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 |
|---|---|---|---|---|---|---|---|---|
| OMC | OMNICOM GROUP INC COM | $84.63万 | 0.09% | 11,620 | -1,700 | -12.8% | -$12.38万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $83.52万 | 0.09% | 1,134 | -60 | -5.0% | -$4.42万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $83.42万 | 0.09% | 8,031 | 98 | 1.2% | $1.02万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $83.01万 | 0.09% | 5,661 | 173 | 3.2% | $2.54万 | 加仓 |
| FAST | FASTENAL CO COM | $82.28万 | 0.09% | 17,131 | 2,767 | 19.3% | $13.29万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $78.88万 | 0.08% | 4,759 | 28 | 0.6% | $4,641 | 加仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $77.66万 | 0.08% | 11,660 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $75.87万 | 0.08% | 5,549 | 5,549 | — | $75.87万 | 新建仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $75.63万 | 0.08% | 1,847 | 1,285 | 228.6% | $52.62万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.89万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $74.32万 | 0.08% | 2,098 | -33 | -1.5% | -$1.17万 | 减仓 |
| IJH | ISHARES ESG SELECT S&P MIDCAP ETF | $74.16万 | 0.08% | 9,618 | -1,820 | -15.9% | -$14.03万 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $73.52万 | 0.08% | 925 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $73.12万 | 0.08% | 5,237 | 179 | 3.5% | $2.50万 | 加仓 |
| HD | HOME DEPOT INC COM | $72.22万 | 0.08% | 2,048 | -400 | -16.3% | -$14.10万 | 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 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $67.35万 | 0.07% | 4,730 | -1,191 | -20.1% | -$16.96万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $66.06万 | 0.07% | 1,937 | -96 | -4.7% | -$3.27万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $65.26万 | 0.07% | 1,641 | -151 | -8.4% | -$6.00万 | 减仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $65.07万 | 0.07% | 8,887 | -600 | -6.3% | -$4.39万 | 减仓 |
| BA | BOEING CO COM | $64.96万 | 0.07% | 3,001 | 984 | 48.8% | $21.30万 | 加仓 |
| IR | INGERSOLL RAND INC COM | $63.79万 | 0.07% | 7,780 | -60 | -0.8% | -$4,919 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $62.78万 | 0.07% | 4,006 | -314 | -7.3% | -$4.92万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $62.23万 | 0.07% | 1,110 | -22 | -1.9% | -$1.23万 | 减仓 |
| MCS | MARCUS CORP DEL COM | $61.64万 | 0.07% | 26,275 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $60.89万 | 0.06% | 7,981 | -48 | -0.6% | -$3,662 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $60.75万 | 0.06% | 17,951 | 50 | 0.3% | $1,692 | 加仓 |
| XEL | XCEL ENERGY INC COM | $59.38万 | 0.06% | 7,395 | -105 | -1.4% | -$8,432 | 减仓 |
| PWR | QUANTA SVCS INC COM | $58.40万 | 0.06% | 811 | 276 | 51.6% | $19.87万 | 加仓 |
| 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 |
| ATI | ATI INC COM | $56.57万 | 0.06% | 2,870 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $56.52万 | 0.06% | 23,471 | -549 | -2.3% | -$1.32万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $56.00万 | 0.06% | 964 | -1,610 | -62.5% | -$93.53万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $55.73万 | 0.06% | 2,963 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $55.29万 | 0.06% | 1,673 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $53.26万 | 0.06% | 5,515 | -559 | -9.2% | -$5.40万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $52.23万 | 0.06% | 3,798 | -20 | -0.5% | -$2,751 | 减仓 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $51.05万 | 0.05% | 5,807 | -308 | -5.0% | -$2.71万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $50.79万 | 0.05% | 5,597 | -933 | -14.3% | -$8.47万 | 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 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $49.86万 | 0.05% | 4,274 | -113 | -2.6% | -$1.32万 | 减仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $49.59万 | 0.05% | 1,636 | -70 | -4.1% | -$2.12万 | 减仓 |
| OLN | OLIN CORP | $49.51万 | 0.05% | 24,980 | -3,500 | -12.3% | -$6.94万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $49.13万 | 0.05% | 1,309 | 346 | 35.9% | $12.99万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $48.94万 | 0.05% | 8,198 | -493 | -5.7% | -$2.94万 | 减仓 |
| GEV | GE VERNOVA INC COM | $48.52万 | 0.05% | 413 | 123 | 42.4% | $14.45万 | 加仓 |
| USB | US BANCORP COM NEW | $47.11万 | 0.05% | 7,800 | -172 | -2.2% | -$1.04万 | 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 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $46.59万 | 0.05% | 17,223 | -6 | -0.0% | -$162 | 减仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $45.95万 | 0.05% | 5,335 | -3,353 | -38.6% | -$28.88万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $45.41万 | 0.05% | 4,709 | 2,336 | 98.4% | $22.53万 | 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 |
