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 |
|---|---|---|---|---|---|---|---|---|
| — | GRAYSCALE ETHEREUM STAKING E | $67.20万 | 0.05% | 39,366 | 375 | 1.0% | $6,401 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $66.45万 | 0.05% | 7,349 | 7,349 | — | $66.45万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $65.65万 | 0.05% | 2,159 | -226 | -9.5% | -$6.87万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $65.43万 | 0.05% | 3,130 | -1,987 | -38.8% | -$41.54万 | 减仓 |
| EMB | ISHARES TR | $65.07万 | 0.05% | 6,928 | 342 | 5.2% | $3.21万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $64.95万 | 0.05% | 3,957 | 451 | 12.9% | $7.40万 | 加仓 |
| PAAA | PGIM ETF TR | $64.83万 | 0.05% | 12,667 | 8,707 | 219.9% | $44.56万 | 加仓 |
| IGSB | ISHARES TR | $64.43万 | 0.05% | 12,259 | 880 | 7.7% | $4.63万 | 加仓 |
| BE | BLOOM ENERGY CORP | $64.34万 | 0.05% | 4,749 | 273 | 6.1% | $3.70万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $64.34万 | 0.05% | 25,200 | 25,200 | — | $64.34万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $64.08万 | 0.05% | 13,625 | -911 | -6.3% | -$4.28万 | 减仓 |
| PWR | QUANTA SVCS INC | $64.04万 | 0.05% | 1,167 | 276 | 31.0% | $15.15万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $63.91万 | 0.05% | 1,438 | 71 | 5.2% | $3.16万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $63.63万 | 0.05% | 10,422 | 10,422 | — | $63.63万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $63.36万 | 0.05% | 37,030 | 7,370 | 24.8% | $12.61万 | 加仓 |
| XYLD | GLOBAL X FDS | $62.85万 | 0.04% | 16,061 | 2,336 | 17.0% | $9.14万 | 加仓 |
| ILF | ISHARES TR | $61.97万 | 0.04% | 17,447 | 17,447 | — | $61.97万 | 新建仓 |
| APP | APPLOVIN CORP | $61.97万 | 0.04% | 1,557 | -1,021 | -39.6% | -$40.64万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $61.81万 | 0.04% | 11,575 | 0 | 0.0% | — | 不变 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $61.30万 | 0.04% | 14,704 | -1,256 | -7.9% | -$5.24万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $61.03万 | 0.04% | 2,126 | -50 | -2.3% | -$1.44万 | 减仓 |
| FDX | FEDEX CORP | $60.81万 | 0.04% | 1,707 | -19 | -1.1% | -$6,769 | 减仓 |
| IJK | ISHARES TR | $60.74万 | 0.04% | 6,037 | -403 | -6.3% | -$4.05万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $60.68万 | 0.04% | 8,756 | -1,129 | -11.4% | -$7.82万 | 减仓 |
| CME | CME GROUP INC | $60.52万 | 0.04% | 2,049 | 1,229 | 149.9% | $36.30万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $60.36万 | 0.04% | 10,807 | 10,807 | — | $60.36万 | 新建仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $60.25万 | 0.04% | 12,719 | 2,669 | 26.6% | $12.64万 | 加仓 |
| ARTY | ISHARES TR | $60.15万 | 0.04% | 12,928 | 402 | 3.2% | $1.87万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $60.13万 | 0.04% | 8,165 | -652 | -7.4% | -$4.80万 | 减仓 |
| IEUR | ISHARES TR | $59.79万 | 0.04% | 8,509 | -21,474 | -71.6% | -$150.90万 | 减仓 |
| WMB | WILLIAMS COS INC | $59.59万 | 0.04% | 8,187 | 1,291 | 18.7% | $9.40万 | 加仓 |
| ADI | ANALOG DEVICES INC | $59.56万 | 0.04% | 1,872 | 100 | 5.6% | $3.18万 | 加仓 |
| IYW | ISHARES TR | $59.49万 | 0.04% | 3,279 | -225 | -6.4% | -$4.08万 | 减仓 |
| MSTR | STRATEGY INC | $59.33万 | 0.04% | 4,754 | 1,751 | 58.3% | $21.85万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $59.29万 | 0.04% | 12,919 | 4,657 | 56.4% | $21.37万 | 加仓 |
| EWL | ISHARES INC | $59.28万 | 0.04% | 10,080 | 10,080 | — | $59.28万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $58.99万 | 0.04% | 16,220 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $58.98万 | 0.04% | 6,548 | 3,307 | 102.0% | $29.79万 | 加仓 |
| DDWM | WISDOMTREE TR | $58.65万 | 0.04% | 13,297 | 3,235 | 32.2% | $14.27万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $58.54万 | 0.04% | 654 | -53 | -7.5% | -$4.74万 | 减仓 |
| NEM | NEWMONT CORP | $57.95万 | 0.04% | 5,353 | 6 | 0.1% | $649 | 加仓 |
| CVS | CVS HEALTH CORP | $57.61万 | 0.04% | 8,021 | -617 | -7.1% | -$4.43万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $57.17万 | 0.04% | 1,748 | -86 | -4.7% | -$2.81万 | 减仓 |
| PTLC | PACER FDS TR | $57.01万 | 0.04% | 10,868 | -615 | -5.4% | -$3.23万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.95万 | 0.04% | 26,700 | -1,000 | -3.6% | -$2.13万 | 减仓 |
| EPI | WISDOMTREE TR | $56.94万 | 0.04% | 13,956 | 220 | 1.6% | $8,976 | 加仓 |
| EWS | ISHARES INC | $56.83万 | 0.04% | 20,139 | 20,139 | — | $56.83万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.82万 | 0.04% | 25,841 | -14,463 | -35.9% | -$31.80万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $56.82万 | 0.04% | 5,099 | 616 | 13.7% | $6.86万 | 加仓 |
| EPP | ISHARES INC | $56.76万 | 0.04% | 10,681 | 1,206 | 12.7% | $6.41万 | 加仓 |
