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 |
|---|---|---|---|---|---|---|---|---|
| TSN | TYSON FOODS INC | $6,412 | 0.00% | 112 | 17 | 17.9% | $973 | 加仓 |
| THG | HANOVER INS GROUP INC | $6,424 | 0.00% | 30 | 26 | 650.0% | $5,567 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $6,428 | 0.00% | 401 | 57 | 16.6% | $914 | 加仓 |
| MUSA | MURPHY USA INC | $6,466 | 0.00% | 12 | 12 | — | $6,466 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $6,479 | 0.00% | 690 | -512 | -42.6% | -$4,808 | 减仓 |
| JBL | JABIL INC | $6,554 | 0.00% | 17 | 5 | 41.7% | $1,928 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $6,597 | 0.00% | 35 | 30 | 600.0% | $5,655 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $6,662 | 0.00% | 20 | 5 | 33.3% | $1,666 | 加仓 |
| VEEV | VEEVA SYS INC | $6,744 | 0.00% | 38 | -13 | -25.5% | -$2,307 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $6,804 | 0.00% | 65 | 65 | — | $6,804 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $6,837 | 0.00% | 135 | 1 | 0.7% | $51 | 加仓 |
| E | ENI SPA | $6,842 | 0.00% | 146 | 29 | 24.8% | $1,359 | 加仓 |
| CGNX | COGNEX CORP | $6,880 | 0.00% | 95 | -32 | -25.2% | -$2,317 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $6,881 | 0.00% | 84 | -105 | -55.6% | -$8,601 | 减仓 |
| ANGL | VANECK ETF TRUST | $6,930 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $7,012 | 0.00% | 134 | 35 | 35.4% | $1,831 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $7,027 | 0.00% | 25 | -22 | -46.8% | -$6,184 | 减仓 |
| SYY | SYSCO CORP | $7,047 | 0.00% | 84 | -2,146 | -96.2% | -$18.00万 | 减仓 |
| CMBS | ISHARES TR | $7,054 | 0.00% | 145 | -153 | -51.3% | -$7,443 | 减仓 |
| ALB | ALBEMARLE CORP | $7,168 | 0.00% | 53 | -57 | -51.8% | -$7,709 | 减仓 |
| INSP | INSPIRE MED SYS INC | $7,227 | 0.00% | 162 | 71 | 78.0% | $3,167 | 重新持有 |
| CHDN | CHURCHILL DOWNS INC | $7,262 | 0.00% | 81 | 79 | 3,950.0% | $7,083 | 加仓 |
| G | GENPACT LIMITED | $7,287 | 0.00% | 265 | -69 | -20.7% | -$1,897 | 减仓 |
| LH | LABCORP HOLDINGS INC | $7,298 | 0.00% | 26 | 10 | 62.5% | $2,807 | 加仓 |
| SMIG | ETF SER SOLUTIONS | $7,317 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $7,341 | 0.00% | 178 | 27 | 17.9% | $1,114 | 加仓 |
| MGC | VANGUARD WORLD FD | $7,343 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $7,345 | 0.00% | 71 | 12 | 20.3% | $1,241 | 加仓 |
| RELX | RELX PLC | $7,347 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD | $7,438 | 0.00% | 221 | -18 | -7.5% | -$606 | 减仓 |
| ICVT | ISHARES TR | $7,445 | 0.00% | 61 | 4 | 7.0% | $488 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $7,471 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $7,494 | 0.00% | 154 | 60 | 63.8% | $2,920 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7,529 | 0.00% | 45 | -35 | -43.8% | -$5,856 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $7,552 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $7,561 | 0.00% | 43 | 33 | 330.0% | $5,803 | 加仓 |
| SEIC | SEI INVTS CO | $7,599 | 0.00% | 87 | -1 | -1.1% | -$87 | 减仓 |
| TMFC | RBB FD INC | $7,616 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $7,647 | 0.00% | 342 | 47 | 15.9% | $1,051 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7,705 | 0.00% | 92 | 92 | — | $7,705 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $7,742 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $7,751 | 0.00% | 84 | -1,006 | -92.3% | -$9.28万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $7,764 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC | $7,785 | 0.00% | 74 | 7 | 10.4% | $736 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $7,825 | 0.00% | 164 | 154 | 1,540.0% | $7,348 | 加仓 |
| DABS | DOUBLELINE ETF TRUST | $7,868 | 0.00% | 155 | 2 | 1.3% | $102 | 加仓 |
| DINO | HF SINCLAIR CORP | $7,873 | 0.00% | 113 | -94 | -45.4% | -$6,549 | 减仓 |
| CACI | CACI INTL INC | $7,875 | 0.00% | 17 | -2 | -10.5% | -$926 | 减仓 |
| KEY | KEYCORP | $7,929 | 0.00% | 344 | 301 | 700.0% | $6,938 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $7,932 | 0.00% | 32 | -99 | -75.6% | -$2.45万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $8,015 | 0.00% | 170 | 164 | 2,733.3% | $7,732 | 重新持有 |
