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
NFLX NETFLIX INC. $27.31万0.16%3,825 00.0% — 不变
KXI ISHARES TR $27.01万0.16%4,000 00.0% — 不变
UEC URANIUM ENERGY CORP $26.65万0.16%25,000 00.0% — 不变
COP CONOCOPHILLIPS $26.30万0.16%2,530 00.0% — 不变
COR CENCORA INC $25.13万0.15%888 00.0% — 不变
CWEN CLEARWAY ENERGY INC $24.93万0.15%7,295 94014.8% $3.21万 加仓
ZION ZIONS BANCORPORATION NATL AS $24.38万0.15%3,524 00.0% — 不变
ALL ALLSTATE CORP $24.15万0.15%1,015 00.0% — 不变
CVS CVS HEALTH CORP $23.79万0.14%2,300 2,300— $23.79万 新建仓
PM PHILIP MORRIS INTL INC $23.70万0.14%1,310 00.0% — 不变
FCX FREEPORT MCMORAN INC $23.67万0.14%3,764 -58-1.5% -$3,648 减仓
GEV GE VERNOVA INC $23.03万0.14%196 196— $23.03万 新建仓
CSX CSX CORP $22.81万0.14%4,800 4,800— $22.81万 新建仓
HIG HARTFORD INSURANCE GROUP INC $21.20万0.13%1,600 00.0% — 不变
XLU SELECT SECTOR SPDR TR $21.20万0.13%4,676 00.0% — 不变
WMB WILLIAMS COS INC $21.14万0.13%2,844 00.0% — 不变
EIX EDISON INTL $20.93万0.13%2,811 00.0% — 不变
— PUTNAM ETF TRUST $20.87万0.13%28,125 2801.0% $2,078 加仓
TM TOYOTA MOTOR CORP $20.80万0.13%1,235 00.0% — 不变
RTX RTX CORPORATION $20.51万0.12%1,081 -100-8.5% -$1.90万 减仓
— HONEYWELL INTL INC $20.37万0.12%910 -989-52.1% -$22.14万 重新持有
VONG VANGUARD SCOTTSDALE FDS $20.13万0.12%1,575 1,575— $20.13万 新建仓
— 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