SILVER OAK WEALTH ADVISORS SERVICES, LLC
LOS ANGELES CA · SEC CIK 0002060368
$1.67亿2026Q2 申报市值
40持仓数
82.3%前十大占比 · 第一大 20.5%
3 / 2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
VTIP 加仓+$273.62万
VCSH 加仓+$96.73万
CSCO 新建仓+$25.64万
DIMENSIONAL ETF 加仓+$25.18万
VBR 新建仓+$21.98万
2026Q2 卖出最多 按季末市值估算
STIP 减仓-$99.84万
AVLV 减仓-$79.71万
AVEM 减仓-$76.18万
AGX 清仓-$43.57万
ESGV 减仓-$39.25万
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 |
|---|---|---|---|---|---|---|---|---|
| AGX | ARGAN INC | $0 | 0.00% | 0 | -800 | -100.0% | -$43.57万 | 清仓 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -1,776 | -100.0% | -$30.92万 | 清仓 |
| SHV | ISHARES TR | $20.23万 | 0.12% | 1,833 | -127 | -6.5% | -$1.40万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $21.50万 | 0.13% | 3,425 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $21.89万 | 0.13% | 2,212 | 2,212 | — | $21.89万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $21.98万 | 0.13% | 904 | 904 | — | $21.98万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $22.45万 | 0.13% | 3,806 | 33 | 0.9% | $1,946 | 加仓 |
| ORCL | ORACLE CORP | $22.57万 | 0.14% | 1,540 | -16 | -1.0% | -$2,345 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $25.17万 | 0.15% | 7,937 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $25.64万 | 0.15% | 2,183 | 2,183 | — | $25.64万 | 新建仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $25.72万 | 0.15% | 2,255 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $28.04万 | 0.17% | 6,900 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $28.34万 | 0.17% | 1,793 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $29.44万 | 0.18% | 1,800 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $35.39万 | 0.21% | 515 | -80 | -13.4% | -$5.50万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $37.52万 | 0.22% | 4,356 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $44.55万 | 0.27% | 2,094 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $48.90万 | 0.29% | 1,311 | 1 | 0.1% | $373 | 加仓 |
| SUB | ISHARES TR | $55.42万 | 0.33% | 5,205 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $66.64万 | 0.40% | 19,694 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $83.50万 | 0.50% | 4,173 | 3 | 0.1% | $600 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $90.57万 | 0.54% | 12,711 | -38 | -0.3% | -$2,708 | 减仓 |
| STIP | ISHARES TR | $122.23万 | 0.73% | 11,965 | -9,773 | -45.0% | -$99.84万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $123.53万 | 0.74% | 5,221 | -45 | -0.9% | -$1.06万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $129.84万 | 0.78% | 3,509 | -104 | -2.9% | -$3.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $142.15万 | 0.85% | 1,930 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $171.06万 | 1.02% | 31,278 | 122 | 0.4% | $6,672 | 加仓 |
| AAPL | APPLE INC | $185.81万 | 1.11% | 6,421 | -200 | -3.0% | -$5.79万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $301.28万 | 1.80% | 36,452 | 2,227 | 6.5% | $18.41万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $319.03万 | 1.91% | 62,975 | -512 | -0.8% | -$2.59万 | 减仓 |
| CMF | ISHARES TR | $348.51万 | 2.09% | 60,464 | -6,072 | -9.1% | -$35.00万 | 减仓 |
| ESGD | ISHARES TR | $362.11万 | 2.17% | 35,222 | 278 | 0.8% | $2.86万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $404.87万 | 2.42% | 32,452 | -2,437 | -7.0% | -$30.40万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $427.54万 | 2.56% | 54,099 | 12,240 | 29.2% | $96.73万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $490.76万 | 2.94% | 91,577 | -77 | -0.1% | -$4,126 | 减仓 |
| IMCG | ISHARES TR | $830.32万 | 4.97% | 84,468 | -3,969 | -4.5% | -$39.02万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $879.07万 | 5.26% | 91,105 | -7,895 | -8.0% | -$76.18万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $914.38万 | 5.47% | 100,249 | -8,739 | -8.0% | -$79.71万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,220.13万 | 7.30% | 292,388 | 6,035 | 2.1% | $25.18万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,919.18万 | 11.49% | 145,129 | -2,968 | -2.0% | -$39.25万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $3,224.00万 | 19.30% | 705,471 | -7,656 | -1.1% | -$34.99万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $3,432.12万 | 20.55% | 683,280 | 54,473 | 8.7% | $273.62万 | 加仓 |