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 |
|---|---|---|---|---|---|---|---|---|
| GRNY | TIDAL TRUST I | $416.17万 | 0.16% | 150,512 | 55,895 | 59.1% | $154.55万 | 加仓 |
| PAVE | GLOBAL X FDS | $415.53万 | 0.16% | 70,524 | 70,524 | — | $415.53万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $414.85万 | 0.16% | 21,775 | 2,299 | 11.8% | $43.80万 | 加仓 |
| HON | HONEYWELL INTL INC | $399.33万 | 0.15% | 17,835 | -6,286 | -26.1% | -$140.74万 | 减仓 |
| SHV | ISHARES TR | $397.57万 | 0.15% | 36,028 | 2,840 | 8.6% | $31.34万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $390.98万 | 0.15% | 17,685 | 17,685 | — | $390.98万 | 新建仓 |
| WFC | WELLS FARGO & CO | $389.41万 | 0.15% | 47,121 | 28,836 | 157.7% | $238.30万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $388.34万 | 0.15% | 9,343 | 948 | 11.3% | $39.40万 | 加仓 |
| GEV | GE VERNOVA INC | $386.18万 | 0.14% | 3,287 | 644 | 24.4% | $75.66万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $385.09万 | 0.14% | 24,536 | 71 | 0.3% | $1.11万 | 加仓 |
| ITA | ISHARES TR | $384.45万 | 0.14% | 15,859 | 2,670 | 20.2% | $64.73万 | 加仓 |
| BX | BLACKSTONE INC | $380.43万 | 0.14% | 32,330 | -2,873 | -8.2% | -$33.81万 | 减仓 |
| ALAB | ASTERA LABS INC | $369.37万 | 0.14% | 7,647 | 7,647 | — | $369.37万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $367.87万 | 0.14% | 22,193 | 631 | 2.9% | $10.46万 | 加仓 |
| DBEF | DBX ETF TR | $357.75万 | 0.13% | 65,485 | 2,036 | 3.2% | $11.12万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $355.96万 | 0.13% | 41,323 | 10,015 | 32.0% | $86.27万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $355.73万 | 0.13% | 57,879 | 18,918 | 48.6% | $116.27万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $355.68万 | 0.13% | 18,000 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $342.06万 | 0.13% | 33,194 | 33,194 | — | $342.06万 | 新建仓 |
| COP | CONOCOPHILLIPS | $335.76万 | 0.13% | 32,297 | 20,832 | 181.7% | $216.57万 | 加仓 |
| INTC | INTEL CORP | $335.31万 | 0.13% | 24,014 | -6,607 | -21.6% | -$92.25万 | 减仓 |
| RTX | RTX CORPORATION | $327.18万 | 0.12% | 17,244 | -271 | -1.5% | -$5.14万 | 减仓 |
| CAIE | CALAMOS ETF TR | $317.39万 | 0.12% | 116,643 | 27,402 | 30.7% | $74.56万 | 加仓 |
| AZN | ASTRAZENECA PLC | $311.70万 | 0.12% | 16,641 | 10,887 | 189.2% | $203.92万 | 加仓 |
| MS | MORGAN STANLEY | $309.04万 | 0.12% | 14,784 | -135 | -0.9% | -$2.82万 | 减仓 |
| EZU | ISHARES INC | $307.52万 | 0.12% | 44,248 | 1,710 | 4.0% | $11.88万 | 加仓 |
| RIO | RIO TINTO PLC | $306.55万 | 0.11% | 32,292 | 20,696 | 178.5% | $196.47万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $306.35万 | 0.11% | 256,359 | 5,909 | 2.4% | $7.06万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $305.71万 | 0.11% | 8,622 | 8,622 | — | $305.71万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $304.47万 | 0.11% | 42,194 | 4,200 | 11.1% | $30.31万 | 加仓 |
| PFF | ISHARES TR | $304.25万 | 0.11% | 99,787 | -6,217 | -5.9% | -$18.96万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $303.74万 | 0.11% | 57,191 | -3,348 | -5.5% | -$17.78万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $297.47万 | 0.11% | 33,597 | -204 | -0.6% | -$1.81万 | 减仓 |
