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 |
|---|---|---|---|---|---|---|---|---|
| RIG | TRANSOCEAN LTD REGISTERED SHS | $511 | 0.00% | 77 | 77 | — | $511 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $538 | 0.00% | 23 | 23 | — | $538 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $577 | 0.00% | 19 | 19 | — | $577 | 新建仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $607 | 0.00% | 287 | 287 | — | $607 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $613 | 0.00% | 10 | 10 | — | $613 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $651 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AAT | AMERICAN ASSETS TR INC COM | $656 | 0.00% | 36 | 36 | — | $656 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $677 | 0.00% | 20 | 20 | — | $677 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO COM | $683 | 0.00% | 15 | 15 | — | $683 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC COM | $703 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL COM | $715 | 0.00% | 7 | 7 | — | $715 | 新建仓 |
| STAG | STAG INDUSTRIAL INC COM | $721 | 0.00% | 20 | 20 | — | $721 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $722 | 0.00% | 39 | 39 | — | $722 | 新建仓 |
| SNY | SANOFI SA SPONSORED ADR | $723 | 0.00% | 15 | 15 | — | $723 | 新建仓 |
| ESS | ESSEX PPTY TR INC COM | $726 | 0.00% | 3 | 3 | — | $726 | 新建仓 |
| TFC | TRUIST FINL CORP COM | $743 | 0.00% | 16 | 16 | — | $743 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC COM SHS | $755 | 0.00% | 45 | 45 | — | $755 | 新建仓 |
| SMTC | SEMTECH CORP COM | $769 | 0.00% | 10 | 10 | — | $769 | 新建仓 |
| RNG | RINGCENTRAL INC CL A | $783 | 0.00% | 21 | 21 | — | $783 | 新建仓 |
| FSLR | FIRST SOLAR INC COM | $789 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $794 | 0.00% | 10 | 10 | — | $794 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $804 | 0.00% | 10 | 10 | — | $804 | 新建仓 |
| RHI | ROBERT HALF INC. COM | $834 | 0.00% | 33 | 33 | — | $834 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $836 | 0.00% | 4 | 4 | — | $836 | 新建仓 |
| SYNA | SYNAPTICS INC COM | $840 | 0.00% | 12 | 12 | — | $840 | 新建仓 |
| RMBS | RAMBUS INC DEL COM | $860 | 0.00% | 10 | 10 | — | $860 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL COM | $888 | 0.00% | 13 | 13 | — | $888 | 新建仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $890 | 0.00% | 43 | -199 | -82.2% | -$4,119 | 重新持有 |
| VTR | VENTAS INC COM | $900 | 0.00% | 11 | 11 | — | $900 | 新建仓 |
| EGP | EASTGROUP PPTYS INC COM | $925 | 0.00% | 5 | 5 | — | $925 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $928 | 0.00% | 47 | 47 | — | $928 | 新建仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $932 | 0.00% | 14 | 14 | — | $932 | 新建仓 |
| RKT | ROCKET COS INC COM CL A | $941 | 0.00% | 66 | 66 | — | $941 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $946 | 0.00% | 16 | 16 | — | $946 | 新建仓 |
| VISN | VISTANCE NETWORKS INC COM | $965 | 0.00% | 53 | 53 | — | $965 | 新建仓 |
| SW | SMURFIT WESTROCK PLC SHS | $968 | 0.00% | 24 | 24 | — | $968 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $974 | 0.00% | 10 | 10 | — | $974 | 新建仓 |
| TS | TENARIS S A SPONSORED ADS | $1,047 | 0.00% | 18 | 18 | — | $1,047 | 新建仓 |
| VSAT | VIASAT INC COM | $1,053 | 0.00% | 23 | 23 | — | $1,053 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $1,082 | 0.00% | 19 | 19 | — | $1,082 | 新建仓 |
| VC | VISTEON CORP COM NEW | $1,189 | 0.00% | 13 | 13 | — | $1,189 | 新建仓 |
| ABNB | AIRBNB INC COM CL A | $1,263 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $1,270 | 0.00% | 7 | 7 | — | $1,270 | 新建仓 |
| ECHO | ECHOSTAR CORP CL A | $1,288 | 0.00% | 11 | -10 | -47.6% | -$1,171 | 重新持有 |
| XYL | XYLEM INC COM | $1,319 | 0.00% | 11 | 11 | — | $1,319 | 新建仓 |
| NKE | NIKE INC CL B | $1,338 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $1,455 | 0.00% | 129 | 129 | — | $1,455 | 新建仓 |
| MMM | 3M CO COM | $1,460 | 0.00% | 10 | 10 | — | $1,460 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $1,523 | 0.00% | 19 | 19 | — | $1,523 | 新建仓 |
