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Signature Wealth Management Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

Signature Wealth Management Partners, LLC

No.6907 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.14亿
环比变动 Q1 2026
+$1,508.5万+7.6%
持仓股票数
121
新买入
11
加仓
27
减仓
45
清仓
6
持股不变
38
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Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕·S&PIVE
10.43%10.25%$2,236.1万9.8万股$2,044.3万9.7万股+1,663股+1.72%加仓
苹果AAPL
7.31%6.83%$1,568.7万5.4万股$1,361.9万5.4万股+553股+1.03%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
7.23%5.64%$1,551.5万6.2万股$1,125.4万6.2万股-518股-0.84%减仓
J摩根大通交易所交易基金JEPI
6.45%7.05%$1,383.9万24.5万股$1,406.0万24.8万股-3,044股-1.23%减仓
J骏利亨德森JAAA
6.29%8.08%$1,348.5万26.7万股$1,611.6万32.0万股-5.3万股-16.53%减仓
IiShares安硕信托IVW
5.52%6.71%$1,183.7万8.6万股$1,338.2万11.8万股-3.2万股-27.25%减仓
AMETEK COMAME
3.83%3.65%$821.4万3.4万股$727.8万3.4万股00.00%持仓不变
SSPDR标普500 ETFSPY
2.43%2.27%$520.5万6,970股$453.5万6,974股-4股-0.06%减仓
亚马逊AMZN
2.41%2.26%$516.5万2.2万股$451.5万2.2万股-8股-0.04%减仓
谷歌AGOOGL
2.26%1.96%$485.5万1.4万股$391.7万1.4万股-35股-0.26%减仓
微软MSFT
2.14%2.2%$458.5万1.2万股$438.0万1.2万股+458股+3.87%加仓
摩根大通JPM
2.07%2%$443.9万1.4万股$398.1万1.4万股+28股+0.21%加仓
英伟达NVDA
1.68%1.59%$361.2万1.8万股$316.7万1.8万股-109股-0.60%减仓
Meta平台META
1.57%1.73%$336.7万5,977股$344.8万6,027股-50股-0.83%减仓
强生JNJ
1.47%1.54%$314.4万1.2万股$306.3万1.3万股-150股-1.20%减仓
B纽约梅隆银行BK
1.44%1.27%$309.0万2.1万股$253.5万2.1万股00.00%持仓不变
CrowdStrikeCRWD
1.22%0.67%$262.1万3,435股$134.4万3,442股-7股-0.20%减仓
IiShares安硕信托IVV
1.21%1.16%$260.1万3,473股$230.3万3,526股-53股-1.50%减仓
AAlphabet Inc Class CGOOG
1.05%0.92%$226.2万6,401股$183.8万6,409股-8股-0.12%减仓
B贝莱德ETF信托DYNF
0.88%0.62%$189.2万2.8万股$124.3万2.1万股+6,465股+30.27%加仓
伯克希尔哈撒韦BRK.B
0.82%0.81%$175.7万3,511股$162.3万3,386股+125股+3.69%加仓
SSPDR行业精选信托XLK
0.78%0.59%$168.0万8,816股$117.2万8,816股00.00%持仓不变
IiShares安硕信托ITOT
0.78%0.71%$166.9万1.0万股$142.1万9,979股+181股+1.81%加仓
雷神技术RTX
0.78%0.92%$166.7万8,786股$183.9万9,536股-750股-7.86%减仓
高盛GS
0.73%0.66%$156.5万1,547股$130.9万1,547股00.00%持仓不变
PHILIP MORRIS INTLPM
0.73%0.72%$156.3万8,640股$142.8万8,639股+1股+0.01%加仓
N新纪元能源NEE
0.71%0.81%$152.8万1.7万股$162.2万1.7万股-57股-0.33%减仓
PUBLIC SVC ENTERPRISE COMPEG
0.71%0.79%$152.8万1.9万股$156.8万1.9万股-543股-2.80%减仓
B贝莱德·ETF TRUST IIBINC
0.7%0.69%$150.5万2.9万股$136.7万2.6万股+2,420股+9.19%加仓
多佛DOV
0.69%0.7%$147.0万6,554股$139.0万6,668股-114股-1.71%减仓
IiShares安硕·BIOTECHNOLOGYIBB
0.67%0.65%$144.7万7,606股$129.3万7,655股-49股-0.64%减仓
SSPDR行业精选信托XLE
0.63%0.79%$134.2万2.5万股$157.4万2.6万股-426股-1.66%减仓
纽蒙特NEM
0.58%0.73%$124.5万1.3万股$144.8万1.3万股-54股-0.40%减仓
迪尔DE
0.58%0.65%$123.8万1,951股$129.1万2,291股-340股-14.84%减仓
SSPDR道富系列信托HYMB
0.58%0.73%$123.5万4.9万股$145.3万5.9万股-1.0万股-17.14%减仓
礼来LLY
0.57%0.47%$122.8万1,024股$93.7万1,019股+5股+0.49%加仓
美光科技MU
0.56%0.18%$121.0万1,048股$35.7万1,056股-8股-0.76%减仓
IIBMIBM
0.53%0.49%$114.1万4,057股$98.3万4,055股+2股+0.05%加仓
博通AVGO
0.49%0.42%$104.2万2,757股$83.5万2,699股+58股+2.15%加仓
PALO ALTOPANW
0.47%0.25%$101.8万2,985股$50.5万3,153股-168股-5.33%减仓
AAT&TT
0.47%0.76%$100.2万4.8万股$150.6万5.2万股-3,528股-6.79%减仓
ALTRIAMO
0.46%0.45%$98.2万1.4万股$90.0万1.4万股+1股+0.01%加仓
IiShares安硕·RUSSELLIWF
0.45%0.43%$97.1万7,820股$85.6万2,008股+5,812股+289.44%加仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
0.44%0.38%$93.4万5,232股$75.7万5,232股00.00%持仓不变
默沙东MRK
0.43%0.43%$92.3万7,180股$86.4万7,179股+1股+0.01%加仓
LoewsL
0.42%0.43%$90.3万7,979股$85.2万7,979股00.00%持仓不变
F富达·GREENWOOD STREET TRFHEQ
0.41%0.3%$88.4万2.7万股$60.4万2.1万股+6,327股+30.82%加仓
SSPDR行业精选信托XLF
0.41%0.42%$87.6万1.6万股$83.4万1.7万股-555股-3.29%减仓
GE航空GE
0.4%0.33%$86.7万2,320股$65.7万2,317股+3股+0.13%加仓
GE VernovaGEV
0.4%0.34%$86.1万733股$68.4万783股-50股-6.39%减仓

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