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 |
|---|---|---|---|---|---|---|---|---|
| MBB | ISHARES TR | $262.27万 | 0.19% | 27,622 | -36 | -0.1% | -$3,418 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $259.24万 | 0.18% | 20,663 | 1,539 | 8.0% | $19.31万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $258.83万 | 0.18% | 19,476 | -540 | -2.7% | -$7.18万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $258.55万 | 0.18% | 32,616 | -1,651 | -4.8% | -$13.09万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $257.78万 | 0.18% | 16,079 | 61 | 0.4% | $9,780 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $252.41万 | 0.18% | 134,117 | 86 | 0.1% | $1,619 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $248.99万 | 0.18% | 62,030 | -3,676 | -5.6% | -$14.76万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $248.19万 | 0.18% | 32,426 | 6,019 | 22.8% | $46.07万 | 加仓 |
| ITOT | ISHARES TR | $246.77万 | 0.18% | 17,326 | 5,337 | 44.5% | $76.01万 | 加仓 |
| SHOP | SHOPIFY INC | $245.79万 | 0.17% | 20,721 | -2,801 | -11.9% | -$33.22万 | 减仓 |
| MS | MORGAN STANLEY | $245.53万 | 0.17% | 14,919 | 348 | 2.4% | $5.73万 | 加仓 |
| SHEL | SHELL PLC | $242.97万 | 0.17% | 26,126 | -355 | -1.3% | -$3.30万 | 减仓 |
| T | AT&T INC | $238.09万 | 0.17% | 82,127 | -43,038 | -34.4% | -$124.77万 | 减仓 |
| IWD | ISHARES TR | $235.98万 | 0.17% | 11,044 | -85 | -0.8% | -$1.82万 | 减仓 |
| GEV | GE VERNOVA INC | $230.71万 | 0.16% | 2,643 | 292 | 12.4% | $25.49万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $227.92万 | 0.16% | 5,218 | -23 | -0.4% | -$1.00万 | 减仓 |
| MTA | METALLA RTY & STREAMING LTD | $227.42万 | 0.16% | 343,024 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $227.17万 | 0.16% | 8,395 | 186 | 2.3% | $5.03万 | 加仓 |
| GRNY | TIDAL TRUST I | $225.85万 | 0.16% | 94,617 | 18,505 | 24.3% | $44.17万 | 加仓 |
| CAIE | CALAMOS ETF TR | $224.35万 | 0.16% | 89,241 | 21,916 | 32.6% | $55.10万 | 加仓 |
| TLT | ISHARES TR | $218.75万 | 0.16% | 25,233 | -6,927 | -21.5% | -$60.05万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $216.31万 | 0.15% | 38,961 | 7,939 | 25.6% | $44.08万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $212.99万 | 0.15% | 12,882 | 2,675 | 26.2% | $44.23万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $212.14万 | 0.15% | 53,801 | 12,003 | 28.7% | $47.33万 | 加仓 |
| FXI | ISHARES TR | $207.39万 | 0.15% | 57,770 | 15,713 | 37.4% | $56.41万 | 加仓 |
| AIA | ISHARES TR | $205.20万 | 0.15% | 19,331 | 1,956 | 11.3% | $20.76万 | 加仓 |
| CRM | SALESFORCE INC | $204.87万 | 0.15% | 10,975 | 248 | 2.3% | $4.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $203.87万 | 0.14% | 21,950 | -1,361 | -5.8% | -$12.64万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $203.49万 | 0.14% | 14,088 | 2,343 | 19.9% | $33.84万 | 加仓 |
| URA | GLOBAL X FDS | $202.09万 | 0.14% | 41,729 | 28,139 | 207.1% | $136.28万 | 加仓 |
