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
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 59
增持 36
减持 44
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$22.9M
266,489
-25%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.9M
27,680
-46%
减持
VALE
VALE S A
-$3.5M
26,534
-91%
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
XLE
SELECT SECTOR SPDR TR
-$2.7M
12,400
-74%
减持
AMZN
AMAZON COM INC
-$2.7M
148,035
-10%
建仓
SHOP
SHOPIFY INC
+$1.8M
32,161
增持
GOOGL
ALPHABET INC
+$1.7M
84,570
+8%
减持
BAC
BK OF AMERICA CORP
-$1.6M
30,314
-64%
减持
VGT
VANGUARD WORLD FDS
-$1.5M
1,651
-66%
减持
BA
BOEING CO
-$1.2M
5,529
-48%
增持
META
META PLATFORMS INC
+$967.5K
28,094
+8%
增持
NVDA
NVIDIA CORPORATION
+$942.9K
18,693
+10%
减持
EWZ
ISHARES INC
-$918.1K
44,703
-37%
减持
MS
MORGAN STANLEY
-$887.3K
2,684
-79%
建仓
SLB
SCHLUMBERGER LTD
+$765.3K
13,070
减持
—
TOTALENERGIES SE
-$680.7K
10,630
-55%
增持
VOO
VANGUARD WORLD FDS
+$679.7K
8,744
+29%
减持
MPC
MARATHON PETE CORP
+$665.4K
19,609
-1%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$654.5K
10
+11%
增持
EZU
ISHARES INC
+$638.6K
30,073
+118%
减持
HON
HONEYWELL INTL INC
-$621.0K
22,708
-2%
建仓
ALB
ALBEMARLE CORP
+$603.2K
3,541
减持
VHT
VANGUARD WORLD FDS
-$602.0K
1,253
-66%
增持
PFF
ISHARES TR
+$577.0K
58,204
+53%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$568.5K
4,814
-48%
建仓
—
CARNIVAL CORP
+$563.9K
41,098
清仓
DG
DOLLAR GEN CORP NEW
-$563.3K
0
-100%
建仓
DVY
ISHARES TR
+$545.5K
5,000
减持
TGT
TARGET CORP
-$544.0K
4,942
-40%
建仓
OIH
VANECK ETF TRUST
+$532.1K
1,542
增持
CVX
CHEVRON CORP NEW
+$496.9K
16,575
+13%
建仓
BCE
BCE INC
+$492.3K
12,639
减持
BHP
BHP GROUP LTD
-$482.5K
8,322
-48%
增持
BX
BLACKSTONE INC
+$467.9K
31,409
+1%
清仓
URTH
ISHARES INC
-$463.6K
0
-100%
减持
GOOG
ALPHABET INC
+$459.9K
43,727
-0%
减持
DHR
DANAHER CORPORATION
-$452.2K
1,988
-49%
减持
EEM
ISHARES INC
-$441.3K
190,443
-2%
减持
BBAR
BANCO BBVA ARGENTINA S A
-$432.7K
17,857
-78%
增持
MA
MASTERCARD INCORPORATED
+$423.5K
7,631
+16%
增持
—
EXXON MOBIL CORP
+$422.2K
24,044
+7%
增持
LLY
LILLY ELI & CO
+$419.3K
3,125
+16%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$419.1K
7,825
增持
JETS
ETF SER SOLUTIONS
+$409.6K
53,817
+127%
建仓
CNI
CANADIAN NATL RY CO
+$406.8K
3,755
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$401.5K
5,821
+29%
减持
BIDU
BAIDU INC
-$386.5K
2,181
-56%
建仓
XLY
SELECT SECTOR SPDR TR
+$382.2K
2,374
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$381.5K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$380.2K
37,289
+6%
增持
NIO
NIO INC
+$378.9K
96,736
+89%
建仓
ENB
ENBRIDGE INC
+$378.5K
11,353
减持
SUPV
GRUPO SUPERVIELLE S.A.
-$378.3K
114,976
-44%
减持
VTV
VANGUARD INDEX FDS
-$374.6K
28,610
-6%
增持
JPM
JPMORGAN CHASE & CO
+$369.3K
34,805
+8%
建仓
HLN
HALEON PLC
+$368.1K
43,974
减持
IEUR
ISHARES INC
-$361.9K
47,915
-8%
清仓
ARKF
ARK ETF TR
-$356.5K
0
-100%
增持
VNQ
VANGUARD WORLD FDS
+$355.4K
26,441
+35%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$351.9K
8,678
清仓
CLX
CLOROX CO DEL
-$345.6K
0
-100%
建仓
VFH
VANGUARD WORLD FDS
+$345.5K
4,275
建仓
IEFA
ISHARES TR
+$342.1K
5,316
建仓
TRP
TC ENERGY CORP
+$336.7K
9,552
建仓
KVUE
KENVUE INC
+$334.4K
16,655
建仓
PAYX
PAYCHEX INC
+$325.8K
2,825
增持
MELI
MERCADOLIBRE INC
+$324.6K
2,330
+5%
减持
CRM
SALESFORCE INC
-$322.4K
11,008
-9%
减持
BP
BP PLC
-$318.0K
15,865
-40%
清仓
BBBY
OVERSTOCK COM INC DEL
-$309.4K
0
-100%
增持
SHEL
SHELL PLC
+$299.6K
30,063
+11%
清仓
LI
LI AUTO INC
-$298.6K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$286.2K
4,222
-36%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$283.1K
7,217
-3%
建仓
SU
SUNCOR ENERGY INC
+$281.6K
8,191
增持
SBUX
STARBUCKS CORP
+$279.9K
9,464
+61%
增持
BABA
ALIBABA GROUP HLDG LTD
+$279.7K
27,620
+9%
清仓
HOOD
ROBINHOOD MKTS INC
-$278.0K
0
-100%
建仓
XOP
SPDR SER TR
+$270.7K
1,830
减持
MSI
MOTOROLA SOLUTIONS INC
-$268.1K
819
-51%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$268.1K
0
-100%
减持
ABT
ABBOTT LABS
-$266.3K
7,046
-19%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$263.5K
13,370
-20%
建仓
OXY
OCCIDENTAL PETE CORP
+$262.4K
4,032
建仓
MGPI
MGP INGREDIENTS INC
+$261.1K
2,475
建仓
DRI
DARDEN RESTAURANTS INC
+$260.1K
1,816
增持
UNH
UNITEDHEALTH GROUP INC
+$255.6K
5,236
+6%
清仓
XBI
SPDR SER TR
-$255.0K
0
-100%
清仓
IXJ
ISHARES INC
-$255.0K
0
-100%
增持
IWM
ISHARES INC
-$252.5K
32,189
+1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$251.6K
31,917
-11%
建仓
IDV
ISHARES TR
+$251.2K
9,701
减持
EWJ
ISHARES INC
-$251.0K
43,936
-6%
建仓
COWZ
PACER FDS TR
+$250.8K
5,074
建仓
DAL
DELTA AIR LINES INC DEL
+$250.6K
6,773
建仓
WSO
WATSCO INC
+$249.3K
660
建仓
BN
BROOKFIELD CORP
+$248.7K
7,917
建仓
GLW
CORNING INC
+$247.5K
8,122
减持
JNJ
JOHNSON & JOHNSON
-$247.3K
19,909
-2%
建仓
SPGI
S&P GLOBAL INC
+$247.0K
676
建仓
MSCI
MSCI INC
+$246.3K
480
建仓
CIEN
CIENA CORP
+$244.7K
5,178
减持
VZ
VERIZON COMMUNICATIONS INC
-$243.8K
41,023
-3%
建仓
WELL
WELLTOWER INC
+$240.9K
2,941
减持
TXN
TEXAS INSTRS INC
-$240.2K
4,579
-15%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$239.9K
1,813
建仓
SCZ
ISHARES TR
+$239.4K
4,240
建仓
VFMF
VANGUARD WELLINGTON FD
+$237.9K
2,304
建仓
KHC
KRAFT HEINZ CO
+$232.7K
6,917
建仓
DKS
DICKS SPORTING GOODS INC
+$231.8K
2,135
建仓
IYF
ISHARES TR
+$231.2K
3,069
建仓
AEP
AMERICAN ELEC PWR CO INC
+$228.6K
3,039
建仓
MRSH
MARSH & MCLENNAN COS INC
+$225.1K
1,183
建仓
FIS
FIDELITY NATL INFORMATION SV
+$224.7K
4,066
建仓
—
HESS CORP
+$224.0K
1,464
增持
BMEZ
BLACKROCK HEALTH SCIENCS TR
-$222.9K
112,874
+0%
建仓
CGAU
CENTERRA GOLD INC
+$222.9K
45,484
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$222.1K
592
减持
ITW
ILLINOIS TOOL WKS INC
-$222.1K
1,235
-39%
建仓
FCX
FREEPORT-MCMORAN INC
+$221.1K
5,928
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$221.0K
1,230
建仓
FEZ
SPDR INDEX SHS FDS
+$220.6K
5,250
建仓
—
DUPONT DE NEMOURS INC
+$218.8K
2,933
建仓
IEMG
ISHARES INC
+$217.1K
4,563
减持
BSX
BOSTON SCIENTIFIC CORP
-$216.8K
9,574
-28%
建仓
EWG
ISHARES INC
+$216.2K
8,250
建仓
VOT
VANGUARD INDEX FDS
+$215.6K
1,107
建仓
EMN
EASTMAN CHEM CO
+$214.9K
2,772
减持
XLK
SELECT SECTOR SPDR TR
-$214.2K
3,010
-26%
增持
—
ETF MANAGERS TR
+$212.5K
138,697
+35%
增持
CAT
CATERPILLAR INC
+$212.1K
4,254
+10%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$211.2K
863
+44%
建仓
REG
REGENCY CTRS CORP
+$211.2K
3,514
建仓
—
JUNIPER NETWORKS INC
+$209.5K
7,539
增持
WMT
WALMART INC
+$209.0K
16,675
+7%
建仓
HUM
HUMANA INC
+$207.1K
425
建仓
ARES
ARES MANAGEMENT CORPORATION
+$205.3K
1,996
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$204.3K
2,921
增持
VUG
VANGUARD INDEX FDS
+$201.5K
5,042
+22%
建仓
XLC
SELECT SECTOR SPDR TR
+$201.2K
3,068
增持
AMD
ADVANCED MICRO DEVICES INC
+$196.9K
13,429
+29%
增持
INTC
INTEL CORP
+$196.6K
35,990
+11%
减持
GGAL
GRUPO FINANCIERO GALICIA S.A
-$196.5K
15,796
-33%
增持
ZTS
ZOETIS INC
+$194.9K
2,795
+65%
增持
TSLA
TESLA INC
+$190.7K
34,552
+7%
减持
GILD
GILEAD SCIENCES INC
-$182.9K
6,027
-27%
减持
VLUE
ISHARES INC
-$181.6K
28,150
-4%
增持
COST
COSTCO WHSL CORP NEW
+$178.0K
4,265
+3%
减持
ARKG
ARK ETF TR
-$177.3K
26,719
-1%
增持
DIS
DISNEY WALT CO
+$176.7K
42,423
+16%
