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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $1,173.99万 | 4.46% | 121,632 | 490 | 0.4% | $4.73万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $766.80万 | 2.91% | 79,486 | 45,809 | 136.0% | $441.92万 | 加仓 |
| VLO | VALERO ENERGY CORP | $710.05万 | 2.70% | 28,738 | -451 | -1.5% | -$11.14万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $706.50万 | 2.68% | 141,911 | -1,945 | -1.4% | -$9.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $676.35万 | 2.57% | 27,669 | -348 | -1.2% | -$8.51万 | 减仓 |
| IBDS | ISHARES TR | $630.07万 | 2.39% | 259,932 | -392 | -0.2% | -$9,502 | 减仓 |
| WMB | WILLIAMS COS INC | $609.70万 | 2.31% | 83,773 | -725 | -0.9% | -$5.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $605.68万 | 2.30% | 16,362 | 4,536 | 38.4% | $167.91万 | 加仓 |
| CVX | CHEVRON CORP NEW | $578.84万 | 2.20% | 27,977 | -185 | -0.7% | -$3.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $578.46万 | 2.20% | 33,168 | 14,958 | 82.1% | $260.87万 | 加仓 |
| IBDU | ISHARES TR | $571.71万 | 2.17% | 245,791 | -286 | -0.1% | -$6,652 | 减仓 |
| IBDR | ISHARES TR | $562.72万 | 2.14% | 232,146 | -2,609 | -1.1% | -$6.32万 | 减仓 |
| IBDT | ISHARES TR | $556.34万 | 2.11% | 219,637 | -422 | -0.2% | -$1.07万 | 减仓 |
| IBDV | ISHARES TR | $543.04万 | 2.06% | 248,077 | -298 | -0.1% | -$6,523 | 减仓 |
| CSCO | CISCO SYS INC | $537.68万 | 2.04% | 69,297 | -612 | -0.9% | -$4.75万 | 减仓 |
| ABBV | ABBVIE INC | $525.90万 | 2.00% | 24,181 | 147 | 0.6% | $3.20万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $525.60万 | 2.00% | 36,389 | 6,556 | 22.0% | $94.69万 | 加仓 |
| HSY | HERSHEY CO | $518.13万 | 1.97% | 24,923 | 50 | 0.2% | $1.04万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $508.06万 | 1.93% | 83,769 | 244 | 0.3% | $1.48万 | 加仓 |
| O | REALTY INCOME CORP | $491.45万 | 1.87% | 80,328 | 411 | 0.5% | $2.51万 | 加仓 |
| GOOG | ALPHABET INC | $449.69万 | 1.71% | 15,676 | 4,423 | 39.3% | $126.88万 | 加仓 |
| PFE | PFIZER INC | $447.40万 | 1.70% | 159,332 | -308 | -0.2% | -$8,649 | 减仓 |
| AMZN | AMAZON COM INC | $441.01万 | 1.67% | 21,175 | 3,811 | 21.9% | $79.37万 | 加仓 |
| IBDW | ISHARES TR | $440.62万 | 1.67% | 210,521 | -590 | -0.3% | -$1.23万 | 减仓 |
| PEP | PEPSICO INC | $440.37万 | 1.67% | 28,358 | 349 | 1.2% | $5.42万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $431.47万 | 1.64% | 34,065 | -86 | -0.3% | -$1.09万 | 减仓 |
| IBDX | ISHARES TR | $429.55万 | 1.63% | 169,983 | 4,264 | 2.6% | $10.78万 | 加仓 |
| TFC | TRUIST FINL CORP | $413.87万 | 1.57% | 90,031 | -569 | -0.6% | -$2.62万 | 减仓 |
| TGT | TARGET CORP | $401.72万 | 1.53% | 33,145 | 443 | 1.4% | $5.37万 | 加仓 |
| GLPI | GAMING & LEISURE PPTYS INC | $388.05万 | 1.47% | 87,459 | -238 | -0.3% | -$1.06万 | 减仓 |
| TXN | TEXAS INSTRS INC | $375.44万 | 1.43% | 19,339 | 148 | 0.8% | $2.87万 | 加仓 |
| IBTL | ISHARES TR | $370.24万 | 1.41% | 181,499 | 181,499 | — | $370.24万 | 新建仓 |
