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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4

26Q1 调仓2025-12-31 → 2026-03-31 · 共 129 项建仓 20增持 52减持 37清仓 20

方向

标的

Δ市值

现股数(环比)

建仓

SHY ISHARES TR

+$1.3M

15,897

建仓

ACWX ISHARES TR

+$1.3M

19,141

增持

MSFT MICROSOFT CORP

-$956.8K

9,565 +3%

增持

IVV ISHARES TR

-$831.2K

28,458 +0%

清仓

XLC SELECT SECTOR SPDR TR

-$823.2K

0 -100%

建仓

XLU SELECT SECTOR SPDR TR

+$745.3K

16,240

减持

QQQ INVESCO QQQ TR

-$737.7K

1,519 -42%

减持

SPMO INVESCO EXCH TRADED FD TR II

-$623.4K

11,352 -29%

清仓

DGRO ISHARES TR

-$599.3K

0 -100%

增持

CEFA GLOBAL X FDS

+$563.1K

30,458 +101%

增持

DE DEERE & CO

+$485.8K

1,302 +145%

减持

GOOG ALPHABET INC

-$480.8K

5,780 -15%

清仓

VGT VANGUARD WORLD FD

-$472.0K

0 -100%

建仓

GE GE AEROSPACE

+$398.4K

1,404

建仓

CPAG RBB FD INC

+$386.9K

3,785

减持

AVGO BROADCOM INC

-$381.1K

8,832 -2%

建仓

APH AMPHENOL CORP

+$371.7K

2,941

清仓

EMLC VANECK ETF TRUST

-$344.9K

0 -100%

清仓

SPGI S&P GLOBAL INC

-$342.0K

0 -100%

增持

AMAT APPLIED MATLS INC

+$341.8K

2,124 +42%

清仓

CRM SALESFORCE INC

-$338.8K

0 -100%

减持

ORCL ORACLE CORP

-$335.9K

5,518 -6%

增持

QTUM ETF SER SOLUTIONS

+$321.0K

7,571 +69%

增持

CAT CATERPILLAR INC

+$320.0K

911 +61%

清仓

INTU INTUIT

-$307.1K

0 -100%

减持

NVDA NVIDIA CORPORATION

-$302.6K

13,906 -5%

清仓

BSX BOSTON SCIENTIFIC CORP

-$298.5K

0 -100%

清仓

VUG VANGUARD INDEX FDS

-$294.8K

0 -100%

增持

KLAC KLA CORP

+$287.2K

599 +22%

增持

V VISA INC

+$283.4K

3,029 +68%

建仓

OXY OCCIDENTAL PETE CORP

+$280.0K

4,307

减持

AMZN AMAZON COM INC

-$279.9K

8,193 -5%

减持

EDV VANGUARD WORLD FD

-$275.1K

12,064 -26%

建仓

MFUT TIDAL TRUST II

+$273.3K

15,540

建仓

CNP CENTERPOINT ENERGY INC

+$272.1K

6,305

清仓

VRTX VERTEX PHARMACEUTICALS INC

-$267.0K

0 -100%

清仓

ALTO ALTO INGREDIENTS INC

-$261.1K

0 -100%

建仓

EMXC ISHARES INC

+$260.7K

3,314

清仓

KMLM KRANESHARES TRUST

-$257.6K

0 -100%

清仓

KKR KKR & CO INC

-$256.2K

0 -100%

建仓

PWB INVESCO EXCHANGE TRADED FD T

+$256.0K

2,033

增持

KYN KAYNE ANDERSON ENERGY INFRST

+$251.2K

35,585 +71%

建仓

BWET AMPLIFY COMMODITY TRUST

+$249.7K

2,535

建仓

CVX CHEVRON CORPORATION

+$245.8K

1,188

减持

HD HOME DEPOT INC

-$243.1K

2,127 -22%

增持

EFA ISHARES TR

+$243.1K

26,871 +9%

清仓

CI THE CIGNA GROUP

-$237.2K

0 -100%

增持

CATH GLOBAL X FDS

+$237.0K

31,475 +16%

建仓

IJR ISHARES TR

+$236.5K

1,903

建仓

OILK PROSHARES TR

+$236.5K

4,372

建仓

IAU ISHARES GOLD TR

+$230.5K

2,614

清仓

NVO NOVO-NORDISK A S

-$227.3K

0 -100%

建仓

CCJ CAMECO CORP

+$227.2K

2,053

建仓

VLUE ISHARES TR

+$225.4K

1,585

建仓

REMX VANECK ETF TRUST

+$219.2K

2,491

清仓

AXP AMERICAN EXPRESS CO

-$218.1K

0 -100%

增持

LMT LOCKHEED MARTIN CORP

+$212.7K

1,665 +1%

建仓

AMD ADVANCED MICRO DEVICES INC

+$211.4K

1,039

清仓

QCOM QUALCOMM INC

-$210.9K

0 -100%

清仓

WMT WALMART INC

-$210.4K

0 -100%

清仓

SNPS SYNOPSYS INC

-$207.6K

0 -100%

清仓

CME CME GROUP INC

-$207.0K

0 -100%

增持

IEV ISHARES TR

+$203.7K

10,201 +43%

增持

AAPL APPLE INC

-$202.2K

16,950 +2%

减持

JPM JPMORGAN CHASE & CO

-$191.7K

3,031 -10%

减持

