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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,929.57万 | 12.71% | 453,590 | 27,878 | 6.5% | $118.59万 | 加仓 |
| AAPL | APPLE INC | $896.39万 | 5.90% | 35,320 | -826 | -2.3% | -$20.96万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $855.10万 | 5.63% | 39,360 | -1,384 | -3.4% | -$30.07万 | 减仓 |
| CVX | CHEVRON CORP NEW | $798.03万 | 5.26% | 38,571 | -1,017 | -2.6% | -$21.04万 | 减仓 |
| IJH | ISHARES TR | $426.44万 | 2.81% | 63,149 | -1,206 | -1.9% | -$8.14万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $367.24万 | 2.42% | 110,051 | 2,206 | 2.0% | $7.36万 | 加仓 |
| ITOT | ISHARES TR | $353.23万 | 2.33% | 24,800 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $342.98万 | 2.26% | 119,422 | -967 | -0.8% | -$2.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $294.03万 | 1.94% | 7,943 | -3 | -0.0% | -$1,111 | 减仓 |
| IVV | ISHARES TR | $279.25万 | 1.84% | 4,275 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $272.09万 | 1.79% | 58,855 | 383 | 0.7% | $1.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $252.59万 | 1.66% | 5,271 | -210 | -3.8% | -$10.06万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $246.22万 | 1.62% | 3,786 | -200 | -5.0% | -$13.01万 | 减仓 |
| IXN | ISHARES TR | $217.93万 | 1.44% | 21,800 | -800 | -3.5% | -$8.00万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $215.65万 | 1.42% | 2,164 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $215.55万 | 1.42% | 7,514 | -30 | -0.4% | -$8,606 | 减仓 |
| QQQ | INVESCO QQQ TR | $205.76万 | 1.35% | 3,565 | 240 | 7.2% | $13.85万 | 加仓 |
| IWV | ISHARES TR | $203.24万 | 1.34% | 5,483 | -12 | -0.2% | -$4,448 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $197.45万 | 1.30% | 25,582 | -499 | -1.9% | -$3.85万 | 减仓 |
| TSLA | TESLA INC | $187.81万 | 1.24% | 5,052 | 45 | 0.9% | $1.67万 | 加仓 |
| WMT | WALMART INC | $187.39万 | 1.23% | 15,078 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $181.29万 | 1.19% | 10,395 | 5 | 0.0% | $872 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $179.94万 | 1.18% | 22,331 | -768 | -3.3% | -$6.19万 | 减仓 |
| IAU | ISHARES GOLD TR | $164.69万 | 1.08% | 18,681 | 1,625 | 9.5% | $14.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $163.76万 | 1.08% | 5,567 | -30 | -0.5% | -$8,825 | 减仓 |
| GOOGL | ALPHABET INC | $162.70万 | 1.07% | 5,658 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $160.62万 | 1.06% | 60,427 | 2,018 | 3.5% | $5.36万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $159.25万 | 1.05% | 4,640 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $157.39万 | 1.04% | 17,515 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $153.88万 | 1.01% | 12,379 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $152.24万 | 1.00% | 8,973 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $151.35万 | 1.00% | 4,890 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $149.14万 | 0.98% | 6,310 | 266 | 4.4% | $6.29万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $145.75万 | 0.96% | 47,506 | -1,799 | -3.6% | -$5.52万 | 减仓 |
| CAT | CATERPILLAR INC | $114.91万 | 0.76% | 1,622 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $108.65万 | 0.72% | 8,437 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $97.61万 | 0.64% | 3,399 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $97.44万 | 0.64% | 23,864 | 753 | 3.3% | $3.07万 | 加仓 |
| IYH | ISHARES TR | $97.39万 | 0.64% | 15,800 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $97.26万 | 0.64% | 3,979 | -77 | -1.9% | -$1.88万 | 减仓 |
| IEI | ISHARES TR | $95.88万 | 0.63% | 8,084 | 87 | 1.1% | $1.03万 | 加仓 |
| SRE | SEMPRA | $88.95万 | 0.59% | 9,154 | 109 | 1.2% | $1.06万 | 加仓 |
| GLD | SPDR GOLD TR | $88.94万 | 0.59% | 2,067 | -30 | -1.4% | -$1.29万 | 减仓 |
| ESGU | ISHARES TR | $82.84万 | 0.55% | 5,858 | -21 | -0.4% | -$2,970 | 减仓 |
| WDFC | WD 40 CO | $81.82万 | 0.54% | 4,012 | -5 | -0.1% | -$1,020 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $80.01万 | 0.53% | 21,143 | -120 | -0.6% | -$4,541 | 减仓 |
| FLTR | VANECK ETF TRUST | $79.93万 | 0.53% | 31,368 | -318 | -1.0% | -$8,103 | 减仓 |
