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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 66
减持 61
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$2.6M
45,755
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.8M
79,544
+78%
增持
—
SPDR S&P 500 ETF TR
+$1.6M
4,200
+250%
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
AAPL
APPLE INC
-$1.5M
50,378
-1%
增持
FELG
FIDELITY COVINGTON TRUST
+$1.1M
97,719
+77%
清仓
IAK
ISHARES TR
-$840.8K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$825.1K
118,304
+4%
增持
JNJ
JOHNSON & JOHNSON
+$656.2K
24,618
+4%
建仓
SCHQ
SCHWAB STRATEGIC TR
+$623.0K
19,017
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$606.0K
23,767
-1%
清仓
DGRO
ISHARES TR
-$577.5K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$566.5K
6,821
+94%
增持
IEUR
ISHARES TR
+$547.1K
15,086
+126%
减持
TSLA
TESLA INC
-$505.1K
2,734
-9%
建仓
WU
WESTERN UN CO
+$495.4K
46,826
减持
—
CARNIVAL CORP
-$476.1K
86,102
-1%
减持
BX
BLACKSTONE INC
-$459.5K
2,627
-45%
增持
ABBV
ABBVIE INC
+$451.5K
9,713
+9%
增持
XLI
SELECT SECTOR SPDR TR
+$447.0K
5,326
+180%
减持
QUAL
ISHARES TR
-$443.3K
18,696
-8%
增持
T
AT&T INC
+$379.8K
62,716
+2%
增持
IAU
ISHARES GOLD TR
+$375.5K
22,279
+18%
减持
XLK
SELECT SECTOR SPDR TR
-$360.0K
1,243
-53%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$356.3K
32,318
+23%
增持
GLD
SPDR GOLD TR
+$354.4K
6,144
+5%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$352.4K
129,196
+16%
增持
MGV
VANGUARD WORLD FD
+$344.8K
18,168
+14%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$343.7K
135,214
+15%
增持
SCHG
SCHWAB STRATEGIC TR
-$343.2K
163,812
+3%
清仓
BINC
BLACKROCK ETF TRUST II
-$332.4K
0
-100%
建仓
XLC
SELECT SECTOR SPDR TR
+$301.2K
3,123
清仓
WSM
WILLIAMS SONOMA INC
-$299.3K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$299.2K
6,551
-1%
清仓
EVX
VANECK ETF TRUST
-$288.8K
0
-100%
清仓
RH
RH
-$287.3K
0
-100%
清仓
—
CAPRI HOLDINGS LIMITED
-$282.7K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$281.3K
5,918
-39%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$272.1K
99,474
+14%
增持
XLV
SELECT SECTOR SPDR TR
+$271.1K
5,115
+48%
增持
—
EXXON MOBIL CORP
+$263.1K
22,456
+0%
减持
KO
COCA COLA CO
+$260.7K
28,933
-1%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$260.0K
60,813
+29%
增持
CVX
CHEVRON CORP NEW
+$256.7K
10,929
+1%
清仓
TFI
SPDR SER TR
-$256.4K
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$256.3K
0
-100%
清仓
TLH
ISHARES TR
-$251.7K
0
-100%
减持
IFRA
ISHARES TR
-$241.8K
36,970
-10%
减持
XLY
SELECT SECTOR SPDR TR
-$233.4K
3,007
-18%
增持
AMZN
AMAZON COM INC
-$230.0K
8,030
+0%
清仓
CPB
THE CAMPBELLS COMPANY
-$224.0K
0
-100%
减持
MTUM
ISHARES TR
-$218.5K
3,874
-20%
减持
MO
ALTRIA GROUP INC
+$216.9K
28,161
-0%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$216.1K
4,617
建仓
ITOT
ISHARES TR
+$214.4K
1,757
建仓
YUM
YUM BRANDS INC
+$212.6K
1,351
建仓
VLO
VALERO ENERGY CORP
+$209.0K
1,582
增持
KMB
KIMBERLY-CLARK CORP
+$208.1K
17,924
+0%
清仓
LVS
LAS VEGAS SANDS CORP
-$204.6K
0
-100%
清仓
XNIEX
VIRTUS EQUITY & CONV INCM FD
-$201.3K
0
-100%
减持
CVS
CVS HEALTH CORP
+$197.8K
10,087
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$197.7K
3,351
-4%
增持
MRK
MERCK & CO INC
-$193.6K
20,411
+0%
减持
AMGN
AMGEN INC
+$189.5K
4,301
-3%
减持
HD
HOME DEPOT INC
-$185.8K
7,352
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$181.5K
85,219
+6%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$172.8K
19,357
+27%
减持
BAC
BANK AMERICA CORP
-$170.9K
17,850
-14%
增持
FELC
FIDELITY COVINGTON TRUST
+$170.1K
68,479
+15%
减持
NEM
NEWMONT CORP
+$167.3K
16,708
-3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$166.2K
18,662
+5%
增持
PG
PROCTER AND GAMBLE CO
+$165.6K
36,904
+1%
增持
COST
COSTCO WHSL CORP NEW
+$164.7K
2,352
+5%
增持
KMI
KINDER MORGAN INC DEL
+$164.2K
69,488
+5%
增持
GOOGL
ALPHABET INC
-$162.9K
5,328
+2%
减持
SMH
