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 |
|---|---|---|---|---|---|---|---|---|
| RWL | INVESCO EXCH TRADED FD TR II | $36.46万 | 0.01% | 2,854 | 8 | 0.3% | $1,022 | 加仓 |
| QCOM | QUALCOMM INC | $36.59万 | 0.01% | 1,987 | -19 | -0.9% | -$3,499 | 减仓 |
| AME | AMETEK INC | $36.78万 | 0.01% | 1,523 | 82 | 5.7% | $1.98万 | 加仓 |
| WM | WASTE MGMT INC DEL | $36.79万 | 0.01% | 1,651 | 25 | 1.5% | $5,571 | 加仓 |
| ARKK | ARK ETF TR | $36.81万 | 0.01% | 4,555 | -1,064 | -18.9% | -$8.60万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $36.92万 | 0.01% | 6,042 | 151 | 2.6% | $9,227 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $37.12万 | 0.01% | 8,245 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $37.13万 | 0.01% | 16,110 | -2,756 | -14.6% | -$6.35万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $37.51万 | 0.01% | 5,552 | 5,552 | — | $37.51万 | 新建仓 |
| PAUG | INNOVATOR ETFS TRUST | $37.64万 | 0.01% | 8,248 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $37.88万 | 0.01% | 1,051 | 2 | 0.2% | $721 | 加仓 |
| ESGD | ISHARES TR | $37.93万 | 0.01% | 3,689 | 230 | 6.6% | $2.36万 | 加仓 |
| EBAY | EBAY INC. | $37.97万 | 0.01% | 3,391 | 226 | 7.1% | $2.53万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $38.01万 | 0.01% | 7,950 | 74 | 0.9% | $3,538 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $38.41万 | 0.01% | 6,639 | -1,309 | -16.5% | -$7.57万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $38.46万 | 0.01% | 4,161 | -613 | -12.8% | -$5.67万 | 减仓 |
| VCR | VANGUARD WORLD FD | $38.98万 | 0.01% | 983 | 1 | 0.1% | $397 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $39.18万 | 0.01% | 16,660 | 1,092 | 7.0% | $2.57万 | 加仓 |
| CRM | SALESFORCE INC | $39.50万 | 0.01% | 2,513 | -778 | -23.6% | -$12.23万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $39.74万 | 0.01% | 4,784 | -85 | -1.7% | -$7,061 | 减仓 |
| IGSB | ISHARES TR | $39.97万 | 0.01% | 7,625 | 1,242 | 19.5% | $6.51万 | 加仓 |
| ROST | ROSS STORES INC | $40.15万 | 0.01% | 1,886 | -589 | -23.8% | -$12.54万 | 减仓 |
| VLO | VALERO ENERGY CORP | $40.15万 | 0.01% | 1,536 | -11 | -0.7% | -$2,876 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $40.16万 | 0.01% | 6,203 | 661 | 11.9% | $4.28万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $40.46万 | 0.01% | 9,843 | 9,843 | — | $40.46万 | 新建仓 |
| FLXR | TCW ETF TRUST | $40.48万 | 0.01% | 10,323 | 10,323 | — | $40.48万 | 新建仓 |
| LOW | LOWES COS INC | $40.64万 | 0.01% | 1,842 | -6 | -0.3% | -$1,324 | 减仓 |
| IJK | ISHARES TR | $40.70万 | 0.01% | 3,464 | 429 | 14.1% | $5.04万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $41.00万 | 0.01% | 1,241 | 32 | 2.6% | $1.06万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $41.08万 | 0.01% | 7,200 | -259 | -3.5% | -$1.48万 | 减仓 |
| HCI | HCI GROUP INC | $41.18万 | 0.01% | 2,350 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $41.20万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $41.42万 | 0.01% | 1,872 | 1,872 | — | $41.42万 | 新建仓 |
| SHLD | GLOBAL X FDS | $41.44万 | 0.01% | 6,940 | 1,890 | 37.4% | $11.28万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $41.50万 | 0.01% | 8,994 | 346 | 4.0% | $1.60万 | 加仓 |
| HON | HONEYWELL INTL INC | $41.51万 | 0.01% | 1,854 | -288 | -13.4% | -$6.45万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $41.53万 | 0.01% | 18,571 | 18,571 | — | $41.53万 | 新建仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $41.78万 | 0.01% | 14,058 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $41.91万 | 0.01% | 1,407 | 2 | 0.1% | $596 | 加仓 |
| LDUR | PIMCO ETF TR | $42.05万 | 0.01% | 4,398 | -352 | -7.4% | -$3.37万 | 减仓 |
| OKE | ONEOK INC NEW | $42.18万 | 0.01% | 4,852 | -196 | -3.9% | -$1.70万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $42.35万 | 0.01% | 1,697 | 137 | 8.8% | $3.42万 | 加仓 |
| SHOP | SHOPIFY INC | $42.39万 | 0.01% | 3,710 | 791 | 27.1% | $9.04万 | 加仓 |
| IJJ | ISHARES TR | $42.51万 | 0.01% | 2,877 | 75 | 2.7% | $1.11万 | 加仓 |
| NVO | NOVO-NORDISK A S | $42.51万 | 0.01% | 8,810 | -1,148 | -11.5% | -$5.54万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $42.56万 | 0.01% | 8,971 | 0 | 0.0% | — | 不变 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $43.04万 | 0.01% | 7,902 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $43.08万 | 0.01% | 39,525 | 2,339 | 6.3% | $2.55万 | 加仓 |
| QYLD | GLOBAL X FDS | $43.84万 | 0.01% | 23,786 | 698 | 3.0% | $1.29万 | 加仓 |
| MET | METLIFE INC | $43.92万 | 0.01% | 5,175 | -1,318 | -20.3% | -$11.19万 | 减仓 |
