OARSMAN CAPITAL, INC.
MILWAUKEE WI · SEC CIK 0001569667
$9.45亿2026Q2 申报市值
244持仓数
54.6%前十大占比 · 第一大 9.1%
19 / 19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
SPYG 加仓+$1,047.37万
SPYM 加仓+$1,029.34万
APG 加仓+$967.65万
SCHC 加仓+$724.52万
VTV 加仓+$685.00万
2026Q2 卖出最多 按季末市值估算
AGG 减仓-$435.62万
LDOS 清仓-$253.58万
GVI 减仓-$204.06万
IVV 减仓-$160.79万
INTU 减仓-$94.98万
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $8,626.13万 | 9.13% | 871,502 | -44,011 | -4.8% | -$435.62万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $8,413.85万 | 8.91% | 3,037,490 | 230,936 | 8.2% | $639.69万 | 加仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $7,533.95万 | 7.97% | 345,705 | 31,432 | 10.0% | $685.00万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $7,508.65万 | 7.95% | 631,032 | 88,022 | 16.2% | $1,047.37万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $4,337.75万 | 4.59% | 642,059 | 51,731 | 8.8% | $349.49万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $3,818.73万 | 4.04% | 179,477 | 11,669 | 7.0% | $248.28万 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $3,365.13万 | 3.56% | 583,514 | 33,918 | 6.2% | $195.61万 | 加仓 |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $2,838.02万 | 3.00% | 267,498 | -19,234 | -6.7% | -$204.06万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,567.58万 | 2.72% | 72,668 | 6,809 | 10.3% | $240.58万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $2,563.14万 | 2.71% | 291,664 | 117,130 | 67.1% | $1,029.34万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $1,701.45万 | 1.80% | 166,320 | 3,813 | 2.3% | $39.01万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,624.00万 | 1.72% | 21,685 | -2,147 | -9.0% | -$160.79万 | 减仓 |
| AAPL | APPLE INC COM | $1,514.39万 | 1.60% | 52,336 | 1,939 | 3.8% | $56.11万 | 加仓 |
| — | COHEN & STEERS SHORT DURATION PREFERRED AND INCOME ACTIVE ETF | $1,480.85万 | 1.57% | 588,572 | 16,581 | 2.9% | $41.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,372.73万 | 1.45% | 68,606 | -2,027 | -2.9% | -$40.56万 | 减仓 |
| — | WISDOMTREE TRUE EMERGING MARKETS FUND | $1,212.51万 | 1.28% | 382,488 | 27,698 | 7.8% | $87.80万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,189.06万 | 1.26% | 31,877 | 1,181 | 3.8% | $44.05万 | 加仓 |
| APG | API GROUP CORP COM STK | $1,043.97万 | 1.10% | 246,509 | 228,488 | 1,267.9% | $967.65万 | 加仓 |
| AVGO | BROADCOM INC COM | $965.11万 | 1.02% | 25,549 | 260 | 1.0% | $9.82万 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $910.31万 | 0.96% | 189,176 | 150,565 | 390.0% | $724.52万 | 加仓 |
| CAT | CATERPILLAR INC COM | $818.20万 | 0.87% | 7,683 | -43 | -0.6% | -$4.58万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $809.97万 | 0.86% | 204,694 | 12,990 | 6.8% | $51.40万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $761.65万 | 0.81% | 21,313 | 109 | 0.5% | $3.90万 | 加仓 |
| AMZN | AMAZON COM INC COM | $745.05万 | 0.79% | 31,260 | 968 | 3.2% | $23.07万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $736.87万 | 0.78% | 145,712 | -11,526 | -7.3% | -$58.29万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $580.16万 | 0.61% | 5,736 | 36 | 0.6% | $3.64万 | 加仓 |
| JPRE | JPMORGAN REALTY INCOME ETF | $562.50万 | 0.60% | 107,800 | 15,461 | 16.7% | $80.68万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $562.32万 | 0.60% | 124,656 | -11,098 | -8.2% | -$50.06万 | 减仓 |
| APH | AMPHENOL CORP CL A | $559.71万 | 0.59% | 31,744 | 308 | 1.0% | $5.43万 | 加仓 |
