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
PH PARKER-HANNIFIN CORP $156.13万0.09%1,596 20.1% $1,957 加仓
— DIMENSIONAL ETF TRUST $156.81万0.10%35,349 5,07116.7% $22.49万 加仓
FDMO FIDELITY COVINGTON TRUST $156.82万0.10%15,909 15,909— $156.82万 新建仓
C CITIGROUP INC $156.86万0.10%11,208 4233.9% $5.92万 加仓
URI UNITED RENTALS INC $158.15万0.10%1,396 -13-0.9% -$1.47万 减仓
IWL ISHARES TR $159.65万0.10%8,632 -1,089-11.2% -$20.14万 减仓
— FIRST TR EXCHNG TRADED FD VI $162.12万0.10%60,492 -9,863-14.0% -$26.43万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $164.25万0.10%29,082 -9,798-25.2% -$55.34万 减仓
ITOT ISHARES TR $164.80万0.10%10,032 2933.0% $4.81万 加仓
FNDA SCHWAB STRATEGIC TR $165.25万0.10%43,417 -12-0.0% -$457 减仓
GS GOLDMAN SACHS GROUP INC $165.36万0.10%1,635 171.1% $1.72万 加仓
DECK DECKERS OUTDOOR CORP $165.76万0.10%16,695 2,41116.9% $23.94万 加仓
WDC WESTERN DIGITAL CORP $165.96万0.10%2,598 25510.9% $16.29万 加仓
PLTR PALANTIR TECHNOLOGIES INC $166.20万0.10%14,246 -3,600-20.2% -$42.00万 减仓
FPE FIRST TR EXCH TRADED FD III $168.18万0.10%94,061 -5,365-5.4% -$9.59万 减仓
AM ANTERO MIDSTREAM CORP $169.97万0.10%74,712 3,5545.0% $8.09万 加仓
VUG VANGUARD INDEX FDS $173.60万0.11%20,153 -15,625-43.7% -$134.59万 减仓
MS MORGAN STANLEY $174.52万0.11%8,348 -338-3.9% -$7.07万 减仓
GE GE AEROSPACE $176.39万0.11%4,720 00.0% — 不变
TLT ISHARES TR $178.20万0.11%20,620 7,30154.8% $63.09万 重新持有
DFIV DIMENSIONAL ETF TRUST $180.97万0.11%33,501 -1,468-4.2% -$7.93万 减仓
— WISDOMTREE TR $182.23万0.11%80,596 -4,562-5.4% -$10.31万 减仓
CRON CRONOS GROUP INC $182.36万0.11%655,972 19,7003.1% $5.48万 加仓
BUYW NORTHERN LTS FD TR IV $183.44万0.11%126,949 -414-0.3% -$5,982 减仓
JQUA J P MORGAN EXCHANGE TRADED F $184.50万0.11%25,526 -21,576-45.8% -$155.95万 减仓
CSCO CISCO SYS INC $184.67万0.11%15,722 1,0687.3% $12.54万 加仓
TER TERADYNE INC $184.70万0.11%3,817 43712.9% $21.15万 加仓
GLW CORNING INC $185.90万0.11%7,278 5187.7% $13.23万 加仓
LMT LOCKHEED MARTIN CORP $186.08万0.11%3,653 3109.3% $15.79万 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $187.40万0.11%90,140 90,140— $187.40万 新建仓
SECT NORTHERN LTS FD TR IV $189.31万0.11%26,271 4371.7% $3.15万 加仓
DUK DUKE ENERGY CORP NEW $189.55万0.12%14,975 7455.2% $9.43万 加仓
IBM INTERNATIONAL BUSINESS MACHS $190.17万0.12%6,763 -502-6.9% -$14.12万 减仓
FNDF SCHWAB STRATEGIC TR $190.27万0.12%36,064 4,36313.8% $23.02万 加仓
GNR SPDR INDEX SHS FDS $190.76万0.12%28,341 28,341— $190.76万 新建仓
— FIRST TR EXCHANGE-TRADED FD $190.89万0.12%89,619 6,4537.8% $13.74万 加仓
LRGF ISHARES TR $191.85万0.12%25,367 25,367— $191.85万 新建仓
AHR AMERICAN HEALTHCARE REIT INC $192.67万0.12%36,945 -421-1.1% -$2.20万 减仓
VRIG INVESCO ACTIVELY MANAGED EXC $194.54万0.12%77,598 3460.4% $8,674 加仓
QUAL ISHARES TR $195.06万0.12%8,889 -499-5.3% -$10.95万 减仓
XLP SELECT SECTOR SPDR TR $195.25万0.12%23,504 -6,353-21.3% -$52.78万 减仓
SCHB SCHWAB STRATEGIC TR $195.61万0.12%67,545 -2,370-3.4% -$6.86万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $202.71万0.12%2,101 -245-10.4% -$23.64万 减仓
XLY SELECT SECTOR SPDR TR $202.96万0.12%17,305 12,513261.1% $146.76万 加仓
T AT&T INC $204.14万0.12%98,618 -3,524-3.5% -$7.29万 减仓
COKE COCA COLA CONS INC $205.61万0.12%10,770 1,71118.9% $32.67万 加仓
SMH VANECK ETF TRUST $208.03万0.13%3,172 1,32171.4% $86.64万 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $208.21万0.13%131,112 -1,110-0.8% -$1.76万 减仓
GEV GE VERNOVA INC $208.61万0.13%1,776 18511.6% $21.73万 加仓
QMAR FIRST TR EXCHNG TRADED FD VI $218.55万0.13%58,694 43,078275.9% $160.40万 加仓
