小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 20
增持 70
减持 38
清仓 22
方向
标的
Δ市值
现股数(环比)
清仓
—
HOME DEPOT INC
-$1.6M
0
-100%
建仓
—
INVESCO QQQ TR
+$1.5M
3,100
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.3M
24,624
+2%
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
INTC
INTEL CORP
-$941.9K
0
-100%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$937.8K
3,021
-75%
建仓
XLF
SELECT SECTOR SPDR TR
+$885.8K
19,546
减持
MSFT
MICROSOFT CORP
-$811.1K
46,485
-0%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$772.5K
68,247
+88%
建仓
DGRO
ISHARES TR
+$730.5K
11,653
增持
MBB
ISHARES TR
+$692.2K
13,432
+107%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$586.9K
72,515
+10%
清仓
BINC
BLACKROCK ETF TRUST II
-$568.2K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$567.4K
111,790
+4%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$563.5K
29,959
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$537.0K
20,635
增持
MGK
VANGUARD WORLD FD
+$533.6K
5,124
+44%
增持
MGV
VANGUARD WORLD FD
+$497.9K
10,649
+45%
增持
COST
COSTCO WHSL CORP NEW
+$492.0K
2,253
+27%
建仓
IEUR
ISHARES TR
+$488.8K
8,022
增持
PHO
INVESCO EXCHANGE TRADED FD T
+$486.2K
31,301
+18%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$449.7K
86,985
+32%
增持
LVHI
LEGG MASON ETF INVT
+$435.3K
65,588
+21%
减持
HD
HOME DEPOT INC
+$403.7K
7,404
-2%
增持
PFE
PFIZER INC
+$399.0K
70,723
+20%
清仓
—
SILA REALTY TRUST INC
-$398.9K
0
-100%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$394.2K
69,200
+34%
增持
VHT
VANGUARD WORLD FD
+$390.6K
9,362
+11%
减持
JNJ
JOHNSON & JOHNSON
+$372.4K
24,133
-0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$353.8K
105,097
+18%
增持
IFRA
ISHARES TR
+$350.7K
42,564
+9%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$347.4K
97,113
+20%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$333.8K
72,237
+4%
增持
KO
COCA COLA CO
+$323.5K
30,483
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$318.7K
24,261
+9%
清仓
EWJ
ISHARES INC
-$316.2K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$316.1K
3,011
-49%
增持
VYM
VANGUARD WHITEHALL FDS
+$308.7K
26,387
+2%
增持
QQQ
INVESCO QQQ TR
+$308.3K
6,540
+9%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$296.9K
27,547
+7%
减持
AAPL
APPLE INC
+$295.5K
49,943
-7%
建仓
TLH
ISHARES TR
+$290.6K
2,658
建仓
NEE
NEXTERA ENERGY INC
+$289.9K
3,430
清仓
HCA
HCA HEALTHCARE INC
-$288.5K
0
-100%
增持
ABBV
ABBVIE INC
+$271.3K
9,878
+1%
清仓
IWL
ISHARES TR
-$267.9K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$262.1K
10,786
+21%
清仓
—
LOGITECH INTL S A
-$256.8K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$253.0K
37,291
-1%
清仓
RVT
ROYCE SMALL CAP TRUST INC
-$250.5K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$249.3K
6,232
+11%
增持
MO
ALTRIA GROUP INC
+$238.6K
28,327
+7%
建仓
GEV
GE VERNOVA INC
+$237.9K
933
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$235.7K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$233.8K
0
-100%
清仓
YUM
YUM BRANDS INC
-$232.3K
0
-100%
清仓
IBB
ISHARES TR
-$226.8K
0
-100%
清仓
OGE
OGE ENERGY CORP
-$222.8K
0
-100%
清仓
FSLR
FIRST SOLAR INC
-$218.9K
0
-100%
建仓
ABT
ABBOTT LABS
+$218.6K
1,917
清仓
XNIEX
VIRTUS EQUITY & CONV INCM FD
-$216.4K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$215.2K
3,851
+1%
建仓
IR
INGERSOLL RAND INC
+$211.8K
2,158
建仓
MS
MORGAN STANLEY
+$211.3K
2,027
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$210.8K
4,369
建仓
LAD
LITHIA MTRS INC
+$209.6K
660
建仓
GILD
GILEAD SCIENCES INC
+$209.6K
2,499
增持
TSLA
TESLA INC
+$208.5K
3,034
+3%
清仓
IUSV
ISHARES TR
-$206.7K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$206.6K
2,570
清仓
XAR
SPDR SER TR
-$206.2K
0
-100%
清仓
FDX
FEDEX CORP
-$205.0K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$204.5K
5,498
