Signature Wealth Management Group
ATLANTA GA · SEC CIK 0001736666
$2.63亿2026Q1 申报市值
128持仓数
26.7%前十大占比 · 第一大 4.5%
28 / 7新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
KMB 加仓+$441.92万
IBTL 新建仓+$370.24万
NVDA 加仓+$260.87万
TSM 新建仓+$230.25万
MSFT 加仓+$167.91万
2026Q1 卖出最多 按季末市值估算
DIVO 减仓-$428.89万
DE 减仓-$173.67万
VRTX 减仓-$169.55万
WSM 减仓-$167.35万
BLK 减仓-$151.60万
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 |
|---|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | $310.56万 | 1.18% | 33,713 | 708 | 2.1% | $6.52万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $316.91万 | 1.20% | 32,213 | 183 | 0.6% | $1.80万 | 加仓 |
| HD | HOME DEPOT INC | $333.36万 | 1.27% | 10,136 | -3,822 | -27.4% | -$125.70万 | 减仓 |
| IBTL | ISHARES TR | $370.24万 | 1.41% | 181,499 | 181,499 | — | $370.24万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $375.44万 | 1.43% | 19,339 | 148 | 0.8% | $2.87万 | 加仓 |
| GLPI | GAMING & LEISURE PPTYS INC | $388.05万 | 1.47% | 87,459 | -238 | -0.3% | -$1.06万 | 减仓 |
| TGT | TARGET CORP | $401.72万 | 1.53% | 33,145 | 443 | 1.4% | $5.37万 | 加仓 |
| TFC | TRUIST FINL CORP | $413.87万 | 1.57% | 90,031 | -569 | -0.6% | -$2.62万 | 减仓 |
| IBDX | ISHARES TR | $429.55万 | 1.63% | 169,983 | 4,264 | 2.6% | $10.78万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $431.47万 | 1.64% | 34,065 | -86 | -0.3% | -$1.09万 | 减仓 |
| PEP | PEPSICO INC | $440.37万 | 1.67% | 28,358 | 349 | 1.2% | $5.42万 | 加仓 |
| IBDW | ISHARES TR | $440.62万 | 1.67% | 210,521 | -590 | -0.3% | -$1.23万 | 减仓 |
| AMZN | AMAZON COM INC | $441.01万 | 1.67% | 21,175 | 3,811 | 21.9% | $79.37万 | 加仓 |
| PFE | PFIZER INC | $447.40万 | 1.70% | 159,332 | -308 | -0.2% | -$8,649 | 减仓 |
| GOOG | ALPHABET INC | $449.69万 | 1.71% | 15,676 | 4,423 | 39.3% | $126.88万 | 加仓 |
| O | REALTY INCOME CORP | $491.45万 | 1.87% | 80,328 | 411 | 0.5% | $2.51万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $508.06万 | 1.93% | 83,769 | 244 | 0.3% | $1.48万 | 加仓 |
| HSY | HERSHEY CO | $518.13万 | 1.97% | 24,923 | 50 | 0.2% | $1.04万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $525.60万 | 2.00% | 36,389 | 6,556 | 22.0% | $94.69万 | 加仓 |
| ABBV | ABBVIE INC | $525.90万 | 2.00% | 24,181 | 147 | 0.6% | $3.20万 | 加仓 |
| CSCO | CISCO SYS INC | $537.68万 | 2.04% | 69,297 | -612 | -0.9% | -$4.75万 | 减仓 |
| IBDV | ISHARES TR | $543.04万 | 2.06% | 248,077 | -298 | -0.1% | -$6,523 | 减仓 |
| IBDT | ISHARES TR | $556.34万 | 2.11% | 219,637 | -422 | -0.2% | -$1.07万 | 减仓 |
| IBDR | ISHARES TR | $562.72万 | 2.14% | 232,146 | -2,609 | -1.1% | -$6.32万 | 减仓 |
| IBDU | ISHARES TR | $571.71万 | 2.17% | 245,791 | -286 | -0.1% | -$6,652 | 减仓 |
| NVDA | NVIDIA CORPORATION | $578.46万 | 2.20% | 33,168 | 14,958 | 82.1% | $260.87万 | 加仓 |
| CVX | CHEVRON CORP NEW | $578.84万 | 2.20% | 27,977 | -185 | -0.7% | -$3.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $605.68万 | 2.30% | 16,362 | 4,536 | 38.4% | $167.91万 | 加仓 |
| WMB | WILLIAMS COS INC | $609.70万 | 2.31% | 83,773 | -725 | -0.9% | -$5.28万 | 减仓 |
| IBDS | ISHARES TR | $630.07万 | 2.39% | 259,932 | -392 | -0.2% | -$9,502 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $676.35万 | 2.57% | 27,669 | -348 | -1.2% | -$8.51万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $706.50万 | 2.68% | 141,911 | -1,945 | -1.4% | -$9.68万 | 减仓 |
| VLO | VALERO ENERGY CORP | $710.05万 | 2.70% | 28,738 | -451 | -1.5% | -$11.14万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $766.80万 | 2.91% | 79,486 | 45,809 | 136.0% | $441.92万 | 加仓 |
| SO | SOUTHERN CO | $1,173.99万 | 4.46% | 121,632 | 490 | 0.4% | $4.73万 | 加仓 |