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 |
|---|---|---|---|---|---|---|---|---|
| FTLS | FIRST TR EXCH TRADED FD III | $92.11万 | 0.07% | 13,092 | -4,728 | -26.5% | -$33.27万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $92.16万 | 0.07% | 8,313 | 834 | 11.2% | $9.25万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $92.17万 | 0.07% | 31,013 | -94 | -0.3% | -$2,794 | 减仓 |
| COWZ | PACER FDS TR | $92.79万 | 0.07% | 14,833 | -8,326 | -36.0% | -$52.09万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $93.60万 | 0.07% | 7,141 | 230 | 3.3% | $3.01万 | 加仓 |
| WFC | WELLS FARGO & CO | $93.99万 | 0.07% | 11,806 | 996 | 9.2% | $7.93万 | 加仓 |
| IDV | ISHARES TR | $94.80万 | 0.07% | 22,275 | 5,765 | 34.9% | $24.54万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $94.95万 | 0.07% | 18,865 | -4 | -0.0% | -$201 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $95.03万 | 0.07% | 40,613 | -2,790 | -6.4% | -$6.53万 | 减仓 |
| LOW | LOWES COS INC | $95.57万 | 0.07% | 4,045 | -42 | -1.0% | -$9,923 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $97.52万 | 0.07% | 14,179 | 13,561 | 2,194.3% | $93.27万 | 重新持有 |
| SPHY | SPDR SERIES TRUST | $97.55万 | 0.07% | 41,831 | -11,682 | -21.8% | -$27.24万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $98.93万 | 0.07% | 43,107 | -654 | -1.5% | -$1.50万 | 减仓 |
| CAIE | CALAMOS ETF TR | $98.95万 | 0.07% | 39,358 | 7,882 | 25.0% | $19.82万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $98.95万 | 0.07% | 22,088 | -1,283 | -5.5% | -$5.75万 | 减仓 |
| — | ULTIMUS MANAGERS TR | $99.65万 | 0.07% | 35,485 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $99.74万 | 0.07% | 38,110 | 3,642 | 10.6% | $9.53万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $99.77万 | 0.07% | 12,574 | 2,641 | 26.6% | $20.96万 | 加仓 |
| TER | TERADYNE INC | $100.21万 | 0.07% | 3,380 | -2,318 | -40.7% | -$68.73万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $100.95万 | 0.07% | 19,495 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $101.60万 | 0.07% | 14,232 | -4 | -0.0% | -$286 | 减仓 |
| KO | COCA COLA CO | $101.87万 | 0.07% | 13,395 | -1,485 | -10.0% | -$11.29万 | 减仓 |
| TJX | TJX COS INC NEW | $102.25万 | 0.07% | 6,403 | 312 | 5.1% | $4.98万 | 加仓 |
| URI | UNITED RENTALS INC | $102.64万 | 0.08% | 1,409 | 86 | 6.5% | $6.26万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $103.48万 | 0.08% | 24,224 | -378 | -1.5% | -$1.61万 | 减仓 |
| DIS | DISNEY WALT CO | $103.51万 | 0.08% | 10,740 | -1,565 | -12.7% | -$15.08万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $104.07万 | 0.08% | 23,837 | 538 | 2.3% | $2.35万 | 加仓 |
| ETN | EATON CORP PLC | $104.33万 | 0.08% | 2,917 | 242 | 9.0% | $8.66万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $104.61万 | 0.08% | 26,496 | 1,621 | 6.5% | $6.40万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $104.64万 | 0.08% | 14,584 | -439 | -2.9% | -$3.15万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $105.66万 | 0.08% | 29,124 | 29,124 | — | $105.66万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $106.51万 | 0.08% | 15,033 | -507 | -3.3% | -$3.59万 | 减仓 |
| O | REALTY INCOME CORP | $107.98万 | 0.08% | 17,649 | 857 | 5.1% | $5.24万 | 加仓 |
| COP | CONOCOPHILLIPS | $108.88万 | 0.08% | 8,248 | 5,343 | 183.9% | $70.53万 | 加仓 |
| AIQ | GLOBAL X FDS | $108.92万 | 0.08% | 23,339 | -2,432 | -9.4% | -$11.35万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $109.31万 | 0.08% | 25,719 | -16 | -0.1% | -$680 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $109.36万 | 0.08% | 23,706 | 3,188 | 15.5% | $14.71万 | 加仓 |
| PGR | PROGRESSIVE CORP | $110.98万 | 0.08% | 5,598 | 456 | 8.9% | $9.04万 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $111.04万 | 0.08% | 51,169 | 13,999 | 37.7% | $30.38万 | 加仓 |
| GDX | VANECK ETF TRUST | $111.19万 | 0.08% | 12,116 | -121 | -1.0% | -$1.11万 | 减仓 |
| NOW | SERVICENOW INC | $111.76万 | 0.08% | 10,689 | 3,543 | 49.6% | $37.04万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $112.28万 | 0.08% | 10,862 | -87 | -0.8% | -$8,993 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $112.35万 | 0.08% | 66,203 | 1,784 | 2.8% | $3.03万 | 加仓 |
| CSCO | CISCO SYS INC | $113.70万 | 0.08% | 14,654 | -1,553 | -9.6% | -$12.05万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $113.89万 | 0.08% | 30,941 | -609 | -1.9% | -$2.24万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $114.53万 | 0.08% | 2,292 | -83 | -3.5% | -$4.15万 | 减仓 |
| SOXX | ISHARES TR | $115.37万 | 0.08% | 3,510 | 589 | 20.2% | $19.36万 | 加仓 |
