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 |
|---|---|---|---|---|---|---|---|---|
| HEFA | ISHARES TR | $82.72万 | 0.02% | 19,466 | 536 | 2.8% | $2.28万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $82.41万 | 0.02% | 11,267 | -1,151 | -9.3% | -$8.42万 | 减仓 |
| TLH | ISHARES TR | $82.29万 | 0.02% | 8,170 | 2,853 | 53.7% | $28.74万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $82.17万 | 0.02% | 13,595 | 7 | 0.1% | $423 | 加仓 |
| SPYV | SPDR SERIES TRUST | $81.84万 | 0.02% | 14,465 | 8,401 | 138.5% | $47.53万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $81.68万 | 0.02% | 2,846 | -332 | -10.4% | -$9.53万 | 减仓 |
| IYW | ISHARES TR | $81.51万 | 0.02% | 4,493 | 813 | 22.1% | $14.75万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $81.06万 | 0.02% | 16,147 | 748 | 4.9% | $3.76万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $81.04万 | 0.02% | 29,848 | 16,567 | 124.7% | $44.98万 | 加仓 |
| RXI | ISHARES TR | $80.97万 | 0.02% | 4,343 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $80.84万 | 0.02% | 5,339 | 33 | 0.6% | $4,997 | 加仓 |
| — | CAPITOL SER TR | $80.09万 | 0.02% | 20,981 | -107 | -0.5% | -$4,084 | 减仓 |
| APP | APPLOVIN CORP | $80.06万 | 0.02% | 2,012 | 578 | 40.3% | $23.00万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $79.80万 | 0.02% | 2,312 | -11 | -0.5% | -$3,797 | 减仓 |
| SPYM | SPDR SERIES TRUST | $79.77万 | 0.02% | 10,422 | 2,917 | 38.9% | $22.33万 | 加仓 |
| IWF | ISHARES TR | $79.77万 | 0.02% | 1,871 | 28 | 1.5% | $1.19万 | 加仓 |
| MRK | MERCK & CO INC | $79.75万 | 0.02% | 6,629 | -1,243 | -15.8% | -$14.95万 | 减仓 |
| IGF | ISHARES TR | $79.46万 | 0.02% | 11,860 | -199 | -1.7% | -$1.33万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $78.97万 | 0.02% | 21,996 | 8,209 | 59.5% | $29.47万 | 加仓 |
| TTE | TOTALENERGIES SE | $78.84万 | 0.02% | 8,666 | 811 | 10.3% | $7.38万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $78.84万 | 0.02% | 25,851 | 152 | 0.6% | $4,636 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $78.81万 | 0.02% | 31,840 | 1,756 | 5.8% | $4.35万 | 加仓 |
| SCZ | ISHARES TR | $78.11万 | 0.02% | 9,961 | 1,938 | 24.2% | $15.20万 | 加仓 |
| IYE | ISHARES TR | $78.00万 | 0.02% | 12,043 | -1,249 | -9.4% | -$8.09万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $77.83万 | 0.02% | 45,489 | -2,111 | -4.4% | -$3.61万 | 减仓 |
| IAGG | ISHARES TR | $77.71万 | 0.02% | 15,529 | 8,176 | 111.2% | $40.91万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $77.46万 | 0.02% | 9,612 | 9,612 | — | $77.46万 | 新建仓 |
| ACWX | ISHARES TR | $76.70万 | 0.02% | 11,201 | 6,817 | 155.5% | $46.68万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $76.47万 | 0.02% | 8,284 | -1,500 | -15.3% | -$13.85万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $75.31万 | 0.02% | 3,603 | 1,894 | 110.8% | $39.59万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $75.22万 | 0.02% | 29,605 | -1,048 | -3.4% | -$2.66万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $75.21万 | 0.02% | 12,732 | -418 | -3.2% | -$2.47万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $75.21万 | 0.02% | 15,197 | -1,494 | -9.0% | -$7.39万 | 减仓 |
