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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC COM NEW | $82.61万 | 0.10% | 1,792 | 250 | 16.2% | $11.52万 | 加仓 |
| AMGN | AMGEN INC COM | $82.30万 | 0.10% | 2,339 | 4 | 0.2% | $1,407 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $80.80万 | 0.10% | 1,617 | 200 | 14.1% | $9.99万 | 加仓 |
| HD | HOME DEPOT INC COM | $80.51万 | 0.10% | 2,448 | 102 | 4.3% | $3.35万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $80.51万 | 0.10% | 27,687 | -747 | -2.6% | -$2.17万 | 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 |
| PG | PROCTER & GAMBLE CO COM | $79.27万 | 0.10% | 5,488 | -146 | -2.6% | -$2.11万 | 减仓 |
| RPM | RPM INTL INC COM | $78.43万 | 0.10% | 7,890 | -280 | -3.4% | -$2.78万 | 减仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $78.12万 | 0.10% | 11,660 | -417 | -3.5% | -$2.79万 | 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 |
| EFA | ISHARES MSCI EAFE ETF | $77.05万 | 0.10% | 7,933 | -283 | -3.4% | -$2.75万 | 减仓 |
| OI | O-I GLASS INC COM | $74.54万 | 0.09% | 70,925 | -18,040 | -20.3% | -$18.96万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $73.14万 | 0.09% | 2,131 | 3 | 0.1% | $1,030 | 加仓 |
| APG | API GROUP CORP COM STK | $73.02万 | 0.09% | 18,021 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $71.76万 | 0.09% | 5,921 | -59 | -1.0% | -$7,150 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $68.90万 | 0.09% | 1,194 | -315 | -20.9% | -$18.18万 | 减仓 |
| PFE | PFIZER INC COM | $67.45万 | 0.08% | 24,020 | -6,650 | -21.7% | -$18.67万 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $67.33万 | 0.08% | 925 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $67.04万 | 0.08% | 6,530 | 434 | 7.1% | $4.46万 | 加仓 |
| FAST | FASTENAL CO COM | $66.65万 | 0.08% | 14,364 | -1,000 | -6.5% | -$4.64万 | 减仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $66.31万 | 0.08% | 9,487 | -1,905 | -16.7% | -$13.31万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $65.99万 | 0.08% | 4,320 | -110 | -2.5% | -$1.68万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $64.99万 | 0.08% | 25,346 | -1,118 | -4.2% | -$2.87万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $64.17万 | 0.08% | 4,387 | 100 | 2.3% | $1.46万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $63.23万 | 0.08% | 1,448 | 1,448 | — | $63.23万 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $62.81万 | 0.08% | 7,840 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $59.58万 | 0.07% | 7,500 | -100 | -1.3% | -$7,944 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $57.62万 | 0.07% | 8,029 | -410 | -4.9% | -$2.94万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $54.99万 | 0.07% | 6,074 | -1,015 | -14.3% | -$9.19万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $52.36万 | 0.07% | 2,574 | -1,459 | -36.2% | -$29.68万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $52.30万 | 0.06% | 13,612 | 198 | 1.5% | $7,607 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $52.15万 | 0.06% | 17,901 | -2,974 | -14.2% | -$8.66万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $50.87万 | 0.06% | 1,673 | -7 | -0.4% | -$2,129 | 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 |
| WEC | WEC ENERGY GROUP INC COM | $49.10万 | 0.06% | 4,241 | -210 | -4.7% | -$2.43万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $48.07万 | 0.06% | 1,132 | -145 | -11.4% | -$6.16万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $48.06万 | 0.06% | 1,406 | -123 | -8.0% | -$4.20万 | 减仓 |
| MBB | ISHARES MBS ETF | $47.36万 | 0.06% | 4,988 | -157 | -3.1% | -$1.49万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $46.98万 | 0.06% | 8,691 | -567 | -6.1% | -$3.06万 | 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 |
| MCS | MARCUS CORP DEL COM | $45.11万 | 0.06% | 26,275 | -8,550 | -24.6% | -$14.68万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $44.94万 | 0.06% | 1,223 | 25 | 2.1% | $9,186 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $44.68万 | 0.06% | 1,706 | 616 | 56.5% | $16.13万 | 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 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $43.82万 | 0.05% | 9,626 | 6 | 0.1% | $273 | 加仓 |
| 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 |
| WDC | WESTERN DIGITAL CORP COM | $43.21万 | 0.05% | 1,597 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $43.19万 | 0.05% | 3,818 | -1,491 | -28.1% | -$16.86万 | 减仓 |
| ADSK | AUTODESK INC COM | $42.21万 | 0.05% | 1,763 | 365 | 26.1% | $8.74万 | 加仓 |
| ATI | ATI INC COM | $41.75万 | 0.05% | 2,870 | -500 | -14.8% | -$7.27万 | 减仓 |
