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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 20
增持 84
减持 40
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
MU
MICRON TECHNOLOGY INC
+$69.7M
416,736
减持
ADBE
ADOBE INC
-$64.2M
2,754
-98%
减持
MET
METLIFE INC
-$56.1M
10,633
-98%
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
COIN
COINBASE GLOBAL INC
+$54.6M
166,156
+3827%
减持
VUG
VANGUARD INDEX FDS
+$40.0M
1,018,462
-0%
减持
GSLC
GOLDMAN SACHS ETF TR
+$34.7M
4,425,055
-1%
增持
ANET
ARISTA NETWORKS INC
+$28.5M
531,355
+11%
建仓
RGLD
ROYAL GOLD INC
+$22.2M
110,772
建仓
PWR
QUANTA SVCS INC
+$20.3M
48,923
减持
IGM
ISHARES TR
+$18.6M
1,869,016
-3%
减持
GOOGL
ALPHABET INC
+$17.3M
428,558
-13%
减持
CRM
SALESFORCE INC
-$15.4M
250,752
-9%
增持
FNDX
SCHWAB STRATEGIC TR
+$15.2M
7,877,150
+1%
增持
LLY
ELI LILLY & CO
+$12.4M
72,850
+31%
建仓
ATI
ATI INC
+$11.7M
143,711
减持
AVGO
BROADCOM INC
+$10.5M
243,934
-4%
增持
MSFT
MICROSOFT CORP
+$10.4M
234,594
+5%
减持
FCX
FREEPORT-MCMORAN INC
-$8.8M
6,908
-97%
增持
WELL
WELLTOWER INC
+$8.2M
47,380
+3193%
减持
PLD
PROLOGIS INC.
-$7.3M
20,525
-78%
减持
UBER
UBER TECHNOLOGIES INC
-$7.0M
766,476
-13%
增持
EFV
ISHARES TR
+$6.8M
1,287,820
+1%
减持
WCN
WASTE CONNECTIONS INC
-$6.3M
1,429
-96%
增持
TOTL
SSGA ACTIVE ETF TR
+$5.6M
5,371,992
+1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$5.1M
2,703,045
-3%
减持
KKR
KKR & CO INC
-$4.8M
98,969
-26%
增持
XLC
SELECT SECTOR SPDR TR
+$4.5M
368,376
+2%
增持
VTV
VANGUARD INDEX FDS
+$4.2M
312,609
+2%
增持
SPEM
SPDR INDEX SHS FDS
+$4.1M
715,123
+4%
减持
DAL
DELTA AIR LINES INC DEL
-$4.0M
10,489
-89%
增持
XLF
SELECT SECTOR SPDR TR
+$3.7M
1,700,560
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.2M
251,116
+8%
增持
XLV
SELECT SECTOR SPDR TR
+$3.1M
359,176
+3%
增持
MCK
MCKESSON CORP
+$3.1M
59,487
+2%
增持
VRT
VERTIV HOLDINGS CO
+$3.0M
126,957
+1%
减持
AAPL
APPLE INC
+$3.0M
386,089
-17%
增持
XLU
SELECT SECTOR SPDR TR
+$2.8M
427,835
+1%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$2.7M
57,896
增持
IDEV
ISHARES TR
+$2.6M
481,687
+2%
增持
BLK
BLACKROCK INC
+$2.5M
20,362
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
31,626
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$2.3M
706,610
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.3M
42,008
+17%
减持
NEE
NEXTERA ENERGY INC
-$2.1M
457,920
-13%
减持
NVDA
NVIDIA CORPORATION
+$2.0M
91,700
-4%
增持
AMAT
APPLIED MATLS INC
+$2.0M
76,307
+3%
清仓
AGGH
SIMPLIFY EXCHANGE TRADED FUN
-$2.0M
0
-100%
增持
WMT
WALMART INC
+$2.0M
336,967
+1%
增持
META
META PLATFORMS INC
+$2.0M
115,589
+3%
建仓
COWG
PACER FDS TR
+$2.0M
53,794
建仓
CDE
COEUR MNG INC
+$1.9M
101,676
减持
GOOG
ALPHABET INC
+$1.8M
28,486
-2%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.8M
584,162
-0%
减持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-$1.6M
11,879
-85%
增持
USFR
WISDOMTREE TR
+$1.6M
63,097
+106%
增持
TSPA
T ROWE PRICE ETF INC
+$1.5M
76,296
+78%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.5M
66,070
+87%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$1.5M
18,601
+1%
建仓
PVAL
PUTNAM ETF TRUST
+$1.5M
34,230
减持
TSLA
TESLA INC
+$1.4M
13,116
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.4M
21,384
-3%
增持
MA
MASTERCARD INCORPORATED
+$1.4M
142,892
+1%
减持
QQQ
INVESCO QQQ TR
+$1.4M
28,848
-0%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.4M
434,143
-13%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.3M
39,778
+76%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.3M
114,275
+42%
建仓
PPTA
PERPETUA RESOURCES CORP
+$1.2M
61,250
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.2M
252,704
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.2M
251,416
-0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.2M
208,170
+11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
65,587
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.2M
