SIGNAL TREE FINANCIAL PARTNERS LLC
CIK 2069337 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $150.9M
- 持仓
- 53
- 截至
- 2026年6月30日
按 13F 价值排名第 7374（共 9443） · 前 78.1%
投资组合价值同比（季度）：+13.9% 13F不披露现金
- 前十大持仓权重
- 71.73%
- 前二十五大持仓权重
- 93.72%
- 持仓高于 1%
- 21
- 有效持仓数量
- 11.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.41% 估计买入 $6687560 · 卖出 $574629
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 89.8% 仍持有
- 新仓位
- 7
- 增加
- 20
- 减少
- 13
- 已结清
- 1
本页内容
行业细分
Technology
1.3%
Retail
0.7%
Healthcare
0.7%
Communication Services
0.5%
Industrials
0.5%
Consumer products
0.3%
Energy
0.2%
Financials
0.2%
其他/未映射
95.6%
完整投资组合 53 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $29030959 | 19.24% | 42269 | $4692626 | 上涨 ×6 | ||
| VEA | $25035860 | 16.59% | 351380 | $3186479 | 上涨 ×6 | ||
| BINC | $11926404 | 7.90% | 227864 | $764983 | 上涨 ×6 | ||
| VB | $8400365 | 5.57% | 27713 | $1531251 | 上涨 ×4 | ||
| SCHD | $8094465 | 5.36% | 255265 | $676881 | 上涨 ×4 | ||
| RSP | $8068698 | 5.35% | 37922 | $950390 | 上涨 ×4 | ||
| VWO | $5123745 | 3.40% | 85839 | $580401 | 上涨 ×3 | ||
| BSV | $4431005 | 2.94% | 56873 | $191175 | 上涨 ×2 | ||
| VTI | $4183250 | 2.77% | 11305 | $532798 | 下跌 ×3 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3933114 | 2.61% | 47588 | $252286 | 上涨 ×6 | ||
| SUB | $3531082 | 2.34% | 33165 | $-30176 | 下跌 ×2 | ||
| SCHC | $3511429 | 2.33% | 72972 | $158574 | 上涨 ×3 | ||
| VXF | $3295621 | 2.18% | 13385 | $436984 | 下跌 ×1 | ||
| FNDX | $3053616 | 2.02% | 98187 | $319108 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $2935020 | 1.95% | 30753 | $264991 | 下跌 ×2 | ||
| FNDA | $2618971 | 1.74% | 68812 | $418616 | 上涨 ×3 | ||
| MUB | $2455308 | 1.63% | 22815 | $33537 | |||
| VTV | $2366066 | 1.57% | 10857 | $208062 | 下跌 ×4 | ||
| IWM | $1906956 | 1.26% | 6347 | $314300 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $1567288 | 1.04% | 5416 | $192661 | |||
| MDY | $1515698 | 1.00% | 2155 | $185347 | 下跌 ×2 | ||
| VCRB Vanguard Core Bond ETF | $1416671 | 0.94% | 18343 | $126832 | 上涨 ×3 | ||
| VONG Vanguard Russell 1000 Growth ETF | $1175198 | 0.78% | 9195 | $138531 | 下跌 ×3 | ||
| VTEI | $927813 | 0.61% | 9189 | $9464 | |||
| AMZN Amazon.com, Inc. - Common Stock | $911174 | 0.60% | 3823 | $77053 | 下跌 ×3 | ||
| VO | $870317 | 0.58% | 10802 | $155526 | 上涨 ×1 | ||
| SPYM | $822733 | 0.55% | 9362 | $81367 | 下跌 ×4 | ||
| ABBV AbbVie Inc. Common Stock | $529582 | 0.35% | 2105 | $72304 | 上涨 ×1 | ||
| SCHX | $470860 | 0.31% | 15999 | $60637 | |||
| MSFT Microsoft Corporation - Common Stock | $460418 | 0.31% | 1234 | $56192 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $435634 | 0.29% | 1219 | $106953 | 上涨 ×1 | ||
| EQWL | $349644 | 0.23% | 2710 | $37344 | |||