| MPC | MARATHON PETE CORP | $44.01万 | 0.01% | 1,713 | 254 | 17.4% | $6.53万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $44.50万 | 0.01% | 6,275 | 765 | 13.9% | $5.43万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $44.78万 | 0.01% | 4,073 | 4,073 | — | $44.78万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $44.84万 | 0.01% | 1,832 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB STRATEGIC TR | $44.93万 | 0.01% | 17,400 | 17,400 | — | $44.93万 | 新建仓 |
| LIN | LINDE PLC | $44.94万 | 0.01% | 864 | -15 | -1.7% | -$7,803 | 减仓 |
| SPYG | SPDR SERIES TRUST | $45.22万 | 0.01% | 3,800 | -1,768 | -31.8% | -$21.04万 | 减仓 |
| SHEL | SHELL PLC | $45.22万 | 0.01% | 5,831 | -3,737 | -39.1% | -$28.98万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $45.33万 | 0.01% | 19,007 | 6,277 | 49.3% | $14.97万 | 加仓 |
| IGRO | ISHARES TR | $45.42万 | 0.01% | 5,166 | 46 | 0.9% | $4,044 | 加仓 |
| — | ISHARES TR | $45.64万 | 0.01% | 10,618 | 2,000 | 23.2% | $8.60万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $45.67万 | 0.01% | 3,265 | -339 | -9.4% | -$4.74万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $45.81万 | 0.01% | 1,342 | 13 | 1.0% | $4,437 | 加仓 |
| IJS | ISHARES TR | $46.17万 | 0.01% | 3,378 | -747 | -18.1% | -$10.21万 | 减仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $46.25万 | 0.01% | 18,435 | -1,076 | -5.5% | -$2.70万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $46.66万 | 0.01% | 16,705 | 0 | 0.0% | — | 不变 |
| — | TORTOISE CAPITAL SERIES TRUS | $46.74万 | 0.01% | 9,058 | 88 | 1.0% | $4,541 | 加仓 |
| BOND | PIMCO ETF TR | $46.80万 | 0.01% | 5,076 | 54 | 1.1% | $4,979 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $47.30万 | 0.01% | 5,985 | -48 | -0.8% | -$3,794 | 减仓 |
| SMLF | ISHARES TR | $47.45万 | 0.01% | 5,323 | -101 | -1.9% | -$9,003 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $48.39万 | 0.01% | 1,950 | 76 | 4.1% | $1.89万 | 加仓 |
| — | VANECK ETF TRUST | $48.53万 | 0.01% | 14,594 | -365 | -2.4% | -$1.21万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $48.69万 | 0.01% | 5,404 | 5,404 | — | $48.69万 | 新建仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $48.88万 | 0.01% | 20,882 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $48.96万 | 0.01% | 3,868 | 98 | 2.6% | $1.24万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $49.52万 | 0.01% | 3,155 | -416 | -11.6% | -$6.53万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $49.53万 | 0.01% | 1,831 | 390 | 27.1% | $10.55万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $49.79万 | 0.01% | 16,182 | 1,088 | 7.2% | $3.35万 | 加仓 |
| DDWM | WISDOMTREE TR | $49.93万 | 0.01% | 10,811 | -1,856 | -14.7% | -$8.57万 | 减仓 |
| SYK | STRYKER CORPORATION | $50.38万 | 0.01% | 1,597 | 79 | 5.2% | $2.49万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $50.62万 | 0.01% | 17,680 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $50.65万 | 0.01% | 2,836 | -192 | -6.3% | -$3.43万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $51.18万 | 0.01% | 6,979 | 461 | 7.1% | $3.38万 | 加仓 |
| IYE | ISHARES TR | $51.46万 | 0.01% | 9,093 | -2,950 | -24.5% | -$16.69万 | 减仓 |
| BFLX | BLACKROCK ETF TRUST | $51.69万 | 0.01% | 20,177 | 20,177 | — | $51.69万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $51.90万 | 0.01% | 4,444 | 637 | 16.7% | $7.44万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $51.96万 | 0.01% | 3,055 | 3,055 | — | $51.96万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $52.01万 | 0.01% | 14,503 | -1,714 | -10.6% | -$6.15万 | 减仓 |
| PPL | PPL CORP | $52.21万 | 0.01% | 14,363 | 287 | 2.0% | $1.04万 | 加仓 |
| IWR | ISHARES TR | $52.23万 | 0.01% | 4,734 | -140 | -2.9% | -$1.54万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $52.80万 | 0.01% | 9,155 | 3,980 | 76.9% | $22.95万 | 加仓 |
| NFLX | NETFLIX INC. | $52.82万 | 0.01% | 7,346 | 1,036 | 16.4% | $7.45万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $52.93万 | 0.01% | 3,798 | 613 | 19.2% | $8.54万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $53.17万 | 0.01% | 5,678 | 873 | 18.2% | $8.17万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $53.34万 | 0.01% | 3,302 | -435 | -11.6% | -$7.03万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $53.71万 | 0.01% | 2,473 | -13 | -0.5% | -$2,823 | 减仓 |
| PEP | PEPSICO INC | $53.71万 | 0.01% | 3,964 | -89 | -2.2% | -$1.21万 | 减仓 |
| DLS | WISDOMTREE TR | $53.77万 | 0.01% | 6,418 | -837 | -11.5% | -$7.01万 | 减仓 |
| TFC | TRUIST FINL CORP | $54.49万 | 0.01% | 10,932 | -926 | -7.8% | -$4.62万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $54.62万 | 0.01% | 11,662 | 387 | 3.4% | $1.81万 | 加仓 |