SIGNATUREFD, LLC
ATLANTA GA · SEC CIK 0001456048
$65.25亿2026Q1 申报市值
3,449持仓数
56.2%前十大占比 · 第一大 11.8%
179 / 144新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VB 加仓+$2.32亿
VXUS 加仓+$1.50亿
VCRB 加仓+$3,183.58万
JPST 加仓+$2,870.75万
VIG 加仓+$1,206.14万
2026Q1 卖出最多 按季末市值估算
JQUA 减仓-$3.03亿
VV 减仓-$6,125.26万
HOOD 减仓-$728.28万
IVV 减仓-$604.88万
AZN 清仓-$604.67万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $7.67亿 | 11.76% | 1,798,999 | 16,109 | 0.9% | $686.89万 | 加仓 |
| IUSV | ISHARES TR | $4.75亿 | 7.27% | 4,642,282 | 68,523 | 1.5% | $700.65万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.74亿 | 7.26% | 2,203,257 | 56,084 | 2.6% | $1,206.14万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $4.21亿 | 6.46% | 5,446,461 | 411,422 | 8.2% | $3,183.58万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4.01亿 | 6.15% | 5,202,759 | 1,940,139 | 59.5% | $1.50亿 | 加仓 |
| IEFA | ISHARES TR | $3.29亿 | 5.05% | 3,637,297 | 106,426 | 3.0% | $963.47万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.42亿 | 3.71% | 4,473,008 | 136,865 | 3.2% | $739.76万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2.37亿 | 3.63% | 904,125 | 886,923 | 5,155.9% | $2.32亿 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1.75亿 | 2.68% | 3,466,155 | 131,963 | 4.0% | $664.70万 | 加仓 |
| AAPL | APPLE INC | $1.49亿 | 2.28% | 585,900 | 8,622 | 1.5% | $218.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.37亿 | 2.10% | 784,460 | 12,654 | 1.6% | $220.69万 | 加仓 |
| MUB | ISHARES TR | $1.20亿 | 1.83% | 1,126,750 | -36,782 | -3.2% | -$390.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,236.54万 | 1.26% | 222,507 | 1,763 | 0.8% | $65.26万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,168.25万 | 1.10% | 1,118,640 | -4,033 | -0.4% | -$25.84万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $7,128.31万 | 1.09% | 163,198 | 7,717 | 5.0% | $337.07万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $6,962.95万 | 1.07% | 1,375,805 | 567,230 | 70.2% | $2,870.75万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,888.84万 | 1.06% | 351,113 | -3,877 | -1.1% | -$76.07万 | 减仓 |
| GOOGL | ALPHABET INC | $6,787.03万 | 1.04% | 236,021 | 5,605 | 2.4% | $161.18万 | 加仓 |
| AMZN | AMAZON COM INC | $6,095.26万 | 0.93% | 292,661 | 4,035 | 1.4% | $84.04万 | 加仓 |
| VV | VANGUARD INDEX FDS | $5,111.83万 | 0.78% | 171,050 | -204,961 | -54.5% | -$6,125.26万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $5,053.02万 | 0.77% | 77,698 | 320 | 0.4% | $20.81万 | 加仓 |
| OEF | ISHARES TR | $4,929.60万 | 0.76% | 154,985 | -6,042 | -3.8% | -$192.18万 | 减仓 |
| TSLA | TESLA INC | $4,346.87万 | 0.67% | 116,930 | 460 | 0.4% | $17.10万 | 加仓 |
| IEMG | ISHARES INC | $4,212.71万 | 0.65% | 603,973 | -5,704 | -0.9% | -$39.79万 | 减仓 |
| META | META PLATFORMS INC | $3,598.38万 | 0.55% | 62,894 | 1,174 | 1.9% | $67.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,505.41万 | 0.54% | 73,151 | 1,113 | 1.5% | $53.34万 | 加仓 |
| AVGO | BROADCOM INC | $3,184.88万 | 0.49% | 102,901 | 3,309 | 3.3% | $102.42万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $3,132.74万 | 0.48% | 510,884 | -4,943,098 | -90.6% | -$3.03亿 | 减仓 |
| KO | COCA COLA CO | $2,644.74万 | 0.41% | 347,763 | -42,007 | -10.8% | -$319.46万 | 减仓 |
