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 |
|---|---|---|---|---|---|---|---|---|
| VNT | VONTIER CORPORATION | $138.58万 | 0.00% | 39,069 | -73 | -0.2% | -$2,589 | 减仓 |
| — | ETFIS SER TR I | $138.63万 | 0.00% | 16,690 | 10,986 | 192.6% | $91.25万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $138.72万 | 0.00% | 23,652 | 2,533 | 12.0% | $14.86万 | 加仓 |
| — | WESTERN ASSET INTER MUNI | $138.77万 | 0.00% | 180,685 | 3,257 | 1.8% | $2.50万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $138.88万 | 0.00% | 64,530 | -42,119 | -39.5% | -$90.64万 | 减仓 |
| AN | AUTONATION INC | $138.91万 | 0.00% | 7,114 | -638 | -8.2% | -$12.46万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $139.17万 | 0.00% | 16,014 | 1,984 | 14.1% | $17.24万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $139.35万 | 0.00% | 24,088 | 1,450 | 6.4% | $8.39万 | 加仓 |
| VNOM | VIPER ENERGY INC | $139.42万 | 0.00% | 29,669 | 3,352 | 12.7% | $15.75万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $139.56万 | 0.00% | 60,279 | 1,161 | 2.0% | $2.69万 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $139.76万 | 0.00% | 145,278 | 7,461 | 5.4% | $7.18万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $139.82万 | 0.00% | 10,379 | -9,093 | -46.7% | -$122.49万 | 减仓 |
| BKT | BLACKROCK INCOME TR INC | $139.91万 | 0.00% | 132,363 | 30,891 | 30.4% | $32.65万 | 加仓 |
| HUT | HUT 8 CORP | $139.94万 | 0.00% | 29,832 | 5,402 | 22.1% | $25.34万 | 加仓 |
| — | ISHARES TR | $139.98万 | 0.00% | 30,225 | -113 | -0.4% | -$5,233 | 减仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $140.18万 | 0.00% | 74,644 | -11,399 | -13.2% | -$21.41万 | 减仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $140.33万 | 0.00% | 27,887 | -7,765 | -21.8% | -$39.07万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $140.88万 | 0.00% | 38,999 | 15,501 | 66.0% | $56.00万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $141.15万 | 0.00% | 26,197 | -10,122 | -27.9% | -$54.54万 | 减仓 |
| WDFC | WD 40 CO | $141.15万 | 0.00% | 6,921 | -893 | -11.4% | -$18.21万 | 减仓 |
| TREE | LENDINGTREE INC | $141.19万 | 0.00% | 32,926 | 5,816 | 21.5% | $24.94万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $141.26万 | 0.00% | 8,207 | -2,016 | -19.7% | -$34.70万 | 减仓 |
| — | PACER FDS TR | $141.29万 | 0.00% | 26,136 | -2,376 | -8.3% | -$12.84万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $141.40万 | 0.00% | 35,377 | 3,045 | 9.4% | $12.17万 | 加仓 |
| AX | AXOS FINANCIAL INC | $141.62万 | 0.00% | 16,644 | 97 | 0.6% | $8,254 | 加仓 |
| IEO | ISHARES TR | $141.70万 | 0.00% | 11,345 | -62 | -0.5% | -$7,744 | 减仓 |
| — | INNOVATOR ETFS TRUST | $141.79万 | 0.00% | 47,565 | 40,909 | 614.6% | $121.95万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $141.87万 | 0.00% | 16,758 | 3,835 | 29.7% | $32.47万 | 加仓 |
| SNPE | DBX ETF TR | $142.14万 | 0.00% | 23,869 | 198 | 0.8% | $1.18万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $142.24万 | 0.00% | 14,601 | 1,542 | 11.8% | $15.02万 | 加仓 |
| LKFN | LAKELAND FINL CORP | $142.24万 | 0.00% | 24,790 | 230 | 0.9% | $1.32万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $142.31万 | 0.00% | 66,340 | -1,730 | -2.5% | -$3.71万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $142.37万 | 0.00% | 58,566 | 5,664 | 10.7% | $13.77万 | 加仓 |
