Signature Wealth Management Partners, LLC
MONTVALE NJ · SEC CIK 0001824694
$1.99亿2026Q1 申报市值
116持仓数
55.0%前十大占比 · 第一大 10.3%
3 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$101.26万
IVW 加仓+$71.84万
GOOGL 加仓+$57.51万
JAAA 加仓+$45.50万
GOOG 加仓+$45.18万
2026Q1 卖出最多 按季末市值估算
ROP 清仓-$31.16万
IWD 清仓-$27.87万
BAC 清仓-$24.98万
BDX 清仓-$24.24万
META 减仓-$21.63万
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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $157.41万 | 0.79% | 25,696 | -52 | -0.2% | -$3,186 | 减仓 |
| NEE | NEXTERA ENERGY INC | $162.21万 | 0.81% | 17,465 | 307 | 1.8% | $2.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $162.26万 | 0.81% | 3,386 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $183.85万 | 0.92% | 6,409 | 1,575 | 32.6% | $45.18万 | 加仓 |
| RTX | RTX CORPORATION | $183.94万 | 0.92% | 9,536 | -630 | -6.2% | -$12.15万 | 减仓 |
| — | EXXON MOBIL CORP | $184.25万 | 0.92% | 10,860 | -345 | -3.1% | -$5.85万 | 减仓 |
| IVV | ISHARES TR | $230.33万 | 1.16% | 3,526 | 229 | 6.9% | $14.96万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $253.50万 | 1.27% | 21,369 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $306.32万 | 1.54% | 12,531 | -38 | -0.3% | -$9,289 | 减仓 |
| NVDA | NVIDIA CORPORATION | $316.70万 | 1.59% | 18,160 | 170 | 0.9% | $2.96万 | 加仓 |
| META | META PLATFORMS INC | $344.82万 | 1.73% | 6,027 | -378 | -5.9% | -$21.63万 | 减仓 |
| GOOGL | ALPHABET INC | $391.73万 | 1.96% | 13,622 | 2,000 | 17.2% | $57.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $398.12万 | 2.00% | 13,534 | -10 | -0.1% | -$2,942 | 减仓 |
| MSFT | MICROSOFT CORP | $438.03万 | 2.20% | 11,833 | 463 | 4.1% | $17.14万 | 加仓 |
| AMZN | AMAZON COM INC | $451.53万 | 2.26% | 21,680 | 148 | 0.7% | $3.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $453.54万 | 2.27% | 6,974 | -41 | -0.6% | -$2.67万 | 减仓 |
| AME | AMETEK INC | $727.75万 | 3.65% | 33,950 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $1,125.37万 | 5.64% | 62,031 | 486 | 0.8% | $8.82万 | 加仓 |
| IVW | ISHARES TR | $1,338.15万 | 6.71% | 118,305 | 6,351 | 5.7% | $71.84万 | 加仓 |
| AAPL | APPLE INC | $1,361.87万 | 6.83% | 53,661 | 3,990 | 8.0% | $101.26万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,406.02万 | 7.05% | 248,062 | 368 | 0.1% | $2.09万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,611.60万 | 8.08% | 319,953 | 9,034 | 2.9% | $45.50万 | 加仓 |
| IVE | ISHARES TR | $2,044.30万 | 10.25% | 96,818 | -204 | -0.2% | -$4.31万 | 减仓 |