SILVIA MCCOLL WEALTH MANAGEMENT, LLC
SAN DIEGO CA · SEC CIK 0001991983
$1.52亿2026Q1 申报市值
119持仓数
43.1%前十大占比 · 第一大 12.7%
5 / 3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
CGDV 加仓+$118.59万
VOO 新建仓+$26.29万
FCX 新建仓+$22.47万
WMB 新建仓+$20.70万
EIX 新建仓+$20.57万
2026Q1 卖出最多 按季末市值估算
VBR 减仓-$30.07万
XYL 清仓-$21.79万
META 清仓-$21.26万
CVX 减仓-$21.04万
AAPL 减仓-$20.96万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $181.29万 | 1.19% | 10,395 | 5 | 0.0% | $872 | 加仓 |
| WMT | WALMART INC | $187.39万 | 1.23% | 15,078 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $187.81万 | 1.24% | 5,052 | 45 | 0.9% | $1.67万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $197.45万 | 1.30% | 25,582 | -499 | -1.9% | -$3.85万 | 减仓 |
| IWV | ISHARES TR | $203.24万 | 1.34% | 5,483 | -12 | -0.2% | -$4,448 | 减仓 |
| QQQ | INVESCO QQQ TR | $205.76万 | 1.35% | 3,565 | 240 | 7.2% | $13.85万 | 加仓 |
| GOOG | ALPHABET INC | $215.55万 | 1.42% | 7,514 | -30 | -0.4% | -$8,606 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $215.65万 | 1.42% | 2,164 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $217.93万 | 1.44% | 21,800 | -800 | -3.5% | -$8.00万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $246.22万 | 1.62% | 3,786 | -200 | -5.0% | -$13.01万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $252.59万 | 1.66% | 5,271 | -210 | -3.8% | -$10.06万 | 减仓 |
| IQLT | ISHARES TR | $272.09万 | 1.79% | 58,855 | 383 | 0.7% | $1.77万 | 加仓 |
| IVV | ISHARES TR | $279.25万 | 1.84% | 4,275 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $294.03万 | 1.94% | 7,943 | -3 | -0.0% | -$1,111 | 减仓 |
| ANGL | VANECK ETF TRUST | $342.98万 | 2.26% | 119,422 | -967 | -0.8% | -$2.78万 | 减仓 |
| ITOT | ISHARES TR | $353.23万 | 2.33% | 24,800 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $367.24万 | 2.42% | 110,051 | 2,206 | 2.0% | $7.36万 | 加仓 |
| IJH | ISHARES TR | $426.44万 | 2.81% | 63,149 | -1,206 | -1.9% | -$8.14万 | 减仓 |
| CVX | CHEVRON CORP NEW | $798.03万 | 5.26% | 38,571 | -1,017 | -2.6% | -$21.04万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $855.10万 | 5.63% | 39,360 | -1,384 | -3.4% | -$30.07万 | 减仓 |
| AAPL | APPLE INC | $896.39万 | 5.90% | 35,320 | -826 | -2.3% | -$20.96万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,929.57万 | 12.71% | 453,590 | 27,878 | 6.5% | $118.59万 | 加仓 |