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 |
|---|---|---|---|---|---|---|---|---|
| MUNI | PIMCO ETF TR | $105.19万 | 0.02% | 20,155 | 16,218 | 411.9% | $84.64万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $106.68万 | 0.02% | 39,177 | 9,466 | 31.9% | $25.78万 | 加仓 |
| VDE | VANGUARD WORLD FD | $106.81万 | 0.02% | 6,173 | 138 | 2.3% | $2.39万 | 加仓 |
| KXI | ISHARES TR | $107.52万 | 0.02% | 16,046 | -168 | -1.0% | -$1.13万 | 减仓 |
| IJH | ISHARES TR | $107.58万 | 0.02% | 15,931 | 1,305 | 8.9% | $8.81万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $107.91万 | 0.02% | 32,749 | 14,746 | 81.9% | $48.59万 | 加仓 |
| SGOV | ISHARES TR | $107.99万 | 0.02% | 10,728 | -15,128 | -58.5% | -$152.28万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $108.13万 | 0.02% | 1,753 | 1,753 | — | $108.13万 | 新建仓 |
| ASML | ASML HLDG NV | $108.31万 | 0.02% | 820 | -63 | -7.1% | -$8.32万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $108.79万 | 0.02% | 4,228 | -1,856 | -30.5% | -$47.76万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $110.38万 | 0.02% | 10,063 | 814 | 8.8% | $8.93万 | 加仓 |
| AZN | ASTRAZENECA PLC | $110.58万 | 0.02% | 5,607 | 5,607 | — | $110.58万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $110.61万 | 0.02% | 14,728 | -360 | -2.4% | -$2.70万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $110.92万 | 0.02% | 3,667 | 1,473 | 67.1% | $44.56万 | 加仓 |
| HD | HOME DEPOT INC | $111.13万 | 0.02% | 3,379 | 136 | 4.2% | $4.47万 | 加仓 |
| IBB | ISHARES TR | $111.35万 | 0.02% | 6,595 | -20 | -0.3% | -$3,377 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $112.57万 | 0.02% | 21,082 | -6,968 | -24.8% | -$37.21万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $113.58万 | 0.02% | 18,542 | -2,154 | -10.4% | -$13.19万 | 减仓 |
| ACWI | ISHARES TR | $114.67万 | 0.02% | 8,287 | 6,729 | 431.9% | $93.11万 | 加仓 |
| IEF | ISHARES TR | $115.42万 | 0.02% | 12,094 | 105 | 0.9% | $1.00万 | 加仓 |
| HDV | ISHARES TR | $116.06万 | 0.02% | 8,551 | -307 | -3.5% | -$4.17万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $118.15万 | 0.02% | 30,752 | -130,726 | -81.0% | -$502.25万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $118.27万 | 0.02% | 44,446 | -1,769 | -3.8% | -$4.71万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $118.49万 | 0.02% | 35,087 | 4,414 | 14.4% | $14.91万 | 加仓 |
| ABBV | ABBVIE INC | $119.49万 | 0.02% | 5,494 | 93 | 1.7% | $2.02万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $121.68万 | 0.02% | 27,869 | -26 | -0.1% | -$1,135 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $121.82万 | 0.02% | 24,418 | 8,769 | 56.0% | $43.75万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $121.90万 | 0.02% | 50,145 | 3,997 | 8.7% | $9.72万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $122.62万 | 0.02% | 1,058 | 52 | 5.2% | $6.03万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $123.60万 | 0.03% | 2,514 | -17,789 | -87.6% | -$874.57万 | 减仓 |
| ITA | ISHARES TR | $123.92万 | 0.03% | 5,665 | -639 | -10.1% | -$13.98万 | 减仓 |
| RTX | RTX CORPORATION | $124.17万 | 0.03% | 6,437 | -758 | -10.5% | -$14.62万 | 减仓 |
| NULG | NUSHARES ETF TR | $124.31万 | 0.03% | 13,670 | 1,366 | 11.1% | $12.42万 | 加仓 |
