Cetera Investment Advisers
SCHAUMBURG IL · SEC CIK 0001666741
$940.05亿2026Q1 申报市值
4,790持仓数
16.1%前十大占比 · 第一大 3.0%
303 / 181新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$1.40亿
GOVT 加仓+$1.37亿
EFG 加仓+$1.37亿
BIL 加仓+$1.36亿
IDEF 新建仓+$9,184.21万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$3.20亿
OEF 减仓-$2.18亿
CWB 减仓-$1.20亿
IAU 减仓-$8,340.23万
VONG 减仓-$7,888.17万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -206,566 | -100.0% | -$3,797.92万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -199,472 | -100.0% | -$793.50万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -65,548 | -100.0% | -$665.70万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -152,881 | -100.0% | -$637.51万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -272,078 | -100.0% | -$523.86万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -8,087 | -100.0% | -$360.73万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UMI | USCF ETF TR | $0 | 0.00% | 0 | -56,138 | -100.0% | -$275.53万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -175,873 | -100.0% | -$258.53万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -80,766 | -100.0% | -$244.24万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II | $0 | 0.00% | 0 | -205,074 | -100.0% | -$214.10万 | 清仓 |
| — | BLACKROCK INVT QUALITY MUN T | $0 | 0.00% | 0 | -181,581 | -100.0% | -$203.37万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -67,371 | -100.0% | -$182.51万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -20,349 | -100.0% | -$176.89万 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -18,776 | -100.0% | -$161.94万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -32,722 | -100.0% | -$148.38万 | 清仓 |
| — | BLACKROCK N Y MUN INCOME TRU | $0 | 0.00% | 0 | -145,175 | -100.0% | -$147.21万 | 清仓 |
| — | BLACKROCK MUNIHLDGS NY QLTY | $0 | 0.00% | 0 | -132,467 | -100.0% | -$135.51万 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $0 | 0.00% | 0 | -58,232 | -100.0% | -$134.34万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -87,563 | -100.0% | -$133.62万 | 清仓 |
| VIPS | VIPSHOP HLDGS LTD | $0 | 0.00% | 0 | -69,570 | -100.0% | -$123.07万 | 清仓 |
| MUX | MCEWEN INC. | $0 | 0.00% | 0 | -63,006 | -100.0% | -$116.62万 | 清仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -31,041 | -100.0% | -$111.38万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -27,526 | -100.0% | -$104.79万 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -22,760 | -100.0% | -$87.69万 | 清仓 |
| XMTR | XOMETRY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -51,674 | -100.0% | -$85.31万 | 清仓 |
| CHAT | TIDAL TRUST II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCJ | ISHARES INC | $0 | 0.00% | 0 | -9,147 | -100.0% | -$83.98万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -16,221 | -100.0% | -$81.18万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -13,202 | -100.0% | -$80.28万 | 清仓 |
| CAFX | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -25,411 | -100.0% | -$63.57万 | 清仓 |
| TGRW | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -12,577 | -100.0% | -$57.87万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -13,394 | -100.0% | -$57.38万 | 清仓 |
| — | PACER FDS TR | $0 | 0.00% | 0 | -19,373 | -100.0% | -$57.18万 | 清仓 |
| — | RBB FD INC | $0 | 0.00% | 0 | -10,709 | -100.0% | -$55.65万 | 清仓 |
| BSVO | EA SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRAI | CRA INTL INC | $0 | 0.00% | 0 | -2,577 | -100.0% | -$51.70万 | 清仓 |
| — | MIDDLEFIELD BANC CORP | $0 | 0.00% | 0 | -14,335 | -100.0% | -$49.51万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -15,311 | -100.0% | -$49.47万 | 清仓 |
| TIGR | UP FINTECH HLDG LTD | $0 | 0.00% | 0 | -50,168 | -100.0% | -$47.96万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -47,109 | -100.0% | -$41.03万 | 清仓 |
