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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $32.06万 | 0.04% | 1,274 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $31.68万 | 0.04% | 1,050 | 1,050 | — | $31.68万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $31.32万 | 0.04% | 1,974 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.19万 | 0.04% | 1,318 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $30.91万 | 0.04% | 5,766 | 39 | 0.7% | $2,091 | 加仓 |
| BE | BLOOM ENERGY CORP | $29.97万 | 0.04% | 990 | 990 | — | $29.97万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $29.36万 | 0.04% | 861 | 861 | — | $29.36万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $28.96万 | 0.04% | 842 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $28.70万 | 0.04% | 1,181 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $28.61万 | 0.04% | 4,094 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $27.48万 | 0.04% | 801 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $26.95万 | 0.03% | 3,750 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.74万 | 0.03% | 3,073 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $25.68万 | 0.03% | 500 | -9 | -1.8% | -$4,622 | 减仓 |
| GE | GE AEROSPACE | $24.67万 | 0.03% | 660 | 660 | — | $24.67万 | 新建仓 |
| AGG | ISHARES TR | $23.65万 | 0.03% | 2,390 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $23.52万 | 0.03% | 4,428 | 300 | 7.3% | $1.59万 | 加仓 |
| TXN | TEXAS INSTRS INC | $22.71万 | 0.03% | 762 | 762 | — | $22.71万 | 新建仓 |
| C | CITIGROUP INC | $22.34万 | 0.03% | 1,596 | 1,596 | — | $22.34万 | 新建仓 |
| XEL | XCEL ENERGY INC | $21.85万 | 0.03% | 2,721 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $21.81万 | 0.03% | 1,316 | 12 | 0.9% | $1,989 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $20.98万 | 0.03% | 2,908 | 2,908 | — | $20.98万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $20.81万 | 0.03% | 1,774 | 0 | 0.0% | — | 重新持有 |
| SOXX | ISHARES TR | $20.38万 | 0.03% | 318 | 318 | — | $20.38万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $20.02万 | 0.03% | 504 | 504 | — | $20.02万 | 新建仓 |
| CNDT | CONDUENT INC | $1.92万 | 0.00% | 13,173 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -3,476 | -100.0% | -$31.28万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,309 | -100.0% | -$29.59万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,174 | -100.0% | -$22.53万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,475 | -100.0% | -$21.45万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -30,753 | -100.0% | -$20.39万 | 清仓 |
| — | PRINCETON BANCORP INC | $0 | 0.00% | 0 | -6,004 | -100.0% | -$20.28万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | -17,874 | -100.0% | -$19.36万 | 清仓 |