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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 63
增持 68
减持 11
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$7.1M
48,779
+7%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$5.4M
117,244
建仓
TLT
ISHARES TR
+$2.2M
24,788
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
BND
VANGUARD BD INDEX FDS
+$2.2M
29,414
建仓
VTEB
VANGUARD MUN BD FDS
+$1.6M
31,957
增持
ITOT
ISHARES TR
+$1.5M
12,525
+613%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$1.4M
10,672
增持
SPYM
SPDR SERIES TRUST
+$1.3M
21,468
+507%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$1.3M
25,076
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.3M
24,309
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
182,000
+11%
建仓
IXUS
ISHARES TR
+$1.2M
14,914
建仓
DGRO
ISHARES TR
+$1.1M
17,859
建仓
SCHA
SCHWAB STRATEGIC TR
+$1.1M
44,290
增持
COWZ
PACER FDS TR
+$1.1M
30,279
+182%
增持
TSLA
TESLA INC
+$1.0M
5,524
+102%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$991.8K
56,910
+102%
建仓
SPDW
SPDR INDEX SHS FDS
+$988.5K
24,414
增持
T
AT&T INC
+$972.7K
94,898
+51%
增持
MGK
VANGUARD WORLD FD
+$958.0K
10,091
+14%
增持
AAPL
APPLE INC
+$920.0K
59,026
+17%
增持
IVW
ISHARES TR
+$892.4K
10,407
+281%
增持
—
CARNIVAL CORP
+$877.6K
91,010
+6%
建仓
SCHM
SCHWAB STRATEGIC TR
+$875.8K
31,222
增持
CAT
CATERPILLAR INC
+$852.1K
5,328
+44%
清仓
—
BARRICK GOLD CORP
-$850.1K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$842.7K
12,149
+22%
建仓
IEMG
ISHARES INC
+$841.0K
14,009
增持
META
META PLATFORMS INC
+$807.0K
2,494
+39%
建仓
NOBL
PROSHARES TR
+$803.2K
7,976
增持
IAU
ISHARES GOLD TR
+$778.9K
33,555
+51%
增持
BAC
BANK AMERICA CORP
+$774.7K
32,113
+80%
建仓
USRT
ISHARES TR
+$774.5K
13,693
增持
QQQ
INVESCO QQQ TR
+$751.2K
6,931
+6%
增持
IEFA
ISHARES TR
+$736.3K
20,207
+61%
建仓
VUG
VANGUARD INDEX FDS
+$725.5K
1,655
建仓
B
BARRICK MNG CORP
+$712.5K
34,224
增持
LLY
ELI LILLY & CO
+$679.7K
2,037
+85%
建仓
SPYG
SPDR SERIES TRUST
+$664.8K
6,975
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$633.0K
9,636
+40%
增持
VNQ
VANGUARD INDEX FDS
+$627.4K
12,188
+141%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$623.4K
12,604
增持
MGV
VANGUARD WORLD FD
+$620.0K
22,567
+24%
增持
IFRA
ISHARES TR
+$616.1K
46,398
+26%
增持
WMT
WALMART INC
+$613.5K
16,174
+47%
增持
JPM
JPMORGAN CHASE & CO.
+$603.3K
4,277
+65%
增持
GE
GE AEROSPACE
+$586.8K
5,098
+41%
增持
VTI
VANGUARD INDEX FDS
+$568.4K
8,396
+16%
建仓
ROE
EA SERIES TRUST
+$562.1K
17,451
减持
XLF
SELECT SECTOR SPDR TR
-$498.5K
21,324
-34%
增持
XLC
SELECT SECTOR SPDR TR
+$491.7K
7,306
+134%
建仓
COF
CAPITAL ONE FINL CORP
+$487.8K
2,293
建仓
HDV
ISHARES TR
+$487.5K
4,160
建仓
FLTB
FIDELITY MERRIMACK STR TR
+$485.9K
9,640
清仓
—
MANAGED PORTFOLIO SERIES
-$472.9K
0
-100%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$465.6K
13,031
增持
FELC
FIDELITY COVINGTON TRUST
+$464.6K
75,397
+10%
增持
VOO
VANGUARD INDEX FDS
+$456.3K
2,378
+37%
建仓
RSPA
INVESCO ACTIVELY MANAGED EXC
+$448.6K
8,991
增持
DE
DEERE & CO
+$438.9K
1,840
+74%
建仓
FEZ
SPDR INDEX SHS FDS
+$416.5K
6,973
建仓
SPMD
SPDR SERIES TRUST
+$413.1K
7,597
减持
QUAL
ISHARES TR
-$411.3K
15,226
-19%
建仓
SPAB
SPDR SERIES TRUST
+$411.0K
16,054
建仓
USHY
ISHARES TR
+$393.1K
10,479
建仓
BYLD
ISHARES TR
+$391.6K
17,318
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$388.1K
74,645
+4%
增持
TD
TORONTO DOMINION BK ONT
+$384.8K
11,997
+45%
增持
GOOG
ALPHABET INC
+$382.1K
4,892
+57%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$379.3K
7,029
增持
—
EXXON MOBIL CORP
+$378.3K
28,284
+26%
减持
XLV
SELECT SECTOR SPDR TR
-$377.2K
2,742
-46%
建仓
SPYV
SPDR SERIES TRUST
+$371.2K
7,093
增持
OKE
ONEOK INC NEW
-$367.9K
22,818
+2%
