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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
报告期 2026-03-31 · CIK 0001079935
持仓数
646
前50大市值合计
$4.01B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 13
增持 58
减持 67
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
DWM
WISDOMTREE TR
-$44.2M
18,641
-98%
增持
PG
PROCTER AND GAMBLE CO
+$42.3M
279,935
+10021%
建仓
DE
DEERE & CO
+$41.6M
100,037
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
WMT
WALMART INC
-$40.2M
8,638
-97%
减持
HON
HONEYWELL INTL INC
-$39.5M
1,985
-99%
减持
JPM
JPMORGAN CHASE & CO
-$39.0M
7,503
-97%
建仓
MS
MORGAN STANLEY
+$37.7M
431,770
增持
MSFT
MICROSOFT CORP
+$28.6M
145,806
+200%
增持
IDEV
ISHARES TR
+$24.5M
394,413
+4152%
减持
SQ
BLOCK INC
-$22.7M
83,402
-60%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$15.7M
232,116
增持
GSLC
GOLDMAN SACHS ETF TR
-$13.4M
3,744,512
+3%
清仓
—
TRANE TECHNOLOGIES PLC
-$11.0M
0
-100%
建仓
MET
METLIFE INC
+$10.9M
155,069
增持
LOW
LOWES COS INC
-$8.4M
185,017
+5%
增持
IGM
ISHARES TR
-$5.5M
172,421
+4%
减持
SLYG
SPDR SER TR
-$4.8M
525,774
-0%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$4.7M
144,699
增持
AMAT
APPLIED MATLS INC
-$4.4M
304,633
+8%
减持
AGG
ISHARES TR
-$3.5M
13,486
-69%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.2M
72,671
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$3.1M
4,711,122
+9%
建仓
—
EVEREST RE GROUP LTD
+$2.4M
8,030
清仓
GNTX
GENTEX CORP
-$2.4M
0
-100%
减持
DVYE
ISHARES INC
-$2.4M
339,964
-3%
清仓
—
JACOBS ENGR GROUP INC
-$2.4M
0
-100%
清仓
TIP
ISHARES TR
-$2.3M
0
-100%
清仓
HUBS
HUBSPOT INC
-$2.1M
0
-100%
增持
GOOGL
ALPHABET INC
+$2.1M
13,064
+10%
增持
MTUM
ISHARES TR
+$2.0M
816,575
+10%
建仓
JBL
JABIL INC
+$2.0M
31,913
减持
SPY
SPDR S&P 500 ETF TR
-$1.9M
4,549
-46%
建仓
DKS
DICKS SPORTING GOODS INC
+$1.8M
18,337
增持
VUG
VANGUARD INDEX FDS
-$1.7M
87,168
+5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.5M
159,659
-2%
建仓
DEM
WISDOMTREE TR
+$1.5M
33,211
清仓
MGK
VANGUARD WORLD FD
-$1.4M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
-$1.3M
557,539
+1%
减持
SPEM
SPDR INDEX SHS FDS
-$1.2M
338,299
-2%
增持
AMZN
AMAZON COM INC
+$1.1M
12,077
+5%
增持
IDV
ISHARES TR
+$1.1M
509,805
+5%
增持
VLUE
ISHARES TR
+$1.1M
1,364,016
+5%
减持
AAPL
APPLE INC
-$1.1M
305,082
-0%
减持
CVX
CHEVRON CORP NEW
-$1.0M
265,283
-30%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.0M
175,706
-5%
增持
EPAM
EPAM SYS INC
-$952.0K
5,414
+41%
