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 |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES SEMICONDUCTOR ETF | $18.13万 | 0.02% | 552 | 1 | 0.2% | $328 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $17.51万 | 0.02% | 2,272 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $17.33万 | 0.02% | 1,308 | 4 | 0.3% | $530 | 加仓 |
| AMGN | AMGEN INC COM | $17.15万 | 0.02% | 487 | 3 | 0.6% | $1,056 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $16.32万 | 0.02% | 1,079 | 1,079 | — | $16.32万 | 新建仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $16.19万 | 0.02% | 1,956 | 15 | 0.8% | $1,241 | 加仓 |
| TER | TERADYNE INC COM | $14.83万 | 0.01% | 500 | 500 | — | $14.83万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $14.78万 | 0.01% | 521 | 521 | — | $14.78万 | 新建仓 |
| FLEX | FLEX LTD ORD | $14.51万 | 0.01% | 2,216 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP COM CL A | $13.55万 | 0.01% | 1,000 | -900 | -47.4% | -$12.19万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $12.97万 | 0.01% | 1,250 | 1,000 | 400.0% | $10.38万 | 加仓 |
| ABBV | ABBVIE INC COM | $12.62万 | 0.01% | 580 | 35 | 6.4% | $7,617 | 加仓 |
| MCD | MCDONALDS CORP COM | $11.78万 | 0.01% | 379 | 102 | 36.8% | $3.17万 | 加仓 |
| EME | EMCOR GROUP INC COM | $11.13万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $10.96万 | 0.01% | 1,000 | 700 | 233.3% | $7.67万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $10.57万 | 0.01% | 1,790 | -165 | -8.4% | -$9,740 | 减仓 |
| WFC | WELLS FARGO & CO COM | $10.01万 | 0.01% | 1,258 | -422 | -25.1% | -$3.36万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $9.28万 | 0.01% | 904 | 234 | 34.9% | $2.40万 | 加仓 |
| OKLO | OKLO INC COM CL A | $9.23万 | 0.01% | 1,862 | 1,134 | 155.8% | $5.62万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $8.97万 | 0.01% | 457 | 2 | 0.4% | $393 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $8.50万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $8.07万 | 0.01% | 968 | 3 | 0.3% | $250 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $8.06万 | 0.01% | 1,040 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $7.51万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $7.30万 | 0.01% | 1,213 | 11 | 0.9% | $662 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $7.27万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $7.21万 | 0.01% | 560 | 44 | 8.5% | $5,665 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $7.16万 | 0.01% | 496 | -21 | -4.1% | -$3,031 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $7.00万 | 0.01% | 1,154 | 58 | 5.3% | $3,517 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $6.98万 | 0.01% | 2,306 | 28 | 1.2% | $848 | 加仓 |
| BX | BLACKSTONE INC COM | $6.92万 | 0.01% | 602 | 13 | 2.2% | $1,494 | 加仓 |
| ITT | ITT INC COM | $6.79万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| FAS | DIREXION DAILY FINANCIAL BULL 3X ETF | $6.37万 | 0.01% | 538 | 3 | 0.6% | $355 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $6.22万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $6.14万 | 0.01% | 294 | 21 | 7.7% | $4,382 | 加仓 |
| PEP | PEPSICO INC COM | $6.08万 | 0.01% | 392 | 235 | 149.7% | $3.64万 | 加仓 |
| DIS | DISNEY WALT CO COM | $5.84万 | 0.01% | 605 | 4 | 0.7% | $386 | 加仓 |
| BCPC | BALCHEM CORP COM | $5.69万 | 0.01% | 336 | 2 | 0.6% | $339 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $5.53万 | 0.01% | 3,834 | 369 | 10.6% | $5,324 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $5.36万 | 0.01% | 825 | -912 | -52.5% | -$5.93万 | 减仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $5.30万 | 0.01% | 569 | 3 | 0.5% | $279 | 加仓 |
| — | HONEYWELL INTL INC COM | $5.11万 | 0.01% | 226 | 64 | 39.5% | $1.45万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $5.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO COM | $4.84万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES LARGE CAP CORE PLUS | $4.80万 | 0.00% | 641 | 2 | 0.3% | $150 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $4.78万 | 0.00% | 249 | 1 | 0.4% | $192 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $4.67万 | 0.00% | 1,247 | 11 | 0.9% | $412 | 加仓 |
