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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -9,041 | -100.0% | -$113.76万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -1,420 | -100.0% | -$82.47万 | 清仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $0 | 0.00% | 0 | -10,673 | -100.0% | -$30.99万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,010 | -100.0% | -$25.98万 | 清仓 |
| — | INVESCO QQQ TR | $0 | 0.00% | 0 | -375 | -100.0% | -$23.04万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -601 | -100.0% | -$20.79万 | 清仓 |
| IAUX | I-80 GOLD CORP | $0 | 0.00% | 0 | -30,300 | -100.0% | -$4.42万 | 清仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $20.09万 | 0.08% | 4,272 | 4,272 | — | $20.09万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.39万 | 0.08% | 5,307 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $20.58万 | 0.08% | 1,102 | -6,020 | -84.5% | -$112.40万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $20.91万 | 0.08% | 5,857 | 5,857 | — | $20.91万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.64万 | 0.08% | 375 | 0 | 0.0% | — | 重新持有 |
| GOOGL | ALPHABET INC | $23.12万 | 0.09% | 804 | -23 | -2.8% | -$6,614 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.53万 | 0.09% | 527 | -3,797 | -87.8% | -$169.55万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $23.74万 | 0.09% | 365 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $24.46万 | 0.09% | 4,452 | 4,452 | — | $24.46万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $24.52万 | 0.09% | 1,680 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY COVINGTON TRUST | $25.11万 | 0.10% | 5,616 | 5,616 | — | $25.11万 | 新建仓 |
| FLV | AMERICAN CENTY ETF TR | $26.42万 | 0.10% | 3,445 | 26 | 0.8% | $1,994 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $27.18万 | 0.10% | 2,892 | -59 | -2.0% | -$5,545 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $27.22万 | 0.10% | 2,448 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $28.95万 | 0.11% | 5,792 | 5,792 | — | $28.95万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $30.45万 | 0.12% | 1,073 | -3,959 | -78.7% | -$112.37万 | 减仓 |
| INTU | INTUIT | $31.60万 | 0.12% | 731 | -2,533 | -77.6% | -$109.51万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $31.85万 | 0.12% | 3,952 | 3,952 | — | $31.85万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $34.47万 | 0.13% | 4,846 | -7 | -0.1% | -$498 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $35.23万 | 0.13% | 7,592 | 7,592 | — | $35.23万 | 新建仓 |
| IBTJ | ISHARES TR | $36.37万 | 0.14% | 16,651 | 0 | 0.0% | — | 不变 |
| IBMS | ISHARES TR | $36.58万 | 0.14% | 14,160 | 460 | 3.4% | $1.19万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $36.91万 | 0.14% | 4,874 | -386 | -7.3% | -$2.92万 | 减仓 |
| IBTI | ISHARES TR | $37.69万 | 0.14% | 16,915 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $38.08万 | 0.14% | 10,620 | 160 | 1.5% | $5,737 | 加仓 |
| IBTH | ISHARES TR | $39.28万 | 0.15% | 17,511 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $40.38万 | 0.15% | 1,890 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $41.35万 | 0.16% | 9,083 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $47.12万 | 0.18% | 10,505 | -95,628 | -90.1% | -$428.89万 | 减仓 |
| IBTG | ISHARES TR | $48.12万 | 0.18% | 21,001 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $48.23万 | 0.18% | 2,843 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $49.99万 | 0.19% | 9,659 | -22,914 | -70.3% | -$118.59万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $50.69万 | 0.19% | 2,023 | 2,023 | — | $50.69万 | 新建仓 |
| AMGN | AMGEN INC | $51.41万 | 0.20% | 1,461 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $51.83万 | 0.20% | 5,879 | -864 | -12.8% | -$7.62万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $53.43万 | 0.20% | 11,794 | -26,332 | -69.1% | -$119.28万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $54.41万 | 0.21% | 10,741 | -1,484 | -12.1% | -$7.52万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $54.76万 | 0.21% | 12,872 | -102 | -0.8% | -$4,339 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $54.77万 | 0.21% | 17,851 | 17,851 | — | $54.77万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO. | $60.69万 | 0.23% | 2,063 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $60.78万 | 0.23% | 5,410 | -109 | -2.0% | -$1.22万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $62.44万 | 0.24% | 17,392 | -688 | -3.8% | -$2.47万 | 减仓 |
