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SILVERLAKE WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SILVERLAKE WEALTH MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001966026
持仓数
377
前50大市值合计
$236.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 22
增持 45
减持 54
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP COM
-$1.4M
41,160
-2%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$1.2M
30,753
+372%
增持
GLD
SPDR GOLD SHARES
+$1.1M
9,127
+179%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.1M
7,165
-36%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$995.9K
36,547
-32%
增持
HD
HOME DEPOT INC COM
-$981.6K
8,522
+0%
建仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$953.0K
13,349
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$939.9K
7,036
-40%
减持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$763.2K
8,309
-59%
减持
VB
VANGUARD SMALL-CAP ETF
-$741.3K
6,248
-32%
建仓
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$741.0K
21,833
建仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$686.2K
5,195
减持
XLSR
SPDR SSGA U.S. SECTOR ROTATION ETF
-$643.6K
16,412
-44%
减持
QQQ
INVESCO QQQ TRUST
-$641.5K
1,089
-58%
减持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
-$616.2K
13,625
-40%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$590.5K
17,997
-28%
清仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$573.4K
0
-100%
减持
PFE
PFIZER INC COM
-$547.3K
50,569
-6%
增持
TIP
ISHARES TIPS BOND ETF
+$534.6K
6,687
+190%
建仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$534.2K
4,971
减持
META
META PLATFORMS INC CL A
-$521.6K
3,874
-6%
增持
—
EXXON MOBIL CORP COM
+$517.3K
22,447
+3%
建仓
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$482.4K
9,060
减持
AAPL
APPLE INC COM
-$477.1K
53,570
-3%
减持
KMB
KIMBERLY-CLARK CORP COM
-$473.4K
21,740
-1%
建仓
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$453.8K
9,160
清仓
—
DISCOVER FINL SVCS COM
-$441.0K
0
-100%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$434.5K
7,862
-23%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$432.8K
9,667
-34%
减持
CVX
CHEVRON CORP NEW COM
+$431.5K
10,008
-2%
减持
SYNA
SYNAPTICS INC COM
-$398.7K
3,400
-9%
清仓
ARKK
ARK INNOVATION ETF
-$373.3K
0
-100%
减持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
-$372.9K
52,567
-14%
建仓
VBR
VANGUARD SMALL CAP VALUE ETF
+$371.2K
2,110
减持
VNQ
VANGUARD REAL ESTATE ETF
-$369.7K
3,820
-43%
清仓
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$364.1K
0
-100%
建仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$359.2K
2,622
建仓
FEZ
SPDR EURO STOXX 50 ETF
+$351.1K
8,532
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$351.0K
6,319
增持
NEM
NEWMONT CORP COM
+$334.0K
15,058
+8%
增持
PG
PROCTER AND GAMBLE CO COM
-$324.9K
35,926
+1%
减持
OKE
ONEOK INC NEW COM
+$323.5K
27,736
-0%
清仓
IWM
ISHARES RUSSELL 2000 ETF
-$319.2K
0
-100%
减持
BX
BLACKSTONE INC COM
-$318.1K
12,528
-15%
建仓
MOS
MOSAIC CO NEW COM
+$315.1K
4,738
建仓
TXRH
TEXAS ROADHOUSE INC COM
+$293.1K
3,500
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$292.5K
9,430
+22%
清仓
BOND
PIMCO ACTIVE BOND ETF
-$286.0K
0
-100%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$285.0K
15,035
+38%
清仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$280.6K
0
-100%
清仓
COIN
COINBASE GLOBAL INC COM CL A
-$275.1K
0
-100%
清仓
IVW
ISHARES S&P 500 GROWTH ETF
-$271.9K
0
-100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$269.1K
9,646
+33%
减持
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$254.6K
12,027
-41%
清仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$252.5K
0
-100%
清仓
BBY
BEST BUY INC COM
-$251.1K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP COM
+$250.4K
4,413
清仓
WY
WEYERHAEUSER CO MTN BE COM NEW
-$249.6K
0
-100%
清仓
STOT
SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF
-$246.8K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$242.4K
0
-100%
清仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$242.3K
0
-100%
减持
ABBV
ABBVIE INC COM
+$240.4K
9,992
-2%
建仓
MET
METLIFE INC COM
+$237.6K
3,381
清仓
ITW
ILLINOIS TOOL WKS INC COM
-$234.2K
0
-100%
建仓
UNP
UNION PAC CORP COM
+$234.1K
857
清仓
ABT
ABBOTT LABS COM
-$234.0K
0
-100%
建仓
COP
CONOCOPHILLIPS COM
+$233.4K
2,334
增持
CAT
CATERPILLAR INC COM
+$230.8K
6,151
+12%
减持
SRVR
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF
