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
XNEAX NUVEEN AMT FREE QLTY MUN INC $134.36万0.25%114,446 6,3265.9% $7.43万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $136.08万0.26%31,853 2,5828.8% $11.03万 加仓
TD TORONTO DOMINION BK ONT $138.43万0.26%11,400 50.0% $607 加仓
VOT VANGUARD INDEX FDS $140.86万0.27%4,599 731.6% $2.24万 加仓
MDYV SPDR SERIES TRUST $141.16万0.27%14,882 1,2339.0% $11.70万 加仓
IEMG ISHARES INC $141.51万0.27%17,082 -6,570-27.8% -$54.43万 减仓
— INVESTMENT MANAGERS SER TR I $143.22万0.27%67,276 -5,937-8.1% -$12.64万 减仓
DMBS DOUBLELINE ETF TRUST $145.20万0.28%29,580 6,35727.4% $31.21万 加仓
CGGR CAPITAL GROUP GROWTH ETF $147.75万0.28%31,302 3,78213.7% $17.85万 加仓
VBR VANGUARD INDEX FDS $153.30万0.29%6,309 58210.2% $14.14万 加仓
QUAL ISHARES TR $155.60万0.29%7,091 -238-3.2% -$5.22万 减仓
AMGN AMGEN INC $156.92万0.30%4,333 -145-3.2% -$5.25万 减仓
BSCU INVESCO EXCH TRD SLF IDX FD $157.44万0.30%94,586 9,67311.4% $16.10万 加仓
PHO INVESCO EXCHANGE TRADED FD T $157.66万0.30%22,823 -2,639-10.4% -$18.23万 减仓
JPM JPMORGAN CHASE & CO $157.95万0.30%4,825 1362.9% $4.45万 加仓
IAU ISHARES GOLD TR $159.44万0.30%21,115 -6,027-22.2% -$45.51万 减仓
— HOME DEPOT INC 看跌期权 $162.23万0.31%3,600 -1,000-21.7% -$45.06万 减仓
NVG NUVEEN AMT FREE MUN CR INC F $164.01万0.31%128,129 5,6754.6% $7.26万 加仓
CLOA BLACKROCK ETF TRUST II $164.21万0.31%31,633 26,709542.4% $138.65万 加仓
VHT VANGUARD WORLD FD $166.24万0.31%5,560 -553-9.0% -$16.53万 减仓
XLI SELECT SECTOR SPDR TR $170.91万0.32%9,227 -784-7.8% -$14.52万 减仓
BAC BANK OF AMER CORP $176.93万0.34%31,050 4371.4% $2.49万 加仓
SPLV INVESCO EXCH TRADED FD TR II $178.19万0.34%23,791 -1,333-5.3% -$9.98万 减仓
GOOG ALPHABET INC $179.20万0.34%5,072 20.0% $707 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $185.39万0.35%83,173 6,2158.1% $13.85万 加仓
FDVV FIDELITY COVINGTON TRUST $186.09万0.35%30,865 -202-0.7% -$1.22万 减仓
VTEB VANGUARD MUN BD FDS $186.42万0.35%36,856 2960.8% $1.50万 加仓
GOOGL ALPHABET INC $186.59万0.35%5,221 861.7% $3.07万 加仓
GLW CORNING INC $187.21万0.35%7,329 1,13418.3% $28.97万 加仓
VSS VANGUARD INTL EQUITY INDEX F $190.69万0.36%12,359 -199-1.6% -$3.07万 减仓
CCL CARNIVAL CORP LTD $191.03万0.36%66,864 66,864— $191.03万 新建仓
KMB KIMBERLY-CLARK CORP $191.21万0.36%17,419 -217-1.2% -$2.38万 减仓
PFE PFIZER INC $194.28万0.37%80,679 -3,698-4.4% -$8.90万 减仓
GE GE AEROSPACE $195.92万0.37%5,242 80.2% $2,990 加仓
SPDW SPDR INDEX SHS FDS $196.10万0.37%38,916 -7,241-15.7% -$36.49万 减仓
ET ENERGY TRANSFER L P $197.57万0.37%103,334 -6,880-6.2% -$13.15万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $198.70万0.38%3,971 -21-0.5% -$1.05万 减仓
VIG VANGUARD SPECIALIZED FUNDS $203.25万0.38%8,590 -549-6.0% -$12.99万 减仓
LVHI LEGG MASON ETF INVT $206.17万0.39%50,800 -1,339-2.6% -$5.43万 减仓
MTUM ISHARES TR $206.26万0.39%6,016 2,05651.9% $70.49万 加仓
T AT&T INC $206.67万0.39%99,842 -912-0.9% -$1.89万 减仓
VNQ VANGUARD INDEX FDS $211.10万0.40%21,892 310.1% $2,989 加仓
VYMI VANGUARD WHITEHALL FDS $214.91万0.41%21,885 2571.2% $2.52万 加仓
LLY ELI LILLY & CO $215.04万0.41%1,793 -68-3.7% -$8.16万 减仓
IFRA ISHARES TR $217.85万0.41%34,557 -2,498-6.7% -$15.75万 减仓
MO ALTRIA GROUP INC $218.74万0.41%30,401 1,0783.7% $7.76万 加仓
WMT WALMART INC $219.61万0.42%19,390 1490.8% $1.69万 加仓
OKE ONEOK INC NEW $220.34万0.42%25,344 3811.5% $3.31万 加仓
GLD SPDR GOLD TR $222.22万0.42%6,032 -652-9.8% -$24.02万 减仓
CVX CHEVRON CORPORATION $222.49万0.42%13,422 1100.8% $1.82万 加仓
— STATE STR SPDR S&P 500 ETF T 看涨期权 $224.03万0.42%3,000 -1,000-25.0% -$74.68万 减仓