| MO | ALTRIA GROUP INC | $75.14万 | 0.02% | 11,387 | 685 | 6.4% | $4.52万 | 加仓 |
| BIL | SPDR SERIES TRUST | $74.80万 | 0.02% | 8,162 | -3,604 | -30.6% | -$33.03万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $74.72万 | 0.02% | 28,433 | 28,433 | — | $74.72万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $74.72万 | 0.02% | 12,779 | 1,362 | 11.9% | $7.96万 | 加仓 |
| EFG | ISHARES TR | $74.35万 | 0.02% | 6,676 | 6,676 | — | $74.35万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $73.85万 | 0.01% | 22,018 | 10,753 | 95.5% | $36.07万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $73.60万 | 0.01% | 2,250 | -66 | -2.8% | -$2.16万 | 减仓 |
| DIS | DISNEY WALT CO | $73.55万 | 0.01% | 7,631 | 1,534 | 25.2% | $14.78万 | 加仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $73.37万 | 0.01% | 27,259 | 348 | 1.3% | $9,367 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $73.33万 | 0.01% | 26,705 | 26,705 | — | $73.33万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $73.19万 | 0.01% | 18,835 | 26 | 0.1% | $1,010 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $72.73万 | 0.01% | 5,671 | 3 | 0.1% | $385 | 加仓 |
| VLUE | ISHARES TR | $72.73万 | 0.01% | 5,115 | 952 | 22.9% | $13.54万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $72.28万 | 0.01% | 12,553 | 21 | 0.2% | $1,209 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $71.80万 | 0.01% | 9,610 | 84 | 0.9% | $6,276 | 加仓 |
| D | DOMINION ENERGY INC | $70.61万 | 0.01% | 11,421 | 2,160 | 23.3% | $13.35万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $70.56万 | 0.01% | 19,594 | 259 | 1.3% | $9,326 | 加仓 |
| WTV | WISDOMTREE TR | $70.20万 | 0.01% | 7,411 | -23 | -0.3% | -$2,179 | 减仓 |
| MNR | MACH NATURAL RESOURCES LP | $70.00万 | 0.01% | 50,000 | 50,000 | — | $70.00万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $69.89万 | 0.01% | 27,845 | 1,445 | 5.5% | $3.63万 | 加仓 |
| DE | DEERE & CO | $69.43万 | 0.01% | 1,232 | 20 | 1.7% | $1.13万 | 加仓 |
| TFSL | TFS FINL CORP | $69.30万 | 0.01% | 49,327 | 5,013 | 11.3% | $7.04万 | 加仓 |
| PFE | PFIZER INC | $69.10万 | 0.01% | 24,607 | -721 | -2.8% | -$2.02万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $68.38万 | 0.01% | 21,659 | 21,659 | — | $68.38万 | 新建仓 |
| PAVE | GLOBAL X FDS | $67.20万 | 0.01% | 13,226 | 79 | 0.6% | $4,014 | 加仓 |
| CMI | CUMMINS INC | $67.09万 | 0.01% | 1,247 | 1,247 | — | $67.09万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $66.64万 | 0.01% | 13,168 | -111 | -0.8% | -$5,618 | 减仓 |
| MBB | ISHARES TR | $66.54万 | 0.01% | 7,008 | 2,616 | 59.6% | $24.84万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $66.14万 | 0.01% | 16,107 | 16,107 | — | $66.14万 | 新建仓 |
| TCHP | T ROWE PRICE ETF INC | $66.12万 | 0.01% | 14,967 | 14,967 | — | $66.12万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $65.94万 | 0.01% | 13,477 | 777 | 6.1% | $3.80万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $65.81万 | 0.01% | 14,746 | -284 | -1.9% | -$1.27万 | 减仓 |
| TIP | ISHARES TR | $65.72万 | 0.01% | 5,955 | -258 | -4.2% | -$2.85万 | 减仓 |
