13F 机构持仓

Cetera Investment Advisers

SCHAUMBURG IL · SEC CIK 0001666741

2026Q22026Q1 更早 9 个季度 🔒
$1,097.61亿2026Q2 申报市值
5,007持仓数
16.5%前十大占比 · 第一大 3.2%
384 / 217新建仓 / 清仓
申报市值走势$1,097.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.2%
AAPL 1.9%
NVDA 1.8%
VTV 1.6%
QQQ 1.5%
AGG 1.4%
VOO 1.4%
SPY 1.3%
VTI 1.2%
VUG 1.1%

2026Q2 买入最多 按季末市值估算

IVV 加仓+$3.70亿
IUSB 加仓+$1.52亿
VOO 加仓+$1.49亿
CWB 加仓+$1.24亿
CORO 新建仓+$1.08亿

2026Q2 卖出最多 按季末市值估算

EFV 减仓-$1.37亿
BIL 减仓-$1.37亿
QUAL 减仓-$1.31亿
IEMG 减仓-$9,867.78万
IAGG 减仓-$9,149.11万

2026Q2 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
TAK TAKEDA PHARMACEUTICAL CO LTD $244.62万0.00%152,601 -71,414-31.9% -$114.48万 减仓
— FIRST TR EXCHNG TRADED FD VI $245.23万0.00%104,955 2,1722.1% $5.07万 加仓
AUB ATLANTIC UN BANKSHARES CORP $245.50万0.00%58,024 11,48524.7% $48.59万 加仓
EEMS ISHARES INC $245.90万0.00%32,403 7102.2% $5.39万 加仓
— ISHARES TR $246.45万0.00%84,690 -232,985-73.3% -$677.98万 减仓
CHI CALAMOS CONV OPPORTUNITIES & $246.67万0.00%183,537 -3,033-1.6% -$4.08万 减仓
STWD STARWOOD PPTY TR INC $246.68万0.00%150,599 -614,358-80.3% -$1,006.32万 减仓
— ETFIS SER TR I $247.01万0.00%89,416 -4,127-4.4% -$11.40万 减仓
UMAR INNOVATOR ETFS TRUST $247.10万0.00%58,491 -4,132-6.6% -$17.46万 减仓
KTB KONTOOR BRANDS INC $247.24万0.00%29,666 -1,491-4.8% -$12.43万 减仓
SFM SPROUTS FMRS MKT INC $247.46万0.00%29,257 -3,205-9.9% -$27.11万 减仓
ABEV AMBEV SA $247.59万0.00%788,519 24,8013.2% $7.79万 加仓
IVT INVENTRUST PPTYS CORP $247.69万0.00%69,970 1610.2% $5,699 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $248.13万0.00%31,322 -2,461-7.3% -$19.50万 减仓
IDLV INVESCO EXCH TRADED FD TR II $249.06万0.00%72,206 -4,874-6.3% -$16.81万 减仓
— GLOBAL X FDS $249.51万0.00%64,691 3,1545.1% $12.16万 加仓
AOS SMITH A O CORP $249.59万0.00%39,794 -11,189-21.9% -$70.18万 减仓
SYFI AB ACTIVE ETFS INC $249.89万0.00%69,969 -6,694-8.7% -$23.91万 减仓
HYLB DBX ETF TR $250.54万0.00%68,604 19,69840.3% $71.94万 加仓
PINS PINTEREST INC $251.12万0.00%119,411 -14,690-11.0% -$30.89万 减仓
ETG EATON VANCE TX ADV GLBL DIV $251.39万0.00%106,792 10,28810.7% $24.22万 加仓
EPI WISDOMTREE TR $251.79万0.00%58,856 1,7773.1% $7.60万 加仓
POST POST HLDGS INC $251.81万0.00%28,530 -5,333-15.7% -$47.07万 减仓
EOS EATON VANCE ENHANCED EQUITY $251.94万0.00%114,311 3670.3% $8,089 加仓
XCCC BONDBLOXX ETF TRUST $252.02万0.00%68,925 1,5002.2% $5.48万 加仓
IBDX ISHARES TR $252.15万0.00%100,098 26,71236.4% $67.29万 加仓
— AIM ETF PRODUCTS TRUST $252.88万0.00%55,126 8301.5% $3.81万 加仓