232,617
+7%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
36,683
+2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.1M
93,569
+38%
增持
ORCL
ORACLE CORP
+$1.1M
7,920
+57%
建仓
BDYN
BLACKROCK ETF TRUST
+$1.1M
43,659
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.1M
72,033
+55%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$1.1M
52,518
+43%
增持
VGT
VANGUARD WORLD FD
+$1.0M
10,929
+2%
增持
OEF
ISHARES TR
+$1.0M
18,677
+9%
增持
DFLV
DIMENSIONAL ETF TRUST
+$997.3K
83,896
+48%
建仓
EQX
EQUINOX GOLD CORP
+$962.2K
85,757
建仓
IAUX
I-80 GOLD CORP
+$955.3K
999,875
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$939.4K
31,895
+22%
减持
DBEF
DBX ETF TR
-$938.7K
68,794
-27%
减持
CWI
SPDR INDEX SHS FDS
+$922.3K
558,116
-2%
减持
EEMV
ISHARES INC
-$906.1K
15,711
-48%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$904.3K
266,853
+1%
增持
VBR
VANGUARD INDEX FDS
+$902.7K
26,963
+11%
增持
DFAS
DIMENSIONAL ETF TRUST
+$859.3K
45,466
+29%
增持
DFAT
DIMENSIONAL ETF TRUST
+$825.1K
39,944
+44%
增持
ITOT
ISHARES TR
+$785.4K
73,854
+0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$784.0K
232,193
+4%
减持
IVW
ISHARES TR
+$772.0K
78,998
-1%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$762.4K
126,436
+15%
增持
LH
LABCORP HOLDINGS INC
+$747.2K
23,359
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$740.8K
78,987
+30%
增持
IYW
ISHARES TR
+$733.3K
6,783
+97%
增持
SYY
SYSCO CORP
+$727.4K
83,533
+3%
增持
IOO
ISHARES TR
+$713.7K
50,086
+2%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$712.5K
41,984
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$709.9K
23,773
+2%
增持
—
AMDOCS LTD
-$670.8K
118,536
+4%
增持
SCHK
SCHWAB STRATEGIC TR
+$667.2K
208,123
+3%
建仓
SMTH
ALPS ETF TR
+$654.7K
25,026
增持
COWZ
PACER FDS TR
+$649.5K
63,983
+16%
增持
T
AT&T INC
+$635.8K
63,550
+59%
减持
AMZN
AMAZON COM INC
-$621.8K
478,166
-1%
增持
IMTM
ISHARES TR
+$611.6K
56,049
+24%
清仓
NVG
NUVEEN AMT FREE MUN CR INC F
-$603.8K
0
-100%
建仓
SPYM
SPDR SERIES TRUST
+$578.7K
7,387
增持
VYM
VANGUARD WHITEHALL FDS
+$574.9K
37,996
+6%
增持
APP
APPLOVIN CORP
+$551.9K
1,400
+8%
增持
VOO
VANGUARD INDEX FDS
+$534.4K
9,275
+2%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$508.5K
101,303
+13%
减持
SLYV
SPDR SERIES TRUST
+$499.8K
67,511
-2%
建仓
TFSL
TFS FINL CORP
+$497.7K
37,775
增持
XLI
SELECT SECTOR SPDR TR
+$488.1K
20,488
+13%
增持
DYNF
BLACKROCK ETF TRUST
+$486.0K
18,245
+67%
增持
NSC
NORFOLK SOUTHN CORP
+$482.3K
3,197
+71%
减持
CVX
CHEVRON CORP NEW
-$478.7K
10,492
-29%
增持
VO
VANGUARD INDEX FDS
+$477.3K
14,966
+7%
减持
AVDV
AMERICAN CENTY ETF TR
+$468.9K
52,277
-1%
建仓
TBLU
TORTOISE CAPITAL SERIES TRUS
+$466.4K
8,753
减持
IVV
ISHARES TR
+$463.7K
25,585
-5%
清仓
—
MANAGED PORTFOLIO SERIES
-$463.2K
0
-100%
增持
DEM
WISDOMTREE TR
+$453.2K
408,710
+1%
增持
LNG
CHENIERE ENERGY INC
+$449.0K
45,626
+8%
减持
SCHX
SCHWAB STRATEGIC TR
+$446.6K
239,923
-0%
建仓
URI
UNITED RENTALS INC
+$445.9K
467
建仓
BAI
BLACKROCK ETF TRUST
+$437.0K
12,792
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$424.9K
21,473
+38%
减持
SCHE
SCHWAB STRATEGIC TR
-$422.1K
16,921
-48%
增持
DFEM
DIMENSIONAL ETF TRUST
+$410.9K
62,070
+17%
增持
JNJ
JOHNSON & JOHNSON
+$404.5K
10,964
+3%
减持
LRGF
ISHARES TR
+$401.6K
106,067
-2%
减持
BABA
ALIBABA GROUP HLDG LTD
+$390.9K
6,332
-3%
增持
BND
VANGUARD BD INDEX FDS
+$386.6K
16,131
+46%
增持
DFAR
DIMENSIONAL ETF TRUST
+$382.9K
24,709
+181%
增持
HAS
HASBRO INC
+$381.3K
101,541
+2%
建仓
—
TE CONNECTIVITY PLC
+$375.6K
1,711
增持
LVHI
LEGG MASON ETF INVT
+$370.3K
87,842
+7%
清仓
BDX
BECTON DICKINSON & CO
-$347.5K
0
-100%
增持
GLXY
GALAXY DIGITAL INC.
+$343.0K
17,556
+53%
清仓
FDX
FEDEX CORP
-$342.2K
0
-100%
清仓
MAXJ
ISHARES TR
-$340.7K
0
-100%
建仓
SPIB
SPDR SERIES TRUST
+$337.2K
9,950
增持
VTEB
VANGUARD MUN BD FDS
+$337.1K
15,573
+72%
减持
IYH
ISHARES TR
+$328.3K
147,274
-0%
增持
MTUM
ISHARES TR
+$321.5K
11,646
+5%
