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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $54.25万 | 0.11% | 2,296 | -123 | -5.1% | -$2.91万 | 减仓 |
| IBMP | ISHARES TR | $53.59万 | 0.11% | 21,067 | 21,067 | — | $53.59万 | 新建仓 |
| IBMO | ISHARES TR | $53.47万 | 0.11% | 20,864 | 20,864 | — | $53.47万 | 新建仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $53.44万 | 0.11% | 21,769 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $53.38万 | 0.11% | 9,434 | 2,923 | 44.9% | $16.54万 | 加仓 |
| DGRO | ISHARES TR | $53.27万 | 0.11% | 7,590 | 348 | 4.8% | $2.44万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $52.18万 | 0.11% | 4,648 | -157 | -3.3% | -$1.76万 | 减仓 |
| WU | WESTERN UN CO | $52.04万 | 0.11% | 59,609 | -18,488 | -23.7% | -$16.14万 | 减仓 |
| PEP | PEPSICO INC | $51.26万 | 0.11% | 3,301 | -195 | -5.6% | -$3.03万 | 减仓 |
| — | HONEYWELL INTL INC | $50.94万 | 0.11% | 2,254 | 1 | 0.0% | $226 | 加仓 |
| RING | ISHARES INC | $50.13万 | 0.10% | 6,347 | -409 | -6.1% | -$3.23万 | 减仓 |
| IBMS | ISHARES TR | $49.98万 | 0.10% | 19,350 | 19,350 | — | $49.98万 | 新建仓 |
| PTLC | PACER FDS TR | $49.53万 | 0.10% | 9,441 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $48.82万 | 0.10% | 4,848 | -615 | -11.3% | -$6.19万 | 减仓 |
| COP | CONOCOPHILLIPS | $48.49万 | 0.10% | 3,674 | -190 | -4.9% | -$2.51万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $48.18万 | 0.10% | 1,593 | -24 | -1.5% | -$7,259 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $47.79万 | 0.10% | 12,630 | 700 | 5.9% | $2.65万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $47.69万 | 0.10% | 4,376 | -236 | -5.1% | -$2.57万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $47.43万 | 0.10% | 20,599 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $46.97万 | 0.10% | 6,242 | 36 | 0.6% | $2,709 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $46.87万 | 0.10% | 13,376 | 13,376 | — | $46.87万 | 新建仓 |
| SCHQ | SCHWAB STRATEGIC TR | $46.81万 | 0.10% | 14,894 | -5,737 | -27.8% | -$18.03万 | 减仓 |
| WFC | WELLS FARGO & CO | $46.67万 | 0.10% | 5,862 | -7 | -0.1% | -$557 | 减仓 |
| GLDM | WORLD GOLD TR | $46.65万 | 0.10% | 5,033 | -105 | -2.0% | -$9,732 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $46.30万 | 0.10% | 15,920 | -2,247 | -12.4% | -$6.53万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $46.17万 | 0.10% | 16,005 | -9,372 | -36.9% | -$27.04万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $45.27万 | 0.09% | 9,436 | 9,436 | — | $45.27万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $45.20万 | 0.09% | 4,594 | 145 | 3.3% | $1.43万 | 加仓 |
| SHEL | SHELL PLC | $44.93万 | 0.09% | 4,831 | -200 | -4.0% | -$1.86万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $44.17万 | 0.09% | 4,755 | 11 | 0.2% | $1,022 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $43.76万 | 0.09% | 3,516 | 781 | 28.6% | $9.72万 | 加仓 |
| — | ADVISORSHARES TR | $43.75万 | 0.09% | 3,440 | -416 | -10.8% | -$5.29万 | 减仓 |
| USMV | ISHARES TR | $43.28万 | 0.09% | 4,667 | -470 | -9.1% | -$4.36万 | 减仓 |
| — | SILA REALTY TRUST INC | $42.14万 | 0.09% | 17,796 | -34 | -0.2% | -$805 | 减仓 |
| ITOT | ISHARES TR | $42.08万 | 0.09% | 2,954 | 338 | 12.9% | $4.81万 | 加仓 |
| HSY | HERSHEY CO | $42.06万 | 0.09% | 2,023 | 2 | 0.1% | $416 | 加仓 |
| MMM | 3M CO | $41.45万 | 0.09% | 2,854 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $41.34万 | 0.09% | 5,016 | 773 | 18.2% | $6.37万 | 加仓 |
| IEF | ISHARES TR | $41.31万 | 0.09% | 4,329 | 1,279 | 41.9% | $12.21万 | 重新持有 |
| VLUE | ISHARES TR | $40.97万 | 0.09% | 2,882 | 2,882 | — | $40.97万 | 新建仓 |
| TIP | ISHARES TR | $40.95万 | 0.09% | 3,711 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $40.44万 | 0.08% | 4,130 | -1,391 | -25.2% | -$13.62万 | 减仓 |
| ORCL | ORACLE CORP | $40.28万 | 0.08% | 2,738 | 107 | 4.1% | $1.57万 | 加仓 |
| WM | WASTE MGMT INC DEL | $40.20万 | 0.08% | 1,749 | -399 | -18.6% | -$9.17万 | 减仓 |
| VLO | VALERO ENERGY CORP | $39.19万 | 0.08% | 1,586 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.87万 | 0.08% | 6,409 | -390 | -5.7% | -$2.37万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $38.53万 | 0.08% | 2,112 | -32 | -1.5% | -$5,838 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $38.36万 | 0.08% | 4,848 | 1,422 | 41.5% | $11.25万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $38.31万 | 0.08% | 12,447 | 0 | 0.0% | — | 不变 |