FLS FLOWSERVE CORP $252.96万0.00%34,110 11,27349.4% $83.60万 加仓
MNA NEW YORK LIFE INVESTMENTS ET $253.28万0.00%69,431 17,01932.5% $62.08万 加仓
GPN GLOBAL PMTS INC $253.75万0.00%34,970 -5,631-13.9% -$40.86万 减仓
OTTR OTTER TAIL CORP $254.13万0.00%28,242 10,35857.9% $93.20万 加仓
G GENPACT LIMITED $254.35万0.00%92,491 -6,759-6.8% -$18.59万 减仓
— FIRST TR EXCHNG TRADED FD VI $254.67万0.00%102,244 22,26327.8% $55.45万 加仓
BEP BROOKFIELD RENEWABLE ENERGY $254.69万0.00%73,334 -6,630-8.3% -$23.03万 减仓
— INVESCO VALUE MUN INCOME TR $254.72万0.00%200,092 29,69817.4% $37.81万 加仓
— AIM ETF PRODUCTS TRUST $254.89万0.00%57,921 -1,974-3.3% -$8.69万 减仓
— FIRST TR EXCHANGE TRADED FD $254.91万0.00%76,251 -6,817-8.2% -$22.79万 减仓
BAX BAXTER INTL INC $255.05万0.00%119,628 12,18911.3% $25.99万 加仓
— FIRST TR EXCHNG TRADED FD VI $255.10万0.00%74,740 -3,661-4.7% -$12.50万 减仓
KEEL KEEL INFRASTRUCTURE CORP $255.19万0.00%444,585 444,585— $255.19万 新建仓
ZION ZIONS BANCORPORATION NATL AS $255.56万0.00%36,936 -765-2.0% -$5.29万 减仓
IGOV ISHARES TR $255.75万0.00%62,332 1,7192.8% $7.05万 加仓
— HANCOCK JOHN PFD INCOME FD I $255.95万0.00%176,029 9,3695.6% $13.62万 加仓
ESE ESCO TECHNOLOGIES INC $256.42万0.00%7,326 -1,657-18.4% -$58.00万 减仓
AER AERCAP HOLDINGS NV $256.58万0.00%17,601 -2,697-13.3% -$39.32万 减仓
— INNOVATOR ETFS TRUST $256.77万0.00%71,331 -1,575-2.2% -$5.67万 减仓
STAG STAG INDUSTRIAL INC $257.20万0.00%67,580 -5,119-7.0% -$19.48万 减仓
IDA IDACORP INC $257.30万0.00%17,005 8205.1% $12.41万 加仓
EWX SPDR INDEX SHS FDS $257.35万0.00%34,635 -14,779-29.9% -$109.81万 减仓
RELX RELX PLC $257.79万0.00%81,398 -15,932-16.4% -$50.46万 减仓
— FIRST TR EXCHNG TRADED FD VI $257.99万0.00%68,332 48,086237.5% $181.55万 加仓
XEXGX EATON VANCE TAX-MANAGED GLOB $258.36万0.00%263,368 -192,645-42.2% -$188.98万 减仓
— THEMES ETF TR $258.47万0.00%63,661 7,38613.1% $29.99万 加仓
FTAI FTAI AVIATION LTD $258.81万0.00%9,567 -7,265-43.2% -$196.53万 减仓
BKH BLACK HILLS CORP $258.93万0.00%34,802 -730-2.1% -$5.43万 减仓
— INNOVATOR ETFS TRUST $259.95万0.00%86,535 -4,695-5.1% -$14.10万 减仓
— INNOVATOR ETFS TRUST $260.93万0.00%100,415 3,3153.4% $8.61万 加仓
AAL AMERICAN AIRLINES GROUP INC $261.22万0.00%144,562 -8,828-5.8% -$15.95万 减仓
FEBW AIM ETF PRODUCTS TRUST $261.51万0.00%73,583 4,6906.8% $16.67万 加仓
UDEC INNOVATOR ETFS TRUST $261.52万0.00%62,745 -2,596-4.0% -$10.82万 减仓
HL HECLA MINING COMPANY $261.76万0.00%169,644 1,2710.8% $1.96万 加仓
MUST COLUMBIA ETF TR I $261.78万0.00%125,856 -1,440-1.1% -$3.00万 减仓
IOCT INNOVATOR ETFS TRUST $261.94万0.00%70,815 -2,740-3.7% -$10.14万 减仓
