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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 10
增持 83
减持 46
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$2.6M
123,729
+70%
建仓
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$1.3M
25,469
减持
MSFT
MICROSOFT CORP COM
-$992.0K
41,420
-0%
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。
清仓
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$711.9K
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
-$632.3K
37,028
+0%
建仓
IEFA
ISHARES CORE MSCI EAFE ETF
+$562.7K
10,683
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$545.0K
43,974
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$539.7K
24,685
+0%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$487.4K
6,038
-53%
建仓
—
SOUTH JERSEY INDS INC COM
+$464.5K
13,900
减持
PFE
PFIZER INC COM
-$452.5K
52,156
-0%
清仓
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$428.9K
0
-100%
增持
T
AT&T INC COM
-$413.6K
82,666
+3%
增持
JNJ
JOHNSON & JOHNSON COM
-$363.4K
26,933
+0%
清仓
—
ATLANTICA SUSTAINABLE INFR PLC SHS
-$326.1K
0
-100%
增持
INTC
INTEL CORP COM
-$318.9K
33,038
+6%
清仓
MPT
MEDICAL PPTYS TRUST INC COM
-$312.2K
0
-100%
减持
BAC
BANK AMERICA CORP COM
-$300.2K
17,624
-34%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$234.0K
7,810
+55%
增持
NEM
NEWMONT CORP COM
-$232.6K
15,274
+4%
增持
BA
BOEING CO COM
+$227.5K
5,837
+67%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$217.4K
6,163
-12%
增持
KO
COCA COLA CO COM
-$216.5K
31,814
+0%
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$214.6K
6,864
+83%
建仓
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$213.8K
2,342
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$212.6K
2,321
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$210.2K
0
-100%
清仓
GLW
CORNING INC COM
-$207.9K
0
-100%
清仓
IVV
ISHARES CORE S&P 500 ETF
-$207.6K
0
-100%
清仓
ICF
ISHARES COHEN & STEERS REIT ETF
-$206.7K
0
-100%
清仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$204.8K
0
-100%
清仓
TOTL
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
-$204.3K
0
-100%
清仓
VOE
VANGUARD MID-CAP VALUE ETF
-$201.5K
0
-100%
建仓
ADX
ADAMS DIVERSIFIED EQUITY FD COM
+$199.2K
13,675
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$194.1K
35,146
-3%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$178.2K
14,710
+23%
增持
ABBV
ABBVIE INC COM
-$153.6K
10,534
+3%
增持
XGDVX
GABELLI DIVID & INCOME TR COM
+$152.0K
106,406
+18%
减持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
-$149.6K
8,242
-23%
减持
GLD
SPDR GOLD SHARES
-$145.8K
9,660
-1%
建仓
UUUU
ENERGY FUELS INC COM NEW
+$119.1K
19,468
减持
ENB
ENBRIDGE INC COM
-$116.9K
21,180
-1%
增持
OKE
ONEOK INC NEW COM
-$114.5K
26,924
+0%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$109.1K
7,536
+59%
减持
MMM
3M CO COM
-$104.9K
2,786
-13%
增持
KMB
KIMBERLY-CLARK CORP COM
-$103.5K
25,318
+16%
增持
TRP
TC ENERGY CORP COM
-$102.5K
8,900
+0%
减持
AMGN
AMGEN INC COM
-$99.9K
5,366
-0%
建仓
—
ALAUNOS THERAPEUTICS INC COM
+$98.0K
56,993
减持
AVUS
AVANTIS U.S. EQUITY ETF
-$97.6K
30,572
-1%
建仓
VGM
INVESCO TR INVT GRADE MUNS COM
+$97.1K
10,372
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$93.1K
3,706
+27%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$92.2K
21,178
+23%
减持
VV
VANGUARD LARGE-CAP ETF
-$91.8K
6,916
-3%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$90.1K
6,769
-5%
增持
MRK
MERCK & CO INC COM
-$88.8K
23,594
+1%
增持
CAT
CATERPILLAR INC COM
-$87.7K
6,617
+1%
减持
TIP
ISHARES TIPS BOND ETF
-$87.7K
9,614
-0%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$87.0K
6,237
-6%
增持
META
META PLATFORMS INC CL A
-$80.2K
4,001
+4%
增持
DE
DEERE & CO COM
+$78.0K
2,259
+0%
增持
SRVR
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF
-$74.5K
12,836
+0%
增持
TSLA
TESLA INC COM
+$74.2K
1,303
+223%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$73.1K
13,609
-2%
减持
CSCO
CISCO SYS INC COM
-$71.5K
20,483
-2%
增持
PSA
PUBLIC STORAGE COM
-$71.4K
3,600
+0%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$69.3K
7,734
-9%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$67.0K
39,575
+19%
减持
SO
SOUTHERN CO COM
-$65.0K
11,037
-3%
增持
VO
VANGUARD MID-CAP ETF
+$64.3K
1,882
+28%
减持
WPC
WP CAREY INC COM
-$64.1K
3,655
-5%
增持
TD
TORONTO DOMINION BK ONT COM NEW
-$63.2K
14,942
+0%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$62.7K
