Silver Oak Advisory Group, Inc.
PORTLAND OR · SEC CIK 0001906937
$2.54亿2026Q2 申报市值
86持仓数
71.8%前十大占比 · 第一大 19.4%
6 / 1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
BND 加仓+$302.70万
DFAX 加仓+$142.00万
VTEI 加仓+$117.41万
DIMENSIONAL ETF 加仓+$95.01万
BNDX 加仓+$67.85万
2026Q2 卖出最多 按季末市值估算
SCHB 减仓-$45.08万
DFSU 减仓-$30.13万
GLD 清仓-$24.00万
AAPL 减仓-$20.65万
INTC 减仓-$17.88万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $4,933.00万 | 19.45% | 671,986 | 41,234 | 6.5% | $302.70万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,636.10万 | 10.39% | 544,324 | 14,011 | 2.6% | $67.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,155.80万 | 8.50% | 486,000 | 21,418 | 4.6% | $95.01万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,898.40万 | 7.48% | 515,318 | 38,545 | 8.1% | $142.00万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,778.80万 | 7.01% | 228,325 | 4,655 | 2.1% | $36.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,212.80万 | 4.78% | 32,776 | 286 | 0.9% | $10.58万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,032.40万 | 4.07% | 87,995 | 314 | 0.4% | $3.68万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,024.50万 | 4.04% | 202,568 | -2,309 | -1.1% | -$11.68万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $800.90万 | 3.16% | 83,058 | 774 | 0.9% | $7.46万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $739.40万 | 2.92% | 73,232 | 11,629 | 18.9% | $117.41万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $715.50万 | 2.82% | 93,294 | 2,159 | 2.4% | $16.56万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $658.10万 | 2.59% | 76,986 | -1,190 | -1.5% | -$10.17万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $389.80万 | 1.54% | 134,610 | -15,566 | -10.4% | -$45.08万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $346.00万 | 1.36% | 42,022 | -66 | -0.2% | -$5,434 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $251.20万 | 0.99% | 24,804 | 938 | 3.9% | $9.50万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $235.40万 | 0.93% | 46,879 | 1,069 | 2.3% | $5.37万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $230.80万 | 0.91% | 16,783 | 56 | 0.3% | $7,701 | 加仓 |
| NUBD | NUSHARES ETF TR | $225.10万 | 0.89% | 101,739 | -423 | -0.4% | -$9,359 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $216.90万 | 0.86% | 13,825 | -51 | -0.4% | -$8,001 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $194.40万 | 0.77% | 23,735 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $193.00万 | 0.76% | 14,599 | -427 | -2.8% | -$5.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $144.00万 | 0.57% | 3,861 | -22 | -0.6% | -$8,205 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $141.50万 | 0.56% | 20,257 | 85 | 0.4% | $5,937 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $135.70万 | 0.54% | 1,818 | -34 | -1.8% | -$2.54万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $128.90万 | 0.51% | 21,863 | -2,825 | -11.4% | -$16.66万 | 减仓 |
| AAPL | APPLE INC | $128.30万 | 0.51% | 4,436 | -714 | -13.9% | -$20.65万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $119.20万 | 0.47% | 104,767 | 8,623 | 9.0% | $9.81万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $112.30万 | 0.44% | 20,429 | -2,454 | -10.7% | -$13.49万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $110.90万 | 0.44% | 4,565 | -77 | -1.7% | -$1.87万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $108.50万 | 0.43% | 13,134 | 7 | 0.1% | $578 | 加仓 |
| INTC | INTEL CORP | $105.20万 | 0.41% | 7,541 | -1,282 | -14.5% | -$17.88万 | 减仓 |
| EAGG | ISHARES TR | $103.60万 | 0.41% | 21,864 | 1,767 | 8.8% | $8.37万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $103.00万 | 0.41% | 4,729 | -96 | -2.0% | -$2.09万 | 减仓 |
| NUSC | NUSHARES ETF TR | $101.00万 | 0.40% | 19,387 | -48 | -0.2% | -$2,501 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $90.50万 | 0.36% | 968 | -50 | -4.9% | -$4.67万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $88.30万 | 0.35% | 15,183 | 566 | 3.9% | $3.29万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $71.60万 | 0.28% | 1,959 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $59.10万 | 0.23% | 7,064 | 15 | 0.2% | $1,255 | 加仓 |
