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
CIBR FIRST TR EXCHANGE-TRADED FD $29.98万0.06%3,336 150.5% $1,348 加仓
CWST CASELLA WASTE SYS INC $29.96万0.06%3,090 50019.3% $4.85万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $29.83万0.06%1,753 00.0% — 不变
ONEQ FIDELITY COMWLTH TR $29.31万0.06%2,839 632.3% $6,503 重新持有
MDT MEDTRONIC PLC $29.21万0.06%3,734 -313-7.7% -$2.45万 减仓
IVE ISHARES TR $29.18万0.06%1,285 -18-1.4% -$4,088 减仓
XEXGX EATON VANCE TAX-MANAGED GLOB $29.07万0.06%29,629 00.0% — 不变
EWJ ISHARES INC $28.96万0.05%3,105 -206-6.2% -$1.92万 减仓
CVLC MORGAN STANLEY ETF TRUST $28.61万0.05%3,029 10.0% $94 加仓
SPMO INVESCO EXCH TRADED FD TR II $28.59万0.05%1,770 -377-17.6% -$6.09万 减仓
SBUX STARBUCKS CORP $28.55万0.05%2,794 993.7% $1.01万 加仓
AMLP ALPS ETF TR $28.43万0.05%5,482 230.4% $1,193 加仓
SLV ISHARES SILVER TR $28.18万0.05%5,270 51510.8% $2.75万 加仓
AN AUTONATION INC $27.87万0.05%1,500 00.0% — 不变
ADX ADAMS DIVERSIFIED EQUITY FD $27.65万0.05%10,821 00.0% — 不变
PFFA ETFIS SER TR I $27.40万0.05%13,319 2,63124.6% $5.41万 加仓
JCI JOHNSON CONTROLS INTERNATION $27.34万0.05%1,871 291.6% $4,237 加仓
UUUU ENERGY FUELS INC $27.12万0.05%18,702 1,5068.8% $2.18万 加仓
USRT ISHARES TR $27.03万0.05%4,067 -189-4.4% -$1.26万 减仓
PANW PALO ALTO NETWORKS INC $26.97万0.05%791 791— $26.97万 新建仓
FDX FEDEX CORP $26.97万0.05%861 10.1% $313 加仓
WELL WELLTOWER INC $26.74万0.05%1,178 10.1% $227 加仓
LMT LOCKHEED MARTIN CORP $26.64万0.05%523 8419.1% $4.28万 加仓
XSVM INVESCO EXCHANGE TRADED FD T $26.50万0.05%3,807 -1,594-29.5% -$11.09万 减仓
BALI BLACKROCK ETF TRUST $26.43万0.05%7,814 7,814— $26.43万 新建仓
CALF PACER FDS TR $26.27万0.05%5,190 -392-7.0% -$1.98万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $26.04万0.05%2,781 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $25.99万0.05%4,925 -89-1.8% -$4,696 减仓
ITW ILLINOIS TOOL WKS INC $25.95万0.05%960 839.5% $2.24万 加仓
ETV EATON VANCE TAX-MANAGED BUY- $25.66万0.05%17,242 00.0% — 不变
FCX FREEPORT MCMORAN INC $25.64万0.05%4,077 -96-2.3% -$6,037 减仓
POCT INNOVATOR ETFS TRUST $25.64万0.05%5,524 -638-10.4% -$2.96万 减仓
HON HONEYWELL INTL INC $25.52万0.05%1,140 -1,114-49.4% -$24.94万 减仓
UNP UNION PAC CORP $25.49万0.05%937 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $25.45万0.05%11,380 1,59916.3% $3.58万 重新持有
FTNT FORTINET INC $25.27万0.05%1,645 1,645— $25.27万 新建仓
HONA HONEYWELL AEROSPACE INC $25.20万0.05%1,140 1,140— $25.20万 新建仓
GIS GENERAL MILLS INC $25.11万0.05%7,216 -505-6.5% -$1.76万 减仓
MDLZ MONDELEZ INTL INC $24.71万0.05%4,273 50.1% $289 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $24.62万0.05%350 00.0% — 不变
TRV TRAVELERS COMPANIES INC $24.59万0.05%745 00.0% — 不变
SPMD SPDR SERIES TRUST $24.56万0.05%3,636 -713-16.4% -$4.82万 减仓
— GABELLI GLOBAL SMALL & MID C $24.43万0.05%15,004 760.5% $1,237 加仓
ISTB ISHARES TR $24.28万0.05%5,033 -94-1.8% -$4,536 减仓
WU WESTERN UN CO $24.21万0.05%31,437 -28,172-47.3% -$21.69万 减仓
WDC WESTERN DIGITAL CORP $24.10万0.05%377 377— $24.10万 新建仓
— WARNER BROS DISCOVERY INC $24.03万0.05%9,014 -186-2.0% -$4,959 减仓
IJT ISHARES TR $23.98万0.05%1,342 -66-4.7% -$1.18万 减仓
SNDK SANDISK CORP $23.87万0.05%105 105— $23.87万 新建仓
