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 |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | $2.52万 | 0.00% | 27,000 | 27,000 | — | $2.52万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $2.45万 | 0.00% | 18,595 | 18,595 | — | $2.45万 | 新建仓 |
| — | PG&E CORP | $2.17万 | 0.00% | 21,000 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $2.15万 | 0.00% | 23,000 | 23,000 | — | $2.15万 | 新建仓 |
| — | LOANDEPOT INC | $2.02万 | 0.00% | 14,246 | -4,600 | -24.4% | -$6,532 | 减仓 |
| — | RIVIAN AUTOMOTIVE INC | $1.92万 | 0.00% | 20,000 | 4,000 | 25.0% | $3,831 | 重新持有 |
| — | INNOVIZ TECHNOLOGIES LTD | $1.90万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | SUPER MICRO COMPUTER INC | $1.83万 | 0.00% | 23,000 | -5,000 | -17.9% | -$3,987 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $1.80万 | 0.00% | 20,000 | -4,000 | -16.7% | -$3,600 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.79万 | 0.00% | 18,000 | 18,000 | — | $1.79万 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1.73万 | 0.00% | 18,000 | -4,000 | -18.2% | -$3,840 | 减仓 |
| — | HAEMONETICS CORP MASS | $1.71万 | 0.00% | 18,000 | 7,000 | 63.6% | $6,662 | 加仓 |
| ITRI | ITRON INC | $1.71万 | 0.00% | 17,000 | -4,000 | -19.0% | -$4,020 | 减仓 |
| — | NANO DIMENSION LTD | $1.70万 | 0.00% | 10,000 | -4,000 | -28.6% | -$6,800 | 减仓 |
| GERN | GERON CORP | $1.69万 | 0.00% | 11,363 | 11,363 | — | $1.69万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $1.56万 | 0.00% | 22,000 | 2,000 | 10.0% | $1,415 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1.45万 | 0.00% | 13,000 | -3,000 | -18.8% | -$3,354 | 减仓 |
| — | GLOBAL PMTS INC | $1.41万 | 0.00% | 16,000 | -4,000 | -20.0% | -$3,524 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.37万 | 0.00% | 12,000 | -11,000 | -47.8% | -$1.26万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1.34万 | 0.00% | 14,000 | -3,000 | -17.6% | -$2,878 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $1.33万 | 0.00% | 15,000 | 3,000 | 25.0% | $2,670 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $1.32万 | 0.00% | 11,000 | -4,000 | -26.7% | -$4,796 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $1.31万 | 0.00% | 12,000 | -4,000 | -25.0% | -$4,376 | 减仓 |
| ETSY | ETSY INC | $1.31万 | 0.00% | 14,000 | 1,000 | 7.7% | $932 | 加仓 |
| DXCM | DEXCOM INC | $1.29万 | 0.00% | 14,000 | 2,000 | 16.7% | $1,842 | 加仓 |
| NET | CLOUDFLARE INC | $1.29万 | 0.00% | 11,000 | 11,000 | — | $1.29万 | 新建仓 |
| — | MICROCHIP TECHNOLOGY INC. | $1.28万 | 0.00% | 13,000 | 13,000 | — | $1.28万 | 新建仓 |
| — | SES AI CORPORATION | $1.28万 | 0.00% | 13,339 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $1.27万 | 0.00% | 13,000 | 13,000 | — | $1.27万 | 新建仓 |
| ENOV | ENOVIS CORPORATION | $1.25万 | 0.00% | 13,000 | -3,000 | -18.8% | -$2,891 | 减仓 |
| — | PROGRESS SOFTWARE CORP | $1.24万 | 0.00% | 14,000 | -18,000 | -56.2% | -$1.60万 | 减仓 |
| — | AMPHASTAR PHARMACEUTICALS IN | $1.08万 | 0.00% | 12,000 | -3,000 | -20.0% | -$2,710 | 减仓 |
| — | ALPHATEC HLDGS INC | $1.08万 | 0.00% | 11,000 | 11,000 | — | $1.08万 | 新建仓 |
| — | WINNEBAGO INDS INC | $1.08万 | 0.00% | 12,000 | -2,000 | -14.3% | -$1,804 | 减仓 |
| — | LIVE NATION ENTERTAINMENT IN | $1.08万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $1.08万 | 0.00% | 11,000 | -12,000 | -52.2% | -$1.17万 | 减仓 |
| BILL | BILL HOLDINGS INC | $1.07万 | 0.00% | 12,000 | -3,000 | -20.0% | -$2,664 | 减仓 |
| — | CLEANSPARK INC | $1.06万 | 0.00% | 11,000 | 11,000 | — | $1.06万 | 新建仓 |
| PCRX | PACIRA BIOSCIENCES INC | $9,632 | 0.00% | 10,000 | -2,000 | -16.7% | -$1,926 | 减仓 |