| RSPG | INVESCO EQUAL WEIGHT ENERGY ETF | $553.64万 | 0.59% | 56,517 | 509 | 0.9% | $4.99万 | 加仓 |
| C | CITIGROUP INC COM NEW | $540.00万 | 0.57% | 38,583 | 340 | 0.9% | $4.76万 | 加仓 |
| ABBV | ABBVIE INC COM | $509.97万 | 0.54% | 20,266 | 668 | 3.4% | $16.81万 | 加仓 |
| WMT | WALMART INC COM | $501.13万 | 0.53% | 44,246 | 115 | 0.3% | $1.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $486.10万 | 0.51% | 19,140 | 232 | 1.2% | $5.89万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $484.41万 | 0.51% | 305,045 | 10,511 | 3.6% | $16.69万 | 加仓 |
| TJX | TJX COS INC | $457.11万 | 0.48% | 30,172 | 211 | 0.7% | $3.20万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $453.42万 | 0.48% | 31,033 | 395 | 1.3% | $5.77万 | 加仓 |
| META | META PLATFORMS INC CL A | $442.90万 | 0.47% | 7,863 | 203 | 2.7% | $11.43万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $437.79万 | 0.46% | 69,612 | 3,387 | 5.1% | $21.30万 | 加仓 |
| CMI | CUMMINS INC COM | $436.35万 | 0.46% | 6,118 | 224 | 3.8% | $15.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $412.82万 | 0.44% | 8,250 | -325 | -3.8% | -$16.26万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $401.79万 | 0.43% | 14,288 | 212 | 1.5% | $5.96万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $387.46万 | 0.41% | 46,885 | 1,473 | 3.2% | $12.17万 | 加仓 |
| CSCO | CISCO SYS INC COM | $387.05万 | 0.41% | 32,952 | -3,141 | -8.7% | -$36.89万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $384.32万 | 0.41% | 3,929 | -187 | -4.5% | -$18.29万 | 减仓 |
| NFLX | NETFLIX INC. COM | $373.61万 | 0.40% | 52,326 | 28,419 | 118.9% | $202.91万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $324.27万 | 0.34% | 26,115 | 3,415 | 15.0% | $42.40万 | 加仓 |
| GWW | WW GRAINGER INC COM | $318.64万 | 0.34% | 2,342 | 108 | 4.8% | $14.69万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $313.95万 | 0.33% | 4,204 | -146 | -3.4% | -$10.90万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $311.51万 | 0.33% | 16,428 | -125 | -0.8% | -$2.37万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $304.72万 | 0.32% | 33,089 | -685 | -2.0% | -$6.31万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $303.45万 | 0.32% | 31,795 | 1,707 | 5.7% | $16.29万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $301.02万 | 0.32% | 41,716 | 11,215 | 36.8% | $80.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $297.91万 | 0.32% | 9,101 | 697 | 8.3% | $22.82万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $297.10万 | 0.31% | 128,446 | -5,018 | -3.8% | -$11.61万 | 减仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $276.17万 | 0.29% | 37,492 | 178 | 0.5% | $1.31万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $272.08万 | 0.29% | 34,779 | 634 | 1.9% | $4.96万 | 加仓 |
| LLY | ELI LILLY & CO COM | $265.32万 | 0.28% | 2,212 | 151 | 7.3% | $18.11万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $253.38万 | 0.27% | 5,101 | 118 | 2.4% | $5.86万 | 加仓 |
| KR | KROGER CO COM | $250.93万 | 0.27% | 45,188 | 1,440 | 3.3% | $8.00万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $246.48万 | 0.26% | 42,777 | 1,123 | 2.7% | $6.47万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $246.04万 | 0.26% | 8,259 | -407 | -4.7% | -$12.12万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $241.54万 | 0.26% | 17,672 | -71 | -0.4% | -$9,704 | 减仓 |