增持
BA
BOEING CO
+$356.5K
4,070
+40%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$354.2K
5,559
建仓
PPI
INVESTMENT MANAGERS SER TR I
+$352.2K
21,548
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$340.6K
8,376
+23%
减持
XLY
SELECT SECTOR SPDR TR
-$322.6K
1,248
-58%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$321.2K
79,232
+8%
建仓
AGG
ISHARES TR
+$319.9K
3,225
增持
GLD
SPDR GOLD TR
+$313.2K
6,835
+11%
建仓
GQQQ
EA SERIES TRUST
+$313.0K
11,562
增持
GEV
GE VERNOVA INC
+$311.8K
1,028
+35%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$310.6K
85,594
+8%
清仓
BAX
BAXTER INTL INC
-$304.9K
0
-100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$302.7K
8,109
+27%
建仓
EFV
ISHARES TR
+$302.4K
4,764
建仓
PRU
PRUDENTIAL FINL INC
+$298.2K
2,776
增持
COST
COSTCO WHSL CORP NEW
+$290.0K
2,541
+8%
建仓
AVGO
BROADCOM INC
+$287.5K
1,043
建仓
DVY
ISHARES TR
+$285.5K
2,150
建仓
AGGA
EA SERIES TRUST
+$277.6K
10,998
建仓
AMLP
ALPS ETF TR
+$276.3K
5,655
减持
SCHQ
SCHWAB STRATEGIC TR
-$269.6K
11,083
-42%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$268.2K
69,164
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$267.9K
25,733
+5%
清仓
EWJ
ISHARES INC
-$266.2K
0
-100%
建仓
POCT
INNOVATOR ETFS TRUST
+$258.2K
6,253
建仓
UBER
UBER TECHNOLOGIES INC
+$257.5K
2,760
减持
ABBV
ABBVIE INC
-$253.6K
9,598
-1%
建仓
CM
CANADIAN IMPERIAL BK COMM
+$252.7K
3,568
减持
SPGI
S&P GLOBAL INC
-$252.0K
3,229
-16%
增持
VOT
VANGUARD INDEX FDS
+$247.0K
3,845
+11%
减持
KMB
KIMBERLY-CLARK CORP
-$246.7K
17,859
-0%
增持
IVV
ISHARES TR
+$246.7K
930
+58%
建仓
SPEM
SPDR INDEX SHS FDS
+$246.2K
5,760
增持
VYMI
VANGUARD WHITEHALL FDS
+$244.8K
20,222
+8%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$240.0K
32,858
+75%
建仓
ISTB
ISHARES TR
+$239.9K
4,930
建仓
TLH
ISHARES TR
+$239.7K
2,359
建仓
SBUX
STARBUCKS CORP
+$237.1K
2,587
减持
SMH
VANECK ETF TRUST
+$237.1K
4,009
-4%
清仓
KVUE
KENVUE INC
-$235.8K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$232.2K
4,152
+24%
建仓
GLDM
WORLD GOLD TR
+$231.5K
3,533
增持
ORCL
ORACLE CORP
+$231.1K
2,525
+10%
建仓
TFC
TRUIST FINL CORP
+$229.3K
5,335
建仓
OSK
OSHKOSH CORP
+$227.1K
2,000
建仓
MFC
MANULIFE FINL CORP
+$226.1K
7,076
建仓
SPTI
SPDR SERIES TRUST
+$225.7K
7,844
增持
AXP
AMERICAN EXPRESS CO
+$222.8K
1,757
+40%
建仓
ABT
ABBOTT LABS
+$220.9K
1,624
建仓
CPRJ
CALAMOS ETF TR
+$219.0K
8,500
清仓
SPIP
SPDR SER TR
-$218.5K
0
-100%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$217.9K
2,812
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$216.3K
20,996
+17%
建仓
ITW
ILLINOIS TOOL WKS INC
+$214.8K
869
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$214.5K
4,166
-1%
增持
VTV
VANGUARD INDEX FDS
+$212.7K
2,932
+66%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$212.4K
80,933
+3%
清仓
MET
METLIFE INC
-$211.4K
0
-100%
清仓
—
DISCOVER FINL SVCS
-$211.0K
0
-100%
增持
MRK
MERCK & CO INC
-$210.6K
20,484
+0%
建仓
IJS
ISHARES TR
+$208.9K
2,099
建仓
SUB
ISHARES TR
+$208.3K
1,959
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$208.0K
7,909
建仓
VIGI
VANGUARD WHITEHALL FDS
+$207.1K
2,298
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$205.3K
23,983
+7%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$202.7K
5,200
建仓
FDX
FEDEX CORP
+$202.0K
888
减持
AVUS
AMERICAN CENTY ETF TR
+$198.0K
29,112
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$194.0K
24,164
+4%
增持
SPSM
SPDR SERIES TRUST
+$188.8K
18,905
+25%
增持
XLE
SELECT SECTOR SPDR TR
+$175.1K
8,585
+45%
增持
F
FORD MTR CO
+$170.3K
47,258
+38%
增持
ITA
ISHARES TR
+$170.1K
4,376
+2%
增持
JNJ
JOHNSON & JOHNSON
-$169.9K
25,615
+4%
增持
EMR
EMERSON ELEC CO
+$163.5K
5,533
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$163.2K
1,361
+12%