| IWM | ISHARES TR | $124.35万 | 0.03% | 5,014 | 5,014 | — | $124.35万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $124.90万 | 0.03% | 28,960 | 124 | 0.4% | $5,348 | 加仓 |
| USFR | WISDOMTREE TR | $126.98万 | 0.03% | 25,224 | -12,553 | -33.2% | -$63.19万 | 减仓 |
| V | VISA INC | $129.53万 | 0.03% | 4,286 | 54 | 1.3% | $1.63万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $129.67万 | 0.03% | 6,231 | 360 | 6.1% | $7.49万 | 加仓 |
| IAU | ISHARES GOLD TR | $129.79万 | 0.03% | 14,722 | -354 | -2.3% | -$3.12万 | 减仓 |
| COP | CONOCOPHILLIPS | $129.84万 | 0.03% | 9,836 | 5,173 | 110.9% | $68.29万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $130.27万 | 0.03% | 1,455 | 3 | 0.2% | $2,686 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $130.54万 | 0.03% | 41,899 | -10,749 | -20.4% | -$33.49万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $130.58万 | 0.03% | 9,825 | 525 | 5.6% | $6.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $131.25万 | 0.03% | 55,497 | 276 | 0.5% | $6,527 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $131.56万 | 0.03% | 1,555 | 5 | 0.3% | $4,230 | 加仓 |
| CAT | CATERPILLAR INC | $132.66万 | 0.03% | 1,873 | 132 | 7.6% | $9.35万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $134.17万 | 0.03% | 26,862 | -450 | -1.6% | -$2.25万 | 减仓 |
| IAUX | I-80 GOLD CORP | $136.78万 | 0.03% | 899,875 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $137.09万 | 0.03% | 39,876 | 668 | 1.7% | $2.30万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $137.49万 | 0.03% | 7,874 | -126,770 | -94.2% | -$2,213.53万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $138.19万 | 0.03% | 48,090 | 961 | 2.0% | $2.76万 | 加仓 |
| EEM | ISHARES TR | $138.49万 | 0.03% | 24,387 | -21 | -0.1% | -$1,193 | 减仓 |
| PGR | PROGRESSIVE CORP | $140.14万 | 0.03% | 7,069 | -106 | -1.5% | -$2.10万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $140.63万 | 0.03% | 48,014 | 1,092 | 2.3% | $3.20万 | 加仓 |
| ORCL | ORACLE CORP | $140.76万 | 0.03% | 9,568 | 1,475 | 18.2% | $21.70万 | 加仓 |
| ACWV | ISHARES INC | $141.44万 | 0.03% | 11,835 | 9 | 0.1% | $1,076 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $144.12万 | 0.03% | 51,250 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $145.38万 | 0.03% | 5,338 | 14 | 0.3% | $3,813 | 加仓 |
| GE | GE AEROSPACE | $145.72万 | 0.03% | 5,135 | -219 | -4.1% | -$6.21万 | 减仓 |
| BX | BLACKSTONE INC | $146.83万 | 0.03% | 12,769 | 5,700 | 80.6% | $65.54万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $147.96万 | 0.03% | 23,152 | 418 | 1.8% | $2.67万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $149.34万 | 0.03% | 23,825 | 3,094 | 14.9% | $19.39万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $149.62万 | 0.03% | 6,393 | -209 | -3.2% | -$4.89万 | 减仓 |
| VFH | VANGUARD WORLD FD | $150.25万 | 0.03% | 12,437 | 452 | 3.8% | $5.46万 | 加仓 |
