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 |
|---|---|---|---|---|---|---|---|---|
| COWZ | PACER FDS TR | $471.05万 | 0.08% | 75,732 | 3,538 | 4.9% | $22.01万 | 加仓 |
| MTUM | ISHARES TR | $477.45万 | 0.09% | 13,927 | 531 | 4.0% | $18.20万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $480.72万 | 0.09% | 28,254 | -11,832 | -29.5% | -$201.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $495.46万 | 0.09% | 118,730 | 8,887 | 8.1% | $37.09万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $508.39万 | 0.09% | 106,962 | 29,109 | 37.4% | $138.36万 | 加仓 |
| MOAT | VANECK ETF TRUST | $509.99万 | 0.09% | 49,057 | -4,052 | -7.6% | -$42.12万 | 减仓 |
| PYLD | PIMCO ETF TR | $511.36万 | 0.09% | 192,820 | 122,793 | 175.4% | $325.65万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $521.80万 | 0.09% | 52,926 | 2,126 | 4.2% | $20.96万 | 加仓 |
| TSLA | TESLA INC | $523.45万 | 0.09% | 12,464 | -1,793 | -12.6% | -$75.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $525.11万 | 0.09% | 63,774 | 3,397 | 5.6% | $27.97万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $526.11万 | 0.09% | 33,291 | -671 | -2.0% | -$10.60万 | 减仓 |
| LRGF | ISHARES TR | $528.03万 | 0.09% | 69,817 | -1,535 | -2.2% | -$11.61万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $529.42万 | 0.10% | 133,894 | 10,544 | 8.5% | $41.69万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $533.23万 | 0.10% | 19,044 | 645 | 3.5% | $18.06万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $540.80万 | 0.10% | 40,585 | -676 | -1.6% | -$9.01万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $541.12万 | 0.10% | 45,422 | -562 | -1.2% | -$6.70万 | 减仓 |
| — | VANECK ETF TRUST | $564.01万 | 0.10% | 147,944 | -2,125 | -1.4% | -$8.10万 | 减仓 |
| OEF | ISHARES TR | $568.83万 | 0.10% | 15,547 | -1,334 | -7.9% | -$48.81万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $581.73万 | 0.10% | 53,316 | -7,840 | -12.8% | -$85.54万 | 减仓 |
| SLB | SLB LIMITED | $600.28万 | 0.11% | 129,129 | 129,129 | — | $600.28万 | 新建仓 |
| SYY | SYSCO CORP | $611.39万 | 0.11% | 73,150 | 2,779 | 3.9% | $23.23万 | 加仓 |
| IJR | ISHARES TR | $616.45万 | 0.11% | 41,565 | -234 | -0.6% | -$3.47万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $618.12万 | 0.11% | 25,438 | -4,344 | -14.6% | -$105.56万 | 减仓 |
| IEMG | ISHARES INC | $622.02万 | 0.11% | 75,087 | -4,813 | -6.0% | -$39.87万 | 减仓 |
| USHY | ISHARES TR | $626.75万 | 0.11% | 169,302 | 28,975 | 20.6% | $107.26万 | 加仓 |
| VB | VANGUARD INDEX FDS | $637.73万 | 0.11% | 21,039 | -1,874 | -8.2% | -$56.80万 | 减仓 |
| APTV | APTIV PLC | $639.05万 | 0.11% | 104,113 | 14,394 | 16.0% | $88.35万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $642.28万 | 0.12% | 62,327 | 2,910 | 4.9% | $29.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $683.72万 | 0.12% | 20,882 | -3,725 | -15.1% | -$121.96万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $687.38万 | 0.12% | 184,482 | -316 | -0.2% | -$1.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $687.66万 | 0.12% | 13,742 | -4,897 | -26.3% | -$245.05万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $691.05万 | 0.12% | 144,723 | 19,978 | 16.0% | $95.39万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $698.66万 | 0.13% | 197,419 | 197,419 | — | $698.66万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $719.17万 | 0.13% | 244,367 | 4,015 | 1.7% | $11.82万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $724.65万 | 0.13% | 147,047 | -108,961 | -42.6% | -$536.96万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $728.17万 | 0.13% | 10,602 | 652 | 6.6% | $44.78万 | 加仓 |
