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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,105.24万 | 12.67% | 427,200 | -26,390 | -5.8% | -$130.05万 | 减仓 |
| AAPL | APPLE INC | $1,014.42万 | 6.10% | 35,057 | -263 | -0.7% | -$7.61万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $968.00万 | 5.82% | 39,837 | 477 | 1.2% | $11.59万 | 加仓 |
| CVX | CHEVRON CORPORATION | $636.91万 | 3.83% | 38,424 | -147 | -0.4% | -$2.44万 | 减仓 |
| IJH | ISHARES TR | $495.38万 | 2.98% | 64,243 | 1,094 | 1.7% | $8.44万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $460.48万 | 2.77% | 108,782 | -1,269 | -1.2% | -$5.37万 | 减仓 |
| ITOT | ISHARES TR | $407.39万 | 2.45% | 24,800 | 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 |
| IVV | ISHARES TR | $320.15万 | 1.93% | 4,275 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $314.97万 | 1.89% | 21,800 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $308.05万 | 1.85% | 62,170 | 3,315 | 5.6% | $16.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $292.82万 | 1.76% | 7,850 | -93 | -1.2% | -$3.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $280.04万 | 1.68% | 3,750 | -36 | -1.0% | -$2.69万 | 减仓 |
| GOOG | ALPHABET INC | $266.21万 | 1.60% | 7,534 | 20 | 0.3% | $7,067 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $263.76万 | 1.59% | 5,271 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $262.53万 | 1.58% | 3,565 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $232.30万 | 1.40% | 5,448 | -35 | -0.6% | -$1.49万 | 减仓 |
| TSLA | TESLA INC | $213.46万 | 1.28% | 5,075 | 23 | 0.5% | $9,674 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $212.62万 | 1.28% | 27,720 | 2,138 | 8.4% | $16.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $202.28万 | 1.22% | 10,110 | -285 | -2.7% | -$5.70万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $202.25万 | 1.22% | 20,961 | -1,370 | -6.1% | -$13.22万 | 减仓 |
| GOOGL | ALPHABET INC | $202.20万 | 1.22% | 5,658 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $201.53万 | 1.21% | 2,154 | -10 | -0.5% | -$9,356 | 减仓 |
| IJR | ISHARES TR | $183.59万 | 1.10% | 12,379 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $181.11万 | 1.09% | 5,533 | -34 | -0.6% | -$1.11万 | 减仓 |
| AVGO | BROADCOM INC | $178.83万 | 1.08% | 4,734 | -156 | -3.2% | -$5.89万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $176.05万 | 1.06% | 60,771 | 344 | 0.6% | $9,966 | 加仓 |
| MGC | VANGUARD WORLD FD | $173.92万 | 1.05% | 6,356 | 46 | 0.7% | $1.26万 | 加仓 |
| CAT | CATERPILLAR INC | $172.73万 | 1.04% | 1,622 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $170.77万 | 1.03% | 15,078 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $163.98万 | 0.99% | 4,629 | -11 | -0.2% | -$3,897 | 减仓 |
| MLRG | ISHARES TR | $163.72万 | 0.98% | 15,795 | -1,720 | -9.8% | -$17.83万 | 减仓 |
| QCOM | QUALCOMM INC | $152.21万 | 0.92% | 8,237 | -200 | -2.4% | -$3.70万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $150.92万 | 0.91% | 47,595 | 89 | 0.2% | $2,822 | 加仓 |
| IAU | ISHARES GOLD TR | $141.06万 | 0.85% | 18,681 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $122.00万 | 0.73% | 8,923 | -50 | -0.6% | -$6,836 | 减仓 |
| INTC | INTEL CORP | $121.34万 | 0.73% | 8,690 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $105.88万 | 0.64% | 15,800 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $105.36万 | 0.63% | 4,125 | -360 | -8.0% | -$9.20万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $100.96万 | 0.61% | 22,930 | -934 | -3.9% | -$4.11万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $100.17万 | 0.60% | 3,944 | -35 | -0.9% | -$8,889 | 减仓 |
| WDFC | WD 40 CO | $97.75万 | 0.59% | 4,012 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $95.88万 | 0.58% | 5,858 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $93.12万 | 0.56% | 7,928 | -156 | -1.9% | -$1.83万 | 减仓 |
| BAC | BANK AMERICA CORP | $92.97万 | 0.56% | 16,317 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $92.57万 | 0.56% | 11,490 | -2,106 | -15.5% | -$16.97万 | 减仓 |
| CSCO | CISCO SYS INC | $84.30万 | 0.51% | 7,177 | -200 | -2.7% | -$2.35万 | 减仓 |
