SW

Signature Wealth Management Group

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$2.6億

申報季度: 2026-03-31 · 持股檔數: 128

Signature Wealth Management Group在最新一期 13F 報告中揭露了 128 項持股，申報期為 2026-03-31，總持股市值約為 US$2.6億，季度換手率為 33.5%。

機構性格雪花圖

集中度
6.66
持倉穩定性
33.53
動能／逆勢
100
產業集中度
38.8
多樣化
100
倉位均衡度
89.33

近期動向

  • 減碼 DIVO

    -90.1%　-US$425.2萬

  • 加碼 KMB

    +136.0%　US$427.0萬

  • 加碼 NVDA

    +82.1%　US$238.8萬

  • 減碼 AXP

    -60.3%　-US$196.2萬

  • 加碼 VLO

    -1.5%　US$234.9萬

  • 減碼 INTU

    -77.6%　-US$184.6萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1SOSouthern Co/the股票-公用事業4.46%+0.15%+0.40%
2KMBKimberly-clark CORP股票-非循環性消費2.91%+1.52%+136.02%
3VLOValero Energy CORP股票-能源2.70%+0.76%-1.55%
4VUSBVanguard Ultra Short Bond EtETF-其他2.68%—-1.35%
5JNJJohnson & Johnson股票-醫療保健2.57%+0.21%-1.24%
6IBDSIshrs Ibnds Dec 27 CORP ETFETF-其他2.39%—-0.15%
7WMBWilliams Cos INC股票-能源2.31%+0.25%-0.86%
8MSFTMicrosoft CORP股票-科技2.30%—+38.36%
9CVXChevron CORP股票-能源2.20%+0.45%-0.66%
10NVDANvidia CORP股票-科技2.20%+0.82%+82.14%
11IBDUIshares Ibonds Dec 2029 TermETF-其他2.17%—-0.12%
12IBDRIshares Ibonds Dec 2026 TermETF-其他2.14%—-1.11%
13IBDTIshares Ibonds Dec 2028 ETFETF-其他2.11%—-0.19%
14IBDVIshares Ibonds Dec 2030 CORPETF-其他2.06%—-0.12%
15CSCOCisco Systems INC股票-科技2.04%—-0.88%
16ABBVAbbvie INC股票-醫療保健2.00%—+0.61%
17PGProcter & Gamble Co/the股票-非循環性消費2.00%+0.26%+21.98%
18HSYHershey Co/the股票-非循環性消費1.97%+0.12%+0.20%
19BMYBristol-myers Squibb Co股票-醫療保健1.93%—+0.29%
20ORealty Income CORP股票-房地產1.87%—+0.51%
21GOOGAlphabet Inc-cl C股票-通訊服務1.71%+0.27%+39.31%
22PFEPfizer INC股票-醫療保健1.70%—-0.19%
23AMZNAmazon.com INC股票-循環性消費1.67%—+21.95%
24IBDWIshares Ibonds Dec 2031 CORPETF-其他1.67%—-0.28%
25PEPPepsico INC股票-非循環性消費1.67%—+1.25%
26LAMRLamar Advertising Co-a股票-房地產1.64%—-0.25%
27IBDXIshares Ibonds Dec 2032 TcETF-其他1.63%—+2.57%
28TFCTruist Financial CORP股票-金融1.57%—-0.63%
29TGTTarget CORP股票-循環性消費1.53%+0.23%+1.35%
30GLPIGaming And Leisure Propertie股票-房地產1.47%—-0.27%
31TXNTexas Instruments INC股票-科技1.43%—+0.77%
32IBTLIshares Ibonds Dec 2031 TermETF-其他1.41%+1.41%NEW
33HDHome Depot INC股票-循環性消費1.27%-0.69%-27.38%
34UPSUnited Parcel Service-cl B股票-工業1.20%—+0.57%
35PAYXPaychex INC股票-科技1.18%—+2.15%
36AAPLApple INC股票-科技1.14%—+7.16%
37IBDYIshares Ibonds Dec 2033 CORPETF-其他1.03%—+0.24%
38TLTIshares 20+ Year Treasury BdETF-政府公債0.93%—-3.67%
39GISGeneral Mills INC股票-非循環性消費0.89%—+2.76%
40TSMTaiwan Semiconductor-sp Adr股票-科技0.87%+0.87%NEW
41BABInvesco Taxable Municipal BoETF-其他0.83%—+0.76%
42IBMIntl Business Machines CORP股票-科技0.77%—-0.49%
43MCDMcdonald's CORP股票-循環性消費0.65%+0.56%+641.08%
44BITBBitwise Bitcoin ETFETF-加密貨幣0.64%—+28.36%
45BABoeing Co/the股票-工業0.63%+0.63%NEW
46IBDZIsharesibondsdec2034tmcorpETF-其他0.63%+0.63%NEW
47SNASnap-on INC股票-工業0.62%—+0.18%
48CPCanadian Pacific Kansas City股票-工業0.59%+0.59%NEW
49DXCMDexcom INC股票-醫療保健0.57%+0.57%NEW
50PFXFVaneck Pref Sec X-financialsETF-其他0.55%—+4.32%
1–50 of 128

本季持股變動

Signature Wealth Management Group 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Ibonds Dec 2031 Term (IBTL); 新建倉: Taiwan Semiconductor-sp Adr (TSM); 新建倉: Boeing Co/the (BA); 新建倉: Isharesibondsdec2034tmcorp (IBDZ); 新建倉: Canadian Pacific Kansas City (CP).

