13F 机构持仓

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

SAN DIEGO CA · SEC CIK 0001991983

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.66亿2026Q2
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

CGDV 12.7%
AAPL 6.1%
VBR 5.8%
CVX 3.8%
IJH 3.0%
CGGO 2.8%
ITOT 2.5%
ANGL 2.2%
IVV 1.9%
IXN 1.9%

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
— HONEYWELL INTL INC $00.00%0 -1,899-100.0% -$42.92万 清仓
T AT&T INC $00.00%0 -8,139-100.0% -$23.59万 清仓
— FRANKLIN TEMPLETON DIGITAL H $00.00%0 -5,380-100.0% -$21.08万 清仓
VONG VANGUARD SCOTTSDALE FDS $20.13万0.12%1,575 1,575— $20.13万 新建仓
— HONEYWELL INTL INC $20.37万0.12%910 -989-52.1% -$22.14万 重新持有
RTX RTX CORPORATION $20.51万0.12%1,081 -100-8.5% -$1.90万 减仓
TM TOYOTA MOTOR CORP $20.80万0.13%1,235 00.0% — 不变
— PUTNAM ETF TRUST $20.87万0.13%28,125 2801.0% $2,078 加仓
EIX EDISON INTL $20.93万0.13%2,811 00.0% — 不变
WMB WILLIAMS COS INC $21.14万0.13%2,844 00.0% — 不变
XLU SELECT SECTOR SPDR TR $21.20万0.13%4,676 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $21.20万0.13%1,600 00.0% — 不变
CSX CSX CORP $22.81万0.14%4,800 4,800— $22.81万 新建仓
GEV GE VERNOVA INC $23.03万0.14%196 196— $23.03万 新建仓
FCX FREEPORT MCMORAN INC $23.67万0.14%3,764 -58-1.5% -$3,648 减仓
PM PHILIP MORRIS INTL INC $23.70万0.14%1,310 00.0% — 不变
CVS CVS HEALTH CORP $23.79万0.14%2,300 2,300— $23.79万 新建仓
ALL ALLSTATE CORP $24.15万0.15%1,015 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $24.38万0.15%3,524 00.0% — 不变
CWEN CLEARWAY ENERGY INC $24.93万0.15%7,295 94014.8% $3.21万 加仓
COR CENCORA INC $25.13万0.15%888 00.0% — 不变
COP CONOCOPHILLIPS $26.30万0.16%2,530 00.0% — 不变
UEC URANIUM ENERGY CORP $26.65万0.16%25,000 00.0% — 不变
KXI ISHARES TR $27.01万0.16%4,000 00.0% — 不变
NFLX NETFLIX INC. $27.31万0.16%3,825 00.0% — 不变
USB US BANCORP $27.95万0.17%4,627 00.0% — 不变
IEV ISHARES TR $29.14万0.18%4,000 00.0% — 不变
CPT CAMDEN PPTY TR $29.66万0.18%2,591 -450-14.8% -$5.15万 减仓
GE GE AEROSPACE $29.71万0.18%795 00.0% — 不变
PAVE GLOBAL X FDS $29.95万0.18%5,084 00.0% — 不变
MU MICRON TECHNOLOGY INC $30.47万0.18%264 264— $30.47万 新建仓
VOO VANGUARD INDEX FDS $30.70万0.18%447 71.6% $4,808 加仓
PBA PEMBINA PIPELINE CORP $32.38万0.19%7,000 00.0% — 不变
MAR MARRIOTT INTL INC NEW $32.72万0.20%883 00.0% — 不变
TIP ISHARES TR $33.43万0.20%3,055 00.0% — 不变
MCO MOODYS CORP $33.61万0.20%742 00.0% — 不变
— CHAIN BRIDGE BANCORP INC $33.64万0.20%8,000 -240-2.9% -$1.01万 减仓
VB VANGUARD INDEX FDS $33.65万0.20%1,110 00.0% — 不变
O REALTY INCOME CORP $34.79万0.21%5,615 00.0% — 不变
DIS DISNEY WALT CO $36.09万0.22%3,750 00.0% — 不变
DE DEERE & CO $36.60万0.22%577 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $38.59万0.23%3,630 00.0% — 不变
YUM YUM BRANDS INC $39.01万0.23%2,440 00.0% — 不变
DBJP DBX ETF TR $40.18万0.24%3,500 00.0% — 不变
AXP AMERICAN EXPRESS CO $40.83万0.25%1,207 00.0% — 不变
ABT ABBOTT LABORATORIES $41.93万0.25%4,621 -280-5.7% -$2.54万 减仓
VTI VANGUARD INDEX FDS $42.99万0.26%1,162 00.0% — 不变
