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 |
|---|---|---|---|---|---|---|---|---|
| CORO | BLACKROCK ETF TRUST | $35.65万 | 0.01% | 11,089 | 11,089 | — | $35.65万 | 新建仓 |
| MPC | MARATHON PETE CORP | $35.64万 | 0.01% | 1,459 | -215 | -12.8% | -$5.25万 | 减仓 |
| VCR | VANGUARD WORLD FD | $35.27万 | 0.01% | 982 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $35.24万 | 0.01% | 8,248 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $34.63万 | 0.01% | 2,919 | 359 | 14.0% | $4.26万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $34.55万 | 0.01% | 8,245 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $34.41万 | 0.01% | 2,625 | 2,625 | — | $34.41万 | 新建仓 |
| NLR | VANECK ETF TRUST | $34.40万 | 0.01% | 2,582 | 927 | 56.0% | $12.35万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $34.37万 | 0.01% | 5,141 | 346 | 7.2% | $2.31万 | 加仓 |
| — | ISHARES TR | $34.19万 | 0.01% | 8,618 | 341 | 4.1% | $1.35万 | 加仓 |
| RVTY | REVVITY INC | $34.07万 | 0.01% | 3,889 | 2 | 0.1% | $175 | 加仓 |
| IEUR | ISHARES TR | $34.01万 | 0.01% | 4,840 | -35 | -0.7% | -$2,459 | 减仓 |
| URI | UNITED RENTALS INC | $33.88万 | 0.01% | 465 | -2 | -0.4% | -$1,457 | 减仓 |
| IGSB | ISHARES TR | $33.55万 | 0.01% | 6,383 | -2,038 | -24.2% | -$10.71万 | 减仓 |
| ESGD | ISHARES TR | $33.07万 | 0.01% | 3,459 | -433 | -11.1% | -$4.14万 | 减仓 |
| VIS | VANGUARD WORLD FD | $32.75万 | 0.01% | 1,049 | 1,049 | — | $32.75万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $32.70万 | 0.01% | 2,846 | 10 | 0.4% | $1,149 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $32.56万 | 0.01% | 6,851 | -870 | -11.3% | -$4.14万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $32.43万 | 0.01% | 5,616 | 790 | 16.4% | $4.56万 | 加仓 |
| SO | SOUTHERN CO | $32.35万 | 0.01% | 3,351 | 240 | 7.7% | $2.32万 | 加仓 |
| — | WISDOMTREE TR | $32.30万 | 0.01% | 3,900 | 70 | 1.8% | $5,798 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $32.22万 | 0.01% | 6,392 | 1,238 | 24.0% | $6.24万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $32.03万 | 0.01% | 5,542 | 151 | 2.8% | $8,728 | 加仓 |
| SOXX | ISHARES TR | $31.97万 | 0.01% | 973 | -301 | -23.6% | -$9.89万 | 减仓 |
| SPGI | S&P GLOBAL INC | $31.78万 | 0.01% | 747 | 28 | 3.9% | $1.19万 | 加仓 |
| SDY | SPDR SERIES TRUST | $31.61万 | 0.01% | 2,166 | 4 | 0.2% | $584 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $31.46万 | 0.01% | 6,819 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $31.24万 | 0.01% | 5,891 | 348 | 6.3% | $1.85万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $30.96万 | 0.01% | 1,832 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $30.89万 | 0.01% | 1,441 | 2 | 0.1% | $429 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $30.75万 | 0.01% | 1,560 | 31 | 2.0% | $6,110 | 加仓 |
| GCOW | PACER FDS TR | $30.58万 | 0.01% | 6,614 | 6,614 | — | $30.58万 | 新建仓 |
| IJK | ISHARES TR | $30.54万 | 0.01% | 3,035 | -30,801 | -91.0% | -$309.92万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.48万 | 0.01% | 1,500 | -36 | -2.3% | -$7,315 | 减仓 |
| ICOW | PACER FDS TR | $30.43万 | 0.01% | 7,171 | 337 | 4.9% | $1.43万 | 加仓 |
| XBI | SPDR SERIES TRUST | $30.16万 | 0.01% | 2,361 | 0 | 0.0% | — | 不变 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $29.83万 | 0.01% | 9,481 | 0 | 0.0% | — | 不变 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $29.34万 | 0.01% | 5,830 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $29.21万 | 0.01% | 12,730 | 726 | 6.0% | $1.67万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $29.15万 | 0.01% | 7,876 | -24 | -0.3% | -$888 | 减仓 |
| CCNE | CNB FINL CORP PA | $29.03万 | 0.01% | 10,025 | -2,256 | -18.4% | -$6.53万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $28.99万 | 0.01% | 18,526 | -14,828 | -44.5% | -$23.21万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $28.96万 | 0.01% | 7,251 | -503 | -6.5% | -$2.01万 | 减仓 |
| B | BARRICK MNG CORP | $28.91万 | 0.01% | 7,088 | 2,226 | 45.8% | $9.08万 | 加仓 |
| EBAY | EBAY INC. | $28.81万 | 0.01% | 3,165 | 283 | 9.8% | $2.58万 | 加仓 |
| TFLO | ISHARES TR | $28.71万 | 0.01% | 5,670 | -4,723 | -45.4% | -$23.91万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $28.69万 | 0.01% | 23,554 | -358 | -1.5% | -$4,360 | 减仓 |
| MDYV | SPDR SERIES TRUST | $28.54万 | 0.01% | 3,352 | -308 | -8.4% | -$2.62万 | 减仓 |
| CFA | VICTORY PORTFOLIOS II | $28.53万 | 0.01% | 3,118 | 6 | 0.2% | $549 | 加仓 |
| — | RBB FD INC | $28.40万 | 0.01% | 10,052 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $27.64万 | 0.01% | 678 | -194 | -22.2% | -$7.91万 | 减仓 |
