13F 机构持仓

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

LOS ANGELES CA · SEC CIK 0001079935

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$55.59亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 8.6%
GSLC 7.5%
IGM 6.2%
TOTL 4.2%
FNDX 4.2%
GLDM 3.6%
MAGS 3.2%
AVES 3.1%
EFV 3.0%
GOOGL 2.1%

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
EFV ISHARES TR $1.67亿3.01%2,182,943 7,0990.3% $54.34万 加仓
AVES AMERICAN CENTY ETF TR $1.71亿3.07%2,605,120 19,2340.7% $126.18万 加仓
MAGS LISTED FDS TR $1.80亿3.24%2,800,625 2,800,625— $1.80亿 新建仓
GLDM WORLD GOLD TR $2.01亿3.62%2,531,014 177,5057.5% $1,409.74万 加仓
FNDX SCHWAB STRATEGIC TR $2.32亿4.18%7,473,354 -952,317-11.3% -$2,961.71万 减仓
TOTL SSGA ACTIVE ETF TR $2.36亿4.24%5,976,076 331,4805.9% $1,308.35万 加仓
IGM ISHARES TR $3.44亿6.19%2,102,124 244,09213.1% $3,992.86万 加仓
GSLC GOLDMAN SACHS ETF TR $4.16亿7.48%2,928,946 -174,973-5.6% -$2,482.69万 减仓
VUG VANGUARD INDEX FDS $4.78亿8.61%5,553,529 -383,003-6.5% -$3,299.19万 减仓