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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 12
增持 63
减持 46
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
-$2.1M
41,424
+1%
减持
AAPL
APPLE INC COM
-$2.1M
53,421
-0%
减持
BX
BLACKSTONE INC COM
-$815.7K
8,490
-32%
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。
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$741.1K
33,203
减持
GLW
CORNING INC COM
-$693.5K
6,597
-73%
清仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$686.2K
0
-100%
减持
XFOFX
COHEN & STEERS CLOSED-END OPPO COM
-$624.1K
47,375
-46%
减持
OKE
ONEOK INC NEW COM
-$464.9K
26,921
-3%
清仓
IWL
ISHARES RUSSELL TOP 200 ETF
-$443.1K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP COM
-$431.2K
0
-100%
建仓
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
+$422.4K
21,037
减持
DIS
DISNEY WALT CO COM
-$412.5K
9,226
-1%
减持
AVUS
AVANTIS U.S. EQUITY ETF
-$386.2K
30,808
-1%
增持
MRK
MERCK & CO INC COM
+$384.4K
23,261
+10%
建仓
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$381.9K
16,418
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$375.6K
18,819
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$363.5K
24,595
+3%
增持
INTC
INTEL CORP COM
-$332.5K
31,284
+3%
减持
NEM
NEWMONT CORP COM
-$321.8K
14,657
-3%
减持
PSA
PUBLIC STORAGE COM
-$316.4K
3,599
-3%
减持
BA
BOEING CO COM
-$315.5K
3,505
-16%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$307.7K
7,017
-2%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$306.2K
72,723
+10%
增持
AMZN
AMAZON COM INC COM
-$303.5K
6,995
+2079%
清仓
GOOGL
ALPHABET INC CAP STK CL A
-$292.0K
0
-100%
清仓
CLF
CLEVELAND-CLIFFS INC NEW COM
-$287.6K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$285.7K
2,200
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$283.3K
36,078
-1%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$280.5K
12,920
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$278.7K
6,638
-6%
减持
NMAI
NUVEEN MULTI ASSET INCOME FUND COM
-$277.4K
60,247
-9%
建仓
EDV
VANGUARD EXTENDED DURATION TREASURY ETF
+$277.4K
2,770
减持
DE
DEERE & CO COM
-$275.8K
2,258
-1%
增持
KMB
KIMBERLY-CLARK CORP COM
+$275.4K
21,849
+1%
减持
CSCO
CISCO SYS INC COM
-$274.6K
20,891
-0%
增持
BAC
BANK AMERICA CORP COM
-$268.7K
26,742
+0%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$264.7K
7,104
-10%
清仓
PENN
PENN ENTERTAINMENT INC COM
-$264.7K
0
-100%
增持
TIP
ISHARES TIPS BOND ETF
+$263.2K
9,624
+44%
清仓
TGT
TARGET CORP COM
-$261.4K
0
-100%
减持
VV
VANGUARD LARGE-CAP ETF
-$261.3K
7,096
-0%
减持
SPY
SPDR S&P 500 ETF TRUST
-$258.1K
3,274
-1%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$255.4K
35,273
+15%
清仓
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$244.7K
0
-100%
清仓
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
-$241.7K
0
-100%
清仓
GOOG
ALPHABET INC CAP STK CL C
-$240.2K
0
-100%
减持
META
META PLATFORMS INC CL A
-$238.4K
3,864
-0%
清仓
UNP
UNION PAC CORP COM
-$234.1K
0
-100%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$232.4K
2,418
清仓
PYPL
PAYPAL HLDGS INC COM
-$231.3K
0
-100%
清仓
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$230.5K
0
-100%
清仓
BSCS
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
-$226.2K
0
-100%
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$226.0K
4,745
清仓
MS
MORGAN STANLEY COM NEW
-$225.2K
0
-100%
清仓
NVDA
NVIDIA CORPORATION COM
-$223.7K
0
-100%
增持
VB
VANGUARD SMALL-CAP ETF
-$218.8K
6,298
+1%
清仓
MKL
MARKEL CORP COM
-$218.3K
0
-100%
减持
HD
HOME DEPOT INC COM
-$217.8K
8,507
-0%
清仓
LULU
LULULEMON ATHLETICA INC COM
-$217.3K
0
-100%
清仓
AMH
AMERICAN HOMES 4 RENT CL A
-$216.2K
0
-100%
清仓
—
LOGITECH INTL S A SHS
-$214.4K
0
-100%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$214.3K
3,742
-37%
清仓
CWST
CASELLA WASTE SYS INC CL A
-$213.4K
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC COM SER A
+$213.2K
15,889
清仓
SRE
SEMPRA COM
-$210.3K
0
-100%
清仓
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
-$207.7K
0
-100%
清仓
TFC
TRUIST FINL CORP COM
-$206.8K
0
-100%
清仓
AXON
AXON ENTERPRISE INC COM
-$206.6K
0
-100%
清仓
IWV
ISHARES RUSSELL 3000 ETF
-$205.4K
0
-100%
建仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$204.8K
2,065
清仓
GD
GENERAL DYNAMICS CORP COM
-$202.8K
0
-100%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$201.4K
12,896
+37%
清仓
OSK
OSHKOSH CORP COM
-$201.3K
0
-100%
增持
CAT
CATERPILLAR INC COM
-$197.0K
6,564
+7%
