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 |
|---|---|---|---|---|---|---|---|---|
| SLYV | SPDR SERIES TRUST | $43.42万 | 0.03% | 4,591 | 1,880 | 69.3% | $17.78万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $44.04万 | 0.03% | 3,184 | 3,184 | — | $44.04万 | 新建仓 |
| CSX | CSX CORP | $44.19万 | 0.03% | 10,764 | 61 | 0.6% | $2,504 | 加仓 |
| — | FLEXSHARES TR | $44.44万 | 0.03% | 11,720 | 275 | 2.4% | $1.04万 | 加仓 |
| BOXX | EA SERIES TRUST | $44.62万 | 0.03% | 3,837 | 308 | 8.7% | $3.58万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.88万 | 0.03% | 12,090 | 2,115 | 21.2% | $7.85万 | 加仓 |
| PTNQ | PACER FDS TR | $45.02万 | 0.03% | 6,171 | -95 | -1.5% | -$6,931 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $45.06万 | 0.03% | 11,237 | 2,156 | 23.7% | $8.65万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $45.15万 | 0.03% | 11,344 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $45.46万 | 0.03% | 5,979 | 858 | 16.8% | $6.52万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $45.83万 | 0.03% | 2,317 | -130 | -5.3% | -$2.57万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $46.05万 | 0.03% | 8,507 | 261 | 3.2% | $1.41万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $46.08万 | 0.03% | 8,447 | -42,500 | -83.4% | -$231.84万 | 减仓 |
| MTUM | ISHARES TR | $46.52万 | 0.03% | 1,938 | -561 | -22.4% | -$13.47万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $46.53万 | 0.03% | 11,543 | 216 | 1.9% | $8,707 | 加仓 |
| MLI | MUELLER INDS INC | $46.64万 | 0.03% | 4,209 | 4,209 | — | $46.64万 | 新建仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $46.91万 | 0.03% | 9,675 | 400 | 4.3% | $1.94万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $47.11万 | 0.03% | 2,730 | 470 | 20.8% | $8.11万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $47.15万 | 0.03% | 19,333 | 160 | 0.8% | $3,902 | 加仓 |
| TIP | ISHARES TR | $47.16万 | 0.03% | 4,274 | -393 | -8.4% | -$4.34万 | 减仓 |
| MPLX | MPLX LP | $47.21万 | 0.03% | 8,273 | 143 | 1.8% | $8,161 | 加仓 |
| WPC | WP CAREY INC | $47.27万 | 0.03% | 6,955 | 294 | 4.4% | $2.00万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $47.37万 | 0.03% | 11,026 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $47.42万 | 0.03% | 18,493 | -24,522 | -57.0% | -$62.88万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $47.64万 | 0.03% | 16,150 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $47.69万 | 0.03% | 12,976 | 2,120 | 19.5% | $7.79万 | 加仓 |
| SHYG | ISHARES TR | $48.19万 | 0.04% | 11,390 | 11,051 | 3,259.9% | $46.76万 | 加仓 |
| ALV | AUTOLIV INC | $48.21万 | 0.04% | 4,584 | 273 | 6.3% | $2.87万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $48.22万 | 0.04% | 2,610 | 166 | 6.8% | $3.07万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $48.38万 | 0.04% | 16,635 | -8,408 | -33.6% | -$24.45万 | 减仓 |
| — | ISHARES TR | $48.64万 | 0.04% | 4,669 | -63 | -1.3% | -$6,563 | 减仓 |