| USB | US BANCORP COM NEW | $41.46万 | 0.05% | 7,972 | 103 | 1.3% | $5,357 | 加仓 |
| BA | BOEING CO COM | $40.15万 | 0.05% | 2,017 | -113 | -5.3% | -$2.25万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $38.55万 | 0.05% | 1,944 | -305 | -13.6% | -$6.05万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $37.94万 | 0.05% | 7,753 | 7,753 | — | $37.94万 | 新建仓 |
| SLV | ISHARES SILVER TRUST | $37.41万 | 0.05% | 5,490 | -1,581 | -22.4% | -$10.77万 | 减仓 |
| T | AT&T INC COM | $36.74万 | 0.05% | 12,672 | -2,721 | -17.7% | -$7.89万 | 减仓 |
| BSCS | INVESCO BULLETSHARES 2028 CB ETF | $36.48万 | 0.05% | 17,862 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $36.35万 | 0.05% | 3,477 | 115 | 3.4% | $1.20万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $36.07万 | 0.04% | 690 | 143 | 26.1% | $7.47万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $36.00万 | 0.04% | 6,340 | -2,879 | -31.2% | -$16.35万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $35.96万 | 0.04% | 2,893 | -816 | -22.0% | -$10.14万 | 减仓 |
| WDFC | WD 40 CO COM | $35.63万 | 0.04% | 1,747 | -25 | -1.4% | -$5,098 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $35.55万 | 0.04% | 3,908 | -84 | -2.1% | -$7,642 | 减仓 |
| MGEE | MGE ENERGY INC COM | $34.99万 | 0.04% | 4,527 | 1 | 0.0% | $77 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $34.82万 | 0.04% | 6,309 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $34.22万 | 0.04% | 1,489 | 473 | 46.6% | $10.87万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $33.32万 | 0.04% | 593 | 165 | 38.6% | $9.27万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | $32.88万 | 0.04% | 4,378 | 89 | 2.1% | $6,684 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $32.60万 | 0.04% | 5,752 | 157 | 2.8% | $8,899 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $32.59万 | 0.04% | 2,033 | 2,033 | — | $32.59万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $31.04万 | 0.04% | 3,302 | 154 | 4.9% | $1.45万 | 加仓 |
| HSY | HERSHEY CO COM | $30.54万 | 0.04% | 1,469 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $30.25万 | 0.04% | 1,066 | 5 | 0.5% | $1,419 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $30.15万 | 0.04% | 1,521 | -168 | -9.9% | -$3.33万 | 减仓 |
| TEQI | T. ROWE PRICE EQUITY INCOME ETF | $29.99万 | 0.04% | 6,661 | 944 | 16.5% | $4.25万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $29.37万 | 0.04% | 535 | -5 | -0.9% | -$2,745 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $29.35万 | 0.04% | 2,140 | -138 | -6.1% | -$1.89万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $29.06万 | 0.04% | 3,410 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $28.84万 | 0.04% | 1,744 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC COM | $28.38万 | 0.04% | 8,548 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP COM | $28.01万 | 0.03% | 6,200 | -160 | -2.5% | -$7,229 | 减仓 |
| GNRC | GENERAC HLDGS INC COM | $27.95万 | 0.03% | 1,431 | -52 | -3.5% | -$1.02万 | 减仓 |
| CTAS | CINTAS CORP COM | $27.59万 | 0.03% | 1,631 | 22 | 1.4% | $3,721 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $27.35万 | 0.03% | 236 | -8 | -3.3% | -$9,272 | 减仓 |
| AAXJ | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF | $27.30万 | 0.03% | 2,835 | -826 | -22.6% | -$7.95万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $27.27万 | 0.03% | 790 | -6 | -0.8% | -$2,071 | 减仓 |
| DHR | DANAHER CORPORATION | $27.21万 | 0.03% | 1,435 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $27.03万 | 0.03% | 1,090 | 1,090 | — | $27.03万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $26.76万 | 0.03% | 963 | -135 | -12.3% | -$3.75万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $26.68万 | 0.03% | 945 | 945 | — | $26.68万 | 新建仓 |
| DE | DEERE & CO COM | $26.42万 | 0.03% | 469 | -120 | -20.4% | -$6.76万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $26.25万 | 0.03% | 534 | -24 | -4.3% | -$1.18万 | 减仓 |
| RMBS | RAMBUS INC DEL COM | $25.98万 | 0.03% | 3,020 | -400 | -11.7% | -$3.44万 | 减仓 |
| UNP | UNION PAC CORP COM | $25.34万 | 0.03% | 1,045 | -12 | -1.1% | -$2,910 | 减仓 |
| GEV | GE VERNOVA INC COM | $25.31万 | 0.03% | 290 | -53 | -15.5% | -$4.63万 | 重新持有 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $25.24万 | 0.03% | 5,530 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $25.13万 | 0.03% | 1,218 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION COM | $24.64万 | 0.03% | 1,316 | -139 | -9.6% | -$2.60万 | 重新持有 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $24.58万 | 0.03% | 1,550 | 0 | 0.0% | — | 不变 |