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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 20
增持 59
减持 47
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
XLI
SELECT SECTOR SPDR TR
+$87.8M
708,254
+5668%
清仓
IUSB
ISHARES TR
-$67.6M
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$65.0M
12,232
-99%
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
SLYG
SPDR SER TR
-$45.9M
91,317
-86%
增持
VUG
VANGUARD INDEX FDS
+$42.3M
714,064
+9%
减持
GSLC
GOLDMAN SACHS ETF TR
+$40.3M
4,974,594
-2%
清仓
AGG
ISHARES TR
-$26.3M
0
-100%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$25.9M
6,767,926
+12%
增持
WMT
WALMART INC
+$17.7M
882,795
+293%
增持
TOTL
SSGA ACTIVE ETF TR
+$15.2M
7,072,828
+6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$14.7M
19,360
-94%
建仓
CWI
SPDR INDEX SHS FDS
+$13.9M
488,421
减持
FNDX
SCHWAB STRATEGIC TR
+$11.0M
2,660,933
-2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$10.5M
2,280,061
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$10.1M
8,744
-72%
增持
USFR
WISDOMTREE TR
+$9.9M
2,447,887
+9%
增持
CVX
CHEVRON CORP NEW
+$9.9M
334,778
+16%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$8.8M
48,886
+0%
减持
PG
PROCTER AND GAMBLE CO
-$8.7M
26,519
-70%
增持
XLV
SELECT SECTOR SPDR TR
+$8.0M
593,073
+2%
增持
DE
DEERE & CO
+$7.5M
126,477
+14%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$7.5M
147,472
减持
MCK
MCKESSON CORP
+$7.4M
101,879
-0%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$7.2M
0
-100%
清仓
CMF
ISHARES TR
-$6.9M
0
-100%
增持
MET
METLIFE INC
+$6.3M
723,491
+1%
减持
MA
MASTERCARD INCORPORATED
+$5.8M
114,846
-1%
减持
AMZN
AMAZON COM INC
+$5.8M
324,629
-7%
增持
VXF
VANGUARD INDEX FDS
+$5.8M
34,643
+1674%
增持
CSCO
CISCO SYS INC
+$5.7M
963,468
+15%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.3M
88,935
+2%
增持
GOOGL
ALPHABET INC
+$5.0M
347,303
+2%
减持
IJR
ISHARES TR
-$4.9M
2,345
-95%
增持
IGM
ISHARES TR
+$4.1M
1,009,071
+446%
减持
META
META PLATFORMS INC
+$3.8M
108,155
-21%
增持
AAPL
APPLE INC
-$3.6M
308,396
+5%
减持
MSFT
MICROSOFT CORP
+$3.5M
137,688
-5%
增持
MRK
MERCK & CO INC
+$3.4M
127,854
+4%
增持
NEE
NEXTERA ENERGY INC
+$3.3M
263,517
+18%
减持
VTV
VANGUARD INDEX FDS
+$3.2M
265,073
-1%
增持
FCX
FREEPORT-MCMORAN INC
+$2.8M
373,031
+8%
减持
EPAM
EPAM SYS INC
-$2.8M
1,178
-89%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$2.5M
5,842
减持
CRM
SALESFORCE INC
+$2.5M
177,939
-8%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$2.1M
0
-100%
减持
IDEV
ISHARES TR
+$1.8M
595,747
-1%
清仓
HYD
VANECK ETF TRUST
-$1.7M
0
-100%
减持
AMAT
APPLIED MATLS INC
+$1.4M
81,632
-14%
增持
SPAB
SPDR SER TR
+$1.2M
296,803
+22%
减持
VOO
VANGUARD INDEX FDS
-$1.2M
1,204
-71%
减持
NVDA
NVIDIA CORPORATION
+$1.2M
4,510
-22%
减持
SPDW
SPDR INDEX SHS FDS
+$1.1M
5,947,385
-5%
增持
SPEM
SPDR INDEX SHS FDS
+$1.1M
445,102
+5%
清仓
LQD
ISHARES TR
-$1.1M
0
-100%
减持
IDV
ISHARES TR
-$1.0M
642,721
-6%
增持
SLYV
SPDR SER TR
+$947.5K
112,601
+12%
减持
TFLO
ISHARES TR
-$933.6K
27,114
-41%
清仓
ICLN
ISHARES TR
-$933.0K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$917.1K
335,495
+1%
增持
IVW
ISHARES TR
+$810.6K
62,715
+5%
增持
—
BLACKROCK INC
+$779.8K
19,189
+2%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$716.1K
86,770
+3%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$695.0K
0
-100%
增持
J
JACOBS SOLUTIONS INC
+$678.0K
20,731
+7%
增持
ELV
ELEVANCE HEALTH INC
+$600.4K
7,720
+7%
减持
MS
MORGAN STANLEY
-$564.6K
6,451
-49%
增持
DES
WISDOMTREE TR
+$512.1K
175,830
+8%
清仓
VB
VANGUARD INDEX FDS
-$508.0K
0
-100%
增持
—
EVEREST GROUP LTD
+$505.5K
7,529
+7%
增持
VYM
VANGUARD WHITEHALL FDS
+$451.8K
42,886
+1%
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$446.0K
0
-100%
增持
IVV
ISHARES TR
