SilverOak Wealth Management LLC
Edina MN · SEC CIK 0001764766
$6.32亿2026Q1 申报市值
121持仓数
72.7%前十大占比 · 第一大 14.9%
3 / 2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
VEA 加仓+$379.60万
VO 加仓+$258.40万
DSCO 新建仓+$222.07万
SPYG 加仓+$171.25万
SPSM 加仓+$115.72万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$193.54万
MMM 减仓-$52.67万
META 减仓-$49.26万
AAPL 减仓-$47.43万
VBK 减仓-$45.61万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $351.97万 | 0.56% | 6,152 | -861 | -12.3% | -$49.26万 | 减仓 |
| ECL | ECOLAB INC | $359.05万 | 0.57% | 13,497 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $393.94万 | 0.62% | 28,480 | 1,207 | 4.4% | $16.70万 | 加仓 |
| IWF | ISHARES TR | $443.03万 | 0.70% | 10,390 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $463.04万 | 0.73% | 25,127 | -2,029 | -7.5% | -$37.39万 | 减仓 |
| FUL | FULLER H B CO | $466.73万 | 0.74% | 75,669 | 4,192 | 5.9% | $25.86万 | 加仓 |
| AAPL | APPLE INC | $505.76万 | 0.80% | 19,928 | -1,869 | -8.6% | -$47.43万 | 减仓 |
| CMS | CMS ENERGY CORP | $533.94万 | 0.84% | 68,825 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $663.90万 | 1.05% | 20,695 | 648 | 3.2% | $20.79万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $780.85万 | 1.23% | 171,163 | 14,983 | 9.6% | $68.35万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $939.36万 | 1.49% | 297,548 | 16,332 | 5.8% | $51.56万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $1,044.41万 | 1.65% | 131,306 | 3,265 | 2.5% | $25.97万 | 加仓 |
| MMM | 3M CO | $1,109.36万 | 1.75% | 76,387 | -3,627 | -4.5% | -$52.67万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,216.19万 | 1.92% | 251,695 | 23,949 | 10.5% | $115.72万 | 加仓 |
| IWM | ISHARES TR | $1,285.89万 | 2.03% | 51,851 | 597 | 1.2% | $14.81万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,946.38万 | 3.08% | 360,108 | 13,995 | 4.0% | $75.64万 | 加仓 |
| IVE | ISHARES TR | $2,110.05万 | 3.34% | 99,931 | 233 | 0.2% | $4.92万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,359.10万 | 3.73% | 416,949 | 8,505 | 2.1% | $48.12万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,681.24万 | 5.82% | 574,475 | 59,239 | 11.5% | $379.60万 | 加仓 |
| IJR | ISHARES TR | $5,207.26万 | 8.23% | 418,893 | 8,268 | 2.0% | $102.78万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $6,241.30万 | 9.87% | 637,452 | 17,491 | 2.8% | $171.25万 | 加仓 |
| IVW | ISHARES TR | $6,412.78万 | 10.14% | 566,951 | -3,405 | -0.6% | -$38.51万 | 减仓 |
| VO | VANGUARD INDEX FDS | $7,288.14万 | 11.52% | 253,783 | 8,998 | 3.7% | $258.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $9,420.03万 | 14.89% | 157,644 | 1,393 | 0.9% | $83.24万 | 加仓 |