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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $202.15万 | 0.04% | 24,429 | -286 | -1.2% | -$2.37万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $202.41万 | 0.04% | 5,989 | -279 | -4.5% | -$9.43万 | 减仓 |
| GLD | SPDR GOLD TR | $202.56万 | 0.04% | 4,707 | 26 | 0.6% | $1.12万 | 加仓 |
| EFAV | ISHARES TR | $208.64万 | 0.04% | 22,835 | 1,505 | 7.1% | $13.75万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $211.17万 | 0.04% | 36,296 | 10,858 | 42.7% | $63.17万 | 加仓 |
| MINT | PIMCO ETF TR | $212.08万 | 0.04% | 21,087 | 3,557 | 20.3% | $35.77万 | 加仓 |
| IVE | ISHARES TR | $212.76万 | 0.04% | 10,076 | 1,437 | 16.6% | $30.34万 | 加仓 |
| IEFA | ISHARES TR | $213.75万 | 0.04% | 23,611 | 2,747 | 13.2% | $24.87万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $214.70万 | 0.04% | 3,147 | -467 | -12.9% | -$31.86万 | 减仓 |
| PLD | PROLOGIS INC. | $217.89万 | 0.04% | 16,484 | -3,807 | -18.8% | -$50.32万 | 减仓 |
| IUSB | ISHARES TR | $223.53万 | 0.05% | 48,393 | 16,933 | 53.8% | $78.21万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $223.57万 | 0.05% | 12,132 | -3,036 | -20.0% | -$55.95万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $229.39万 | 0.05% | 47,741 | 75 | 0.2% | $3,604 | 加仓 |
| AMGN | AMGEN INC | $233.97万 | 0.05% | 6,650 | 290 | 4.6% | $10.20万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $236.68万 | 0.05% | 26,683 | -98 | -0.4% | -$8,693 | 减仓 |
| IEI | ISHARES TR | $237.10万 | 0.05% | 19,992 | -649 | -3.1% | -$7.70万 | 减仓 |
| GOVT | ISHARES TR | $238.48万 | 0.05% | 104,093 | 46,218 | 79.9% | $105.89万 | 加仓 |
| USIG | ISHARES TR | $244.62万 | 0.05% | 47,750 | 974 | 2.1% | $4.99万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $245.76万 | 0.05% | 34,166 | -735,772 | -95.6% | -$5,292.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $246.04万 | 0.05% | 10,065 | -632 | -5.9% | -$15.45万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $246.51万 | 0.05% | 90,211 | 13,735 | 18.0% | $37.53万 | 加仓 |
| COWG | PACER FDS TR | $250.25万 | 0.05% | 74,172 | 4,467 | 6.4% | $15.07万 | 加仓 |
| — | SIREN ETF TR | $254.34万 | 0.05% | 33,160 | -5,754 | -14.8% | -$44.13万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $256.86万 | 0.05% | 76,755 | 4,698 | 6.5% | $15.72万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $257.84万 | 0.05% | 74,628 | -1,442 | -1.9% | -$4.98万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $258.42万 | 0.05% | 126,615 | 24,175 | 23.6% | $49.34万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $263.12万 | 0.05% | 90,482 | -2,133 | -2.3% | -$6.20万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $280.25万 | 0.06% | 96,208 | 4,401 | 4.8% | $12.82万 | 加仓 |
| XAR | SPDR SERIES TRUST | $284.70万 | 0.06% | 11,210 | 56 | 0.5% | $1.42万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $286.76万 | 0.06% | 74,637 | 142 | 0.2% | $5,456 | 加仓 |
| DES | WISDOMTREE TR | $290.43万 | 0.06% | 80,810 | -11,770 | -12.7% | -$42.30万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $295.35万 | 0.06% | 31,840 | -5,373 | -14.4% | -$49.84万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $301.80万 | 0.06% | 39,138 | 4,511 | 13.0% | $34.78万 | 加仓 |
| IQLT | ISHARES TR | $301.93万 | 0.06% | 65,309 | -1,959 | -2.9% | -$9.06万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $309.01万 | 0.06% | 34,932 | 152 | 0.4% | $1.34万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $309.07万 | 0.06% | 70,905 | -15,303 | -17.8% | -$66.71万 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $318.42万 | 0.06% | 77,853 | 1,141 | 1.5% | $4.67万 | 加仓 |
| MTUM | ISHARES TR | $321.49万 | 0.07% | 13,396 | 1,268 | 10.5% | $30.43万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $339.21万 | 0.07% | 59,846 | -1,976 | -3.2% | -$11.20万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $341.33万 | 0.07% | 49,990 | 2,647 | 5.6% | $18.07万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $344.05万 | 0.07% | 29,855 | -881 | -2.9% | -$10.15万 | 减仓 |
| USMV | ISHARES TR | $347.85万 | 0.07% | 37,508 | 1,383 | 3.8% | $12.83万 | 加仓 |
| IMTM | ISHARES TR | $351.27万 | 0.07% | 73,150 | 3,150 | 4.5% | $15.13万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $353.89万 | 0.07% | 76,270 | 40,724 | 114.6% | $188.96万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $356.41万 | 0.07% | 3,577 | 173 | 5.1% | $17.24万 | 加仓 |
| CSX | CSX CORP | $356.89万 | 0.07% | 86,940 | -3,994 | -4.4% | -$16.40万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $360.28万 | 0.07% | 22,277 | 633 | 2.9% | $10.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $360.38万 | 0.07% | 57,707 | -305 | -0.5% | -$1.90万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $373.44万 | 0.08% | 79,406 | -3,031 | -3.7% | -$14.25万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $375.38万 | 0.08% | 71,122 | -283 | -0.4% | -$1.49万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $403.78万 | 0.08% | 109,843 | 2,801 | 2.6% | $10.30万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $408.13万 | 0.08% | 100,673 | 7,777 | 8.4% | $31.53万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $409.04万 | 0.08% | 39,570 | 419 | 1.1% | $4.33万 | 加仓 |
