13F 机构持仓

SILVERLAKE WEALTH MANAGEMENT LLC

WILLISTON VT · SEC CIK 0001966026

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.7%
AAPL 3.2%
VOO 3.0%
SGOV 2.0%
VEA 2.0%
VYM 2.0%
JPST 1.5%
JNJ 1.3%
VZ 1.3%
IBM 1.3%

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
GE GE AEROSPACE $148.51万0.31%5,234 2324.6% $6.58万 加仓
GOOGL ALPHABET INC $147.66万0.31%5,135 -396-7.2% -$11.39万 减仓
GOOG ALPHABET INC $145.45万0.30%5,070 200.4% $5,738 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $141.97万0.30%84,913 25,49242.9% $42.62万 加仓
QUAL ISHARES TR $140.58万0.29%7,329 71410.8% $13.70万 加仓
JPM JPMORGAN CHASE & CO $137.93万0.29%4,689 -26-0.6% -$7,648 减仓
XLF SELECT SECTOR SPDR TR $137.40万0.29%27,830 -4,347-13.5% -$21.46万 减仓
SPGI S&P GLOBAL INC $137.26万0.29%3,227 -4-0.1% -$1,701 减仓
B BARRICK MNG CORP $134.84万0.28%33,056 170.1% $693 加仓
NEM NEWMONT CORP $132.72万0.28%12,261 -15-0.1% -$1,624 减仓
META META PLATFORMS INC $131.09万0.27%2,291 -435-16.0% -$24.89万 减仓
XLK SELECT SECTOR SPDR TR $129.64万0.27%9,755 -871-8.2% -$11.58万 减仓
VBR VANGUARD INDEX FDS $124.41万0.26%5,727 1753.2% $3.80万 加仓
IEUR ISHARES TR $122.54万0.26%17,439 -2,449-12.3% -$17.21万 减仓
IEFA ISHARES TR $122.47万0.26%13,528 3,05229.1% $27.63万 加仓
VV VANGUARD INDEX FDS $121.84万0.25%4,077 -79-1.9% -$2.36万 减仓
VT VANGUARD INTL EQUITY INDEX F $121.43万0.25%8,779 7088.8% $9.79万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $121.42万0.25%108,120 3,3613.2% $3.77万 加仓
COWZ PACER FDS TR $120.99万0.25%19,340 -946-4.7% -$5.92万 减仓
LQD ISHARES TR $120.58万0.25%11,063 4774.5% $5.20万 加仓
— S&P GLOBAL INC 看跌期权 $119.10万0.25%2,800 2,800— $119.10万 新建仓
DIVI FRANKLIN TEMPLETON ETF TR $116.53万0.24%29,271 7,70035.7% $30.65万 加仓
VOT VANGUARD INDEX FDS $116.48万0.24%4,526 561.3% $1.44万 加仓
MDYV SPDR SERIES TRUST $116.22万0.24%13,649 4,45548.5% $37.93万 加仓
VPU VANGUARD WORLD FD $114.76万0.24%5,792 -108-1.8% -$2.14万 减仓
DMBS DOUBLELINE ETF TRUST $114.67万0.24%23,223 6,36337.7% $31.42万 加仓
BILZ PIMCO ETF TR $114.02万0.24%11,292 5,31188.8% $53.63万 加仓
BNDX VANGUARD CHARLOTTE FDS $113.70万0.24%23,662 23,662— $113.70万 新建仓
FBTC FIDELITY WISE ORIGIN BITCOIN $113.55万0.24%19,237 1,3917.8% $8.21万 加仓
ROE EA SERIES TRUST $110.95万0.23%31,315 2,0957.2% $7.42万 加仓
DGRW WISDOMTREE TR $110.78万0.23%12,612 -679-5.1% -$5.96万 减仓
CGGR CAPITAL GROUP GROWTH ETF $110.60万0.23%27,520 1,3965.3% $5.61万 加仓
TD TORONTO DOMINION BK ONT $106.32万0.22%11,395 60.1% $560 加仓
SO SOUTHERN CO $104.55万0.22%10,832 -9-0.1% -$869 减仓
MCD MCDONALDS CORP $103.87万0.22%3,342 -144-4.1% -$4.48万 减仓
NZF NUVEEN MUN CR INCOME FD $101.74万0.21%83,531 20,48732.5% $24.95万 加仓
SHV ISHARES TR $100.05万0.21%9,063 2,92647.7% $32.30万 加仓
BHB BAR HBR BANKSHARES $99.33万0.21%30,609 00.0% — 不变
BINC BLACKROCK ETF TRUST II $98.06万0.20%18,883 4,81034.2% $24.98万 加仓
VCIT VANGUARD SCOTTSDALE FDS $96.68万0.20%11,683 11,683— $96.68万 新建仓
ITA ISHARES TR $95.88万0.20%4,383 912.1% $1.99万 加仓
VGSH VANGUARD SCOTTSDALE FDS $95.70万0.20%16,348 16,348— $95.70万 新建仓
MTUM ISHARES TR $95.04万0.20%3,960 511.3% $1.22万 加仓
INMU BLACKROCK ETF TRUST II $95.03万0.20%39,745 39,745— $95.03万 新建仓
XLU SELECT SECTOR SPDR TR $94.24万0.20%20,537 -476-2.3% -$2.18万 减仓
ENB ENBRIDGE INC $93.36万0.19%17,244 5283.2% $2.86万 加仓
NAD NUVEEN QUALITY MUNCP INCOME $91.58万0.19%79,639 4640.6% $5,336 加仓
