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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 22
增持 69
减持 41
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
MTUM
ISHARES TR
-$136.2M
8,595
-99%
增持
VUG
VANGUARD INDEX FDS
+$101.1M
566,022
+549%
减持
XLF
SELECT SECTOR SPDR TR
-$72.6M
29,813
-98%
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。
增持
XLP
SELECT SECTOR SPDR TR
+$64.0M
891,750
+16996%
建仓
USFR
WISDOMTREE TR
+$57.0M
1,133,466
增持
GSLC
GOLDMAN SACHS ETF TR
-$45.9M
3,836,179
+2%
减持
LOW
LOWES COS INC
-$37.0M
2,587
-99%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$36.9M
58,699
+18654%
减持
AMAT
APPLIED MATLS INC
-$30.8M
102,945
-66%
减持
USB
US BANCORP DEL
-$29.1M
206,405
-72%
增持
NEE
NEXTERA ENERGY INC
+$28.7M
522,097
+276%
增持
MET
METLIFE INC
+$26.4M
593,355
+283%
增持
SPDW
SPDR INDEX SHS FDS
-$18.2M
4,967,422
+5%
增持
XLI
SELECT SECTOR SPDR TR
-$10.8M
736,907
+1%
增持
IGM
ISHARES TR
-$10.8M
190,898
+11%
增持
AAPL
APPLE INC
-$10.1M
315,753
+3%
增持
AVGO
BROADCOM INC
-$10.1M
72,618
+1%
增持
DE
DEERE & CO
-$9.5M
106,942
+7%
减持
XLV
SELECT SECTOR SPDR TR
-$7.6M
536,390
-4%
减持
CVX
CHEVRON CORP NEW
-$7.4M
247,568
-7%
增持
VLUE
ISHARES TR
-$6.7M
1,501,662
+10%
增持
SLYG
SPDR SER TR
-$6.3M
536,199
+2%
增持
GOOGL
ALPHABET INC
-$5.2M
14,285
+9%
增持
MSFT
MICROSOFT CORP
-$5.1M
155,159
+6%
减持
MCK
MCKESSON CORP
-$4.8M
126,660
-16%
增持
MA
MASTERCARD INCORPORATED
-$4.7M
119,914
+1%
减持
PG
PROCTER AND GAMBLE CO
-$3.7M
271,829
-3%
增持
DIS
DISNEY WALT CO
-$3.7M
368,121
+31%
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$3.4M
92,928
增持
FCX
FREEPORT-MCMORAN INC
-$3.2M
281,133
+23%
清仓
PSK
SPDR SER TR
-$3.1M
0
-100%
增持
AMZN
AMAZON COM INC
-$3.1M
341,442
+2727%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.9M
73,660
+1%
减持
DVYE
ISHARES INC
-$2.4M
327,156
-4%
增持
IDEV
ISHARES TR
-$2.4M
422,871
+7%
清仓
MKSI
MKS INSTRS INC
-$2.2M
0
-100%
增持
SQ
BLOCK INC
-$2.2M
148,976
+79%
建仓
SYY
SYSCO CORP
+$2.1M
24,510
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.8M
326,364
+3%
增持
IDV
ISHARES TR
-$1.8M
530,569
+4%
增持
PLD
PROLOGIS INC.
-$1.8M
84,308
+16%
建仓
USHY
ISHARES TR
+$1.6M
45,762
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.4M
132,868
-17%
增持
VYMI
VANGUARD WHITEHALL FDS
-$1.3M
244,464
+5%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$1.3M
26,275
增持
MS
MORGAN STANLEY
-$1.2M
480,030
+11%
增持
DEM
WISDOMTREE TR
+$1.2M
71,463
+115%
增持
VTV
VANGUARD INDEX FDS
-$1.1M
232,337
+8%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$1.1M
52,368
减持
IVW
ISHARES TR
-$1.0M
61,469
-1%
减持
TOTL
SSGA ACTIVE ETF TR
-$952.0K
166,011
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$930.0K
172,260
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$904.0K
44,322
-8%
减持
DON
WISDOMTREE TR
-$841.0K
150,434
-0%
减持
WMT
WALMART INC
-$755.0K
4,375
-49%
增持
SLYV
SPDR SER TR
-$684.0K
81,427
+3%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$649.0K
3,847
增持
IJR
ISHARES TR
-$602.0K
40,049
+0%
增持
TSLA
TESLA INC
-$565.0K
1,727
+8%
增持
NVDA
NVIDIA CORPORATION
-$560.0K
5,335
+6%
增持
AVDE
AMERICAN CENTY ETF TR
-$542.0K
85,439
+5%
减持
QQQ
INVESCO QQQ TR
-$538.0K
4,698
-8%
增持
MDYV
SPDR SER TR
-$538.0K
63,126
+2%
增持
NWSA
NEWS CORP NEW
-$514.0K
116,554
+11%
增持
MDYG
SPDR SER TR
-$490.0K
53,977
+6%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$482.0K
8,686
增持
DES
WISDOMTREE TR
-$477.0K
145,753
+1%
增持
EPAM
EPAM SYS INC
+$456.0K
6,994
+29%
增持
SPAB
SPDR SER TR
+$398.0K
176,847
+15%
建仓
COIN
COINBASE GLOBAL INC
+$387.0K
8,236
增持
VTI
VANGUARD INDEX FDS
-$374.0K
12,046
+4%
增持
GSIE
GOLDMAN SACHS ETF TR
-$371.0K
157,169
+9%
减持
JPM
JPMORGAN CHASE & CO
-$370.0K
5,800
-23%
减持
FMB
FIRST TR EXCH TRADED FD III
-$370.0K
