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 |
|---|---|---|---|---|---|---|---|---|
| HEGD | LISTED FDS TR | $65.59万 | 0.01% | 26,554 | -1,420 | -5.1% | -$3.51万 | 减仓 |
| BA | BOEING CO | $65.67万 | 0.01% | 3,299 | -1,984 | -37.6% | -$39.49万 | 减仓 |
| TIP | ISHARES TR | $65.72万 | 0.01% | 5,955 | -258 | -4.2% | -$2.85万 | 减仓 |
| TDVG | T ROWE PRICE ETF INC | $65.81万 | 0.01% | 14,746 | -284 | -1.9% | -$1.27万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $65.94万 | 0.01% | 13,477 | 777 | 6.1% | $3.80万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $66.12万 | 0.01% | 14,967 | 14,967 | — | $66.12万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $66.14万 | 0.01% | 16,107 | 16,107 | — | $66.14万 | 新建仓 |
| MBB | ISHARES TR | $66.54万 | 0.01% | 7,008 | 2,616 | 59.6% | $24.84万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $66.64万 | 0.01% | 13,168 | -111 | -0.8% | -$5,618 | 减仓 |
| CMI | CUMMINS INC | $67.09万 | 0.01% | 1,247 | 1,247 | — | $67.09万 | 新建仓 |
| PAVE | GLOBAL X FDS | $67.20万 | 0.01% | 13,226 | 79 | 0.6% | $4,014 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $68.38万 | 0.01% | 21,659 | 21,659 | — | $68.38万 | 新建仓 |
| PFE | PFIZER INC | $69.10万 | 0.01% | 24,607 | -721 | -2.8% | -$2.02万 | 减仓 |
| TFSL | TFS FINL CORP | $69.30万 | 0.01% | 49,327 | 5,013 | 11.3% | $7.04万 | 加仓 |
| DE | DEERE & CO | $69.43万 | 0.01% | 1,232 | 20 | 1.7% | $1.13万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $69.89万 | 0.01% | 27,845 | 1,445 | 5.5% | $3.63万 | 加仓 |
| MNR | MACH NATURAL RESOURCES LP | $70.00万 | 0.01% | 50,000 | 50,000 | — | $70.00万 | 新建仓 |
| WTV | WISDOMTREE TR | $70.20万 | 0.01% | 7,411 | -23 | -0.3% | -$2,179 | 减仓 |
| — | INNOVATOR ETFS TRUST | $70.56万 | 0.01% | 19,594 | 259 | 1.3% | $9,326 | 加仓 |
| D | DOMINION ENERGY INC | $70.61万 | 0.01% | 11,421 | 2,160 | 23.3% | $13.35万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $71.80万 | 0.01% | 9,610 | 84 | 0.9% | $6,276 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $72.28万 | 0.01% | 12,553 | 21 | 0.2% | $1,209 | 加仓 |
| VLUE | ISHARES TR | $72.73万 | 0.01% | 5,115 | 952 | 22.9% | $13.54万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $72.73万 | 0.01% | 5,671 | 3 | 0.1% | $385 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $73.19万 | 0.01% | 18,835 | 26 | 0.1% | $1,010 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $73.33万 | 0.01% | 26,705 | 26,705 | — | $73.33万 | 新建仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $73.37万 | 0.01% | 27,259 | 348 | 1.3% | $9,367 | 加仓 |
| DIS | DISNEY WALT CO | $73.55万 | 0.01% | 7,631 | 1,534 | 25.2% | $14.78万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $73.60万 | 0.01% | 2,250 | -66 | -2.8% | -$2.16万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $73.85万 | 0.01% | 22,018 | 10,753 | 95.5% | $36.07万 | 加仓 |
| EFG | ISHARES TR | $74.35万 | 0.02% | 6,676 | 6,676 | — | $74.35万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $74.72万 | 0.02% | 12,779 | 1,362 | 11.9% | $7.96万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $74.72万 | 0.02% | 28,433 | 28,433 | — | $74.72万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $74.80万 | 0.02% | 8,162 | -3,604 | -30.6% | -$33.03万 | 减仓 |
