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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 32
增持 80
减持 20
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$3.9M
83,392
+90%
增持
VOO
VANGUARD INDEX FDS
+$3.5M
21,120
+33%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.5M
0
-100%
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
SPTS
SPDR SERIES TRUST
+$1.7M
128,300
+83%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.7M
64,154
+20%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
109,546
+25%
增持
MSFT
MICROSOFT CORP
-$1.6M
48,936
+1%
增持
IJR
ISHARES TR
+$1.4M
39,912
+38%
增持
SPTL
SPDR SERIES TRUST
+$1.1M
86,011
+93%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.1M
12,164
+49%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$930.8K
110,109
+20%
增持
JNJ
JOHNSON & JOHNSON
+$766.4K
26,229
+4%
增持
GQQQ
EA SERIES TRUST
+$763.8K
74,146
+50%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$675.8K
31,822
+24%
增持
XLK
SELECT SECTOR SPDR TR
+$645.1K
10,626
+239%
增持
LLY
ELI LILLY & CO
+$635.6K
2,036
+0%
建仓
PYLD
PIMCO ETF TR
+$630.6K
23,635
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$618.5K
95,440
+52%
建仓
BILZ
PIMCO ETF TR
+$602.7K
5,981
增持
AGGA
EA SERIES TRUST
+$602.7K
82,215
+41%
增持
CAT
CATERPILLAR INC
+$592.9K
5,480
+3%
建仓
ESGV
VANGUARD WORLD FD
+$581.2K
4,805
减持
MTUM
ISHARES TR
-$578.7K
3,909
-36%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$533.7K
17,846
-6%
增持
SCHG
SCHWAB STRATEGIC TR
+$522.7K
206,299
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$510.5K
42,968
+29%
增持
WMT
WALMART INC
+$505.8K
19,943
+20%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$502.9K
14,854
+35%
增持
MRK
MERCK & CO INC
+$491.4K
21,118
+2%
增持
DMBS
DOUBLELINE ETF TRUST
+$490.9K
16,860
+142%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$481.5K
21,352
+25%
减持
MBB
ISHARES TR
-$480.6K
8,012
-39%
增持
BILS
SPDR SERIES TRUST
+$474.6K
9,051
+113%
建仓
WM
WASTE MGMT INC DEL
+$472.0K
2,148
减持
AAPL
APPLE INC
+$469.0K
59,918
-4%
增持
SPTI
SPDR SERIES TRUST
+$463.4K
108,376
+18%
减持
PG
PROCTER AND GAMBLE CO
-$462.4K
38,248
-1%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$459.7K
12,296
+35%
增持
HD
HOME DEPOT INC
-$455.7K
7,795
+1%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$450.1K
59,421
+81%
增持
IEMG
ISHARES INC
+$419.4K
21,059
+39%
增持
SPDW
SPDR INDEX SHS FDS
+$417.6K
47,365
+20%
增持
VZ
VERIZON COMMUNICATIONS INC
-$406.5K
129,701
+0%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$403.0K
104,759
+46%
增持
GOOGL
ALPHABET INC
+$402.7K
5,531
+1%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$401.8K
102,226
+41%
增持
IVV
ISHARES TR
+$394.4K
1,535
+56%
增持
XLV
SELECT SECTOR SPDR TR
+$387.3K
5,178
+74%
增持
MCD
MCDONALDS CORP
+$376.9K
3,486
+54%
建仓
DYNF
BLACKROCK ETF TRUST
+$361.6K
5,947
清仓
—
KELLANOVA
-$357.3K
0
-100%
增持
PPI
INVESTMENT MANAGERS SER TR I
+$355.2K
60,794
+43%
增持
GOOG
ALPHABET INC
+$355.1K
5,050
+0%
清仓
KHC
KRAFT HEINZ CO
-$346.1K
0
-100%
清仓
SPAB
SPDR SERIES TRUST
-$345.5K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
-$345.4K
18,543
+4%
减持
B
BARRICK MNG CORP
+$317.1K
33,039
-3%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$311.3K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$309.5K
23,974
-0%
增持
ROE
EA SERIES TRUST
+$307.8K
29,220
+40%
增持
IAU
ISHARES GOLD TR
+$305.7K
29,461
+3%
增持
SCHQ
SCHWAB STRATEGIC TR
+$305.6K
20,631
+91%
增持
ALLW
SSGA ACTIVE TR
+$303.0K
25,377
+79%
减持
COWZ
PACER FDS TR
-$302.9K
20,286
-23%
建仓
RTRE
COLLABORATIVE INVESTMNT SER
+$296.2K
11,737
清仓
IEF
ISHARES TR
-$294.2K
0
-100%
增持
GLD
SPDR GOLD TR
+$291.4K
6,866
+0%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$288.8K
3,426
增持
DIS
DISNEY WALT CO
+$286.0K
5,982
+74%
清仓
—
UNILEVER PLC
-$283.7K
0
-100%
建仓
VUSB
VANGUARD BD INDEX FDS
+$278.9K
5,595
建仓
