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 |
|---|---|---|---|---|---|---|---|---|
| QTUM | ETF SER SOLUTIONS | $54.76万 | 0.01% | 3,311 | 3,311 | — | $54.76万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $54.95万 | 0.01% | 4,493 | -63 | -1.4% | -$7,705 | 减仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $55.03万 | 0.01% | 10,987 | -3,980 | -26.6% | -$19.94万 | 减仓 |
| DAL | DELTA AIR LINES INC | $55.16万 | 0.01% | 5,892 | -232 | -3.8% | -$2.17万 | 减仓 |
| ESGE | ISHARES INC | $55.76万 | 0.01% | 10,196 | 110 | 1.1% | $6,016 | 加仓 |
| DIVO | AMPLIFY ETF TR | $56.50万 | 0.01% | 12,364 | 405 | 3.4% | $1.85万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $57.85万 | 0.01% | 15,239 | -114,684 | -88.3% | -$435.33万 | 减仓 |
| EFA | ISHARES TR | $57.88万 | 0.01% | 5,571 | 262 | 4.9% | $2.72万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $58.26万 | 0.01% | 48,961 | 882 | 1.8% | $1.05万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $58.69万 | 0.01% | 4,055 | 275 | 7.3% | $3.98万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $60.35万 | 0.01% | 9,430 | -3,123 | -24.9% | -$19.99万 | 减仓 |
| OPLN | OPENLANE INC | $60.75万 | 0.01% | 14,732 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $60.83万 | 0.01% | 75,000 | 75,000 | — | $60.83万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $60.97万 | 0.01% | 6,715 | -1,651 | -19.7% | -$14.99万 | 减仓 |
| VPU | VANGUARD WORLD FD | $61.13万 | 0.01% | 3,123 | 418 | 15.5% | $8.18万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $61.15万 | 0.01% | 12,394 | 1,933 | 18.5% | $9.54万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $61.47万 | 0.01% | 2,804 | -114 | -3.9% | -$2.50万 | 减仓 |
| URI | UNITED RENTALS INC | $62.28万 | 0.01% | 550 | 85 | 18.3% | $9.63万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $62.32万 | 0.01% | 8,347 | 334 | 4.2% | $2.49万 | 加仓 |
| EEM | ISHARES TR | $62.34万 | 0.01% | 9,113 | -15,274 | -62.6% | -$104.49万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $62.40万 | 0.01% | 19,505 | 12,094 | 163.2% | $38.69万 | 加仓 |
| BA | BOEING CO | $62.52万 | 0.01% | 2,886 | -413 | -12.5% | -$8.95万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $62.92万 | 0.01% | 8,717 | -25,449 | -74.5% | -$183.70万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $63.00万 | 0.01% | 1,206 | -96 | -7.4% | -$5.01万 | 减仓 |
| IWN | ISHARES TR | $63.60万 | 0.01% | 2,875 | -92 | -3.1% | -$2.04万 | 减仓 |
| INTF | ISHARES TR | $63.81万 | 0.01% | 15,579 | -353 | -2.2% | -$1.45万 | 减仓 |
| EEMV | ISHARES INC | $64.05万 | 0.01% | 8,509 | -265 | -3.0% | -$1.99万 | 减仓 |
| IYC | ISHARES TR | $64.18万 | 0.01% | 6,349 | 9 | 0.1% | $910 | 加仓 |
| VBK | VANGUARD INDEX FDS | $64.22万 | 0.01% | 1,756 | -1,459 | -45.4% | -$53.36万 | 减仓 |
| IYH | ISHARES TR | $64.31万 | 0.01% | 9,596 | -136,061 | -93.4% | -$911.78万 | 减仓 |
| DIS | DISNEY WALT CO | $64.47万 | 0.01% | 6,694 | -937 | -12.3% | -$9.02万 | 减仓 |
| ILCG | ISHARES TR | $65.62万 | 0.01% | 5,607 | 122 | 2.2% | $1.43万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $65.94万 | 0.01% | 5,285 | 338 | 6.8% | $4.22万 | 加仓 |
| IWB | ISHARES TR | $66.30万 | 0.01% | 1,619 | 96 | 6.3% | $3.93万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $66.97万 | 0.01% | 12,395 | 5,544 | 80.9% | $29.95万 | 加仓 |
| DBEF | DBX ETF TR | $66.98万 | 0.01% | 12,261 | -6,020 | -32.9% | -$32.89万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $67.40万 | 0.01% | 2,319 | 7 | 0.3% | $2,035 | 加仓 |
| IWF | ISHARES TR | $67.57万 | 0.01% | 5,442 | -2,042 | -27.3% | -$25.35万 | 减仓 |
| ACWX | ISHARES TR | $68.06万 | 0.01% | 8,942 | -2,259 | -20.2% | -$17.19万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $68.76万 | 0.01% | 21,637 | 6,133 | 39.6% | $19.49万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $69.41万 | 0.01% | 19,143 | 390 | 2.1% | $1.41万 | 加仓 |
| MCD | MCDONALDS CORP | $69.96万 | 0.01% | 2,586 | -145 | -5.3% | -$3.92万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $70.37万 | 0.01% | 25,739 | 0 | 0.0% | — | 不变 |
| HEGD | LISTED FDS TR | $70.40万 | 0.01% | 26,406 | -148 | -0.6% | -$3,946 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $70.89万 | 0.01% | 3,516 | -87 | -2.4% | -$1.75万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $71.19万 | 0.01% | 26,702 | -3 | -0.0% | -$80 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $71.72万 | 0.01% | 7,789 | -495 | -6.0% | -$4.56万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $73.00万 | 0.01% | 2,301 | 532 | 30.1% | $16.88万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $73.43万 | 0.01% | 551 | -507 | -47.9% | -$67.57万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $74.14万 | 0.01% | 12,691 | -41 | -0.3% | -$2,395 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $74.38万 | 0.01% | 29,448 | -3,216 | -9.8% | -$8.12万 | 减仓 |
| BIL | SPDR SERIES TRUST | $74.62万 | 0.01% | 8,142 | -20 | -0.2% | -$1,833 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $75.19万 | 0.01% | 29,642 | 37 | 0.1% | $939 | 加仓 |
| SPIB | SPDR SERIES TRUST | $75.21万 | 0.01% | 22,476 | 458 | 2.1% | $1.53万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $75.21万 | 0.01% | 28,506 | 73 | 0.3% | $1,926 | 加仓 |
| MS | MORGAN STANLEY | $75.30万 | 0.01% | 3,601 | -228 | -6.0% | -$4.77万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $75.32万 | 0.01% | 17,787 | 1,640 | 10.2% | $6.95万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $75.48万 | 0.01% | 1,505 | -1,009 | -40.1% | -$50.60万 | 减仓 |
| WTV | WISDOMTREE TR | $75.52万 | 0.01% | 7,425 | 14 | 0.2% | $1,424 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $75.78万 | 0.01% | 1,486 | 37 | 2.6% | $1.89万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $76.12万 | 0.01% | 45,582 | 93 | 0.2% | $1,553 | 加仓 |
| — | INNOVATOR ETFS TRUST | $76.65万 | 0.01% | 19,489 | -105 | -0.5% | -$4,130 | 减仓 |
| TLH | ISHARES TR | $76.69万 | 0.01% | 7,642 | -528 | -6.5% | -$5.30万 | 减仓 |
| DGT | SPDR SERIES TRUST | $76.74万 | 0.01% | 4,153 | 4,153 | — | $76.74万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $76.79万 | 0.01% | 26,516 | -1,329 | -4.8% | -$3.85万 | 减仓 |
| TIP | ISHARES TR | $76.92万 | 0.01% | 7,029 | 1,074 | 18.0% | $11.75万 | 加仓 |
