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
NTAP NETAPP INC COM $1,8430.00%18 18— $1,843 新建仓
EMR EMERSON ELEC CO COM $1,8420.00%14 14— $1,842 新建仓
ED CONSOLIDATED EDISON INC COM $1,8250.00%16 16— $1,825 新建仓
UPS UNITED PARCEL SVCS INC CL B $1,7970.00%18 18— $1,797 新建仓
TOL TOLL BROTHERS INC COM $1,7740.00%13 13— $1,774 新建仓
JCI JOHNSON CTLS INTL PLC SHS $1,7020.00%13 13— $1,702 新建仓
RIO RIO TINTO PLC SPONSORED ADR $1,6790.00%18 18— $1,679 新建仓
ARKG ARK GENOMIC REVOLUTION ETF $1,6350.00%62 00.0% — 不变
RY ROYAL BK CDA COM $1,6270.00%10 10— $1,627 新建仓
WELL WELLTOWER INC COM $1,5870.00%8 8— $1,587 新建仓
CLX CLOROX CO DEL COM $1,5700.00%15 15— $1,570 新建仓
— WARNER BROS DISCOVERY INC COM SER A $1,5650.00%57 57— $1,565 新建仓
TSSI TSS INC DEL COM $1,5610.00%120 00.0% — 不变
PHM PULTE GROUP INC COM $1,5290.00%13 13— $1,529 新建仓
KDP KEURIG DR PEPPER INC COM $1,5270.00%58 58— $1,527 新建仓
IR INGERSOLL RAND INC COM $1,5230.00%19 19— $1,523 新建仓
MMM 3M CO COM $1,4600.00%10 10— $1,460 新建仓
SAN BANCO SANTANDER SA ADR $1,4550.00%129 129— $1,455 新建仓
NKE NIKE INC CL B $1,3380.00%25 00.0% — 不变
XYL XYLEM INC COM $1,3190.00%11 11— $1,319 新建仓
ECHO ECHOSTAR CORP CL A $1,2880.00%11 -10-47.6% -$1,171 重新持有
DLR DIGITAL RLTY TR INC COM $1,2700.00%7 7— $1,270 新建仓
ABNB AIRBNB INC COM CL A $1,2630.00%10 00.0% — 不变
VC VISTEON CORP COM NEW $1,1890.00%13 13— $1,189 新建仓
UL UNILEVER PLC SPON ADR NEW $1,0820.00%19 19— $1,082 新建仓
VSAT VIASAT INC COM $1,0530.00%23 23— $1,053 新建仓
TS TENARIS S A SPONSORED ADS $1,0470.00%18 18— $1,047 新建仓
TTMI TTM TECHNOLOGIES INC COM $9740.00%10 10— $974 新建仓
SW SMURFIT WESTROCK PLC SHS $9680.00%24 24— $968 新建仓
VISN VISTANCE NETWORKS INC COM $9650.00%53 53— $965 新建仓
VMRK EQUITY RESIDENTIAL SH BEN INT $9460.00%16 16— $946 新建仓
RKT ROCKET COS INC COM CL A $9410.00%66 66— $941 新建仓
WF WOORI FINL GROUP INC SPONSORED ADS $9320.00%14 14— $932 新建仓
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR $9280.00%47 47— $928 新建仓
EGP EASTGROUP PPTYS INC COM $9250.00%5 5— $925 新建仓
VTR VENTAS INC COM $9000.00%11 11— $900 新建仓
SONY SONY GROUP CORP SPONSORED ADR $8900.00%43 -199-82.2% -$4,119 重新持有
SYF SYNCHRONY FINANCIAL COM $8880.00%13 13— $888 新建仓
RMBS RAMBUS INC DEL COM $8600.00%10 10— $860 新建仓
SYNA SYNAPTICS INC COM $8400.00%12 12— $840 新建仓
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A $8360.00%4 4— $836 新建仓
RHI ROBERT HALF INC. COM $8340.00%33 33— $834 新建仓
ZM ZOOM COMMUNICATIONS INC CL A $8040.00%10 10— $804 新建仓
XEL XCEL ENERGY INC COM $7940.00%10 10— $794 新建仓
FSLR FIRST SOLAR INC COM $7890.00%4 00.0% — 不变
RNG RINGCENTRAL INC CL A $7830.00%21 21— $783 新建仓
SMTC SEMTECH CORP COM $7690.00%10 10— $769 新建仓
ARR ARMOUR RESIDENTIAL REIT INC COM SHS $7550.00%45 45— $755 新建仓
