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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 23
增持 60
减持 56
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$2.1M
40,951
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8M
60,033
+114%
增持
AAPL
APPLE INC
+$1.6M
55,392
+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。
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.4M
92,348
-23%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$1.4M
23,199
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$1.1M
0
-100%
增持
GLD
SPDR GOLD TR
+$923.0K
14,808
+58%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$843.0K
0
-100%
增持
—
CARNIVAL CORP
+$642.0K
42,640
+169%
建仓
XLU
SELECT SECTOR SPDR TR
+$623.0K
9,520
增持
NEM
NEWMONT CORP
+$591.5K
31,027
+108%
增持
SCHG
SCHWAB STRATEGIC TR
+$556.0K
34,539
+11%
增持
—
BARRICK GOLD CORP
+$528.1K
62,129
+120%
建仓
VHT
VANGUARD WORLD FDS
+$453.1K
1,851
建仓
BND
VANGUARD BD INDEX FDS
+$439.1K
6,041
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$400.4K
8,595
建仓
GDX
VANECK ETF TRUST
+$336.5K
11,175
增持
JNJ
JOHNSON & JOHNSON
+$298.9K
26,261
+1%
建仓
GOOG
ALPHABET INC
+$282.5K
2,335
建仓
EWJ
ISHARES INC
+$282.4K
4,563
建仓
XLI
SELECT SECTOR SPDR TR
+$272.3K
2,537
增持
META
META PLATFORMS INC
+$265.1K
3,251
+3%
减持
FEZ
SPDR INDEX SHS FDS
-$257.4K
4,907
-54%
建仓
IEF
ISHARES TR
+$251.7K
2,606
建仓
NVDA
NVIDIA CORPORATION
+$251.3K
594
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$250.2K
49,830
+13%
清仓
LVS
LAS VEGAS SANDS CORP
-$247.5K
0
-100%
增持
ABBV
ABBVIE INC
-$245.4K
10,266
+0%
建仓
HYG
ISHARES TR
+$242.8K
3,235
增持
ITA
ISHARES TR
+$242.7K
4,359
+89%
清仓
GILD
GILEAD SCIENCES INC
-$241.1K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$240.2K
1,810
增持
TSLA
TESLA INC
+$237.9K
2,546
+23%
清仓
VLO
VALERO ENERGY CORP
-$233.9K
0
-100%
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$230.3K
2,324
增持
CVS
CVS HEALTH CORP
+$228.0K
13,090
+44%
清仓
HDV
ISHARES TR
-$227.9K
0
-100%
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$227.0K
7,766
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$221.2K
2,694
清仓
MOS
MOSAIC CO NEW
-$220.9K
0
-100%
清仓
TGT
TARGET CORP
-$216.6K
0
-100%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$215.3K
8,444
建仓
VBK
VANGUARD INDEX FDS
+$214.8K
935
建仓
AMD
ADVANCED MICRO DEVICES INC
+$214.8K
1,886
建仓
CWST
CASELLA WASTE SYS INC
+$214.4K
2,370
建仓
IWL
ISHARES TR
+$213.3K
2,000
建仓
MKL
MARKEL GROUP INC
+$204.7K
148
增持
QUAL
ISHARES TR
+$204.6K
7,789
+14%
清仓
GD
GENERAL DYNAMICS CORP
-$203.1K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$202.4K
519
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$190.2K
25,081
+4%
增持
PFE
PFIZER INC
-$174.5K
51,703
+2%
减持
AMZN
AMAZON COM INC
+$169.3K
6,681
-2%
减持
—
ROYAL CARIBBEAN GROUP
+$155.6K
4,557
-6%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$142.5K
29,115
+19%
减持
MRK
MERCK & CO INC
+$139.6K
21,177
-2%
减持
DIS
DISNEY WALT CO
-$138.0K
8,413
-5%
减持
LLY
LILLY ELI & CO
+$137.7K
1,244
-4%
减持
MTUM
ISHARES TR
-$136.7K
5,279
-18%
增持
CAT
CATERPILLAR INC
+$134.1K
7,598
+0%
增持
AVUS
AMERICAN CENTY ETF TR
+$132.9K
30,332
+0%
减持
FLRN
SPDR SER TR
-$131.6K
11,225
-28%
减持
DAL
DELTA AIR LINES INC DEL
+$129.8K
10,808
-2%
增持
VYMI
VANGUARD WHITEHALL FDS
+$128.1K
24,169
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$119.9K
3,527
+1%
增持
MO
ALTRIA GROUP INC
+$114.6K
22,404
+11%
减持
HD
HOME DEPOT INC
+$114.3K
7,679
-0%
减持
—
EXXON MOBIL CORP
-$113.0K
19,375
-3%
增持
VIGI
VANGUARD WHITEHALL FDS
+$112.7K
4,745
+43%
减持
GM
GENERAL MTRS CO
-$106.3K
7,762
-30%
清仓
UUUU
ENERGY FUELS INC
-$105.8K
0
-100%
增持
IEFA
ISHARES TR
+$102.5K
11,699
+14%
增持
AMGN
