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 |
|---|---|---|---|---|---|---|---|---|
| LQDA | LIQUIDIA CORPORATION | $61.66万 | 0.00% | 16,338 | -5,000 | -23.4% | -$18.87万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $61.74万 | 0.00% | 17,741 | 2,574 | 17.0% | $8.96万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $61.75万 | 0.00% | 25,285 | 10,674 | 73.1% | $26.07万 | 加仓 |
| WCLD | WISDOMTREE TR | $61.80万 | 0.00% | 22,619 | -608 | -2.6% | -$1.66万 | 减仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $61.87万 | 0.00% | 23,454 | -2,318 | -9.0% | -$6.11万 | 减仓 |
| LCII | LCI INDS | $61.99万 | 0.00% | 5,041 | 745 | 17.3% | $9.16万 | 加仓 |
| NPO | ENPRO INC | $62.05万 | 0.00% | 2,475 | 457 | 22.6% | $11.46万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $62.18万 | 0.00% | 13,714 | 761 | 5.9% | $3.45万 | 加仓 |
| — | PACER FDS TR | $62.18万 | 0.00% | 10,596 | -432 | -3.9% | -$2.54万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $62.23万 | 0.00% | 54,066 | 1,568 | 3.0% | $1.80万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $62.28万 | 0.00% | 6,742 | 572 | 9.3% | $5.28万 | 加仓 |
| KSS | KOHLS CORP | $62.31万 | 0.00% | 48,305 | 7,273 | 17.7% | $9.38万 | 加仓 |
| BBDC | BARINGS BDC INC | $62.35万 | 0.00% | 75,754 | -4,877 | -6.0% | -$4.01万 | 减仓 |
| PRDO | PERDOCEO ED CORP | $62.51万 | 0.00% | 16,800 | 2,591 | 18.2% | $9.64万 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $62.67万 | 0.00% | 42,256 | 12,657 | 42.8% | $18.77万 | 加仓 |
| — | LISTED FDS TR | $62.70万 | 0.00% | 10,569 | 1,219 | 13.0% | $7.23万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $62.85万 | 0.00% | 18,863 | -5,760 | -23.4% | -$19.19万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $62.89万 | 0.00% | 9,205 | -137 | -1.5% | -$9,360 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $62.89万 | 0.00% | 8,307 | -10,789 | -56.5% | -$81.68万 | 减仓 |
| — | CALAMOS ETF TR | $62.97万 | 0.00% | 23,695 | 8,400 | 54.9% | $22.32万 | 加仓 |
| — | AMPLIFY ETF TR | $63.01万 | 0.00% | 14,722 | 105 | 0.7% | $4,494 | 加仓 |
| UFO | PROCURE ETF TRUST II | $63.08万 | 0.00% | 14,077 | -16,610 | -54.1% | -$74.43万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $63.08万 | 0.00% | 27,400 | 4,788 | 21.2% | $11.02万 | 加仓 |
| — | SPROTT FDS TR | $63.11万 | 0.00% | 13,889 | -100 | -0.7% | -$4,544 | 减仓 |
| — | BITWISE XRP ETF | $63.13万 | 0.00% | 42,001 | -153 | -0.4% | -$2,300 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $63.23万 | 0.00% | 15,267 | 802 | 5.5% | $3.32万 | 加仓 |
| — | FIRST TR SR FLTG RATE INCOME | $63.30万 | 0.00% | 65,666 | 2,288 | 3.6% | $2.21万 | 加仓 |
| TREX | TREX INC | $63.33万 | 0.00% | 17,388 | -8,075 | -31.7% | -$29.41万 | 减仓 |
| RES | RPC INC | $63.38万 | 0.00% | 89,518 | -3,562 | -3.8% | -$2.52万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $63.40万 | 0.00% | 60,782 | -1,297 | -2.1% | -$1.35万 | 减仓 |
| IMKTA | INGLES MKTS INC | $63.47万 | 0.00% | 7,060 | 1,528 | 27.6% | $13.74万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $63.57万 | 0.00% | 24,375 | 3,101 | 14.6% | $8.09万 | 加仓 |