| ITOT | ISHARES TR | $296.32万 | 0.11% | 18,038 | 712 | 4.1% | $11.70万 | 加仓 |
| EEM | ISHARES TR | $295.12万 | 0.11% | 43,140 | 12,568 | 41.1% | $85.98万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $293.36万 | 0.11% | 29,859 | -735 | -2.4% | -$7.22万 | 减仓 |
| NLR | VANECK ETF TRUST | $289.22万 | 0.11% | 24,937 | 22,981 | 1,174.9% | $266.53万 | 加仓 |
| LQD | ISHARES TR | $289.02万 | 0.11% | 26,499 | 769 | 3.0% | $8.39万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $288.42万 | 0.11% | 9,682 | 5,411 | 126.7% | $161.19万 | 加仓 |
| MCD | MCDONALDS CORP | $287.50万 | 0.11% | 10,636 | 839 | 8.6% | $22.68万 | 加仓 |
| TIP | ISHARES TR | $286.76万 | 0.11% | 26,205 | 534 | 2.1% | $5.84万 | 加仓 |
| TLT | ISHARES TR | $285.98万 | 0.11% | 33,092 | 7,859 | 31.1% | $67.92万 | 加仓 |
| AIA | ISHARES TR | $281.58万 | 0.11% | 19,877 | 546 | 2.8% | $7.73万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $280.97万 | 0.11% | 4,399 | 1,551 | 54.5% | $99.07万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $280.46万 | 0.11% | 29,220 | 8,557 | 41.4% | $82.13万 | 加仓 |
| IQLT | ISHARES TR | $278.44万 | 0.10% | 56,194 | 46,783 | 497.1% | $231.81万 | 加仓 |
| IR | INGERSOLL RAND INC | $270.49万 | 0.10% | 32,990 | -2,695 | -7.6% | -$22.10万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $268.98万 | 0.10% | 6,234 | 2,277 | 57.5% | $98.25万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $267.54万 | 0.10% | 50,748 | 50,748 | — | $267.54万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $266.64万 | 0.10% | 15,606 | 15,606 | — | $266.64万 | 新建仓 |
| IWF | ISHARES TR | $262.00万 | 0.10% | 21,100 | 5,808 | 38.0% | $72.12万 | 加仓 |
| IWD | ISHARES TR | $261.36万 | 0.10% | 10,781 | -263 | -2.4% | -$6.38万 | 减仓 |
| COPX | GLOBAL X FDS | $261.04万 | 0.10% | 33,915 | 9,044 | 36.4% | $69.61万 | 加仓 |
| MTA | METALLA RTY & STREAMING LTD | $261.04万 | 0.10% | 343,024 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $260.10万 | 0.10% | 48,993 | 43,377 | 772.4% | $230.29万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $259.78万 | 0.10% | 32,871 | 255 | 0.8% | $2.02万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $259.65万 | 0.10% | 97,392 | -535 | -0.5% | -$1.43万 | 减仓 |
| IMTM | ISHARES TR | $258.17万 | 0.10% | 48,409 | 30,809 | 175.1% | $164.30万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $257.46万 | 0.10% | 19,321 | 12,754 | 194.2% | $169.95万 | 加仓 |
| SHEL | SHELL PLC | $256.36万 | 0.10% | 33,062 | 6,936 | 26.5% | $53.78万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $256.34万 | 0.10% | 21,543 | 14,628 | 211.5% | $174.06万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $255.05万 | 0.10% | 63,303 | 1,273 | 2.1% | $5.13万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $251.73万 | 0.09% | 132,073 | -2,044 | -1.5% | -$3.90万 | 减仓 |
| MBB | ISHARES TR | $248.27万 | 0.09% | 26,266 | -1,356 | -4.9% | -$12.82万 | 减仓 |
| AIQ | GLOBAL X FDS | $243.76万 | 0.09% | 37,153 | 3,409 | 10.1% | $22.37万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $243.55万 | 0.09% | 56,456 | 2,655 | 4.9% | $11.45万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $240.30万 | 0.09% | 26,043 | 7,289 | 38.9% | $67.26万 | 加仓 |
