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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD MORNINGSTAR LARGE-CAP ET | $27.10万 | 0.03% | 788 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.93万 | 0.03% | 8,089 | -5,523 | -40.6% | -$18.39万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $26.49万 | 0.03% | 1,267 | 126 | 11.0% | $2.63万 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC COM | $26.41万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $26.40万 | 0.03% | 1,034 | 1,034 | — | $26.40万 | 新建仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $26.37万 | 0.03% | 1,602 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $26.01万 | 0.03% | 494 | -99 | -16.7% | -$5.21万 | 减仓 |
| HSY | HERSHEY CO COM | $25.77万 | 0.03% | 1,469 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $25.28万 | 0.03% | 917 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $25.16万 | 0.03% | 1,450 | -100 | -6.5% | -$1.74万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $25.14万 | 0.03% | 5,046 | 5,046 | — | $25.14万 | 新建仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $24.84万 | 0.03% | 1,094 | -65 | -5.6% | -$1.48万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $24.76万 | 0.03% | 352 | 12 | 3.5% | $8,440 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $24.54万 | 0.03% | 6,185 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $24.47万 | 0.03% | 2,267 | -173 | -7.1% | -$1.87万 | 减仓 |
| ADSK | AUTODESK INC COM | $24.28万 | 0.03% | 1,249 | -514 | -29.2% | -$9.99万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $24.25万 | 0.03% | 3,168 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $24.24万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $24.23万 | 0.03% | 615 | -74 | -10.7% | -$2.92万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $24.13万 | 0.03% | 2,749 | 2,749 | — | $24.13万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $23.69万 | 0.03% | 556 | -27 | -4.6% | -$1.15万 | 减仓 |
| DHR | DANAHER CORPORATION | $23.60万 | 0.02% | 1,239 | -196 | -13.7% | -$3.73万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $23.45万 | 0.02% | 2,571 | 2,571 | — | $23.45万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $23.40万 | 0.02% | 1,211 | -59 | -4.6% | -$1.14万 | 重新持有 |
| TGT | TARGET CORP COM | $22.92万 | 0.02% | 1,755 | 1,755 | — | $22.92万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $22.90万 | 0.02% | 788 | -2 | -0.3% | -$581 | 减仓 |
| RRC | RANGE RES CORP COM | $22.69万 | 0.02% | 6,100 | -100 | -1.6% | -$3,719 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $22.45万 | 0.02% | 606 | 606 | — | $22.45万 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $22.33万 | 0.02% | 2,911 | -127 | -4.2% | -$9,741 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $22.03万 | 0.02% | 1,997 | 1,997 | — | $22.03万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $21.92万 | 0.02% | 648 | 14 | 2.2% | $4,735 | 重新持有 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $21.82万 | 0.02% | 4,149 | 4,149 | — | $21.82万 | 新建仓 |
| RTX | RTX CORPORATION COM | $21.65万 | 0.02% | 1,141 | -32 | -2.7% | -$6,071 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $21.55万 | 0.02% | 1,373 | -767 | -35.8% | -$12.04万 | 减仓 |
| OSK | OSHKOSH CORP COM | $21.53万 | 0.02% | 1,403 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP COM | $21.43万 | 0.02% | 1,324 | 1,324 | — | $21.43万 | 新建仓 |
| DE | DEERE & CO COM | $21.27万 | 0.02% | 335 | -134 | -28.6% | -$8.51万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $21.09万 | 0.02% | 721 | -2,744 | -79.2% | -$80.25万 | 减仓 |
| AGX | ARGAN INC COM | $21.00万 | 0.02% | 263 | 263 | — | $21.00万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM COM | $20.82万 | 0.02% | 1,178 | 1,178 | — | $20.82万 | 新建仓 |
| PPG | PPG INDS INC COM | $20.38万 | 0.02% | 1,680 | 1,680 | — | $20.38万 | 新建仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $19.74万 | 0.02% | 16,585 | 16,585 | — | $19.74万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $10.87万 | 0.01% | 10,000 | -1,250 | -11.1% | -$1.36万 | 减仓 |
| URG | UR-ENERGY INC COM | $9.29万 | 0.01% | 68,297 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $0 | 0.00% | 0 | -16,305 | -100.0% | -$253.58万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -26,573 | -100.0% | -$93.38万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -4,902 | -100.0% | -$83.16万 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | -3,477 | -100.0% | -$36.35万 | 清仓 |
| CPRT | COPART INC COM | $0 | 0.00% | 0 | -8,548 | -100.0% | -$28.38万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS | $0 | 0.00% | 0 | -4,817 | -100.0% | -$24.18万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -1,033 | -100.0% | -$23.35万 | 清仓 |
| APA | APA CORPORATION COM | $0 | 0.00% | 0 | -5,457 | -100.0% | -$23.16万 | 清仓 |
| GPC | GENUINE PARTS CO COM | $0 | 0.00% | 0 | -2,055 | -100.0% | -$21.73万 | 清仓 |
| SHEL | SHELL PLC SPON ADS | $0 | 0.00% | 0 | -2,269 | -100.0% | -$21.10万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -1,584 | -100.0% | -$20.91万 | 清仓 |
| VRSK | VERISK ANALYTICS INC COM | $0 | 0.00% | 0 | -1,076 | -100.0% | -$20.42万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $0 | 0.00% | 0 | -1,273 | -100.0% | -$20.02万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $0 | 0.00% | 0 | -10,650 | -100.0% | -$17.50万 | 清仓 |
| AGNC | AGNC INVT CORP COM | $0 | 0.00% | 0 | -13,498 | -100.0% | -$13.54万 | 清仓 |
| GOOG | ALPHABET INC CAP STK CL C 看跌期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$8.61万 | 清仓 |
| TSLA | TESLA INC COM 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$7.43万 | 清仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$2.84万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$3,842 | 清仓 |