VANECK ETF TRUST
-$162.3K
4,166
-3%
减持
—
BARRICK GOLD CORP
+$154.1K
43,729
-3%
减持
XFOFX
COHEN & STEERS CLOSED-END OP
-$144.1K
12,636
-46%
减持
PM
PHILIP MORRIS INTL INC
+$142.2K
3,936
-2%
减持
AVUS
AMERICAN CENTY ETF TR
-$141.6K
29,628
-0%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$139.5K
28,110
+0%
减持
VB
VANGUARD INDEX FDS
-$136.9K
5,219
-3%
增持
VOT
VANGUARD INDEX FDS
+$132.1K
3,459
+23%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$132.0K
29,684
-5%
减持
XSVM
INVESCO EXCHANGE TRADED FD T
-$131.3K
5,369
-27%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$129.5K
7,780
-8%
清仓
XMUIX
BLACKROCK MUNICIPAL INCOME
-$126.4K
0
-100%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$120.6K
64,797
+21%
减持
GE
GE AEROSPACE
+$120.4K
3,625
-0%
减持
IEFA
ISHARES TR
-$118.9K
12,566
-17%
减持
ACWX
ISHARES TR
-$118.7K
4,841
-35%
增持
MGK
VANGUARD WORLD FD
+$118.1K
8,861
+16%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$118.0K
17,881
-3%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$115.9K
55,927
+20%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$114.4K
68,760
+18%
减持
XMVM
INVESCO EXCHANGE TRADED FD T
-$114.3K
4,000
-32%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$113.7K
68,230
+14%
减持
C
CITIGROUP INC
-$113.2K
5,466
-23%
减持
SUSA
ISHARES TR
-$112.0K
5,054
-11%
减持
ET
ENERGY TRANSFER L P
-$111.1K
107,554
-0%
减持
PFE
PFIZER INC
-$110.3K
75,937
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$107.0K
27,468
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$106.9K
1,765
-13%
建仓
KSS
KOHLS CORP
+$105.4K
12,886
增持
CAT
CATERPILLAR INC
-$105.1K
3,688
+1%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$101.8K
18,717
+33%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$101.3K
6,384
-7%
增持
IVV
ISHARES TR
+$96.8K
589
+48%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$95.5K
71,820
+3%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$91.0K
68,583
-1%
增持
AIG
AMERICAN INTL GROUP INC
+$89.7K
6,205
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$89.1K
127,881
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$87.9K
4,188
-28%
减持
LAC
LITHIUM AMERS CORP NEW
-$87.7K
16,311
-63%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$87.2K
72,628
-6%
增持
VOO
VANGUARD INDEX FDS
+$81.2K
1,740
+15%
减持
VV
VANGUARD INDEX FDS
-$80.6K
4,669
-2%
增持
VGT
VANGUARD WORLD FD
+$80.0K
1,152
+32%
增持
IMCG
ISHARES TR
+$79.1K
4,169
+44%
增持
ENB
ENBRIDGE INC
+$77.6K
15,919
+8%
增持
EMR
EMERSON ELEC CO
-$73.8K
5,238
+0%
减持
SO
SOUTHERN CO
+$73.2K
10,370
-3%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$69.9K
22,469
-1%
减持
IJR
ISHARES TR
-$69.0K
5,557
-2%
减持
—
TRANE TECHNOLOGIES PLC
-$68.6K
2,037
-0%
减持
ORCL
ORACLE CORP
-$68.5K
2,295
-2%
增持
DE
DEERE & CO
+$66.5K
1,059
+4%
增持
DON
WISDOMTREE TR
-$66.0K
45,603
+0%
增持
USMV
ISHARES TR
+$65.7K
5,271
+9%
增持
DAL
DELTA AIR LINES INC DEL
-$64.1K
8,468
+18%
增持
VPU
VANGUARD WORLD FD
+$61.8K
5,530
+2%
增持
GOOG
ALPHABET INC
-$61.2K
3,109
+8%
增持
VNQ
VANGUARD INDEX FDS
+$60.6K
5,060
+13%
减持
DUK
DUKE ENERGY CORP NEW
+$58.5K
5,731
-4%
增持
MU
MICRON TECHNOLOGY INC
+$56.3K
3,298
+21%
建仓
FLNC
FLUENCE ENERGY INC
+$56.3K
11,600
增持
VOE
VANGUARD INDEX FDS
+$54.9K
2,913
+14%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$53.4K
78,436
-3%
增持
BNS
BANK NOVA SCOTIA HALIFAX
-$53.2K
8,510
+0%
减持
KHC
KRAFT HEINZ CO
-$53.1K
15,491
-9%
增持
RTX
RTX CORPORATION
+$52.7K
2,545
+4%
减持
VYM
VANGUARD WHITEHALL FDS
-$52.4K
24,524
-3%
增持
O
REALTY INCOME CORP
+$51.9K
5,124
+12%
减持
CALF
PACER FDS TR
-$51.9K
7,270
-1%
增持
V
VISA INC
+$51.8K
817
+10%
减持
OKE
ONEOK INC NEW
-$50.6K
22,480
-1%
增持
GILD
GILEAD SCIENCES INC
+$50.0K
2,512
+0%
减持
LQD
ISHARES TR
-$49.6K
12,019
-5%
减持
BNY
BANK NEW YORK MELLON CORP
+$48.4K
9,882
-3%
减持
DKNG
DRAFTKINGS INC NEW
-$46.1K
6,472
-8%
增持
—
KELLANOVA
+$45.4K
4,340
+12%