| XLSR | SSGA ACTIVE TR | $38.08万 | 0.08% | 6,595 | 2 | 0.0% | $115 | 加仓 |
| — | COLLABORATIVE INVESTMNT SER | $37.10万 | 0.08% | 14,820 | 3,083 | 26.3% | $7.72万 | 加仓 |
| IDEV | ISHARES TR | $36.39万 | 0.08% | 4,355 | 108 | 2.5% | $9,026 | 加仓 |
| MPC | MARATHON PETE CORP | $36.04万 | 0.08% | 1,476 | -186 | -11.2% | -$4.54万 | 减仓 |
| VO | VANGUARD INDEX FDS | $35.80万 | 0.07% | 1,246 | -115 | -8.4% | -$3.30万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $35.27万 | 0.07% | 14,927 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $35.06万 | 0.07% | 4,047 | -299 | -6.9% | -$2.59万 | 减仓 |
| O | REALTY INCOME CORP | $34.74万 | 0.07% | 5,678 | 268 | 5.0% | $1.64万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $34.58万 | 0.07% | 14,619 | 6 | 0.0% | $142 | 加仓 |
| MINT | PIMCO ETF TR | $34.17万 | 0.07% | 3,397 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MULTI ASSET INCOME FU | $34.07万 | 0.07% | 27,479 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $33.99万 | 0.07% | 2,439 | 6 | 0.2% | $836 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $33.96万 | 0.07% | 20,634 | 8,637 | 72.0% | $14.22万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $33.94万 | 0.07% | 3,582 | 5 | 0.1% | $474 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $33.93万 | 0.07% | 989 | -100 | -9.2% | -$3.43万 | 减仓 |
| BP | BP PLC | $33.82万 | 0.07% | 7,196 | -2,874 | -28.5% | -$13.51万 | 减仓 |
| IXUS | ISHARES TR | $33.79万 | 0.07% | 3,900 | 367 | 10.4% | $3.18万 | 加仓 |
| TFC | TRUIST FINL CORP | $33.31万 | 0.07% | 7,246 | 133 | 1.9% | $6,114 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $32.87万 | 0.07% | 10,222 | 10,222 | — | $32.87万 | 新建仓 |
| IWX | ISHARES TR | $32.80万 | 0.07% | 3,540 | 22 | 0.6% | $2,039 | 加仓 |
| DVY | ISHARES TR | $32.55万 | 0.07% | 2,150 | 7 | 0.3% | $1,060 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $32.54万 | 0.07% | 5,401 | 8 | 0.1% | $482 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $32.53万 | 0.07% | 6,910 | 716 | 11.6% | $3.37万 | 加仓 |
| SLV | ISHARES SILVER TR | $32.40万 | 0.07% | 4,755 | 463 | 10.8% | $3.15万 | 加仓 |
| AVGO | BROADCOM INC | $32.28万 | 0.07% | 1,043 | 15 | 1.5% | $4,643 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $32.26万 | 0.07% | 8,395 | 1,152 | 15.9% | $4.43万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $32.05万 | 0.07% | 13,700 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $31.77万 | 0.07% | 2,467 | -13 | -0.5% | -$1,674 | 减仓 |
| ADI | ANALOG DEVICES INC | $31.63万 | 0.07% | 994 | -14 | -1.4% | -$4,455 | 减仓 |
| INTC | INTEL CORP | $31.58万 | 0.07% | 7,157 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $31.38万 | 0.07% | 17,196 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $30.98万 | 0.06% | 2,612 | 280 | 12.0% | $3.32万 | 加仓 |
| BLK | BLACKROCK INC | $30.96万 | 0.06% | 322 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $30.77万 | 0.06% | 2,676 | -189 | -6.6% | -$2.17万 | 减仓 |
| FDX | FEDEX CORP | $30.65万 | 0.06% | 860 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $30.17万 | 0.06% | 3,089 | 34 | 1.1% | $3,321 | 加仓 |
| MS | MORGAN STANLEY | $30.05万 | 0.06% | 1,826 | -144 | -7.3% | -$2.37万 | 减仓 |
| POWR | ISHARES INC | $29.73万 | 0.06% | 11,336 | 11,336 | — | $29.73万 | 新建仓 |
| OSK | OSHKOSH CORP | $29.44万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $29.29万 | 0.06% | 3,437 | 20 | 0.6% | $1,705 | 加仓 |
| AN | AUTONATION INC | $29.29万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $29.20万 | 0.06% | 4,654 | -668 | -12.6% | -$4.19万 | 减仓 |
| IWV | ISHARES TR | $29.02万 | 0.06% | 783 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $28.74万 | 0.06% | 7,721 | -320 | -4.0% | -$1.19万 | 减仓 |
| AMLP | ALPS ETF TR | $28.74万 | 0.06% | 5,459 | 551 | 11.2% | $2.90万 | 加仓 |
| IJS | ISHARES TR | $28.63万 | 0.06% | 2,417 | 1 | 0.0% | $118 | 加仓 |
| MTB | M & T BK CORP | $28.31万 | 0.06% | 1,369 | 2 | 0.1% | $414 | 加仓 |
| EWJ | ISHARES INC | $27.95万 | 0.06% | 3,311 | 235 | 7.6% | $1.98万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $27.85万 | 0.06% | 5,595 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV | $27.65万 | 0.06% | 13,743 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $27.52万 | 0.06% | 1,303 | 1,303 | — | $27.52万 | 新建仓 |