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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 29
增持 62
减持 49
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
TOTL
SSGA ACTIVE ETF TR
+$202.1M
5,221,768
+2923%
增持
AGG
ISHARES TR
+$75.4M
803,683
+2932%
增持
USFR
WISDOMTREE TR
+$52.4M
2,214,439
+89%
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。
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$44.3M
2,221,256
建仓
BND
VANGUARD BD INDEX FDS
+$37.5M
522,275
增持
VLUE
ISHARES TR
+$15.8M
1,572,643
+1%
减持
GSLC
GOLDMAN SACHS ETF TR
+$15.6M
3,817,361
-1%
减持
SPDW
SPDR INDEX SHS FDS
+$15.3M
5,252,889
-4%
建仓
MRK
MERCK & CO INC
+$12.1M
109,311
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$12.0M
5,184,647
+5%
建仓
EFG
ISHARES TR
+$10.7M
127,346
增持
AVGO
BROADCOM INC
+$10.6M
78,223
+5%
减持
XLI
SELECT SECTOR SPDR TR
+$9.9M
725,702
-2%
建仓
MUNI
PIMCO ETF TR
+$9.9M
192,667
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$9.7M
3,149
-98%
建仓
—
BLACKROCK INC
+$9.7M
13,720
建仓
IWV
ISHARES TR
+$9.1M
41,390
增持
VUG
VANGUARD INDEX FDS
+$9.1M
612,021
+8%
清仓
USB
US BANCORP DEL
-$8.7M
0
-100%
建仓
EFV
ISHARES TR
+$8.0M
174,979
增持
MA
MASTERCARD INCORPORATED
+$7.8M
121,072
+0%
增持
PG
PROCTER AND GAMBLE CO
+$7.5M
278,545
+1%
增持
XLP
SELECT SECTOR SPDR TR
+$7.2M
910,012
+0%
减持
XLV
SELECT SECTOR SPDR TR
+$6.3M
522,653
-2%
减持
DE
DEERE & CO
+$6.2M
99,546
-9%
增持
FMB
FIRST TR EXCH TRADED FD III
+$5.5M
208,861
+105%
增持
VTV
VANGUARD INDEX FDS
+$5.2M
251,497
+3%
建仓
HYMB
SPDR SER TR
+$5.2M
105,246
增持
IDEV
ISHARES TR
+$5.1M
494,113
+6%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$4.8M
99,918
增持
IDV
ISHARES TR
+$3.9M
595,529
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.6M
73,817
+1%
增持
AMZN
AMAZON COM INC
-$3.4M
379,235
+22%
增持
NEE
NEXTERA ENERGY INC
+$3.2M
476,538
+2%
减持
CVX
CHEVRON CORP NEW
+$3.2M
222,347
-13%
增持
SLYG
SPDR SER TR
+$3.1M
557,070
+2%
增持
IGM
ISHARES TR
+$2.9M
204,559
+4%
增持
MS
MORGAN STANLEY
+$2.8M
459,097
+0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$2.4M
254,221
+4%
减持
MET
METLIFE INC
+$2.3M
537,662
-11%
增持
CSCO
CISCO SYS INC
+$2.2M
234,485
+5%
增持
DEM
WISDOMTREE TR
+$2.2M
154,554
+54%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.2M
345,466
+2%
减持
FCX
FREEPORT-MCMORAN INC
+$2.2M
301,250
-11%
增持
AAPL
APPLE INC
-$2.2M
315,126
+1%
增持
AMAT
APPLIED MATLS INC
+$2.1M
112,770
+4%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$2.0M
19,318
增持
MSFT
MICROSOFT CORP
+$1.9M
162,950
+2%
减持
MCK
MCKESSON CORP
-$1.9M
103,271
-14%
清仓
FBIN
FORTUNE BRANDS HOME & SEC IN
-$1.8M
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$1.8M
436,890
+7%
清仓
MUB
ISHARES TR
-$1.6M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.6M
381,278
+14%
增持
PLD
PROLOGIS INC.
