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 |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1.24万 | 0.00% | 236 | 2 | 0.9% | $105 | 加仓 |
| TECK | TECK RESOURCES LTD CL B | $1.22万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1.15万 | 0.00% | 383 | 2 | 0.5% | $60 | 加仓 |
| MKL | MARKEL GROUP INC COM | $1.15万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC SPON ADR REP A | $1.11万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $1.06万 | 0.00% | 2,695 | 2,695 | — | $1.06万 | 新建仓 |
| SNDK | SANDISK CORP COM | $1.06万 | 0.00% | 17 | -483 | -96.6% | -$30.11万 | 减仓 |
| COKE | COCA COLA CONS INC COM | $1.04万 | 0.00% | 54 | -152 | -73.8% | -$2.92万 | 减仓 |
| IOT | SAMSARA INC COM CL A | $1.03万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $1.01万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.01万 | 0.00% | 26 | 24 | 1,200.0% | $9,327 | 加仓 |
| PCAR | PACCAR INC COM | $9,850 | 0.00% | 85 | 15 | 21.4% | $1,738 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $9,606 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $9,498 | 0.00% | 50 | 18 | 56.2% | $3,419 | 加仓 |
| CI | THE CIGNA GROUP COM | $9,467 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $9,398 | 0.00% | 202 | 202 | — | $9,398 | 新建仓 |
| CB | CHUBB LTD SWITZ COM | $9,374 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC CLASS A COM STK | $9,365 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $9,340 | 0.00% | 378 | 3 | 0.8% | $74 | 加仓 |
| SYK | STRYKER CORPORATION COM | $9,227 | 0.00% | 28 | 11 | 64.7% | $3,625 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $9,169 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $9,140 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $8,450 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $8,277 | 0.00% | 21 | 21 | — | $8,277 | 新建仓 |
| FDX | FEDEX CORP COM | $8,211 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $8,092 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC COM | $7,874 | 0.00% | 22 | 22 | — | $7,874 | 新建仓 |
| ATI | ATI INC COM | $7,855 | 0.00% | 54 | 54 | — | $7,855 | 新建仓 |
| FEP | FIRST TRUST EUROPE ALPHADEX FUND | $7,748 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC COM SHS | $7,620 | 0.00% | 133 | 133 | — | $7,620 | 新建仓 |
| WDAY | WORKDAY INC CL A | $7,276 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $6,939 | 0.00% | 601 | 6 | 1.0% | $69 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $6,638 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW COM | $6,623 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $6,248 | 0.00% | 150 | 150 | — | $6,248 | 新建仓 |
| VHT | VANGUARD HEALTH CARE ETF | $5,782 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC COM | $5,503 | 0.00% | 39 | 3 | 8.3% | $423 | 加仓 |
| TEM | TEMPUS AI INC CL A | $5,426 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $5,405 | 0.00% | 58 | 1 | 1.8% | $93 | 加仓 |
| OUST | OUSTER INC COM NEW | $5,252 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $5,251 | 0.00% | 220 | 50 | 29.4% | $1,193 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $4,791 | 0.00% | 77 | 77 | — | $4,791 | 新建仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $4,776 | 0.00% | 102 | 102 | — | $4,776 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $4,674 | 0.00% | 31 | 31 | — | $4,674 | 新建仓 |
| — | AMPLIFY DIGITAL PAYMENTS ETF | $4,483 | 0.00% | 105 | 1 | 1.0% | $43 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $4,464 | 0.00% | 27 | 27 | — | $4,464 | 新建仓 |
| C | CITIGROUP INC COM NEW | $4,446 | 0.00% | 39 | 39 | — | $4,446 | 新建仓 |
| AMT | AMERICAN TOWER CORP COM | $4,285 | 0.00% | 25 | 2 | 8.7% | $343 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $4,240 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $4,207 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $4,122 | 0.00% | 25 | 25 | — | $4,122 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $3,941 | 0.00% | 315 | 315 | — | $3,941 | 新建仓 |
