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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $4.32亿 | 8.75% | 989,422 | -36,450 | -3.6% | -$1,592.10万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $3.88亿 | 7.86% | 3,103,919 | -2,220,533 | -41.7% | -$2.78亿 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $2.35亿 | 4.75% | 8,425,671 | 396,756 | 4.9% | $1,104.97万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $2.24亿 | 4.54% | 5,644,596 | 203,380 | 3.7% | $808.03万 | 加仓 |
| IGM | ISHARES TR | $2.20亿 | 4.46% | 1,858,032 | 10,357 | 0.6% | $122.74万 | 加仓 |
| GLDM | WORLD GOLD TR | $2.18亿 | 4.42% | 2,353,509 | 2,353,509 | — | $2.18亿 | 新建仓 |
| EFV | ISHARES TR | $1.62亿 | 3.28% | 2,175,844 | 864,405 | 65.9% | $6,426.85万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $1.55亿 | 3.14% | 2,585,886 | 2,585,886 | — | $1.55亿 | 新建仓 |
| AMZN | AMAZON COM INC | $1.01亿 | 2.06% | 487,345 | 6,671 | 1.4% | $138.94万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1.00亿 | 2.03% | 2,491,382 | -142,280 | -5.4% | -$571.82万 | 减仓 |
| GOOGL | ALPHABET INC | $9,821.17万 | 1.99% | 341,534 | -79,274 | -18.8% | -$2,279.61万 | 减仓 |
| GMOI | GMO ETF TRUST | $9,575.36万 | 1.94% | 2,642,938 | 2,642,938 | — | $9,575.36万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $9,074.61万 | 1.84% | 1,838,083 | 100,834 | 5.8% | $497.82万 | 加仓 |
| AAPL | APPLE INC | $8,935.74万 | 1.81% | 352,092 | -26,255 | -6.9% | -$666.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,900.15万 | 1.80% | 240,434 | 2,728 | 1.1% | $100.98万 | 加仓 |
| MCK | MCKESSON CORP | $8,833.81万 | 1.79% | 102,082 | 42,824 | 72.3% | $3,705.84万 | 加仓 |
| META | META PLATFORMS INC | $7,317.88万 | 1.48% | 127,906 | 9,446 | 8.0% | $540.43万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $7,184.14万 | 1.45% | 143,781 | -806 | -0.6% | -$40.27万 | 减仓 |
| AVGO | BROADCOM INC | $6,904.82万 | 1.40% | 223,089 | -17,351 | -7.2% | -$537.03万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $6,414.73万 | 1.30% | 326,948 | 15,695 | 5.0% | $307.94万 | 加仓 |
| WMT | WALMART INC | $6,016.92万 | 1.22% | 484,143 | 140,582 | 40.9% | $1,747.15万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $5,613.09万 | 1.14% | 382,859 | 16,819 | 4.6% | $246.58万 | 加仓 |
| LLY | ELI LILLY & CO | $5,266.30万 | 1.07% | 57,256 | -15,323 | -21.1% | -$1,409.38万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $5,160.37万 | 1.04% | 264,092 | 264,092 | — | $5,160.37万 | 新建仓 |
| C | CITIGROUP INC | $4,761.66万 | 0.96% | 419,862 | 416,484 | 12,329.3% | $4,723.35万 | 加仓 |
| VST | VISTRA CORP | $4,518.75万 | 0.92% | 300,588 | 115,408 | 62.3% | $1,734.93万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $4,358.02万 | 0.88% | 393,110 | 17,947 | 4.8% | $198.96万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $4,157.78万 | 0.84% | 906,031 | 35,949 | 4.1% | $164.97万 | 加仓 |
| IDEV | ISHARES TR | $4,086.30万 | 0.83% | 488,968 | 8,822 | 1.8% | $73.73万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $4,007.16万 | 0.81% | 326,369 | -212,856 | -39.5% | -$2,613.44万 | 减仓 |
