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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $2,044.30万 | 10.25% | 96,818 | -204 | -0.2% | -$4.31万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,611.60万 | 8.08% | 319,953 | 9,034 | 2.9% | $45.50万 | 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 |
| AAPL | APPLE INC | $1,361.87万 | 6.83% | 53,661 | 3,990 | 8.0% | $101.26万 | 加仓 |
| IVW | ISHARES TR | $1,338.15万 | 6.71% | 118,305 | 6,351 | 5.7% | $71.84万 | 加仓 |
| IYW | ISHARES TR | $1,125.37万 | 5.64% | 62,031 | 486 | 0.8% | $8.82万 | 加仓 |
| AME | AMETEK INC | $727.75万 | 3.65% | 33,950 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $453.54万 | 2.27% | 6,974 | -41 | -0.6% | -$2.67万 | 减仓 |
| AMZN | AMAZON COM INC | $451.53万 | 2.26% | 21,680 | 148 | 0.7% | $3.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $438.03万 | 2.20% | 11,833 | 463 | 4.1% | $17.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $398.12万 | 2.00% | 13,534 | -10 | -0.1% | -$2,942 | 减仓 |
| GOOGL | ALPHABET INC | $391.73万 | 1.96% | 13,622 | 2,000 | 17.2% | $57.51万 | 加仓 |
| META | META PLATFORMS INC | $344.82万 | 1.73% | 6,027 | -378 | -5.9% | -$21.63万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $316.70万 | 1.59% | 18,160 | 170 | 0.9% | $2.96万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $306.32万 | 1.54% | 12,531 | -38 | -0.3% | -$9,289 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $253.50万 | 1.27% | 21,369 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $230.33万 | 1.16% | 3,526 | 229 | 6.9% | $14.96万 | 加仓 |
| — | EXXON MOBIL CORP | $184.25万 | 0.92% | 10,860 | -345 | -3.1% | -$5.85万 | 减仓 |
| RTX | RTX CORPORATION | $183.94万 | 0.92% | 9,536 | -630 | -6.2% | -$12.15万 | 减仓 |
| GOOG | ALPHABET INC | $183.85万 | 0.92% | 6,409 | 1,575 | 32.6% | $45.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $162.26万 | 0.81% | 3,386 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $162.21万 | 0.81% | 17,465 | 307 | 1.8% | $2.85万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $157.41万 | 0.79% | 25,696 | -52 | -0.2% | -$3,186 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $156.77万 | 0.79% | 19,366 | 225 | 1.2% | $1.82万 | 加仓 |
| T | AT&T INC | $150.60万 | 0.76% | 51,949 | 8 | 0.0% | $232 | 加仓 |
| HYMB | SPDR SERIES TRUST | $145.27万 | 0.73% | 58,576 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $144.84万 | 0.73% | 13,380 | -299 | -2.2% | -$3.24万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $142.84万 | 0.72% | 8,639 | -293 | -3.3% | -$4.84万 | 减仓 |
| ITOT | ISHARES TR | $142.13万 | 0.71% | 9,979 | 235 | 2.4% | $3.35万 | 加仓 |
| DOV | DOVER CORP | $138.99万 | 0.70% | 6,668 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $136.73万 | 0.69% | 26,329 | 794 | 3.1% | $4.12万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $134.38万 | 0.67% | 3,442 | 188 | 5.8% | $7.34万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $130.88万 | 0.66% | 1,547 | -200 | -11.4% | -$16.92万 | 减仓 |
| IBB | ISHARES TR | $129.25万 | 0.65% | 7,655 | 135 | 1.8% | $2.28万 | 加仓 |
| DE | DEERE & CO | $129.06万 | 0.65% | 2,291 | -34 | -1.5% | -$1.92万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $124.26万 | 0.62% | 21,357 | 6,409 | 42.9% | $37.29万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $117.17万 | 0.59% | 8,816 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $98.30万 | 0.49% | 4,055 | 101 | 2.6% | $2.45万 | 加仓 |
| LLY | ELI LILLY & CO | $93.68万 | 0.47% | 1,019 | -24 | -2.3% | -$2.21万 | 减仓 |
| MO | ALTRIA GROUP INC | $90.04万 | 0.45% | 13,644 | 1 | 0.0% | $66 | 加仓 |
| MRK | MERCK & CO INC | $86.36万 | 0.43% | 7,179 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $85.62万 | 0.43% | 2,008 | -357 | -15.1% | -$15.22万 | 减仓 |
| L | LOEWS CORP | $85.17万 | 0.43% | 7,979 | -283 | -3.4% | -$3.02万 | 减仓 |
| AVGO | BROADCOM INC | $83.53万 | 0.42% | 2,699 | 139 | 5.4% | $4.30万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $83.40万 | 0.42% | 16,893 | 884 | 5.5% | $4.36万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $82.18万 | 0.41% | 1,396 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $82.07万 | 0.41% | 7,304 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $81.33万 | 0.41% | 1,409 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $77.40万 | 0.39% | 3,741 | -103 | -2.7% | -$2.13万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $76.76万 | 0.38% | 10,909 | 190 | 1.8% | $1.34万 | 加仓 |
