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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC CL A | $40.68万 | 0.04% | 533 | 76 | 16.6% | $5.80万 | 重新持有 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $40.97万 | 0.04% | 8,131 | 2,601 | 47.0% | $13.11万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $41.20万 | 0.04% | 9,971 | 9,971 | — | $41.20万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $41.40万 | 0.04% | 3,545 | -696 | -16.4% | -$8.13万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $41.65万 | 0.04% | 5,673 | 5,673 | — | $41.65万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $41.74万 | 0.04% | 1,117 | 51 | 4.8% | $1.91万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $42.38万 | 0.04% | 7,504 | 1,752 | 30.5% | $9.90万 | 加仓 |
| WDFC | WD 40 CO COM | $42.56万 | 0.05% | 1,747 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $42.59万 | 0.05% | 6,225 | -115 | -1.8% | -$7,867 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $43.00万 | 0.05% | 2,899 | 6 | 0.2% | $890 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $43.69万 | 0.05% | 1,492 | 61 | 4.3% | $1.79万 | 加仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $45.24万 | 0.05% | 9,482 | -144 | -1.5% | -$6,870 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $45.41万 | 0.05% | 4,709 | 2,336 | 98.4% | $22.53万 | 加仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $45.95万 | 0.05% | 5,335 | -3,353 | -38.6% | -$28.88万 | 减仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $46.59万 | 0.05% | 17,223 | -6 | -0.0% | -$162 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $47.05万 | 0.05% | 7,740 | 1 | 0.0% | $61 | 加仓 |
| USB | US BANCORP COM NEW | $47.11万 | 0.05% | 7,800 | -172 | -2.2% | -$1.04万 | 减仓 |
| GEV | GE VERNOVA INC COM | $48.52万 | 0.05% | 413 | 123 | 42.4% | $14.45万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $48.94万 | 0.05% | 8,198 | -493 | -5.7% | -$2.94万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $49.13万 | 0.05% | 1,309 | 346 | 35.9% | $12.99万 | 加仓 |
| OLN | OLIN CORP | $49.51万 | 0.05% | 24,980 | -3,500 | -12.3% | -$6.94万 | 减仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $49.59万 | 0.05% | 1,636 | -70 | -4.1% | -$2.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $49.86万 | 0.05% | 4,274 | -113 | -2.6% | -$1.32万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $49.87万 | 0.05% | 14,328 | -321 | -2.2% | -$1.12万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $50.79万 | 0.05% | 5,597 | -933 | -14.3% | -$8.47万 | 减仓 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $51.05万 | 0.05% | 5,807 | -308 | -5.0% | -$2.71万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $52.23万 | 0.06% | 3,798 | -20 | -0.5% | -$2,751 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $53.26万 | 0.06% | 5,515 | -559 | -9.2% | -$5.40万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $55.29万 | 0.06% | 1,673 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $55.73万 | 0.06% | 2,963 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $56.00万 | 0.06% | 964 | -1,610 | -62.5% | -$93.53万 | 减仓 |
| PFE | PFIZER INC COM | $56.52万 | 0.06% | 23,471 | -549 | -2.3% | -$1.32万 | 减仓 |
| ATI | ATI INC COM | $56.57万 | 0.06% | 2,870 | 0 | 0.0% | — | 不变 |
| CERY | STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E | $57.72万 | 0.06% | 17,265 | -7,198 | -29.4% | -$24.06万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $58.40万 | 0.06% | 811 | 276 | 51.6% | $19.87万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $59.38万 | 0.06% | 7,395 | -105 | -1.4% | -$8,432 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $60.75万 | 0.06% | 17,951 | 50 | 0.3% | $1,692 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM | $60.89万 | 0.06% | 7,981 | -48 | -0.6% | -$3,662 | 减仓 |
| MCS | MARCUS CORP DEL COM | $61.64万 | 0.07% | 26,275 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $62.23万 | 0.07% | 1,110 | -22 | -1.9% | -$1.23万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $62.78万 | 0.07% | 4,006 | -314 | -7.3% | -$4.92万 | 减仓 |
| IR | INGERSOLL RAND INC COM | $63.79万 | 0.07% | 7,780 | -60 | -0.8% | -$4,919 | 减仓 |
| BA | BOEING CO COM | $64.96万 | 0.07% | 3,001 | 984 | 48.8% | $21.30万 | 加仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $65.07万 | 0.07% | 8,887 | -600 | -6.3% | -$4.39万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $65.26万 | 0.07% | 1,641 | -151 | -8.4% | -$6.00万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $66.06万 | 0.07% | 1,937 | -96 | -4.7% | -$3.27万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $67.35万 | 0.07% | 4,730 | -1,191 | -20.1% | -$16.96万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $69.41万 | 0.07% | 23,585 | -1,761 | -6.9% | -$5.18万 | 减仓 |
| HD | HOME DEPOT INC COM | $72.22万 | 0.08% | 2,048 | -400 | -16.3% | -$14.10万 | 减仓 |
