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 |
|---|---|---|---|---|---|---|---|---|
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -85,106 | -100.0% | -$86.13万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,560 | -100.0% | -$83.85万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -6,441 | -100.0% | -$83.78万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $0 | 0.00% | 0 | -16,278 | -100.0% | -$58.01万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -4,330 | -100.0% | -$54.52万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAR | GRANITESHARES GOLD TR | $0 | 0.00% | 0 | -11,100 | -100.0% | -$47.16万 | 清仓 |
| ZROZ | PIMCO ETF TR | $0 | 0.00% | 0 | -7,200 | -100.0% | -$46.26万 | 清仓 |
| — | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | -18,163 | -100.0% | -$45.28万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -4,369 | -100.0% | -$43.59万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -4,901 | -100.0% | -$40.20万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,584 | -100.0% | -$40.16万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,092 | -100.0% | -$39.44万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,318 | -100.0% | -$37.34万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -1,020 | -100.0% | -$36.41万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MICRON TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -2,200 | -100.0% | -$34.28万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -5,029 | -100.0% | -$33.42万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,073 | -100.0% | -$31.76万 | 清仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,910 | -100.0% | -$31.29万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,698 | -100.0% | -$30.90万 | 清仓 |
| BCH | BANCO DE CHILE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOPT | ISHARES TR | $0 | 0.00% | 0 | -9,681 | -100.0% | -$30.23万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -4,832 | -100.0% | -$29.94万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -696 | -100.0% | -$29.37万 | 清仓 |
| FLEX | FLEX LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -2,591 | -100.0% | -$28.57万 | 清仓 |
| HACK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -3,553 | -100.0% | -$28.56万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -5,317 | -100.0% | -$25.29万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -1,899 | -100.0% | -$25.15万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -3,268 | -100.0% | -$24.87万 | 清仓 |
| CLOZ | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -6,243 | -100.0% | -$24.63万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -1,172 | -100.0% | -$23.95万 | 清仓 |
| AER | AERCAP HOLDINGS NV | $0 | 0.00% | 0 | -1,661 | -100.0% | -$23.88万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -1,286 | -100.0% | -$23.66万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -6,032 | -100.0% | -$23.36万 | 清仓 |
| DB | DEUTSCHE BANK A G | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -1,103 | -100.0% | -$22.96万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,683 | -100.0% | -$22.92万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -2,234 | -100.0% | -$22.89万 | 清仓 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,080 | -100.0% | -$22.81万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -2,880 | -100.0% | -$22.70万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -14,996 | -100.0% | -$22.40万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -3,543 | -100.0% | -$22.34万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -3,797 | -100.0% | -$21.53万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -100 | -100.0% | -$21.50万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -5,819 | -100.0% | -$21.26万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -7,957 | -100.0% | -$20.94万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -1,538 | -100.0% | -$20.80万 | 清仓 |
| HYBL | SSGA ACTIVE TR | $0 | 0.00% | 0 | -7,307 | -100.0% | -$20.78万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -2,525 | -100.0% | -$20.46万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -2,334 | -100.0% | -$20.40万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,600 | -100.0% | -$20.35万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -1,463 | -100.0% | -$20.03万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -4,011 | -100.0% | -$20.01万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -5,271 | -100.0% | -$20.01万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -10,884 | -100.0% | -$19.05万 | 清仓 |
| — | VIRTUS CONVERTIBLE & INC FD | $0 | 0.00% | 0 | -12,875 | -100.0% | -$17.74万 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | -18,397 | -100.0% | -$17.53万 | 清仓 |
| BITO | PROSHARES TR | $0 | 0.00% | 0 | -10,620 | -100.0% | -$12.91万 | 清仓 |
| KURA | KURA ONCOLOGY INC | $0 | 0.00% | 0 | -10,086 | -100.0% | -$10.48万 | 清仓 |
| AGRO | ADECOAGRO S A | $0 | 0.00% | 0 | -12,397 | -100.0% | -$9.83万 | 清仓 |
| — | ISHARES BITCOIN TRUST ETF 看跌期权 | $0 | 0.00% | 0 | -13,600 | -100.0% | -$8.84万 | 清仓 |
| — | HEARTBEAM INC | $0 | 0.00% | 0 | -30,645 | -100.0% | -$7.35万 | 清仓 |
| BBD | BANCO BRADESCO S A | $0 | 0.00% | 0 | -15,030 | -100.0% | -$5.00万 | 清仓 |
| SATL | SATELLOGIC INC | $0 | 0.00% | 0 | -19,078 | -100.0% | -$3.57万 | 清仓 |
| SID | COMPANHIA SIDERURGICA NACION | $0 | 0.00% | 0 | -22,260 | -100.0% | -$3.56万 | 清仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $0 | 0.00% | 0 | -10,350 | -100.0% | -$3.54万 | 清仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $0 | 0.00% | 0 | -10,574 | -100.0% | -$3.44万 | 清仓 |
| — | NCL CORP LTD | $0 | 0.00% | 0 | -31,000 | -100.0% | -$3.09万 | 清仓 |
| — | TYLER TEX INDPT SCH DIST | $0 | 0.00% | 0 | -30,000 | -100.0% | -$3.03万 | 清仓 |
| — | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -24,000 | -100.0% | -$2.39万 | 清仓 |
| ITGR | INTEGER HLDGS CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.24万 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -22,000 | -100.0% | -$2.17万 | 清仓 |
| — | BOX INC | $0 | 0.00% | 0 | -22,000 | -100.0% | -$2.14万 | 清仓 |
| — | FIRSTENERGY CORP | $0 | 0.00% | 0 | -21,000 | -100.0% | -$2.13万 | 清仓 |
| — | VARONIS SYS INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$2.13万 | 清仓 |
| — | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -17,000 | -100.0% | -$1.95万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.69万 | 清仓 |
| — | STRIVE INC | $0 | 0.00% | 0 | -22,727 | -100.0% | -$1.68万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |