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 |
|---|---|---|---|---|---|---|---|---|
| DOW | DOW HLDGS INC | $55.10万 | 0.04% | 13,228 | -120 | -0.9% | -$4,998 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $54.96万 | 0.04% | 9,782 | 73 | 0.8% | $4,102 | 加仓 |
| SYK | STRYKER CORPORATION | $54.94万 | 0.04% | 1,672 | 132 | 8.6% | $4.34万 | 加仓 |
| AMGN | AMGEN INC | $54.74万 | 0.04% | 1,556 | -298 | -16.1% | -$10.48万 | 减仓 |
| DE | DEERE & CO | $54.67万 | 0.04% | 971 | -74 | -7.1% | -$4.17万 | 减仓 |
| ES | EVERSOURCE ENERGY | $54.52万 | 0.04% | 7,869 | 414 | 5.6% | $2.87万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.48万 | 0.04% | 8,983 | 2,137 | 31.2% | $12.96万 | 加仓 |
| NDAQ | NASDAQ INC | $54.35万 | 0.04% | 6,402 | 6,402 | — | $54.35万 | 新建仓 |
| GCO | GENESCO INC | $54.18万 | 0.04% | 18,688 | 627 | 3.5% | $1.82万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $54.11万 | 0.04% | 5,500 | 126 | 2.3% | $1.24万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $53.90万 | 0.04% | 15,663 | 5,371 | 52.2% | $18.48万 | 加仓 |
| VALE | VALE S A | $53.54万 | 0.04% | 33,650 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $53.33万 | 0.04% | 2,158 | 74 | 3.6% | $1.83万 | 加仓 |
| IWP | ISHARES TR | $53.30万 | 0.04% | 4,160 | 547 | 15.1% | $7.01万 | 加仓 |
| — | PIMCO STRATEGIC INCOME FD | $53.26万 | 0.04% | 99,367 | -3,775 | -3.7% | -$2.02万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $53.16万 | 0.04% | 3,814 | 50 | 1.3% | $6,969 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $52.96万 | 0.04% | 11,450 | -276 | -2.4% | -$1.28万 | 减仓 |
| COHR | COHERENT CORP | $52.74万 | 0.04% | 2,214 | 2,214 | — | $52.74万 | 新建仓 |
| RAVI | FLEXSHARES TR | $52.69万 | 0.04% | 6,987 | -53 | -0.8% | -$3,996 | 减仓 |
| HAL | HALLIBURTON CO | $52.59万 | 0.04% | 13,487 | 3,690 | 37.7% | $14.39万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $52.55万 | 0.04% | 1,737 | 25 | 1.5% | $7,563 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $52.52万 | 0.04% | 9,947 | 97 | 1.0% | $5,122 | 加仓 |
| AZZ | AZZ INC | $52.50万 | 0.04% | 4,196 | 416 | 11.0% | $5.21万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $52.50万 | 0.04% | 15,616 | -3,817 | -19.6% | -$12.83万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $52.38万 | 0.04% | 4,415 | 233 | 5.6% | $2.76万 | 加仓 |
| CRM | SALESFORCE INC | $52.32万 | 0.04% | 2,803 | 177 | 6.7% | $3.30万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $52.22万 | 0.04% | 4,792 | -11,360 | -70.3% | -$123.80万 | 减仓 |
| MPC | MARATHON PETE CORP | $52.16万 | 0.04% | 2,136 | -688 | -24.4% | -$16.80万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $51.20万 | 0.04% | 3,223 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $51.09万 | 0.04% | 8,727 | -256 | -2.8% | -$1.50万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.88万 | 0.04% | 1,880 | -860 | -31.4% | -$23.28万 | 减仓 |
| HEI | HEICO CORP NEW | $50.84万 | 0.04% | 1,854 | 101 | 5.8% | $2.77万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $50.81万 | 0.04% | 3,552 | 151 | 4.4% | $2.16万 | 加仓 |
| AEE | AMEREN CORP | $50.80万 | 0.04% | 4,622 | 184 | 4.1% | $2.02万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $50.65万 | 0.04% | 1,730 | 72 | 4.3% | $2.11万 | 加仓 |
| IJJ | ISHARES TR | $50.61万 | 0.04% | 3,820 | 114 | 3.1% | $1.51万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $50.61万 | 0.04% | 22,227 | 5,844 | 35.7% | $13.31万 | 加仓 |
| VST | VISTRA CORP | $50.20万 | 0.04% | 3,340 | 745 | 28.7% | $11.20万 | 加仓 |
| FTNT | FORTINET INC | $50.05万 | 0.04% | 6,124 | 1,319 | 27.5% | $10.78万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $49.92万 | 0.04% | 38,139 | -25,148 | -39.7% | -$32.92万 | 重新持有 |
| PFE | PFIZER INC | $49.92万 | 0.04% | 17,778 | -2,267 | -11.3% | -$6.37万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $49.72万 | 0.04% | 25,855 | 725 | 2.9% | $1.39万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $49.65万 | 0.04% | 1,447 | -51 | -3.4% | -$1.75万 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $49.33万 | 0.04% | 16,114 | -981 | -5.7% | -$3.00万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $49.11万 | 0.04% | 19,841 | -4,750 | -19.3% | -$11.76万 | 减仓 |
| MMM | 3M CO | $49.08万 | 0.04% | 3,380 | -483 | -12.5% | -$7.01万 | 减仓 |
| — | ISHARES TR | $48.64万 | 0.04% | 4,669 | -63 | -1.3% | -$6,563 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $48.38万 | 0.04% | 16,635 | -8,408 | -33.6% | -$24.45万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $48.22万 | 0.04% | 2,610 | 166 | 6.8% | $3.07万 | 加仓 |
| ALV | AUTOLIV INC | $48.21万 | 0.04% | 4,584 | 273 | 6.3% | $2.87万 | 加仓 |
