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 |
|---|---|---|---|---|---|---|---|---|
| HCI | HCI GROUP INC | $32.35万 | 0.00% | 2,092 | 334 | 19.0% | $5.16万 | 加仓 |
| — | GLOBAL X FDS | $32.37万 | 0.00% | 14,014 | -71,457 | -83.6% | -$165.07万 | 减仓 |
| NPKI | NPK INTERNATIONAL INC | $32.39万 | 0.00% | 22,354 | 1,357 | 6.5% | $1.97万 | 加仓 |
| CERT | CERTARA INC | $32.43万 | 0.00% | 56,887 | 10,234 | 21.9% | $5.83万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $32.53万 | 0.00% | 7,828 | 2,336 | 42.5% | $9.71万 | 加仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $32.56万 | 0.00% | 131,289 | 152 | 0.1% | $377 | 加仓 |
| — | TIDAL TRUST II | $32.58万 | 0.00% | 29,561 | 5,364 | 22.2% | $5.91万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $32.59万 | 0.00% | 2,935 | 486 | 19.8% | $5.40万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $32.60万 | 0.00% | 5,484 | 355 | 6.9% | $2.11万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $32.61万 | 0.00% | 8,344 | -8 | -0.1% | -$313 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $32.65万 | 0.00% | 9,125 | -135 | -1.5% | -$4,830 | 减仓 |
| DOCS | DOXIMITY INC | $32.66万 | 0.00% | 14,018 | 3,873 | 38.2% | $9.02万 | 加仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $32.68万 | 0.00% | 22,677 | -3,172 | -12.3% | -$4.57万 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $32.68万 | 0.00% | 4,421 | -1,404 | -24.1% | -$10.38万 | 减仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $32.69万 | 0.00% | 30,268 | 784 | 2.7% | $8,467 | 加仓 |
| — | BLACKROCK MUNIYIELD PA QUALI | $32.78万 | 0.00% | 29,720 | 2,586 | 9.5% | $2.85万 | 加仓 |
| BOH | BANK HAWAII CORP | $32.79万 | 0.00% | 4,416 | -204 | -4.4% | -$1.51万 | 减仓 |
| — | PIMCO ETF TR | $32.83万 | 0.00% | 6,178 | -2,415 | -28.1% | -$12.83万 | 减仓 |
| — | ISHARES TR | $32.87万 | 0.00% | 6,484 | 6,484 | — | $32.87万 | 新建仓 |
| GRRR | GORILLA TECHNOLOGY GROUP INC | $32.96万 | 0.00% | 31,303 | 2,358 | 8.1% | $2.48万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $33.00万 | 0.00% | 11,202 | -1,782 | -13.7% | -$5.25万 | 减仓 |
| AXTI | AXT INC | $33.12万 | 0.00% | 5,813 | 5,813 | — | $33.12万 | 新建仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $33.13万 | 0.00% | 9,530 | -175 | -1.8% | -$6,083 | 减仓 |
| MRTN | MARTEN TRANS LTD | $33.13万 | 0.00% | 25,232 | -15,076 | -37.4% | -$19.80万 | 减仓 |
| MRSK | NORTHERN LIGHTS FD TR | $33.24万 | 0.00% | 9,406 | -262 | -2.7% | -$9,259 | 减仓 |
| — | PIMCO NEW YORK MUN FD II | $33.26万 | 0.00% | 48,557 | 48,557 | — | $33.26万 | 新建仓 |
| UNG | UNITED STS NAT GAS FD LP | $33.28万 | 0.00% | 28,370 | -63,782 | -69.2% | -$74.82万 | 减仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $33.46万 | 0.00% | 5,300 | 0 | 0.0% | — | 不变 |
| DXPE | DXP ENTERPRISES INC | $33.52万 | 0.00% | 2,399 | 2,399 | — | $33.52万 | 新建仓 |
| — | ETF SER SOLUTIONS | $33.62万 | 0.00% | 6,283 | 250 | 4.1% | $1.34万 | 加仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $33.62万 | 0.00% | 73,416 | -308 | -0.4% | -$1,411 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $33.63万 | 0.00% | 22,815 | -17,146 | -42.9% | -$25.27万 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $33.64万 | 0.00% | 12,013 | 755 | 6.7% | $2.11万 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC | $33.65万 | 0.00% | 8,053 | 175 | 2.2% | $7,313 | 加仓 |