KEY KEYCORP $23.66万0.04%10,267 00.0% — 不变
BAB INVESCO EXCH TRADED FD TR II $23.64万0.04%8,808 8,808— $23.64万 新建仓
VIGI VANGUARD WHITEHALL FDS $23.54万0.04%2,521 1948.3% $1.81万 加仓
SCHF SCHWAB STRATEGIC TR $23.32万0.04%8,419 8,419— $23.32万 新建仓
ARM ARM HOLDINGS PLC $23.26万0.04%656 656— $23.26万 新建仓
IUSB ISHARES TR $23.24万0.04%5,037 5,037— $23.24万 新建仓
RY ROYAL BK CDA $23.06万0.04%1,114 1,114— $23.06万 新建仓
GFEB FIRST TR EXCHNG TRADED FD VI $22.90万0.04%5,200 00.0% — 不变
XLY SELECT SECTOR SPDR TR $22.72万0.04%1,938 -2,438-55.7% -$28.59万 减仓
SCHW SCHWAB CHARLES CORP $22.48万0.04%2,436 20.1% $185 加仓
AGG ISHARES TR $22.44万0.04%2,268 904.1% $8,906 加仓
— DIMENSIONAL ETF TRUST $22.43万0.04%2,724 -170-5.9% -$1.40万 减仓
CGDG CAPITAL GROUP DIVIDEND GROWE $22.42万0.04%5,977 50.1% $188 加仓
EMXC ISHARES INC $22.36万0.04%2,186 2,186— $22.36万 新建仓
TXN TEXAS INSTRS INC $22.29万0.04%748 748— $22.29万 新建仓
MLI MUELLER INDS INC $22.15万0.04%1,802 100.6% $1,229 重新持有
TRMK TRUSTMARK CORP $21.97万0.04%4,774 -599-11.1% -$2.76万 减仓
XNIEX VIRTUS EQUITY & CONV INCM FD $21.93万0.04%8,163 00.0% — 重新持有
BP BP PLC $21.89万0.04%5,925 -1,271-17.7% -$4.70万 减仓
SHE SPDR SERIES TRUST $21.26万0.04%1,376 -232-14.4% -$3.58万 重新持有
BUFR FIRST TR EXCHNG TRADED FD VI $20.88万0.04%5,716 5,716— $20.88万 新建仓
XLRE SELECT SECTOR SPDR TR $20.63万0.04%4,686 4,686— $20.63万 新建仓
PWV INVESCO EXCHANGE TRADED FD T $20.62万0.04%2,722 2,722— $20.62万 新建仓
CGXU CAPITAL GROUP INTL FOCUS EQT $20.62万0.04%5,955 5,955— $20.62万 新建仓
CEF SPROTT ASSET MANAGEMENT LP $20.59万0.04%5,117 00.0% — 不变
EIX EDISON INTL $20.56万0.04%2,762 00.0% — 不变
WYNN WYNN RESORTS LTD $20.51万0.04%2,113 -239-10.2% -$2.32万 减仓
NVO NOVO-NORDISK A S $20.37万0.04%4,249 4,249— $20.37万 新建仓
FAST FASTENAL CO $20.29万0.04%4,225 4,225— $20.29万 新建仓
NFLX NETFLIX INC. $20.26万0.04%2,837 150.5% $1,071 加仓
NOBL PROSHARES TR $20.14万0.04%3,587 -587-14.1% -$3.30万 减仓
ADM ARCHER DANIELS MIDLAND CO $20.05万0.04%2,624 2,624— $20.05万 新建仓
MLN VANECK ETF TRUST $19.19万0.04%10,792 10,792— $19.19万 新建仓
— HANCOCK JOHN PREM DIVID FD $17.18万0.03%13,265 00.0% — 不变
— COHEN & STEERS CLOSED-END $16.06万0.03%11,570 330.3% $458 加仓
MMU WESTERN ASSET MANAGED MUNS F $12.55万0.02%12,043 510.4% $531 加仓
— HIGH INCOME SECS FD $11.80万0.02%21,579 -718-3.2% -$3,927 减仓
— INVESCO MUNI INCOME OPP TRST $11.04万0.02%17,783 00.0% — 不变
MFM ABERDEEN MUN INCOME FD $9.13万0.02%16,239 5,89256.9% $3.31万 加仓
PLUG PLUG PWR INC $9.07万0.02%33,470 00.0% — 不变
USA LIBERTY ALL STAR EQUITY FD $6.43万0.01%11,075 00.0% — 不变
NAK NORTHERN DYNASTY MINERALS LT $4.80万0.01%25,000 00.0% — 不变
VVR INVESCO SR INCOME TR $4.24万0.01%14,126 1,48711.8% $4,461 加仓
TMQ TRILOGY METALS INC NEW $3.94万0.01%11,229 -1,015-8.3% -$3,563 减仓
PSEC PROSPECT CAP CORP $3.66万0.01%15,861 3782.4% $873 加仓
CCL CARNIVAL CORP $00.00%0 -73,503-100.0% -$190.23万 清仓
RING ISHARES INC $00.00%0 -6,347-100.0% -$50.13万 清仓
SCHQ SCHWAB STRATEGIC TR $00.00%0 -14,894-100.0% -$46.81万 清仓
— SILA REALTY TRUST INC $00.00%0 -17,796-100.0% -$42.14万 清仓
— COLLABORATIVE INVESTMNT SER $00.00%0 -14,820-100.0% -$37.10万 清仓
BSMQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -14,927-100.0% -$35.27万 清仓