| SHYG | ISHARES TR | $48.19万 | 0.04% | 11,390 | 11,051 | 3,259.9% | $46.76万 | 加仓 |
| NVO | NOVO-NORDISK A S | $47.69万 | 0.03% | 12,976 | 2,120 | 19.5% | $7.79万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $47.64万 | 0.03% | 16,150 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $47.42万 | 0.03% | 18,493 | -24,522 | -57.0% | -$62.88万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $47.37万 | 0.03% | 11,026 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $47.27万 | 0.03% | 6,955 | 294 | 4.4% | $2.00万 | 加仓 |
| MPLX | MPLX LP | $47.21万 | 0.03% | 8,273 | 143 | 1.8% | $8,161 | 加仓 |
| TIP | ISHARES TR | $47.16万 | 0.03% | 4,274 | -393 | -8.4% | -$4.34万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $47.15万 | 0.03% | 19,333 | 160 | 0.8% | $3,902 | 加仓 |
| AMT | AMERICAN TOWER CORP | $47.11万 | 0.03% | 2,730 | 470 | 20.8% | $8.11万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $46.91万 | 0.03% | 9,675 | 400 | 4.3% | $1.94万 | 加仓 |
| MLI | MUELLER INDS INC | $46.64万 | 0.03% | 4,209 | 4,209 | — | $46.64万 | 新建仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $46.53万 | 0.03% | 11,543 | 216 | 1.9% | $8,707 | 加仓 |
| MTUM | ISHARES TR | $46.52万 | 0.03% | 1,938 | -561 | -22.4% | -$13.47万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $46.08万 | 0.03% | 8,447 | -42,500 | -83.4% | -$231.84万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $46.05万 | 0.03% | 8,507 | 261 | 3.2% | $1.41万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $45.83万 | 0.03% | 2,317 | -130 | -5.3% | -$2.57万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $45.46万 | 0.03% | 5,979 | 858 | 16.8% | $6.52万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $45.15万 | 0.03% | 11,344 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $45.06万 | 0.03% | 11,237 | 2,156 | 23.7% | $8.65万 | 加仓 |
| PTNQ | PACER FDS TR | $45.02万 | 0.03% | 6,171 | -95 | -1.5% | -$6,931 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.88万 | 0.03% | 12,090 | 2,115 | 21.2% | $7.85万 | 加仓 |
| BOXX | EA SERIES TRUST | $44.62万 | 0.03% | 3,837 | 308 | 8.7% | $3.58万 | 加仓 |
| — | FLEXSHARES TR | $44.44万 | 0.03% | 11,720 | 275 | 2.4% | $1.04万 | 加仓 |
| CSX | CSX CORP | $44.19万 | 0.03% | 10,764 | 61 | 0.6% | $2,504 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $44.04万 | 0.03% | 3,184 | 3,184 | — | $44.04万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $43.42万 | 0.03% | 4,591 | 1,880 | 69.3% | $17.78万 | 加仓 |
| ADBE | ADOBE INC | $43.39万 | 0.03% | 1,785 | 64 | 3.7% | $1.56万 | 加仓 |
| IGV | ISHARES TR | $43.08万 | 0.03% | 5,382 | -3,385 | -38.6% | -$27.10万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $42.88万 | 0.03% | 14,201 | 4 | 0.0% | $121 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $42.84万 | 0.03% | 8,916 | 1,463 | 19.6% | $7.03万 | 加仓 |
| CWB | SPDR SERIES TRUST | $42.63万 | 0.03% | 4,658 | -16,375 | -77.9% | -$149.88万 | 减仓 |
| LASR | NLIGHT INC | $42.33万 | 0.03% | 7,424 | 7,424 | — | $42.33万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $42.03万 | 0.03% | 23,326 | -1,607 | -6.4% | -$2.90万 | 减仓 |
| VB | VANGUARD INDEX FDS | $42.00万 | 0.03% | 1,604 | -9,774 | -85.9% | -$255.95万 | 减仓 |
| TRFK | PACER FDS TR | $41.99万 | 0.03% | 6,746 | -1,057 | -13.5% | -$6.58万 | 减仓 |
| IWD | ISHARES TR | $41.96万 | 0.03% | 1,964 | -4 | -0.2% | -$855 | 减仓 |
| MDST | ULTIMUS MANAGERS TR | $41.95万 | 0.03% | 14,668 | -527 | -3.5% | -$1.51万 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $41.90万 | 0.03% | 8,465 | 8,465 | — | $41.90万 | 新建仓 |
| XONE | BONDBLOXX ETF TRUST | $41.68万 | 0.03% | 8,417 | 317 | 3.9% | $1.57万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $41.49万 | 0.03% | 1,897 | 361 | 23.5% | $7.90万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $40.83万 | 0.03% | 581 | 581 | — | $40.83万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.56万 | 0.03% | 10,018 | -4,417 | -30.6% | -$17.88万 | 减仓 |
| AZO | AUTOZONE INC | $40.53万 | 0.03% | 120 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $40.34万 | 0.03% | 1,250 | 1,250 | — | $40.34万 | 新建仓 |
| USB | US BANCORP | $39.92万 | 0.03% | 7,675 | -1,665 | -17.8% | -$8.66万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $39.90万 | 0.03% | 4,888 | 133 | 2.8% | $1.09万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.71万 | 0.03% | 16,719 | 2,434 | 17.0% | $5.78万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $39.69万 | 0.03% | 363 | 14 | 4.0% | $1.53万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $39.58万 | 0.03% | 12,783 | -184,010 | -93.5% | -$569.69万 | 减仓 |