| — | CARNIVAL PLC | $0 | 0.00% | 0 | -13,460 | -100.0% | -$40.82万 | 清仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $0 | 0.00% | 0 | -2,018 | -100.0% | -$40.34万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -82,760 | -100.0% | -$39.72万 | 清仓 |
| — | BLACKROCK MUN INCOME TR | $0 | 0.00% | 0 | -39,124 | -100.0% | -$39.24万 | 清仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -10,619 | -100.0% | -$38.86万 | 清仓 |
| ROCK | GIBRALTAR INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SEMLER SCIENTIFIC INC | $0 | 0.00% | 0 | -24,912 | -100.0% | -$38.09万 | 清仓 |
| ENOV | ENOVIS CORPORATION | $0 | 0.00% | 0 | -14,257 | -100.0% | -$37.98万 | 清仓 |
| ELMD | ELECTROMED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UAE | ISHARES TR | $0 | 0.00% | 0 | -18,518 | -100.0% | -$35.41万 | 清仓 |
| TDS | TELEPHONE & DATA SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -7,285 | -100.0% | -$34.92万 | 清仓 |
| IPAR | INTERPARFUMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $0 | 0.00% | 0 | -5,578 | -100.0% | -$34.17万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -8,607 | -100.0% | -$33.87万 | 清仓 |
| AZTA | AZENTA INC | $0 | 0.00% | 0 | -9,987 | -100.0% | -$33.22万 | 清仓 |
| — | BROOKFIELD BUSINESS CORP | $0 | 0.00% | 0 | -9,139 | -100.0% | -$32.79万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -35,000 | -100.0% | -$32.62万 | 清仓 |
| — | ISHARES INC | $0 | 0.00% | 0 | -9,360 | -100.0% | -$32.22万 | 清仓 |
| BLCO | BAUSCH PLUS LOMB CORP | $0 | 0.00% | 0 | -18,713 | -100.0% | -$31.96万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -4,612 | -100.0% | -$31.90万 | 清仓 |
| — | LMP CAP & INCOME FD INC | $0 | 0.00% | 0 | -21,530 | -100.0% | -$31.89万 | 清仓 |
| AMSF | AMERISAFE INC | $0 | 0.00% | 0 | -7,996 | -100.0% | -$30.71万 | 清仓 |
| LIF | LIFE360 INC | $0 | 0.00% | 0 | -4,765 | -100.0% | -$30.56万 | 清仓 |
| — | OLYMPIC STEEL INC | $0 | 0.00% | 0 | -7,128 | -100.0% | -$30.50万 | 清仓 |
| RDN | RADIAN GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | RBB FD INC | $0 | 0.00% | 0 | -13,559 | -100.0% | -$29.22万 | 清仓 |
| — | SKYWATER TECHNOLOGY INC | $0 | 0.00% | 0 | -15,868 | -100.0% | -$28.82万 | 清仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $0 | 0.00% | 0 | -7,533 | -100.0% | -$28.81万 | 清仓 |
| CTO | CTO RLTY GROWTH INC NEW | $0 | 0.00% | 0 | -15,448 | -100.0% | -$28.44万 | 清仓 |
| ENVA | ENOVA INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRGS | PROGRESS SOFTWARE CORP | $0 | 0.00% | 0 | -6,492 | -100.0% | -$27.89万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -3,855 | -100.0% | -$27.76万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -67,182 | -100.0% | -$27.21万 | 清仓 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -25,641 | -100.0% | -$26.90万 | 清仓 |
| — | U S GOLD CORP | $0 | 0.00% | 0 | -13,710 | -100.0% | -$26.61万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,500 | -100.0% | -$26.25万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -3,356 | -100.0% | -$25.74万 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OTEX | OPEN TEXT CORP | $0 | 0.00% | 0 | -7,603 | -100.0% | -$24.77万 | 清仓 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -3,301 | -100.0% | -$24.32万 | 清仓 |
| VNM | VANECK ETF TRUST | $0 | 0.00% | 0 | -12,741 | -100.0% | -$24.31万 | 清仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -4,805 | -100.0% | -$24.22万 | 清仓 |
| EWQ | ISHARES INC | $0 | 0.00% | 0 | -5,368 | -100.0% | -$24.15万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACIO | ETF SER SOLUTIONS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TNDM | TANDEM DIABETES CARE INC | $0 | 0.00% | 0 | -10,937 | -100.0% | -$24.04万 | 清仓 |
| — | BLACKROCK CALIF MUN INCOME T | $0 | 0.00% | 0 | -22,365 | -100.0% | -$24.02万 | 清仓 |
| — | NORTHERN LTS FD TR III | $0 | 0.00% | 0 | -4,380 | -100.0% | -$23.98万 | 清仓 |
| BEAM | BEAM THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EBC | EASTERN BANKSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |