SA

Signal Advisors Wealth, LLC

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$14.6億

申報季度: 2026-03-31 · 持股檔數: 602

Signal Advisors Wealth, LLC在最新一期 13F 報告中揭露了 602 項持股，申報期為 2026-03-31，總持股市值約為 US$14.6億，季度換手率為 26.6%。

機構性格雪花圖

集中度
4.69
持倉穩定性
26.6
動能／逆勢
100
產業集中度
69.2
多樣化
100
倉位均衡度
76.15

近期動向

  • 減碼 JAAA

    -57.0%　-US$909.1萬

  • 減碼 SPY

    -5.7%　-US$272.2萬

  • 加碼 BND

    +142.1%　US$624.9萬

  • 加碼 VB

    +64.6%　US$686.6萬

  • 減碼 XLK

    -8.7%　-US$248.6萬

  • 加碼 VEA

    +23.2%　US$1151.4萬

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

僅顯示前 570 大持股（共 602 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長5.27%+0.14%+24.83%
2VEAVanguard Ftse Developed ETFETF-其他3.79%+0.32%+23.17%
3ACIOAptus Collared Invest OppETF-其他3.46%—+6.88%
4AAPLApple INC股票-科技2.61%-0.07%+21.01%
5BKAGBny Mellon Core Bond ETFETF-其他2.40%-0.13%+10.29%
6NVDANvidia CORP股票-科技2.29%—+24.50%
7DRSKAptus Defined Risk ETFETF-其他2.02%—+9.26%
8MSFTMicrosoft CORP股票-科技1.80%-0.12%+42.06%
9SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.67%-0.48%-5.71%
10VWOVanguard Ftse Emerging MarkeETF-新興市場1.30%-0.02%+13.10%
11PSFFPacer Swan Sos Fund Of FundsETF-其他1.27%—-0.99%
12AMZNAmazon.com INC股票-循環性消費1.22%—+16.02%
13RSPInvesco S&p 500 Equal WeightETF-大型股與成長1.20%+0.01%+16.62%
14VBVanguard Small-cap ETFETF-其他1.17%+0.36%+64.62%
15JUCYAptus Enhanced Yield ETFETF-其他1.15%—+3.17%
16GOOGLAlphabet Inc-cl A股票-通訊服務1.12%—+20.21%
17ADMEAptus Drwdwn Mgd Eqty ETFETF-其他1.05%—+2.98%
18DMBSDoubleline Mortgage ETFETF-其他0.99%—+1.55%
19SPDWSte Str Spdr Pt Dw EU ETFETF-其他0.96%+0.01%+14.45%
20JPMJpmorgan Chase & Co股票-金融0.94%—+13.74%
21PWRQuanta Services INC股票-工業0.91%+0.04%-6.82%
22XLKSs Technology Select SectorETF-科技型0.91%-0.34%-8.74%
23XLSRSs US Sector RotationETF-其他0.89%—+14.45%
24VVisa Inc-class A Shares股票-金融0.82%—+10.55%
25UPSDAptus Large Cap Upside ETFETF-大型股與成長0.78%+0.04%+28.11%
26WMTWalmart INC股票-非循環性消費0.77%—-13.04%
27XOMExxon Mobil CORP股票-能源0.75%+0.26%+25.31%
28XHLFBondbloxx Bbg 6 Mth US TreasETF-其他0.75%—-6.74%
29OSCVOpus Small Cap Value ETFETF-中小型股0.74%+0.11%+26.82%
30BNDVanguard Total Bond MarketETF-其他0.73%+0.38%+142.13%
31FANGDiamondback Energy INC股票-能源0.73%—-14.10%
32BILSs Spdr Bb 1-3m T-bill ETFETF-政府公債0.71%—-10.20%
33SPEMState Street Sp Ptf Em ETFETF-其他0.66%—+18.21%
34NOWServicenow INC股票-科技0.60%—+48.42%
35APHAmphenol Corp-cl A股票-科技0.60%+0.15%+65.74%
36IDUBAptus Intl Enhan Yld ETFETF-其他0.59%—+22.80%
37XLCSs Comm Select Sector SpdrETF-其他0.58%—-1.67%
38FRDMFreedom 100 Emeging Mrkt ETFETF-其他0.58%+0.05%+17.85%
39SCHPSchwab U.s. Tips ETFETF-其他0.57%—+8.29%
40BRK-BBerkshire Hathaway Inc-cl B股票-其他0.55%+0.14%+60.61%
41LLYEli Lilly & Co股票-醫療保健0.54%—+37.03%
42QQQMInvesco Nasdaq 100 ETFETF-科技型0.53%—+20.25%
43AMTAmerican Tower CORP股票-房地產0.52%—-1.60%
44VGSHVanguard Short-term TreasuryETF-政府公債0.52%—+27.16%
45DUBSAptus Lrg Cap Enh Yld ETFETF-其他0.51%—+29.84%
46PGRProgressive CORP股票-金融0.51%—+3.84%
47METAMeta Platforms Inc-class A股票-通訊服務0.51%—+46.24%
48TSLATesla INC股票-循環性消費0.51%—+34.92%
49VOOVanguard S&p 500 ETFETF-大型股與成長0.51%—+33.99%
50VTIVanguard Total Stock Mkt ETFETF-其他0.50%—-10.10%
1–50 of 570

本季持股變動

Signal Advisors Wealth, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Innovator Eq Aut INC Str ETF (ACEI); 新建倉: Level Four Large Cap Growth (LGRO); 新建倉: Schwab (charles) CORP (SCHW); 新建倉: Jpmorgan Int Res Enh Eqty (JIRE); 新建倉: Ishares US Smallcap Equity F (SMLF).

