INSIGNEO ADVISORY SERVICES, LLC
MIAMI FL · SEC CIK 0001964958
$14.08亿2026Q1 申报市值
745持仓数
34.0%前十大占比 · 第一大 7.0%
87 / 85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
FFLC 新建仓+$642.27万
CPAI 加仓+$635.53万
GLD 加仓+$470.44万
ACWX 加仓+$362.91万
ELEVATION SERIES 加仓+$325.87万
2026Q1 卖出最多 按季末市值估算
FLOT 重新持有-$344.52万
QQQ 减仓-$300.31万
XLE 减仓-$158.34万
IEUR 减仓-$150.90万
VIST 减仓-$128.22万
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 |
|---|---|---|---|---|---|---|---|---|
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $17.23万 | 0.01% | 10,155 | -31 | -0.3% | -$526 | 减仓 |
| RKT | ROCKET COS INC | $17.30万 | 0.01% | 12,137 | -1,125 | -8.5% | -$1.60万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $17.46万 | 0.01% | 16,033 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $17.77万 | 0.01% | 10,013 | -14 | -0.1% | -$249 | 重新持有 |
| BOC | BOSTON OMAHA CORP | $17.84万 | 0.01% | 15,270 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $19.14万 | 0.01% | 16,018 | -10,312 | -39.2% | -$12.32万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $19.79万 | 0.01% | 18,271 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.08万 | 0.01% | 8,816 | -2,823 | -24.3% | -$6.43万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $20.09万 | 0.01% | 1,277 | 27 | 2.2% | $4,248 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $20.17万 | 0.01% | 6,406 | 6,406 | — | $20.17万 | 新建仓 |
| IONQ | IONQ INC | $20.26万 | 0.01% | 7,027 | -497 | -6.6% | -$1.43万 | 减仓 |
| SMLF | ISHARES TR | $20.27万 | 0.01% | 2,685 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $20.29万 | 0.01% | 1,786 | -23 | -1.3% | -$2,613 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $20.36万 | 0.01% | 4,992 | -242 | -4.6% | -$9,868 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $20.37万 | 0.01% | 14,415 | 690 | 5.0% | $9,750 | 加仓 |
| RKLB | ROCKET LAB CORP | $20.41万 | 0.01% | 3,178 | 3,178 | — | $20.41万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $20.48万 | 0.01% | 4,115 | -116 | -2.7% | -$5,775 | 减仓 |
| XEL | XCEL ENERGY INC | $20.49万 | 0.01% | 2,579 | -320 | -11.0% | -$2.54万 | 减仓 |
| IWS | ISHARES TR | $20.55万 | 0.01% | 1,410 | 1,410 | — | $20.55万 | 新建仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $20.57万 | 0.01% | 7,326 | 7,326 | — | $20.57万 | 新建仓 |
| AMRZ | AMRIZE LTD | $20.64万 | 0.01% | 3,685 | 3,685 | — | $20.64万 | 新建仓 |
| SE | SEA LTD | $20.77万 | 0.01% | 2,508 | -1,211 | -32.6% | -$10.03万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $20.85万 | 0.01% | 770 | 770 | — | $20.85万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $20.86万 | 0.01% | 9,000 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $20.86万 | 0.01% | 7,597 | -530 | -6.5% | -$1.46万 | 减仓 |
| IREN | IREN LIMITED | $20.92万 | 0.01% | 6,102 | -975 | -13.8% | -$3.34万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $20.92万 | 0.01% | 39,332 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $20.99万 | 0.01% | 4,471 | -49 | -1.1% | -$2,301 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $21.11万 | 0.01% | 1,077 | -16 | -1.5% | -$3,136 | 重新持有 |
