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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 19
增持 28
减持 84
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$5.5M
71,845
+12%
减持
AMZN
AMAZON COM INC
+$4.7M
191,723
-4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$4.1M
117,509
+100%
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
TSLA
TESLA INC
+$4.0M
36,589
-11%
增持
GOOGL
ALPHABET INC
+$3.3M
101,760
+6%
减持
NVDA
NVIDIA CORPORATION
+$3.1M
287,105
-2%
增持
IVV
ISHARES TR
+$2.6M
11,661
+59%
减持
MSFT
MICROSOFT CORP
-$2.5M
81,306
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.5M
6,417
-34%
减持
XLK
SELECT SECTOR SPDR TR
-$2.5M
9,509
-54%
减持
AAPL
APPLE INC
+$2.4M
377,964
-5%
减持
VOO
VANGUARD INDEX FDS
-$2.3M
17,645
-21%
减持
EEM
ISHARES TR
-$2.3M
53,685
-45%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.2M
40,656
+81%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$2.2M
10,985
-78%
增持
QQQ
INVESCO QQQ TR
+$1.9M
31,577
+8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.8M
37,485
+41%
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$1.8M
42,512
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.6M
55,589
-32%
减持
ABBV
ABBVIE INC
-$1.6M
13,412
-34%
减持
LLY
ELI LILLY & CO
-$1.6M
5,496
-16%
建仓
SPYM
SPDR SER TR
+$1.5M
22,140
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.5M
23,129
-11%
减持
—
TRANE TECHNOLOGIES PLC
-$1.4M
71,231
-0%
减持
META
META PLATFORMS INC
-$1.3M
34,940
-8%
减持
—
EXXON MOBIL CORP
-$1.3M
39,355
-16%
增持
BX
BLACKSTONE INC
+$1.1M
37,463
+8%
增持
IWM
ISHARES TR
+$1.1M
22,280
+30%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.0M
86,850
+153%
增持
XLF
SELECT SECTOR SPDR TR
+$1.0M
76,312
+31%
减持
PG
PROCTER AND GAMBLE CO
-$1.0M
14,150
-28%
清仓
—
BLACKROCK INC
-$1.0M
0
-100%
减持
HD
HOME DEPOT INC
-$1.0M
8,415
-20%
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
-$991.0K
12,295
-65%
减持
AVGO
BROADCOM INC
+$980.7K
20,386
-6%
减持
CAT
CATERPILLAR INC
-$975.4K
4,977
-30%
减持
COP
CONOCOPHILLIPS
-$949.3K
13,487
-38%
减持
TXN
TEXAS INSTRS INC
-$940.2K
3,999
-51%
减持
NFLX
NETFLIX INC
+$926.6K
6,902
-6%
增持
IWD
ISHARES TR
+$924.7K
7,721
+190%
减持
NEE
NEXTERA ENERGY INC
-$922.6K
16,325
-34%
减持
—
LINDE PLC
-$861.8K
1,180
-59%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$849.3K
6,226
-38%
减持
—
EATON CORP PLC
-$840.8K
2,621
-49%
增持
SCHD
SCHWAB STRATEGIC TR
+$838.0K
155,006
+286%
减持
PEP
PEPSICO INC
-$832.1K
6,365
-40%
减持
MCD
MCDONALDS CORP
-$790.2K
7,559
-23%
减持
MGK
VANGUARD WORLD FD
-$789.7K
5,014
-36%
减持
JNJ
JOHNSON & JOHNSON
-$789.3K
20,417
-12%
减持
AGG
ISHARES TR
-$785.2K
72,247
-6%
建仓
QTOP
ISHARES TR
+$781.3K
29,740
减持
GLD
SPDR GOLD TR
-$780.6K
62,301
-5%
减持
V
VISA INC
+$778.8K
24,313
-3%
建仓
ANET
ARISTA NETWORKS INC
+$776.1K
7,022
减持
JPM
JPMORGAN CHASE & CO.
+$770.0K
32,387
-2%
减持
ITOT
ISHARES TR
-$766.2K
13,774
-32%
清仓
—
ARISTA NETWORKS INC
-$740.8K
0
-100%
增持
ETHA
ISHARES ETHEREUM TR
+$737.8K
96,031
+12%
增持
IYW
ISHARES TR
+$734.6K
5,947
+321%
减持
KO
COCA COLA CO
-$720.0K
43,895
-9%
建仓
QCOC
FIRST TR EXCHNG TRADED FD VI
+$714.6K
35,393
建仓
VIST
VISTA ENERGY S.A.B. DE C.V.
+$712.0K
13,158
建仓
IAUM
ISHARES GOLD TR
+$711.8K
27,199
清仓
BKNG
BOOKING HOLDINGS INC
-$703.5K
0
-100%
清仓
—
LAM RESEARCH CORP
-$700.3K
0
-100%
减持
GE
GE AEROSPACE
-$694.4K
2,808
-54%
减持
PFE
PFIZER INC
-$694.2K
58,769
-25%
增持
SPYI
NEOS ETF TRUST
+$692.2K
29,714
+86%
清仓
ACWV
ISHARES INC
-$690.8K
0
-100%
建仓
BKLC
BNY MELLON ETF TRUST
+$688.7K
6,146
建仓
BLK
BLACKROCK INC
+$686.8K
670
减持
—
ASML HOLDING N V
-$686.3K
2,554
-13%
减持
MS
MORGAN STANLEY
-$671.7K
13,350
-41%
建仓
FLTR
VANECK ETF TRUST
+$665.7K
26,157
减持
NSC
NORFOLK SOUTHN CORP
-$661.4K
2,114
-55%
减持
ADBE
ADOBE INC
-$649.2K
4,050
-14%
减持
VZ
VERIZON COMMUNICATIONS INC
-$638.5K
29,946
-27%
减持
PGR
PROGRESSIVE CORP
-$636.4K
2,791
-46%
减持
YPF
YPF SOCIEDAD ANONIMA
+$629.7K
38,436
-19%
减持
PM
PHILIP MORRIS INTL INC
-$628.9K
8,085
-39%
清仓
TFI
SPDR SER TR
-$626.0K
0
-100%
减持
BAC
BANK AMERICA CORP
-$624.1K
87,552
-22%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$615.7K
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$593.5K
33,177
-13%
减持
SMH
VANECK ETF TRUST
-$592.5K
9,552
-19%
减持
DIS
DISNEY WALT CO
+$591.2K
43,538
-2%
增持
SLV
ISHARES SILVER TR
+$589.2K
397,160
+14%
增持
MELI
MERCADOLIBRE INC
-$585.4K
1,760
+1%
减持
REGN
REGENERON PHARMACEUTICALS
-$579.5K
420
-50%
减持
—
CHUBB LIMITED
-$571.5K
3,707
-33%
减持
BABA
ALIBABA GROUP HLDG LTD
-$569.1K
18,321
-8%
减持
TLT
ISHARES TR
-$568.1K
23,724
-12%
减持
MA
MASTERCARD INCORPORATED
-$558.6K
10,615
-15%
清仓
BF/B
BROWN FORMAN CORP
-$557.7K
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$549.5K
14,333
减持
INTU
INTUIT
-$544.6K
2,154
-30%
减持
WFC
WELLS FARGO CO NEW
-$538.8K
15,397
-46%
减持
IEUR
ISHARES TR
-$537.6K
33,533
-13%
减持
ADI
ANALOG DEVICES INC
-$527.8K
1,855
-54%
建仓
FXE
INVESCO CURRENCYSHARES EURO
+$518.6K
5,421
建仓
IVE
ISHARES TR
+$516.5K
2,706
增持
XLV
SELECT SECTOR SPDR TR
+$515.3K
19,909
+38%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$514.8K
2,744
-13%
增持
USO
UNITED STS OIL FD LP
+$511.3K
12,134
+109%
建仓
SPYG
SPDR SER TR
+$510.1K
5,803
清仓
—
CME GROUP INC
-$508.8K
0
-100%
减持
MRK
MERCK & CO INC
-$504.0K
19,825
-9%
减持
—
ALLEGION PLC
-$500.2K
32,601
-0%
清仓
URA
GLOBAL X FDS
-$498.8K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$496.2K
11,725
-36%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$491.4K
5,892
+8%
减持
IR
INGERSOLL RAND INC
-$487.0K
33,190
-7%
减持
CMCSA
COMCAST CORP NEW
-$483.5K
25,974
-26%
增持
ACWI
ISHARES TR
+$481.9K
14,053
+44%
减持
MDLZ
MONDELEZ INTL INC
-$477.6K
4,850
-53%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$475.0K
39,376
+25%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$474.0K
9,913
减持
MPC
MARATHON PETE CORP
-$473.3K
18,221
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$463.0K
4,452
-19%
减持
VLUE
ISHARES TR
-$463.0K
8,039
-33%
增持
GS
GOLDMAN SACHS GROUP INC
+$457.4K
3,486
+12%
减持
—
NXP SEMICONDUCTORS N V
-$452.8K
2,115
-43%
减持
TIP
ISHARES TR
-$452.5K
25,965
-11%
减持
PNC
PNC FINL SVCS GROUP INC
-$451.4K
2,171
-54%
清仓
SYK
STRYKER CORPORATION
-$448.7K
0
-100%
清仓
—
APTIV PLC
-$446.8K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$442.8K
0
-100%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$430.9K
2,017
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$429.2K
14,473
+3%
建仓
LRCX
LAM RESEARCH CORP
+$426.0K
5,898
减持
SPGI
S&P GLOBAL INC
-$422.5K
631
-56%
减持
DE
DEERE & CO
-$422.0K
2,026
-34%
清仓
MOAT
VANECK ETF TRUST
-$420.3K
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$419.7K
37,807
+36%
建仓
JEF
JEFFERIES FINL GROUP INC
+$418.5K
5,338
建仓
UPRO
PROSHARES TR
+$418.3K
4,719
清仓
BIDU
BAIDU INC
-$417.8K
0
-100%
减持
AGQ
PROSHARES TR II
-$417.0K
6,823
-57%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$409.9K
0
-100%
清仓
—
STERIS PLC
-$408.9K
0
-100%
减持
SHOP
SHOPIFY INC
+$407.9K
27,657
-12%
减持
USB
US BANCORP DEL
-$407.5K
10,724
-47%
减持
MPWR
MONOLITHIC PWR SYS INC
-$396.9K
887
-11%
清仓
HEFA
ISHARES TR
-$394.2K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$394.1K
56,958
+3%
减持
CI
THE CIGNA GROUP
-$386.6K
1,532
-34%
减持
LOW
LOWES COS INC
-$385.4K
5,921
-13%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$384.1K
0
-100%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
-$380.9K
1,813
-67%
增持
KKR
KKR & CO INC
+$375.5K
7,525
+33%
