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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 24
增持 48
减持 55
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.3M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.8M
40,075
-5%
清仓
—
ACTIVISION BLIZZARD INC
-$1.3M
0
-100%
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
VGIT
VANGUARD SCOTTSDALE FDS
-$904.0K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$889.3K
60,358
-23%
增持
GLD
SPDR GOLD TR
+$586.5K
10,204
+28%
增持
SCHG
SCHWAB STRATEGIC TR
+$559.0K
36,447
+8%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$515.1K
25,399
清仓
TXRH
TEXAS ROADHOUSE INC
-$480.5K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$452.5K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$445.3K
24,127
-3%
清仓
SCHV
SCHWAB STRATEGIC TR
-$424.5K
0
-100%
清仓
ADBE
ADOBE INC
-$406.4K
0
-100%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$402.9K
61,172
+48%
减持
INTC
INTEL CORP
+$388.2K
30,685
-5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$386.3K
83,837
+27%
减持
CAT
CATERPILLAR INC
-$383.3K
4,726
-28%
建仓
NVG
NUVEEN AMT FREE MUN CR INC F
+$380.6K
32,196
减持
CVX
CHEVRON CORP NEW
-$370.4K
9,805
-10%
增持
HD
HOME DEPOT INC
+$366.0K
7,753
+1%
减持
—
EXXON MOBIL CORP
-$353.2K
19,596
-0%
增持
IEFA
ISHARES TR
+$348.2K
17,814
+27%
建仓
SCHQ
SCHWAB STRATEGIC TR
+$332.5K
9,479
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$329.9K
40,862
+65%
清仓
CPRT
COPART INC
-$329.9K
0
-100%
建仓
FLTR
VANECK ETF TRUST
+$324.8K
12,914
增持
VZ
VERIZON COMMUNICATIONS INC
+$323.1K
58,962
+1%
清仓
BND
VANGUARD BD INDEX FDS
-$317.7K
0
-100%
清仓
DPZ
DOMINOS PIZZA INC
-$312.6K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$312.2K
13,352
+48%
清仓
IEUR
ISHARES TR
-$306.9K
0
-100%
清仓
KLAC
KLA CORP
-$304.6K
0
-100%
建仓
NZF
NUVEEN MUNICIPAL CREDIT INC
+$297.7K
25,189
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$296.7K
26,972
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$295.6K
58,802
+7%
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$291.0K
25,419
建仓
CM
CANADIAN IMPERIAL BK COMM TO
+$274.3K
5,698
增持
QUAL
ISHARES TR
+$269.7K
8,953
+13%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$269.1K
56,946
-10%
清仓
MCK
MCKESSON CORP
-$266.1K
0
-100%
减持
AN
AUTONATION INC
-$265.9K
1,662
-51%
减持
JNJ
JOHNSON & JOHNSON
-$264.9K
24,147
-7%
减持
PFE
PFIZER INC
-$261.8K
47,625
-3%
建仓
LVS
LAS VEGAS SANDS CORP
+$257.2K
5,227
清仓
GDX
VANECK ETF TRUST
-$254.0K
0
-100%
建仓
MDYV
SPDR SER TR
+$250.9K
3,419
减持
CRM
SALESFORCE INC
-$247.7K
1,000
-60%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$245.5K
4,429
-55%
清仓
TSCO
TRACTOR SUPPLY CO
-$243.7K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$237.0K
6,419
建仓
IWY
ISHARES TR
+$235.1K
1,342
减持
BA
BOEING CO
+$232.3K
5,193
-11%
清仓
DECK
DECKERS OUTDOOR CORP
-$231.3K
0
-100%
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$226.6K
4,000
减持
STZ
CONSTELLATION BRANDS INC
-$224.0K
1,252
-40%
减持
AMGN
AMGEN INC
-$221.8K
4,960
-19%
清仓
KMLM
KRANESHARES TR
-$221.3K
0
-100%
建仓
VOT
VANGUARD INDEX FDS
+$221.1K
1,007
增持
XGDVX
GABELLI DIVID & INCOME TR
+$218.0K
98,260
+0%
建仓
OSK
OSHKOSH CORP
+$216.8K
2,000
建仓
VOO
VANGUARD INDEX FDS
+$216.4K
495
建仓
ABT
ABBOTT LABS
+$215.1K
1,954
清仓
CAH
CARDINAL HEALTH INC
-$215.1K
0
-100%
建仓
IWV
ISHARES TR
+$214.3K
783
清仓
NEE
NEXTERA ENERGY INC
-$211.4K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$210.9K
1,062
建仓
GILD
GILEAD SCIENCES INC
+$209.2K
2,583
清仓
AGG
ISHARES TR
-$205.8K
0
-100%
建仓
TOL
TOLL BROTHERS INC
+$205.6K
2,000
减持
GOOGL
ALPHABET INC
-$204.6K
2,338
-42%
建仓
ICF
ISHARES TR
+$204.5K
3,482
建仓
CWST
CASELLA WASTE SYS INC
+$203.4K
2,380
清仓
MKL
MARKEL GROUP INC
-$203.2K
