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 |
|---|---|---|---|---|---|---|---|---|
| AIA | ISHARES TR | $281.58万 | 0.11% | 19,877 | 546 | 2.8% | $7.73万 | 加仓 |
| TLT | ISHARES TR | $285.98万 | 0.11% | 33,092 | 7,859 | 31.1% | $67.92万 | 加仓 |
| TIP | ISHARES TR | $286.76万 | 0.11% | 26,205 | 534 | 2.1% | $5.84万 | 加仓 |
| MCD | MCDONALDS CORP | $287.50万 | 0.11% | 10,636 | 839 | 8.6% | $22.68万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $288.42万 | 0.11% | 9,682 | 5,411 | 126.7% | $161.19万 | 加仓 |
| LQD | ISHARES TR | $289.02万 | 0.11% | 26,499 | 769 | 3.0% | $8.39万 | 加仓 |
| NLR | VANECK ETF TRUST | $289.22万 | 0.11% | 24,937 | 22,981 | 1,174.9% | $266.53万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $293.36万 | 0.11% | 29,859 | -735 | -2.4% | -$7.22万 | 减仓 |
| EEM | ISHARES TR | $295.12万 | 0.11% | 43,140 | 12,568 | 41.1% | $85.98万 | 加仓 |
| ITOT | ISHARES TR | $296.32万 | 0.11% | 18,038 | 712 | 4.1% | $11.70万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $297.47万 | 0.11% | 33,597 | -204 | -0.6% | -$1.81万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $303.74万 | 0.11% | 57,191 | -3,348 | -5.5% | -$17.78万 | 减仓 |
| PFF | ISHARES TR | $304.25万 | 0.11% | 99,787 | -6,217 | -5.9% | -$18.96万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $304.47万 | 0.11% | 42,194 | 4,200 | 11.1% | $30.31万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $305.71万 | 0.11% | 8,622 | 8,622 | — | $305.71万 | 新建仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $306.35万 | 0.11% | 256,359 | 5,909 | 2.4% | $7.06万 | 加仓 |
| RIO | RIO TINTO PLC | $306.55万 | 0.11% | 32,292 | 20,696 | 178.5% | $196.47万 | 加仓 |
| EZU | ISHARES INC | $307.52万 | 0.12% | 44,248 | 1,710 | 4.0% | $11.88万 | 加仓 |
| MS | MORGAN STANLEY | $309.04万 | 0.12% | 14,784 | -135 | -0.9% | -$2.82万 | 减仓 |
| AZN | ASTRAZENECA PLC | $311.70万 | 0.12% | 16,641 | 10,887 | 189.2% | $203.92万 | 加仓 |
| CAIE | CALAMOS ETF TR | $317.39万 | 0.12% | 116,643 | 27,402 | 30.7% | $74.56万 | 加仓 |
| RTX | RTX CORPORATION | $327.18万 | 0.12% | 17,244 | -271 | -1.5% | -$5.14万 | 减仓 |
| INTC | INTEL CORP | $335.31万 | 0.13% | 24,014 | -6,607 | -21.6% | -$92.25万 | 减仓 |
| COP | CONOCOPHILLIPS | $335.76万 | 0.13% | 32,297 | 20,832 | 181.7% | $216.57万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $342.06万 | 0.13% | 33,194 | 33,194 | — | $342.06万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $355.68万 | 0.13% | 18,000 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $355.73万 | 0.13% | 57,879 | 18,918 | 48.6% | $116.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $355.96万 | 0.13% | 41,323 | 10,015 | 32.0% | $86.27万 | 加仓 |
| DBEF | DBX ETF TR | $357.75万 | 0.13% | 65,485 | 2,036 | 3.2% | $11.12万 | 加仓 |
| CVX | CHEVRON CORPORATION | $367.87万 | 0.14% | 22,193 | 631 | 2.9% | $10.46万 | 加仓 |
| ALAB | ASTERA LABS INC | $369.37万 | 0.14% | 7,647 | 7,647 | — | $369.37万 | 新建仓 |
| BX | BLACKSTONE INC | $380.43万 | 0.14% | 32,330 | -2,873 | -8.2% | -$33.81万 | 减仓 |
| ITA | ISHARES TR | $384.45万 | 0.14% | 15,859 | 2,670 | 20.2% | $64.73万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $385.09万 | 0.14% | 24,536 | 71 | 0.3% | $1.11万 | 加仓 |
