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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $9,088.30万 | 11.28% | 915,513 | 157,194 | 20.7% | $1,560.46万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $6,946.22万 | 8.62% | 2,806,554 | 220,629 | 8.5% | $546.06万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $6,166.04万 | 7.65% | 314,273 | 37,778 | 13.7% | $741.20万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $5,316.61万 | 6.60% | 543,010 | 4,211 | 0.8% | $41.23万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3,495.92万 | 4.34% | 590,328 | 107,330 | 22.2% | $635.61万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $3,220.56万 | 4.00% | 167,808 | -59,915 | -26.3% | -$1,149.89万 | 减仓 |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $3,058.86万 | 3.80% | 286,732 | 53,200 | 22.8% | $567.54万 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2,655.65万 | 3.30% | 549,596 | 59,656 | 12.2% | $288.26万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,889.22万 | 2.35% | 65,859 | -4,720 | -6.7% | -$135.40万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,556.74万 | 1.93% | 23,832 | -1,810 | -7.1% | -$118.23万 | 减仓 |
| — | COHEN & STEERS SHORT DURATION PREFERRED AND INCOME ACTIVE ETF | $1,429.41万 | 1.77% | 571,991 | 571,991 | — | $1,429.41万 | 新建仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1,335.88万 | 1.66% | 174,534 | 9,068 | 5.5% | $69.41万 | 加仓 |
| AAPL | APPLE INC COM | $1,279.03万 | 1.59% | 50,397 | 413 | 0.8% | $10.48万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $1,278.28万 | 1.59% | 162,507 | -54,485 | -25.1% | -$428.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,231.84万 | 1.53% | 70,633 | 1,582 | 2.3% | $27.59万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,136.27万 | 1.41% | 30,696 | 743 | 2.5% | $27.50万 | 加仓 |
| — | WISDOMTREE TRUE EMERGING MARKETS FUND | $1,106.94万 | 1.37% | 354,790 | 348,022 | 5,142.2% | $1,085.83万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $885.48万 | 1.10% | 191,704 | -2,385 | -1.2% | -$11.02万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $795.78万 | 0.99% | 157,238 | 23,669 | 17.7% | $119.79万 | 加仓 |
| AVGO | BROADCOM INC COM | $782.72万 | 0.97% | 25,289 | 2,894 | 12.9% | $89.57万 | 加仓 |
| AMZN | AMAZON COM INC COM | $630.89万 | 0.78% | 30,292 | 1,842 | 6.5% | $38.36万 | 加仓 |
| RSPG | INVESCO EQUAL WEIGHT ENERGY ETF | $613.12万 | 0.76% | 56,008 | -1,871 | -3.2% | -$20.48万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $609.75万 | 0.76% | 21,204 | 601 | 2.9% | $17.28万 | 加仓 |
| WMT | WALMART INC COM | $548.46万 | 0.68% | 44,131 | -126 | -0.3% | -$1.57万 | 减仓 |
| CAT | CATERPILLAR INC COM | $547.36万 | 0.68% | 7,726 | 200 | 2.7% | $14.17万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $510.13万 | 0.63% | 294,534 | 4,268 | 1.5% | $7.39万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $482.24万 | 0.60% | 5,700 | 133 | 2.4% | $11.25万 | 加仓 |
| TJX | TJX COS INC | $478.48万 | 0.59% | 29,961 | 114 | 0.4% | $1.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $462.19万 | 0.57% | 18,908 | 860 | 4.8% | $21.02万 | 加仓 |
| JPRE | JPMORGAN REALTY INCOME ETF | $443.87万 | 0.55% | 92,339 | 1,970 | 2.2% | $9.47万 | 加仓 |
| META | META PLATFORMS INC CL A | $438.24万 | 0.54% | 7,660 | 26 | 0.3% | $1.49万 | 加仓 |
| C | CITIGROUP INC COM NEW | $433.71万 | 0.54% | 38,243 | -2,967 | -7.2% | -$33.65万 | 减仓 |
| ABBV | ABBVIE INC COM | $426.24万 | 0.53% | 19,598 | 542 | 2.8% | $11.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B | $410.91万 | 0.51% | 8,575 | 393 | 4.8% | $18.83万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $401.20万 | 0.50% | 30,638 | 1,069 | 3.6% | $14.00万 | 加仓 |
| APH | AMPHENOL CORP CL A | $397.20万 | 0.49% | 31,436 | 314 | 1.0% | $3.97万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $389.27万 | 0.48% | 66,225 | 10,297 | 18.4% | $60.53万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $368.50万 | 0.46% | 4,116 | 107 | 2.7% | $9.58万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $361.52万 | 0.45% | 45,412 | 1,697 | 3.9% | $13.51万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $341.20万 | 0.42% | 14,076 | 216 | 1.6% | $5.24万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $326.46万 | 0.41% | 16,553 | 2,231 | 15.6% | $44.00万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $323.23万 | 0.40% | 135,754 | -242 | -0.2% | -$5,762 | 减仓 |
| CMI | CUMMINS INC COM | $317.11万 | 0.39% | 5,894 | 149 | 2.6% | $8.02万 | 加仓 |
| KR | KROGER CO COM | $316.56万 | 0.39% | 43,748 | -1,860 | -4.1% | -$13.46万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $311.77万 | 0.39% | 33,774 | 1,334 | 4.1% | $12.31万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $309.90万 | 0.38% | 133,464 | 2,611 | 2.0% | $6.06万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $295.87万 | 0.37% | 34,145 | 62 | 0.2% | $5,372 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $282.87万 | 0.35% | 4,350 | -389 | -8.2% | -$25.30万 | 减仓 |
