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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 10
增持 74
减持 58
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.0M
55,179
+0%
减持
MSFT
MICROSOFT CORP
+$1.8M
40,988
-2%
减持
JNJ
JOHNSON & JOHNSON
-$722.2K
26,115
-3%
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
PFE
PFIZER INC
-$556.0K
50,759
-1%
清仓
—
SOUTH JERSEY INDS INC COM
-$513.0K
0
-100%
减持
DE
DEERE & CO
-$485.5K
1,245
-47%
增持
UUP
INVESCO DB US DLR INDEX TR
+$433.1K
30,238
+105%
增持
VZ
VERIZON COMMUNICATIONS INC
+$407.1K
57,006
+24%
增持
GLD
SPDR GOLD TR
+$381.2K
9,370
+19%
减持
HD
HOME DEPOT INC
-$364.1K
7,695
-8%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$352.3K
4,130
清仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$335.8K
0
-100%
建仓
MGK
VANGUARD WORLD FD
+$314.0K
1,535
减持
XGDVX
GABELLI DIVID & INCOME TR
-$288.6K
93,896
-14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$284.7K
24,150
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$280.4K
9,316
-31%
清仓
TXRH
TEXAS ROADHOUSE INC COM
-$272.9K
0
-100%
减持
META
META PLATFORMS INC
+$271.2K
3,151
-4%
清仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$258.2K
0
-100%
清仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$256.6K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$255.2K
9,665
-5%
建仓
MGV
VANGUARD WORLD FD
+$246.9K
2,444
建仓
VIGI
VANGUARD WHITEHALL FDS
+$243.6K
3,307
清仓
CM
CANADIAN IMPERIAL BK COMM TORO COM
-$234.7K
0
-100%
增持
MBB
ISHARES TR
+$229.5K
4,740
+100%
建仓
VGT
VANGUARD WORLD FDS
+$225.1K
584
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$222.1K
20,969
-18%
减持
T
AT&T INC
-$220.8K
66,934
-18%
建仓
TGT
TARGET CORP
+$216.6K
1,308
建仓
GOOGL
ALPHABET INC
+$216.4K
2,086
建仓
LULU
LULULEMON ATHLETICA INC
+$215.2K
591
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$207.4K
28,038
+15%
建仓
ADI
ANALOG DEVICES INC
+$206.1K
1,045
清仓
ABT
ABBOTT LABS COM
-$204.3K
0
-100%
建仓
AN
AUTONATION INC
+$201.5K
1,500
减持
BAC
BANK AMERICA CORP
-$195.1K
17,145
-17%
减持
CVS
CVS HEALTH CORP
-$181.0K
9,110
-1%
减持
MRK
MERCK & CO INC
-$170.8K
21,657
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$169.5K
119,730
+3%
减持
TSLA
TESLA INC
+$166.0K
2,066
-3%
减持
PSA
PUBLIC STORAGE
-$160.8K
2,806
-22%
减持
OKE
ONEOK INC NEW
-$160.1K
25,322
-6%
增持
VO
VANGUARD INDEX FDS
+$154.9K
2,411
+39%
增持
AMZN
AMAZON COM INC
+$152.3K
6,793
+4%
减持
INTC
INTEL CORP
+$152.1K
30,717
-5%
增持
QUAL
ISHARES TR
+$147.6K
6,818
+11%
增持
—
BARRICK GOLD CORP
+$146.0K
28,201
+28%
减持
DGRO
ISHARES TR
-$144.4K
4,631
-38%
减持
LQD
ISHARES TR
-$141.9K
3,321
-31%
增持
BA
BOEING CO
+$136.2K
5,773
+1%
减持
KO
COCA COLA CO
-$132.6K
30,744
-4%
增持
CAT
CATERPILLAR INC
+$130.1K
7,583
+13%
增持
VBR
VANGUARD INDEX FDS
+$125.9K
4,700
+20%
减持
CRM
SALESFORCE INC
+$120.8K
1,893
-2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$112.4K
43,993
+5%
增持
FLRN
SPDR SER TR
+$111.7K
15,647
+30%
减持
MMM
3M CO
-$106.0K
2,242
-21%
增持
VOE
VANGUARD INDEX FDS
+$105.4K
2,399
+50%
减持
DIS
DISNEY WALT CO
+$105.1K
8,880
-2%
增持
PG
PROCTER AND GAMBLE CO
-$104.8K
37,232
+0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$104.8K
24,490
+12%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$103.4K
6,169
-16%
增持
CSCO
CISCO SYS INC
+$102.1K
20,680
+1%
增持
AVUS
AMERICAN CENTY ETF TR
+$102.0K
30,300
+1%
减持
NMAI
NUVEEN MULTI ASSET INCOME FU
-$102.0K
55,662
-14%
增持
MTUM
ISHARES TR
+$97.6K
6,460
+18%
减持
TD
TORONTO DOMINION BK ONT
-$97.5K
14,120
-3%
增持
—
ROYAL CARIBBEAN GROUP
+$96.0K
4,857
+9%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$96.0K
8,417
+6%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$94.2K
42,624
+12%
增持
KMI
KINDER MORGAN INC DEL
+$93.7K
59,914
+13%
增持
SCHD
SCHWAB STRATEGIC TR
+$92.6K
