Silver Lake Advisory, LLC
COTTONWOOD HEIGHTS UT · SEC CIK 0001596055
$2.52亿2026Q1 申报市值
103持仓数
34.8%前十大占比 · 第一大 5.0%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CHD 新建仓+$314.48万
INGR 新建仓+$296.24万
VIGI 加仓+$292.35万
VOE 新建仓+$219.74万
DOCU 加仓+$193.29万
2026Q1 卖出最多 按季末市值估算
GLW 减仓-$637.57万
DOX 清仓-$239.79万
VUG 减仓-$230.19万
VOT 清仓-$206.26万
AMAT 减仓-$190.75万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $1,269.28万 | 5.04% | 126,096 | 3,704 | 3.0% | $37.28万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,123.59万 | 4.46% | 127,017 | 33,049 | 35.2% | $292.35万 | 加仓 |
| ABBV | ABBVIE INC | $1,028.13万 | 4.08% | 47,272 | -214 | -0.5% | -$4.65万 | 减仓 |
| CSCO | CISCO SYS INC | $993.38万 | 3.94% | 128,029 | -3,436 | -2.6% | -$26.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $873.01万 | 3.46% | 18,218 | -500 | -2.7% | -$23.96万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $792.07万 | 3.14% | 32,403 | -1,252 | -3.7% | -$30.60万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $774.85万 | 3.07% | 231,092 | -4,507 | -1.9% | -$15.11万 | 减仓 |
| GLW | CORNING INC | $715.42万 | 2.84% | 52,616 | -46,890 | -47.1% | -$637.57万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $603.30万 | 2.39% | 33,477 | -1,407 | -4.0% | -$25.36万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $601.69万 | 2.39% | 230,357 | -1,420 | -0.6% | -$3.71万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $589.46万 | 2.34% | 57,414 | -1,333 | -2.3% | -$13.69万 | 减仓 |
| AMAT | APPLIED MATLS INC | $571.26万 | 2.27% | 16,714 | -5,581 | -25.0% | -$190.75万 | 减仓 |
| UNM | UNUM GROUP | $537.46万 | 2.13% | 73,595 | -835 | -1.1% | -$6.10万 | 减仓 |
| MET | METLIFE INC | $505.75万 | 2.01% | 71,515 | -3,411 | -4.6% | -$24.12万 | 减仓 |
| PAYX | PAYCHEX INC | $496.11万 | 1.97% | 53,855 | 655 | 1.2% | $6.03万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $480.16万 | 1.91% | 30,382 | 499 | 1.7% | $7.89万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $469.55万 | 1.86% | 156,151 | 6,355 | 4.2% | $19.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $450.77万 | 1.79% | 12,177 | -110 | -0.9% | -$4.07万 | 减仓 |
| GRMN | GARMIN LTD | $445.46万 | 1.77% | 19,200 | -252 | -1.3% | -$5.85万 | 减仓 |
| DOCU | DOCUSIGN INC | $433.27万 | 1.72% | 91,387 | 40,770 | 80.5% | $193.29万 | 加仓 |
| FSLR | FIRST SOLAR INC | $409.97万 | 1.63% | 20,783 | -752 | -3.5% | -$14.83万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $376.99万 | 1.50% | 46,895 | 2,000 | 4.5% | $16.08万 | 加仓 |
| NVT | NVENT ELEC PLC | $370.02万 | 1.47% | 31,283 | -918 | -2.9% | -$10.86万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $355.15万 | 1.41% | 79,346 | -960 | -1.2% | -$4.30万 | 减仓 |
| GPC | GENUINE PARTS CO | $345.17万 | 1.37% | 32,641 | -1,652 | -4.8% | -$17.47万 | 减仓 |
| ENS | ENERSYS | $340.30万 | 1.35% | 19,589 | -10,018 | -33.8% | -$174.03万 | 减仓 |
| O | REALTY INCOME CORP | $323.51万 | 1.28% | 52,879 | -1,167 | -2.2% | -$7.14万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $323.19万 | 1.28% | 15,907 | -1,793 | -10.1% | -$36.43万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $317.81万 | 1.26% | 20,213 | 561 | 2.9% | $8.82万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $314.48万 | 1.25% | 33,699 | 33,699 | — | $314.48万 | 新建仓 |
