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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 51
增持 61
减持 29
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$3.8M
46,568
+15%
增持
AAPL
APPLE INC
+$2.8M
53,847
+9%
增持
QQQ
INVESCO QQQ TR
+$2.3M
6,019
+394%
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。
建仓
—
SPDR S&P 500 ETF TR
+$2.3M
4,200
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.9M
107,979
+75%
增持
VHT
VANGUARD WORLD FD
+$1.8M
8,463
+451%
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$1.7M
26,526
建仓
SPGI
S&P GLOBAL INC
+$1.7M
3,847
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$1.7M
25,851
建仓
IFRA
ISHARES TR
+$1.6M
39,139
建仓
ET
ENERGY TRANSFER L P
+$1.6M
101,289
建仓
LVHI
LEGG MASON ETF INVT
+$1.6M
54,088
建仓
—
HOME DEPOT INC
+$1.6M
4,600
增持
VYM
VANGUARD WHITEHALL FDS
+$1.4M
25,920
+86%
增持
QUAL
ISHARES TR
+$1.3M
19,393
+58%
建仓
SMH
VANECK ETF TRUST
+$1.1M
4,061
建仓
FELC
FIDELITY COVINGTON TRUST
+$996.5K
32,566
建仓
FELG
FIDELITY COVINGTON TRUST
+$831.4K
25,772
建仓
IAU
ISHARES GOLD TR
+$779.4K
17,741
建仓
IAK
ISHARES TR
+$766.2K
6,786
增持
—
CARNIVAL CORP
+$653.1K
89,839
+43%
增持
SCHG
SCHWAB STRATEGIC TR
+$650.3K
42,287
+8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$633.0K
38,244
-25%
建仓
KHC
KRAFT HEINZ CO
+$628.8K
19,517
增持
NVDA
NVIDIA CORPORATION
+$625.0K
8,102
+1848%
建仓
BNY
BANK NEW YORK MELLON CORP
+$610.6K
10,196
建仓
VPU
VANGUARD WORLD FD
+$583.9K
3,948
建仓
SUSA
ISHARES TR
+$579.3K
5,156
减持
KMB
KIMBERLY-CLARK CORP
-$521.5K
18,192
-22%
增持
—
EXXON MOBIL CORP
+$510.1K
24,245
+24%
增持
COST
COSTCO WHSL CORP NEW
+$492.4K
1,771
+28%
增持
XLE
SELECT SECTOR SPDR TR
+$484.7K
10,283
+114%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$470.2K
3,828
+48%
建仓
IJR
ISHARES TR
+$466.2K
4,370
建仓
SURE
ADVISORSHARES TR
+$442.9K
3,954
减持
INTC
INTEL CORP
-$435.9K
30,415
-3%
增持
MGK
VANGUARD WORLD FD
+$434.2K
3,552
+49%
增持
AMZN
AMAZON COM INC
+$428.7K
7,156
+35%
建仓
BP
BP PLC
+$427.3K
11,837
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$413.3K
2,378
建仓
—
SILA REALTY TRUST INC
+$398.9K
18,845
建仓
—
MANAGED PORTFOLIO SERIES
+$397.5K
13,789
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$394.6K
24,101
+1%
建仓
CALF
PACER FDS TR
+$356.8K
8,192
建仓
COWZ
PACER FDS TR
+$351.1K
6,443
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$343.1K
5,139
增持
GOOGL
ALPHABET INC
+$340.5K
5,316
+28%
减持
JNJ
JOHNSON & JOHNSON
-$328.9K
24,211
-1%
减持
—
CAPRI HOLDINGS LIMITED
-$327.0K
24,958
-2%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$323.8K
69,481
+16%
减持
HD
HOME DEPOT INC
-$317.0K
7,542
-1%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$316.4K
12,201
+39%
减持
CAT
CATERPILLAR INC
-$315.2K
4,128
-10%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$301.2K
0
-100%
建仓
—
UNILEVER PLC
+$299.2K
5,440
增持
LQD
ISHARES TR
+$299.1K
10,951
+36%
增持
MGV
VANGUARD WORLD FD
+$298.5K
7,326
+54%
减持
HSY
HERSHEY CO
-$293.8K
1,861
-43%
减持
DON
WISDOMTREE TR
-$292.3K
50,140
-7%
增持
IEFA
ISHARES TR
+$282.4K
29,762
+18%
增持
XLI
SELECT SECTOR SPDR TR
+$272.8K
5,939
+66%
增持
VTI
VANGUARD INDEX FDS
+$268.9K
6,341
+15%
清仓
IEF
ISHARES TR
-$256.4K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$241.5K
1,836
建仓
CPB
CAMPBELL SOUP CO
+$237.5K
5,256
建仓
MTB
M & T BK CORP
+$236.5K
1,563
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$235.7K
4,492
建仓
GLW
CORNING INC
+$234.4K
6,033
建仓
NVO
NOVO-NORDISK A S
+$233.8K
1,638
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$230.8K
18,142
+27%
建仓
EVX
VANECK ETF TRUST
+$225.8K
1,324
清仓
THC
TENET HEALTHCARE CORP
-$222.8K
0
-100%
