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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $85.60万 | 0.02% | 24,590 | -1,261 | -4.9% | -$4.39万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $85.87万 | 0.02% | 2,566 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $86.56万 | 0.02% | 18,447 | -1,019 | -5.2% | -$4.78万 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $87.58万 | 0.02% | 17,862 | 3,116 | 21.1% | $15.28万 | 加仓 |
| — | CAPITOL SER TR | $87.66万 | 0.02% | 19,991 | -990 | -4.7% | -$4.34万 | 减仓 |
| HD | HOME DEPOT INC | $87.70万 | 0.02% | 2,486 | -893 | -26.4% | -$31.50万 | 减仓 |
| TFSL | TFS FINL CORP | $87.82万 | 0.02% | 49,558 | 231 | 0.5% | $4,093 | 加仓 |
| PGR | PROGRESSIVE CORP | $88.22万 | 0.02% | 4,038 | -3,031 | -42.9% | -$66.22万 | 减仓 |
| RXI | ISHARES TR | $88.29万 | 0.02% | 4,575 | 232 | 5.3% | $4.48万 | 加仓 |
| D | DOMINION ENERGY INC | $88.40万 | 0.02% | 12,945 | 1,524 | 13.3% | $10.41万 | 加仓 |
| SBUX | STARBUCKS CORP | $88.52万 | 0.02% | 8,662 | 3,212 | 58.9% | $32.83万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $88.59万 | 0.02% | 14,937 | -260 | -1.7% | -$1.54万 | 减仓 |
| IWD | ISHARES TR | $88.90万 | 0.02% | 3,667 | -576 | -13.6% | -$13.96万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $88.92万 | 0.02% | 1,264 | -489 | -27.9% | -$34.40万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $89.23万 | 0.02% | 36,964 | 22,055 | 147.9% | $53.24万 | 加仓 |
| MO | ALTRIA GROUP INC | $89.80万 | 0.02% | 12,476 | 1,089 | 9.6% | $7.84万 | 加仓 |
| DE | DEERE & CO | $90.21万 | 0.02% | 1,422 | 190 | 15.4% | $12.05万 | 加仓 |
| WFC | WELLS FARGO & CO | $90.66万 | 0.02% | 10,954 | 20 | 0.2% | $1,655 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $91.51万 | 0.02% | 2,908 | 62 | 2.2% | $1.95万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $91.67万 | 0.02% | 9,501 | -111 | -1.2% | -$1.07万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $91.71万 | 0.02% | 12,188 | 2,578 | 26.8% | $19.40万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $91.93万 | 0.02% | 3,001 | -1,227 | -29.0% | -$37.58万 | 减仓 |
| NOW | SERVICENOW INC | $92.69万 | 0.02% | 9,329 | 9,329 | — | $92.69万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $92.76万 | 0.02% | 917 | -638 | -41.0% | -$64.54万 | 减仓 |
| OIH | VANECK ETF TRUST | $92.77万 | 0.02% | 2,494 | 158 | 6.8% | $5.88万 | 加仓 |
| MRK | MERCK & CO INC | $92.93万 | 0.02% | 7,229 | 600 | 9.1% | $7.71万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $92.93万 | 0.02% | 15,502 | 0 | 0.0% | — | 不变 |
| XLSR | SSGA ACTIVE TR | $93.15万 | 0.02% | 14,361 | 8,745 | 155.7% | $56.72万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $93.23万 | 0.02% | 11,492 | -529 | -4.4% | -$4.29万 | 减仓 |
| PFE | PFIZER INC | $93.45万 | 0.02% | 38,803 | 14,196 | 57.7% | $34.19万 | 加仓 |
| PSX | PHILLIPS 66 | $93.66万 | 0.02% | 5,536 | 124 | 2.3% | $2.10万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $94.81万 | 0.02% | 21,546 | 130 | 0.6% | $5,720 | 加仓 |
| KXI | ISHARES TR | $95.30万 | 0.02% | 14,112 | -1,934 | -12.1% | -$13.06万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $95.72万 | 0.02% | 10,731 | 379 | 3.7% | $3.38万 | 加仓 |
