Signature Wealth Management Partners, LLC
MONTVALE NJ · SEC CIK 0001824694
$2.14亿2026Q2 申报市值
122持仓数
54.2%前十大占比 · 第一大 10.4%
11 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DYNF 加仓+$43.97万
INTC 新建仓+$43.80万
CMDT 新建仓+$40.90万
IVE 加仓+$37.76万
GLD 加仓+$28.92万
2026Q2 卖出最多 按季末市值估算
IVW 减仓-$443.33万
JAAA 减仓-$266.98万
EXXON MOBIL CORP 清仓-$184.25万
FXH 清仓-$31.33万
FHLC 减仓-$29.25万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -10,860 | -100.0% | -$184.25万 | 清仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,854 | -100.0% | -$31.33万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -2,697 | -100.0% | -$25.73万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -6,377 | -100.0% | -$23.44万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -4,225 | -100.0% | -$20.71万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -17,375 | -100.0% | -$15.86万 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP 看涨期权 | $7,168 | 0.00% | 400 | 400 | — | $7,168 | 新建仓 |
| COTY | COTY INC | $2.81万 | 0.01% | 12,999 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $14.92万 | 0.07% | 11,582 | -12,789 | -52.5% | -$16.47万 | 减仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $16.69万 | 0.08% | 14,351 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $20.29万 | 0.09% | 575 | -142 | -19.8% | -$5.01万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $20.84万 | 0.10% | 2,910 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $21.18万 | 0.10% | 2,791 | 2,791 | — | $21.18万 | 新建仓 |
| WMT | WALMART INC | $21.67万 | 0.10% | 1,913 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $21.72万 | 0.10% | 340 | 340 | — | $21.72万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.19万 | 0.10% | 3,611 | 64 | 1.8% | $3,933 | 重新持有 |
| OKLO | OKLO INC | $22.61万 | 0.11% | 4,321 | 117 | 2.8% | $6,123 | 加仓 |
| MCD | MCDONALDS CORP | $22.95万 | 0.11% | 849 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.02万 | 0.11% | 482 | 482 | — | $23.02万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $23.18万 | 0.11% | 4,250 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $23.19万 | 0.11% | 4,578 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $23.34万 | 0.11% | 570 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $23.62万 | 0.11% | 2,007 | 2,007 | — | $23.62万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $23.89万 | 0.11% | 850 | 850 | — | $23.89万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $24.76万 | 0.12% | 750 | -13 | -1.7% | -$4,292 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $25.31万 | 0.12% | 3,450 | 3,450 | — | $25.31万 | 新建仓 |
| COP | CONOCOPHILLIPS | $25.48万 | 0.12% | 2,451 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $25.55万 | 0.12% | 844 | 844 | — | $25.55万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $25.97万 | 0.12% | 378 | -4 | -1.0% | -$2,748 | 减仓 |
| SNDK | SANDISK CORP | $26.60万 | 0.12% | 117 | 117 | — | $26.60万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $28.90万 | 0.13% | 2,429 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $29.27万 | 0.14% | 15,150 | 512 | 3.5% | $9,892 | 加仓 |
| PSX | PHILLIPS 66 | $29.84万 | 0.14% | 1,765 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $30.59万 | 0.14% | 2,485 | -222 | -8.2% | -$2.73万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.73万 | 0.14% | 7,257 | -3,953 | -35.3% | -$16.74万 | 减仓 |
| UTL | UNITIL CORP | $30.96万 | 0.14% | 5,876 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $31.00万 | 0.14% | 17,300 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.16万 | 0.15% | 1,317 | -48 | -3.5% | -$1.14万 | 减仓 |
| NOW | SERVICENOW INC | $31.52万 | 0.15% | 3,175 | -2,695 | -45.9% | -$26.76万 | 减仓 |
| ISPY | PROSHARES TR | $32.01万 | 0.15% | 6,643 | -2,282 | -25.6% | -$11.00万 | 减仓 |
| VDC | VANGUARD WORLD FD | $32.29万 | 0.15% | 1,432 | -159 | -10.0% | -$3.59万 | 减仓 |
| SHEL | SHELL PLC | $32.32万 | 0.15% | 4,168 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $32.52万 | 0.15% | 2,076 | 455 | 28.1% | $7.13万 | 加仓 |
| C | CITIGROUP INC | $35.77万 | 0.17% | 2,556 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $37.27万 | 0.17% | 4,020 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $37.96万 | 0.18% | 5,260 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $39.34万 | 0.18% | 7,504 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $40.40万 | 0.19% | 11,000 | 1,800 | 19.6% | $6.61万 | 加仓 |
