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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 17
增持 65
减持 51
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
—
ACTIVISION BLIZZARD INC
+$1.3M
14,412
减持
GLD
SPDR GOLD TR
-$1.3M
7,957
-46%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$709.2K
78,141
-15%
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。
增持
MSFT
MICROSOFT CORP
-$650.3K
42,107
+3%
增持
AAPL
APPLE INC
-$543.2K
59,582
+8%
建仓
TXRH
TEXAS ROADHOUSE INC
+$480.5K
5,000
建仓
TBIL
RBB FD INC
+$472.8K
9,443
清仓
—
ROYAL CARIBBEAN GROUP
-$472.7K
0
-100%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$466.7K
9,944
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$456.9K
15,818
-32%
建仓
LMT
LOCKHEED MARTIN CORP
+$447.9K
1,095
减持
KMB
KIMBERLY-CLARK CORP
-$424.0K
24,063
-0%
建仓
ADBE
ADOBE INC
+$406.4K
797
清仓
TRP
TC ENERGY CORP
-$343.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$336.3K
10,871
+14%
建仓
CPRT
COPART INC
+$329.9K
7,656
建仓
IEUR
ISHARES TR
+$306.9K
6,181
建仓
KLAC
KLA CORP
+$304.6K
664
增持
AMGN
AMGEN INC
+$302.0K
6,141
+1%
清仓
GM
GENERAL MTRS CO
-$299.3K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$297.1K
26,001
-1%
减持
MRK
MERCK & CO INC
-$279.8K
21,019
-1%
增持
GOOGL
ALPHABET INC
+$274.3K
4,059
+89%
清仓
DGRO
ISHARES TR
-$274.2K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$270.4K
2,056
+76%
增持
AN
AUTONATION INC
+$268.6K
3,405
+127%
建仓
HCA
HCA HEALTHCARE INC
+$267.6K
1,088
建仓
MCK
MCKESSON CORP
+$266.1K
612
清仓
OXY
OCCIDENTAL PETE CORP
-$265.1K
0
-100%
增持
META
META PLATFORMS INC
+$264.0K
3,987
+23%
减持
PFE
PFIZER INC
-$263.5K
49,229
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
-$263.1K
58,616
+1%
增持
HSY
HERSHEY CO
+$252.3K
3,561
+93%
清仓
IEF
ISHARES TR
-$251.7K
0
-100%
清仓
WPC
WP CAREY INC
-$247.2K
0
-100%
建仓
TSCO
TRACTOR SUPPLY CO
+$243.7K
1,200
清仓
HYG
ISHARES TR
-$242.8K
0
-100%
增持
—
EXXON MOBIL CORP
+$234.5K
19,667
+2%
建仓
SPYM
SPDR SER TR
+$234.4K
4,664
增持
GE
GENERAL ELECTRIC CO
+$234.2K
6,042
+53%
建仓
DECK
DECKERS OUTDOOR CORP
+$231.3K
450
增持
—
MEDTRONIC PLC
+$231.2K
7,509
+85%
减持
NEM
NEWMONT CORP
-$231.1K
29,566
-5%
建仓
GD
GENERAL DYNAMICS CORP
+$227.9K
1,031
清仓
FEZ
SPDR INDEX SHS FDS
-$225.6K
0
-100%
减持
DAL
DELTA AIR LINES INC DEL
-$224.8K
7,811
-28%
清仓
GLW
CORNING INC
-$222.7K
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$215.1K
2,477
清仓
AMD
ADVANCED MICRO DEVICES INC
-$214.8K
0
-100%
清仓
CWST
CASELLA WASTE SYS INC
-$214.4K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$213.3K
37,047
+0%
清仓
BIL
SPDR SER TR
-$212.9K
0
-100%
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$212.6K
0
-100%
清仓
WYNN
WYNN RESORTS LTD
-$209.9K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$207.1K
0
-100%
增持
EWJ
ISHARES INC
+$202.9K
8,051
+76%
建仓
—
LOGITECH INTL S A
+$201.7K
2,925
清仓
VOO
VANGUARD INDEX FDS
-$201.4K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$190.3K
24,613
+15%
减持
SCHV
SCHWAB STRATEGIC TR
-$188.4K
6,585
-28%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$188.2K
3,608
+67%
增持
PH
PARKER-HANNIFIN CORP
+$184.4K
993
+91%
减持
—
BARRICK GOLD CORP
-$176.6K
60,155
-3%
增持
ABBV
ABBVIE INC
+$173.0K
10,440
+2%
减持
T
AT&T INC
-$155.1K
71,842
-7%
减持
F
FORD MTR CO DEL
-$145.6K
37,406
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$144.5K
24,951
-1%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$138.2K
6,228
+31%
增持
LQD
ISHARES TR
+$137.0K
5,596
+39%
增持
GOOG
ALPHABET INC
+$135.9K
3,173
+36%
减持
RTX
RTX CORPORATION
-$132.7K
3,531
-11%
减持
KO
COCA COLA CO
-$130.1K
30,343
-0%
增持
AMZN
AMAZON COM INC
+$128.4K
7,861
+18%
减持
SCHG
