13F 机构持仓

SILVERLAKE WEALTH MANAGEMENT LLC

WILLISTON VT · SEC CIK 0001966026

2026Q22026Q1 更早 9 个季度 🔒
$5.28亿2026Q2 申报市值
394持仓数
20.8%前十大占比 · 第一大 3.4%
33 / 21新建仓 / 清仓
申报市值走势$5.28亿2026Q2
26Q126Q2

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

MSFT 3.4%
AAPL 3.3%
VOO 3.1%
VEA 2.0%
SGOV 1.9%
VYM 1.9%
JPST 1.5%
IBM 1.3%
JNJ 1.2%
SCHG 1.2%

2026Q2 买入最多 按季末市值估算

CCL 新建仓+$191.03万
CLOA 加仓+$138.65万
BBUS 加仓+$135.22万
BFLX 新建仓+$130.48万
SPHQ 新建仓+$107.75万

2026Q2 卖出最多 按季末市值估算

CCL 清仓-$190.23万
AAAU 减仓-$98.05万
RSP 减仓-$65.89万
VZ 减仓-$65.84万
IEMG 减仓-$54.43万

2026Q2 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
ADX ADAMS DIVERSIFIED EQUITY FD $27.65万0.05%10,821 00.0% — 不变
AN AUTONATION INC $27.87万0.05%1,500 00.0% — 不变
SLV ISHARES SILVER TR $28.18万0.05%5,270 51510.8% $2.75万 加仓
AMLP ALPS ETF TR $28.43万0.05%5,482 230.4% $1,193 加仓
SBUX STARBUCKS CORP $28.55万0.05%2,794 993.7% $1.01万 加仓
SPMO INVESCO EXCH TRADED FD TR II $28.59万0.05%1,770 -377-17.6% -$6.09万 减仓
CVLC MORGAN STANLEY ETF TRUST $28.61万0.05%3,029 10.0% $94 加仓
EWJ ISHARES INC $28.96万0.05%3,105 -206-6.2% -$1.92万 减仓
XEXGX EATON VANCE TAX-MANAGED GLOB $29.07万0.06%29,629 00.0% — 不变
IVE ISHARES TR $29.18万0.06%1,285 -18-1.4% -$4,088 减仓
MDT MEDTRONIC PLC $29.21万0.06%3,734 -313-7.7% -$2.45万 减仓
ONEQ FIDELITY COMWLTH TR $29.31万0.06%2,839 632.3% $6,503 重新持有
XMMO INVESCO EXCHANGE TRADED FD T $29.83万0.06%1,753 00.0% — 不变
CWST CASELLA WASTE SYS INC $29.96万0.06%3,090 50019.3% $4.85万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $29.98万0.06%3,336 150.5% $1,348 加仓
IBIT ISHARES BITCOIN TRUST ETF $30.39万0.06%9,127 7328.7% $2.44万 加仓
IEI ISHARES TR $30.48万0.06%2,595 -17-0.7% -$1,997 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $30.57万0.06%317 317— $30.57万 新建仓
GD GENERAL DYNAMICS CORP $30.61万0.06%864 -125-12.6% -$4.43万 减仓
OSK OSHKOSH CORP $30.70万0.06%2,000 00.0% — 不变
GILD GILEAD SCIENCES INC $30.76万0.06%2,434 -5-0.2% -$632 减仓
TER TERADYNE INC $30.77万0.06%636 636— $30.77万 新建仓
CSQ CALAMOS STRATEGIC TOTAL RETU $30.88万0.06%15,018 540.4% $1,110 加仓
CL COLGATE PALMOLIVE CO $31.53万0.06%3,439 20.1% $183 加仓
BX BLACKSTONE INC $31.70万0.06%2,694 180.7% $2,118 加仓
MTB M & T BK CORP $32.05万0.06%1,347 -22-1.6% -$5,235 减仓
