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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 72
减持 42
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$8.1M
106,030
+8%
增持
GLD
SPDR GOLD TR
+$7.3M
87,368
+14%
增持
CPAI
NORTHERN LTS FD TR III
+$6.5M
209,367
+265%
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
FFLC
FIDELITY COVINGTON TRUST
+$6.4M
125,235
减持
QQQ
INVESCO QQQ TR
-$5.0M
49,920
-9%
增持
AAPL
APPLE INC
-$4.5M
389,900
+2%
增持
SLV
ISHARES SILVER TR
+$4.1M
404,376
+11%
减持
NVDA
NVIDIA CORPORATION
-$4.1M
307,496
-1%
增持
ACWX
ISHARES TR
+$3.6M
65,085
+439%
增持
CBLS
ELEVATION SERIES TRUST
+$3.5M
298,921
+61%
增持
AMZN
AMAZON COM INC
-$2.9M
215,208
+4%
减持
GOOGL
ALPHABET INC
-$2.9M
108,011
-0%
增持
—
EXXON MOBIL CORP
+$2.5M
47,631
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.4M
74,862
+19%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$2.3M
360,967
+32%
减持
AVGO
BROADCOM INC
-$2.2M
30,546
-9%
增持
—
TRANE TECHNOLOGIES PLC
+$2.1M
71,575
+0%
建仓
COPX
GLOBAL X FDS
+$1.9M
24,871
增持
MU
MICRON TECHNOLOGY INC
+$1.8M
21,485
+12%
增持
META
META PLATFORMS INC
-$1.7M
50,705
+9%
增持
DIVO
AMPLIFY ETF TR
+$1.6M
58,557
+166%
建仓
OPPE
WISDOMTREE TR
+$1.6M
29,373
减持
IEUR
ISHARES TR
-$1.5M
8,509
-72%
增持
SILJ
AMPLIFY ETF TR
+$1.5M
302,443
+12%
减持
IWF
ISHARES TR
-$1.5M
3,823
-41%
增持
URA
GLOBAL X FDS
+$1.4M
41,729
+207%
增持
MPC
MARATHON PETE CORP
+$1.4M
17,034
+0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.4M
261,236
+13%
减持
ORCL
ORACLE CORP
-$1.4M
24,153
-4%
减持
SHOP
SHOPIFY INC
-$1.3M
20,721
-12%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.2M
124,461
+3%
增持
—
STATE STR SPDR S&P 500 ETF T
+$1.2M
2,500
+4%
增持
NFLX
NETFLIX INC.
+$1.2M
98,766
+12%
增持
HON
HONEYWELL INTL INC
+$1.2M
24,121
+11%
增持
DBEF
DBX ETF TR
+$1.2M
63,449
+59%
减持
DIS
DISNEY WALT CO
-$1.2M
29,990
-16%
增持
—
CARNIVAL CORP
+$1.2M
53,821
+697%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.2M
53,754
+39%
增持
REET
ISHARES TR
+$1.2M
61,529
+308%
减持
ETHA
ISHARES ETHEREUM TR
-$1.1M
127,362
-10%
减持
LLY
ELI LILLY & CO
-$1.1M
6,549
-2%
建仓
—
ASTRAZENECA PLC
+$1.1M
5,754
减持
APP
APPLOVIN CORP
-$1.1M
1,557
-40%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.1M
47,268
+5%
增持
OIH
VANECK ETF TRUST
+$1.0M
3,679
+137%
增持
BX
BLACKSTONE INC
-$1.0M
35,203
+7%
减持
CVX
CHEVRON CORPORATION
+$1.0M
21,562
-5%
增持
WMT
WALMART INC
+$1.0M
52,194
+6%
建仓
EDIV
SPDR INDEX SHS FDS
+$971.1K
24,598
增持
JNJ
JOHNSON & JOHNSON
+$962.4K
21,892
+3%
增持
VOO
VANGUARD INDEX FDS
+$948.5K
25,751
+12%
增持
SHY
ISHARES TR
+$938.9K
17,818
+177%
增持
V
VISA INC
-$922.1K
23,979
+3%
增持
JPM
JPMORGAN CHASE & CO
-$871.4K
35,286
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$868.2K
40,717
+36%
清仓
CLSK
CLEANSPARK INC
-$861.3K
0
-100%
增持
TSLA
TESLA INC
-$857.4K
44,705
+15%
清仓
—
ASTRAZENECA PLC
-$838.5K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$837.8K
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$812.4K
21,196
-45%
增持
IAU
ISHARES GOLD TR
+$801.2K
57,114
+9%
增持
CRM
SALESFORCE INC
-$793.0K
10,975
+2%
增持
ET
ENERGY TRANSFER L P
+$774.8K
51,163
+297%
增持
—
ASML HLDG NV
+$773.4K
3,047
+0%
增持
GEV
GE VERNOVA INC
+$770.5K
2,643
+12%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$769.3K
2,986
-77%
增持
CAT
CATERPILLAR INC
+$755.4K
4,535
+6%
减持
COST
COSTCO WHOLESALE CORPORATION
+$746.5K
8,474
-5%
减持
AMD
ADVANCED MICRO DEVICES INC
-$741.5K
25,672
-8%
减持
CSHI
NEOS ETF TRUST
-$737.4K
6,740
-69%
减持
T
AT&T INC
-$728.2K
82,127
-34%
建仓
SECU
BLACKROCK ETF TRUST II
+$725.6K
14,565
增持
KO
COCA COLA CO
+$719.0K
46,833
+15%
减持
MGK
VANGUARD WORLD FD
-$713.6K
11,272
-4%
