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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 83
增持 49
减持 16
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
SPDW
SPDR INDEX SHS FDS
-$179.7M
952,303
-84%
增持
IGM
ISHARES TR
+$81.2M
1,783,263
+77%
减持
GSLC
GOLDMAN SACHS ETF TR
-$66.6M
4,204,850
-15%
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
UBER
UBER TECHNOLOGIES INC
+$58.0M
797,431
增持
XLF
SELECT SECTOR SPDR TR
+$57.9M
1,415,746
+22727%
减持
DE
DEERE & CO
-$51.3M
1,772
-99%
减持
CSCO
CISCO SYS INC
-$45.7M
49,261
-95%
减持
XLI
SELECT SECTOR SPDR TR
-$39.1M
411,276
-42%
增持
AAPL
APPLE INC
+$33.2M
408,797
+33%
增持
NEE
NEXTERA ENERGY INC
+$33.2M
706,032
+168%
建仓
XLE
SELECT SECTOR SPDR TR
+$32.0M
350,954
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$29.1M
7,530,581
+11%
减持
XLV
SELECT SECTOR SPDR TR
-$28.5M
405,346
-32%
增持
VUG
VANGUARD INDEX FDS
+$23.1M
718,819
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$21.9M
399,100
+7255%
减持
IDV
ISHARES TR
-$17.5M
17,405
-97%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$16.7M
43,567
增持
IVV
ISHARES TR
+$14.7M
28,665
+1456%
建仓
SCHD
SCHWAB STRATEGIC TR
+$12.6M
161,849
增持
SPY
SPDR S&P 500 ETF TR
+$12.3M
31,043
+255%
增持
QQQ
INVESCO QQQ TR
+$11.3M
28,376
+458%
增持
MSFT
MICROSOFT CORP
+$10.7M
153,446
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$9.7M
215,808
+1015%
减持
GOOGL
ALPHABET INC
+$9.2M
338,519
-3%
建仓
ITOT
ISHARES TR
+$8.8M
74,358
增持
VTV
VANGUARD INDEX FDS
+$8.6M
322,634
+22%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$8.1M
53,208
+507%
增持
TOTL
SSGA ACTIVE ETF TR
+$7.5M
7,321,555
+4%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$7.4M
162,551
增持
AMZN
AMAZON COM INC
+$7.3M
340,628
+5%
增持
VTI
VANGUARD INDEX FDS
+$6.8M
37,232
+207%
建仓
LRGF
ISHARES TR
+$6.6M
119,209
建仓
IXN
ISHARES TR
+$6.2M
74,658
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.2M
288,102
+87%
增持
NVDA
NVIDIA CORPORATION
+$5.9M
80,816
+1692%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.5M
168,013
建仓
VB
VANGUARD INDEX FDS
+$5.2M
23,920
建仓
SCHK
SCHWAB STRATEGIC TR
+$5.2M
99,563
增持
SPEM
SPDR INDEX SHS FDS
+$5.1M
562,045
+26%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$5.0M
2,370,646
+4%
增持
CRM
SALESFORCE INC
-$4.8M
189,744
+7%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.8M
83,893
+738%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$4.7M
115,095
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.6M
13,865
+462%
建仓
IOO
ISHARES TR
+$4.5M
46,206
增持
PLD
PROLOGIS INC.
+$4.4M
174,658
+49%
建仓
MOTG
VANECK ETF TRUST
+$4.3M
120,627
增持
GOOG
ALPHABET INC
+$4.3M
25,513
+871%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$4.3M
50,705
减持
WMT
WALMART INC
+$4.2M
846,875
-4%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$4.2M
142,889
建仓
IEMG
ISHARES INC
+$4.1M
76,829
增持
META
META PLATFORMS INC
+$3.9M
111,955
+4%
建仓
OEF
ISHARES TR
+$3.9M
14,826
增持
USFR
WISDOMTREE TR
+$3.8M
2,521,834
+3%
增持
VGT
VANGUARD WORLD FD
+$3.6M
9,489
+169%
增持
VOO
VANGUARD INDEX FDS
+$3.6M
8,304
+590%
减持
AVGO
BROADCOM INC
+$3.5M
38,112
-12%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$3.5M
35,837
增持
IJR
ISHARES TR
+$3.4M
34,244
+1360%
增持
JPM
JPMORGAN CHASE & CO.
