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 |
|---|---|---|---|---|---|---|---|---|
| AM | ANTERO MIDSTREAM CORP | $162.24万 | 0.12% | 71,158 | 1,975 | 2.9% | $4.50万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $164.74万 | 0.12% | 34,991 | 21,258 | 154.8% | $100.08万 | 加仓 |
| RMD | RESMED INC | $164.77万 | 0.12% | 7,340 | 457 | 6.6% | $10.26万 | 加仓 |
| VV | VANGUARD INDEX FDS | $164.82万 | 0.12% | 5,515 | 4,325 | 363.4% | $129.25万 | 加仓 |
| SO | SOUTHERN CO | $167.16万 | 0.12% | 17,318 | -5,679 | -24.7% | -$54.81万 | 减仓 |
| NFLX | NETFLIX INC. | $169.13万 | 0.12% | 17,590 | -3,339 | -16.0% | -$32.10万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $171.66万 | 0.13% | 56,280 | -37,738 | -40.1% | -$115.10万 | 减仓 |
| COKE | COCA COLA CONS INC | $173.71万 | 0.13% | 9,059 | 8 | 0.1% | $1,534 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $175.49万 | 0.13% | 69,915 | -5,810 | -7.7% | -$14.58万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $176.10万 | 0.13% | 7,265 | -2,523 | -25.8% | -$61.16万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $176.22万 | 0.13% | 37,366 | -2,373 | -6.0% | -$11.19万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $176.48万 | 0.13% | 99,426 | 21,475 | 27.5% | $38.12万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $178.39万 | 0.13% | 22,428 | 5,312 | 31.0% | $42.25万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $179.33万 | 0.13% | 127,363 | 11,285 | 9.7% | $15.89万 | 加仓 |
| QUAL | ISHARES TR | $180.07万 | 0.13% | 9,388 | -13,869 | -59.6% | -$266.03万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $180.55万 | 0.13% | 83,166 | 14,716 | 21.5% | $31.95万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $181.16万 | 0.13% | 70,355 | 1,635 | 2.4% | $4.21万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $182.94万 | 0.13% | 25,198 | -1,655 | -6.2% | -$12.02万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $182.97万 | 0.13% | 14,660 | 12 | 0.1% | $1,498 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $184.57万 | 0.13% | 34,969 | -791 | -2.2% | -$4.17万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $186.32万 | 0.14% | 14,230 | -899 | -5.9% | -$11.77万 | 减仓 |
| SGOV | ISHARES TR | $186.65万 | 0.14% | 18,542 | 9,407 | 103.0% | $94.69万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $188.74万 | 0.14% | 12,873 | 1,165 | 10.0% | $17.08万 | 加仓 |
| — | WISDOMTREE TR | $192.01万 | 0.14% | 85,158 | -1,223 | -1.4% | -$2.76万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $193.40万 | 0.14% | 77,252 | 1,569 | 2.1% | $3.93万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $202.06万 | 0.15% | 3,343 | 1,344 | 67.2% | $81.24万 | 加仓 |
| MGV | VANGUARD WORLD FD | $204.22万 | 0.15% | 14,089 | 10,703 | 316.1% | $155.14万 | 加仓 |
| — | ISHARES TR | $204.55万 | 0.15% | 94,130 | 94,130 | — | $204.55万 | 新建仓 |
| USO | UNITED STS OIL FD LP | $205.06万 | 0.15% | 16,115 | 16,115 | — | $205.06万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $205.87万 | 0.15% | 16,767 | 658 | 4.1% | $8.08万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $209.48万 | 0.15% | 6,201 | 235 | 3.9% | $7.94万 | 加仓 |
| MO | ALTRIA GROUP INC | $210.52万 | 0.15% | 31,902 | 1,395 | 4.6% | $9.21万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $212.10万 | 0.16% | 10,426 | 403 | 4.0% | $8.20万 | 加仓 |