| CALF | PACER FDS TR | $95.74万 | 0.02% | 18,916 | -1,325 | -6.5% | -$6.71万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $95.77万 | 0.02% | 10,898 | 476 | 4.6% | $4.18万 | 加仓 |
| CSCO | CISCO SYS INC | $96.44万 | 0.02% | 8,235 | 569 | 7.4% | $6.66万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $96.48万 | 0.02% | 34,830 | 2,990 | 9.4% | $8.28万 | 加仓 |
| GLW | CORNING INC | $98.18万 | 0.02% | 3,859 | 354 | 10.1% | $9.01万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $98.51万 | 0.02% | 21,532 | -763 | -3.4% | -$3.49万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $98.56万 | 0.02% | 20,255 | 645 | 3.3% | $3.14万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $98.74万 | 0.02% | 4,010 | -2,221 | -35.6% | -$54.69万 | 减仓 |
| FEGE | RBB FUND TRUST | $98.83万 | 0.02% | 20,202 | 1,615 | 8.7% | $7.90万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $100.18万 | 0.02% | 23,238 | -5,006 | -17.7% | -$21.58万 | 减仓 |
| COP | CONOCOPHILLIPS | $100.37万 | 0.02% | 9,654 | -182 | -1.9% | -$1.89万 | 减仓 |
| IJH | ISHARES TR | $102.29万 | 0.02% | 13,266 | -2,665 | -16.7% | -$20.55万 | 减仓 |
| VLUE | ISHARES TR | $102.83万 | 0.02% | 5,147 | 32 | 0.6% | $6,393 | 加仓 |
| QUAL | ISHARES TR | $105.26万 | 0.02% | 4,797 | -5,689 | -54.3% | -$124.83万 | 减仓 |
| IFRA | ISHARES TR | $105.54万 | 0.02% | 16,741 | 49 | 0.3% | $3,089 | 加仓 |
| IGF | ISHARES TR | $106.01万 | 0.02% | 15,917 | 4,057 | 34.2% | $27.02万 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $106.39万 | 0.02% | 51,250 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $106.50万 | 0.02% | 10,579 | -149 | -1.4% | -$1.50万 | 减仓 |
| MUNI | PIMCO ETF TR | $106.76万 | 0.02% | 20,297 | 142 | 0.7% | $7,469 | 加仓 |
| EFG | ISHARES TR | $106.78万 | 0.02% | 8,583 | 1,907 | 28.6% | $23.73万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $107.10万 | 0.02% | 23,436 | -5,524 | -19.1% | -$25.24万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $107.98万 | 0.02% | 5,075 | -3,083 | -37.8% | -$65.59万 | 减仓 |
| INTC | INTEL CORP | $108.51万 | 0.02% | 7,803 | 2,379 | 43.9% | $33.08万 | 加仓 |
| NULV | NUSHARES ETF TR | $108.78万 | 0.02% | 21,761 | 811 | 3.9% | $4.05万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $110.39万 | 0.02% | 31,664 | -10,235 | -24.4% | -$35.68万 | 减仓 |
| IAU | ISHARES GOLD TR | $111.11万 | 0.02% | 14,714 | -8 | -0.1% | -$604 | 减仓 |
| EMGF | ISHARES INC | $111.23万 | 0.02% | 15,183 | 498 | 3.4% | $3.65万 | 加仓 |
| CMI | CUMMINS INC | $112.45万 | 0.02% | 1,582 | 335 | 26.9% | $23.81万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $113.53万 | 0.02% | 42,840 | -1,606 | -3.6% | -$4.26万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $113.56万 | 0.02% | 26,105 | -1,764 | -6.3% | -$7.67万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $116.76万 | 0.02% | 3,451 | -216 | -5.9% | -$7.31万 | 减仓 |
| RTX | RTX CORPORATION | $117.33万 | 0.02% | 6,182 | -255 | -4.0% | -$4.84万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $118.62万 | 0.02% | 9,281 | -782 | -7.8% | -$9.99万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $118.82万 | 0.02% | 13,537 | -4,205 | -23.7% | -$36.91万 | 减仓 |
