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 |
|---|---|---|---|---|---|---|---|---|
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $22.55万 | 0.02% | 13,174 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $22.45万 | 0.02% | 3,184 | -781 | -19.7% | -$5.51万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $22.37万 | 0.02% | 3,269 | 3,269 | — | $22.37万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $22.35万 | 0.02% | 9,012 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $22.33万 | 0.02% | 8,506 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $22.31万 | 0.02% | 2,986 | -10,098 | -77.2% | -$75.45万 | 减仓 |
| NUE | NUCOR CORP | $22.22万 | 0.02% | 1,314 | -439 | -25.0% | -$7.42万 | 减仓 |
| — | MICROSOFT CORP 看涨期权 | $22.21万 | 0.02% | 600 | 600 | — | $22.21万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.11万 | 0.02% | 4,700 | -150 | -3.1% | -$7,056 | 减仓 |
| FHI | FEDERATED HERMES INC | $22.08万 | 0.02% | 3,893 | 3,893 | — | $22.08万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $22.05万 | 0.02% | 2,021 | 429 | 26.9% | $4.68万 | 加仓 |
| RACE | FERRARI N V | $22.03万 | 0.02% | 660 | -231 | -25.9% | -$7.71万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $22.00万 | 0.02% | 18,244 | 4,742 | 35.1% | $5.72万 | 加仓 |
| STT | STATE STR CORP | $22.00万 | 0.02% | 1,738 | -19 | -1.1% | -$2,405 | 减仓 |
| JD | JD.COM INC | $21.99万 | 0.02% | 7,438 | -634 | -7.9% | -$1.87万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $21.96万 | 0.02% | 4,795 | -366 | -7.1% | -$1.68万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $21.96万 | 0.02% | 13,095 | 13,095 | — | $21.96万 | 新建仓 |
| VOLT | TEMA ETF TRUST | $21.94万 | 0.02% | 6,408 | 6,408 | — | $21.94万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $21.85万 | 0.02% | 1,118 | 1,118 | — | $21.85万 | 新建仓 |
| AMTB | AMERANT BANCORP INC | $21.78万 | 0.02% | 9,883 | -4,700 | -32.2% | -$10.36万 | 重新持有 |
| XLRE | SELECT SECTOR SPDR TR | $21.64万 | 0.02% | 5,301 | 253 | 5.0% | $1.03万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.64万 | 0.02% | 1,006 | 14 | 1.4% | $3,011 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $21.59万 | 0.02% | 4,538 | 4,538 | — | $21.59万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $21.50万 | 0.02% | 19,442 | -1,209 | -5.9% | -$1.34万 | 减仓 |
| IGF | ISHARES TR | $21.44万 | 0.02% | 3,200 | 3,200 | — | $21.44万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $21.39万 | 0.02% | 2,135 | -400 | -15.8% | -$4.01万 | 减仓 |
| DINO | HF SINCLAIR CORP | $21.29万 | 0.02% | 3,413 | 3,413 | — | $21.29万 | 新建仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $21.27万 | 0.02% | 6,808 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE TR | $21.21万 | 0.02% | 5,285 | 204 | 4.0% | $8,189 | 重新持有 |
| GOVT | ISHARES TR | $21.16万 | 0.02% | 9,236 | -271 | -2.9% | -$6,209 | 减仓 |
| EQT | EQT CORP | $21.16万 | 0.02% | 3,325 | 3,325 | — | $21.16万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $21.11万 | 0.01% | 1,077 | -16 | -1.5% | -$3,136 | 重新持有 |
| VMBS | VANGUARD SCOTTSDALE FDS | $20.99万 | 0.01% | 4,471 | -49 | -1.1% | -$2,301 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $20.92万 | 0.01% | 39,332 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $20.92万 | 0.01% | 6,102 | -975 | -13.8% | -$3.34万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $20.86万 | 0.01% | 7,597 | -530 | -6.5% | -$1.46万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $20.86万 | 0.01% | 9,000 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $20.85万 | 0.01% | 770 | 770 | — | $20.85万 | 新建仓 |
| SE | SEA LTD | $20.77万 | 0.01% | 2,508 | -1,211 | -32.6% | -$10.03万 | 减仓 |
| AMRZ | AMRIZE LTD | $20.64万 | 0.01% | 3,685 | 3,685 | — | $20.64万 | 新建仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $20.57万 | 0.01% | 7,326 | 7,326 | — | $20.57万 | 新建仓 |
| IWS | ISHARES TR | $20.55万 | 0.01% | 1,410 | 1,410 | — | $20.55万 | 新建仓 |
| XEL | XCEL ENERGY INC | $20.49万 | 0.01% | 2,579 | -320 | -11.0% | -$2.54万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $20.48万 | 0.01% | 4,115 | -116 | -2.7% | -$5,775 | 减仓 |
| RKLB | ROCKET LAB CORP | $20.41万 | 0.01% | 3,178 | 3,178 | — | $20.41万 | 新建仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $20.37万 | 0.01% | 14,415 | 690 | 5.0% | $9,750 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $20.36万 | 0.01% | 4,992 | -242 | -4.6% | -$9,868 | 减仓 |
| CPA | COPA HOLDINGS SA | $20.29万 | 0.01% | 1,786 | -23 | -1.3% | -$2,613 | 减仓 |
