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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $54.47万 | 0.04% | 370 | 88 | 31.2% | $12.95万 | 加仓 |
| DEM | WISDOMTREE TR | $54.47万 | 0.04% | 10,963 | -324 | -2.9% | -$1.61万 | 减仓 |
| BKMC | BNY MELLON ETF TRUST | $54.69万 | 0.04% | 4,958 | -9 | -0.2% | -$993 | 减仓 |
| ADBE | ADOBE INC | $55.15万 | 0.04% | 2,269 | -999 | -30.6% | -$24.28万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $55.62万 | 0.04% | 22,267 | -232 | -1.0% | -$5,795 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $55.64万 | 0.04% | 2,674 | 186 | 7.5% | $3.87万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $55.82万 | 0.04% | 3,060 | -786 | -20.4% | -$14.34万 | 减仓 |
| KKR | KKR & CO INC | $56.17万 | 0.04% | 6,073 | 1,775 | 41.3% | $16.42万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $56.48万 | 0.04% | 1,330 | -499 | -27.3% | -$21.19万 | 减仓 |
| INSM | INSMED INC | $56.56万 | 0.04% | 3,459 | 818 | 31.0% | $13.38万 | 加仓 |
| EPP | ISHARES INC | $56.76万 | 0.04% | 10,681 | 1,206 | 12.7% | $6.41万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $56.82万 | 0.04% | 5,099 | 616 | 13.7% | $6.86万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.82万 | 0.04% | 25,841 | -14,463 | -35.9% | -$31.80万 | 减仓 |
| EWS | ISHARES INC | $56.83万 | 0.04% | 20,139 | 20,139 | — | $56.83万 | 新建仓 |
| EPI | WISDOMTREE TR | $56.94万 | 0.04% | 13,956 | 220 | 1.6% | $8,976 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.95万 | 0.04% | 26,700 | -1,000 | -3.6% | -$2.13万 | 减仓 |
| PTLC | PACER FDS TR | $57.01万 | 0.04% | 10,868 | -615 | -5.4% | -$3.23万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $57.17万 | 0.04% | 1,748 | -86 | -4.7% | -$2.81万 | 减仓 |
| CVS | CVS HEALTH CORP | $57.61万 | 0.04% | 8,021 | -617 | -7.1% | -$4.43万 | 减仓 |
| NEM | NEWMONT CORP | $57.95万 | 0.04% | 5,353 | 6 | 0.1% | $649 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $58.54万 | 0.04% | 654 | -53 | -7.5% | -$4.74万 | 减仓 |
| DDWM | WISDOMTREE TR | $58.65万 | 0.04% | 13,297 | 3,235 | 32.2% | $14.27万 | 加仓 |
| SIL | GLOBAL X FDS | $58.98万 | 0.04% | 6,548 | 3,307 | 102.0% | $29.79万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $58.99万 | 0.04% | 16,220 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INC | $59.28万 | 0.04% | 10,080 | 10,080 | — | $59.28万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $59.29万 | 0.04% | 12,919 | 4,657 | 56.4% | $21.37万 | 加仓 |
| MSTR | STRATEGY INC | $59.33万 | 0.04% | 4,754 | 1,751 | 58.3% | $21.85万 | 加仓 |
| IYW | ISHARES TR | $59.49万 | 0.04% | 3,279 | -225 | -6.4% | -$4.08万 | 减仓 |
| ADI | ANALOG DEVICES INC | $59.56万 | 0.04% | 1,872 | 100 | 5.6% | $3.18万 | 加仓 |
| WMB | WILLIAMS COS INC | $59.59万 | 0.04% | 8,187 | 1,291 | 18.7% | $9.40万 | 加仓 |
| IEUR | ISHARES TR | $59.79万 | 0.04% | 8,509 | -21,474 | -71.6% | -$150.90万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $60.13万 | 0.04% | 8,165 | -652 | -7.4% | -$4.80万 | 减仓 |
