SILVER OAK SECURITIES, INCORPORATED
JACKSON TN · SEC CIK 0001080576
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $344.33万 | 0.21% | 4,598 | -209 | -4.3% | -$15.65万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $348.15万 | 0.21% | 10,209 | 1,395 | 15.8% | $47.57万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $349.31万 | 0.21% | 3,734 | 10 | 0.3% | $9,355 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $350.35万 | 0.21% | 30,497 | 1,251 | 4.3% | $14.37万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $351.16万 | 0.21% | 81,137 | -2,568 | -3.1% | -$11.11万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $351.79万 | 0.21% | 40,417 | -2,040 | -4.8% | -$17.76万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $354.30万 | 0.22% | 70,865 | 4,675 | 7.1% | $23.37万 | 加仓 |
| — | ETF SER SOLUTIONS | $357.09万 | 0.22% | 35,682 | 202 | 0.6% | $2.02万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $364.67万 | 0.22% | 63,005 | 164 | 0.3% | $9,492 | 加仓 |
| SLV | ISHARES SILVER TR | $365.85万 | 0.22% | 68,422 | 17,861 | 35.3% | $95.50万 | 加仓 |
| APH | AMPHENOL CORP | $367.28万 | 0.22% | 20,830 | 1,983 | 10.5% | $34.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $370.21万 | 0.22% | 25,247 | -247 | -1.0% | -$3.62万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $370.53万 | 0.22% | 61,459 | -12,673 | -17.1% | -$76.41万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $370.78万 | 0.23% | 85,948 | 9,692 | 12.7% | $41.81万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $371.76万 | 0.23% | 169,136 | 10,635 | 6.7% | $23.38万 | 加仓 |
| DEFR | ETF SER SOLUTIONS | $381.97万 | 0.23% | 142,815 | 8,049 | 6.0% | $21.53万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $386.74万 | 0.23% | 81,936 | 877 | 1.1% | $4.14万 | 加仓 |
| SGOV | ISHARES TR | $394.45万 | 0.24% | 39,183 | 20,641 | 111.3% | $207.79万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $404.68万 | 0.25% | 18,569 | 1,252 | 7.2% | $27.29万 | 加仓 |
| TSLA | TESLA INC | $405.34万 | 0.25% | 9,637 | 1,798 | 22.9% | $75.62万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $425.10万 | 0.26% | 88,232 | -14,155 | -13.8% | -$68.20万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $431.85万 | 0.26% | 95,248 | 6,828 | 7.7% | $30.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $437.07万 | 0.27% | 13,353 | -61 | -0.5% | -$2.00万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $443.23万 | 0.27% | 111,700 | 6,859 | 6.5% | $27.22万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $446.35万 | 0.27% | 52,230 | 29,469 | 129.5% | $251.84万 | 加仓 |
| FIX | COMFORT SYS USA INC | $452.78万 | 0.27% | 2,285 | 181 | 8.6% | $35.87万 | 加仓 |
| MTUM | ISHARES TR | $465.35万 | 0.28% | 13,574 | 11,636 | 600.4% | $398.91万 | 加仓 |
| META | META PLATFORMS INC | $467.02万 | 0.28% | 8,291 | 127 | 1.6% | $7.15万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $481.47万 | 0.29% | 142,277 | -35,542 | -20.0% | -$120.27万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $490.29万 | 0.30% | 80,652 | -8,258 | -9.3% | -$50.20万 | 减仓 |
| IJR | ISHARES TR | $492.90万 | 0.30% | 33,235 | 1,641 | 5.2% | $24.34万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $503.85万 | 0.31% | 81,980 | 9,902 | 13.7% | $60.86万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $507.05万 | 0.31% | 120,182 | 10,663 | 9.7% | $44.99万 | 加仓 |
| GOOG | ALPHABET INC | $508.40万 | 0.31% | 14,389 | 823 | 6.1% | $29.08万 | 加仓 |
| IWF | ISHARES TR | $508.88万 | 0.31% | 40,983 | 13,495 | 49.1% | $167.57万 | 加仓 |
| USFR | WISDOMTREE TR | $511.84万 | 0.31% | 101,656 | -3,395 | -3.2% | -$17.09万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $514.25万 | 0.31% | 108,790 | 1,644 | 1.5% | $7.77万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $517.36万 | 0.31% | 38,826 | 12,176 | 45.7% | $162.25万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $521.24万 | 0.32% | 190,720 | 5,839 | 3.2% | $15.96万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $527.06万 | 0.32% | 58,497 | -1,406 | -2.3% | -$12.67万 | 减仓 |
| REGL | PROSHARES TR | $532.02万 | 0.32% | 58,100 | 1,191 | 2.1% | $10.91万 | 加仓 |
| FEOE | RBB FUND TRUST | $542.77万 | 0.33% | 101,642 | 33,209 | 48.5% | $177.34万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $545.89万 | 0.33% | 70,369 | 7,763 | 12.4% | $60.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $552.54万 | 0.34% | 8,045 | 575 | 7.7% | $39.49万 | 加仓 |
| LLY | ELI LILLY & CO | $556.06万 | 0.34% | 4,636 | 320 | 7.4% | $38.38万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $567.34万 | 0.34% | 151,250 | 28,948 | 23.7% | $108.58万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $567.85万 | 0.34% | 64,617 | 8,216 | 14.6% | $72.20万 | 加仓 |
| PTRB | PGIM ETF TR | $573.62万 | 0.35% | 138,356 | 16,393 | 13.4% | $67.97万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $584.65万 | 0.35% | 105,066 | 5,036 | 5.0% | $28.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $588.06万 | 0.36% | 10,123 | -303 | -2.9% | -$17.60万 | 减仓 |