| QCOM | QUALCOMM INC COM | $232.48万 | 0.25% | 12,581 | -1,431 | -10.2% | -$26.44万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $232.32万 | 0.25% | 40,772 | -1,221 | -2.9% | -$6.96万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $226.33万 | 0.24% | 31,765 | -143 | -0.4% | -$1.02万 | 减仓 |
| GLD | SPDR GOLD SHARES | $225.96万 | 0.24% | 6,134 | -394 | -6.0% | -$14.51万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $209.46万 | 0.22% | 118,140 | 4,692 | 4.1% | $8.32万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $208.12万 | 0.22% | 11,653 | -85 | -0.7% | -$1.52万 | 减仓 |
| DIS | DISNEY WALT CO COM | $196.99万 | 0.21% | 20,467 | -262 | -1.3% | -$2.52万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $192.20万 | 0.20% | 5,194 | -266 | -4.9% | -$9.84万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $186.91万 | 0.20% | 4,497 | 45 | 1.0% | $1.87万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $186.57万 | 0.20% | 2,716 | -334 | -11.0% | -$22.94万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $184.22万 | 0.19% | 12,117 | 303 | 2.6% | $4.61万 | 加仓 |
| PEP | PEPSICO INC COM | $183.31万 | 0.19% | 13,538 | 1,036 | 8.3% | $14.03万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $177.69万 | 0.19% | 21,580 | -2,897 | -11.8% | -$23.85万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $169.70万 | 0.18% | 1,814 | -82 | -4.3% | -$7.67万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $167.89万 | 0.18% | 41,961 | -946 | -2.2% | -$3.78万 | 减仓 |
| V | VISA INC COM CL A | $153.42万 | 0.16% | 4,472 | -99 | -2.2% | -$3.40万 | 减仓 |
| MUA | BLACKROCK MUNIASSETS FD INC COM | $143.11万 | 0.15% | 129,978 | 19,344 | 17.5% | $21.30万 | 加仓 |
| MTG | MGIC INVT CORP WIS COM | $134.54万 | 0.14% | 47,708 | -1,375 | -2.8% | -$3.88万 | 减仓 |
| FISV | FISERV INC COM | $131.59万 | 0.14% | 26,827 | -3,086 | -10.3% | -$15.14万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $125.37万 | 0.13% | 43,292 | -488 | -1.1% | -$1.41万 | 减仓 |
| TSLA | TESLA INC COM | $123.99万 | 0.13% | 2,948 | -1,736 | -37.1% | -$73.02万 | 减仓 |
| ORCL | ORACLE CORP COM | $122.86万 | 0.13% | 8,384 | -98 | -1.2% | -$1.44万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $119.71万 | 0.13% | 8,803 | -3,946 | -31.0% | -$53.66万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $116.69万 | 0.12% | 1,614 | 208 | 14.8% | $15.04万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $112.42万 | 0.12% | 10,446 | -312 | -2.9% | -$3.36万 | 减仓 |
| OI | O-I GLASS INC COM | $107.52万 | 0.11% | 111,650 | 40,725 | 57.4% | $39.22万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $101.86万 | 0.11% | 1,595 | -2 | -0.1% | -$1,277 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $100.13万 | 0.11% | 9,314 | -16 | -0.2% | -$1,720 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $99.25万 | 0.11% | 27,470 | -217 | -0.8% | -$7,840 | 减仓 |
| AMGN | AMGEN INC COM | $97.54万 | 0.10% | 2,694 | 355 | 15.2% | $12.85万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $94.14万 | 0.10% | 1,833 | 216 | 13.4% | $11.09万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $91.84万 | 0.10% | 6,273 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $91.76万 | 0.10% | 12,057 | -196 | -1.6% | -$1.49万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $86.26万 | 0.09% | 27,204 | -1,786 | -6.2% | -$5.66万 | 减仓 |
| MCD | MCDONALDS CORP COM | $85.99万 | 0.09% | 3,181 | 36 | 1.1% | $9,731 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $85.97万 | 0.09% | 42,350 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC COM | $85.70万 | 0.09% | 7,710 | -180 | -2.3% | -$2.00万 | 减仓 |