Signature Wealth Management Partners, LLC 13F 持仓 · 2026年Q2
Signature Wealth Management Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 121 只证券，申报市值合计 2.14 亿美元。前几大持仓：IVE（10.43%）、AAPL（7.31%）、IYW（7.23%）。本季前 25 大持仓中：增持 7 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $22.4M | 10.43% | 98,481 | 增持 |
| 2 | AAPL | APPLE INC | $15.7M | 7.31% | 54,214 | 增持 |
| 3 | IYW | ISHARES TR | $15.5M | 7.23% | 61,513 | 减持 |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $13.8M | 6.45% | 245,018 | 减持 |
| 5 | JAAA | JANUS DETROIT STR TR | $13.5M | 6.29% | 267,076 | 减持 |
| 6 | IVW | ISHARES TR | $11.8M | 5.52% | 86,070 | 减持 |
| 7 | AME | AMETEK INC | $8.2M | 3.83% | 33,950 | 持平 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $5.2M | 2.43% | 6,970 | 减持 |
| 9 | AMZN | AMAZON COM INC | $5.2M | 2.41% | 21,672 | 减持 |
| 10 | GOOGL | ALPHABET INC | $4.9M | 2.26% | 13,587 | 减持 |
| 11 | MSFT | MICROSOFT CORP | $4.6M | 2.14% | 12,291 | 增持 |
| 12 | JPM | JPMORGAN CHASE & CO | $4.4M | 2.07% | 13,562 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $3.6M | 1.68% | 18,051 | 减持 |
| 14 | META | META PLATFORMS INC | $3.4M | 1.57% | 5,977 | 减持 |
| 15 | JNJ | JOHNSON & JOHNSON | $3.1M | 1.47% | 12,381 | 减持 |
| 16 | BNY | BANK OF NY MELLON CORP | $3.1M | 1.44% | 21,369 | 持平 |
| 17 | CRWD | CROWDSTRIKE HLDGS INC | $2.6M | 1.22% | 3,435 | 减持 |
| 18 | IVV | ISHARES TR | $2.6M | 1.21% | 3,473 | 减持 |
| 19 | GOOG | ALPHABET INC | $2.3M | 1.05% | 6,401 | 减持 |
| 20 | DYNF | BLACKROCK ETF TRUST | $1.9M | 0.88% | 27,822 | 增持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.82% | 3,511 | 增持 |
| 22 | ITOT | ISHARES TR | $1.7M | 0.78% | 10,160 | 增持 |
| 23 | RTX | RTX CORPORATION | $1.7M | 0.78% | 8,786 | 减持 |
| 24 | XLK | SELECT SECTOR SPDR TR | $1.7M | 0.78% | 8,816 | 持平 |
| 25 | GS | GOLDMAN SACHS GROUP INC | $1.6M | 0.73% | 1,547 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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