— EXXON MOBIL CORP

+$190.1K

3,876 -0%

增持

NEE NEXTERA ENERGY INC

+$179.3K

8,087 +14%

增持

CTA SIMPLIFY EXCHANGE TRADED FUN

+$164.3K

20,337 +23%

减持

ICE INTERCONTINENTAL EXCHANGE IN

-$161.9K

2,550 -27%

减持

MA MASTERCARD INCORPORATED

-$161.8K

933 -15%

增持

— NVENT ELEC PLC

+$158.7K

3,153 +50%

增持

GEV GE VERNOVA INC

+$151.7K

444 +23%

减持

GDX VANECK ETF TRUST

-$150.2K

2,330 -45%

减持

AZO AUTOZONE INC

-$144.2K

131 -24%

增持

LRCX LAM RESEARCH CORP

+$141.9K

2,879 +4%

增持

MU MICRON TECHNOLOGY INC

+$137.3K

1,226 +26%

增持

DHR DANAHER CORP DEL

+$125.7K

2,399 +67%

增持

TSM TAIWAN SEMICONDUCTOR MANUFAC

+$121.2K

2,603 +4%

增持

LLY ELI LILLY & CO

-$120.9K

2,495 +11%

减持

BNDX VANGUARD CHARLOTTE FDS

-$116.6K

4,487 -35%

减持

WM WASTE MGMT INC DEL

-$116.2K

1,312 -31%

增持

XLE SELECT SECTOR SPDR TR

+$115.1K

6,929 +0%

减持

IYW ISHARES TR

-$112.7K

4,227 -4%

增持

— ASML HLDG NV

+$111.5K

329 +9%

减持

GOOGL ALPHABET INC

-$108.1K

3,874 -1%

减持

MPC MARATHON PETE CORP

+$107.7K

1,420 -3%

增持

— EATON CORP PLC

+$103.8K

2,171 +3%

减持

— LINDE PLC

-$98.1K

1,217 -26%

增持

NFLX NETFLIX INC.

+$97.3K

5,008 +22%

增持

ABT ABBOTT LABORATORIES

-$93.7K

4,155 +0%

增持

FXY INVESCO CURRENCYSHARES

+$87.5K

9,067 +22%

增持

BIL SPDR SERIES TRUST

+$85.4K

28,192 +3%

减持

MRSH MARSH & MCLENNAN COS INC

-$81.7K

3,748 -5%

增持

META META PLATFORMS INC

-$79.6K

1,040 +2%

减持

PAYX PAYCHEX INC

-$70.8K

2,803 -4%

增持

MCD MCDONALDS CORP

+$65.9K

2,897 +6%

减持

PG PROCTER & GAMBLE CO

-$65.3K

4,951 -9%

增持

IJH ISHARES TR

+$65.0K

6,210 +16%

增持

PEP PEPSICO INC

+$64.3K

4,702 +1%

增持

AMGN AMGEN INC

+$63.7K

1,204 +10%

减持

WMB WILLIAMS COS INC

+$61.9K

8,295 -8%

增持

HON HONEYWELL INTL INC

+$55.4K

1,783 +0%

增持

MRK MERCK & CO INC

+$55.2K

2,773 +5%

增持

URI UNITED RENTALS INC

-$54.0K

690 +0%

增持

TLT ISHARES TR

+$53.6K

22,041 +3%

减持

TXN TEXAS INSTRS INC

+$53.4K

4,229 -4%

减持

URNM SPROTT FDS TR

-$45.8K

3,780 -27%

增持

ABBV ABBVIE INC

-$45.1K

5,313 +1%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$41.5K

2,090 +1%

增持

ITW ILLINOIS TOOL WKS INC

+$40.3K

2,280 +2%

增持

TECK TECK RESOURCES LTD

+$39.3K

8,890 +1%

减持

UTHR UNITED THERAPEUTICS CORP DEL

+$36.8K

413 -3%

增持

BAC BANK AMERICA CORP

+$36.6K

7,041 +26%

减持

ACWI ISHARES TR

-$34.4K

5,800 -2%

减持

EW EDWARDS LIFESCIENCES CORP

-$33.5K

4,162 -3%

减持

JNJ JOHNSON & JOHNSON

+$33.4K

1,303 -5%

减持

SHW SHERWIN WILLIAMS CO

-$32.0K

760 -11%

减持

COST COSTCO WHOLESALE CORPORATION

+$27.4K

481 -8%

增持

SCHX SCHWAB STRATEGIC TR

-$22.4K

45,520 +3%

减持

O REALTY INCOME CORP

+$19.6K

6,594 -3%

增持

IDMO INVESCO EXCH TRADED FD TR II

+$16.8K

6,676 +6%

增持

XLK SELECT SECTOR SPDR TR

-$16.3K

1,993 +2%

减持

DBMF LITMAN GREGORY FDS TR

+$9.7K

12,232 -4%

增持

GS GOLDMAN SACHS GROUP INC

-$8.9K

439 +2%

减持

TJX TJX COS INC NEW

+$8.2K

2,563 -2%

增持

GSLC GOLDMAN SACHS ETF TR

-$7.7K

3,044 +4%

增持

CSCO CISCO SYS INC

+$6.9K

9,572 +0%

减持

MDLZ MONDELEZ INTL INC

-$6.1K

9,191 -8%

增持

DIA STATE STR SPDR DOW JONES IND

-$2.7K

616 +3%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。