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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 36
增持 54
减持 44
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$5.8M
48,345
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.7M
149,353
+36%
增持
VTV
VANGUARD INDEX FDS
+$2.4M
16,161
+292%
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
BND
VANGUARD BD INDEX FDS
+$2.2M
41,692
+262%
建仓
CMTV
COMMUNITY BANCORP INC VT
+$1.9M
62,678
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.6M
141,959
+29%
增持
VUG
VANGUARD INDEX FDS
+$1.4M
5,053
+212%
增持
SGOV
ISHARES TR
+$1.4M
97,063
+16%
减持
—
EXXON MOBIL CORP
+$1.3M
26,616
-1%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
24,195
+15%
建仓
—
S&P GLOBAL INC
+$1.2M
2,800
减持
SCHG
SCHWAB STRATEGIC TR
-$1.2M
190,628
-8%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$1.1M
23,662
减持
AAPL
APPLE INC
-$1.1M
59,764
-0%
增持
VB
VANGUARD INDEX FDS
+$1.1M
9,215
+82%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.1M
24,807
+3%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$966.8K
11,683
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$957.0K
16,348
增持
SPTL
SPDR SERIES TRUST
+$952.9K
122,799
+43%
建仓
INMU
BLACKROCK ETF TRUST II
+$950.3K
39,745
减持
JNJ
JOHNSON & JOHNSON
+$891.6K
25,854
-1%
增持
VNQ
VANGUARD INDEX FDS
+$868.9K
21,861
+81%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$779.1K
57,153
+33%
减持
—
CARNIVAL CORP
-$777.4K
73,503
-16%
减持
VZ
VERIZON COMMUNICATIONS INC
+$770.5K
120,581
-7%
增持
CAT
CATERPILLAR INC
+$745.6K
5,483
+0%
增持
IVV
ISHARES TR
+$694.4K
2,672
+74%
减持
CVX
CHEVRON CORPORATION
+$669.6K
13,312
-3%
建仓
TFPM
TRIPLE FLAG PRECIOUS METAL
+$641.6K
18,483
建仓
IBMR
ISHARES TR
+$634.8K
25,042
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$629.7K
130,080
+36%
建仓
MUB
ISHARES TR
+$580.4K
5,468
建仓
GOVT
ISHARES TR
+$553.0K
24,136
减持
QQQ
INVESCO QQQ TR
-$542.2K
6,447
-7%
增持
BILZ
PIMCO ETF TR
+$537.5K
11,292
+89%
建仓
IBMP
ISHARES TR
+$535.9K
21,067
增持
OKE
ONEOK INC NEW
+$535.1K
24,963
+7%
建仓
IBMO
ISHARES TR
+$534.7K
20,864
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$518.1K
8,587
+46%
建仓
IBMS
ISHARES TR
+$499.8K
19,350
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$491.1K
137,236
+22%
减持
META
META PLATFORMS INC
-$488.2K
2,291
-16%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$479.0K
19,719
+33%
减持
LLY
ELI LILLY & CO
-$475.6K
1,861
-9%
清仓
KRE
SPDR SERIES TRUST
-$470.1K
0
-100%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$469.5K
35,192
+11%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$468.7K
13,376
建仓
HIMU
BLACKROCK ETF TRUST II
+$452.7K
9,436
减持
SPTI
SPDR SERIES TRUST
-$448.6K
93,405
-14%
增持
EFV
ISHARES TR
+$438.4K
11,167
+103%
增持
MGK
VANGUARD WORLD FD
-$435.1K
11,111
+2%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$414.3K
84,913
+43%
建仓
IEF
ISHARES TR
+$413.1K
4,329
建仓
VLUE
ISHARES TR
+$409.7K
2,882
减持
KMI
KINDER MORGAN INC DEL
+$409.5K
70,040
-1%
减持
T
AT&T INC
+$404.8K
100,754
-1%
增持
IBMQ
ISHARES TR
+$398.9K
23,877
+190%
增持
IJR
ISHARES TR
+$396.0K
41,771
+5%
增持
TSLA
TESLA INC
-$395.2K
5,467
+1%
增持
PPI
INVESTMENT MANAGERS SER TR I
+$390.4K
73,213
+20%
增持
IMCG
ISHARES TR
+$390.3K
10,797
+87%
减持
XLF
SELECT SECTOR SPDR TR
-$388.4K
27,830
-14%
增持
MDYV
SPDR SERIES TRUST
+$383.9K
13,649
+48%
减持
NVDA
NVIDIA CORPORATION
-$381.0K
11,359
-10%
清仓
PH
PARKER-HANNIFIN CORP
-$378.4K
0
-100%
增持
FELG
FIDELITY COVINGTON TRUST
-$375.0K
95,259
+1%
减持
SPYM
SPDR SERIES TRUST
-$373.1K
26,601
-11%
增持
GLW
CORNING INC
+$357.7K
6,195
+12%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$348.5K
154,878
+14%
建仓
CORO
BLACKROCK ETF TRUST
+$328.7K
10,222
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$326.4K
