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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $9,895.28万 | 7.03% | 389,900 | 9,246 | 2.4% | $234.65万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,094.21万 | 5.75% | 124,461 | 3,931 | 3.3% | $255.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,362.73万 | 3.81% | 307,496 | -1,918 | -0.6% | -$33.45万 | 减仓 |
| AMZN | AMAZON COM INC | $4,482.13万 | 3.18% | 215,208 | 8,399 | 4.1% | $174.93万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,924.91万 | 2.79% | 106,030 | 8,140 | 8.3% | $301.32万 | 加仓 |
| GLD | SPDR GOLD TR | $3,759.35万 | 2.67% | 87,368 | 10,933 | 14.3% | $470.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,390.49万 | 2.41% | 70,753 | 3,473 | 5.2% | $166.43万 | 加仓 |
| GOOGL | ALPHABET INC | $3,105.97万 | 2.21% | 108,011 | -375 | -0.3% | -$10.78万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,982.80万 | 2.12% | 71,575 | 231 | 0.3% | $9.63万 | 加仓 |
| META | META PLATFORMS INC | $2,900.98万 | 2.06% | 50,705 | 4,158 | 8.9% | $237.89万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,881.29万 | 2.05% | 49,920 | -5,203 | -9.4% | -$300.31万 | 减仓 |
| SLV | ISHARES SILVER TR | $2,755.42万 | 1.96% | 404,376 | 40,846 | 11.2% | $278.32万 | 加仓 |
| GOOG | ALPHABET INC | $1,881.93万 | 1.34% | 65,604 | 4,397 | 7.2% | $126.13万 | 加仓 |
| TSLA | TESLA INC | $1,661.89万 | 1.18% | 44,705 | 5,844 | 15.0% | $217.25万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,538.78万 | 1.09% | 25,751 | 2,727 | 11.8% | $162.95万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,436.75万 | 1.02% | 74,862 | 12,173 | 19.4% | $233.62万 | 加仓 |
| IVV | ISHARES TR | $1,314.76万 | 0.93% | 20,128 | 1,289 | 6.8% | $84.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,037.96万 | 0.74% | 35,286 | 369 | 1.1% | $10.85万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,003.67万 | 0.71% | 261,236 | 31,033 | 13.5% | $119.23万 | 加仓 |
| NFLX | NETFLIX INC. | $949.64万 | 0.67% | 98,766 | 10,393 | 11.8% | $99.93万 | 加仓 |
| AVGO | BROADCOM INC | $945.41万 | 0.67% | 30,546 | -3,126 | -9.3% | -$96.75万 | 减仓 |
| AGG | ISHARES TR | $931.33万 | 0.66% | 93,818 | -3,871 | -4.0% | -$38.43万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $898.86万 | 0.64% | 302,443 | 31,932 | 11.8% | $94.90万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $880.40万 | 0.63% | 360,967 | 86,850 | 31.7% | $211.83万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $874.94万 | 0.62% | 209,367 | 152,077 | 265.5% | $635.53万 | 加仓 |
| — | ELEVATION SERIES TRUST | $857.86万 | 0.61% | 298,921 | 113,550 | 61.3% | $325.87万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $844.38万 | 0.60% | 8,474 | -452 | -5.1% | -$45.04万 | 减仓 |
| — | EXXON MOBIL CORP | $808.11万 | 0.57% | 47,631 | 1,157 | 2.5% | $19.63万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $725.85万 | 0.52% | 21,485 | 2,256 | 11.7% | $76.22万 | 加仓 |
| V | VISA INC | $724.74万 | 0.51% | 23,979 | 685 | 2.9% | $20.70万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $714.26万 | 0.51% | 22,264 | 1,302 | 6.2% | $41.77万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $696.70万 | 0.49% | 13,944 | 513 | 3.8% | $25.63万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $691.44万 | 0.49% | 47,268 | 2,301 | 5.1% | $33.66万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $654.73万 | 0.47% | 33,370 | -1,448 | -4.2% | -$28.41万 | 减仓 |
