Silicon Valley Capital Partners
SAN JOSE CA · SEC CIK 0001673633
$10.21亿2026Q1 申报市值
453持仓数
60.9%前十大占比 · 第一大 13.5%
194 / 11新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHW 加仓+$1,182.97万
AVGO 加仓+$1,171.38万
ORCL 加仓+$903.37万
UNH 加仓+$872.97万
SNOW 加仓+$797.53万
2026Q1 卖出最多 按季末市值估算
CRM 减仓-$1,448.04万
EXXON MOBIL CORP 减仓-$1,295.22万
USB 减仓-$937.87万
COST 减仓-$627.64万
HD 减仓-$603.66万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | $1.38亿 | 13.49% | 211,671 | -4,549 | -2.1% | -$295.84万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $7,482.93万 | 7.33% | 129,646 | -946 | -0.7% | -$54.60万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $6,686.27万 | 6.55% | 95,830 | 1,420 | 1.5% | $99.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $6,511.66万 | 6.38% | 373,375 | 19,182 | 5.4% | $334.53万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $5,395.43万 | 5.29% | 145,756 | 11,923 | 8.9% | $441.35万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $5,390.41万 | 5.28% | 187,453 | 12,737 | 7.3% | $366.27万 | 加仓 |
| AAPL | APPLE INC COM | $5,177.70万 | 5.07% | 204,015 | -4,399 | -2.1% | -$111.64万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $4,227.58万 | 4.14% | 511,999 | -20,286 | -3.8% | -$167.50万 | 减仓 |
| META | META PLATFORMS INC CL A | $3,758.04万 | 3.68% | 65,685 | 3,343 | 5.4% | $191.26万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $3,742.82万 | 3.67% | 315,584 | -12,068 | -3.7% | -$143.13万 | 减仓 |
| AMZN | AMAZON COM INC COM | $3,468.45万 | 3.40% | 166,536 | -12,083 | -6.8% | -$251.65万 | 减仓 |
| AVGO | BROADCOM INC COM | $3,439.85万 | 3.37% | 111,138 | 37,846 | 51.6% | $1,171.38万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $3,073.44万 | 3.01% | 271,722 | -1,807 | -0.7% | -$20.44万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2,310.77万 | 2.26% | 113,591 | 5,289 | 4.9% | $107.59万 | 加仓 |
| ORCL | ORACLE CORP COM | $2,150.01万 | 2.11% | 146,150 | 61,408 | 72.5% | $903.37万 | 加仓 |
| NOW | SERVICENOW INC COM | $1,770.41万 | 1.73% | 169,336 | 60,219 | 55.2% | $629.59万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $1,739.49万 | 1.70% | 39,825 | 285 | 0.7% | $12.45万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $1,641.39万 | 1.61% | 131,175 | -4,233 | -3.1% | -$52.97万 | 减仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $1,415.89万 | 1.39% | 128,263 | -3,719 | -2.8% | -$41.05万 | 减仓 |
| LLY | ELI LILLY & CO COM | $1,196.50万 | 1.17% | 13,009 | -4,703 | -26.6% | -$432.56万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,192.91万 | 1.17% | 11,972 | -6,299 | -34.5% | -$627.64万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $1,183.85万 | 1.16% | 125,968 | 125,875 | 135,349.5% | $1,182.97万 | 加仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $1,167.22万 | 1.14% | 108,457 | -9,674 | -8.2% | -$104.11万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,092.41万 | 1.07% | 36,115 | -1,835 | -4.8% | -$55.51万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $1,086.40万 | 1.06% | 37,399 | -1,913 | -4.9% | -$55.57万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $1,034.93万 | 1.01% | 212,293 | -76,845 | -26.6% | -$374.62万 | 减仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $943.26万 | 0.92% | 111,089 | -178 | -0.2% | -$1.51万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $927.33万 | 0.91% | 34,271 | 32,262 | 1,605.9% | $872.97万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $812.61万 | 0.80% | 53,879 | 52,879 | 5,287.9% | $797.53万 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $743.90万 | 0.73% | 187,144 | 187,144 | — | $743.90万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $425.67万 | 0.42% | 9,234 | 1,089 | 13.4% | $50.20万 | 加仓 |
| USB | US BANCORP COM NEW | $379.10万 | 0.37% | 72,890 | -180,324 | -71.2% | -$937.87万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $342.60万 | 0.34% | 9,324 | 10 | 0.1% | $3,674 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $319.28万 | 0.31% | 32,235 | 23 | 0.1% | $2,278 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $305.40万 | 0.30% | 6,373 | -343 | -5.1% | -$16.44万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $293.03万 | 0.29% | 10,215 | 2,859 | 38.9% | $82.01万 | 加仓 |
| — | EXXON MOBIL CORP COM | $271.31万 | 0.27% | 15,991 | -76,340 | -82.7% | -$1,295.22万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $270.79万 | 0.27% | 29,550 | -1,311 | -4.2% | -$12.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $236.10万 | 0.23% | 9,659 | -40 | -0.4% | -$9,778 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $224.66万 | 0.22% | 15,499 | -2,276 | -12.8% | -$32.99万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $222.22万 | 0.22% | 6,578 | 440 | 7.2% | $14.86万 | 加仓 |
| HD | HOME DEPOT INC COM | $188.97万 | 0.19% | 5,746 | -18,355 | -76.2% | -$603.66万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $186.82万 | 0.18% | 7,707 | 1,468 | 23.5% | $35.58万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $181.98万 | 0.18% | 24,203 | -1,843 | -7.1% | -$13.86万 | 减仓 |
| RBLX | ROBLOX CORP CL A | $176.21万 | 0.17% | 31,155 | -13,512 | -30.3% | -$76.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $133.19万 | 0.13% | 4,528 | -6,359 | -58.4% | -$187.05万 | 减仓 |
| CRM | SALESFORCE INC COM | $129.05万 | 0.13% | 6,913 | -77,570 | -91.8% | -$1,448.04万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $128.71万 | 0.13% | 3,018 | 2 | 0.1% | $853 | 加仓 |
| V | VISA INC COM CL A | $125.90万 | 0.12% | 4,166 | 402 | 10.7% | $12.15万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $117.83万 | 0.12% | 1,804 | -67 | -3.6% | -$4.38万 | 减仓 |
| INTU | INTUIT COM | $113.66万 | 0.11% | 2,629 | 6 | 0.2% | $2,594 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $98.96万 | 0.10% | 13,758 | 32 | 0.2% | $2,302 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $96.36万 | 0.09% | 1,613 | 81 | 5.3% | $4.84万 | 加仓 |
| EQIX | EQUINIX INC COM | $93.73万 | 0.09% | 956 | 6 | 0.6% | $5,883 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $87.81万 | 0.09% | 6,003 | 1,261 | 26.6% | $18.44万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $86.90万 | 0.09% | 1,739 | 20 | 1.2% | $9,994 | 加仓 |
| RTX | RTX CORPORATION COM | $84.03万 | 0.08% | 4,356 | 181 | 4.3% | $3.49万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $80.74万 | 0.08% | 1,336 | -197 | -12.9% | -$11.91万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $79.01万 | 0.08% | 6,435 | -965 | -13.0% | -$11.85万 | 减仓 |
| NFLX | NETFLIX INC. COM | $75.02万 | 0.07% | 7,803 | 283 | 3.8% | $2.72万 | 加仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $71.06万 | 0.07% | 7,093 | -215 | -2.9% | -$2.15万 | 减仓 |
| INTC | INTEL CORP COM | $69.58万 | 0.07% | 15,766 | -1,978 | -11.1% | -$8.73万 | 减仓 |
| TSLA | TESLA INC COM | $59.94万 | 0.06% | 1,612 | 299 | 22.8% | $11.12万 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $49.20万 | 0.05% | 4,000 | 4,000 | — | $49.20万 | 新建仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $48.52万 | 0.05% | 20,018 | 135 | 0.7% | $3,272 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $45.01万 | 0.04% | 1,153 | 459 | 66.1% | $17.92万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $41.87万 | 0.04% | 4,673 | -1,842 | -28.3% | -$16.50万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $41.13万 | 0.04% | 2,566 | 118 | 4.8% | $1.89万 | 加仓 |
| ADSK | AUTODESK INC COM | $40.36万 | 0.04% | 1,686 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $40.04万 | 0.04% | 2,207 | 1 | 0.0% | $181 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $38.12万 | 0.04% | 5,500 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $38.09万 | 0.04% | 4,909 | -275 | -5.3% | -$2.13万 | 减仓 |
| CAT | CATERPILLAR INC COM | $36.09万 | 0.04% | 509 | 317 | 165.1% | $22.47万 | 加仓 |
| WMT | WALMART INC COM | $35.90万 | 0.04% | 2,889 | 998 | 52.8% | $12.40万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $35.30万 | 0.03% | 5,625 | 26 | 0.5% | $1,632 | 加仓 |
| GEV | GE VERNOVA INC COM | $35.29万 | 0.03% | 404 | 200 | 98.0% | $17.47万 | 加仓 |
| BA | BOEING CO COM | $33.40万 | 0.03% | 1,678 | 500 | 42.4% | $9.95万 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $33.24万 | 0.03% | 815 | 1 | 0.1% | $408 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $31.64万 | 0.03% | 3,952 | 3,952 | — | $31.64万 | 新建仓 |
| STT | STATE STR CORP COM | $31.22万 | 0.03% | 2,467 | 16 | 0.7% | $2,025 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $29.48万 | 0.03% | 919 | 918 | 91,800.0% | $29.45万 | 重新持有 |
| LRCX | LAM RESEARCH CORP COM NEW | $27.65万 | 0.03% | 1,294 | 1,048 | 426.0% | $22.39万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $26.64万 | 0.03% | 5,050 | -3,450 | -40.6% | -$18.20万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $25.59万 | 0.03% | 4,545 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $25.07万 | 0.02% | 3,844 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $24.74万 | 0.02% | 1,196 | -6,905 | -85.2% | -$142.81万 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $24.27万 | 0.02% | 3,422 | 8 | 0.2% | $567 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $23.85万 | 0.02% | 669 | 2 | 0.3% | $713 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.46万 | 0.02% | 6,106 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $23.17万 | 0.02% | 953 | -515 | -35.1% | -$12.52万 | 减仓 |
| DINT | DAVIS SELECT INTERNATIONAL ETF | $22.64万 | 0.02% | 8,412 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $22.31万 | 0.02% | 660 | -2,438 | -78.7% | -$82.42万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $22.18万 | 0.02% | 649 | 506 | 353.8% | $17.29万 | 加仓 |
| GLD | SPDR GOLD SHARES | $22.03万 | 0.02% | 512 | 30 | 6.2% | $1.29万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $21.50万 | 0.02% | 1,554 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $21.38万 | 0.02% | 672 | 27 | 4.2% | $8,589 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $21.09万 | 0.02% | 1,424 | 108 | 8.2% | $1.60万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $20.78万 | 0.02% | 337 | 1 | 0.3% | $616 | 加仓 |
| PFE | PFIZER INC COM | $20.77万 | 0.02% | 7,397 | 35 | 0.5% | $983 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $19.65万 | 0.02% | 750 | 3 | 0.4% | $786 | 加仓 |