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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 12
增持 82
减持 44
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
GSLC
GOLDMAN SACHS ETF TR
+$27.5M
4,030,687
+1%
减持
VUG
VANGUARD INDEX FDS
+$21.5M
678,867
-1%
增持
TOTL
SSGA ACTIVE ETF TR
+$17.7M
6,946,499
+8%
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
FNDX
SCHWAB STRATEGIC TR
+$16.9M
2,571,532
+8%
增持
MCK
MCKESSON CORP
+$8.4M
113,102
+1%
增持
SPDW
SPDR INDEX SHS FDS
+$7.8M
5,717,874
+3%
减持
VLUE
ISHARES TR
-$6.7M
15,185
-83%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$6.1M
2,425,610
-1%
增持
MET
METLIFE INC
+$5.6M
768,318
+18%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$5.0M
5,667,789
+4%
增持
SLYG
SPDR SER TR
+$4.5M
608,155
+6%
增持
MA
MASTERCARD INCORPORATED
+$4.0M
116,042
+1%
减持
IGM
ISHARES TR
+$4.0M
192,499
-9%
减持
AMZN
AMAZON COM INC
+$3.7M
371,102
-14%
增持
XLV
SELECT SECTOR SPDR TR
+$3.7M
551,038
+3%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$3.2M
48,187
-5%
减持
MSFT
MICROSOFT CORP
+$2.7M
148,580
-11%
建仓
MDLZ
MONDELEZ INTL INC
+$2.6M
34,996
减持
AVGO
BROADCOM INC
+$2.5M
53,416
-22%
增持
WMT
WALMART INC
+$2.5M
18,637
+499%
建仓
TMUS
T-MOBILE US INC
+$2.4M
17,292
清仓
NWSA
NEWS CORP NEW
-$2.3M
0
-100%
减持
AAPL
APPLE INC
+$2.3M
291,506
-11%
清仓
DLTR
DOLLAR TREE INC
-$2.2M
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$2.1M
1,056,422
+7%
减持
XLI
SELECT SECTOR SPDR TR
-$2.1M
15,699
-58%
清仓
CFG
CITIZENS FINL GROUP INC
-$2.0M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.9M
77,596
+6%
增持
CVX
CHEVRON CORP NEW
+$1.7M
263,445
+8%
减持
AGG
ISHARES TR
-$1.7M
12,353
-58%
建仓
TFLO
ISHARES TR
+$1.5M
30,404
减持
AMAT
APPLIED MATLS INC
+$1.5M
92,548
-4%
增持
FCX
FREEPORT-MCMORAN INC
+$1.5M
317,401
+16%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
292,181
+1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.4M
319,899
+6%
增持
MS
MORGAN STANLEY
+$1.4M
471,008
+6%
增持
USFR
WISDOMTREE TR
+$1.3M
1,497,035
+2%
增持
—
BLACKROCK INC
+$1.2M
16,992
+8%
减持
GOOGL
ALPHABET INC
+$1.2M
368,955
-11%
增持
XLP
SELECT SECTOR SPDR TR
+$1.1M
977,455
+2%
增持
DE
DEERE & CO
+$1.1M
104,776
+5%
增持
MRK
MERCK & CO INC
+$1.1M
108,476
+1%
增持
DEM
WISDOMTREE TR
+$1.0M
200,923
+14%
清仓
BND
VANGUARD BD INDEX FDS
-$1.0M
0
-100%
增持
IDEV
ISHARES TR
+$772.0K
578,238
+1%
增持
NVDA
NVIDIA CORPORATION
+$684.0K
4,643
+1%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$541.0K
24,151
+4%
减持
XLF
SELECT SECTOR SPDR TR
-$499.0K
9,372
-63%
清仓
FLOT
ISHARES TR
-$496.0K
0
-100%
增持
DES
WISDOMTREE TR
+$472.0K
158,605
+11%
增持
SLYV
SPDR SER TR
+$452.0K
95,368
+5%
增持
NEE
NEXTERA ENERGY INC
+$451.0K
536,094
+5%
增持
IJR
ISHARES TR
+$441.0K
44,630
+8%
减持
VTV
VANGUARD INDEX FDS
+$428.0K
258,209
-2%
减持
IVW
ISHARES TR
+$418.0K
66,592
-1%
建仓
KIE
SPDR SER TR
+$409.0K
10,017
增持
CSCO
CISCO SYS INC
+$386.0K
243,827
+4%
增持
IDV
ISHARES TR
+$378.0K
648,076
+7%
清仓
EWBC
EAST WEST BANCORP INC
-$377.0K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$362.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$350.0K
7,839
+31%
增持
SCHX
SCHWAB STRATEGIC TR
+$348.0K
10,654
+145%
增持
DON
WISDOMTREE TR
+$323.0K
137,972
+3%
建仓
VXF
VANGUARD INDEX FDS
+$319.0K
2,141
增持
FMB
FIRST TR EXCH TRADED FD III
+$306.0K
147,150
+5%
建仓
NVS
NOVARTIS AG
+$303.0K
3,008
清仓
DFNM
DIMENSIONAL ETF TRUST
-$300.0K
0
-100%
增持
IJJ
ISHARES TR
+$297.0K
40,760
+3%
增持
TSLA
TESLA INC
+$292.0K
4,648
+4%
增持
PLD
PROLOGIS INC.
