SILVIA MCCOLL WEALTH MANAGEMENT, LLC
SAN DIEGO CA · SEC CIK 0001991983
$1.66亿2026Q2 申报市值
122持仓数
42.6%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
2026Q2 买入最多 按季末市值估算
MU 新建仓+$30.47万
CVS 新建仓+$23.79万
GEV 新建仓+$23.03万
CSX 新建仓+$22.81万
VONG 新建仓+$20.13万
2026Q2 卖出最多 按季末市值估算
CGDV 减仓-$130.05万
HONEYWELL INTL I 清仓-$42.92万
T 清仓-$23.59万
HONEYWELL INTL I 重新持有-$22.14万
FRANKLIN TEMPLET 清仓-$21.08万
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $181.11万 | 1.09% | 5,533 | -34 | -0.6% | -$1.11万 | 减仓 |
| IJR | ISHARES TR | $183.59万 | 1.10% | 12,379 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $201.53万 | 1.21% | 2,154 | -10 | -0.5% | -$9,356 | 减仓 |
| GOOGL | ALPHABET INC | $202.20万 | 1.22% | 5,658 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $202.25万 | 1.22% | 20,961 | -1,370 | -6.1% | -$13.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $202.28万 | 1.22% | 10,110 | -285 | -2.7% | -$5.70万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $212.62万 | 1.28% | 27,720 | 2,138 | 8.4% | $16.40万 | 加仓 |
| TSLA | TESLA INC | $213.46万 | 1.28% | 5,075 | 23 | 0.5% | $9,674 | 加仓 |
| IWV | ISHARES TR | $232.30万 | 1.40% | 5,448 | -35 | -0.6% | -$1.49万 | 减仓 |
| QQQ | INVESCO QQQ TR | $262.53万 | 1.58% | 3,565 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $263.76万 | 1.59% | 5,271 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $266.21万 | 1.60% | 7,534 | 20 | 0.3% | $7,067 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $280.04万 | 1.68% | 3,750 | -36 | -1.0% | -$2.69万 | 减仓 |
| MSFT | MICROSOFT CORP | $292.82万 | 1.76% | 7,850 | -93 | -1.2% | -$3.47万 | 减仓 |
| IQLT | ISHARES TR | $308.05万 | 1.85% | 62,170 | 3,315 | 5.6% | $16.43万 | 加仓 |
| IXN | ISHARES TR | $314.97万 | 1.89% | 21,800 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $320.15万 | 1.93% | 4,275 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $360.82万 | 2.17% | 123,400 | 3,978 | 3.3% | $11.63万 | 加仓 |
| ITOT | ISHARES TR | $407.39万 | 2.45% | 24,800 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $460.48万 | 2.77% | 108,782 | -1,269 | -1.2% | -$5.37万 | 减仓 |
| IJH | ISHARES TR | $495.38万 | 2.98% | 64,243 | 1,094 | 1.7% | $8.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $636.91万 | 3.83% | 38,424 | -147 | -0.4% | -$2.44万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $968.00万 | 5.82% | 39,837 | 477 | 1.2% | $11.59万 | 加仓 |
| AAPL | APPLE INC | $1,014.42万 | 6.10% | 35,057 | -263 | -0.7% | -$7.61万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,105.24万 | 12.67% | 427,200 | -26,390 | -5.8% | -$130.05万 | 减仓 |