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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 29
增持 59
减持 54
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
GSLC
GOLDMAN SACHS ETF TR
-$316.4M
3,103,919
-42%
建仓
GLDM
WORLD GOLD TR
+$218.1M
2,353,509
建仓
AVES
AMERICAN CENTY ETF TR
+$155.1M
2,585,886
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
MU
MICRON TECHNOLOGY INC
-$102.2M
24,107
-94%
建仓
GMOI
GMO ETF TRUST
+$95.8M
2,642,938
减持
VUG
VANGUARD INDEX FDS
-$68.3M
989,422
-4%
增持
EFV
ISHARES TR
+$68.1M
2,175,844
+66%
减持
CRM
SALESFORCE INC
-$65.2M
3,291
-99%
减持
UBER
UBER TECHNOLOGIES INC
-$60.5M
34,166
-96%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$51.6M
264,092
增持
C
CITIGROUP INC
+$47.2M
419,862
+12329%
增持
MCK
MCKESSON CORP
+$39.7M
102,082
+72%
建仓
XCCC
BONDBLOXX ETF TRUST
+$39.4M
1,082,036
建仓
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$38.9M
1,824,491
减持
GOOGL
ALPHABET INC
-$33.5M
341,534
-19%
减持
ANET
ARISTA NETWORKS INC
-$30.6M
326,369
-39%
减持
COIN
COINBASE GLOBAL INC
-$29.1M
7,874
-94%
增持
HOOD
ROBINHOOD MKTS INC
+$27.0M
392,897
+16690%
增持
MSFT
MICROSOFT CORP
-$26.0M
240,434
+1%
减持
LLY
ELI LILLY & CO
-$25.3M
57,256
-21%
增持
WMT
WALMART INC
+$21.9M
484,143
+41%
增持
IGM
ISHARES TR
-$18.5M
1,858,032
+1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$17.0M
2,491,382
-5%
增持
FNDX
SCHWAB STRATEGIC TR
+$16.2M
8,425,671
+5%
增持
VST
VISTRA CORP
+$15.3M
300,588
+62%
减持
AVGO
BROADCOM INC
-$14.2M
223,089
-7%
减持
AAPL
APPLE INC
-$13.5M
352,092
-7%
减持
KKR
KKR & CO INC
-$12.0M
4,948
-95%
减持
MA
MASTERCARD INCORPORATED
-$10.7M
143,781
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$10.5M
2,514
-88%
增持
AMZN
AMAZON COM INC
-$9.4M
487,345
+1%
减持
RGLD
ROYAL GOLD INC
-$9.0M
64,046
-44%
建仓
ACM
AECOM
+$8.8M
103,687
减持
BSX
BOSTON SCIENTIFIC CORP
-$7.2M
6,628
-92%
减持
—
AMDOCS LTD
-$7.0M
3,131
-96%
建仓
RKLB
ROCKET LAB CORP
+$6.9M
106,676
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$6.8M
30,752
-81%
减持
SPDW
SPDR INDEX SHS FDS
-$6.1M
526,476
-22%
减持
BLK
BLACKROCK INC
-$5.3M
17,722
-15%
增持
TOTL
SSGA ACTIVE ETF TR
+$5.3M
5,644,596
+4%
增持
META
META PLATFORMS INC
-$5.0M
127,906
+8%
增持
VTV
VANGUARD INDEX FDS
+$4.7M
326,948
+5%
增持
XLU
SELECT SECTOR SPDR TR
+$4.4M
906,031
+4%
增持
XLF
SELECT SECTOR SPDR TR
-$4.4M
1,838,083
+6%
减持
IJJ
ISHARES TR
-$4.4M
2,802
-92%
增持
KO
COCA COLA CO
+$4.3M
145,259
+50%
减持
VXF
VANGUARD INDEX FDS
-$3.8M
8,770
-67%
增持
CWI
SPDR INDEX SHS FDS
+$3.7M
644,082
+16%
减持
DBEF
DBX ETF TR
-$3.2M
18,281
-79%
增持
WELL
WELLTOWER INC
+$3.1M
62,129
+26%
减持
IJK
ISHARES TR
-$3.0M
3,035
-91%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$2.7M
567,921
-4%
增持
SPEM
SPDR INDEX SHS FDS
+$2.3M
774,130
+7%
减持
ATI
ATI INC
-$2.0M
99,952
-31%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.9M
17,352
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
294,834
+9%
增持
PVAL
PUTNAM ETF TRUST
+$1.9M
76,270
+115%
减持
PWR
QUANTA SVCS INC
-$1.8M
34,940
-30%
增持
DEM
WISDOMTREE TR
+$1.7M
418,760
+2%
减持
SGOV
ISHARES TR
-$1.5M
10,728
-59%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$1.5M
50,873
+762%
减持
VRT
VERTIV HOLDINGS CO
-$1.5M
75,389
-40%
增持
TLT
ISHARES TR
+$1.5M
19,623
+748%
清仓
CDE
COEUR MNG INC
-$1.5M
0
-100%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$1.4M
13,896
-28%
减持
—
APTIV PLC
-$1.4M
89,719
-11%
增持
—
EXXON MOBIL CORP
+$1.4M
24,271
+7%
减持
SYY
SYSCO CORP
-$1.4M
70,371
-19%
减持
OEF
ISHARES TR
-$1.4M
16,881
-14%
减持
QQQ
INVESCO QQQ TR
-$1.3M
27,703
-2%
增持
IDEV
ISHARES TR
+$1.3M
488,968
+2%
建仓
IWM
ISHARES TR
+$1.2M
5,014
减持
AMAT
APPLIED MATLS INC
-$1.2M
53,348
-29%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$1.2M