| SMLF | ISHARES TR | $20.27万 | 0.01% | 2,685 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $20.26万 | 0.01% | 7,027 | -497 | -6.6% | -$1.43万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $20.17万 | 0.01% | 6,406 | 6,406 | — | $20.17万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $20.09万 | 0.01% | 1,277 | 27 | 2.2% | $4,248 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.08万 | 0.01% | 8,816 | -2,823 | -24.3% | -$6.43万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $19.79万 | 0.01% | 18,271 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $19.14万 | 0.01% | 16,018 | -10,312 | -39.2% | -$12.32万 | 减仓 |
| BOC | BOSTON OMAHA CORP | $17.84万 | 0.01% | 15,270 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $17.77万 | 0.01% | 10,013 | -14 | -0.1% | -$249 | 重新持有 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $17.46万 | 0.01% | 16,033 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $17.30万 | 0.01% | 12,137 | -1,125 | -8.5% | -$1.60万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $17.23万 | 0.01% | 10,155 | -31 | -0.3% | -$526 | 减仓 |
| ONDS | ONDAS INC | $16.27万 | 0.01% | 18,000 | 18,000 | — | $16.27万 | 新建仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $16.19万 | 0.01% | 11,847 | -2,551 | -17.7% | -$3.49万 | 减仓 |
| NIO | NIO INC | $15.77万 | 0.01% | 26,154 | 200 | 0.8% | $1,206 | 加仓 |
| ZURA | ZURA BIO LTD | $15.26万 | 0.01% | 25,650 | -30,000 | -53.9% | -$17.85万 | 减仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $15.21万 | 0.01% | 56,950 | -15,050 | -20.9% | -$4.02万 | 减仓 |
| RWT | REDWOOD TRUST INC | $14.11万 | 0.01% | 25,150 | -24,900 | -49.8% | -$13.97万 | 减仓 |
| SUPV | GRUPO SUPERVIELLE S.A. | $14.10万 | 0.01% | 14,956 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $13.99万 | 0.01% | 12,232 | 12,232 | — | $13.99万 | 新建仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $13.35万 | 0.01% | 11,834 | 1,834 | 18.3% | $2.07万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $12.86万 | 0.01% | 10,030 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $12.57万 | 0.01% | 15,212 | -8,113 | -34.8% | -$6.70万 | 重新持有 |
| OSCR | OSCAR HEALTH INC | $11.67万 | 0.01% | 10,173 | -9,231 | -47.6% | -$10.59万 | 重新持有 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $11.57万 | 0.01% | 10,475 | -28,950 | -73.4% | -$31.99万 | 减仓 |
| — | ISHARES ETHEREUM TR 看涨期权 | $11.56万 | 0.01% | 7,300 | 7,300 | — | $11.56万 | 新建仓 |
| IEP | ICAHN ENTERPRISES LP | $10.64万 | 0.01% | 14,098 | -24 | -0.2% | -$181 | 减仓 |
| — | COINBASE GLOBAL INC 看涨期权 | $10.48万 | 0.01% | 600 | 600 | — | $10.48万 | 新建仓 |
| — | NETFLIX INC. 看涨期权 | $9.62万 | 0.01% | 1,000 | 1,000 | — | $9.62万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $8.47万 | 0.01% | 10,000 | 10,000 | — | $8.47万 | 新建仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $8.02万 | 0.01% | 11,080 | 1,080 | 10.8% | $7,819 | 加仓 |
| WVE | WAVE LIFE SCIENCES LTD | $7.97万 | 0.01% | 11,000 | 11,000 | — | $7.97万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $7.65万 | 0.01% | 15,199 | 2,533 | 20.0% | $1.27万 | 加仓 |
| BTG | B2GOLD CORP | $6.37万 | 0.00% | 14,065 | 14,065 | — | $6.37万 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $6.23万 | 0.00% | 23,000 | 0 | 0.0% | — | 不变 |
| IMSR | TERRESTRIAL ENERGY INC | $6.00万 | 0.00% | 10,000 | 10,000 | — | $6.00万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $5.95万 | 0.00% | 11,513 | -3,981 | -25.7% | -$2.06万 | 重新持有 |
| — | SHOPIFY INC 看涨期权 | $5.93万 | 0.00% | 500 | 500 | — | $5.93万 | 新建仓 |
| — | ISHARES BITCOIN TRUST ETF 看涨期权 | $5.76万 | 0.00% | 1,500 | -8,900 | -85.6% | -$34.19万 | 重新持有 |
| BTBT | BIT DIGITAL INC | $5.50万 | 0.00% | 42,000 | 0 | 0.0% | — | 不变 |
| IFRX | INFLARX NV | $5.39万 | 0.00% | 60,250 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $5.21万 | 0.00% | 10,213 | -2,873 | -22.0% | -$1.47万 | 减仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $5.20万 | 0.00% | 15,752 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAPITAL LIMITED | $4.74万 | 0.00% | 10,477 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $4.45万 | 0.00% | 12,649 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $4.23万 | 0.00% | 10,190 | 10,190 | — | $4.23万 | 新建仓 |
| — | CANOPY GROWTH CORPORATION | $3.64万 | 0.00% | 38,475 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $3.07万 | 0.00% | 15,266 | -11,901 | -43.8% | -$2.39万 | 重新持有 |
| RLX | RLX TECHNOLOGY INC | $2.75万 | 0.00% | 12,498 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $2.61万 | 0.00% | 27,000 | 11,000 | 68.8% | $1.06万 | 加仓 |
| RC | READY CAPITAL CORP | $2.53万 | 0.00% | 15,644 | 944 | 6.4% | $1,529 | 加仓 |
| — | VUZIX CORP | $2.53万 | 0.00% | 10,945 | 0 | 0.0% | — | 不变 |