| NXT | NEXTPOWER INC CLASS A COM | $4.64万 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $4.59万 | 0.00% | 494 | 489 | 9,780.0% | $4.55万 | 加仓 |
| MRK | MERCK & CO INC COM | $4.58万 | 0.00% | 380 | 30 | 8.6% | $3,612 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $4.45万 | 0.00% | 638 | 638 | — | $4.45万 | 新建仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $4.38万 | 0.00% | 200 | 200 | — | $4.38万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $4.33万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $4.24万 | 0.00% | 1,017 | 1 | 0.1% | $42 | 加仓 |
| AFL | AFLAC INC COM | $4.11万 | 0.00% | 375 | 2 | 0.5% | $219 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.10万 | 0.00% | 207 | 13 | 6.7% | $2,575 | 加仓 |
| — | ISHARES ETHEREUM TRUST ETF | $3.72万 | 0.00% | 2,349 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $3.61万 | 0.00% | 612 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $3.54万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC COM | $3.51万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP COM STK | $3.48万 | 0.00% | 858 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $3.46万 | 0.00% | 190 | 16 | 9.2% | $2,918 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3.45万 | 0.00% | 510 | -584 | -53.4% | -$3.95万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $3.42万 | 0.00% | 234 | 1 | 0.4% | $146 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $3.08万 | 0.00% | 613 | 75 | 13.9% | $3,765 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $3.03万 | 0.00% | 1,009 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $3.02万 | 0.00% | 643 | 6 | 0.9% | $282 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $2.96万 | 0.00% | 250 | 15 | 6.4% | $1,778 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $2.95万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC COM | $2.92万 | 0.00% | 753 | -694 | -48.0% | -$2.69万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $2.90万 | 0.00% | 1,700 | 10 | 0.6% | $171 | 加仓 |
| WULF | TERAWULF INC COM | $2.89万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $2.68万 | 0.00% | 163 | 25 | 18.1% | $4,106 | 加仓 |
| TOST | TOAST INC CL A | $2.65万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $2.57万 | 0.00% | 30 | -451 | -93.8% | -$38.62万 | 减仓 |
| CSL | CARLISLE COS INC COM | $2.56万 | 0.00% | 77 | -117 | -60.3% | -$3.89万 | 减仓 |
| RACE | FERRARI N V COM | $2.53万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD SHS | $2.43万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $2.43万 | 0.00% | 515 | 2 | 0.4% | $94 | 加仓 |
| LOW | LOWES COS INC COM | $2.41万 | 0.00% | 102 | 12 | 13.3% | $2,830 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $2.40万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $2.39万 | 0.00% | 197 | -54 | -21.5% | -$6,558 | 减仓 |
| PLD | PROLOGIS INC. COM | $2.33万 | 0.00% | 176 | 176 | — | $2.33万 | 新建仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2.27万 | 0.00% | 17 | 3 | 21.4% | $4,013 | 加仓 |
| — | WEBSTER FINL CORP COM | $2.05万 | 0.00% | 296 | 2 | 0.7% | $139 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $2.01万 | 0.00% | 74 | 74 | — | $2.01万 | 新建仓 |
| VTRS | VIATRIS INC COM | $1.97万 | 0.00% | 1,455 | 13 | 0.9% | $176 | 加仓 |
| HEI | HEICO CORP NEW COM | $1.95万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $1.69万 | 0.00% | 380 | 3 | 0.8% | $133 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $1.68万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.68万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $1.62万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC COM | $1.52万 | 0.00% | 1,202 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC COM | $1.52万 | 0.00% | 808 | 5 | 0.6% | $94 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $1.50万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC COM | $1.43万 | 0.00% | 1,176 | 19 | 1.6% | $231 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $1.33万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $1.32万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC COM | $1.29万 | 0.00% | 851 | 851 | — | $1.29万 | 新建仓 |
| OKTA | OKTA INC CL A | $1.26万 | 0.00% | 160 | 160 | — | $1.26万 | 新建仓 |