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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 47
增持 74
减持 21
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
—
TRANE TECHNOLOGIES PLC
+$21.4M
71,307
增持
NVDA
NVIDIA CORPORATION
+$13.3M
28,212
+15%
增持
AMZN
AMAZON COM INC
+$8.2M
215,805
+7%
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
SPY
SPDR S&P 500 ETF Trust
+$7.4M
78,923
+11%
增持
MSFT
MICROSOFT CORP
+$6.7M
89,694
+9%
增持
META
META PLATFORMS INC
+$6.2M
37,653
+10%
增持
AAPL
APPLE INC
-$5.6M
406,821
+4%
建仓
—
ALLEGION PLC
+$4.4M
32,819
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.7M
57,145
+0%
减持
TSLA
TESLA INC
-$3.6M
44,310
-3%
减持
BAC
BANK AMERICA CORP
-$3.4M
43,599
-71%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.6M
186,419
+26%
增持
VOO
VANGUARD WORLD FDS
+$2.4M
20,376
+20%
增持
DIS
DISNEY WALT CO
+$2.3M
52,172
+15%
清仓
MET
METLIFE INC
-$2.2M
0
-100%
增持
GOOG
ALPHABET INC
+$2.2M
66,902
+18%
减持
CRM
SALESFORCE INC
-$2.1M
2,351
-78%
建仓
—
ACCENTURE PLC IRELAND
+$2.1M
5,985
增持
LLY
LILLY ELI & CO
+$2.0M
6,092
+31%
建仓
—
EATON CORP PLC
+$2.0M
6,408
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.0M
28,139
+58%
建仓
—
CHUBB LIMITED
+$1.7M
6,622
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.6M
24,351
+28%
增持
MA
MASTERCARD INCORPORATED
+$1.6M
13,000
+18%
减持
VLUE
ISHARES INC
-$1.6M
11,842
-58%
建仓
—
MEDTRONIC PLC
+$1.5M
16,972
建仓
—
LINDE PLC
+$1.4M
3,111
增持
QQQ
INVESCO QQQ TR
+$1.4M
38,857
+0%
增持
—
EXXON MOBIL CORP
+$1.4M
42,138
+19%
清仓
—
ETF MANAGERS TR
-$1.3M
0
-100%
增持
NFLX
NETFLIX INC
+$1.3M
7,444
+12%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
39,304
+2%
减持
LOW
LOWES COS INC
-$1.3M
1,594
-79%
增持
—
ASML HOLDING N V
+$1.2M
2,017
+115%
增持
IVV
ISHARES INC
+$1.2M
4,172
+106%
减持
VALE
VALE S A
-$1.2M
293,329
-2%
减持
BA
BOEING CO
-$1.1M
8,449
-18%
减持
MPC
MARATHON PETE CORP
+$1.0M
19,852
-1%
增持
AXP
AMERICAN EXPRESS CO
+$981.2K
14,108
+18%
增持
CAT
CATERPILLAR INC
+$932.7K
7,711
+20%
增持
NIO
NIO INC
-$916.2K
386,365
+32%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$885.8K
22,133
+254%
增持
MRK
MERCK & CO INC
+$881.1K
26,800
+10%
增持
AVGO
BROADCOM INC
+$870.5K
2,055
+24%
增持
V
VISA INC
+$837.5K
22,354
+8%
增持
SCHD
SCHWAB STRATEGIC TR
+$827.3K
28,622
+47%
增持
ABBV
ABBVIE INC
+$815.8K
22,926
+6%
增持
NVO
NOVO-NORDISK A S
+$803.3K
10,585
+94%
减持
EEM
ISHARES INC
-$800.8K
164,296
-12%
增持
COP
CONOCOPHILLIPS
+$794.9K
22,276
+27%
增持
PG
PROCTER AND GAMBLE CO
+$781.7K
21,189
+17%
减持
GOOGL
ALPHABET INC
+$773.9K
93,955
-2%
增持
VTV
VANGUARD INDEX FDS
+$769.1K
31,117
+8%
增持
EFA
ISHARES TR
+$766.9K
19,652
+85%
增持
IR
INGERSOLL RAND INC
+$724.6K
36,070
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$688.1K
8,876
+43%
建仓
—
ASTRAZENECA PLC
+$651.8K
9,621
增持
C
CITIGROUP INC
+$651.7K
40,026
+10%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$651.6K
23,475
+24%
建仓
UAL
UNITED AIRLS HLDGS INC
+$637.1K
13,306
减持
IJR
ISHARES INC
-$627.3K
10,537
-36%
建仓
JD
JD.COM INC
+$621.2K
22,679
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$619.0K
24,101
+80%
建仓
—
ALCON AG
+$617.9K
7,439
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$617.6K
3,145
+38%
建仓
BF/B
BROWN FORMAN CORP
+$587.6K
11,336
增持
VGK
VANGUARD WORLD FDS
+$572.3K
38,642
+23%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$566.4K
6,178
-22%
清仓
REET
ISHARES INC
-$531.5K
0
-100%
增持
ORCL
ORACLE CORP
+$522.3K
12,147
+28%
增持
UNH
UNITEDHEALTH GROUP INC
+$518.4K
9,993
+19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$516.5K
9,686
+19%
增持
INTU
INTUIT
+$510.0K
2,803
