SP
Signet Private Wealth LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$1.0亿
申报季度: 2026-03-31 · 持股只数: 118
Signet Private Wealth LLC在最新一期 13F 报告中披露了 118 项持股，申报期为 2026-03-31，总持股市值约为 US$1.0亿，季度换手率为 27.9%。
机构性格雪花图
- 集中度
- 16.95
- 持仓稳定性
- 27.94
- 动能／逆势
- 100
- 行业集中度
- 67.8
- 多样化
- 100
- 仓位均衡度
- 80.02
近期动向
减仓 MSFT
+2.9% -US$95.7万
减仓 IVV
+0.4% -US$83.1万
减仓 QQQ
-42.2% -US$73.8万
减仓 SPMO
-28.6% -US$62.3万
加仓 CEFA
+100.7% US$56.3万
减仓 GOOG
-15.2% -US$48.1万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 117 大持股（共 118 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 17.75% | -0.84% | +0.37% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.11% | — | +2.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -0.92% | +2.86% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 2.61% | -0.37% | -1.86% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.49% | +0.22% | +9.02% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.47% | — | +3.12% | |
| 7 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 2.35% | +0.22% | +16.44% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.32% | -0.29% | -4.92% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.19% | — | +10.99% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.82% | — | +3.45% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.63% | -0.27% | -4.79% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.58% | -0.47% | -15.20% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.37% | — | — | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.25% | +1.25% | NEW | |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.25% | +1.25% | NEW | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 1.22% | -0.59% | -28.56% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.11% | — | +2.98% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.10% | — | +1.10% | |
| 19 | CEFA | Global X S&p Cath Val Devel | ETF-其他 | 1.07% | +0.53% | +100.74% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.06% | — | -0.77% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工业 | 0.96% | — | +1.46% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | — | +0.72% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | +0.26% | +68.00% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.86% | — | +6.12% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | — | -9.85% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 0.84% | +0.27% | +22.49% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.84% | — | +4.29% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.84% | -0.71% | -42.20% | |
| 29 | TXN | Texas Instruments INC | 股票-科技 | 0.78% | — | -4.43% | |
| 30 | QTUM | Defiance Quantum ETF | ETF-其他 | 0.78% | +0.31% | +68.96% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.78% | -0.32% | -6.28% | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.77% | — | -1.94% | |
| 33 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.75% | -0.26% | -25.92% | |
| 34 | ETN | Eaton Corporation plc | 股票-工业 | 0.74% | — | +2.79% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.73% | — | -4.04% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事业 | 0.72% | — | +13.53% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.71% | +0.71% | NEW | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.71% | — | +0.21% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.71% | — | — | |
| 40 | DE | Deere & Co | 股票-工业 | 0.70% | +0.46% | +145.20% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.70% | — | +1.34% | |
| 42 | AMAT | Applied Materials INC | 股票-科技 | 0.69% | +0.32% | +42.07% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | — | -9.07% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.67% | -0.23% | -22.34% | |
| 45 | IEV | Ishares Europe ETF | ETF-其他 | 0.66% | — | +42.99% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.63% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | — | -0.23% | |
| 48 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.62% | — | -4.99% | |
| 49 | CAT | Caterpillar INC | 股票-工业 | 0.62% | +0.31% | +60.67% | |
| 50 | LRCX | Lam Research CORP | 股票-科技 | 0.59% | — | +4.16% |
1–50 of 117
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Signet Private Wealth LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares 1-3 Year Treasury Bo (SHY); 新建仓: Ishares Msci Acwi Ex US ETF (ACWX); 清仓: Ss Comm Select Sector Spdr (XLC); 新建仓: St Sr Utl Sl Se Spdr Etf-usd (XLU); 清仓: Ishares Core Dividend Growth (DGRO).
FAQ
Signet Private Wealth LLC 是什么机构？属于哪种投资人类型？
Signet Private Wealth LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.0亿，分布在 118 个已申报仓位之中。
Signet Private Wealth LLC 目前前几大持股有哪些？
根据最新 13F 申报，Signet Private Wealth LLC 按市值排列的前几大持股为：
1. Ishares Core S&p 500 ETF (IVV) — US$1858.9万 (17.8%)
2. Apple INC (AAPL) — US$430.2万 (4.1%)
3. Microsoft CORP (MSFT) — US$354.1万 (3.4%)
4. Broadcom INC (AVGO) — US$273.4万 (2.6%)
5. Ishares Msci Eafe ETF (EFA) — US$261.0万 (2.5%)
Signet Private Wealth LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Signet Private Wealth LLC 共进行了 50 项显著调整：新建仓 15 个仓位、加仓 12 个既有持股、减仓 9 个仓位，并完全清仓 14 个持股。 其中幅度最大的异动：新建仓: Ishares 1-3 Year Treasury Bo (SHY); 新建仓: Ishares Msci Acwi Ex US ETF (ACWX); 清仓: Ss Comm Select Sector Spdr (XLC); 新建仓: St Sr Utl Sl Se Spdr Etf-usd (XLU); 清仓: Ishares Core Dividend Growth (DGRO)
Signet Private Wealth LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Signet Private Wealth LLC 的主要板块分布如下：
• Information Technology: 41.5%
• Health Care: 12.3%
• Financials: 10.8%
• Industrials: 8.8%
• Communication Services: 8.8%
• Consumer Discretionary: 8.6%