| WMT | WALMART INC | $648.67万 | 0.46% | 52,194 | 2,990 | 6.1% | $37.16万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $642.27万 | 0.46% | 125,235 | 125,235 | — | $642.27万 | 新建仓 |
| LLY | ELI LILLY & CO | $602.39万 | 0.43% | 6,549 | -106 | -1.6% | -$9.75万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $592.65万 | 0.42% | 12,795 | 619 | 5.1% | $28.67万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $574.51万 | 0.41% | 8 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $545.20万 | 0.39% | 24,121 | 2,374 | 10.9% | $53.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $535.13万 | 0.38% | 21,892 | 684 | 3.2% | $16.72万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $526.05万 | 0.37% | 68,221 | 5,265 | 8.4% | $40.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $522.25万 | 0.37% | 25,672 | -2,176 | -7.8% | -$44.27万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $516.88万 | 0.37% | 15,295 | -654 | -4.1% | -$22.10万 | 减仓 |
| IAU | ISHARES GOLD TR | $503.52万 | 0.36% | 57,114 | 4,952 | 9.5% | $43.66万 | 加仓 |
| ALLE | ALLEGION PLC | $480.20万 | 0.34% | 33,051 | 334 | 1.0% | $4.85万 | 加仓 |
| BAC | BANK AMERICA CORP | $451.21万 | 0.32% | 92,555 | 7,063 | 8.3% | $34.43万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $450.24万 | 0.32% | 79,436 | 2,876 | 3.8% | $16.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $446.12万 | 0.32% | 21,562 | -1,116 | -4.9% | -$23.09万 | 减仓 |
| QUAL | ISHARES TR | $446.07万 | 0.32% | 23,256 | -2,025 | -8.0% | -$38.84万 | 减仓 |
| ACWX | ISHARES TR | $445.64万 | 0.32% | 65,085 | 53,003 | 438.7% | $362.91万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $432.99万 | 0.31% | 141,131 | -8,573 | -5.7% | -$26.30万 | 减仓 |
| BA | BOEING CO | $429.19万 | 0.30% | 21,564 | 3,636 | 20.3% | $72.37万 | 加仓 |
| ANGL | VANECK ETF TRUST | $428.92万 | 0.30% | 149,346 | -94 | -0.1% | -$2,700 | 减仓 |
| MPC | MARATHON PETE CORP | $415.94万 | 0.30% | 17,034 | 33 | 0.2% | $8,058 | 加仓 |
| MGK | VANGUARD WORLD FD | $414.18万 | 0.29% | 11,272 | -491 | -4.2% | -$18.04万 | 减仓 |
| BX | BLACKSTONE INC | $404.79万 | 0.29% | 35,203 | 2,236 | 6.8% | $25.71万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $403.70万 | 0.29% | 53,754 | 14,976 | 38.6% | $112.47万 | 加仓 |
| EWJ | ISHARES INC | $403.60万 | 0.29% | 47,797 | 3,730 | 8.5% | $31.50万 | 加仓 |
| ASML | ASML HLDG NV | $402.47万 | 0.29% | 3,047 | 8 | 0.3% | $1.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $379.72万 | 0.27% | 4,489 | 404 | 9.9% | $34.17万 | 加仓 |
| IWM | ISHARES TR | $376.89万 | 0.27% | 15,197 | -1,432 | -8.6% | -$35.51万 | 减仓 |
| ACWI | ISHARES TR | $371.16万 | 0.26% | 26,824 | 1,157 | 4.5% | $16.01万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $370.86万 | 0.26% | 60,539 | -25,848 | -29.9% | -$158.34万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $367.25万 | 0.26% | 30,594 | 3,153 | 11.5% | $37.85万 | 加仓 |
| SHV | ISHARES TR | $366.36万 | 0.26% | 33,188 | -3,022 | -8.3% | -$33.36万 | 减仓 |
