC | $31.54万 | 0.02% | 3,640 | 296 | 8.9% | $2.56万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $31.59万 | 0.02% | 4,480 | -18,978 | -80.9% | -$133.81万 | 减仓 |
| VDE | VANGUARD WORLD FD | $31.90万 | 0.02% | 1,843 | -2,320 | -55.7% | -$40.15万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $31.99万 | 0.02% | 1,623 | 2 | 0.1% | $394 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $31.99万 | 0.02% | 7,241 | -439 | -5.7% | -$1.94万 | 减仓 |
| BLK | BLACKROCK INC | $32.08万 | 0.02% | 334 | -217 | -39.4% | -$20.84万 | 减仓 |