小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 19
增持 76
减持 37
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$12.2M
371,367
-2%
减持
NVDA
NVIDIA CORPORATION
-$8.4M
277,905
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.8M
63,054
+11%
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
AMZN
AMAZON COM INC
-$5.5M
192,129
+0%
增持
GLD
SPDR GOLD TR
+$4.3M
67,106
+8%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.1M
9
+50%
增持
TSLA
TESLA INC
-$2.9M
45,756
+25%
增持
MSFT
MICROSOFT CORP
-$2.7M
83,979
+3%
增持
GOOGL
ALPHABET INC
-$2.3M
109,493
+8%
增持
—
TRANE TECHNOLOGIES PLC
-$2.2M
71,433
+0%
增持
VIST
VISTA ENERGY S.A.B. DE C.V.
+$2.1M
60,253
+358%
减持
GOOG
ALPHABET INC
-$2.0M
52,776
-2%
减持
BX
BLACKSTONE INC
-$1.8M
33,193
-11%
减持
SLV
ISHARES SILVER TR
+$1.8M
394,540
-1%
增持
SHY
ISHARES TR
+$1.7M
24,477
+482%
增持
YPF
YPF SOCIEDAD ANONIMA
+$1.6M
93,700
+144%
减持
XLE
SELECT SECTOR SPDR TR
-$1.6M
25,861
-45%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.5M
23,418
+28%
增持
MGK
VANGUARD WORLD FD
+$1.5M
10,542
+110%
增持
VALE
VALE S A
+$1.5M
197,085
+284%
增持
—
EXXON MOBIL CORP
+$1.3M
46,192
+17%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
77,684
+40%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
44,398
+18%
增持
ETHA
ISHARES ETHEREUM TR
-$1.1M
96,180
+0%
增持
FLTR
VANECK ETF TRUST
+$1.1M
68,017
+160%
建仓
—
ADECOAGRO S A
+$1.1M
94,520
增持
JAAA
JANUS DETROIT STR TR
+$1.0M
68,940
+42%
减持
IWM
ISHARES TR
-$1.0M
19,573
-12%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.0M
3,055
-34%
减持
BND
VANGUARD BD INDEX FDS
-$1.0M
10,962
-57%
增持
META
META PLATFORMS INC
+$1.0M
37,243
+7%
增持
V
VISA INC
+$976.1K
24,710
+2%
增持
QQQ
INVESCO QQQ TR
+$965.5K
36,485
+16%
减持
LMT
LOCKHEED MARTIN CORP
-$940.6K
2,167
-45%
增持
LLY
ELI LILLY & CO
+$938.2K
6,273
+14%
建仓
FLOT
ISHARES TR
+$914.9K
17,921
增持
IAU
ISHARES GOLD TR
+$903.5K
39,211
+38%
减持
VUG
VANGUARD INDEX FDS
-$867.0K
4,820
-25%
增持
NFLX
NETFLIX INC
+$866.6K
7,526
+9%
建仓
BIDU
BAIDU INC
+$825.0K
8,965
增持
GDX
VANECK ETF TRUST
+$802.9K
32,900
+57%
建仓
IVW
ISHARES TR
+$778.1K
8,382
增持
MELI
MERCADOLIBRE INC
+$767.3K
1,927
+9%
减持
LQD
ISHARES TR
-$763.2K
18,733
-29%
建仓
BKDV
BNY MELLON ETF TRUST II
+$743.8K
29,409
增持
XLK
SELECT SECTOR SPDR TR
+$732.0K
14,253
+50%
清仓
DTD
WISDOMTREE TR
-$718.7K
0
-100%
建仓
SLQD
ISHARES TR
+$702.8K
13,978
增持
MA
MASTERCARD INCORPORATED
+$688.4K
11,454
+8%
减持
HON
HONEYWELL INTL INC
-$685.4K
22,649
-7%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$683.3K
101,100
+16%
增持
T
AT&T INC
+$680.4K
79,857
+15%
增持
SILJ
AMPLIFY ETF TR
+$666.3K
279,108
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$661.4K
175,114
+13%
增持
SPY
SPDR S&P 500 ETF TR
-$659.8K
74,093
+3%
增持
VOO
VANGUARD INDEX FDS
+$659.2K
19,783
+12%
减持
ADBE
ADOBE INC
-$651.5K
2,997
-26%
增持
JNJ
JOHNSON & JOHNSON
+$639.5K
21,661
+6%
减持
CAT
CATERPILLAR INC
-$636.6K
3,544
-29%
增持
GDXJ
VANECK ETF TRUST
+$634.4K
41,180
+2%
减持
DIS
DISNEY WALT CO
-$627.0K
42,765
-2%
增持
COST
COSTCO WHSL CORP NEW
+$603.1K
5,410
+10%
增持
TTD
THE TRADE DESK INC
-$600.3K
9,827
+1%
清仓
MLPX
GLOBAL X FDS
-$599.1K
0
-100%
减持
NOW
SERVICENOW INC
-$597.7K
1,874
-5%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$593.1K
13,646
-6%
清仓
VRT
VERTIV HOLDINGS CO
-$585.3K
0
-100%
增持
KO
COCA COLA CO
+$584.7K
46,323
+6%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$579.1K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$566.4K
121,074
+3%
增持
SHYG
ISHARES TR
+$543.8K
71,149
+22%
清仓
AVUV
AMERICAN CENTY ETF TR
-$542.8K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$527.2K
25,794
+15%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$522.2K
18,208
-24%
减持
BAC
BANK AMERICA CORP
-$521.1K
79,721
-9%
清仓
FXE
INVESCO CURRENCYSHARES EURO
-$518.6K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$517.9K
30,676
-22%
增持
MSTR
MICROSTRATEGY INC
+$517.5K
3,932
+85%
减持
SMH
VANECK ETF TRUST
-$507.5K
8,539
-11%
增持
MU
MICRON TECHNOLOGY INC
+$492.9K
17,793
+42%
增持
FXI
ISHARES TR
+$492.6K
66,849
+7%
增持
PM
PHILIP MORRIS INTL INC
+$477.4K
9,138
+13%
清仓
FICO
FAIR ISAAC CORP
-$469.9K
0
-100%
增持
PAM
PAMPA ENERGIA S A
+$466.4K
8,855
+259%
清仓
CTVA
CORTEVA INC
-$464.0K
0
-100%
减持
—
ROYAL CARIBBEAN GROUP
-$461.8K
1,481
-55%
减持
AMD
ADVANCED MICRO DEVICES INC
-$456.9K
22,745
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$454.8K
7,333
+18%
清仓
FEX
FIRST TR LRGE CP CORE ALPHA
-$448.5K
0
-100%
减持
VGT
VANGUARD WORLD FD
-$444.3K
5,572
-0%
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$442.0K
10,475
增持
ANGL
VANECK ETF TRUST
+$441.2K
128,212
+13%
增持
SBUX
STARBUCKS CORP
+$441.0K
12,210
+47%
增持
ABBV
ABBVIE INC
+$437.1K
13,462
+0%
增持
WMT
WALMART INC
+$434.0K
53,086
+13%
减持
INTU
INTUIT
-$430.6K
1,503
-30%
增持
SRLN
SSGA ACTIVE ETF TR
+$430.3K
48,821
+29%
减持
NVO
NOVO-NORDISK A S
-$429.7K
9,122
-26%
增持
BSX
BOSTON SCIENTIFIC CORP
+$428.7K
14,631
+25%
减持
TGT
TARGET CORP
-$428.4K
9,765
-9%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$424.9K
27,135
+23%
减持
RIO
RIO TINTO PLC
-$420.8K
3,709
-66%
增持
WM
WASTE MGMT INC DEL
+$420.0K
4,868
+39%
增持
TLT
ISHARES TR
+$410.8K
27,273
+15%
减持
HYG
ISHARES TR
-$407.6K
9,415
-36%
建仓
VTR
VENTAS INC
+$407.0K
5,919
清仓
URTH
ISHARES INC
-$404.1K
0
-100%
增持
ABT
ABBOTT LABS
+$403.9K
13,649
+10%
增持
VXUS
VANGUARD STAR FDS
+$403.5K
50,851
+9%
增持
EWZ
ISHARES INC
+$403.5K
26,035
+117%
减持
DHR
DANAHER CORPORATION
-$399.7K
2,817
-34%
建仓
EQNR
EQUINOR ASA
+$391.5K
14,800
建仓
LPLA
LPL FINL HLDGS INC
+$390.1K
1,193
增持
ORCL
ORACLE CORP
+$390.0K
21,082
+37%
增持
SPG
SIMON PPTY GROUP INC NEW
+$385.9K
4,910
+97%
减持
KKR
KKR & CO INC
-$382.6K
6,318
-16%
建仓
CCJ
CAMECO CORP
+$381.8K
9,275
增持
ARTY
ISHARES TR
+$378.7K
27,616
+109%
建仓
FAS
DIREXION SHS ETF TR
+$375.4K
2,374
增持
IVV
ISHARES TR
+$375.3K
12,885
+10%
清仓
CW
CURTISS WRIGHT CORP
-$374.4K
0
-100%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$369.1K
35,249
+6%
建仓
EMR
EMERSON ELEC CO
+$366.3K
3,341
减持
—
UNILEVER PLC
-$363.9K
9,118
-43%
增持
VTV
VANGUARD INDEX FDS
+$361.9K
35,439
+4%
清仓
ARKG
ARK ETF TR
-$359.6K
0
-100%
清仓
IEV
ISHARES TR
-$349.0K
0
-100%
减持
MRK
MERCK & CO INC
-$348.5K
18,089
-9%
增持
IR
INGERSOLL RAND INC
-$344.7K
33,208
+0%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$342.6K
162,177
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$341.8K
13,611
+39%
建仓
SYK
STRYKER CORPORATION
+$335.8K
902
建仓
DIVP
ADVISORS INNER CIRCLE FD II
+$333.0K
12,773
减持
ARKK
ARK ETF TR
-$332.4K
12,354
-24%
增持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$331.6K
35,474
+57%
增持
PYPL
PAYPAL HLDGS INC
-$330.0K
19,152
+3%
建仓
—
AMDOCS LTD
+$325.7K
3,560
清仓
KB
KB FINL GROUP INC
-$324.9K
0
-100%
减持
ET
ENERGY TRANSFER L P
-$324.8K
11,430
-58%
减持
PWR
QUANTA SVCS INC
-$320.9K
814
-51%
增持
—
SPOTIFY TECHNOLOGY S A
+$319.5K
1,437
+36%
清仓
HXL
HEXCEL CORP NEW
-$318.3K
0
-100%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$318.0K
3,427
清仓
BOTZ
GLOBAL X FDS
-$312.6K
0
-100%
建仓
APP
APPLOVIN CORP
+$311.8K
1,177
清仓
EDOW
FIRST TR EXCHANGE-TRADED FD
-$308.1K
0
-100%
增持
PLD
PROLOGIS INC.
+$302.6K
4,524
+135%
清仓
IESC
IES HLDGS INC
-$301.4K
0
-100%
建仓
AMTB
AMERANT BANCORP INC
+$301.0K
14,583
增持
MDLZ
MONDELEZ INTL INC
+$300.6K
8,700
+79%