| MCD | MCDONALDS CORP | $307.26万 | 1.22% | 9,887 | -1,180 | -10.7% | -$36.67万 | 减仓 |
| INGR | INGREDION INC | $296.24万 | 1.18% | 26,295 | 26,295 | — | $296.24万 | 新建仓 |
| EMR | EMERSON ELEC CO | $277.93万 | 1.10% | 21,213 | -1,789 | -7.8% | -$23.44万 | 减仓 |
| GWW | WW GRAINGER INC | $277.56万 | 1.10% | 2,545 | -15 | -0.6% | -$1.64万 | 减仓 |
| SJM | SMUCKER J M CO | $265.63万 | 1.05% | 27,544 | 794 | 3.0% | $7.66万 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $262.19万 | 1.04% | 36,095 | -1,583 | -4.2% | -$11.50万 | 减仓 |
| IUSV | ISHARES TR | $253.91万 | 1.01% | 24,832 | 881 | 3.7% | $9.01万 | 加仓 |
| ETN | EATON CORP PLC | $251.05万 | 1.00% | 7,019 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $238.28万 | 0.95% | 17,606 | -1,252 | -6.6% | -$16.94万 | 减仓 |
| VMI | VALMONT INDS INC | $232.54万 | 0.92% | 5,820 | -200 | -3.3% | -$7.99万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $219.74万 | 0.87% | 11,924 | 11,924 | — | $219.74万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $218.75万 | 0.87% | 12,543 | -300 | -2.3% | -$5.23万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.85% | 3 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $214.13万 | 0.85% | 4,512 | -141 | -3.0% | -$6.69万 | 减仓 |
| KO | COCA COLA CO | $208.95万 | 0.83% | 27,475 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $175.13万 | 0.69% | 16,520 | -3,000 | -15.4% | -$31.80万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $172.84万 | 0.69% | 28,498 | -1,602 | -5.3% | -$9.72万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $162.36万 | 0.64% | 10,440 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $156.32万 | 0.62% | 108,330 | -3,020 | -2.7% | -$4.36万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $156.27万 | 0.62% | 7,511 | -100 | -1.3% | -$2.08万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $154.52万 | 0.61% | 40,834 | -8,116 | -16.6% | -$30.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $148.57万 | 0.59% | 10,286 | -1,326 | -11.4% | -$19.15万 | 减仓 |
| AAPL | APPLE INC | $146.67万 | 0.58% | 5,779 | 22 | 0.4% | $5,584 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $144.26万 | 0.57% | 6,708 | 428 | 6.8% | $9.20万 | 加仓 |
| LLY | ELI LILLY & CO | $125.46万 | 0.50% | 1,364 | 2 | 0.1% | $1,840 | 加仓 |
| ATO | ATMOS ENERGY CORP | $121.43万 | 0.48% | 6,574 | 36 | 0.6% | $6,650 | 加仓 |
| RPM | RPM INTL INC | $121.19万 | 0.48% | 12,193 | -2,762 | -18.5% | -$27.45万 | 减仓 |
| UNP | UNION PAC CORP | $117.36万 | 0.47% | 4,837 | 24 | 0.5% | $5,823 | 加仓 |
| AON | AON PLC | $116.93万 | 0.46% | 3,623 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $104.74万 | 0.42% | 10,857 | -343 | -3.1% | -$3.31万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $96.14万 | 0.38% | 3,268 | 14 | 0.4% | $4,119 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $95.95万 | 0.38% | 1,475 | 4 | 0.3% | $2,602 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $90.00万 | 0.36% | 8,933 | 61 | 0.7% | $6,146 | 加仓 |
