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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 25
增持 112
减持 5
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$29.8M
391,531
+47%
增持
AMZN
AMAZON COM INC
+$11.9M
202,333
+37%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.6M
56,898
+106%
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
MSFT
MICROSOFT CORP
+$9.7M
82,630
+22%
增持
SPY
SPDR S&P 500 ETF Trust
+$9.3M
71,240
+24%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.7M
147,393
+1784%
增持
VALE
VALE S A
+$4.4M
298,457
+1025%
增持
BAC
BK OF AMERICA CORP
+$4.3M
151,020
+398%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
24,551
+31%
增持
VOO
VANGUARD WORLD FDS
+$4.0M
17,015
+95%
增持
META
META PLATFORMS INC
+$3.6M
34,119
+21%
增持
XLE
SELECT SECTOR SPDR TR
+$3.3M
52,561
+324%
增持
TSLA
TESLA INC
+$2.8M
45,900
+33%
增持
QQQ
INVESCO QQQ TR
+$2.5M
38,667
+4%
增持
GOOGL
ALPHABET INC
+$2.3M
95,975
+13%
增持
GOOG
ALPHABET INC
+$2.2M
56,745
+30%
建仓
MET
METLIFE INC
+$2.2M
33,208
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.1M
10,665
+83%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.8M
8,405
+61%
增持
NIO
NIO INC
+$1.8M
292,702
+203%
增持
IWM
ISHARES INC
+$1.7M
36,904
+15%
增持
MA
MASTERCARD INCORPORATED
+$1.7M
10,972
+44%
增持
VGT
VANGUARD WORLD FDS
+$1.7M
4,833
+193%
增持
BA
BOEING CO
+$1.6M
10,289
+86%
增持
JPM
JPMORGAN CHASE & CO
+$1.5M
38,670
+11%
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
10,097
+235%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.4M
19,059
+42%
增持
COP
CONOCOPHILLIPS
+$1.4M
17,579
+243%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.2M
18,450
+283%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
6,219
+127%
增持
MCD
MCDONALDS CORP
+$1.1M
10,220
+42%
增持
V
VISA INC
+$1.1M
20,745
+11%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$1.1M
72,881
增持
MS
MORGAN STANLEY
+$1.1M
14,147
+427%
增持
HON
HONEYWELL INTL INC
+$1.1M
25,031
+10%
增持
HD
HOME DEPOT INC
+$1.0M
12,496
+15%
增持
—
TOTALENERGIES SE
+$1.0M
25,430
+139%
增持
LLY
LILLY ELI & CO
+$1.0M
4,637
+48%
增持
INTU
INTUIT
+$998.7K
2,099
+242%
增持
AXP
AMERICAN EXPRESS CO
+$947.1K
11,909
+38%
增持
ABBV
ABBVIE INC
+$943.4K
21,676
+34%
清仓
JETS
ETF SER SOLUTIONS
-$916.5K
0
-100%
增持
INTC
INTEL CORP
+$892.1K
43,214
+20%
增持
SHOP
SHOPIFY INC
+$871.1K
33,711
+5%
增持
WFC
WELLS FARGO CO NEW
+$865.5K
41,564
+44%
增持
TGT
TARGET CORP
+$860.0K
9,875
+100%
增持
BX
BLACKSTONE INC
+$854.2K
32,229
+3%
增持
IJR
ISHARES INC
+$851.4K
16,553
+67%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$835.4K
271,170
+14%
增持
PG
PROCTER AND GAMBLE CO
+$829.4K
18,126
+45%
增持
NFLX
NETFLIX INC
+$816.7K
6,620
+4%
建仓
EFA
ISHARES TR
+$802.6K
10,651
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$791.4K
3,906
+29%
增持
COST
COSTCO WHSL CORP NEW
+$766.0K
4,704
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$740.7K
8,151
+93%
增持
CAT
CATERPILLAR INC
+$731.5K
6,402
+50%
建仓
ADI
ANALOG DEVICES INC
+$724.2K
3,648
建仓
BLNK
BLINK CHARGING CO
+$711.9K
210,000
增持
—
EXXON MOBIL CORP
+$710.4K
35,382
+47%
增持
DE
DEERE & CO
+$704.0K
3,885
+72%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$703.2K
7,875
+9%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$688.0K
13,409
建仓
—
NXP SEMICONDUCTORS N V
+$686.6K
2,977
建仓
PDD
PDD HOLDINGS INC
+$678.6K
4,638
增持
DIS
DISNEY WALT CO
+$674.4K
45,402
+7%
增持
BHP
BHP GROUP LTD
+$670.8K
16,749
+101%
增持
SQ
BLOCK INC
+$670.6K
17,251
+15%
增持
ABT
ABBOTT LABS
+$626.5K
11,892
+69%
增持
VNQ
VANGUARD WORLD FDS
+$623.3K
29,856
+13%
增持
TXN
TEXAS INSTRS INC
+$619.0K
7,903
+73%
增持
VZ
VERIZON COMMUNICATIONS INC
+$617.8K
51,655
