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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 10
增持 84
减持 47
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$126.2M
13,798
-99%
建仓
TLH
ISHARES TR
+$84.7M
774,952
增持
VUG
VANGUARD INDEX FDS
+$75.7M
897,478
+25%
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
+$48.9M
3,196,535
+19%
减持
XLI
SELECT SECTOR SPDR TR
-$48.3M
13,359
-97%
增持
XLU
SELECT SECTOR SPDR TR
+$41.7M
520,403
+11784%
增持
GSLC
GOLDMAN SACHS ETF TR
+$28.2M
4,231,556
+1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$28.1M
7,787,804
+3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$24.9M
2,957,191
+25%
增持
TOTL
SSGA ACTIVE ETF TR
+$19.4M
7,493,333
+2%
增持
NEE
NEXTERA ENERGY INC
+$17.0M
792,780
+12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$12.6M
102,265
+12%
增持
META
META PLATFORMS INC
+$12.0M
119,583
+7%
增持
MA
MASTERCARD INCORPORATED
+$11.9M
130,662
+10%
增持
MET
METLIFE INC
+$11.9M
773,627
+5%
增持
VTV
VANGUARD INDEX FDS
+$11.7M
363,569
+13%
增持
CRM
SALESFORCE INC
+$11.7M
220,843
+16%
增持
XLF
SELECT SECTOR SPDR TR
+$11.4M
1,536,726
+9%
增持
WMT
WALMART INC
+$11.3M
849,801
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$10.9M
313,052
-23%
增持
IGM
ISHARES TR
+$9.8M
1,855,115
+4%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$9.4M
54,079
+8%
增持
MCK
MCKESSON CORP
-$6.8M
102,570
+4%
增持
—
BLACKROCK INC
+$6.7M
24,265
+17%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$6.5M
521,546
+31%
减持
AAPL
APPLE INC
+$6.3M
396,508
-3%
增持
GOOGL
ALPHABET INC
-$5.5M
338,530
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$5.2M
423,020
+21%
增持
FCX
FREEPORT-MCMORAN INC
+$4.6M
422,222
+24%
增持
MRK
MERCK & CO INC
+$4.1M
186,982
+35%
增持
CVX
CHEVRON CORP NEW
+$3.9M
389,379
+14%
增持
PLD
PROLOGIS INC.
+$3.5M
183,424
+5%
增持
AVGO
BROADCOM INC
+$3.3M
373,602
+880%
减持
SLYV
SPDR SER TR
-$3.1M
53,639
-46%
增持
SPEM
SPDR INDEX SHS FDS
+$2.9M
582,413
+4%
减持
SPDW
SPDR INDEX SHS FDS
-$2.8M
815,365
-14%
减持
PEP
PEPSICO INC
-$2.7M
4,259
-80%
减持
DON
WISDOMTREE TR
-$2.6M
57,020
-52%
增持
UBER
UBER TECHNOLOGIES INC
+$2.5M
804,832
+1%
减持
MDYV
SPDR SER TR
-$2.2M
23,904
-57%
建仓
STZ
CONSTELLATION BRANDS INC
+$2.1M
8,275
减持
IJJ
ISHARES TR
-$2.0M
13,976
-57%
减持
CSCO
CISCO SYS INC
-$1.9M
7,937
-84%
减持
VXF
VANGUARD INDEX FDS
-$1.9M
24,083
-35%
增持
CWI
SPDR INDEX SHS FDS
+$1.8M
544,544
+4%
减持
DES
WISDOMTREE TR
-$1.8M
86,456
-43%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$1.6M
0
-100%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$1.6M
110,279
+26%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.6M
195,445
+16%
增持
AMAT
APPLIED MATLS INC
-$1.5M
89,363
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
229,699
+6%
增持
LVHI
LEGG MASON ETF INVT
+$1.5M
58,863
+364%
增持
AMZN
AMAZON COM INC
-$1.4M
346,012
+2%
减持
SLYG
SPDR SER TR
-$1.3M
60,362
-25%
清仓
—
SCHWAB CHARLES FAMILY FD
-$1.3M
0
-100%
减持
J
JACOBS SOLUTIONS INC
-$1.2M
13,065
-38%
减持
WCN
WASTE CONNECTIONS INC
-$1.2M
10,695
-41%
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
19,762
-30%
增持
IVW
ISHARES TR
+$1.2M
73,192
+16%
减持
ELV
ELEVANCE HEALTH INC
-$1.2M
6,215
-23%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
162,391
+0%
增持
IVV
ISHARES TR
+$1.1M
29,172
+2%
减持
—
EVEREST GROUP LTD
-$1.1M
4,906
-37%
减持
CDW
CDW CORP
-$1.0M
8,391
-36%
增持
VZ
VERIZON COMMUNICATIONS INC
+$996.5K
35,126
+149%
减持
TMUS
T-MOBILE US INC
-$954.0K
11,516
-39%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$932.7K
53,751
+1%
增持
MSFT
MICROSOFT CORP
-$886.5K
157,324
+3%
减持
TSLA
TESLA INC
+$884.7K
14,225
-1%
增持
VB
VANGUARD INDEX FDS
+$858.7K
25,606
+7%
增持
SCHZ
SCHWAB STRATEGIC TR
+$817.4K
173,117
+7%
减持
LH
LABCORP HOLDINGS INC
-$802.1K
9,103
-35%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$764.6K
