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 |
|---|---|---|---|---|---|---|---|---|
| KMI | KINDER MORGAN INC DEL | $84.33万 | 0.06% | 25,151 | 643 | 2.6% | $2.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $84.29万 | 0.06% | 11,694 | -175 | -1.5% | -$1.26万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $83.31万 | 0.06% | 26,664 | 4,511 | 20.4% | $14.09万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $82.88万 | 0.06% | 15,521 | -23 | -0.1% | -$1,228 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $82.18万 | 0.06% | 38,257 | -618 | -1.6% | -$1.33万 | 减仓 |
| MCD | MCDONALDS CORP | $82.03万 | 0.06% | 2,640 | 135 | 5.4% | $4.19万 | 加仓 |
| DGRW | WISDOMTREE TR | $81.61万 | 0.06% | 9,291 | 3,132 | 50.9% | $27.51万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $80.79万 | 0.06% | 3,980 | 124 | 3.2% | $2.52万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $80.26万 | 0.06% | 39,069 | -400 | -1.0% | -$8,217 | 减仓 |
| BA | BOEING CO | $80.21万 | 0.06% | 4,030 | 897 | 28.6% | $17.85万 | 加仓 |
| WAB | WABTEC | $79.62万 | 0.06% | 3,186 | 151 | 5.0% | $3.77万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $79.13万 | 0.06% | 23,592 | -26,428 | -52.8% | -$88.64万 | 减仓 |
| PICK | ISHARES INC | $79.03万 | 0.06% | 13,965 | 13,965 | — | $79.03万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $79.00万 | 0.06% | 9,803 | 2,972 | 43.5% | $23.95万 | 加仓 |
| KR | KROGER CO | $78.54万 | 0.06% | 10,854 | -317 | -2.8% | -$2.29万 | 减仓 |
| TBUX | T ROWE PRICE ETF INC | $78.39万 | 0.06% | 15,756 | -3,925 | -19.9% | -$19.53万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $78.24万 | 0.06% | 13,088 | -13,619 | -51.0% | -$81.42万 | 减仓 |
| CME | CME GROUP INC | $78.24万 | 0.06% | 2,649 | 203 | 8.3% | $6.00万 | 加仓 |
| ORCL | ORACLE CORP | $78.10万 | 0.06% | 5,309 | -1,044 | -16.4% | -$15.36万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $77.74万 | 0.06% | 6,477 | 140 | 2.2% | $1.68万 | 加仓 |
| WELL | WELLTOWER INC | $77.55万 | 0.06% | 3,922 | 710 | 22.1% | $14.04万 | 加仓 |
| TXN | TEXAS INSTRS INC | $77.31万 | 0.06% | 3,982 | -108 | -2.6% | -$2.10万 | 减仓 |
| MLPX | GLOBAL X FDS | $76.29万 | 0.06% | 10,318 | 1,111 | 12.1% | $8.21万 | 加仓 |
| XYZ | BLOCK INC | $75.57万 | 0.06% | 12,558 | -2,504 | -16.6% | -$15.07万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $75.05万 | 0.05% | 7,985 | 72 | 0.9% | $6,767 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $74.59万 | 0.05% | 16,717 | 508 | 3.1% | $2.27万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $74.48万 | 0.05% | 1,231 | 319 | 35.0% | $19.30万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $74.10万 | 0.05% | 25,811 | 25,811 | — | $74.10万 | 新建仓 |
| BOND | PIMCO ETF TR | $73.75万 | 0.05% | 7,992 | 522 | 7.0% | $4.82万 | 加仓 |
| AMAT | APPLIED MATLS INC | $73.25万 | 0.05% | 2,143 | 66 | 3.2% | $2.26万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $72.95万 | 0.05% | 5,687 | 631 | 12.5% | $8.09万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $72.67万 | 0.05% | 16,203 | 827 | 5.4% | $3.71万 | 加仓 |
| USMV | ISHARES TR | $72.66万 | 0.05% | 7,835 | -24,072 | -75.4% | -$223.24万 | 减仓 |
| NEM | NEWMONT CORP | $72.53万 | 0.05% | 6,700 | -124 | -1.8% | -$1.34万 | 减仓 |
| IEF | ISHARES TR | $72.48万 | 0.05% | 7,594 | -1,712 | -18.4% | -$16.34万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $72.18万 | 0.05% | 4,589 | 560 | 13.9% | $8.81万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $72.07万 | 0.05% | 25,767 | 1,333 | 5.5% | $3.73万 | 加仓 |
| KRE | SPDR SERIES TRUST | $72.00万 | 0.05% | 11,051 | -135 | -1.2% | -$8,796 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $71.51万 | 0.05% | 12,292 | 11,323 | 1,168.5% | $65.88万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $71.30万 | 0.05% | 3,315 | 33 | 1.0% | $7,097 | 加仓 |
| SMH | VANECK ETF TRUST | $70.96万 | 0.05% | 1,851 | -350 | -15.9% | -$13.42万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $70.40万 | 0.05% | 12,041 | 226 | 1.9% | $1.32万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $70.31万 | 0.05% | 12,176 | 31 | 0.3% | $1,790 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $70.14万 | 0.05% | 28,899 | -564 | -1.9% | -$1.37万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $69.54万 | 0.05% | 13,030 | 13,030 | — | $69.54万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $68.72万 | 0.05% | 14,982 | 844 | 6.0% | $3.87万 | 加仓 |
| NEU | NEWMARKET CORP | $68.13万 | 0.05% | 1,063 | 30 | 2.9% | $1.92万 | 加仓 |
| ACWV | ISHARES INC | $67.70万 | 0.05% | 5,665 | -221 | -3.8% | -$2.64万 | 减仓 |