| GNRC | GENERAC HLDGS INC COM | $43.69万 | 0.05% | 1,492 | 61 | 4.3% | $1.79万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $43.00万 | 0.05% | 2,899 | 6 | 0.2% | $890 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $42.59万 | 0.05% | 6,225 | -115 | -1.8% | -$7,867 | 减仓 |
| WDFC | WD 40 CO COM | $42.56万 | 0.05% | 1,747 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $42.38万 | 0.04% | 7,504 | 1,752 | 30.5% | $9.90万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $41.74万 | 0.04% | 1,117 | 51 | 4.8% | $1.91万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $41.65万 | 0.04% | 5,673 | 5,673 | — | $41.65万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $41.40万 | 0.04% | 3,545 | -696 | -16.4% | -$8.13万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $41.20万 | 0.04% | 9,971 | 9,971 | — | $41.20万 | 新建仓 |
| 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 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $40.68万 | 0.04% | 533 | 76 | 16.6% | $5.80万 | 重新持有 |
| RMBS | RAMBUS INC DEL COM | $40.09万 | 0.04% | 3,020 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $39.71万 | 0.04% | 2,426 | 1,074 | 79.4% | $17.58万 | 重新持有 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $37.58万 | 0.04% | 7,122 | -631 | -8.1% | -$3.33万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $37.18万 | 0.04% | 757 | 239 | 46.1% | $11.74万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $36.91万 | 0.04% | 1,499 | 474 | 46.2% | $11.67万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | $36.77万 | 0.04% | 4,391 | 13 | 0.3% | $1,089 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $36.15万 | 0.04% | 2,905 | 961 | 49.4% | $11.96万 | 加仓 |
| MBB | ISHARES MBS ETF | $36.08万 | 0.04% | 3,817 | -1,171 | -23.5% | -$11.07万 | 减仓 |
| BSCS | INVESCO BULLETSHARES 2028 CB ETF | $35.47万 | 0.04% | 17,417 | -445 | -2.5% | -$9,062 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $35.08万 | 0.04% | 1,574 | 85 | 5.7% | $1.89万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $34.76万 | 0.04% | 3,466 | 3,466 | — | $34.76万 | 新建仓 |
| AAXJ | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF | $33.83万 | 0.04% | 2,835 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION COM | $33.66万 | 0.04% | 1,413 | 97 | 7.4% | $2.31万 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $33.58万 | 0.04% | 6,406 | 97 | 1.5% | $5,085 | 加仓 |
| TEQI | T. ROWE PRICE EQUITY INCOME ETF | $33.54万 | 0.04% | 6,657 | -4 | -0.1% | -$202 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $33.08万 | 0.04% | 945 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $32.75万 | 0.03% | 1,095 | 1,095 | — | $32.75万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $31.67万 | 0.03% | 1,054 | -36 | -3.3% | -$1.08万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $31.66万 | 0.03% | 18,250 | 7,506 | 69.9% | $13.02万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $31.56万 | 0.03% | 1,744 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $31.26万 | 0.03% | 3,410 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $31.21万 | 0.03% | 1,835 | 204 | 12.5% | $3.47万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $30.58万 | 0.03% | 1,400 | -121 | -8.0% | -$2.64万 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $30.39万 | 0.03% | 3,908 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $30.22万 | 0.03% | 670 | -20 | -2.9% | -$9,020 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $29.80万 | 0.03% | 1,215 | -3 | -0.2% | -$736 | 减仓 |
| HEI/A | HEICO CORP NEW CL A | $29.43万 | 0.03% | 1,141 | -7 | -0.6% | -$1,805 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $29.33万 | 0.03% | 3,179 | -123 | -3.7% | -$1.13万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $29.33万 | 0.03% | 5,485 | -5 | -0.1% | -$267 | 减仓 |
| MRK | MERCK & CO INC COM | $29.29万 | 0.03% | 2,279 | 2,279 | — | $29.29万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $29.18万 | 0.03% | 582 | 48 | 9.0% | $2.41万 | 加仓 |
| INTU | INTUIT COM | $28.82万 | 0.03% | 1,104 | -3,639 | -76.7% | -$94.98万 | 减仓 |
| UNP | UNION PAC CORP COM | $28.31万 | 0.03% | 1,041 | -4 | -0.4% | -$1,088 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $28.24万 | 0.03% | 212 | -24 | -10.2% | -$3.20万 | 减仓 |
| MGEE | MGE ENERGY INC COM | $27.76万 | 0.03% | 3,405 | -1,122 | -24.8% | -$9.15万 | 减仓 |
| T | AT&T INC COM | $27.50万 | 0.03% | 13,284 | 612 | 4.8% | $1.27万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $27.32万 | 0.03% | 972 | -84 | -8.0% | -$2.36万 | 减仓 |