| IOO | ISHARES TR | $751.71万 | 0.14% | 55,030 | 827 | 1.5% | $11.30万 | 加仓 |
| KO | COCA COLA CO | $789.66万 | 0.14% | 97,159 | -48,100 | -33.1% | -$390.93万 | 减仓 |
| VGT | VANGUARD WORLD FD | $803.61万 | 0.14% | 67,237 | -17,963 | -21.1% | -$214.69万 | 减仓 |
| HAS | HASBRO INC | $826.34万 | 0.15% | 100,054 | 13,971 | 16.2% | $115.39万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $832.64万 | 0.15% | 326,269 | 1,048 | 0.3% | $2.67万 | 加仓 |
| GOOG | ALPHABET INC | $846.76万 | 0.15% | 23,960 | -4,726 | -16.5% | -$167.02万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $916.27万 | 0.16% | 217,073 | 51,941 | 31.5% | $219.24万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $923.90万 | 0.17% | 38,655 | 4,225 | 12.3% | $100.98万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $966.69万 | 0.17% | 14,495 | 599 | 4.3% | $39.95万 | 加仓 |
| IXN | ISHARES TR | $999.20万 | 0.18% | 69,158 | -2,220 | -3.1% | -$32.07万 | 减仓 |
| RGLD | ROYAL GOLD INC | $1,014.64万 | 0.18% | 50,831 | -13,215 | -20.6% | -$263.79万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,033.12万 | 0.19% | 203,952 | 15,843 | 8.4% | $80.25万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,091.80万 | 0.20% | 472,026 | 56,900 | 13.7% | $131.61万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,190.78万 | 0.21% | 375,523 | -32,333 | -7.9% | -$102.53万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,212.27万 | 0.22% | 51,233 | -13,055 | -20.3% | -$308.91万 | 减仓 |
| ITOT | ISHARES TR | $1,224.18万 | 0.22% | 74,523 | -891 | -1.2% | -$14.64万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,264.60万 | 0.23% | 16,577 | -775 | -4.5% | -$59.12万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,285.76万 | 0.23% | 34,746 | -3,002 | -8.0% | -$111.09万 | 减仓 |
| RKLB | ROCKET LAB CORP | $1,342.22万 | 0.24% | 132,044 | 25,368 | 23.8% | $257.86万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,404.47万 | 0.25% | 46,357 | -4,889 | -9.5% | -$148.12万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,430.37万 | 0.26% | 239,633 | -7,947 | -3.2% | -$47.44万 | 减仓 |
| IVW | ISHARES TR | $1,436.85万 | 0.26% | 104,476 | 5,234 | 5.3% | $71.98万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $1,503.95万 | 0.27% | 184,420 | 184,420 | — | $1,503.95万 | 新建仓 |
| WELL | WELLTOWER INC | $1,513.72万 | 0.27% | 66,692 | 4,563 | 7.3% | $103.57万 | 加仓 |
| ATI | ATI INC | $1,641.02万 | 0.30% | 83,258 | -16,694 | -16.7% | -$329.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,689.56万 | 0.30% | 84,516 | -5,981 | -6.6% | -$119.57万 | 减仓 |
| BLK | BLACKROCK INC | $1,694.32万 | 0.30% | 17,621 | -101 | -0.6% | -$9.71万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,711.06万 | 0.31% | 23,235 | -4,468 | -16.1% | -$329.03万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,859.02万 | 0.33% | 189,310 | -54,943 | -22.5% | -$539.54万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,052.28万 | 0.37% | 27,482 | -6,371 | -18.8% | -$475.77万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,063.03万 | 0.37% | 28,652 | -6,288 | -18.0% | -$452.76万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,088.99万 | 0.38% | 293,192 | -1,642 | -0.6% | -$11.70万 | 减仓 |