| — | NEOGENOMICS INC | $9,100 | 0.00% | 10,000 | -2,000 | -16.7% | -$1,820 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $9,030 | 0.00% | 10,000 | -3,000 | -23.1% | -$2,709 | 减仓 |
| FIVN | FIVE9 INC | $8,675 | 0.00% | 10,000 | -14,000 | -58.3% | -$1.21万 | 减仓 |
| — | SUPER MICRO COMPUTER INC | $8,667 | 0.00% | 10,000 | 10,000 | — | $8,667 | 新建仓 |
| SNAP | SNAP INC | $8,020 | 0.00% | 10,000 | -9,000 | -47.4% | -$7,218 | 减仓 |
| — | T3 DEFENSE INC | $7,381 | 0.00% | 10,290 | 10,290 | — | $7,381 | 新建仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -85,106 | -100.0% | -$86.13万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,560 | -100.0% | -$83.85万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -6,441 | -100.0% | -$83.78万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $0 | 0.00% | 0 | -16,278 | -100.0% | -$58.01万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -4,330 | -100.0% | -$54.52万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAR | GRANITESHARES GOLD TR | $0 | 0.00% | 0 | -11,100 | -100.0% | -$47.16万 | 清仓 |
| ZROZ | PIMCO ETF TR | $0 | 0.00% | 0 | -7,200 | -100.0% | -$46.26万 | 清仓 |
| — | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | -18,163 | -100.0% | -$45.28万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -4,369 | -100.0% | -$43.59万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -4,901 | -100.0% | -$40.20万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,584 | -100.0% | -$40.16万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,092 | -100.0% | -$39.44万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,318 | -100.0% | -$37.34万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -1,020 | -100.0% | -$36.41万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MICRON TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -2,200 | -100.0% | -$34.28万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -5,029 | -100.0% | -$33.42万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,073 | -100.0% | -$31.76万 | 清仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,910 | -100.0% | -$31.29万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,698 | -100.0% | -$30.90万 | 清仓 |
| BCH | BANCO DE CHILE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOPT | ISHARES TR | $0 | 0.00% | 0 | -9,681 | -100.0% | -$30.23万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -4,832 | -100.0% | -$29.94万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -696 | -100.0% | -$29.37万 | 清仓 |
| FLEX | FLEX LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -2,591 | -100.0% | -$28.57万 | 清仓 |
| HACK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -3,553 | -100.0% | -$28.56万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -5,317 | -100.0% | -$25.29万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -1,899 | -100.0% | -$25.15万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -3,268 | -100.0% | -$24.87万 | 清仓 |
| CLOZ | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -6,243 | -100.0% | -$24.63万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -1,172 | -100.0% | -$23.95万 | 清仓 |
| AER | AERCAP HOLDINGS NV | $0 | 0.00% | 0 | -1,661 | -100.0% | -$23.88万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -1,286 | -100.0% | -$23.66万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -6,032 | -100.0% | -$23.36万 | 清仓 |
| DB | DEUTSCHE BANK A G | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -1,103 | -100.0% | -$22.96万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,683 | -100.0% | -$22.92万 | 清仓 |