+$445.4K
1,842
+68%
增持
VTI
VANGUARD INDEX FDS
+$436.3K
12,136
+6%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$400.0K
0
-100%
增持
JBL
JABIL INC
+$375.4K
22,557
+9%
增持
AVDE
AMERICAN CENTY ETF TR
+$373.0K
89,081
+1%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$370.2K
12,535
增持
DEM
WISDOMTREE TR
+$370.1K
317,234
+0%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$363.8K
21,152
-3%
减持
DON
WISDOMTREE TR
+$358.7K
138,809
-1%
减持
CDW
CDW CORP
+$351.0K
13,269
-1%
清仓
IWF
ISHARES TR
-$340.0K
0
-100%
清仓
ZIP
ZIPRECRUITER INC
-$336.0K
0
-100%
增持
TSLA
TESLA INC
-$332.8K
6,697
+10%
减持
WCN
WASTE CONNECTIONS INC
+$327.2K
18,489
-3%
减持
BA
BOEING CO
-$305.6K
1,847
-27%
建仓
TMFG
RBB FD INC
+$304.7K
10,052
建仓
SCHP
SCHWAB STRATEGIC TR
+$303.8K
5,825
清仓
NVS
NOVARTIS AG
-$299.0K
0
-100%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$294.3K
5,426
建仓
NSC
NORFOLK SOUTHN CORP
+$293.3K
1,151
增持
NULG
NUSHARES ETF TR
+$284.7K
11,113
+37%
增持
MDYV
SPDR SER TR
+$283.6K
64,140
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$279.3K
8,769
+13%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$276.8K
29,378
+13%
减持
MUB
ISHARES TR
-$272.4K
2,849
-47%
建仓
KNSL
KINSALE CAP GROUP INC
+$267.1K
509
减持
IJT
ISHARES TR
-$263.8K
6,572
-27%
减持
UNH
UNITEDHEALTH GROUP INC
-$258.2K
1,287
-24%
清仓
NFLX
NETFLIX INC
-$253.0K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$252.0K
0
-100%
清仓
DNOV
FIRST TR EXCHNG TRADED FD VI
-$252.0K
0
-100%
增持
NULV
NUSHARES ETF TR
+$251.6K
18,337
+43%
建仓
CELH
CELSIUS HLDGS INC
+$248.8K
3,000
建仓
AMD
ADVANCED MICRO DEVICES INC
+$241.7K
1,339
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$236.0K
0
-100%
建仓
COWZ
PACER FDS TR
+$231.6K
3,985
增持
PEP
PEPSICO INC
+$231.0K
17,239
+5%
清仓
ZTS
ZOETIS INC
-$231.0K
0
-100%
增持
—
AMDOCS LTD
+$227.0K
31,726
+6%
清仓
USMV
ISHARES TR
-$226.0K
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW
+$220.8K
4,862
建仓
ALL
ALLSTATE CORP
+$219.9K
1,271
建仓
ESGE
ISHARES INC
+$219.5K
6,809
清仓
—
EATON CORP PLC
-$211.0K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$207.6K
3,572
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$206.1K
2,000
建仓
MTUM
ISHARES TR
+$203.8K
1,088
减持
—
EXXON MOBIL CORP
+$200.5K
13,726
-2%
建仓
BAC
BANK AMERICA CORP
+$200.5K
5,288
清仓
TOWN
TOWNEBANK PORTSMOUTH VA
-$200.0K
0
-100%
清仓
FCAL
FIRST TR EXCH TRADED FD III
-$200.0K
0
-100%
增持
QYLD
GLOBAL X FDS
+$190.1K
33,226
+42%
减持
ADBE
ADOBE INC
-$186.5K
873
-17%
增持
FNDA
SCHWAB STRATEGIC TR
+$170.4K
25,801
+10%
减持
VOT
VANGUARD INDEX FDS
-$163.7K
5,214
-18%
增持
PLD
PROLOGIS INC.
+$162.5K
117,221
+3%
减持
VBK
VANGUARD INDEX FDS
-$158.2K
3,535
-21%
减持
IJK
ISHARES TR
-$154.3K
45,990
-16%
减持
IJJ
ISHARES TR
+$150.6K
39,256
-0%
减持
AJG
GALLAGHER ARTHUR J & CO
+$146.0K
6,283
-1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$117.3K
59,493
+10%
减持
JPM
JPMORGAN CHASE & CO
+$116.0K
5,242
-5%
增持
ESGD
ISHARES TR
+$108.8K
4,252
+40%
增持
VOE
VANGUARD INDEX FDS
+$100.6K
8,028
+1%
减持
IJS
ISHARES TR
-$93.9K
9,732
-8%
减持
QQQ
INVESCO QQQ TR
+$88.1K
5,085
-4%
建仓
—
AVID BIOSERVICES INC
+$85.2K
12,715
增持
HD
HOME DEPOT INC
+$84.5K
1,492
+6%
增持
D
DOMINION ENERGY INC
+$83.7K
6,805
+28%
增持
—
LABORATORY CORP AMER HLDGS
+$82.5K
13,232
+7%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$79.2K
8,791
-27%
增持
F
FORD MTR CO DEL
+$74.9K
59,861
+1%
增持
TMUS
T-MOBILE US INC
+$74.8K
18,520
+1%
减持
GSIE
GOLDMAN SACHS ETF TR
-$73.9K
133,424
-6%
减持
AMGN
AMGEN INC
-$73.3K
2,767
-7%
增持
ABBV
ABBVIE INC
+$70.6K
1,739
+9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$60.0K
154,298
-1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$58.8K
802
+17%
减持
AVGO
BROADCOM INC
+$57.7K
43,535
-16%
