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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $9,420.03万 | 14.89% | 157,644 | 1,393 | 0.9% | $83.24万 | 加仓 |
| VO | VANGUARD INDEX FDS | $7,288.14万 | 11.52% | 253,783 | 8,998 | 3.7% | $258.40万 | 加仓 |
| IVW | ISHARES TR | $6,412.78万 | 10.14% | 566,951 | -3,405 | -0.6% | -$38.51万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $6,241.30万 | 9.87% | 637,452 | 17,491 | 2.8% | $171.25万 | 加仓 |
| IJR | ISHARES TR | $5,207.26万 | 8.23% | 418,893 | 8,268 | 2.0% | $102.78万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,681.24万 | 5.82% | 574,475 | 59,239 | 11.5% | $379.60万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,359.10万 | 3.73% | 416,949 | 8,505 | 2.1% | $48.12万 | 加仓 |
| IVE | ISHARES TR | $2,110.05万 | 3.34% | 99,931 | 233 | 0.2% | $4.92万 | 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 |
| IWM | ISHARES TR | $1,285.89万 | 2.03% | 51,851 | 597 | 1.2% | $14.81万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,216.19万 | 1.92% | 251,695 | 23,949 | 10.5% | $115.72万 | 加仓 |
| MMM | 3M CO | $1,109.36万 | 1.75% | 76,387 | -3,627 | -4.5% | -$52.67万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $1,044.41万 | 1.65% | 131,306 | 3,265 | 2.5% | $25.97万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $939.36万 | 1.49% | 297,548 | 16,332 | 5.8% | $51.56万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $780.85万 | 1.23% | 171,163 | 14,983 | 9.6% | $68.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $663.90万 | 1.05% | 20,695 | 648 | 3.2% | $20.79万 | 加仓 |
| CMS | CMS ENERGY CORP | $533.94万 | 0.84% | 68,825 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $505.76万 | 0.80% | 19,928 | -1,869 | -8.6% | -$47.43万 | 减仓 |
| FUL | FULLER H B CO | $466.73万 | 0.74% | 75,669 | 4,192 | 5.9% | $25.86万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $463.04万 | 0.73% | 25,127 | -2,029 | -7.5% | -$37.39万 | 减仓 |
| IWF | ISHARES TR | $443.03万 | 0.70% | 10,390 | 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 |
| ECL | ECOLAB INC | $359.05万 | 0.57% | 13,497 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $351.97万 | 0.56% | 6,152 | -861 | -12.3% | -$49.26万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $312.13万 | 0.49% | 12,129 | 74 | 0.6% | $1.90万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $310.89万 | 0.49% | 10,286 | -1,509 | -12.8% | -$45.61万 | 减仓 |
| IVV | ISHARES TR | $292.37万 | 0.46% | 4,476 | -2,963 | -39.8% | -$193.54万 | 减仓 |
| NUSC | NUSHARES ETF TR | $278.23万 | 0.44% | 61,746 | 892 | 1.5% | $4.02万 | 加仓 |
| IWD | ISHARES TR | $241.34万 | 0.38% | 11,295 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $233.27万 | 0.37% | 30,252 | 187 | 0.6% | $1.44万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $229.32万 | 0.36% | 6,390 | -1,000 | -13.5% | -$35.89万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $227.00万 | 0.36% | 49,553 | 15,619 | 46.0% | $71.55万 | 加仓 |
| SLV | ISHARES SILVER TR | $222.69万 | 0.35% | 32,681 | 0 | 0.0% | — | 不变 |
| DSCO | DOUBLELINE ETF TRUST | $222.07万 | 0.35% | 89,383 | 89,383 | — | $222.07万 | 新建仓 |
| PTRB | PGIM ETF TR | $216.13万 | 0.34% | 52,068 | 2,662 | 5.4% | $11.05万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $202.05万 | 0.32% | 30,260 | 10,330 | 51.8% | $68.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $201.64万 | 0.32% | 11,562 | -335 | -2.8% | -$5.84万 | 减仓 |
| IWN | ISHARES TR | $168.75万 | 0.27% | 8,901 | -152 | -1.7% | -$2.88万 | 减仓 |
| AMZN | AMAZON COM INC | $166.05万 | 0.26% | 7,973 | 103 | 1.3% | $2.15万 | 加仓 |
| IJH | ISHARES TR | $163.92万 | 0.26% | 24,274 | 79 | 0.3% | $5,335 | 加仓 |
| GOOG | ALPHABET INC | $160.30万 | 0.25% | 5,588 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $150.03万 | 0.24% | 4,053 | -358 | -8.1% | -$13.25万 | 减仓 |
| IWV | ISHARES TR | $135.89万 | 0.21% | 3,666 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $133.68万 | 0.21% | 4,260 | -93 | -2.1% | -$2.92万 | 减仓 |
| TGT | TARGET CORP | $130.28万 | 0.21% | 10,749 | -389 | -3.5% | -$4.71万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $129.58万 | 0.20% | 4,789 | -301 | -5.9% | -$8.14万 | 减仓 |
| HRL | HORMEL FOODS CORP | $125.23万 | 0.20% | 55,287 | -3,000 | -5.1% | -$6.80万 | 减仓 |
| GOOGL | ALPHABET INC | $121.28万 | 0.19% | 4,217 | 1 | 0.0% | $288 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $114.84万 | 0.18% | 15,595 | 1,114 | 7.7% | $8.20万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $107.01万 | 0.17% | 7,340 | -118 | -1.6% | -$1.72万 | 减仓 |
| SOLV | SOLVENTUM CORP | $102.37万 | 0.16% | 15,677 | -192 | -1.2% | -$1.25万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $96.45万 | 0.15% | 2,855 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $92.21万 | 0.15% | 3,135 | -5 | -0.2% | -$1,471 | 减仓 |
| AVGO | BROADCOM INC | $91.34万 | 0.14% | 2,951 | 45 | 1.5% | $1.39万 | 加仓 |
| IXUS | ISHARES TR | $87.46万 | 0.14% | 10,095 | 887 | 9.6% | $7.68万 | 加仓 |
| EFG | ISHARES TR | $78.03万 | 0.12% | 7,006 | 928 | 15.3% | $10.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $76.03万 | 0.12% | 763 | 4 | 0.5% | $3,986 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $75.55万 | 0.12% | 3,714 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $73.12万 | 0.12% | 795 | 40 | 5.3% | $3.68万 | 加仓 |
| INTC | INTEL CORP | $72.38万 | 0.11% | 16,402 | -1,142 | -6.5% | -$5.04万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $67.31万 | 0.11% | 1,035 | 13 | 1.3% | $8,454 | 加仓 |
| IWR | ISHARES TR | $64.27万 | 0.10% | 6,610 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $62.92万 | 0.10% | 6,352 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $60.34万 | 0.10% | 7,579 | -223 | -2.9% | -$1.78万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $58.74万 | 0.09% | 2,994 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $55.80万 | 0.09% | 18,921 | 9,214 | 94.9% | $27.17万 | 加仓 |
| WMT | WALMART INC | $54.60万 | 0.09% | 4,393 | -1,361 | -23.7% | -$16.91万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $52.02万 | 0.08% | 1,191 | 3 | 0.3% | $1,310 | 加仓 |
| TSLA | TESLA INC | $50.19万 | 0.08% | 1,350 | 233 | 20.9% | $8.66万 | 加仓 |
| CAT | CATERPILLAR INC | $49.88万 | 0.08% | 704 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $46.39万 | 0.07% | 2,734 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $46.12万 | 0.07% | 661 | 8 | 1.2% | $5,582 | 加仓 |
| GLD | SPDR GOLD TR | $46.08万 | 0.07% | 1,071 | -51 | -4.5% | -$2.19万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $45.67万 | 0.07% | 4,829 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $44.74万 | 0.07% | 4,449 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $44.33万 | 0.07% | 3,750 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $42.75万 | 0.07% | 8,897 | -875 | -9.0% | -$4.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.22万 | 0.07% | 881 | -408 | -31.7% | -$19.55万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $40.76万 | 0.06% | 1,206 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $40.48万 | 0.06% | 1,656 | 461 | 38.6% | $11.27万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $40.37万 | 0.06% | 1,467 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $40.10万 | 0.06% | 10,773 | -94 | -0.9% | -$3,499 | 减仓 |
| IEMG | ISHARES INC | $39.05万 | 0.06% | 5,599 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE PRICE ETF INC | $37.66万 | 0.06% | 10,271 | 10,271 | — | $37.66万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $36.84万 | 0.06% | 884 | 50 | 6.0% | $2.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $36.22万 | 0.06% | 1,695 | -226 | -11.8% | -$4.83万 | 减仓 |
| VIS | VANGUARD WORLD FD | $36.09万 | 0.06% | 1,156 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $35.66万 | 0.06% | 4,621 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $35.02万 | 0.06% | 2,118 | -3 | -0.1% | -$496 | 减仓 |
| VB | VANGUARD INDEX FDS | $34.65万 | 0.05% | 1,323 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $33.75万 | 0.05% | 5,076 | -73 | -1.4% | -$4,853 | 减仓 |
| TIP | ISHARES TR | $32.70万 | 0.05% | 2,963 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $31.98万 | 0.05% | 2,174 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $31.77万 | 0.05% | 903 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $31.28万 | 0.05% | 3,476 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $30.99万 | 0.05% | 1,808 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $29.59万 | 0.05% | 1,309 | -505 | -27.8% | -$11.41万 | 减仓 |
| QQQ | INVESCO QQQ TR | $29.57万 | 0.05% | 512 | -1 | -0.2% | -$578 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $28.94万 | 0.05% | 1,974 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.34万 | 0.04% | 1,318 | 0 | 0.0% | — | 不变 |