SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
LOS ANGELES CA · SEC CIK 0001079935
$55.59亿2026Q2 申报市值
668持仓数
45.7%前十大占比 · 第一大 8.6%
62 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MAGS 新建仓+$1.80亿
APH 新建仓+$8,503.71万
XLC 加仓+$4,114.57万
IGM 加仓+$3,992.86万
APP 加仓+$3,830.82万
2026Q2 卖出最多 按季末市值估算
MCK 减仓-$7,471.28万
XLV 减仓-$5,845.07万
XLU 减仓-$4,023.94万
VUG 减仓-$3,299.19万
MA 减仓-$3,032.10万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FMAY | FIRST TR EXCHNG TRADED FD VI | $23.50万 | 0.00% | 4,181 | -4,931 | -54.1% | -$27.71万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $23.76万 | 0.00% | 12,825 | -52 | -0.4% | -$964 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.78万 | 0.00% | 478 | 478 | — | $23.78万 | 新建仓 |
| AIQ | GLOBAL X FDS | $23.82万 | 0.00% | 3,631 | 3,631 | — | $23.82万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $23.99万 | 0.00% | 5,482 | 5,482 | — | $23.99万 | 新建仓 |
| AFL | AFLAC INC | $24.04万 | 0.00% | 2,046 | 133 | 7.0% | $1.56万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $24.14万 | 0.00% | 2,936 | -503 | -14.6% | -$4.14万 | 重新持有 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $24.14万 | 0.00% | 6,243 | 6,243 | — | $24.14万 | 新建仓 |
| TLTW | ISHARES TR | $24.27万 | 0.00% | 10,865 | 10,865 | — | $24.27万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $24.38万 | 0.00% | 6,727 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $24.52万 | 0.00% | 1,087 | -879 | -44.7% | -$19.83万 | 减仓 |
| ISCF | ISHARES TR | $24.63万 | 0.00% | 5,691 | 119 | 2.1% | $5,151 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $24.80万 | 0.00% | 12,703 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $24.84万 | 0.00% | 3,411 | 339 | 11.0% | $2.47万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $24.93万 | 0.00% | 7,796 | 1,099 | 16.4% | $3.51万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $24.93万 | 0.00% | 1,584 | 9 | 0.6% | $1,417 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $24.94万 | 0.00% | 588 | 588 | — | $24.94万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $24.95万 | 0.00% | 6,218 | -891 | -12.5% | -$3.58万 | 减仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $25.25万 | 0.00% | 1,767 | 21 | 1.2% | $3,001 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $25.30万 | 0.00% | 9,259 | -29,918 | -76.4% | -$81.76万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $25.32万 | 0.00% | 7,475 | 7,475 | — | $25.32万 | 新建仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $25.56万 | 0.00% | 1,964 | -66 | -3.3% | -$8,590 | 减仓 |
| CCL | CARNIVAL CORP LTD | $25.61万 | 0.00% | 8,964 | 8,964 | — | $25.61万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $25.64万 | 0.00% | 714 | 714 | — | $25.64万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $25.87万 | 0.00% | 2,039 | 163 | 8.7% | $2.07万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $25.92万 | 0.00% | 7,896 | 708 | 9.8% | $2.32万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $26.16万 | 0.00% | 1,695 | 161 | 10.5% | $2.48万 | 加仓 |
| CVS | CVS HEALTH CORP | $26.17万 | 0.00% | 2,525 | 2,525 | — | $26.17万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.26万 | 0.00% | 658 | 160 | 32.1% | $6.38万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $26.33万 | 0.00% | 4,082 | 4,082 | — | $26.33万 | 新建仓 |
| EXC | EXELON CORP | $26.51万 | 0.00% | 5,680 | 275 | 5.1% | $1.28万 | 加仓 |
| XME | SPDR SERIES TRUST | $26.55万 | 0.00% | 2,483 | 2 | 0.1% | $214 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $26.88万 | 0.00% | 5,508 | 0 | 0.0% | — | 不变 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $26.90万 | 0.00% | 4,412 | -3 | -0.1% | -$183 | 减仓 |
| TFLO | ISHARES TR | $26.93万 | 0.00% | 5,318 | -352 | -6.2% | -$1.78万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $26.95万 | 0.00% | 4,892 | -1,500 | -23.5% | -$8.26万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.04万 | 0.00% | 1,852 | -11 | -0.6% | -$1,606 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $27.11万 | 0.00% | 548 | -119 | -17.8% | -$5.89万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $27.18万 | 0.00% | 5,737 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $27.21万 | 0.00% | 1,055 | -128 | -10.8% | -$3.30万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.24万 | 0.00% | 929 | -602 | -39.3% | -$17.65万 | 减仓 |
| JBL | JABIL INC | $27.46万 | 0.00% | 718 | -109 | -13.2% | -$4.17万 | 减仓 |
| SAP | SAP SE | $27.71万 | 0.00% | 1,784 | 466 | 35.4% | $7.24万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $27.82万 | 0.01% | 12,533 | 1,273 | 11.3% | $2.83万 | 加仓 |
| FIXT | TCW ETF TRUST | $27.87万 | 0.01% | 7,375 | 93 | 1.3% | $3,515 | 加仓 |
| PWRD | TCW ETF TRUST | $27.95万 | 0.01% | 2,273 | 200 | 9.6% | $2.46万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $27.96万 | 0.01% | 2,948 | -404 | -12.1% | -$3.83万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $28.10万 | 0.01% | 7,890 | -1,591 | -16.8% | -$5.67万 | 减仓 |
