Silverleafe Capital Partners, LLC
GERMANTOWN TN · SEC CIK 0001535611
$3.67亿2026Q2 申报市值
99持仓数
55.2%前十大占比 · 第一大 10.8%
6 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VGIT 重新持有+$751.30万
XAR 新建仓+$441.11万
VGLT 新建仓+$338.70万
XLB 新建仓+$272.02万
AIPO 加仓+$215.10万
2026Q2 卖出最多 按季末市值估算
WEST 减仓-$3,040.02万
IEF 清仓-$1,770.56万
IGPT 清仓-$423.44万
VB 减仓-$217.46万
RTX 清仓-$175.25万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TRUST SERIES I | $3,969.72万 | 10.82% | 53,907 | 238 | 0.4% | $17.53万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $3,406.62万 | 9.29% | 45,489 | 475 | 1.1% | $35.57万 | 加仓 |
| FDX | FEDEX CORP COM | $2,158.96万 | 5.89% | 68,948 | -499 | -0.7% | -$15.63万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $2,096.78万 | 5.72% | 28 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $1,797.48万 | 4.90% | 62,119 | -34 | -0.1% | -$9,838 | 减仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $1,581.17万 | 4.31% | 164,073 | -5,120 | -3.0% | -$49.34万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $1,489.03万 | 4.06% | 23,239 | -456 | -1.9% | -$29.22万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $1,337.59万 | 3.65% | 226,787 | 127,383 | 128.1% | $751.30万 | 重新持有 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,290.95万 | 3.52% | 133,667 | 1,830 | 1.4% | $17.67万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,116.65万 | 3.04% | 36,839 | -7,174 | -16.3% | -$217.46万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $1,115.20万 | 3.04% | 138,413 | 1,401 | 1.0% | $11.29万 | 加仓 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $977.76万 | 2.67% | 143,451 | 2,117 | 1.5% | $14.43万 | 加仓 |
| AZO | AUTOZONE INC COM | $948.45万 | 2.59% | 2,968 | 108 | 3.8% | $34.51万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $880.74万 | 2.40% | 116,638 | 756 | 0.7% | $5.71万 | 加仓 |
| AIPO | DEFIANCE AI & POWER INFRASTRUCTURE ETF | $855.33万 | 2.33% | 256,011 | 64,383 | 33.6% | $215.10万 | 加仓 |
| WEST | WESTROCK COFFEE CO COM | $785.22万 | 2.14% | 968,217 | -3,748,488 | -79.5% | -$3,040.02万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $612.60万 | 1.67% | 5,307 | 299 | 6.0% | $34.51万 | 加仓 |
| UFO | PROCURE SPACE ETF | $593.71万 | 1.62% | 117,172 | 29,561 | 33.7% | $149.79万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $537.71万 | 1.47% | 52,562 | 402 | 0.8% | $4.11万 | 加仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $441.11万 | 1.20% | 15,543 | 15,543 | — | $441.11万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $434.71万 | 1.19% | 14,593 | 806 | 5.8% | $24.01万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $425.36万 | 1.16% | 64,832 | 302 | 0.5% | $1.98万 | 加仓 |
| WMT | WALMART INC COM | $381.43万 | 1.04% | 33,677 | 272 | 0.8% | $3.08万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $377.08万 | 1.03% | 10,672 | 10 | 0.1% | $3,533 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $371.93万 | 1.01% | 209,776 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $338.70万 | 0.92% | 61,382 | 61,382 | — | $338.70万 | 新建仓 |
| MSFT | MICROSOFT CORP COM | $293.82万 | 0.80% | 7,877 | 2 | 0.0% | $746 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $288.88万 | 0.79% | 25,300 | 2,500 | 11.0% | $28.55万 | 加仓 |
| GEV | GE VERNOVA INC COM | $286.78万 | 0.78% | 2,441 | 161 | 7.1% | $18.92万 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $272.02万 | 0.74% | 53,515 | 53,515 | — | $272.02万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $254.32万 | 0.69% | 21,798 | -7,978 | -26.8% | -$93.08万 | 减仓 |
| KLAC | KLA CORP COM NEW | $230.54万 | 0.63% | 7,641 | 1,551 | 25.5% | $46.80万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $210.16万 | 0.57% | 2,814 | 68 | 2.5% | $5.08万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $209.46万 | 0.57% | 6,972 | -2,104 | -23.2% | -$63.21万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $206.95万 | 0.56% | 6,181 | 544 | 9.7% | $18.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $203.97万 | 0.56% | 10,194 | 1,258 | 14.1% | $25.17万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $186.68万 | 0.51% | 72,950 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $186.64万 | 0.51% | 4,307 | 806 | 23.0% | $34.93万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $170.23万 | 0.46% | 19,741 | -1,725 | -8.0% | -$14.87万 | 减仓 |
| CTVA | CORTEVA INC COM | $164.00万 | 0.45% | 19,365 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $163.72万 | 0.45% | 4,334 | 355 | 8.9% | $13.41万 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $132.03万 | 0.36% | 12,989 | 1,473 | 12.8% | $14.97万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $123.78万 | 0.34% | 37,184 | -12,077 | -24.5% | -$40.20万 | 减仓 |
| AMZN | AMAZON COM INC COM | $119.17万 | 0.32% | 5,000 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $118.70万 | 0.32% | 7,483 | 542 | 7.8% | $8.60万 | 加仓 |
