13F 机构持仓

Silicon Valley Capital Partners

SAN JOSE CA · SEC CIK 0001673633

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.21亿2026Q1
26Q1

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 13.5%
QQQ 7.3%
VGT 6.6%
NVDA 6.4%
MSFT 5.3%
GOOGL 5.3%
AAPL 5.1%
SHY 4.1%
META 3.7%
IEI 3.7%

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
OBDC BLUE OWL CAPITAL CORPORATION COM $00.00%0 -11,227-100.0% -$13.96万 清仓
RDDT REDDIT INC CL A $00.00%0 -500-100.0% -$11.49万 清仓
TPL TEXAS PACIFIC LAND CORPORATION COM $00.00%0 -184-100.0% -$5.29万 清仓
KIE STATE STREET SPDR S&P INSURANCE ETF $00.00%0 -614-100.0% -$3.70万 清仓
CWST CASELLA WASTE SYS INC CL A $00.00%0 -190-100.0% -$1.86万 清仓
SOFI SOFI TECHNOLOGIES INC COM $00.00%0 -450-100.0% -$1.18万 清仓
CEG CONSTELLATION ENERGY CORP COM $00.00%0 -28-100.0% -$9,892 清仓
AMBA AMBARELLA INC SHS $00.00%0 -124-100.0% -$8,800 清仓
GTLB GITLAB INC CLASS A COM $00.00%0 -99-100.0% -$3,725 清仓
KD KYNDRYL HLDGS INC COMMON STOCK $00.00%0 -76-100.0% -$2,019 清仓
— COSMOS HEALTH INC COM $00.00%1 1— — 新建仓
STE STERIS PLC SHS USD $10.00%0 0— — 清仓
— ODYSSEY MARINE EXPL INC COM NEW $80.00%9 00.0% — 不变
— ELME COMMUNITIES SH BEN INT $220.00%11 11— $22 新建仓
— SIFY TECHNOLOGIES LTD SPONSORED ADR $260.00%2 00.0% — 不变
VNO VORNADO RLTY TR SH BEN INT $260.00%1 1— $26 新建仓
BRX BRIXMOR PPTY GROUP INC COM $290.00%1 1— $29 新建仓
— SKINHEALTH SYSTEMS INC COM CL A $500.00%56 56— $50 新建仓
JBGS JBG SMITH PPTYS COM $580.00%4 4— $58 新建仓
SG SWEETGREEN INC COM CL A $620.00%12 12— $62 新建仓
ULCC FRONTIER GROUP HLDGS INC COM $640.00%18 18— $64 新建仓
ORC ORCHID IS CAP INC COM NEW $650.00%9 9— $65 新建仓
WPC WP CAREY INC COM $680.00%1 1— $68 新建仓
HR HEALTHCARE RLTY TR CL A COM $690.00%4 4— $69 新建仓
— REKOR SYSTEMS INC COM $710.00%86 86— $71 新建仓
CLDT CHATHAM LODGING TR COM $710.00%9 9— $71 新建仓
IRT INDEPENDENCE RLTY TR INC COM $740.00%5 5— $74 新建仓
ARI APOLLO COML REAL ESTATE FIN COM $740.00%7 7— $74 新建仓
TWI TITAN INTL INC ILL COM $760.00%11 11— $76 新建仓
SBRA SABRA HEALTH CARE REIT INC COM $780.00%4 4— $78 新建仓
SFIX STITCH FIX INC COM CL A $790.00%24 24— $79 新建仓
NHI NATIONAL HEALTH INVS INC COM $810.00%1 1— $81 新建仓
— SPORTSMANS WHSE HLDGS INC COM $850.00%60 60— $85 新建仓
NNN NNN REIT INC COM $850.00%2 2— $85 新建仓
WOOF PETCO HEALTH & WELLNESS CO INC COM $890.00%32 32— $89 新建仓
IVT INVENTRUST PPTYS CORP COM NEW $910.00%3 3— $91 新建仓
KIM KIMCO REALTY CORP COM $910.00%4 4— $91 新建仓
— SUPERIOR GROUP OF CO INC COM $930.00%9 9— $93 新建仓
— FILANA THERAPEUTICS INC COM $960.00%57 57— $96 新建仓
AKR ACADIA RLTY TR COM SH BEN INT $960.00%5 5— $96 新建仓
SSP SCRIPPS E W CO OHIO CL A NEW $970.00%26 26— $97 新建仓
RGNX REGENXBIO INC COM $1010.00%12 12— $101 新建仓
— TALPHERA INC COM NEW $1020.00%137 00.0% — 不变
BXP BXP INC COM $1040.00%2 2— $104 新建仓
— ARES COML REAL ESTATE CORP COM $1060.00%22 22— $106 新建仓
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW $1060.00%1 1— $106 新建仓
