SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
LOS ANGELES CA · SEC CIK 0001079935
$49.38亿2026Q1 申报市值
645持仓数
45.3%前十大占比 · 第一大 8.8%
61 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GLDM 新建仓+$2.18亿
AVES 新建仓+$1.55亿
GMOI 新建仓+$9,575.36万
EFV 加仓+$6,426.85万
ODFL 新建仓+$5,160.37万
2026Q1 卖出最多 按季末市值估算
GSLC 减仓-$2.78亿
MU 减仓-$1.22亿
UBER 减仓-$5,292.48万
CRM 减仓-$4,574.53万
ANET 减仓-$2,613.44万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -81,676 | -100.0% | -$145.63万 | 清仓 |
| EQX | EQUINOX GOLD CORP | $0 | 0.00% | 0 | -73,257 | -100.0% | -$102.85万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -6,332 | -100.0% | -$92.81万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,882 | -100.0% | -$89.76万 | 清仓 |
| — | BLACKROCK MUN INCOME TR | $0 | 0.00% | 0 | -54,990 | -100.0% | -$55.16万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -784 | -100.0% | -$51.93万 | 清仓 |
| SMTH | ALPS ETF TR | $0 | 0.00% | 0 | -19,695 | -100.0% | -$51.34万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -3,592 | -100.0% | -$50.81万 | 清仓 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -9,529 | -100.0% | -$45.32万 | 清仓 |
| GPZ | VANECK ETF TRUST | $0 | 0.00% | 0 | -13,886 | -100.0% | -$37.70万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,148 | -100.0% | -$30.80万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -55 | -100.0% | -$29.59万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,480 | -100.0% | -$27.82万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -8,624 | -100.0% | -$25.78万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -7,761 | -100.0% | -$24.03万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -777 | -100.0% | -$22.46万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -1,952 | -100.0% | -$22.04万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -1,192 | -100.0% | -$20.90万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -5,145 | -100.0% | -$20.27万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -10,496 | -100.0% | -$13.68万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -18,626 | -100.0% | -$7.69万 | 清仓 |
| — | BEYOND MEAT INC | $1.07万 | 0.00% | 15,267 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC | $1.92万 | 0.00% | 11,028 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $4.81万 | 0.00% | 21,268 | -354 | -1.6% | -$800 | 减仓 |
| — | ENTERA BIO LTD | $5.25万 | 0.00% | 47,328 | 0 | 0.0% | — | 不变 |
| DSM | BNY MELLON STRATEGIC MUN BD | $7.25万 | 0.00% | 12,057 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $7.64万 | 0.00% | 21,524 | -800 | -3.6% | -$2,840 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $8.29万 | 0.00% | 17,907 | 17,907 | — | $8.29万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $10.69万 | 0.00% | 20,964 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $11.12万 | 0.00% | 10,923 | -2,342 | -17.7% | -$2.38万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $12.45万 | 0.00% | 35,668 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC | $13.53万 | 0.00% | 11,757 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $14.74万 | 0.00% | 10,000 | 10,000 | — | $14.74万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $18.97万 | 0.00% | 25,057 | 109 | 0.4% | $825 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $20.02万 | 0.00% | 739 | -61 | -7.6% | -$1.65万 | 减仓 |
| DHR | DANAHER CORP DEL | $20.05万 | 0.00% | 1,057 | 27 | 2.6% | $5,120 | 加仓 |
| TRP | TC ENERGY CORP | $20.07万 | 0.00% | 3,206 | -3,531 | -52.4% | -$22.10万 | 减仓 |
| AON | AON PLC | $20.11万 | 0.00% | 623 | 7 | 1.1% | $2,260 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $20.15万 | 0.00% | 8,506 | 8,506 | — | $20.15万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $20.23万 | 0.00% | 3,275 | -3,169 | -49.2% | -$19.58万 | 减仓 |
| SAN | BANCO SANTANDER SA | $20.26万 | 0.00% | 17,959 | 1,527 | 9.3% | $1.72万 | 加仓 |
| PWRD | TCW ETF TRUST | $20.27万 | 0.00% | 2,073 | 2,073 | — | $20.27万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.39万 | 0.00% | 10,734 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $20.43万 | 0.00% | 3,131 | -86,261 | -96.5% | -$562.90万 | 减仓 |
| IR | INGERSOLL RAND INC | $20.44万 | 0.00% | 2,551 | 10 | 0.4% | $801 | 加仓 |
| DHS | WISDOMTREE TR | $20.50万 | 0.00% | 1,877 | 1,877 | — | $20.50万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $20.68万 | 0.00% | 3,072 | 13 | 0.4% | $875 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $20.80万 | 0.00% | 5,223 | 5,223 | — | $20.80万 | 新建仓 |
| YUM | YUM BRANDS INC | $20.96万 | 0.00% | 1,348 | -41 | -3.0% | -$6,374 | 减仓 |