0
-100%
清仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$202.1K
0
-100%
减持
DON
WISDOMTREE TR
+$192.6K
56,409
-3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$186.3K
71,158
+13%
减持
AAPL
APPLE INC
+$186.0K
53,951
-9%
增持
VTI
VANGUARD INDEX FDS
+$183.9K
5,649
+4%
增持
MGV
VANGUARD WORLD FD
+$181.3K
4,506
+47%
减持
—
ACCENTURE PLC IRELAND
-$175.2K
1,300
-37%
增持
TBIL
RBB FD INC
+$164.3K
12,777
+35%
增持
LQD
ISHARES TR
+$162.8K
6,629
+18%
减持
META
META PLATFORMS INC
-$162.1K
2,924
-27%
增持
BAC
BANK AMERICA CORP
+$156.1K
17,018
+12%
减持
GE
GENERAL ELECTRIC CO
-$155.8K
4,013
-34%
增持
SCHD
SCHWAB STRATEGIC TR
+$153.8K
24,898
+1%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$152.4K
33,701
+8%
增持
VGT
VANGUARD WORLD FDS
+$150.3K
811
+39%
减持
AVUS
AMERICAN CENTY ETF TR
+$150.3K
29,073
-4%
增持
VB
VANGUARD INDEX FDS
+$147.7K
5,277
+2%
减持
CSCO
CISCO SYS INC
-$140.0K
18,293
-8%
减持
COST
COSTCO WHSL CORP NEW
+$139.6K
1,527
-1%
减持
NVDA
NVIDIA CORPORATION
-$128.7K
478
-43%
增持
BMO
BANK MONTREAL QUE
+$122.1K
5,022
+13%
增持
VBR
VANGUARD INDEX FDS
+$119.8K
5,281
+1%
减持
PH
PARKER-HANNIFIN CORP
-$119.6K
580
-42%
减持
USMV
ISHARES TR
-$113.1K
7,628
-22%
减持
OKE
ONEOK INC NEW
+$112.1K
24,622
-3%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$109.9K
4,797
-36%
清仓
MMU
WESTERN ASSET MANAGED MUNS F
-$109.5K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$106.0K
25,237
+0%
增持
IVV
ISHARES TR
+$104.4K
775
+25%
减持
VV
VANGUARD INDEX FDS
+$104.0K
4,783
-0%
减持
HSY
HERSHEY CO
-$101.9K
3,275
-8%
增持
V
VISA INC
+$101.4K
2,299
+6%
减持
—
CARNIVAL CORP
+$101.1K
43,941
-16%
增持
MMM
3M CO
+$101.0K
2,834
+27%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$100.6K
3,436
+7%
增持
VBK
VANGUARD INDEX FDS
+$99.3K
1,508
+22%
增持
QQQ
INVESCO QQQ TR
+$96.5K
1,210
+9%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$95.9K
3,848
+7%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$95.5K
11,754
+23%
减持
MBB
ISHARES TR
-$94.7K
4,450
-23%
增持
MGK
VANGUARD WORLD FD
+$89.1K
1,863
+7%
减持
TSLA
TESLA INC
-$88.2K
2,522
-12%
增持
DGRW
WISDOMTREE TR
+$87.0K
12,774
+0%
减持
MRK
MERCK & CO INC
+$83.5K
20,614
-2%
减持
MO
ALTRIA GROUP INC
-$83.0K
21,803
-5%
减持
AXP
AMERICAN EXPRESS CO
+$79.3K
2,129
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$78.6K
5,630
+9%
增持
VOE
VANGUARD INDEX FDS
+$77.7K
3,022
+10%
减持
AMZN
AMAZON COM INC
-$74.7K
6,085
-23%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$73.4K
5,553
-10%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$73.2K
21,301
-1%
减持
LULU
LULULEMON ATHLETICA INC
+$72.2K
587
-1%
增持
SPYM
SPDR SER TR
+$72.0K
5,482
+18%
减持
TIP
ISHARES TR
-$71.2K
7,863
-11%
减持
DVY
ISHARES TR
-$69.7K
1,941
-30%
减持
CVS
CVS HEALTH CORP
-$68.5K
11,030
-18%
减持
VYM
VANGUARD WHITEHALL FDS
+$68.3K
15,205
-4%
减持
AXON
AXON ENTERPRISE INC
+$67.1K
1,641
-8%
增持
—
BLACKROCK INC
+$65.3K
387
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$65.2K
5,923
+24%
减持
ITA
ISHARES TR
+$64.6K
4,615
-6%
减持
PSA
PUBLIC STORAGE
+$60.4K
2,642
-7%
增持
LLY
ELI LILLY & CO
+$59.3K
1,211
+1%
增持
EWJ
ISHARES INC
+$59.2K
8,491
+5%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$59.2K
6,400
+3%
增持
PTLC
PACER FDS TR
+$58.6K
10,178
+7%
建仓
DLTH
DULUTH HLDGS INC
+$57.8K
10,750
减持
KO
COCA COLA CO
+$56.5K
29,783
-2%
减持
C
CITIGROUP INC
+$56.1K
6,981
-5%
增持
HON
HONEYWELL INTL INC
+$55.8K
2,020
+1%
增持
GGZ
GABELLI GLOBAL SMALL & MID C
+$55.0K
34,319
+2%
增持
RTX
RTX CORPORATION
+$53.9K
3,661
+4%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$53.8K
15,856
+1%
减持
NMAI
NUVEEN MULTI ASSET INCOME FU
+$53.4K
53,891
-2%
减持
DE
DEERE & CO
-$53.0K
1,273
-15%
减持
—
BARRICK GOLD CORP
+$52.2K
51,272
-15%
减持
XLSR
SSGA ACTIVE TR
+$51.5K
12,160
-1%