AMGEN INC
-$101.5K
6,073
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$97.6K
21,411
+9%
减持
ORCL
ORACLE CORP
+$94.2K
5,003
-7%
增持
KMB
KIMBERLY-CLARK CORP
+$93.0K
24,135
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$84.0K
21,363
+7%
减持
PG
PROCTER AND GAMBLE CO
+$81.0K
37,017
-1%
减持
CVX
CHEVRON CORP NEW
-$80.2K
9,512
-2%
减持
KO
COCA COLA CO
-$78.3K
30,367
-1%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$77.7K
4,737
+15%
增持
VBR
VANGUARD INDEX FDS
+$76.1K
4,972
+6%
减持
VV
VANGUARD INDEX FDS
+$72.2K
5,002
-1%
减持
GIS
GENERAL MLS INC
-$70.6K
5,000
-6%
增持
LQD
ISHARES TR
+$69.9K
4,013
+21%
增持
LTCH
LATCH INC
+$68.7K
79,000
+47%
增持
DON
WISDOMTREE TR
+$65.8K
57,955
+0%
增持
MPC
MARATHON PETE CORP
-$60.1K
3,310
+0%
减持
SBUX
STARBUCKS CORP
-$59.8K
3,715
-10%
减持
COST
COSTCO WHSL CORP NEW
+$58.3K
1,547
-1%
增持
GE
GENERAL ELECTRIC CO
+$58.0K
3,949
+0%
减持
OKE
ONEOK INC NEW
-$57.4K
25,139
-1%
增持
INTC
INTEL CORP
+$56.7K
31,705
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$55.9K
7,152
-0%
增持
T
AT&T INC
-$54.3K
77,379
+16%
增持
VZ
VERIZON COMMUNICATIONS INC
-$54.1K
58,156
+2%
增持
KEY
KEYCORP
-$53.0K
16,215
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$52.5K
4,634
-10%
减持
F
FORD MTR CO DEL
+$51.4K
40,332
-9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$50.8K
688
-3%
增持
MBB
ISHARES TR
+$50.6K
5,357
+13%
减持
QCOM
QUALCOMM INC
-$49.0K
2,872
-6%
减持
JPM
JPMORGAN CHASE & CO
+$48.0K
3,812
-2%
减持
VB
VANGUARD INDEX FDS
+$47.7K
5,177
-0%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$46.0K
94,561
+1%
减持
VTI
VANGUARD INDEX FDS
+$45.8K
5,298
-4%
减持
TIP
ISHARES TR
-$45.3K
9,512
-2%
减持
MGK
VANGUARD WORLD FD
+$44.2K
1,522
-1%
增持
DGRO
ISHARES TR
+$42.7K
5,322
+15%
增持
STZ
CONSTELLATION BRANDS INC
+$42.6K
1,988
+1%
减持
DGRW
WISDOMTREE TR
+$42.4K
12,767
-2%
减持
FTNT
FORTINET INC
+$42.3K
7,000
-4%
减持
MCD
MCDONALDS CORP
+$41.0K
2,768
-1%
增持
GOOGL
ALPHABET INC
+$40.5K
2,146
+3%
减持
GGZ
GABELLI GLOBAL SMALL & MID C
-$39.9K
26,341
-14%
增持
VOE
VANGUARD INDEX FDS
+$39.7K
2,611
+9%
减持
NEE
NEXTERA ENERGY INC
-$38.9K
3,079
-11%
减持
WBD
WARNER BROS DISCOVERY INC
-$37.2K
11,624
-4%
增持
HON
HONEYWELL INTL INC
+$36.1K
1,980
+1%
增持
WPC
WP CAREY INC
-$36.1K
3,660
+0%
减持
LOW
LOWES COS INC
+$36.0K
1,979
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$34.9K
6,141
-0%
增持
TD
TORONTO DOMINION BK ONT
+$34.8K
14,201
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$34.6K
2,436
+0%
增持
WMT
WALMART INC
+$34.5K
3,497
+0%
增持
VO
VANGUARD INDEX FDS
+$33.8K
2,463
+2%
增持
—
MEDTRONIC PLC
+$33.5K
4,055
+1%
清仓
—
BERKSHIRE GREY INC
-$33.1K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$29.9K
15,784
-2%
减持
ENB
ENBRIDGE INC
-$29.6K
20,355
-1%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$29.0K
14,890
-0%
减持
XLSR
SSGA ACTIVE TR
+$28.6K
13,249
-3%
减持
WFC
WELLS FARGO CO NEW
+$28.2K
5,577
-1%
减持
BX
BLACKSTONE INC
+$28.1K
6,402
-1%
增持
—
ACCENTURE PLC IRELAND
+$27.5K
1,170
+0%
减持
CSCO
CISCO SYS INC
-$27.2K
20,368
-2%
减持
VOO
VANGUARD INDEX FDS
-$26.9K
495
-18%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$26.7K
24,068
-9%
减持
BSX
BOSTON SCIENTIFIC CORP
+$26.6K
6,780
-0%
增持
IVV
ISHARES TR
+$25.6K
621
+2%
增持
BMO
BANK MONTREAL QUE
+$23.6K
4,437
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$21.9K
25,427
-4%
减持
DE
DEERE & CO
-$20.6K
1,218
-2%
减持
VNQ
VANGUARD INDEX FDS
-$20.5K
4,926
-5%
减持
AIG
AMERICAN INTL GROUP INC
+$18.7K
7,315
-8%
增持
USMV
ISHARES TR
+$18.3K
9,576
+0%
增持
PM
PHILIP MORRIS INTL INC
+$18.0K
3,214
+6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$17.9K
2,159
+2%
增持
MGV
VANGUARD WORLD FD
+$17.1K
2,544
+4%
减持
TJX
TJX COS INC NEW
-$16.5K
2,949
-13%
