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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
$840.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 42
增持 59
减持 30
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$9.5M
284,342
-1%
增持
SPY
SPDR S&P 500 ETF Trust
+$3.8M
35,029
+27%
增持
QQQ
INVESCO QQQ TR
+$2.6M
25,041
+23%
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
IWM
ISHARES INC
+$2.4M
30,463
+76%
增持
AMZN
AMAZON COM INC
+$2.4M
121,708
+0%
增持
MSFT
MICROSOFT CORP
+$2.2M
43,293
+1%
增持
TSLA
TESLA INC
+$2.1M
21,463
+12%
增持
EEM
ISHARES INC
+$1.7M
137,094
+40%
增持
XLE
SELECT SECTOR SPDR TR
+$1.5M
37,491
+104%
减持
NVDA
NVIDIA CORPORATION
+$1.5M
13,229
-12%
建仓
AIA
ISHARES TR
+$1.4M
22,661
建仓
SHEL
SHELL PLC
+$1.4M
24,230
建仓
XMAR
FIRST TR EXCHNG TRADED FD VI
+$1.3M
43,338
减持
META
META PLATFORMS INC
+$1.3M
15,610
-7%
增持
EWZ
ISHARES INC
+$1.2M
59,816
+285%
建仓
—
ETF MANAGERS TR
+$1.1M
100,002
减持
JPM
JPMORGAN CHASE & CO
-$1.1M
16,252
-32%
增持
IEUR
ISHARES INC
+$879.6K
45,067
+45%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$754.8K
110,237
+197%
增持
MPC
MARATHON PETE CORP
+$734.8K
22,108
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$724.2K
20,362
+13%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$714.7K
7,199
+24%
增持
CRM
SALESFORCE INC
+$694.6K
8,518
+12%
增持
BABA
ALIBABA GROUP HLDG LTD
+$679.6K
17,456
+39%
建仓
GDXJ
VANECK ETF TRUST
+$675.8K
17,109
建仓
HOOD
ROBINHOOD MKTS INC
+$662.5K
68,228
减持
XLF
SELECT SECTOR SPDR TR
-$560.0K
42,644
-24%
建仓
CROX
CROCS INC
+$531.0K
4,200
减持
MELI
MERCADOLIBRE INC
+$517.8K
1,258
-6%
增持
HON
HONEYWELL INTL INC
-$495.7K
22,464
+1%
减持
GOOG
ALPHABET INC
-$494.1K
20,150
-31%
建仓
BBBY
OVERSTOCK COM INC DEL
+$490.5K
24,200
减持
BA
BOEING CO
-$452.8K
6,615
-32%
增持
—
UNILEVER PLC
+$430.7K
17,652
+83%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$428.0K
0
-100%
建仓
—
CME GROUP INC
+$417.1K
2,178
减持
BAC
BK OF AMERICA CORP
-$409.2K
27,004
-24%
减持
VNQ
VANGUARD WORLD FDS
-$409.2K
5,634
-47%
清仓
MMM
3M CO
-$391.0K
0
-100%
建仓
TME
TENCENT MUSIC ENTMT GROUP
+$379.9K
45,876
增持
CSCO
CISCO SYS INC
+$362.5K
22,859
+31%
减持
SDY
SPDR SER TR
-$357.2K
5,487
-34%
减持
MS
MORGAN STANLEY
-$338.7K
2,658
-60%
减持
—
EXXON MOBIL CORP
-$336.6K
12,770
-19%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$332.3K
39,322
清仓
STAG
STAG INDL INC
-$327.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$320.0K
0
-100%
建仓
ROKU
ROKU INC
+$314.6K
4,780
清仓
WM
WASTE MGMT INC DEL
-$310.0K
0
-100%
增持
BX
BLACKSTONE INC
+$303.7K
9,776
+31%
减持
CVX
CHEVRON CORP NEW
-$303.3K
10,123
-7%
增持
DIS
DISNEY WALT CO
+$299.1K
18,853
+3%
建仓
DVN
DEVON ENERGY CORP NEW
+$298.5K
5,899
增持
SCHD
SCHWAB STRATEGIC TR
+$296.9K
15,814
+39%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$290.0K
0
-100%
清仓
LAND
GLADSTONE LD CORP
-$287.0K
0
-100%
建仓
PLD
PROLOGIS INC.
+$286.7K
2,337
增持
BHP
BHP GROUP LTD
+$283.0K
11,560
+59%
建仓
ARTY
ISHARES TR
+$282.4K
9,000
增持
SCHW
SCHWAB CHARLES CORP
+$281.3K
11,375
+201%
清仓
SYY
SYSCO CORP
-$274.0K
0
-100%
清仓
—
SVB FINANCIAL GROUP
-$272.0K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$272.0K
0
-100%
减持
—
TOTALENERGIES SE
-$270.4K
19,949
-14%
增持
AMD
ADVANCED MICRO DEVICES INC
+$268.3K
6,492
+14%
清仓
MET
METLIFE INC
-$268.0K
0
-100%
增持
TTD
THE TRADE DESK INC
+$264.3K
14,994
+4%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$258.0K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$257.3K
1,116
-46%
建仓
URNM
SPROTT FDS TR
+$253.0K
8,065
建仓
—
LAM RESEARCH CORP
+$251.9K
472
建仓
UBER
UBER TECHNOLOGIES INC
+$250.8K
7,919
清仓
GE
GENERAL ELECTRIC CO
-$249.0K
0
-100%
增持
PFE
PFIZER INC
-$248.0K
32,443
+6%
建仓
PFF
ISHARES TR
+$245.6K
7,867
建仓
SE
SEA LTD
+$243.6K
2,815
建仓
SNY
SANOFI
+$235.8K
4,333
建仓
—
JUNIPER NETWORKS INC
+$235.6K
6,846
增持
GS
GOLDMAN SACHS GROUP INC
+$233.7K
1,992
+66%
建仓
XOP
SPDR SER TR
+$233.5K
1,830
建仓
OIH
VANECK ETF TRUST
+$233.3K
842
建仓
TEAM
ATLASSIAN CORPORATION
+$231.9K
1,355
建仓
TWLO
TWILIO INC
+$229.7K
3,448
减持
VXUS
VANGUARD WORLD FDS
-$224.3K
24,410
-20%
建仓
DOW
DOW INC
+$224.2K
4,089
清仓
NXST
NEXSTAR MEDIA GROUP INC
-$224.0K
0
-100%
增持
MSI
MOTOROLA SOLUTIONS INC
+$223.4K
1,524
+84%
减持
VZ
VERIZON COMMUNICATIONS INC
-$219.1K
28,546
-15%
建仓
REG
REGENCY CTRS CORP
+$212.8K
3,514
建仓
ADSK
AUTODESK INC
+$211.9K
1,018
增持
PSX
PHILLIPS 66
+$211.4K
4,660
+86%
建仓
WELL
WELLTOWER INC
+$211.3K
2,969
减持
AMP
AMERIPRISE FINL INC
-$211.2K
1,611
-29%
建仓
MDB
MONGODB INC
+$210.3K
902
建仓
COIN
COINBASE GLOBAL INC
+$210.1K
3,141
清仓
ONEQ
FIDELITY COMWLTH TR
-$209.0K
0
-100%
清仓
VFH
VANGUARD WORLD FDS
-$207.0K
0
-100%
增持
WMT
WALMART INC
+$206.4K
11,416
+10%
清仓
XLV
SELECT SECTOR SPDR TR
-$206.0K
0
-100%
增持
HD
HOME DEPOT INC
+$202.1K
8,212
+17%
增持
LIT
GLOBAL X FDS
+$201.3K
7,149
+67%
清仓
—
BLACKROCK INC
-$201.0K
0
-100%
减持
EWJ
ISHARES INC
-$200.8K
37,625
-15%
增持
FDX
FEDEX CORP
+$200.4K
2,506
+17%
清仓
STZ
CONSTELLATION BRANDS INC
-$200.0K
0
-100%
建仓
AFGR
FIRST TR EXCHNG TRADED FD VI