| INTC | INTEL CORP COM | $73.12万 | 0.08% | 5,237 | 179 | 3.5% | $2.50万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $73.52万 | 0.08% | 925 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES ESG SELECT S&P MIDCAP ETF | $74.16万 | 0.08% | 9,618 | -1,820 | -15.9% | -$14.03万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $74.32万 | 0.08% | 2,098 | -33 | -1.5% | -$1.17万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.89万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $75.63万 | 0.08% | 1,847 | 1,285 | 228.6% | $52.62万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $75.87万 | 0.08% | 5,549 | 5,549 | — | $75.87万 | 新建仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $77.66万 | 0.08% | 11,660 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $78.88万 | 0.08% | 4,759 | 28 | 0.6% | $4,641 | 加仓 |
| FAST | FASTENAL CO COM | $82.28万 | 0.09% | 17,131 | 2,767 | 19.3% | $13.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $83.01万 | 0.09% | 5,661 | 173 | 3.2% | $2.54万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $83.42万 | 0.09% | 8,031 | 98 | 1.2% | $1.02万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $83.52万 | 0.09% | 1,134 | -60 | -5.0% | -$4.42万 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $84.63万 | 0.09% | 11,620 | -1,700 | -12.8% | -$12.38万 | 减仓 |
| RPM | RPM INTL INC COM | $85.70万 | 0.09% | 7,710 | -180 | -2.3% | -$2.00万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $85.97万 | 0.09% | 42,350 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $85.99万 | 0.09% | 3,181 | 36 | 1.1% | $9,731 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $86.26万 | 0.09% | 27,204 | -1,786 | -6.2% | -$5.66万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $91.76万 | 0.10% | 12,057 | -196 | -1.6% | -$1.49万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $91.84万 | 0.10% | 6,273 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $94.14万 | 0.10% | 1,833 | 216 | 13.4% | $11.09万 | 加仓 |
| AMGN | AMGEN INC COM | $97.54万 | 0.10% | 2,694 | 355 | 15.2% | $12.85万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $99.25万 | 0.11% | 27,470 | -217 | -0.8% | -$7,840 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $100.13万 | 0.11% | 9,314 | -16 | -0.2% | -$1,720 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $101.86万 | 0.11% | 1,595 | -2 | -0.1% | -$1,277 | 减仓 |
| OI | O-I GLASS INC COM | $107.52万 | 0.11% | 111,650 | 40,725 | 57.4% | $39.22万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $112.42万 | 0.12% | 10,446 | -312 | -2.9% | -$3.36万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $116.69万 | 0.12% | 1,614 | 208 | 14.8% | $15.04万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $119.71万 | 0.13% | 8,803 | -3,946 | -31.0% | -$53.66万 | 减仓 |
| ORCL | ORACLE CORP COM | $122.86万 | 0.13% | 8,384 | -98 | -1.2% | -$1.44万 | 减仓 |
| TSLA | TESLA INC COM | $123.99万 | 0.13% | 2,948 | -1,736 | -37.1% | -$73.02万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $125.37万 | 0.13% | 43,292 | -488 | -1.1% | -$1.41万 | 减仓 |
| FISV | FISERV INC COM | $131.59万 | 0.14% | 26,827 | -3,086 | -10.3% | -$15.14万 | 减仓 |
| MTG | MGIC INVT CORP WIS COM | $134.54万 | 0.14% | 47,708 | -1,375 | -2.8% | -$3.88万 | 减仓 |
| MUA | BLACKROCK MUNIASSETS FD INC COM | $143.11万 | 0.15% | 129,978 | 19,344 | 17.5% | $21.30万 | 加仓 |
| V | VISA INC COM CL A | $153.42万 | 0.16% | 4,472 | -99 | -2.2% | -$3.40万 | 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 |
| COST | COSTCO WHOLESALE CORPORATION COM | $169.70万 | 0.18% | 1,814 | -82 | -4.3% | -$7.67万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $177.69万 | 0.19% | 21,580 | -2,897 | -11.8% | -$23.85万 | 减仓 |
| PEP | PEPSICO INC COM | $183.31万 | 0.19% | 13,538 | 1,036 | 8.3% | $14.03万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $184.22万 | 0.19% | 12,117 | 303 | 2.6% | $4.61万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $186.57万 | 0.20% | 2,716 | -334 | -11.0% | -$22.94万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $186.91万 | 0.20% | 4,497 | 45 | 1.0% | $1.87万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $192.20万 | 0.20% | 5,194 | -266 | -4.9% | -$9.84万 | 减仓 |
| DIS | DISNEY WALT CO COM | $196.99万 | 0.21% | 20,467 | -262 | -1.3% | -$2.52万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $208.12万 | 0.22% | 11,653 | -85 | -0.7% | -$1.52万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $209.46万 | 0.22% | 118,140 | 4,692 | 4.1% | $8.32万 | 加仓 |
| GLD | SPDR GOLD SHARES | $225.96万 | 0.24% | 6,134 | -394 | -6.0% | -$14.51万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $226.33万 | 0.24% | 31,765 | -143 | -0.4% | -$1.02万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $232.32万 | 0.25% | 40,772 | -1,221 | -2.9% | -$6.96万 | 减仓 |
| QCOM | QUALCOMM INC COM | $232.48万 | 0.25% | 12,581 | -1,431 | -10.2% | -$26.44万 | 减仓 |