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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 15
增持 44
减持 68
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.0M
0
-100%
建仓
—
HOME DEPOT INC
+$1.8M
4,600
减持
—
SPDR S&P 500 ETF TR
-$1.7M
1,200
-71%
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
—
INVESCO QQQ TR
-$1.5M
0
-100%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$1.4M
26,284
减持
IEFA
ISHARES TR
-$1.2M
15,219
-47%
增持
FELG
FIDELITY COVINGTON TRUST
+$1.1M
55,264
+116%
增持
AAPL
APPLE INC
+$1.1M
50,685
+1%
增持
MGK
VANGUARD WORLD FD
+$969.2K
7,626
+49%
增持
FELC
FIDELITY COVINGTON TRUST
+$775.1K
59,694
+61%
增持
XLF
SELECT SECTOR SPDR TR
+$743.0K
33,703
+72%
减持
—
CAPRI HOLDINGS LIMITED
-$676.5K
13,422
-41%
增持
MGV
VANGUARD WORLD FD
+$629.9K
15,979
+50%
建仓
SPSM
SPDR SER TR
+$612.2K
13,629
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$560.8K
6,874
减持
—
CARNIVAL CORP
+$553.7K
86,583
-0%
减持
JNJ
JOHNSON & JOHNSON
-$484.7K
23,692
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$479.3K
113,557
+2%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$463.2K
111,833
+29%
增持
VOO
VANGUARD INDEX FDS
+$456.4K
1,509
+123%
建仓
—
SILA REALTY TRUST INC
+$438.4K
18,026
减持
AMGN
AMGEN INC
-$431.2K
4,414
-10%
清仓
—
BLACKROCK INC
-$430.2K
0
-100%
减持
TSLA
TESLA INC
+$419.8K
3,005
-1%
减持
MRK
MERCK & CO INC
-$400.7K
20,363
-5%
减持
VHT
VANGUARD WORLD FD
-$394.7K
8,858
-5%
减持
—
EXXON MOBIL CORP
-$393.2K
22,382
-6%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$391.6K
0
-100%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$390.7K
117,870
+21%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$385.3K
123,754
+18%
增持
ET
ENERGY TRANSFER L P
+$383.1K
107,735
+0%
减持
KO
COCA COLA CO
-$379.0K
29,096
-5%
清仓
SCHQ
SCHWAB STRATEGIC TR
-$373.6K
0
-100%
减持
ABBV
ABBVIE INC
-$367.1K
8,912
-10%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$366.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$364.6K
8,012
+7%
减持
CVS
CVS HEALTH CORP
-$361.0K
10,818
-20%
增持
XLY
SELECT SECTOR SPDR TR
+$339.3K
3,687
+51%
清仓
CLX
CLOROX CO DEL
-$336.6K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$335.2K
36,526
-2%
建仓
BINC
BLACKROCK ETF TRUST II
+$332.4K
6,390
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$329.4K
87,042
+26%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$316.2K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$311.4K
2,652
+96%
减持
NEM
NEWMONT CORP
-$309.7K
17,177
-3%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$307.3K
18,770
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$303.4K
47,268
+58%
减持
KMI
KINDER MORGAN INC DEL
+$303.1K
66,362
-3%
增持
VOT
VANGUARD INDEX FDS
+$299.4K
2,815
+65%
减持
—
BARRICK GOLD CORP
-$296.3K
44,902
-10%
建仓
EWJ
ISHARES INC
+$286.6K
4,272
建仓
BLK
BLACKROCK INC
+$284.2K
277
清仓
FLTR
VANECK ETF TRUST
-$283.1K
0
-100%
建仓
TFI
SPDR SER TR
+$256.4K
5,621
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$247.3K
44,759
+13%
清仓
CRM
SALESFORCE INC
-$244.7K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$243.7K
0
-100%
增持
MSFT
MICROSOFT CORP
-$239.5K
46,887
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$236.9K
5,836
+6%
减持
VYMI
VANGUARD WHITEHALL FDS
-$228.8K
17,810
-9%
减持
MCD
MCDONALDS CORP
-$228.1K
2,189
-23%
建仓
RING
ISHARES INC
+$227.4K
8,090
减持
GD
GENERAL DYNAMICS CORP
-$227.0K
1,185
-34%
减持
XLV
SELECT SECTOR SPDR TR
-$225.5K
3,458
-24%
建仓
SLV
ISHARES SILVER TR
+$225.1K
8,548
减持
KMB
KIMBERLY-CLARK CORP
-$222.0K
17,865
-1%
增持
MTUM
ISHARES TR
+$220.9K
4,841
+26%
建仓
IMCG
ISHARES TR
+$218.7K
2,896
清仓
ABT
ABBOTT LABS
-$218.6K
0
-100%
清仓
INDA
ISHARES TR
-$217.7K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$217.5K
0
-100%
建仓
—
DISCOVER FINL SVCS
+$214.1K
1,236
清仓
IR
INGERSOLL RAND INC
-$211.8K
0
-100%
清仓
ROST
ROSS STORES INC
-$210.7K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$210.4K
