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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 37
增持 63
减持 44
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$7.4M
395,896
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$6.1M
63,887
+8%
减持
—
TRANE TECHNOLOGIES PLC
+$5.3M
71,254
-0%
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
AMZN
AMAZON COM INC
+$4.3M
200,669
-2%
减持
NVDA
NVIDIA CORPORATION
+$4.2M
291,618
-6%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$3.8M
51,035
-62%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.6M
81,186
-47%
增持
SLV
ISHARES SILVER TR
+$3.4M
347,342
+34%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.3M
55,238
+3%
增持
GLD
SPDR GOLD TR
+$3.2M
65,274
+15%
减持
META
META PLATFORMS INC
+$2.8M
37,974
-5%
增持
QQQ
INVESCO QQQ TR
+$2.6M
29,147
+9%
减持
TSLA
TESLA INC
+$2.5M
41,188
-2%
建仓
ETHA
ISHARES ETHEREUM TR
+$1.7M
85,960
减持
MSFT
MICROSOFT CORP
+$1.7M
85,508
-4%
增持
JAAA
JANUS DETROIT STR TR
+$1.4M
44,426
+157%
增持
VGT
VANGUARD WORLD FD
+$1.4M
5,413
+55%
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
20,714
+23%
增持
IVV
ISHARES TR
+$1.3M
7,350
+32%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$1.3M
0
-100%
增持
MGK
VANGUARD WORLD FD
+$1.0M
7,801
+47%
增持
SILJ
AMPLIFY ETF TR
+$949.8K
236,280
+23%
减持
SBCF
SEACOAST BKG CORP FLA
-$943.0K
9,000
-81%
增持
AVGO
BROADCOM INC
+$940.9K
21,713
+10%
增持
WMT
WALMART INC
+$940.6K
50,604
+9%
增持
ORCL
ORACLE CORP
+$923.2K
14,652
+19%
增持
BX
BLACKSTONE INC
+$890.5K
34,718
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$885.3K
13,987
+34%
减持
SHOP
SHOPIFY INC
+$863.9K
31,606
-1%
增持
SMH
VANECK ETF TRUST
+$847.8K
11,838
+23%
减持
VOO
VANGUARD INDEX FDS
+$824.3K
22,333
-3%
建仓
SPYI
NEOS ETF TRUST
+$817.9K
15,965
增持
GOOGL
ALPHABET INC
+$802.2K
96,319
+1%
减持
TLT
ISHARES TR
-$763.8K
26,910
-22%
减持
AMD
ADVANCED MICRO DEVICES INC
+$742.0K
26,101
-1%
增持
VUG
VANGUARD INDEX FDS
+$713.4K
6,378
+25%
增持
V
VISA INC
+$685.7K
25,114
+4%
建仓
—
TE CONNECTIVITY PLC
+$684.0K
4,530
清仓
—
TE CONNECTIVITY LTD
-$634.3K
0
-100%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$623.9K
20,693
增持
—
ASML HOLDING N V
+$586.6K
2,948
+29%
增持
GDX
VANECK ETF TRUST
+$584.0K
26,726
+97%
增持
AGG
ISHARES TR
+$583.5K
76,883
+7%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$570.8K
12,009
减持
—
ALLEGION PLC
+$564.2K
32,664
-1%
增持
DIS
DISNEY WALT CO
+$560.9K
44,253
+5%
增持
VXUS
VANGUARD STAR FDS
+$539.7K
38,468
+14%
增持
KO
COCA COLA CO
+$536.3K
48,050
+12%
增持
VTV
VANGUARD INDEX FDS
+$518.2K
31,482
+1%
增持
ANGL
VANECK ETF TRUST
+$516.6K
103,651
+16%
减持
HD
HOME DEPOT INC
+$511.6K
10,550
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$511.5K
40,184
+10%
增持
LQD
ISHARES TR
+$507.5K
24,835
+19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$496.2K
10,033
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$490.1K
9,777
-10%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$489.3K
15,928
建仓
VRT
VERTIV HOLDINGS CO
+$486.2K
4,887
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$473.4K
0
-100%
增持
RIO
RIO TINTO PLC
+$466.2K
11,582
+104%
增持
IWM
ISHARES TR
+$465.3K
17,145
+4%
建仓
PWR
QUANTA SVCS INC
+$457.8K
1,536
建仓
—
HOLOGIC INC
+$456.7K
5,607
增持
GUNR
FLEXSHARES TR
+$451.0K
30,014
+47%
建仓
JBBB
JANUS DETROIT STR TR
+$441.6K
9,021
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$410.4K
2,072
增持
GDXJ
VANECK ETF TRUST
+$409.5K
42,495
+7%
增持
SHYG
ISHARES TR
+$402.4K
49,523
+19%
增持
UBER
UBER TECHNOLOGIES INC
+$402.3K
21,189
+4%
建仓
BNY
BANK NEW YORK MELLON CORP
+$395.2K
5,500
减持
LLY
ELI LILLY & CO
+$393.9K
6,570
-6%
减持
MELI
MERCADOLIBRE INC
+$391.4K
1,743
-3%
减持
AXP
AMERICAN EXPRESS CO
+$385.6K
11,924
-5%
建仓
IGIB
ISHARES TR
+$383.4K
7,137
增持
SHEL
SHELL PLC
+$383.1K
30,542
+31%
减持
FXI
ISHARES TR
+$380.7K
57,083
-0%
减持
BMEZ
BLACKROCK HEALTH SCIENCS TR
-$379.1K
40,541
-39%
增持
IBIT
ISHARES BITCOIN TR
+$378.0K
58,636
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$369.8K
58,289
+5%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$365.7K
836
增持
IJR
ISHARES TR
+$364.8K
11,013
+28%
建仓
EA
ELECTRONIC ARTS INC
+$362.9K
2,530
建仓
MSCI
MSCI INC
+$359.7K
617
建仓
URTH
ISHARES INC
+$357.0K
2,275
建仓
KB
KB FINL GROUP INC
+$355.7K
5,761
建仓
AROC
ARCHROCK INC
+$354.6K
17,521
减持
COP
CONOCOPHILLIPS
-$353.7K
21,721
-14%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$351.2K
4,551
增持
CSCO
CISCO SYS INC
+$351.2K
22,685
+19%
减持
CAT
CATERPILLAR INC
+$348.8K
7,110
-7%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$348.5K
775
增持
HYD
VANECK ETF TRUST
+$347.1K
18,774
+52%
建仓
CW
CURTISS WRIGHT CORP
+$346.8K
1,055
建仓
DKNG
DRAFTKINGS INC NEW
+$335.8K
8,566
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$331.8K
22,989
+20%
增持
XLV
SELECT SECTOR SPDR TR
+$329.7K
14,437
+12%
建仓
—
ON HLDG AG
+$329.4K
6,568
建仓
ACM
AECOM
+$328.4K
3,180
增持
CRWD
CROWDSTRIKE HLDGS INC
+$327.6K
5,436
+1%
减持
IWF
ISHARES TR
-$326.6K
2,107
-37%
增持
JNJ
JOHNSON & JOHNSON
+$322.6K
23,090
+9%
增持
KKR
KKR & CO INC
+$317.4K
5,648
+43%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$316.1K
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC
+$316.0K
2,530
增持
SBUX
STARBUCKS CORP
+$315.9K
7,900
+28%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$311.0K
23,710
+1%
建仓
STWD
STARWOOD PPTY TR INC
+$310.9K
15,257
增持
QCOM
QUALCOMM INC
+$308.6K
6,246
+31%
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$305.1K
1,845
减持
ABEV
AMBEV SA
-$303.5K
42,676
-78%
建仓
XLB
SELECT SECTOR SPDR TR
+$301.9K
3,132
建仓
KLAC
KLA CORP
+$301.6K
390
建仓
IESC
IES HLDGS INC
+$299.4K
1,500
建仓
SRE
SEMPRA
+$299.1K
3,577
增持
TGT
TARGET CORP
+$299.1K
9,692
+7%
减持
NFLX
NETFLIX INC
+$298.8K
7,367
-10%
增持
TRV
TRAVELERS COMPANIES INC
+$297.3K
2,822
+62%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$295.6K
0
-100%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$293.5K
9,649
+55%
增持
NOW
SERVICENOW INC
+$293.1K
2,418
+1%
清仓
MGPI
MGP INGREDIENTS INC
-$291.1K
0
-100%
建仓
PLD
PROLOGIS INC.
+$282.4K
2,236
增持
—
ROYAL CARIBBEAN GROUP
+$281.1K
3,121
+60%
建仓
EXPE
EXPEDIA GROUP INC
+$280.5K
1,895
增持
MU
MICRON TECHNOLOGY INC
+$275.0K
11,774
+13%
减持
VOE
VANGUARD INDEX FDS
+$274.3K
18,127
-0%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$274.1K
48,312
-29%
减持
ACWX
ISHARES TR
-$273.4K
11,828
-37%
增持
NKE
NIKE INC
+$273.4K
10,442
+15%
减持
SDY
SPDR SER TR
-$272.2K
1,861
-54%
增持
PH
PARKER-HANNIFIN CORP
+$270.4K
1,562
+10%
减持
TTD
THE TRADE DESK INC
+$268.9K
12,126
-5%
减持
PEP
PEPSICO INC
-$268.9K
10,585
-11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$267.6K
14,064
-33%
减持
FDX
FEDEX CORP
-$266.5K
2,145
-29%
建仓
XLC
SELECT SECTOR SPDR TR
+$266.4K
2,947
建仓
CAG
CONAGRA BRANDS INC
+$266.3K
8,188
减持
IR
INGERSOLL RAND INC
+$266.2K
35,548
-4%
减持
PCN
PIMCO CORPORATE & INCM STRG
+$261.2K
248,500
-0%
减持
INTU
INTUIT
-$260.5K
3,057
-15%
建仓
PJAN
INNOVATOR ETFS TRUST
+$260.0K
6,293
减持
AJG
GALLAGHER ARTHUR J & CO
-$259.1K
2,188
-30%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$258.8K
39,828
-0%
增持
IAU
ISHARES GOLD TR
+$257.6K
27,575
+13%
减持
REGN
REGENERON PHARMACEUTICALS
-$256.2K
836
-21%
增持
RTX
RTX CORPORATION
+$255.7K
16,517
+9%
减持
PFE
PFIZER INC
-$252.5K
77,861
-8%
增持
BDX
BECTON DICKINSON & CO
+$252.4K
3,189
+46%
增持
GMAY
FIRST TR EXCHNG TRADED FD VI
+$251.6K
25,775
+29%
减持
—
NXP SEMICONDUCTORS N V
-$251.0K
3,718
-23%
减持
TJX
TJX COS INC NEW
-$249.9K
14,372
-19%
