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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 23
增持 70
减持 50
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
FNDX
SCHWAB STRATEGIC TR
-$70.9M
7,417,222
-29%
增持
ADBE
ADOBE INC
+$61.6M
162,353
+11572%
增持
XLV
SELECT SECTOR SPDR TR
+$48.1M
364,977
+870%
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
AVGO
BROADCOM INC
-$47.8M
244,650
-36%
减持
XLY
SELECT SECTOR SPDR TR
-$44.5M
9,035
-96%
减持
CVX
CHEVRON CORP NEW
-$43.7M
82,097
-79%
减持
WMT
WALMART INC
-$39.1M
340,585
-55%
增持
MSFT
MICROSOFT CORP
+$24.7M
246,637
+53%
减持
NEE
NEXTERA ENERGY INC
-$24.1M
519,125
-39%
增持
VUG
VANGUARD INDEX FDS
-$23.7M
886,931
+3%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$22.7M
30,137
-46%
减持
MCK
MCKESSON CORP
-$22.0M
54,736
-47%
减持
EFG
ISHARES TR
-$19.9M
2,369
-99%
减持
MRK
MERCK & CO INC
-$18.8M
11,127
-94%
增持
TOTL
SSGA ACTIVE ETF TR
+$18.1M
6,792,837
+5%
增持
IGM
ISHARES TR
-$17.3M
1,897,988
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$15.1M
84,942
-23%
增持
KKR
KKR & CO INC
+$14.7M
131,465
+3664%
增持
LLY
ELI LILLY & CO
+$14.3M
18,510
+1302%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$13.7M
19,199
-68%
增持
GSLC
GOLDMAN SACHS ETF TR
-$13.2M
4,328,977
+2%
减持
VTV
VANGUARD INDEX FDS
-$12.2M
303,248
-21%
增持
WYNN
WYNN RESORTS LTD
+$11.0M
150,315
+757%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$11.0M
2,595,192
-3%
减持
PLD
PROLOGIS INC.
-$10.2M
92,157
-52%
减持
MET
METLIFE INC
-$10.1M
683,316
-14%
增持
AMZN
AMAZON COM INC
+$9.9M
458,725
+30%
减持
FCX
FREEPORT-MCMORAN INC
-$9.7M
209,562
-55%
增持
IDEV
ISHARES TR
+$9.5M
529,168
+27%
增持
SPDW
SPDR INDEX SHS FDS
+$9.3M
1,022,301
+25%
减持
META
META PLATFORMS INC
-$9.1M
104,859
-12%
增持
ANET
ARISTA NETWORKS INC
+$8.9M
135,574
+853%
建仓
VRT
VERTIV HOLDINGS CO
+$8.8M
121,899
增持
—
AMDOCS LTD
+$8.3M
113,985
+363%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$8.2M
103,054
-65%
建仓
BDX
BECTON DICKINSON & CO
+$7.9M
34,642
减持
BLK
BLACKROCK INC
-$7.5M
20,196
-22%
减持
UBER
UBER TECHNOLOGIES INC
+$7.3M
891,680
-7%
增持
MA
MASTERCARD INCORPORATED
+$6.7M
141,299
+5%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$6.7M
18,275
+257%
建仓
SYY
SYSCO CORP
+$6.1M
80,739
增持
XLF
SELECT SECTOR SPDR TR
+$5.8M
1,641,623
+4%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$5.6M
0
增持
WCN
WASTE CONNECTIONS INC
+$5.0M
35,630
+219%
减持
AMAT
APPLIED MATLS INC
-$4.5M
72,869
-22%
增持
TMUS
T-MOBILE US INC
+$4.4M
26,720
+114%
增持
VYMI
VANGUARD WHITEHALL FDS
+$4.2M
275,262
+16%
增持
STZ
CONSTELLATION BRANDS INC
+$4.2M
33,284
+281%
减持
TLH
ISHARES TR
-$4.1M
2,708
-94%
增持
SPEM
SPDR INDEX SHS FDS
+$4.0M
613,468
+17%
增持
XLU
SELECT SECTOR SPDR TR
+$3.7M
389,636
+9%
建仓
AVDV
AMERICAN CENTY ETF TR
+$3.7M
52,712
增持
LH
LABCORP HOLDINGS INC
+$3.1M
22,668
+142%
清仓
SOTK
SONO TEK CORP
-$3.1M
0
-100%
增持
CWI
SPDR INDEX SHS FDS
+$3.0M
569,021
+15%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$2.8M
485,351
-2%
清仓
JBL
JABIL INC
-$2.5M
0
-100%
增持
MOAT
VANECK ETF TRUST
+$2.3M
52,700
+106%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.1M
15,605
+15%
增持
NVDA
NVIDIA CORPORATION
-$2.0M
92,643
+3%
增持
TSLA
TESLA INC
-$2.0M
14,488
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$2.0M
387,861
-13%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.0M
36,668
+69%
清仓
—
EVEREST GROUP LTD
-$1.9M
0
-100%
清仓
J
JACOBS SOLUTIONS INC
-$1.8M
0
-100%
清仓
JAAA
JANUS DETROIT STR TR
-$1.8M
0
-100%
增持
DEM
WISDOMTREE TR
+$1.8M
380,271
+8%
增持
IQLT
ISHARES TR
+$1.6M
67,794
+129%
增持
IJJ
ISHARES TR
+$1.6M
44,422
+49%
减持
AFL
AFLAC INC
-$1.6M
2,385
-86%
减持
MDLZ
MONDELEZ INTL INC
-$1.5M
7,550
-78%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5M
63,972
+15%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
247,561
+12%
增持
DON
WISDOMTREE TR
+$1.5M
131,504
+33%
增持
MDYV
SPDR SER TR
+$1.3M
66,277
+41%
减持
ELV
ELEVANCE HEALTH INC
-$1.2M
2,648
-58%
减持
VTI
VANGUARD INDEX FDS
-$1.1M
36,266
-5%
增持
VFH
VANGUARD WORLD FD
+$1.1M
12,478
+309%
减持
SLYG
SPDR SER TR
-$1.1M
52,553
-13%
减持
MDYG
SPDR SER TR
-$1.1M
34,432
-22%
减持
IJK
ISHARES TR
-$1.0M
31,876
-21%
减持
MUB
ISHARES TR
-$987.1K
6,048
-60%
增持
AVDE
AMERICAN CENTY ETF TR
+$976.1K
66,525
+19%
建仓
BIL
SPDR SER TR
+$956.6K
10,428
增持
GSIE
GOLDMAN SACHS ETF TR
+$938.8K
126,076
+18%
减持
IVV
ISHARES TR
-$928.0K
27,012
-1%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$916.7K
20,554
增持
SCHP
SCHWAB STRATEGIC TR
+$911.1K
74,053
+77%
增持
MGV
VANGUARD WORLD FD
+$909.0K
8,922
+363%
减持
SCHO
SCHWAB STRATEGIC TR
-$833.4K
27,598
-56%
增持
QQQ
INVESCO QQQ TR
-$826.3K
28,368
+3%
增持
DAL
DELTA AIR LINES INC DEL
+$811.1K
91,301
+74%
减持
VZ
VERIZON COMMUNICATIONS INC
-$800.1K
14,627
-60%
增持
EQWL
INVESCO EXCHANGE TRADED FD T
+$797.6K
26,031
+41%
增持
AMGN
AMGEN INC
+$771.7K
5,576
+51%
增持
SCHD
SCHWAB STRATEGIC TR
+$765.1K
502,937
+3%
建仓
IFRA
ISHARES TR
+$736.9K
16,350
减持
IXN
ISHARES TR
-$713.5K
74,401
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$701.4K
233,978
-0%
减持
IVW
ISHARES TR
-$699.7K
74,580
-1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$693.2K
384,254
+6%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$687.3K
11,517
减持
QYLD
GLOBAL X FDS
-$685.6K
20,534
-64%
减持
UNP
UNION PAC CORP
-$674.0K
1,402
-68%
减持
VXF
VANGUARD INDEX FDS
-$620.2K
29,386
-2%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$580.4K
79,101
+32%
增持
LVHI
LEGG MASON ETF INVT
+$573.7K
75,730
+23%
建仓
IYE
ISHARES TR
+$567.5K
11,512
增持
—
EXXON MOBIL CORP
+$567.2K
23,567
+13%
建仓
IYC
ISHARES TR
+$557.1K
6,308
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$555.4K
215,927
+6%
增持
CRM
SALESFORCE INC
+$549.1K
257,925
+26%
减持
IJR
ISHARES TR
-$544.5K
29,080
-7%
建仓
HTUS
CAPITOL SER TR
+$534.9K
14,682
增持
SPY
SPDR S&P 500 ETF TR
-$509.7K
29,670
+2%
增持
VOE
VANGUARD INDEX FDS
+$502.3K
17,022
+23%
减持
VOT
VANGUARD INDEX FDS
-$502.0K
6,274
-22%
建仓
AMLP
ALPS ETF TR
+$501.7K
9,659
增持
KO
COCA COLA CO
+$485.2K
12,397
+92%
建仓
SPGI
S&P GLOBAL INC
+$480.2K
945
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$478.2K
14,276
增持
SLYV
SPDR SER TR
-$477.1K
66,145
+2%
建仓
PAVE
GLOBAL X FDS
+$475.4K
12,599
减持
LRGF
ISHARES TR
-$473.5K
112,160
-3%
增持
SHEL
SHELL PLC
+$470.1K
9,826
+146%
增持
—
EATON CORP PLC
-$461.0K
9,309
+3%
增持
GOOG
ALPHABET INC
-$460.7K
28,251
+10%
建仓
IWN
ISHARES TR
+$460.2K
3,048
增持
COIN
COINBASE GLOBAL INC
-$455.4K
6,215
+1%
建仓
BTI
BRITISH AMERN TOB PLC
+$446.5K
10,793
增持
ITOT
ISHARES TR
-$444.3K
74,147
+0%
增持
MOTG
VANECK ETF TRUST
+$412.9K
128,187
+1%
增持
PGR
PROGRESSIVE CORP
+$412.9K
7,679
+5%
建仓
—
MANAGED PORTFOLIO SERIES
+$411.1K
8,687
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$408.6K
18,830
+85%
清仓
TLT
ISHARES TR
-$407.1K
0
-100%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$405.6K
94,304
-4%
建仓
BKNG
BOOKING HOLDINGS INC
+$405.4K
88
减持
SMLF
ISHARES TR
-$400.5K
29,242
-11%
增持
VB
VANGUARD INDEX FDS
-$392.6K
26,573
+2%
增持
IHI
ISHARES TR
+$382.0K
36,701
+17%
增持
T
AT&T INC
+$380.1K
38,733
+23%
减持
EEMV
ISHARES INC
-$378.4K
29,642
-18%
减持
SCHX
SCHWAB STRATEGIC TR
-$366.9K
238,674
-2%
建仓
OIH
VANECK ETF TRUST
+$364.1K
1,389
增持
DGRO
ISHARES TR
+$362.6K
14,270
+69%
建仓
EXC
EXELON CORP
+$355.8K
7,722
减持
PM
PHILIP MORRIS INTL INC
+$352.5K
10,493
-4%
清仓
HSY
HERSHEY CO
-$349.7K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$347.3K
5,787