| MMM | 3M CO COM | $113.34万 | 0.31% | 7,000 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $109.30万 | 0.30% | 1,518 | -99 | -6.1% | -$7.13万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $107.70万 | 0.29% | 6,497 | 12 | 0.2% | $1,989 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $93.43万 | 0.25% | 3,383 | 3,383 | — | $93.43万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC COM | $91.56万 | 0.25% | 1,067 | 279 | 35.4% | $23.94万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $86.40万 | 0.24% | 625 | 174 | 38.6% | $24.05万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $85.21万 | 0.23% | 18,464 | 160 | 0.9% | $7,384 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $74.54万 | 0.20% | 2,860 | 84 | 3.0% | $2.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $72.41万 | 0.20% | 1,447 | 0 | 0.0% | — | 不变 |
| — | ELDRIDGE AAA CLO ETF | $68.29万 | 0.19% | 26,660 | 317 | 1.2% | $8,120 | 加仓 |
| MCD | MCDONALDS CORP COM | $63.52万 | 0.17% | 2,350 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $60.16万 | 0.16% | 1,430 | -37 | -2.5% | -$1.56万 | 减仓 |
| ABBV | ABBVIE INC COM | $57.48万 | 0.16% | 2,284 | 2 | 0.1% | $503 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $56.66万 | 0.15% | 1,870 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $53.89万 | 0.15% | 3,637 | 429 | 13.4% | $6.36万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $53.68万 | 0.15% | 2,400 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $53.37万 | 0.15% | 3,227 | 2 | 0.1% | $331 | 加仓 |
| MPC | MARATHON PETE CORP COM | $51.13万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $50.05万 | 0.14% | 3,716 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $49.30万 | 0.13% | 12,010 | 5,010 | 71.6% | $20.57万 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $47.16万 | 0.13% | 12,000 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $47.15万 | 0.13% | 1,742 | 3 | 0.2% | $812 | 加仓 |
| INDA | ISHARES MSCI INDIA ETF | $46.85万 | 0.13% | 9,485 | -196 | -2.0% | -$9,680 | 减仓 |
| SLB | SLB LIMITED COM STK | $46.49万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $46.07万 | 0.13% | 793 | 793 | — | $46.07万 | 新建仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $42.41万 | 0.12% | 2,597 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $41.41万 | 0.11% | 4,519 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES ULTRA QQQ | $40.31万 | 0.11% | 4,166 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $39.90万 | 0.11% | 3,711 | 515 | 16.1% | $5.54万 | 加仓 |
| CMS | CMS ENERGY CORP COM | $38.25万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $36.21万 | 0.10% | 4,030 | -74 | -1.8% | -$6,649 | 减仓 |
| CLS | CELESTICA INC COM | $35.97万 | 0.10% | 986 | 183 | 22.8% | $6.68万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $34.10万 | 0.09% | 3,445 | -3 | -0.1% | -$297 | 减仓 |
| — | PROSHARES ULTRA RUSSELL2000 | $32.89万 | 0.09% | 4,892 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $32.39万 | 0.09% | 6,058 | -865 | -12.5% | -$4.63万 | 减仓 |
| SSO | PROSHARES ULTRA S&P 500 | $31.97万 | 0.09% | 4,744 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $31.26万 | 0.09% | 294 | -8 | -2.6% | -$8,507 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $29.12万 | 0.08% | 2,640 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $28.92万 | 0.08% | 2,250 | 0 | 0.0% | — | 不变 |
| GOOS | CANADA GOOSE HLDGS INC SHS SUB VTG | $28.53万 | 0.08% | 30,000 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL COM | $28.48万 | 0.08% | 3,750 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $27.46万 | 0.07% | 1,161 | 5 | 0.4% | $1,183 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $24.08万 | 0.07% | 20,067 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $23.64万 | 0.06% | 2,919 | 2,919 | — | $23.64万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $23.48万 | 0.06% | 1,731 | -3,464 | -66.7% | -$46.99万 | 减仓 |
| AXTI | AXT INC COM | $23.43万 | 0.06% | 3,250 | -327 | -9.1% | -$2.36万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $22.77万 | 0.06% | 13,637 | 1,317 | 10.7% | $2.20万 | 加仓 |
| HD | HOME DEPOT INC COM | $22.73万 | 0.06% | 644 | 8 | 1.3% | $2,824 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $22.36万 | 0.06% | 20,475 | 3,488 | 20.5% | $3.81万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $22.30万 | 0.06% | 2,421 | 224 | 10.2% | $2.06万 | 重新持有 |
| GOOGL | ALPHABET INC CAP STK CL A | $21.96万 | 0.06% | 615 | -2,356 | -79.3% | -$84.13万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC COM | $21.03万 | 0.06% | 208 | -9 | -4.1% | -$9,098 | 减仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CORP COM CL A | $20.96万 | 0.06% | 40,000 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $20.57万 | 0.06% | 6,747 | 77 | 1.2% | $2,348 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -185,516 | -100.0% | -$1,770.56万 | 清仓 |