减持
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
-$189.2K
863
-21%
减持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$188.6K
5,999
-28%
增持
MO
ALTRIA GROUP INC COM
-$187.4K
18,256
+0%
增持
PG
PROCTER AND GAMBLE CO COM
-$182.4K
36,909
+3%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$168.2K
4,639
-17%
减持
WFC
WELLS FARGO CO NEW COM
-$164.2K
5,661
-29%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$162.0K
5,714
+48%
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
-$159.0K
55,824
+6%
增持
TSLA
TESLA INC COM
-$153.2K
403
+2%
增持
F
FORD MTR CO DEL COM
-$145.4K
44,802
+18%
增持
KO
COCA COLA CO COM
+$145.1K
31,771
+6%
增持
T
AT&T INC COM
-$143.5K
80,232
+4%
增持
XGDVX
GABELLI DIVID & INCOME TR COM
+$141.3K
89,973
+31%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$140.8K
4,285
-32%
增持
CVX
CHEVRON CORP NEW COM
-$139.1K
10,295
+3%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$134.7K
11,971
+24%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$134.3K
17,947
-0%
减持
KMI
KINDER MORGAN INC DEL COM
-$124.2K
40,098
-5%
增持
—
BARRICK GOLD CORP COM
-$123.2K
18,025
+0%
减持
XLSR
SPDR SSGA U.S. SECTOR ROTATION ETF
-$123.2K
16,276
-1%
增持
MPT
MEDICAL PPTYS TRUST INC COM
-$119.3K
20,447
+0%
增持
PFE
PFIZER INC COM
+$116.9K
52,161
+3%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$116.0K
43,638
+6%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$114.7K
1,154
+1%
增持
GE
GENERAL ELECTRIC CO COM NEW
-$112.3K
4,101
+0%
增持
COST
COSTCO WHSL CORP NEW COM
-$104.5K
1,446
+4%
减持
ENB
ENBRIDGE INC COM
-$101.7K
21,361
-2%
减持
SBUX
STARBUCKS CORP COM
-$101.3K
4,360
-9%
减持
NKE
NIKE INC CL B
-$100.1K
2,963
-1%
增持
DAL
DELTA AIR LINES INC DEL COM NEW
-$96.4K
11,296
+6%
减持
VO
VANGUARD MID-CAP ETF
-$92.8K
1,470
-9%
增持
WMT
WALMART INC COM
-$92.6K
3,458
+0%
增持
MOS
MOSAIC CO NEW COM
-$90.7K
4,749
+0%
减持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
-$89.8K
13,571
-0%
建仓
—
CARNIVAL CORP COMMON STOCK
+$88.0K
10,177
增持
JPM
JPMORGAN CHASE & CO COM
-$87.7K
4,118
+2%
增持
FTNT
FORTINET INC COM
-$86.2K
7,325
+400%
增持
CRM
SALESFORCE INC COM
-$85.3K
1,886
+1%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$83.5K
13,928
+4%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$82.8K
2,155
-18%
减持
FEZ
SPDR EURO STOXX 50 ETF
-$78.5K
7,835
-8%
增持
CSQ
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
-$77.3K
17,679
+0%
增持
TD
TORONTO DOMINION BK ONT COM NEW
-$77.2K
14,937
+12%
增持
KEY
KEYCORP COM
-$77.1K
15,006
+0%
增持
BMO
BANK MONTREAL QUE COM
-$77.1K
3,547
+0%
增持
CVS
CVS HEALTH CORP COM
-$74.7K
8,951
+0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$72.4K
1,272
+1%
增持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$72.2K
10,749
+19%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$70.4K
8,512
-2%
减持
ORCL
ORACLE CORP COM
-$70.0K
4,830
-2%
增持
—
MEDTRONIC PLC SHS
-$68.8K
3,958
+4%
增持
AXP
AMERICAN EXPRESS CO COM
-$68.4K
2,380
+12%
减持
HEQ
JOHN HANCOCK HEDGED EQUITY & I COM
-$67.6K
13,723
-22%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$67.1K
2,926
+39%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$63.5K
9,775
+1%
增持
QCOM
QUALCOMM INC COM
-$63.5K
3,007
+3%
减持
SRVR
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF
-$60.7K
12,834
-0%
增持
QQQ
INVESCO QQQ TRUST
-$60.6K
1,192
+9%
增持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
+$58.8K
57,495
+8%
增持
C
CITIGROUP INC COM NEW
-$57.0K
9,322
+2%
增持
WPM
WHEATON PRECIOUS METALS CORP COM
+$55.2K
7,487
+66%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$55.0K
3,449
+22%
减持
MPC
MARATHON PETE CORP COM
-$53.0K
3,303
-13%
增持
ABBV
ABBVIE INC COM
-$52.4K
10,234
+2%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$52.3K
2,419
+5%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$50.6K
7,095
+8%
增持
LLY
LILLY ELI & CO COM
+$49.4K
1,304
+0%
减持
V
VISA INC COM CL A
-$48.8K
1,650
-2%
增持
ADM
ARCHER DANIELS MIDLAND CO COM
-$44.7K
3,598
+0%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$41.9K
1,628
-1%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$41.3K
1,556
-4%
清仓
—
DOMA HOLDINGS INC COMMON STOCK
-$39.9K
0
-100%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$39.8K
4,107
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$39.3K
7,379
+2%
减持
—
EXXON MOBIL CORP COM
-$38.2K
21,200
-6%
增持
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
+$36.9K
107,144
+2%