| FIXT | TCW ETF TRUST | $27.59万 | 0.01% | 7,282 | 7,282 | — | $27.59万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $27.50万 | 0.01% | 9,028 | -120 | -1.3% | -$3,655 | 减仓 |
| USXF | ISHARES TR | $27.46万 | 0.01% | 4,975 | 339 | 7.3% | $1.87万 | 加仓 |
| TXN | TEXAS INSTRS INC | $27.27万 | 0.01% | 1,405 | 171 | 13.9% | $3.32万 | 加仓 |
| XME | SPDR SERIES TRUST | $26.80万 | 0.01% | 2,481 | 2,481 | — | $26.80万 | 新建仓 |
| CME | CME GROUP INC | $26.77万 | 0.01% | 906 | -90 | -9.0% | -$2.66万 | 减仓 |
| EXC | EXELON CORP | $26.50万 | 0.01% | 5,405 | -2,349 | -30.3% | -$11.52万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $26.45万 | 0.01% | 7,109 | -677 | -8.7% | -$2.52万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $26.19万 | 0.01% | 3,293 | 528 | 19.1% | $4.20万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $26.15万 | 0.01% | 1,876 | 60 | 3.3% | $8,364 | 加仓 |
| LGLV | SPDR SERIES TRUST | $26.01万 | 0.01% | 1,460 | 8 | 0.6% | $1,425 | 加仓 |
| IXG | ISHARES TR | $25.98万 | 0.01% | 2,279 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $25.83万 | 0.01% | 2,006 | -143 | -6.7% | -$1.84万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $25.50万 | 0.01% | 612 | -5 | -0.8% | -$2,084 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $25.45万 | 0.01% | 7,542 | 7,542 | — | $25.45万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $25.40万 | 0.01% | 5,737 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $25.34万 | 0.01% | 8,509 | 229 | 2.8% | $6,820 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $25.32万 | 0.01% | 5,508 | -90 | -1.6% | -$4,137 | 减仓 |
| AGG | ISHARES TR | $25.11万 | 0.01% | 2,529 | -1,448 | -36.4% | -$14.37万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $25.05万 | 0.01% | 11,260 | 918 | 8.9% | $2.04万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $25.00万 | 0.01% | 5,175 | 291 | 6.0% | $1.41万 | 加仓 |
| HEI/A | HEICO CORP NEW | $24.97万 | 0.01% | 1,183 | 38 | 3.3% | $8,021 | 加仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $24.91万 | 0.01% | 6,215 | 98 | 1.6% | $3,928 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $24.84万 | 0.01% | 2,081 | 2 | 0.1% | $239 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $24.81万 | 0.01% | 12,703 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $24.74万 | 0.01% | 12,607 | 0 | 0.0% | — | 不变 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $24.66万 | 0.00% | 4,415 | -11 | -0.2% | -$614 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.55万 | 0.00% | 4,048 | -728 | -15.2% | -$4.42万 | 减仓 |
| SRE | SEMPRA | $24.43万 | 0.00% | 2,514 | 50 | 2.0% | $4,858 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.40万 | 0.00% | 1,863 | -855 | -31.5% | -$11.20万 | 减仓 |
| UNP | UNION PAC CORP | $24.29万 | 0.00% | 1,001 | -10 | -1.0% | -$2,426 | 减仓 |
| MDT | MEDTRONIC PLC | $24.25万 | 0.00% | 2,799 | 208 | 8.0% | $1.80万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $24.00万 | 0.00% | 2,030 | 57 | 2.9% | $6,739 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $23.97万 | 0.00% | 4,748 | 16 | 0.3% | $808 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $23.95万 | 0.00% | 667 | 4 | 0.6% | $1,436 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $23.94万 | 0.00% | 1,313 | -1 | -0.1% | -$182 | 减仓 |
| INTC | INTEL CORP | $23.94万 | 0.00% | 5,424 | -6,395 | -54.1% | -$28.22万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $23.66万 | 0.00% | 7,411 | 158 | 2.2% | $5,045 | 加仓 |
| AXON | AXON ENTERPRISE INC | $23.32万 | 0.00% | 549 | 22 | 4.2% | $9,343 | 加仓 |
| ISCF | ISHARES TR | $23.29万 | 0.00% | 5,572 | 9 | 0.2% | $376 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $23.21万 | 0.00% | 1,716 | -62 | -3.5% | -$8,384 | 减仓 |
| ARCC | ARES CAPITAL CORP | $23.20万 | 0.00% | 12,877 | 189 | 1.5% | $3,406 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $23.18万 | 0.00% | 4,226 | 378 | 9.8% | $2.07万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $23.00万 | 0.00% | 9,541 | 9,541 | — | $23.00万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.96万 | 0.00% | 498 | 72 | 16.9% | $3.32万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $22.90万 | 0.00% | 8,965 | 8,965 | — | $22.90万 | 新建仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $22.70万 | 0.00% | 1,746 | 9 | 0.5% | $1,170 | 加仓 |
| THO | THOR INDS INC | $22.69万 | 0.00% | 2,840 | 2,840 | — | $22.69万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $22.65万 | 0.00% | 6,727 | 0 | 0.0% | — | 不变 |