| IJT | ISHARES TR | $75.71万 | 0.38% | 5,232 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $75.39万 | 0.38% | 5,154 | 265 | 5.4% | $3.88万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $71.64万 | 0.36% | 12,188 | -96 | -0.8% | -$5,643 | 减仓 |
| REGL | PROSHARES TR | $71.12万 | 0.36% | 8,231 | 1,468 | 21.7% | $12.68万 | 加仓 |
| GM | GENERAL MTRS CO | $69.97万 | 0.35% | 9,392 | -2,200 | -19.0% | -$16.39万 | 减仓 |
| TSLA | TESLA INC | $69.37万 | 0.35% | 1,866 | -185 | -9.0% | -$6.88万 | 减仓 |
| GEV | GE VERNOVA INC | $68.36万 | 0.34% | 783 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $67.69万 | 0.34% | 4,359 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $65.75万 | 0.33% | 2,317 | 2 | 0.1% | $568 | 加仓 |
| IJK | ISHARES TR | $63.39万 | 0.32% | 6,300 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $62.53万 | 0.31% | 11,549 | 450 | 4.1% | $2.44万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $62.11万 | 0.31% | 10,775 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $61.37万 | 0.31% | 2,029 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $61.37万 | 0.31% | 5,870 | 1,275 | 27.7% | $13.33万 | 加仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $60.40万 | 0.30% | 20,530 | 12,567 | 157.8% | $36.97万 | 加仓 |
| ORCL | ORACLE CORP | $56.92万 | 0.29% | 3,869 | 445 | 13.0% | $6.55万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.28万 | 0.28% | 11,210 | 436 | 4.0% | $2.19万 | 加仓 |
| NFLX | NETFLIX INC. | $54.52万 | 0.27% | 5,670 | 700 | 14.1% | $6.73万 | 加仓 |
| BLK | BLACKROCK INC | $52.41万 | 0.26% | 545 | 100 | 22.5% | $9.62万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $50.55万 | 0.25% | 3,153 | 512 | 19.4% | $8.21万 | 加仓 |
| BA | BOEING CO | $50.12万 | 0.25% | 2,518 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $48.45万 | 0.24% | 4,446 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $47.73万 | 0.24% | 25,526 | 1,300 | 5.4% | $2.43万 | 加仓 |
| CRWV | COREWEAVE INC | $46.82万 | 0.23% | 6,044 | 559 | 10.2% | $4.33万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $43.69万 | 0.22% | 1,867 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $42.58万 | 0.21% | 2,707 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.85万 | 0.21% | 851 | -10 | -1.2% | -$4,918 | 减仓 |
| GSK | GSK PLC | $41.41万 | 0.21% | 7,504 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $41.09万 | 0.21% | 955 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $39.13万 | 0.20% | 11,780 | 1,000 | 9.3% | $3.32万 | 加仓 |
| SRE | SEMPRA | $39.06万 | 0.20% | 4,020 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $38.86万 | 0.19% | 557 | -60 | -9.7% | -$4.19万 | 减仓 |
| SHEL | SHELL PLC | $38.76万 | 0.19% | 4,168 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES TR | $38.69万 | 0.19% | 8,925 | 2,005 | 29.0% | $8.69万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $37.84万 | 0.19% | 5,260 | -450 | -7.9% | -$3.24万 | 减仓 |
| B | BARRICK MNG CORP | $37.53万 | 0.19% | 9,200 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $35.73万 | 0.18% | 1,591 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $35.68万 | 0.18% | 1,056 | 1,056 | — | $35.68万 | 新建仓 |
| COP | CONOCOPHILLIPS | $32.35万 | 0.16% | 2,451 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $32.15万 | 0.16% | 1,765 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $31.33万 | 0.16% | 2,854 | -88 | -3.0% | -$9,659 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $30.85万 | 0.15% | 24,371 | -16,679 | -40.6% | -$21.12万 | 减仓 |
| UTL | UNITIL CORP | $30.70万 | 0.15% | 5,876 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $30.26万 | 0.15% | 1,621 | 685 | 73.2% | $12.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.36万 | 0.15% | 1,365 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $28.99万 | 0.15% | 2,556 | -172 | -6.3% | -$1.95万 | 减仓 |
| MCD | MCDONALDS CORP | $26.39万 | 0.13% | 849 | -16 | -1.8% | -$4,973 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $25.73万 | 0.13% | 2,697 | 2,697 | — | $25.73万 | 新建仓 |
| WMT | WALMART INC | $23.78万 | 0.12% | 1,913 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $23.78万 | 0.12% | 2,429 | 1 | 0.0% | $98 | 加仓 |