29,271
+36%
增持
SHV
ISHARES TR
+$324.5K
9,063
+48%
减持
SPGI
S&P GLOBAL INC
-$315.9K
3,227
-0%
减持
COST
COSTCO WHOLESALE CORPORATION
+$311.4K
2,464
-1%
增持
DMBS
DOUBLELINE ETF TRUST
+$309.5K
23,223
+38%
减持
SCHD
SCHWAB STRATEGIC TR
+$299.9K
95,076
-0%
减持
BDYN
BLACKROCK ETF TRUST
-$299.8K
189,364
-1%
建仓
POWR
ISHARES INC
+$297.3K
11,336
增持
ACWX
ISHARES TR
+$289.8K
8,632
+92%
减持
MRK
MERCK & CO INC
+$287.8K
20,871
-1%
增持
IEFA
ISHARES TR
+$287.5K
13,528
+29%
减持
BILS
SPDR SERIES TRUST
-$285.6K
6,159
-32%
减持
BDVL
BLACKROCK ETF TRUST
-$282.5K
123,849
-8%
增持
MO
ALTRIA GROUP INC
+$280.8K
29,323
+2%
增持
PFE
PFIZER INC
+$279.1K
84,377
+1%
清仓
UL
UNILEVER PLC
-$278.0K
0
-100%
建仓
IVE
ISHARES TR
+$275.2K
1,303
减持
ET
ENERGY TRANSFER L P
+$268.0K
110,214
-2%
清仓
EMB
ISHARES TR
-$266.8K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$265.0K
3,992
-8%
建仓
VDE
VANGUARD WORLD FD
+$263.2K
1,521
清仓
DKNG
DRAFTKINGS INC NEW
-$262.8K
0
-100%
增持
GEV
GE VERNOVA INC
+$261.9K
1,018
+6%
建仓
IAGG
ISHARES TR
+$255.6K
5,108
建仓
CLOA
BLACKROCK ETF TRUST II
+$255.2K
4,924
建仓
BAI
BLACKROCK ETF TRUST
+$255.2K
7,744
减持
GOOGL
ALPHABET INC
-$254.5K
5,135
-7%
清仓
ONEQ
FIDELITY COMWLTH TR
-$253.7K
0
-100%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$252.8K
0
-100%
建仓
AVEM
AMERICAN CENTY ETF TR
+$249.8K
3,099
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$249.6K
45,332
+5%
建仓
BTAL
AGF INVTS TR
+$247.9K
17,758
减持
VYM
VANGUARD WHITEHALL FDS
+$244.1K
63,819
-1%
建仓
CVLC
MORGAN STANLEY ETF TRUST
+$242.4K
3,028
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$240.7K
2,147
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$239.5K
25,462
-8%
增持
BINC
BLACKROCK ETF TRUST II
+$237.9K
18,883
+34%
减持
ALLW
SSGA ACTIVE TR
-$235.9K
16,005
-37%
增持
IEMG
ISHARES INC
+$234.1K
23,652
+12%
减持
XLK
SELECT SECTOR SPDR TR
-$233.5K
9,755
-8%
减持
BAC
BANK AMERICA CORP
-$233.3K
30,613
-2%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$232.9K
46,028
+11%
增持
DYNF
BLACKROCK ETF TRUST
+$228.7K
10,147
+71%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$224.9K
19,237
+8%
增持
NZF
NUVEEN MUN CR INCOME FD
+$224.3K
83,531
+32%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$218.7K
0
-100%
建仓
PFFA
ETFIS SER TR I
+$217.6K
10,688
减持
TLT
ISHARES TR
-$217.5K
18,623
-11%
建仓
THRO
BLACKROCK ETF TRUST
+$217.3K
5,999
建仓
VDIG
VANGUARD WELLESLEY INCOME FD
+$215.9K
3,790
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$215.7K
122,454
+20%
减持
BSX
BOSTON SCIENTIFIC CORP
-$215.4K
4,654
-13%
清仓
ABT
ABBOTT LABS
-$213.7K
0
-100%
清仓
—
LOGITECH INTL S A
-$212.6K
0
-100%
清仓
SHE
SPDR SERIES TRUST
-$212.4K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$210.2K
0
-100%
建仓
ILCV
ISHARES TR
+$208.4K
2,237
清仓
—
ACCENTURE PLC IRELAND
-$207.5K
0
-100%
减持
WU
WESTERN UN CO
-$206.7K
59,609
-24%
清仓
MLI
MUELLER INDS INC
-$205.7K
0
-100%
建仓
CLX
CLOROX CO DEL
+$205.4K
1,983
增持
IVW
ISHARES TR
+$205.1K
5,761
+59%
建仓
IJT
ISHARES TR
+$203.8K
1,408
清仓
XNIEX
VIRTUS EQUITY & CONV INCM FD
-$203.4K
0
-100%
建仓
EIX
EDISON INTL
+$202.1K
2,762
清仓
GM
GENERAL MTRS CO
-$201.8K
0
-100%
增持
V
VISA INC
+$200.4K
1,950
+76%
减持
VHT
VANGUARD WORLD FD
-$196.7K
6,113
-5%
增持
MGV
VANGUARD WORLD FD
+$194.0K
24,439
+3%
减持
XLV
SELECT SECTOR SPDR TR
-$190.9K
4,165
-20%
减持
IEUR
ISHARES TR
-$186.2K
17,439
-12%
减持
SCHQ
SCHWAB STRATEGIC TR
-$185.9K
14,894
-28%
减持
SPYG
SPDR SERIES TRUST
-$184.7K
4,130
-25%
减持
AVUS
AMERICAN CENTY ETF TR
-$184.6K
27,269
-5%
建仓
PDT
HANCOCK JOHN PREM DIVID FD
+$173.8K
13,265
增持
HDV
ISHARES TR
+$172.5K
5,025
+20%
减持
KMB
KIMBERLY-CLARK CORP
-$169.4K
17,636
-5%
减持
WMT
WALMART INC
+$169.4K
19,241
-4%
减持
VTI
VANGUARD INDEX FDS
-$168.2K
8,655
-1%
增持
SPYV
SPDR SERIES TRUST
+$163.9K
9,434
+45%