-$229.3K
12,876
-24%
清仓
—
HANESBRANDS INC COM
-$227.8K
0
-100%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF
-$226.7K
5,042
-30%
清仓
YUM
YUM BRANDS INC COM
-$224.3K
0
-100%
建仓
DOW
DOW INC COM
+$223.7K
3,511
建仓
MKL
MARKEL CORP COM
+$218.3K
148
清仓
CMCSA
COMCAST CORP NEW CL A
-$218.3K
0
-100%
减持
AVUS
AVANTIS U.S. EQUITY ETF
-$218.0K
30,998
-5%
建仓
AMH
AMERICAN HOMES 4 RENT CL A
+$216.2K
5,400
清仓
—
CARNIVAL CORP COMMON STOCK
-$210.5K
0
-100%
建仓
SRE
SEMPRA COM
+$210.3K
1,251
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$209.7K
2,824
+7%
建仓
CM
CANADIAN IMPERIAL BK COMM TORO COM
+$207.6K
1,706
清仓
—
JOHNSON CTLS INTL PLC SHS
-$205.3K
0
-100%
清仓
MSOS
ADVISORSHARES PURE US CANNABIS ETF
-$204.8K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC COM
-$204.2K
0
-100%
清仓
FDX
FEDEX CORP COM
-$203.5K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP COM
+$202.8K
841
减持
NMAI
NUVEEN MULTI ASSET INCOME FUND COM
-$198.9K
66,215
-3%
增持
JNJ
JOHNSON & JOHNSON COM
+$191.4K
26,817
+1%
减持
XFOFX
COHEN & STEERS CLOSED-END OPPO COM
-$191.4K
87,467
-2%
增持
DE
DEERE & CO COM
+$189.4K
2,291
+3%
减持
CSCO
CISCO SYS INC COM
-$182.4K
20,900
-2%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$180.0K
66,371
+6%
减持
T
AT&T INC COM
-$176.7K
77,240
-5%
减持
VO
VANGUARD MID-CAP ETF
-$166.5K
1,608
-25%
减持
XGDVX
GABELLI DIVID & INCOME TR COM
-$163.7K
68,940
-0%
清仓
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
-$161.3K
0
-100%
增持
—
BARRICK GOLD CORP COM
+$160.7K
18,022
+22%
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$156.7K
5,951
+56%
减持
SPY
SPDR S&P 500 ETF TRUST
-$155.4K
3,306
-5%
增持
ENB
ENBRIDGE INC COM
+$153.8K
21,792
+0%
减持
BAC
BANK AMERICA CORP COM
-$136.8K
26,715
-4%
减持
SBUX
STARBUCKS CORP COM
-$130.3K
4,775
-1%
增持
KMI
KINDER MORGAN INC DEL COM
+$128.6K
42,107
+0%
增持
MRK
MERCK & CO INC COM
+$128.2K
21,162
+1%
增持
COST
COSTCO WHSL CORP NEW COM
+$124.3K
1,385
+17%
减持
QCOM
QUALCOMM INC COM
-$114.6K
2,929
-5%
减持
VV
VANGUARD LARGE-CAP ETF
-$114.0K
7,119
-2%
增持
GM
GENERAL MTRS CO COM
-$112.5K
10,643
+8%
增持
DIS
DISNEY WALT CO COM
-$110.4K
9,357
+4%
增持
PYPL
PAYPAL HLDGS INC COM
-$107.8K
2,000
+11%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$104.7K
4,674
-12%
增持
MO
ALTRIA GROUP INC COM
+$99.4K
18,180
+1%
清仓
VRAYQ
VIEWRAY INC COM
-$99.2K
0
-100%
清仓
—
HYZON MOTORS INC COM CL A
-$95.6K
0
-100%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$95.4K
7,292
+31%
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
+$93.1K
8,654
+38%
增持
AMGN
AMGEN INC COM
+$90.6K
5,345
+0%
清仓
—
VOLTA INC COM CL A
-$89.8K
0
-100%
增持
MPC
MARATHON PETE CORP COM
+$87.8K
3,796
+3%
增持
MMM
3M CO COM
-$84.9K
2,972
+0%
增持
TRP
TC ENERGY CORP COM
+$84.6K
7,897
+2%
减持
CWST
CASELLA WASTE SYS INC CL A
-$84.3K
2,435
-30%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$84.0K
3,859
-7%
减持
CLF
CLEVELAND-CLIFFS INC NEW COM
+$83.4K
8,930
-5%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$83.2K
7,243
+1%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$82.3K
783
-24%
减持
KO
COCA COLA CO COM
+$82.2K
29,897
-0%
增持
ADM
ARCHER DANIELS MIDLAND CO COM
+$82.1K
3,588
+0%
减持
MS
MORGAN STANLEY COM NEW
-$81.7K
2,577
-18%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$81.5K
41,199
+6%
减持
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
-$77.3K
104,633
-2%
增持
BA
BOEING CO COM
+$76.6K
4,150
+16%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$76.1K
23,912
+0%
减持
FTNT
FORTINET INC COM
-$74.4K
1,465
-8%
减持
CVS
CVS HEALTH CORP COM
-$74.0K
8,933
-6%
增持
F
FORD MTR CO DEL COM
-$71.6K
38,086
+11%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$70.3K
6,589
-1%
增持
—
MEDTRONIC PLC SHS
+$69.7K
3,821
+12%
减持
ETG
EATON VANCE TX ADV GLBL DIV FD COM
-$69.1K
26,543
-2%
增持
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
-$66.9K
1,088
+7%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$65.2K
12,354
+7%
增持
JPM
JPMORGAN CHASE & CO COM
-$64.3K
4,045
+4%
减持
INTC
INTEL CORP COM
-$63.5K
30,324
-0%
减持
GILD
GILEAD SCIENCES INC COM
-$63.4K
3,365
-7%
增持
C
CITIGROUP INC COM NEW
-$62.2K
9,096
+0%
增持
NKE
NIKE INC CL B
-$61.2K
2,995
+8%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$61.1K
1,148
+1%
减持
GLW
CORNING INC COM
-$58.0K
24,422
-5%
增持
PENN
PENN ENTERTAINMENT INC COM
-$57.8K
6,239
+0%
减持
PM
PHILIP MORRIS INTL INC COM
-$57.7K
3,102
-16%