KMI KINDER MORGAN INC DEL $224.38万0.42%70,184 1440.2% $4,604 加仓
TSLA TESLA INC $225.93万0.43%5,372 -95-1.7% -$4.00万 减仓
— EA SERIES TRUST $228.90万0.43%91,091 6,4307.6% $16.16万 加仓
COST COSTCO WHOLESALE CORPORATION $229.99万0.44%2,459 -5-0.2% -$4,677 减仓
KO COCA COLA CO $232.49万0.44%28,607 1780.6% $1.45万 加仓
GQQQ EA SERIES TRUST $235.51万0.45%64,841 -10,648-14.1% -$38.67万 减仓
AMZN AMAZON COM INC $240.61万0.46%10,095 4795.0% $11.42万 加仓
VUG VANGUARD INDEX FDS $242.48万0.46%28,149 -2,169-7.2% -$18.68万 减仓
— COMMUNITY BANCORP INC VT $243.79万0.46%62,351 -327-0.5% -$1.28万 减仓
DON WISDOMTREE TR $245.42万0.46%43,422 3500.8% $1.98万 加仓
ABBV ABBVIE INC $252.33万0.48%10,027 4865.1% $12.23万 加仓
MU MICRON TECHNOLOGY INC $252.94万0.48%2,191 562.6% $6.46万 加仓
XGDVX GABELLI DIVID & INCOME TR $255.90万0.48%87,039 9461.1% $2.78万 加仓
NVDA NVIDIA CORPORATION $256.69万0.49%12,828 1,46912.9% $29.39万 加仓
SPYM SPDR SERIES TRUST $258.19万0.49%29,380 2,77910.4% $24.42万 加仓
IVV ISHARES TR $269.99万0.51%3,605 93334.9% $69.88万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $270.56万0.51%145,660 15,58012.0% $28.94万 加仓
SPTI SPDR SERIES TRUST $272.94万0.52%96,139 2,7342.9% $7.76万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $275.44万0.52%141,070 -3,169-2.2% -$6.19万 减仓
VB VANGUARD INDEX FDS $276.41万0.52%9,119 -96-1.0% -$2.91万 减仓
HD HOME DEPOT INC $277.29万0.53%7,862 1491.9% $5.26万 加仓
MRK MERCK & CO INC $277.55万0.53%21,599 7283.5% $9.35万 加仓
SMH VANECK ETF TRUST $278.39万0.53%4,245 370.9% $2.43万 加仓
VIOO VANGUARD ADMIRAL FDS INC $282.61万0.54%20,548 -701-3.3% -$9.64万 减仓
JBND J P MORGAN EXCHANGE TRADED F $285.92万0.54%53,442 7,41416.1% $39.67万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $305.61万0.58%150,065 12,8299.3% $26.13万 加仓
VTI VANGUARD INDEX FDS $313.93万0.59%8,484 -171-2.0% -$6.33万 减仓
BDVL BLACKROCK ETF TRUST $319.89万0.61%123,131 -718-0.6% -$1.87万 减仓
SCHD SCHWAB STRATEGIC TR $325.52万0.62%102,656 7,5808.0% $24.04万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $328.55万0.62%167,499 12,6218.1% $24.76万 加仓
VWO VANGUARD INTL EQUITY INDEX F $330.61万0.63%55,388 -1,765-3.1% -$10.54万 减仓
BND VANGUARD BD INDEX FDS $331.23万0.63%45,120 3,4288.2% $25.17万 加仓
VTV VANGUARD INDEX FDS $334.29万0.63%15,339 -822-5.1% -$17.91万 减仓
CGGO CAPITAL GROUP GBL GROWTH EQT $342.99万0.65%81,027 4110.5% $1.74万 加仓
AVUS AMERICAN CENTY ETF TR $351.54万0.67%27,447 1780.7% $2.28万 加仓
FELC FIDELITY COVINGTON TRUST $352.29万0.67%84,060 3,5264.4% $14.78万 加仓
— EXXON MOBIL CORP $357.40万0.68%26,141 -475-1.8% -$6.49万 减仓
SPTL SPDR SERIES TRUST $368.58万0.70%140,520 17,72114.4% $46.48万 加仓
QQQM INVESCO EXCH TRADED FD TR II $386.46万0.73%12,756 -448-3.4% -$13.57万 减仓
BBUS J P MORGAN EXCHANGE TRADED F $400.87万0.76%29,756 10,03750.9% $135.22万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $407.69万0.77%82,729 5,5377.2% $27.29万 加仓
VIOV VANGUARD ADMIRAL FDS INC $409.58万0.78%34,908 -284-0.8% -$3.33万 减仓
FELG FIDELITY COVINGTON TRUST $415.41万0.79%94,950 -309-0.3% -$1.35万 减仓
MGV VANGUARD WORLD FD $416.91万0.79%25,507 1,0684.4% $17.46万 加仓
QQQ INVESCO QQQ TR $435.21万0.82%5,910 -537-8.3% -$39.54万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $444.53万0.84%78,706 3,0464.0% $17.20万 加仓
VZ VERIZON COMMUNICATIONS INC $444.70万0.84%105,030 -15,551-12.9% -$65.84万 减仓
SPTS SPDR SERIES TRUST $447.05万0.85%154,101 19,76514.7% $57.34万 加仓
MGK VANGUARD WORLD FD $499.83万0.95%56,857 1,3022.3% $11.45万 加仓