| — | GLOBAL X FDS | $63.60万 | 0.00% | 30,021 | 10,270 | 52.0% | $21.76万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $63.62万 | 0.00% | 20,670 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC | $63.74万 | 0.00% | 15,542 | 6,211 | 66.6% | $25.47万 | 加仓 |
| GVA | GRANITE CONSTR INC | $63.84万 | 0.00% | 5,325 | 243 | 4.8% | $2.91万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $64.00万 | 0.00% | 1,991 | -60 | -2.9% | -$1.93万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $64.03万 | 0.00% | 10,122 | 1,341 | 15.3% | $8.48万 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $64.24万 | 0.00% | 9,058 | 390 | 4.5% | $2.77万 | 加仓 |
| TFPN | TIDAL TRUST II | $64.40万 | 0.00% | 23,155 | 23,155 | — | $64.40万 | 新建仓 |
| HEGD | LISTED FDS TR | $64.43万 | 0.00% | 26,085 | 26,085 | — | $64.43万 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $64.44万 | 0.00% | 19,098 | -2,463 | -11.4% | -$8.31万 | 减仓 |
| IPI | INTREPID POTASH INC | $64.55万 | 0.00% | 15,092 | 15,092 | — | $64.55万 | 新建仓 |
| — | THOMSON REUTERS CORP | $64.55万 | 0.00% | 7,174 | -1,307 | -15.4% | -$11.76万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $64.74万 | 0.00% | 8,638 | -2,297 | -21.0% | -$17.21万 | 减仓 |
| DRS | LEONARDO DRS INC | $64.75万 | 0.00% | 14,543 | -363 | -2.4% | -$1.62万 | 减仓 |
| STLA | STELLANTIS N.V | $64.79万 | 0.00% | 92,575 | -16,166 | -14.9% | -$11.31万 | 减仓 |
| — | CLEARWAY ENERGY INC | $64.84万 | 0.00% | 16,553 | 2,144 | 14.9% | $8.40万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $64.91万 | 0.00% | 19,336 | 759 | 4.1% | $2.55万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $64.93万 | 0.00% | 6,867 | 229 | 3.4% | $2.17万 | 加仓 |
| TPC | TUTOR PERINI CORP | $65.05万 | 0.00% | 8,427 | 3,782 | 81.4% | $29.19万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $65.12万 | 0.00% | 12,818 | -10,630 | -45.3% | -$54.00万 | 减仓 |
| MIDD | MIDDLEBY CORP | $65.26万 | 0.00% | 4,923 | 646 | 15.1% | $8.56万 | 加仓 |
| BBBS | BONDBLOXX ETF TRUST | $65.46万 | 0.00% | 12,798 | -1,522 | -10.6% | -$7.78万 | 减仓 |
| DBEU | DBX ETF TR | $65.52万 | 0.00% | 13,448 | -55 | -0.4% | -$2,680 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $65.52万 | 0.00% | 23,734 | -1,016 | -4.1% | -$2.80万 | 减仓 |
| — | PGIM ROCK ETF TR | $65.60万 | 0.00% | 21,632 | 0 | 0.0% | — | 不变 |
| LASR | NLIGHT INC | $65.72万 | 0.00% | 11,525 | 11,525 | — | $65.72万 | 新建仓 |
| TFSL | TFS FINL CORP | $65.93万 | 0.00% | 46,928 | 2,141 | 4.8% | $3.01万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $65.93万 | 0.00% | 13,376 | -2,378 | -15.1% | -$11.72万 | 减仓 |
| FLO | FLOWERS FOODS INC | $66.04万 | 0.00% | 81,036 | 31,341 | 63.1% | $25.54万 | 加仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $66.12万 | 0.00% | 52,515 | 822 | 1.6% | $1.03万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $66.12万 | 0.00% | 15,246 | 431 | 2.9% | $1.87万 | 加仓 |
| IBCP | INDEPENDENT BK CORP MICH | $66.16万 | 0.00% | 19,869 | -2,385 | -10.7% | -$7.94万 | 减仓 |
| CARG | CARGURUS INC | $66.35万 | 0.00% | 19,486 | -3,110 | -13.8% | -$10.59万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $66.38万 | 0.00% | 2,638 | -1,166 | -30.7% | -$29.34万 | 减仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $66.50万 | 0.00% | 43,694 | 16,361 | 59.9% | $24.90万 | 加仓 |
