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 |
|---|---|---|---|---|---|---|---|---|
| LH | LABCORP HOLDINGS INC | $490.91万 | 0.10% | 18,399 | -5,641 | -23.5% | -$150.51万 | 减仓 |
| TMUS | T-MOBILE US INC | $483.59万 | 0.10% | 23,025 | -5,703 | -19.9% | -$119.78万 | 减仓 |
| LRGF | ISHARES TR | $470.92万 | 0.10% | 71,352 | -1,020 | -1.4% | -$6.73万 | 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 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $457.09万 | 0.09% | 41,261 | -551 | -1.3% | -$6.10万 | 减仓 |
| COWZ | PACER FDS TR | $451.64万 | 0.09% | 72,194 | 865 | 1.2% | $5.41万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $447.07万 | 0.09% | 129,923 | 18,632 | 16.7% | $64.11万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $444.30万 | 0.09% | 45,984 | 1,588 | 3.6% | $15.34万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $440.48万 | 0.09% | 123,350 | 328 | 0.3% | $1.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $429.46万 | 0.09% | 60,377 | 4,043 | 7.2% | $28.76万 | 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 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $417.87万 | 0.08% | 141,699 | 6,288 | 4.6% | $18.54万 | 加仓 |
| VO | VANGUARD INDEX FDS | $413.78万 | 0.08% | 14,408 | -343 | -2.3% | -$9.85万 | 减仓 |
| — | EXXON MOBIL CORP | $411.78万 | 0.08% | 24,271 | 1,563 | 6.9% | $26.52万 | 加仓 |
| ETN | EATON CORP PLC | $409.68万 | 0.08% | 11,454 | 490 | 4.5% | $17.53万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $409.04万 | 0.08% | 39,570 | 419 | 1.1% | $4.33万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $408.13万 | 0.08% | 100,673 | 7,777 | 8.4% | $31.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $403.78万 | 0.08% | 109,843 | 2,801 | 2.6% | $10.30万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $375.38万 | 0.08% | 71,122 | -283 | -0.4% | -$1.49万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $373.44万 | 0.08% | 79,406 | -3,031 | -3.7% | -$14.25万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $360.38万 | 0.07% | 57,707 | -305 | -0.5% | -$1.90万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $360.28万 | 0.07% | 22,277 | 633 | 2.9% | $10.24万 | 加仓 |
| CSX | CSX CORP | $356.89万 | 0.07% | 86,940 | -3,994 | -4.4% | -$16.40万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $356.41万 | 0.07% | 3,577 | 173 | 5.1% | $17.24万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $353.89万 | 0.07% | 76,270 | 40,724 | 114.6% | $188.96万 | 加仓 |
| IMTM | ISHARES TR | $351.27万 | 0.07% | 73,150 | 3,150 | 4.5% | $15.13万 | 加仓 |
| USMV | ISHARES TR | $347.85万 | 0.07% | 37,508 | 1,383 | 3.8% | $12.83万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $344.05万 | 0.07% | 29,855 | -881 | -2.9% | -$10.15万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $341.33万 | 0.07% | 49,990 | 2,647 | 5.6% | $18.07万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $339.21万 | 0.07% | 59,846 | -1,976 | -3.2% | -$11.20万 | 减仓 |
| MTUM | ISHARES TR | $321.49万 | 0.07% | 13,396 | 1,268 | 10.5% | $30.43万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $318.42万 | 0.06% | 77,853 | 1,141 | 1.5% | $4.67万 | 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 |
| VIGI | VANGUARD WHITEHALL FDS | $309.01万 | 0.06% | 34,932 | 152 | 0.4% | $1.34万 | 加仓 |
| IQLT | ISHARES TR | $301.93万 | 0.06% | 65,309 | -1,959 | -2.9% | -$9.06万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $301.80万 | 0.06% | 39,138 | 4,511 | 13.0% | $34.78万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $295.35万 | 0.06% | 31,840 | -5,373 | -14.4% | -$49.84万 | 减仓 |
| DES | WISDOMTREE TR | $290.43万 | 0.06% | 80,810 | -11,770 | -12.7% | -$42.30万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $286.76万 | 0.06% | 74,637 | 142 | 0.2% | $5,456 | 加仓 |
| XAR | SPDR SERIES TRUST | $284.70万 | 0.06% | 11,210 | 56 | 0.5% | $1.42万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $280.25万 | 0.06% | 96,208 | 4,401 | 4.8% | $12.82万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $263.12万 | 0.05% | 90,482 | -2,133 | -2.3% | -$6.20万 | 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 |
| DFEM | DIMENSIONAL ETF TRUST | $257.84万 | 0.05% | 74,628 | -1,442 | -1.9% | -$4.98万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $256.86万 | 0.05% | 76,755 | 4,698 | 6.5% | $15.72万 | 加仓 |
| — | SIREN ETF TR | $254.34万 | 0.05% | 33,160 | -5,754 | -14.8% | -$44.13万 | 减仓 |
| COWG | PACER FDS TR | $250.25万 | 0.05% | 74,172 | 4,467 | 6.4% | $15.07万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $246.51万 | 0.05% | 90,211 | 13,735 | 18.0% | $37.53万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $246.04万 | 0.05% | 10,065 | -632 | -5.9% | -$15.45万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $245.76万 | 0.05% | 34,166 | -735,772 | -95.6% | -$5,292.48万 | 减仓 |
