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 |
|---|---|---|---|---|---|---|---|---|
| ACM | AECOM | $0 | 0.00% | 0 | -103,687 | -100.0% | -$879.47万 | 清仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -29,605 | -100.0% | -$186.42万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -42,755 | -100.0% | -$116.06万 | 清仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -21,082 | -100.0% | -$112.57万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -6,595 | -100.0% | -$111.35万 | 清仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -21,164 | -100.0% | -$89.23万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -6,766 | -100.0% | -$86.69万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -15,529 | -100.0% | -$77.71万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -18,835 | -100.0% | -$73.19万 | 清仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -8,653 | -100.0% | -$62.09万 | 清仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -15,448 | -100.0% | -$54.85万 | 清仓 |
| VCRB | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -6,831 | -100.0% | -$52.86万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -12,167 | -100.0% | -$51.16万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -6,628 | -100.0% | -$41.59万 | 清仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -13,648 | -100.0% | -$40.88万 | 清仓 |
| DFUV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -8,259 | -100.0% | -$40.02万 | 清仓 |
| ALLW | SSGA ACTIVE TR | $0 | 0.00% | 0 | -13,692 | -100.0% | -$39.50万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -4,129 | -100.0% | -$37.39万 | 清仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -7,627 | -100.0% | -$36.37万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,238 | -100.0% | -$36.35万 | 清仓 |
| GSEW | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -4,279 | -100.0% | -$36.23万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,361 | -100.0% | -$30.16万 | 清仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,830 | -100.0% | -$29.34万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -18,526 | -100.0% | -$28.99万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -906 | -100.0% | -$26.77万 | 清仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,293 | -100.0% | -$26.19万 | 清仓 |
| DB | DEUTSCHE BK AG | $0 | 0.00% | 0 | -8,509 | -100.0% | -$25.34万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -4,048 | -100.0% | -$24.55万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -2,514 | -100.0% | -$24.43万 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | -8,965 | -100.0% | -$22.90万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -2,840 | -100.0% | -$22.69万 | 清仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -5,723 | -100.0% | -$22.57万 | 清仓 |
| DON | WISDOMTREE TR | $0 | 0.00% | 0 | -4,098 | -100.0% | -$21.53万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -4,919 | -100.0% | -$21.23万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -1,348 | -100.0% | -$20.96万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -3,131 | -100.0% | -$20.43万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -3,275 | -100.0% | -$20.23万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,057 | -100.0% | -$20.05万 | 清仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $0 | 0.00% | 0 | -35,668 | -100.0% | -$12.45万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -10,923 | -100.0% | -$11.12万 | 清仓 |
| — | BEYOND MEAT INC | $1.15万 | 0.00% | 15,267 | 0 | 0.0% | — | 不变 |
| — | AI FINL CORP | $1.15万 | 0.00% | 19,672 | 19,672 | — | $1.15万 | 新建仓 |
| — | INOVIO PHARMACEUTICALS INC | $1.21万 | 0.00% | 11,028 | 0 | 0.0% | — | 不变 |
| — | NEW HORIZON AIRCRAFT LTD | $2.66万 | 0.00% | 13,500 | 13,500 | — | $2.66万 | 新建仓 |
| PLUG | PLUG PWR INC | $4.36万 | 0.00% | 16,072 | -5,196 | -24.4% | -$1.41万 | 减仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $7.42万 | 0.00% | 12,057 | 0 | 0.0% | — | 不变 |
| — | ENTERA BIO LTD | $8.38万 | 0.00% | 47,328 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $9.64万 | 0.00% | 18,974 | -2,550 | -11.8% | -$1.30万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $10.46万 | 0.00% | 20,964 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $11.99万 | 0.00% | 25,944 | 8,037 | 44.9% | $3.71万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $13.20万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $18.40万 | 0.00% | 13,314 | -4,645 | -25.9% | -$6.42万 | 减仓 |