| LRGF | ISHARES TR | $143.05万 | 0.00% | 21,674 | -549 | -2.5% | -$3.62万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $143.09万 | 0.00% | 143,952 | 97,134 | 207.5% | $96.55万 | 加仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $143.23万 | 0.00% | 23,197 | -1,037 | -4.3% | -$6.40万 | 减仓 |
| FRO | FRONTLINE PLC | $143.31万 | 0.00% | 41,109 | 12,637 | 44.4% | $44.05万 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $143.40万 | 0.00% | 37,806 | 3,930 | 11.6% | $14.91万 | 加仓 |
| KBH | KB HOME | $143.42万 | 0.00% | 27,715 | -2,898 | -9.5% | -$15.00万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $143.45万 | 0.00% | 69,737 | -40,944 | -37.0% | -$84.22万 | 减仓 |
| TW | TRADEWEB MKTS INC | $143.67万 | 0.00% | 12,210 | -344 | -2.7% | -$4.05万 | 减仓 |
| INGR | INGREDION INC | $144.09万 | 0.00% | 12,790 | -145 | -1.1% | -$1.63万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $144.58万 | 0.00% | 35,748 | 9,493 | 36.2% | $38.39万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $144.61万 | 0.00% | 19,680 | 3,445 | 21.2% | $25.31万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $144.63万 | 0.00% | 96,225 | -1,072 | -1.1% | -$1.61万 | 减仓 |
| KE | KIMBALL ELECTRONICS INC | $144.79万 | 0.00% | 61,117 | -6,355 | -9.4% | -$15.05万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $144.93万 | 0.00% | 118,022 | -244 | -0.2% | -$2,996 | 减仓 |
| PGEN | PRECIGEN INC | $144.94万 | 0.00% | 374,514 | 3,250 | 0.9% | $1.26万 | 加仓 |
| — | UNITED HOMES GROUP INC | $145.00万 | 0.00% | 1,250,000 | 0 | 0.0% | — | 不变 |
| SMOT | VANECK ETF TRUST | $145.11万 | 0.00% | 41,235 | -21,698 | -34.5% | -$76.36万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $145.12万 | 0.00% | 32,850 | 931 | 2.9% | $4.11万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $145.21万 | 0.00% | 58,648 | 2,612 | 4.7% | $6.47万 | 加仓 |
| PATH | UIPATH INC | $145.32万 | 0.00% | 130,918 | -18,059 | -12.1% | -$20.05万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $145.39万 | 0.00% | 48,513 | -7,970 | -14.1% | -$23.89万 | 减仓 |
| YETI | YETI HLDGS INC | $145.42万 | 0.00% | 39,743 | 867 | 2.2% | $3.17万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $145.57万 | 0.00% | 28,338 | -1,160 | -3.9% | -$5.96万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $145.60万 | 0.00% | 53,529 | 7,920 | 17.4% | $21.54万 | 加仓 |
| — | ETFIS SER TR I | $145.61万 | 0.00% | 96,242 | 7,753 | 8.8% | $11.73万 | 加仓 |
| — | PUTNAM ETF TRUST | $145.69万 | 0.00% | 175,106 | 38,106 | 27.8% | $31.70万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $145.90万 | 0.00% | 19,057 | -69 | -0.4% | -$5,283 | 减仓 |
| BB | BLACKBERRY LTD | $145.98万 | 0.00% | 450,553 | -1,885 | -0.4% | -$6,107 | 减仓 |
| — | OAK VY BANCORP OAKDALE CALIF | $145.98万 | 0.00% | 45,014 | 11 | 0.0% | $357 | 加仓 |
| — | BANK MONTREAL MEDIUM | $146.06万 | 0.00% | 24,502 | -11,635 | -32.2% | -$69.36万 | 减仓 |
| — | TEUCRIUM COMMODITY TR | $146.58万 | 0.00% | 140,402 | 140,402 | — | $146.58万 | 新建仓 |
| — | TEMPLETON EMERGING MKTS INCO | $146.82万 | 0.00% | 244,294 | 7,936 | 3.4% | $4.77万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $146.94万 | 0.00% | 82,596 | 11,842 | 16.7% | $21.07万 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $147.04万 | 0.00% | 31,814 | -1,185 | -3.6% | -$5.48万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $147.76万 | 0.00% | 66,709 | 2,855 | 4.5% | $6.32万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $147.85万 | 0.00% | 54,883 | -4,045 | -6.9% | -$10.90万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $147.87万 | 0.00% | 6,815 | 997 | 17.1% | $21.63万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $147.98万 | 0.00% | 76,832 | 60,686 | 375.9% | $116.88万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $148.01万 | 0.00% | 27,003 | 2,126 | 8.5% | $11.65万 | 加仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $148.14万 | 0.00% | 49,546 | 49,546 | — | $148.14万 | 新建仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $148.56万 | 0.00% | 55,703 | 10,730 | 23.9% | $28.62万 | 加仓 |
| — | CALAMOS ETF TR | $149.02万 | 0.00% | 55,451 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $149.12万 | 0.00% | 6,109 | 520 | 9.3% | $12.69万 | 加仓 |
| E | ENI SPA | $149.27万 | 0.00% | 26,369 | 5,475 | 26.2% | $30.99万 | 加仓 |
| IBTP | ISHARES TR | $149.30万 | 0.00% | 58,251 | 1,977 | 3.5% | $5.07万 | 加仓 |
| SCI | SERVICE CORP INTL | $149.47万 | 0.00% | 18,115 | 1,155 | 6.8% | $9.53万 | 加仓 |
| — | PACER FDS TR | $149.55万 | 0.00% | 78,795 | -7,202 | -8.4% | -$13.67万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $149.64万 | 0.00% | 45,096 | 6,217 | 16.0% | $20.63万 | 加仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $149.78万 | 0.00% | 135,299 | -55,965 | -29.3% | -$61.95万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $149.82万 | 0.00% | 54,695 | 29,624 | 118.2% | $81.14万 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $150.01万 | 0.00% | 65,307 | 52,997 | 430.5% | $121.73万 | 加仓 |
| — | GLOBAL X FDS | $150.21万 | 0.00% | 57,158 | 7,387 | 14.8% | $19.41万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $150.29万 | 0.00% | 64,900 | 53,400 | 464.3% | $123.66万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $150.42万 | 0.00% | 52,230 | 1,443 | 2.8% | $4.16万 | 加仓 |
| AGCO | AGCO CORP | $150.63万 | 0.00% | 13,000 | 155 | 1.2% | $1.80万 | 加仓 |
| DTH | WISDOMTREE TR | $150.77万 | 0.00% | 27,875 | -60,351 | -68.4% | -$326.43万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $151.23万 | 0.00% | 19,380 | -3,598 | -15.7% | -$28.08万 | 减仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $151.28万 | 0.00% | 73,686 | 5,686 | 8.4% | $11.67万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $151.38万 | 0.00% | 50,653 | -4,610 | -8.3% | -$13.78万 | 减仓 |
| MARA | MARA HOLDINGS INC | $151.52万 | 0.00% | 185,692 | 2,381 | 1.3% | $1.94万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $151.79万 | 0.00% | 119,901 | 13,527 | 12.7% | $17.13万 | 加仓 |
| PVH | PVH CORPORATION | $152.30万 | 0.00% | 21,832 | -152 | -0.7% | -$1.06万 | 减仓 |
| HEDJ | WISDOMTREE TR | $152.40万 | 0.00% | 29,141 | -2,211 | -7.1% | -$11.56万 | 减仓 |
| — | GRANITESHARES PLATINUM TR | $152.52万 | 0.00% | 80,658 | -11,494 | -12.5% | -$21.74万 | 减仓 |
| QDEF | FLEXSHARES TR | $152.60万 | 0.00% | 19,118 | 168 | 0.9% | $1.34万 | 加仓 |
| QLYS | QUALYS INC | $152.90万 | 0.00% | 17,405 | -102 | -0.6% | -$8,961 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $152.93万 | 0.00% | 25,149 | -527 | -2.1% | -$3.20万 | 减仓 |