增持
MA
MASTERCARD INCORPORATED
+$874.0K
118,904
+3%
减持
IVW
ISHARES TR
-$812.0K
61,825
-7%
清仓
IYF
ISHARES TR
-$782.0K
0
-100%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$708.0K
9,521
-68%
增持
XLF
SELECT SECTOR SPDR TR
-$674.0K
1,918,149
+1%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$637.0K
315,415
+2%
增持
FBIN
FORTUNE BRANDS HOME & SEC IN
-$589.0K
25,169
+9%
增持
AVGO
BROADCOM INC
-$548.0K
72,033
+4%
减持
MUB
ISHARES TR
-$533.0K
2,394
-65%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$527.0K
4,438
-30%
增持
USB
US BANCORP DEL
+$516.0K
725,671
+7%
减持
SLYV
SPDR SER TR
-$508.0K
78,968
-6%
建仓
FLOT
ISHARES TR
+$500.0K
9,897
减持
FCX
FREEPORT-MCMORAN INC
+$486.0K
229,205
-12%
增持
SHY
ISHARES TR
+$472.0K
8,655
+197%
减持
VTV
VANGUARD INDEX FDS
-$470.0K
215,058
-2%
减持
MDYG
SPDR SER TR
-$464.0K
50,941
-2%
清仓
BND
VANGUARD BD INDEX FDS
-$454.0K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$445.0K
0
-100%
建仓
XLP
SELECT SECTOR SPDR TR
+$396.0K
5,216
减持
MCK
MCKESSON CORP
-$378.0K
150,542
-19%
增持
FMB
FIRST TR EXCH TRADED FD III
-$351.0K
96,172
+0%
减持
CFG
CITIZENS FINL GROUP INC
-$344.0K
44,203
-11%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$340.0K
13,938
增持
NEE
NEXTERA ENERGY INC
+$334.0K
138,820
+13%
减持
VOT
VANGUARD INDEX FDS
-$329.0K
7,137
-5%
增持
MKSI
MKS INSTRS INC
-$327.0K
14,535
+1%
增持
CRL
CHARLES RIV LABS INTL INC
-$313.0K
6,679
+14%
建仓
VFH
VANGUARD WORLD FDS
+$311.0K
3,333
清仓
SHOP
SHOPIFY INC
-$310.0K
0
-100%
增持
—
AMDOCS LTD
+$275.0K
29,779
+3%
增持
DIS
DISNEY WALT CO
-$275.0K
280,096
+12%
增持
SPAB
SPDR SER TR
-$270.0K
153,358
+0%
增持
AVDE
AMERICAN CENTY ETF TR
+$263.0K
81,149
+11%
增持
DON
WISDOMTREE TR
+$261.0K
150,949
+4%
减持
IJT
ISHARES TR
-$256.0K
9,607
-9%
减持
META
META PLATFORMS INC
-$244.0K
2,092
-1%
清仓
MUNI
PIMCO ETF TR
-$236.0K
0
-100%
增持
F
FORD MTR CO DEL
-$233.0K
60,929
+0%
减持
MDYV
SPDR SER TR
-$228.0K
61,906
-4%
减持
VTI
VANGUARD INDEX FDS
-$226.0K
11,621
-2%
清仓
MCD
MCDONALDS CORP
-$224.0K
0
-100%
减持
HD
HOME DEPOT INC
-$218.0K
1,503
-6%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$218.0K
1,973
-44%
增持
—
LABORATORY CORP AMER HLDGS
-$215.0K
8,590
+9%
增持
IJK
ISHARES TR
-$210.0K
39,367
+3%
增持
CDW
CDW CORP
-$200.0K
13,440
+6%
增持
TOTL
SSGA ACTIVE ETF TR
-$193.0K
177,695
+3%
减持
ARKK
ARK ETF TR
-$179.0K
4,039
-15%
减持
PFE
PFIZER INC
-$174.0K
6,334
-25%
减持
VGT
VANGUARD WORLD FDS
-$171.0K
3,534
-1%
减持
VBK
VANGUARD INDEX FDS
-$169.0K
4,477
-1%
增持
NWSA
NEWS CORP NEW
+$157.0K
105,153
+8%
减持
BSV
VANGUARD BD INDEX FDS
-$157.0K
3,116
-37%
减持
IJS
ISHARES TR
-$151.0K
11,289
-10%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$139.0K
5,493
-33%
减持
VOE
VANGUARD INDEX FDS
-$135.0K
9,350
-8%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$129.0K
984
-3%
增持
QQQ
INVESCO QQQ TR
-$125.0K
5,117
+3%
减持
—
EXXON MOBIL CORP
+$115.0K
13,201
-17%
增持
ABBV
ABBVIE INC
+$109.0K
2,533
+14%
减持
ZTS
ZOETIS INC
-$105.0K
1,210
-11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$105.0K
2,182
-2%
增持
JNJ
JOHNSON & JOHNSON
+$103.0K
4,336
+11%
减持
GLD
SPDR GOLD TR
-$102.0K
2,436
-23%
增持
DES
WISDOMTREE TR
-$102.0K
144,008
+1%
增持
TSLA
TESLA INC
+$101.0K
1,604
+4%
减持
—
ACTIVISION BLIZZARD INC
-$101.0K
2,627
-44%
减持
IHI
ISHARES TR
-$99.0K
12,166
-5%
减持
XLK
SELECT SECTOR SPDR TR
-$97.0K
2,142
-15%
增持
ELV
ANTHEM INC
+$94.0K
1,813
+6%
减持
SMLF
ISHARES TR
-$91.0K
23,995
-2%
减持
VHT
VANGUARD WORLD FDS
-$88.0K
5,690
-1%
增持
SCHX
SCHWAB STRATEGIC TR
-$84.0K
5,788
+66%
减持
VB
VANGUARD INDEX FDS
-$72.0K
3,238
-4%
减持
BAC
BK OF AMERICA CORP
-$68.0K
10,406
-7%
增持
AMGN
AMGEN INC
+$64.0K
2,741
+3%
减持
GS
GOLDMAN SACHS GROUP INC
-$55.0K
646
-8%
减持
ABT
ABBOTT LABS
-$55.0K
2,304
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$48.0K
48,213
+1%
减持
V
VISA INC
-$48.0K
2,141
-11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$44.0K
7,741
-8%
增持
PSK
SPDR SER TR
-$41.0K
79,634
+9%
减持
D
DOMINION ENERGY INC
-$40.0K
3,125
-20%
增持
FNDA
SCHWAB STRATEGIC TR
-$39.0K
27,008
+1%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$38.0K
26,337
+3%
减持
T
AT&T INC
-$38.0K
14,523
-7%
减持
PEP
PEPSICO INC
-$38.0K
1,870
-7%
增持
ESGU
ISHARES TR
-$36.0K
7,523
+2%
减持
USMV
ISHARES TR
-$34.0K
3,111
-9%
减持
WCN
WASTE CONNECTIONS INC
+$34.0K
18,216
-1%
减持
CMCSA
COMCAST CORP NEW
-$33.0K
4,511
-7%
减持
MINT
PIMCO ETF TR
-$30.0K
3,090
-7%
减持
AXP
AMERICAN EXPRESS CO
+$26.0K
1,238
-1%
增持
NVDA
NVIDIA CORPORATION
-$25.0K
5,018
+6%
增持
IEFA
ISHARES TR
+$24.0K
4,487
+16%
增持
UNH
UNITEDHEALTH GROUP INC
+$23.0K
1,606
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$22.0K
1,092
-1%
增持
NSC
NORFOLK SOUTHN CORP
-$17.0K
1,788
+1%
增持
BA
BOEING CO
-$14.0K
1,576
+1%
减持
IVV
ISHARES TR
-$14.0K
518
-1%
减持
DLTR
DOLLAR TREE INC
-$11.0K
16,138
-13%
减持
IAU
ISHARES GOLD TR
+$10.0K
10,777
-3%
增持
PLD
PROLOGIS INC.
-$10.0K
72,381
+4%
