申报总市值
US$2.0亿
申报季度: 2026-03-31 · 持股只数: 116
Signature Wealth Management Partners, LLC在最新一期 13F 报告中披露了 116 项持股，申报期为 2026-03-31，总持股市值约为 US$2.0亿，季度换手率为 8.9%。
减仓 MSFT
+4.1% -US$111.8万
减仓 IYW
+0.8% -US$103.6万
减仓 META
-5.9% -US$78.0万
加仓 JAAA
+2.9% US$39.0万
加仓 XOM
-3.1% US$49.4万
加仓 JNJ
-0.3% US$46.2万
| # | 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 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 10.25% | +0.08% | -0.21% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 8.08% | +0.30% | +2.91% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 7.05% | +0.04% | +0.15% | |
| 4 | AAPL | Apple INC | 股票-科技 | 6.83% | +0.15% | +8.03% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 6.71% | -0.11% | +5.67% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 5.64% | -0.44% | +0.79% | |
| 7 | AME | Ametek INC | 股票-工业 | 3.65% | +0.20% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.27% | -0.10% | -0.58% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.26% | -0.20% | +0.69% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.52% | +4.07% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.00% | -0.16% | -0.07% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.96% | +0.16% | +17.21% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.73% | -0.36% | -5.90% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | -0.07% | +0.94% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.54% | +0.25% | -0.30% | |
| 16 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.27% | — | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.16% | — | +6.95% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | +0.25% | -3.08% | |
| 19 | RTX | Rtx CORP | 股票-工业 | 0.92% | — | -6.20% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | +0.17% | +32.58% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | — | — | |
| 22 | NEE | Nextera Energy INC | 股票-公用事业 | 0.81% | +0.13% | +1.79% | |
| 23 | XLE | Ss Energy Select Sector | ETF-其他 | 0.79% | +0.22% | -0.20% | |
| 24 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.79% | — | +1.18% | |
| 25 | T | At&t INC | 股票-通信服务 | 0.76% | +0.12% | +0.02% | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.73% | — | — | |
| 27 | NEM | Newmont CORP | 股票-原材料 | 0.73% | — | -2.19% | |
| 28 | PM | Philip Morris International | 股票-非周期性消费 | 0.72% | — | -3.28% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.71% | — | +2.41% | |
| 30 | DOV | Dover CORP | 股票-工业 | 0.70% | — | — | |
| 31 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.69% | — | +3.11% | |
| 32 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.67% | -0.08% | +5.78% | |
| 33 | GS | Goldman Sachs Group INC | 股票-金融 | 0.66% | -0.10% | -11.45% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.65% | — | +1.80% | |
| 35 | DE | Deere & Co | 股票-工业 | 0.65% | +0.11% | -1.46% | |
| 36 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.62% | +0.17% | +42.88% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.59% | — | — | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | -0.09% | +2.55% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.47% | -0.08% | -2.30% | |
| 40 | MO | Altria Group INC | 股票-非周期性消费 | 0.45% | +0.06% | +0.01% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | +0.06% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.43% | -0.12% | -15.10% | |
| 43 | L | Loews CORP | 股票-金融 | 0.43% | — | -3.43% | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.42% | — | +5.43% | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.42% | — | +5.52% | |
| 46 | MLM | Martin Marietta Materials | 股票-原材料 | 0.41% | — | — | |
| 47 | ETR | Entergy CORP | 股票-公用事业 | 0.41% | +0.08% | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | — | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.10% | -2.68% | |
| 50 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.38% | — | +1.77% |
Q3 2026表现
+3.4%
近4个季度表现
+20.9%
基于可获取价格的持仓（占申报价值的79%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 116 | US$2.0亿 | 9 | |
| 2025-12-31 | 120 | US$2.0亿 | 10 | |
| 2025-09-30 | 113 | US$1.9亿 | 24 | |
| 2025-06-30 | 110 | US$1.7亿 | 0 | |
| 2025-03-31 | 103 | US$1.5亿 | 100 | |
| 2024-12-31 | 102 | US$1.5亿 | 0 | |
| 2024-09-30 | 104 | US$1.4亿 | 0 | |
| 2024-06-30 | 104 | US$1.3亿 | 0 | |
| 2024-03-31 | 101 | US$1.2亿 | 0 | |
| 2023-12-31 | 95 | US$1.1亿 | 0 | |
| 2023-09-30 | 93 | US$1.0亿 | 0 | |
| 2023-06-30 | 99 | US$1.1亿 | 0 | |
| 2023-03-31 | 108 | US$1.1亿 | 0 | |
| 2022-12-31 | 102 | US$1.0亿 | 0 | |
| 2022-09-30 | 100 | US$9081.6万 | 0 | |
| 2022-06-30 | 107 | US$9763.6万 | 0 | |
| 2022-03-31 | 113 | US$1.2亿 | 0 | |
| 2021-12-31 | 110 | US$1.2亿 | 0 | |
| 2021-09-30 | 111 | US$1.1亿 | 0 | |
| 2021-06-30 | 108 | US$1.1亿 | 97 | |
| 2021-03-31 | 103 | US$1.0亿 | 31 | |
| 2020-12-31 | 93 | US$1.0亿 | 0 |
Signature Wealth Management Partners, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Micron Technology INC (MU); 清仓: Roper Technologies INC (ROP); 清仓: Ishares Russell 1000 Value E (IWD); 新建仓: Circle Internet Group INC (CRCL); 清仓: Bank Of America CORP (BAC).