| IP | INTERNATIONAL PAPER CO | $8,039 | 0.00% | 211 | 116 | 122.1% | $4,420 | 加仓 |
| COTY | COTY INC | $8,044 | 0.00% | 3,724 | 65 | 1.8% | $140 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $8,060 | 0.00% | 53 | 6 | 12.8% | $912 | 加仓 |
| HAL | HALLIBURTON CO | $8,159 | 0.00% | 240 | -20 | -7.7% | -$680 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $8,160 | 0.00% | 103 | 34 | 49.3% | $2,694 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $8,160 | 0.00% | 6 | 3 | 100.0% | $4,080 | 加仓 |
| KMPR | KEMPER CORP | $8,169 | 0.00% | 303 | 303 | — | $8,169 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $8,190 | 0.00% | 145 | -8 | -5.2% | -$452 | 减仓 |
| SOBO | SOUTH BOW CORP | $8,192 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $8,195 | 0.00% | 100 | -85 | -45.9% | -$6,966 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $8,211 | 0.00% | 308 | 31 | 11.2% | $826 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $8,291 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $8,330 | 0.00% | 31 | -19 | -38.0% | -$5,105 | 减仓 |
| FOXA | FOX CORP | $8,383 | 0.00% | 161 | 5 | 3.2% | $260 | 加仓 |
| ATO | ATMOS ENERGY CORP | $8,389 | 0.00% | 49 | -25 | -33.8% | -$4,280 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $8,404 | 0.00% | 38 | -83 | -68.6% | -$1.84万 | 减仓 |
| DEO | DIAGEO PLC | $8,440 | 0.00% | 105 | -71 | -40.3% | -$5,707 | 减仓 |
| TLN | TALEN ENERGY CORP | $8,454 | 0.00% | 22 | -15 | -40.5% | -$5,764 | 减仓 |
| SJNK | SPDR SERIES TRUST | $8,545 | 0.00% | 341 | 34 | 11.1% | $852 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $8,581 | 0.00% | 10 | -30 | -75.0% | -$2.57万 | 减仓 |
| VV | VANGUARD INDEX FDS | $8,598 | 0.00% | 25 | 1 | 4.2% | $344 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $8,611 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $8,629 | 0.00% | 196 | 128 | 188.2% | $5,635 | 加仓 |
| SNY | SANOFI SA | $8,660 | 0.00% | 203 | 32 | 18.7% | $1,365 | 加仓 |
| COHR | COHERENT CORP | $8,678 | 0.00% | 22 | -22 | -50.0% | -$8,678 | 减仓 |
| HCA | HCA HEALTHCARE INC | $8,684 | 0.00% | 22 | -1 | -4.3% | -$395 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $8,693 | 0.00% | 70 | 70 | — | $8,693 | 新建仓 |
| GSK | GSK PLC | $8,702 | 0.00% | 166 | -2,330 | -93.3% | -$12.21万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $8,734 | 0.00% | 202 | 15 | 8.0% | $649 | 加仓 |
| ALC | ALCON AG | $8,760 | 0.00% | 131 | -31 | -19.1% | -$2,073 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $8,774 | 0.00% | 66 | 12 | 22.2% | $1,595 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $8,812 | 0.00% | 82 | 79 | 2,633.3% | $8,490 | 加仓 |
| ATRC | ATRICURE INC | $8,814 | 0.00% | 315 | 315 | — | $8,814 | 新建仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $8,835 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| BYLD | ISHARES TR | $8,856 | 0.00% | 391 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $8,917 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $8,962 | 0.00% | 100 | -77 | -43.5% | -$6,901 | 减仓 |
| WWD | WOODWARD INC | $8,967 | 0.00% | 21 | 12 | 133.3% | $5,124 | 加仓 |
| TEX | TEREX CORP NEW | $8,976 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $9,062 | 0.00% | 121 | 121 | — | $9,062 | 新建仓 |
| MDB | MONGODB INC | $9,069 | 0.00% | 27 | -13 | -32.5% | -$4,367 | 减仓 |
| SANM | SANMINA CORP | $9,111 | 0.00% | 36 | -67 | -65.0% | -$1.70万 | 减仓 |
| SHY | ISHARES TR | $9,114 | 0.00% | 111 | -44 | -28.4% | -$3,613 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $9,161 | 0.00% | 43 | 1 | 2.4% | $213 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $9,167 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $9,243 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB STRATEGIC TR | $9,257 | 0.00% | 296 | -157 | -34.7% | -$4,910 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $9,335 | 0.00% | 1,151 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $9,373 | 0.00% | 23 | 0 | 0.0% | — | 不变 |