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 |
|---|---|---|---|---|---|---|---|---|
| SAN | BANCO SANTANDER SA | $25.13万 | 0.02% | 22,277 | 584 | 2.7% | $6,588 | 加仓 |
| BN | BROOKFIELD CORP | $25.55万 | 0.02% | 6,325 | 141 | 2.3% | $5,696 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $25.58万 | 0.02% | 5,930 | -2,117 | -26.3% | -$9.13万 | 减仓 |
| FTNT | FORTINET INC | $25.59万 | 0.02% | 3,132 | -295 | -8.6% | -$2.41万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $25.61万 | 0.02% | 6,497 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $25.63万 | 0.02% | 10,123 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $25.69万 | 0.02% | 3,451 | 278 | 8.8% | $2.07万 | 加仓 |
| KRE | SPDR SERIES TRUST | $25.70万 | 0.02% | 3,945 | 83 | 2.1% | $5,407 | 加仓 |
| IYH | ISHARES TR | $25.89万 | 0.02% | 4,201 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $25.92万 | 0.02% | 15,050 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $25.92万 | 0.02% | 3,814 | 27 | 0.7% | $1,835 | 加仓 |
| NLR | VANECK ETF TRUST | $26.05万 | 0.02% | 1,956 | -87 | -4.3% | -$1.16万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.05万 | 0.02% | 1,282 | 136 | 11.9% | $2.76万 | 加仓 |
| MET | METLIFE INC | $26.10万 | 0.02% | 3,690 | 7 | 0.2% | $495 | 加仓 |
| SRE | SEMPRA | $26.31万 | 0.02% | 2,708 | 332 | 14.0% | $3.23万 | 加仓 |
| — | BITFARMS LTD | $26.56万 | 0.02% | 136,227 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $26.70万 | 0.02% | 3,075 | 83 | 2.8% | $7,208 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $26.75万 | 0.02% | 10,435 | -1,485 | -12.5% | -$3.81万 | 减仓 |
| WCC | WESCO INTL INC | $26.90万 | 0.02% | 983 | 149 | 17.9% | $4.08万 | 加仓 |
| XBI | SPDR SERIES TRUST | $26.93万 | 0.02% | 2,108 | 2,108 | — | $26.93万 | 新建仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $27.16万 | 0.02% | 9,973 | -750 | -7.0% | -$2.04万 | 减仓 |
| CLS | CELESTICA INC | $27.23万 | 0.02% | 968 | 21 | 2.2% | $5,907 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $27.23万 | 0.02% | 13,767 | 755 | 5.8% | $1.49万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $27.32万 | 0.02% | 1,574 | 454 | 40.5% | $7.88万 | 加仓 |
| FIX | COMFORT SYS USA INC | $27.44万 | 0.02% | 199 | 199 | — | $27.44万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $27.64万 | 0.02% | 5,341 | 276 | 5.4% | $1.43万 | 加仓 |
| SHLD | GLOBAL X FDS | $27.66万 | 0.02% | 3,905 | 3,905 | — | $27.66万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $27.73万 | 0.02% | 5,616 | 157 | 2.9% | $7,751 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $27.73万 | 0.02% | 25,166 | -10,000 | -28.4% | -$11.02万 | 减仓 |
| IWO | ISHARES TR | $27.74万 | 0.02% | 884 | 88 | 11.1% | $2.76万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $27.79万 | 0.02% | 5,823 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.84万 | 0.02% | 4,590 | -13,373 | -74.4% | -$81.10万 | 减仓 |
| DTD | WISDOMTREE TR | $27.96万 | 0.02% | 3,238 | -1,836 | -36.2% | -$15.86万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.97万 | 0.02% | 10,636 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $27.98万 | 0.02% | 5,886 | -832 | -12.4% | -$3.95万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.08万 | 0.02% | 7,269 | -2,552 | -26.0% | -$9.86万 | 减仓 |
| LIT | GLOBAL X FDS | $28.10万 | 0.02% | 3,779 | -600 | -13.7% | -$4.46万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $28.25万 | 0.02% | 8,467 | -11,567 | -57.7% | -$38.60万 | 减仓 |
| DOV | DOVER CORP | $28.31万 | 0.02% | 1,358 | -743 | -35.4% | -$15.49万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $28.32万 | 0.02% | 481 | -21 | -4.2% | -$1.24万 | 减仓 |
| ARKQ | ARK ETF TR | $28.44万 | 0.02% | 2,529 | -2,183 | -46.3% | -$24.55万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $28.49万 | 0.02% | 2,655 | 594 | 28.8% | $6.37万 | 加仓 |
| SPGI | S&P GLOBAL INC | $28.59万 | 0.02% | 672 | -239 | -26.2% | -$10.17万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $28.60万 | 0.02% | 8,679 | 8,679 | — | $28.60万 | 新建仓 |
| IGV | ISHARES TR | $28.68万 | 0.02% | 3,583 | 3,583 | — | $28.68万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $28.89万 | 0.02% | 6,263 | -4 | -0.1% | -$185 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $29.02万 | 0.02% | 4,916 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $29.11万 | 0.02% | 5,518 | -6,115 | -52.6% | -$32.26万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.16万 | 0.02% | 13,536 | 13,536 | — | $29.16万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $29.28万 | 0.02% | 656 | -629 | -48.9% | -$28.07万 | 减仓 |