| KDP | KEURIG DR PEPPER INC COM | $1,527 | 0.00% | 58 | 58 | — | $1,527 | 新建仓 |
| PHM | PULTE GROUP INC COM | $1,529 | 0.00% | 13 | 13 | — | $1,529 | 新建仓 |
| TSSI | TSS INC DEL COM | $1,561 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1,565 | 0.00% | 57 | 57 | — | $1,565 | 新建仓 |
| CLX | CLOROX CO DEL COM | $1,570 | 0.00% | 15 | 15 | — | $1,570 | 新建仓 |
| WELL | WELLTOWER INC COM | $1,587 | 0.00% | 8 | 8 | — | $1,587 | 新建仓 |
| RY | ROYAL BK CDA COM | $1,627 | 0.00% | 10 | 10 | — | $1,627 | 新建仓 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $1,635 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $1,679 | 0.00% | 18 | 18 | — | $1,679 | 新建仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $1,702 | 0.00% | 13 | 13 | — | $1,702 | 新建仓 |
| TOL | TOLL BROTHERS INC COM | $1,774 | 0.00% | 13 | 13 | — | $1,774 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $1,797 | 0.00% | 18 | 18 | — | $1,797 | 新建仓 |
| ED | CONSOLIDATED EDISON INC COM | $1,825 | 0.00% | 16 | 16 | — | $1,825 | 新建仓 |
| EMR | EMERSON ELEC CO COM | $1,842 | 0.00% | 14 | 14 | — | $1,842 | 新建仓 |
| NTAP | NETAPP INC COM | $1,843 | 0.00% | 18 | 18 | — | $1,843 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $1,884 | 0.00% | 26 | 26 | — | $1,884 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $1,888 | 0.00% | 10 | 10 | — | $1,888 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $1,962 | 0.00% | 13 | 13 | — | $1,962 | 新建仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $1,969 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $2,050 | 0.00% | 70 | 70 | — | $2,050 | 新建仓 |
| O | REALTY INCOME CORP COM | $2,097 | 0.00% | 34 | 34 | — | $2,097 | 新建仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $2,155 | 0.00% | 26 | 26 | — | $2,155 | 新建仓 |
| GM | GENERAL MTRS CO COM | $2,166 | 0.00% | 29 | 29 | — | $2,166 | 新建仓 |
| NEM | NEWMONT CORP COM | $2,171 | 0.00% | 20 | 20 | — | $2,171 | 新建仓 |
| CVE | CENOVUS ENERGY INC COM | $2,239 | 0.00% | 84 | 84 | — | $2,239 | 新建仓 |
| COMP | COMPASS INC CL A | $2,246 | 0.00% | 307 | 307 | — | $2,246 | 新建仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $2,310 | 0.00% | 28 | 28 | — | $2,310 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $2,322 | 0.00% | 257 | 1 | 0.4% | $9 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $2,379 | 0.00% | 12 | 12 | — | $2,379 | 新建仓 |
| MP | MP MATERIALS CORP COM CL A | $2,413 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $2,422 | 0.00% | 59 | 57 | 2,850.0% | $2,340 | 加仓 |
| UNP | UNION PAC CORP COM | $2,440 | 0.00% | 10 | 10 | — | $2,440 | 新建仓 |
| CRNC | CERENCE INC COM | $2,528 | 0.00% | 401 | 401 | — | $2,528 | 新建仓 |
| TJX | TJX COS INC NEW COM | $2,562 | 0.00% | 16 | 16 | — | $2,562 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $2,600 | 0.00% | 30 | 28 | 1,400.0% | $2,427 | 重新持有 |
| APLD | APPLIED DIGITAL CORP COM NEW | $2,611 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $2,678 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $2,729 | 0.00% | 30 | 30 | — | $2,729 | 新建仓 |
| TWLO | TWILIO INC CL A | $2,768 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $2,769 | 0.00% | 30 | 30 | — | $2,769 | 新建仓 |
| KMI | KINDER MORGAN INC DEL COM | $2,842 | 0.00% | 85 | 85 | — | $2,842 | 新建仓 |
| VAL | VALARIS LTD CL A | $2,843 | 0.00% | 29 | 29 | — | $2,843 | 新建仓 |
| GLW | CORNING INC COM | $2,861 | 0.00% | 21 | 21 | — | $2,861 | 新建仓 |
| COHR | COHERENT CORP COM | $2,903 | 0.00% | 12 | 12 | — | $2,903 | 新建仓 |
| APH | AMPHENOL CORP CL A | $2,906 | 0.00% | 23 | 23 | — | $2,906 | 新建仓 |
| WMB | WILLIAMS COS INC COM | $2,932 | 0.00% | 40 | 40 | — | $2,932 | 新建仓 |
| GILD | GILEAD SCIENCES INC COM | $2,944 | 0.00% | 21 | 21 | — | $2,944 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $2,999 | 0.00% | 35 | 35 | — | $2,999 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $3,048 | 0.00% | 15 | 15 | — | $3,048 | 新建仓 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $3,068 | 0.00% | 102 | 1 | 1.0% | $30 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3,068 | 0.00% | 100 | 100 | — | $3,068 | 新建仓 |