SilverOak Wealth Management LLC 13F 持仓 · 2026年Q2
SilverOak Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 126 只证券，申报市值合计 7.77 亿美元。前几大持仓：VOO（14.02%）、VO（10.91%）、SPYG（10.45%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $108.9M | 14.02% | 158,557 | 增持 |
| 2 | VO | VANGUARD INDEX FDS | $84.7M | 10.91% | 1.1M | 增持 |
| 3 | SPYG | SPDR SERIES TRUST | $81.1M | 10.45% | 681,977 | 增持 |
| 4 | IVW | ISHARES TR | $77.0M | 9.92% | 559,953 | 减持 |
| 5 | IJR | ISHARES TR | $61.8M | 7.96% | 416,780 | 减持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $44.3M | 5.70% | 621,712 | 增持 |
| 7 | SPYV | SPDR SERIES TRUST | $26.2M | 3.37% | 430,513 | 增持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $22.4M | 2.88% | 375,224 | 增持 |
| 9 | IVE | ISHARES TR | $22.0M | 2.84% | 97,076 | 减持 |
| 10 | SPSM | SPDR SERIES TRUST | $17.1M | 2.21% | 296,937 | 增持 |
| 11 | IWM | ISHARES TR | $15.4M | 1.99% | 51,307 | 减持 |
| 12 | DBND | DOUBLELINE ETF TRUST | $15.0M | 1.93% | 328,419 | 增持 |
| 13 | JTEK | J P MORGAN EXCHANGE TRADED F | $14.6M | 1.88% | 130,813 | 减持 |
| 14 | MMM | 3M CO | $12.1M | 1.56% | 74,987 | 减持 |
| 15 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $11.2M | 1.45% | 300,157 | 增持 |
| 16 | FIXT | TCW ETF TRUST | $10.0M | 1.29% | 265,257 | 新建仓 |
| 17 | FBND | FIDELITY MERRIMACK STR TR | $9.9M | 1.28% | 217,999 | 增持 |
| 18 | VTI | VANGUARD INDEX FDS | $7.8M | 1.01% | 21,090 | 增持 |
| 19 | AAPL | APPLE INC | $6.5M | 0.84% | 22,462 | 增持 |
| 20 | CMS | CMS ENERGY CORP | $5.3M | 0.68% | 68,825 | 持平 |
| 21 | IWF | ISHARES TR | $5.2M | 0.66% | 41,560 | 增持 |
| 22 | VOE | VANGUARD INDEX FDS | $5.0M | 0.64% | 25,330 | 增持 |
| 23 | VT | VANGUARD INTL EQUITY INDEX F | $4.5M | 0.58% | 28,625 | 增持 |
| 24 | FUL | FULLER H B CO | $4.3M | 0.55% | 73,350 | 减持 |
| 25 | META | META PLATFORMS INC | $4.0M | 0.52% | 7,101 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR