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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 29
增持 64
减持 45
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$339.6M
295,120
-96%
减持
TLH
ISHARES TR
-$80.4M
43,813
-94%
减持
TOTL
SSGA ACTIVE ETF TR
-$54.7M
6,487,974
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。
-13%
建仓
XLY
SELECT SECTOR SPDR TR
+$46.2M
206,090
减持
XLV
SELECT SECTOR SPDR TR
-$43.0M
37,634
-88%
建仓
BLK
BLACKROCK INC
+$26.6M
25,955
增持
AVGO
BROADCOM INC
+$24.3M
382,678
+2%
清仓
—
BLACKROCK INC
-$23.0M
0
-100%
建仓
EFG
ISHARES TR
+$20.1M
207,526
增持
FNDX
SCHWAB STRATEGIC TR
+$16.6M
10,389,148
+225%
减持
XLU
SELECT SECTOR SPDR TR
-$15.0M
356,876
-31%
增持
AMZN
AMAZON COM INC
+$12.9M
352,679
+2%
增持
GSLC
GOLDMAN SACHS ETF TR
+$11.8M
4,252,052
+0%
减持
IDEV
ISHARES TR
-$11.8M
418,178
-24%
增持
IGM
ISHARES TR
+$11.4M
1,855,454
+0%
增持
GOOGL
ALPHABET INC
+$8.6M
341,968
+1%
减持
CRM
SALESFORCE INC
+$8.2M
205,389
-7%
增持
MCK
MCKESSON CORP
+$8.1M
103,253
+1%
减持
VUG
VANGUARD INDEX FDS
+$8.0M
859,044
-4%
增持
AAPL
APPLE INC
+$7.8M
400,155
+1%
减持
VYMI
VANGUARD WHITEHALL FDS
-$6.7M
237,057
-24%
增持
XLF
SELECT SECTOR SPDR TR
+$6.3M
1,571,200
+2%
增持
MA
MASTERCARD INCORPORATED
+$6.2M
134,265
+3%
增持
NEE
NEXTERA ENERGY INC
-$6.1M
849,593
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.9M
110,251
+8%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$4.4M
170,348
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.0M
59,828
+2%
减持
SPEM
SPDR INDEX SHS FDS
-$3.9M
524,369
-10%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$3.6M
55,554
+3%
增持
FCX
FREEPORT-MCMORAN INC
-$3.4M
463,394
+10%
建仓
SOTK
SONO TEK CORP
+$3.1M
773,386
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$3.0M
2,687,640
-9%
增持
AMAT
APPLIED MATLS INC
-$2.9M
92,921
+4%
增持
UBER
UBER TECHNOLOGIES INC
-$2.8M
956,139
+19%
增持
SPDW
SPDR INDEX SHS FDS
-$2.7M
816,807
+0%
减持
CWI
SPDR INDEX SHS FDS
-$2.7M
496,166
-9%
增持
PLD
PROLOGIS INC.
-$2.7M
193,911
+6%
减持
DEM
WISDOMTREE TR
-$2.2M
351,781
-6%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.2M
204,206
+30%
增持
DON
WISDOMTREE TR
+$2.1M
99,151
+74%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.1M
221,032
-11%
增持
TSLA
TESLA INC
+$2.1M
14,316
+1%
增持
IJJ
ISHARES TR
+$2.0M
29,875
+114%
清仓
CDW
CDW CORP
-$1.9M
0
-100%
增持
MDYV
SPDR SER TR
+$1.9M
47,090
+97%
减持
PG
PROCTER AND GAMBLE CO
-$1.9M
9,269
-53%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.9M
62,187
+280%
建仓
JAAA
JANUS DETROIT STR TR
+$1.8M
35,500
增持
NVDA
NVIDIA CORPORATION
+$1.6M
89,866
+5%
减持
AVDE
AMERICAN CENTY ETF TR
-$1.6M
55,931
-26%
建仓
ANET
ARISTA NETWORKS INC
+$1.6M
14,220
建仓
WYNN
WYNN RESORTS LTD
+$1.5M
17,544
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.5M
75,043
+384%
增持
MRK
MERCK & CO INC
-$1.5M
198,801
+6%
建仓
FLCE
ADVISORS INNER CIRCLE FD II
+$1.4M
55,301
建仓
FGSM
ADVISORS INNER CIRCLE FD II
+$1.3M
53,534
增持
VXF
VANGUARD INDEX FDS
+$1.3M
29,911
+24%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$1.2M
47,569
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.2M
33,614
+380%
建仓
FCBD
ADVISORS INNER CIRCLE FD II
+$1.2M
47,898
建仓
FINT
ADVISORS INNER CIRCLE FD II
+$1.1M
45,742
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.1M
202,262
+28%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$1.1M
33,557
增持
MET
METLIFE INC
+$1.1M
792,878
+2%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
381,453
+5%
减持
META
META PLATFORMS INC
+$1.1M
118,781
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$1.1M
446,320
+6%
清仓
HYMB
SPDR SER TR
-$1.1M
0
-100%
建仓
PSTP
INNOVATOR ETFS TRUST
+$1.0M
31,952
建仓
IUSB
ISHARES TR
+$1.0M
22,609
增持
SLYV
SPDR SER TR
+$1.0M
64,903
+21%
减持
LECO
LINCOLN ELEC HLDGS INC
-$997.0K
6,275
-45%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$978.5K
17,580
增持
DFLV
DIMENSIONAL ETF TRUST
+$952.2K
38,944
+452%
增持
USFR
WISDOMTREE TR
+$948.1K
32,613
+136%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$938.7K
234,037
+2%
增持
USHY
ISHARES TR
+$927.8K
108,524
+33%
建仓
RBUF
INNOVATOR ETFS TRUST
+$913.4K
34,863
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$911.0K
59,806
+94%
建仓
FOPC
ADVISORS INNER CIRCLE FD II
+$897.4K
35,804
增持
ELV
ELEVANCE HEALTH INC
-$896.8K
6,331
+2%
建仓
EMB
ISHARES TR
+$747.4K
8,394
增持
JPM
JPMORGAN CHASE & CO.
