13F 机构持仓

Silver Coast Investments LLC

SAN DIEGO X1 · SEC CIK 0002012033

2026Q22026Q1 更早 9 个季度 🔒
$3.13亿2026Q1 申报市值
119持仓数
60.2%前十大占比 · 第一大 13.1%
10 / 2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 13.1%
DGRO 10.1%
VBR 7.5%
BIV 6.0%
SCHD 5.3%
VWO 4.6%
BNDX 4.4%
SCHP 3.5%
AGG 3.0%
VCIT 3.0%

2026Q1 买入最多 按季末市值估算

FNDE 新建仓+$492.38万
VT 加仓+$419.73万
IGV 加仓+$172.28万
BND 重新持有+$138.30万
DGRO 加仓+$115.40万

2026Q1 卖出最多 按季末市值估算

VWO 减仓-$429.12万
SCHD 减仓-$108.32万
VDE 减仓-$73.40万
LRCX 减仓-$33.40万
GBIL 减仓-$26.74万

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
UNH UNITEDHEALTH GROUP INC $00.00%0 -654-100.0% -$21.59万 清仓
YELP YELP INC $00.00%0 -7,003-100.0% -$21.28万 清仓
GS GOLDMAN SACHS GROUP INC $00.00%0 —— — 申报中断
PATH UIPATH INC $14.79万0.05%13,322 13,322— $14.79万 新建仓
HRB BLOCK H & R INC $20.40万0.07%6,428 00.0% — 不变
— ATKORE INC $20.68万0.07%3,511 -540-13.3% -$3.18万 重新持有
ABT ABBOTT LABORATORIES $20.88万0.07%2,034 2,034— $20.88万 新建仓
UPS UNITED PARCEL SVCS INC $20.96万0.07%2,131 00.0% — 不变
BDX BECTON DICKINSON & CO $21.29万0.07%1,354 1018.1% $1.59万 加仓
PLTR PALANTIR TECHNOLOGIES INC $22.04万0.07%1,507 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $23.08万0.07%952 10.1% $242 加仓
IMKTA INGLES MKTS INC $23.13万0.07%2,573 2,573— $23.13万 新建仓
— DIMENSIONAL ETF TRUST $23.25万0.07%3,269 3,269— $23.25万 新建仓
FDX FEDEX CORP $23.54万0.08%661 661— $23.54万 新建仓
GPC GENUINE PARTS CO $23.95万0.08%2,265 381.7% $4,019 加仓
DIS DISNEY WALT CO $23.97万0.08%2,487 903.8% $8,674 加仓
JNJ JOHNSON & JOHNSON $25.10万0.08%1,027 -88-7.9% -$2.15万 减仓
QCOM QUALCOMM INC $25.19万0.08%1,956 1719.6% $2.20万 加仓
PRIM PRIMORIS SVCS CORP $25.75万0.08%1,800 -312-14.8% -$4.46万 减仓
DFUV DIMENSIONAL ETF TRUST $26.00万0.08%5,365 5,365— $26.00万 新建仓
LULU LULULEMON ATHLETICA INC $26.16万0.08%1,709 17811.6% $2.73万 加仓
ORCL ORACLE CORP $26.30万0.08%1,788 44433.0% $6.53万 加仓
KO COCA COLA CO $26.47万0.08%3,481 -41-1.2% -$3,118 减仓
GOOG ALPHABET INC $26.51万0.08%924 00.0% — 不变
NEE NEXTERA ENERGY INC $26.64万0.09%2,868 -34-1.2% -$3,158 减仓
KMB KIMBERLY-CLARK CORP $26.83万0.09%2,781 43418.5% $4.19万 加仓
ALB ALBEMARLE CORP $28.02万0.09%1,561 -753-32.5% -$13.52万 减仓
GD GENERAL DYNAMICS CORP $28.76万0.09%838 12016.7% $4.12万 重新持有
RSG REPUBLIC SVCS INC $29.24万0.09%1,335 221.7% $4,818 加仓
COST COSTCO WHOLESALE CORPORATION $29.79万0.10%299 00.0% — 不变
AMGN AMGEN INC $30.51万0.10%867 -27-3.0% -$9,500 减仓
AMD ADVANCED MICRO DEVICES INC $31.00万0.10%1,524 00.0% — 不变
VOE VANGUARD INDEX FDS $31.36万0.10%1,703 794.9% $1.45万 重新持有
VB VANGUARD INDEX FDS $31.63万0.10%1,208 908.1% $2.36万 加仓
ALL ALLSTATE CORP $31.99万0.10%1,543 00.0% — 不变
WM WASTE MGMT INC DEL $32.15万0.10%1,399 00.0% — 不变
SNA SNAP ON INC $32.47万0.10%894 -7-0.8% -$2,543 减仓
PSX PHILLIPS 66 $32.70万0.10%1,795 -199-10.0% -$3.63万 减仓
META META PLATFORMS INC $33.98万0.11%594 00.0% — 不变
FIX COMFORT SYS USA INC $34.20万0.11%248 00.0% — 不变
DFAX DIMENSIONAL ETF TRUST $34.42万0.11%10,134 10,134— $34.42万 新建仓
NFG NATIONAL FUEL GAS CO $34.54万0.11%3,676 -104-2.8% -$9,772 减仓
MS MORGAN STANLEY $34.79万0.11%2,114 -139-6.2% -$2.29万 减仓
IRMD IRADIMED CORP $35.71万0.11%3,710 -581-13.5% -$5.59万 减仓
CSCO CISCO SYS INC $36.33万0.12%4,682 -1,508-24.4% -$11.70万 减仓
NVDA NVIDIA CORPORATION $36.82万0.12%2,111 00.0% — 不变
