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Signet Private Wealth LLC

报告期 2026-03-31 · CIK 0002096298

持仓数

118

前50大市值合计

$80.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$18.6M

28,458

23.2%

AAPL APPLE INC

COM

$4.3M

16,950

5.4%

MSFT MICROSOFT CORP

COM

$3.5M

9,565

4.4%

AVGO BROADCOM INC

COM

$2.7M

8,832

3.4%

EFA ISHARES TR

MSCI EAFE ETF

$2.6M

26,871

3.3%

BIL SPDR SERIES TRUST

STATE STREET SPD

$2.6M

28,192

3.2%

CATH GLOBAL X FDS

S&P 500 CATHOLIC

$2.5M

31,475

3.1%

NVDA NVIDIA CORPORATION

COM

$2.4M

13,906

3.0%

LLY ELI LILLY & CO

COM

$2.3M

2,495

2.9%

TLT ISHARES TR

20 YR TR BD ETF

$1.9M

22,041

2.4%

AMZN AMAZON COM INC

COM

$1.7M

8,193

2.1%

GOOG ALPHABET INC

CAP STK CL C

$1.7M

5,780

2.1%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$1.4M

2

1.8%

SHY ISHARES TR

1 3 YR TREAS BD

$1.3M

15,897

1.6%

ACWX ISHARES TR

MSCI ACWI EX US

$1.3M

19,141

1.6%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$1.3M

11,352

1.6%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$1.2M

45,520

1.5%

ABBV ABBVIE INC

COM

$1.2M

5,313

1.4%

CEFA GLOBAL X FDS

S&P EX US ETF

$1.1M

30,458

1.4%

GOOGL ALPHABET INC

CAP STK CL A

$1.1M

3,874

1.4%

LMT LOCKHEED MARTIN CORP

COM

$1.0M

1,665

1.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.0M

2,090

1.2%

V VISA INC

COM CL A

$915.6K

3,029

1.1%

MCD MCDONALDS CORP

COM

$900.3K

2,897

1.1%

JPM JPMORGAN CHASE & CO

COM

$891.7K

3,031

1.1%

KLAC KLA CORP

COM NEW

$881.9K

599

1.1%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$879.7K

2,603

1.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$876.8K

1,519

1.1%

TXN TEXAS INSTRS INC

COM

$821.0K

4,229

1.0%

QTUM ETF SER SOLUTIONS

DEFIANCE QUANTUM

$812.4K

7,571

1.0%

ORCL ORACLE CORP

COM

$811.8K

5,518

1.0%

ACWI ISHARES TR

MSCI ACWI ETF

$802.5K

5,800

1.0%

EDV VANGUARD WORLD FD

EXTENDED DUR

$783.6K

12,064

1.0%

— EATON CORP PLC

SHS

$776.4K

2,171

1.0%

IYW ISHARES TR

U.S. TECH ETF

$766.9K

4,227

1.0%

NEE NEXTERA ENERGY INC

COM

$751.1K

8,087

0.9%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$745.3K

16,240

0.9%

CSCO CISCO SYS INC

COM

$742.7K

9,572

0.9%

MS MORGAN STANLEY

COM NEW

$738.6K

4,488

0.9%

DE DEERE & CO

COM

$733.2K

1,302

0.9%

PEP PEPSICO INC

COM

$730.2K

4,702

0.9%

AMAT APPLIED MATLS INC

COM

$725.9K

2,124

0.9%

PG PROCTER & GAMBLE CO

COM

$715.1K

4,951

0.9%

HD HOME DEPOT INC

COM

$699.4K

2,127

0.9%

IEV ISHARES TR

EUROPE ETF

$693.1K

10,201

0.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$661.4K

1,017

0.8%

— EXXON MOBIL CORP

COM

$657.6K

3,876

0.8%

MRSH MARSH & MCLENNAN COS INC

COM

$650.1K

3,748

0.8%

CAT CATERPILLAR INC

COM

$645.1K

911

0.8%

LRCX LAM RESEARCH CORP

COM NEW

$615.1K

2,879

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

43%前 6 大占比

IVV23.2%AAPL5.4%MSFT4.4%AVGO3.4%EFA3.3%BIL3.2%

Signet Private Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心