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 |
|---|---|---|---|---|---|---|---|---|
| WPM | WHEATON PRECIOUS METALS CORP | $78.88万 | 0.06% | 6,021 | -12 | -0.2% | -$1,572 | 减仓 |
| CMCSA | COMCAST CORP NEW | $79.08万 | 0.06% | 27,543 | 1,340 | 5.1% | $3.85万 | 加仓 |
| MAGS | LISTED FDS TR | $79.35万 | 0.06% | 13,696 | 5,149 | 60.2% | $29.83万 | 加仓 |
| CIEN | CIENA CORP | $79.90万 | 0.06% | 2,058 | -562 | -21.5% | -$21.82万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $80.40万 | 0.06% | 12,813 | -1,188 | -8.5% | -$7.45万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $80.45万 | 0.06% | 4,313 | 19 | 0.4% | $3,544 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $81.47万 | 0.06% | 12,998 | -101 | -0.8% | -$6,331 | 减仓 |
| DXJ | WISDOMTREE TR | $81.59万 | 0.06% | 5,145 | -186 | -3.5% | -$2.95万 | 减仓 |
| IYF | ISHARES TR | $81.92万 | 0.06% | 6,962 | 2,133 | 44.2% | $25.10万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $82.57万 | 0.06% | 8,393 | 1,068 | 14.6% | $10.51万 | 加仓 |
| SNOW | SNOWFLAKE INC | $82.61万 | 0.06% | 5,477 | 1,070 | 24.3% | $16.14万 | 加仓 |
| GLDM | WORLD GOLD TR | $83.22万 | 0.06% | 8,978 | 2,391 | 36.3% | $22.16万 | 加仓 |
| SOXX | ISHARES TR | $83.41万 | 0.06% | 2,538 | -652 | -20.4% | -$21.43万 | 减仓 |
| VLUE | ISHARES TR | $83.51万 | 0.06% | 5,873 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $83.90万 | 0.06% | 14,274 | 2,355 | 19.8% | $13.84万 | 加仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $84.09万 | 0.06% | 11,142 | -16,989 | -60.4% | -$128.22万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $84.48万 | 0.06% | 6,451 | 147 | 2.3% | $1.92万 | 加仓 |
| IMTM | ISHARES TR | $84.52万 | 0.06% | 17,600 | 11,164 | 173.5% | $53.61万 | 加仓 |
| INTU | INTUIT | $85.35万 | 0.06% | 1,974 | -67 | -3.3% | -$2.90万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $85.37万 | 0.06% | 33,413 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $86.59万 | 0.06% | 8,906 | -620 | -6.5% | -$6.03万 | 减仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $86.74万 | 0.06% | 18,569 | -5,133 | -21.7% | -$23.98万 | 减仓 |
| BP | BP PLC | $88.12万 | 0.06% | 18,750 | -1,763 | -8.6% | -$8.29万 | 减仓 |
| — | ISHARES TR | $89.83万 | 0.06% | 30,002 | 65 | 0.2% | $1,946 | 加仓 |
| INDA | ISHARES TR | $90.12万 | 0.06% | 19,240 | 10,323 | 115.8% | $48.35万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $90.36万 | 0.06% | 28,228 | -961 | -3.3% | -$3.08万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $90.36万 | 0.06% | 3,803 | -40 | -1.0% | -$9,504 | 减仓 |
| ANET | ARISTA NETWORKS INC | $90.42万 | 0.06% | 7,364 | -314 | -4.1% | -$3.86万 | 减仓 |
| IVE | ISHARES TR | $90.60万 | 0.06% | 4,291 | 190 | 4.6% | $4.01万 | 加仓 |
| SBUX | STARBUCKS CORP | $90.89万 | 0.06% | 10,145 | -1,267 | -11.1% | -$11.35万 | 减仓 |
| MCK | MCKESSON CORP | $91.25万 | 0.06% | 1,055 | 258 | 32.4% | $22.32万 | 加仓 |
| VST | VISTRA CORP | $92.25万 | 0.07% | 6,136 | 770 | 14.3% | $11.58万 | 加仓 |