| HD | HOME DEPOT INC | $333.36万 | 1.27% | 10,136 | -3,822 | -27.4% | -$125.70万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $316.91万 | 1.20% | 32,213 | 183 | 0.6% | $1.80万 | 加仓 |
| PAYX | PAYCHEX INC | $310.56万 | 1.18% | 33,713 | 708 | 2.1% | $6.52万 | 加仓 |
| AAPL | APPLE INC | $299.57万 | 1.14% | 11,804 | 789 | 7.2% | $20.02万 | 加仓 |
| IBDY | ISHARES TR | $271.70万 | 1.03% | 105,106 | 248 | 0.2% | $6,411 | 加仓 |
| TLT | ISHARES TR | $244.22万 | 0.93% | 28,171 | -1,072 | -3.7% | -$9.29万 | 减仓 |
| GIS | GENERAL MLS INC | $234.67万 | 0.89% | 63,049 | 1,693 | 2.8% | $6.30万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $230.25万 | 0.87% | 6,813 | 6,813 | — | $230.25万 | 新建仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $219.35万 | 0.83% | 81,363 | 615 | 0.8% | $1.66万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $203.58万 | 0.77% | 8,399 | -41 | -0.5% | -$9,938 | 减仓 |
| MCD | MCDONALDS CORP | $170.42万 | 0.65% | 5,484 | 4,744 | 641.1% | $147.43万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $167.27万 | 0.64% | 45,442 | 10,039 | 28.4% | $36.95万 | 加仓 |
| BA | BOEING CO | $165.89万 | 0.63% | 8,335 | 8,335 | — | $165.89万 | 新建仓 |
| IBDZ | ISHARES TR | $164.80万 | 0.63% | 63,237 | 63,237 | — | $164.80万 | 新建仓 |
| SNA | SNAP ON INC | $162.57万 | 0.62% | 4,476 | 8 | 0.2% | $2,906 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $155.03万 | 0.59% | 19,709 | 19,709 | — | $155.03万 | 新建仓 |
| DXCM | DEXCOM INC | $148.99万 | 0.57% | 23,724 | 23,724 | — | $148.99万 | 新建仓 |
| PFXF | VANECK ETF TRUST | $144.64万 | 0.55% | 82,466 | 3,413 | 4.3% | $5.99万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $144.46万 | 0.55% | 7,101 | 7,101 | — | $144.46万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $136.43万 | 0.52% | 46,263 | 205 | 0.4% | $6,045 | 加仓 |
| IBMO | ISHARES TR | $132.79万 | 0.50% | 51,811 | -5,786 | -10.0% | -$14.83万 | 减仓 |
| KO | COCA COLA CO | $117.74万 | 0.45% | 15,482 | -78 | -0.5% | -$5,932 | 减仓 |
| NKE | NIKE INC | $114.04万 | 0.43% | 21,591 | 21,591 | — | $114.04万 | 新建仓 |
| IBMP | ISHARES TR | $113.09万 | 0.43% | 44,454 | -6,608 | -12.9% | -$16.81万 | 减仓 |
| PODD | INSULET CORP | $113.00万 | 0.43% | 5,385 | 3,650 | 210.4% | $76.59万 | 加仓 |
| NOW | SERVICENOW INC | $112.04万 | 0.43% | 10,716 | 390 | 3.8% | $4.08万 | 加仓 |
| IOT | SAMSARA INC | $109.88万 | 0.42% | 34,673 | 34,673 | — | $109.88万 | 新建仓 |
| TSLA | TESLA INC | $109.44万 | 0.42% | 2,944 | -2,926 | -49.8% | -$108.77万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $108.48万 | 0.41% | 936 | 936 | — | $108.48万 | 新建仓 |
| COST | COSTCO WHSL CORP NEW | $108.40万 | 0.41% | 1,088 | 1,088 | — | $108.40万 | 新建仓 |
| IBMQ | ISHARES TR | $107.90万 | 0.41% | 42,263 | -3,827 | -8.3% | -$9.77万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $106.09万 | 0.40% | 5,819 | -9,179 | -61.2% | -$167.35万 | 减仓 |
