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%。

浏览其他1 亿至 10 亿美元机构浏览其他以“S”开头的机构

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
1IQLTIshares Msci International QETF-其他13.07%-0.49%+2.34%
2DGROIshares Core Dividend GrowthETF-其他10.07%-0.30%+3.80%
3VBRVanguard Small-cap Value ETFETF-其他7.49%-0.15%+3.15%
4BIVVanguard Intermediate-term BETF-其他5.96%-0.26%+4.43%
5SCHDSchwab US Dvd Equity ETFETF-其他5.27%-0.15%-6.16%
6VWOVanguard Ftse Emerging MarkeETF-新兴市场4.61%-1.82%-22.89%
7BNDXVanguard Total Intl Bond ETFETF-其他4.37%-0.16%+4.81%
8SCHPSchwab U.s. Tips ETFETF-其他3.49%-0.12%+3.73%
9AGGIshares Core U.s. AggregateETF-其他2.96%-0.14%+3.77%
10VCITVanguard Int-term CorporateETF-投资级公司债2.96%-0.13%+4.40%
11VNQVanguard Real Estate ETFETF-其他2.50%+0.03%+8.96%
12IGVIshares Expanded Tech-softwaETF-科技型2.04%-0.09%+36.88%
13PFXFVaneck Pref Sec X-financialsETF-其他1.70%—+3.51%
14FNDESchwab Fndmntl Em Mrk Eq ETFETF-其他1.57%+1.57%NEW
15XMHQInvesco S&p Midcap Qual ETFETF-其他1.55%-0.02%+5.14%
16VFHVanguard Financials ETFETF-其他1.49%—+11.15%
17VTVanguard Tot World Stk ETFETF-其他1.49%+1.33%+905.79%
18XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他1.27%+0.03%+2.52%
19VEAVanguard Ftse Developed ETFETF-其他1.25%—-4.17%
20VDCVanguard Consumer Staple ETFETF-其他1.25%+0.02%+3.00%
21VDEVanguard Energy ETFETF-其他1.25%+0.09%-15.83%
22XLVSs Health Care Select SectorETF-其他1.24%—+8.06%
23VAWVanguard Materials ETFETF-其他1.21%+0.03%+1.50%
24SIVRAbrdn Physical Silver SharesETF-避险与商品1.17%—-3.98%
25IFRAIshares US InfrastructureETF-其他1.14%-0.02%-2.05%
26XMESs Spdr S&p Metals MiningETF-其他1.11%—-1.89%
27VUGVanguard Growth ETFETF-其他0.80%—+17.77%
28TBILF/m US Treasury 3 Month BillETF-政府公债0.73%+0.03%+12.73%
29BNDVanguard Total Bond MarketETF-其他0.61%+0.61%NEW
30VTHRVanguard Russell 3000ETF-其他0.60%—+8.79%
31MSFTMicrosoft CORP股票-科技0.41%-0.16%+2.34%
32VTVVanguard Value ETFETF-其他0.39%+0.20%+114.00%
33LRCXLam Research CORP股票-科技0.37%—-22.34%
34VLOValero Energy CORP股票-能源0.35%+0.07%-10.79%
35GILDGilead Sciences INC股票-医疗保健0.32%——
36AVGOBroadcom INC股票-科技0.31%—+2.51%
37AFLAflac INC股票-金融0.31%——
38AAPLApple INC股票-科技0.30%—-1.78%
39CMICummins INC股票-工业0.29%—-3.38%
40AMATApplied Materials INC股票-科技0.29%+0.02%-10.50%
41CATCaterpillar INC股票-工业0.29%—-3.95%
42VTEBVanguard Tax-exempt Bond ETFETF-其他0.28%—+17.56%
43GOOGLAlphabet Inc-cl A股票-通信服务0.28%—-0.23%
44CVXChevron CORP股票-能源0.27%+0.04%-8.38%
45VXUSVanguard Total Intl StockETF-其他0.26%+0.26%NEW
46LMTLockheed Martin CORP股票-工业0.26%—-2.90%
47TSLATesla INC股票-周期性消费0.24%-0.08%—
48FSLRFirst Solar INC股票-科技0.23%-0.11%—
49HSYHershey Co/the股票-非周期性消费0.23%—-1.86%
50BRK-ABerkshire Hathaway Inc-cl A股票-其他0.23%——
1–50 of 119

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).