188,109
-10%
增持
IVW
ISHARES TR
+$1.2M
99,242
+22%
减持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
407,856
-2%
减持
LH
LABCORP HOLDINGS INC
-$1.1M
18,399
-23%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.1M
59,417
+16%
建仓
—
ASTRAZENECA PLC
+$1.1M
5,607
增持
PYLD
PIMCO ETF TR
+$1.1M
70,027
+149%
建仓
MDY
STATE STR SPDR S&P MIDCAP 40
+$1.1M
1,753
减持
LNG
CHENIERE ENERGY INC
+$1.1M
34,430
-23%
增持
GOVT
ISHARES TR
+$1.1M
104,093
+80%
清仓
EQX
EQUINOX GOLD CORP
-$1.0M
0
-100%
减持
TMUS
T-MOBILE US INC
-$996.9K
23,025
-20%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$928.1K
0
-100%
增持
ACWI
ISHARES TR
+$926.2K
8,287
+432%
建仓
LVHD
LEGG MASON ETF INVT
+$911.5K
21,416
清仓
—
ASTRAZENECA PLC
-$897.6K
0
-100%
增持
COP
CONOCOPHILLIPS
+$861.9K
9,836
+111%
减持
VGT
VANGUARD WORLD FD
-$855.6K
10,650
-3%
增持
MUNI
PIMCO ETF TR
+$845.5K
20,155
+412%
增持
QUAL
ISHARES TR
+$818.2K
10,486
+75%
增持
PG
PROCTER & GAMBLE CO
+$783.4K
13,499
+66%
减持
SCHX
SCHWAB STRATEGIC TR
-$780.2K
240,352
-7%
建仓
AVEM
AMERICAN CENTY ETF TR
+$774.6K
9,612
增持
IUSB
ISHARES TR
+$771.2K
48,393
+54%
增持
PSX
PHILLIPS 66
+$752.6K
5,412
+199%
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$747.2K
28,433
建仓
EFG
ISHARES TR
+$743.5K
6,676
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$737.0K
10,771
+61%
建仓
WBD
WARNER BROS DISCOVERY INC
+$733.3K
26,705
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$730.0K
70,905
-18%
增持
TSLA
TESLA INC
-$712.8K
14,257
+7%
建仓
MNR
MACH NATURAL RESOURCES LP
+$700.0K
50,000
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$683.8K
21,659
建仓
CMI
CUMMINS INC
+$670.9K
1,247
增持
IVV
ISHARES TR
+$664.3K
28,186
+9%
建仓
BLCR
BLACKROCK ETF TRUST
+$661.4K
16,107
建仓
TCHP
T ROWE PRICE ETF INC
+$661.2K
14,967
增持
LVHI
LEGG MASON ETF INVT
+$660.9K
100,673
+8%
减持
HAS
HASBRO INC
-$652.0K
86,083
-19%
减持
USFR
WISDOMTREE TR
-$631.2K
25,224
-33%
增持
COST
COSTCO WHOLESALE CORPORATION
+$628.5K
3,577
+5%
增持
USHY
ISHARES TR
+$626.1K
140,327
+15%
增持
JPM
JPMORGAN CHASE & CO
-$624.0K
24,607
+1%
减持
VOT
VANGUARD INDEX FDS
-$610.2K
4,228
-31%
增持
—
EATON CORP PLC
+$604.6K
11,454
+4%
建仓
AIG
AMERICAN INTL GROUP INC
+$603.0K
8,013
增持
CVX
CHEVRON CORPORATION
+$597.3K
9,222
+7%
增持
GOOG
ALPHABET INC
-$596.6K
28,686
+2%
增持
IEMG
ISHARES INC
+$587.2K
79,900
+8%
增持
XLC
SELECT SECTOR SPDR TR
-$583.9K
393,110
+5%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$565.6K
40,086
+6%
增持
DYNF
BLACKROCK ETF TRUST
+$564.8K
36,296
+43%
增持
VTI
VANGUARD INDEX FDS
+$562.7K
37,748
+10%
建仓
FEOE
RBB FUND TRUST
+$558.7K
11,071
清仓
—
BLACKROCK MUN INCOME TR
-$551.6K
0
-100%
建仓
EALT
INNOVATOR ETFS TRUST
+$544.7K
16,217
建仓
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$542.3K
48,079
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$538.8K
129,923
+17%
增持
XLV
SELECT SECTOR SPDR TR
-$532.1K
382,859
+5%
清仓
INTU
INTUIT
-$519.3K
0
-100%
减持
IYH
ISHARES TR
-$515.8K
145,657
-0%
清仓
SMTH
ALPS ETF TR
-$513.4K
0
-100%
建仓
—
SEALED AIR CORP NEW
+$511.6K
12,167
清仓
ALB
ALBEMARLE CORP
-$508.1K
0
-100%
建仓
IDEF
BLACKROCK ETF TRUST
+$507.3K
15,504
减持
VYMI
VANGUARD WHITEHALL FDS
+$496.2K
244,253
-2%
增持
OIH
VANECK ETF TRUST
+$494.8K
2,336
+48%
减持
BA
BOEING CO
-$490.4K
3,299
-38%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$489.1K
31,840
-14%
增持
BAI
BLACKROCK ETF TRUST
+$479.6K
32,749
+82%
增持
SPYV
SPDR SERIES TRUST
+$473.9K
14,465
+139%
增持
ACWX
ISHARES TR
+$472.6K
11,201
+155%
建仓
BUFY
FIRST TR EXCHNG TRADED FD VI
+$467.3K
20,882
建仓
BOND
PIMCO ETF TR
+$463.4K
5,022
增持
THRO
BLACKROCK ETF TRUST
+$462.6K
28,244
+94%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
+$459.9K
41,261
-1%
减持
VOE
VANGUARD INDEX FDS
-$454.6K
12,132
-20%
