13F 机构持仓

Silver Coast Investments LLC

SAN DIEGO X1 · SEC CIK 0002012033

2026Q22026Q1 更早 9 个季度 🔒
$3.36亿2026Q2 申报市值
121持仓数
57.3%前十大占比 · 第一大 12.9%
7 / 6新建仓 / 清仓
申报市值走势$3.36亿2026Q2
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

IQLT 12.9%
DGRO 10.1%
VBR 7.7%
BIV 5.8%
SCHD 5.1%
VWO 4.2%
SCHP 3.4%
AGG 2.9%
VCIT 2.9%
VNQ 2.5%

2026Q2 买入最多 按季末市值估算

IAGG 新建仓+$705.70万
FNDE 加仓+$110.34万
BIV 加仓+$87.74万
VT 加仓+$85.21万
SCHP 加仓+$48.84万

2026Q2 卖出最多 按季末市值估算

BNDX 减仓-$649.69万
VWO 减仓-$186.16万
IQLT 减仓-$57.10万
VBR 减仓-$49.01万
LRCX 减仓-$48.97万

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
IQLT ISHARES TR $4,332.71万12.90%874,412 -11,523-1.3% -$57.10万 减仓
DGRO ISHARES TR $3,392.90万10.10%447,671 -1,991-0.4% -$15.09万 减仓
VBR VANGUARD INDEX FDS $2,574.68万7.67%105,958 -2,017-1.9% -$49.01万 减仓
BIV VANGUARD BD INDEX FDS $1,943.33万5.79%253,368 11,4394.7% $87.74万 加仓
SCHD SCHWAB STRATEGIC TR $1,700.81万5.06%536,364 -1,588-0.3% -$5.04万 减仓
VWO VANGUARD INTL EQUITY INDEX F $1,409.92万4.20%236,207 -31,187-11.7% -$186.16万 减仓
SCHP SCHWAB STRATEGIC TR $1,136.42万3.38%428,837 18,4314.5% $48.84万 加仓
AGG ISHARES TR $968.77万2.88%97,875 4,3784.7% $43.33万 加仓
VCIT VANGUARD SCOTTSDALE FDS $962.49万2.87%116,454 4,5464.1% $37.57万 加仓
VNQ VANGUARD INDEX FDS $831.20万2.47%86,197 -2,053-2.3% -$19.80万 减仓
BNDX VANGUARD CHARLOTTE FDS $731.73万2.18%151,090 -134,149-47.0% -$649.69万 减仓
IAGG ISHARES TR $705.70万2.10%139,466 139,466— $705.70万 新建仓
IGV ISHARES TR $694.10万2.07%76,612 -3,270-4.1% -$29.63万 减仓
FNDE SCHWAB STRATEGIC TR $621.00万1.85%156,502 27,80821.6% $110.34万 加仓
VT VANGUARD INTL EQUITY INDEX F $614.02万1.83%39,123 5,42916.1% $85.21万 加仓
PFXF VANECK ETF TRUST $539.78万1.61%302,566 -1,253-0.4% -$2.24万 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $527.22万1.57%46,706 -193-0.4% -$2.18万 减仓
VFH VANGUARD WORLD FD $521.07万1.55%39,595 8242.1% $10.84万 加仓
XLV SELECT SECTOR SPDR TR $441.74万1.32%27,842 1,2384.7% $19.64万 加仓
XLU SELECT SECTOR SPDR TR $416.83万1.24%91,935 5,5496.4% $25.16万 加仓
VEA VANGUARD TAX-MANAGED FDS $415.04万1.24%58,252 -3,114-5.1% -$22.19万 减仓
VDC VANGUARD WORLD FD $408.36万1.22%18,110 6783.9% $15.29万 加仓
VAW VANGUARD WORLD FD $384.10万1.14%16,788 -18-0.1% -$4,118 减仓
IFRA ISHARES TR $377.52万1.12%59,886 -2,778-4.4% -$17.51万 减仓
