Signature Wealth Management Group 13F 持仓 · 2026年Q1
Signature Wealth Management Group 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 128 只证券，申报市值合计 2.63 亿美元。前几大持仓：SO（4.46%）、KMB（2.91%）、VLO（2.70%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SO | SOUTHERN CO | $11.7M | 4.46% | 121,632 | 增持 |
| 2 | KMB | KIMBERLY-CLARK CORP | $7.7M | 2.91% | 79,486 | 增持 |
| 3 | VLO | VALERO ENERGY CORP | $7.1M | 2.70% | 28,738 | 减持 |
| 4 | VUSB | VANGUARD BD INDEX FDS | $7.1M | 2.68% | 141,911 | 减持 |
| 5 | JNJ | JOHNSON & JOHNSON | $6.8M | 2.57% | 27,669 | 减持 |
| 6 | IBDS | ISHARES TR | $6.3M | 2.39% | 259,932 | 减持 |
| 7 | WMB | WILLIAMS COS INC | $6.1M | 2.31% | 83,773 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $6.1M | 2.30% | 16,362 | 增持 |
| 9 | CVX | CHEVRON CORP NEW | $5.8M | 2.20% | 27,977 | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $5.8M | 2.20% | 33,168 | 增持 |
| 11 | IBDU | ISHARES TR | $5.7M | 2.17% | 245,791 | 减持 |
| 12 | IBDR | ISHARES TR | $5.6M | 2.14% | 232,146 | 减持 |
| 13 | IBDT | ISHARES TR | $5.6M | 2.11% | 219,637 | 减持 |
| 14 | IBDV | ISHARES TR | $5.4M | 2.06% | 248,077 | 减持 |
| 15 | CSCO | CISCO SYS INC | $5.4M | 2.04% | 69,297 | 减持 |
| 16 | ABBV | ABBVIE INC | $5.3M | 2.00% | 24,181 | 增持 |
| 17 | PG | PROCTER AND GAMBLE CO | $5.3M | 2.00% | 36,389 | 增持 |
| 18 | HSY | HERSHEY CO | $5.2M | 1.97% | 24,923 | 增持 |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | $5.1M | 1.93% | 83,769 | 增持 |
| 20 | O | REALTY INCOME CORP | $4.9M | 1.87% | 80,328 | 增持 |
| 21 | GOOG | ALPHABET INC | $4.5M | 1.71% | 15,676 | 增持 |
| 22 | PFE | PFIZER INC | $4.5M | 1.70% | 159,332 | 减持 |
| 23 | AMZN | AMAZON COM INC | $4.4M | 1.67% | 21,175 | 增持 |
| 24 | IBDW | ISHARES TR | $4.4M | 1.67% | 210,521 | 减持 |
| 25 | PEP | PEPSICO INC | $4.4M | 1.67% | 28,358 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR