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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES S&P 500 VALUE ETF | $24.47万 | 0.03% | 1,159 | -739 | -38.9% | -$15.60万 | 减仓 |
| CI | THE CIGNA GROUP COM | $24.46万 | 0.03% | 917 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW CL A | $24.23万 | 0.03% | 1,148 | 105 | 10.1% | $2.22万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $24.18万 | 0.03% | 4,817 | -7,050 | -59.4% | -$35.39万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $23.84万 | 0.03% | 2,440 | -65 | -2.6% | -$6,350 | 减仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $23.66万 | 0.03% | 6,185 | -1,180 | -16.0% | -$4.51万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $23.55万 | 0.03% | 3,168 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $23.55万 | 0.03% | 788 | 2 | 0.3% | $598 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $23.45万 | 0.03% | 3,038 | -19 | -0.6% | -$1,466 | 减仓 |
| — | HONEYWELL INTL INC COM | $23.35万 | 0.03% | 1,033 | 1,033 | — | $23.35万 | 新建仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $23.35万 | 0.03% | 1,602 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $23.33万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $23.16万 | 0.03% | 5,457 | 5,457 | — | $23.16万 | 新建仓 |
| RTX | RTX CORPORATION COM | $22.62万 | 0.03% | 1,173 | 1,173 | — | $22.62万 | 新建仓 |
| INTC | INTEL CORP COM | $22.32万 | 0.03% | 5,058 | 5,058 | — | $22.32万 | 新建仓 |
| GPC | GENUINE PARTS CO COM | $21.73万 | 0.03% | 2,055 | -42 | -2.0% | -$4,441 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $21.62万 | 0.03% | 689 | -211 | -23.4% | -$6.62万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $21.59万 | 0.03% | 518 | -3 | -0.6% | -$1,250 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $21.37万 | 0.03% | 1,000 | -10,333 | -91.2% | -$220.79万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $21.33万 | 0.03% | 1,025 | 1,025 | — | $21.33万 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $21.10万 | 0.03% | 2,269 | 2,269 | — | $21.10万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $21.05万 | 0.03% | 2,373 | 2,373 | — | $21.05万 | 新建仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $20.97万 | 0.03% | 340 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $20.91万 | 0.03% | 1,584 | 1,584 | — | $20.91万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $20.85万 | 0.03% | 583 | -96 | -14.1% | -$3.43万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $20.79万 | 0.03% | 1,056 | 12 | 1.1% | $2,362 | 加仓 |
| OSK | OSHKOSH CORP COM | $20.65万 | 0.03% | 1,403 | 1,403 | — | $20.65万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC COM | $20.42万 | 0.03% | 1,076 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $20.04万 | 0.02% | 562 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $20.02万 | 0.02% | 1,273 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $17.50万 | 0.02% | 10,650 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $16.17万 | 0.02% | 10,744 | 610 | 6.0% | $9,180 | 重新持有 |
| AGNC | AGNC INVT CORP COM | $13.54万 | 0.02% | 13,498 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $12.44万 | 0.02% | 11,250 | -750 | -6.2% | -$8,295 | 减仓 |
| URG | UR-ENERGY INC COM | $10.18万 | 0.01% | 68,297 | -21,728 | -24.1% | -$3.24万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C 看跌期权 | $8.61万 | 0.01% | 300 | -2,500 | -89.3% | -$71.72万 | 减仓 |
| TSLA | TESLA INC COM 看涨期权 | $7.43万 | 0.01% | 200 | -200 | -50.0% | -$7.43万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF 看涨期权 | $2.84万 | 0.00% | 500 | 500 | — | $2.84万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $3,842 | 0.00% | 100 | 100 | — | $3,842 | 新建仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $0 | 0.00% | 0 | -69,545 | -100.0% | -$211.83万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -6,002 | -100.0% | -$40.36万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $0 | 0.00% | 0 | -1,302 | -100.0% | -$39.57万 | 清仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $0 | 0.00% | 0 | -1,190 | -100.0% | -$30.10万 | 清仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -1,064 | -100.0% | -$28.18万 | 清仓 |
| SE | SEA LTD SPONSORD ADS | $0 | 0.00% | 0 | -2,124 | -100.0% | -$27.10万 | 清仓 |
| FICO | FAIR ISAAC CORP COM | $0 | 0.00% | 0 | -143 | -100.0% | -$24.18万 | 清仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $0 | 0.00% | 0 | -3,477 | -100.0% | -$24.14万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,503 | -100.0% | -$23.95万 | 清仓 |
| AXP | AMERICAN EXPRESS CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $0 | 0.00% | 0 | -13,978 | -100.0% | -$23.05万 | 清仓 |
| ZTS | ZOETIS INC CL A | $0 | 0.00% | 0 | -1,735 | -100.0% | -$21.83万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $0 | 0.00% | 0 | -4,580 | -100.0% | -$21.39万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $0 | 0.00% | 0 | -2,360 | -100.0% | -$21.22万 | 清仓 |
| SPGI | S&P GLOBAL INC COM | $0 | 0.00% | 0 | -405 | -100.0% | -$21.16万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNY | SANOFI SA SPONSORED ADR | $0 | 0.00% | 0 | -4,220 | -100.0% | -$20.45万 | 清仓 |
| MS | MORGAN STANLEY COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KVUE | KENVUE INC COM | $0 | 0.00% | 0 | -11,111 | -100.0% | -$19.17万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $0 | 0.00% | 0 | -26,850 | -100.0% | -$16.41万 | 清仓 |