SCHZ SCHWAB STRATEGIC TR $32.05万0.06%13,857 13,857— $32.05万 新建仓
BLCR BLACKROCK ETF TRUST $32.06万0.06%6,365 6,365— $32.06万 新建仓
BLK BLACKROCK INC $32.34万0.06%336 144.3% $1.35万 加仓
ETG EATON VANCE TX ADV GLBL DIV $32.35万0.06%13,743 00.0% — 不变
BSMT INVESCO EXCH TRD SLF IDX FD $32.35万0.06%14,048 -6,551-31.8% -$15.09万 减仓
JCPB J P MORGAN EXCHANGE TRADED F $32.41万0.06%6,905 -5-0.1% -$235 减仓
MS MORGAN STANLEY $32.53万0.06%1,556 -270-14.8% -$5.64万 减仓
PRU PRUDENTIAL FINL INC $32.86万0.06%3,044 -45-1.5% -$4,857 减仓
DVY ISHARES TR $32.89万0.06%2,104 -46-2.1% -$7,190 减仓
IJS ISHARES TR $33.12万0.06%2,423 60.2% $820 加仓
VXUS VANGUARD STAR FDS $33.37万0.06%3,903 1,05236.9% $8.99万 加仓
IWV ISHARES TR $33.39万0.06%783 00.0% — 不变
BSCV INVESCO EXCH TRD SLF IDX FD $33.81万0.06%20,634 00.0% — 不变
MFC MANULIFE FINL CORP $34.02万0.06%8,398 1,22517.1% $4.96万 加仓
IDEV ISHARES TR $34.42万0.07%3,867 -488-11.2% -$4.34万 减仓
MUB ISHARES TR $34.44万0.07%3,200 -2,268-41.5% -$24.41万 减仓
MINT PIMCO ETF TR $34.44万0.07%3,417 200.6% $2,016 加仓
TLH ISHARES TR $34.60万0.07%3,448 -1,400-28.9% -$14.05万 减仓
AVEM AMERICAN CENTY ETF TR $34.62万0.07%3,588 48915.8% $4.72万 加仓
WM WASTE MGMT INC DEL $34.85万0.07%1,564 -185-10.6% -$4.12万 减仓
GLDM WORLD GOLD TR $34.87万0.07%4,391 -642-12.8% -$5.10万 减仓
XLV SELECT SECTOR SPDR TR $35.25万0.07%2,222 -1,943-46.7% -$30.82万 减仓
O REALTY INCOME CORP $35.34万0.07%5,704 260.5% $1,611 加仓
HSY HERSHEY CO $35.54万0.07%2,026 30.1% $526 加仓
SPYI NEOS ETF TRUST $36.03万0.07%6,786 1,70033.4% $9.03万 加仓
VUSB VANGUARD BD INDEX FDS $36.14万0.07%7,260 1,66529.8% $8.29万 加仓
FLRN SPDR SERIES TRUST $36.27万0.07%11,757 -690-5.5% -$2.13万 减仓
KBWB INVESCO EXCH TRADED FD TR II $36.38万0.07%3,913 -935-19.3% -$8.69万 减仓
IWX ISHARES TR $36.46万0.07%3,467 -73-2.1% -$7,676 减仓
BMY BRISTOL-MYERS SQUIBB CO $36.93万0.07%6,410 10.0% $58 加仓
SHEL SHELL PLC $37.47万0.07%4,832 10.0% $78 加仓
MPC MARATHON PETE CORP $37.49万0.07%1,466 -10-0.7% -$2,557 减仓
SCHO SCHWAB STRATEGIC TR $37.67万0.07%15,603 15,603— $37.67万 新建仓
VGK VANGUARD INTL EQUITY INDEX F $37.79万0.07%4,268 -748-14.9% -$6.62万 减仓
ORCL ORACLE CORP $38.09万0.07%2,599 -139-5.1% -$2.04万 减仓
IJH ISHARES TR $38.68万0.07%5,016 1,83757.8% $14.17万 加仓
ADI ANALOG DEVICES INC $38.81万0.07%977 -17-1.7% -$6,754 减仓