| MDT | MEDTRONIC PLC | $102.50万 | 0.39% | 11,829 | 11,829 | — | $102.50万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $99.76万 | 0.38% | 13,033 | 13,033 | — | $99.76万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $99.29万 | 0.38% | 2,020 | 2,020 | — | $99.29万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $94.43万 | 0.36% | 3,122 | -4,733 | -60.3% | -$143.15万 | 减仓 |
| WMT | WALMART INC | $92.96万 | 0.35% | 7,480 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $90.91万 | 0.35% | 3,360 | 3,360 | — | $90.91万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $82.44万 | 0.31% | 16,449 | 16,449 | — | $82.44万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $82.26万 | 0.31% | 15,740 | 15,740 | — | $82.26万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $81.45万 | 0.31% | 1,363 | -13 | -0.9% | -$7,768 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $81.27万 | 0.31% | 2,082 | -2,916 | -58.3% | -$113.82万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $81.15万 | 0.31% | 11,444 | 4,150 | 56.9% | $29.43万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $78.40万 | 0.30% | 5,415 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $75.85万 | 0.29% | 20,390 | 20,390 | — | $75.85万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $75.25万 | 0.29% | 18,723 | 2,374 | 14.5% | $9.54万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $73.78万 | 0.28% | 1,770 | -2,754 | -60.9% | -$114.79万 | 减仓 |
| TJX | TJX COS INC NEW | $73.44万 | 0.28% | 4,599 | -7,714 | -62.6% | -$123.19万 | 减仓 |
| BLK | BLACKROCK INC | $69.89万 | 0.27% | 727 | -1,577 | -68.4% | -$151.60万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $69.81万 | 0.27% | 20,920 | 1,185 | 6.0% | $3.95万 | 加仓 |
| IBMR | ISHARES TR | $69.65万 | 0.26% | 27,476 | -4,282 | -13.5% | -$10.85万 | 减仓 |
| DE | DEERE & CO | $68.89万 | 0.26% | 1,223 | -3,083 | -71.6% | -$173.67万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $67.07万 | 0.25% | 3,165 | 3,165 | — | $67.07万 | 新建仓 |
| LLY | ELI LILLY & CO | $65.76万 | 0.25% | 715 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $62.44万 | 0.24% | 17,392 | -688 | -3.8% | -$2.47万 | 减仓 |
| ETR | ENTERGY CORP NEW | $60.78万 | 0.23% | 5,410 | -109 | -2.0% | -$1.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $60.69万 | 0.23% | 2,063 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $54.77万 | 0.21% | 17,851 | 17,851 | — | $54.77万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $54.76万 | 0.21% | 12,872 | -102 | -0.8% | -$4,339 | 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 |
| TSCO | TRACTOR SUPPLY CO | $53.43万 | 0.20% | 11,794 | -26,332 | -69.1% | -$119.28万 | 减仓 |
| IAU | ISHARES GOLD TR | $51.83万 | 0.20% | 5,879 | -864 | -12.8% | -$7.62万 | 减仓 |
| AMGN | AMGEN INC | $51.41万 | 0.20% | 1,461 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $50.69万 | 0.19% | 2,023 | 2,023 | — | $50.69万 | 新建仓 |
| KBH | KB HOME | $49.99万 | 0.19% | 9,659 | -22,914 | -70.3% | -$118.59万 | 减仓 |
| — | EXXON MOBIL CORP | $48.23万 | 0.18% | 2,843 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $48.12万 | 0.18% | 21,001 | 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 |