| SHV | ISHARES TR | $115.61万 | 0.08% | 10,473 | -430 | -3.9% | -$4.75万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $115.82万 | 0.08% | 24,292 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $115.97万 | 0.08% | 9,641 | -860 | -8.2% | -$10.35万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $116.67万 | 0.09% | 22,885 | 5,413 | 31.0% | $27.60万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $117.33万 | 0.09% | 62,012 | -23,340 | -27.3% | -$44.16万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $117.66万 | 0.09% | 30,278 | -5,624 | -15.7% | -$21.85万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $121.88万 | 0.09% | 11,547 | -2,530 | -18.0% | -$26.70万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $122.02万 | 0.09% | 5,865 | 975 | 19.9% | $20.29万 | 加仓 |
| C | CITIGROUP INC | $122.31万 | 0.09% | 10,785 | 361 | 3.5% | $4.09万 | 加仓 |
| IMCG | ISHARES TR | $123.97万 | 0.09% | 15,738 | -126 | -0.8% | -$9,925 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $126.08万 | 0.09% | 24,926 | 679 | 2.8% | $3.43万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $127.43万 | 0.09% | 7,071 | -215 | -3.0% | -$3.87万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $128.13万 | 0.09% | 8,789 | 9 | 0.1% | $1,312 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $128.79万 | 0.09% | 15,180 | 1,737 | 12.9% | $14.74万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $129.66万 | 0.09% | 25,829 | -1,713 | -6.2% | -$8.60万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $130.15万 | 0.10% | 38,893 | -14,673 | -27.4% | -$49.10万 | 减仓 |
| EFAV | ISHARES TR | $131.39万 | 0.10% | 14,380 | 14,380 | — | $131.39万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $131.56万 | 0.10% | 15,450 | -76 | -0.5% | -$6,472 | 减仓 |
| CMDY | ISHARES U S ETF TR | $131.79万 | 0.10% | 22,180 | 206 | 0.9% | $1.22万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $133.48万 | 0.10% | 3,419 | 579 | 20.4% | $22.61万 | 加仓 |
| GE | GE AEROSPACE | $133.93万 | 0.10% | 4,720 | 137 | 3.0% | $3.89万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $134.45万 | 0.10% | 63,002 | 5,740 | 10.0% | $12.25万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $136.45万 | 0.10% | 38,503 | -40,099 | -51.0% | -$142.11万 | 减仓 |
| GLDM | WORLD GOLD TR | $136.84万 | 0.10% | 14,763 | 108 | 0.7% | $1.00万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $136.88万 | 0.10% | 1,618 | 342 | 26.8% | $28.93万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $138.34万 | 0.10% | 41,984 | -710 | -1.7% | -$2.34万 | 减仓 |
| ITOT | ISHARES TR | $138.72万 | 0.10% | 9,739 | 9 | 0.1% | $1,282 | 加仓 |
| GEV | GE VERNOVA INC | $138.84万 | 0.10% | 1,591 | 259 | 19.4% | $22.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $138.99万 | 0.10% | 22,257 | -130 | -0.6% | -$8,118 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $140.66万 | 0.10% | 63,966 | -5,466 | -7.9% | -$12.02万 | 减仓 |
| SGOL | ETFS GOLD TR | $140.71万 | 0.10% | 31,535 | -11,483 | -26.7% | -$51.24万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $140.84万 | 0.10% | 43,429 | -990 | -2.2% | -$3.21万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $140.98万 | 0.10% | 84,879 | -1,701 | -2.0% | -$2.83万 | 减仓 |
| WM | WASTE MGMT INC DEL | $141.28万 | 0.10% | 6,148 | 137 | 2.3% | $3.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $141.31万 | 0.10% | 8,814 | 461 | 5.5% | $7.39万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $142.03万 | 0.10% | 32,947 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $142.74万 | 0.10% | 1,594 | -263 | -14.2% | -$23.55万 | 减仓 |
| MS | MORGAN STANLEY | $142.95万 | 0.10% | 8,686 | -401 | -4.4% | -$6.60万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $142.97万 | 0.10% | 14,284 | 3,100 | 27.7% | $31.03万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $143.97万 | 0.11% | 21,284 | 1,130 | 5.6% | $7.64万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $144.01万 | 0.11% | 28,619 | 2,712 | 10.5% | $13.65万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $144.47万 | 0.11% | 11,007 | 1,916 | 21.1% | $25.15万 | 重新持有 |
| INTC | INTEL CORP | $144.49万 | 0.11% | 32,742 | -1,865 | -5.4% | -$8.23万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $148.01万 | 0.11% | 6,927 | 3,354 | 93.9% | $71.66万 | 加仓 |
| FRO | FRONTLINE PLC | $148.89万 | 0.11% | 42,710 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $151.39万 | 0.11% | 32,328 | 4,592 | 16.6% | $21.50万 | 加仓 |
| EME | EMCOR GROUP INC | $152.36万 | 0.11% | 2,064 | -6 | -0.3% | -$4,429 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $154.59万 | 0.11% | 22,761 | 22,761 | — | $154.59万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $155.11万 | 0.11% | 31,701 | -4,750 | -13.0% | -$23.24万 | 减仓 |
| IWL | ISHARES TR | $156.00万 | 0.11% | 9,721 | -3,247 | -25.0% | -$52.11万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $156.01万 | 0.11% | 25,834 | 14,128 | 120.7% | $85.32万 | 加仓 |
| ILCG | ISHARES TR | $159.31万 | 0.12% | 16,685 | 14,490 | 660.1% | $138.35万 | 加仓 |
| CRON | CRONOS GROUP INC | $159.70万 | 0.12% | 636,272 | 15,840 | 2.6% | $3.98万 | 加仓 |