| INSM | INSMED INC | $56.56万 | 0.04% | 3,459 | 818 | 31.0% | $13.38万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $56.48万 | 0.04% | 1,330 | -499 | -27.3% | -$21.19万 | 减仓 |
| KKR | KKR & CO INC | $56.17万 | 0.04% | 6,073 | 1,775 | 41.3% | $16.42万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $55.82万 | 0.04% | 3,060 | -786 | -20.4% | -$14.34万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $55.64万 | 0.04% | 2,674 | 186 | 7.5% | $3.87万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $55.62万 | 0.04% | 22,267 | -232 | -1.0% | -$5,795 | 减仓 |
| ADBE | ADOBE INC | $55.15万 | 0.04% | 2,269 | -999 | -30.6% | -$24.28万 | 减仓 |
| BKMC | BNY MELLON ETF TRUST | $54.69万 | 0.04% | 4,958 | -9 | -0.2% | -$993 | 减仓 |
| DEM | WISDOMTREE TR | $54.47万 | 0.04% | 10,963 | -324 | -2.9% | -$1.61万 | 减仓 |
| KLAC | KLA CORP | $54.47万 | 0.04% | 370 | 88 | 31.2% | $12.95万 | 加仓 |
| MUB | ISHARES TR | $54.38万 | 0.04% | 5,123 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $54.08万 | 0.04% | 1,854 | -591 | -24.2% | -$17.24万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $53.84万 | 0.04% | 4,940 | 178 | 3.7% | $1.94万 | 加仓 |
| — | BANK AMERICA CORP | $53.50万 | 0.04% | 449 | -7 | -1.5% | -$8,341 | 减仓 |
| SAP | SAP SE | $53.43万 | 0.04% | 3,121 | 82 | 2.7% | $1.40万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $53.24万 | 0.04% | 11,112 | 1,711 | 18.2% | $8.20万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $53.13万 | 0.04% | 9,740 | 850 | 9.6% | $4.64万 | 加仓 |
| MINT | PIMCO ETF TR | $52.84万 | 0.04% | 5,254 | 3,100 | 143.9% | $31.18万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $52.48万 | 0.04% | 2,039 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $52.48万 | 0.04% | 8,975 | 1,013 | 12.7% | $5.92万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $52.35万 | 0.04% | 5,644 | -565 | -9.1% | -$5.24万 | 减仓 |
| TMUS | T-MOBILE US INC | $52.17万 | 0.04% | 2,484 | 603 | 32.1% | $12.66万 | 加仓 |
| F | FORD MTR CO | $52.00万 | 0.04% | 45,058 | -1,278 | -2.8% | -$1.47万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $51.99万 | 0.04% | 12,234 | 12,234 | — | $51.99万 | 新建仓 |
| NKE | NIKE INC | $51.03万 | 0.04% | 9,662 | -1,347 | -12.2% | -$7.11万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $50.96万 | 0.04% | 2,034 | 294 | 16.9% | $7.37万 | 加仓 |
| BOND | PIMCO ETF TR | $50.80万 | 0.04% | 5,505 | -700 | -11.3% | -$6.46万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $50.65万 | 0.04% | 1,841 | -1,693 | -47.9% | -$46.58万 | 减仓 |
| TTE | TOTALENERGIES SE | $50.59万 | 0.04% | 5,438 | 96 | 1.8% | $8,930 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $49.85万 | 0.04% | 13,400 | 2,300 | 20.7% | $8.56万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $49.73万 | 0.04% | 9,948 | -174 | -1.7% | -$8,698 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $49.27万 | 0.04% | 2,138 | 64 | 3.1% | $1.47万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $49.23万 | 0.03% | 4,391 | 4,391 | — | $49.23万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $48.98万 | 0.03% | 29,810 | 4,062 | 15.8% | $6.67万 | 加仓 |
| HYD | VANECK ETF TRUST | $48.77万 | 0.03% | 9,727 | -462 | -4.5% | -$2.32万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $48.12万 | 0.03% | 2,277 | -209 | -8.4% | -$4.42万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $48.10万 | 0.03% | 6,613 | 2,185 | 49.3% | $15.89万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $48.03万 | 0.03% | 12,694 | 5,351 | 72.9% | $20.25万 | 加仓 |
| VTR | VENTAS INC | $48.02万 | 0.03% | 5,872 | 54 | 0.9% | $4,416 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $47.87万 | 0.03% | 19,500 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $47.60万 | 0.03% | 11,290 | 11,290 | — | $47.60万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $47.35万 | 0.03% | 10,444 | -1,665 | -13.8% | -$7.55万 | 减仓 |
| GRNJ | TIDAL TRUST III | $47.27万 | 0.03% | 18,900 | 18,900 | — | $47.27万 | 新建仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $47.03万 | 0.03% | 23,800 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $46.94万 | 0.03% | 2,956 | -265 | -8.2% | -$4.21万 | 减仓 |
| ABNB | AIRBNB INC | $46.90万 | 0.03% | 3,714 | -2,159 | -36.8% | -$27.26万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $46.80万 | 0.03% | 2,360 | -732 | -23.7% | -$14.52万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $45.90万 | 0.03% | 17,951 | 6,220 | 53.0% | $15.90万 | 加仓 |
| UPRO | PROSHARES TR | $45.76万 | 0.03% | 4,719 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $45.70万 | 0.03% | 42,001 | -10,132 | -19.4% | -$11.02万 | 减仓 |