6,749
+18%
增持
BX
BLACKSTONE INC COM
-$62.1K
8,512
+0%
减持
NKE
NIKE INC CL B
-$59.8K
2,925
-1%
增持
KMI
KINDER MORGAN INC DEL COM
+$59.1K
43,938
+10%
建仓
XCXEX
MFS HIGH INCOME MUN TR SH BEN INT
+$58.2K
17,273
增持
NMAI
NUVEEN MULTI ASSET INCOME FUND COM
-$57.4K
64,779
+8%
增持
MPC
MARATHON PETE CORP COM
+$56.7K
3,305
+0%
增持
BNS
BANK NOVA SCOTIA HALIFAX COM
-$55.9K
9,311
+11%
增持
GGZ
GABELLI GLOBAL SMALL & MID CAP COM
+$55.5K
25,585
+50%
减持
AAPL
APPLE INC COM
+$54.9K
53,247
-0%
增持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
+$54.7K
61,663
+7%
减持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
-$53.7K
13,431
-1%
减持
LOW
LOWES COS INC COM
-$53.0K
2,069
-18%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$51.5K
2,415
-0%
减持
HD
HOME DEPOT INC COM
-$47.5K
8,283
-3%
增持
PM
PHILIP MORRIS INTL INC COM
-$46.5K
3,140
+1%
增持
CM
CANADIAN IMPERIAL BK COMM TORO COM
+$46.3K
5,796
+36%
增持
MET
METLIFE INC COM
+$46.1K
4,636
+24%
增持
XFOFX
COHEN & STEERS CLOSED-END OPPO COM
-$45.2K
47,405
+0%
减持
EDV
VANGUARD EXTENDED DURATION TREASURY ETF
-$44.5K
2,685
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$43.9K
7,376
-0%
增持
QCOM
QUALCOMM INC COM
-$43.7K
3,014
+0%
减持
XLSR
SPDR SSGA U.S. SECTOR ROTATION ETF
-$42.6K
16,073
-1%
增持
ORCL
ORACLE CORP COM
-$42.2K
4,835
+0%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$42.2K
18,716
+4%
增持
TJX
TJX COS INC NEW COM
+$42.1K
5,100
+4%
增持
CL
COLGATE PALMOLIVE CO COM
-$41.7K
4,258
+0%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$40.1K
2,250
+2%
增持
MCD
MCDONALDS CORP COM
-$39.8K
2,642
+0%
增持
MO
ALTRIA GROUP INC COM
+$39.3K
19,856
+9%
增持
CRM
SALESFORCE INC COM
-$39.1K
1,892
+0%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$38.1K
1,967
-9%
减持
TXRH
TEXAS ROADHOUSE INC COM
-$38.0K
2,500
-29%
增持
—
EXXON MOBIL CORP COM
+$37.2K
21,222
+0%
增持
O
REALTY INCOME CORP COM
-$37.2K
3,888
+1%
增持
C
CITIGROUP INC COM NEW
-$36.4K
9,414
+1%
减持
PCF
HIGH INCOME SECS FD SHS BEN INT
-$36.3K
29,560
-10%
增持
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
+$36.0K
38,143
+9%
减持
AXP
AMERICAN EXPRESS CO COM
-$35.8K
2,180
-8%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$35.7K
15,438
-3%
减持
JPM
JPMORGAN CHASE & CO COM
-$35.5K
4,098
-0%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$35.2K
9,850
+1%
增持
COP
CONOCOPHILLIPS COM
+$35.1K
2,395
+2%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$34.7K
4,471
-4%
增持
—
MEDTRONIC PLC SHS
-$34.5K
3,972
+0%
减持
VB
VANGUARD SMALL-CAP ETF
-$34.0K
6,290
-0%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$33.9K
1,241
-2%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$33.3K
65,345
+4%
减持
QQQ
INVESCO QQQ TRUST
-$32.6K
1,128
-5%
增持
WMT
WALMART INC COM
+$32.3K
3,491
+1%
减持
USA
LIBERTY ALL STAR EQUITY FD SH BEN INT
-$31.8K
13,912
-20%
减持
SBUX
STARBUCKS CORP COM
+$31.5K
4,326
-1%
减持
OIA
INVESCO MUNI INCOME OPP TRST COM
-$31.4K
23,956
-10%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$29.9K
37,187
+5%
增持
XSVM
INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF
-$29.4K
9,224
+0%
增持
MDLZ
MONDELEZ INTL INC CL A
-$29.0K
4,020
+0%
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
-$28.3K
21,078
+0%
增持
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
+$28.0K
108,897
+2%
减持
BDJ
BLACKROCK ENHANCED EQUITY DIVI COM
-$26.5K
10,147
-18%
减持
AMZN
AMAZON COM INC COM
+$26.5K
6,809
-3%
增持
CVS
CVS HEALTH CORP COM
+$26.1K
8,970
+0%
增持
RVT
ROYCE VALUE TR INC COM
-$24.6K
17,537
+0%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$24.0K
4,583
+0%
增持
—
BARRICK GOLD CORP COM
-$23.9K
19,029
+6%
增持
VOOV
VANGUARD S&P 500 VALUE ETF
+$23.0K
3,076
+14%
增持
V
VISA INC COM CL A
-$22.5K
1,702
+3%
增持
COST
COSTCO WHSL CORP NEW COM
+$21.0K
1,512
+5%
增持
—
BLACKROCK INC COM
-$20.6K
381
+1%
增持
DOW
DOW INC COM
+$20.1K
5,198
+29%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$19.6K
2,599
+7%
增持
UTF
COHEN & STEERS INFRASTRUCTURE COM
-$18.1K
8,948
+0%
减持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$17.9K
5,839
-3%
增持
BMO
BANK MONTREAL QUE COM
-$16.5K
3,705
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$15.5K
685
+3%
增持
VTV
VANGUARD VALUE ETF
-$13.3K
1,665
+0%
增持
KEY
KEYCORP COM
-$13.3K
15,307
+2%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$13.3K
8,020
+5%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$12.7K
1,168
+1%
