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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 55
增持 28
减持 55
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$15.1M
405,429
-0%
建仓
GLD
SPDR GOLD TR
+$12.7M
56,928
减持
SPY
SPDR S&P 500 ETF TR
-$10.8M
59,109
-25%
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。
建仓
AGG
ISHARES TR
+$7.2M
71,846
建仓
SLV
ISHARES SILVER TR
+$6.4M
258,695
减持
AMZN
AMAZON COM INC
-$5.9M
205,371
-5%
增持
NVDA
NVIDIA CORPORATION
+$5.7M
310,461
+1000%
减持
QQQ
INVESCO QQQ TR
-$5.6M
26,731
-31%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$5.4M
132,617
+499%
建仓
SHV
ISHARES TR
+$3.8M
34,837
减持
IWM
ISHARES TR
-$3.8M
16,429
-52%
建仓
TLT
ISHARES TR
+$3.4M
34,450
建仓
PCN
PIMCO CORPORATE & INCM STRG
+$3.3M
249,620
建仓
TIP
ISHARES TR
+$3.2M
29,284
减持
VALE
VALE S A
-$3.2M
39,497
-87%
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$3.0M
137,582
减持
DIS
DISNEY WALT CO
-$2.7M
42,104
-19%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.6M
6
-40%
减持
MSFT
MICROSOFT CORP
-$2.6M
88,870
-1%
增持
BAC
BANK AMERICA CORP
+$2.6M
115,436
+165%
建仓
ANGL
VANECK ETF TRUST
+$2.5M
89,146
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.4M
153,371
-18%
建仓
LQD
ISHARES TR
+$2.3M
20,833
减持
EEM
ISHARES TR
-$2.3M
110,222
-33%
增持
CRM
SALESFORCE INC
+$2.1M
11,836
+403%
建仓
SILJ
AMPLIFY ETF TR
+$2.1M
192,105
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$2.0M
164,896
-40%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.9M
53,465
-6%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.9M
31,376
建仓
BND
VANGUARD BD INDEX FDS
+$1.8M
24,440
建仓
SHYG
ISHARES TR
+$1.7M
41,607
建仓
IBIT
ISHARES BITCOIN TR
+$1.7M
57,104
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$1.6M
27,578
减持
NIO
NIO INC
-$1.6M
37,115
-90%
建仓
GHY
PGIM GLOBAL HIGH YIELD FD FO
+$1.5M
125,500
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$1.5M
36,254
建仓
MGK
VANGUARD WORLD FD
+$1.5M
5,293
减持
INTC
INTEL CORP
-$1.4M
36,062
-26%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
16,910
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$1.3M
138,652
增持
UNH
UNITEDHEALTH GROUP INC
+$1.3M
10,890
+9%
增持
LOW
LOWES COS INC
+$1.2M
6,974
+338%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
16,794
+64%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
23,064
+13%
减持
XLF
SELECT SECTOR SPDR TR
-$1.2M
55,627
-32%
建仓
HYG
ISHARES TR
+$1.2M
15,046
建仓
AOM
ISHARES TR
+$1.2M
27,000
建仓
IAU
ISHARES GOLD TR
+$1.1M
24,469
增持
MS
MORGAN STANLEY
+$1.1M
24,820
+99%
清仓
—
PIONEER NAT RES CO
-$1.1M
0
-100%
减持
—
TOTALENERGIES SE
-$1.1M
9,403
-61%
减持
MPC
MARATHON PETE CORP
-$1.1M
18,129
-9%
减持
HD
HOME DEPOT INC
-$1.1M
10,752
-14%
建仓
SRLN
SSGA ACTIVE ETF TR
+$1.0M
25,518
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.0M
4,612
-25%
减持
MRK
MERCK & CO INC
-$1.0M
22,577
-16%
增持
—
TRANE TECHNOLOGIES PLC
+$1.0M
71,363
+0%
建仓
VTEB
VANGUARD MUN BD FDS
+$1.0M
19,798
减持
WFC
WELLS FARGO CO NEW
-$1.0M
29,485
-33%
减持
JPM
JPMORGAN CHASE & CO
-$995.6K
35,285
-10%
减持
EWZ
ISHARES INC
-$993.7K
15,163
-65%
增持
GOOGL
ALPHABET INC
+$991.8K
95,274
+1%
增持
SBCF
SEACOAST BKG CORP FLA
+$979.8K
47,601
+495%
建仓
ACWX
ISHARES TR
+$950.2K
18,635
减持
AIA
ISHARES TR
-$938.3K
7,096
-69%
减持
SHEL
SHELL PLC
-$917.1K
23,305
-39%
建仓
TFI
SPDR SER TR
+$874.0K
18,734
建仓
JAAA
JANUS DETROIT STR TR
+$873.8K
17,297
增持
AMD
ADVANCED MICRO DEVICES INC
-$854.6K
26,262
+8%
建仓
EWU
ISHARES TR
+$849.3K
24,632
减持
VNQ
VANGUARD INDEX FDS
-$799.1K
18,973
-34%
增持
COST
COSTCO WHSL CORP NEW
+$792.1K
5,385
+12%
减持
BMEZ
BLACKROCK HEALTH SCIENCS TR
-$790.0K
66,360
-40%
建仓
GUNR
FLEXSHARES TR
+$787.1K
20,438
建仓
AGQ
PROSHARES TR II
+$785.7K
24,738
减持
EZU
ISHARES INC
-$783.2K
11,158
-56%
减持
BABA
ALIBABA GROUP HLDG LTD
-$769.8K
24,724
-33%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$758.6K
11,207
+25%
减持
VGT
VANGUARD WORLD FD
-$756.0K
3,492
-28%
清仓
SLB
SCHLUMBERGER LTD
-$747.2K
0
-100%
建仓
REET
ISHARES TR
+$709.2K
29,404
增持
IVV
ISHARES TR
+$708.2K
5,578
+34%
增持
SHOP
SHOPIFY INC
-$699.5K
31,937
+4%
减持
SCHW
SCHWAB CHARLES CORP
-$696.0K
10,640
-43%
减持
NKE
NIKE INC
-$688.3K
9,097
-36%
增持
META
META PLATFORMS INC
+$687.8K
39,878
+6%
增持
LLY
ELI LILLY & CO
+$687.8K
7,000
+15%
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$682.5K
19,950
清仓
PLD
PROLOGIS INC.
-$649.8K
0
-100%
建仓
HYD
VANECK ETF TRUST
+$649.2K
12,354
建仓
GMAR
FIRST TR EXCHNG TRADED FD VI
+$646.1K
18,696
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$644.2K
34,392
减持
TGT
TARGET CORP
-$643.2K
9,050
-14%
清仓
PDD
PDD HOLDINGS INC
-$643.1K
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$637.1K
0
-100%
建仓
DEED
FIRST TR EXCHNG TRADED FD VI
+$632.0K
29,381
清仓
EL
LAUDER ESTEE COS INC
-$626.8K
0
-100%
清仓
JD
JD.COM INC
-$621.2K
0
-100%
清仓
MKL
MARKEL CORP
-$620.8K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$618.1K
16,963
-13%
清仓
STWD
STARWOOD PPTY TR INC
-$612.0K
0
-100%
建仓
EMB
ISHARES TR
+$607.0K
6,768
减持
C
CITIGROUP INC
-$602.5K
34,314
-14%
建仓
QMAR
FIRST TR EXCHNG TRADED FD VI
+$598.8K
22,716
建仓
SHY
ISHARES TR
+$591.7K
7,159
增持
SCHD
SCHWAB STRATEGIC TR
+$577.4K
36,531
+28%
建仓
DBB
INVESCO DB MULTI-SECTOR COMM
+$574.9K
31,337
减持
EWJ
ISHARES INC
-$568.9K
42,595
-7%
减持
SUPV
GRUPO SUPERVIELLE S.A.
-$566.2K
29,689
-77%
减持
SQ
BLOCK INC
-$566.2K
9,910
-26%
减持
—
MEDTRONIC PLC
-$563.2K
11,539
-32%
减持
VZ
VERIZON COMMUNICATIONS INC
-$551.8K
41,028
-21%
增持
VTI
VANGUARD INDEX FDS
+$551.4K
18,302
+15%
增持
—
EXXON MOBIL CORP
+$546.0K
47,418
+13%
清仓
KWEB
KRANESHARES TR
-$541.6K
0
-100%
减持
COIN
COINBASE GLOBAL INC
-$539.7K
2,824
-30%
建仓
—
BANK AMERICA CORP
+$538.1K
448
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$532.5K
19,464
减持
DE
DEERE & CO
-$530.3K
3,735
-15%
减持
—
BLACKROCK INC
-$528.6K
1,135
-36%
减持
TSLA
TESLA INC
+$528.5K
41,823
-6%
建仓
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$523.1K
48,800
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$490.3K
6,214
建仓
STIP
ISHARES TR
+$488.2K
4,880
建仓
GDX
VANECK ETF TRUST
+$480.3K
13,590
增持
FXI
ISHARES TR
+$479.0K
57,268
+44%
建仓
MUB
ISHARES TR
+$477.6K
4,414
减持
ARKK
ARK ETF TR
-$477.3K
18,455
-23%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$473.4K
9,007
增持
NEE
NEXTERA ENERGY INC
+$470.5K
28,806
+6%
减持
BA
BOEING CO
-$469.5K
6,951
-18%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$469.4K
8,366
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$463.9K
0
-100%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$459.0K
13,826
增持
NOW
SERVICENOW INC
+$457.8K
2,393
+29%
减持
UBER
UBER TECHNOLOGIES INC
-$456.4K
20,354
-5%
减持
JNJ
JOHNSON & JOHNSON
-$451.1K
21,206
-13%
减持
SPG
SIMON PPTY GROUP INC NEW
-$450.2K
1,719
-62%
减持
CMCSA
COMCAST CORP
-$437.0K
33,936
-17%
清仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
-$428.3K
0
-100%
减持
BHP
BHP GROUP LTD
-$428.2K
9,254
-42%
减持
MCD
MCDONALDS CORP
-$426.2K
10,385
-9%
减持
XLE
SELECT SECTOR SPDR TR
-$425.1K
47,922
-1%
建仓
USO
UNITED STS OIL FD LP
+$424.5K
5,798
增持
BSX
BOSTON SCIENTIFIC CORP
+$424.4K
21,959
+28%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$423.7K
10,435
+27%
增持
AMGN
AMGEN INC
+$422.6K
3,864
+32%
减持
CSCO
CISCO SYS INC
-$421.6K
19,135
-25%
建仓
KKR
KKR & CO INC
+$420.1K
3,955
建仓
URA
GLOBAL X FDS
+$417.3K
17,433