Silver Coast Investments LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1VTVanguard Tot World Stk ETF+1.3%+905.79%加仓
2VTVVanguard Value ETF+0.2%+114.00%加仓
3VDEVanguard Energy ETF+0.1%-15.83%减仓
4VLOValero Energy CORP+0.1%-10.79%减仓
5CVXChevron CORP0%-8.38%减仓
6NTRNutrien LTD0%+17.86%加仓
7VNQVanguard Real Estate ETF0%+8.96%加仓
8XLUSt Sr Utl Sl Se Spdr Etf-usd0%+2.52%加仓
9VAWVanguard Materials ETF0%+1.50%加仓
10TBILF/m US Treasury 3 Month Bill0%+12.73%加仓
11VDCVanguard Consumer Staple ETF0%+3.00%加仓
12AMATApplied Materials INC0%-10.50%减仓
13XMHQInvesco S&p Midcap Qual ETF0%+5.14%加仓
14IFRAIshares US Infrastructure0%-2.05%减仓
15VOOVanguard S&p 500 ETF-0.1%-13.69%减仓
16TSLATesla INC-0.1%—不变
17IGVIshares Expanded Tech-softwa-0.1%+36.88%加仓
18GBILGoldman Sachs Access Treasur-0.1%-36.19%减仓
19FSLRFirst Solar INC-0.1%—不变
20SCHPSchwab U.s. Tips ETF-0.1%+3.73%加仓
21VCITVanguard Int-term Corporate-0.1%+4.40%加仓
22AGGIshares Core U.s. Aggregate-0.1%+3.77%加仓
23VBRVanguard Small-cap Value ETF-0.2%+3.15%加仓
24SCHDSchwab US Dvd Equity ETF-0.2%-6.16%减仓
25BNDXVanguard Total Intl Bond ETF-0.2%+4.81%加仓
26MSFTMicrosoft CORP-0.2%+2.34%加仓
27BIVVanguard Intermediate-term B-0.3%+4.43%加仓
28DGROIshares Core Dividend Growth-0.3%+3.80%加仓
29IQLTIshares Msci International Q-0.5%+2.34%加仓
30VWOVanguard Ftse Emerging Marke-1.8%-22.89%减仓
31FNDESchwab Fndmntl Em Mrk Eq ETF—NEW新建仓
32BNDVanguard Total Bond Market—NEW新建仓
33VXUSVanguard Total Intl Stock—NEW新建仓
34VIOOVanguard S&p Small-cap 600 E—NEW新建仓
35VYMVanguard High Dvd Yield ETF—NEW新建仓
36DFUSDimensional US Eq Mkt ETF—NEW新建仓
37VOTVanguard Mid-cap Growth ETF—NEW新建仓
38DFAXDimensional World Ex US Core—NEW新建仓
39VOEVanguard Mid-cap Value ETF—NEW新建仓
40GDGeneral Dynamics CORP—NEW新建仓
41DFUVDimensional US Marketwide Va—NEW新建仓
42FDXFedex CORP—NEW新建仓
43DFASDimensional US Small Cap ETF—NEW新建仓
44IMKTAIngles Markets Inc-class A—NEW新建仓
45UNHUnitedhealth Group INC—EXIT清仓
46YELPYelp INC—EXIT清仓
47GSGoldman Sachs Group INC—EXIT清仓
48ABTAbbott Laboratories—NEW新建仓
49ATKRAtkore INC—NEW新建仓
50PATHUipath INC - Class A—NEW新建仓

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%

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