MCD MCDONALDS CORP $45.01万0.27%1,665 00.0% — 不变
MMM 3M CO $45.87万0.28%2,833 00.0% — 不变
BX BLACKSTONE INC $46.11万0.28%3,919 -90-2.2% -$1.06万 减仓
AMGN AMGEN INC $46.35万0.28%1,280 -20-1.5% -$7,242 减仓
MRK MERCK & CO INC $48.27万0.29%3,756 00.0% — 不变
PG PROCTER & GAMBLE CO $48.57万0.29%3,312 -152-4.4% -$2.23万 减仓
WFC WELLS FARGO & CO $49.81万0.30%6,028 20.0% $165 加仓
IBM INTERNATIONAL BUSINESS MACHS $50.93万0.31%1,811 -90-4.7% -$2.53万 减仓
VZ VERIZON COMMUNICATIONS INC $52.97万0.32%12,510 00.0% — 不变
PLD PROLOGIS INC. $53.14万0.32%3,923 -44-1.1% -$5,961 减仓
ACWX ISHARES TR $53.28万0.32%7,000 00.0% — 不变
EMR EMERSON ELEC CO $54.04万0.33%3,775 00.0% — 不变
GRID FIRST TR EXCHANGE-TRADED FD $55.13万0.33%2,875 00.0% — 不变
CCJ CAMECO CORP $57.14万0.34%5,610 00.0% — 不变
KMI KINDER MORGAN INC DEL $57.64万0.35%18,030 00.0% — 不变
LLY ELI LILLY & CO $57.81万0.35%482 -24-4.7% -$2.88万 减仓
HD HOME DEPOT INC $59.85万0.36%1,697 00.0% — 不变
PEP PEPSICO INC $60.62万0.36%4,477 00.0% — 不变
BP BP PLC $61.60万0.37%16,670 00.0% — 不变
OKE ONEOK INC NEW $63.37万0.38%7,289 00.0% — 不变
UNP UNION PAC CORP $69.58万0.42%2,558 -3-0.1% -$816 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $69.91万0.42%994 00.0% — 不变
AMZN AMAZON COM INC $72.62万0.44%3,047 -30-1.0% -$7,150 减仓
ABBV ABBVIE INC $72.85万0.44%2,895 -18-0.6% -$4,530 减仓
GLD SPDR GOLD TR $76.14万0.46%2,067 00.0% — 不变
VLO VALERO ENERGY CORP $76.31万0.46%2,930 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $77.72万0.47%21,143 00.0% — 不变
MS MORGAN STANLEY $78.95万0.47%3,777 00.0% — 不变
FLTR VANECK ETF TRUST $80.33万0.48%31,368 00.0% — 不变
VTHR VANGUARD SCOTTSDALE FDS $83.03万0.50%2,505 00.0% — 不变
SRE SEMPRA $84.26万0.51%9,089 -65-0.7% -$6,026 减仓
CSCO CISCO SYS INC $84.30万0.51%7,177 -200-2.7% -$2.35万 减仓
VO VANGUARD INDEX FDS $92.57万0.56%11,490 -2,106-15.5% -$16.97万 减仓
BAC BANK AMERICA CORP $92.97万0.56%16,317 00.0% — 不变
IEI ISHARES TR $93.12万0.56%7,928 -156-1.9% -$1.83万 减仓
ESGU ISHARES TR $95.88万0.58%5,858 00.0% — 不变
WDFC WD 40 CO $97.75万0.59%4,012 00.0% — 不变
JNJ JOHNSON & JOHNSON $100.17万0.60%3,944 -35-0.9% -$8,889 减仓
XLRE SELECT SECTOR SPDR TR $100.96万0.61%22,930 -934-3.9% -$4.11万 减仓
GLW CORNING INC $105.36万0.63%4,125 -360-8.0% -$9.20万 减仓
IYH ISHARES TR $105.88万0.64%15,800 00.0% — 不变
INTC INTEL CORP $121.34万0.73%8,690 00.0% — 不变
— EXXON MOBIL CORP $122.00万0.73%8,923 -50-0.6% -$6,836 减仓
IAU ISHARES GOLD TR $141.06万0.85%18,681 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $150.92万0.91%47,595 890.2% $2,822 加仓
QCOM QUALCOMM INC $152.21万0.92%8,237 -200-2.4% -$3.70万 减仓
MLRG ISHARES TR $163.72万0.98%15,795 -1,720-9.8% -$17.83万 减仓
GD GENERAL DYNAMICS CORP $163.98万0.99%4,629 -11-0.2% -$3,897 减仓
WMT WALMART INC $170.77万1.03%15,078 00.0% — 不变
CAT CATERPILLAR INC $172.73万1.04%1,622 00.0% — 不变
MGC VANGUARD WORLD FD $173.92万1.05%6,356 460.7% $1.26万 加仓
DFGR DIMENSIONAL ETF TRUST $176.05万1.06%60,771 3440.6% $9,966 加仓
AVGO BROADCOM INC $178.83万1.08%4,734 -156-3.2% -$5.89万 减仓