INSIGNEO ADVISORY SERVICES, LLC
MIAMI FL · SEC CIK 0001964958
$26.69亿2026Q2 申报市值
884持仓数
32.5%前十大占比 · 第一大 5.7%
168 / 59新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 加仓+$4,227.91万
GOOGL 加仓+$3,926.57万
AAPL 加仓+$3,806.82万
AVGO 加仓+$3,790.04万
META 加仓+$3,661.43万
2026Q2 卖出最多 按季末市值估算
SLV 减仓-$488.12万
SOXL 减仓-$215.05万
DIVO 减仓-$207.13万
HON 减仓-$140.74万
CCL 清仓-$139.29万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| XBI | SPDR SERIES TRUST | $39.85万 | 0.01% | 2,518 | 410 | 19.4% | $6.49万 | 加仓 |
| USB | US BANCORP | $39.88万 | 0.01% | 6,603 | -120 | -1.8% | -$7,248 | 减仓 |
| VB | VANGUARD INDEX FDS | $40.00万 | 0.01% | 1,320 | 137 | 11.6% | $4.15万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $40.05万 | 0.02% | 13,609 | 3,174 | 30.4% | $9.34万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $40.06万 | 0.02% | 2,404 | -83 | -3.3% | -$1.38万 | 减仓 |
| REMX | VANECK ETF TRUST | $40.17万 | 0.02% | 4,539 | 4,539 | — | $40.17万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $40.29万 | 0.02% | 1,118 | 318 | 39.8% | $11.46万 | 加仓 |
| GPC | GENUINE PARTS CO | $40.64万 | 0.02% | 3,445 | -172 | -4.8% | -$2.03万 | 减仓 |
| FTNT | FORTINET INC | $40.77万 | 0.02% | 2,654 | -478 | -15.3% | -$7.34万 | 减仓 |
| CPNG | COUPANG INC | $40.93万 | 0.02% | 23,563 | 11,278 | 91.8% | $19.59万 | 加仓 |
| KKR | KKR & CO INC | $41.03万 | 0.02% | 4,471 | -1,602 | -26.4% | -$14.70万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $41.09万 | 0.02% | 830 | -23 | -2.7% | -$1.14万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $41.28万 | 0.02% | 7,494 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $41.44万 | 0.02% | 7,271 | 556 | 8.3% | $3.17万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $41.60万 | 0.02% | 6,991 | 5 | 0.1% | $298 | 加仓 |
| ENB | ENBRIDGE INC | $41.77万 | 0.02% | 7,705 | 1,202 | 18.5% | $6.52万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $41.95万 | 0.02% | 2,901 | -329 | -10.2% | -$4.76万 | 减仓 |
| BN | BROOKFIELD CORP | $42.39万 | 0.02% | 9,939 | 3,614 | 57.1% | $15.42万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $42.66万 | 0.02% | 640 | -34 | -5.0% | -$2.27万 | 减仓 |
| — | BLACKROCK FLOATING RATE INCO | $42.76万 | 0.02% | 38,912 | 9,884 | 34.0% | $10.86万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $43.16万 | 0.02% | 8,758 | 8,758 | — | $43.16万 | 新建仓 |
| CRML | CRITICAL METALS CORP | $43.21万 | 0.02% | 42,160 | 42,160 | — | $43.21万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $43.53万 | 0.02% | 40,832 | 40,832 | — | $43.53万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $43.59万 | 0.02% | 11,034 | 11,034 | — | $43.59万 | 新建仓 |
| IHI | ISHARES TR | $43.59万 | 0.02% | 8,823 | 521 | 6.3% | $2.57万 | 加仓 |
| SPGI | S&P GLOBAL INC | $43.70万 | 0.02% | 1,073 | 401 | 59.7% | $16.33万 | 加仓 |
| GM | GENERAL MTRS CO | $43.79万 | 0.02% | 5,681 | 900 | 18.8% | $6.94万 | 加仓 |
| — | INVESCO QQQ TR 看跌期权 | $44.18万 | 0.02% | 600 | 600 | — | $44.18万 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $44.37万 | 0.02% | 12,775 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $44.37万 | 0.02% | 4,365 | 1,187 | 37.4% | $12.07万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $44.65万 | 0.02% | 2,505 | 2,505 | — | $44.65万 | 新建仓 |