| USIG | ISHARES TR | $244.62万 | 0.05% | 47,750 | 974 | 2.1% | $4.99万 | 加仓 |
| GOVT | ISHARES TR | $238.48万 | 0.05% | 104,093 | 46,218 | 79.9% | $105.89万 | 加仓 |
| IEI | ISHARES TR | $237.10万 | 0.05% | 19,992 | -649 | -3.1% | -$7.70万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $236.68万 | 0.05% | 26,683 | -98 | -0.4% | -$8,693 | 减仓 |
| AMGN | AMGEN INC | $233.97万 | 0.05% | 6,650 | 290 | 4.6% | $10.20万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $229.39万 | 0.05% | 47,741 | 75 | 0.2% | $3,604 | 加仓 |
| VOE | VANGUARD INDEX FDS | $223.57万 | 0.05% | 12,132 | -3,036 | -20.0% | -$55.95万 | 减仓 |
| IUSB | ISHARES TR | $223.53万 | 0.05% | 48,393 | 16,933 | 53.8% | $78.21万 | 加仓 |
| PLD | PROLOGIS INC. | $217.89万 | 0.04% | 16,484 | -3,807 | -18.8% | -$50.32万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $214.70万 | 0.04% | 3,147 | -467 | -12.9% | -$31.86万 | 减仓 |
| IEFA | ISHARES TR | $213.75万 | 0.04% | 23,611 | 2,747 | 13.2% | $24.87万 | 加仓 |
| IVE | ISHARES TR | $212.76万 | 0.04% | 10,076 | 1,437 | 16.6% | $30.34万 | 加仓 |
| MINT | PIMCO ETF TR | $212.08万 | 0.04% | 21,087 | 3,557 | 20.3% | $35.77万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $211.17万 | 0.04% | 36,296 | 10,858 | 42.7% | $63.17万 | 加仓 |
| EFAV | ISHARES TR | $208.64万 | 0.04% | 22,835 | 1,505 | 7.1% | $13.75万 | 加仓 |
| GLD | SPDR GOLD TR | $202.56万 | 0.04% | 4,707 | 26 | 0.6% | $1.12万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $202.41万 | 0.04% | 5,989 | -279 | -4.5% | -$9.43万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $202.15万 | 0.04% | 24,429 | -286 | -1.2% | -$2.37万 | 减仓 |
| QUAL | ISHARES TR | $201.13万 | 0.04% | 10,486 | 4,479 | 74.6% | $85.91万 | 加仓 |
| VV | VANGUARD INDEX FDS | $201.07万 | 0.04% | 6,728 | -58 | -0.9% | -$1.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $194.99万 | 0.04% | 13,499 | 5,360 | 65.9% | $77.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $190.80万 | 0.04% | 9,222 | 621 | 7.2% | $12.85万 | 加仓 |
| — | ISHARES TR | $190.37万 | 0.04% | 22,049 | -246 | -1.1% | -$2.12万 | 减仓 |
| DGRO | ISHARES TR | $189.95万 | 0.04% | 27,067 | 4,513 | 20.0% | $31.67万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $187.64万 | 0.04% | 26,668 | -157 | -0.6% | -$1.10万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $186.42万 | 0.04% | 29,605 | 1,501 | 5.3% | $9.45万 | 加仓 |
| PYLD | PIMCO ETF TR | $183.47万 | 0.04% | 70,027 | 41,930 | 149.2% | $109.86万 | 加仓 |
| IHI | ISHARES TR | $182.96万 | 0.04% | 34,295 | -618 | -1.8% | -$3.30万 | 减仓 |
| T | AT&T INC | $181.45万 | 0.04% | 62,590 | -278 | -0.4% | -$8,059 | 减仓 |
| VXF | VANGUARD INDEX FDS | $180.48万 | 0.04% | 8,770 | -18,043 | -67.3% | -$371.32万 | 减仓 |
| PSFF | PACER FDS TR | $177.04万 | 0.04% | 55,248 | -1,838 | -3.2% | -$5.89万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $176.20万 | 0.04% | 10,771 | 4,073 | 60.8% | $66.63万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $175.50万 | 0.04% | 11,051 | -242 | -2.1% | -$3.84万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $175.35万 | 0.04% | 8,639 | -2,446 | -22.1% | -$49.65万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $174.63万 | 0.04% | 66,400 | 1,998 | 3.1% | $5.25万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $174.13万 | 0.04% | 50,515 | 5,772 | 12.9% | $19.90万 | 加仓 |
| IXJ | ISHARES TR | $172.40万 | 0.03% | 18,431 | -808 | -4.2% | -$7.56万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $172.05万 | 0.03% | 50,873 | 44,969 | 761.7% | $152.08万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $171.32万 | 0.03% | 10,362 | 912 | 9.7% | $15.08万 | 加仓 |
| TLT | ISHARES TR | $170.12万 | 0.03% | 19,623 | 17,309 | 748.0% | $150.05万 | 加仓 |
| SMH | VANECK ETF TRUST | $165.15万 | 0.03% | 4,307 | 140 | 3.4% | $5.37万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $164.79万 | 0.03% | 17,742 | -8,411 | -32.2% | -$78.12万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $163.00万 | 0.03% | 49,601 | 562 | 1.1% | $1.85万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $162.50万 | 0.03% | 6,704 | -137 | -2.0% | -$3.32万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $162.48万 | 0.03% | 25,499 | -847 | -3.2% | -$5.40万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $161.78万 | 0.03% | 21,970 | 1,989 | 10.0% | $14.65万 | 加仓 |
| LOWV | AB ACTIVE ETFS INC | $160.72万 | 0.03% | 21,754 | 2,298 | 11.8% | $16.98万 | 加仓 |
| MGV | VANGUARD WORLD FD | $158.92万 | 0.03% | 10,964 | 60 | 0.6% | $8,697 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $158.87万 | 0.03% | 6,378 | 14 | 0.2% | $3,487 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $157.83万 | 0.03% | 50,980 | 1,070 | 2.1% | $3.31万 | 加仓 |