| — | ABRDN FDS | $33.66万 | 0.00% | 10,139 | 458 | 4.7% | $1.52万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $33.72万 | 0.00% | 5,921 | 804 | 15.7% | $4.58万 | 加仓 |
| GKOS | GLAUKOS CORP | $33.73万 | 0.00% | 3,133 | -433 | -12.1% | -$4.66万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $33.73万 | 0.00% | 7,364 | 133 | 1.8% | $6,093 | 加仓 |
| MCHI | ISHARES TR | $33.77万 | 0.00% | 6,011 | 1,360 | 29.2% | $7.64万 | 加仓 |
| XP | XP INC | $33.79万 | 0.00% | 17,748 | 6,230 | 54.1% | $11.86万 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $33.79万 | 0.00% | 36,416 | -2,873 | -7.3% | -$2.67万 | 减仓 |
| PRI | PRIMERICA INC | $33.80万 | 0.00% | 1,350 | -258 | -16.0% | -$6.46万 | 减仓 |
| CEMB | ISHARES INC | $33.83万 | 0.00% | 7,470 | 379 | 5.3% | $1.72万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $33.85万 | 0.00% | 10,235 | -32 | -0.3% | -$1,058 | 减仓 |
| DDD | 3D SYS CORP DEL | $33.88万 | 0.00% | 180,187 | 638 | 0.4% | $1,199 | 加仓 |
| — | SPDR SERIES TRUST | $33.89万 | 0.00% | 4,332 | -1,477 | -25.4% | -$11.55万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $33.90万 | 0.00% | 8,569 | 266 | 3.2% | $1.05万 | 加仓 |
| — | WHERE FOOD COMES FROM INC | $33.90万 | 0.00% | 25,470 | 12,282 | 93.1% | $16.35万 | 加仓 |
| LGN | LEGENCE CORP | $33.92万 | 0.00% | 6,007 | 6,007 | — | $33.92万 | 新建仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $33.93万 | 0.00% | 10,023 | -1,402 | -12.3% | -$4.75万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $34.02万 | 0.00% | 30,110 | 706 | 2.4% | $7,978 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $34.05万 | 0.00% | 49,848 | -409 | -0.8% | -$2,793 | 减仓 |
| CIM | CHIMERA INVT CORP | $34.13万 | 0.00% | 27,193 | -355 | -1.3% | -$4,455 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $34.16万 | 0.00% | 14,808 | 332 | 2.3% | $7,659 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $34.18万 | 0.00% | 4,506 | 4,506 | — | $34.18万 | 新建仓 |
| CALY | CALLAWAY GOLF CO | $34.18万 | 0.00% | 24,628 | 4,593 | 22.9% | $6.38万 | 加仓 |
| BELFB | BEL FUSE INC | $34.19万 | 0.00% | 1,727 | 11 | 0.6% | $2,178 | 加仓 |
| NMIH | NMI HLDGS INC | $34.23万 | 0.00% | 9,125 | -2,590 | -22.1% | -$9.72万 | 减仓 |
| NMFC | NEW MTN FIN CORP | $34.24万 | 0.00% | 44,126 | 564 | 1.3% | $4,377 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $34.25万 | 0.00% | 8,400 | 7,300 | 663.6% | $29.77万 | 加仓 |
| — | KKR & CO INC | $34.26万 | 0.00% | 8,517 | 8,517 | — | $34.26万 | 新建仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $34.31万 | 0.00% | 14,854 | 2,403 | 19.3% | $5.55万 | 加仓 |
| CNXC | CONCENTRIX CORP | $34.33万 | 0.00% | 12,548 | -2,663 | -17.5% | -$7.29万 | 减仓 |
| IQDF | FLEXSHARES TR | $34.36万 | 0.00% | 10,848 | -765 | -6.6% | -$2.42万 | 减仓 |
| PMT | PENNYMAC MTG INVT TR | $34.40万 | 0.00% | 29,500 | -9,716 | -24.8% | -$11.33万 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $34.41万 | 0.00% | 2,634 | -474 | -15.3% | -$6.19万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $34.50万 | 0.00% | 10,234 | -560 | -5.2% | -$1.89万 | 减仓 |