+$1.6M
92,684
+6%
建仓
LQD
ISHARES TR
+$1.4M
13,056
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$1.4M
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$1.2M
49,334
-14%
增持
SLYV
SPDR SER TR
+$920.0K
90,481
+5%
增持
DIS
DISNEY WALT CO
-$835.0K
366,328
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$713.0K
45,016
+3%
增持
IJJ
ISHARES TR
+$653.0K
36,343
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$619.0K
181,535
+3%
建仓
ALL
ALLSTATE CORP
+$604.0K
4,456
建仓
NVG
NUVEEN AMT FREE MUN CR INC F
+$579.0K
47,697
增持
TSLA
TESLA INC
-$560.0K
4,416
+6%
增持
IJK
ISHARES TR
+$538.0K
51,094
+9%
建仓
—
PIMCO MUN INCOME FD
+$511.0K
48,971
建仓
SCHF
SCHWAB STRATEGIC TR
+$499.0K
15,497
增持
SPY
SPDR S&P 500 ETF TR
+$497.0K
8,873
+9%
增持
MDYV
SPDR SER TR
+$468.0K
64,107
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$455.0K
16,946
+86%
增持
NWSA
NEWS CORP NEW
+$450.0K
127,235
+3%
增持
SPAB
SPDR SER TR
+$421.0K
201,975
+8%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$414.0K
9,438
增持
DES
WISDOMTREE TR
+$402.0K
145,018
+0%
增持
IJR
ISHARES TR
+$379.0K
41,633
+2%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$356.0K
1,073
增持
—
LABORATORY CORP AMER HLDGS
+$353.0K
9,557
+3%
增持
MDYG
SPDR SER TR
+$353.0K
55,907
+2%
增持
—
AMDOCS LTD
+$347.0K
27,933
+1%
减持
DWM
WISDOMTREE TR
-$341.0K
6,992
-58%
增持
DKS
DICKS SPORTING GOODS INC
+$339.0K
20,558
+1%
增持
CFG
CITIZENS FINL GROUP INC
+$331.0K
55,413
+3%
减持
AVDE
AMERICAN CENTY ETF TR
+$322.0K
84,150
-8%
增持
CDW
CDW CORP
+$321.0K
13,935
+0%
建仓
COMP
COMPASS INC
+$299.0K
128,192
增持
CRL
CHARLES RIV LABS INTL INC
+$283.0K
9,875
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$276.0K
5,870
-32%
减持
—
EXXON MOBIL CORP
+$268.0K
13,842
-4%
建仓
SCHG
SCHWAB STRATEGIC TR
+$267.0K
4,799
减持
—
EVEREST RE GROUP LTD
+$266.0K
7,247
-11%
建仓
SCHE
SCHWAB STRATEGIC TR
+$264.0K
11,145
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$259.0K
0
-100%
减持
DON
WISDOMTREE TR
+$253.0K
141,421
-4%
清仓
SCHX
SCHWAB STRATEGIC TR
-$248.0K
0
-100%
增持
SYY
SYSCO CORP
+$246.0K
27,112
+5%
建仓
PM
PHILIP MORRIS INTL INC
+$245.0K
2,423
减持
USHY
ISHARES TR
-$241.0K
39,280
-17%
建仓
MO
ALTRIA GROUP INC
+$238.0K
5,220
减持
COIN
COINBASE GLOBAL INC
-$234.0K
7,986
-0%
建仓
HYD
VANECK ETF TRUST
+$229.0K
4,535
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$229.0K
0
-100%
减持
GSIE
GOLDMAN SACHS ETF TR
+$228.0K
151,028
-9%
建仓
EFIV
SPDR SER TR
+$220.0K
5,994
减持
JBL
JABIL INC
+$219.0K
36,603
-7%
增持
VGT
VANGUARD WORLD FDS
+$210.0K
4,143
+14%
清仓
ARKK
ARK ETF TR
-$209.0K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$207.0K
1,664
建仓
TOWN
TOWNEBANK PORTSMOUTH VA
+$207.0K
6,727
清仓
IEFA
ISHARES TR
-$204.0K
0
-100%
建仓
AXSM
AXSOME THERAPEUTICS INC
+$203.0K
2,632
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$203.0K
43,403
-20%
建仓
HON
HONEYWELL INTL INC
+$201.0K
938
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$198.0K
0
-100%
减持
EEM
ISHARES TR
-$191.0K
6,079
-50%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$190.0K
79,546
-12%
增持
ITA
ISHARES TR
+$178.0K
4,335
+29%
减持
XLF
SELECT SECTOR SPDR TR
-$177.0K
15,018
-34%
增持
IVW
ISHARES TR
+$151.0K
61,903
+3%
减持
BA
BOEING CO
+$133.0K
2,239
-8%
增持
VTI
VANGUARD INDEX FDS
+$133.0K
11,346
+0%
增持
DLTR
DOLLAR TREE INC
+$130.0K
14,754
+3%
减持
WMT
WALMART INC
-$118.0K
3,239
-27%
减持
NVDA
NVIDIA CORPORATION
+$118.0K
4,807
-0%
减持
ELV
ELEVANCE HEALTH INC
+$104.0K
1,808
-0%
减持
AMGN
AMGEN INC
+$100.0K
2,734
-0%
减持
LOW
LOWES COS INC
-$94.0K
1,730
-26%
减持
UNH
UNITEDHEALTH GROUP INC
-$90.0K
1,356
-15%
减持
IJS
ISHARES TR
+$88.0K
10,855
-1%
减持
VOE
VANGUARD INDEX FDS
+$87.0K
8,713
-3%
减持
JPM
JPMORGAN CHASE & CO
+$84.0K
5,047
-11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$83.0K
2,505
-3%
增持
PFE
PFIZER INC
+$65.0K
6,716
+5%
减持
XLE
SELECT SECTOR SPDR TR
+$62.0K
4,285
-1%
减持
IVV
ISHARES TR
-$62.0K
752
-23%
增持
IJT
ISHARES TR
+$62.0K
9,478
+0%
减持
NULG
NUSHARES ETF TR
-$60.0K
9,724
-16%
增持
ESGD
ISHARES TR
+$60.0K
4,457
+7%
减持
GLD
SPDR GOLD TR
-$55.0K
2,742
-18%
增持
PEP
PEPSICO INC
+$55.0K
2,131
+6%
减持
EWBC
EAST WEST BANCORP INC
-$54.0K
6,820
-9%
增持
EPAM
EPAM SYS INC
-$51.0K
6,027
+8%
减持
V
VISA INC
+$51.0K
1,779
-0%
减持
NULV
NUSHARES ETF TR
-$47.0K
14,997
-17%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$47.0K
897
-3%
减持
ICLN
ISHARES TR
+$44.0K
59,912
-0%
减持
IHI
ISHARES TR
+$43.0K
9,699
-2%
减持
HD
HOME DEPOT INC
+$40.0K
1,213
-3%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$38.0K
23,704
-12%
减持
VOT
VANGUARD INDEX FDS
+$32.0K
6,790
-3%