20,057
+10%
清仓
BDJ
BLACKROCK ENHANCED EQUITY DIVI COM
-$91.4K
0
-100%
减持
—
EXXON MOBIL CORP
-$90.3K
19,979
-3%
增持
F
FORD MTR CO DEL
+$86.3K
44,353
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$78.8K
26,480
-1%
减持
AGG
ISHARES TR
-$78.0K
2,204
-28%
增持
VNQ
VANGUARD INDEX FDS
+$77.9K
5,203
+21%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$75.0K
2,110
+30%
减持
DUK
DUKE ENERGY CORP NEW
-$72.0K
4,859
-7%
减持
BX
BLACKSTONE INC
-$69.6K
6,456
-25%
增持
COST
COSTCO WHSL CORP NEW
+$68.4K
1,559
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$68.0K
5,175
-9%
增持
ORCL
ORACLE CORP
+$67.2K
5,398
+2%
增持
MET
METLIFE INC
-$67.1K
4,666
+0%
减持
IEFA
ISHARES TR
-$64.6K
10,279
-16%
增持
VV
VANGUARD INDEX FDS
+$63.7K
5,042
+0%
减持
ABBV
ABBVIE INC
-$63.3K
10,219
-2%
增持
VYMI
VANGUARD WHITEHALL FDS
+$62.7K
22,588
+1%
增持
KEY
KEYCORP
-$61.8K
16,202
+7%
增持
NEM
NEWMONT CORP
+$61.3K
14,936
+5%
增持
MPC
MARATHON PETE CORP
+$61.2K
3,308
+0%
减持
WBD
WARNER BROS DISCOVERY INC
+$60.2K
12,116
-6%
减持
FEZ
SPDR INDEX SHS FDS
+$57.4K
10,758
-2%
增持
QCOM
QUALCOMM INC
+$54.6K
3,064
+0%
减持
SCHG
SCHWAB STRATEGIC TR
-$52.3K
31,191
-17%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$51.9K
19,706
+1%
增持
MCD
MCDONALDS CORP
+$51.7K
2,807
+1%
增持
—
CARNIVAL CORP
+$49.2K
15,851
+14%
增持
UPS
UNITED PARCEL SERVICE INC
+$49.2K
2,430
+0%
增持
GGZ
GABELLI GLOBAL SMALL & MID C
+$48.3K
30,534
+12%
减持
COP
CONOCOPHILLIPS
-$47.4K
2,365
-1%
增持
DON
WISDOMTREE TR
+$47.3K
57,862
+2%
增持
GM
GENERAL MTRS CO
+$46.9K
11,057
+4%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$46.9K
25,937
+9%
减持
HON
HONEYWELL INTL INC
-$46.3K
1,961
-0%
减持
GE
GENERAL ELECTRIC CO
-$45.0K
3,931
-22%
增持
TIP
ISHARES TR
+$45.0K
9,696
+1%
减持
ENB
ENBRIDGE INC
-$43.1K
20,597
-3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$43.1K
64,377
+3%
增持
VYM
VANGUARD WHITEHALL FDS
-$42.8K
16,153
+0%
增持
BMO
BANK MONTREAL QUE
+$41.5K
4,232
+14%
增持
V
VISA INC
+$41.1K
2,217
+0%
增持
IVV
ISHARES TR
+$41.0K
611
+12%
减持
JPM
JPMORGAN CHASE & CO
-$38.7K
3,886
-4%
增持
AMGN
AMGEN INC
+$37.9K
5,998
+12%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$37.6K
3,201
+4%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$36.6K
3,901
+4%
增持
KMB
KIMBERLY-CLARK CORP
-$36.6K
24,132
+0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$36.4K
14,915
+6%
减持
HSY
HERSHEY CO
+$35.4K
1,847
-2%
增持
USMV
ISHARES TR
+$34.1K
9,533
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$33.0K
862
-15%
减持
BNS
BANK NOVA SCOTIA HALIFAX
-$32.8K
8,409
-10%
增持
DAL
DELTA AIR LINES INC DEL
+$32.5K
10,996
+3%
减持
LLY
LILLY ELI & CO
-$30.5K
1,298
-0%
增持
NKE
NIKE INC
+$28.3K
3,591
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$27.6K
66,182
+2%
增持
—
MEDTRONIC PLC
+$27.5K
4,016
+5%
增持
BSX
BOSTON SCIENTIFIC CORP
+$27.0K
6,798
+0%
增持
—
ACCENTURE PLC IRELAND
+$24.5K
1,167
+1%
增持
ITA
ISHARES TR
+$24.5K
2,310
+7%
减持
WYNN
WYNN RESORTS LTD
-$24.3K
1,976
-34%
减持
VB
VANGUARD INDEX FDS
+$23.8K
5,180
-1%
增持
GLW
CORNING INC
+$22.4K
6,624
+0%
减持
VTI
VANGUARD INDEX FDS
+$22.1K
5,494
-4%
减持
LVS
LAS VEGAS SANDS CORP
+$21.2K
4,309
-8%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$20.8K
11,699
+0%
减持
TJX
TJX COS INC NEW
-$20.0K
3,402
-6%
减持
AXP
AMERICAN EXPRESS CO
+$19.9K
2,142
-5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$18.4K
109,082
+0%
减持
CL
COLGATE PALMOLIVE CO
-$18.2K
4,015
-1%
增持
GD
GENERAL DYNAMICS CORP
-$17.6K
890
+0%
增持
XLSR
SSGA ACTIVE TR
+$17.1K
13,597
+0%
减持
VLO
VALERO ENERGY CORP
+$17.0K
1,675
-2%
减持
WMT
WALMART INC
+$16.6K
3,494
-1%
增持
C
CITIGROUP INC
+$16.6K
9,174
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$15.5K
711
-1%
增持
VOO
VANGUARD INDEX FDS
+$15.4K
607
+0%
增持
CGCP
CAPITAL GROUP FIXED INCOME E
+$15.3K
17,071
+2%
