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 |
|---|---|---|---|---|---|---|---|---|
| HAL | HALLIBURTON CO | $30.21万 | 0.02% | 7,748 | 7,748 | — | $30.21万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $30.19万 | 0.02% | 4,502 | 38 | 0.9% | $2,549 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $30.14万 | 0.02% | 6,757 | 584 | 9.5% | $2.61万 | 加仓 |
| PAYX | PAYCHEX INC | $29.91万 | 0.02% | 3,247 | 460 | 16.5% | $4.24万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $29.90万 | 0.02% | 5,139 | 5,139 | — | $29.90万 | 新建仓 |
| NET | CLOUDFLARE INC | $29.84万 | 0.02% | 1,446 | -1,184 | -45.0% | -$24.43万 | 减仓 |
| JETS | ETF SER SOLUTIONS | $29.75万 | 0.02% | 12,079 | 12,079 | — | $29.75万 | 新建仓 |
| SNY | SANOFI SA | $29.66万 | 0.02% | 6,157 | 6,157 | — | $29.66万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $29.60万 | 0.02% | 24,010 | 3,633 | 17.8% | $4.48万 | 加仓 |
| AGNC | AGNC INVT CORP | $29.49万 | 0.02% | 29,397 | 29,397 | — | $29.49万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $29.28万 | 0.02% | 656 | -629 | -48.9% | -$28.07万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.16万 | 0.02% | 13,536 | 13,536 | — | $29.16万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $29.11万 | 0.02% | 5,518 | -6,115 | -52.6% | -$32.26万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $29.02万 | 0.02% | 4,916 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $28.89万 | 0.02% | 6,263 | -4 | -0.1% | -$185 | 减仓 |
| IGV | ISHARES TR | $28.68万 | 0.02% | 3,583 | 3,583 | — | $28.68万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $28.60万 | 0.02% | 8,679 | 8,679 | — | $28.60万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $28.59万 | 0.02% | 672 | -239 | -26.2% | -$10.17万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $28.49万 | 0.02% | 2,655 | 594 | 28.8% | $6.37万 | 加仓 |
| ARKQ | ARK ETF TR | $28.44万 | 0.02% | 2,529 | -2,183 | -46.3% | -$24.55万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $28.32万 | 0.02% | 481 | -21 | -4.2% | -$1.24万 | 减仓 |
| DOV | DOVER CORP | $28.31万 | 0.02% | 1,358 | -743 | -35.4% | -$15.49万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $28.25万 | 0.02% | 8,467 | -11,567 | -57.7% | -$38.60万 | 减仓 |
| LIT | GLOBAL X FDS | $28.10万 | 0.02% | 3,779 | -600 | -13.7% | -$4.46万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.08万 | 0.02% | 7,269 | -2,552 | -26.0% | -$9.86万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $27.98万 | 0.02% | 5,886 | -832 | -12.4% | -$3.95万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.97万 | 0.02% | 10,636 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $27.96万 | 0.02% | 3,238 | -1,836 | -36.2% | -$15.86万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.84万 | 0.02% | 4,590 | -13,373 | -74.4% | -$81.10万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $27.79万 | 0.02% | 5,823 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $27.74万 | 0.02% | 884 | 88 | 11.1% | $2.76万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $27.73万 | 0.02% | 25,166 | -10,000 | -28.4% | -$11.02万 | 减仓 |
| SPYI | NEOS ETF TRUST | $27.73万 | 0.02% | 5,616 | 157 | 2.9% | $7,751 | 加仓 |
| SHLD | GLOBAL X FDS | $27.66万 | 0.02% | 3,905 | 3,905 | — | $27.66万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $27.64万 | 0.02% | 5,341 | 276 | 5.4% | $1.43万 | 加仓 |
| FIX | COMFORT SYS USA INC | $27.44万 | 0.02% | 199 | 199 | — | $27.44万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $27.32万 | 0.02% | 1,574 | 454 | 40.5% | $7.88万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $27.23万 | 0.02% | 13,767 | 755 | 5.8% | $1.49万 | 加仓 |
| CLS | CELESTICA INC | $27.23万 | 0.02% | 968 | 21 | 2.2% | $5,907 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $27.16万 | 0.02% | 9,973 | -750 | -7.0% | -$2.04万 | 减仓 |
| XBI | SPDR SERIES TRUST | $26.93万 | 0.02% | 2,108 | 2,108 | — | $26.93万 | 新建仓 |
| WCC | WESCO INTL INC | $26.90万 | 0.02% | 983 | 149 | 17.9% | $4.08万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $26.75万 | 0.02% | 10,435 | -1,485 | -12.5% | -$3.81万 | 减仓 |
| LEN | LENNAR CORP | $26.70万 | 0.02% | 3,075 | 83 | 2.8% | $7,208 | 加仓 |
| — | BITFARMS LTD | $26.56万 | 0.02% | 136,227 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $26.31万 | 0.02% | 2,708 | 332 | 14.0% | $3.23万 | 加仓 |
| MET | METLIFE INC | $26.10万 | 0.02% | 3,690 | 7 | 0.2% | $495 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.05万 | 0.02% | 1,282 | 136 | 11.9% | $2.76万 | 加仓 |
| NLR | VANECK ETF TRUST | $26.05万 | 0.02% | 1,956 | -87 | -4.3% | -$1.16万 | 减仓 |
| WPC | WP CAREY INC | $25.92万 | 0.02% | 3,814 | 27 | 0.7% | $1,835 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $25.92万 | 0.02% | 15,050 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $25.89万 | 0.02% | 4,201 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $25.70万 | 0.02% | 3,945 | 83 | 2.1% | $5,407 | 加仓 |
| DEO | DIAGEO PLC | $25.69万 | 0.02% | 3,451 | 278 | 8.8% | $2.07万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $25.63万 | 0.02% | 10,123 | 0 | 0.0% | — | 不变 |
| RODM | LATTICE STRATEGIES TR | $25.61万 | 0.02% | 6,497 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $25.59万 | 0.02% | 3,132 | -295 | -8.6% | -$2.41万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $25.58万 | 0.02% | 5,930 | -2,117 | -26.3% | -$9.13万 | 减仓 |
| BN | BROOKFIELD CORP | $25.55万 | 0.02% | 6,325 | 141 | 2.3% | $5,696 | 加仓 |
| SAN | BANCO SANTANDER SA | $25.13万 | 0.02% | 22,277 | 584 | 2.7% | $6,588 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $24.99万 | 0.02% | 17,406 | 95 | 0.5% | $1,364 | 加仓 |
| VIS | VANGUARD WORLD FD | $24.98万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $24.95万 | 0.02% | 2,980 | -506 | -14.5% | -$4.24万 | 减仓 |
| ILMN | ILLUMINA INC | $24.88万 | 0.02% | 2,019 | 2,019 | — | $24.88万 | 新建仓 |
| UNG | UNITED STS NAT GAS FD LP | $24.88万 | 0.02% | 21,209 | 2,066 | 10.8% | $2.42万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $24.78万 | 0.02% | 14,917 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $24.78万 | 0.02% | 6,236 | -1,312 | -17.4% | -$5.21万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $24.77万 | 0.02% | 5,315 | 5,315 | — | $24.77万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $24.74万 | 0.02% | 775 | 3 | 0.4% | $958 | 加仓 |
| OMC | OMNICOM GROUP INC | $24.69万 | 0.02% | 3,279 | 613 | 23.0% | $4.62万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $24.68万 | 0.02% | 2,992 | 89 | 3.1% | $7,342 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $24.63万 | 0.02% | 1,367 | 48 | 3.6% | $8,650 | 加仓 |
| SPYV | SPDR SERIES TRUST | $24.54万 | 0.02% | 4,337 | -1,108 | -20.3% | -$6.27万 | 减仓 |
| ABEV | AMBEV SA | $24.49万 | 0.02% | 83,870 | 2,225 | 2.7% | $6,497 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $24.48万 | 0.02% | 8,300 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $24.35万 | 0.02% | 848 | -199 | -19.0% | -$5.71万 | 减仓 |
| WWD | WOODWARD INC | $24.30万 | 0.02% | 679 | -347 | -33.8% | -$12.42万 | 减仓 |
| CSX | CSX CORP | $24.30万 | 0.02% | 5,919 | -3,691 | -38.4% | -$15.15万 | 减仓 |
| ALB | ALBEMARLE CORP | $24.24万 | 0.02% | 1,350 | -1,323 | -49.5% | -$23.76万 | 重新持有 |
| IAG | IAMGOLD CORP | $23.96万 | 0.02% | 12,731 | -2,804 | -18.0% | -$5.28万 | 减仓 |
| FLOT | ISHARES TR | $23.93万 | 0.02% | 4,696 | -67,619 | -93.5% | -$344.52万 | 重新持有 |
| ITUB | ITAU UNIBANCO HLDG S A | $23.92万 | 0.02% | 28,539 | -6,597 | -18.8% | -$5.53万 | 减仓 |
| IUSG | ISHARES TR | $23.75万 | 0.02% | 1,531 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $23.50万 | 0.02% | 4,078 | -830 | -16.9% | -$4.78万 | 减仓 |
| IDXX | IDEXX LABS INC | $23.32万 | 0.02% | 415 | -171 | -29.2% | -$9.61万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $23.26万 | 0.02% | 2,094 | 29 | 1.4% | $3,221 | 加仓 |
| MSCI | MSCI INC | $23.23万 | 0.02% | 431 | -181 | -29.6% | -$9.76万 | 减仓 |
| CPNG | COUPANG INC | $23.19万 | 0.02% | 12,285 | -1,199 | -8.9% | -$2.26万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.17万 | 0.02% | 534 | -207 | -27.9% | -$8.98万 | 重新持有 |
| DDOG | DATADOG INC | $23.04万 | 0.02% | 1,952 | -273 | -12.3% | -$3.22万 | 减仓 |
| OKLO | OKLO INC | $23.00万 | 0.02% | 4,639 | -870 | -15.8% | -$4.31万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.97万 | 0.02% | 6,900 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $22.97万 | 0.02% | 1,162 | 1,162 | — | $22.97万 | 新建仓 |
| SYFI | AB ACTIVE ETFS INC | $22.95万 | 0.02% | 6,461 | 0 | 0.0% | — | 不变 |
| RAAX | VANECK ETF TRUST | $22.89万 | 0.02% | 5,623 | 5,623 | — | $22.89万 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $22.87万 | 0.02% | 1,283 | 150 | 13.2% | $2.67万 | 加仓 |
| IUSV | ISHARES TR | $22.81万 | 0.02% | 2,231 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $22.72万 | 0.02% | 1,562 | 1,562 | — | $22.72万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $22.66万 | 0.02% | 4,560 | -639 | -12.3% | -$3.18万 | 减仓 |
| IXN | ISHARES TR | $22.64万 | 0.02% | 2,265 | 2,265 | — | $22.64万 | 新建仓 |