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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 28
增持 55
减持 52
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$1.9M
40,367
+1%
减持
AAPL
APPLE INC
-$1.9M
49,540
-8%
建仓
—
CAPRI HOLDINGS LIMITED
+$1.2M
25,443
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
GLD
SPDR GOLD TR
-$907.3K
5,072
-50%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$854.6K
59,782
+77%
减持
BA
BOEING CO
-$754.4K
3,105
-40%
增持
QUAL
ISHARES TR
+$702.7K
12,291
+37%
增持
IEFA
ISHARES TR
+$626.3K
25,323
+42%
增持
PG
PROCTER AND GAMBLE CO
+$619.2K
37,295
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$616.9K
23,894
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$590.3K
38,977
+7%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$555.0K
14,309
+223%
建仓
WYNN
WYNN RESORTS LTD
+$538.4K
5,266
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$502.6K
69,455
+18%
建仓
BAX
BAXTER INTL INC
+$477.3K
11,167
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$468.6K
50,806
-16%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$463.6K
62,125
+9%
建仓
BINC
BLACKROCK ETF TRUST II
+$450.3K
8,584
减持
MRK
MERCK & CO INC
+$447.5K
20,424
-1%
减持
TIP
ISHARES TR
-$423.4K
3,927
-50%
增持
BAC
BANK AMERICA CORP
+$423.2K
26,273
+54%
减持
CSCO
CISCO SYS INC
-$417.8K
10,145
-45%
清仓
NKE
NIKE INC
-$410.7K
0
-100%
清仓
FTNT
FORTINET INC
-$409.7K
0
-100%
清仓
SYNA
SYNAPTICS INC
-$387.9K
0
-100%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$380.3K
34,923
+96%
减持
NEM
NEWMONT CORP
-$377.3K
18,570
-26%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$377.2K
44,459
+75%
减持
V
VISA INC
-$371.6K
813
-65%
增持
VZ
VERIZON COMMUNICATIONS INC
+$365.7K
61,691
+5%
建仓
CLX
CLOROX CO DEL
+$351.5K
2,296
建仓
DKNG
DRAFTKINGS INC NEW
+$344.2K
7,580
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$332.2K
58,431
+43%
减持
XLU
SELECT SECTOR SPDR TR
-$326.1K
7,913
-41%
建仓
XLY
SELECT SECTOR SPDR TR
+$325.7K
1,771
增持
—
EXXON MOBIL CORP
+$321.7K
19,623
+0%
增持
TJX
TJX COS INC NEW
+$320.7K
5,927
+98%
清仓
SBUX
STARBUCKS CORP
-$319.4K
0
-100%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$310.2K
8,805
+38%
增持
GOOGL
ALPHABET INC
+$301.3K
4,160
+78%
清仓
LULU
LULULEMON ATHLETICA INC
-$300.1K
0
-100%
减持
CAT
CATERPILLAR INC
+$292.9K
4,612
-2%
建仓
WSM
WILLIAMS SONOMA INC
+$285.8K
900
清仓
CM
CANADIAN IMPERIAL BK COMM TO
-$274.3K
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$268.3K
11,024
增持
AVUS
AMERICAN CENTY ETF TR
+$261.4K
29,411
+1%
减持
PEP
PEPSICO INC
-$260.6K
2,262
-41%
建仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$258.5K
10,968
建仓
BSMR
INVESCO EXCH TRD SLF IDX FD
+$258.4K
10,924
建仓
BSMS
INVESCO EXCH TRD SLF IDX FD
+$258.2K
10,997
建仓
BSMT
INVESCO EXCH TRD SLF IDX FD
+$257.8K
11,095
建仓
IEF
ISHARES TR
+$256.4K
2,708
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$253.5K
74,655
+22%
增持
XLV
SELECT SECTOR SPDR TR
+$249.1K
3,923
+62%
减持
OKE
ONEOK INC NEW
+$244.0K
24,609
-0%
减持
ABBV
ABBVIE INC
+$238.4K
9,634
-2%
清仓
TFC
TRUIST FINL CORP
-$237.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$236.2K
2,585
-30%
减持
EWJ
ISHARES INC
-$235.4K
4,334
-49%
清仓
IWY
ISHARES TR
-$235.1K
0
-100%
清仓
SRVR
PACER FDS TR
-$234.0K
0
-100%
建仓
IBB
ISHARES TR
+$233.5K
1,701
增持
—
INVESCO EXCH TRD SLF IDX FD
+$231.4K
94,533
+13%
减持
LLY
ELI LILLY & CO
+$230.9K
1,204
-1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$228.2K
25,931
+22%
清仓
DVY
ISHARES TR
-$227.5K
0
-100%
减持
HD
HOME DEPOT INC
+$226.6K
7,595
-2%
增持
GD
GENERAL DYNAMICS CORP
+$223.2K
1,614
+80%
建仓
THC
TENET HEALTHCARE CORP
+$222.8K
2,120
减持
TSLA
TESLA INC
-$222.5K
2,299