| SBUX | STARBUCKS CORP | $67.70万 | 0.05% | 7,556 | 2,291 | 43.5% | $20.53万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $67.62万 | 0.05% | 16,017 | -206 | -1.3% | -$8,697 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $67.05万 | 0.05% | 3,290 | -846 | -20.5% | -$17.24万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $66.30万 | 0.05% | 6,458 | -1,831 | -22.1% | -$18.80万 | 减仓 |
| PEP | PEPSICO INC | $65.92万 | 0.05% | 4,245 | -1,233 | -22.5% | -$19.15万 | 减仓 |
| MELI | MERCADOLIBRE INC | $65.01万 | 0.05% | 376 | 47 | 14.3% | $8.13万 | 加仓 |
| QCOM | QUALCOMM INC | $64.92万 | 0.05% | 5,041 | -4,893 | -49.3% | -$63.01万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $64.34万 | 0.05% | 23,521 | 1,180 | 5.3% | $3.23万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $64.29万 | 0.05% | 9,698 | 1 | 0.0% | $66 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $63.60万 | 0.05% | 13,719 | 1,407 | 11.4% | $6.52万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $63.41万 | 0.05% | 2,235 | 2,235 | — | $63.41万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $63.38万 | 0.05% | 2,343 | 227 | 10.7% | $6.14万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $63.25万 | 0.05% | 54,336 | 3,597 | 7.1% | $4.19万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $63.01万 | 0.05% | 3,521 | 320 | 10.0% | $5.73万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $62.60万 | 0.05% | 16,018 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $62.52万 | 0.05% | 11,548 | 541 | 4.9% | $2.93万 | 加仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $62.35万 | 0.05% | 23,397 | 518 | 2.3% | $1.38万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $62.21万 | 0.05% | 10,584 | 2,611 | 32.7% | $15.35万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $61.83万 | 0.05% | 13,662 | 1 | 0.0% | $45 | 加仓 |
| PYLD | PIMCO ETF TR | $61.17万 | 0.04% | 23,349 | 14,325 | 158.7% | $37.53万 | 加仓 |
| FICO | FAIR ISAAC CORP | $61.14万 | 0.04% | 573 | 160 | 38.7% | $17.07万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $61.00万 | 0.04% | 29,101 | 14,743 | 102.7% | $30.90万 | 加仓 |
| WRB | BERKLEY W R CORP | $60.97万 | 0.04% | 9,199 | 461 | 5.3% | $3.06万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $60.83万 | 0.04% | 16,257 | -280 | -1.7% | -$1.05万 | 减仓 |
| — | HONEYWELL INTL INC | $60.66万 | 0.04% | 2,684 | 109 | 4.2% | $2.46万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $60.62万 | 0.04% | 11,977 | -21,881 | -64.6% | -$110.74万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $60.16万 | 0.04% | 25,086 | -308 | -1.2% | -$7,386 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $59.91万 | 0.04% | 2,560 | -192 | -7.0% | -$4.49万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $59.35万 | 0.04% | 9,469 | -6,899 | -42.1% | -$43.24万 | 减仓 |
| EMR | EMERSON ELEC CO | $59.23万 | 0.04% | 4,521 | -172 | -3.7% | -$2.25万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $58.68万 | 0.04% | 5,469 | 529 | 10.7% | $5.68万 | 加仓 |
| F | FORD MTR CO | $58.67万 | 0.04% | 50,844 | -3,879 | -7.1% | -$4.48万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $58.63万 | 0.04% | 3,214 | 94 | 3.0% | $1.71万 | 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 |
| SN | SHARKNINJA INC | $58.17万 | 0.04% | 5,493 | 240 | 4.6% | $2.54万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $58.12万 | 0.04% | 2,861 | -290 | -9.2% | -$5.89万 | 减仓 |
| VFMV | VANGUARD WELLINGTON FD | $58.11万 | 0.04% | 4,362 | 1,606 | 58.3% | $21.40万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $57.54万 | 0.04% | 9,993 | -3,732 | -27.2% | -$21.49万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $57.45万 | 0.04% | 9,378 | 4,568 | 95.0% | $27.98万 | 加仓 |
| ADI | ANALOG DEVICES INC | $57.19万 | 0.04% | 1,798 | 187 | 11.6% | $5.95万 | 加仓 |
| VGT | VANGUARD WORLD FD | $56.97万 | 0.04% | 817 | -2,219 | -73.1% | -$154.74万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $56.86万 | 0.04% | 8,646 | 2,811 | 48.2% | $18.49万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.83万 | 0.04% | 13,568 | -255 | -1.8% | -$1.07万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $56.39万 | 0.04% | 827 | 10 | 1.2% | $6,819 | 加仓 |
| WTV | WISDOMTREE TR | $55.95万 | 0.04% | 5,906 | 502 | 9.3% | $4.76万 | 加仓 |
| NI | NISOURCE INC | $55.87万 | 0.04% | 11,974 | 603 | 5.3% | $2.81万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $55.79万 | 0.04% | 2,568 | -11,144 | -81.3% | -$242.12万 | 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 |
| DFIC | DIMENSIONAL ETF TRUST | $55.38万 | 0.04% | 15,587 | -1,557 | -9.1% | -$5.53万 | 减仓 |
| IAGG | ISHARES TR | $55.26万 | 0.04% | 11,043 | 17 | 0.2% | $851 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $55.17万 | 0.04% | 5,026 | -1,031 | -17.0% | -$11.32万 | 减仓 |