| MO | ALTRIA GROUP INC | $75.14万 | 0.02% | 11,387 | 685 | 6.4% | $4.52万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $75.21万 | 0.02% | 15,197 | -1,494 | -9.0% | -$7.39万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $75.21万 | 0.02% | 12,732 | -418 | -3.2% | -$2.47万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $75.22万 | 0.02% | 29,605 | -1,048 | -3.4% | -$2.66万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $75.31万 | 0.02% | 3,603 | 1,894 | 110.8% | $39.59万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $76.47万 | 0.02% | 8,284 | -1,500 | -15.3% | -$13.85万 | 减仓 |
| ACWX | ISHARES TR | $76.70万 | 0.02% | 11,201 | 6,817 | 155.5% | $46.68万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $77.46万 | 0.02% | 9,612 | 9,612 | — | $77.46万 | 新建仓 |
| IAGG | ISHARES TR | $77.71万 | 0.02% | 15,529 | 8,176 | 111.2% | $40.91万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $77.83万 | 0.02% | 45,489 | -2,111 | -4.4% | -$3.61万 | 减仓 |
| IYE | ISHARES TR | $78.00万 | 0.02% | 12,043 | -1,249 | -9.4% | -$8.09万 | 减仓 |
| SCZ | ISHARES TR | $78.11万 | 0.02% | 9,961 | 1,938 | 24.2% | $15.20万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $78.81万 | 0.02% | 31,840 | 1,756 | 5.8% | $4.35万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $78.84万 | 0.02% | 25,851 | 152 | 0.6% | $4,636 | 加仓 |
| TTE | TOTALENERGIES SE | $78.84万 | 0.02% | 8,666 | 811 | 10.3% | $7.38万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $78.97万 | 0.02% | 21,996 | 8,209 | 59.5% | $29.47万 | 加仓 |
| IGF | ISHARES TR | $79.46万 | 0.02% | 11,860 | -199 | -1.7% | -$1.33万 | 减仓 |
| MRK | MERCK & CO INC | $79.75万 | 0.02% | 6,629 | -1,243 | -15.8% | -$14.95万 | 减仓 |
| IWF | ISHARES TR | $79.77万 | 0.02% | 1,871 | 28 | 1.5% | $1.19万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $79.77万 | 0.02% | 10,422 | 2,917 | 38.9% | $22.33万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $79.80万 | 0.02% | 2,312 | -11 | -0.5% | -$3,797 | 减仓 |
| APP | APPLOVIN CORP | $80.06万 | 0.02% | 2,012 | 578 | 40.3% | $23.00万 | 加仓 |
| — | CAPITOL SER TR | $80.09万 | 0.02% | 20,981 | -107 | -0.5% | -$4,084 | 减仓 |
| DVY | ISHARES TR | $80.84万 | 0.02% | 5,339 | 33 | 0.6% | $4,997 | 加仓 |
| RXI | ISHARES TR | $80.97万 | 0.02% | 4,343 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $81.04万 | 0.02% | 29,848 | 16,567 | 124.7% | $44.98万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $81.06万 | 0.02% | 16,147 | 748 | 4.9% | $3.76万 | 加仓 |
| IYW | ISHARES TR | $81.51万 | 0.02% | 4,493 | 813 | 22.1% | $14.75万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $81.68万 | 0.02% | 2,846 | -332 | -10.4% | -$9.53万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $81.84万 | 0.02% | 14,465 | 8,401 | 138.5% | $47.53万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $82.17万 | 0.02% | 13,595 | 7 | 0.1% | $423 | 加仓 |