| LLY | ELI LILLY & CO | $65.76万 | 0.25% | 715 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $67.07万 | 0.25% | 3,165 | 3,165 | — | $67.07万 | 新建仓 |
| DE | DEERE & CO | $68.89万 | 0.26% | 1,223 | -3,083 | -71.6% | -$173.67万 | 减仓 |
| IBMR | ISHARES TR | $69.65万 | 0.26% | 27,476 | -4,282 | -13.5% | -$10.85万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $69.81万 | 0.27% | 20,920 | 1,185 | 6.0% | $3.95万 | 加仓 |
| BLK | BLACKROCK INC | $69.89万 | 0.27% | 727 | -1,577 | -68.4% | -$151.60万 | 减仓 |
| TJX | TJX COS INC NEW | $73.44万 | 0.28% | 4,599 | -7,714 | -62.6% | -$123.19万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $73.78万 | 0.28% | 1,770 | -2,754 | -60.9% | -$114.79万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $75.25万 | 0.29% | 18,723 | 2,374 | 14.5% | $9.54万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $75.85万 | 0.29% | 20,390 | 20,390 | — | $75.85万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $78.40万 | 0.30% | 5,415 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $81.15万 | 0.31% | 11,444 | 4,150 | 56.9% | $29.43万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $81.27万 | 0.31% | 2,082 | -2,916 | -58.3% | -$113.82万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $81.45万 | 0.31% | 1,363 | -13 | -0.9% | -$7,768 | 减仓 |
| TECH | BIO-TECHNE CORP | $82.26万 | 0.31% | 15,740 | 15,740 | — | $82.26万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $82.44万 | 0.31% | 16,449 | 16,449 | — | $82.44万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.91万 | 0.35% | 3,360 | 3,360 | — | $90.91万 | 新建仓 |
| WMT | WALMART INC | $92.96万 | 0.35% | 7,480 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $94.43万 | 0.36% | 3,122 | -4,733 | -60.3% | -$143.15万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $99.29万 | 0.38% | 2,020 | 2,020 | — | $99.29万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $99.76万 | 0.38% | 13,033 | 13,033 | — | $99.76万 | 新建仓 |
| MDT | MEDTRONIC PLC | $102.50万 | 0.39% | 11,829 | 11,829 | — | $102.50万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $106.09万 | 0.40% | 5,819 | -9,179 | -61.2% | -$167.35万 | 减仓 |
| IBMQ | ISHARES TR | $107.90万 | 0.41% | 42,263 | -3,827 | -8.3% | -$9.77万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $108.40万 | 0.41% | 1,088 | 1,088 | — | $108.40万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $108.48万 | 0.41% | 936 | 936 | — | $108.48万 | 新建仓 |
| TSLA | TESLA INC | $109.44万 | 0.42% | 2,944 | -2,926 | -49.8% | -$108.77万 | 减仓 |
| IOT | SAMSARA INC | $109.88万 | 0.42% | 34,673 | 34,673 | — | $109.88万 | 新建仓 |
| NOW | SERVICENOW INC | $112.04万 | 0.43% | 10,716 | 390 | 3.8% | $4.08万 | 加仓 |
| PODD | INSULET CORP | $113.00万 | 0.43% | 5,385 | 3,650 | 210.4% | $76.59万 | 加仓 |
| IBMP | ISHARES TR | $113.09万 | 0.43% | 44,454 | -6,608 | -12.9% | -$16.81万 | 减仓 |
| NKE | NIKE INC | $114.04万 | 0.43% | 21,591 | 21,591 | — | $114.04万 | 新建仓 |
| KO | COCA COLA CO | $117.74万 | 0.45% | 15,482 | -78 | -0.5% | -$5,932 | 减仓 |
| IBMO | ISHARES TR | $132.79万 | 0.50% | 51,811 | -5,786 | -10.0% | -$14.83万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $136.43万 | 0.52% | 46,263 | 205 | 0.4% | $6,045 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $144.46万 | 0.55% | 7,101 | 7,101 | — | $144.46万 | 新建仓 |
| PFXF | VANECK ETF TRUST | $144.64万 | 0.55% | 82,466 | 3,413 | 4.3% | $5.99万 | 加仓 |
| DXCM | DEXCOM INC | $148.99万 | 0.57% | 23,724 | 23,724 | — | $148.99万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $155.03万 | 0.59% | 19,709 | 19,709 | — | $155.03万 | 新建仓 |
| SNA | SNAP ON INC | $162.57万 | 0.62% | 4,476 | 8 | 0.2% | $2,906 | 加仓 |
| IBDZ | ISHARES TR | $164.80万 | 0.63% | 63,237 | 63,237 | — | $164.80万 | 新建仓 |
| BA | BOEING CO | $165.89万 | 0.63% | 8,335 | 8,335 | — | $165.89万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $167.27万 | 0.64% | 45,442 | 10,039 | 28.4% | $36.95万 | 加仓 |
| MCD | MCDONALDS CORP | $170.42万 | 0.65% | 5,484 | 4,744 | 641.1% | $147.43万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $203.58万 | 0.77% | 8,399 | -41 | -0.5% | -$9,938 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $219.35万 | 0.83% | 81,363 | 615 | 0.8% | $1.66万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $230.25万 | 0.87% | 6,813 | 6,813 | — | $230.25万 | 新建仓 |
| GIS | GENERAL MLS INC | $234.67万 | 0.89% | 63,049 | 1,693 | 2.8% | $6.30万 | 加仓 |
| TLT | ISHARES TR | $244.22万 | 0.93% | 28,171 | -1,072 | -3.7% | -$9.29万 | 减仓 |
| IBDY | ISHARES TR | $271.70万 | 1.03% | 105,106 | 248 | 0.2% | $6,411 | 加仓 |
| AAPL | APPLE INC | $299.57万 | 1.14% | 11,804 | 789 | 7.2% | $20.02万 | 加仓 |