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
NFLX NETFLIX INC. $27.13万0.06%2,822 39916.5% $3.84万 加仓
AMD ADVANCED MICRO DEVICES INC $26.71万0.06%1,313 -126-8.8% -$2.56万 减仓
SCHV SCHWAB STRATEGIC TR $26.70万0.06%8,754 84110.6% $2.56万 加仓
POCT INNOVATOR ETFS TRUST $26.57万0.06%6,162 -636-9.4% -$2.74万 减仓
LMT LOCKHEED MARTIN CORP $26.50万0.06%439 10.2% $604 加仓
VDE VANGUARD WORLD FD $26.32万0.05%1,521 -83-5.2% -$1.44万 重新持有
XMVM INVESCO EXCHANGE TRADED FD T $26.05万0.05%4,000 00.0% — 不变
SPMD SPDR SERIES TRUST $25.76万0.05%4,349 -1,056-19.5% -$6.25万 减仓
IUSG ISHARES TR $25.67万0.05%1,655 45137.5% $7.00万 加仓
XEXGX EATON VANCE TAX-MANAGED GLOB $25.66万0.05%29,629 00.0% — 不变
CSQ CALAMOS STRATEGIC TOTAL RETU $25.62万0.05%14,964 560.4% $959 加仓
IAGG ISHARES TR $25.56万0.05%5,108 5,108— $25.56万 新建仓
CLOA BLACKROCK ETF TRUST II $25.52万0.05%4,924 4,924— $25.52万 新建仓
BAI BLACKROCK ETF TRUST $25.52万0.05%7,744 7,744— $25.52万 新建仓
XMMO INVESCO EXCHANGE TRADED FD T $25.42万0.05%1,753 -1,232-41.3% -$17.87万 减仓
— WARNER BROS DISCOVERY INC $25.26万0.05%9,200 1912.1% $5,245 加仓
USRT ISHARES TR $25.19万0.05%4,256 -87-2.0% -$5,150 减仓
SPYI NEOS ETF TRUST $25.11万0.05%5,086 60013.4% $2.96万 加仓
CALF PACER FDS TR $25.05万0.05%5,582 -35-0.6% -$1,571 减仓
AVEM AMERICAN CENTY ETF TR $24.98万0.05%3,099 3,099— $24.98万 新建仓
ISTB ISHARES TR $24.85万0.05%5,127 931.8% $4,507 加仓
BTAL AGF INVTS TR $24.79万0.05%17,758 17,758— $24.79万 新建仓
MFC MANULIFE FINL CORP $24.70万0.05%7,173 350.5% $1,205 加仓
MDLZ MONDELEZ INTL INC $24.60万0.05%4,268 50.1% $288 加仓
FNDF SCHWAB STRATEGIC TR $24.53万0.05%5,014 3367.2% $1.64万 加仓
FCX FREEPORT MCMORAN INC $24.53万0.05%4,173 30.1% $176 加仓
CEF SPROTT ASSET MANAGEMENT LP $24.42万0.05%5,117 2004.1% $9,544 加仓
CVLC MORGAN STANLEY ETF TRUST $24.24万0.05%3,028 3,028— $24.24万 新建仓
SBUX STARBUCKS CORP $24.14万0.05%2,695 2068.3% $1.85万 加仓
JCI JOHNSON CONTROLS INTERNATION $24.12万0.05%1,842 00.0% — 不变
SPMO INVESCO EXCH TRADED FD TR II $24.07万0.05%2,147 2,147— $24.07万 新建仓
WYNN WYNN RESORTS LTD $23.89万0.05%2,352 00.0% — 不变
ADX ADAMS DIVERSIFIED EQUITY FD $23.69万0.05%10,821 00.0% — 不变
ETV EATON VANCE TAX-MANAGED BUY- $23.57万0.05%17,242 00.0% — 不变
WELL WELLTOWER INC $23.28万0.05%1,177 10.1% $198 加仓
SCHW SCHWAB CHARLES CORP $22.88万0.05%2,434 24611.2% $2.31万 加仓
ITW ILLINOIS TOOL WKS INC $22.82万0.05%877 -22-2.4% -$5,726 减仓
UNP UNION PAC CORP $22.73万0.05%937 -4-0.4% -$970 减仓
TRMK TRUSTMARK CORP $22.64万0.05%5,373 70.1% $295 加仓
— GABELLI GLOBAL SMALL & MID C $22.42万0.05%14,928 5784.0% $8,682 加仓
NOBL PROSHARES TR $22.13万0.05%2,087 10.0% $106 加仓
VXUS VANGUARD STAR FDS $21.99万0.05%2,851 -657-18.7% -$5.07万 减仓
XLC SELECT SECTOR SPDR TR $21.83万0.05%1,969 60.3% $665 加仓
PFFA ETFIS SER TR I $21.76万0.05%10,688 10,688— $21.76万 新建仓
THRO BLACKROCK ETF TRUST $21.73万0.05%5,999 5,999— $21.73万 新建仓
TRV TRAVELERS COMPANIES INC $21.73万0.05%745 00.0% — 不变