| ARTY | ISHARES TR | $60.15万 | 0.04% | 12,928 | 402 | 3.2% | $1.87万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $60.25万 | 0.04% | 12,719 | 2,669 | 26.6% | $12.64万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $60.36万 | 0.04% | 10,807 | 10,807 | — | $60.36万 | 新建仓 |
| CME | CME GROUP INC | $60.52万 | 0.04% | 2,049 | 1,229 | 149.9% | $36.30万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $60.68万 | 0.04% | 8,756 | -1,129 | -11.4% | -$7.82万 | 减仓 |
| IJK | ISHARES TR | $60.74万 | 0.04% | 6,037 | -403 | -6.3% | -$4.05万 | 减仓 |
| FDX | FEDEX CORP | $60.81万 | 0.04% | 1,707 | -19 | -1.1% | -$6,769 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $61.03万 | 0.04% | 2,126 | -50 | -2.3% | -$1.44万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $61.30万 | 0.04% | 14,704 | -1,256 | -7.9% | -$5.24万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $61.81万 | 0.04% | 11,575 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $61.97万 | 0.04% | 1,557 | -1,021 | -39.6% | -$40.64万 | 减仓 |
| ILF | ISHARES TR | $61.97万 | 0.04% | 17,447 | 17,447 | — | $61.97万 | 新建仓 |
| XYLD | GLOBAL X FDS | $62.85万 | 0.04% | 16,061 | 2,336 | 17.0% | $9.14万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $63.36万 | 0.05% | 37,030 | 7,370 | 24.8% | $12.61万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $63.63万 | 0.05% | 10,422 | 10,422 | — | $63.63万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $63.91万 | 0.05% | 1,438 | 71 | 5.2% | $3.16万 | 加仓 |
| PWR | QUANTA SVCS INC | $64.04万 | 0.05% | 1,167 | 276 | 31.0% | $15.15万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $64.08万 | 0.05% | 13,625 | -911 | -6.3% | -$4.28万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $64.34万 | 0.05% | 25,200 | 25,200 | — | $64.34万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $64.34万 | 0.05% | 4,749 | 273 | 6.1% | $3.70万 | 加仓 |
| IGSB | ISHARES TR | $64.43万 | 0.05% | 12,259 | 880 | 7.7% | $4.63万 | 加仓 |
| PAAA | PGIM ETF TR | $64.83万 | 0.05% | 12,667 | 8,707 | 219.9% | $44.56万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $64.95万 | 0.05% | 3,957 | 451 | 12.9% | $7.40万 | 加仓 |
| EMB | ISHARES TR | $65.07万 | 0.05% | 6,928 | 342 | 5.2% | $3.21万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $65.43万 | 0.05% | 3,130 | -1,987 | -38.8% | -$41.54万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $65.65万 | 0.05% | 2,159 | -226 | -9.5% | -$6.87万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $66.45万 | 0.05% | 7,349 | 7,349 | — | $66.45万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $67.20万 | 0.05% | 39,366 | 375 | 1.0% | $6,401 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $67.26万 | 0.05% | 21,380 | -1,953 | -8.4% | -$6.14万 | 减仓 |
| USO | UNITED STS OIL FD LP | $67.37万 | 0.05% | 5,294 | -814 | -13.3% | -$10.36万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $67.49万 | 0.05% | 9,424 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $67.71万 | 0.05% | 6,915 | -193 | -2.7% | -$1.89万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $67.73万 | 0.05% | 24,946 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $67.84万 | 0.05% | 14,058 | 14,058 | — | $67.84万 | 新建仓 |