SPY STATE STR SPDR S&P 500 ETF T $90.01万0.19%1,384 10.1% $650 加仓
GEV GE VERNOVA INC $88.83万0.19%1,018 606.3% $5.24万 加仓
DE DEERE & CO $88.54万0.18%1,572 -274-14.8% -$15.43万 减仓
BNY BANK NEW YORK MELLON CORP $87.32万0.18%7,361 -338-4.4% -$4.01万 减仓
IMCG ISHARES TR $85.04万0.18%10,797 5,03387.3% $39.64万 加仓
GLW CORNING INC $84.23万0.18%6,195 66111.9% $8.99万 加仓
EFV ISHARES TR $83.02万0.17%11,167 5,679103.5% $42.22万 加仓
BA BOEING CO $80.77万0.17%4,058 701.8% $1.39万 加仓
PYLD PIMCO ETF TR $79.05万0.16%30,172 6,53727.7% $17.13万 加仓
WPM WHEATON PRECIOUS METALS CORP $78.46万0.16%5,989 -572-8.7% -$7.49万 减仓
SPSM SPDR SERIES TRUST $78.24万0.16%16,192 -503-3.0% -$2.43万 减仓
TT TRANE TECHNOLOGIES PLC $74.47万0.16%1,787 -250-12.3% -$10.42万 减仓
DUK DUKE ENERGY CORP NEW $74.37万0.16%5,680 50.1% $655 加仓
MU MICRON TECHNOLOGY INC $72.12万0.15%2,135 80.4% $2,702 加仓
SUSA ISHARES TR $71.62万0.15%5,421 -202-3.6% -$2.67万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $69.19万0.14%12,462 2602.1% $1.44万 加仓
VGT VANGUARD WORLD FD $69.17万0.14%991 40.4% $2,792 加仓
CSCO CISCO SYS INC $68.81万0.14%8,869 90.1% $698 加仓
HDV ISHARES TR $68.20万0.14%5,025 83519.9% $11.33万 加仓
PSA PUBLIC STORAGE OPER CO $65.50万0.14%2,418 -98-3.9% -$2.65万 减仓
VOE VANGUARD INDEX FDS $65.36万0.14%3,547 54718.2% $10.08万 加仓
MBB ISHARES TR $65.19万0.14%6,865 -1,147-14.3% -$10.89万 减仓
IVW ISHARES TR $65.17万0.14%5,761 2,13859.0% $24.18万 加仓
TFPM TRIPLE FLAG PRECIOUS METAL $64.16万0.13%18,483 18,483— $64.16万 新建仓
AXON AXON ENTERPRISE INC $63.70万0.13%1,500 00.0% — 不变
IBMR ISHARES TR $63.48万0.13%25,042 25,042— $63.48万 新建仓
F FORD MTR CO $63.00万0.13%54,590 2,9325.7% $3.38万 加仓
XLE SELECT SECTOR SPDR TR $62.60万0.13%10,219 -474-4.4% -$2.90万 减仓
VBK VANGUARD INDEX FDS $62.45万0.13%2,066 391.9% $1.18万 加仓
TJX TJX COS INC NEW $61.97万0.13%3,880 320.8% $5,111 加仓
BILS SPDR SERIES TRUST $61.25万0.13%6,159 -2,892-32.0% -$28.76万 减仓
XLV SELECT SECTOR SPDR TR $61.07万0.13%4,165 -1,013-19.6% -$14.85万 减仓
IBMQ ISHARES TR $60.96万0.13%23,877 15,640189.9% $39.93万 加仓
C CITIGROUP INC $60.72万0.13%5,354 120.2% $1,361 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $60.31万0.13%15,697 8725.9% $3.35万 加仓
PM PHILIP MORRIS INTL INC $60.07万0.13%3,633 -161-4.2% -$2.66万 减仓
CVS CVS HEALTH CORP $59.35万0.12%8,263 250.3% $1,796 加仓
ACWX ISHARES TR $59.10万0.12%8,632 4,14492.3% $28.37万 加仓
DYNF BLACKROCK ETF TRUST $59.04万0.12%10,147 4,20070.6% $24.44万 加仓
V VISA INC $58.93万0.12%1,950 84175.8% $25.41万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $58.63万0.12%1,735 -362-17.3% -$12.23万 减仓
DAL DELTA AIR LINES INC $58.41万0.12%8,787 100.1% $665 加仓
VOOV VANGUARD ADMIRAL FDS INC $58.27万0.12%2,859 40.1% $815 加仓
MUB ISHARES TR $58.04万0.12%5,468 5,468— $58.04万 新建仓
DIS DISNEY WALT CO $57.20万0.12%5,935 -47-0.8% -$4,530 减仓
EMR EMERSON ELEC CO $56.58万0.12%4,319 -213-4.7% -$2.79万 减仓
TPYP TORTOISE CAPITAL SERIES TRUS $56.49万0.12%13,337 -707-5.0% -$2.99万 减仓
RTX RTX CORPORATION $56.34万0.12%2,921 -233-7.4% -$4.49万 减仓
GOVT ISHARES TR $55.30万0.12%24,136 24,136— $55.30万 新建仓
RSPA INVESCO ACTIVELY MANAGED EXC $55.29万0.12%11,058 6236.0% $3.11万 加仓
PLTR PALANTIR TECHNOLOGIES INC $55.15万0.12%3,770 44313.3% $6.48万 加仓
BNS BANK NOVA SCOTIA B C $54.41万0.11%7,851 -21-0.3% -$1,455 减仓
BMO BANK MONTREAL MEDIUM $54.40万0.11%4,020 60.1% $812 加仓