| EQT | EQT CORP | $21.16万 | 0.02% | 3,325 | 3,325 | — | $21.16万 | 新建仓 |
| GOVT | ISHARES TR | $21.16万 | 0.02% | 9,236 | -271 | -2.9% | -$6,209 | 减仓 |
| IQDG | WISDOMTREE TR | $21.21万 | 0.02% | 5,285 | 204 | 4.0% | $8,189 | 重新持有 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $21.27万 | 0.02% | 6,808 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $21.29万 | 0.02% | 3,413 | 3,413 | — | $21.29万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $21.39万 | 0.02% | 2,135 | -400 | -15.8% | -$4.01万 | 减仓 |
| IGF | ISHARES TR | $21.44万 | 0.02% | 3,200 | 3,200 | — | $21.44万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $21.50万 | 0.02% | 19,442 | -1,209 | -5.9% | -$1.34万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $21.59万 | 0.02% | 4,538 | 4,538 | — | $21.59万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.64万 | 0.02% | 1,006 | 14 | 1.4% | $3,011 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $21.64万 | 0.02% | 5,301 | 253 | 5.0% | $1.03万 | 加仓 |
| AMTB | AMERANT BANCORP INC | $21.78万 | 0.02% | 9,883 | -4,700 | -32.2% | -$10.36万 | 重新持有 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $21.85万 | 0.02% | 1,118 | 1,118 | — | $21.85万 | 新建仓 |
| VOLT | TEMA ETF TRUST | $21.94万 | 0.02% | 6,408 | 6,408 | — | $21.94万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $21.96万 | 0.02% | 13,095 | 13,095 | — | $21.96万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $21.96万 | 0.02% | 4,795 | -366 | -7.1% | -$1.68万 | 减仓 |
| JD | JD.COM INC | $21.99万 | 0.02% | 7,438 | -634 | -7.9% | -$1.87万 | 减仓 |
| STT | STATE STR CORP | $22.00万 | 0.02% | 1,738 | -19 | -1.1% | -$2,405 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $22.00万 | 0.02% | 18,244 | 4,742 | 35.1% | $5.72万 | 加仓 |
| RACE | FERRARI N V | $22.03万 | 0.02% | 660 | -231 | -25.9% | -$7.71万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $22.05万 | 0.02% | 2,021 | 429 | 26.9% | $4.68万 | 加仓 |
| FHI | FEDERATED HERMES INC | $22.08万 | 0.02% | 3,893 | 3,893 | — | $22.08万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.11万 | 0.02% | 4,700 | -150 | -3.1% | -$7,056 | 减仓 |
| — | MICROSOFT CORP 看涨期权 | $22.21万 | 0.02% | 600 | 600 | — | $22.21万 | 新建仓 |
| NUE | NUCOR CORP | $22.22万 | 0.02% | 1,314 | -439 | -25.0% | -$7.42万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $22.31万 | 0.02% | 2,986 | -10,098 | -77.2% | -$75.45万 | 减仓 |
| — | ISHARES TR | $22.33万 | 0.02% | 8,506 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $22.35万 | 0.02% | 9,012 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $22.37万 | 0.02% | 3,269 | 3,269 | — | $22.37万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $22.45万 | 0.02% | 3,184 | -781 | -19.7% | -$5.51万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $22.55万 | 0.02% | 13,174 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $22.64万 | 0.02% | 2,265 | 2,265 | — | $22.64万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $22.66万 | 0.02% | 4,560 | -639 | -12.3% | -$3.18万 | 减仓 |
| ATI | ATI INC | $22.72万 | 0.02% | 1,562 | 1,562 | — | $22.72万 | 新建仓 |
