小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 5
增持 79
减持 59
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
XLU
SELECT SECTOR SPDR TR
-$68.7M
8,049
-99%
增持
GSLC
GOLDMAN SACHS ETF TR
+$52.1M
4,795,847
+19%
减持
VUG
VANGUARD INDEX FDS
-$14.9M
650,573
-4%
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
AAPL
APPLE INC
-$6.1M
294,716
+1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$5.8M
2,260,253
-7%
增持
CVX
CHEVRON CORP NEW
+$5.2M
276,519
+5%
增持
NEE
NEXTERA ENERGY INC
-$4.6M
614,652
+15%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$4.0M
5,857,317
+3%
减持
IGM
ISHARES TR
-$3.3M
189,336
-2%
增持
MSFT
MICROSOFT CORP
-$3.2M
150,257
+1%
减持
AMZN
AMAZON COM INC
-$2.8M
358,592
-3%
建仓
J
JACOBS SOLUTIONS INC
+$2.4M
17,902
清仓
DKS
DICKS SPORTING GOODS INC
-$2.3M
0
-100%
增持
USFR
WISDOMTREE TR
+$2.2M
1,540,168
+3%
增持
DE
DEERE & CO
-$1.7M
107,909
+3%
增持
SPDW
SPDR INDEX SHS FDS
+$1.7M
6,055,557
+6%
减持
GOOGL
ALPHABET INC
+$1.7M
350,405
-5%
增持
XLP
SELECT SECTOR SPDR TR
-$1.7M
1,029,403
+5%
增持
AVGO
BROADCOM INC
-$1.6M
53,857
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$1.5M
49,019
+2%
减持
MET
METLIFE INC
+$1.5M
713,811
-7%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.2M
7,319,120
+5%
清仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$1.0M
0
-100%
增持
SLYG
SPDR SER TR
-$1.0M
624,867
+3%
增持
FNDX
SCHWAB STRATEGIC TR
-$961.0K
2,627,857
+2%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$935.0K
11,615
增持
DEM
WISDOMTREE TR
+$885.0K
228,764
+14%
增持
XLV
SELECT SECTOR SPDR TR
+$871.0K
574,879
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$801.0K
81,567
+5%
增持
VYMI
VANGUARD WHITEHALL FDS
+$745.0K
338,714
+6%
增持
PG
PROCTER AND GAMBLE CO
-$669.0K
299,378
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$663.0K
327,477
+1%
增持
IDV
ISHARES TR
+$622.0K
696,326
+7%
增持
MRK
MERCK & CO INC
-$586.0K
115,896
+7%
增持
FCX
FREEPORT-MCMORAN INC
-$576.0K
325,023
+2%
增持
AGG
ISHARES TR
+$571.0K
18,945
+53%
减持
MCK
MCKESSON CORP
+$547.0K
112,397
-1%
减持
VLUE
ISHARES TR
-$527.0K
9,891
-35%
增持
JBL
JABIL INC
+$509.0K
25,327
+1%
减持
IVW
ISHARES TR
-$504.0K
61,240
-8%
增持
VTV
VANGUARD INDEX FDS
-$478.0K
262,554
+2%
减持
LQD
ISHARES TR
-$476.0K
10,826
-26%
增持
PLD
PROLOGIS INC.
-$449.0K
102,187
+5%
减持
FMB
FIRST TR EXCH TRADED FD III
-$448.0K
143,389
-3%
清仓
NSC
NORFOLK SOUTHN CORP
-$381.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$373.0K
116,217
+0%
减持
XLI
SELECT SECTOR SPDR TR
-$365.0K
13,007
-17%
减持
DVYE
ISHARES INC
-$353.0K
242,698
-3%
增持
AMAT
APPLIED MATLS INC
-$350.0K
94,093
+2%
增持
EPAM
EPAM SYS INC
+$339.0K
10,236
+1%
增持
—
EVEREST GROUP LTD
+$313.0K
7,145
+4%
增持
SLYV
SPDR SER TR
-$281.0K
97,835
+3%
减持
TFLO
ISHARES TR
-$278.0K
24,882
-18%
增持
—
AMDOCS LTD
-$253.0K
28,430
+6%
建仓
KNSL
KINSALE CAP GROUP INC
+$248.0K
598
增持
IJJ
ISHARES TR
-$244.0K
40,844
+0%
清仓
SCHE
SCHWAB STRATEGIC TR
-$244.0K
0
-100%
增持
MS
MORGAN STANLEY
+$234.0K
495,377
+5%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$217.0K
81,807
-3%
建仓
AXSM
AXSOME THERAPEUTICS INC
+$212.0K
3,037
增持
—
BLACKROCK INC
-$211.0K
17,840
+5%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$211.0K
22,155
-12%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$209.0K
0
-100%
减持
CDW
CDW CORP
+$208.0K
13,411
-1%
增持
WMT
WALMART INC
+$192.0K
19,516
+5%
增持
IDEV
ISHARES TR
-$188.0K
603,183
+4%
增持
SPAB
SPDR SER TR
+$175.0K
252,743
+7%
减持
F
FORD MTR CO DEL
-$166.0K
61,123
-0%
减持
IJK
ISHARES TR
-$162.0K
58,271
-0%
清仓
T
AT&T INC
-$160.0K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$155.0K
517,165
+3%
减持
IWB
ISHARES TR
-$148.0K
1,141
