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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $523.45万 | 0.09% | 12,464 | -1,793 | -12.6% | -$75.30万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $521.80万 | 0.09% | 52,926 | 2,126 | 4.2% | $20.96万 | 加仓 |
| PYLD | PIMCO ETF TR | $511.36万 | 0.09% | 192,820 | 122,793 | 175.4% | $325.65万 | 加仓 |
| MOAT | VANECK ETF TRUST | $509.99万 | 0.09% | 49,057 | -4,052 | -7.6% | -$42.12万 | 减仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $508.39万 | 0.09% | 106,962 | 29,109 | 37.4% | $138.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $495.46万 | 0.09% | 118,730 | 8,887 | 8.1% | $37.09万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $480.72万 | 0.09% | 28,254 | -11,832 | -29.5% | -$201.31万 | 减仓 |
| MTUM | ISHARES TR | $477.45万 | 0.09% | 13,927 | 531 | 4.0% | $18.20万 | 加仓 |
| COWZ | PACER FDS TR | $471.05万 | 0.08% | 75,732 | 3,538 | 4.9% | $22.01万 | 加仓 |
| VO | VANGUARD INDEX FDS | $456.24万 | 0.08% | 56,626 | -1,006 | -1.7% | -$8.11万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $450.36万 | 0.08% | 39,897 | 327 | 0.8% | $3.69万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $448.50万 | 0.08% | 110,509 | 9,836 | 9.8% | $39.92万 | 加仓 |
| IMTM | ISHARES TR | $434.27万 | 0.08% | 81,430 | 8,280 | 11.3% | $44.16万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $427.53万 | 0.08% | 79,142 | 8,020 | 11.3% | $43.32万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $425.52万 | 0.08% | 162,537 | -13,562 | -7.7% | -$35.51万 | 减仓 |
| CSX | CSX CORP | $413.36万 | 0.07% | 86,965 | 25 | 0.0% | $1,188 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $409.64万 | 0.07% | 22,115 | -162 | -0.7% | -$3.00万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $403.24万 | 0.07% | 31,254 | 1,399 | 4.7% | $18.05万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $402.87万 | 0.07% | 57,635 | -72 | -0.1% | -$5,033 | 减仓 |
| VOE | VANGUARD INDEX FDS | $397.07万 | 0.07% | 20,094 | 7,962 | 65.6% | $157.33万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $391.02万 | 0.07% | 76,746 | 476 | 0.6% | $2.43万 | 加仓 |
| TMUS | T-MOBILE US INC | $390.36万 | 0.07% | 23,273 | 248 | 1.1% | $4.16万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $375.68万 | 0.07% | 7,923 | 1,934 | 32.3% | $91.70万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $375.51万 | 0.07% | 3,273 | -20,834 | -86.4% | -$2,390.29万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.07% | 0 | 0 | — | -$502.70万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $373.73万 | 0.07% | 110,440 | 14,232 | 14.8% | $48.16万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $370.52万 | 0.07% | 45,709 | -4,281 | -8.6% | -$34.70万 | 减仓 |
| ETN | EATON CORP PLC | $358.36万 | 0.06% | 8,414 | -3,040 | -26.5% | -$129.48万 | 减仓 |
| IUSB | ISHARES TR | $352.63万 | 0.06% | 76,409 | 28,016 | 57.9% | $129.29万 | 加仓 |
| USMV | ISHARES TR | $348.13万 | 0.06% | 36,091 | -1,417 | -3.8% | -$13.67万 | 减仓 |
| XAR | SPDR SERIES TRUST | $346.85万 | 0.06% | 12,222 | 1,012 | 9.0% | $28.72万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $338.06万 | 0.06% | 93,749 | -124,078 | -57.0% | -$447.43万 | 减仓 |