| IUSV | ISHARES TR | $22.81万 | 0.02% | 2,231 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST | $22.87万 | 0.02% | 1,283 | 150 | 13.2% | $2.67万 | 加仓 |
| RAAX | VANECK ETF TRUST | $22.89万 | 0.02% | 5,623 | 5,623 | — | $22.89万 | 新建仓 |
| SYFI | AB ACTIVE ETFS INC | $22.95万 | 0.02% | 6,461 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $22.97万 | 0.02% | 1,162 | 1,162 | — | $22.97万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.97万 | 0.02% | 6,900 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $23.00万 | 0.02% | 4,639 | -870 | -15.8% | -$4.31万 | 减仓 |
| DDOG | DATADOG INC | $23.04万 | 0.02% | 1,952 | -273 | -12.3% | -$3.22万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.17万 | 0.02% | 534 | -207 | -27.9% | -$8.98万 | 重新持有 |
| CPNG | COUPANG INC | $23.19万 | 0.02% | 12,285 | -1,199 | -8.9% | -$2.26万 | 减仓 |
| MSCI | MSCI INC | $23.23万 | 0.02% | 431 | -181 | -29.6% | -$9.76万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $23.26万 | 0.02% | 2,094 | 29 | 1.4% | $3,221 | 加仓 |
| IDXX | IDEXX LABS INC | $23.32万 | 0.02% | 415 | -171 | -29.2% | -$9.61万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $23.50万 | 0.02% | 4,078 | -830 | -16.9% | -$4.78万 | 减仓 |
| IUSG | ISHARES TR | $23.75万 | 0.02% | 1,531 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A | $23.92万 | 0.02% | 28,539 | -6,597 | -18.8% | -$5.53万 | 减仓 |
| FLOT | ISHARES TR | $23.93万 | 0.02% | 4,696 | -67,619 | -93.5% | -$344.52万 | 重新持有 |
| IAG | IAMGOLD CORP | $23.96万 | 0.02% | 12,731 | -2,804 | -18.0% | -$5.28万 | 减仓 |
| ALB | ALBEMARLE CORP | $24.24万 | 0.02% | 1,350 | -1,323 | -49.5% | -$23.76万 | 重新持有 |
| CSX | CSX CORP | $24.30万 | 0.02% | 5,919 | -3,691 | -38.4% | -$15.15万 | 减仓 |
| WWD | WOODWARD INC | $24.30万 | 0.02% | 679 | -347 | -33.8% | -$12.42万 | 减仓 |
| VO | VANGUARD INDEX FDS | $24.35万 | 0.02% | 848 | -199 | -19.0% | -$5.71万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $24.48万 | 0.02% | 8,300 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $24.49万 | 0.02% | 83,870 | 2,225 | 2.7% | $6,497 | 加仓 |
| SPYV | SPDR SERIES TRUST | $24.54万 | 0.02% | 4,337 | -1,108 | -20.3% | -$6.27万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $24.63万 | 0.02% | 1,367 | 48 | 3.6% | $8,650 | 加仓 |
| HSBC | HSBC HLDGS PLC | $24.68万 | 0.02% | 2,992 | 89 | 3.1% | $7,342 | 加仓 |
| OMC | OMNICOM GROUP INC | $24.69万 | 0.02% | 3,279 | 613 | 23.0% | $4.62万 | 加仓 |
| TLN | TALEN ENERGY CORP | $24.74万 | 0.02% | 775 | 3 | 0.4% | $958 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $24.77万 | 0.02% | 5,315 | 5,315 | — | $24.77万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $24.78万 | 0.02% | 6,236 | -1,312 | -17.4% | -$5.21万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $24.78万 | 0.02% | 14,917 | 0 | 0.0% | — | 不变 |
| UNG | UNITED STS NAT GAS FD LP | $24.88万 | 0.02% | 21,209 | 2,066 | 10.8% | $2.42万 | 加仓 |
| ILMN | ILLUMINA INC | $24.88万 | 0.02% | 2,019 | 2,019 | — | $24.88万 | 新建仓 |
| CTVA | CORTEVA INC | $24.95万 | 0.02% | 2,980 | -506 | -14.5% | -$4.24万 | 减仓 |
| VIS | VANGUARD WORLD FD | $24.98万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $24.99万 | 0.02% | 17,406 | 95 | 0.5% | $1,364 | 加仓 |