| PBI | PITNEY BOWES INC | $85.01万 | 0.34% | 76,928 | 624 | 0.8% | $6,895 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $80.21万 | 0.32% | 2,795 | 12 | 0.4% | $3,444 | 加仓 |
| TOST | TOAST INC | $79.70万 | 0.32% | 30,065 | 2,280 | 8.2% | $6.04万 | 加仓 |
| WAT | WATERS CORP | $74.03万 | 0.29% | 2,486 | 2,486 | — | $74.03万 | 新建仓 |
| RTX | RTX CORPORATION | $72.55万 | 0.29% | 3,761 | 12 | 0.3% | $2,315 | 加仓 |
| PEP | PEPSICO INC | $70.84万 | 0.28% | 4,562 | -157 | -3.3% | -$2.44万 | 减仓 |
| OKE | ONEOK INC NEW | $69.74万 | 0.28% | 7,715 | -3,231 | -29.5% | -$29.21万 | 减仓 |
| CMI | CUMMINS INC | $67.46万 | 0.27% | 1,254 | 29 | 2.4% | $1.56万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $65.85万 | 0.26% | 20,175 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $63.24万 | 0.25% | 12,973 | 74 | 0.6% | $3,608 | 加仓 |
| AMZN | AMAZON COM INC | $62.27万 | 0.25% | 2,990 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $60.80万 | 0.24% | 2,010 | 3 | 0.1% | $907 | 加仓 |
| INTU | INTUIT | $59.15万 | 0.23% | 1,368 | 1,068 | 356.0% | $46.18万 | 重新持有 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $56.60万 | 0.22% | 5,963 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $54.26万 | 0.22% | 17,687 | 122 | 0.7% | $3,743 | 加仓 |
| HD | HOME DEPOT INC | $47.15万 | 0.19% | 1,433 | 4 | 0.3% | $1,316 | 加仓 |
| — | EXXON MOBIL CORP | $46.41万 | 0.18% | 2,735 | -57 | -2.0% | -$9,672 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $46.04万 | 0.18% | 5,402 | 27 | 0.5% | $2,301 | 加仓 |
| ROL | ROLLINS INC | $42.22万 | 0.17% | 7,905 | 25 | 0.3% | $1,335 | 加仓 |
| CVX | CHEVRON CORPORATION | $38.82万 | 0.15% | 1,876 | 339 | 22.1% | $7.01万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $38.54万 | 0.15% | 387 | 1 | 0.3% | $996 | 加仓 |
| FAST | FASTENAL CO | $37.59万 | 0.15% | 8,101 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $37.42万 | 0.15% | 1,910 | -41 | -2.1% | -$8,033 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.03万 | 0.15% | 753 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $34.43万 | 0.14% | 7,717 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $34.29万 | 0.14% | 2,725 | 200 | 7.9% | $2.52万 | 加仓 |
| OMC | OMNICOM GROUP INC | $33.82万 | 0.13% | 4,490 | 45 | 1.0% | $3,389 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $32.71万 | 0.13% | 13,030 | 29 | 0.2% | $728 | 加仓 |
| QCOM | QUALCOMM INC | $31.05万 | 0.12% | 2,411 | -916 | -27.5% | -$11.80万 | 减仓 |
| TXN | TEXAS INSTRS INC | $30.07万 | 0.12% | 1,549 | 7 | 0.5% | $1,359 | 加仓 |
| VTI | VANGUARD INDEX FDS | $29.90万 | 0.12% | 932 | 3 | 0.3% | $962 | 加仓 |
| VUG | VANGUARD INDEX FDS | $27.20万 | 0.11% | 623 | -5,273 | -89.4% | -$230.19万 | 减仓 |
| GOOG | ALPHABET INC | $26.98万 | 0.11% | 940 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $26.47万 | 0.11% | 920 | 3 | 0.3% | $863 | 加仓 |
| CAT | CATERPILLAR INC | $26.46万 | 0.10% | 374 | 1 | 0.3% | $708 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.68万 | 0.10% | 1,213 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $21.92万 | 0.09% | 515 | 1 | 0.2% | $426 | 加仓 |