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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 37
增持 60
减持 41
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$8.4M
15,910
+569%
建仓
BDYN
BLACKROCK ETF TRUST
+$4.8M
191,508
建仓
SGOV
ISHARES TR
+$4.4M
44,002
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。
增持
VYM
VANGUARD WHITEHALL FDS
+$4.1M
53,479
+108%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.9M
87,447
+262%
增持
AAPL
APPLE INC
+$3.7M
62,130
+5%
建仓
BDVL
BLACKROCK ETF TRUST
+$3.2M
128,011
增持
IJR
ISHARES TR
+$2.9M
28,915
+475%
增持
SPTI
SPDR SERIES TRUST
+$2.4M
92,117
+1074%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$2.1M
25,573
+550%
建仓
SPTS
SPDR SERIES TRUST
+$2.1M
70,114
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$2.0M
8,185
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$1.9M
17,088
减持
QUAL
ISHARES TR
-$1.5M
6,732
-56%
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$1.3M
11,012
减持
ITOT
ISHARES TR
-$1.3M
2,613
-79%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$1.3M
9,138
减持
BND
VANGUARD BD INDEX FDS
-$1.3M
12,149
-59%
建仓
SPTL
SPDR SERIES TRUST
+$1.2M
44,663
增持
AGGA
EA SERIES TRUST
+$1.2M
58,159
+429%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.2M
33,214
+164%
增持
GQQQ
EA SERIES TRUST
+$1.1M
49,347
+327%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.1M
18,977
+134%
减持
MSFT
MICROSOFT CORP
+$953.3K
48,686
-0%
建仓
BHB
BAR HBR BANKSHARES
+$932.4K
30,609
减持
IEFA
ISHARES TR
-$926.4K
8,710
-57%
减持
IXUS
ISHARES TR
-$908.7K
2,959
-80%
减持
IVW
ISHARES TR
-$900.3K
2,034
-80%
增持
SCHG
SCHWAB STRATEGIC TR
+$890.5K
194,507
+7%
清仓
SCHM
SCHWAB STRATEGIC TR
-$875.8K
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$812.1K
10,676
+89%
增持
SPYM
SPDR SERIES TRUST
+$789.2K
29,994
+40%
增持
FELG
FIDELITY COVINGTON TRUST
+$787.3K
92,098
+14%
减持
JNJ
JOHNSON & JOHNSON
+$749.1K
25,142
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$697.3K
39,398
+61%
建仓
BINC
BLACKROCK ETF TRUST II
+$664.9K
12,490
减持
SCHA
SCHWAB STRATEGIC TR
-$637.9K
17,299
-61%
增持
MTUM
ISHARES TR
+$615.8K
6,072
+55%
减持
TSLA
TESLA INC
+$598.2K
5,291
-4%
增持
MGK
VANGUARD WORLD FD
+$598.1K
10,668
+6%
减持
XLC
SELECT SECTOR SPDR TR
-$555.5K
2,006
-73%
减持
NOBL
PROSHARES TR
-$547.6K
2,481
-69%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$542.3K
10,430
-50%
增持
XLF
SELECT SECTOR SPDR TR
+$522.4K
30,428
+43%
建仓
SHV
ISHARES TR
+$517.6K
4,684
建仓
KRE
SPDR SERIES TRUST
+$511.3K
8,077
减持
DGRO
ISHARES TR
-$501.6K
9,405
-47%
清仓
FLTB
FIDELITY MERRIMACK STR TR
-$485.9K
0
-100%
减持
USRT
ISHARES TR
-$481.1K
4,997
-64%
增持
CAT
CATERPILLAR INC
+$477.9K
5,337
+0%
增持
NVDA
NVIDIA CORPORATION
+$471.1K
12,812
+5%
增持
XLK
SELECT SECTOR SPDR TR
+$470.8K
3,139
+92%
增持
QQQ
INVESCO QQQ TR
+$434.7K
7,092
+2%
增持
PPI
INVESTMENT MANAGERS SER TR I
+$425.0K
42,411
+97%
建仓
BILS
SPDR SERIES TRUST
+$423.5K
4,255
减持
ABBV
ABBVIE INC
+$422.1K
9,517
-1%
清仓
FEZ
SPDR INDEX SHS FDS
-$416.5K
0
-100%
增持
B
BARRICK MNG CORP
+$409.3K
34,233
+0%
增持
XLY
SELECT SECTOR SPDR TR
+$397.6K
2,791
+124%
建仓
ALLW
SSGA ACTIVE TR
+$394.6K
14,154
清仓
USHY
ISHARES TR
-$393.1K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$374.2K
24,071
-1%
增持
GOOG
ALPHABET INC
+$361.8K
5,049
+3%
减持
GOOGL
ALPHABET INC
+$361.4K
5,464
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$360.2K
6,126
-27%
增持
VTI
VANGUARD INDEX FDS
+$356.2K
8,861
+6%
建仓
DMBS
DOUBLELINE ETF TRUST
+$346.3K
6,970
增持
FELC
FIDELITY COVINGTON TRUST
+$335.7K
78,781
+4%
增持
FDVV
FIDELITY COVINGTON TRUST
+$335.6K
29,439
+17%
增持
NEM
NEWMONT CORP
+$320.7K
12,293
+0%
减持
TLT
ISHARES TR
-$319.4K
20,904
-16%
建仓
IDEV
ISHARES TR
+$316.4K
3,947
减持
VHT
VANGUARD WORLD FD
-$313.4K
7,011
-18%
增持
HD
HOME DEPOT INC
+$310.4K
7,745