| — | ISHARES ETHEREUM TR | $201.61万 | 0.14% | 127,362 | -13,781 | -9.8% | -$21.82万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $200.37万 | 0.14% | 39,781 | -4,414 | -10.0% | -$22.23万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $199.86万 | 0.14% | 96,316 | -61,203 | -38.9% | -$127.00万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $196.29万 | 0.14% | 8,098 | 809 | 11.1% | $19.61万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $191.02万 | 0.14% | 8,793 | -331 | -3.6% | -$7.19万 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $190.34万 | 0.14% | 41,180 | -23,744 | -36.6% | -$109.75万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $190.08万 | 0.14% | 3,145 | 261 | 9.0% | $15.77万 | 加仓 |
| COPX | GLOBAL X FDS | $189.89万 | 0.13% | 24,871 | 24,871 | — | $189.89万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $186.49万 | 0.13% | 73,191 | -5,061 | -6.5% | -$12.90万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $186.08万 | 0.13% | 31,786 | -376 | -1.2% | -$2.20万 | 减仓 |
| MRK | MERCK & CO INC | $185.53万 | 0.13% | 15,423 | -2,178 | -12.4% | -$26.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $182.32万 | 0.13% | 28,452 | -25 | -0.1% | -$1,602 | 减仓 |
| VALE | VALE S A | $179.19万 | 0.13% | 112,626 | 300 | 0.3% | $4,773 | 加仓 |
| IVW | ISHARES TR | $178.23万 | 0.13% | 15,757 | 1,340 | 9.3% | $15.16万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $176.98万 | 0.13% | 83,678 | -7,038 | -7.8% | -$14.89万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $176.25万 | 0.13% | 18,754 | 3,427 | 22.4% | $32.21万 | 加仓 |
| EEM | ISHARES TR | $173.62万 | 0.12% | 30,572 | 367 | 1.2% | $2.08万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $171.78万 | 0.12% | 34,432 | -2,811 | -7.5% | -$14.02万 | 减仓 |
| GDX | VANECK ETF TRUST | $171.30万 | 0.12% | 18,666 | -1,658 | -8.2% | -$15.22万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $169.86万 | 0.12% | 28,415 | -750 | -2.6% | -$4.48万 | 减仓 |
| CSCO | CISCO SYS INC | $167.54万 | 0.12% | 21,594 | -299 | -1.4% | -$2.32万 | 减仓 |
| IWF | ISHARES TR | $163.01万 | 0.12% | 3,823 | -2,702 | -41.4% | -$115.21万 | 减仓 |
| — | 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 |
| ISRG | INTUITIVE SURGICAL INC | $161.57万 | 0.11% | 3,505 | 46 | 1.3% | $2.12万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $161.38万 | 0.11% | 32,147 | -3,924 | -10.9% | -$19.70万 | 减仓 |
| — | WISDOMTREE TR | $157.76万 | 0.11% | 29,373 | 29,373 | — | $157.76万 | 新建仓 |
| IAUM | ISHARES GOLD TR | $157.66万 | 0.11% | 33,760 | 9,059 | 36.7% | $42.31万 | 加仓 |
| AIQ | GLOBAL X FDS | $157.48万 | 0.11% | 33,744 | 2,344 | 7.5% | $10.94万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $157.21万 | 0.11% | 38,287 | -1,750 | -4.4% | -$7.19万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $155.91万 | 0.11% | 38,505 | -1,080 | -2.7% | -$4.37万 | 减仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $155.53万 | 0.11% | 133,500 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $154.75万 | 0.11% | 61,529 | 46,432 | 307.6% | $116.78万 | 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 |
| COP | CONOCOPHILLIPS | $151.34万 | 0.11% | 11,465 | 2,707 | 30.9% | $35.73万 | 加仓 |