| GEV | GE VERNOVA INC | $386.18万 | 0.14% | 3,287 | 644 | 24.4% | $75.66万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $388.34万 | 0.15% | 9,343 | 948 | 11.3% | $39.40万 | 加仓 |
| WFC | WELLS FARGO & CO | $389.41万 | 0.15% | 47,121 | 28,836 | 157.7% | $238.30万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $390.98万 | 0.15% | 17,685 | 17,685 | — | $390.98万 | 新建仓 |
| SHV | ISHARES TR | $397.57万 | 0.15% | 36,028 | 2,840 | 8.6% | $31.34万 | 加仓 |
| HON | HONEYWELL INTL INC | $399.33万 | 0.15% | 17,835 | -6,286 | -26.1% | -$140.74万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $414.85万 | 0.16% | 21,775 | 2,299 | 11.8% | $43.80万 | 加仓 |
| PAVE | GLOBAL X FDS | $415.53万 | 0.16% | 70,524 | 70,524 | — | $415.53万 | 新建仓 |
| GRNY | TIDAL TRUST I | $416.17万 | 0.16% | 150,512 | 55,895 | 59.1% | $154.55万 | 加仓 |
| KO | COCA COLA CO | $422.86万 | 0.16% | 52,032 | 5,199 | 11.1% | $42.25万 | 加仓 |
| C | CITIGROUP INC | $427.16万 | 0.16% | 30,520 | 4,769 | 18.5% | $66.75万 | 加仓 |
| MPC | MARATHON PETE CORP | $432.95万 | 0.16% | 16,934 | -100 | -0.6% | -$2.56万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $439.02万 | 0.16% | 60,739 | 60,739 | — | $439.02万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $442.03万 | 0.17% | 151,173 | 1,827 | 1.2% | $5.34万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $446.38万 | 0.17% | 26,276 | 18,912 | 256.8% | $321.28万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $451.02万 | 0.17% | 23,521 | 21,550 | 1,093.4% | $413.22万 | 加仓 |
| ACWI | ISHARES TR | $451.76万 | 0.17% | 28,780 | 1,956 | 7.3% | $30.70万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $455.37万 | 0.17% | 54,373 | 619 | 1.2% | $5.18万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $459.25万 | 0.17% | 28,946 | 9,896 | 51.9% | $157.01万 | 加仓 |
| HD | HOME DEPOT INC | $462.87万 | 0.17% | 13,124 | 3,855 | 41.6% | $135.96万 | 加仓 |
| MRK | MERCK & CO INC | $463.57万 | 0.17% | 36,076 | 20,653 | 133.9% | $265.39万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $463.83万 | 0.17% | 43,296 | 40,226 | 1,310.3% | $430.94万 | 加仓 |
| ALLE | ALLEGION PLC | $467.94万 | 0.18% | 33,308 | 257 | 0.8% | $3.61万 | 加仓 |
| BA | BOEING CO | $469.98万 | 0.18% | 21,711 | 147 | 0.7% | $3.18万 | 加仓 |
| MELI | MERCADOLIBRE INC | $477.81万 | 0.18% | 2,815 | 843 | 42.7% | $143.09万 | 加仓 |
| CHAT | TIDAL TRUST II | $490.63万 | 0.18% | 49,719 | 49,719 | — | $490.63万 | 新建仓 |
| IWM | ISHARES TR | $492.71万 | 0.18% | 16,399 | 1,202 | 7.9% | $36.11万 | 加仓 |
| MGK | VANGUARD WORLD FD | $502.58万 | 0.19% | 57,170 | 810 | 1.4% | $7.12万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $512.83万 | 0.19% | 31,009 | 28,354 | 1,067.9% | $468.92万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $520.85万 | 0.20% | 59,269 | 26,843 | 82.8% | $235.90万 | 加仓 |
| FRDM | EA SERIES TRUST | $521.27万 | 0.20% | 71,505 | 71,505 | — | $521.27万 | 新建仓 |
| AMGN | AMGEN INC | $526.46万 | 0.20% | 14,538 | 10,614 | 270.5% | $384.36万 | 加仓 |
| DTCR | GLOBAL X FDS | $528.08万 | 0.20% | 173,881 | 173,881 | — | $528.08万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $529.24万 | 0.20% | 93,704 | 14,268 | 18.0% | $80.59万 | 加仓 |
