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 |
|---|---|---|---|---|---|---|---|---|
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,254 | -100.0% | -$47.01万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -431 | -100.0% | -$37.84万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -4,251 | -100.0% | -$27.80万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -2,771 | -100.0% | -$26.68万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -7,625 | -100.0% | -$26.28万 | 清仓 |
| ONEQ | FIDELITY COMWLTH TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,265 | -100.0% | -$25.28万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,706 | -100.0% | -$21.37万 | 清仓 |
| LOGI | LOGITECH INTL S A | $0 | 0.00% | 0 | -2,121 | -100.0% | -$21.26万 | 清仓 |
| SHE | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -930 | -100.0% | -$21.02万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -773 | -100.0% | -$20.75万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -2,482 | -100.0% | -$20.18万 | 清仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $0 | 0.00% | 0 | -12,105 | -100.0% | -$11.48万 | 清仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $3.50万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $4.04万 | 0.01% | 15,483 | 330 | 2.2% | $861 | 加仓 |
| VVR | INVESCO SR INCOME TR | $4.07万 | 0.01% | 12,639 | 167 | 1.3% | $538 | 加仓 |
| TMQ | TRILOGY METALS INC NEW | $4.40万 | 0.01% | 12,244 | 0 | 0.0% | — | 不变 |
| MFM | MFS MUN INCOME TR | $5.58万 | 0.01% | 10,347 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $6.15万 | 0.01% | 11,075 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $7.56万 | 0.02% | 33,470 | 0 | 0.0% | — | 不变 |
| — | INVESCO MUNI INCOME OPP TRST | $10.92万 | 0.02% | 17,783 | 0 | 0.0% | — | 不变 |
| — | HIGH INCOME SECS FD | $12.31万 | 0.03% | 22,297 | -2,361 | -9.6% | -$1.30万 | 减仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $12.33万 | 0.03% | 11,992 | 49 | 0.4% | $504 | 加仓 |
| — | COHEN & STEERS CLOSED-END | $14.80万 | 0.03% | 11,537 | 33 | 0.3% | $423 | 加仓 |
| — | HANCOCK JOHN PREM DIVID FD | $17.38万 | 0.04% | 13,265 | 13,265 | — | $17.38万 | 新建仓 |
| NKE | NIKE INC | $20.17万 | 0.04% | 3,818 | 155 | 4.2% | $8,188 | 加仓 |
| EIX | EDISON INTL | $20.21万 | 0.04% | 2,762 | -1,012 | -26.8% | -$7.41万 | 重新持有 |
| IJT | ISHARES TR | $20.38万 | 0.04% | 1,408 | 1,408 | — | $20.38万 | 新建仓 |
| CLX | CLOROX CO DEL | $20.54万 | 0.04% | 1,983 | 1,983 | — | $20.54万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $20.55万 | 0.04% | 2,590 | 100 | 4.0% | $7,934 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $20.58万 | 0.04% | 2,894 | -1,085 | -27.3% | -$7.72万 | 减仓 |
| KEY | KEYCORP | $20.58万 | 0.04% | 10,267 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $20.59万 | 0.04% | 2,327 | 11 | 0.5% | $973 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $20.82万 | 0.04% | 3,321 | 170 | 5.4% | $1.07万 | 加仓 |
| ILCV | ISHARES TR | $20.84万 | 0.04% | 2,237 | 2,237 | — | $20.84万 | 新建仓 |
| YUM | YUM BRANDS INC | $21.01万 | 0.04% | 1,351 | -77 | -5.4% | -$1.20万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $21.14万 | 0.04% | 2,781 | -1,608 | -36.6% | -$12.22万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $21.37万 | 0.04% | 5,200 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $21.44万 | 0.04% | 5,972 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $21.45万 | 0.04% | 3,982 | 5 | 0.1% | $269 | 加仓 |
| IJH | ISHARES TR | $21.47万 | 0.04% | 3,179 | 4 | 0.1% | $270 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.57万 | 0.05% | 350 | 1 | 0.3% | $616 | 加仓 |
| — | VANGUARD WELLESLEY INCOME FD | $21.59万 | 0.05% | 3,790 | 3,790 | — | $21.59万 | 新建仓 |
| AGG | ISHARES TR | $21.62万 | 0.05% | 2,178 | -870 | -28.5% | -$8.64万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $21.73万 | 0.05% | 745 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $21.73万 | 0.05% | 5,999 | 5,999 | — | $21.73万 | 新建仓 |
| PFFA | ETFIS SER TR I | $21.76万 | 0.05% | 10,688 | 10,688 | — | $21.76万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $21.83万 | 0.05% | 1,969 | 6 | 0.3% | $665 | 加仓 |
| VXUS | VANGUARD STAR FDS | $21.99万 | 0.05% | 2,851 | -657 | -18.7% | -$5.07万 | 减仓 |
