Signature Equity Partners, LLC
COLUMBUS OH · SEC CIK 0002109813
$2.18亿2026Q2 申报市值
1,571持仓数
24.2%前十大占比 · 第一大 4.5%
153 / 158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
FWD 新建仓+$339.21万
AAPL 加仓+$197.26万
AMZN 加仓+$141.93万
LALT 加仓+$141.76万
JIVE 加仓+$139.46万
2026Q2 卖出最多 按季末市值估算
TCAF 减仓-$166.53万
XLE 减仓-$146.94万
GVAL 减仓-$120.79万
SPY 减仓-$106.11万
MGNR 减仓-$72.80万
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 |
|---|---|---|---|---|---|---|---|---|
| AES | AES CORP | $469 | 0.00% | 32 | -331 | -91.2% | -$4,851 | 减仓 |
| HLNE | HAMILTON LANE INC | $473 | 0.00% | 6 | 6 | — | $473 | 新建仓 |
| SYLD | CAMBRIA ETF TR | $475 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ANDE | ANDERSONS INC | $479 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $479 | 0.00% | 20 | 5 | 33.3% | $120 | 加仓 |
| RBRK | RUBRIK INC. | $482 | 0.00% | 6 | 6 | — | $482 | 新建仓 |
| CROX | CROCS INC | $483 | 0.00% | 4 | -121 | -96.8% | -$1.46万 | 减仓 |
| IMCG | ISHARES TR | $492 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $493 | 0.00% | 3 | 1 | 50.0% | $164 | 加仓 |
| VRNS | VARONIS SYS INC | $504 | 0.00% | 12 | 6 | 100.0% | $252 | 重新持有 |
| MARA | MARA HOLDINGS INC | $514 | 0.00% | 37 | 37 | — | $514 | 新建仓 |
| HUBB | HUBBELL INC | $523 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $526 | 0.00% | 36 | 11 | 44.0% | $161 | 加仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $527 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $531 | 0.00% | 11 | 4 | 57.1% | $193 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $534 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE & SOFFA INDS INC | $535 | 0.00% | 4 | 4 | — | $535 | 新建仓 |
| FIVE | FIVE BELOW INC | $539 | 0.00% | 3 | 3 | — | $539 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $545 | 0.00% | 26 | -103 | -79.8% | -$2,159 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $555 | 0.00% | 5 | -1 | -16.7% | -$111 | 减仓 |
| MTG | MGIC INVT CORP WIS | $564 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $586 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $591 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP | $604 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $605 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $612 | 0.00% | 12 | 6 | 100.0% | $306 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC | $619 | 0.00% | 41 | 41 | — | $619 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $620 | 0.00% | 6 | 1 | 20.0% | $103 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $627 | 0.00% | 6 | -1 | -14.3% | -$104 | 减仓 |
| CAVA | CAVA GROUP INC | $628 | 0.00% | 8 | 3 | 60.0% | $236 | 加仓 |
| U | UNITY SOFTWARE INC | $629 | 0.00% | 22 | 10 | 83.3% | $286 | 加仓 |
| LCII | LCI INDS | $635 | 0.00% | 6 | 6 | — | $635 | 新建仓 |
| MHO | M/I HOMES INC | $643 | 0.00% | 4 | 1 | 33.3% | $161 | 加仓 |
| POOL | POOL CORP | $645 | 0.00% | 3 | 1 | 50.0% | $215 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $646 | 0.00% | 9 | -75 | -89.3% | -$5,383 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $649 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A | $651 | 0.00% | 92 | 18 | 24.3% | $127 | 加仓 |
| DOCU | DOCUSIGN INC | $666 | 0.00% | 15 | 6 | 66.7% | $266 | 加仓 |
| TOST | TOAST INC | $668 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $674 | 0.00% | 18 | 18 | — | $674 | 新建仓 |
| PSA | PUBLIC STORAGE | $675 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $677 | 0.00% | 24 | -42 | -63.6% | -$1,185 | 减仓 |
| L | LOEWS CORP | $679 | 0.00% | 6 | 1 | 20.0% | $113 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $684 | 0.00% | 9 | 2 | 28.6% | $152 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $685 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $686 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $689 | 0.00% | 9 | -9 | -50.0% | -$689 | 减仓 |
| LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $690 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $696 | 0.00% | 5 | 2 | 66.7% | $278 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $698 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $700 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $707 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $709 | 0.00% | 2 | -2 | -50.0% | -$709 | 减仓 |
| SXI | STANDEX INTL CORP | $715 | 0.00% | 2 | 1 | 100.0% | $358 | 加仓 |
| BKE | BUCKLE INC | $717 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $730 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC | $734 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AAT | AMERICAN ASSETS TR INC | $741 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $743 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $746 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $749 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $749 | 0.00% | 29 | -6 | -17.1% | -$155 | 重新持有 |
| WAT | WATERS CORP | $750 | 0.00% | 2 | 2 | — | $750 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $755 | 0.00% | 9 | -67 | -88.2% | -$5,621 | 减仓 |
| BDX | BECTON DICKINSON & CO | $757 | 0.00% | 5 | -3 | -37.5% | -$454 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $761 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $764 | 0.00% | 10 | 2 | 25.0% | $153 | 加仓 |
| VRSN | VERISIGN INC | $766 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $767 | 0.00% | 9 | 9 | — | $767 | 新建仓 |
| PNR | PENTAIR PLC | $767 | 0.00% | 10 | -66 | -86.8% | -$5,062 | 重新持有 |
| DOC | HEALTHPEAK PROPERTIES INC | $770 | 0.00% | 36 | 36 | — | $770 | 新建仓 |
| OGS | ONE GAS INC | $771 | 0.00% | 10 | 2 | 25.0% | $154 | 加仓 |
| RACE | FERRARI N V | $779 | 0.00% | 2 | -3 | -60.0% | -$1,168 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $784 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION | $791 | 0.00% | 30 | -6 | -16.7% | -$158 | 减仓 |
| FTAI | FTAI AVIATION LTD | $812 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $814 | 0.00% | 6 | -16 | -72.7% | -$2,171 | 减仓 |
| FPI | FARMLAND PARTNERS INC | $814 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $819 | 0.00% | 6 | -7 | -53.8% | -$956 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $822 | 0.00% | 8 | -13 | -61.9% | -$1,336 | 减仓 |
| TXT | TEXTRON INC | $826 | 0.00% | 9 | -100 | -91.7% | -$9,178 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $827 | 0.00% | 7 | 2 | 40.0% | $236 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $861 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO | $874 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $874 | 0.00% | 3 | 3 | — | $874 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $875 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $878 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $882 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $887 | 0.00% | 17 | 10 | 142.9% | $522 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $894 | 0.00% | 23 | -2 | -8.0% | -$78 | 减仓 |
| — | CANOPY GROWTH CORPORATION | $898 | 0.00% | 945 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $900 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $900 | 0.00% | 18 | 10 | 125.0% | $500 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $907 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $907 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $910 | 0.00% | 13 | -8 | -38.1% | -$560 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $911 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $934 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $940 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $950 | 0.00% | 26 | 26 | — | $950 | 新建仓 |