| TJX | TJX COS INC NEW | $150.77万 | 0.11% | 9,441 | 34 | 0.4% | $5,430 | 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 |
| OIH | VANECK ETF TRUST | $148.71万 | 0.11% | 3,679 | 2,129 | 137.4% | $86.06万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $148.38万 | 0.11% | 16,728 | -1,290 | -7.2% | -$11.44万 | 减仓 |
| SHY | ISHARES TR | $147.12万 | 0.10% | 17,818 | 11,391 | 177.2% | $94.06万 | 加仓 |
| IEMG | ISHARES INC | $146.89万 | 0.10% | 21,059 | 2,239 | 11.9% | $15.62万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $146.88万 | 0.10% | 32,475 | 486 | 1.5% | $2.20万 | 加仓 |
| PFXF | VANECK ETF TRUST | $145.93万 | 0.10% | 83,200 | 7,488 | 9.9% | $13.13万 | 加仓 |
| WFC | WELLS FARGO & CO | $145.56万 | 0.10% | 18,285 | -1,165 | -6.0% | -$9.27万 | 减仓 |
| PFE | PFIZER INC | $143.32万 | 0.10% | 51,041 | 2,760 | 5.7% | $7.75万 | 加仓 |
| EWU | ISHARES TR | $139.95万 | 0.10% | 30,717 | 1,431 | 4.9% | $6.52万 | 加仓 |
| CCL | CARNIVAL CORP | $139.29万 | 0.10% | 53,821 | 47,067 | 696.9% | $121.81万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $138.15万 | 0.10% | 140,684 | 39,871 | 39.5% | $39.15万 | 加仓 |
| AMGN | AMGEN INC | $138.06万 | 0.10% | 3,924 | 877 | 28.8% | $30.86万 | 加仓 |
| EFA | ISHARES TR | $137.86万 | 0.10% | 14,193 | -1,365 | -8.8% | -$13.26万 | 减仓 |
| CB | CHUBB LTD SWITZ | $137.43万 | 0.10% | 4,216 | 93 | 2.3% | $3.03万 | 加仓 |
| ETN | EATON CORP PLC | $136.38万 | 0.10% | 3,813 | 387 | 11.3% | $13.84万 | 加仓 |
| DE | DEERE & CO | $135.97万 | 0.10% | 2,414 | 289 | 13.6% | $16.28万 | 加仓 |
| INTC | INTEL CORP | $135.13万 | 0.10% | 30,621 | 7,611 | 33.1% | $33.59万 | 加仓 |
| LOW | LOWES COS INC | $134.73万 | 0.10% | 5,702 | -217 | -3.7% | -$5.13万 | 减仓 |
| XYZ | BLOCK INC | $133.93万 | 0.10% | 22,254 | 150 | 0.7% | $9,027 | 加仓 |
| AOM | ISHARES TR | $132.19万 | 0.09% | 27,905 | 10 | 0.0% | $474 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $131.59万 | 0.09% | 10,050 | -912 | -8.3% | -$11.94万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $130.20万 | 0.09% | 43,897 | 5,699 | 14.9% | $16.90万 | 加仓 |
| PEP | PEPSICO INC | $129.91万 | 0.09% | 8,365 | 1,268 | 17.9% | $19.69万 | 加仓 |
| GLW | CORNING INC | $127.65万 | 0.09% | 9,388 | -3,629 | -27.9% | -$49.34万 | 减仓 |
| TXN | TEXAS INSTRS INC | $127.33万 | 0.09% | 6,559 | 2,040 | 45.1% | $39.60万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $127.11万 | 0.09% | 7,859 | 766 | 10.8% | $12.39万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $126.27万 | 0.09% | 9,060 | 2,037 | 29.0% | $28.39万 | 加仓 |
| GE | GE AEROSPACE | $126.03万 | 0.09% | 4,441 | 658 | 17.4% | $18.67万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $122.87万 | 0.09% | 11,967 | -486 | -3.9% | -$4.99万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $119.74万 | 0.09% | 5,604 | 963 | 20.7% | $20.58万 | 加仓 |
| ECH | ISHARES INC | $119.51万 | 0.08% | 30,058 | -273 | -0.9% | -$1.09万 | 减仓 |
| IJH | ISHARES TR | $114.22万 | 0.08% | 16,914 | -3,191 | -15.9% | -$21.55万 | 减仓 |
| NOW | SERVICENOW INC | $113.33万 | 0.08% | 10,840 | -442 | -3.9% | -$4.62万 | 减仓 |
| AZN | ASTRAZENECA PLC | $112.40万 | 0.08% | 5,754 | 5,754 | — | $112.40万 | 新建仓 |