| GLD | SPDR GOLD SHARES | $280.89万 | 0.35% | 6,528 | -183 | -2.7% | -$7.87万 | 减仓 |
| CSCO | CISCO SYS INC COM | $280.04万 | 0.35% | 36,093 | 539 | 1.5% | $4.18万 | 加仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $275.90万 | 0.34% | 37,314 | 1,103 | 3.0% | $8.16万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $260.68万 | 0.32% | 30,088 | -170 | -0.6% | -$1.47万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $253.58万 | 0.31% | 16,305 | 391 | 2.5% | $6.08万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $252.63万 | 0.31% | 41,654 | 2,348 | 6.0% | $14.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $247.20万 | 0.31% | 8,404 | 61 | 0.7% | $1.79万 | 加仓 |
| GWW | WW GRAINGER INC COM | $243.71万 | 0.30% | 2,234 | 17 | 0.8% | $1.85万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $242.00万 | 0.30% | 5,675 | -11,503 | -67.0% | -$490.52万 | 减仓 |
| NFLX | NETFLIX INC. COM | $229.87万 | 0.29% | 23,907 | 17,487 | 272.4% | $168.14万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $222.51万 | 0.28% | 4,983 | 193 | 4.0% | $8.62万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $219.39万 | 0.27% | 30,501 | 143 | 0.5% | $1.03万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $210.17万 | 0.26% | 17,743 | -350 | -1.9% | -$4.15万 | 减仓 |
| INTU | INTUIT COM | $205.09万 | 0.25% | 4,743 | 604 | 14.6% | $26.12万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $204.72万 | 0.25% | 41,993 | -274 | -0.6% | -$1.34万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $204.47万 | 0.25% | 31,908 | -1,972 | -5.8% | -$12.64万 | 减仓 |
| 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 |
| DIS | DISNEY WALT CO COM | $199.78万 | 0.25% | 20,729 | 71 | 0.3% | $6,843 | 加仓 |
| PEP | PEPSICO INC COM | $194.15万 | 0.24% | 12,502 | -19 | -0.2% | -$2,951 | 减仓 |
| LLY | ELI LILLY & CO COM | $189.56万 | 0.24% | 2,061 | 132 | 6.8% | $12.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $188.93万 | 0.23% | 1,896 | 240 | 14.5% | $23.91万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $182.26万 | 0.23% | 3,050 | 504 | 19.8% | $30.12万 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $180.47万 | 0.22% | 38,611 | 2,222 | 6.1% | $10.39万 | 加仓 |
| QCOM | QUALCOMM INC COM | $180.45万 | 0.22% | 14,012 | -292 | -2.0% | -$3.76万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $177.55万 | 0.22% | 113,448 | 1,908 | 1.7% | $2.99万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $175.17万 | 0.22% | 5,460 | 382 | 7.5% | $12.26万 | 加仓 |
| TSLA | TESLA INC COM | $174.13万 | 0.22% | 4,684 | -379 | -7.5% | -$14.09万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $174.10万 | 0.22% | 24,477 | -1,292 | -5.0% | -$9.19万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $171.06万 | 0.21% | 11,814 | 99 | 0.8% | $1.43万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $169.86万 | 0.21% | 11,738 | -207 | -1.7% | -$3.00万 | 减仓 |
| FISV | FISERV INC COM | $166.91万 | 0.21% | 29,913 | -918 | -3.0% | -$5.12万 | 减仓 |
| V | VISA INC COM CL A | $138.17万 | 0.17% | 4,571 | -790 | -14.7% | -$23.88万 | 减仓 |
| MTG | MGIC INVT CORP WIS COM | $128.84万 | 0.16% | 49,083 | -3,400 | -6.5% | -$8.93万 | 减仓 |
| ORCL | ORACLE CORP COM | $124.79万 | 0.15% | 8,482 | 380 | 4.7% | $5.59万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $120.46万 | 0.15% | 4,452 | -145 | -3.2% | -$3.92万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $118.63万 | 0.15% | 3,465 | 101 | 3.0% | $3.46万 | 加仓 |
| MUA | BLACKROCK MUNIASSETS FD INC COM | $117.38万 | 0.15% | 110,634 | 9,748 | 9.7% | $10.34万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $117.38万 | 0.15% | 12,749 | 5,008 | 64.7% | $46.11万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $114.20万 | 0.14% | 10,758 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $109.89万 | 0.14% | 43,780 | -1,780 | -3.9% | -$4.47万 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $100.31万 | 0.12% | 13,320 | 1,980 | 17.5% | $14.91万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $97.89万 | 0.12% | 4,731 | -186 | -3.8% | -$3.85万 | 减仓 |
| MCD | MCDONALDS CORP COM | $97.74万 | 0.12% | 3,145 | 134 | 4.5% | $4.16万 | 加仓 |
| — | COTERRA ENERGY INC COM | $93.38万 | 0.12% | 26,573 | -9,244 | -25.8% | -$32.48万 | 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 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $88.94万 | 0.11% | 28,990 | -836 | -2.8% | -$2.56万 | 减仓 |
| 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 |
| MRVL | MARVELL TECHNOLOGY INC COM | $85.84万 | 0.11% | 8,666 | 2,858 | 49.2% | $28.31万 | 加仓 |
| OLN | OLIN CORP | $84.67万 | 0.11% | 28,480 | -26,710 | -48.4% | -$79.41万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $83.89万 | 0.10% | 12,253 | -860 | -6.6% | -$5.89万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $83.68万 | 0.10% | 42,350 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $83.16万 | 0.10% | 4,902 | -77 | -1.5% | -$1.31万 | 减仓 |