| BAC | BANK AMERICA CORP | $79.55万 | 0.52% | 16,317 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $78.35万 | 0.52% | 16,670 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $72.39万 | 0.48% | 2,930 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $72.05万 | 0.47% | 2,505 | 42 | 1.7% | $1.21万 | 加仓 |
| PEP | PEPSICO INC | $69.52万 | 0.46% | 4,477 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $65.89万 | 0.43% | 7,289 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $64.08万 | 0.42% | 3,077 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $63.35万 | 0.42% | 2,913 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $62.80万 | 0.41% | 12,510 | 50 | 0.4% | $2,510 | 加仓 |
| MS | MORGAN STANLEY | $62.16万 | 0.41% | 3,777 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $62.13万 | 0.41% | 2,561 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $61.31万 | 0.40% | 994 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $60.98万 | 0.40% | 4,485 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $60.93万 | 0.40% | 5,610 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $60.45万 | 0.40% | 18,030 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $57.24万 | 0.38% | 7,377 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $55.81万 | 0.37% | 1,697 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $52.44万 | 0.35% | 3,967 | -208 | -5.0% | -$2.75万 | 减仓 |
| MCD | MCDONALDS CORP | $51.75万 | 0.34% | 1,665 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $50.32万 | 0.33% | 4,901 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $50.03万 | 0.33% | 3,464 | -270 | -7.2% | -$3.90万 | 减仓 |
| EMR | EMERSON ELEC CO | $49.46万 | 0.33% | 3,775 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $47.98万 | 0.32% | 6,026 | 41 | 0.7% | $3,264 | 加仓 |
| ACWX | ISHARES TR | $47.93万 | 0.32% | 7,000 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE TRADED FD | $47.03万 | 0.31% | 2,875 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $46.54万 | 0.31% | 506 | 10 | 2.0% | $9,198 | 加仓 |
| BX | BLACKSTONE INC | $46.10万 | 0.30% | 4,009 | 860 | 27.3% | $9.89万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.08万 | 0.30% | 1,901 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $45.74万 | 0.30% | 1,300 | -34 | -2.5% | -$1.20万 | 减仓 |
| MRK | MERCK & CO INC | $45.19万 | 0.30% | 3,756 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $42.92万 | 0.28% | 1,899 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $41.14万 | 0.27% | 2,833 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $38.35万 | 0.25% | 8,690 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $37.94万 | 0.25% | 2,440 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $37.27万 | 0.25% | 1,162 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $36.78万 | 0.24% | 3,825 | 70 | 1.9% | $6,731 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $36.51万 | 0.24% | 1,207 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $36.14万 | 0.24% | 3,750 | -43 | -1.1% | -$4,144 | 减仓 |
| DBJP | DBX ETF TR | $35.36万 | 0.23% | 3,500 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $34.35万 | 0.23% | 5,615 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $34.03万 | 0.22% | 3,630 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $33.75万 | 0.22% | 25,000 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $33.72万 | 0.22% | 3,055 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $33.40万 | 0.22% | 2,530 | 200 | 8.6% | $2.64万 | 加仓 |
| DE | DEERE & CO | $32.50万 | 0.21% | 577 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $32.37万 | 0.21% | 742 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $31.33万 | 0.21% | 7,000 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $29.70万 | 0.20% | 3,041 | -570 | -15.8% | -$5.57万 | 减仓 |
| VB | VANGUARD INDEX FDS | $29.07万 | 0.19% | 1,110 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $28.88万 | 0.19% | 883 | 0 | 0.0% | — | 不变 |
| — | CHAIN BRIDGE BANCORP INC | $28.76万 | 0.19% | 8,240 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $27.90万 | 0.18% | 888 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $27.18万 | 0.18% | 4,000 | 0 | 0.0% | — | 不变 |