| SMH | VANECK ETF TRUST | $360.73万 | 0.26% | 9,409 | 701 | 8.1% | $26.88万 | 加仓 |
| KO | COCA COLA CO | $356.17万 | 0.25% | 46,833 | 6,172 | 15.2% | $46.94万 | 加仓 |
| ORCL | ORACLE CORP | $355.32万 | 0.25% | 24,153 | -1,125 | -4.5% | -$16.55万 | 减仓 |
| VGT | VANGUARD WORLD FD | $342.72万 | 0.24% | 4,912 | -152 | -3.0% | -$10.61万 | 减仓 |
| MELI | MERCADOLIBRE INC | $340.95万 | 0.24% | 1,972 | 395 | 25.0% | $68.29万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $338.40万 | 0.24% | 24,465 | 121 | 0.5% | $1.67万 | 加仓 |
| ABBV | ABBVIE INC | $338.06万 | 0.24% | 15,544 | -995 | -6.0% | -$21.64万 | 减仓 |
| RTX | RTX CORPORATION | $337.87万 | 0.24% | 17,515 | 2,106 | 13.7% | $40.63万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $336.93万 | 0.24% | 40,717 | 10,853 | 36.3% | $89.81万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $334.23万 | 0.24% | 94,308 | 3,535 | 3.9% | $12.53万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $331.70万 | 0.24% | 18,000 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $321.40万 | 0.23% | 106,004 | 6,869 | 6.9% | $20.83万 | 加仓 |
| CAT | CATERPILLAR INC | $321.29万 | 0.23% | 4,535 | 245 | 5.7% | $17.36万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $319.34万 | 0.23% | 10,557 | 804 | 8.2% | $24.32万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $314.79万 | 0.22% | 63,762 | -2,358 | -3.6% | -$11.64万 | 减仓 |
| DBEF | DBX ETF TR | $313.44万 | 0.22% | 63,449 | 23,432 | 58.6% | $115.75万 | 加仓 |
| SHYG | ISHARES TR | $311.29万 | 0.22% | 73,573 | -2,868 | -3.8% | -$12.13万 | 减仓 |
| HD | HOME DEPOT INC | $304.85万 | 0.22% | 9,269 | 217 | 2.4% | $7.14万 | 加仓 |
| MCD | MCDONALDS CORP | $304.48万 | 0.22% | 9,797 | 1,347 | 15.9% | $41.86万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $298.04万 | 0.21% | 250,450 | -250 | -0.1% | -$2,975 | 减仓 |
| C | CITIGROUP INC | $292.04万 | 0.21% | 25,751 | 1,927 | 8.1% | $21.85万 | 加仓 |
| DIS | DISNEY WALT CO | $289.05万 | 0.21% | 29,990 | -5,916 | -16.5% | -$57.02万 | 减仓 |
| ITA | ISHARES TR | $288.50万 | 0.20% | 13,189 | 3,072 | 30.4% | $67.20万 | 加仓 |
| IR | INGERSOLL RAND INC | $285.91万 | 0.20% | 35,685 | -4 | -0.0% | -$320 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $283.50万 | 0.20% | 97,927 | -39,498 | -28.7% | -$114.35万 | 减仓 |
| TIP | ISHARES TR | $283.31万 | 0.20% | 25,671 | -2,087 | -7.5% | -$23.03万 | 减仓 |
| LQD | ISHARES TR | $280.43万 | 0.20% | 25,730 | 2,366 | 10.1% | $25.79万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $279.30万 | 0.20% | 19,050 | -1,732 | -8.3% | -$25.39万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $278.62万 | 0.20% | 33,801 | 1,789 | 5.6% | $14.75万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $277.93万 | 0.20% | 7,119 | 79 | 1.1% | $3.08万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $276.98万 | 0.20% | 15,863 | 2,223 | 16.3% | $38.82万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $273.29万 | 0.19% | 37,994 | 4,007 | 11.8% | $28.82万 | 加仓 |
| EZU | ISHARES INC | $266.46万 | 0.19% | 42,538 | -457 | -1.1% | -$2.86万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $262.63万 | 0.19% | 58,557 | 36,580 | 166.4% | $164.06万 | 加仓 |