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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $23.58万 | 0.12% | 717 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $23.44万 | 0.12% | 6,377 | -50 | -0.8% | -$1,838 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $22.89万 | 0.11% | 4,578 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $22.83万 | 0.11% | 382 | 1 | 0.3% | $598 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $22.43万 | 0.11% | 2,910 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $22.25万 | 0.11% | 763 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $20.85万 | 0.10% | 4,204 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $20.71万 | 0.10% | 4,225 | 4,225 | — | $20.71万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $20.55万 | 0.10% | 14,638 | 2,320 | 18.8% | $3.26万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.40万 | 0.10% | 1,003 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $20.32万 | 0.10% | 570 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $20.22万 | 0.10% | 4,250 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE PFD INCO | $16.04万 | 0.08% | 14,351 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $15.86万 | 0.08% | 17,375 | 800 | 4.8% | $7,304 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $15.17万 | 0.08% | 17,300 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $2.61万 | 0.01% | 12,999 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -700 | -100.0% | -$31.16万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -1,325 | -100.0% | -$27.87万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -4,542 | -100.0% | -$24.98万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,249 | -100.0% | -$24.24万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -900 | -100.0% | -$20.24万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -570 | -100.0% | -$20.14万 | 清仓 |