-33%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$147.0K
3,070
+13%
增持
TMUS
T-MOBILE US INC
+$140.0K
18,145
+5%
减持
—
EXXON MOBIL CORP
+$136.0K
13,529
-0%
减持
SCHF
SCHWAB STRATEGIC TR
-$128.0K
12,495
-19%
减持
VOT
VANGUARD INDEX FDS
-$127.0K
6,611
-4%
建仓
SHBI
SHORE BANCSHARES INC
+$122.0K
11,594
增持
DIS
DISNEY WALT CO
+$121.0K
480,054
+10%
减持
IHI
ISHARES TR
-$118.0K
8,184
-10%
增持
QYLD
GLOBAL X FDS
+$109.0K
21,565
+51%
增持
IJR
ISHARES TR
-$106.0K
46,026
+3%
增持
VYM
VANGUARD WHITEHALL FDS
-$106.0K
45,549
+0%
减持
COIN
COINBASE GLOBAL INC
-$105.0K
6,110
-23%
增持
VGT
VANGUARD WORLD FDS
-$101.0K
3,955
+0%
减持
QQQ
INVESCO QQQ TR
-$101.0K
4,855
-3%
减持
CSCO
CISCO SYS INC
+$101.0K
236,544
-3%
减持
XOP
SPDR SER TR
-$96.0K
2,743
-30%
增持
PEP
PEPSICO INC
-$96.0K
15,606
+5%
增持
DES
WISDOMTREE TR
+$95.0K
165,318
+4%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$95.0K
23,797
-1%
增持
—
LABORATORY CORP AMER HLDGS
-$92.0K
12,032
+16%
减持
ITA
ISHARES TR
-$90.0K
4,066
-9%
增持
AVDE
AMERICAN CENTY ETF TR
-$85.0K
85,925
+1%
减持
XLF
SELECT SECTOR SPDR TR
-$83.0K
7,040
-25%
减持
D
DOMINION ENERGY INC
-$82.0K
5,492
-13%
增持
GSIE
GOLDMAN SACHS ETF TR
-$82.0K
138,092
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$79.0K
7,680
-2%
增持
MDYV
SPDR SER TR
-$78.0K
60,295
+4%
增持
RPG
INVESCO EXCHANGE TRADED FD T
-$75.0K
16,079
+338%
减持
IJT
ISHARES TR
-$74.0K
9,030
-3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$74.0K
2,902
-24%
增持
CRL
CHARLES RIV LABS INTL INC
-$74.0K
12,061
+4%
减持
VOE
VANGUARD INDEX FDS
-$73.0K
8,156
-1%
减持
VHT
VANGUARD WORLD FDS
-$69.0K
4,814
-2%
减持
IJS
ISHARES TR
-$63.0K
10,333
-0%
减持
FNDA
SCHWAB STRATEGIC TR
-$62.0K
22,978
-1%
增持
—
PIMCO MUN INCOME FD
-$55.0K
58,571
+10%
减持
AJG
GALLAGHER ARTHUR J & CO
+$52.0K
7,063
-0%
增持
VBK
VANGUARD INDEX FDS
-$49.0K
4,985
+3%
减持
SMLF
ISHARES TR
-$48.0K
20,288
-1%
减持
MCD
MCDONALDS CORP
-$45.0K
796
-7%
减持
PFE
PFIZER INC
-$45.0K
12,743
-0%
减持
VB
VANGUARD INDEX FDS
-$43.0K
2,448
-3%
增持
WCN
WASTE CONNECTIONS INC
-$37.0K
18,575
+5%
增持
VTI
VANGUARD INDEX FDS
-$36.0K
11,303
+2%
增持
META
META PLATFORMS INC
+$35.0K
2,094
+1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$33.0K
50,845
+3%
减持
ABT
ABBOTT LABS
-$30.0K
2,286
-1%
减持
LOW
LOWES COS INC
-$29.0K
1,395
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$29.0K
185,465
+4%
减持
GLD
SPDR GOLD TR
-$28.0K
3,131
-1%
减持
IVV
ISHARES TR
-$27.0K
898
-3%
增持
SPY
SPDR S&P 500 ETF TR
-$25.0K
7,533
+3%
增持
GOOG
ALPHABET INC
+$25.0K
2,325
+0%
清仓
BEAT
HEARTBEAM INC
-$24.0K
0
-100%
增持
TSLA
TESLA INC
-$23.0K
4,772
+3%
减持
NULG
NUSHARES ETF TR
-$23.0K
9,510
-0%
减持
ABBV
ABBVIE INC
+$23.0K
1,713
-1%
减持
V
VISA INC
-$22.0K
1,731
-2%
增持
ELV
ELEVANCE HEALTH INC
-$20.0K
2,219
+0%
增持
VOO
VANGUARD INDEX FDS
+$19.0K
1,136
+9%
增持
ARKK
ARK ETF TR
-$19.0K
5,696
+3%
减持
JPM
JPMORGAN CHASE & CO
-$16.0K
5,010
-2%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$16.0K
12,607
-5%
增持
NULV
NUSHARES ETF TR
-$15.0K
15,374
+0%
增持
ESGD
ISHARES TR
-$14.0K
3,618
+0%
减持
HD
HOME DEPOT INC
-$14.0K
1,405
-1%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$14.0K
12,703
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$13.0K
1,623
+1%
增持
JNJ
JOHNSON & JOHNSON
-$13.0K
4,404
+4%
减持
XNTK
SPDR SER TR
-$13.0K
1,737
-3%
增持
TFC
TRUIST FINL CORP
-$13.0K
8,690
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$13.0K
1,289
-3%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$12.0K
12,036
-5%
增持
BA
BOEING CO
+$12.0K
2,254
+13%
增持
NVS
NOVARTIS AG
+$10.0K
3,074
+2%
增持
DON
WISDOMTREE TR
+$10.0K
141,872
+3%
增持
MDYG
SPDR SER TR
+$9.0K
55,682
+4%
增持
PM
PHILIP MORRIS INTL INC
-$9.0K
2,316
+1%
