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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $54.47万 | 0.01% | 16,217 | 16,217 | — | $54.47万 | 新建仓 |
| IWB | ISHARES TR | $54.30万 | 0.01% | 1,523 | -43 | -2.7% | -$1.53万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $54.23万 | 0.01% | 48,079 | 48,079 | — | $54.23万 | 新建仓 |
| PPL | PPL CORP | $53.77万 | 0.01% | 14,076 | 110 | 0.8% | $4,202 | 加仓 |
| DIVO | AMPLIFY ETF TR | $53.64万 | 0.01% | 11,959 | 2,703 | 29.2% | $12.12万 | 加仓 |
| ROST | ROSS STORES INC | $53.62万 | 0.01% | 2,475 | 17 | 0.7% | $3,683 | 加仓 |
| VPU | VANGUARD WORLD FD | $53.60万 | 0.01% | 2,705 | 16 | 0.6% | $3,170 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $53.01万 | 0.01% | 11,275 | -33 | -0.3% | -$1,552 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $52.86万 | 0.01% | 6,831 | -19 | -0.3% | -$1,470 | 减仓 |
| ILCG | ISHARES TR | $52.37万 | 0.01% | 5,485 | -61 | -1.1% | -$5,824 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $52.33万 | 0.01% | 1,874 | -268 | -12.5% | -$7.48万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $51.88万 | 0.01% | 10,461 | 132 | 1.3% | $6,546 | 加仓 |
| EFA | ISHARES TR | $51.57万 | 0.01% | 5,309 | 2,451 | 85.8% | $23.81万 | 加仓 |
| — | SEALED AIR CORP NEW | $51.16万 | 0.01% | 12,167 | 12,167 | — | $51.16万 | 新建仓 |
| — | VANECK ETF TRUST | $51.09万 | 0.01% | 14,959 | -171 | -1.1% | -$5,840 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $50.73万 | 0.01% | 15,504 | 15,504 | — | $50.73万 | 新建仓 |
| SYK | STRYKER CORPORATION | $49.88万 | 0.01% | 1,518 | 46 | 3.1% | $1.51万 | 加仓 |
| MUB | ISHARES TR | $49.87万 | 0.01% | 4,698 | 30 | 0.6% | $3,184 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $49.40万 | 0.01% | 3,571 | 20 | 0.6% | $2,767 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $49.36万 | 0.01% | 3,770 | 158 | 4.4% | $2.07万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $49.03万 | 0.01% | 4,556 | 13 | 0.3% | $1,399 | 加仓 |
| IJS | ISHARES TR | $48.87万 | 0.01% | 4,125 | -323 | -7.3% | -$3.83万 | 减仓 |
| SBUX | STARBUCKS CORP | $48.83万 | 0.01% | 5,450 | 245 | 4.7% | $2.20万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $48.69万 | 0.01% | 1,769 | -259 | -12.8% | -$7.13万 | 减仓 |
| — | HONEYWELL INTL INC | $48.43万 | 0.01% | 2,142 | -504 | -19.0% | -$11.39万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $48.11万 | 0.01% | 9,112 | -4,209 | -31.6% | -$22.22万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $47.83万 | 0.01% | 6,033 | 2,449 | 68.3% | $19.41万 | 加仓 |
| GLW | CORNING INC | $47.65万 | 0.01% | 3,505 | -345 | -9.0% | -$4.69万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $47.49万 | 0.01% | 25,739 | 85 | 0.3% | $1,568 | 加仓 |
| IWR | ISHARES TR | $47.39万 | 0.01% | 4,874 | -103 | -2.1% | -$1.00万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $47.07万 | 0.01% | 8,906 | -1,500 | -14.4% | -$7.93万 | 减仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $46.73万 | 0.01% | 20,882 | 20,882 | — | $46.73万 | 新建仓 |
| BOND | PIMCO ETF TR | $46.34万 | 0.01% | 5,022 | 5,022 | — | $46.34万 | 新建仓 |
| MET | METLIFE INC | $45.92万 | 0.01% | 6,493 | -2,731 | -29.6% | -$19.31万 | 减仓 |
| ESGE | ISHARES INC | $45.86万 | 0.01% | 10,086 | 652 | 6.9% | $2.96万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $45.82万 | 0.01% | 7,948 | 245 | 3.2% | $1.41万 | 加仓 |
| KKR | KKR & CO INC | $45.77万 | 0.01% | 4,948 | -92,402 | -94.9% | -$854.81万 | 减仓 |
| OKE | ONEOK INC NEW | $45.63万 | 0.01% | 5,048 | 2,218 | 78.4% | $20.05万 | 加仓 |
| LDUR | PIMCO ETF TR | $45.51万 | 0.01% | 4,750 | 329 | 7.4% | $3.15万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $45.23万 | 0.01% | 8,970 | 217 | 2.5% | $1.09万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $44.99万 | 0.01% | 19,511 | 19,511 | — | $44.99万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $44.86万 | 0.01% | 4,774 | 541 | 12.8% | $5.08万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $44.84万 | 0.01% | 3,780 | 1,147 | 43.6% | $13.61万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $44.47万 | 0.01% | 1,531 | 1,531 | — | $44.47万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $44.15万 | 0.01% | 1,966 | 117 | 6.3% | $2.63万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.09万 | 0.01% | 15,094 | 4,994 | 49.4% | $14.59万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $43.94万 | 0.01% | 3,604 | 3 | 0.1% | $366 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $43.88万 | 0.01% | 16,705 | 16,705 | — | $43.88万 | 新建仓 |
| IJT | ISHARES TR | $43.82万 | 0.01% | 3,028 | -24 | -0.8% | -$3,473 | 减仓 |