| COWG | PACER FDS TR | $328.93万 | 0.06% | 81,932 | 7,760 | 10.5% | $31.15万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $323.74万 | 0.06% | 89,604 | -878 | -1.0% | -$3.17万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $318.66万 | 0.06% | 37,275 | -1,863 | -4.8% | -$15.93万 | 减仓 |
| — | EXXON MOBIL CORP | $314.90万 | 0.06% | 23,031 | -1,240 | -5.1% | -$16.95万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $311.62万 | 0.06% | 45,820 | 9,524 | 26.2% | $64.77万 | 加仓 |
| IQLT | ISHARES TR | $307.44万 | 0.06% | 62,047 | -3,262 | -5.0% | -$16.16万 | 减仓 |
| USIG | ISHARES TR | $304.47万 | 0.05% | 59,362 | 11,612 | 24.3% | $59.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $303.37万 | 0.05% | 3,243 | -334 | -9.3% | -$31.24万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $299.54万 | 0.05% | 68,686 | -2,219 | -3.1% | -$9.68万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $297.93万 | 0.05% | 15,537 | 4,766 | 44.2% | $91.39万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $297.80万 | 0.05% | 73,277 | -1,351 | -1.8% | -$5.49万 | 减仓 |
| — | SIREN ETF TR | $297.41万 | 0.05% | 32,449 | -711 | -2.1% | -$6.52万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $295.10万 | 0.05% | 52,249 | -7,597 | -12.7% | -$42.91万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $291.34万 | 0.05% | 31,200 | -3,732 | -10.7% | -$34.85万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $291.22万 | 0.05% | 60,444 | -18,962 | -23.9% | -$91.36万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $288.81万 | 0.05% | 92,486 | 2,275 | 2.5% | $7.10万 | 加仓 |
| DES | WISDOMTREE TR | $287.93万 | 0.05% | 70,780 | -10,030 | -12.4% | -$40.80万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $286.37万 | 0.05% | 67,653 | -180,454 | -72.7% | -$763.86万 | 减仓 |
| GOVT | ISHARES TR | $280.50万 | 0.05% | 123,134 | 19,041 | 18.3% | $43.38万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $262.07万 | 0.05% | 128,655 | 2,040 | 1.6% | $4.16万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $246.41万 | 0.04% | 71,902 | -4,853 | -6.3% | -$16.63万 | 减仓 |
| MCK | MCKESSON CORP | $244.98万 | 0.04% | 3,241 | -98,841 | -96.8% | -$7,471.28万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $242.18万 | 0.04% | 25,115 | -1,568 | -5.9% | -$15.12万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $237.70万 | 0.04% | 49,080 | 1,339 | 2.8% | $6.48万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $229.26万 | 0.04% | 14,450 | -368,409 | -96.2% | -$5,845.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $228.08万 | 0.04% | 8,972 | -1,093 | -10.9% | -$27.79万 | 减仓 |
| AMGN | AMGEN INC | $225.74万 | 0.04% | 6,232 | -418 | -6.3% | -$15.14万 | 减仓 |
| IEI | ISHARES TR | $223.00万 | 0.04% | 18,987 | -1,005 | -5.0% | -$11.80万 | 减仓 |
| GLD | SPDR GOLD TR | $222.11万 | 0.04% | 6,029 | 1,322 | 28.1% | $48.70万 | 加仓 |
| PLD | PROLOGIS INC. | $218.55万 | 0.04% | 16,130 | -354 | -2.1% | -$4.80万 | 减仓 |
| IVE | ISHARES TR | $218.20万 | 0.04% | 9,610 | -466 | -4.6% | -$10.58万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $214.52万 | 0.04% | 59,729 | 10,128 | 20.4% | $36.37万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $214.36万 | 0.04% | 10,397 | -654 | -5.9% | -$13.48万 | 减仓 |
| MINT | PIMCO ETF TR | $213.23万 | 0.04% | 21,152 | 65 | 0.3% | $6,553 | 加仓 |