| IVV | ISHARES TR | $2,556.88万 | 0.39% | 39,143 | -9,260 | -19.1% | -$604.88万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $2,481.63万 | 0.38% | 1,310,783 | -1,587 | -0.1% | -$3.00万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $2,467.31万 | 0.38% | 83,876 | 1,716 | 2.1% | $50.48万 | 加仓 |
| LLY | ELI LILLY & CO | $2,363.76万 | 0.36% | 25,699 | 102 | 0.4% | $9.38万 | 加仓 |
| GOOG | ALPHABET INC | $2,149.76万 | 0.33% | 74,941 | 1,632 | 2.2% | $46.82万 | 加仓 |
| WMT | WALMART INC | $2,014.54万 | 0.31% | 162,097 | 5,407 | 3.5% | $67.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1,939.50万 | 0.30% | 57,390 | -2,968 | -4.9% | -$100.30万 | 减仓 |
| ICSH | ISHARES TR | $1,906.56万 | 0.29% | 376,642 | -44,201 | -10.5% | -$223.75万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,877.48万 | 0.29% | 58,523 | 2,047 | 3.6% | $65.67万 | 加仓 |
| — | EXXON MOBIL CORP | $1,758.80万 | 0.27% | 103,666 | 5,095 | 5.2% | $86.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,721.67万 | 0.26% | 70,433 | 6,575 | 10.3% | $160.72万 | 加仓 |
| HD | HOME DEPOT INC | $1,576.02万 | 0.24% | 47,919 | -871 | -1.8% | -$28.65万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $1,347.85万 | 0.21% | 13,527 | 989 | 7.9% | $98.55万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,328.35万 | 0.20% | 207,847 | -60,545 | -22.6% | -$386.94万 | 减仓 |
| NFLX | NETFLIX INC | $1,295.84万 | 0.20% | 134,773 | 2,587 | 2.0% | $24.87万 | 加仓 |
| V | VISA INC | $1,285.15万 | 0.20% | 42,521 | 1,533 | 3.7% | $46.33万 | 加仓 |
| ABBV | ABBVIE INC | $1,230.05万 | 0.19% | 56,557 | 1,604 | 2.9% | $34.89万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,155.52万 | 0.18% | 23,126 | 428 | 1.9% | $21.39万 | 加仓 |
| VLUE | ISHARES TR | $1,148.48万 | 0.18% | 80,771 | -260 | -0.3% | -$3.70万 | 减仓 |
| ASML | ASML HOLDING N V | $1,098.86万 | 0.17% | 8,319 | 224 | 2.8% | $29.59万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,053.89万 | 0.16% | 72,046 | 2,045 | 2.9% | $29.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,039.06万 | 0.16% | 267,387 | 209,186 | 359.4% | $812.90万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $1,014.72万 | 0.16% | 70,252 | 14,302 | 25.6% | $206.58万 | 加仓 |
| CAT | CATERPILLAR INC | $958.49万 | 0.15% | 13,529 | 549 | 4.2% | $38.89万 | 加仓 |
| BAC | BANK AMERICA CORP | $953.72万 | 0.15% | 195,635 | -1,738 | -0.9% | -$8.47万 | 减仓 |
| EFX | EQUIFAX INC | $907.92万 | 0.14% | 50,420 | 2,259 | 4.7% | $40.68万 | 加仓 |
| GE | GE AEROSPACE | $904.17万 | 0.14% | 31,863 | 9,841 | 44.7% | $279.26万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $899.73万 | 0.14% | 26,632 | 2,743 | 11.5% | $92.67万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $899.10万 | 0.14% | 122,094 | -2,221 | -1.8% | -$16.36万 | 减仓 |
| CSCO | CISCO SYS INC | $881.58万 | 0.14% | 113,620 | 2,809 | 2.5% | $21.80万 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $836.12万 | 0.13% | 125,770 | -2,445 | -1.9% | -$16.25万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $799.44万 | 0.12% | 16,893 | 588 | 3.6% | $27.83万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $755.70万 | 0.12% | 282,800 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $752.54万 | 0.12% | 51,155 | 1,843 | 3.7% | $27.11万 | 加仓 |
