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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $155.91万 | 0.11% | 38,505 | -1,080 | -2.7% | -$4.37万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $157.21万 | 0.11% | 38,287 | -1,750 | -4.4% | -$7.19万 | 减仓 |
| AIQ | GLOBAL X FDS | $157.48万 | 0.11% | 33,744 | 2,344 | 7.5% | $10.94万 | 加仓 |
| IAUM | ISHARES GOLD TR | $157.66万 | 0.11% | 33,760 | 9,059 | 36.7% | $42.31万 | 加仓 |
| — | WISDOMTREE TR | $157.76万 | 0.11% | 29,373 | 29,373 | — | $157.76万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $161.38万 | 0.11% | 32,147 | -3,924 | -10.9% | -$19.70万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $161.57万 | 0.11% | 3,505 | 46 | 1.3% | $2.12万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看涨期权 | $162.59万 | 0.12% | 2,500 | 100 | 4.2% | $6.50万 | 加仓 |
| IWF | ISHARES TR | $163.01万 | 0.12% | 3,823 | -2,702 | -41.4% | -$115.21万 | 减仓 |
| CSCO | CISCO SYS INC | $167.54万 | 0.12% | 21,594 | -299 | -1.4% | -$2.32万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $169.86万 | 0.12% | 28,415 | -750 | -2.6% | -$4.48万 | 减仓 |
| GDX | VANECK ETF TRUST | $171.30万 | 0.12% | 18,666 | -1,658 | -8.2% | -$15.22万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $171.78万 | 0.12% | 34,432 | -2,811 | -7.5% | -$14.02万 | 减仓 |
| EEM | ISHARES TR | $173.62万 | 0.12% | 30,572 | 367 | 1.2% | $2.08万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $176.25万 | 0.13% | 18,754 | 3,427 | 22.4% | $32.21万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $176.98万 | 0.13% | 83,678 | -7,038 | -7.8% | -$14.89万 | 减仓 |
| IVW | ISHARES TR | $178.23万 | 0.13% | 15,757 | 1,340 | 9.3% | $15.16万 | 加仓 |
| VALE | VALE S A | $179.19万 | 0.13% | 112,626 | 300 | 0.3% | $4,773 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $182.32万 | 0.13% | 28,452 | -25 | -0.1% | -$1,602 | 减仓 |
| MRK | MERCK & CO INC | $185.53万 | 0.13% | 15,423 | -2,178 | -12.4% | -$26.20万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $186.08万 | 0.13% | 31,786 | -376 | -1.2% | -$2.20万 | 减仓 |
| FLTR | VANECK ETF TRUST | $186.49万 | 0.13% | 73,191 | -5,061 | -6.5% | -$12.90万 | 减仓 |
| COPX | GLOBAL X FDS | $189.89万 | 0.13% | 24,871 | 24,871 | — | $189.89万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $190.08万 | 0.14% | 3,145 | 261 | 9.0% | $15.77万 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $190.34万 | 0.14% | 41,180 | -23,744 | -36.6% | -$109.75万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $191.02万 | 0.14% | 8,793 | -331 | -3.6% | -$7.19万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $196.29万 | 0.14% | 8,098 | 809 | 11.1% | $19.61万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $199.86万 | 0.14% | 96,316 | -61,203 | -38.9% | -$127.00万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $200.37万 | 0.14% | 39,781 | -4,414 | -10.0% | -$22.23万 | 减仓 |
| — | ISHARES ETHEREUM TR | $201.61万 | 0.14% | 127,362 | -13,781 | -9.8% | -$21.82万 | 减仓 |
| URA | GLOBAL X FDS | $202.09万 | 0.14% | 41,729 | 28,139 | 207.1% | $136.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $203.49万 | 0.14% | 14,088 | 2,343 | 19.9% | $33.84万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $203.87万 | 0.14% | 21,950 | -1,361 | -5.8% | -$12.64万 | 减仓 |