| NVS | NOVARTIS AG | $93.07万 | 0.07% | 6,093 | 860 | 16.4% | $13.14万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $93.19万 | 0.07% | 3,208 | -427 | -11.7% | -$12.40万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $93.60万 | 0.07% | 10,140 | -2,244 | -18.1% | -$20.71万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $96.74万 | 0.07% | 7,751 | -30 | -0.4% | -$3,744 | 减仓 |
| MDT | MEDTRONIC PLC | $96.97万 | 0.07% | 11,191 | -200 | -1.8% | -$1.73万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $97.11万 | 0.07% | 24,598 | 24,598 | — | $97.11万 | 新建仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $97.43万 | 0.07% | 28,981 | -4,224 | -12.7% | -$14.20万 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $98.22万 | 0.07% | 18,624 | 2,621 | 16.4% | $13.82万 | 加仓 |
| QCOM | QUALCOMM INC | $98.23万 | 0.07% | 7,628 | -380 | -4.7% | -$4.89万 | 减仓 |
| ET | ENERGY TRANSFER L P | $98.74万 | 0.07% | 51,163 | 38,270 | 296.8% | $73.86万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $99.43万 | 0.07% | 21,196 | -17,401 | -45.1% | -$81.63万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $100.11万 | 0.07% | 14,662 | -5,419 | -27.0% | -$37.00万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $101.49万 | 0.07% | 2,093 | -133 | -6.0% | -$6.45万 | 减仓 |
| RING | ISHARES INC | $102.94万 | 0.07% | 13,034 | 3,733 | 40.1% | $29.48万 | 加仓 |
| BLK | BLACKROCK INC | $103.50万 | 0.07% | 1,076 | 34 | 3.3% | $3.27万 | 加仓 |
| AMAT | APPLIED MATLS INC | $105.00万 | 0.07% | 3,072 | 72 | 2.4% | $2.46万 | 加仓 |
| HYG | ISHARES TR | $105.15万 | 0.07% | 13,217 | -5,935 | -31.0% | -$47.22万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $106.18万 | 0.08% | 22,884 | 3,007 | 15.1% | $13.95万 | 加仓 |
| IEFA | ISHARES TR | $106.56万 | 0.08% | 11,771 | 2,461 | 26.4% | $22.28万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $106.95万 | 0.08% | 2,176 | -207 | -8.7% | -$10.17万 | 减仓 |
| TGT | TARGET CORP | $107.44万 | 0.08% | 8,864 | -660 | -6.9% | -$8.00万 | 减仓 |
| GUNR | FLEXSHARES TR | $107.80万 | 0.08% | 19,543 | 467 | 2.4% | $2.58万 | 加仓 |
| RIO | RIO TINTO PLC | $108.18万 | 0.08% | 11,596 | 1,977 | 20.6% | $18.44万 | 加仓 |
| AAXJ | ISHARES TR | $108.64万 | 0.08% | 11,283 | 2,400 | 27.0% | $23.11万 | 加仓 |
| UNP | UNION PAC CORP | $109.68万 | 0.08% | 4,521 | 658 | 17.0% | $15.96万 | 加仓 |
| IJR | ISHARES TR | $111.42万 | 0.08% | 8,963 | -1,684 | -15.8% | -$20.93万 | 减仓 |
| EWZ | ISHARES INC | $111.73万 | 0.08% | 29,104 | -4,021 | -12.1% | -$15.44万 | 减仓 |
| MMM | 3M CO | $111.98万 | 0.08% | 7,710 | 1,823 | 31.0% | $26.48万 | 加仓 |
| AZN | ASTRAZENECA PLC | $112.40万 | 0.08% | 5,754 | 5,754 | — | $112.40万 | 新建仓 |
| NOW | SERVICENOW INC | $113.33万 | 0.08% | 10,840 | -442 | -3.9% | -$4.62万 | 减仓 |
| IJH | ISHARES TR | $114.22万 | 0.08% | 16,914 | -3,191 | -15.9% | -$21.55万 | 减仓 |
| ECH | ISHARES INC | $119.51万 | 0.08% | 30,058 | -273 | -0.9% | -$1.09万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $119.74万 | 0.09% | 5,604 | 963 | 20.7% | $20.58万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $122.87万 | 0.09% | 11,967 | -486 | -3.9% | -$4.99万 | 减仓 |