657
-47%
清仓
LAD
LITHIA MTRS INC
-$209.6K
0
-100%
减持
PSA
PUBLIC STORAGE OPER CO
-$208.0K
2,789
-3%
清仓
ADBE
ADOBE INC
-$207.6K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$206.6K
0
-100%
清仓
TBIL
RBB FD INC
-$204.4K
0
-100%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$203.6K
0
-100%
增持
MBB
ISHARES TR
+$201.4K
16,234
+21%
建仓
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$201.3K
8,163
清仓
OSK
OSHKOSH CORP
-$200.4K
0
-100%
减持
OKE
ONEOK INC NEW
+$197.1K
22,720
-1%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$191.5K
28,090
+36%
增持
QUAL
ISHARES TR
+$191.2K
20,430
+6%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$185.8K
13,743
-39%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$185.5K
3,501
-9%
减持
VB
VANGUARD INDEX FDS
-$184.0K
5,386
-14%
增持
QQQ
INVESCO QQQ TR
+$179.0K
6,594
+1%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$168.2K
69,885
-3%
减持
VYM
VANGUARD WHITEHALL FDS
-$167.8K
25,198
-5%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$164.9K
80,581
-7%
减持
WYNN
WYNN RESORTS LTD
-$164.4K
3,755
-26%
减持
GE
GE AEROSPACE
-$161.7K
3,628
-11%
减持
F
FORD MTR CO
-$161.1K
32,497
-29%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$160.8K
31,117
-1%
减持
VO
VANGUARD INDEX FDS
-$160.7K
1,312
-32%
减持
DON
WISDOMTREE TR
-$159.6K
45,600
-6%
减持
XLI
SELECT SECTOR SPDR TR
-$156.8K
1,905
-37%
增持
COWZ
PACER FDS TR
+$156.7K
10,357
+40%
减持
DGRO
ISHARES TR
-$153.0K
9,415
-19%
减持
XLE
SELECT SECTOR SPDR TR
-$151.1K
9,740
-13%
增持
GLD
SPDR GOLD TR
+$151.1K
5,848
+12%
增持
SCHD
SCHWAB STRATEGIC TR
+$150.5K
80,573
+232%
减持
ENB
ENBRIDGE INC
-$149.9K
14,796
-23%
增持
ACWX
ISHARES TR
+$149.1K
7,422
+78%
增持
VTI
VANGUARD INDEX FDS
+$147.1K
6,927
+5%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$142.3K
58,119
+34%
减持
CAT
CATERPILLAR INC
-$141.0K
3,643
-3%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$139.9K
77,375
+13%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$139.8K
24,128
-2%
增持
VPU
VANGUARD WORLD FD
+$136.2K
5,402
+26%
减持
ORCL
ORACLE CORP
-$131.2K
2,337
-24%
增持
NVDA
NVIDIA CORPORATION
+$130.5K
7,950
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$130.3K
72,746
+0%
减持
IEUR
ISHARES TR
-$128.4K
6,676
-17%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$127.5K
24,043
-1%
减持
LVHI
LEGG MASON ETF INVT
-$125.2K
62,689
-4%
减持
KHC
KRAFT HEINZ CO
-$124.0K
17,080
-8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$120.6K
3,510
+27%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$120.3K
2,754
-16%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$120.3K
53,644
+32%
减持
AXP
AMERICAN EXPRESS CO
-$117.8K
1,256
-31%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$117.1K
69,607
-2%
减持
BAX
BAXTER INTL INC
-$115.1K
10,465
-5%
减持
GGZ
GABELLI GLOBAL SMALL & MID C
-$108.8K
16,821
-32%
增持
IJR
ISHARES TR
+$108.0K
5,643
+22%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$107.9K
15,264
+45%
减持
WMT
WALMART INC
+$105.3K
11,029
-0%
减持
—
MEDTRONIC PLC
-$101.3K
6,152
-7%
减持
TD
TORONTO DOMINION BK ONT
-$100.8K
10,030
-0%
减持
GOOGL
ALPHABET INC
+$99.0K
5,213
-3%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$94.4K
0
-100%
减持
DKNG
DRAFTKINGS INC NEW
-$91.3K
7,017
-22%
减持
IFRA
ISHARES TR
-$91.2K
41,219
-3%
减持
MPC
MARATHON PETE CORP
-$90.3K
1,773
-14%
减持
BX
BLACKSTONE INC
+$88.5K
4,794
-1%
减持
VOE
VANGUARD INDEX FDS
-$87.1K
2,552
-14%
增持
GOOG
ALPHABET INC
+$86.7K
2,872
+4%
减持
SO
SOUTHERN CO
-$86.2K
10,694
-0%
减持
XFOFX
COHEN & STEERS CLOSED-END OP
-$85.2K
23,353
-20%
减持
SHEL
SHELL PLC
-$84.1K
5,514
-15%
减持
CVX
CHEVRON CORP NEW
-$83.6K
10,851
-3%
增持
WFC
WELLS FARGO CO NEW
+$83.1K
6,025
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$80.1K
159,491
+281%
增持
GIS
GENERAL MLS INC
-$79.3K
7,966
+0%
减持
CSCO
CISCO SYS INC
-$78.8K
7,936
-23%
减持
EMR
EMERSON ELEC CO
+$75.5K
5,230
-0%