| REET | ISHARES TR | $45.14万 | 0.02% | 16,344 | -45,185 | -73.4% | -$124.80万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $45.16万 | 0.02% | 17,632 | -319 | -1.8% | -$8,171 | 减仓 |
| DHR | DANAHER CORP DEL | $45.32万 | 0.02% | 2,379 | 460 | 24.0% | $8.76万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $45.53万 | 0.02% | 42,001 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $45.56万 | 0.02% | 14,510 | 14,510 | — | $45.56万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $45.64万 | 0.02% | 5,151 | -93 | -1.8% | -$8,240 | 减仓 |
| FAS | DIREXION SHARES ETF TRUST | $45.83万 | 0.02% | 3,114 | 456 | 17.2% | $6.71万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $46.19万 | 0.02% | 65,520 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $46.22万 | 0.02% | 2,345 | 783 | 50.1% | $15.43万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $46.28万 | 0.02% | 742 | 305 | 69.8% | $19.02万 | 加仓 |
| IXN | ISHARES TR | $46.49万 | 0.02% | 3,218 | 953 | 42.1% | $13.77万 | 加仓 |
| TTE | TOTALENERGIES SE | $46.79万 | 0.02% | 6,016 | 578 | 10.6% | $4.50万 | 加仓 |
| O | REALTY INCOME CORP | $46.97万 | 0.02% | 7,581 | 718 | 10.5% | $4.45万 | 加仓 |
| CLS | CELESTICA INC | $47.15万 | 0.02% | 1,293 | 325 | 33.6% | $11.85万 | 加仓 |
| CDW | CDW CORP | $47.37万 | 0.02% | 3,368 | 650 | 23.9% | $9.14万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $47.57万 | 0.02% | 958 | 302 | 46.0% | $15.00万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $47.76万 | 0.02% | 11,049 | 11,049 | — | $47.76万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $47.83万 | 0.02% | 10,444 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $48.07万 | 0.02% | 9,333 | -394 | -4.1% | -$2.03万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $48.31万 | 0.02% | 23,800 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $48.74万 | 0.02% | 38,200 | -1,166 | -3.0% | -$1.49万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $48.80万 | 0.02% | 11,031 | -3,673 | -25.0% | -$16.25万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $49.12万 | 0.02% | 2,436 | -694 | -22.2% | -$13.99万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $49.41万 | 0.02% | 27,559 | 16,415 | 147.3% | $29.43万 | 重新持有 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $49.46万 | 0.02% | 12,500 | 12,500 | — | $49.46万 | 新建仓 |
| LIT | GLOBAL X FDS | $49.47万 | 0.02% | 6,319 | 2,540 | 67.2% | $19.88万 | 加仓 |
| IUSG | ISHARES TR | $49.79万 | 0.02% | 2,647 | 1,116 | 72.9% | $20.99万 | 加仓 |
| IXUS | ISHARES TR | $50.03万 | 0.02% | 5,242 | 413 | 8.6% | $3.94万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $50.43万 | 0.02% | 9,955 | 7 | 0.1% | $355 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $50.51万 | 0.02% | 10,400 | -6,325 | -37.8% | -$30.72万 | 重新持有 |
| AYA | AYA GOLD & SILVER INC | $50.71万 | 0.02% | 26,783 | 26,783 | — | $50.71万 | 新建仓 |
| KSPI | KASPI KZ JSC | $50.77万 | 0.02% | 5,860 | 5,860 | — | $50.77万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $51.03万 | 0.02% | 23,847 | -5,963 | -20.0% | -$12.76万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $51.04万 | 0.02% | 9,079 | -345 | -3.7% | -$1.94万 | 减仓 |