| CSX | CSX CORP | $58.80万 | 0.23% | 12,376 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $58.70万 | 0.23% | 2,333 | 12 | 0.5% | $3,019 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $56.70万 | 0.22% | 6,409 | 6,409 | — | $56.70万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $54.00万 | 0.21% | 1,784 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $52.70万 | 0.21% | 3,856 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $52.20万 | 0.21% | 1,597 | -132 | -7.6% | -$4.31万 | 减仓 |
| WFC | WELLS FARGO & CO | $50.30万 | 0.20% | 6,095 | -489 | -7.4% | -$4.04万 | 减仓 |
| IVV | ISHARES TR | $49.60万 | 0.20% | 663 | -92 | -12.2% | -$6.88万 | 减仓 |
| LLY | ELI LILLY & CO | $47.20万 | 0.19% | 394 | -31 | -7.3% | -$3.71万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $45.20万 | 0.18% | 8,381 | -913 | -9.8% | -$4.92万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $44.90万 | 0.18% | 9,642 | -6,471 | -40.2% | -$30.13万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $44.50万 | 0.18% | 8,638 | -220 | -2.5% | -$1.13万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $44.30万 | 0.17% | 16,007 | -753 | -4.5% | -$2.08万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $43.00万 | 0.17% | 7,209 | 3 | 0.0% | $179 | 加仓 |
| IYY | ISHARES TR | $42.60万 | 0.17% | 2,339 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $40.70万 | 0.16% | 994 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $38.70万 | 0.15% | 7,500 | -100 | -1.3% | -$5,160 | 减仓 |
| CSCO | CISCO SYS INC | $37.70万 | 0.15% | 3,211 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $34.50万 | 0.14% | 8,604 | 2,038 | 31.0% | $8.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $33.40万 | 0.13% | 4,058 | -247 | -5.7% | -$2.03万 | 减仓 |
| SBUX | STARBUCKS CORP | $33.20万 | 0.13% | 3,249 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $32.80万 | 0.13% | 3,966 | 1 | 0.0% | $83 | 加仓 |
| SUSB | ISHARES TR | $32.30万 | 0.13% | 12,958 | 18 | 0.1% | $449 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.40万 | 0.12% | 1,200 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $29.50万 | 0.12% | 4,143 | 2 | 0.0% | $142 | 加仓 |
| VUG | VANGUARD INDEX FDS | $28.80万 | 0.11% | 3,349 | -59 | -1.7% | -$5,074 | 减仓 |
| CVX | CHEVRON CORPORATION | $27.90万 | 0.11% | 1,684 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $27.60万 | 0.11% | 2,687 | -575 | -17.6% | -$5.91万 | 减仓 |
| GOOGL | ALPHABET INC | $26.90万 | 0.11% | 755 | 1 | 0.1% | $356 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $26.60万 | 0.10% | 991 | -105 | -9.6% | -$2.82万 | 减仓 |
| VPU | VANGUARD WORLD FD | $25.90万 | 0.10% | 1,325 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $25.70万 | 0.10% | 376 | 44 | 13.3% | $3.01万 | 重新持有 |
| GOOG | ALPHABET INC | $24.90万 | 0.10% | 706 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $24.60万 | 0.10% | 1,679 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $24.30万 | 0.10% | 1,576 | 4 | 0.3% | $617 | 加仓 |
| GE | GE AEROSPACE | $24.00万 | 0.09% | 644 | 644 | — | $24.00万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $23.60万 | 0.09% | 2,988 | 6 | 0.2% | $474 | 加仓 |
| AGG | ISHARES TR | $23.50万 | 0.09% | 2,379 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $23.50万 | 0.09% | 1,725 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $23.40万 | 0.09% | 333 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $23.20万 | 0.09% | 1,026 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $22.60万 | 0.09% | 832 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $22.10万 | 0.09% | 5,401 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $22.10万 | 0.09% | 3,958 | 3,958 | — | $22.10万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $21.40万 | 0.08% | 720 | 720 | — | $21.40万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $21.30万 | 0.08% | 6,138 | 6,138 | — | $21.30万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.10万 | 0.08% | 753 | 753 | — | $21.10万 | 新建仓 |
| BIO | BIO RAD LABS INC | $20.00万 | 0.08% | 682 | -44 | -6.1% | -$1.29万 | 减仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -559 | -100.0% | -$24.00万 | 清仓 |