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$204.3K
0
-100%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$203.6K
2,306
清仓
SDG
ISHARES TR
-$202.2K
0
-100%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$201.2K
51,128
+32%
清仓
DOW
DOW INC
-$200.5K
0
-100%
增持
FELC
FIDELITY COVINGTON TRUST
+$194.1K
37,104
+14%
增持
KMI
KINDER MORGAN INC DEL
+$193.0K
68,592
+3%
增持
LQD
ISHARES TR
+$189.3K
12,058
+10%
增持
T
AT&T INC
+$185.4K
63,319
+0%
减持
OKE
ONEOK INC NEW
+$181.9K
22,868
-2%
减持
NMAI
NUVEEN MULTI ASSET INCOME FU
-$181.8K
26,389
-39%
增持
GLD
SPDR GOLD TR
+$178.7K
5,204
+3%
减持
BAC
BANK AMERICA CORP
-$176.7K
21,431
-17%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$174.6K
40,504
+50%
增持
—
BARRICK GOLD CORP
+$170.6K
49,890
+1%
增持
VTI
VANGUARD INDEX FDS
+$164.3K
6,570
+4%
增持
IAU
ISHARES GOLD TR
+$162.9K
18,960
+7%
增持
VPU
VANGUARD WORLD FD
+$162.6K
4,289
+9%
增持
AVUS
AMERICAN CENTY ETF TR
+$160.0K
30,319
+0%
增持
BX
BLACKSTONE INC
+$159.7K
4,820
+3%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$158.7K
37,890
+39%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$156.1K
43,246
+34%
增持
DUK
DUKE ENERGY CORP NEW
+$155.5K
5,942
+12%
增持
VNQ
VANGUARD INDEX FDS
+$154.9K
4,481
+33%
减持
TBIL
RBB FD INC
-$152.3K
4,085
-43%
增持
VBR
VANGUARD INDEX FDS
+$145.8K
4,885
+7%
减持
WMT
WALMART INC
+$142.6K
11,036
-0%
增持
DGRW
WISDOMTREE TR
+$139.6K
13,950
+7%
减持
DON
WISDOMTREE TR
+$138.8K
48,580
-3%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$137.6K
93,319
-7%
减持
NEM
NEWMONT CORP
+$136.0K
17,755
-9%
增持
SPY
SPDR S&P 500 ETF TR
+$135.5K
1,085
+21%
减持
QUAL
ISHARES TR
+$135.4K
19,225
-1%
减持
—
CAPRI HOLDINGS LIMITED
+$133.6K
22,601
-9%
增持
VOT
VANGUARD INDEX FDS
+$133.5K
1,704
+39%
减持
MCD
MCDONALDS CORP
+$131.0K
2,833
-1%
建仓
MMU
WESTERN ASSET MANAGED MUNS F
+$128.2K
11,829
减持
LMT
LOCKHEED MARTIN CORP
-$120.1K
453
-45%
增持
GD
GENERAL DYNAMICS CORP
+$119.7K
1,784
+23%
减持
BNY
BANK NEW YORK MELLON CORP
+$119.2K
10,157
-0%
减持
GE
GE AEROSPACE
+$117.9K
4,066
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$115.5K
4,553
+13%
增持
SUSA
ISHARES TR
+$114.9K
5,767
+12%
增持
ENB
ENBRIDGE INC
+$112.0K
19,150
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$110.0K
20,334
+12%
减持
BA
BOEING CO
-$109.3K
3,114
-3%
增持
MDYV
SPDR SER TR
+$108.4K
4,663
+30%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$106.5K
6,827
+0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$105.5K
71,344
+3%
减持
SCHG
SCHWAB STRATEGIC TR
+$100.6K
41,898
-1%
增持
MMM
3M CO
+$99.9K
2,891
+0%
减持
META
META PLATFORMS INC
+$96.7K
1,742
-2%
减持
GGZ
GABELLI GLOBAL SMALL & MID C
-$94.8K
24,630
-31%
增持
EVX
VANECK ETF TRUST
+$94.5K
1,775
+34%
减持
BP
BP PLC
-$91.2K
10,708
-10%
增持
MRK
MERCK & CO INC
-$91.1K
21,367
+5%
增持
VBK
VANGUARD INDEX FDS
+$90.3K
1,393
+23%
建仓
LAC
LITHIUM AMERS CORP NEW
+$88.7K
32,852
减持
ORCL
ORACLE CORP
+$88.2K
3,055
-0%
减持
CAT
CATERPILLAR INC
+$87.6K
3,739
-9%
增持
GIS
GENERAL MLS INC
+$85.7K
7,953
+0%
减持
LLY
ELI LILLY & CO
-$85.2K
1,129
-6%
减持
—
KELLANOVA
+$85.2K
4,156
-4%
增持
ET
ENERGY TRANSFER L P
+$84.5K
107,626
+6%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$83.3K
86,339
-11%
增持
GOOGL
ALPHABET INC
-$80.5K
5,353
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$79.9K
1,352
+36%
增持
AMGN
AMGEN INC
+$78.9K
4,909
+2%
减持
—
CARNIVAL CORP
-$77.8K
86,794
-3%
增持
COWZ
PACER FDS TR
+$77.2K
7,406
+15%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$77.0K
39,558
+3%
减持
MPC
MARATHON PETE CORP
-$77.0K
2,073
-13%
增持
IJR
ISHARES TR
+$76.0K
4,636
+6%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$76.0K
24,185
-1%
减持
IEFA
ISHARES TR
+$74.7K
28,656
-4%
减持
PM
PHILIP MORRIS INTL INC
+$73.1K
4,001
-2%
减持
—
BLACKROCK INC
+$72.0K
453
-0%
减持
TJX
TJX COS INC NEW
-$71.8K
5,011
-17%