— SERA PROGNOSTICS INC CLASS A COM $1160.00%57 57— $116 新建仓
ZION ZIONS BANCORPORATION NATL ASSN COM $1160.00%2 2— $116 新建仓
UAA UNDER ARMOUR INC CL A $1180.00%20 20— $118 新建仓
SUZ SUZANO S A SPON ADS $1200.00%12 12— $120 新建仓
LAMR LAMAR ADVERTISING CO CL A $1280.00%1 1— $128 新建仓
— LXP INDUSTRIAL TRUST COM $1390.00%3 3— $139 新建仓
UEC URANIUM ENERGY CORP COM $1620.00%12 12— $162 新建仓
ZG ZILLOW GROUP INC CL A $1660.00%4 4— $166 新建仓
KRC KILROY REALTY CORP COM $1690.00%6 6— $169 新建仓
UGP ULTRAPAR PARTICIPACOES SA SP ADR REP COM $1710.00%31 31— $171 新建仓
MFA MFA FINL INC COM $1720.00%18 18— $172 新建仓
DNN DENISON MINES CORP COM $1770.00%50 00.0% — 不变
WVE WAVE LIFE SCIENCES LTD SHS $1810.00%25 25— $181 新建仓
YORW YORK WTR CO COM $1830.00%6 6— $183 新建仓
ZNTL ZENTALIS PHARMACEUTICALS INC COM $1970.00%84 84— $197 新建仓
SXC SUNCOKE ENERGY INC COM $1990.00%31 31— $199 新建仓
UDR UDR INC COM $2030.00%6 6— $203 新建仓
CUZ COUSINS PPTYS INC COM NEW $2030.00%9 9— $203 新建仓
VALE VALE S A SPONSORED ADS $2070.00%13 13— $207 新建仓
— SIGHT SCIENCES INC COM $2110.00%56 56— $211 新建仓
XRAY DENTSPLY SIRONA INC COM $2440.00%21 21— $244 新建仓
MAA MID-AMER APT CMNTYS INC COM $2440.00%2 2— $244 新建仓
CDP COPT DEFENSE PROPERTIES SHS BEN INT $2450.00%8 8— $245 新建仓
TRNO TERRENO RLTY CORP COM $2460.00%4 4— $246 新建仓
EPR EPR PPTYS COM SH BEN INT $2520.00%5 5— $252 新建仓
INN SUMMIT HOTEL PPTYS COM $2520.00%57 57— $252 新建仓
UPST UPSTART HLDGS INC COM $2570.00%10 00.0% — 不变
XPEV XPENG INC ADS $2570.00%15 15— $257 新建仓
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW $2600.00%29 29— $260 新建仓
TBCH TURTLE BEACH CORP COM NEW $2640.00%26 26— $264 新建仓
EXR EXTRA SPACE STORAGE INC COM $2660.00%2 2— $266 新建仓
RIVN RIVIAN AUTOMOTIVE INC COM CL A $2710.00%18 18— $271 新建仓
RIOT RIOT PLATFORMS INC COM $2840.00%23 23— $284 新建仓
HIW HIGHWOODS PPTYS INC COM $2850.00%13 13— $285 新建仓
CPT CAMDEN PPTY TR SH BEN INT $2930.00%3 3— $293 新建仓
— WHITESTONE REIT COM $2930.00%18 18— $293 新建仓
MPT MEDICAL PROPERTIES TRUST INC COM $2960.00%64 64— $296 新建仓
COLD AMERICOLD REALTY TRUST INC COM $2980.00%26 26— $298 新建仓
LTC LTC PPTYS INC COM $3020.00%8 8— $302 新建仓
ADC AGREE RLTY CORP COM $3040.00%4 4— $304 新建仓
RF REGIONS FINANCIAL CORP NEW COM $3130.00%12 12— $313 新建仓
WY WEYERHAEUSER CO COM NEW $3200.00%13 13— $320 新建仓
ZBH ZIMMER BIOMET HOLDINGS INC COM $3620.00%4 4— $362 新建仓
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A $3730.00%30 00.0% — 不变
SCHL SCHOLASTIC CORP COM $3930.00%10 10— $393 新建仓
STAA STAAR SURGICAL CO COM PAR $0.01 $4110.00%22 22— $411 新建仓
— ACV AUCTIONS INC COM CL A $4240.00%100 100— $424 新建仓
CTRE CARETRUST REIT INC COM $4400.00%12 12— $440 新建仓
RRC RANGE RES CORP COM $4530.00%10 10— $453 新建仓
ZTS ZOETIS INC CL A $4750.00%4 4— $475 新建仓
YETI YETI HLDGS INC COM $4760.00%13 13— $476 新建仓
OGN ORGANON & CO COMMON STOCK $4900.00%82 11.2% $6 加仓
TTI TETRA TECHNOLOGIES INC DEL COM $5030.00%59 59— $503 新建仓
SUI SUN CMNTYS INC COM $5040.00%4 4— $504 新建仓