+$3.4M
21,921
+318%
建仓
—
SIREN ETF TR
+$3.4M
86,069
建仓
VO
VANGUARD INDEX FDS
+$3.4M
13,850
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$3.1M
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$3.1M
65,475
建仓
CSX
CSX CORP
+$3.1M
91,777
建仓
USMV
ISHARES TR
+$3.1M
36,551
建仓
VXUS
VANGUARD STAR FDS
+$3.0M
49,177
建仓
VBR
VANGUARD INDEX FDS
+$2.9M
16,139
清仓
—
LABORATORY CORP AMER HLDGS
-$2.9M
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$2.8M
58,472
建仓
LH
LABCORP HOLDINGS INC
+$2.8M
13,938
减持
MCK
MCKESSON CORP
+$2.8M
98,439
-3%
建仓
—
EATON CORP PLC
+$2.8M
8,790
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$2.7M
34,235
增持
MA
MASTERCARD INCORPORATED
-$2.7M
119,202
+4%
增持
DEM
WISDOMTREE TR
+$2.7M
368,969
+16%
增持
AMAT
APPLIED MATLS INC
+$2.7M
82,725
+1%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$2.7M
32,620
建仓
INTF
ISHARES TR
+$2.6M
88,330
建仓
SCHA
SCHWAB STRATEGIC TR
+$2.6M
54,084
建仓
EEMV
ISHARES INC
+$2.5M
44,428
减持
VYM
VANGUARD WHITEHALL FDS
-$2.5M
22,766
-47%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$2.4M
50,025
+2%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$2.3M
11,468
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$2.2M
32,598
建仓
MINT
PIMCO ETF TR
+$2.2M
22,033
建仓
MOAT
VANECK ETF TRUST
+$2.2M
25,423
建仓
LECO
LINCOLN ELEC HLDGS INC
+$2.1M
11,279
建仓
VNQ
VANGUARD INDEX FDS
+$2.0M
24,144
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.0M
61,371
增持
MTUM
ISHARES TR
+$2.0M
11,074
+918%
建仓
SPTL
SPDR SER TR
+$1.9M
71,505
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.9M
25,614
建仓
IXJ
ISHARES TR
+$1.9M
20,025
建仓
FXG
FIRST TR EXCHANGE TRADED FD
+$1.9M
28,828
建仓
VV
VANGUARD INDEX FDS
+$1.8M
7,023
增持
MET
METLIFE INC
-$1.7M
739,079
+2%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.7M
67,610
增持
USHY
ISHARES TR
+$1.7M
70,931
+205%
建仓
NOC
NORTHROP GRUMMAN CORP
+$1.7M
3,859
增持
TSLA
TESLA INC
+$1.7M
14,337
+114%
建仓
DLS
WISDOMTREE TR
+$1.7M
26,089
增持
COST
COSTCO WHSL CORP NEW
+$1.6M
2,254
+489%
减持
SLYV
SPDR SER TR
-$1.6M
98,428
-13%
建仓
EFAV
ISHARES TR
+$1.6M
23,420
建仓
AFL
AFLAC INC
+$1.6M
18,181
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.6M
7,906
建仓
SCHO
SCHWAB STRATEGIC TR
+$1.6M
33,324
增持
IHI
ISHARES TR
+$1.6M
36,278
+343%
建仓
PGR
PROGRESSIVE CORP
+$1.5M
7,454
建仓
SCHM
SCHWAB STRATEGIC TR
+$1.5M
19,612
建仓
PSFF
PACER FDS TR
+$1.5M
52,931
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$1.4M
22,916
建仓
XAR
SPDR SER TR
+$1.4M
10,127
增持
COWZ
PACER FDS TR
+$1.4M
29,728
+646%
建仓
IEFA
ISHARES TR
+$1.4M
18,841
建仓
COIN
COINBASE GLOBAL INC
+$1.4M
6,136
建仓
JXI
ISHARES TR
+$1.4M
22,773
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$1.3M
13,322
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$1.3M
28,568
增持
UNH
UNITEDHEALTH GROUP INC
+$1.3M
3,768
+193%
建仓
—
SCHWAB CHARLES FAMILY FD
+$1.3M
1,264,827
减持
DON
WISDOMTREE TR
-$1.3M
117,709
-15%
建仓
DVYE
ISHARES INC
+$1.2M
45,422
建仓
IEF
ISHARES TR
+$1.2M
13,158
建仓
BALT
INNOVATOR ETFS TRUST
+$1.2M
40,974
建仓
EEM
ISHARES TR
+$1.2M
28,580
增持
SMLF
ISHARES TR
+$1.2M
38,933
+108%
建仓
CALF
PACER FDS TR
+$1.2M
27,232
建仓
USIG
ISHARES TR
+$1.2M
23,535
增持
FNDX
SCHWAB STRATEGIC TR
+$1.2M
2,694,681
+1%
建仓
IQLT
ISHARES TR
+$1.1M
29,259
建仓
PM
PHILIP MORRIS INTL INC
+$1.1M
11,273
建仓
EQWL
INVESCO EXCHANGE TRADED FD T
+$1.1M
12,014
建仓
TDVG
T ROWE PRICE ETF INC
+$1.1M
29,401
建仓
IBB
ISHARES TR
+$1.1M
8,232
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
6,426
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
12,173
+190%
建仓
TIP
ISHARES TR
+$1.1M
10,439
建仓
ACWV
ISHARES INC
+$1.1M
10,616
建仓
LLY
ELI LILLY & CO
+$1.1M
1,217
建仓
SMH
VANECK ETF TRUST
+$1.1M
4,138
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$1.1M
11,449
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$1.1M
5,425
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.1M
91,539
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
8,459
+309%
减持
SLYG
SPDR SER TR
-$1.1M
80,336
-12%
建仓
HYMB
SPDR SER TR
+$1.1M
41,432
减持
FCX
FREEPORT-MCMORAN INC
-$1.0M
339,305
-9%