| NFLX | NETFLIX INC. | $40.48万 | 0.19% | 5,670 | 0 | 0.0% | — | 不变 |
| CMDT | PIMCO ETF TR | $40.90万 | 0.19% | 13,337 | 13,337 | — | $40.90万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $42.69万 | 0.20% | 851 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $43.80万 | 0.20% | 3,137 | 3,137 | — | $43.80万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $49.42万 | 0.23% | 1,867 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $52.14万 | 0.24% | 4,446 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $52.41万 | 0.24% | 545 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $53.26万 | 0.25% | 4,456 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $53.89万 | 0.25% | 25,526 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $54.51万 | 0.25% | 2,518 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $55.03万 | 0.26% | 7,123 | -3,786 | -34.7% | -$29.25万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $56.17万 | 0.26% | 967 | -36 | -3.6% | -$2.09万 | 减仓 |
| ORCL | ORACLE CORP | $56.72万 | 0.26% | 3,870 | 1 | 0.0% | $147 | 加仓 |
| PEP | PEPSICO INC | $59.02万 | 0.28% | 4,359 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.37万 | 0.28% | 5,089 | -65 | -1.3% | -$7,584 | 减仓 |
| CVX | CHEVRON CORPORATION | $61.54万 | 0.29% | 3,712 | -29 | -0.8% | -$4,808 | 减仓 |
| CRWV | COREWEAVE INC | $61.78万 | 0.29% | 6,207 | 163 | 2.7% | $1.62万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $62.32万 | 0.29% | 10,775 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $62.61万 | 0.29% | 11,549 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $64.10万 | 0.30% | 1,740 | 785 | 82.2% | $28.92万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $64.72万 | 0.30% | 11,780 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $68.63万 | 0.32% | 2,029 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $72.39万 | 0.34% | 9,392 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $74.03万 | 0.35% | 6,300 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $75.83万 | 0.35% | 1,803 | -63 | -3.4% | -$2.65万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $76.13万 | 0.35% | 12,105 | -83 | -0.7% | -$5,220 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $80.51万 | 0.38% | 1,396 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $81.88万 | 0.38% | 7,129 | -175 | -2.4% | -$2.01万 | 减仓 |
| REGL | PROSHARES TR | $85.07万 | 0.40% | 9,290 | 1,059 | 12.9% | $9.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $85.50万 | 0.40% | 1,161 | -248 | -17.6% | -$18.26万 | 减仓 |
| GEV | GE VERNOVA INC | $86.14万 | 0.40% | 733 | -50 | -6.4% | -$5.88万 | 减仓 |
| GE | GE AEROSPACE | $86.69万 | 0.40% | 2,320 | 3 | 0.1% | $1,121 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $87.59万 | 0.41% | 16,338 | -555 | -3.3% | -$2.98万 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $88.44万 | 0.41% | 26,857 | 6,327 | 30.8% | $20.83万 | 加仓 |
| L | LOEWS CORP | $90.33万 | 0.42% | 7,979 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $92.26万 | 0.43% | 7,180 | 1 | 0.0% | $128 | 加仓 |
| IJT | ISHARES TR | $93.44万 | 0.44% | 5,232 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $97.10万 | 0.45% | 7,820 | -212 | -2.6% | -$2.63万 | 减仓 |
| MO | ALTRIA GROUP INC | $98.18万 | 0.46% | 13,645 | 1 | 0.0% | $72 | 加仓 |
| T | AT&T INC | $100.23万 | 0.47% | 48,421 | -3,528 | -6.8% | -$7.30万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $101.79万 | 0.47% | 2,985 | -168 | -5.3% | -$5.73万 | 减仓 |
| AVGO | BROADCOM INC | $104.16万 | 0.49% | 2,757 | 58 | 2.1% | $2.19万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $114.09万 | 0.53% | 4,057 | 2 | 0.0% | $562 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $120.97万 | 0.56% | 1,048 | -8 | -0.8% | -$9,234 | 减仓 |
| LLY | ELI LILLY & CO | $122.77万 | 0.57% | 1,024 | 5 | 0.5% | $5,995 | 加仓 |
| HYMB | SPDR SERIES TRUST | $123.48万 | 0.58% | 48,536 | -10,040 | -17.1% | -$25.54万 | 减仓 |
| DE | DEERE & CO | $123.77万 | 0.58% | 1,951 | -340 | -14.8% | -$21.57万 | 减仓 |
| NEM | NEWMONT CORP | $124.47万 | 0.58% | 13,326 | -54 | -0.4% | -$5,044 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $134.21万 | 0.63% | 25,270 | -426 | -1.7% | -$2.26万 | 减仓 |
| IBB | ISHARES TR | $144.66万 | 0.67% | 7,606 | -49 | -0.6% | -$9,319 | 减仓 |
| DOV | DOVER CORP | $146.99万 | 0.69% | 6,554 | -114 | -1.7% | -$2.56万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $150.47万 | 0.70% | 28,749 | 2,420 | 9.2% | $12.67万 | 加仓 |