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
Silicon Valley Capital Partners (CIK 1673633) reported $1.23B across 457 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($160.2M, 12.98%), QQQ ($93.7M, 7.59%), VGT ($88.8M, 7.20%), NVDA ($72.5M, 5.87%), GOOGL ($67.0M, 5.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET SPDR S&P 500 ETF | $160.2M | 12.98% | 214,476 | Added |
| 2 | QQQ | INVESCO QQQ TRUST SERIES I | $93.7M | 7.59% | 127,239 | Trimmed |
| 3 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $88.8M | 7.20% | 743,368 | Added |
| 4 | NVDA | NVIDIA CORPORATION COM | $72.5M | 5.87% | 362,345 | Trimmed |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $67.0M | 5.43% | 187,377 | Trimmed |
| 6 | AAPL | APPLE INC COM | $59.5M | 4.82% | 205,559 | Added |
| 7 | MSFT | MICROSOFT CORP COM | $57.4M | 4.65% | 153,778 | Added |
| 8 | AMD | ADVANCED MICRO DEVICES INC COM | $48.2M | 3.91% | 83,054 | Trimmed |
| 9 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $47.3M | 3.83% | 576,059 | Added |
| 10 | META | META PLATFORMS INC CL A | $42.1M | 3.41% | 74,799 | Added |
| 11 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $42.0M | 3.40% | 357,310 | Added |
| 12 | AVGO | BROADCOM INC COM | $39.4M | 3.19% | 104,365 | Trimmed |
| 13 | AMZN | AMAZON COM INC COM | $39.3M | 3.18% | 164,885 | Trimmed |
| 14 | IVW | ISHARES S&P 500 GROWTH ETF | $36.5M | 2.96% | 265,605 | Trimmed |
| 15 | VUG | VANGUARD MORNINGSTAR GROWTH ETF | $20.8M | 1.68% | 241,290 | Added |
| 16 | GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $19.6M | 1.59% | 138,245 | Added |
| 17 | ORCL | ORACLE CORP COM | $18.8M | 1.52% | 128,179 | Trimmed |
| 18 | LLY | ELI LILLY & CO COM | $16.2M | 1.31% | 13,489 | Added |
| 19 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $15.8M | 1.28% | 143,321 | Added |
| 20 | SNOW | SNOWFLAKE INC COM SHS | $15.8M | 1.28% | 62,087 | Added |
| 21 | SCHW | CHARLES SCHWAB CORP (THE) COM | $14.5M | 1.17% | 156,949 | Added |
| 22 | AXP | AMERICAN EXPRESS CO COM | $14.0M | 1.14% | 41,480 | Added |
| 23 | ANET | ARISTA NETWORKS INC COM SHS | $13.9M | 1.12% | 81,556 | Added |
| 24 | BAC | BANK OF AMER CORP COM | $13.5M | 1.09% | 236,127 | Added |
| 25 | GEV | GE VERNOVA INC COM | $13.0M | 1.05% | 11,057 | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30