93,533
-3%
减持
SHY
ISHARES TR
-$356.0K
4,412
-49%
增持
SPEM
SPDR INDEX SHS FDS
-$356.0K
365,709
+8%
增持
F
FORD MTR CO DEL
-$353.0K
60,939
+0%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$340.0K
0
-100%
减持
VOT
VANGUARD INDEX FDS
-$339.0K
7,128
-0%
增持
IJJ
ISHARES TR
-$326.0K
30,765
+4%
建仓
IWB
ISHARES TR
+$318.0K
1,531
减持
WCN
WASTE CONNECTIONS INC
-$315.0K
17,978
-1%
减持
DLTR
DOLLAR TREE INC
-$313.0K
14,577
-10%
增持
IJK
ISHARES TR
-$297.0K
43,068
+9%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$274.0K
0
-100%
清仓
ARKK
ARK ETF TR
-$268.0K
0
-100%
建仓
IWR
ISHARES TR
+$267.0K
4,132
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$265.0K
2,758
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$261.0K
0
-100%
增持
IVV
ISHARES TR
+$256.0K
1,295
+150%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$249.0K
11,865
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$247.0K
11,893
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$246.0K
12,036
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$245.0K
12,703
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$244.0K
12,607
建仓
PM
PHILIP MORRIS INTL INC
+$243.0K
2,460
清仓
TOWN
TOWNEBANK PORTSMOUTH VA
-$242.0K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$242.0K
0
-100%
清仓
USMV
ISHARES TR
-$241.0K
0
-100%
增持
CDW
CDW CORP
-$232.0K
13,786
+3%
清仓
AXP
AMERICAN EXPRESS CO
-$232.0K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$230.0K
0
-100%
增持
CFG
CITIZENS FINL GROUP INC
-$221.0K
49,940
+13%
减持
VOE
VANGUARD INDEX FDS
-$220.0K
9,107
-3%
建仓
MRK
MERCK & CO INC
+$219.0K
2,402
清仓
ESGE
ISHARES INC
-$214.0K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$214.0K
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$211.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$211.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$209.0K
15,181
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$209.0K
8,660
+36%
建仓
MCD
MCDONALDS CORP
+$209.0K
845
减持
IHI
ISHARES TR
-$208.0K
10,594
-13%
增持
VBK
VANGUARD INDEX FDS
-$207.0K
4,589
+3%
建仓
XNTK
SPDR SER TR
+$202.0K
1,960
清仓
COST
COSTCO WHSL CORP NEW
-$201.0K
0
-100%
清仓
ESML
ISHARES TR
-$201.0K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$200.0K
0
-100%
增持
FNDA
SCHWAB STRATEGIC TR
-$184.0K
27,838
+3%
减持
DWM
WISDOMTREE TR
-$181.0K
17,648
-5%
减持
ESGU
ISHARES TR
-$168.0K
7,081
-6%
增持
SMLF
ISHARES TR
-$167.0K
24,363
+2%
增持
IJT
ISHARES TR
-$167.0K
9,830
+2%
减持
HON
HONEYWELL INTL INC
-$166.0K
1,276
-36%
减持
META
META PLATFORMS INC
-$165.0K
1,865
-11%
增持
—
LABORATORY CORP AMER HLDGS
-$164.0K
8,964
+4%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$163.0K
27,639
+5%
减持
NSC
NORFOLK SOUTHN CORP
-$158.0K
1,548
-13%
增持
GLD
SPDR GOLD TR
+$155.0K
3,533
+45%
增持
—
EVEREST RE GROUP LTD
-$155.0K
8,082
+1%
增持
RPG
INVESCO EXCHANGE TRADED FD T
-$154.0K
4,477
+1%
增持
ICLN
ISHARES TR
-$143.0K
60,164
+0%
减持
AGG
ISHARES TR
-$142.0K
12,801
-5%
建仓
GAP
GAP INC
+$141.0K
17,062
增持
IJS
ISHARES TR
-$139.0K
11,426
+1%
增持
JNJ
JOHNSON & JOHNSON
+$138.0K
5,109
+18%
减持
VB
VANGUARD INDEX FDS
-$137.0K
3,128
-3%
减持
—
AMDOCS LTD
-$136.0K
27,751
-7%
增持
SPY
SPDR S&P 500 ETF TR
-$131.0K
5,099
+12%
增持
D
DOMINION ENERGY INC
+$129.0K
4,944
+58%
减持
BAC
BK OF AMERICA CORP
-$120.0K
9,929
-5%
减持
V
VISA INC
-$111.0K
1,851
-14%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$108.0K
927
-6%
减持
XLK
SELECT SECTOR SPDR TR
-$107.0K
1,846
-14%
减持
MINT
PIMCO ETF TR
-$105.0K
2,057
-33%
增持
VHT
VANGUARD WORLD FDS
-$103.0K
5,707
+0%
减持
HD
HOME DEPOT INC
-$92.0K
1,302
-13%
增持
PFE
PFIZER INC
+$85.0K
7,888
+25%
减持
TFC
TRUIST FINL CORP
-$83.0K
7,272
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$74.0K
2,355
+19%