| SPGM | $329744 | 0.22% | 3849 | $34248 | 下跌 ×2 | ||
| VT | $316529 | 0.21% | 2017 | $40495 | 上涨 ×3 | ||
| SCHB | $315655 | 0.21% | 10900 | $81363 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $314604 | 0.21% | 262 | $73353 | |||
| RPG | $306799 | 0.20% | 4805 | $82213 | |||
| XOM Exxon Mobil Corporation Common Stock | $302972 | 0.20% | 2216 | $-72995 | |||
| JPM JP Morgan Chase & Co. Common Stock | $288705 | 0.19% | 882 | $29256 | |||
| BRKB | $282220 | 0.19% | 564 | $2367 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $271357 | 0.18% | 768 | $51049 | |||
| SCHV | $264312 | 0.18% | 7593 | $32726 | |||
| VUSB | $261681 | 0.17% | 5257 | $8172 | 上涨 ×1 | ||
| GE GE Aerospace Common Stock | $258075 | 0.17% | 691 | ||||
| GLD | $253445 | 0.17% | 688 | $-42595 | |||
| PG Procter & Gamble Company (The) Common Stock | $243356 | 0.16% | 1660 | $-4438 | 下跌 ×1 | ||
| ABT Abbott Laboratories Common Stock | $236161 | 0.16% | 2603 | $-29817 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $236147 | 0.16% | 201 | 上涨 ×1 | |||
| SCHA | $223345 | 0.15% | 6182 | 上涨 ×1 | |||
| SPY SPY | $209842 | 0.14% | 281 | 上涨 ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $207602 | 0.14% | 927 | ||||
| CHD Church & Dwight Company, Inc. Common Stock | $203448 | 0.13% | 2100 | ||||
| HD Home Depot, Inc. (The) Common Stock | $202791 | 0.13% | 575 | ||||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VOO | $29030959 | 19.24% | 上涨 ×6 |
| VEA | $25035860 | 16.59% | 上涨 ×6 |
| BINC | $11926404 | 7.90% | 上涨 ×6 |
| VB | $8400365 | 5.57% | 上涨 ×4 |
| SCHD | $8094465 | 5.36% | 上涨 ×4 |
| RSP | $8068698 | 5.35% | 上涨 ×4 |
| VWO | $5123745 | 3.40% | 上涨 ×3 |
| VCIT | $3933114 | 2.61% | 上涨 ×6 |
| SCHC | $3511429 | 2.33% | 上涨 ×3 |
| FNDA | $2618971 | 1.74% | 上涨 ×3 |
| VCRB | $1416671 | 0.94% | 上涨 ×3 |
| VT | $316529 | 0.21% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VOO | 增持 | +2K | +$4.7M |
| VEA | 增持 | +10K | +$3.2M |
| VB | 增持 | +1K | +$1.5M |
| RSP | 增持 | +832 | +$950K |
| BINC | 增持 | +13K | +$765K |
| SCHD | 增持 | +13K | +$677K |
| VWO | 增持 | +2K | +$580K |
| VTI | 削减 | -74 | +$533K |
| VXF | 削减 | -505 | +$437K |
| FNDA | 增持 | +963 | +$419K |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| VTEB | 2025年6月30日 | 16150 | $801363 | 不再跟踪 |
| FMB | 2025年6月30日 | 6216 | $313424 | |
| AGG | 2025年3月31日 | 2618 | $253684 | 不再跟踪 |
| ADP | 2026年3月31日 | 927 | $238452 | 37.3% |
| HD | 2025年12月31日 | 580 | $230272 | -2.5% |
| VCSH | 2025年9月30日 | 2862 | $227529 | |
| GE | 2026年3月31日 | 716 | $220406 | 22.8% |
| GOOGL | 2025年3月31日 | 1159 | $219399 | 121.2% |
| VCSH | 2026年6月30日 | 2589 | $205230 | |
| JNJ | 2025年6月30日 | 1234 | $204647 | 74.9% |
| CHD | 2025年9月30日 | 2109 | $202696 | 11.2% |
| NFLX | 2025年9月30日 | 151 | $202209 | -93.4% |