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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $2,236.10万 | 10.43% | 98,481 | 1,663 | 1.7% | $37.76万 | 加仓 |
| AAPL | APPLE INC | $1,568.74万 | 7.31% | 54,214 | 553 | 1.0% | $16.00万 | 加仓 |
| IYW | ISHARES TR | $1,551.54万 | 7.23% | 61,513 | -518 | -0.8% | -$13.07万 | 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 |
| JAAA | JANUS DETROIT STR TR | $1,348.46万 | 6.29% | 267,076 | -52,877 | -16.5% | -$266.98万 | 减仓 |
| IVW | ISHARES TR | $1,183.72万 | 5.52% | 86,070 | -32,235 | -27.2% | -$443.33万 | 减仓 |
| AME | AMETEK INC | $821.39万 | 3.83% | 33,950 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $520.53万 | 2.43% | 6,970 | -4 | -0.1% | -$2,987 | 减仓 |
| AMZN | AMAZON COM INC | $516.53万 | 2.41% | 21,672 | -8 | -0.0% | -$1,907 | 减仓 |
| GOOGL | ALPHABET INC | $485.54万 | 2.26% | 13,587 | -35 | -0.3% | -$1.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $458.47万 | 2.14% | 12,291 | 458 | 3.9% | $17.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $443.92万 | 2.07% | 13,562 | 28 | 0.2% | $9,165 | 加仓 |
| NVDA | NVIDIA CORPORATION | $361.19万 | 1.68% | 18,051 | -109 | -0.6% | -$2.18万 | 减仓 |
| META | META PLATFORMS INC | $336.72万 | 1.57% | 5,977 | -50 | -0.8% | -$2.82万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $314.45万 | 1.47% | 12,381 | -150 | -1.2% | -$3.81万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $309.01万 | 1.44% | 21,369 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $262.14万 | 1.22% | 3,435 | -7 | -0.2% | -$5,342 | 减仓 |
| IVV | ISHARES TR | $260.09万 | 1.21% | 3,473 | -53 | -1.5% | -$3.97万 | 减仓 |
| GOOG | ALPHABET INC | $226.17万 | 1.05% | 6,401 | -8 | -0.1% | -$2,827 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $189.22万 | 0.88% | 27,822 | 6,465 | 30.3% | $43.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $175.69万 | 0.82% | 3,511 | 125 | 3.7% | $6.25万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $167.97万 | 0.78% | 8,816 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $166.89万 | 0.78% | 10,160 | 181 | 1.8% | $2.97万 | 加仓 |
| RTX | RTX CORPORATION | $166.69万 | 0.78% | 8,786 | -750 | -7.9% | -$14.23万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $156.47万 | 0.73% | 1,547 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $156.30万 | 0.73% | 8,640 | 1 | 0.0% | $181 | 加仓 |
| NEE | NEXTERA ENERGY INC | $152.79万 | 0.71% | 17,408 | -57 | -0.3% | -$5,003 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $152.77万 | 0.71% | 18,823 | -543 | -2.8% | -$4.41万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $150.47万 | 0.70% | 28,749 | 2,420 | 9.2% | $12.67万 | 加仓 |
| DOV | DOVER CORP | $146.99万 | 0.69% | 6,554 | -114 | -1.7% | -$2.56万 | 减仓 |
| IBB | ISHARES TR | $144.66万 | 0.67% | 7,606 | -49 | -0.6% | -$9,319 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $134.21万 | 0.63% | 25,270 | -426 | -1.7% | -$2.26万 | 减仓 |
| NEM | NEWMONT CORP | $124.47万 | 0.58% | 13,326 | -54 | -0.4% | -$5,044 | 减仓 |
| DE | DEERE & CO | $123.77万 | 0.58% | 1,951 | -340 | -14.8% | -$21.57万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $123.48万 | 0.58% | 48,536 | -10,040 | -17.1% | -$25.54万 | 减仓 |
| LLY | ELI LILLY & CO | $122.77万 | 0.57% | 1,024 | 5 | 0.5% | $5,995 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $120.97万 | 0.56% | 1,048 | -8 | -0.8% | -$9,234 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $114.09万 | 0.53% | 4,057 | 2 | 0.0% | $562 | 加仓 |
| AVGO | BROADCOM INC | $104.16万 | 0.49% | 2,757 | 58 | 2.1% | $2.19万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $101.79万 | 0.47% | 2,985 | -168 | -5.3% | -$5.73万 | 减仓 |
| T | AT&T INC | $100.23万 | 0.47% | 48,421 | -3,528 | -6.8% | -$7.30万 | 减仓 |
| MO | ALTRIA GROUP INC | $98.18万 | 0.46% | 13,645 | 1 | 0.0% | $72 | 加仓 |
| IWF | ISHARES TR | $97.10万 | 0.45% | 7,820 | -212 | -2.6% | -$2.63万 | 减仓 |
| IJT | ISHARES TR | $93.44万 | 0.44% | 5,232 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $92.26万 | 0.43% | 7,180 | 1 | 0.0% | $128 | 加仓 |
| L | LOEWS CORP | $90.33万 | 0.42% | 7,979 | 0 | 0.0% | — | 不变 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $88.44万 | 0.41% | 26,857 | 6,327 | 30.8% | $20.83万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $87.59万 | 0.41% | 16,338 | -555 | -3.3% | -$2.98万 | 减仓 |
