Silverlake Wealth Management LLC 13F 持仓 · 2026年Q2
Silverlake Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 391 只证券，申报市值合计 5.28 亿美元。前几大持仓：MSFT（3.38%）、AAPL（3.26%）、VOO（3.07%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $17.9M | 3.38% | 47,908 | 减持 |
| 2 | AAPL | APPLE INC | $17.2M | 3.26% | 59,491 | 减持 |
| 3 | VOO | VANGUARD INDEX FDS | $16.2M | 3.07% | 23,595 | 减持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $10.5M | 1.98% | 146,976 | 减持 |
| 5 | SGOV | ISHARES TR | $10.3M | 1.95% | 102,152 | 增持 |
| 6 | VYM | VANGUARD WHITEHALL FDS | $10.1M | 1.92% | 64,209 | 增持 |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $8.0M | 1.51% | 157,208 | 增持 |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | $6.9M | 1.31% | 24,630 | 减持 |
| 9 | JNJ | JOHNSON & JOHNSON | $6.6M | 1.25% | 25,888 | 增持 |
| 10 | SCHG | SCHWAB STRATEGIC TR | $6.4M | 1.20% | 187,661 | 减持 |
| 11 | IJR | ISHARES TR | $6.1M | 1.15% | 40,827 | 减持 |
| 12 | CAT | CATERPILLAR INC | $5.8M | 1.09% | 5,429 | 减持 |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $5.7M | 1.08% | 125,143 | 增持 |
| 14 | PG | PROCTER & GAMBLE CO | $5.5M | 1.05% | 37,709 | 减持 |
| 15 | BDYN | BLACKROCK ETF TRUST | $5.1M | 0.97% | 184,677 | 减持 |
| 16 | MGK | VANGUARD WORLD FD | $5.0M | 0.95% | 56,857 | 增持 |
| 17 | SPTS | SPDR SERIES TRUST | $4.5M | 0.85% | 154,101 | 增持 |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.4M | 0.84% | 78,706 | 增持 |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $4.4M | 0.84% | 105,030 | 减持 |
| 20 | QQQ | INVESCO QQQ TR | $4.4M | 0.82% | 5,910 | 减持 |
| 21 | FELG | FIDELITY COVINGTON TRUST | $4.2M | 0.79% | 94,950 | 减持 |
| 22 | MGV | VANGUARD WORLD FD | $4.2M | 0.79% | 25,507 | 增持 |
| 23 | VIOV | VANGUARD ADMIRAL FDS INC | $4.1M | 0.78% | 34,908 | 减持 |
| 24 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.1M | 0.77% | 82,729 | 增持 |
| 25 | BBUS | J P MORGAN EXCHANGE TRADED F | $4.0M | 0.76% | 29,756 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR