OARSMAN CAPITAL, INC.
MILWAUKEE WI · SEC CIK 0001569667
$8.06亿2026Q1 申报市值
239持仓数
53.9%前十大占比 · 第一大 11.3%
17 / 17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
AGG 加仓+$1,560.46万
COHEN & STEERS S 新建仓+$1,429.41万
WISDOMTREE TRUE 加仓+$1,085.83万
VTV 加仓+$741.20万
SPMD 加仓+$635.61万
2026Q1 卖出最多 按季末市值估算
RSP 减仓-$1,149.89万
IWF 减仓-$490.52万
EMXC 减仓-$428.58万
IWD 减仓-$220.79万
BUG 清仓-$211.83万
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 |
|---|---|---|---|---|---|---|---|---|
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $36.00万 | 0.04% | 6,340 | -2,879 | -31.2% | -$16.35万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $36.07万 | 0.04% | 690 | 143 | 26.1% | $7.47万 | 加仓 |
| NOW | SERVICENOW INC COM | $36.35万 | 0.05% | 3,477 | 115 | 3.4% | $1.20万 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CB ETF | $36.48万 | 0.05% | 17,862 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $36.74万 | 0.05% | 12,672 | -2,721 | -17.7% | -$7.89万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $37.41万 | 0.05% | 5,490 | -1,581 | -22.4% | -$10.77万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $37.94万 | 0.05% | 7,753 | 7,753 | — | $37.94万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $38.55万 | 0.05% | 1,944 | -305 | -13.6% | -$6.05万 | 减仓 |
| BA | BOEING CO COM | $40.15万 | 0.05% | 2,017 | -113 | -5.3% | -$2.25万 | 减仓 |
| USB | US BANCORP COM NEW | $41.46万 | 0.05% | 7,972 | 103 | 1.3% | $5,357 | 加仓 |
| ATI | ATI INC COM | $41.75万 | 0.05% | 2,870 | -500 | -14.8% | -$7.27万 | 减仓 |
| ADSK | AUTODESK INC COM | $42.21万 | 0.05% | 1,763 | 365 | 26.1% | $8.74万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $43.19万 | 0.05% | 3,818 | -1,491 | -28.1% | -$16.86万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $43.21万 | 0.05% | 1,597 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $43.79万 | 0.05% | 7,739 | -706 | -8.4% | -$3.99万 | 减仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $43.82万 | 0.05% | 9,626 | 6 | 0.1% | $273 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $44.68万 | 0.06% | 14,649 | -2,176 | -12.9% | -$6.64万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $44.68万 | 0.06% | 1,706 | 616 | 56.5% | $16.13万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $44.94万 | 0.06% | 1,223 | 25 | 2.1% | $9,186 | 加仓 |
| MCS | MARCUS CORP DEL COM | $45.11万 | 0.06% | 26,275 | -8,550 | -24.6% | -$14.68万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $45.96万 | 0.06% | 2,963 | -757 | -20.3% | -$11.74万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $46.98万 | 0.06% | 8,691 | -567 | -6.1% | -$3.06万 | 减仓 |
| MBB | ISHARES MBS ETF | $47.36万 | 0.06% | 4,988 | -157 | -3.1% | -$1.49万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $48.06万 | 0.06% | 1,406 | -123 | -8.0% | -$4.20万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $48.07万 | 0.06% | 1,132 | -145 | -11.4% | -$6.16万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $49.10万 | 0.06% | 4,241 | -210 | -4.7% | -$2.43万 | 减仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $49.47万 | 0.06% | 17,229 | -1,284 | -6.9% | -$3.69万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $50.87万 | 0.06% | 1,673 | -7 | -0.4% | -$2,129 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $52.15万 | 0.06% | 17,901 | -2,974 | -14.2% | -$8.66万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $52.30万 | 0.06% | 13,612 | 198 | 1.5% | $7,607 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $52.36万 | 0.07% | 2,574 | -1,459 | -36.2% | -$29.68万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $54.99万 | 0.07% | 6,074 | -1,015 | -14.3% | -$9.19万 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $57.62万 | 0.07% | 8,029 | -410 | -4.9% | -$2.94万 | 减仓 |
| XEL | XCEL ENERGY INC COM | $59.58万 | 0.07% | 7,500 | -100 | -1.3% | -$7,944 | 减仓 |
| IR | INGERSOLL RAND INC COM | $62.81万 | 0.08% | 7,840 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $63.23万 | 0.08% | 1,448 | 1,448 | — | $63.23万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $64.17万 | 0.08% | 4,387 | 100 | 2.3% | $1.46万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $64.99万 | 0.08% | 25,346 | -1,118 | -4.2% | -$2.87万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $65.99万 | 0.08% | 4,320 | -110 | -2.5% | -$1.68万 | 减仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $66.31万 | 0.08% | 9,487 | -1,905 | -16.7% | -$13.31万 | 减仓 |
| FAST | FASTENAL CO COM | $66.65万 | 0.08% | 14,364 | -1,000 | -6.5% | -$4.64万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $67.04万 | 0.08% | 6,530 | 434 | 7.1% | $4.46万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $67.33万 | 0.08% | 925 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $67.45万 | 0.08% | 24,020 | -6,650 | -21.7% | -$18.67万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $68.90万 | 0.09% | 1,194 | -315 | -20.9% | -$18.18万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $71.76万 | 0.09% | 5,921 | -59 | -1.0% | -$7,150 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP COM STK | $73.02万 | 0.09% | 18,021 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $73.14万 | 0.09% | 2,131 | 3 | 0.1% | $1,030 | 加仓 |
