SILVER OAK WEALTH ADVISORS SERVICES, LLC
LOS ANGELES CA · SEC CIK 0002060368
$1.54亿2026Q1 申报市值
39持仓数
81.5%前十大占比 · 第一大 20.4%
2 / 0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
DFGX 加仓+$35.21万
VTIP 加仓+$28.37万
VGIT 新建仓+$22.47万
VCEB 新建仓+$21.52万
VCSH 加仓+$17.97万
2026Q1 卖出最多 按季末市值估算
CMF 减仓-$147.39万
STIP 减仓-$19.69万
AVEM 减仓-$18.58万
MSFT 减仓-$18.29万
GSIE 减仓-$5.53万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | $3,140.89万 | 20.40% | 628,807 | 5,680 | 0.9% | $28.37万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $3,075.72万 | 19.98% | 713,127 | -1,283 | -0.2% | -$5.53万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $1,662.68万 | 10.80% | 148,097 | 483 | 0.3% | $5.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,052.64万 | 6.84% | 286,353 | 2,445 | 0.9% | $8.99万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $878.55万 | 5.71% | 108,988 | 542 | 0.5% | $4.37万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $797.74万 | 5.18% | 99,000 | -2,306 | -2.3% | -$18.58万 | 减仓 |
| IMCG | ISHARES TR | $696.62万 | 4.52% | 88,437 | 2,275 | 2.6% | $17.92万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $480.72万 | 3.12% | 91,654 | 6,713 | 7.9% | $35.21万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $385.42万 | 2.50% | 34,889 | 195 | 0.6% | $2.15万 | 加仓 |
| CMF | ISHARES TR | $378.32万 | 2.46% | 66,536 | -25,921 | -28.0% | -$147.39万 | 减仓 |
| ESGD | ISHARES TR | $334.13万 | 2.17% | 34,944 | 308 | 0.9% | $2.95万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $331.82万 | 2.16% | 41,859 | 2,267 | 5.7% | $17.97万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $317.37万 | 2.06% | 63,487 | 490 | 0.8% | $2.45万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $283.22万 | 1.84% | 34,225 | -197 | -0.6% | -$1.63万 | 减仓 |
| STIP | ISHARES TR | $224.84万 | 1.46% | 21,738 | -1,904 | -8.1% | -$19.69万 | 减仓 |
| AAPL | APPLE INC | $168.04万 | 1.09% | 6,621 | -28 | -0.4% | -$7,106 | 减仓 |
| ESGE | ISHARES INC | $141.67万 | 0.92% | 31,156 | -306 | -1.0% | -$1.39万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $115.91万 | 0.75% | 3,613 | -46 | -1.3% | -$1.48万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $113.24万 | 0.74% | 5,266 | 1 | 0.0% | $215 | 加仓 |
| QQQ | INVESCO QQQ TR | $111.41万 | 0.72% | 1,930 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $81.70万 | 0.53% | 12,749 | -126 | -1.0% | -$8,074 | 减仓 |
| NVDA | NVIDIA CORPORATION | $72.72万 | 0.47% | 4,170 | -254 | -5.7% | -$4.43万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $57.37万 | 0.37% | 19,694 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $55.43万 | 0.36% | 5,205 | -206 | -3.8% | -$2.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $48.49万 | 0.31% | 1,310 | -494 | -27.4% | -$18.29万 | 减仓 |
| AGX | ARGAN INC | $43.57万 | 0.28% | 800 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $40.19万 | 0.26% | 2,094 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $35.56万 | 0.23% | 595 | 5 | 0.8% | $2,988 | 加仓 |
| VUG | VANGUARD INDEX FDS | $31.71万 | 0.21% | 726 | 0 | 0.0% | — | 不变 |
| DAVE | DAVE INC | $30.92万 | 0.20% | 1,776 | -90 | -4.8% | -$1.57万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.56万 | 0.17% | 1,793 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $24.35万 | 0.16% | 7,937 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $23.84万 | 0.15% | 6,900 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $22.99万 | 0.15% | 2,255 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $22.89万 | 0.15% | 1,556 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $22.47万 | 0.15% | 3,773 | 3,773 | — | $22.47万 | 新建仓 |
| SHV | ISHARES TR | $21.64万 | 0.14% | 1,960 | 145 | 8.0% | $1.60万 | 重新持有 |
| VCEB | VANGUARD WORLD FD | $21.52万 | 0.14% | 3,425 | 3,425 | — | $21.52万 | 新建仓 |
| IGM | ISHARES TR | $21.33万 | 0.14% | 1,800 | 0 | 0.0% | — | 不变 |