| IEFA | ISHARES TR | $208.72万 | 0.04% | 21,611 | -2,000 | -8.5% | -$19.32万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $206.62万 | 0.04% | 22,997 | -828 | -3.5% | -$7.44万 | 减仓 |
| DGRO | ISHARES TR | $206.49万 | 0.04% | 27,246 | 179 | 0.7% | $1.36万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $203.21万 | 0.04% | 8,254 | -516 | -5.9% | -$12.70万 | 减仓 |
| EFAV | ISHARES TR | $202.46万 | 0.04% | 23,083 | 248 | 1.1% | $2.18万 | 加仓 |
| GE | GE AEROSPACE | $202.01万 | 0.04% | 5,404 | 269 | 5.2% | $10.06万 | 加仓 |
| LOWV | AB ACTIVE ETFS INC | $199.03万 | 0.04% | 25,001 | 3,247 | 14.9% | $25.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $198.35万 | 0.04% | 13,523 | 24 | 0.2% | $3,520 | 加仓 |
| — | ISHARES TR | $198.24万 | 0.04% | 23,331 | 1,282 | 5.8% | $10.89万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $195.60万 | 0.04% | 20,826 | -11,014 | -34.6% | -$103.45万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $193.35万 | 0.03% | 23,394 | -1,035 | -4.2% | -$8.55万 | 减仓 |
| TLT | ISHARES TR | $191.30万 | 0.03% | 22,136 | 2,513 | 12.8% | $21.72万 | 加仓 |
| PSFF | PACER FDS TR | $189.83万 | 0.03% | 55,327 | 79 | 0.1% | $2,710 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $189.69万 | 0.03% | 10,485 | 123 | 1.2% | $2.23万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $188.02万 | 0.03% | 51,113 | 598 | 1.2% | $2.20万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $186.54万 | 0.03% | 25,411 | 3,441 | 15.7% | $25.26万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $183.23万 | 0.03% | 21,440 | -1,467 | -6.4% | -$12.54万 | 减仓 |
| IXJ | ISHARES TR | $182.16万 | 0.03% | 18,516 | 85 | 0.5% | $8,362 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $181.41万 | 0.03% | 24,581 | -2,087 | -7.8% | -$15.40万 | 减仓 |
| CAT | CATERPILLAR INC | $180.69万 | 0.03% | 1,701 | -172 | -9.2% | -$18.27万 | 减仓 |
| MGV | VANGUARD WORLD FD | $180.00万 | 0.03% | 11,013 | 49 | 0.4% | $8,009 | 加仓 |
| FEOE | RBB FUND TRUST | $179.53万 | 0.03% | 33,620 | 22,549 | 203.7% | $120.41万 | 加仓 |
| VHT | VANGUARD WORLD FD | $175.85万 | 0.03% | 5,881 | 543 | 10.2% | $16.24万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $170.91万 | 0.03% | 46,469 | -4,404 | -8.7% | -$16.20万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $170.74万 | 0.03% | 32,385 | -364 | -1.1% | -$1.92万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $170.38万 | 0.03% | 58,308 | 10,218 | 21.2% | $29.86万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $170.00万 | 0.03% | 6,403 | 25 | 0.4% | $6,638 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $169.74万 | 0.03% | 6,035 | -669 | -10.0% | -$18.82万 | 减仓 |
| ASML | ASML HLDG NV | $169.55万 | 0.03% | 855 | 35 | 4.3% | $6.94万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $167.50万 | 0.03% | 45,430 | -5,550 | -10.9% | -$20.46万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $166.99万 | 0.03% | 63,665 | -2,735 | -4.1% | -$7.17万 | 减仓 |
| VFH | VANGUARD WORLD FD | $164.35万 | 0.03% | 12,488 | 51 | 0.4% | $6,712 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $163.25万 | 0.03% | 3,204 | 57 | 1.8% | $2.90万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $157.92万 | 0.03% | 23,368 | 216 | 0.9% | $1.46万 | 加仓 |