| OI | O-I GLASS INC COM | $74.54万 | 0.09% | 70,925 | -18,040 | -20.3% | -$18.96万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $77.05万 | 0.10% | 7,933 | -283 | -3.4% | -$2.75万 | 减仓 |
| IJH | ISHARES ESG SELECT S&P MIDCAP ETF | $77.24万 | 0.10% | 11,438 | -1,434 | -11.1% | -$9.68万 | 减仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $78.12万 | 0.10% | 11,660 | -417 | -3.5% | -$2.79万 | 减仓 |
| RPM | RPM INTL INC COM | $78.43万 | 0.10% | 7,890 | -280 | -3.4% | -$2.78万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $79.27万 | 0.10% | 5,488 | -146 | -2.6% | -$2.11万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $80.37万 | 0.10% | 6,273 | -1,410 | -18.4% | -$18.06万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $80.51万 | 0.10% | 27,687 | -747 | -2.6% | -$2.17万 | 减仓 |
| HD | HOME DEPOT INC COM | $80.51万 | 0.10% | 2,448 | 102 | 4.3% | $3.35万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $80.80万 | 0.10% | 1,617 | 200 | 14.1% | $9.99万 | 加仓 |
| AMGN | AMGEN INC COM | $82.30万 | 0.10% | 2,339 | 4 | 0.2% | $1,407 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $82.61万 | 0.10% | 1,792 | 250 | 16.2% | $11.52万 | 加仓 |
| — | EXXON MOBIL CORP COM | $83.16万 | 0.10% | 4,902 | -77 | -1.5% | -$1.31万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $83.68万 | 0.10% | 42,350 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $83.89万 | 0.10% | 12,253 | -860 | -6.6% | -$5.89万 | 减仓 |
| OLN | OLIN CORP | $84.67万 | 0.11% | 28,480 | -26,710 | -48.4% | -$79.41万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $85.84万 | 0.11% | 8,666 | 2,858 | 49.2% | $28.31万 | 加仓 |
| CERY | STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E | $86.21万 | 0.11% | 24,463 | -25 | -0.1% | -$881 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $88.94万 | 0.11% | 28,990 | -836 | -2.8% | -$2.56万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $91.79万 | 0.11% | 9,330 | -1,541 | -14.2% | -$15.16万 | 减仓 |
| — | COTERRA ENERGY INC COM | $93.38万 | 0.12% | 26,573 | -9,244 | -25.8% | -$32.48万 | 减仓 |
| MCD | MCDONALDS CORP COM | $97.74万 | 0.12% | 3,145 | 134 | 4.5% | $4.16万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $97.89万 | 0.12% | 4,731 | -186 | -3.8% | -$3.85万 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $100.31万 | 0.12% | 13,320 | 1,980 | 17.5% | $14.91万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $109.89万 | 0.14% | 43,780 | -1,780 | -3.9% | -$4.47万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $114.20万 | 0.14% | 10,758 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $117.38万 | 0.15% | 12,749 | 5,008 | 64.7% | $46.11万 | 加仓 |
| MUA | BLACKROCK MUNIASSETS FD INC COM | $117.38万 | 0.15% | 110,634 | 9,748 | 9.7% | $10.34万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $118.63万 | 0.15% | 3,465 | 101 | 3.0% | $3.46万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $120.46万 | 0.15% | 4,452 | -145 | -3.2% | -$3.92万 | 减仓 |
| ORCL | ORACLE CORP COM | $124.79万 | 0.15% | 8,482 | 380 | 4.7% | $5.59万 | 加仓 |
| MTG | MGIC INVT CORP WIS COM | $128.84万 | 0.16% | 49,083 | -3,400 | -6.5% | -$8.93万 | 减仓 |
| V | VISA INC COM CL A | $138.17万 | 0.17% | 4,571 | -790 | -14.7% | -$23.88万 | 减仓 |
| FISV | FISERV INC COM | $166.91万 | 0.21% | 29,913 | -918 | -3.0% | -$5.12万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $169.86万 | 0.21% | 11,738 | -207 | -1.7% | -$3.00万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $171.06万 | 0.21% | 11,814 | 99 | 0.8% | $1.43万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $174.10万 | 0.22% | 24,477 | -1,292 | -5.0% | -$9.19万 | 减仓 |
| TSLA | TESLA INC COM | $174.13万 | 0.22% | 4,684 | -379 | -7.5% | -$14.09万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $175.17万 | 0.22% | 5,460 | 382 | 7.5% | $12.26万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $177.55万 | 0.22% | 113,448 | 1,908 | 1.7% | $2.99万 | 加仓 |
| QCOM | QUALCOMM INC COM | $180.45万 | 0.22% | 14,012 | -292 | -2.0% | -$3.76万 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $180.47万 | 0.22% | 38,611 | 2,222 | 6.1% | $10.39万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $182.26万 | 0.23% | 3,050 | 504 | 19.8% | $30.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $188.93万 | 0.23% | 1,896 | 240 | 14.5% | $23.91万 | 加仓 |
| LLY | ELI LILLY & CO COM | $189.56万 | 0.24% | 2,061 | 132 | 6.8% | $12.14万 | 加仓 |
| PEP | PEPSICO INC COM | $194.15万 | 0.24% | 12,502 | -19 | -0.2% | -$2,951 | 减仓 |
| DIS | DISNEY WALT CO COM | $199.78万 | 0.25% | 20,729 | 71 | 0.3% | $6,843 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $200.38万 | 0.25% | 42,907 | -2,069 | -4.6% | -$9.66万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $204.47万 | 0.25% | 31,908 | -1,972 | -5.8% | -$12.64万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $204.72万 | 0.25% | 41,993 | -274 | -0.6% | -$1.34万 | 减仓 |
| INTU | INTUIT COM | $205.09万 | 0.25% | 4,743 | 604 | 14.6% | $26.12万 | 加仓 |