VDE VANGUARD WORLD FD $368.46万1.10%24,544 1,9958.8% $29.95万 加仓
SIVR ABRDN SILVER ETF TRUST $334.95万1.00%59,579 8,53516.7% $47.98万 加仓
XME SPDR SERIES TRUST $333.79万0.99%31,216 -990-3.1% -$10.59万 减仓
VUG VANGUARD INDEX FDS $303.59万0.90%35,243 7312.1% $6.30万 加仓
VTHR VANGUARD SCOTTSDALE FDS $221.44万0.66%6,681 1702.6% $5.63万 加仓
BND VANGUARD BD INDEX FDS $217.00万0.65%29,561 3,77114.6% $27.68万 加仓
TBIL RBB FD INC $206.66万0.62%41,448 -4,226-9.3% -$21.07万 减仓
LRCX LAM RESEARCH CORP $186.42万0.56%4,302 -1,130-20.8% -$48.97万 减仓
AMAT APPLIED MATLS INC $174.39万0.52%2,412 -289-10.7% -$20.89万 减仓
VTV VANGUARD INDEX FDS $138.21万0.41%6,341 1652.7% $3.60万 加仓
MSFT MICROSOFT CORP $133.82万0.40%3,587 882.5% $3.28万 加仓
CAT CATERPILLAR INC $120.23万0.36%1,129 -136-10.8% -$14.48万 减仓
AVGO BROADCOM INC $114.00万0.34%3,018 -171-5.4% -$6.46万 减仓
VLO VALERO ENERGY CORP $113.64万0.34%4,363 -45-1.0% -$1.17万 减仓
AAPL APPLE INC $110.10万0.33%3,805 1564.3% $4.51万 加仓
INTC INTEL CORP $108.70万0.32%7,785 -3,186-29.0% -$44.49万 减仓
GOOGL ALPHABET INC $104.89万0.31%2,935 -78-2.6% -$2.79万 减仓
AFL AFLAC INC $103.02万0.31%8,786 00.0% — 不变
VTEB VANGUARD MUN BD FDS $97.09万0.29%19,195 1,4868.4% $7.52万 加仓
CMI CUMMINS INC $95.07万0.28%1,333 -384-22.4% -$27.39万 减仓
ASML ASML HLDG NV $92.91万0.28%467 00.0% — 不变
VXUS VANGUARD STAR FDS $92.03万0.27%10,765 1951.8% $1.67万 加仓
GILD GILEAD SCIENCES INC $91.77万0.27%7,264 00.0% — 不变
FSLR FIRST SOLAR INC $87.82万0.26%3,722 00.0% — 不变
TSLA TESLA INC $86.85万0.26%2,065 00.0% — 不变
VIOO VANGUARD ADMIRAL FDS INC $84.71万0.25%6,160 3926.8% $5.39万 加仓
VOO VANGUARD INDEX FDS $82.89万0.25%1,207 534.6% $3.64万 加仓
JPM JPMORGAN CHASE & CO $76.43万0.23%2,335 190.8% $6,219 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.22%1 00.0% — 不变
HSY HERSHEY CO $73.18万0.22%4,171 68019.5% $11.93万 加仓
LIN LINDE PLC $72.13万0.21%1,390 19616.4% $10.17万 加仓
ALL ALLSTATE CORP $70.72万0.21%2,972 1,42992.6% $34.00万 加仓
LMT LOCKHEED MARTIN CORP $70.61万0.21%1,386 483.6% $2.45万 加仓
AMD ADVANCED MICRO DEVICES INC $70.06万0.21%1,206 -318-20.9% -$18.47万 减仓
HPE HEWLETT PACKARD ENTERPRISE C $69.99万0.21%15,516 -2,100-11.9% -$9.47万 减仓
VPU VANGUARD WORLD FD $69.44万0.21%3,548 90234.1% $17.65万 加仓
DE DEERE & CO $62.93万0.19%992 -2-0.2% -$1,269 减仓
SFM SPROUTS FMRS MKT INC $62.45万0.19%7,384 00.0% — 不变