建仓
OGE
OGE ENERGY CORP
+$222.8K
6,241
建仓
ADBE
ADOBE INC
+$221.7K
399
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$219.5K
0
-100%
清仓
ABT
ABBOTT LABS
-$219.4K
0
-100%
建仓
SPIP
SPDR SER TR
+$219.3K
8,626
建仓
FSLR
FIRST SOLAR INC
+$218.9K
971
建仓
INDA
ISHARES TR
+$218.7K
3,920
清仓
TGT
TARGET CORP
-$218.4K
0
-100%
建仓
ACWX
ISHARES TR
+$217.0K
4,085
建仓
IJT
ISHARES TR
+$209.8K
1,634
清仓
UNP
UNION PAC CORP
-$207.1K
0
-100%
建仓
XAR
SPDR SER TR
+$206.2K
1,473
建仓
FDX
FEDEX CORP
+$205.0K
684
清仓
IR
INGERSOLL RAND INC
-$204.9K
0
-100%
建仓
RH
RH
+$202.9K
830
建仓
SDG
ISHARES TR
+$202.2K
2,694
清仓
VLO
VALERO ENERGY CORP
-$201.3K
0
-100%
增持
SHEL
SHELL PLC
+$194.4K
6,514
+58%
建仓
KVUE
KENVUE INC
+$193.7K
10,652
减持
DIS
DISNEY WALT CO
-$182.9K
5,154
-9%
增持
PFE
PFIZER INC
+$181.2K
58,890
+11%
增持
TSLA
TESLA INC
+$181.2K
2,958
+29%
减持
MRK
MERCK & CO INC
-$177.5K
20,335
-0%
减持
VBR
VANGUARD INDEX FDS
-$169.8K
4,575
-13%
建仓
BDJ
BLACKROCK ENHANCED EQUITY DI
+$160.7K
19,671
增持
MO
ALTRIA GROUP INC
+$155.6K
26,502
+10%
增持
PG
PROCTER AND GAMBLE CO
+$154.7K
37,629
+1%
增持
GIS
GENERAL MLS INC
+$149.2K
7,930
+57%
减持
LLY
ELI LILLY & CO
+$148.1K
1,198
-0%
增持
NEM
NEWMONT CORP
+$147.4K
19,417
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$145.9K
22,274
-4%
增持
MBB
ISHARES TR
+$142.9K
6,478
+33%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$139.5K
88,826
+8%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$138.5K
65,851
+13%
增持
KMI
KINDER MORGAN INC DEL
+$136.8K
66,541
+3%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$136.3K
51,559
+16%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$133.9K
65,780
+6%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$126.1K
100,118
+6%
建仓
—
HANESBRANDS INC
+$125.3K
25,411
增持
CVX
CHEVRON CORP NEW
+$124.1K
10,904
+9%
减持
MPC
MARATHON PETE CORP
-$121.3K
2,390
-10%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$118.1K
80,948
+8%
增持
BINC
BLACKROCK ETF TRUST II
+$117.8K
10,884
+27%
减持
VO
VANGUARD INDEX FDS
-$106.4K
1,828
-17%
增持
DGRW
WISDOMTREE TR
+$104.2K
13,083
+9%
增持
XLY
SELECT SECTOR SPDR TR
+$104.1K
2,356
+33%
减持
CRM
SALESFORCE INC
-$95.6K
829
-19%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$94.0K
8,834
+13%
增持
AVUS
AMERICAN CENTY ETF TR
+$92.6K
30,213
+3%
减持
RTX
RTX CORPORATION
-$89.9K
2,677
-27%
增持
CVS
CVS HEALTH CORP
-$89.8K
13,610
+21%
增持
XLU
SELECT SECTOR SPDR TR
+$89.7K
8,940
+13%
减持
VYMI
VANGUARD WHITEHALL FDS
-$89.4K
20,450
-6%
减持
AXP
AMERICAN EXPRESS CO
-$88.6K
1,809
-19%
增持
DUK
DUKE ENERGY CORP NEW
+$87.9K
5,284
+16%
增持
BAX
BAXTER INTL INC
-$86.4K
11,687
+5%
减持
GOOG
ALPHABET INC
+$84.4K
2,753
-0%
减持
AMGN
AMGEN INC
+$81.6K
4,810
-4%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$78.4K
11,866
减持
WMT
WALMART INC
+$76.3K
11,055
-1%
减持
TD
TORONTO DOMINION BK ONT
-$75.1K
12,422
-1%
增持
ABBV
ABBVIE INC
-$74.9K
9,792
+2%
建仓
WBD
WARNER BROS DISCOVERY INC
+$74.7K
10,045
减持
XGDVX
GABELLI DIVID & INCOME TR
-$73.9K
96,622
-2%
增持
MCD
MCDONALDS CORP
-$73.1K
2,871
+1%
增持
VV
VANGUARD INDEX FDS
+$70.9K
4,758
+2%
减持
OKE
ONEOK INC NEW
-$70.9K
23,324
-5%
减持
XLSR
SSGA ACTIVE TR
-$70.6K
9,908
-14%
减持
TBIL
RBB FD INC
-$70.6K
7,132
-16%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$70.4K
5,558
+0%
增持
—
BARRICK GOLD CORP
+$68.9K
49,262
+9%
建仓
TELFY
TELEFONICA S A
+$67.2K
15,970
增持
IVW
ISHARES TR
+$64.7K
2,911
+20%
增持
MTUM
ISHARES TR
+$63.4K
4,171
+4%
增持
BMO
BANK MONTREAL QUE
-$60.8K
4,432
+0%
增持
TJX
TJX COS INC NEW
+$59.7K
6,002
+1%
减持
—
TRANE TECHNOLOGIES PLC
+$56.9K
2,044
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$55.5K
6,823
+5%
