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 |
|---|---|---|---|---|---|---|---|---|
| FNDA | SCHWAB STRATEGIC TR | $22.60万 | 0.00% | 6,967 | -1,154 | -14.2% | -$3.74万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $22.57万 | 0.00% | 5,723 | 399 | 7.5% | $1.57万 | 加仓 |
| SAP | SAP SE | $22.57万 | 0.00% | 1,318 | -562 | -29.9% | -$9.62万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $22.45万 | 0.00% | 6,697 | -3,330 | -33.2% | -$11.17万 | 重新持有 |
| IDU | ISHARES TR | $22.37万 | 0.00% | 1,926 | 8 | 0.4% | $929 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $22.37万 | 0.00% | 1,534 | 1,534 | — | $22.37万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $22.12万 | 0.00% | 1,955 | 1,955 | — | $22.12万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $22.06万 | 0.00% | 1,272 | -33 | -2.5% | -$5,724 | 减仓 |
| JBL | JABIL INC | $21.97万 | 0.00% | 827 | 827 | — | $21.97万 | 新建仓 |
| BGIG | ETF SER SOLUTIONS | $21.95万 | 0.00% | 6,600 | 6,600 | — | $21.95万 | 新建仓 |
| URTH | ISHARES INC | $21.78万 | 0.00% | 1,210 | -186 | -13.3% | -$3.35万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $21.61万 | 0.00% | 5,545 | 6 | 0.1% | $234 | 加仓 |
| SMLV | SPDR SERIES TRUST | $21.59万 | 0.00% | 1,575 | 8 | 0.5% | $1,097 | 加仓 |
| DON | WISDOMTREE TR | $21.53万 | 0.00% | 4,098 | -8,345 | -67.1% | -$43.84万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $21.43万 | 0.00% | 7,188 | 7,188 | — | $21.43万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $21.31万 | 0.00% | 1,329 | -305 | -18.7% | -$4.89万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $21.23万 | 0.00% | 4,919 | -2,934 | -37.4% | -$12.66万 | 减仓 |
| AFL | AFLAC INC | $20.99万 | 0.00% | 1,913 | -8 | -0.4% | -$878 | 减仓 |
| YUM | YUM BRANDS INC | $20.96万 | 0.00% | 1,348 | -41 | -3.0% | -$6,374 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $20.80万 | 0.00% | 5,223 | 5,223 | — | $20.80万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $20.68万 | 0.00% | 3,072 | 13 | 0.4% | $875 | 加仓 |
| DHS | WISDOMTREE TR | $20.50万 | 0.00% | 1,877 | 1,877 | — | $20.50万 | 新建仓 |
| IR | INGERSOLL RAND INC | $20.44万 | 0.00% | 2,551 | 10 | 0.4% | $801 | 加仓 |
| DOX | AMDOCS LTD | $20.43万 | 0.00% | 3,131 | -86,261 | -96.5% | -$562.90万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.39万 | 0.00% | 10,734 | 0 | 0.0% | — | 不变 |
| PWRD | TCW ETF TRUST | $20.27万 | 0.00% | 2,073 | 2,073 | — | $20.27万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $20.26万 | 0.00% | 17,959 | 1,527 | 9.3% | $1.72万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $20.23万 | 0.00% | 3,275 | -3,169 | -49.2% | -$19.58万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $20.15万 | 0.00% | 8,506 | 8,506 | — | $20.15万 | 新建仓 |
| AON | AON PLC | $20.11万 | 0.00% | 623 | 7 | 1.1% | $2,260 | 加仓 |
| TRP | TC ENERGY CORP | $20.07万 | 0.00% | 3,206 | -3,531 | -52.4% | -$22.10万 | 减仓 |
| DHR | DANAHER CORP DEL | $20.05万 | 0.00% | 1,057 | 27 | 2.6% | $5,120 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $20.02万 | 0.00% | 739 | -61 | -7.6% | -$1.65万 | 减仓 |
| PML | PIMCO MUN INCOME FD II | $18.97万 | 0.00% | 25,057 | 109 | 0.4% | $825 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $14.74万 | 0.00% | 10,000 | 10,000 | — | $14.74万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $13.53万 | 0.00% | 11,757 | 0 | 0.0% | — | 不变 |
| ABCL | ABCELLERA BIOLOGICS INC | $12.45万 | 0.00% | 35,668 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $11.12万 | 0.00% | 10,923 | -2,342 | -17.7% | -$2.38万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $10.69万 | 0.00% | 20,964 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $8.29万 | 0.00% | 17,907 | 17,907 | — | $8.29万 | 新建仓 |
| MSOS | ADVISORSHARES TR | $7.64万 | 0.00% | 21,524 | -800 | -3.6% | -$2,840 | 减仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $7.25万 | 0.00% | 12,057 | 0 | 0.0% | — | 不变 |
| — | ENTERA BIO LTD | $5.25万 | 0.00% | 47,328 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $4.81万 | 0.00% | 21,268 | -354 | -1.6% | -$800 | 减仓 |
| — | INOVIO PHARMACEUTICALS INC | $1.92万 | 0.00% | 11,028 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $1.07万 | 0.00% | 15,267 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -81,676 | -100.0% | -$145.63万 | 清仓 |
| EQX | EQUINOX GOLD CORP | $0 | 0.00% | 0 | -73,257 | -100.0% | -$102.85万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -6,332 | -100.0% | -$92.81万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,882 | -100.0% | -$89.76万 | 清仓 |
| — | BLACKROCK MUN INCOME TR | $0 | 0.00% | 0 | -54,990 | -100.0% | -$55.16万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -784 | -100.0% | -$51.93万 | 清仓 |
| SMTH | ALPS ETF TR | $0 | 0.00% | 0 | -19,695 | -100.0% | -$51.34万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -3,592 | -100.0% | -$50.81万 | 清仓 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -9,529 | -100.0% | -$45.32万 | 清仓 |
| GPZ | VANECK ETF TRUST | $0 | 0.00% | 0 | -13,886 | -100.0% | -$37.70万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,148 | -100.0% | -$30.80万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -55 | -100.0% | -$29.59万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,480 | -100.0% | -$27.82万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -8,624 | -100.0% | -$25.78万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -7,761 | -100.0% | -$24.03万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -777 | -100.0% | -$22.46万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -1,952 | -100.0% | -$22.04万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -1,192 | -100.0% | -$20.90万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -5,145 | -100.0% | -$20.27万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -10,496 | -100.0% | -$13.68万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -18,626 | -100.0% | -$7.69万 | 清仓 |