| MMM | 3M CO | $49.08万 | 0.04% | 3,380 | -483 | -12.5% | -$7.01万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $49.11万 | 0.04% | 19,841 | -4,750 | -19.3% | -$11.76万 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $49.33万 | 0.04% | 16,114 | -981 | -5.7% | -$3.00万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $49.65万 | 0.04% | 1,447 | -51 | -3.4% | -$1.75万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $49.72万 | 0.04% | 25,855 | 725 | 2.9% | $1.39万 | 加仓 |
| PFE | PFIZER INC | $49.92万 | 0.04% | 17,778 | -2,267 | -11.3% | -$6.37万 | 减仓 |
| RCAT | RED CAT HLDGS INC | $49.92万 | 0.04% | 38,139 | -25,148 | -39.7% | -$32.92万 | 重新持有 |
| FTNT | FORTINET INC | $50.05万 | 0.04% | 6,124 | 1,319 | 27.5% | $10.78万 | 加仓 |
| VST | VISTRA CORP | $50.20万 | 0.04% | 3,340 | 745 | 28.7% | $11.20万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $50.61万 | 0.04% | 22,227 | 5,844 | 35.7% | $13.31万 | 加仓 |
| IJJ | ISHARES TR | $50.61万 | 0.04% | 3,820 | 114 | 3.1% | $1.51万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $50.65万 | 0.04% | 1,730 | 72 | 4.3% | $2.11万 | 加仓 |
| AEE | AMEREN CORP | $50.80万 | 0.04% | 4,622 | 184 | 4.1% | $2.02万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $50.81万 | 0.04% | 3,552 | 151 | 4.4% | $2.16万 | 加仓 |
| HEI | HEICO CORP NEW | $50.84万 | 0.04% | 1,854 | 101 | 5.8% | $2.77万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.88万 | 0.04% | 1,880 | -860 | -31.4% | -$23.28万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $51.09万 | 0.04% | 8,727 | -256 | -2.8% | -$1.50万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $51.20万 | 0.04% | 3,223 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $52.16万 | 0.04% | 2,136 | -688 | -24.4% | -$16.80万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $52.22万 | 0.04% | 4,792 | -11,360 | -70.3% | -$123.80万 | 减仓 |
| CRM | SALESFORCE INC | $52.32万 | 0.04% | 2,803 | 177 | 6.7% | $3.30万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $52.38万 | 0.04% | 4,415 | 233 | 5.6% | $2.76万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $52.50万 | 0.04% | 15,616 | -3,817 | -19.6% | -$12.83万 | 减仓 |
| AZZ | AZZ INC | $52.50万 | 0.04% | 4,196 | 416 | 11.0% | $5.21万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $52.52万 | 0.04% | 9,947 | 97 | 1.0% | $5,122 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $52.55万 | 0.04% | 1,737 | 25 | 1.5% | $7,563 | 加仓 |
| HAL | HALLIBURTON CO | $52.59万 | 0.04% | 13,487 | 3,690 | 37.7% | $14.39万 | 加仓 |
| RAVI | FLEXSHARES TR | $52.69万 | 0.04% | 6,987 | -53 | -0.8% | -$3,996 | 减仓 |
| COHR | COHERENT CORP | $52.74万 | 0.04% | 2,214 | 2,214 | — | $52.74万 | 新建仓 |
| BJUN | INNOVATOR ETFS TRUST | $52.96万 | 0.04% | 11,450 | -276 | -2.4% | -$1.28万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $53.16万 | 0.04% | 3,814 | 50 | 1.3% | $6,969 | 加仓 |
| — | PIMCO STRATEGIC INCOME FD | $53.26万 | 0.04% | 99,367 | -3,775 | -3.7% | -$2.02万 | 减仓 |
| IWP | ISHARES TR | $53.30万 | 0.04% | 4,160 | 547 | 15.1% | $7.01万 | 加仓 |
| VLO | VALERO ENERGY CORP | $53.33万 | 0.04% | 2,158 | 74 | 3.6% | $1.83万 | 加仓 |
| VALE | VALE S A | $53.54万 | 0.04% | 33,650 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $53.90万 | 0.04% | 15,663 | 5,371 | 52.2% | $18.48万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $54.11万 | 0.04% | 5,500 | 126 | 2.3% | $1.24万 | 加仓 |