MO ALTRIA GROUP INC $37.32万0.12%5,655 71314.4% $4.71万 加仓
VOT VANGUARD INDEX FDS $37.96万0.12%1,474 -7-0.5% -$1,803 重新持有
BRK/B BERKSHIRE HATHAWAY INC DEL $38.34万0.12%800 00.0% — 不变
MMM 3M CO $38.54万0.12%2,654 10.0% $145 加仓
DFUS DIMENSIONAL ETF TRUST $38.78万0.12%5,469 5,469— $38.78万 新建仓
TGT TARGET CORP $39.41万0.13%3,252 -1-0.0% -$121 减仓
HPE HEWLETT PACKARD ENTERPRISE C $41.94万0.13%17,616 -1,241-6.6% -$2.95万 减仓
VYM VANGUARD WHITEHALL FDS $42.29万0.13%2,855 2,855— $42.29万 新建仓
MRK MERCK & CO INC $42.87万0.14%3,564 -206-5.5% -$2.48万 减仓
ABBV ABBVIE INC $44.56万0.14%2,049 1658.8% $3.59万 加仓
ADM ARCHER DANIELS MIDLAND CO $45.26万0.14%6,227 731.2% $5,306 加仓
TMUS T-MOBILE US INC $46.08万0.15%2,194 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $46.59万0.15%1,604 21615.6% $6.27万 加仓
GBIL GOLDMAN SACHS ETF TR $47.15万0.15%4,706 -2,669-36.2% -$26.74万 减仓
INTC INTEL CORP $48.42万0.15%10,971 -962-8.1% -$4.25万 减仓
CRM SALESFORCE INC $48.42万0.15%2,594 30713.4% $5.73万 加仓
NTR NUTRIEN LTD $50.59万0.16%6,704 1,01617.9% $7.67万 加仓
LOW LOWES COS INC $50.73万0.16%2,147 00.0% — 不变
VPU VANGUARD WORLD FD $52.43万0.17%2,646 100.4% $1,982 加仓
DE DEERE & CO $55.99万0.18%994 -24-2.4% -$1.35万 减仓
SFM SPROUTS FMRS MKT INC $56.95万0.18%7,384 00.0% — 不变
LIN LINDE PLC $59.19万0.19%1,194 15014.4% $7.44万 加仓
ASML ASML HLDG NV $61.68万0.20%467 184.0% $2.38万 加仓
VIOO VANGUARD ADMIRAL FDS INC $66.24万0.21%5,768 3,059112.9% $35.13万 重新持有
JPM JPMORGAN CHASE & CO $68.13万0.22%2,316 180.8% $5,295 加仓
VOO VANGUARD INDEX FDS $68.94万0.22%1,154 -183-13.7% -$10.93万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.23%1 00.0% — 不变
HSY HERSHEY CO $72.57万0.23%3,491 -66-1.9% -$1.37万 减仓
FSLR FIRST SOLAR INC $73.42万0.23%3,722 00.0% — 不变
TSLA TESLA INC $76.77万0.24%2,065 00.0% — 不变
LMT LOCKHEED MARTIN CORP $80.87万0.26%1,338 -40-2.9% -$2.42万 减仓
VXUS VANGUARD STAR FDS $81.50万0.26%10,570 2,47930.6% $19.12万 重新持有
CVX CHEVRON CORPORATION $84.64万0.27%4,091 -374-8.4% -$7.74万 减仓
GOOGL ALPHABET INC $86.64万0.28%3,013 -7-0.2% -$2,013 减仓
VTEB VANGUARD MUN BD FDS $88.35万0.28%17,709 2,64517.6% $13.20万 加仓
CAT CATERPILLAR INC $89.62万0.29%1,265 -52-3.9% -$3.68万 减仓
AMAT APPLIED MATLS INC $92.32万0.29%2,701 -317-10.5% -$10.83万 减仓
CMI CUMMINS INC $92.38万0.29%1,717 -60-3.4% -$3.23万 减仓
AAPL APPLE INC $92.61万0.30%3,649 -66-1.8% -$1.68万 减仓
AFL AFLAC INC $96.39万0.31%8,786 00.0% — 不变
AVGO BROADCOM INC $98.70万0.31%3,189 782.5% $2.41万 加仓
GILD GILEAD SCIENCES INC $101.24万0.32%7,264 00.0% — 不变
VLO VALERO ENERGY CORP $108.92万0.35%4,408 -533-10.8% -$13.17万 减仓
LRCX LAM RESEARCH CORP $116.06万0.37%5,432 -1,563-22.3% -$33.40万 减仓
VTV VANGUARD INDEX FDS $121.21万0.39%6,176 3,290114.0% $64.57万 加仓
MSFT MICROSOFT CORP $129.54万0.41%3,499 802.3% $2.96万 加仓
VTHR VANGUARD SCOTTSDALE FDS $187.29万0.60%6,511 5268.8% $15.13万 加仓
BND VANGUARD BD INDEX FDS $189.92万0.61%25,790 18,781268.0% $138.30万 重新持有
TBIL RBB FD INC $227.73万0.73%45,674 5,15912.7% $25.72万 加仓
VUG VANGUARD INDEX FDS $251.23万0.80%5,752 86817.8% $37.91万 加仓
XME SPDR SERIES TRUST $347.86万1.11%32,206 -620-1.9% -$6.70万 减仓
IFRA ISHARES TR $358.44万1.14%62,664 -1,314-2.1% -$7.52万 减仓
SIVR ABRDN SILVER ETF TRUST $365.53万1.17%51,044 -2,115-4.0% -$15.15万 减仓
VAW VANGUARD WORLD FD $378.74万1.21%16,806 2491.5% $5.61万 加仓