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
PSA PUBLIC STORAGE $22.92万0.01%720 720— $22.92万 新建仓
TGT TARGET CORP $23.18万0.01%1,775 -36-2.0% -$4,702 减仓
— BNY MELLON ETF TRUST II $23.19万0.01%6,217 00.0% — 不变
FIW FIRST TR EXCHANGE-TRADED FD $23.36万0.01%2,133 -32-1.5% -$3,505 减仓
SHW SHERWIN WILLIAMS CO $23.39万0.01%679 -30-4.2% -$1.03万 减仓
RCAT RED CAT HLDGS INC $23.41万0.01%21,982 -16,157-42.4% -$17.21万 减仓
EEM ISHARES TR $23.55万0.01%3,442 -710-17.1% -$4.86万 减仓
ROBO EXCHANGE TRADED CONCEPTS TRU $23.66万0.01%2,762 2,762— $23.66万 新建仓
DNP DNP SELECT INCOME FD INC $23.72万0.01%21,984 -5,129-18.9% -$5.53万 减仓
VNQ VANGUARD INDEX FDS $23.74万0.01%2,462 592.5% $5,688 加仓
CMPR CIMPRESS PLC $24.03万0.01%2,363 -777-24.7% -$7.90万 减仓
TTE TOTALENERGIES SE $24.22万0.01%3,115 120.4% $933 加仓
IEMG ISHARES INC $24.25万0.01%2,927 40.1% $331 加仓
SPEM SPDR INDEX SHS FDS $24.36万0.01%4,705 49311.7% $2.55万 加仓
NUE NUCOR CORP $24.66万0.01%1,107 1,107— $24.66万 新建仓
VCR VANGUARD WORLD FD $24.67万0.01%622 10.2% $397 加仓
DHI D R HORTON INC $24.76万0.02%1,520 1289.2% $2.08万 重新持有
VMBS VANGUARD SCOTTSDALE FDS $24.85万0.02%5,309 -810-13.2% -$3.79万 减仓
HYLS FIRST TR EXCHANGE-TRADED FD $24.89万0.02%6,123 10.0% $41 加仓
NET CLOUDFLARE INC $24.90万0.02%1,015 -325-24.3% -$7.97万 减仓
CEG CONSTELLATION ENERGY CORP $25.00万0.02%1,007 -3-0.3% -$745 减仓
APD AIR PRODUCTS AND CHEMICALS I $25.20万0.02%860 -25-2.8% -$7,325 减仓
RUM RUM GROUP INC $25.29万0.02%39,889 -400-1.0% -$2,536 减仓
PAAS PAN AMERN SILVER CORP $25.44万0.02%5,680 00.0% — 不变
BX BLACKSTONE INC $25.58万0.02%2,174 21110.7% $2.48万 加仓
MET METLIFE INC $25.58万0.02%3,023 -1,353-30.9% -$11.45万 重新持有
FPF FIRST TR INTER DURATN PFD & $25.71万0.02%14,152 -1,000-6.6% -$1.82万 减仓
FELC FIDELITY COVINGTON TRUST $25.75万0.02%6,143 -838-12.0% -$3.51万 减仓
EFIV SPDR SERIES TRUST $25.76万0.02%3,532 00.0% — 不变
OXY OCCIDENTAL PETE CORP $25.99万0.02%5,352 -631-10.5% -$3.06万 减仓
XYL XYLEM INC $26.49万0.02%2,241 -29-1.3% -$3,428 减仓
VYM VANGUARD WHITEHALL FDS $26.51万0.02%1,678 36728.0% $5.80万 加仓
— WISDOMTREE TR $26.71万0.02%7,064 7,064— $26.71万 新建仓
ALB ALBEMARLE CORP $26.74万0.02%1,980 -204-9.3% -$2.75万 减仓
XLI SELECT SECTOR SPDR TR $26.87万0.02%1,450 -112-7.2% -$2.08万 减仓
CGW INVESCO EXCH TRADED FD TR II $26.91万0.02%4,094 4,094— $26.91万 新建仓
VTWO VANGUARD SCOTTSDALE FDS $26.94万0.02%2,219 -20-0.9% -$2,429 减仓
TCHP T ROWE PRICE EXCHANGE-TRADED $27.21万0.02%5,432 -1,809-25.0% -$9.06万 减仓
AOM ISHARES TR $27.34万0.02%5,480 5,480— $27.34万 新建仓
— FIRST TR EXCHNG TRADED FD VI $27.54万0.02%11,785 2,05821.2% $4.81万 加仓
JCI JOHNSON CONTROLS INTERNATION $27.56万0.02%1,886 1066.0% $1.55万 加仓
CASY CASEYS GEN STORES INC $27.98万0.02%352 352— $27.98万 新建仓
— FIRST TR EXCHNG TRADED FD VI $28.02万0.02%6,745 -345-4.9% -$1.43万 减仓
DGRO ISHARES TR $28.14万0.02%3,713 3,713— $28.14万 新建仓
SPOT SPOTIFY TECHNOLOGY S A $28.14万0.02%613 468.1% $2.11万 加仓
MEAR ISHARES U S ETF TR $28.35万0.02%5,628 00.0% — 不变
VDE VANGUARD WORLD FD $28.38万0.02%1,890 472.6% $7,058 加仓
JPC NUVEEN PFD & INCOME OPPORTUN $28.40万0.02%36,035 -3,010-7.7% -$2.37万 减仓
AU ANGLOGOLD ASHANTI PLC $28.40万0.02%3,511 2146.5% $1.73万 加仓
CRM SALESFORCE INC $28.46万0.02%1,817 -986-35.2% -$15.44万 减仓