AGG ISHARES TR $21.62万0.05%2,178 -870-28.5% -$8.64万 减仓
— VANGUARD WELLESLEY INCOME FD $21.59万0.05%3,790 3,790— $21.59万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $21.57万0.05%350 10.3% $616 加仓
IJH ISHARES TR $21.47万0.04%3,179 40.1% $270 加仓
LVS LAS VEGAS SANDS CORP $21.45万0.04%3,982 50.1% $269 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $21.44万0.04%5,972 00.0% — 不变
GFEB FIRST TR EXCHNG TRADED FD VI $21.37万0.04%5,200 00.0% — 不变
XSMO INVESCO EXCHANGE TRADED FD T $21.14万0.04%2,781 -1,608-36.6% -$12.22万 减仓
YUM YUM BRANDS INC $21.01万0.04%1,351 -77-5.4% -$1.20万 减仓
ILCV ISHARES TR $20.84万0.04%2,237 2,237— $20.84万 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $20.82万0.04%3,321 1705.4% $1.07万 加仓
VIGI VANGUARD WHITEHALL FDS $20.59万0.04%2,327 110.5% $973 加仓
KEY KEYCORP $20.58万0.04%10,267 00.0% — 不变
— DIMENSIONAL ETF TRUST $20.58万0.04%2,894 -1,085-27.3% -$7.72万 减仓
CWST CASELLA WASTE SYS INC $20.55万0.04%2,590 1004.0% $7,934 加仓
CLX CLOROX CO DEL $20.54万0.04%1,983 1,983— $20.54万 新建仓
IJT ISHARES TR $20.38万0.04%1,408 1,408— $20.38万 新建仓
EIX EDISON INTL $20.21万0.04%2,762 -1,012-26.8% -$7.41万 重新持有
NKE NIKE INC $20.17万0.04%3,818 1554.2% $8,188 加仓
— HANCOCK JOHN PREM DIVID FD $17.38万0.04%13,265 13,265— $17.38万 新建仓
— COHEN & STEERS CLOSED-END $14.80万0.03%11,537 330.3% $423 加仓
MMU WESTERN ASSET MANAGED MUNS F $12.33万0.03%11,992 490.4% $504 加仓
— HIGH INCOME SECS FD $12.31万0.03%22,297 -2,361-9.6% -$1.30万 减仓
— INVESCO MUNI INCOME OPP TRST $10.92万0.02%17,783 00.0% — 不变
PLUG PLUG PWR INC $7.56万0.02%33,470 00.0% — 不变
USA LIBERTY ALL STAR EQUITY FD $6.15万0.01%11,075 00.0% — 不变
MFM MFS MUN INCOME TR $5.58万0.01%10,347 00.0% — 不变
TMQ TRILOGY METALS INC NEW $4.40万0.01%12,244 00.0% — 不变
VVR INVESCO SR INCOME TR $4.07万0.01%12,639 1671.3% $538 加仓
PSEC PROSPECT CAP CORP $4.04万0.01%15,483 3302.2% $861 加仓
NAK NORTHERN DYNASTY MINERALS LT $3.50万0.01%25,000 00.0% — 不变
KRE SPDR SERIES TRUST $00.00%0 -7,254-100.0% -$47.01万 清仓
PH PARKER-HANNIFIN CORP $00.00%0 -431-100.0% -$37.84万 清仓
UL UNILEVER PLC $00.00%0 -4,251-100.0% -$27.80万 清仓
EMB ISHARES TR $00.00%0 -2,771-100.0% -$26.68万 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 -7,625-100.0% -$26.28万 清仓
ONEQ FIDELITY COMWLTH TR $00.00%0 —— — 申报中断
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -4,265-100.0% -$25.28万 清仓
NLY ANNALY CAPITAL MANAGEMENT IN $00.00%0 —— — 申报中断
ABT ABBOTT LABS $00.00%0 -1,706-100.0% -$21.37万 清仓
LOGI LOGITECH INTL S A $00.00%0 -2,121-100.0% -$21.26万 清仓
SHE SPDR SERIES TRUST $00.00%0 —— — 申报中断
COIN COINBASE GLOBAL INC $00.00%0 -930-100.0% -$21.02万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -773-100.0% -$20.75万 清仓
MLI MUELLER INDS INC $00.00%0 —— — 申报中断
XNIEX VIRTUS EQUITY & CONV INCM FD $00.00%0 —— — 申报中断
GM GENERAL MTRS CO $00.00%0 -2,482-100.0% -$20.18万 清仓
BDJ BLACKROCK ENHANCED EQUITY DI $00.00%0 -12,105-100.0% -$11.48万 清仓