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
VIOG VANGUARD ADMIRAL FDS INC $55.99万0.11%3,650 1343.8% $2.06万 加仓
DLR DIGITAL RLTY TR INC $56.74万0.11%3,159 3,159— $56.74万 新建仓
IEF ISHARES TR $57.37万0.11%6,066 1,73740.1% $16.43万 加仓
RTX RTX CORPORATION $58.11万0.11%3,063 1424.9% $2.69万 加仓
SPYG SPDR SERIES TRUST $58.46万0.11%4,913 78319.0% $9.32万 加仓
SCHA SCHWAB STRATEGIC TR $58.66万0.11%16,236 3162.0% $1.14万 加仓
TJX TJX COS INC NEW $58.83万0.11%3,883 30.1% $455 加仓
— DIMENSIONAL ETF TRUST $59.89万0.11%15,438 2,06215.4% $8.00万 加仓
XEVTX EATON VANCE TAX ADVT DIV INC $60.26万0.11%21,769 00.0% — 不变
DGRO ISHARES TR $61.32万0.12%8,090 5006.6% $3.79万 加仓
ESGV VANGUARD WORLD FD $61.49万0.12%4,650 20.0% $264 加仓
EMR EMERSON ELEC CO $61.83万0.12%4,319 00.0% — 不变
BNS BANK NOVA SCOTIA B C $61.88万0.12%7,126 -725-9.2% -$6.30万 减仓
GOVT ISHARES TR $61.94万0.12%27,189 3,05312.6% $6.95万 加仓
IBMO ISHARES TR $63.39万0.12%24,722 3,85818.5% $9.89万 加仓
IBMP ISHARES TR $63.45万0.12%24,960 3,89318.5% $9.90万 加仓
HDV ISHARES TR $66.09万0.13%24,112 -1,013-4.0% -$2.78万 减仓
BMO BANK MONTREAL MEDIUM $68.46万0.13%3,875 -145-3.6% -$2.56万 减仓
V VISA INC $68.73万0.13%2,003 532.7% $1.82万 加仓
BILS SPDR SERIES TRUST $69.49万0.13%6,992 83313.5% $8.28万 加仓
PM PHILIP MORRIS INTL INC $69.90万0.13%3,864 2316.4% $4.18万 加仓
HIMU BLACKROCK ETF TRUST II $69.94万0.13%14,045 4,60948.8% $22.95万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $69.99万0.13%15,735 380.2% $1,690 加仓
IBMS ISHARES TR $70.17万0.13%27,126 7,77640.2% $20.12万 加仓
CORO BLACKROCK ETF TRUST $70.26万0.13%19,197 8,97587.8% $32.85万 加仓
VOOV VANGUARD ADMIRAL FDS INC $70.39万0.13%3,211 35212.3% $7.72万 加仓
IBMQ ISHARES TR $70.96万0.13%27,739 3,86216.2% $9.88万 加仓
BAI BLACKROCK ETF TRUST $71.77万0.14%13,614 5,87075.8% $30.95万 加仓
VOE VANGUARD INDEX FDS $71.98万0.14%3,643 962.7% $1.90万 加仓
ALLW SSGA ACTIVE TR $72.49万0.14%24,766 8,76154.7% $25.64万 加仓
IBMR ISHARES TR $73.39万0.14%28,905 3,86315.4% $9.81万 加仓
IUSG ISHARES TR $74.19万0.14%3,944 2,289138.3% $43.06万 加仓
SUSA ISHARES TR $74.35万0.14%4,819 -602-11.1% -$9.29万 减仓
F FORD MTR CO $74.63万0.14%53,694 -896-1.6% -$1.25万 减仓
VBK VANGUARD INDEX FDS $74.64万0.14%2,041 -25-1.2% -$9,142 减仓
C CITIGROUP INC $75.10万0.14%5,365 110.2% $1,540 加仓
DUK DUKE ENERGY CORP NEW $75.43万0.14%5,959 2794.9% $3.53万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $77.61万0.15%12,628 1661.3% $1.02万 加仓
DAL DELTA AIR LINES INC $78.15万0.15%8,344 -443-5.0% -$4.15万 减仓
EFV ISHARES TR $78.46万0.15%10,249 -918-8.2% -$7.03万 减仓
XLE SELECT SECTOR SPDR TR $78.84万0.15%14,846 4,62745.3% $24.57万 加仓
PSA PUBLIC STORAGE $79.78万0.15%2,506 883.6% $2.80万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $80.04万0.15%1,676 -59-3.4% -$2.82万 减仓
MBB ISHARES TR $80.11万0.15%8,476 1,61123.5% $15.23万 加仓
AMD ADVANCED MICRO DEVICES INC $81.21万0.15%1,398 856.5% $4.94万 加仓
ACWX ISHARES TR $81.31万0.15%10,683 2,05123.8% $15.61万 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $81.33万0.15%20,554 -24,778-54.7% -$98.05万 减仓
IVW ISHARES TR $81.48万0.15%5,925 1642.8% $2.26万 加仓
INTC INTEL CORP $82.32万0.16%5,896 -1,261-17.6% -$17.61万 减仓
PYLD PIMCO ETF TR $82.39万0.16%31,066 8943.0% $2.37万 加仓