+26%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$616.5K
5,218
+22%
增持
IR
INGERSOLL RAND INC
+$616.0K
34,914
+7%
增持
NSC
NORFOLK SOUTHN CORP
+$607.4K
6,057
+45%
增持
GS
GOLDMAN SACHS GROUP INC
+$602.3K
4,319
+31%
增持
PM
PHILIP MORRIS INTL INC
+$601.1K
21,003
+41%
增持
PEP
PEPSICO INC
+$598.0K
13,596
+33%
增持
BSX
BOSTON SCIENTIFIC CORP
+$592.6K
18,995
+98%
增持
MRK
MERCK & CO INC
+$571.1K
24,376
+20%
增持
SHEL
SHELL PLC
+$563.8K
37,982
+26%
增持
—
BLACKROCK INC
+$560.8K
1,781
+30%
增持
SCHW
SCHWAB CHARLES CORP
+$558.9K
19,609
+36%
清仓
VAW
VANGUARD WORLD FDS
-$556.5K
0
-100%
减持
CRM
SALESFORCE INC
+$554.5K
10,590
-4%
增持
IWF
ISHARES INC
+$551.1K
3,128
+110%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$547.3K
478
+60%
清仓
DVY
ISHARES TR
-$545.5K
0
-100%
增持
NOW
SERVICENOW INC
+$544.7K
1,597
+53%
建仓
SOXX
ISHARES TR
+$542.1K
941
增持
USB
US BANCORP DEL
+$537.4K
20,042
+98%
建仓
XBI
SPDR SER TR
+$537.4K
6,019
增持
IJH
ISHARES INC
+$534.2K
3,060
+144%
增持
MDLZ
MONDELEZ INTL INC
+$516.0K
13,184
+107%
增持
PNC
PNC FINL SVCS GROUP INC
+$509.1K
5,960
+77%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$508.8K
18,880
+23%
建仓
TMUS
T-MOBILE US INC
+$488.7K
3,048
建仓
CI
THE CIGNA GROUP
+$488.4K
1,631
增持
DHR
DANAHER CORPORATION
+$485.7K
4,227
+113%
清仓
—
ASTRAZENECA PLC
-$485.0K
0
-100%
增持
AVGO
BROADCOM INC
+$481.5K
1,662
+0%
增持
TJX
TJX COS INC NEW
+$465.1K
13,656
+49%
增持
T
AT&T INC
+$462.0K
95,856
+26%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$446.6K
1,986
增持
NEE
NEXTERA ENERGY INC
+$440.3K
26,104
+31%
增持
MU
MICRON TECHNOLOGY INC
+$440.1K
12,822
+33%
清仓
VO
VANGUARD INDEX FDS
-$434.4K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$434.1K
0
-100%
建仓
XEL
XCEL ENERGY INC
+$427.3K
6,844
增持
CMCSA
COMCAST CORP
+$422.5K
41,188
+32%
增持
—
ASML HOLDING N V
+$416.7K
937
+89%
增持
NOC
NORTHROP GRUMMAN CORP
+$410.2K
1,401
+151%
增持
KO
COCA COLA CO
+$404.6K
46,816
+12%
建仓
WDAY
WORKDAY INC
+$403.3K
1,461
建仓
—
LYONDELLBASELL INDUSTRIES N
+$403.2K
4,241
增持
JNJ
JOHNSON & JOHNSON
+$396.9K
22,315
+12%
增持
VGK
VANGUARD WORLD FDS
+$393.0K
31,481
+11%
增持
F
FORD MTR CO DEL
+$389.4K
89,290
+59%
增持
VTI
VANGUARD WORLD FDS
+$386.7K
15,421
+0%
增持
NKE
NIKE INC
+$386.7K
12,845
+22%
增持
LOW
LOWES COS INC
+$384.6K
7,597
+21%
建仓
DOV
DOVER CORP
+$384.2K
2,498
增持
C
CITIGROUP INC
+$379.2K
36,539
+0%
增持
BBAR
BANCO BBVA ARGENTINA S A
+$375.5K
82,857
+364%
建仓
SYK
STRYKER CORPORATION
+$368.1K
1,226
建仓
MRVL
MARVELL TECHNOLOGY INC
+$368.0K
6,102
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$367.3K
2,343
减持
COIN
COINBASE GLOBAL INC
+$363.8K
4,144
-13%
增持
BP
BP PLC
+$361.0K
27,552
+74%
增持
UBER
UBER TECHNOLOGIES INC
+$359.9K
19,610
+6%
建仓
VLTO
VERALTO CORP
+$352.6K
4,282
增持
VTV
VANGUARD INDEX FDS
+$352.5K
28,754
+1%
清仓
ITUB
ITAU UNIBANCO HLDG S A
-$350.8K
0
-100%
增持
COTY
COTY INC
+$350.6K
56,542
+76%
增持
PGR
PROGRESSIVE CORP
+$347.5K
4,397
+74%
建仓
PPG
PPG INDS INC
+$345.9K
2,313
清仓
VFH
VANGUARD WORLD FDS
-$345.5K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$342.1K
10,641
+25%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$340.3K
17,807
+2%
增持
SONY
SONY GROUP CORPORATION
+$339.3K
7,568
+65%
增持
WMT
WALMART INC
+$337.8K
18,995
+14%
建仓
BIIB
BIOGEN INC
+$333.0K
1,287
减持
XLF
SELECT SECTOR SPDR TR
-$332.9K
81,829
-20%
减持
EEM
ISHARES INC
+$322.7K
187,766
-1%
增持
SPGI
S&P GLOBAL INC
+$321.3K
1,290
+91%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$314.7K
6,253
建仓
SYY
SYSCO CORP
+$313.9K
4,292
增持
SUPV
GRUPO SUPERVIELLE S.A.
+$311.4K
139,576
+21%
增持
EWJ
ISHARES INC
+$310.8K
46,145
+5%
减持
MELI
MERCADOLIBRE INC
+$306.8K
2,076
-11%
增持
GD
GENERAL DYNAMICS CORP
+$306.2K
2,768
+48%