| XCCC | BONDBLOXX ETF TRUST | $3,938.61万 | 0.80% | 1,082,036 | 1,082,036 | — | $3,938.61万 | 新建仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $3,893.46万 | 0.79% | 1,824,491 | 1,824,491 | — | $3,893.46万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $3,631.44万 | 0.74% | 774,130 | 48,283 | 6.7% | $226.50万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,153.10万 | 0.64% | 567,921 | -21,519 | -3.7% | -$119.47万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $2,722.77万 | 0.55% | 392,897 | 390,557 | 16,690.5% | $2,706.56万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,403.36万 | 0.49% | 526,476 | -151,343 | -22.3% | -$690.88万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $2,356.70万 | 0.48% | 644,082 | 90,594 | 16.4% | $331.48万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,301.85万 | 0.47% | 244,253 | -5,995 | -2.4% | -$56.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,201.59万 | 0.45% | 33,853 | 1,851 | 5.8% | $120.38万 | 加仓 |
| DEM | WISDOMTREE TR | $2,080.82万 | 0.42% | 418,760 | 9,171 | 2.2% | $45.57万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,918.29万 | 0.39% | 34,940 | -14,853 | -29.8% | -$815.46万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,889.30万 | 0.38% | 294,834 | 23,163 | 8.5% | $148.43万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,889.09万 | 0.38% | 75,389 | -50,559 | -40.1% | -$1,266.90万 | 减仓 |
| IVV | ISHARES TR | $1,841.12万 | 0.37% | 28,186 | 2,276 | 8.8% | $148.67万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,823.38万 | 0.37% | 53,348 | -22,221 | -29.4% | -$759.49万 | 减仓 |
| BLK | BLACKROCK INC | $1,704.35万 | 0.35% | 17,722 | -3,131 | -15.0% | -$301.11万 | 减仓 |
| RGLD | ROYAL GOLD INC | $1,629.89万 | 0.33% | 64,046 | -49,636 | -43.7% | -$1,263.17万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,598.98万 | 0.32% | 27,703 | -437 | -1.6% | -$25.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,578.26万 | 0.32% | 90,497 | 4,171 | 4.8% | $72.74万 | 加仓 |
| ATI | ATI INC | $1,453.90万 | 0.29% | 99,952 | -44,377 | -30.7% | -$645.51万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,382.57万 | 0.28% | 64,288 | -30 | -0.0% | -$6,452 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,338.17万 | 0.27% | 247,580 | -2,448 | -1.0% | -$13.23万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,251.30万 | 0.25% | 407,856 | -6,981 | -1.7% | -$21.42万 | 减仓 |
| WELL | WELLTOWER INC | $1,228.36万 | 0.25% | 62,129 | 12,775 | 25.9% | $252.58万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,217.71万 | 0.25% | 51,246 | 2,292 | 4.7% | $54.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,210.98万 | 0.25% | 37,748 | 3,306 | 9.6% | $106.06万 | 加仓 |
| IVW | ISHARES TR | $1,122.53万 | 0.23% | 99,242 | 17,646 | 21.6% | $199.59万 | 加仓 |
| KO | COCA COLA CO | $1,104.70万 | 0.22% | 145,259 | 48,345 | 49.9% | $367.66万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,089.06万 | 0.22% | 256,008 | 12,158 | 5.0% | $51.72万 | 加仓 |
| ITOT | ISHARES TR | $1,074.13万 | 0.22% | 75,414 | 2,049 | 2.8% | $29.18万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $977.00万 | 0.20% | 34,430 | -10,363 | -23.1% | -$294.06万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $963.92万 | 0.20% | 415,126 | 10,143 | 2.5% | $23.55万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $940.36万 | 0.19% | 188,109 | -21,446 | -10.2% | -$107.21万 | 减仓 |
| IYH | ISHARES TR | $897.83万 | 0.18% | 145,657 | -181 | -0.1% | -$1.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $893.20万 | 0.18% | 18,639 | 304 | 1.7% | $14.57万 | 加仓 |
