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INSIGNEO ADVISORY SERVICES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

INSIGNEO ADVISORY SERVICES, LLC

报告期 2026-03-31 · CIK 0001964958

持仓数

745

前50大市值合计

$840.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$99.0M

389,900

11.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$80.9M

124,461

9.6%

NVDA NVIDIA CORPORATION

COM

$53.6M

307,496

6.4%

AMZN AMAZON COM INC

COM

$44.8M

215,208

5.3%

MSFT MICROSOFT CORP

COM

$39.2M

106,030

4.7%

GLD SPDR GOLD TR

GOLD SHS

$37.6M

87,368

4.5%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$33.9M

70,753

4.0%

GOOGL ALPHABET INC

CAP STK CL A

$31.1M

108,011

3.7%

— TRANE TECHNOLOGIES PLC

SHS

$29.8M

71,575

3.5%

META META PLATFORMS INC

CL A

$29.0M

50,705

3.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$28.8M

49,920

3.4%

SLV ISHARES SILVER TR

ISHARES

$27.6M

404,376

3.3%

GOOG ALPHABET INC

CAP STK CL C

$18.8M

65,604

2.2%

TSLA TESLA INC

COM

$16.6M

44,705

2.0%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$15.4M

25,751

1.8%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$14.4M

74,862

1.7%

IVV ISHARES TR

CORE S&P500 ETF

$13.1M

20,128

1.6%

JPM JPMORGAN CHASE & CO

COM

$10.4M

35,286

1.2%

IBIT ISHARES BITCOIN TRUST ETF

SHS BEN INT

$10.0M

261,236

1.2%

NFLX NETFLIX INC.

COM

$9.5M

98,766

1.1%

AVGO BROADCOM INC

COM

$9.5M

30,546

1.1%

AGG ISHARES TR

CORE US AGGBD ET

$9.3M

93,818

1.1%

SILJ AMPLIFY ETF TR

AMPLIFY JUNIOR S

$9.0M

302,443

1.1%

PSLV SPROTT ASSET MANAGEMENT LP

PHYSICAL SILVER

$8.8M

360,967

1.0%

CPAI NORTHERN LTS FD TR III

COUNTERPOINT QUA

$8.7M

209,367

1.0%

CBLS ELEVATION SERIES TRUST

CLOUGH HEDGED EQ

$8.6M

298,921

1.0%

COST COSTCO WHOLESALE CORPORATION

COM

$8.4M

8,474

1.0%

— EXXON MOBIL CORP

COM

$8.1M

47,631

1.0%

MU MICRON TECHNOLOGY INC

COM

$7.3M

21,485

0.9%

V VISA INC

COM CL A

$7.2M

23,979

0.9%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$7.1M

22,264

0.8%

MA MASTERCARD INCORPORATED

CL A

$7.0M

13,944

0.8%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$6.9M

47,268

0.8%

VTV VANGUARD INDEX FDS

VALUE ETF

$6.5M

33,370

0.8%

WMT WALMART INC

COM

$6.5M

52,194

0.8%

FFLC FIDELITY COVINGTON TRUST

FUNDAMENTAL LARG

$6.4M

125,235

0.8%

LLY ELI LILLY & CO

COM

$6.0M

6,549

0.7%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$5.9M

12,795

0.7%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$5.7M

8

0.7%

HON HONEYWELL INTL INC

COM

$5.5M

24,121

0.6%

JNJ JOHNSON & JOHNSON

COM

$5.4M

21,892

0.6%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$5.3M

68,221

0.6%

AMD ADVANCED MICRO DEVICES INC

COM

$5.2M

25,672

0.6%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$5.2M

15,295

0.6%

IAU ISHARES GOLD TR

ISHARES NEW

$5.0M

57,114

0.6%

— ALLEGION PLC

ORD SHS

$4.8M

33,051

0.6%

BAC BANK AMERICA CORP

COM

$4.5M

92,555

0.5%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$4.5M

79,436

0.5%

CVX CHEVRON CORPORATION

COM

$4.5M

21,562

0.5%

QUAL ISHARES TR

MSCI USA QLT FCT

$4.5M

23,256

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

42%前 6 大占比

AAPL11.8%SPY9.6%NVDA6.4%AMZN5.3%MSFT4.7%GLD4.5%