+$197.8K
10,364
建仓
—
PHYSICIANS RLTY TR
+$193.5K
13,013
增持
NFLX
NETFLIX INC
+$191.0K
2,975
+5%
增持
ARKK
ARK ETF TR
+$190.8K
20,570
+0%
增持
BIDU
BAIDU INC
+$184.5K
4,533
+3%
增持
DOCU
DOCUSIGN INC
+$184.1K
8,835
+48%
建仓
NIO
NIO INC
+$182.6K
17,373
增持
SONY
SONY GROUP CORPORATION
+$176.7K
5,921
+26%
增持
UPS
UNITED PARCEL SERVICE INC
+$174.2K
4,486
+12%
减持
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$167.7K
23,742
-26%
建仓
AFRM
AFFIRM HLDGS INC
+$165.7K
14,705
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$162.3K
3,217
+50%
建仓
SAN
BANCO SANTANDER S.A.
+$157.9K
42,784
减持
DUK
DUKE ENERGY CORP NEW
-$154.2K
6,280
-15%
增持
CMCSA
COMCAST CORP
+$152.0K
20,469
+15%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$149.3K
6,624
-16%
增持
AXON
AXON ENTERPRISE INC
+$147.4K
2,461
+1%
增持
COST
COSTCO WHSL CORP NEW
+$145.8K
3,576
+0%
增持
DOCN
DIGITALOCEAN HLDGS INC
+$145.6K
9,232
+9%
增持
GILD
GILEAD SCIENCES INC
+$144.9K
5,507
+51%
增持
MU
MICRON TECHNOLOGY INC
+$143.5K
11,502
+1%
增持
PYPL
PAYPAL HLDGS INC
+$141.0K
11,644
+12%
减持
ABNB
AIRBNB INC
+$137.9K
5,634
-15%
增持
TGT
TARGET CORP
+$133.9K
5,848
+5%
减持
T
AT&T INC
-$130.4K
37,626
-19%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$130.2K
8,261
+44%
减持
VBR
VANGUARD WORLD FDS
-$127.4K
2,725
-23%
增持
ITA
ISHARES INC
+$127.2K
4,008
+34%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$126.8K
3,401
+5%
建仓
COTY
COTY INC
+$126.0K
10,446
建仓
BAK
BRASKEM S A
+$121.9K
15,835
增持
JNJ
JOHNSON & JOHNSON
-$121.8K
11,855
+7%
建仓
BTX
BLACKROCK INNOVATION AND GRW
+$120.5K
15,000
建仓
YPF
YPF SOCIEDAD ANONIMA
+$119.6K
10,895
减持
AMAT
APPLIED MATLS INC
+$117.1K
5,594
-4%
减持
IVV
ISHARES INC
-$116.0K
893
-29%
减持
PANW
PALO ALTO NETWORKS INC
+$114.9K
1,998
-2%
增持
C
CITIGROUP INC
+$112.6K
19,749
+10%
增持
MRK
MERCK & CO INC
+$109.3K
12,542
+13%
建仓
BDN
BRANDYWINE RLTY TR
+$105.6K
23,200
增持
WFC
WELLS FARGO CO NEW
+$105.2K
16,351
+34%
减持
VTWO
VANGUARD WORLD FDS
-$101.5K
13,381
-12%
增持
O
REALTY INCOME CORP
+$99.1K
5,700
+39%
增持
UNP
UNION PAC CORP
+$98.2K
3,161
+22%
增持
UNH
UNITEDHEALTH GROUP INC
-$96.2K
2,909
+5%