247,496
-14%
增持
UNP
UNION PAC CORP
+$746.9K
4,430
+190%
减持
VYMI
VANGUARD WHITEHALL FDS
-$734.8K
310,551
-10%
减持
MDYG
SPDR SER TR
-$728.8K
38,325
-21%
减持
IDEV
ISHARES TR
-$709.0K
547,014
-9%
减持
—
AMDOCS LTD
-$663.7K
23,411
-32%
增持
SPAB
SPDR SER TR
+$661.4K
319,347
+4%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$599.8K
30,889
+156%
减持
IJK
ISHARES TR
-$577.1K
35,408
-19%
增持
EMGF
ISHARES INC
+$571.7K
31,849
+47%
减持
GSIE
GOLDMAN SACHS ETF TR
-$569.9K
108,545
-19%
减持
DAL
DELTA AIR LINES INC DEL
-$568.8K
49,958
-24%
减持
MDLZ
MONDELEZ INTL INC
-$563.7K
31,960
-28%
减持
JBL
JABIL INC
-$561.7K
16,914
-29%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$559.5K
158,082
+11%
增持
ITOT
ISHARES TR
+$538.1K
74,593
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$534.1K
45,783
+18%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$530.4K
13,407
-3%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$512.2K
4,943
-28%
减持
FNDA
SCHWAB STRATEGIC TR
-$510.0K
11,652
-47%
减持
MOTG
VANECK ETF TRUST
+$496.6K
118,624
-2%
增持
USHY
ISHARES TR
+$491.4K
81,402
+15%
减持
AVDE
AMERICAN CENTY ETF TR
-$490.9K
75,663
-15%
增持
DFCF
DIMENSIONAL ETF TRUST
+$489.8K
16,374
+213%
减持
VTI
VANGUARD INDEX FDS
+$487.2K
36,895
-1%
增持
IJR
ISHARES TR
+$476.1K
35,299
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$474.2K
86,430
+3%
增持
VBR
VANGUARD INDEX FDS
+$465.2K
16,988
+5%
增持
DEM
WISDOMTREE TR
+$458.9K
373,529
+1%
清仓
KJAN
INNOVATOR ETFS TRUST
-$453.5K
0
-100%
增持
SPTL
SPDR SER TR
+$453.4K
82,550
+15%
增持
BALT
INNOVATOR ETFS TRUST
+$449.9K
54,504
+33%
减持
TFLO
ISHARES TR
-$447.4K
15,617
-36%
增持
NVDA
NVIDIA CORPORATION
+$440.9K
85,844
+6%
增持
VNQ
VANGUARD INDEX FDS
+$437.9K
25,254
+5%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$433.0K
79,402
+35%
建仓
AMTM
AMENTUM HOLDINGS INC
+$421.0K
13,055
减持
DLS
WISDOMTREE TR
-$416.3K
17,941
-31%
增持
PSFF
PACER FDS TR
+$414.4K
65,599
+24%
减持
AFL
AFLAC INC
+$406.4K
18,159
-0%
清仓
SHY
ISHARES TR
-$404.0K
0
-100%
建仓
HSY
HERSHEY CO
+$369.2K
1,925
增持
NOC
NORTHROP GRUMMAN CORP
+$362.5K
3,872
+0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$357.5K
68,165
+11%
增持
PAUG
INNOVATOR ETFS TRUST
+$356.4K
16,819
+119%
增持
VOO
VANGUARD INDEX FDS
+$352.2K
8,539
+3%
清仓
KIE
SPDR SER TR
-$348.8K
0
-100%
增持
PGR
PROGRESSIVE CORP
+$346.0K
7,465
+0%
增持
PJUL
INNOVATOR ETFS TRUST
+$341.1K
15,371
+112%
增持
USIG
ISHARES TR
+$338.7K
28,916
+23%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$338.7K
12,940
+13%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$334.2K
7,000
增持
VO
VANGUARD INDEX FDS
+$332.0K
13,968
+1%
减持
LRGF
ISHARES TR
+$329.3K
118,564
-1%
减持
IJS
ISHARES TR
-$327.8K
4,282
-47%
建仓
FNB
F N B CORP
+$326.0K
23,101
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$320.0K
34,107
+5%
清仓
NAPR
INNOVATOR ETFS TRUST
-$318.7K
0
-100%
减持
—
SIREN ETF TR
+$317.5K
85,857
-0%
建仓
REGN
REGENERON PHARMACEUTICALS
+$313.3K
298
增持
USMV
ISHARES TR
+$313.2K
37,039
+1%
清仓
IXUS
ISHARES TR
-$312.5K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$311.0K
55,870
+3%
清仓
PDEC
INNOVATOR ETFS TRUST
-$310.0K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$304.7K
862
增持
SCHK
SCHWAB STRATEGIC TR
+$303.5K
99,722
+0%
增持
INTF
ISHARES TR
+$297.4K
91,611
+4%
建仓
GEV
GE VERNOVA INC
+$295.3K
1,158
增持
EQWL
INVESCO EXCHANGE TRADED FD T
+$288.5K
13,915
+16%
减持
IEMG
ISHARES INC
-$284.3K
66,685
-13%
增持
PM
PHILIP MORRIS INTL INC
+$275.6K
11,680
+4%
建仓
IR
INGERSOLL RAND INC
+$267.3K
2,723
增持
GOOG
ALPHABET INC
-$267.2K
26,392
+3%
增持
CARR
CARRIER GLOBAL CORPORATION
+$267.0K
11,581
+10%
增持
VIGI
VANGUARD WHITEHALL FDS
+$266.6K
33,053
+1%
增持
OEF
ISHARES TR
+$266.1K
15,120
+2%
清仓
DWM
WISDOMTREE TR
-$265.0K
0
-100%
减持
MOAT
VANECK ETF TRUST
+$261.7K
25,411
-0%