+0%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$309.4K
7,708
-28%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$301.7K
91,457
+7%
建仓
IEF
ISHARES TR
+$294.2K
3,050
增持
MGV
VANGUARD WORLD FD
+$281.5K
23,538
+4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$279.4K
73,991
-7%
清仓
MKL
MARKEL GROUP INC
-$275.6K
0
-100%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$271.6K
41,664
-27%
建仓
IJH
ISHARES TR
+$254.8K
3,904
增持
VZ
VERIZON COMMUNICATIONS INC
+$250.2K
129,447
+3%
建仓
INTC
INTEL CORP
+$248.5K
7,407
减持
PG
PROCTER AND GAMBLE CO
-$244.5K
38,683
-0%
建仓
NNE
NANO NUCLEAR ENERGY INC
+$239.7K
6,217
增持
SMH
VANECK ETF TRUST
+$236.1K
4,149
+3%
建仓
VXUS
VANGUARD STAR FDS
+$234.2K
3,188
建仓
—
LOGITECH INTL S A
+$232.6K
2,121
减持
XLE
SELECT SECTOR SPDR TR
-$231.4K
5,560
-35%
建仓
SPYI
NEOS ETF TRUST
+$227.6K
4,351
建仓
AMD
ADVANCED MICRO DEVICES INC
+$226.3K
1,399
清仓
IJT
ISHARES TR
-$224.8K
0
-100%
清仓
CPRJ
CALAMOS ETF TR
-$219.0K
0
-100%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$218.5K
2,874
清仓
—
ACCENTURE PLC IRELAND
-$214.6K
0
-100%
建仓
WELL
WELLTOWER INC
+$213.9K
1,201
建仓
LVS
LAS VEGAS SANDS CORP
+$213.7K
3,973
增持
META
META PLATFORMS INC
+$212.9K
2,796
+12%
建仓
TRMK
TRUSTMARK CORP
+$212.2K
5,359
建仓
ONEQ
FIDELITY COMWLTH TR
+$212.0K
2,379
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$210.0K
0
-100%
建仓
EIX
EDISON INTL
+$208.6K
3,774
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$208.0K
349
清仓
CGCB
CAPITAL GRP FIXED INCM ETF T
-$208.0K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$208.0K
745
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$206.1K
75,038
+1%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$205.1K
3,565
建仓
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$205.0K
8,163
增持
VTV
VANGUARD INDEX FDS
+$202.9K
3,867
+32%
建仓
—
JOHNSON CTLS INTL PLC
+$202.5K
1,842
清仓
FDX
FEDEX CORP
-$202.0K
0
-100%
建仓
VDE
VANGUARD WORLD FD
+$201.9K
1,604
增持
UUUU
ENERGY FUELS INC
+$199.1K
17,196
+52%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$198.5K
70,521
+2%
减持
MO
ALTRIA GROUP INC
+$197.8K
28,818
-1%
减持
GE
GE AEROSPACE
+$193.3K
5,005
-2%
减持
MBB
ISHARES TR
-$191.8K
13,070
-15%
增持
JPM
JPMORGAN CHASE & CO.
+$188.2K
4,528
+6%
增持
PFE
PFIZER INC
+$181.6K
87,231
+4%
减持
KO
COCA COLA CO
-$180.9K
29,108
-2%
增持
IEUR
ISHARES TR
+$180.5K
17,002
+15%
增持
TLH
ISHARES TR
+$177.4K
4,050
+72%
减持
COST
COSTCO WHSL CORP NEW
-$177.3K
2,526
-1%
增持
BNY
BANK NEW YORK MELLON CORP
+$176.6K
9,860
+0%
增持
AMZN
AMAZON COM INC
+$174.2K
8,412
+10%
减持
IFRA
ISHARES TR
-$173.8K
39,919
-14%
减持
GLW
CORNING INC
+$169.9K
5,873
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$169.4K
2,042
+15%
减持
FBND
FIDELITY MERRIMACK STR TR
-$161.8K
112,502
-4%
增持
ROE
EA SERIES TRUST
+$160.7K
20,905
+20%
增持
SCHD
SCHWAB STRATEGIC TR
+$157.5K
97,742
+3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$156.8K
25,768
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$156.4K
4,323
+4%
减持
AVUS
AMERICAN CENTY ETF TR
+$156.1K
28,437
-2%
增持
IEMG
ISHARES INC
+$155.2K
15,112
+8%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$148.4K
36,881
+7%
减持
COWZ
PACER FDS TR
-$144.9K
26,509
-12%
增持
WMT
WALMART INC
+$134.6K
16,651
+3%
增持
OKE
ONEOK INC NEW
-$133.7K
23,694
+4%
减持
CVX
CHEVRON CORP NEW
+$132.9K
13,590
-2%
减持
SPGI
S&P GLOBAL INC
-$132.5K
3,226
-0%
增持
VOT
VANGUARD INDEX FDS
+$130.7K
4,166
+8%
清仓
WBD
WARNER BROS DISCOVERY INC
-$126.8K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$121.2K
20,562
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$118.7K
33,665
+5%
减持
ORCL
ORACLE CORP
+$117.9K
2,382
-6%
减持
BYLD
ISHARES TR
-$113.8K
12,116
-30%
减持
BAC
BANK AMERICA CORP
+$111.7K
31,620
-2%
增持
VGT
VANGUARD WORLD FD
+$111.3K
1,011
+4%