| SHYG | ISHARES TR | $531.25万 | 0.20% | 125,264 | 51,691 | 70.3% | $219.22万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $532.36万 | 0.20% | 167,883 | 26,752 | 19.0% | $84.83万 | 加仓 |
| VGT | VANGUARD WORLD FD | $537.12万 | 0.20% | 44,940 | 5,644 | 14.4% | $67.46万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $541.43万 | 0.20% | 65,509 | 24,792 | 60.9% | $204.91万 | 加仓 |
| IVW | ISHARES TR | $541.60万 | 0.20% | 39,381 | 23,624 | 149.9% | $324.90万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $549.86万 | 0.21% | 61,198 | 48,200 | 370.8% | $433.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $573.46万 | 0.21% | 22,580 | 688 | 3.1% | $17.47万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $599.08万 | 0.22% | 8 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $624.19万 | 0.23% | 82,012 | 16,927 | 26.0% | $128.83万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $627.65万 | 0.24% | 73,418 | 5,197 | 7.6% | $44.43万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $633.86万 | 0.24% | 8,306 | 1,187 | 16.7% | $90.58万 | 加仓 |
| EWJ | ISHARES INC | $636.78万 | 0.24% | 68,273 | 20,476 | 42.8% | $190.98万 | 加仓 |
| GLW | CORNING INC | $640.44万 | 0.24% | 25,073 | 15,685 | 167.1% | $400.64万 | 加仓 |
| CSCO | CISCO SYS INC | $641.75万 | 0.24% | 54,636 | 33,042 | 153.0% | $388.11万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $657.80万 | 0.25% | 56,381 | 9,113 | 19.3% | $106.32万 | 加仓 |
| — | EXXON MOBIL CORP | $682.76万 | 0.26% | 49,939 | 2,308 | 4.8% | $31.55万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $696.88万 | 0.26% | 20,602 | 10,045 | 95.2% | $339.78万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $729.67万 | 0.27% | 13,968 | 1,173 | 9.2% | $61.28万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $736.16万 | 0.28% | 16,988 | 11,384 | 203.1% | $493.31万 | 加仓 |
| WMT | WALMART INC | $738.81万 | 0.28% | 65,232 | 13,038 | 25.0% | $147.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $739.21万 | 0.28% | 33,920 | 550 | 1.6% | $11.99万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $756.91万 | 0.28% | 14,737 | 793 | 5.7% | $40.73万 | 加仓 |
| IAU | ISHARES GOLD TR | $770.09万 | 0.29% | 101,985 | 44,871 | 78.6% | $338.82万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $798.84万 | 0.30% | 308,194 | 5,751 | 1.9% | $14.91万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $848.66万 | 0.32% | 449,742 | 88,775 | 24.6% | $167.52万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $877.59万 | 0.33% | 23,716 | 1,452 | 6.5% | $53.73万 | 加仓 |
| AGG | ISHARES TR | $912.35万 | 0.34% | 92,175 | -1,643 | -1.8% | -$16.26万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $934.85万 | 0.35% | 309,862 | 215,554 | 228.6% | $650.33万 | 加仓 |
| V | VISA INC | $966.05万 | 0.36% | 28,157 | 4,178 | 17.4% | $143.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,026.68万 | 0.38% | 10,975 | 2,501 | 29.5% | $233.96万 | 加仓 |
| QUAL | ISHARES TR | $1,050.83万 | 0.39% | 47,889 | 24,633 | 105.9% | $540.52万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $1,089.59万 | 0.41% | 184,959 | 59,724 | 47.7% | $351.83万 | 加仓 |