| MATX | MATSON INC | $66.57万 | 0.00% | 4,060 | 180 | 4.6% | $2.95万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $66.72万 | 0.00% | 12,836 | -5,550 | -30.2% | -$28.85万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $66.80万 | 0.00% | 5,543 | 2,910 | 110.5% | $35.07万 | 加仓 |
| UPST | UPSTART HLDGS INC | $66.85万 | 0.00% | 26,062 | 1,208 | 4.9% | $3.10万 | 加仓 |
| TECB | ISHARES TR | $66.88万 | 0.00% | 12,054 | -360 | -2.9% | -$2.00万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $66.98万 | 0.00% | 21,446 | -118 | -0.5% | -$3,686 | 减仓 |
| WEX | WEX INC | $67.01万 | 0.00% | 4,379 | -1,939 | -30.7% | -$29.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $67.05万 | 0.00% | 25,689 | 1,166 | 4.8% | $3.04万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $67.11万 | 0.00% | 9,584 | -54 | -0.6% | -$3,781 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $67.14万 | 0.00% | 40,641 | 30,224 | 290.1% | $49.93万 | 加仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $67.23万 | 0.00% | 23,774 | 270 | 1.1% | $7,636 | 加仓 |
| OXM | OXFORD INDS INC | $67.32万 | 0.00% | 17,482 | 1,578 | 9.9% | $6.08万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $67.48万 | 0.00% | 18,106 | -2,211 | -10.9% | -$8.24万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $67.51万 | 0.00% | 15,439 | 1,892 | 14.0% | $8.27万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $67.59万 | 0.00% | 34,035 | -35,176 | -50.8% | -$69.86万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $67.80万 | 0.00% | 13,361 | -81 | -0.6% | -$4,110 | 减仓 |
| — | WISDOMTREE TR | $67.89万 | 0.00% | 5,868 | 201 | 3.5% | $2.33万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $68.02万 | 0.00% | 25,710 | 188 | 0.7% | $4,974 | 加仓 |
| — | COHEN & STEERS CLOSED-END | $68.20万 | 0.00% | 53,158 | -2,586 | -4.6% | -$3.32万 | 减仓 |
| SLRC | SLR INVESTMENT CORP | $68.25万 | 0.00% | 47,694 | 373 | 0.8% | $5,338 | 加仓 |
| FCN | FTI CONSULTING INC | $68.59万 | 0.00% | 3,880 | 567 | 17.1% | $10.02万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $68.63万 | 0.00% | 19,851 | 2,125 | 12.0% | $7.35万 | 加仓 |
| GFLW | VICTORY PORTFOLIOS II | $68.79万 | 0.00% | 26,159 | 4,659 | 21.7% | $12.25万 | 加仓 |
| — | FLEXSHARES TR | $68.87万 | 0.00% | 16,520 | 1,166 | 7.6% | $4.86万 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $68.95万 | 0.00% | 14,905 | 743 | 5.2% | $3.44万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $68.96万 | 0.00% | 53,793 | 3,192 | 6.3% | $4.09万 | 加仓 |
| — | ISHARES TR | $69.01万 | 0.00% | 17,911 | -5,802 | -24.5% | -$22.36万 | 减仓 |
| — | QORVO INC | $69.04万 | 0.00% | 8,921 | 1,228 | 16.0% | $9.50万 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $69.17万 | 0.00% | 59,428 | -9,784 | -14.1% | -$11.39万 | 减仓 |
| — | PGIM ROCK ETF TR | $69.21万 | 0.00% | 23,040 | 5,957 | 34.9% | $17.90万 | 加仓 |
| ASHR | DBX ETF TR | $69.47万 | 0.00% | 21,283 | 21,283 | — | $69.47万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $69.58万 | 0.00% | 36,762 | 36,762 | — | $69.58万 | 新建仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $69.84万 | 0.00% | 8,508 | -2,466 | -22.5% | -$20.24万 | 减仓 |