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SILVIA MCCOLL WEALTH MANAGEMENT, LLC · 13F 持仓分析
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SILVIA MCCOLL WEALTH MANAGEMENT, LLC

No.7784 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.66亿
环比变动 Q1 2026
+$1,436.2万+9.5%
持仓股票数
122
新买入
5
加仓
15
减仓
37
清仓
2
持股不变
65
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
C资本集团股息价值CCBG
12.67%12.71%$2,105.2万42.7万股$1,929.6万45.4万股-2.6万股-5.82%减仓
苹果AAPL
6.1%5.9%$1,014.4万3.5万股$896.4万3.5万股-263股-0.74%减仓
V先锋领航·SMALLVBR
5.82%5.63%$968.0万4.0万股$855.1万3.9万股+477股+1.21%加仓
雪佛龙CVX
3.83%5.26%$636.9万3.8万股$798.0万3.9万股-147股-0.38%减仓
IiShares安硕·COREIJH
2.98%2.81%$495.4万6.4万股$426.4万6.3万股+1,094股+1.73%加仓
C资本集团成长ETFCGGR
2.77%2.42%$460.5万10.9万股$367.2万11.0万股-1,269股-1.15%减仓
IiShares安硕信托ITOT
2.45%2.33%$407.4万2.5万股$353.2万2.5万股00.00%持仓不变
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
2.17%2.26%$360.8万12.3万股$343.0万11.9万股+3,978股+3.33%加仓
IiShares安硕信托IVV
1.93%1.84%$320.2万4,275股$279.2万4,275股00.00%持仓不变
IiShares安硕信托IXN
1.89%1.44%$315.0万2.2万股$217.9万2.2万股00.00%持仓不变
IiShares安硕信托IQLT
1.85%1.79%$308.1万6.2万股$272.1万5.9万股+3,315股+5.63%加仓
微软MSFT
1.76%1.94%$292.8万7,850股$294.0万7,943股-93股-1.17%减仓
SSPDR标普500 ETFSPY
1.68%1.62%$280.0万3,750股$246.2万3,786股-36股-0.95%减仓
AAlphabet Inc Class CGOOG
1.6%1.42%$266.2万7,534股$215.6万7,514股+20股+0.27%加仓
伯克希尔哈撒韦BRK.B
1.59%1.66%$263.8万5,271股$252.6万5,271股00.00%持仓不变
I景顺QQQ信托VOO
1.58%1.35%$262.5万3,565股$205.8万3,565股00.00%持仓不变
IiShares安硕信托IWV
1.4%1.34%$232.3万5,448股$203.2万5,483股-35股-0.64%减仓
特斯拉TSLA
1.28%1.24%$213.5万5,075股$187.8万5,052股+23股+0.46%加仓
V先锋领航债券指数基金BIV
1.28%1.3%$212.6万2.8万股$197.4万2.6万股+2,138股+8.36%加仓
英伟达NVDA
1.22%1.19%$202.3万1.0万股$181.3万1.0万股-285股-2.74%减仓
A美国世纪ETF信托AVEM
1.22%1.18%$202.3万2.1万股$179.9万2.2万股-1,370股-6.13%减仓
谷歌AGOOGL
1.22%1.07%$202.2万5,658股$162.7万5,658股00.00%持仓不变
好市多COST
1.21%1.42%$201.5万2,154股$215.6万2,164股-10股-0.46%减仓
IiShares安硕·COREIJR
1.1%1.01%$183.6万1.2万股$153.9万1.2万股00.00%持仓不变
摩根大通JPM
1.09%1.08%$181.1万5,533股$163.8万5,567股-34股-0.61%减仓
博通AVGO
1.08%1%$178.8万4,734股$151.4万4,890股-156股-3.19%减仓
DDimensional维度ETF信托DFGR
1.06%1.06%$176.1万6.1万股$160.6万6.0万股+344股+0.57%加仓
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
1.05%0.98%$173.9万6,356股$149.1万6,310股+46股+0.73%加仓
卡特彼勒CAT
1.04%0.76%$172.7万1,622股$114.9万1,622股00.00%持仓不变
沃尔玛WMT
1.03%1.23%$170.8万1.5万股$187.4万1.5万股00.00%持仓不变
通用动力GD
0.99%1.05%$164.0万4,629股$159.3万4,640股-11股-0.24%减仓
IISHARES MORNINGSTAR US EQUITY ETFILCB
0.98%1.04%$163.7万1.6万股$157.4万1.8万股-1,720股-9.82%减仓
Q高通QCOM
0.92%0.72%$152.2万8,237股$108.7万8,437股-200股-2.37%减仓
S嘉信策略信托SCHD
0.91%0.96%$150.9万4.8万股$145.7万4.8万股+89股+0.19%加仓
IiShares黄金信托IAU
0.85%1.08%$141.1万1.9万股$164.7万1.9万股00.00%持仓不变
埃克森美孚XOM
0.73%1%$122.0万8,923股$152.2万8,973股-50股-0.56%减仓
英特尔INTC
0.73%0.25%$121.3万8,690股$38.3万8,690股00.00%持仓不变
IiShares安硕·U.S. HEALTHCARE ETFIYH
0.64%0.64%$105.9万1.6万股$97.4万1.6万股00.00%持仓不变
康宁GLW
0.63%0.4%$105.4万4,125股$61.0万4,485股-360股-8.03%减仓
SSPDR行业精选信托XLRE
0.61%0.64%$101.0万2.3万股$97.4万2.4万股-934股-3.91%减仓
强生JNJ
0.6%0.64%$100.2万3,944股$97.3万3,979股-35股-0.88%减仓
WWD 40WDFC
0.59%0.54%$97.7万4,012股$81.8万4,012股00.00%持仓不变
IiShares安硕信托ITOT
0.58%0.55%$95.9万5,858股$82.8万5,858股00.00%持仓不变
IiShares安硕信托IEI
0.56%0.63%$93.1万7,928股$95.9万8,084股-156股-1.93%减仓
BBANK OF AMERBAC
0.56%0.52%$93.0万1.6万股$79.5万1.6万股00.00%持仓不变
V先锋领航·MIDVO
0.56%0.64%$92.6万1.1万股$97.6万3,399股+8,091股+238.04%加仓
思科CSCO
0.51%0.38%$84.3万7,177股$57.2万7,377股-200股-2.71%减仓
SEMPRA COMSRE
0.51%0.59%$84.3万9,089股$89.0万9,154股-65股-0.71%减仓
V先锋领航·RUSSELL 3000 ETFVTHR
0.5%0.47%$83.0万2,505股$72.0万2,505股00.00%持仓不变
VVANECK IG FLOATING RATE ETFEMLC
0.48%0.53%$80.3万3.1万股$79.9万3.1万股00.00%持仓不变

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