| GE | GE AEROSPACE | $126.03万 | 0.09% | 4,441 | 658 | 17.4% | $18.67万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $126.27万 | 0.09% | 9,060 | 2,037 | 29.0% | $28.39万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $127.11万 | 0.09% | 7,859 | 766 | 10.8% | $12.39万 | 加仓 |
| TXN | TEXAS INSTRS INC | $127.33万 | 0.09% | 6,559 | 2,040 | 45.1% | $39.60万 | 加仓 |
| GLW | CORNING INC | $127.65万 | 0.09% | 9,388 | -3,629 | -27.9% | -$49.34万 | 减仓 |
| PEP | PEPSICO INC | $129.91万 | 0.09% | 8,365 | 1,268 | 17.9% | $19.69万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $130.20万 | 0.09% | 43,897 | 5,699 | 14.9% | $16.90万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $131.59万 | 0.09% | 10,050 | -912 | -8.3% | -$11.94万 | 减仓 |
| AOM | ISHARES TR | $132.19万 | 0.09% | 27,905 | 10 | 0.0% | $474 | 加仓 |
| XYZ | BLOCK INC | $133.93万 | 0.10% | 22,254 | 150 | 0.7% | $9,027 | 加仓 |
| LOW | LOWES COS INC | $134.73万 | 0.10% | 5,702 | -217 | -3.7% | -$5.13万 | 减仓 |
| INTC | INTEL CORP | $135.13万 | 0.10% | 30,621 | 7,611 | 33.1% | $33.59万 | 加仓 |
| DE | DEERE & CO | $135.97万 | 0.10% | 2,414 | 289 | 13.6% | $16.28万 | 加仓 |
| ETN | EATON CORP PLC | $136.38万 | 0.10% | 3,813 | 387 | 11.3% | $13.84万 | 加仓 |
| CB | CHUBB LTD SWITZ | $137.43万 | 0.10% | 4,216 | 93 | 2.3% | $3.03万 | 加仓 |
| EFA | ISHARES TR | $137.86万 | 0.10% | 14,193 | -1,365 | -8.8% | -$13.26万 | 减仓 |
| AMGN | AMGEN INC | $138.06万 | 0.10% | 3,924 | 877 | 28.8% | $30.86万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $138.15万 | 0.10% | 140,684 | 39,871 | 39.5% | $39.15万 | 加仓 |
| CCL | CARNIVAL CORP | $139.29万 | 0.10% | 53,821 | 47,067 | 696.9% | $121.81万 | 加仓 |
| EWU | ISHARES TR | $139.95万 | 0.10% | 30,717 | 1,431 | 4.9% | $6.52万 | 加仓 |
| PFE | PFIZER INC | $143.32万 | 0.10% | 51,041 | 2,760 | 5.7% | $7.75万 | 加仓 |
| WFC | WELLS FARGO & CO | $145.56万 | 0.10% | 18,285 | -1,165 | -6.0% | -$9.27万 | 减仓 |
| PFXF | VANECK ETF TRUST | $145.93万 | 0.10% | 83,200 | 7,488 | 9.9% | $13.13万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $146.88万 | 0.10% | 32,475 | 486 | 1.5% | $2.20万 | 加仓 |
| IEMG | ISHARES INC | $146.89万 | 0.10% | 21,059 | 2,239 | 11.9% | $15.62万 | 加仓 |
| SHY | ISHARES TR | $147.12万 | 0.10% | 17,818 | 11,391 | 177.2% | $94.06万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $148.38万 | 0.11% | 16,728 | -1,290 | -7.2% | -$11.44万 | 减仓 |
| OIH | VANECK ETF TRUST | $148.71万 | 0.11% | 3,679 | 2,129 | 137.4% | $86.06万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $150.03万 | 0.11% | 31,466 | -5,057 | -13.8% | -$24.11万 | 减仓 |
| TJX | TJX COS INC NEW | $150.77万 | 0.11% | 9,441 | 34 | 0.4% | $5,430 | 加仓 |
| COP | CONOCOPHILLIPS | $151.34万 | 0.11% | 11,465 | 2,707 | 30.9% | $35.73万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $152.96万 | 0.11% | 2,480 | -107 | -4.1% | -$6.60万 | 减仓 |
| REET | ISHARES TR | $154.75万 | 0.11% | 61,529 | 46,432 | 307.6% | $116.78万 | 加仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $155.53万 | 0.11% | 133,500 | 0 | 0.0% | — | 不变 |