| LOW | LOWES COS INC | $43.67万 | 0.01% | 1,848 | 26 | 1.4% | $6,143 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $43.62万 | 0.01% | 4,002 | -1,494 | -27.2% | -$16.28万 | 减仓 |
| LIN | LINDE PLC | $43.59万 | 0.01% | 879 | 352 | 66.8% | $17.46万 | 重新持有 |
| OPLN | OPENLANE INC | $42.94万 | 0.01% | 14,732 | 14,732 | — | $42.94万 | 新建仓 |
| IGRO | ISHARES TR | $42.89万 | 0.01% | 5,120 | -551 | -9.7% | -$4.62万 | 减仓 |
| VFMV | VANGUARD WELLINGTON FD | $42.44万 | 0.01% | 3,185 | 383 | 13.7% | $5.10万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $42.18万 | 0.01% | 17,680 | 17,680 | — | $42.18万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $41.89万 | 0.01% | 3,737 | 1,905 | 104.0% | $21.36万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $41.59万 | 0.01% | 6,628 | -73,361 | -91.7% | -$460.35万 | 减仓 |
| SMLF | ISHARES TR | $40.94万 | 0.01% | 5,424 | -520 | -8.7% | -$3.93万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $40.88万 | 0.01% | 13,648 | 1 | 0.0% | $30 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $40.73万 | 0.01% | 7,459 | 10 | 0.1% | $546 | 加仓 |
| DAL | DELTA AIR LINES INC | $40.71万 | 0.01% | 6,124 | -4,233 | -40.9% | -$28.14万 | 减仓 |
| — | SCHWAB STRATEGIC TR | $40.59万 | 0.01% | 7,809 | 3,020 | 63.1% | $15.70万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $40.43万 | 0.01% | 7,195 | 27 | 0.4% | $1,517 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $40.02万 | 0.01% | 8,259 | 19 | 0.2% | $921 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $39.92万 | 0.01% | 4,869 | -525 | -9.7% | -$4.30万 | 减仓 |
| ADBE | ADOBE INC | $39.64万 | 0.01% | 1,631 | -517 | -24.1% | -$12.56万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $39.60万 | 0.01% | 2,144 | 719 | 50.5% | $13.28万 | 加仓 |
| QYLD | GLOBAL X FDS | $39.60万 | 0.01% | 23,088 | 672 | 3.0% | $1.15万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $39.50万 | 0.01% | 13,692 | 13,692 | — | $39.50万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $39.49万 | 0.01% | 2,486 | 0 | 0.0% | — | 不变 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $39.44万 | 0.01% | 8,971 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $39.36万 | 0.01% | 14,058 | 14,058 | — | $39.36万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $39.29万 | 0.01% | 7,902 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $38.92万 | 0.01% | 2,752 | 7 | 0.3% | $990 | 加仓 |
| — | NORTHERN LIGHTS FD TR | $38.80万 | 0.01% | 15,568 | 15,568 | — | $38.80万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $38.23万 | 0.01% | 1,547 | -18 | -1.2% | -$4,449 | 减仓 |
| ARKK | ARK ETF TR | $37.98万 | 0.01% | 5,619 | -649 | -10.4% | -$4.39万 | 减仓 |
| KEY | KEYCORP | $37.83万 | 0.01% | 18,866 | -4,902 | -20.6% | -$9.83万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $37.77万 | 0.01% | 9,370 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $37.51万 | 0.01% | 1,441 | 7 | 0.5% | $1,822 | 加仓 |
| ITB | ISHARES TR | $37.39万 | 0.01% | 4,129 | -98 | -2.3% | -$8,875 | 减仓 |
| WM | WASTE MGMT INC DEL | $37.37万 | 0.01% | 1,626 | 132 | 8.8% | $3.03万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $37.32万 | 0.01% | 198 | 198 | — | $37.32万 | 新建仓 |
| AGNC | AGNC INVT CORP | $37.30万 | 0.01% | 37,186 | 2,073 | 5.9% | $2.08万 | 加仓 |
| IJJ | ISHARES TR | $37.13万 | 0.01% | 2,802 | -33,470 | -92.3% | -$443.48万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $36.78万 | 0.01% | 1,209 | -30 | -2.4% | -$9,126 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $36.70万 | 0.01% | 6,518 | -1,588 | -19.6% | -$8.94万 | 减仓 |
| NVO | NOVO-NORDISK A S | $36.59万 | 0.01% | 9,958 | 2,593 | 35.2% | $9.53万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $36.53万 | 0.01% | 4,805 | -32 | -0.7% | -$2,433 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $36.37万 | 0.01% | 7,627 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $36.35万 | 0.01% | 3,238 | 9 | 0.3% | $1,010 | 加仓 |
| HCI | HCI GROUP INC | $36.33万 | 0.01% | 2,350 | 0 | 0.0% | — | 不变 |
| ACIO | ETF SER SOLUTIONS | $36.29万 | 0.01% | 8,648 | 228 | 2.7% | $9,567 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $36.23万 | 0.01% | 4,279 | 123 | 3.0% | $1.04万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $36.18万 | 0.01% | 14,909 | 89 | 0.6% | $2,160 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $35.88万 | 0.01% | 5,510 | 152 | 2.8% | $9,898 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $35.78万 | 0.01% | 15,568 | 15,568 | — | $35.78万 | 新建仓 |
| SHLD | GLOBAL X FDS | $35.77万 | 0.01% | 5,050 | 5,050 | — | $35.77万 | 新建仓 |
| TJX | TJX COS INC NEW | $35.72万 | 0.01% | 2,237 | -233 | -9.4% | -$3.72万 | 减仓 |