| ACM | AECOM | $879.47万 | 0.18% | 103,687 | 103,687 | — | $879.47万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $840.73万 | 0.17% | 13,896 | -5,368 | -27.9% | -$324.77万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $833.22万 | 0.17% | 325,221 | -1,988 | -0.6% | -$5.09万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $827.93万 | 0.17% | 248,107 | 7,850 | 3.3% | $26.20万 | 加仓 |
| GOOG | ALPHABET INC | $822.89万 | 0.17% | 28,686 | 561 | 2.0% | $16.09万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $814.43万 | 0.16% | 24,107 | -362,580 | -93.8% | -$1.22亿 | 减仓 |
| HAS | HASBRO INC | $805.73万 | 0.16% | 86,083 | -20,128 | -19.0% | -$188.40万 | 减仓 |
| VGT | VANGUARD WORLD FD | $743.05万 | 0.15% | 10,650 | -343 | -3.1% | -$23.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $723.85万 | 0.15% | 24,607 | 206 | 0.8% | $6.06万 | 加仓 |
| IXN | ISHARES TR | $713.57万 | 0.14% | 71,378 | 972 | 1.4% | $9.72万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $697.19万 | 0.14% | 165,132 | 8,917 | 5.7% | $37.65万 | 加仓 |
| RKLB | ROCKET LAB CORP | $685.07万 | 0.14% | 106,676 | 106,676 | — | $685.07万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $682.45万 | 0.14% | 217,827 | 12,258 | 6.0% | $38.40万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $677.44万 | 0.14% | 17,352 | -1,232 | -6.6% | -$48.10万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $656.59万 | 0.13% | 184,798 | -2,878 | -1.5% | -$10.23万 | 减仓 |
| IOO | ISHARES TR | $655.70万 | 0.13% | 54,203 | 3,311 | 6.5% | $40.05万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $647.02万 | 0.13% | 29,782 | 635 | 2.2% | $13.80万 | 加仓 |
| APTV | APTIV PLC | $623.01万 | 0.13% | 89,719 | -10,887 | -10.8% | -$75.60万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $616.26万 | 0.12% | 240,352 | -17,650 | -6.8% | -$45.25万 | 减仓 |
| VB | VANGUARD INDEX FDS | $600.13万 | 0.12% | 22,913 | 1,194 | 5.5% | $31.27万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $597.28万 | 0.12% | 124,745 | 1,538 | 1.2% | $7.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $594.54万 | 0.12% | 9,950 | 379 | 4.0% | $22.65万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $593.33万 | 0.12% | 59,417 | 8,066 | 15.7% | $80.55万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $581.33万 | 0.12% | 40,086 | 2,185 | 5.8% | $31.69万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $578.41万 | 0.12% | 61,156 | -5,009 | -7.6% | -$47.38万 | 减仓 |
| IEMG | ISHARES INC | $557.30万 | 0.11% | 79,900 | 5,728 | 7.7% | $39.95万 | 加仓 |
| — | VANECK ETF TRUST | $556.13万 | 0.11% | 150,069 | -1,530 | -1.0% | -$5.67万 | 减仓 |
| OEF | ISHARES TR | $536.92万 | 0.11% | 16,881 | -2,737 | -14.0% | -$87.05万 | 减仓 |
| TSLA | TESLA INC | $530.00万 | 0.11% | 14,257 | 887 | 6.6% | $32.97万 | 加仓 |
| IJR | ISHARES TR | $519.61万 | 0.11% | 41,799 | 570 | 1.4% | $7.09万 | 加仓 |
| USHY | ISHARES TR | $516.96万 | 0.10% | 140,327 | 18,825 | 15.5% | $69.35万 | 加仓 |
| MOAT | VANECK ETF TRUST | $513.56万 | 0.10% | 53,109 | -139 | -0.3% | -$1.34万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $502.99万 | 0.10% | 33,962 | -382 | -1.1% | -$5.66万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.10% | 0 | 0 | — | -$528.36万 | 清仓 |
| SYY | SYSCO CORP | $501.96万 | 0.10% | 70,371 | -16,436 | -18.9% | -$117.24万 | 减仓 |