Signature Wealth Management Group 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1KMBKimberly-clark CORP+1.5%+136.02%加碼
2NVDANvidia CORP+0.8%+82.14%加碼
3VLOValero Energy CORP+0.8%-1.55%減碼
4MCDMcdonald's CORP+0.6%+641.08%加碼
5CVXChevron CORP+0.5%-0.66%減碼
6GOOGAlphabet Inc-cl C+0.3%+39.31%加碼
7PGProcter & Gamble Co/the+0.3%+21.98%加碼
8WMBWilliams Cos INC+0.3%-0.86%減碼
9TGTTarget CORP+0.2%+1.35%加碼
10PODDInsulet CORP+0.2%+210.37%加碼
11JNJJohnson & Johnson+0.2%-1.24%減碼
12SOSouthern Co/the+0.2%+0.40%加碼
13HSYHershey Co/the+0.1%+0.20%加碼
14LNGCheniere Energy INC-0.3%-78.68%減碼
15TTTrane Technologies plc-0.4%-60.88%減碼
16TJXTjx Companies INC-0.5%-62.65%減碼
17KBHKb Home-0.6%-70.35%減碼
18DEDeere & Co-0.6%-71.60%減碼
19TSCOTractor Supply Company-0.6%-69.07%減碼
20CRWDCrowdstrike Holdings INC - A-0.7%-58.34%減碼
21TSLATesla INC-0.7%-49.85%減碼
22CRMSalesforce INC-0.7%-84.53%減碼
23WSMWilliams-sonoma INC-0.7%-61.20%減碼
24HDHome Depot INC-0.7%-27.38%減碼
25VRTXVertex Pharmaceuticals INC-0.7%-87.81%減碼
26BLKBlackrock INC-0.7%-68.45%減碼
27INTUIntuit INC-0.8%-77.60%減碼
28AXPAmerican Express Co-0.8%-60.25%減碼
29DIVOAmplify Cwp Enhan Divid ETF-1.8%-90.10%減碼
30IBTLIshares Ibonds Dec 2031 Term—NEW新建倉
31TSMTaiwan Semiconductor-sp Adr—NEW新建倉
32BABoeing Co/the—NEW新建倉
33IBDZIsharesibondsdec2034tmcorp—NEW新建倉
34CPCanadian Pacific Kansas City—NEW新建倉
35DXCMDexcom INC—NEW新建倉
36AMDAdvanced Micro Devices—NEW新建倉
37NKENike INC -cl B—NEW新建倉
38ZTSZoetis INC—EXIT清倉
39IOTSamsara Inc-cl A—NEW新建倉
40TDGTransdigm Group INC—NEW新建倉
41COSTCostco Wholesale CORP—NEW新建倉
42MDTMedtronic plc—NEW新建倉
43SPYMSte Str Spdr Pt S&p 500 ETF—NEW新建倉
44TMOThermo Fisher Scientific INC—NEW新建倉
45UNHUnitedhealth Group INC—NEW新建倉
46SPOTSpotify Technology S.A.—EXIT清倉
47FBCGFidelity Blue Chip Grow ETF—NEW新建倉
48TECHBio-techne CORP—NEW新建倉
49FENIFidelity Enhanced Intl ETF—NEW新建倉
50JBHTHunt (jb) Transprt Svcs INC—NEW新建倉

FAQ

Signature Wealth Management Group 是什麼機構？屬於哪種投資人類型？
Signature Wealth Management Group 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.6億，分佈在 128 個已申報部位之中。
Signature Wealth Management Group 目前前幾大持股有哪些？
根據最新 13F 申報，Signature Wealth Management Group 按市值排列的前幾大持股為： 1. Southern Co/the (SO) — US$1174.0萬 (4.5%) 2. Kimberly-clark CORP (KMB) — US$766.8萬 (2.9%) 3. Valero Energy CORP (VLO) — US$710.1萬 (2.7%) 4. Vanguard Ultra Short Bond Et (VUSB) — US$706.5萬 (2.7%) 5. Johnson & Johnson (JNJ) — US$676.3萬 (2.6%)
Signature Wealth Management Group 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Signature Wealth Management Group 共進行了 50 項顯著調整：新建倉 19 個部位、加碼 9 個既有持股、減碼 20 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：新建倉: Ishares Ibonds Dec 2031 Term (IBTL); 新建倉: Taiwan Semiconductor-sp Adr (TSM); 新建倉: Boeing Co/the (BA); 新建倉: Isharesibondsdec2034tmcorp (IBDZ); 新建倉: Canadian Pacific Kansas City (CP)
Signature Wealth Management Group 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Signature Wealth Management Group 的主要板塊分佈如下： • Information Technology: 20.3% • Health Care: 16.1% • Consumer Staples: 15.4% • Energy: 10.9% • Consumer Discretionary: 10.2% • Real Estate: 7.2%