| AGNC | AGNC INVT CORP | $29.49万 | 0.02% | 29,397 | 29,397 | — | $29.49万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $29.60万 | 0.02% | 24,010 | 3,633 | 17.8% | $4.48万 | 加仓 |
| SNY | SANOFI SA | $29.66万 | 0.02% | 6,157 | 6,157 | — | $29.66万 | 新建仓 |
| JETS | ETF SER SOLUTIONS | $29.75万 | 0.02% | 12,079 | 12,079 | — | $29.75万 | 新建仓 |
| NET | CLOUDFLARE INC | $29.84万 | 0.02% | 1,446 | -1,184 | -45.0% | -$24.43万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $29.90万 | 0.02% | 5,139 | 5,139 | — | $29.90万 | 新建仓 |
| PAYX | PAYCHEX INC | $29.91万 | 0.02% | 3,247 | 460 | 16.5% | $4.24万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $30.14万 | 0.02% | 6,757 | 584 | 9.5% | $2.61万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $30.19万 | 0.02% | 4,502 | 38 | 0.9% | $2,549 | 加仓 |
| HAL | HALLIBURTON CO | $30.21万 | 0.02% | 7,748 | 7,748 | — | $30.21万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $30.27万 | 0.02% | 26,322 | 12,363 | 88.6% | $14.22万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $30.29万 | 0.02% | 6,246 | -2,015 | -24.4% | -$9.77万 | 减仓 |
| REG | REGENCY CTRS CORP | $30.32万 | 0.02% | 4,008 | -24 | -0.6% | -$1,816 | 减仓 |
| AON | AON PLC | $30.60万 | 0.02% | 948 | -493 | -34.2% | -$15.91万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $30.61万 | 0.02% | 853 | -874 | -50.6% | -$31.37万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $30.63万 | 0.02% | 1,400 | 1,400 | — | $30.63万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $30.65万 | 0.02% | 7,978 | -185 | -2.3% | -$7,108 | 减仓 |
| VB | VANGUARD INDEX FDS | $31.00万 | 0.02% | 1,183 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $31.01万 | 0.02% | 6,683 | 525 | 8.5% | $2.44万 | 加仓 |
| IWN | ISHARES TR | $31.05万 | 0.02% | 1,638 | -831 | -33.7% | -$15.75万 | 减仓 |
| PTNQ | PACER FDS TR | $31.09万 | 0.02% | 4,261 | -10 | -0.2% | -$730 | 减仓 |
| LNG | CHENIERE ENERGY INC | $31.13万 | 0.02% | 1,097 | 1,097 | — | $31.13万 | 新建仓 |
| FAS | DIREXION SHARES ETF TRUST | $31.50万 | 0.02% | 2,658 | 284 | 12.0% | $3.37万 | 加仓 |
| USMV | ISHARES TR | $31.60万 | 0.02% | 3,408 | -295 | -8.0% | -$2.74万 | 减仓 |
| B | BARRICK MNG CORP | $31.68万 | 0.02% | 7,769 | 1,297 | 20.0% | $5.29万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $31.68万 | 0.02% | 3,053 | -792 | -20.6% | -$8.22万 | 重新持有 |
| KWEB | KRANESHARES TRUST | $31.77万 | 0.02% | 11,174 | -1,903 | -14.6% | -$5.41万 | 减仓 |
| — | BLACKROCK FLOATING RATE INCO | $31.99万 | 0.02% | 29,028 | 774 | 2.7% | $8,529 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $32.15万 | 0.02% | 932 | -328 | -26.0% | -$11.32万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $32.24万 | 0.02% | 1,971 | -122 | -5.8% | -$2.00万 | 减仓 |
| HAS | HASBRO INC | $32.54万 | 0.02% | 3,476 | 226 | 7.0% | $2.12万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $32.64万 | 0.02% | 3,352 | 3,352 | — | $32.64万 | 新建仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $32.65万 | 0.02% | 7,947 | 597 | 8.1% | $2.45万 | 加仓 |
| CDW | CDW CORP | $32.89万 | 0.02% | 2,718 | -897 | -24.8% | -$10.86万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $33.00万 | 0.02% | 1,626 | -292 | -15.2% | -$5.93万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $33.06万 | 0.02% | 14,407 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $33.08万 | 0.02% | 8,097 | 8,097 | — | $33.08万 | 新建仓 |
| EEMV | ISHARES INC | $33.28万 | 0.02% | 5,142 | 436 | 9.3% | $2.82万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $33.29万 | 0.02% | 13,884 | -11 | -0.1% | -$264 | 减仓 |
| ROST | ROSS STORES INC | $33.34万 | 0.02% | 1,539 | 1,539 | — | $33.34万 | 新建仓 |
| CSHI | NEOS ETF TRUST | $33.55万 | 0.02% | 6,740 | -14,835 | -68.8% | -$73.85万 | 减仓 |
| AME | AMETEK INC | $33.68万 | 0.02% | 1,571 | 457 | 41.0% | $9.80万 | 加仓 |
| HLN | HALEON PLC | $33.71万 | 0.02% | 33,681 | 1,309 | 4.0% | $1.31万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $33.78万 | 0.02% | 437 | -8 | -1.8% | -$6,185 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $34.03万 | 0.02% | 3,070 | 111 | 3.8% | $1.23万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $34.55万 | 0.02% | 882 | -853 | -49.2% | -$33.42万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $34.60万 | 0.02% | 1,182 | -16 | -1.3% | -$4,684 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $34.71万 | 0.02% | 4,697 | 4,697 | — | $34.71万 | 新建仓 |
| CCI | CROWN CASTLE INC | $34.71万 | 0.02% | 4,269 | 714 | 20.1% | $5.81万 | 加仓 |
| USB | US BANCORP | $34.97万 | 0.02% | 6,723 | 118 | 1.8% | $6,137 | 加仓 |