| DEM | WISDOMTREE TR | $2,166.24万 | 0.39% | 402,722 | -16,038 | -3.8% | -$86.27万 | 减仓 |
| IVV | ISHARES TR | $2,400.67万 | 0.43% | 32,056 | 3,870 | 13.7% | $289.82万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,449.01万 | 0.44% | 73,148 | -2,241 | -3.0% | -$75.03万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $2,611.52万 | 0.47% | 642,125 | -1,957 | -0.3% | -$7.96万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $2,659.23万 | 0.48% | 527,730 | 1,254 | 0.2% | $6.32万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,196.14万 | 0.57% | 520,036 | -47,885 | -8.4% | -$294.30万 | 减仓 |
| IDEV | ISHARES TR | $3,331.58万 | 0.60% | 374,293 | -114,675 | -23.5% | -$1,020.72万 | 减仓 |
| APP | APPLOVIN CORP | $3,934.49万 | 0.71% | 76,361 | 74,349 | 3,695.3% | $3,830.82万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3,957.43万 | 0.71% | 54,751 | 1,403 | 2.6% | $101.41万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $4,080.78万 | 0.73% | 788,100 | 13,970 | 1.8% | $72.34万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $4,100.95万 | 0.74% | 1,941,740 | 117,249 | 6.4% | $247.63万 | 加仓 |
| XCCC | BONDBLOXX ETF TRUST | $4,151.47万 | 0.75% | 1,135,366 | 53,330 | 4.9% | $195.00万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4,352.77万 | 0.78% | 84,747 | -59,034 | -41.1% | -$3,032.10万 | 减仓 |
| WMT | WALMART INC | $4,504.18万 | 0.81% | 397,688 | -86,455 | -17.9% | -$979.18万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $4,887.79万 | 0.88% | 487,383 | 94,486 | 24.0% | $947.57万 | 加仓 |
| VST | VISTRA CORP | $5,240.24万 | 0.94% | 330,349 | 29,761 | 9.9% | $472.09万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5,840.70万 | 1.05% | 268,009 | -58,939 | -18.0% | -$1,284.45万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $5,900.42万 | 1.06% | 272,411 | 8,319 | 3.2% | $180.19万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $6,868.73万 | 1.24% | 404,328 | 77,959 | 23.9% | $1,324.37万 | 加仓 |
| LLY | ELI LILLY & CO | $6,903.90万 | 1.24% | 57,559 | 303 | 0.5% | $36.34万 | 加仓 |
| C | CITIGROUP INC | $7,076.41万 | 1.27% | 505,602 | 85,740 | 20.4% | $1,200.02万 | 加仓 |
| META | META PLATFORMS INC | $7,631.74万 | 1.37% | 135,475 | 7,569 | 5.9% | $426.39万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $8,325.96万 | 1.50% | 777,182 | 384,072 | 97.7% | $4,114.57万 | 加仓 |
| APH | AMPHENOL CORP | $8,503.71万 | 1.53% | 482,302 | 482,302 | — | $8,503.71万 | 新建仓 |
| MSFT | MICROSOFT CORP | $8,935.80万 | 1.61% | 239,512 | -922 | -0.4% | -$34.40万 | 减仓 |
| GMOI | GMO ETF TRUST | $9,960.21万 | 1.79% | 2,657,417 | 14,479 | 0.5% | $54.27万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1.02亿 | 1.84% | 1,907,403 | 69,320 | 3.8% | $371.62万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1.05亿 | 1.89% | 2,228,768 | -262,614 | -10.5% | -$1,239.54万 | 减仓 |
| AVGO | BROADCOM INC | $1.06亿 | 1.90% | 279,914 | 56,825 | 25.5% | $2,146.37万 | 加仓 |
| AAPL | APPLE INC | $1.06亿 | 1.91% | 367,175 | 15,083 | 4.3% | $436.54万 | 加仓 |
| AMZN | AMAZON COM INC | $1.10亿 | 1.99% | 463,205 | -24,140 | -5.0% | -$575.38万 | 减仓 |
| GOOGL | ALPHABET INC | $1.15亿 | 2.06% | 320,887 | -20,647 | -6.0% | -$737.87万 | 减仓 |