SIGNAL TREE FINANCIAL PARTNERS LLC
COPLEY OH · SEC CIK 0002069337
$1.32亿2026Q1 申报市值
47持仓数
71.6%前十大占比 · 第一大 18.4%
1 / 0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
SCHD 加仓+$208.36万
VB 加仓+$58.25万
VOO 加仓+$50.43万
BINC 加仓+$48.90万
RSP 加仓+$47.04万
2026Q1 卖出最多 按季末市值估算
VUSB 减仓-$164.80万
VONG 减仓-$23.71万
GOOG 减仓-$14.34万
MUB 减仓-$12.79万
SUB 减仓-$11.02万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCSH | VANGUARD SCOTTSDALE FDS | $20.52万 | 0.15% | 2,589 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $22.03万 | 0.17% | 768 | -500 | -39.4% | -$14.34万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $22.46万 | 0.17% | 4,805 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $23.16万 | 0.17% | 7,593 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $23.43万 | 0.18% | 9,334 | 9,334 | — | $23.43万 | 新建仓 |
| LLY | ELI LILLY & CO | $24.13万 | 0.18% | 262 | 1 | 0.4% | $921 | 加仓 |
| PG | PROCTER & GAMBLE CO | $24.78万 | 0.19% | 1,716 | 39 | 2.3% | $5,632 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $25.35万 | 0.19% | 5,092 | -33,102 | -86.7% | -$164.80万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $25.94万 | 0.20% | 882 | -138 | -13.5% | -$4.06万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $26.60万 | 0.20% | 2,591 | -13 | -0.5% | -$1,335 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $27.60万 | 0.21% | 1,996 | 85 | 4.4% | $1.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.99万 | 0.21% | 584 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $29.55万 | 0.22% | 3,903 | -30 | -0.8% | -$2,271 | 减仓 |
| GLD | SPDR GOLD TR | $29.60万 | 0.22% | 688 | 61 | 9.7% | $2.62万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $31.23万 | 0.24% | 2,710 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $32.87万 | 0.25% | 1,143 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $37.60万 | 0.28% | 2,216 | -100 | -4.3% | -$1.70万 | 减仓 |
| MSFT | MICROSOFT CORP | $40.42万 | 0.31% | 1,092 | -203 | -15.7% | -$7.51万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $41.02万 | 0.31% | 15,999 | -1,476 | -8.4% | -$3.78万 | 减仓 |
| ABBV | ABBVIE INC | $45.73万 | 0.35% | 2,103 | -2 | -0.1% | -$435 | 减仓 |
| VO | VANGUARD INDEX FDS | $71.48万 | 0.54% | 2,489 | -180 | -6.7% | -$5.17万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $74.14万 | 0.56% | 9,686 | -908 | -8.6% | -$6.95万 | 减仓 |
| AMZN | AMAZON COM INC | $83.41万 | 0.63% | 4,005 | -328 | -7.6% | -$6.83万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $91.83万 | 0.69% | 9,189 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $103.67万 | 0.78% | 9,451 | -2,162 | -18.6% | -$23.71万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $128.98万 | 0.97% | 16,669 | 911 | 5.8% | $7.05万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $133.04万 | 1.00% | 2,157 | -32 | -1.5% | -$1.97万 | 减仓 |
| AAPL | APPLE INC | $137.46万 | 1.04% | 5,416 | -20 | -0.4% | -$5,076 | 减仓 |
| IWM | ISHARES TR | $159.27万 | 1.20% | 6,422 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $215.80万 | 1.63% | 10,999 | -465 | -4.1% | -$9.12万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $220.04万 | 1.66% | 67,849 | 44 | 0.1% | $1,427 | 加仓 |
| MUB | ISHARES TR | $242.18万 | 1.83% | 22,815 | -1,205 | -5.0% | -$12.79万 | 减仓 |
| IXUS | ISHARES TR | $267.00万 | 2.02% | 30,818 | -134 | -0.4% | -$1.16万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $273.45万 | 2.06% | 98,187 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $285.86万 | 2.16% | 13,890 | 38 | 0.3% | $7,821 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $335.29万 | 2.53% | 71,734 | 1,339 | 1.9% | $6.26万 | 加仓 |
| SUB | ISHARES TR | $356.13万 | 2.69% | 33,439 | -1,035 | -3.0% | -$11.02万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $365.05万 | 2.76% | 11,379 | -123 | -1.1% | -$3.95万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $368.08万 | 2.78% | 44,481 | 1,526 | 3.6% | $12.63万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $423.98万 | 3.20% | 54,073 | 1,480 | 2.8% | $11.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $454.33万 | 3.43% | 84,058 | 1,702 | 2.1% | $9.20万 | 加仓 |
| VB | VANGUARD INDEX FDS | $686.91万 | 5.19% | 26,226 | 2,224 | 9.3% | $58.25万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $711.83万 | 5.37% | 37,090 | 2,451 | 7.1% | $47.04万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $741.76万 | 5.60% | 241,773 | 67,914 | 39.1% | $208.36万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,116.14万 | 8.43% | 214,932 | 9,416 | 4.6% | $48.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,184.94万 | 16.49% | 340,970 | 6,641 | 2.0% | $42.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,433.83万 | 18.37% | 40,730 | 844 | 2.1% | $50.43万 | 加仓 |