| MGK | VANGUARD WORLD FD | $591.06万 | 0.36% | 67,235 | -5,420 | -7.5% | -$47.65万 | 减仓 |
| DUBS | ETF SER SOLUTIONS | $609.73万 | 0.37% | 146,411 | 5,608 | 4.0% | $23.35万 | 加仓 |
| KLAC | KLA CORP | $611.53万 | 0.37% | 20,269 | 829 | 4.3% | $25.01万 | 加仓 |
| INTC | INTEL CORP | $619.08万 | 0.38% | 44,337 | 11,595 | 35.4% | $161.90万 | 加仓 |
| IOO | ISHARES TR | $626.31万 | 0.38% | 45,850 | 969 | 2.2% | $13.24万 | 加仓 |
| GLD | SPDR GOLD TR | $631.85万 | 0.38% | 17,152 | 346 | 2.1% | $12.75万 | 加仓 |
| ABBV | ABBVIE INC | $642.78万 | 0.39% | 25,544 | 13,819 | 117.9% | $347.73万 | 加仓 |
| WMT | WALMART INC | $670.52万 | 0.41% | 59,202 | 2,028 | 3.5% | $22.97万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $671.27万 | 0.41% | 176,048 | 22,225 | 14.4% | $84.74万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $724.11万 | 0.44% | 44,825 | 24,522 | 120.8% | $396.13万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $734.65万 | 0.45% | 253,242 | 10,639 | 4.4% | $30.86万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $738.63万 | 0.45% | 14,761 | -1,402 | -8.7% | -$70.15万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $748.62万 | 0.45% | 39,293 | 8,068 | 25.8% | $153.71万 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $760.37万 | 0.46% | 276,649 | 11,172 | 4.2% | $30.71万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $795.75万 | 0.48% | 6,894 | 693 | 11.2% | $79.99万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $861.90万 | 0.52% | 120,969 | 7,179 | 6.3% | $51.15万 | 加仓 |
| SHY | ISHARES TR | $907.40万 | 0.55% | 110,511 | 8,652 | 8.5% | $71.04万 | 加仓 |
| IVW | ISHARES TR | $932.38万 | 0.57% | 67,795 | 20,652 | 43.8% | $284.03万 | 加仓 |
| TFLO | ISHARES TR | $986.92万 | 0.60% | 194,928 | -50,312 | -20.5% | -$254.73万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,025.26万 | 0.62% | 323,324 | -75,125 | -18.9% | -$238.22万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,053.96万 | 0.64% | 174,816 | 3,386 | 2.0% | $20.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,081.66万 | 0.66% | 28,997 | 183 | 0.6% | $6.83万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $1,084.53万 | 0.66% | 377,229 | 20,206 | 5.7% | $58.09万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $1,111.25万 | 0.67% | 112,475 | -270 | -0.2% | -$2.67万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,113.23万 | 0.68% | 243,330 | 243,330 | — | $1,113.23万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,188.02万 | 0.72% | 33,243 | 520 | 1.6% | $18.58万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,206.06万 | 0.73% | 131,609 | 7,177 | 5.8% | $65.77万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,213.90万 | 0.74% | 25,418 | -114 | -0.4% | -$5.44万 | 减仓 |
| IWM | ISHARES TR | $1,250.48万 | 0.76% | 41,620 | 40,828 | 5,155.1% | $1,226.69万 | 加仓 |
| IJS | ISHARES TR | $1,259.59万 | 0.76% | 92,156 | 92,156 | — | $1,259.59万 | 新建仓 |
| AVGO | BROADCOM INC | $1,285.79万 | 0.78% | 34,038 | 1,357 | 4.2% | $51.26万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $1,291.43万 | 0.78% | 334,653 | 11,650 | 3.6% | $44.96万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,362.07万 | 0.83% | 44,957 | -1,345 | -2.9% | -$40.75万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,406.62万 | 0.85% | 191,612 | 17,824 | 10.3% | $130.85万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $1,415.61万 | 0.86% | 306,808 | 13,343 | 4.5% | $61.56万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,433.64万 | 0.87% | 338,681 | 812 | 0.2% | $3.44万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,456.37万 | 0.88% | 116,734 | -1,864 | -1.6% | -$23.26万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $1,512.05万 | 0.92% | 514,302 | 28,914 | 6.0% | $85.01万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,516.22万 | 0.92% | 127,424 | -778 | -0.6% | -$9.26万 | 减仓 |
| AMZN | AMAZON COM INC | $1,548.64万 | 0.94% | 64,976 | -551 | -0.8% | -$13.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,603.51万 | 0.97% | 21,473 | 2,543 | 13.4% | $189.90万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,748.59万 | 1.06% | 346,324 | 13,050 | 3.9% | $65.89万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $1,753.22万 | 1.06% | 348,553 | -38,090 | -9.9% | -$191.59万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $1,844.50万 | 1.12% | 131,869 | -2,741 | -2.0% | -$38.34万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $1,850.57万 | 1.12% | 64,685 | 2,074 | 3.3% | $59.34万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,864.26万 | 1.13% | 409,818 | 5,718 | 1.4% | $26.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,114.13万 | 1.28% | 57,132 | 2,545 | 4.7% | $94.18万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $2,125.02万 | 1.29% | 417,079 | 12,744 | 3.2% | $64.93万 | 加仓 |
| CAT | CATERPILLAR INC | $2,148.57万 | 1.30% | 20,176 | 2,142 | 11.9% | $228.10万 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $2,367.31万 | 1.44% | 295,625 | 295,625 | — | $2,367.31万 | 新建仓 |