| ALMU | AELUMA INC | $34.54万 | 0.00% | 26,384 | -1,878 | -6.6% | -$2.46万 | 减仓 |
| ACMR | ACM RESH INC | $34.61万 | 0.00% | 8,796 | 1,621 | 22.6% | $6.38万 | 加仓 |
| RGR | STURM RUGER & CO INC | $34.63万 | 0.00% | 8,637 | -179 | -2.0% | -$7,176 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $34.66万 | 0.00% | 27,882 | 6,437 | 30.0% | $8.00万 | 加仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $34.72万 | 0.00% | 62,006 | -742 | -1.2% | -$4,155 | 减仓 |
| SMBS | SCHWAB STRATEGIC TR | $34.75万 | 0.00% | 13,600 | 913 | 7.2% | $2.33万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $34.83万 | 0.00% | 5,500 | 1,800 | 48.6% | $11.40万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $34.84万 | 0.00% | 9,966 | -1,751 | -14.9% | -$6.12万 | 减仓 |
| DDS | DILLARDS INC | $34.86万 | 0.00% | 609 | 210 | 52.6% | $12.02万 | 加仓 |
| — | PGIM ROCK ETF TR | $34.88万 | 0.00% | 11,498 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $34.93万 | 0.00% | 7,446 | 775 | 11.6% | $3.64万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $35.01万 | 0.00% | 4,804 | 322 | 7.2% | $2.35万 | 加仓 |
| FIG | FIGMA INC | $35.11万 | 0.00% | 16,608 | -2,479 | -13.0% | -$5.24万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $35.17万 | 0.00% | 4,053 | 832 | 25.8% | $7.22万 | 加仓 |
| URG | UR-ENERGY INC | $35.24万 | 0.00% | 236,521 | -10 | -0.0% | -$15 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $35.28万 | 0.00% | 4,853 | 1,528 | 46.0% | $11.11万 | 加仓 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $35.31万 | 0.00% | 18,841 | 3,456 | 22.5% | $6.48万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $35.37万 | 0.00% | 3,623 | 254 | 7.5% | $2.48万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $35.38万 | 0.00% | 13,057 | 3,298 | 33.8% | $8.94万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $35.39万 | 0.00% | 10,511 | 1,274 | 13.8% | $4.29万 | 加仓 |
| UAA | UNDER ARMOUR INC | $35.41万 | 0.00% | 59,921 | 8,776 | 17.2% | $5.19万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.52万 | 0.00% | 12,362 | -317 | -2.5% | -$9,108 | 减仓 |
| PSMD | PACER FDS TR | $35.63万 | 0.00% | 11,172 | 327 | 3.0% | $1.04万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.65万 | 0.00% | 10,914 | -3,634 | -25.0% | -$11.87万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $35.69万 | 0.00% | 22,183 | 9,460 | 74.4% | $15.22万 | 加仓 |
| — | PGIM ROCK ETF TR | $35.81万 | 0.00% | 12,178 | 187 | 1.6% | $5,498 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $35.91万 | 0.00% | 15,917 | 6,909 | 76.7% | $15.59万 | 加仓 |
| AORT | ARTIVION INC | $35.95万 | 0.00% | 9,817 | 958 | 10.8% | $3.51万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $35.99万 | 0.00% | 4,806 | -1,640 | -25.4% | -$12.28万 | 减仓 |
| SNAP | SNAP INC | $36.00万 | 0.00% | 78,257 | 4,449 | 6.0% | $2.05万 | 加仓 |
| RDNT | RADNET INC | $36.03万 | 0.00% | 6,447 | 262 | 4.2% | $1.46万 | 加仓 |
| — | AMPLIFY ETF TR | $36.06万 | 0.00% | 5,457 | 615 | 12.7% | $4.06万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $36.15万 | 0.00% | 15,133 | -2,473 | -14.0% | -$5.91万 | 减仓 |