IEI
ISHARES TR
+$278.3K
2,332
建仓
UL
UNILEVER PLC
+$278.0K
4,251
清仓
BYLD
ISHARES TR
-$277.7K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$270.4K
0
-100%
建仓
EMB
ISHARES TR
+$266.8K
2,771
增持
VTEB
VANGUARD MUN BD FDS
+$260.1K
38,690
+15%
建仓
WBD
WARNER BROS DISCOVERY INC
+$259.6K
9,009
增持
MU
MICRON TECHNOLOGY INC
+$259.4K
2,127
+2%
清仓
UBER
UBER TECHNOLOGIES INC
-$257.3K
0
-100%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$257.0K
76,962
+9%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$256.1K
43,344
+4%
减持
META
META PLATFORMS INC
-$254.2K
2,726
-3%
增持
IEUR
ISHARES TR
+$253.5K
19,888
+17%
减持
MO
ALTRIA GROUP INC
-$249.4K
28,690
-0%
建仓
EWJ
ISHARES INC
+$248.3K
3,076
建仓
FDX
FEDEX CORP
+$248.3K
860
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$244.5K
41,465
+12%
清仓
NNE
NANO NUCLEAR ENERGY INC
-$239.7K
0
-100%
清仓
SPEM
SPDR INDEX SHS FDS
-$237.8K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$234.3K
7,913
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$234.1K
0
-100%
建仓
NKE
NIKE INC
+$233.4K
3,663
建仓
NFLX
NETFLIX INC
+$227.2K
2,423
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$226.4K
112,217
+11%
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$225.2K
4,917
增持
MGK
VANGUARD WORLD FD
+$224.9K
10,945
+3%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$218.7K
9,781
建仓
SCHW
SCHWAB CHARLES CORP
+$218.6K
2,188
建仓
UNP
UNION PAC CORP
+$217.7K
941
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$212.8K
5,972
建仓
SHE
SPDR SERIES TRUST
+$212.4K
1,608
建仓
FCX
FREEPORT-MCMORAN INC
+$211.8K
4,170
建仓
FNDF
SCHWAB STRATEGIC TR
+$211.5K
4,678
建仓
IBMQ
ISHARES TR
+$210.7K
8,237
建仓
COIN
COINBASE GLOBAL INC
+$210.2K
930
清仓
SUB
ISHARES TR
-$209.9K
0
-100%
清仓
EIX
EDISON INTL
-$208.6K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$207.5K
773
增持
MDYV
SPDR SERIES TRUST
+$206.8K
9,194
+34%
建仓
MLI
MUELLER INDS INC
+$205.7K
1,792
建仓
IUSG
ISHARES TR
+$202.2K
1,204
清仓
VDE
VANGUARD WORLD FD
-$201.9K
0
-100%
建仓
GM
GENERAL MTRS CO
+$201.8K
2,482
增持
IVW
ISHARES TR
+$201.0K
3,623
+78%
减持
LQD
ISHARES TR
-$200.6K
10,586
-14%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$200.3K
11,997
减持
COST
COSTCO WHSL CORP NEW
-$194.3K
2,486
-2%
减持
NEM
NEWMONT CORP
+$189.3K
12,276
-0%
减持
AMGN
AMGEN INC
+$188.4K
4,548
-1%
增持
TD
TORONTO DOMINION BK ONT
+$183.3K
11,389
+2%
减持
BNY
BANK NEW YORK MELLON CORP
-$180.5K
7,699
-22%
增持
IEFA
ISHARES TR
+$176.7K
10,476
+20%
增持
WU
WESTERN UN CO
+$176.5K
78,097
+13%
增持
VYMI
VANGUARD WHITEHALL FDS
+$174.8K
21,289
+4%
减持
—
EXXON MOBIL CORP
+$170.6K
26,795
-1%
增持
FELG
FIDELITY COVINGTON TRUST
+$159.2K
94,634
+3%
增持
SHV
ISHARES TR
+$158.4K
6,137
+31%
增持
ORCL
ORACLE CORP
-$157.1K
2,631
+10%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$156.8K
136,322
+6%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$155.5K
144,881
+6%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$146.8K
75,634
+1%
增持
T
AT&T INC
-$146.3K
101,292
+7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$145.3K
76,349
+3%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$142.0K
84,087
+4%
增持
TLH
ISHARES TR
+$138.2K
5,463
+35%
增持
AMZN
AMAZON COM INC
+$137.9K
8,600
+2%
减持
DGRO
ISHARES TR
-$137.6K
7,242
-23%
增持
BDVL
BLACKROCK ETF TRUST
+$135.1K
134,463
+5%
增持
FELC
FIDELITY COVINGTON TRUST
+$132.7K
80,399
+2%
减持
PFE
PFIZER INC
-$132.4K
83,944
-4%
清仓
—
HANESBRANDS INC
-$128.9K
0
-100%
增持
FDVV
FIDELITY COVINGTON TRUST
+$128.5K
31,197
+6%
增持
LVHI
LEGG MASON ETF INVT
+$127.4K
58,480
+0%
减持
PSA
PUBLIC STORAGE OPER CO
-$126.9K
2,516
-7%
增持
AVUS
AMERICAN CENTY ETF TR
+$125.3K
28,774
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$123.2K
32,177
+6%
清仓
FLNC
FLUENCE ENERGY INC
-$123.1K
0
-100%
减持
ET
ENERGY TRANSFER L P
-$118.7K
112,741
-2%
增持
RING
ISHARES INC
+$118.6K
6,756
+15%