Signal Advisors Wealth, LLC 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
1BNDVanguard Total Bond Market+0.4%+142.13%加碼
2VBVanguard Small-cap ETF+0.4%+64.62%加碼
3VEAVanguard Ftse Developed ETF+0.3%+23.17%加碼
4XLISs Industrial Select Sector+0.3%+933.26%加碼
5AMDAdvanced Micro Devices+0.3%+209.43%加碼
6XOMExxon Mobil CORP+0.3%+25.31%加碼
7XLESs Energy Select Sector+0.2%+137.00%加碼
8VXUSVanguard Total Intl Stock+0.2%+597.53%加碼
9VRIGInvesco Variable Rate Invest+0.2%+179.32%加碼
10APHAmphenol Corp-cl A+0.2%+65.74%加碼
11SPYMSte Str Spdr Pt S&p 500 ETF+0.1%+24.83%加碼
12BRK-BBerkshire Hathaway Inc-cl B+0.1%+60.61%加碼
13AMATApplied Materials INC+0.1%+241.10%加碼
14RTXRtx CORP+0.1%+398.31%加碼
15OSCVOpus Small Cap Value ETF+0.1%+26.82%加碼
16NFLXNetflix INC+0.1%+54.10%加碼
17VMBSVanguard Mortgage-backed Sec+0.1%+88.47%加碼
18JNJJohnson & Johnson+0.1%+76.15%加碼
19MUMicron Technology INC+0.1%+74.81%加碼
20SGOVIshares 0-3 Month Treasury B+0.1%+58.03%加碼
21AVGOBroadcom INC+0.1%+58.90%加碼
22VCITVanguard Int-term Corporate+0.1%+64.54%加碼
23FRDMFreedom 100 Emeging Mrkt ETF+0.1%+17.85%加碼
24PWRQuanta Services INC0%-6.82%減碼
25UPSDAptus Large Cap Upside ETF0%+28.11%加碼
26RSPInvesco S&p 500 Equal Weight0%+16.62%加碼
27SPDWSte Str Spdr Pt Dw EU ETF0%+14.45%加碼
28NVDANvidia CORP—+24.50%加碼
29VWOVanguard Ftse Emerging Marke0%+13.10%加碼
30AAPLApple INC-0.1%+21.01%加碼
31MSFTMicrosoft CORP-0.1%+42.06%加碼
32BKAGBny Mellon Core Bond ETF-0.1%+10.29%加碼
33XLPSs Consumer Staples Sel Sect-0.2%-46.75%減碼
34SHWSherwin-williams Co/the-0.2%-80.22%減碼
35ELVElevance Health INC-0.2%-88.31%減碼
36DVNDevon Energy CORP-0.2%-83.31%減碼
37GOVIInvesco Equal Weight 0-30 Yr-0.2%-81.12%減碼
38GTOInvesco Total Return Bond Et-0.2%-32.45%減碼
39IBITIshares Bitcoin Trust ETF-0.2%-4.38%減碼
40CPRTCopart INC-0.3%-11.14%減碼
41LOWLowe's Cos INC-0.3%-94.71%減碼
42XLKSs Technology Select Sector-0.3%-8.74%減碼
43SPYSs Spdr S&p 500 ETF Trust-us-0.5%-5.71%減碼
44JAAAJanus Henderson Aaa Clo ETF-0.8%-57.03%減碼
45ACEIInnovator Eq Aut INC Str ETF—NEW新建倉
46LGROLevel Four Large Cap Growth—NEW新建倉
47SCHWSchwab (charles) CORP—NEW新建倉
48JIREJpmorgan Int Res Enh Eqty—NEW新建倉
49SMLFIshares US Smallcap Equity F—NEW新建倉
50CLSMExchange Listed Funds Trust—NEW新建倉

FAQ

Signal Advisors Wealth, LLC 是什麼機構？屬於哪種投資人類型？
Signal Advisors Wealth, LLC 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$14.6億，分佈在 602 個已申報部位之中。
Signal Advisors Wealth, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Signal Advisors Wealth, LLC 按市值排列的前幾大持股為： 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$7679.5萬 (5.3%) 2. Vanguard Ftse Developed ETF (VEA) — US$5521.9萬 (3.8%) 3. Aptus Collared Invest Opp (ACIO) — US$5041.8萬 (3.5%) 4. Apple INC (AAPL) — US$3807.6萬 (2.6%) 5. Bny Mellon Core Bond ETF (BKAG) — US$3492.0萬 (2.4%)
Signal Advisors Wealth, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Signal Advisors Wealth, LLC 共進行了 50 項顯著調整：新建倉 6 個部位、加碼 31 個既有持股、減碼 13 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Innovator Eq Aut INC Str ETF (ACEI); 新建倉: Level Four Large Cap Growth (LGRO); 新建倉: Schwab (charles) CORP (SCHW); 新建倉: Jpmorgan Int Res Enh Eqty (JIRE); 新建倉: Ishares US Smallcap Equity F (SMLF)
Signal Advisors Wealth, LLC 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，Signal Advisors Wealth, LLC 的主要板塊分佈如下： • Information Technology: 41.4% • Financials: 16.0% • Communication Services: 10.4% • Consumer Discretionary: 9.2% • Health Care: 8.4% • Consumer Staples: 6.1%