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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 20
增持 65
减持 53
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
PG
PROCTER AND GAMBLE CO COM
+$965.9K
37,218
+1%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$912.6K
24,289
+203%
减持
SPY
SPDR S&P 500 ETF TRUST
-$783.5K
1,009
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。
-69%
增持
CAT
CATERPILLAR INC COM
+$519.4K
6,700
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$517.7K
24,491
-1%
建仓
AIG
AMERICAN INTL GROUP INC COM NEW
+$505.1K
7,987
减持
MRK
MERCK & CO INC COM
+$443.0K
22,306
-5%
减持
—
EXXON MOBIL CORP COM
+$428.3K
20,682
-3%
减持
KMB
KIMBERLY-CLARK CORP COM
+$426.2K
24,129
-5%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$413.9K
3,506
-55%
建仓
UUP
INVESCO DB US DOLLAR INDEX BULLISH FUND
+$409.9K
14,740
清仓
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
-$405.0K
0
-100%
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$404.0K
0
-100%
增持
OKE
ONEOK INC NEW COM
+$389.5K
26,926
+0%
减持
BA
BOEING CO COM
+$383.4K
5,723
-2%
清仓
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$370.4K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$370.3K
27,003
+0%
增持
MSFT
MICROSOFT CORP COM
+$366.2K
41,752
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$351.2K
16,144
+10%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$350.9K
116,803
-6%
增持
HD
HOME DEPOT INC COM
+$349.4K
8,343
+1%
减持
PFE
PFIZER INC COM
+$344.7K
51,269
-2%
减持
CVX
CHEVRON CORP NEW COM
+$336.8K
10,207
-2%
清仓
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$278.5K
0
-100%
减持
ABBV
ABBVIE INC COM
+$278.0K
10,469
-1%
增持
KO
COCA COLA CO COM
+$257.4K
32,065
+1%
减持
VV
VANGUARD LARGE-CAP ETF
-$253.1K
5,041
-27%
建仓
AXON
AXON ENTERPRISE INC COM
+$248.9K
1,500
增持
XGDVX
GABELLI DIVID & INCOME TR COM
+$248.8K
108,720
+2%
建仓
WYNN
WYNN RESORTS LTD COM
+$245.4K
2,976
增持
DE
DEERE & CO COM
+$245.4K
2,331
+3%
建仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$241.3K
2,157
减持
T
AT&T INC COM
+$241.1K
81,979
-1%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$234.5K
22,438
+6%
清仓
EDV
VANGUARD EXTENDED DURATION TREASURY ETF
-$232.8K
0
-100%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$231.8K
3,506
-49%
建仓
LVS
LAS VEGAS SANDS CORP COM
+$226.4K
4,709
清仓
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$225.3K
0
-100%
增持
KMI
KINDER MORGAN INC DEL COM
+$224.3K
52,844
+20%
清仓
WSM
WILLIAMS SONOMA INC COM
-$222.3K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP COM
+$221.2K
4,474
建仓
GD
GENERAL DYNAMICS CORP COM
+$220.7K
889
减持
AMZN
AMAZON COM INC COM
-$220.1K
6,540
-4%
建仓
MBB
ISHARES MBS ETF
+$219.5K
2,367
建仓
VLO
VALERO ENERGY CORP COM
+$216.8K
1,709
建仓
VOE
VANGUARD MID-CAP VALUE ETF
+$216.2K
1,599
建仓
VOO
VANGUARD S&P 500 ETF
+$212.9K
606
增持
AAPL
APPLE INC COM
-$211.7K
55,007
+3%
建仓
GLW
CORNING INC COM
+$211.3K
6,617
建仓
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$210.8K
2,800
建仓
IVV
ISHARES CORE S&P 500 ETF
+$210.3K
547
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$209.1K
949
建仓
KMLM
KFA MOUNT LUCAS INDEX STRATEGY ETF
+$207.6K
6,795
建仓
YUM
YUM BRANDS INC COM
+$205.4K
1,604
建仓
ABT
ABBOTT LABS COM
+$204.3K
1,861
增持
AMGN
AMGEN INC COM
+$202.4K
5,376
+0%
清仓
XNIEX
VIRTUS EQUITY & CONV INCM FD COM
-$200.9K
0
-100%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$189.1K
12,196
+14%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$185.5K
4,799
-29%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$176.7K
41,748
+5%
清仓
NVG
NUVEEN AMT FREE MUN CR INC FD COM
-$172.6K
0
-100%
增持
NKE
NIKE INC CL B
+$169.0K
3,522
+20%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$166.8K
5,022
+22%
增持
FEZ
SPDR EURO STOXX 50 ETF
+$164.8K
10,997
+30%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$164.5K
3,738
+44%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$162.4K
3,507
+2%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$160.6K
26,623
-24%
增持
CSCO
CISCO SYS INC COM
+$159.7K
20,550
+0%
减持
GLD
SPDR GOLD SHARES
-$158.5K
7,873
-18%
增持
V
VISA INC COM CL A
+$156.4K
2,208
+30%
增持
BAC
BANK AMERICA CORP COM
+$153.2K
20,696
+17%
减持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$153.0K
56,488
-2%
减持
META