+$288.0K
97,166
+4%
建仓
GOOG
ALPHABET INC
+$281.0K
2,321
清仓
MTUM
ISHARES TR
-$280.0K
0
-100%
减持
AVDE
AMERICAN CENTY ETF TR
-$274.0K
84,786
-6%
增持
CRL
CHARLES RIV LABS INTL INC
+$263.0K
11,596
+8%
增持
SPEM
SPDR INDEX SHS FDS
+$258.0K
500,474
+1%
建仓
MCD
MCDONALDS CORP
+$255.0K
854
增持
QQQ
INVESCO QQQ TR
+$249.0K
4,985
+1%
清仓
MUNI
PIMCO ETF TR
-$243.0K
0
-100%
增持
—
LABORATORY CORP AMER HLDGS
+$236.0K
10,405
+5%
减持
DVYE
ISHARES INC
-$233.0K
250,348
-4%
清仓
BAC
BANK AMERICA CORP
-$231.0K
0
-100%
清仓
VFH
VANGUARD WORLD FDS
-$227.0K
0
-100%
增持
IJK
ISHARES TR
+$222.0K
58,282
+0%
增持
SPAB
SPDR SER TR
+$216.0K
235,593
+5%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$215.0K
1,607
增持
AJG
GALLAGHER ARTHUR J & CO
+$211.0K
7,095
+1%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$209.0K
5,619
建仓
ZTS
ZOETIS INC
+$205.0K
1,192
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$202.0K
25,273
-14%
减持
GSIE
GOLDMAN SACHS ETF TR
-$192.0K
134,886
-6%
增持
PFE
PFIZER INC
+$187.0K
12,769
+85%
增持
META
META PLATFORMS INC
+$177.0K
2,069
+5%
减持
VGT
VANGUARD WORLD FDS
+$171.0K
3,940
-3%
增持
PEP
PEPSICO INC
+$170.0K
14,796
+5%
增持
VBK
VANGUARD INDEX FDS
+$163.0K
4,861
+10%
增持
XOP
SPDR SER TR
+$162.0K
3,896
+46%
减持
VOO
VANGUARD INDEX FDS
-$160.0K
1,047
-33%
增持
VOT
VANGUARD INDEX FDS
+$158.0K
6,877
+7%
减持
VTI
VANGUARD INDEX FDS
+$158.0K
11,062
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$156.0K
2,721
+9%
增持
F
FORD MTR CO DEL
+$156.0K
61,138
+0%
增持
WCN
WASTE CONNECTIONS INC
+$155.0K
17,705
+4%
增持
CDW
CDW CORP
+$153.0K
13,614
+13%
增持
—
AMDOCS LTD
+$145.0K
26,862
+3%
增持
IWR
ISHARES TR
+$144.0K
6,418
+38%
减持
JBL
JABIL INC
+$138.0K
25,055
-14%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$135.0K
984
+10%
减持
LQD
ISHARES TR
-$132.0K
14,608
-6%
增持
VYM
VANGUARD WHITEHALL FDS
+$118.0K
45,375
+2%
减持
MDYV
SPDR SER TR
+$114.0K
57,996
-1%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
+$108.0K
84,363
-3%
减持
IWF
ISHARES TR
-$104.0K
814
-39%
减持
APLE
APPLE HOSPITALITY REIT INC
-$83.0K
17,573
-22%
增持
NSC
NORFOLK SOUTHN CORP
+$74.0K
1,681
+16%
减持
JPM
JPMORGAN CHASE & CO
+$66.0K
5,113
-2%
减持
ESGD
ISHARES TR
-$62.0K
3,611
-20%
增持
GLD
SPDR GOLD TR
+$61.0K
3,174
+15%
增持
VOE
VANGUARD INDEX FDS
+$61.0K
8,242
+2%
增持
—
PIMCO MUN INCOME FD
+$60.0K
53,252
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$58.0K
324,400
-2%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$57.0K
49,136
+5%
增持
HD
HOME DEPOT INC
+$55.0K
1,416
+9%
增持
IJT
ISHARES TR
+$55.0K
9,265
+1%
增持
IJS
ISHARES TR
+$54.0K
10,343
+4%
增持
AMGN
AMGEN INC
-$48.0K
2,762
+1%
减持
ABBV
ABBVIE INC
-$47.0K
1,730
-1%
减持
T
AT&T INC
-$45.0K
10,035
-6%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$41.0K
20,624
-7%
减持
NULG
NUSHARES ETF TR
+$39.0K
9,530
-4%
减持
MDYG
SPDR SER TR
+$36.0K
53,610
-4%
增持
VHT
VANGUARD WORLD FDS
+$34.0K
4,904
+0%
减持
JNJ
JOHNSON & JOHNSON
+$32.0K
4,221
-2%
增持
ITA
ISHARES TR
+$31.0K
4,466
+5%
增持
DIS
DISNEY WALT CO
+$31.0K
434,450
+12%
减持
COIN
COINBASE GLOBAL INC
+$29.0K
7,885
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$28.0K
7,322
-8%
增持
QYLD
GLOBAL X FDS
+$27.0K
14,248
+8%
增持
V
VISA INC
+$27.0K
1,769
+2%
增持
ABT
ABBOTT LABS
+$25.0K
2,306
+3%
建仓
BEAT
HEARTBEAM INC
+$24.0K
10,000
增持
—
EVEREST RE GROUP LTD
-$23.0K
6,854
+4%
增持
D
DOMINION ENERGY INC
-$22.0K
6,323
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$21.0K
1,324
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$16.0K
178,055
-0%
减持
XNTK
SPDR SER TR
-$13.0K
1,791
-17%
减持
FNDA
SCHWAB STRATEGIC TR
+$13.0K
23,320
-2%
增持
—
EXXON MOBIL CORP
+$12.0K
13,567
+3%
增持
EPAM
EPAM SYS INC
+$12.0K
10,136
+34%
减持
LOW
LOWES COS INC
+$11.0K
1,415
-8%
增持
TFC
TRUIST FINL CORP
+$10.0K
8,626
+17%