| TLH | ISHARES TR | $82.29万 | 0.02% | 8,170 | 2,853 | 53.7% | $28.74万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $82.41万 | 0.02% | 11,267 | -1,151 | -9.3% | -$8.42万 | 减仓 |
| HEFA | ISHARES TR | $82.72万 | 0.02% | 19,466 | 536 | 2.8% | $2.28万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $82.82万 | 0.02% | 32,664 | -425 | -1.3% | -$1.08万 | 减仓 |
| IDV | ISHARES TR | $83.71万 | 0.02% | 19,668 | -877 | -4.3% | -$3.73万 | 减仓 |
| MCD | MCDONALDS CORP | $84.85万 | 0.02% | 2,731 | 217 | 8.6% | $6.74万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $85.89万 | 0.02% | 8,366 | 617 | 8.0% | $6.33万 | 加仓 |
| IWP | ISHARES TR | $86.69万 | 0.02% | 6,766 | 51 | 0.8% | $6,534 | 加仓 |
| WFC | WELLS FARGO & CO | $87.05万 | 0.02% | 10,934 | 1,356 | 14.2% | $10.80万 | 加仓 |
| FEGE | RBB FUND TRUST | $87.36万 | 0.02% | 18,587 | 2,330 | 14.3% | $10.95万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $87.58万 | 0.02% | 1,449 | 16 | 1.1% | $9,671 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $87.59万 | 0.02% | 15,502 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $87.83万 | 0.02% | 10,352 | -700 | -6.3% | -$5.94万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $88.02万 | 0.02% | 22,295 | 854 | 4.0% | $3.37万 | 加仓 |
| EMGF | ISHARES INC | $88.74万 | 0.02% | 14,685 | -690 | -4.5% | -$4.17万 | 减仓 |
| SHEL | SHELL PLC | $88.98万 | 0.02% | 9,568 | 973 | 11.3% | $9.05万 | 加仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $89.23万 | 0.02% | 21,164 | 2,124 | 11.2% | $8.95万 | 加仓 |
| DBEF | DBX ETF TR | $90.31万 | 0.02% | 18,281 | -67,438 | -78.7% | -$333.13万 | 减仓 |
| IWD | ISHARES TR | $90.66万 | 0.02% | 4,243 | 1,046 | 32.7% | $22.35万 | 加仓 |
| CALF | PACER FDS TR | $90.82万 | 0.02% | 20,241 | -2,340 | -10.4% | -$10.50万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $91.15万 | 0.02% | 21,416 | 21,416 | — | $91.15万 | 新建仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $91.38万 | 0.02% | 42,661 | -2,182 | -4.9% | -$4.67万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $92.94万 | 0.02% | 3,435 | -68 | -1.9% | -$1.84万 | 减仓 |
| OIH | VANECK ETF TRUST | $94.41万 | 0.02% | 2,336 | 758 | 48.0% | $30.64万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $95.20万 | 0.02% | 6,139 | 27 | 0.4% | $4,187 | 加仓 |
| NULV | NUSHARES ETF TR | $95.32万 | 0.02% | 20,950 | 2,203 | 11.8% | $10.02万 | 加仓 |
| IFRA | ISHARES TR | $95.48万 | 0.02% | 16,692 | 81 | 0.5% | $4,633 | 加仓 |
| VBK | VANGUARD INDEX FDS | $97.17万 | 0.02% | 3,215 | -8 | -0.2% | -$2,418 | 减仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $97.50万 | 0.02% | 12,021 | 90 | 0.8% | $7,300 | 加仓 |
| GEV | GE VERNOVA INC | $98.45万 | 0.02% | 1,128 | 14 | 1.3% | $1.22万 | 加仓 |
| PSX | PHILLIPS 66 | $98.59万 | 0.02% | 5,412 | 3,604 | 199.3% | $65.65万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $98.92万 | 0.02% | 9,592 | -332 | -3.3% | -$3.42万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $99.62万 | 0.02% | 19,610 | 125 | 0.6% | $6,350 | 加仓 |
| SLV | ISHARES SILVER TR | $102.21万 | 0.02% | 15,000 | 96 | 0.6% | $6,541 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $102.30万 | 0.02% | 28,244 | 13,712 | 94.4% | $49.66万 | 加仓 |