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 |
|---|---|---|---|---|---|---|---|---|
| SPYD | SPDR SERIES TRUST | $41.35万 | 0.16% | 9,083 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $40.38万 | 0.15% | 1,890 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $39.28万 | 0.15% | 17,511 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $38.08万 | 0.14% | 10,620 | 160 | 1.5% | $5,737 | 加仓 |
| IBTI | ISHARES TR | $37.69万 | 0.14% | 16,915 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $36.91万 | 0.14% | 4,874 | -386 | -7.3% | -$2.92万 | 减仓 |
| IBMS | ISHARES TR | $36.58万 | 0.14% | 14,160 | 460 | 3.4% | $1.19万 | 加仓 |
| IBTJ | ISHARES TR | $36.37万 | 0.14% | 16,651 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM ETF TRUST | $35.23万 | 0.13% | 7,592 | 7,592 | — | $35.23万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $34.47万 | 0.13% | 4,846 | -7 | -0.1% | -$498 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $31.85万 | 0.12% | 3,952 | 3,952 | — | $31.85万 | 新建仓 |
| INTU | INTUIT | $31.60万 | 0.12% | 731 | -2,533 | -77.6% | -$109.51万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $30.45万 | 0.12% | 1,073 | -3,959 | -78.7% | -$112.37万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $28.95万 | 0.11% | 5,792 | 5,792 | — | $28.95万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $27.22万 | 0.10% | 2,448 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $27.18万 | 0.10% | 2,892 | -59 | -2.0% | -$5,545 | 减仓 |
| FLV | AMERICAN CENTY ETF TR | $26.42万 | 0.10% | 3,445 | 26 | 0.8% | $1,994 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $25.11万 | 0.10% | 5,616 | 5,616 | — | $25.11万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $24.52万 | 0.09% | 1,680 | 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 |
| SPY | SPDR S&P 500 ETF TR | $23.74万 | 0.09% | 365 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.53万 | 0.09% | 527 | -3,797 | -87.8% | -$169.55万 | 减仓 |
| GOOGL | ALPHABET INC | $23.12万 | 0.09% | 804 | -23 | -2.8% | -$6,614 | 减仓 |
| QQQ | INVESCO QQQ TR | $21.64万 | 0.08% | 375 | 0 | 0.0% | — | 重新持有 |
| DFLV | DIMENSIONAL ETF TRUST | $20.91万 | 0.08% | 5,857 | 5,857 | — | $20.91万 | 新建仓 |
| CRM | SALESFORCE INC | $20.58万 | 0.08% | 1,102 | -6,020 | -84.5% | -$112.40万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.39万 | 0.08% | 5,307 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $20.09万 | 0.08% | 4,272 | 4,272 | — | $20.09万 | 新建仓 |
| 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 |