| CRM | SALESFORCE INC | $204.87万 | 0.15% | 10,975 | 248 | 2.3% | $4.63万 | 加仓 |
| AIA | ISHARES TR | $205.20万 | 0.15% | 19,331 | 1,956 | 11.3% | $20.76万 | 加仓 |
| FXI | ISHARES TR | $207.39万 | 0.15% | 57,770 | 15,713 | 37.4% | $56.41万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $212.14万 | 0.15% | 53,801 | 12,003 | 28.7% | $47.33万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $212.99万 | 0.15% | 12,882 | 2,675 | 26.2% | $44.23万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $216.31万 | 0.15% | 38,961 | 7,939 | 25.6% | $44.08万 | 加仓 |
| TLT | ISHARES TR | $218.75万 | 0.16% | 25,233 | -6,927 | -21.5% | -$60.05万 | 减仓 |
| CAIE | CALAMOS ETF TR | $224.35万 | 0.16% | 89,241 | 21,916 | 32.6% | $55.10万 | 加仓 |
| GRNY | TIDAL TRUST I | $225.85万 | 0.16% | 94,617 | 18,505 | 24.3% | $44.17万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $227.17万 | 0.16% | 8,395 | 186 | 2.3% | $5.03万 | 加仓 |
| MTA | METALLA RTY & STREAMING LTD | $227.42万 | 0.16% | 343,024 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $227.92万 | 0.16% | 5,218 | -23 | -0.4% | -$1.00万 | 减仓 |
| GEV | GE VERNOVA INC | $230.71万 | 0.16% | 2,643 | 292 | 12.4% | $25.49万 | 加仓 |
| IWD | ISHARES TR | $235.98万 | 0.17% | 11,044 | -85 | -0.8% | -$1.82万 | 减仓 |
| T | AT&T INC | $238.09万 | 0.17% | 82,127 | -43,038 | -34.4% | -$124.77万 | 减仓 |
| SHEL | SHELL PLC | $242.97万 | 0.17% | 26,126 | -355 | -1.3% | -$3.30万 | 减仓 |
| MS | MORGAN STANLEY | $245.53万 | 0.17% | 14,919 | 348 | 2.4% | $5.73万 | 加仓 |
| SHOP | SHOPIFY INC | $245.79万 | 0.17% | 20,721 | -2,801 | -11.9% | -$33.22万 | 减仓 |
| ITOT | ISHARES TR | $246.77万 | 0.18% | 17,326 | 5,337 | 44.5% | $76.01万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $248.19万 | 0.18% | 32,426 | 6,019 | 22.8% | $46.07万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $248.99万 | 0.18% | 62,030 | -3,676 | -5.6% | -$14.76万 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $252.41万 | 0.18% | 134,117 | 86 | 0.1% | $1,619 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $257.78万 | 0.18% | 16,079 | 61 | 0.4% | $9,780 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $258.55万 | 0.18% | 32,616 | -1,651 | -4.8% | -$13.09万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $258.83万 | 0.18% | 19,476 | -540 | -2.7% | -$7.18万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $259.24万 | 0.18% | 20,663 | 1,539 | 8.0% | $19.31万 | 加仓 |
| MBB | ISHARES TR | $262.27万 | 0.19% | 27,622 | -36 | -0.1% | -$3,418 | 减仓 |
| DIVO | AMPLIFY ETF TR | $262.63万 | 0.19% | 58,557 | 36,580 | 166.4% | $164.06万 | 加仓 |
| EZU | ISHARES INC | $266.46万 | 0.19% | 42,538 | -457 | -1.1% | -$2.86万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $273.29万 | 0.19% | 37,994 | 4,007 | 11.8% | $28.82万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $276.98万 | 0.20% | 15,863 | 2,223 | 16.3% | $38.82万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $277.93万 | 0.20% | 7,119 | 79 | 1.1% | $3.08万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $278.62万 | 0.20% | 33,801 | 1,789 | 5.6% | $14.75万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $279.30万 | 0.20% | 19,050 | -1,732 | -8.3% | -$25.39万 | 减仓 |