HYT BLACKROCK CORPOR HI YLD FD I $262.45万0.00%306,598 -8,505-2.7% -$7.28万 减仓
PCN PIMCO CORPORATE & INCM STRG $262.56万0.00%219,714 3,7831.8% $4.52万 加仓
CDW CDW CORP $262.88万0.00%18,692 6,03447.7% $84.86万 加仓
MGEE MGE ENERGY INC $262.99万0.00%32,252 -1-0.0% -$82 减仓
JETS ETF SER SOLUTIONS $263.50万0.00%79,320 -34,584-30.4% -$114.89万 减仓
BOOT BOOT BARN HLDGS INC $263.90万0.00%16,065 2,19815.9% $36.11万 加仓
SEIC SEI INVTS CO $264.09万0.00%30,110 -7,930-20.8% -$69.55万 减仓
— INVESCO TR INVT GRADE MUNS $264.28万0.00%249,317 62,17633.2% $65.91万 加仓
LONZ PIMCO ETF TR $265.77万0.00%53,898 3,4276.8% $16.90万 加仓
OWL BLUE OWL CAPITAL INC $266.03万0.00%304,033 63,24526.3% $55.34万 加仓
GLPI GAMING & LEISURE P $266.24万0.00%59,789 4,5418.2% $20.22万 加仓
NASA TEMA ETF TRUST $266.54万0.00%87,735 87,735— $266.54万 新建仓
PII POLARIS INC $267.07万0.00%39,022 19,778102.8% $135.36万 加仓
PNFP PINNACLE FINL PARTNERS INC $267.42万0.00%26,509 -1,426-5.1% -$14.39万 减仓
DBP INVESCO DB MULTI-SECTOR COMM $267.71万0.00%28,950 -172-0.6% -$1.59万 减仓
BCI ABRDN ETFS $267.81万0.00%119,880 5,0614.4% $11.31万 加仓
FLCO FRANKLIN TEMPLETON ETF TR $267.85万0.00%124,928 10,4159.1% $22.33万 加仓
FIGB FIDELITY MERRIMACK STR TR $268.29万0.00%62,641 5,88810.4% $25.22万 加仓
U UNITY SOFTWARE INC $268.46万0.00%93,932 -1,754-1.8% -$5.01万 减仓
SMDV PROSHARES TR $268.51万0.00%34,857 -463-1.3% -$3.57万 减仓
SM SM ENERGY COMPANY $268.58万0.00%102,903 -5,116-4.7% -$13.35万 减仓
OSIS OSI SYSTEMS INC $268.67万0.00%12,285 220.2% $4,811 加仓
MARA MARA HOLDINGS INC $268.93万0.00%193,617 7,9254.3% $11.01万 加仓
— INNOVATOR ETFS TRUST $268.99万0.00%75,012 1,2711.7% $4.56万 加仓
IBTI ISHARES TR $269.49万0.00%121,723 -1,914-1.5% -$4.24万 减仓
REM ISHARES TR $269.74万0.00%122,333 7,4226.5% $16.37万 加仓
BGIG ETF SER SOLUTIONS $270.36万0.00%75,331 75,331— $270.36万 新建仓
PTL NORTHERN LTS FD TR IV $270.40万0.00%9,452 1,70622.0% $48.81万 加仓
DLTR DOLLAR TREE INC $270.54万0.00%22,368 -1,785-7.4% -$21.59万 减仓
KGC KINROSS GOLD CORP $271.14万0.00%114,793 -10,146-8.1% -$23.96万 减仓
DJD INVESCO EXCHANGE TRADED FD T $271.23万0.00%42,800 -5,657-11.7% -$35.85万 减仓
NOVT NOVANTA INC $271.36万0.00%16,726 2,77619.9% $45.04万 加仓
QINT AMERICAN CENTY ETF TR $272.47万0.00%39,243 -194-0.5% -$1.35万 减仓
ALGM ALLEGRO MICROSYSTEMS INC $272.56万0.00%39,149 27,493235.9% $191.41万 加仓
TPHD TIMOTHY PLAN $272.60万0.00%64,474 2,5894.2% $10.95万 加仓
QCLN FIRST TR EXCHANGE-TRADED FD $273.13万0.00%44,542 1070.2% $6,561 加仓
RIOT RIOT PLATFORMS INC $273.26万0.00%99,801 20,59126.0% $56.38万 加仓