CVX CHEVRON CORPORATION $61.03万0.18%3,682 -409-10.0% -$6.78万 减仓
ABBV ABBVIE INC $55.61万0.17%2,210 1617.9% $4.05万 加仓
NTR NUTRIEN LTD $52.44万0.16%8,330 1,62624.3% $10.24万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $47.54万0.14%950 15018.8% $7.51万 加仓
APD AIR PRODUCTS AND CHEMICALS I $47.03万0.14%1,604 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $46.64万0.14%2,951 963.4% $1.52万 加仓
CRM SALESFORCE INC $46.62万0.14%2,976 38214.7% $5.98万 加仓
VOT VANGUARD INDEX FDS $45.89万0.14%1,499 251.7% $7,653 加仓
CSCO CISCO SYS INC $44.93万0.13%3,825 -857-18.3% -$10.07万 减仓
DFUS DIMENSIONAL ETF TRUST $44.92万0.13%5,482 130.2% $1,065 加仓
GD GENERAL DYNAMICS CORP $41.34万0.12%1,167 32939.3% $11.65万 加仓
MO ALTRIA GROUP INC $40.69万0.12%5,655 00.0% — 不变
MS MORGAN STANLEY $40.26万0.12%1,926 -188-8.9% -$3.93万 减仓
IBM INTERNATIONAL BUSINESS MACHS $39.43万0.12%1,402 45047.3% $12.65万 加仓
LOW LOWES COS INC $39.20万0.12%1,778 -369-17.2% -$8.14万 减仓
ADM ARCHER DANIELS MIDLAND CO $38.90万0.12%5,091 -1,136-18.2% -$8.68万 减仓
MMM 3M CO $38.66万0.12%2,388 -266-10.0% -$4.31万 减仓
DFAX DIMENSIONAL ETF TRUST $37.72万0.11%10,240 1061.0% $3,905 加仓
VB VANGUARD INDEX FDS $37.61万0.11%1,241 332.7% $1.00万 加仓
TGT TARGET CORP $37.17万0.11%2,846 -406-12.5% -$5.30万 减仓
TMUS T-MOBILE US INC $36.80万0.11%2,194 00.0% — 不变
NVDA NVIDIA CORPORATION $36.32万0.11%1,815 -296-14.0% -$5.92万 减仓
SNA SNAP ON INC $35.61万0.11%885 -9-1.0% -$3,622 减仓
IRMD IRADIMED CORP $35.45万0.11%3,710 00.0% — 不变
VOE VANGUARD INDEX FDS $34.16万0.10%1,729 261.5% $5,137 加仓
C CITIGROUP INC $33.83万0.10%2,417 2,417— $33.83万 新建仓
COST COSTCO WHOLESALE CORPORATION $33.21万0.10%355 5618.7% $5.24万 加仓
AMGN AMGEN INC $32.88万0.10%908 414.7% $1.48万 加仓
WM WASTE MGMT INC DEL $31.47万0.09%1,412 130.9% $2,897 加仓
AMKR AMKOR TECHNOLOGY INC $30.97万0.09%3,592 3,592— $30.97万 新建仓
PSX PHILLIPS 66 $30.34万0.09%1,795 00.0% — 不变
NOW SERVICENOW INC $30.20万0.09%3,042 3,042— $30.20万 新建仓
FIX COMFORT SYS USA INC $29.73万0.09%150 -98-39.5% -$19.42万 减仓
DFUV DIMENSIONAL ETF TRUST $29.61万0.09%5,383 180.3% $990 加仓
GPC GENUINE PARTS CO $29.33万0.09%2,486 2219.8% $2.61万 加仓
META META PLATFORMS INC $29.12万0.09%517 -77-13.0% -$4.34万 减仓
RSG REPUBLIC SVCS INC $28.45万0.08%1,335 00.0% — 不变
KMB KIMBERLY-CLARK CORP $27.40万0.08%2,496 -285-10.2% -$3.13万 减仓