| IWD | ISHARES TR | $751.85万 | 0.12% | 35,187 | -102 | -0.3% | -$2.18万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $751.54万 | 0.12% | 194,350 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $749.92万 | 0.11% | 38,876 | 2,243 | 6.1% | $43.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $738.36万 | 0.11% | 36,296 | 961 | 2.7% | $19.55万 | 加仓 |
| NVS | NOVARTIS AG | $733.82万 | 0.11% | 48,040 | 1,411 | 3.0% | $21.55万 | 加仓 |
| SPGI | S&P GLOBAL INC | $720.94万 | 0.11% | 16,950 | 10 | 0.1% | $4,253 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $715.43万 | 0.11% | 29,516 | -770 | -2.5% | -$18.66万 | 减仓 |
| MRK | MERCK & CO INC | $690.45万 | 0.11% | 57,399 | 5,990 | 11.7% | $72.05万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $683.46万 | 0.10% | 31,988 | 1,298 | 4.2% | $27.73万 | 加仓 |
| AMAT | APPLIED MATLS INC | $646.54万 | 0.10% | 18,916 | 1,076 | 6.0% | $36.78万 | 加仓 |
| ROL | ROLLINS INC | $632.70万 | 0.10% | 118,462 | -31,739 | -21.1% | -$169.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $630.20万 | 0.10% | 10,546 | -307 | -2.8% | -$18.35万 | 减仓 |
| CVX | CHEVRON CORP NEW | $626.84万 | 0.10% | 30,297 | 345 | 1.2% | $7.14万 | 加仓 |
| SO | SOUTHERN CO | $600.83万 | 0.09% | 62,249 | 3,749 | 6.4% | $36.19万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $600.73万 | 0.09% | 34,404 | 31,312 | 1,012.7% | $546.74万 | 加仓 |
| MCD | MCDONALDS CORP | $600.12万 | 0.09% | 19,309 | 760 | 4.1% | $23.62万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $593.12万 | 0.09% | 97,795 | 1,948 | 2.0% | $11.81万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $592.35万 | 0.09% | 74,407 | 6,488 | 9.6% | $51.65万 | 加仓 |
| GEV | GE VERNOVA INC | $592.05万 | 0.09% | 6,783 | 421 | 6.6% | $36.75万 | 加仓 |
| SHOP | SHOPIFY INC | $582.81万 | 0.09% | 49,132 | -4,968 | -9.2% | -$58.93万 | 减仓 |
| BPOP | POPULAR INC | $568.57万 | 0.09% | 42,377 | 7 | 0.0% | $939 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $562.53万 | 0.09% | 6,649 | 319 | 5.0% | $26.99万 | 加仓 |
| ARHS | ARHAUS INC | $557.83万 | 0.09% | 822,765 | 610,664 | 287.9% | $414.03万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $557.69万 | 0.09% | 60,044 | 3,641 | 6.5% | $33.82万 | 加仓 |
| PEP | PEPSICO INC | $555.19万 | 0.09% | 35,752 | 5,403 | 17.8% | $83.90万 | 加仓 |
| DIS | DISNEY WALT CO | $553.81万 | 0.08% | 57,461 | -1,744 | -2.9% | -$16.81万 | 减仓 |
| SHEL | SHELL PLC | $548.39万 | 0.08% | 58,967 | 1,400 | 2.4% | $13.02万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $534.69万 | 0.08% | 19,760 | -1,830 | -8.5% | -$49.52万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $532.73万 | 0.08% | 32,221 | 2,945 | 10.1% | $48.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $521.72万 | 0.08% | 9,039 | 112 | 1.3% | $6.46万 | 加仓 |
| APH | AMPHENOL CORP NEW | $519.00万 | 0.08% | 41,076 | -942 | -2.2% | -$11.90万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $505.73万 | 0.08% | 16,719 | 334 | 2.0% | $10.10万 | 加仓 |
| ACWX | ISHARES TR | $502.61万 | 0.08% | 73,406 | 1,429 | 2.0% | $9.78万 | 加仓 |
| AMGN | AMGEN INC | $500.76万 | 0.08% | 14,232 | 527 | 3.8% | $18.54万 | 加仓 |
| RY | ROYAL BK CDA | $498.09万 | 0.08% | 30,788 | 598 | 2.0% | $9.67万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | $494.19万 | 0.08% | 291,215 | 3,615 | 1.3% | $6.13万 | 加仓 |
| LIN | LINDE PLC | $493.10万 | 0.08% | 9,946 | 945 | 10.5% | $46.85万 | 加仓 |