SIGNAL TREE FINANCIAL PARTNERS LLC
COPLEY OH · SEC CIK 0002069337
$1.51亿2026Q2 申报市值
53持仓数
71.7%前十大占比 · 第一大 19.2%
5 / 1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
VOO 加仓+$105.70万
VEA 加仓+$74.17万
BINC 加仓+$67.69万
VB 加仓+$45.07万
SCHD 加仓+$42.78万
2026Q2 卖出最多 按季末市值估算
VCSH 清仓-$20.52万
VXF 减仓-$12.43万
AMZN 减仓-$4.34万
VONG 减仓-$3.27万
VTV 减仓-$3.09万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,903.10万 | 19.24% | 42,269 | 1,539 | 3.8% | $105.70万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,503.59万 | 16.59% | 351,380 | 10,410 | 3.1% | $74.17万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,192.64万 | 7.90% | 227,864 | 12,932 | 6.0% | $67.69万 | 加仓 |
| VB | VANGUARD INDEX FDS | $840.04万 | 5.57% | 27,713 | 1,487 | 5.7% | $45.07万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $809.45万 | 5.36% | 255,265 | 13,492 | 5.6% | $42.78万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $806.87万 | 5.35% | 37,922 | 832 | 2.2% | $17.70万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $512.37万 | 3.40% | 85,839 | 1,781 | 2.1% | $10.63万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $443.10万 | 2.94% | 56,873 | 2,800 | 5.2% | $21.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $418.32万 | 2.77% | 11,305 | -74 | -0.7% | -$2.74万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $393.31万 | 2.61% | 47,588 | 3,107 | 7.0% | $25.68万 | 加仓 |
| SUB | ISHARES TR | $353.11万 | 2.34% | 33,165 | -274 | -0.8% | -$2.92万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $351.14万 | 2.33% | 72,972 | 1,238 | 1.7% | $5.96万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $329.56万 | 2.18% | 13,385 | -505 | -3.6% | -$12.43万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $305.36万 | 2.02% | 98,187 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $293.50万 | 1.95% | 30,753 | -65 | -0.2% | -$6,204 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $261.90万 | 1.74% | 68,812 | 963 | 1.4% | $3.67万 | 加仓 |
| MUB | ISHARES TR | $245.53万 | 1.63% | 22,815 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $236.61万 | 1.57% | 10,857 | -142 | -1.3% | -$3.09万 | 减仓 |
| IWM | ISHARES TR | $190.70万 | 1.26% | 6,347 | -75 | -1.2% | -$2.25万 | 减仓 |
| AAPL | APPLE INC | $156.73万 | 1.04% | 5,416 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $151.57万 | 1.00% | 2,155 | -2 | -0.1% | -$1,407 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $141.67万 | 0.94% | 18,343 | 1,674 | 10.0% | $12.93万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $117.52万 | 0.78% | 9,195 | -256 | -2.7% | -$3.27万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $92.78万 | 0.61% | 9,189 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $91.12万 | 0.60% | 3,823 | -182 | -4.5% | -$4.34万 | 减仓 |
| VO | VANGUARD INDEX FDS | $87.03万 | 0.58% | 10,802 | 846 | 8.5% | $6.82万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $82.27万 | 0.55% | 9,362 | -324 | -3.3% | -$2.85万 | 减仓 |
| ABBV | ABBVIE INC | $52.96万 | 0.35% | 2,105 | 2 | 0.1% | $503 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $47.09万 | 0.31% | 15,999 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $46.04万 | 0.31% | 1,234 | 142 | 13.0% | $5.30万 | 加仓 |
| GOOGL | ALPHABET INC | $43.56万 | 0.29% | 1,219 | 76 | 6.6% | $2.72万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $34.96万 | 0.23% | 2,710 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $32.97万 | 0.22% | 3,849 | -54 | -1.4% | -$4,626 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $31.65万 | 0.21% | 2,017 | 21 | 1.1% | $3,296 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $31.57万 | 0.21% | 10,900 | 1,566 | 16.8% | $4.54万 | 加仓 |
| LLY | ELI LILLY & CO | $31.46万 | 0.21% | 262 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $30.68万 | 0.20% | 4,805 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $30.30万 | 0.20% | 2,216 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $28.87万 | 0.19% | 882 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.22万 | 0.19% | 564 | -20 | -3.4% | -$1.00万 | 减仓 |
| GOOG | ALPHABET INC | $27.14万 | 0.18% | 768 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $26.43万 | 0.18% | 7,593 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $26.17万 | 0.17% | 5,257 | 165 | 3.2% | $8,213 | 加仓 |
| GE | GE AEROSPACE | $25.81万 | 0.17% | 691 | -25 | -3.5% | -$9,337 | 重新持有 |
| GLD | SPDR GOLD TR | $25.34万 | 0.17% | 688 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $24.34万 | 0.16% | 1,660 | -56 | -3.3% | -$8,210 | 减仓 |
| ABT | ABBOTT LABORATORIES | $23.62万 | 0.16% | 2,603 | 12 | 0.5% | $1,089 | 加仓 |
| GEV | GE VERNOVA INC | $23.61万 | 0.16% | 201 | 201 | — | $23.61万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.33万 | 0.15% | 6,182 | 6,182 | — | $22.33万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.98万 | 0.14% | 281 | 281 | — | $20.98万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.76万 | 0.14% | 927 | 0 | 0.0% | — | 重新持有 |
| CHD | CHURCH & DWIGHT CO INC | $20.34万 | 0.13% | 2,100 | 2,100 | — | $20.34万 | 新建仓 |
| HD | HOME DEPOT INC | $20.28万 | 0.13% | 575 | 575 | — | $20.28万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,589 | -100.0% | -$20.52万 | 清仓 |