| AFL | AFLAC INC | $20.99万 | 0.00% | 1,913 | -8 | -0.4% | -$878 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $21.23万 | 0.00% | 4,919 | -2,934 | -37.4% | -$12.66万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $21.31万 | 0.00% | 1,329 | -305 | -18.7% | -$4.89万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $21.43万 | 0.00% | 7,188 | 7,188 | — | $21.43万 | 新建仓 |
| DON | WISDOMTREE TR | $21.53万 | 0.00% | 4,098 | -8,345 | -67.1% | -$43.84万 | 减仓 |
| SMLV | SPDR SERIES TRUST | $21.59万 | 0.00% | 1,575 | 8 | 0.5% | $1,097 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $21.61万 | 0.00% | 5,545 | 6 | 0.1% | $234 | 加仓 |
| URTH | ISHARES INC | $21.78万 | 0.00% | 1,210 | -186 | -13.3% | -$3.35万 | 减仓 |
| BGIG | ETF SER SOLUTIONS | $21.95万 | 0.00% | 6,600 | 6,600 | — | $21.95万 | 新建仓 |
| JBL | JABIL INC | $21.97万 | 0.00% | 827 | 827 | — | $21.97万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $22.06万 | 0.00% | 1,272 | -33 | -2.5% | -$5,724 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $22.12万 | 0.00% | 1,955 | 1,955 | — | $22.12万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $22.37万 | 0.00% | 1,534 | 1,534 | — | $22.37万 | 新建仓 |
| IDU | ISHARES TR | $22.37万 | 0.00% | 1,926 | 8 | 0.4% | $929 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $22.45万 | 0.00% | 6,697 | -3,330 | -33.2% | -$11.17万 | 重新持有 |
| SAP | SAP SE | $22.57万 | 0.00% | 1,318 | -562 | -29.9% | -$9.62万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $22.57万 | 0.00% | 5,723 | 399 | 7.5% | $1.57万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $22.60万 | 0.00% | 6,967 | -1,154 | -14.2% | -$3.74万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $22.65万 | 0.00% | 6,727 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $22.69万 | 0.00% | 2,840 | 2,840 | — | $22.69万 | 新建仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $22.70万 | 0.00% | 1,746 | 9 | 0.5% | $1,170 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $22.90万 | 0.00% | 8,965 | 8,965 | — | $22.90万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.96万 | 0.00% | 498 | 72 | 16.9% | $3.32万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $23.00万 | 0.00% | 9,541 | 9,541 | — | $23.00万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $23.18万 | 0.00% | 4,226 | 378 | 9.8% | $2.07万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $23.20万 | 0.00% | 12,877 | 189 | 1.5% | $3,406 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $23.21万 | 0.00% | 1,716 | -62 | -3.5% | -$8,384 | 减仓 |
| ISCF | ISHARES TR | $23.29万 | 0.00% | 5,572 | 9 | 0.2% | $376 | 加仓 |
| AXON | AXON ENTERPRISE INC | $23.32万 | 0.00% | 549 | 22 | 4.2% | $9,343 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $23.66万 | 0.00% | 7,411 | 158 | 2.2% | $5,045 | 加仓 |
| INTC | INTEL CORP | $23.94万 | 0.00% | 5,424 | -6,395 | -54.1% | -$28.22万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $23.94万 | 0.00% | 1,313 | -1 | -0.1% | -$182 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $23.95万 | 0.00% | 667 | 4 | 0.6% | $1,436 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $23.97万 | 0.00% | 4,748 | 16 | 0.3% | $808 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $24.00万 | 0.00% | 2,030 | 57 | 2.9% | $6,739 | 加仓 |
| MDT | MEDTRONIC PLC | $24.25万 | 0.00% | 2,799 | 208 | 8.0% | $1.80万 | 加仓 |
| UNP | UNION PAC CORP | $24.29万 | 0.00% | 1,001 | -10 | -1.0% | -$2,426 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.40万 | 0.00% | 1,863 | -855 | -31.5% | -$11.20万 | 减仓 |
| SRE | SEMPRA | $24.43万 | 0.00% | 2,514 | 50 | 2.0% | $4,858 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.55万 | 0.00% | 4,048 | -728 | -15.2% | -$4.42万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $24.66万 | 0.00% | 4,415 | -11 | -0.2% | -$614 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $24.74万 | 0.01% | 12,607 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $24.81万 | 0.01% | 12,703 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $24.84万 | 0.01% | 2,081 | 2 | 0.1% | $239 | 加仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $24.91万 | 0.01% | 6,215 | 98 | 1.6% | $3,928 | 加仓 |
| HEI/A | HEICO CORP NEW | $24.97万 | 0.01% | 1,183 | 38 | 3.3% | $8,021 | 加仓 |
| SPSM | SPDR SERIES TRUST | $25.00万 | 0.01% | 5,175 | 291 | 6.0% | $1.41万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $25.05万 | 0.01% | 11,260 | 918 | 8.9% | $2.04万 | 加仓 |
| AGG | ISHARES TR | $25.11万 | 0.01% | 2,529 | -1,448 | -36.4% | -$14.37万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $25.32万 | 0.01% | 5,508 | -90 | -1.6% | -$4,137 | 减仓 |