| GCO | GENESCO INC | $54.18万 | 0.04% | 18,688 | 627 | 3.5% | $1.82万 | 加仓 |
| NDAQ | NASDAQ INC | $54.35万 | 0.04% | 6,402 | 6,402 | — | $54.35万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.48万 | 0.04% | 8,983 | 2,137 | 31.2% | $12.96万 | 加仓 |
| ES | EVERSOURCE ENERGY | $54.52万 | 0.04% | 7,869 | 414 | 5.6% | $2.87万 | 加仓 |
| DE | DEERE & CO | $54.67万 | 0.04% | 971 | -74 | -7.1% | -$4.17万 | 减仓 |
| AMGN | AMGEN INC | $54.74万 | 0.04% | 1,556 | -298 | -16.1% | -$10.48万 | 减仓 |
| SYK | STRYKER CORPORATION | $54.94万 | 0.04% | 1,672 | 132 | 8.6% | $4.34万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $54.96万 | 0.04% | 9,782 | 73 | 0.8% | $4,102 | 加仓 |
| DOW | DOW HLDGS INC | $55.10万 | 0.04% | 13,228 | -120 | -0.9% | -$4,998 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $55.17万 | 0.04% | 5,026 | -1,031 | -17.0% | -$11.32万 | 减仓 |
| IAGG | ISHARES TR | $55.26万 | 0.04% | 11,043 | 17 | 0.2% | $851 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $55.38万 | 0.04% | 15,587 | -1,557 | -9.1% | -$5.53万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $55.41万 | 0.04% | 24,805 | 2,953 | 13.5% | $6.60万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $55.79万 | 0.04% | 2,568 | -11,144 | -81.3% | -$242.12万 | 减仓 |
| NI | NISOURCE INC | $55.87万 | 0.04% | 11,974 | 603 | 5.3% | $2.81万 | 加仓 |
| WTV | WISDOMTREE TR | $55.95万 | 0.04% | 5,906 | 502 | 9.3% | $4.76万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $56.39万 | 0.04% | 827 | 10 | 1.2% | $6,819 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.83万 | 0.04% | 13,568 | -255 | -1.8% | -$1.07万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $56.86万 | 0.04% | 8,646 | 2,811 | 48.2% | $18.49万 | 加仓 |
| VGT | VANGUARD WORLD FD | $56.97万 | 0.04% | 817 | -2,219 | -73.1% | -$154.74万 | 减仓 |
| ADI | ANALOG DEVICES INC | $57.19万 | 0.04% | 1,798 | 187 | 11.6% | $5.95万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $57.45万 | 0.04% | 9,378 | 4,568 | 95.0% | $27.98万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $57.54万 | 0.04% | 9,993 | -3,732 | -27.2% | -$21.49万 | 减仓 |
| VFMV | VANGUARD WELLINGTON FD | $58.11万 | 0.04% | 4,362 | 1,606 | 58.3% | $21.40万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $58.12万 | 0.04% | 2,861 | -290 | -9.2% | -$5.89万 | 减仓 |
| SN | SHARKNINJA INC | $58.17万 | 0.04% | 5,493 | 240 | 4.6% | $2.54万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $58.39万 | 0.04% | 18,560 | 3,000 | 19.3% | $9.44万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $58.63万 | 0.04% | 3,214 | 94 | 3.0% | $1.71万 | 加仓 |
| F | FORD MTR CO | $58.67万 | 0.04% | 50,844 | -3,879 | -7.1% | -$4.48万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $58.68万 | 0.04% | 5,469 | 529 | 10.7% | $5.68万 | 加仓 |
| EMR | EMERSON ELEC CO | $59.23万 | 0.04% | 4,521 | -172 | -3.7% | -$2.25万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $59.35万 | 0.04% | 9,469 | -6,899 | -42.1% | -$43.24万 | 减仓 |