AEM AGNICO EAGLE MINES LTD $28.56万0.02%1,841 -2,139-53.7% -$33.18万 减仓
KMB KIMBERLY-CLARK CORP $28.59万0.02%2,605 2359.9% $2.58万 重新持有
USMV ISHARES TR $28.71万0.02%2,977 -4,858-62.0% -$46.85万 减仓
— SIMPLIFY EXCHANGE TRADED FUN $28.84万0.02%17,981 17,981— $28.84万 新建仓
ITA ISHARES TR $28.85万0.02%1,190 20420.7% $4.95万 加仓
MAR MARRIOTT INTL INC NEW $28.91万0.02%780 -26-3.2% -$9,635 减仓
BVN COMPANIA DE MINAS BUENAVENTU $29.00万0.02%9,900 00.0% — 不变
IYF ISHARES TR $29.04万0.02%2,278 140.6% $1,785 加仓
CGMM CAPITAL GROUP EQUITY ETF TR $29.05万0.02%8,811 8,811— $29.05万 新建仓
BBY BEST BUY INC $29.05万0.02%3,829 3389.7% $2.56万 加仓
— INNOVATOR ETFS TRUST $29.25万0.02%12,995 00.0% — 不变
XFFCX FLAHERTY & CRUMRIN PFD & INM $29.37万0.02%18,043 -1,989-9.9% -$3.24万 减仓
BP BP PLC $29.41万0.02%7,959 -220-2.7% -$8,129 减仓
IAUM ISHARES GOLD TRUST MICRO $29.42万0.02%7,354 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $29.57万0.02%31,494 00.0% — 不变
CGCB CAPITAL GRP FIXED INCM ETF T $29.59万0.02%11,304 2,73631.9% $7.16万 加仓
LUV SOUTHWEST AIRLS CO $29.62万0.02%5,760 621.1% $3,188 加仓
MLPA GLOBAL X FDS $30.09万0.02%5,668 -373-6.2% -$1.98万 减仓
ASTS AST SPACEMOBILE INC $30.16万0.02%3,394 39813.3% $3.54万 加仓
CMCSA COMCAST CORP NEW $30.18万0.02%12,295 1541.3% $3,781 加仓
CRF CORNERSTONE TOTAL RETURN FD $30.35万0.02%42,263 42,263— $30.35万 新建仓
HSY HERSHEY CO $30.36万0.02%1,730 40.2% $702 加仓
DFGX DIMENSIONAL ETF TRUST $30.45万0.02%5,682 77115.7% $4.13万 加仓
AOR ISHARES TR $30.52万0.02%4,391 -44-1.0% -$3,058 减仓
MDT MEDTRONIC PLC $30.55万0.02%3,905 2657.3% $2.07万 加仓
ICSH ISHARES TR $30.59万0.02%6,047 200.3% $1,012 加仓
— ALPS ETF TR $30.87万0.02%6,868 1221.8% $5,483 加仓
— REX ETF TR $31.00万0.02%12,487 12,487— $31.00万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $31.01万0.02%619 10219.7% $5.11万 加仓
AFL AFLAC INC $31.03万0.02%2,647 441.7% $5,158 加仓
— CALAMOS ETF TR $31.07万0.02%11,572 11,572— $31.07万 新建仓
DES WISDOMTREE TR $31.15万0.02%7,658 00.0% — 不变
XRNPX COHEN & STEERS REIT & PFD & $31.23万0.02%15,383 1,88013.9% $3.82万 加仓
PSX PHILLIPS 66 $31.27万0.02%1,850 673.8% $1.13万 加仓
DSL DOUBLELINE INCOME SOLUTIONS $31.50万0.02%28,484 1620.6% $1,792 加仓
RBCAA REPUBLIC BANCORP INC KY $31.52万0.02%3,486 00.0% — 不变
DFSD DIMENSIONAL ETF TRUST $31.57万0.02%6,611 81514.1% $3.89万 加仓
TD TORONTO DOMINION BK ONT $31.60万0.02%2,602 411.6% $4,979 加仓
ADM ARCHER DANIELS MIDLAND CO $31.69万0.02%4,147 20.0% $153 加仓
VCIT VANGUARD SCOTTSDALE FDS $31.75万0.02%3,841 -123-3.1% -$1.02万 减仓
— FIRST TR EXCHNG TRADED FD VI $31.78万0.02%13,533 00.0% — 不变
PENN PENN ENTERTAINMENT INC $31.86万0.02%14,917 2,40619.2% $5.14万 加仓
CEF SPROTT ASSET MANAGEMENT LP $31.87万0.02%7,921 2293.0% $9,213 加仓
FIIG FIRST TR EXCHANGE-TRADED FD $31.91万0.02%15,409 2,18816.5% $4.53万 加仓
BIDU BAIDU INC $31.93万0.02%2,794 00.0% — 不变
IUSV ISHARES TR $31.99万0.02%2,905 -332-10.3% -$3.66万 减仓
GMAY FIRST TR EXCHNG TRADED FD VI $32.06万0.02%7,448 1021.4% $4,390 加仓
GM GENERAL MTRS CO $32.12万0.02%4,167 1694.2% $1.30万 加仓
DVN DEVON ENERGY CORP NEW $32.31万0.02%7,818 -20,801-72.7% -$85.95万 减仓
TBUX T ROWE PRICE EXCHANGE-TRADED $32.41万0.02%6,512 -9,244-58.7% -$46.01万 减仓