增持
ITA
ISHARES TR
+$713.0K
13,189
+30%
建仓
NNOV
INNOVATOR ETFS TRUST
+$704.4K
25,284
增持
MA
MASTERCARD INCORPORATED
-$700.4K
13,944
+4%
增持
COP
CONOCOPHILLIPS
+$693.6K
11,465
+31%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$690.5K
4,590
-74%
清仓
OXY
OCCIDENTAL PETE CORP
-$687.7K
0
-100%
增持
ITOT
ISHARES TR
+$685.0K
17,326
+45%
建仓
MP
MP MATERIALS CORP
+$678.4K
14,058
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$664.5K
7,349
建仓
IGLD
FIRST TR EXCHANGE-TRADED FD
+$643.4K
25,200
清仓
BSV
VANGUARD BD INDEX FDS
-$641.0K
0
-100%
建仓
BKR
BAKER HUGHES COMPANY
+$636.3K
10,422
建仓
ILF
ISHARES TR
+$619.7K
17,447
减持
TLT
ISHARES TR
-$615.6K
25,233
-22%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$603.6K
10,807
减持
NOW
SERVICENOW INC
-$595.0K
10,840
-4%
建仓
EWL
ISHARES INC
+$592.8K
10,080
减持
ADBE
ADOBE INC
-$592.2K
2,269
-31%
清仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
-$580.1K
0
-100%
建仓
EWS
ISHARES INC
+$568.3K
20,139
减持
QUAL
ISHARES TR
-$560.6K
23,256
-8%
增持
RTX
RTX CORPORATION
+$552.7K
17,515
+14%
增持
GDXJ
VANECK ETF TRUST
+$550.3K
30,594
+11%
清仓
VDE
VANGUARD WORLD FD
-$545.2K
0
-100%
增持
IMTM
ISHARES TR
+$536.4K
17,600
+173%
减持
BSX
BOSTON SCIENTIFIC CORP
-$531.0K
12,813
-8%
减持
VIST
VISTA ENERGY S.A.B. DE C.V.
-$527.9K
11,142
-60%
清仓
SGOV
ISHARES TR
-$523.0K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$520.7K
7,119
+1%
建仓
PDEC
INNOVATOR ETFS TRUST
+$519.9K
12,234
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$519.7K
53,801
+29%
增持
IAUM
ISHARES GOLD TR
+$514.7K
33,760
+37%
减持
HOOD
ROBINHOOD MKTS INC
-$511.2K
8,756
-11%
增持
VXUS
VANGUARD STAR FDS
+$511.1K
68,221
+8%
减持
—
TE CONNECTIVITY PLC
-$509.9K
3,130
-39%
增持
LMT
LOCKHEED MARTIN CORP
+$505.8K
3,145
+9%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$504.1K
5,518
-53%
增持
INTC
INTEL CORP
+$502.2K
30,621
+33%
减持
INTU
INTUIT
-$498.2K
1,974
-3%
减持
HYG
ISHARES TR
-$492.7K
13,217
-31%
增持
PM
PHILIP MORRIS INTL INC
+$492.6K
12,882
+26%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$492.3K
4,391
增持
TXN
TEXAS INSTRS INC
+$489.4K
6,559
+45%
减持
SHEL
SHELL PLC
+$483.9K
26,126
-1%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$480.1K
6,567
+161%
减持
—
ROYAL CARIBBEAN GROUP
-$479.3K
1,841
-48%
增持
EWJ
ISHARES INC
+$478.0K
47,797
+8%
减持
NVO
NOVO-NORDISK A S
-$477.8K
10,471
-38%
建仓
DAX
GLOBAL X FDS
+$476.0K
11,290
减持
AXON
AXON ENTERPRISE INC
-$473.9K
1,330
-27%
减持
XLF
SELECT SECTOR SPDR TR
-$473.5K
63,762
-4%
建仓
GRNJ
TIDAL TRUST III
+$472.7K
18,900
清仓
BAR
GRANITESHARES GOLD TR
-$471.6K
0
-100%
增持
SMH
VANECK ETF TRUST
+$471.4K
9,409
+8%
增持
FXI
ISHARES TR
+$463.6K
57,770
+37%
清仓
ZROZ
PIMCO ETF TR
-$462.6K
0
-100%
增持
MCD
MCDONALDS CORP
+$462.2K
9,797
+16%
清仓
QALT
SEI EXCHANGE TRADED FUNDS
-$452.8K
0
-100%
建仓
—
SELECT SECTOR SPDR TR
+$451.9K
3,400
增持
PAAA
PGIM ETF TR
+$445.3K
12,667
+220%
减持
YPF
YPF SOCIEDAD ANONIMA
-$444.3K
41,180
-37%
减持
AGG
ISHARES TR
-$443.9K
93,818
-4%
增持
CAIE
CALAMOS ETF TR
+$443.3K
89,241
+33%
增持
UNH
UNITEDHEALTH GROUP INC
-$438.3K
8,395
+2%
清仓
VLTO
VERALTO CORP
-$435.9K
0
-100%
建仓
LITE
LUMENTUM HLDGS INC
+$432.9K
616
清仓
USHY
ISHARES TR
-$431.4K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$430.2K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$424.1K
19,050
-8%
增持
INDA
ISHARES TR
+$419.2K
19,240
+116%
增持
AXP
AMERICAN EXPRESS CO
-$414.8K
10,557
+8%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$411.6K
8,467
-58%
减持
GGAL
GRUPO FINANCIERO GALICIA S.A
-$411.1K
18,569
-22%
增持
—
ALLEGION PLC
-$407.2K
33,051
+1%
建仓
—
INVESCO QQQ TR
+$404.0K
700
增持
LRCX
LAM RESEARCH CORP
+$403.0K
5,604
+21%