— NUVEEN MULTI ASSET INCOME FU $38.94万0.07%27,479 00.0% — 不变
IXUS ISHARES TR $39.93万0.08%4,183 2837.3% $2.70万 加仓
POWR ISHARES INC $39.94万0.08%14,285 2,94926.0% $8.25万 加仓
VLUE ISHARES TR $39.98万0.08%2,001 -881-30.6% -$17.60万 减仓
TFC TRUIST FINL CORP $40.13万0.08%8,054 80811.2% $4.03万 加仓
VO VANGUARD INDEX FDS $40.17万0.08%4,985 10.0% $81 加仓
USMV ISHARES TR $40.18万0.08%4,165 -502-10.8% -$4.84万 减仓
IBDU ISHARES TR $40.23万0.08%17,371 17,371— $40.23万 新建仓
COP CONOCOPHILLIPS $40.59万0.08%3,905 2316.3% $2.40万 加仓
PLTR PALANTIR TECHNOLOGIES INC $41.01万0.08%3,515 -255-6.8% -$2.98万 减仓
AVGO BROADCOM INC $41.06万0.08%1,087 444.2% $1.66万 加仓
TIP ISHARES TR $41.11万0.08%3,757 461.2% $5,034 加仓
WPM WHEATON PRECIOUS METALS CORP $41.14万0.08%3,662 -2,327-38.9% -$26.14万 减仓
CM CANADIAN IMPERIAL BANK OF CO $41.24万0.08%3,586 40.1% $460 加仓
VLO VALERO ENERGY CORP $41.33万0.08%1,587 10.1% $260 加仓
COF CAPITAL ONE FINL CORP $42.45万0.08%2,116 40.2% $802 加仓
XLSR SSGA ACTIVE TR $42.78万0.08%6,596 10.0% $65 加仓
— ADVISORSHARES TR $44.17万0.08%2,965 -475-13.8% -$7.08万 减仓
NEE NEXTERA ENERGY INC $44.38万0.08%5,057 3026.4% $2.65万 加仓
QCOM QUALCOMM INC $45.58万0.09%2,466 -1-0.0% -$185 减仓
MMM 3M CO $45.93万0.09%2,837 -17-0.6% -$2,752 减仓
EPD ENTERPRISE PRODS PARTNERS L $46.46万0.09%12,638 80.1% $294 加仓
AIG AMERICAN INTL GROUP INC $46.81万0.09%6,280 380.6% $2,832 加仓
TFPM TRIPLE FLAG PRECIOUS METAL $47.83万0.09%15,961 -2,522-13.6% -$7.56万 减仓
UPS UNITED PARCEL SVCS INC $47.84万0.09%4,450 -144-3.1% -$1.55万 减仓
ITOT ISHARES TR $48.04万0.09%2,924 -30-1.0% -$4,928 减仓
WFC WELLS FARGO & CO $48.48万0.09%5,866 40.1% $331 加仓
SCHR SCHWAB STRATEGIC TR $50.33万0.10%20,410 20,410— $50.33万 新建仓
PEP PEPSICO INC $50.61万0.10%3,738 43713.2% $5.92万 加仓
LOW LOWES COS INC $50.68万0.10%2,299 30.1% $661 加仓
SPYV SPDR SERIES TRUST $51.54万0.10%8,479 -955-10.1% -$5.81万 减仓
ILCV ISHARES TR $51.83万0.10%5,119 2,882128.8% $29.18万 加仓
TPYP TORTOISE CAPITAL SERIES TRUS $52.98万0.10%12,635 -702-5.3% -$2.94万 减仓
DIS DISNEY WALT CO $54.73万0.10%5,687 -248-4.2% -$2.39万 减仓
RSPA INVESCO ACTIVELY MANAGED EXC $55.04万0.10%10,317 -741-6.7% -$3.95万 减仓
PTLC PACER FDS TR $55.07万0.10%9,452 110.1% $641 加仓
AXP AMERICAN EXPRESS CO $55.26万0.10%1,634 412.6% $1.39万 加仓