SCHWAB STRATEGIC TR
-$124.0K
33,893
-2%
减持
BND
VANGUARD BD INDEX FDS
-$121.4K
4,552
-25%
减持
C
CITIGROUP INC
-$121.0K
7,368
-20%
增持
IEFA
ISHARES TR
+$115.3K
14,064
+20%
增持
NVDA
NVIDIA CORPORATION
+$114.1K
840
+41%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$111.6K
55,120
+11%
增持
CRM
SALESFORCE INC
+$110.9K
2,519
+33%
减持
TIP
ISHARES TR
-$107.3K
8,835
-7%
增持
BA
BOEING CO
-$100.9K
5,850
+1%
减持
LTCH
LATCH INC
-$96.7K
14,000
-82%
减持
PSA
PUBLIC STORAGE
-$95.6K
2,828
-2%
增持
INTC
INTEL CORP
+$93.5K
32,453
+2%
增持
BX
BLACKSTONE INC
+$91.4K
6,409
+0%
增持
XGDVX
GABELLI DIVID & INCOME TR
-$89.8K
98,164
+4%
减持
XLU
SELECT SECTOR SPDR TR
-$89.6K
9,051
-5%
增持
—
CARNIVAL CORP
-$89.3K
52,010
+22%
减持
CAT
CATERPILLAR INC
-$88.9K
6,522
-14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$86.4K
3,680
+4%
减持
ENB
ENBRIDGE INC
-$83.9K
20,219
-1%
减持
GDX
VANECK ETF TRUST
-$82.5K
9,440
-16%
减持
MPC
MARATHON PETE CORP
+$80.9K
3,084
-7%
减持
BAC
BANK AMERICA CORP
-$79.9K
15,227
-12%
增持
FTNT
FORTINET INC
-$79.5K
7,662
+9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$78.4K
63,481
+6%
减持
SO
SOUTHERN CO
-$78.1K
10,883
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$77.4K
2,467
+36%
减持
VV
VANGUARD INDEX FDS
-$74.6K
4,800
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$71.3K
25,227
-1%
减持
DIS
DISNEY WALT CO
-$69.7K
8,407
-0%
减持
XLSR
SSGA ACTIVE TR
-$69.6K
12,235
-8%
增持
DE
DEERE & CO
+$68.6K
1,489
+22%
增持
OKE
ONEOK INC NEW
+$65.3K
25,491
+1%
增持
HD
HOME DEPOT INC
-$64.7K
7,680
+0%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$64.6K
7,516
-13%
增持
AXON
AXON ENTERPRISE INC
+$64.1K
1,793
+20%
减持
LLY
ELI LILLY & CO
+$63.4K
1,204
-3%
增持
ORCL
ORACLE CORP
-$62.9K
5,031
+1%
减持
AVUS
AMERICAN CENTY ETF TR
-$60.0K
30,311
-0%
减持
VNQ
VANGUARD INDEX FDS
-$57.8K
4,676
-5%
增持
XLE
SELECT SECTOR SPDR TR
+$55.2K
4,772
+3%
增持
DPZ
DOMINOS PIZZA INC
+$53.1K
825
+7%
增持
ISRG
INTUITIVE SURGICAL INC
+$53.1K
1,548
+33%
增持
MO
ALTRIA GROUP INC
-$52.4K
22,890
+2%
增持
DON
WISDOMTREE TR
-$52.3K
58,219
+0%
减持
VB
VANGUARD INDEX FDS
-$51.6K
5,173
-0%
增持
VBK
VANGUARD INDEX FDS
+$50.3K
1,238
+32%
增持
TSLA
TESLA INC
+$48.4K
2,857
+12%
增持
MGV
VANGUARD WORLD FD
+$47.5K
3,072
+21%
减持
VYM
VANGUARD WHITEHALL FDS
-$45.2K
15,767
-0%
增持
UPS
UNITED PARCEL SERVICE INC
-$43.4K
2,523
+4%
减持
BSX
BOSTON SCIENTIFIC CORP
-$43.0K
6,131
-10%
增持
HON
HONEYWELL INTL INC
-$43.0K
1,991
+1%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$41.2K
9,327
-4%
增持
COP
CONOCOPHILLIPS
+$41.2K
2,394
+1%
增持
O
REALTY INCOME CORP
-$40.7K
4,222
+0%
增持
DGRW
WISDOMTREE TR
-$40.3K
12,771
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$40.0K
7,734
+8%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$38.9K
9,526
+23%
减持
LOW
LOWES COS INC
-$38.1K
1,966
-1%
增持
STZ
CONSTELLATION BRANDS INC
+$37.6K
2,096
+5%
减持
SRVR
PACER FDS TR
-$37.3K
9,569
-2%
增持
BNS
BANK NOVA SCOTIA HALIFAX
-$37.2K
8,421
+0%
减持
SBUX
STARBUCKS CORP
-$36.8K
3,629
-2%
增持
WMT
WALMART INC
+$36.6K
3,666
+5%
增持
MGK
VANGUARD WORLD FD
+$36.2K
1,738
+14%
减持
COST
COSTCO WHSL CORP NEW
+$35.5K
1,537
-1%
增持
CVS
CVS HEALTH CORP
+$34.5K
13,455
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$34.4K
6,174
+1%
减持
QCOM
QUALCOMM INC
-$33.3K
2,778
-3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$33.0K
12,758
+6%
减持
CL
COLGATE PALMOLIVE CO
-$32.6K
3,556
-4%
增持
GGZ
GABELLI GLOBAL SMALL & MID C
+$31.9K
33,553
+27%
减持
DUK
DUKE ENERGY CORP NEW
-$31.8K
4,835
-5%
增持
MET
METLIFE INC
+$30.0K
4,673
+0%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$29.5K
24,824
-5%
减持
V
VISA INC
-$29.4K
2,161
-3%
减持
MTUM
ISHARES TR
-$29.1K
5,243
-1%