| F | FORD MTR CO | $77.12万 | 0.01% | 55,534 | -1,141 | -2.0% | -$1.58万 | 减仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $77.50万 | 0.01% | 27,194 | -65 | -0.2% | -$1,853 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $77.60万 | 0.01% | 12,565 | -214 | -1.7% | -$1.32万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $77.91万 | 0.01% | 14,669 | -3,873 | -20.9% | -$20.57万 | 减仓 |
| MGC | VANGUARD WORLD FD | $77.92万 | 0.01% | 2,848 | 322 | 12.7% | $8.81万 | 加仓 |
| PAVE | GLOBAL X FDS | $77.93万 | 0.01% | 13,226 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $78.13万 | 0.01% | 9,497 | -464 | -4.7% | -$3.82万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $78.43万 | 0.01% | 33,834 | -8,827 | -20.7% | -$20.46万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $78.60万 | 0.01% | 15,542 | 2,374 | 18.0% | $12.01万 | 加仓 |
| SOXX | ISHARES TR | $78.81万 | 0.01% | 1,230 | 257 | 26.4% | $16.47万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $79.33万 | 0.01% | 2,049 | -35 | -1.7% | -$1.36万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $80.05万 | 0.01% | 21,369 | -290 | -1.3% | -$1.09万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $81.04万 | 0.01% | 15,360 | 1,883 | 14.0% | $9.93万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $81.37万 | 0.01% | 5,566 | -2,308 | -29.3% | -$33.74万 | 减仓 |
| VDE | VANGUARD WORLD FD | $81.71万 | 0.01% | 5,443 | -730 | -11.8% | -$10.96万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $81.77万 | 0.01% | 16,260 | 16,260 | — | $81.77万 | 新建仓 |
| BAC | BANK OF AMER CORP | $82.06万 | 0.01% | 14,379 | 1,882 | 15.1% | $10.74万 | 加仓 |
| MGK | VANGUARD WORLD FD | $82.20万 | 0.01% | 9,350 | 815 | 9.5% | $7.16万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $82.38万 | 0.01% | 13,552 | -913 | -6.3% | -$5.55万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $82.45万 | 0.01% | 12,913 | 15 | 0.1% | $958 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $82.65万 | 0.01% | 30,089 | 241 | 0.8% | $6,620 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $82.68万 | 0.01% | 2,231 | -19 | -0.8% | -$7,041 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $83.11万 | 0.01% | 5,682 | 11 | 0.2% | $1,609 | 加仓 |
| DVY | ISHARES TR | $83.32万 | 0.01% | 5,331 | -8 | -0.1% | -$1,250 | 减仓 |
| TTE | TOTALENERGIES SE | $83.53万 | 0.02% | 10,743 | 2,077 | 24.0% | $16.15万 | 加仓 |
| MBB | ISHARES TR | $83.81万 | 0.02% | 8,867 | 1,859 | 26.5% | $17.57万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $83.84万 | 0.02% | 22,350 | 354 | 1.6% | $1.33万 | 加仓 |
| IDV | ISHARES TR | $83.94万 | 0.02% | 20,261 | 593 | 3.0% | $2.46万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $83.96万 | 0.02% | 18,517 | -887,514 | -98.0% | -$4,023.94万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $84.33万 | 0.02% | 24,359 | -117,340 | -82.8% | -$406.22万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $84.60万 | 0.02% | 7,725 | -1,867 | -19.5% | -$20.45万 | 减仓 |
| SLV | ISHARES SILVER TR | $84.68万 | 0.02% | 15,837 | 837 | 5.6% | $4.48万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $85.01万 | 0.02% | 24,904 | 4,503 | 22.1% | $15.37万 | 加仓 |
| VV | VANGUARD INDEX FDS | $85.08万 | 0.02% | 2,474 | -4,254 | -63.2% | -$146.29万 | 减仓 |