| GE | GE AEROSPACE | $86.69万 | 0.40% | 2,320 | 3 | 0.1% | $1,121 | 加仓 |
| GEV | GE VERNOVA INC | $86.14万 | 0.40% | 733 | -50 | -6.4% | -$5.88万 | 减仓 |
| QQQ | INVESCO QQQ TR | $85.50万 | 0.40% | 1,161 | -248 | -17.6% | -$18.26万 | 减仓 |
| REGL | PROSHARES TR | $85.07万 | 0.40% | 9,290 | 1,059 | 12.9% | $9.70万 | 加仓 |
| ETR | ENTERGY CORP NEW | $81.88万 | 0.38% | 7,129 | -175 | -2.4% | -$2.01万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $80.51万 | 0.38% | 1,396 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $76.13万 | 0.35% | 12,105 | -83 | -0.7% | -$5,220 | 减仓 |
| TSLA | TESLA INC | $75.83万 | 0.35% | 1,803 | -63 | -3.4% | -$2.65万 | 减仓 |
| IJK | ISHARES TR | $74.03万 | 0.35% | 6,300 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $72.39万 | 0.34% | 9,392 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $68.63万 | 0.32% | 2,029 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $64.72万 | 0.30% | 11,780 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $64.10万 | 0.30% | 1,740 | 785 | 82.2% | $28.92万 | 加仓 |
| ENB | ENBRIDGE INC | $62.61万 | 0.29% | 11,549 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $62.32万 | 0.29% | 10,775 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $61.78万 | 0.29% | 6,207 | 163 | 2.7% | $1.62万 | 加仓 |
| CVX | CHEVRON CORPORATION | $61.54万 | 0.29% | 3,712 | -29 | -0.8% | -$4,808 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.37万 | 0.28% | 5,089 | -65 | -1.3% | -$7,584 | 减仓 |
| PEP | PEPSICO INC | $59.02万 | 0.28% | 4,359 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $56.72万 | 0.26% | 3,870 | 1 | 0.0% | $147 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $56.17万 | 0.26% | 967 | -36 | -3.6% | -$2.09万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $55.03万 | 0.26% | 7,123 | -3,786 | -34.7% | -$29.25万 | 减仓 |
| BA | BOEING CO | $54.51万 | 0.25% | 2,518 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $53.89万 | 0.25% | 25,526 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $53.26万 | 0.25% | 4,456 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $52.41万 | 0.24% | 545 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $52.14万 | 0.24% | 4,446 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $49.42万 | 0.23% | 1,867 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $43.80万 | 0.20% | 3,137 | 3,137 | — | $43.80万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $42.69万 | 0.20% | 851 | 0 | 0.0% | — | 不变 |
| CMDT | PIMCO ETF TR | $40.90万 | 0.19% | 13,337 | 13,337 | — | $40.90万 | 新建仓 |
| NFLX | NETFLIX INC. | $40.48万 | 0.19% | 5,670 | 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 |
| GSK | GSK PLC | $39.34万 | 0.18% | 7,504 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $37.96万 | 0.18% | 5,260 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $37.27万 | 0.17% | 4,020 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $35.77万 | 0.17% | 2,556 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $32.52万 | 0.15% | 2,076 | 455 | 28.1% | $7.13万 | 加仓 |
| SHEL | SHELL PLC | $32.32万 | 0.15% | 4,168 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $32.29万 | 0.15% | 1,432 | -159 | -10.0% | -$3.59万 | 减仓 |
| ISPY | PROSHARES TR | $32.01万 | 0.15% | 6,643 | -2,282 | -25.6% | -$11.00万 | 减仓 |
| NOW | SERVICENOW INC | $31.52万 | 0.15% | 3,175 | -2,695 | -45.9% | -$26.76万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.16万 | 0.15% | 1,317 | -48 | -3.5% | -$1.14万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $31.00万 | 0.14% | 17,300 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP | $30.96万 | 0.14% | 5,876 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $30.73万 | 0.14% | 7,257 | -3,953 | -35.3% | -$16.74万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $30.59万 | 0.14% | 2,485 | -222 | -8.2% | -$2.73万 | 减仓 |
| PSX | PHILLIPS 66 | $29.84万 | 0.14% | 1,765 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $29.27万 | 0.14% | 15,150 | 512 | 3.5% | $9,892 | 加仓 |
| SPYG | SPDR SERIES TRUST | $28.90万 | 0.13% | 2,429 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $26.60万 | 0.12% | 117 | 117 | — | $26.60万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $25.97万 | 0.12% | 378 | -4 | -1.0% | -$2,748 | 减仓 |