| IEMG | ISHARES INC | $239.38万 | 0.09% | 28,896 | 7,837 | 37.2% | $64.92万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $238.37万 | 0.09% | 52,842 | 52,842 | — | $238.37万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $238.26万 | 0.09% | 44,443 | -19,319 | -30.3% | -$103.57万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $236.32万 | 0.09% | 13,063 | 181 | 1.4% | $3.27万 | 加仓 |
| GDX | VANECK ETF TRUST | $235.14万 | 0.09% | 31,165 | 12,499 | 67.0% | $94.30万 | 加仓 |
| VPU | VANGUARD WORLD FD | $233.84万 | 0.09% | 11,947 | 11,947 | — | $233.84万 | 新建仓 |
| T | AT&T INC | $228.08万 | 0.09% | 106,594 | 24,467 | 29.8% | $52.35万 | 加仓 |
| EWS | ISHARES INC | $226.03万 | 0.08% | 76,334 | 56,195 | 279.0% | $166.39万 | 加仓 |
| SHOP | SHOPIFY INC | $224.59万 | 0.08% | 19,670 | -1,051 | -5.1% | -$12.00万 | 减仓 |
| QQQI | NEOS ETF TRUST | $222.08万 | 0.08% | 39,106 | 34,546 | 757.6% | $196.19万 | 加仓 |
| URA | GLOBAL X FDS | $219.63万 | 0.08% | 50,258 | 8,529 | 20.4% | $37.27万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $217.37万 | 0.08% | 82,276 | 72,913 | 778.7% | $192.64万 | 重新持有 |
| YPF | YPF SOCIEDAD ANONIMA | $217.12万 | 0.08% | 47,750 | 6,570 | 16.0% | $29.87万 | 加仓 |
| TXN | TEXAS INSTRS INC | $216.55万 | 0.08% | 7,265 | 706 | 10.8% | $21.04万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $212.84万 | 0.08% | 41,775 | 18,891 | 82.6% | $96.25万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $210.91万 | 0.08% | 29,602 | 1,150 | 4.0% | $8.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $207.81万 | 0.08% | 14,171 | 83 | 0.6% | $1.22万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $206.47万 | 0.08% | 123,637 | 86,607 | 233.9% | $144.63万 | 加仓 |
| FALN | ISHARES TR | $204.54万 | 0.08% | 75,089 | 75,089 | — | $204.54万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $204.19万 | 0.08% | 2,116 | 1,234 | 139.9% | $119.08万 | 加仓 |
| BE | BLOOM ENERGY CORP | $203.75万 | 0.08% | 6,731 | 1,982 | 41.7% | $60.00万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $202.60万 | 0.08% | 23,083 | 1,133 | 5.2% | $9.94万 | 加仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $201.05万 | 0.08% | 161,484 | 161,484 | — | $201.05万 | 新建仓 |
| EWZ | ISHARES INC | $197.76万 | 0.07% | 57,322 | 28,218 | 97.0% | $97.35万 | 加仓 |
| ETN | EATON CORP PLC | $197.51万 | 0.07% | 4,635 | 822 | 21.6% | $35.03万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $195.96万 | 0.07% | 12,131 | 7,740 | 176.3% | $125.03万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $194.68万 | 0.07% | 38,559 | -1,222 | -3.1% | -$6.17万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $193.77万 | 0.07% | 91,705 | 91,705 | — | $193.77万 | 新建仓 |
| GE | GE AEROSPACE | $192.97万 | 0.07% | 5,163 | 722 | 16.3% | $26.98万 | 加仓 |
| ILF | ISHARES TR | $192.72万 | 0.07% | 57,103 | 39,656 | 227.3% | $133.84万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $191.47万 | 0.07% | 7,880 | -913 | -10.4% | -$22.18万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $188.58万 | 0.07% | 37,283 | 2,851 | 8.3% | $14.42万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $188.47万 | 0.07% | 10,404 | 9,004 | 643.1% | $163.10万 | 加仓 |