SC
Silver Coast Investments LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$3.1亿
申报季度: 2026-03-31 · 持股只数: 119
Silver Coast Investments LLC在最新一期 13F 报告中披露了 119 项持股，申报期为 2026-03-31，总持股市值约为 US$3.1亿，季度换手率为 12.7%。
机构性格雪花图
- 集中度
- 20.08
- 持仓稳定性
- 12.66
- 动能／逆势
- 100
- 行业集中度
- 69.06
- 多样化
- 100
- 仓位均衡度
- 77.6
近期动向
减仓 VWO
-22.9% -US$419.1万
加仓 VT
+905.8% US$418.8万
减仓 IQLT
+2.3% US$161.2万
减仓 DGRO
+3.8% US$148.3万
减仓 BIV
+4.4% US$63.1万
加仓 VTV
+114.0% US$66.1万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IQLT | Ishares Msci International Q | ETF-其他 | 13.07% | -0.49% | +2.34% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 10.07% | -0.30% | +3.80% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 7.49% | -0.15% | +3.15% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.96% | -0.26% | +4.43% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.27% | -0.15% | -6.16% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.61% | -1.82% | -22.89% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.37% | -0.16% | +4.81% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.49% | -0.12% | +3.73% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.96% | -0.14% | +3.77% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.96% | -0.13% | +4.40% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.50% | +0.03% | +8.96% | |
| 12 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 2.04% | -0.09% | +36.88% | |
| 13 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 1.70% | — | +3.51% | |
| 14 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.57% | +1.57% | NEW | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.55% | -0.02% | +5.14% | |
| 16 | VFH | Vanguard Financials ETF | ETF-其他 | 1.49% | — | +11.15% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.49% | +1.33% | +905.79% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.27% | +0.03% | +2.52% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.25% | — | -4.17% | |
| 20 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.25% | +0.02% | +3.00% | |
| 21 | VDE | Vanguard Energy ETF | ETF-其他 | 1.25% | +0.09% | -15.83% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.24% | — | +8.06% | |
| 23 | VAW | Vanguard Materials ETF | ETF-其他 | 1.21% | +0.03% | +1.50% | |
| 24 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 1.17% | — | -3.98% | |
| 25 | IFRA | Ishares US Infrastructure | ETF-其他 | 1.14% | -0.02% | -2.05% | |
| 26 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 1.11% | — | -1.89% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | — | +17.77% | |
| 28 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公债 | 0.73% | +0.03% | +12.73% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.61% | +0.61% | NEW | |
| 30 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.60% | — | +8.79% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | -0.16% | +2.34% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.39% | +0.20% | +114.00% | |
| 33 | LRCX | Lam Research CORP | 股票-科技 | 0.37% | — | -22.34% | |
| 34 | VLO | Valero Energy CORP | 股票-能源 | 0.35% | +0.07% | -10.79% | |
| 35 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.32% | — | — | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.31% | — | +2.51% | |
| 37 | AFL | Aflac INC | 股票-金融 | 0.31% | — | — | |
| 38 | AAPL | Apple INC | 股票-科技 | 0.30% | — | -1.78% | |
| 39 | CMI | Cummins INC | 股票-工业 | 0.29% | — | -3.38% | |
| 40 | AMAT | Applied Materials INC | 股票-科技 | 0.29% | +0.02% | -10.50% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.29% | — | -3.95% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.28% | — | +17.56% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.28% | — | -0.23% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.27% | +0.04% | -8.38% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.26% | +0.26% | NEW | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.26% | — | -2.90% | |
| 47 | TSLA | Tesla INC | 股票-周期性消费 | 0.24% | -0.08% | — | |
| 48 | FSLR | First Solar INC | 股票-科技 | 0.23% | -0.11% | — | |
| 49 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.23% | — | -1.86% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.23% | — | — |
1–50 of 119
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 119 | US$3.1亿 | 13 | |
| 2025-12-31 | 129 | US$2.9亿 | 12 | |
| 2025-09-30 | 114 | US$2.9亿 | 36 | |
| 2025-06-30 | 106 | US$2.8亿 | 0 | |
| 2025-03-31 | 101 | US$2.6亿 | 0 | |
| 2024-12-31 | 101 | US$2.6亿 | 0 | |
| 2024-09-30 | 99 | US$2.7亿 | 0 | |
| 2024-06-30 | 91 | US$2.4亿 | 0 | |
| 2024-03-31 | 93 | US$2.4亿 | 0 | |
| 2023-12-31 | 74 | US$2.2亿 | 0 |
本季持股变动
Silver Coast Investments LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Schwab Fndmntl Em Mrk Eq ETF (FNDE); 新建仓: Vanguard Total Bond Market (BND); 新建仓: Vanguard Total Intl Stock (VXUS); 新建仓: Vanguard S&p Small-cap 600 E (VIOO); 新建仓: Vanguard High Dvd Yield ETF (VYM).
FAQ
Silver Coast Investments LLC 是什么机构？属于哪种投资人类型？
Silver Coast Investments LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.1亿，分布在 119 个已申报仓位之中。
Silver Coast Investments LLC 目前前几大持股有哪些？
根据最新 13F 申报，Silver Coast Investments LLC 按市值排列的前几大持股为：
1. Ishares Msci International Q (IQLT) — US$4095.7万 (13.1%)
2. Ishares Core Dividend Growth (DGRO) — US$3155.7万 (10.1%)
3. Vanguard Small-cap Value ETF (VBR) — US$2345.8万 (7.5%)
4. Vanguard Intermediate-term B (BIV) — US$1867.2万 (6.0%)
5. Schwab US Dvd Equity ETF (SCHD) — US$1650.4万 (5.3%)
Silver Coast Investments LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Silver Coast Investments LLC 共进行了 48 项显著调整：新建仓 17 个仓位、加仓 19 个既有持股、减仓 9 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Schwab Fndmntl Em Mrk Eq ETF (FNDE); 新建仓: Vanguard Total Bond Market (BND); 新建仓: Vanguard Total Intl Stock (VXUS); 新建仓: Vanguard S&p Small-cap 600 E (VIOO); 新建仓: Vanguard High Dvd Yield ETF (VYM)
Silver Coast Investments LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Silver Coast Investments LLC 的主要板块分布如下：
• Information Technology: 41.6%
• Industrials: 12.5%
• Health Care: 12.3%
• Communication Services: 10.1%
• Consumer Discretionary: 8.9%
• Financials: 6.5%