+34%
增持
WFC
WELLS FARGO CO NEW
+$493.6K
43,813
+5%
增持
HD
HOME DEPOT INC
+$490.6K
12,568
+1%
增持
GE
GENERAL ELECTRIC CO
+$489.6K
6,198
+32%
建仓
ARM
ARM HOLDINGS PLC
+$486.0K
3,888
建仓
—
ROYAL CARIBBEAN GROUP
+$479.2K
3,447
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$476.2K
5,238
建仓
WCN
WASTE CONNECTIONS INC
+$474.4K
2,758
增持
FXI
ISHARES INC
+$473.8K
39,651
+98%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$463.9K
11,010
增持
VTI
VANGUARD WORLD FDS
+$460.7K
15,848
+3%
建仓
—
ICON PLC
+$456.2K
1,358
建仓
FISV
FISERV INC
+$454.4K
2,843
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$449.2K
8,971
-16%
增持
TGT
TARGET CORP
+$448.3K
10,466
+6%
建仓
MSTR
MICROSTRATEGY INC
+$439.9K
258
增持
UBER
UBER TECHNOLOGIES INC
+$439.3K
21,388
+9%
建仓
EPI
WISDOMTREE TR
+$439.0K
10,079
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$426.8K
7,199
减持
GS
GOLDMAN SACHS GROUP INC
-$422.1K
2,978
-31%
增持
PGR
PROGRESSIVE CORP
+$420.2K
5,418
+23%
增持
SMH
VANECK ETF TRUST
+$420.0K
7,877
+2%
增持
VXUS
VANGUARD WORLD FDS
+$411.7K
30,399
+24%
增持
—
NXP SEMICONDUCTORS N V
+$401.7K
4,375
+47%
清仓
QYLD
GLOBAL X FDS
-$396.9K
0
-100%
建仓
—
TE CONNECTIVITY LTD
+$389.4K
2,681
清仓
ROKU
ROKU INC
-$385.3K
0
-100%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$384.3K
0
-100%
建仓
—
APTIV PLC
+$382.6K
4,804
建仓
DVY
ISHARES TR
+$377.1K
3,061
增持
JNJ
JOHNSON & JOHNSON
+$372.9K
24,468
+10%
增持
TJX
TJX COS INC NEW
+$367.4K
16,254
+19%
建仓
MFC
MANULIFE FINL CORP
+$363.5K
14,545
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$361.6K
19,285
建仓
IEV
ISHARES TR
+$360.0K
6,467
减持
ALB
ALBEMARLE CORP
-$358.1K
1,982
-54%
减持
XLF
SELECT SECTOR SPDR TR
+$357.6K
81,537
-0%
建仓
LEN
LENNAR CORP
+$356.2K
2,071
减持
COIN
COINBASE GLOBAL INC
+$354.0K
4,054
-2%
建仓
DVN
DEVON ENERGY CORP NEW
+$352.9K
7,032
增持
BABA
ALIBABA GROUP HLDG LTD
+$351.9K
36,941
+25%
增持
COST
COSTCO WHSL CORP NEW
+$350.6K
4,813
+2%
建仓
QDEC
FIRST TR EXCHNG TRADED FD VI
+$349.1K
14,050
增持
PFE
PFIZER INC
+$347.8K
84,275
+22%
建仓
—
SUPER MICRO COMPUTER INC
+$346.4K
343
建仓
XLB
SELECT SECTOR SPDR TR
+$345.9K
3,724
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$345.3K
19,457
+5%
建仓
MCK
MCKESSON CORP
+$343.4K
639
减持
PYPL
PAYPAL HLDGS INC
-$340.8K
19,808
-27%
清仓
ETSY
ETSY INC
-$336.5K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$334.4K
3,269
+14%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
-$327.9K
276,204
+2%
建仓
—
JOHNSON CTLS INTL PLC
+$327.3K
4,981
建仓
TDG
TRANSDIGM GROUP INC
+$323.9K
263
增持
AMAT
APPLIED MATLS INC
+$319.5K
5,451
+10%
增持
T
AT&T INC
+$313.0K
109,173
+14%
减持
EWJ
ISHARES INC
+$310.9K
45,840
-1%
减持
ACWV
ISHARES INC
-$307.8K
8,440
-29%
增持
REGN
REGENERON PHARMACEUTICALS
+$299.7K
952
+36%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$299.2K
10,389
建仓
—
BROOKFIELD RENEWABLE PARTNER
+$296.8K
12,775
建仓
QUAL
ISHARES TR
+$295.0K
1,795
建仓
APH
AMPHENOL CORP NEW
+$292.5K
2,531
建仓
—
ARISTA NETWORKS INC
+$289.7K
999
增持
DHR
DANAHER CORPORATION
+$286.2K
4,930
+17%
增持
MLM
MARTIN MARIETTA MATLS INC
+$285.9K
941
+61%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$285.4K
19,930
增持
NOW
SERVICENOW INC
+$283.7K
1,852
+16%
建仓
BSY
BENTLEY SYS INC
+$282.1K
5,403
增持
ACWI
ISHARES INC
+$281.0K
9,266
+28%
减持
IWM
ISHARES INC
-$279.1K
33,894
-8%
增持
—
LAM RESEARCH CORP
+$277.4K
884
+19%
建仓
INDA
ISHARES TR
+$273.9K
5,310
清仓
DOCN
DIGITALOCEAN HLDGS INC
-$273.9K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$272.3K
9,296
+18%
建仓
—
SPOTIFY TECHNOLOGY S A
+$270.8K
1,026
建仓
—
AON PLC
+$269.6K
808
建仓
HACK
AMPLIFY ETF TR
+$268.4K
4,187