| IEF | ISHARES TR | $68.52万 | 0.05% | 7,179 | 3,014 | 72.4% | $28.77万 | 加仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $68.57万 | 0.05% | 29,178 | -2,158 | -6.9% | -$5.07万 | 减仓 |
| VICI | VICI PPTYS INC | $68.84万 | 0.05% | 25,198 | 2,583 | 11.4% | $7.06万 | 加仓 |
| TFC | TRUIST FINL CORP | $69.82万 | 0.05% | 15,188 | -2,886 | -16.0% | -$13.27万 | 减仓 |
| CMI | CUMMINS INC | $69.89万 | 0.05% | 1,299 | 511 | 64.8% | $27.49万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $70.44万 | 0.05% | 25,284 | 25,284 | — | $70.44万 | 新建仓 |
| BIDU | BAIDU INC | $70.47万 | 0.05% | 6,325 | -244 | -3.7% | -$2.72万 | 减仓 |
| LIN | LINDE PLC | $70.49万 | 0.05% | 1,422 | 174 | 13.9% | $8.63万 | 加仓 |
| — | CALAMOS ETF TR | $70.80万 | 0.05% | 29,702 | 16,274 | 121.2% | $38.79万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $70.82万 | 0.05% | 14,049 | 2,340 | 20.0% | $11.80万 | 加仓 |
| NU | NU HLDGS LTD | $70.94万 | 0.05% | 49,364 | 15,311 | 45.0% | $22.00万 | 加仓 |
| MO | ALTRIA GROUP INC | $71.20万 | 0.05% | 10,789 | -1,866 | -14.7% | -$12.31万 | 减仓 |
| SYK | STRYKER CORPORATION | $71.27万 | 0.05% | 2,169 | -404 | -15.7% | -$13.28万 | 减仓 |
| NOBL | PROSHARES TR | $71.29万 | 0.05% | 6,725 | 450 | 7.2% | $4.77万 | 加仓 |
| PGR | PROGRESSIVE CORP | $71.98万 | 0.05% | 3,631 | 562 | 18.3% | $11.14万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $72.56万 | 0.05% | 14,565 | 14,565 | — | $72.56万 | 新建仓 |
| SLQD | ISHARES TR | $72.72万 | 0.05% | 14,402 | -2 | -0.0% | -$101 | 减仓 |
| ARKK | ARK ETF TR | $72.74万 | 0.05% | 10,762 | -28 | -0.3% | -$1,893 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $72.74万 | 0.05% | 4,625 | -1,642 | -26.2% | -$25.83万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $72.75万 | 0.05% | 6,567 | 4,050 | 160.9% | $44.87万 | 加仓 |
| UL | UNILEVER PLC | $72.76万 | 0.05% | 12,772 | 2,236 | 21.2% | $12.74万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $72.81万 | 0.05% | 4,219 | 763 | 22.1% | $13.17万 | 加仓 |
| IBHI | ISHARES TR | $73.04万 | 0.05% | 31,369 | 2,122 | 7.3% | $4.94万 | 加仓 |
| IEI | ISHARES TR | $73.60万 | 0.05% | 6,206 | 223 | 3.7% | $2.64万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $74.02万 | 0.05% | 36,267 | -258 | -0.7% | -$5,266 | 减仓 |
| APH | AMPHENOL CORP | $74.93万 | 0.05% | 5,930 | 1,196 | 25.3% | $15.11万 | 加仓 |
| PLD | PROLOGIS INC. | $74.99万 | 0.05% | 5,673 | -1,232 | -17.8% | -$16.28万 | 减仓 |
| D | DOMINION ENERGY INC | $75.22万 | 0.05% | 12,168 | 1,730 | 16.6% | $10.70万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $75.42万 | 0.05% | 13,954 | -2,993 | -17.7% | -$16.18万 | 减仓 |
| EQIX | EQUINIX INC | $75.67万 | 0.05% | 772 | -50 | -6.1% | -$4.90万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $75.85万 | 0.05% | 2,210 | 138 | 6.7% | $4.74万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $77.04万 | 0.05% | 2,848 | 369 | 14.9% | $9.98万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $77.24万 | 0.05% | 1,132 | -376 | -24.9% | -$25.65万 | 减仓 |
| WM | WASTE MGMT INC DEL | $78.73万 | 0.06% | 3,426 | -932 | -21.4% | -$21.42万 | 减仓 |