| BX | BLACKSTONE INC | $120.82万 | 0.02% | 10,267 | -2,502 | -19.6% | -$29.44万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $121.08万 | 0.02% | 43,166 | 43,166 | — | $121.08万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $121.11万 | 0.02% | 24,112 | -2,750 | -10.2% | -$13.81万 | 减仓 |
| GEV | GE VERNOVA INC | $121.20万 | 0.02% | 1,034 | -94 | -8.3% | -$11.02万 | 减仓 |
| USFR | WISDOMTREE TR | $121.61万 | 0.02% | 24,152 | -1,072 | -4.2% | -$5.40万 | 减仓 |
| IYW | ISHARES TR | $121.81万 | 0.02% | 4,829 | 336 | 7.5% | $8.48万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $122.34万 | 0.02% | 33,425 | 22,336 | 201.4% | $81.75万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $123.16万 | 0.02% | 24,450 | 8,343 | 51.8% | $42.02万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $124.00万 | 0.02% | 24,515 | 97 | 0.4% | $4,906 | 加仓 |
| SMH | VANECK ETF TRUST | $124.55万 | 0.02% | 1,899 | -2,408 | -55.9% | -$157.94万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $124.99万 | 0.02% | 3,006 | -429 | -12.5% | -$17.84万 | 减仓 |
| MNR | MACH NATURAL RESOURCES LP | $126.40万 | 0.02% | 100,000 | 50,000 | 100.0% | $63.20万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $127.29万 | 0.02% | 15,199 | 471 | 3.2% | $3.94万 | 加仓 |
| KLAC | KLA CORP | $127.38万 | 0.02% | 4,307 | 267 | 6.6% | $7.90万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $128.13万 | 0.02% | 35,075 | -12 | -0.0% | -$438 | 减仓 |
| T | AT&T INC | $128.55万 | 0.02% | 62,112 | -478 | -0.8% | -$9,893 | 减仓 |
| AZN | ASTRAZENECA PLC | $129.17万 | 0.02% | 6,802 | 1,195 | 21.3% | $22.69万 | 加仓 |
| IAUX | I-80 GOLD CORP | $129.58万 | 0.02% | 899,875 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $130.04万 | 0.02% | 40,347 | 471 | 1.2% | $1.52万 | 加仓 |
| ACWI | ISHARES TR | $130.89万 | 0.02% | 8,338 | 51 | 0.6% | $8,006 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $131.24万 | 0.02% | 20,958 | -4,541 | -17.8% | -$28.44万 | 减仓 |
| ABBV | ABBVIE INC | $133.82万 | 0.02% | 5,312 | -182 | -3.3% | -$4.58万 | 减仓 |
| CVX | CHEVRON CORPORATION | $135.04万 | 0.02% | 8,144 | -1,078 | -11.7% | -$17.88万 | 减仓 |
| ITA | ISHARES TR | $135.45万 | 0.02% | 5,588 | -77 | -1.4% | -$1.87万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $137.04万 | 0.02% | 8,834 | 195 | 2.3% | $3.03万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $138.91万 | 0.02% | 7,849 | 1,710 | 27.9% | $30.26万 | 加仓 |
| ORCL | ORACLE CORP | $139.95万 | 0.03% | 9,557 | -11 | -0.1% | -$1,611 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $141.12万 | 0.03% | 1,443 | -12 | -0.8% | -$1.17万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $141.57万 | 0.03% | 5,348 | -1,045 | -16.3% | -$27.66万 | 减仓 |
| ACWV | ISHARES INC | $143.42万 | 0.03% | 11,929 | 94 | 0.8% | $1.13万 | 加仓 |
| MUB | ISHARES TR | $143.59万 | 0.03% | 13,343 | 8,645 | 184.0% | $93.04万 | 加仓 |
| V | VISA INC | $144.71万 | 0.03% | 4,207 | -79 | -1.8% | -$2.72万 | 减仓 |