-9%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$221.5K
82,086
+15%
建仓
TGT
TARGET CORP
+$218.4K
1,233
增持
—
CARNIVAL CORP
+$214.0K
62,953
+43%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$213.7K
9,069
建仓
IUSV
ISHARES TR
+$212.1K
2,345
建仓
RSG
REPUBLIC SVCS INC
+$211.0K
1,102
建仓
MKL
MARKEL GROUP INC
+$210.0K
138
减持
TBIL
RBB FD INC
-$209.8K
8,541
-33%
清仓
GILD
GILEAD SCIENCES INC
-$209.2K
0
-100%
建仓
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$208.5K
9,313
建仓
UNP
UNION PAC CORP
+$207.1K
842
建仓
XLK
SELECT SECTOR SPDR TR
+$206.9K
993
清仓
TOL
TOLL BROTHERS INC
-$205.6K
0
-100%
建仓
ROST
ROSS STORES INC
+$205.5K
1,400
建仓
IR
INGERSOLL RAND INC
+$204.9K
2,158
建仓
IVW
ISHARES TR
+$204.7K
2,424
清仓
ICF
ISHARES TR
-$204.5K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$201.3K
1,179
增持
MGK
VANGUARD WORLD FD
+$198.2K
2,379
+28%
增持
EMR
EMERSON ELEC CO
+$182.8K
5,264
+24%
减持
—
BARRICK GOLD CORP
-$174.7K
45,241
-12%
增持
MO
ALTRIA GROUP INC
+$172.0K
24,107
+11%
增持
XLI
SELECT SECTOR SPDR TR
+$171.4K
3,581
+46%
减持
KMB
KIMBERLY-CLARK CORP
+$170.3K
23,468
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$166.1K
2,604
-32%
增持
INTC
INTEL CORP
-$164.0K
31,195
+2%
增持
KMI
KINDER MORGAN INC DEL
+$156.8K
64,632
+11%
减持
ORCL
ORACLE CORP
-$145.6K
3,093
-39%
减持
VIGI
VANGUARD WHITEHALL FDS
-$145.5K
3,695
-34%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$141.8K
98,702
+0%
增持
LQD
ISHARES TR
+$140.3K
8,024
+21%
增持
JPM
JPMORGAN CHASE & CO
+$140.3K
3,703
+5%
减持
NVDA
NVIDIA CORPORATION
+$139.2K
416
-13%
增持
LOW
LOWES COS INC
+$136.6K
2,171
+16%
减持
IVV
ISHARES TR
-$135.1K
447
-42%
减持
NMAI
NUVEEN MULTI ASSET INCOME FU
-$128.3K
42,970
-20%
减持
USMV
ISHARES TR
-$124.8K
5,629
-26%
清仓
WBD
WARNER BROS DISCOVERY INC
-$119.1K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$118.9K
10,026
+2%
增持
AXP
AMERICAN EXPRESS CO
+$108.7K
2,229
+5%
减持
META
META PLATFORMS INC
-$98.8K
1,928
-34%
减持
TD
TORONTO DOMINION BK ONT
-$96.0K
12,550
-5%
增持
PFE
PFIZER INC
+$95.4K
52,848
+11%
减持
GE
GENERAL ELECTRIC CO
+$94.5K
3,457
-14%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$90.0K
38,732
+20%
减持
VTI
VANGUARD INDEX FDS
+$87.2K
5,492
-3%
增持
C
CITIGROUP INC
+$83.3K
6,995
+0%
增持
JNJ
JOHNSON & JOHNSON
+$82.8K
24,449
+1%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$78.5K
32,243
+27%
减持
VB
VANGUARD INDEX FDS
+$76.8K
5,261
-0%
增持
MGV
VANGUARD WORLD FD
+$76.8K
4,766
+6%
增持
T
AT&T INC
+$75.8K
67,593
+2%
减持
VV
VANGUARD INDEX FDS
+$73.5K
4,658
-3%
增持
DAL
DELTA AIR LINES INC DEL
+$71.4K
8,145
+3%
增持
PSA
PUBLIC STORAGE
+$66.5K
3,007
+14%
减持
AIG
AMERICAN INTL GROUP INC
+$65.0K
6,294
-0%
增持
PM
PHILIP MORRIS INTL INC
+$64.8K
4,080
+24%
减持
BSX
BOSTON SCIENTIFIC CORP
+$64.7K
6,092
-0%
增持
VOO
VANGUARD INDEX FDS
+$64.5K
584
+18%
减持
BMO
BANK MONTREAL QUE
-$64.5K
4,427
-12%
增持
WMT
WALMART INC
+$63.1K
11,173
+189%
减持
DIS
DISNEY WALT CO
+$62.9K
5,677
-19%
减持
GIS
GENERAL MLS INC
-$61.5K
5,038
-21%
减持
XFOFX
COHEN & STEERS CLOSED-END OP
-$61.2K
34,305
-17%
增持
SO
SOUTHERN CO
+$61.2K
11,264
+6%
减持
DON
WISDOMTREE TR
+$60.0K
54,077
-4%
减持
MCD
MCDONALDS CORP
-$58.5K
2,855
-2%
减持
KO
COCA COLA CO
+$57.9K
29,634
-1%
清仓
DLTH
DULUTH HLDGS INC
-$57.8K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$56.5K
857
+6%
减持
MET
METLIFE INC
-$55.1K
3,429
-27%
增持
ITA
ISHARES TR
+$55.1K
4,846
+5%
减持
VBR
VANGUARD INDEX FDS
+$54.5K
5,237
-1%
减持
QCOM
QUALCOMM INC
+$54.0K
2,342
-1%
减持
—
ACCENTURE PLC IRELAND
-$53.8K
1,161
-11%
增持
MDYV
SPDR SER TR
+$50.8K
3,970
+16%
增持
RTX
RTX CORPORATION
+$50.5K
3,676
+0%
减持
VYMI
VANGUARD WHITEHALL FDS
-$49.0K
21,669
-6%
减持
WFC
WELLS FARGO CO NEW
+$47.5K
5,580
-0%
减持
MPC
MARATHON PETE CORP
+$46.9K
2,659
-19%