+$737.0K
22,221
+2%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$726.2K
11,159
减持
IVV
ISHARES TR
-$721.5K
27,359
-6%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$701.4K
495,692
-5%
增持
VTI
VANGUARD INDEX FDS
+$657.0K
38,316
+4%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$646.4K
97,785
-9%
增持
MUB
ISHARES TR
+$639.1K
15,249
+68%
增持
DAL
DELTA AIR LINES INC DEL
+$632.2K
52,390
+5%
减持
QQQ
INVESCO QQQ TR
+$618.9K
27,637
-0%
增持
IVW
ISHARES TR
+$614.8K
75,081
+3%
减持
DLS
WISDOMTREE TR
-$609.3K
10,001
-44%
减持
LOW
LOWES COS INC
-$592.3K
2,673
-42%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$579.7K
98,173
-11%
减持
IJR
ISHARES TR
-$543.2K
31,118
-12%
建仓
EFV
ISHARES TR
+$540.8K
10,307
建仓
BSTP
INNOVATOR ETFS TRUST
+$537.4K
16,182
减持
EEMV
ISHARES INC
-$536.9K
36,347
-14%
清仓
BIL
SPDR SER TR
-$504.8K
0
-100%
增持
JBL
JABIL INC
+$491.6K
17,501
+3%
增持
BA
BOEING CO
+$487.4K
5,101
+87%
增持
SPY
SPDR S&P 500 ETF TR
+$468.8K
29,188
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$467.9K
5,204
-64%
增持
MDYG
SPDR SER TR
+$466.3K
44,067
+15%
减持
INDS
PACER FDS TR
-$465.5K
6,820
-58%
增持
EQWL
INVESCO EXCHANGE TRADED FD T
+$462.2K
18,439
+33%
减持
GOOG
ALPHABET INC
+$461.8K
25,595
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$433.9K
41,237
+20%
增持
SCHD
SCHWAB STRATEGIC TR
-$429.9K
486,713
+200%
清仓
AMTM
AMENTUM HOLDINGS INC
-$421.0K
0
-100%
减持
COIN
COINBASE GLOBAL INC
+$418.3K
6,145
-1%
清仓
AVDV
AMERICAN CENTY ETF TR
-$415.8K
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$409.3K
19,636
+79%
建仓
DYNF
BLACKROCK ETF TRUST
+$408.5K
7,971
增持
QUAL
ISHARES TR
+$408.3K
5,221
+80%
减持
INTU
INTUIT
-$402.5K
733
-47%
增持
IJK
ISHARES TR
+$401.3K
40,211
+14%
增持
BX
BLACKSTONE INC
+$399.3K
5,795
+48%
增持
TMUS
T-MOBILE US INC
+$383.3K
12,502
+9%
减持
IEFA
ISHARES TR
-$375.4K
14,482
-19%
减持
VIGI
VANGUARD WHITEHALL FDS
-$374.8K
31,793
-4%
减持
GSIE
GOLDMAN SACHS ETF TR
-$370.2K
106,654
-2%
建仓
DSEP
FIRST TR EXCHNG TRADED FD VI
+$363.7K
8,971
减持
JNJ
JOHNSON & JOHNSON
-$355.7K
10,648
-9%
减持
AGG
ISHARES TR
-$350.6K
5,994
-35%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$349.7K
94,557
+29%
增持
MDLZ
MONDELEZ INTL INC
-$349.4K
33,569
+5%
建仓
ISRG
INTUITIVE SURGICAL INC
+$343.4K
658
增持
SCHP
SCHWAB STRATEGIC TR
+$337.8K
41,819
+202%
减持
WMT
WALMART INC
+$331.2K
763,173
-10%
减持
SGOV
ISHARES TR
-$325.4K
6,953
-32%
减持
TFLO
ISHARES TR
-$323.6K
9,245
-41%
清仓
YUM
YUM BRANDS INC
-$323.4K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$320.1K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$318.7K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$315.8K
11,491
-24%
建仓
WTV
WISDOMTREE TR
+$309.5K
3,703
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$307.7K
4,310
+73%
减持
VNQ
VANGUARD INDEX FDS
-$306.1K
24,182
-4%
建仓
UAL
UNITED AIRLS HLDGS INC
+$300.1K
3,091
建仓
ARCC
ARES CAPITAL CORP
+$299.2K
13,670
清仓
—
ISHARES TR
-$297.6K
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$297.2K
48,336
-1%
减持
TDVG
T ROWE PRICE ETF INC
-$296.6K
21,841
-23%
清仓
FJAN
FIRST TR EXCHNG TRADED FD VI
-$295.1K
0
-100%
清仓
DEO
DIAGEO PLC
-$290.1K
0
-100%
减持
INTF
ISHARES TR
-$289.5K
90,174
-2%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$288.4K
36,801
+8%
增持
VOE
VANGUARD INDEX FDS
+$286.6K
13,788
+19%
