Silvia McColl Wealth Management, LLC 13F 持仓 · 2026年Q3
Silvia McColl Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 118 只证券，申报市值合计 1.67 亿美元。前几大持仓：CGDV（12.78%）、AAPL（6.98%）、VBR（5.63%）。本季前 25 大持仓中：增持 10 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $21.3M | 12.78% | 435,524 | 增持 |
| 2 | AAPL | APPLE INC | $11.6M | 6.98% | 34,908 | 减持 |
| 3 | VBR | VANGUARD INDEX FDS | $9.4M | 5.63% | 40,565 | 增持 |
| 4 | CVX | CHEVRON CORPORATION | $7.8M | 4.71% | 38,371 | 减持 |
| 5 | IJH | ISHARES TR | $4.7M | 2.83% | 65,438 | 增持 |
| 6 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $4.4M | 2.66% | 111,565 | 增持 |
| 7 | ITOT | ISHARES TR | $4.1M | 2.48% | 24,800 | 持平 |
| 8 | MSFT | MICROSOFT CORP | $4.0M | 2.41% | 7,830 | 减持 |
| 9 | ANGL | VANECK ETF TRUST | $3.5M | 2.12% | 126,843 | 增持 |
| 10 | IVV | ISHARES TR | $3.3M | 1.97% | 4,275 | 持平 |
| 11 | IXN | ISHARES TR | $3.2M | 1.94% | 21,800 | 持平 |
| 12 | IQLT | ISHARES TR | $3.1M | 1.89% | 63,600 | 增持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $2.8M | 1.71% | 3,725 | 减持 |
| 14 | QQQ | INVESCO QQQ TR | $2.6M | 1.59% | 3,577 | 增持 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.6M | 1.58% | 5,271 | 持平 |
| 16 | GOOG | ALPHABET INC | $2.6M | 1.54% | 7,504 | 减持 |
| 17 | IWV | ISHARES TR | $2.4M | 1.41% | 5,448 | 持平 |
| 18 | NVDA | NVIDIA CORPORATION | $2.2M | 1.34% | 9,785 | 减持 |
| 19 | BIV | VANGUARD BD INDEX FDS | $2.0M | 1.22% | 27,790 | 增持 |
| 20 | AVEM | AMERICAN CENTY ETF TR | $2.0M | 1.20% | 21,336 | 增持 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $2.0M | 1.17% | 2,146 | 减持 |
| 22 | GOOGL | ALPHABET INC | $1.9M | 1.17% | 5,658 | 持平 |
| 23 | MGC | VANGUARD WORLD FD | $1.8M | 1.10% | 6,475 | 增持 |
| 24 | JPM | JPMORGAN CHASE & CO | $1.8M | 1.09% | 5,478 | 减持 |
| 25 | TSLA | TESLA INC | $1.8M | 1.07% | 5,017 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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