13FBOX
Signature Wealth Management Group · 13F 持仓分析
期权收益计算器 机构排行

Signature Wealth Management Group

No.6208 数据截至 2026Q1
最新持仓市值 (Q1 2026)
$2.63亿
环比变动 Q4 2025
+$1,809.5万+7.4%
持仓股票数
128
新买入
29
加仓
34
减仓
49
清仓
7
持股不变
16
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q1 2026 市值Q1 2026 股数上季度市值上季度股数股数变动操作
南方电力SO
4.46%4.31%$1,174.0万12.2万股$1,056.4万12.1万股+490股+0.40%加仓
金佰利KMB
2.91%1.39%$766.8万7.9万股$339.8万3.4万股+4.6万股+136.02%加仓
VALERO ENERGY COMVLO
2.7%1.94%$710.1万2.9万股$475.2万2.9万股-451股-1.55%减仓
V先锋领航债券指数基金VUSB
2.68%2.92%$706.5万14.2万股$717.0万14.4万股-1,945股-1.35%减仓
强生JNJ
2.57%2.36%$676.3万2.8万股$579.8万2.8万股-348股-1.24%减仓
IiShares安硕信托IBDS
2.39%2.58%$630.1万26.0万股$632.1万26.0万股-392股-0.15%减仓
威廉姆斯WMB
2.31%2.07%$609.7万8.4万股$507.9万8.4万股-725股-0.86%减仓
微软MSFT
2.3%2.33%$605.7万1.6万股$572.0万1.2万股+4,536股+38.36%加仓
雪佛龙CVX
2.2%1.75%$578.8万2.8万股$429.2万2.8万股-185股-0.66%减仓
英伟达NVDA
2.2%1.38%$578.5万3.3万股$339.6万1.8万股+1.5万股+82.14%加仓
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
2.17%2.35%$571.7万24.6万股$575.9万24.6万股-286股-0.12%减仓
IiShares安硕信托IBDR
2.14%2.32%$562.7万23.2万股$568.8万23.5万股-2,609股-1.11%减仓
IiShares安硕信托IBDT
2.11%2.28%$556.3万22.0万股$560.2万22.0万股-422股-0.19%减仓
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
2.06%2.23%$543.0万24.8万股$548.2万24.8万股-298股-0.12%减仓
思科CSCO
2.04%2.2%$537.7万6.9万股$538.5万7.0万股-612股-0.88%减仓
艾伯维ABBV
2%2.24%$525.9万2.4万股$549.2万2.4万股+147股+0.61%加仓
宝洁PG
2%1.74%$525.6万3.6万股$427.5万3.0万股+6,556股+21.98%加仓
HERSHEY COMHSY
1.97%1.85%$518.1万2.5万股$452.6万2.5万股+50股+0.20%加仓
百时美施贵宝BMY
1.93%1.84%$508.1万8.4万股$450.5万8.4万股+244股+0.29%加仓
REALTY INCOME COMO
1.87%1.84%$491.4万8.0万股$450.5万8.0万股+411股+0.51%加仓
AAlphabet Inc Class CGOOG
1.71%1.44%$449.7万1.6万股$353.1万1.1万股+4,423股+39.31%加仓
辉瑞PFE
1.7%1.62%$447.4万15.9万股$397.5万16.0万股-308股-0.19%减仓
亚马逊AMZN
1.67%1.63%$441.0万2.1万股$400.8万1.7万股+3,811股+21.95%加仓
IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW
1.67%1.82%$440.6万21.1万股$446.5万21.1万股-590股-0.28%减仓
百事可乐PEP
1.67%1.64%$440.4万2.8万股$402.0万2.8万股+349股+1.25%加仓
LAMAR ADVERTISINGLAMR
1.64%1.76%$431.5万3.4万股$432.3万3.4万股-86股-0.25%减仓
IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX
1.63%1.72%$429.5万17.0万股$423.1万16.6万股+4,264股+2.57%加仓
Truist金融TFC
1.57%1.82%$413.9万9.0万股$445.8万9.1万股-569股-0.63%减仓
TARGET COMTGT
1.53%1.3%$401.7万3.3万股$319.7万3.3万股+443股+1.35%加仓
GAMING &LEISURE PGLPI
1.47%1.6%$388.1万8.7万股$391.9万8.8万股-238股-0.27%减仓
德州仪器TXN
1.43%1.36%$375.4万1.9万股$332.9万1.9万股+148股+0.77%加仓
IIshares Trust Ibonds Dec 2031 Term Treasury EtfIBTL
1.41%$370.2万18.1万股$00股+18.1万股新买入
家得宝HD
1.27%1.96%$333.4万1.0万股$480.3万1.4万股-3,822股-27.38%减仓
联合包裹UPSUPS
1.2%1.3%$316.9万3.2万股$317.7万3.2万股+183股+0.57%加仓
PAYCHEX COMPAYX
1.18%1.51%$310.6万3.4万股$370.3万3.3万股+708股+2.15%加仓
苹果AAPL
1.14%1.22%$299.6万1.2万股$299.5万1.1万股+789股+7.16%加仓
IiShares安硕信托IBDY
1.03%1.12%$271.7万10.5万股$274.1万10.5万股+248股+0.24%加仓
IiShares安硕信托TLT
0.93%1.04%$244.2万2.8万股$254.9万2.9万股-1,072股-3.67%减仓
GENERAL MILLS COMGIS
0.89%1.16%$234.7万6.3万股$285.3万6.1万股+1,693股+2.76%加仓
台积电TSM
0.87%$230.2万6,813股$00股+6,813股新买入
I景顺交易所交易基金IIBAB
0.83%0.9%$219.4万8.1万股$219.6万8.1万股+615股+0.76%加仓
IIBMIBM
0.77%1.02%$203.6万8,399股$250.0万8,440股-41股-0.49%减仓
麦当劳MCD
0.65%0.09%$170.4万5,484股$22.6万740股+4,744股+641.08%加仓
BBITWISE BITCOIN ETF TRBITB
0.64%0.69%$167.3万4.5万股$168.4万3.5万股+1.0万股+28.36%加仓
波音BA
0.63%$165.9万8,335股$00股+8,335股新买入
IiShares安硕信托IBDZ
0.63%$164.8万6.3万股$00股+6.3万股新买入
实耐宝SNA
0.62%0.63%$162.6万4,476股$154.0万4,468股+8股+0.18%加仓
加拿大太平洋堪萨斯城铁路CP
0.59%$155.0万2.0万股$00股+2.0万股新买入
德康医疗DXCM
0.57%$149.0万2.4万股$00股+2.4万股新买入
VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF
0.55%0.57%$144.6万8.2万股$139.6万7.9万股+3,413股+4.32%加仓

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