| NLR | VANECK ETF TRUST | $28.23万 | 0.01% | 2,434 | -148 | -5.7% | -$1.72万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $28.23万 | 0.01% | 7,417 | 450 | 6.5% | $1.71万 | 加仓 |
| B | BARRICK MNG CORP | $28.30万 | 0.01% | 7,689 | 601 | 8.5% | $2.21万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $28.32万 | 0.01% | 4,760 | 12 | 0.3% | $714 | 加仓 |
| SO | SOUTHERN CO | $28.34万 | 0.01% | 2,959 | -392 | -11.7% | -$3.75万 | 减仓 |
| CTAS | CINTAS CORP | $28.59万 | 0.01% | 1,678 | 1,678 | — | $28.59万 | 新建仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $28.65万 | 0.01% | 8,493 | 951 | 12.6% | $3.21万 | 加仓 |
| IXG | ISHARES TR | $28.66万 | 0.01% | 2,302 | 23 | 1.0% | $2,864 | 加仓 |
| ICOW | PACER FDS TR | $28.82万 | 0.01% | 6,922 | -249 | -3.5% | -$1.04万 | 减仓 |
| URTH | ISHARES INC | $28.92万 | 0.01% | 1,427 | 217 | 17.9% | $4.40万 | 加仓 |
| SPGI | S&P GLOBAL INC | $29.23万 | 0.01% | 716 | -31 | -4.1% | -$1.27万 | 减仓 |
| UNP | UNION PAC CORP | $29.56万 | 0.01% | 1,085 | 84 | 8.4% | $2.29万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $29.82万 | 0.01% | 3,981 | -7,286 | -64.7% | -$54.57万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $29.95万 | 0.01% | 7,251 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $29.96万 | 0.01% | 3,986 | -854 | -17.6% | -$6.42万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $30.04万 | 0.01% | 23,692 | 138 | 0.6% | $1,750 | 加仓 |
| — | SCHWAB STRATEGIC TR | $30.25万 | 0.01% | 4,324 | -3,485 | -44.6% | -$24.38万 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $30.34万 | 0.01% | 6,567 | 352 | 5.7% | $1.63万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $30.46万 | 0.01% | 5,548 | 3 | 0.1% | $165 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $30.61万 | 0.01% | 1,313 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $30.77万 | 0.01% | 3,724 | -344 | -8.5% | -$2.84万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $30.83万 | 0.01% | 8,708 | -320 | -3.5% | -$1.13万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $30.83万 | 0.01% | 5,114 | 888 | 21.0% | $5.35万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $30.89万 | 0.01% | 3,127 | 9 | 0.3% | $889 | 加仓 |
| — | RBB FD INC | $30.91万 | 0.01% | 10,052 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $31.07万 | 0.01% | 11,881 | 11,881 | — | $31.07万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $31.28万 | 0.01% | 5,977 | -24,103 | -80.1% | -$126.16万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $31.33万 | 0.01% | 638 | 26 | 4.2% | $1.28万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.67万 | 0.01% | 1,413 | -87 | -5.8% | -$1.95万 | 减仓 |
| ECL | ECOLAB INC | $31.87万 | 0.01% | 1,143 | 1,143 | — | $31.87万 | 新建仓 |
| GCOW | PACER FDS TR | $31.90万 | 0.01% | 7,368 | 754 | 11.4% | $3.26万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $32.28万 | 0.01% | 16,457 | 3,850 | 30.5% | $7.55万 | 加仓 |
| KKR | KKR & CO INC | $32.77万 | 0.01% | 3,570 | -1,378 | -27.8% | -$12.65万 | 减仓 |
| PSA | PUBLIC STORAGE | $32.79万 | 0.01% | 1,030 | 291 | 39.4% | $9.26万 | 加仓 |
| SDY | SPDR SERIES TRUST | $33.04万 | 0.01% | 2,171 | 5 | 0.2% | $761 | 加仓 |
| LRCX | LAM RESEARCH CORP | $33.11万 | 0.01% | 764 | 764 | — | $33.11万 | 新建仓 |
| ESGU | ISHARES TR | $33.28万 | 0.01% | 2,033 | -719 | -26.1% | -$11.77万 | 减仓 |
| TJX | TJX COS INC NEW | $33.38万 | 0.01% | 2,202 | -35 | -1.6% | -$5,306 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $33.63万 | 0.01% | 10,102 | -20,650 | -67.2% | -$68.74万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $33.74万 | 0.01% | 4,447 | -9,148 | -67.3% | -$69.41万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $33.75万 | 0.01% | 6,819 | 0 | 0.0% | — | 不变 |
| CCNE | CNB FINL CORP PA | $33.79万 | 0.01% | 10,025 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $33.88万 | 0.01% | 3,975 | 75 | 1.9% | $6,392 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $34.13万 | 0.01% | 2,910 | -1,092 | -27.3% | -$12.81万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $34.14万 | 0.01% | 609 | 60 | 10.9% | $3.36万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $34.39万 | 0.01% | 7,559 | 7,559 | — | $34.39万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $35.20万 | 0.01% | 2,043 | -101 | -4.7% | -$1.74万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $35.57万 | 0.01% | 5,149 | 8 | 0.2% | $553 | 加仓 |
| RVTY | REVVITY INC | $35.77万 | 0.01% | 3,215 | -674 | -17.3% | -$7.50万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $35.82万 | 0.01% | 5,735 | -1,460 | -20.3% | -$9.12万 | 减仓 |
| USXF | ISHARES TR | $35.86万 | 0.01% | 5,163 | 188 | 3.8% | $1.31万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $36.24万 | 0.01% | 2,648 | 23 | 0.9% | $3,148 | 加仓 |