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 |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | $25.55万 | 0.12% | 844 | 844 | — | $25.55万 | 新建仓 |
| COP | CONOCOPHILLIPS | $25.48万 | 0.12% | 2,451 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $25.31万 | 0.12% | 3,450 | 3,450 | — | $25.31万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $24.76万 | 0.12% | 750 | -13 | -1.7% | -$4,292 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $23.89万 | 0.11% | 850 | 850 | — | $23.89万 | 新建仓 |
| BX | BLACKSTONE INC | $23.62万 | 0.11% | 2,007 | 2,007 | — | $23.62万 | 新建仓 |
| IWB | ISHARES TR | $23.34万 | 0.11% | 570 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $23.19万 | 0.11% | 4,578 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $23.18万 | 0.11% | 4,250 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.02万 | 0.11% | 482 | 482 | — | $23.02万 | 新建仓 |
| MCD | MCDONALDS CORP | $22.95万 | 0.11% | 849 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $22.61万 | 0.11% | 4,321 | 117 | 2.8% | $6,123 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.19万 | 0.10% | 3,611 | 64 | 1.8% | $3,933 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $21.72万 | 0.10% | 340 | 340 | — | $21.72万 | 新建仓 |
| WMT | WALMART INC | $21.67万 | 0.10% | 1,913 | 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 |
| OTIS | OTIS WORLDWIDE CORP | $20.84万 | 0.10% | 2,910 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $20.29万 | 0.09% | 575 | -142 | -19.8% | -$5.01万 | 减仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $16.69万 | 0.08% | 14,351 | 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 |
| COTY | COTY INC | $2.81万 | 0.01% | 12,999 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP 看涨期权 | $7,168 | 0.00% | 400 | 400 | — | $7,168 | 新建仓 |
| — | 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 |