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 |
|---|---|---|---|---|---|---|---|---|
| XLF | SELECT SECTOR SPDR TR | $28.27万 | 0.04% | 5,727 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $27.71万 | 0.04% | 1,274 | -3 | -0.2% | -$652 | 减仓 |
| CVX | CHEVRON CORPORATION | $26.98万 | 0.04% | 1,304 | 12 | 0.9% | $2,483 | 重新持有 |
| HD | HOME DEPOT INC | $26.94万 | 0.04% | 819 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $26.29万 | 0.04% | 2,612 | -219 | -7.7% | -$2.20万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $25.66万 | 0.04% | 1,181 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $25.56万 | 0.04% | 4,094 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $25.43万 | 0.04% | 509 | -1 | -0.2% | -$500 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $25.29万 | 0.04% | 4,128 | 4,128 | — | $25.29万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $25.16万 | 0.04% | 842 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $24.21万 | 0.04% | 801 | -3 | -0.4% | -$907 | 减仓 |
| AGG | ISHARES TR | $23.72万 | 0.04% | 2,390 | 153 | 6.8% | $1.52万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $23.08万 | 0.04% | 3,073 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $22.53万 | 0.04% | 1,174 | 98 | 9.1% | $1.88万 | 加仓 |
| XEL | XCEL ENERGY INC | $21.62万 | 0.03% | 2,721 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $21.45万 | 0.03% | 2,475 | -134 | -5.1% | -$1.16万 | 减仓 |
| CSCO | CISCO SYS INC | $21.20万 | 0.03% | 2,732 | -8 | -0.3% | -$621 | 减仓 |
| RIG | TRANSOCEAN LTD | $20.39万 | 0.03% | 30,753 | 0 | 0.0% | — | 不变 |
| — | PRINCETON BANCORP INC | $20.28万 | 0.03% | 6,004 | -300 | -4.8% | -$1.01万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $19.36万 | 0.03% | 17,874 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $1.69万 | 0.00% | 13,173 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,643 | -100.0% | -$28.71万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ORIGIN MATERIALS INC | $0 | 0.00% | 0 | -15,238 | -100.0% | -$3,226 | 清仓 |