| NOBL | PROSHARES TR | $22.13万 | 0.05% | 2,087 | 1 | 0.0% | $106 | 加仓 |
| — | GABELLI GLOBAL SMALL & MID C | $22.42万 | 0.05% | 14,928 | 578 | 4.0% | $8,682 | 加仓 |
| TRMK | TRUSTMARK CORP | $22.64万 | 0.05% | 5,373 | 7 | 0.1% | $295 | 加仓 |
| UNP | UNION PAC CORP | $22.73万 | 0.05% | 937 | -4 | -0.4% | -$970 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.82万 | 0.05% | 877 | -22 | -2.4% | -$5,726 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $22.88万 | 0.05% | 2,434 | 246 | 11.2% | $2.31万 | 加仓 |
| WELL | WELLTOWER INC | $23.28万 | 0.05% | 1,177 | 1 | 0.1% | $198 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $23.57万 | 0.05% | 17,242 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $23.69万 | 0.05% | 10,821 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $23.89万 | 0.05% | 2,352 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $24.07万 | 0.05% | 2,147 | 2,147 | — | $24.07万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.12万 | 0.05% | 1,842 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $24.14万 | 0.05% | 2,695 | 206 | 8.3% | $1.85万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $24.24万 | 0.05% | 3,028 | 3,028 | — | $24.24万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $24.42万 | 0.05% | 5,117 | 200 | 4.1% | $9,544 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $24.53万 | 0.05% | 4,173 | 3 | 0.1% | $176 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $24.53万 | 0.05% | 5,014 | 336 | 7.2% | $1.64万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $24.60万 | 0.05% | 4,268 | 5 | 0.1% | $288 | 加仓 |
| MFC | MANULIFE FINL CORP | $24.70万 | 0.05% | 7,173 | 35 | 0.5% | $1,205 | 加仓 |
| BTAL | AGF INVTS TR | $24.79万 | 0.05% | 17,758 | 17,758 | — | $24.79万 | 新建仓 |
| ISTB | ISHARES TR | $24.85万 | 0.05% | 5,127 | 93 | 1.8% | $4,507 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $24.98万 | 0.05% | 3,099 | 3,099 | — | $24.98万 | 新建仓 |
| CALF | PACER FDS TR | $25.05万 | 0.05% | 5,582 | -35 | -0.6% | -$1,571 | 减仓 |
| SPYI | NEOS ETF TRUST | $25.11万 | 0.05% | 5,086 | 600 | 13.4% | $2.96万 | 加仓 |
| USRT | ISHARES TR | $25.19万 | 0.05% | 4,256 | -87 | -2.0% | -$5,150 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $25.26万 | 0.05% | 9,200 | 191 | 2.1% | $5,245 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $25.42万 | 0.05% | 1,753 | -1,232 | -41.3% | -$17.87万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $25.52万 | 0.05% | 7,744 | 7,744 | — | $25.52万 | 新建仓 |
| CLOA | BLACKROCK ETF TRUST II | $25.52万 | 0.05% | 4,924 | 4,924 | — | $25.52万 | 新建仓 |
| IAGG | ISHARES TR | $25.56万 | 0.05% | 5,108 | 5,108 | — | $25.56万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $25.62万 | 0.05% | 14,964 | 56 | 0.4% | $959 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $25.66万 | 0.05% | 29,629 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $25.67万 | 0.05% | 1,655 | 451 | 37.5% | $7.00万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $25.76万 | 0.05% | 4,349 | -1,056 | -19.5% | -$6.25万 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $26.05万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $26.32万 | 0.05% | 1,521 | -83 | -5.2% | -$1.44万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $26.50万 | 0.06% | 439 | 1 | 0.2% | $604 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $26.57万 | 0.06% | 6,162 | -636 | -9.4% | -$2.74万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $26.70万 | 0.06% | 8,754 | 841 | 10.6% | $2.56万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.71万 | 0.06% | 1,313 | -126 | -8.8% | -$2.56万 | 减仓 |
| NFLX | NETFLIX INC. | $27.13万 | 0.06% | 2,822 | 399 | 16.5% | $3.84万 | 加仓 |
| IVE | ISHARES TR | $27.52万 | 0.06% | 1,303 | 1,303 | — | $27.52万 | 新建仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $27.65万 | 0.06% | 13,743 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $27.85万 | 0.06% | 5,595 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $27.95万 | 0.06% | 3,311 | 235 | 7.6% | $1.98万 | 加仓 |
| MTB | M & T BK CORP | $28.31万 | 0.06% | 1,369 | 2 | 0.1% | $414 | 加仓 |
| IJS | ISHARES TR | $28.63万 | 0.06% | 2,417 | 1 | 0.0% | $118 | 加仓 |