SilverOak Wealth Management LLC
Edina MN · SEC CIK 0001764766
$7.77亿2026Q2 申报市值
126持仓数
70.3%前十大占比 · 第一大 14.0%
11 / 7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
DBND 加仓+$1,271.36万
FIXT 新建仓+$1,002.40万
SPYG 加仓+$529.80万
VEA 加仓+$336.56万
VO 加仓+$291.82万
2026Q2 卖出最多 按季末市值估算
IVW 减仓-$96.24万
ROK 减仓-$86.64万
IVE 减仓-$64.83万
IJR 减仓-$31.34万
THOMSON REUTERS 清仓-$31.28万
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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $273.82万 | 0.35% | 11,295 | 0 | 0.0% | — | 不变 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $298.27万 | 0.38% | 38,225 | 7,965 | 26.3% | $62.15万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $322.97万 | 0.42% | 2,798 | -57 | -2.0% | -$6.58万 | 减仓 |
| NUSC | NUSHARES ETF TR | $324.32万 | 0.42% | 62,225 | 479 | 0.8% | $2.50万 | 加仓 |
| IVV | ISHARES TR | $337.75万 | 0.43% | 4,510 | 34 | 0.8% | $2.55万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $373.68万 | 0.48% | 12,200 | 71 | 0.6% | $2.17万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $376.16万 | 0.48% | 10,286 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $385.79万 | 0.50% | 13,847 | 350 | 2.6% | $9.75万 | 加仓 |
| META | META PLATFORMS INC | $400.00万 | 0.52% | 7,101 | 949 | 15.4% | $53.46万 | 加仓 |
| FUL | FULLER H B CO | $427.56万 | 0.55% | 73,350 | -2,319 | -3.1% | -$13.52万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $449.27万 | 0.58% | 28,625 | 145 | 0.5% | $2.28万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $500.52万 | 0.64% | 25,330 | 203 | 0.8% | $4.01万 | 加仓 |
| IWF | ISHARES TR | $516.05万 | 0.66% | 41,560 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $526.51万 | 0.68% | 68,825 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $649.97万 | 0.84% | 22,462 | 2,534 | 12.7% | $73.32万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $780.43万 | 1.01% | 21,090 | 395 | 1.9% | $14.62万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $991.68万 | 1.28% | 217,999 | 46,836 | 27.4% | $213.06万 | 加仓 |
| FIXT | TCW ETF TRUST | $1,002.40万 | 1.29% | 265,257 | 265,257 | — | $1,002.40万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,124.39万 | 1.45% | 300,157 | 2,609 | 0.9% | $9.77万 | 加仓 |
| MMM | 3M CO | $1,214.12万 | 1.56% | 74,987 | -1,400 | -1.8% | -$22.67万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $1,459.24万 | 1.88% | 130,813 | -493 | -0.4% | -$5.50万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $1,497.28万 | 1.93% | 328,419 | 278,866 | 562.8% | $1,271.36万 | 加仓 |
| IWM | ISHARES TR | $1,541.51万 | 1.99% | 51,307 | -544 | -1.0% | -$16.34万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,712.44万 | 2.21% | 296,937 | 45,242 | 18.0% | $260.91万 | 加仓 |
| IVE | ISHARES TR | $2,204.22万 | 2.84% | 97,076 | -2,855 | -2.9% | -$64.83万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,239.71万 | 2.88% | 375,224 | 15,116 | 4.2% | $90.23万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,617.09万 | 3.37% | 430,513 | 13,564 | 3.3% | $82.46万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,429.70万 | 5.70% | 621,712 | 47,237 | 8.2% | $336.56万 | 加仓 |
| IJR | ISHARES TR | $6,181.26万 | 7.96% | 416,780 | -2,113 | -0.5% | -$31.34万 | 减仓 |
| IVW | ISHARES TR | $7,701.03万 | 9.92% | 559,953 | -6,998 | -1.2% | -$96.24万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $8,114.85万 | 10.45% | 681,977 | 44,525 | 7.0% | $529.80万 | 加仓 |
| VO | VANGUARD INDEX FDS | $8,470.74万 | 10.91% | 1,051,352 | 36,220 | 3.6% | $291.82万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.09亿 | 14.02% | 158,557 | 913 | 0.6% | $62.71万 | 加仓 |