TFC TRUIST FINL CORP COM $7430.00%16 16— $743 新建仓
ESS ESSEX PPTY TR INC COM $7260.00%3 3— $726 新建仓
SNY SANOFI SA SPONSORED ADR $7230.00%15 15— $723 新建仓
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $7220.00%39 39— $722 新建仓
STAG STAG INDUSTRIAL INC COM $7210.00%20 20— $721 新建仓
IRM IRON MTN INC DEL COM $7150.00%7 7— $715 新建仓
YUMC YUM CHINA HLDGS INC COM $7030.00%14 00.0% — 不变
TSCO TRACTOR SUPPLY CO COM $6830.00%15 15— $683 新建仓
RYAN RYAN SPECIALTY HOLDINGS INC CL A $6770.00%20 20— $677 新建仓
AAT AMERICAN ASSETS TR INC COM $6560.00%36 36— $656 新建仓
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF $6510.00%4 00.0% — 不变
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD $6130.00%10 10— $613 新建仓
WIT WIPRO LTD SPON ADR 1 SH $6070.00%287 287— $607 新建仓
EPRT ESSENTIAL PPTYS RLTY TR INC COM $5770.00%19 19— $577 新建仓
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $5380.00%23 23— $538 新建仓
RIG TRANSOCEAN LTD REGISTERED SHS $5110.00%77 77— $511 新建仓
SUI SUN CMNTYS INC COM $5040.00%4 4— $504 新建仓
TTI TETRA TECHNOLOGIES INC DEL COM $5030.00%59 59— $503 新建仓
OGN ORGANON & CO COMMON STOCK $4900.00%82 11.2% $6 加仓
YETI YETI HLDGS INC COM $4760.00%13 13— $476 新建仓
ZTS ZOETIS INC CL A $4750.00%4 4— $475 新建仓
RRC RANGE RES CORP COM $4530.00%10 10— $453 新建仓
CTRE CARETRUST REIT INC COM $4400.00%12 12— $440 新建仓
— ACV AUCTIONS INC COM CL A $4240.00%100 100— $424 新建仓
STAA STAAR SURGICAL CO COM PAR $0.01 $4110.00%22 22— $411 新建仓
SCHL SCHOLASTIC CORP COM $3930.00%10 10— $393 新建仓
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A $3730.00%30 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC COM $3620.00%4 4— $362 新建仓
WY WEYERHAEUSER CO COM NEW $3200.00%13 13— $320 新建仓
RF REGIONS FINANCIAL CORP NEW COM $3130.00%12 12— $313 新建仓
ADC AGREE RLTY CORP COM $3040.00%4 4— $304 新建仓
LTC LTC PPTYS INC COM $3020.00%8 8— $302 新建仓
COLD AMERICOLD REALTY TRUST INC COM $2980.00%26 26— $298 新建仓
MPT MEDICAL PROPERTIES TRUST INC COM $2960.00%64 64— $296 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
HIW HIGHWOODS PPTYS INC COM $2850.00%13 13— $285 新建仓
RIOT RIOT PLATFORMS INC COM $2840.00%23 23— $284 新建仓
RIVN RIVIAN AUTOMOTIVE INC COM CL A $2710.00%18 18— $271 新建仓
EXR EXTRA SPACE STORAGE INC COM $2660.00%2 2— $266 新建仓
TBCH TURTLE BEACH CORP COM NEW $2640.00%26 26— $264 新建仓
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW $2600.00%29 29— $260 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
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
TRNO TERRENO RLTY CORP COM $2460.00%4 4— $246 新建仓
CDP COPT DEFENSE PROPERTIES SHS BEN INT $2450.00%8 8— $245 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
— SIGHT SCIENCES INC COM $2110.00%56 56— $211 新建仓
VALE VALE S A SPONSORED ADS $2070.00%13 13— $207 新建仓