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 |
|---|---|---|---|---|---|---|---|---|
| KXI | ISHARES TR | $26.80万 | 0.18% | 4,000 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $26.29万 | 0.17% | 440 | 440 | — | $26.29万 | 新建仓 |
| PAVE | GLOBAL X FDS | $25.83万 | 0.17% | 5,084 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $25.45万 | 0.17% | 1,235 | -40 | -3.1% | -$8,244 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $24.97万 | 0.16% | 6,355 | -180 | -2.8% | -$7,072 | 减仓 |
| USB | US BANCORP DEL | $24.07万 | 0.16% | 4,627 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $23.59万 | 0.16% | 8,139 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $22.78万 | 0.15% | 1,181 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $22.56万 | 0.15% | 795 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $22.47万 | 0.15% | 3,822 | 3,822 | — | $22.47万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $21.66万 | 0.14% | 1,310 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $21.64万 | 0.14% | 1,600 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $21.46万 | 0.14% | 4,676 | 2,338 | 100.0% | $10.73万 | 重新持有 |
| — | FRANKLIN TEMPLETON DIGITAL H | $21.08万 | 0.14% | 5,380 | 376 | 7.5% | $1.47万 | 加仓 |
| ALL | ALLSTATE CORP | $21.05万 | 0.14% | 1,015 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $20.70万 | 0.14% | 2,844 | 2,844 | — | $20.70万 | 新建仓 |
| EIX | EDISON INTL | $20.57万 | 0.14% | 2,811 | 2,811 | — | $20.57万 | 新建仓 |
| ZION | ZIONS BANCORPORATION N A | $20.31万 | 0.13% | 3,524 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $20.27万 | 0.13% | 27,845 | 27,845 | — | $20.27万 | 新建仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,600 | -100.0% | -$21.79万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -322 | -100.0% | -$21.26万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -418 | -100.0% | -$20.50万 | 清仓 |