| PML | PIMCO MUN INCOME FD II | $19.16万 | 0.00% | 25,172 | 115 | 0.5% | $875 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $19.76万 | 0.00% | 11,757 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $20.01万 | 0.00% | 2,693 | 2,693 | — | $20.01万 | 新建仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $20.04万 | 0.00% | 2,070 | 2,070 | — | $20.04万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $20.19万 | 0.00% | 1,399 | -682 | -32.8% | -$9.84万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $20.20万 | 0.00% | 9,919 | 9,919 | — | $20.20万 | 新建仓 |
| AGG | ISHARES TR | $20.20万 | 0.00% | 2,041 | -488 | -19.3% | -$4.83万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $20.24万 | 0.00% | 1,521 | -195 | -11.4% | -$2.60万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $20.31万 | 0.00% | 2,341 | 2,341 | — | $20.31万 | 新建仓 |
| — | VANGUARD MUN BD FDS | $20.48万 | 0.00% | 1,955 | 1,955 | — | $20.48万 | 新建仓 |
| NET | CLOUDFLARE INC | $20.54万 | 0.00% | 838 | 838 | — | $20.54万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $20.59万 | 0.00% | 3,362 | 3,362 | — | $20.59万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $20.62万 | 0.00% | 2,145 | 2,145 | — | $20.62万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $20.63万 | 0.00% | 8,700 | 194 | 2.3% | $4,600 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $20.74万 | 0.00% | 11,167 | 11,167 | — | $20.74万 | 新建仓 |
| AOA | ISHARES TR | $20.80万 | 0.00% | 2,132 | 2,132 | — | $20.80万 | 新建仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $20.86万 | 0.00% | 4,871 | -4,499 | -48.0% | -$19.27万 | 减仓 |
| MDT | MEDTRONIC PLC | $20.89万 | 0.00% | 2,668 | -131 | -4.7% | -$1.03万 | 减仓 |
| IR | INGERSOLL RAND INC | $20.96万 | 0.00% | 2,556 | 5 | 0.2% | $410 | 加仓 |
| ONC | BEONE MEDICINES LTD | $21.01万 | 0.00% | 737 | 737 | — | $21.01万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $21.20万 | 0.00% | 1,200 | 1,200 | — | $21.20万 | 新建仓 |
| TRP | TC ENERGY CORP | $21.23万 | 0.00% | 3,203 | -3 | -0.1% | -$199 | 减仓 |
| BGIG | ETF SER SOLUTIONS | $21.27万 | 0.00% | 5,927 | -673 | -10.2% | -$2.42万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $21.34万 | 0.00% | 1,176 | -284 | -19.5% | -$5.15万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.46万 | 0.00% | 1,287 | 15 | 1.2% | $2,501 | 加仓 |
| DHS | WISDOMTREE TR | $21.54万 | 0.00% | 1,895 | 18 | 1.0% | $2,046 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.55万 | 0.00% | 10,734 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $21.59万 | 0.00% | 798 | 798 | — | $21.59万 | 新建仓 |
| NWFL | NORWOOD FINANCIAL CORP | $21.67万 | 0.00% | 6,741 | 6,741 | — | $21.67万 | 新建仓 |
| AON | AON PLC | $21.71万 | 0.00% | 652 | 29 | 4.7% | $9,656 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $21.84万 | 0.00% | 6,580 | 6,580 | — | $21.84万 | 新建仓 |
| EWJ | ISHARES INC | $21.97万 | 0.00% | 2,356 | 2,356 | — | $21.97万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $22.03万 | 0.00% | 1,991 | 36 | 1.8% | $3,984 | 加仓 |
| IEF | ISHARES TR | $22.05万 | 0.00% | 2,331 | -9,763 | -80.7% | -$92.35万 | 减仓 |
| IWX | ISHARES TR | $22.10万 | 0.00% | 2,102 | 2,102 | — | $22.10万 | 新建仓 |
| IDU | ISHARES TR | $22.14万 | 0.00% | 1,932 | 6 | 0.3% | $688 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $22.20万 | 0.00% | 1,517 | 1,517 | — | $22.20万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $22.32万 | 0.00% | 4,391 | 4,391 | — | $22.32万 | 新建仓 |
| ADBE | ADOBE INC | $22.40万 | 0.00% | 1,089 | -542 | -33.2% | -$11.15万 | 减仓 |
| — | NORTHERN LIGHTS FD TR | $22.61万 | 0.00% | 8,824 | -6,744 | -43.3% | -$17.28万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $22.63万 | 0.00% | 3,064 | 3,064 | — | $22.63万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $22.67万 | 0.00% | 6,107 | 884 | 16.9% | $3.28万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $22.87万 | 0.00% | 4,299 | -4,607 | -51.7% | -$24.50万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $23.14万 | 0.00% | 5,202 | -69,435 | -93.0% | -$308.85万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $23.14万 | 0.00% | 2,389 | 2,389 | — | $23.14万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $23.34万 | 0.00% | 14,025 | 14,025 | — | $23.34万 | 新建仓 |
| CNC | CENTENE CORP DEL | $23.37万 | 0.00% | 3,640 | 3,640 | — | $23.37万 | 新建仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $23.48万 | 0.00% | 9,641 | 100 | 1.0% | $2,435 | 加仓 |