META PLATFORMS INC CL A
-$146.2K
3,296
-18%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$144.0K
3,068
-33%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$140.2K
45,936
+4%
减持
AVUS
AVANTIS U.S. EQUITY ETF
+$139.5K
30,079
-2%
增持
ORCL
ORACLE CORP COM
+$139.1K
5,314
+10%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$131.5K
18,200
-3%
增持
MCD
MCDONALDS CORP COM
+$123.7K
2,782
+5%
减持
VB
VANGUARD SMALL-CAP ETF
-$117.0K
5,220
-17%
减持
JPM
JPMORGAN CHASE & CO COM
+$116.9K
4,065
-1%
增持
HON
HONEYWELL INTL INC COM
+$111.0K
1,965
+6%
清仓
—
ALAUNOS THERAPEUTICS INC COM
-$98.0K
0
-100%
清仓
VGM
INVESCO TR INVT GRADE MUNS COM
-$97.1K
0
-100%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$95.0K
13,500
-1%
增持
EMR
EMERSON ELEC CO COM
+$94.6K
4,140
+0%
减持
MO
ALTRIA GROUP INC COM
+$89.0K
19,488
-2%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$88.9K
3,906
+5%
增持
TSLA
TESLA INC COM
-$83.0K
2,132
+64%
增持
—
BARRICK GOLD CORP COM
+$82.7K
21,983
+16%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$82.6K
7,316
-4%
减持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$79.0K
13,305
-1%
减持
SRVR
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF
-$75.9K
10,047
-22%
增持
BX
BLACKSTONE INC COM
-$75.7K
8,582
+1%
减持
DIS
DISNEY WALT CO COM
-$75.0K
9,025
-1%
增持
PEP
PEPSICO INC COM
+$69.2K
3,584
+1%
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
+$65.8K
21,894
+4%
增持
GGZ
GABELLI GLOBAL SMALL & MID CAP COM
+$63.4K
27,384
+7%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$61.7K
5,677
-6%
增持
MDLZ
MONDELEZ INTL INC CL A
+$61.1K
4,223
+5%
增持
VTV
VANGUARD VALUE ETF
+$59.1K
1,885
+13%
减持
—
BLACKROCK INC COM
+$58.9K
379
-1%
清仓
XCXEX
MFS HIGH INCOME MUN TR SH BEN INT
-$58.2K
0
-100%
增持
ADM
ARCHER DANIELS MIDLAND CO COM
+$57.0K
3,741
+4%
增持
MPC
MARATHON PETE CORP COM
+$56.6K
3,306
+0%
增持
MET
METLIFE INC COM
+$55.7K
4,663
+1%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$54.8K
12,945
-16%
增持
TXRH
TEXAS ROADHOUSE INC COM
+$54.7K
3,000
+20%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$52.6K
5,250
+0%
增持
VOOV
VANGUARD S&P 500 VALUE ETF
+$50.2K
3,085
+0%
增持
—
SOUTH JERSEY INDS INC COM
+$48.4K
14,438
+4%
减持
XLSR
SPDR SSGA U.S. SECTOR ROTATION ETF
-$48.3K
13,592
-15%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$46.9K
716
+5%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$46.8K
14,110
+6%
减持
PM
PHILIP MORRIS INTL INC COM
+$46.3K
3,033
-3%
增持
WMT
WALMART INC COM
+$45.9K
3,517
+1%
增持
ENB
ENBRIDGE INC COM
+$43.1K
21,200
+0%
减持
SBUX
STARBUCKS CORP COM
+$42.9K
4,108
-5%
增持
XSVM
INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF
+$42.2K
9,230
+0%
减持
WPM
WHEATON PRECIOUS METALS CORP COM
+$41.2K
7,917
-4%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$40.8K
7,519
-0%
减持
GILD
GILEAD SCIENCES INC COM
+$39.6K
2,899
-15%
增持
AXP
AMERICAN EXPRESS CO COM
+$39.4K
2,257
+4%
增持
SO
SOUTHERN CO COM
+$38.0K
11,042
+0%
减持
GIS
GENERAL MLS INC COM
-$37.8K
5,309
-16%
减持
COP
CONOCOPHILLIPS COM
+$36.9K
2,390
-0%
增持
—
CARNIVAL CORP COMMON STOCK
+$35.9K
13,851
+29%
增持
XFOFX
COHEN & STEERS CLOSED-END OPPO COM
+$34.9K
47,437
+0%
减持
DAL
DELTA AIR LINES INC DEL COM NEW
+$34.5K
10,696
-5%
增持
DOW
DOW INC COM
+$34.1K
5,208
+0%
增持
MMM
3M CO COM
+$33.8K
2,848
+2%
增持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
+$32.6K
62,683
+2%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$32.0K
2,428
+1%
减持
F
FORD MTR CO DEL COM
-$31.8K
40,635
-10%
增持
O
REALTY INCOME CORP COM
+$31.3K
4,061
+4%
增持
WPC
WP CAREY INC COM
+$30.6K
3,657
+0%
减持
TJX
TJX COS INC NEW COM
-$30.3K
3,600
-29%
减持
NEM
NEWMONT CORP COM
+$28.9K
14,212
-7%
增持
LOW
LOWES COS INC COM
+$28.6K
2,094
+1%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF
-$28.0K
4,537
-6%
减持
TD
TORONTO DOMINION BK ONT COM NEW
+$26.9K
14,566
-3%
建仓
DNA
GINKGO BIOWORKS HOLDINGS INC CL A SHS
+$25.4K
15,000
减持
—
MEDTRONIC PLC SHS
-$24.5K
3,812
-4%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$23.4K
19,592
+4%
减持
C
CITIGROUP INC COM NEW
+$21.3K
9,144
-3%
增持
HSY
HERSHEY CO COM
+$21.0K
1,876
+0%
减持
CL
COLGATE PALMOLIVE CO COM
+$20.9K
4,061
-5%
增持
MOS
MOSAIC CO NEW COM
-$20.7K
4,774
+0%
减持
HEQ
JOHN HANCOCK HEDGED EQUITY & I COM
-$20.5K
12,273
-11%
减持
KEY
KEYCORP COM
+$19.4K
15,190
-1%