| SRE | SEMPRA | $84.26万 | 0.51% | 9,089 | -65 | -0.7% | -$6,026 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $83.03万 | 0.50% | 2,505 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $80.33万 | 0.48% | 31,368 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $78.95万 | 0.47% | 3,777 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $77.72万 | 0.47% | 21,143 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $76.31万 | 0.46% | 2,930 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $76.14万 | 0.46% | 2,067 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $72.85万 | 0.44% | 2,895 | -18 | -0.6% | -$4,530 | 减仓 |
| AMZN | AMAZON COM INC | $72.62万 | 0.44% | 3,047 | -30 | -1.0% | -$7,150 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $69.91万 | 0.42% | 994 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $69.58万 | 0.42% | 2,558 | -3 | -0.1% | -$816 | 减仓 |
| OKE | ONEOK INC NEW | $63.37万 | 0.38% | 7,289 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $61.60万 | 0.37% | 16,670 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $60.62万 | 0.36% | 4,477 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $59.85万 | 0.36% | 1,697 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $57.81万 | 0.35% | 482 | -24 | -4.7% | -$2.88万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $57.64万 | 0.35% | 18,030 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $57.14万 | 0.34% | 5,610 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $55.13万 | 0.33% | 2,875 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $54.04万 | 0.33% | 3,775 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $53.28万 | 0.32% | 7,000 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $53.14万 | 0.32% | 3,923 | -44 | -1.1% | -$5,961 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $52.97万 | 0.32% | 12,510 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.93万 | 0.31% | 1,811 | -90 | -4.7% | -$2.53万 | 减仓 |
| WFC | WELLS FARGO & CO | $49.81万 | 0.30% | 6,028 | 2 | 0.0% | $165 | 加仓 |
| PG | PROCTER & GAMBLE CO | $48.57万 | 0.29% | 3,312 | -152 | -4.4% | -$2.23万 | 减仓 |
| MRK | MERCK & CO INC | $48.27万 | 0.29% | 3,756 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $46.35万 | 0.28% | 1,280 | -20 | -1.5% | -$7,242 | 减仓 |
| BX | BLACKSTONE INC | $46.11万 | 0.28% | 3,919 | -90 | -2.2% | -$1.06万 | 减仓 |
| MMM | 3M CO | $45.87万 | 0.28% | 2,833 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $45.01万 | 0.27% | 1,665 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $42.99万 | 0.26% | 1,162 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $41.93万 | 0.25% | 4,621 | -280 | -5.7% | -$2.54万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $40.83万 | 0.25% | 1,207 | 0 | 0.0% | — | 不变 |
| DBJP | DBX ETF TR | $40.18万 | 0.24% | 3,500 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $39.01万 | 0.23% | 2,440 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $38.59万 | 0.23% | 3,630 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $36.60万 | 0.22% | 577 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $36.09万 | 0.22% | 3,750 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $34.79万 | 0.21% | 5,615 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $33.65万 | 0.20% | 1,110 | 0 | 0.0% | — | 不变 |
| — | CHAIN BRIDGE BANCORP INC | $33.64万 | 0.20% | 8,000 | -240 | -2.9% | -$1.01万 | 减仓 |
| MCO | MOODYS CORP | $33.61万 | 0.20% | 742 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $33.43万 | 0.20% | 3,055 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $32.72万 | 0.20% | 883 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $32.38万 | 0.19% | 7,000 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $30.70万 | 0.18% | 447 | 7 | 1.6% | $4,808 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $30.47万 | 0.18% | 264 | 264 | — | $30.47万 | 新建仓 |
| PAVE | GLOBAL X FDS | $29.95万 | 0.18% | 5,084 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $29.71万 | 0.18% | 795 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $29.66万 | 0.18% | 2,591 | -450 | -14.8% | -$5.15万 | 减仓 |
| IEV | ISHARES TR | $29.14万 | 0.18% | 4,000 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $27.95万 | 0.17% | 4,627 | 0 | 0.0% | — | 不变 |