| EMB | ISHARES TR | $151.70万 | 0.03% | 16,150 | 2,097 | 14.9% | $19.70万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $155.58万 | 0.03% | 22,907 | -2,058 | -8.2% | -$13.98万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $156.20万 | 0.03% | 30,080 | 8,977 | 42.5% | $46.62万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $156.56万 | 0.03% | 8,158 | 1,950 | 31.4% | $37.42万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $157.83万 | 0.03% | 50,980 | 1,070 | 2.1% | $3.31万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $158.87万 | 0.03% | 6,378 | 14 | 0.2% | $3,487 | 加仓 |
| MGV | VANGUARD WORLD FD | $158.92万 | 0.03% | 10,964 | 60 | 0.6% | $8,697 | 加仓 |
| LOWV | AB ACTIVE ETFS INC | $160.72万 | 0.03% | 21,754 | 2,298 | 11.8% | $16.98万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $161.78万 | 0.03% | 21,970 | 1,989 | 10.0% | $14.65万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $162.48万 | 0.03% | 25,499 | -847 | -3.2% | -$5.40万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $162.50万 | 0.03% | 6,704 | -137 | -2.0% | -$3.32万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $163.00万 | 0.03% | 49,601 | 562 | 1.1% | $1.85万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $164.79万 | 0.03% | 17,742 | -8,411 | -32.2% | -$78.12万 | 减仓 |
| SMH | VANECK ETF TRUST | $165.15万 | 0.03% | 4,307 | 140 | 3.4% | $5.37万 | 加仓 |
| TLT | ISHARES TR | $170.12万 | 0.03% | 19,623 | 17,309 | 748.0% | $150.05万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $171.32万 | 0.03% | 10,362 | 912 | 9.7% | $15.08万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $172.05万 | 0.03% | 50,873 | 44,969 | 761.7% | $152.08万 | 加仓 |
| IXJ | ISHARES TR | $172.40万 | 0.03% | 18,431 | -808 | -4.2% | -$7.56万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $174.13万 | 0.04% | 50,515 | 5,772 | 12.9% | $19.90万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $174.63万 | 0.04% | 66,400 | 1,998 | 3.1% | $5.25万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $175.35万 | 0.04% | 8,639 | -2,446 | -22.1% | -$49.65万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $175.50万 | 0.04% | 11,051 | -242 | -2.1% | -$3.84万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $176.20万 | 0.04% | 10,771 | 4,073 | 60.8% | $66.63万 | 加仓 |
| PSFF | PACER FDS TR | $177.04万 | 0.04% | 55,248 | -1,838 | -3.2% | -$5.89万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $180.48万 | 0.04% | 8,770 | -18,043 | -67.3% | -$371.32万 | 减仓 |
| T | AT&T INC | $181.45万 | 0.04% | 62,590 | -278 | -0.4% | -$8,059 | 减仓 |
| IHI | ISHARES TR | $182.96万 | 0.04% | 34,295 | -618 | -1.8% | -$3.30万 | 减仓 |
| PYLD | PIMCO ETF TR | $183.47万 | 0.04% | 70,027 | 41,930 | 149.2% | $109.86万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $186.42万 | 0.04% | 29,605 | 1,501 | 5.3% | $9.45万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $187.64万 | 0.04% | 26,668 | -157 | -0.6% | -$1.10万 | 减仓 |
| DGRO | ISHARES TR | $189.95万 | 0.04% | 27,067 | 4,513 | 20.0% | $31.67万 | 加仓 |
| — | ISHARES TR | $190.37万 | 0.04% | 22,049 | -246 | -1.1% | -$2.12万 | 减仓 |
| CVX | CHEVRON CORPORATION | $190.80万 | 0.04% | 9,222 | 621 | 7.2% | $12.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $194.99万 | 0.04% | 13,499 | 5,360 | 65.9% | $77.42万 | 加仓 |
| VV | VANGUARD INDEX FDS | $201.07万 | 0.04% | 6,728 | -58 | -0.9% | -$1.73万 | 减仓 |
| QUAL | ISHARES TR | $201.13万 | 0.04% | 10,486 | 4,479 | 74.6% | $85.91万 | 加仓 |