| BA | BOEING CO | $65.67万 | 0.01% | 3,299 | -1,984 | -37.6% | -$39.49万 | 减仓 |
| HEGD | LISTED FDS TR | $65.59万 | 0.01% | 26,554 | -1,420 | -5.1% | -$3.51万 | 减仓 |
| F | FORD MTR CO | $65.40万 | 0.01% | 56,675 | -255 | -0.4% | -$2,943 | 减仓 |
| MS | MORGAN STANLEY | $63.01万 | 0.01% | 3,829 | -227 | -5.6% | -$3.74万 | 减仓 |
| PEP | PEPSICO INC | $62.93万 | 0.01% | 4,053 | -434 | -9.7% | -$6.74万 | 减仓 |
| MGK | VANGUARD WORLD FD | $62.73万 | 0.01% | 1,707 | 28 | 1.7% | $1.03万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $62.09万 | 0.01% | 8,653 | -38 | -0.4% | -$2,727 | 减仓 |
| INTF | ISHARES TR | $62.07万 | 0.01% | 15,932 | -1,326 | -7.7% | -$5.17万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $61.79万 | 0.01% | 18,753 | 1,542 | 9.0% | $5.08万 | 加仓 |
| CRM | SALESFORCE INC | $61.45万 | 0.01% | 3,291 | -244,993 | -98.7% | -$4,574.53万 | 减仓 |
| IYC | ISHARES TR | $61.45万 | 0.01% | 6,340 | 9 | 0.1% | $872 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $61.03万 | 0.01% | 2,084 | -10 | -0.5% | -$2,928 | 减仓 |
| BAC | BANK AMERICA CORP | $60.92万 | 0.01% | 12,497 | -758 | -5.7% | -$3.70万 | 减仓 |
| NFLX | NETFLIX INC. | $60.67万 | 0.01% | 6,310 | 123 | 2.0% | $1.18万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $60.31万 | 0.01% | 1,302 | -254 | -16.3% | -$11.77万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $60.30万 | 0.01% | 8,013 | 8,013 | — | $60.30万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $60.29万 | 0.01% | 12,898 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $59.71万 | 0.01% | 2,526 | 836 | 49.5% | $19.76万 | 加仓 |
| KLAC | KLA CORP | $59.49万 | 0.01% | 404 | -5 | -1.2% | -$7,362 | 减仓 |
| CSCO | CISCO SYS INC | $59.48万 | 0.01% | 7,666 | -1,109 | -12.6% | -$8.60万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $59.47万 | 0.01% | 2,918 | 10 | 0.3% | $2,038 | 加仓 |
| DLS | WISDOMTREE TR | $59.13万 | 0.01% | 7,255 | -32 | -0.4% | -$2,608 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $58.02万 | 0.01% | 2,852 | 119 | 4.4% | $2.42万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $57.41万 | 0.01% | 20,401 | 11,400 | 126.7% | $32.08万 | 加仓 |
| EEMV | ISHARES INC | $56.80万 | 0.01% | 8,774 | -6,923 | -44.1% | -$44.81万 | 减仓 |
| IWN | ISHARES TR | $56.24万 | 0.01% | 2,967 | 8 | 0.3% | $1,516 | 加仓 |
| DDWM | WISDOMTREE TR | $55.87万 | 0.01% | 12,667 | 33 | 0.3% | $1,456 | 加仓 |
| FEOE | RBB FUND TRUST | $55.87万 | 0.01% | 11,071 | 11,071 | — | $55.87万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $55.70万 | 0.01% | 3,807 | 336 | 9.7% | $4.92万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $55.41万 | 0.01% | 2,566 | 209 | 8.9% | $4.51万 | 加仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $54.85万 | 0.01% | 15,448 | 1,377 | 9.8% | $4.89万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $54.65万 | 0.01% | 4,947 | 46 | 0.9% | $5,082 | 加仓 |
| SPYG | SPDR SERIES TRUST | $54.52万 | 0.01% | 5,568 | 2,205 | 65.6% | $21.59万 | 加仓 |
| TFC | TRUIST FINL CORP | $54.51万 | 0.01% | 11,858 | -28 | -0.2% | -$1,287 | 减仓 |