| IYW | ISHARES TR | $214.00万 | 0.16% | 11,796 | -1,462 | -11.0% | -$26.52万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $215.55万 | 0.16% | 106,302 | 106,302 | — | $215.55万 | 新建仓 |
| TSPA | T ROWE PRICE ETF INC | $218.94万 | 0.16% | 53,531 | 7,195 | 15.5% | $29.43万 | 加仓 |
| BAC | BANK AMERICA CORP | $219.60万 | 0.16% | 45,046 | -3,975 | -8.1% | -$19.38万 | 减仓 |
| PULS | PGIM ETF TR | $219.84万 | 0.16% | 44,412 | -1,547 | -3.4% | -$7.66万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $220.37万 | 0.16% | 38,880 | -12,072 | -23.7% | -$68.42万 | 减仓 |
| HGER | HARBOR ETF TRUST | $221.30万 | 0.16% | 71,364 | 71,364 | — | $221.30万 | 新建仓 |
| — | STRATEGY SHS | $221.70万 | 0.16% | 84,530 | 84,530 | — | $221.70万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $221.85万 | 0.16% | 45,546 | 2,527 | 5.9% | $12.31万 | 加仓 |
| UPSD | ETF SER SOLUTIONS | $225.33万 | 0.16% | 88,363 | 3,510 | 4.1% | $8.95万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $227.62万 | 0.17% | 20,303 | -1,061 | -5.0% | -$11.89万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $229.01万 | 0.17% | 132,222 | 60,410 | 84.1% | $104.63万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $229.73万 | 0.17% | 21,392 | 253 | 1.2% | $2.72万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $231.17万 | 0.17% | 10,031 | -224 | -2.2% | -$5.16万 | 减仓 |
| IAU | ISHARES GOLD TR | $231.25万 | 0.17% | 26,231 | 2,029 | 8.4% | $17.89万 | 加仓 |
| APH | AMPHENOL CORP | $238.13万 | 0.17% | 18,847 | 1,587 | 9.2% | $20.05万 | 加仓 |
| IWY | ISHARES TR | $238.36万 | 0.17% | 9,579 | -11,207 | -53.9% | -$278.87万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $244.76万 | 0.18% | 29,857 | 239 | 0.8% | $1.96万 | 加仓 |
| FLRT | PACER FDS TR | $251.96万 | 0.18% | 54,408 | 16,278 | 42.7% | $75.38万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $252.93万 | 0.18% | 13,179 | -14,688 | -52.7% | -$281.89万 | 减仓 |
| IYR | ISHARES TR | $253.08万 | 0.19% | 26,764 | -135 | -0.5% | -$1.28万 | 减仓 |
| STIP | ISHARES TR | $254.34万 | 0.19% | 24,590 | -3,994 | -14.0% | -$41.31万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $254.97万 | 0.19% | 435,109 | 450 | 0.1% | $2,637 | 加仓 |
| ABBV | ABBVIE INC | $255.01万 | 0.19% | 11,725 | -1,640 | -12.3% | -$35.67万 | 减仓 |
| V | VISA INC | $256.06万 | 0.19% | 8,472 | -511 | -5.7% | -$15.44万 | 减仓 |
| DGT | SPDR SERIES TRUST | $258.18万 | 0.19% | 15,228 | -94 | -0.6% | -$1.59万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $260.45万 | 0.19% | 5,963 | 2,478 | 71.1% | $108.24万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $261.05万 | 0.19% | 17,846 | -4,421 | -19.9% | -$64.67万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $261.67万 | 0.19% | 28,173 | 4,041 | 16.7% | $37.53万 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $264.56万 | 0.19% | 66,190 | 55,689 | 530.3% | $222.59万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $264.86万 | 0.19% | 78,431 | 31,316 | 66.5% | $105.75万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $266.49万 | 0.19% | 49,304 | -15,854 | -24.3% | -$85.69万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $267.89万 | 0.20% | 10,959 | -581 | -5.0% | -$14.20万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $273.92万 | 0.20% | 29,246 | -10,223 | -25.9% | -$95.75万 | 减仓 |