| ABNB | AIRBNB INC | $51.63万 | 0.02% | 3,608 | -106 | -2.9% | -$1.52万 | 减仓 |
| NVO | NOVO-NORDISK A S | $52.02万 | 0.02% | 10,851 | 380 | 3.6% | $1.82万 | 加仓 |
| SAP | SAP SE | $52.49万 | 0.02% | 3,406 | 285 | 9.1% | $4.39万 | 加仓 |
| IWN | ISHARES TR | $52.89万 | 0.02% | 2,391 | 753 | 46.0% | $16.66万 | 加仓 |
| FLEX | FLEX LTD | $53.01万 | 0.02% | 3,271 | -1,570 | -32.4% | -$25.44万 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP | $53.34万 | 0.02% | 5,896 | 5,896 | — | $53.34万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $53.70万 | 0.02% | 5,718 | 74 | 1.3% | $6,950 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $53.88万 | 0.02% | 3,962 | -240 | -5.7% | -$3.26万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $53.98万 | 0.02% | 19,500 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A | $54.28万 | 0.02% | 66,434 | 37,895 | 132.8% | $30.96万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $54.33万 | 0.02% | 11,623 | 2,829 | 32.2% | $13.22万 | 加仓 |
| FDX | FEDEX CORP | $54.53万 | 0.02% | 1,741 | 34 | 2.0% | $1.06万 | 加仓 |
| — | ATAIBECKLEY INC | $54.94万 | 0.02% | 104,252 | 104,252 | — | $54.94万 | 新建仓 |
| TER | TERADYNE INC | $54.96万 | 0.02% | 1,136 | 1,136 | — | $54.96万 | 新建仓 |
| MUB | ISHARES TR | $55.13万 | 0.02% | 5,123 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $55.67万 | 0.02% | 7,488 | -699 | -8.5% | -$5.20万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $55.94万 | 0.02% | 2,788 | -272 | -8.9% | -$5.46万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $55.99万 | 0.02% | 2,357 | 80 | 3.5% | $1.90万 | 加仓 |
| TWLO | TWILIO INC | $56.04万 | 0.02% | 2,716 | 1,252 | 85.5% | $25.83万 | 重新持有 |
| PDEC | INNOVATOR ETFS TRUST | $56.14万 | 0.02% | 12,234 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $56.33万 | 0.02% | 449 | 0 | 0.0% | — | 不变 |
| USO | UNITED STS OIL FD LP | $56.35万 | 0.02% | 5,294 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $56.59万 | 0.02% | 23,049 | -4,494 | -16.3% | -$11.03万 | 减仓 |
| EWY | ISHARES INC | $56.67万 | 0.02% | 2,807 | 2,807 | — | $56.67万 | 新建仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $56.71万 | 0.02% | 11,335 | -7,234 | -39.0% | -$36.19万 | 减仓 |
| BOND | PIMCO ETF TR | $57.06万 | 0.02% | 6,188 | 683 | 12.4% | $6.30万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $57.08万 | 0.02% | 26,700 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $57.41万 | 0.02% | 1,739 | -115 | -6.2% | -$3.80万 | 减仓 |
| — | ISHARES BITCOIN TRUST ETF 看涨期权 | $57.59万 | 0.02% | 17,300 | 15,800 | 1,053.3% | $52.60万 | 加仓 |
| GLDM | WORLD GOLD TR | $58.13万 | 0.02% | 7,319 | -1,659 | -18.5% | -$13.18万 | 减仓 |
| VTR | VENTAS INC | $58.23万 | 0.02% | 6,558 | 686 | 11.7% | $6.09万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $58.57万 | 0.02% | 6,093 | 1,191 | 24.3% | $11.45万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $59.16万 | 0.02% | 10,847 | 6,309 | 139.0% | $34.41万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $59.26万 | 0.02% | 5,053 | 113 | 2.3% | $1.33万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $59.30万 | 0.02% | 13,028 | 7,510 | 136.1% | $34.19万 | 加仓 |