VOOG VANGUARD ADMIRAL FDS INC $222.87万0.14%26,976 23,898776.4% $197.44万 加仓
PULS PGIM ETF TR $223.07万0.14%45,018 6061.4% $3.00万 加仓
AIS TIDAL TRUST III $223.55万0.14%26,204 26,204— $223.55万 新建仓
HD HOME DEPOT INC $225.52万0.14%6,394 -2,334-26.7% -$82.32万 减仓
SCHX SCHWAB STRATEGIC TR $226.10万0.14%76,825 58,332315.4% $171.67万 加仓
BAC BANK OF AMER CORP $229.54万0.14%40,284 -4,762-10.6% -$27.13万 减仓
MO ALTRIA GROUP INC $230.83万0.14%32,082 1800.6% $1.30万 加仓
NAT NORDIC AMERICAN TANKERS LIMI $232.91万0.14%420,409 -14,700-3.4% -$8.14万 减仓
STIP ISHARES TR $232.92万0.14%22,800 -1,790-7.3% -$18.29万 减仓
KNG FIRST TR EXCHANGE-TRADED FD $234.02万0.14%46,341 7951.7% $4.01万 加仓
— FIRST TR EXCHANGE-TRADED FD $240.45万0.15%119,103 12,80112.0% $25.84万 加仓
NEE NEXTERA ENERGY INC $242.17万0.15%27,591 -582-2.1% -$5.11万 减仓
IAU ISHARES GOLD TR $242.25万0.15%32,082 5,85122.3% $44.18万 加仓
RPV INVESCO EXCHANGE TRADED FD T $242.61万0.15%21,315 -77-0.4% -$8,764 减仓
ANET ARISTA NETWORKS INC $244.92万0.15%14,417 -2,350-14.0% -$39.92万 减仓
TSPA T ROWE PRICE EXCHANGE-TRADED $249.62万0.15%52,518 -1,013-1.9% -$4.81万 减仓
CWB SPDR SERIES TRUST $255.21万0.15%23,670 19,012408.2% $204.99万 加仓
SOXX ISHARES TR $256.51万0.16%4,003 49314.0% $31.59万 加仓
FNDX SCHWAB STRATEGIC TR $258.02万0.16%82,966 74,561887.1% $231.88万 加仓
ONEQ FIDELITY COMWLTH TR $260.36万0.16%25,224 21,666608.9% $223.63万 加仓
CRWD CROWDSTRIKE HLDGS INC $270.26万0.16%3,541 1223.6% $9.31万 加仓
CVX CHEVRON CORPORATION $273.59万0.17%16,505 290.2% $4,807 加仓
JNJ JOHNSON & JOHNSON $274.84万0.17%10,822 -137-1.3% -$3.48万 减仓
DGT SPDR SERIES TRUST $280.87万0.17%15,199 -29-0.2% -$5,359 减仓
IYR ISHARES TR $282.54万0.17%27,632 8683.2% $8.88万 加仓
V VISA INC $283.75万0.17%8,270 -202-2.4% -$6.93万 减仓
AVIG AMERICAN CENTY ETF TR $284.32万0.17%68,659 1,4132.1% $5.85万 加仓
SPCX SPACE EXPLORATION TECHN CORP $284.86万0.17%16,672 16,672— $284.86万 新建仓
UPSD ETF SER SOLUTIONS $286.64万0.17%101,647 13,28415.0% $37.46万 加仓
SCHP SCHWAB STRATEGIC TR $288.47万0.18%108,855 1,6001.5% $4.24万 加仓
HWM HOWMET AEROSPACE INC $289.46万0.18%10,766 7357.3% $19.76万 加仓
RTX RTX CORPORATION $290.90万0.18%15,332 -4,399-22.3% -$83.46万 减仓
JTEK J P MORGAN EXCHANGE TRADED F $297.94万0.18%26,709 4,28119.1% $47.76万 加仓
IJH ISHARES TR $300.90万0.18%39,022 -1,610-4.0% -$12.41万 减仓
TRFK PACER FDS TR $304.70万0.19%28,557 21,811323.3% $232.72万 加仓
BSV VANGUARD BD INDEX FDS $305.53万0.19%39,215 -622-1.6% -$4.85万 减仓
LRCX LAM RESEARCH CORP $308.63万0.19%7,122 1952.8% $8.45万 加仓
FLTR VANECK ETF TRUST $310.60万0.19%121,281 13,06912.1% $33.47万 加仓
VWO VANGUARD INTL EQUITY INDEX F $315.58万0.19%52,871 3,5677.2% $21.29万 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $315.82万0.19%63,444 6,27711.0% $31.25万 加仓
LVHI LEGG MASON ETF INVT $316.40万0.19%77,959 -54,895-41.3% -$222.79万 减仓
— STRATEGY SHS $318.95万0.19%111,402 26,87231.8% $76.94万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $321.34万0.20%87,967 9,53612.2% $34.84万 加仓
FLRT PACER FDS TR $325.85万0.20%69,879 15,47128.4% $72.14万 加仓
NLR VANECK ETF TRUST $326.71万0.20%28,169 1,2414.6% $14.39万 加仓
RSP INVESCO EXCHANGE TRADED FD T $326.84万0.20%15,361 2,18216.6% $46.43万 加仓
JIRE J P MORGAN EXCHANGE TRADED F $331.76万0.20%40,218 -6,973-14.8% -$57.52万 减仓
VONG VANGUARD SCOTTSDALE FDS $332.05万0.20%25,980 -37-0.1% -$4,729 减仓
IYW ISHARES TR $336.27万0.20%13,332 1,53613.0% $38.74万 加仓
AVUS AMERICAN CENTY ETF TR $337.11万0.20%26,320 -1,711-6.1% -$21.91万 减仓