| BLK | BLACKROCK INC COM | $3,906 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $3,887 | 0.00% | 51 | 12 | 30.8% | $915 | 加仓 |
| KO | COCA COLA CO COM | $3,778 | 0.00% | 50 | 48 | 2,400.0% | $3,627 | 加仓 |
| ETN | EATON CORP PLC SHS | $3,588 | 0.00% | 10 | -17 | -63.0% | -$6,100 | 重新持有 |
| — | TERNS PHARMACEUTICALS INC COM | $3,532 | 0.00% | 67 | 67 | — | $3,532 | 新建仓 |
| T | AT&T INC COM | $3,421 | 0.00% | 118 | 118 | — | $3,421 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $3,356 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $3,267 | 0.00% | 20 | 20 | — | $3,267 | 新建仓 |
| AXTI | AXT INC COM | $3,248 | 0.00% | 57 | 57 | — | $3,248 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $3,112 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $3,077 | 0.00% | 107 | 106 | 10,600.0% | $3,048 | 加仓 |
| YUM | YUM BRANDS INC COM | $3,075 | 0.00% | 20 | 3 | 17.6% | $461 | 加仓 |
| 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 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $3,048 | 0.00% | 15 | 15 | — | $3,048 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $2,999 | 0.00% | 35 | 35 | — | $2,999 | 新建仓 |
| GILD | GILEAD SCIENCES INC COM | $2,944 | 0.00% | 21 | 21 | — | $2,944 | 新建仓 |
| WMB | WILLIAMS COS INC COM | $2,932 | 0.00% | 40 | 40 | — | $2,932 | 新建仓 |
| APH | AMPHENOL CORP CL A | $2,906 | 0.00% | 23 | 23 | — | $2,906 | 新建仓 |
| COHR | COHERENT CORP COM | $2,903 | 0.00% | 12 | 12 | — | $2,903 | 新建仓 |
| GLW | CORNING INC COM | $2,861 | 0.00% | 21 | 21 | — | $2,861 | 新建仓 |
| VAL | VALARIS LTD CL A | $2,843 | 0.00% | 29 | 29 | — | $2,843 | 新建仓 |
| KMI | KINDER MORGAN INC DEL COM | $2,842 | 0.00% | 85 | 85 | — | $2,842 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $2,769 | 0.00% | 30 | 30 | — | $2,769 | 新建仓 |
| TWLO | TWILIO INC CL A | $2,768 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $2,729 | 0.00% | 30 | 30 | — | $2,729 | 新建仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $2,678 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP COM NEW | $2,611 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $2,600 | 0.00% | 30 | 28 | 1,400.0% | $2,427 | 重新持有 |
| TJX | TJX COS INC NEW COM | $2,562 | 0.00% | 16 | 16 | — | $2,562 | 新建仓 |
| CRNC | CERENCE INC COM | $2,528 | 0.00% | 401 | 401 | — | $2,528 | 新建仓 |
| UNP | UNION PAC CORP COM | $2,440 | 0.00% | 10 | 10 | — | $2,440 | 新建仓 |
| CSX | CSX CORP COM | $2,422 | 0.00% | 59 | 57 | 2,850.0% | $2,340 | 加仓 |
| MP | MP MATERIALS CORP COM CL A | $2,413 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $2,379 | 0.00% | 12 | 12 | — | $2,379 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $2,322 | 0.00% | 257 | 1 | 0.4% | $9 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $2,310 | 0.00% | 28 | 28 | — | $2,310 | 新建仓 |
| COMP | COMPASS INC CL A | $2,246 | 0.00% | 307 | 307 | — | $2,246 | 新建仓 |
| CVE | CENOVUS ENERGY INC COM | $2,239 | 0.00% | 84 | 84 | — | $2,239 | 新建仓 |
| NEM | NEWMONT CORP COM | $2,171 | 0.00% | 20 | 20 | — | $2,171 | 新建仓 |
| GM | GENERAL MTRS CO COM | $2,166 | 0.00% | 29 | 29 | — | $2,166 | 新建仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $2,155 | 0.00% | 26 | 26 | — | $2,155 | 新建仓 |
| O | REALTY INCOME CORP COM | $2,097 | 0.00% | 34 | 34 | — | $2,097 | 新建仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $2,050 | 0.00% | 70 | 70 | — | $2,050 | 新建仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $1,969 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $1,962 | 0.00% | 13 | 13 | — | $1,962 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $1,888 | 0.00% | 10 | 10 | — | $1,888 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $1,884 | 0.00% | 26 | 26 | — | $1,884 | 新建仓 |