| IJH | ISHARES TR | $274.39万 | 0.20% | 40,632 | -328 | -0.8% | -$2.21万 | 减仓 |
| FLTR | VANECK ETF TRUST | $275.72万 | 0.20% | 108,212 | 15,881 | 17.2% | $40.46万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $279.34万 | 0.20% | 67,246 | 737 | 1.1% | $3.06万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $284.75万 | 0.21% | 57,167 | -61,649 | -51.9% | -$307.07万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $284.76万 | 0.21% | 42,457 | 849 | 2.0% | $5.69万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $285.38万 | 0.21% | 26,017 | -12,306 | -32.1% | -$134.98万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $285.41万 | 0.21% | 107,255 | 1,062 | 1.0% | $2.83万 | 加仓 |
| KLAC | KLA CORP | $286.21万 | 0.21% | 1,944 | -1 | -0.1% | -$1,472 | 减仓 |
| HD | HOME DEPOT INC | $287.05万 | 0.21% | 8,728 | -3,645 | -29.5% | -$119.88万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $288.83万 | 0.21% | 47,102 | -1,609 | -3.3% | -$9.87万 | 减仓 |
| FIX | COMFORT SYS USA INC | $290.08万 | 0.21% | 2,104 | -186 | -8.1% | -$25.64万 | 减仓 |
| TSLA | TESLA INC | $291.43万 | 0.21% | 7,839 | -4,550 | -36.7% | -$169.16万 | 减仓 |
| IWF | ISHARES TR | $293.01万 | 0.21% | 6,872 | 126 | 1.9% | $5.37万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $295.23万 | 0.22% | 26,650 | 4,861 | 22.3% | $53.85万 | 加仓 |
| T | AT&T INC | $296.11万 | 0.22% | 102,142 | -35,029 | -25.5% | -$101.55万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $296.29万 | 0.22% | 62,841 | -7,637 | -10.8% | -$36.01万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $300.68万 | 0.22% | 76,256 | -16,582 | -17.9% | -$65.38万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $311.65万 | 0.23% | 28,031 | -464 | -1.6% | -$5.16万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $312.36万 | 0.23% | 39,837 | 1,329 | 3.5% | $10.42万 | 加仓 |
| IVV | ISHARES TR | $314.00万 | 0.23% | 4,807 | -5,034 | -51.2% | -$328.83万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $325.78万 | 0.24% | 81,059 | 81,059 | — | $325.78万 | 新建仓 |
| RECS | COLUMBIA ETF TR I | $326.28万 | 0.24% | 83,705 | 3,717 | 4.6% | $14.49万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $339.77万 | 0.25% | 17,317 | 367 | 2.2% | $7.20万 | 加仓 |
| CVX | CHEVRON CORPORATION | $340.89万 | 0.25% | 16,476 | -833 | -4.8% | -$17.24万 | 减仓 |
| SLV | ISHARES SILVER TR | $344.52万 | 0.25% | 50,561 | 10,176 | 25.2% | $69.34万 | 加仓 |
| FEOE | RBB FUND TRUST | $345.31万 | 0.25% | 68,433 | -10,198 | -13.0% | -$51.46万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $351.08万 | 0.26% | 158,501 | -1,190 | -0.7% | -$2.64万 | 减仓 |
| — | ETF SER SOLUTIONS | $355.08万 | 0.26% | 35,480 | 491 | 1.4% | $4.91万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $357.43万 | 0.26% | 47,191 | -314 | -0.7% | -$2.38万 | 减仓 |
| DEFR | ETF SER SOLUTIONS | $358.46万 | 0.26% | 134,766 | 7,220 | 5.7% | $19.20万 | 加仓 |
| NLR | VANECK ETF TRUST | $358.66万 | 0.26% | 26,928 | -581 | -2.1% | -$7.74万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $368.24万 | 0.27% | 25,494 | 79 | 0.3% | $1.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $371.09万 | 0.27% | 3,724 | -144 | -3.7% | -$14.35万 | 减仓 |