IEUR ISHARES TR $84.08万0.16%11,185 -6,254-35.9% -$47.01万 减仓
AXON AXON ENTERPRISE INC $84.09万0.16%1,500 00.0% — 不变
CVS CVS HEALTH CORP $84.41万0.16%8,159 -104-1.3% -$1.08万 减仓
BA BOEING CO $87.48万0.17%4,041 -17-0.4% -$3,680 减仓
TT TRANE TECHNOLOGIES PLC $87.77万0.17%1,787 00.0% — 不变
XLU SELECT SECTOR SPDR TR $91.04万0.17%20,080 -457-2.2% -$2.07万 减仓
ENB ENBRIDGE INC $91.09万0.17%16,803 -441-2.6% -$2.39万 减仓
BINC BLACKROCK ETF TRUST II $92.84万0.18%17,739 -1,144-6.1% -$5.99万 减仓
MCD MCDONALDS CORP $95.12万0.18%3,519 1775.3% $4.78万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $95.16万0.18%18,640 -597-3.1% -$3.05万 减仓
IALT BLACKROCK ETF TRUST $95.24万0.18%33,952 33,952— $95.24万 新建仓
VGT VANGUARD WORLD FD $95.79万0.18%8,014 861.1% $1.03万 加仓
INMU BLACKROCK ETF TRUST II $95.98万0.18%39,580 -165-0.4% -$4,001 减仓
BNY BANK OF NY MELLON CORP $96.84万0.18%6,697 -664-9.0% -$9.60万 减仓
BILZ PIMCO ETF TR $98.83万0.19%9,792 -1,500-13.3% -$15.14万 减仓
DE DEERE & CO $99.30万0.19%1,565 -7-0.4% -$4,441 减仓
B BARRICK MNG CORP $100.30万0.19%27,307 -5,749-17.4% -$21.12万 减仓
CSCO CISCO SYS INC $100.57万0.19%8,562 -307-3.5% -$3.61万 减仓
VCIT VANGUARD SCOTTSDALE FDS $100.90万0.19%12,208 5254.5% $4.34万 加仓
NAD NUVEEN QUALITY MUNCP INCOME $101.14万0.19%83,449 3,8104.8% $4.62万 加仓
SHV ISHARES TR $101.22万0.19%9,172 1091.2% $1.20万 加仓
VGSH VANGUARD SCOTTSDALE FDS $101.65万0.19%17,466 1,1186.8% $6.51万 加仓
SO SOUTHERN CO $103.74万0.20%10,839 70.1% $670 加仓
BHB BAR HBR BANKSHARES $104.25万0.20%27,609 -3,000-9.8% -$11.33万 减仓
ROE EA SERIES TRUST $104.93万0.20%24,614 -6,701-21.4% -$28.57万 减仓
ITA ISHARES TR $105.48万0.20%4,351 -32-0.7% -$7,757 减仓
IEFA ISHARES TR $106.16万0.20%10,992 -2,536-18.7% -$24.49万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $107.75万0.20%11,959 11,959— $107.75万 新建仓
TLT ISHARES TR $108.08万0.20%12,507 -6,116-32.8% -$52.85万 减仓
SPY STATE STR SPDR S&P 500 ETF T $108.77万0.21%1,457 735.3% $5.45万 加仓
VPU VANGUARD WORLD FD $109.94万0.21%5,617 -175-3.0% -$3.43万 减仓
DYNF BLACKROCK ETF TRUST $112.70万0.21%16,570 6,42363.3% $43.68万 加仓
COWZ PACER FDS TR $112.71万0.21%18,121 -1,219-6.3% -$7.58万 减仓
NZF NUVEEN MUN CR INCOME FD $112.76万0.21%88,928 5,3976.5% $6.84万 加仓
SPSM SPDR SERIES TRUST $113.00万0.21%19,594 3,40221.0% $19.62万 加仓
— S&P GLOBAL INC 看跌期权 $114.03万0.22%2,800 00.0% — 不变
NEM NEWMONT CORP $114.59万0.22%12,268 70.1% $654 加仓
IMCG ISHARES TR $116.60万0.22%11,862 1,0659.9% $10.47万 加仓
RSP INVESCO EXCHANGE TRADED FD T $116.81万0.22%5,490 -3,097-36.1% -$65.89万 减仓
LQD ISHARES TR $117.94万0.22%10,813 -250-2.3% -$2.73万 减仓
DGRW WISDOMTREE TR $120.63万0.23%12,615 30.0% $287 加仓
XLF SELECT SECTOR SPDR TR $121.37万0.23%22,640 -5,190-18.6% -$27.82万 减仓
GEV GE VERNOVA INC $121.69万0.23%1,036 181.8% $2.11万 加仓
BNDX VANGUARD CHARLOTTE FDS $122.23万0.23%25,239 1,5776.7% $7.64万 加仓
VT VANGUARD INTL EQUITY INDEX F $125.44万0.24%7,992 -787-9.0% -$12.35万 减仓
META META PLATFORMS INC $128.09万0.24%2,274 -17-0.7% -$9,576 减仓
BFLX BLACKROCK ETF TRUST $130.48万0.25%50,931 50,931— $130.48万 新建仓
SPGI S&P GLOBAL INC $131.42万0.25%3,227 00.0% — 不变
VV VANGUARD INDEX FDS $131.55万0.25%3,825 -252-6.2% -$8.67万 减仓
XLK SELECT SECTOR SPDR TR $133.51万0.25%7,008 -2,747-28.2% -$52.33万 减仓