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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GROUP | $152.77万 | 0.71% | 18,823 | -543 | -2.8% | -$4.41万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $152.79万 | 0.71% | 17,408 | -57 | -0.3% | -$5,003 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $156.30万 | 0.73% | 8,640 | 1 | 0.0% | $181 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $156.47万 | 0.73% | 1,547 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $166.69万 | 0.78% | 8,786 | -750 | -7.9% | -$14.23万 | 减仓 |
| ITOT | ISHARES TR | $166.89万 | 0.78% | 10,160 | 181 | 1.8% | $2.97万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $167.97万 | 0.78% | 8,816 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $175.69万 | 0.82% | 3,511 | 125 | 3.7% | $6.25万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $189.22万 | 0.88% | 27,822 | 6,465 | 30.3% | $43.97万 | 加仓 |
| GOOG | ALPHABET INC | $226.17万 | 1.05% | 6,401 | -8 | -0.1% | -$2,827 | 减仓 |
| IVV | ISHARES TR | $260.09万 | 1.21% | 3,473 | -53 | -1.5% | -$3.97万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $262.14万 | 1.22% | 3,435 | -7 | -0.2% | -$5,342 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $309.01万 | 1.44% | 21,369 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $314.45万 | 1.47% | 12,381 | -150 | -1.2% | -$3.81万 | 减仓 |
| META | META PLATFORMS INC | $336.72万 | 1.57% | 5,977 | -50 | -0.8% | -$2.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $361.19万 | 1.68% | 18,051 | -109 | -0.6% | -$2.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $443.92万 | 2.07% | 13,562 | 28 | 0.2% | $9,165 | 加仓 |
| MSFT | MICROSOFT CORP | $458.47万 | 2.14% | 12,291 | 458 | 3.9% | $17.08万 | 加仓 |
| GOOGL | ALPHABET INC | $485.54万 | 2.26% | 13,587 | -35 | -0.3% | -$1.25万 | 减仓 |
| AMZN | AMAZON COM INC | $516.53万 | 2.41% | 21,672 | -8 | -0.0% | -$1,907 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $520.53万 | 2.43% | 6,970 | -4 | -0.1% | -$2,987 | 减仓 |
| AME | AMETEK INC | $821.39万 | 3.83% | 33,950 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $1,183.72万 | 5.52% | 86,070 | -32,235 | -27.2% | -$443.33万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,348.46万 | 6.29% | 267,076 | -52,877 | -16.5% | -$266.98万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,383.86万 | 6.45% | 245,018 | -3,044 | -1.2% | -$17.19万 | 减仓 |
| IYW | ISHARES TR | $1,551.54万 | 7.23% | 61,513 | -518 | -0.8% | -$13.07万 | 减仓 |
| AAPL | APPLE INC | $1,568.74万 | 7.31% | 54,214 | 553 | 1.0% | $16.00万 | 加仓 |
| IVE | ISHARES TR | $2,236.10万 | 10.43% | 98,481 | 1,663 | 1.7% | $37.76万 | 加仓 |