SILVERLAKE WEALTH MANAGEMENT LLC
WILLISTON VT · SEC CIK 0001966026
$4.79亿2026Q1 申报市值
377持仓数
21.3%前十大占比 · 第一大 3.7%
33 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEA 加仓+$255.08万
VTV 加仓+$236.18万
BND 加仓+$222.24万
COMMUNITY BANCOR 新建仓+$194.93万
VOO 加仓+$183.75万
2026Q1 卖出最多 按季末市值估算
KRE 清仓-$47.01万
VZ 减仓-$45.78万
SCHG 减仓-$45.65万
SPTI 减仓-$42.91万
PH 清仓-$37.84万
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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $161.44万 | 0.34% | 18,623 | -2,396 | -11.4% | -$20.77万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $161.91万 | 0.34% | 10,011 | -645 | -6.1% | -$10.43万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $164.81万 | 0.34% | 8,587 | 2,688 | 45.6% | $51.59万 | 加仓 |
| IEMG | ISHARES INC | $164.97万 | 0.34% | 23,652 | 2,593 | 12.3% | $18.09万 | 加仓 |
| VHT | VANGUARD WORLD FD | $166.48万 | 0.35% | 6,113 | -354 | -5.5% | -$9.64万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $170.13万 | 0.35% | 17,636 | -907 | -4.9% | -$8.75万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $170.24万 | 0.36% | 25,462 | -2,118 | -7.7% | -$14.16万 | 减仓 |
| LLY | ELI LILLY & CO | $171.20万 | 0.36% | 1,861 | -175 | -8.6% | -$16.10万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $171.62万 | 0.36% | 31,067 | -130 | -0.4% | -$7,181 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $171.92万 | 0.36% | 76,958 | 3,387 | 4.6% | $7.57万 | 加仓 |
| IVV | ISHARES TR | $174.55万 | 0.36% | 2,672 | 1,137 | 74.1% | $74.27万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $182.40万 | 0.38% | 36,560 | -2,130 | -5.5% | -$10.63万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $183.08万 | 0.38% | 12,558 | 262 | 2.1% | $3.82万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $183.76万 | 0.38% | 25,124 | -1,399 | -5.3% | -$10.23万 | 减仓 |
| CCL | CARNIVAL CORP | $190.23万 | 0.40% | 73,503 | -14,239 | -16.2% | -$36.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $191.30万 | 0.40% | 3,992 | -341 | -7.9% | -$16.34万 | 减仓 |
| MO | ALTRIA GROUP INC | $193.50万 | 0.40% | 29,323 | 633 | 2.2% | $4.18万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $193.91万 | 0.40% | 21,861 | 9,767 | 80.8% | $86.63万 | 加仓 |
| — | COMMUNITY BANCORP INC VT | $194.93万 | 0.41% | 62,678 | 62,678 | — | $194.93万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $196.55万 | 0.41% | 9,139 | 80 | 0.9% | $1.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $198.10万 | 0.41% | 11,359 | -1,306 | -10.3% | -$22.78万 | 减仓 |
| AMZN | AMAZON COM INC | $200.27万 | 0.42% | 9,616 | 1,016 | 11.8% | $21.16万 | 加仓 |
| TSLA | TESLA INC | $203.22万 | 0.42% | 5,467 | 69 | 1.3% | $2.56万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $203.61万 | 0.42% | 26,601 | -3,432 | -11.4% | -$26.27万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $203.83万 | 0.43% | 21,628 | 339 | 1.6% | $3.19万 | 加仓 |
| ABBV | ABBVIE INC | $207.50万 | 0.43% | 9,541 | -27 | -0.3% | -$5,872 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $209.39万 | 0.44% | 45,332 | 1,988 | 4.6% | $9.18万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $210.71万 | 0.44% | 46,157 | -1,208 | -2.6% | -$5.51万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $211.37万 | 0.44% | 52,139 | -6,341 | -10.8% | -$25.71万 | 减仓 |
| IFRA | ISHARES TR | $211.95万 | 0.44% | 37,055 | -1,980 | -5.1% | -$11.33万 | 减仓 |
| ET | ENERGY TRANSFER L P | $212.71万 | 0.44% | 110,214 | -2,527 | -2.2% | -$4.88万 | 减仓 |
| — | EA SERIES TRUST | $212.78万 | 0.44% | 84,661 | 2,446 | 3.0% | $6.15万 | 加仓 |
| KO | COCA COLA CO | $216.21万 | 0.45% | 28,429 | -747 | -2.6% | -$5.68万 | 减仓 |
| GQQQ | EA SERIES TRUST | $217.27万 | 0.45% | 75,489 | 1,343 | 1.8% | $3.87万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $220.70万 | 0.46% | 5,053 | 3,435 | 212.3% | $150.03万 | 加仓 |
| OKE | ONEOK INC NEW | $225.64万 | 0.47% | 24,963 | 1,544 | 6.6% | $13.96万 | 加仓 |
| DON | WISDOMTREE TR | $226.30万 | 0.47% | 43,072 | -183 | -0.4% | -$9,615 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $231.07万 | 0.48% | 19,719 | 4,865 | 32.8% | $57.01万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $231.85万 | 0.48% | 86,093 | 2,006 | 2.4% | $5.40万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $234.84万 | 0.49% | 70,040 | -493 | -0.7% | -$1.65万 | 减仓 |
| PFE | PFIZER INC | $236.93万 | 0.49% | 84,377 | 433 | 0.5% | $1.22万 | 加仓 |
| WMT | WALMART INC | $239.13万 | 0.50% | 19,241 | -702 | -3.5% | -$8.72万 | 减仓 |
| IAU | ISHARES GOLD TR | $239.28万 | 0.50% | 27,142 | -2,319 | -7.9% | -$20.44万 | 减仓 |
| VB | VANGUARD INDEX FDS | $241.35万 | 0.50% | 9,215 | 4,153 | 82.0% | $108.77万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $242.73万 | 0.51% | 130,080 | 34,640 | 36.3% | $64.64万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $244.00万 | 0.51% | 21,249 | -103 | -0.5% | -$1.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $245.48万 | 0.51% | 2,464 | -22 | -0.9% | -$2.19万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $247.49万 | 0.52% | 46,028 | 4,563 | 11.0% | $24.54万 | 加仓 |
| MRK | MERCK & CO INC | $251.06万 | 0.52% | 20,871 | -247 | -1.2% | -$2.97万 | 减仓 |
| HD | HOME DEPOT INC | $253.67万 | 0.53% | 7,713 | -82 | -1.1% | -$2.70万 | 减仓 |
| — | STATE STR SPDR S&P 500 ETF T 看涨期权 | $260.14万 | 0.54% | 4,000 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $267.70万 | 0.56% | 93,405 | -14,971 | -13.8% | -$42.91万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $269.02万 | 0.56% | 80,616 | 3,654 | 4.7% | $12.19万 | 加仓 |
| CVX | CHEVRON CORPORATION | $275.42万 | 0.57% | 13,312 | -366 | -2.7% | -$7.57万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $277.65万 | 0.58% | 8,655 | -128 | -1.5% | -$4.11万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $280.28万 | 0.58% | 137,236 | 25,019 | 22.3% | $51.10万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $281.70万 | 0.59% | 144,239 | -642 | -0.4% | -$1.25万 | 减仓 |
| GLD | SPDR GOLD TR | $287.60万 | 0.60% | 6,684 | -182 | -2.7% | -$7.83万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $291.69万 | 0.61% | 95,076 | -334 | -0.4% | -$1.02万 | 减仓 |
| T | AT&T INC | $292.09万 | 0.61% | 100,754 | -538 | -0.5% | -$1.56万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $292.10万 | 0.61% | 80,534 | 135 | 0.2% | $4,896 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $303.18万 | 0.63% | 27,269 | -1,505 | -5.2% | -$16.73万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $303.95万 | 0.63% | 154,878 | 18,556 | 13.6% | $36.42万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $305.29万 | 0.64% | 123,849 | -10,614 | -7.9% | -$26.16万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $307.02万 | 0.64% | 41,692 | 30,179 | 262.1% | $222.24万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $308.91万 | 0.64% | 57,153 | 14,185 | 33.0% | $76.67万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $313.76万 | 0.65% | 13,204 | 1,040 | 8.5% | $24.71万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $317.07万 | 0.66% | 16,161 | 12,038 | 292.0% | $236.18万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $322.96万 | 0.67% | 122,799 | 36,788 | 42.8% | $96.75万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $328.38万 | 0.69% | 77,192 | 1,558 | 2.1% | $6.63万 | 加仓 |
| MGV | VANGUARD WORLD FD | $354.24万 | 0.74% | 24,439 | 718 | 3.0% | $10.41万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $357.12万 | 0.75% | 95,259 | 625 | 0.7% | $2.34万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $358.04万 | 0.75% | 35,192 | 3,370 | 10.6% | $34.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $372.10万 | 0.78% | 6,447 | -493 | -7.1% | -$28.45万 | 减仓 |
| CAT | CATERPILLAR INC | $388.48万 | 0.81% | 5,483 | 3 | 0.1% | $2,126 | 加仓 |
| SPTS | SPDR SERIES TRUST | $391.99万 | 0.82% | 134,336 | 6,036 | 4.7% | $17.61万 | 加仓 |
| MGK | VANGUARD WORLD FD | $408.28万 | 0.85% | 11,111 | 166 | 1.5% | $6.10万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $428.84万 | 0.89% | 75,660 | -689 | -0.9% | -$3.91万 | 减仓 |
| — | EXXON MOBIL CORP | $451.56万 | 0.94% | 26,616 | -179 | -0.7% | -$3.04万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $460.34万 | 0.96% | 189,364 | -2,095 | -1.1% | -$5.09万 | 减仓 |
| IJR | ISHARES TR | $519.25万 | 1.08% | 41,771 | 1,859 | 4.7% | $23.11万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $525.52万 | 1.10% | 115,196 | 855 | 0.7% | $3.90万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $552.45万 | 1.15% | 38,248 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $555.30万 | 1.16% | 190,628 | -15,671 | -7.6% | -$45.65万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $601.31万 | 1.25% | 24,807 | 833 | 3.5% | $20.19万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $605.32万 | 1.26% | 120,581 | -9,120 | -7.0% | -$45.78万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $631.98万 | 1.32% | 25,854 | -375 | -1.4% | -$9.17万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $718.46万 | 1.50% | 141,959 | 31,850 | 28.9% | $161.19万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $945.15万 | 1.97% | 63,819 | -335 | -0.5% | -$4.96万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $957.06万 | 2.00% | 149,353 | 39,807 | 36.3% | $255.08万 | 加仓 |
| SGOV | ISHARES TR | $977.03万 | 2.04% | 97,063 | 13,671 | 16.4% | $137.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,445.79万 | 3.02% | 24,195 | 3,075 | 14.6% | $183.75万 | 加仓 |
| AAPL | APPLE INC | $1,516.74万 | 3.16% | 59,764 | -154 | -0.3% | -$3.91万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,789.60万 | 3.73% | 48,345 | -591 | -1.2% | -$21.88万 | 减仓 |