| LQD | ISHARES TR | $280.43万 | 0.20% | 25,730 | 2,366 | 10.1% | $25.79万 | 加仓 |
| TIP | ISHARES TR | $283.31万 | 0.20% | 25,671 | -2,087 | -7.5% | -$23.03万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $283.50万 | 0.20% | 97,927 | -39,498 | -28.7% | -$114.35万 | 减仓 |
| IR | INGERSOLL RAND INC | $285.91万 | 0.20% | 35,685 | -4 | -0.0% | -$320 | 减仓 |
| ITA | ISHARES TR | $288.50万 | 0.20% | 13,189 | 3,072 | 30.4% | $67.20万 | 加仓 |
| DIS | DISNEY WALT CO | $289.05万 | 0.21% | 29,990 | -5,916 | -16.5% | -$57.02万 | 减仓 |
| C | CITIGROUP INC | $292.04万 | 0.21% | 25,751 | 1,927 | 8.1% | $21.85万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $298.04万 | 0.21% | 250,450 | -250 | -0.1% | -$2,975 | 减仓 |
| MCD | MCDONALDS CORP | $304.48万 | 0.22% | 9,797 | 1,347 | 15.9% | $41.86万 | 加仓 |
| HD | HOME DEPOT INC | $304.85万 | 0.22% | 9,269 | 217 | 2.4% | $7.14万 | 加仓 |
| SHYG | ISHARES TR | $311.29万 | 0.22% | 73,573 | -2,868 | -3.8% | -$12.13万 | 减仓 |
| DBEF | DBX ETF TR | $313.44万 | 0.22% | 63,449 | 23,432 | 58.6% | $115.75万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $314.79万 | 0.22% | 63,762 | -2,358 | -3.6% | -$11.64万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $319.34万 | 0.23% | 10,557 | 804 | 8.2% | $24.32万 | 加仓 |
| CAT | CATERPILLAR INC | $321.29万 | 0.23% | 4,535 | 245 | 5.7% | $17.36万 | 加仓 |
| PFF | ISHARES TR | $321.40万 | 0.23% | 106,004 | 6,869 | 6.9% | $20.83万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $331.70万 | 0.24% | 18,000 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $334.23万 | 0.24% | 94,308 | 3,535 | 3.9% | $12.53万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $336.93万 | 0.24% | 40,717 | 10,853 | 36.3% | $89.81万 | 加仓 |
| RTX | RTX CORPORATION | $337.87万 | 0.24% | 17,515 | 2,106 | 13.7% | $40.63万 | 加仓 |
| ABBV | ABBVIE INC | $338.06万 | 0.24% | 15,544 | -995 | -6.0% | -$21.64万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $338.40万 | 0.24% | 24,465 | 121 | 0.5% | $1.67万 | 加仓 |
| MELI | MERCADOLIBRE INC | $340.95万 | 0.24% | 1,972 | 395 | 25.0% | $68.29万 | 加仓 |
| VGT | VANGUARD WORLD FD | $342.72万 | 0.24% | 4,912 | -152 | -3.0% | -$10.61万 | 减仓 |
| ORCL | ORACLE CORP | $355.32万 | 0.25% | 24,153 | -1,125 | -4.5% | -$16.55万 | 减仓 |
| KO | COCA COLA CO | $356.17万 | 0.25% | 46,833 | 6,172 | 15.2% | $46.94万 | 加仓 |
| SMH | VANECK ETF TRUST | $360.73万 | 0.26% | 9,409 | 701 | 8.1% | $26.88万 | 加仓 |
| SHV | ISHARES TR | $366.36万 | 0.26% | 33,188 | -3,022 | -8.3% | -$33.36万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $367.25万 | 0.26% | 30,594 | 3,153 | 11.5% | $37.85万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $370.86万 | 0.26% | 60,539 | -25,848 | -29.9% | -$158.34万 | 减仓 |
| ACWI | ISHARES TR | $371.16万 | 0.26% | 26,824 | 1,157 | 4.5% | $16.01万 | 加仓 |
| IWM | ISHARES TR | $376.89万 | 0.27% | 15,197 | -1,432 | -8.6% | -$35.51万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $379.72万 | 0.27% | 4,489 | 404 | 9.9% | $34.17万 | 加仓 |