| ETN | EATON CORP PLC | $409.68万 | 0.08% | 11,454 | 490 | 4.5% | $17.53万 | 加仓 |
| — | EXXON MOBIL CORP | $411.78万 | 0.08% | 24,271 | 1,563 | 6.9% | $26.52万 | 加仓 |
| VO | VANGUARD INDEX FDS | $413.78万 | 0.08% | 14,408 | -343 | -2.3% | -$9.85万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $417.87万 | 0.08% | 141,699 | 6,288 | 4.6% | $18.54万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $429.36万 | 0.09% | 50,800 | 7,531 | 17.4% | $63.65万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $429.46万 | 0.09% | 60,377 | 4,043 | 7.2% | $28.76万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $440.48万 | 0.09% | 123,350 | 328 | 0.3% | $1.17万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $444.30万 | 0.09% | 45,984 | 1,588 | 3.6% | $15.34万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $447.07万 | 0.09% | 129,923 | 18,632 | 16.7% | $64.11万 | 加仓 |
| COWZ | PACER FDS TR | $451.64万 | 0.09% | 72,194 | 865 | 1.2% | $5.41万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $457.09万 | 0.09% | 41,261 | -551 | -1.3% | -$6.10万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $462.44万 | 0.09% | 176,099 | -7,384 | -4.0% | -$19.39万 | 减仓 |
| LRGF | ISHARES TR | $470.92万 | 0.10% | 71,352 | -1,020 | -1.4% | -$6.73万 | 减仓 |
| TMUS | T-MOBILE US INC | $483.59万 | 0.10% | 23,025 | -5,703 | -19.9% | -$119.78万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $490.91万 | 0.10% | 18,399 | -5,641 | -23.5% | -$150.51万 | 减仓 |
| SYY | SYSCO CORP | $501.96万 | 0.10% | 70,371 | -16,436 | -18.9% | -$117.24万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.10% | 0 | 0 | — | -$528.36万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $502.99万 | 0.10% | 33,962 | -382 | -1.1% | -$5.66万 | 减仓 |
| MOAT | VANECK ETF TRUST | $513.56万 | 0.10% | 53,109 | -139 | -0.3% | -$1.34万 | 减仓 |
| USHY | ISHARES TR | $516.96万 | 0.10% | 140,327 | 18,825 | 15.5% | $69.35万 | 加仓 |
| IJR | ISHARES TR | $519.61万 | 0.11% | 41,799 | 570 | 1.4% | $7.09万 | 加仓 |
| TSLA | TESLA INC | $530.00万 | 0.11% | 14,257 | 887 | 6.6% | $32.97万 | 加仓 |
| OEF | ISHARES TR | $536.92万 | 0.11% | 16,881 | -2,737 | -14.0% | -$87.05万 | 减仓 |
| — | VANECK ETF TRUST | $556.13万 | 0.11% | 150,069 | -1,530 | -1.0% | -$5.67万 | 减仓 |
| IEMG | ISHARES INC | $557.30万 | 0.11% | 79,900 | 5,728 | 7.7% | $39.95万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $578.41万 | 0.12% | 61,156 | -5,009 | -7.6% | -$47.38万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $581.33万 | 0.12% | 40,086 | 2,185 | 5.8% | $31.69万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $593.33万 | 0.12% | 59,417 | 8,066 | 15.7% | $80.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $594.54万 | 0.12% | 9,950 | 379 | 4.0% | $22.65万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $597.28万 | 0.12% | 124,745 | 1,538 | 1.2% | $7.36万 | 加仓 |
| VB | VANGUARD INDEX FDS | $600.13万 | 0.12% | 22,913 | 1,194 | 5.5% | $31.27万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $616.26万 | 0.12% | 240,352 | -17,650 | -6.8% | -$45.25万 | 减仓 |
| APTV | APTIV PLC | $623.01万 | 0.13% | 89,719 | -10,887 | -10.8% | -$75.60万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $647.02万 | 0.13% | 29,782 | 635 | 2.2% | $13.80万 | 加仓 |
| IOO | ISHARES TR | $655.70万 | 0.13% | 54,203 | 3,311 | 6.5% | $40.05万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $656.59万 | 0.13% | 184,798 | -2,878 | -1.5% | -$10.23万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $677.44万 | 0.14% | 17,352 | -1,232 | -6.6% | -$48.10万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $682.45万 | 0.14% | 217,827 | 12,258 | 6.0% | $38.40万 | 加仓 |
| RKLB | ROCKET LAB CORP | $685.07万 | 0.14% | 106,676 | 106,676 | — | $685.07万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $697.19万 | 0.14% | 165,132 | 8,917 | 5.7% | $37.65万 | 加仓 |
| IXN | ISHARES TR | $713.57万 | 0.14% | 71,378 | 972 | 1.4% | $9.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $723.85万 | 0.15% | 24,607 | 206 | 0.8% | $6.06万 | 加仓 |
| VGT | VANGUARD WORLD FD | $743.05万 | 0.15% | 10,650 | -343 | -3.1% | -$23.93万 | 减仓 |
| HAS | HASBRO INC | $805.73万 | 0.16% | 86,083 | -20,128 | -19.0% | -$188.40万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $814.43万 | 0.16% | 24,107 | -362,580 | -93.8% | -$1.22亿 | 减仓 |
| GOOG | ALPHABET INC | $822.89万 | 0.17% | 28,686 | 561 | 2.0% | $16.09万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $827.93万 | 0.17% | 248,107 | 7,850 | 3.3% | $26.20万 | 加仓 |