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 |
|---|---|---|---|---|---|---|---|---|
| TDW | TIDEWATER INC NEW | $295.79万 | 0.00% | 35,403 | 19,872 | 128.0% | $166.03万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $296.06万 | 0.00% | 62,064 | 1,213 | 2.0% | $5.79万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $296.35万 | 0.00% | 80,991 | 155 | 0.2% | $5,671 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $296.49万 | 0.00% | 135,508 | 124,837 | 1,169.9% | $273.14万 | 加仓 |
| PNR | PENTAIR PLC | $296.76万 | 0.00% | 34,067 | -36,226 | -51.5% | -$315.57万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $297.03万 | 0.00% | 89,253 | 2,990 | 3.5% | $9.95万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $297.43万 | 0.00% | 36,998 | -172 | -0.5% | -$1.38万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $297.66万 | 0.00% | 113,739 | 672 | 0.6% | $1.76万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $297.68万 | 0.00% | 119,958 | -58,604 | -32.8% | -$145.43万 | 减仓 |
| XPO | XPO INC | $297.91万 | 0.00% | 15,313 | 2,390 | 18.5% | $46.50万 | 加仓 |
| TECK | TECK RESOURCES LTD | $298.07万 | 0.00% | 57,598 | -7,472 | -11.5% | -$38.67万 | 减仓 |
| SEIC | SEI INVTS CO | $298.50万 | 0.00% | 38,040 | 9,086 | 31.4% | $71.30万 | 加仓 |
| ACM | AECOM | $298.55万 | 0.00% | 35,198 | -89,278 | -71.7% | -$757.26万 | 减仓 |
| SOLV | SOLVENTUM CORP | $298.68万 | 0.00% | 45,739 | 2,166 | 5.0% | $14.14万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $298.72万 | 0.00% | 109,213 | 7,691 | 7.6% | $21.04万 | 加仓 |
| KBE | SPDR SERIES TRUST | $299.61万 | 0.00% | 50,312 | 3,566 | 7.6% | $21.24万 | 加仓 |
| EUSB | ISHARES TR | $300.11万 | 0.00% | 68,991 | -1,374 | -2.0% | -$5.98万 | 减仓 |
| RPM | RPM INTL INC | $300.25万 | 0.00% | 30,206 | -151 | -0.5% | -$1.50万 | 减仓 |
| USDU | WISDOMTREE TR | $300.49万 | 0.00% | 114,123 | 114,123 | — | $300.49万 | 新建仓 |
| — | RENAISSANCE CAP GREENWICH FD | $300.72万 | 0.00% | 71,805 | 5,768 | 8.7% | $24.16万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $300.89万 | 0.00% | 109,694 | 2,690 | 2.5% | $7.38万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $300.90万 | 0.00% | 19,654 | -2,043 | -9.4% | -$31.28万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $300.91万 | 0.00% | 30,540 | -7,615 | -20.0% | -$75.03万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $301.46万 | 0.00% | 127,630 | -24,000 | -15.8% | -$56.69万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $301.48万 | 0.00% | 109,288 | 64,616 | 144.6% | $178.25万 | 加仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $301.58万 | 0.00% | 59,991 | 16,571 | 38.2% | $83.30万 | 加仓 |
| IAT | ISHARES TR | $302.06万 | 0.00% | 56,103 | -13,806 | -19.7% | -$74.33万 | 减仓 |
| L | LOEWS CORP | $302.52万 | 0.00% | 28,342 | 18,588 | 190.6% | $198.41万 | 加仓 |
| ORC | ORCHID IS CAP INC | $303.02万 | 0.00% | 431,038 | 48,369 | 12.6% | $34.00万 | 加仓 |
| LRN | STRIDE INC | $303.31万 | 0.00% | 34,401 | 5,087 | 17.4% | $44.85万 | 加仓 |
| AMRZ | AMRIZE LTD | $303.43万 | 0.00% | 54,165 | 43,505 | 408.1% | $243.71万 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $303.53万 | 0.00% | 164,961 | 151,690 | 1,143.0% | $279.11万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $303.63万 | 0.00% | 201,751 | 6,586 | 3.4% | $9.91万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $304.03万 | 0.00% | 16,426 | 282 | 1.7% | $5.22万 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $304.38万 | 0.00% | 78,636 | 1,605 | 2.1% | $6.21万 | 加仓 |
| BGRN | ISHARES TR | $305.16万 | 0.00% | 64,283 | 1,477 | 2.4% | $7.01万 | 加仓 |
| IONQ | IONQ INC | $306.31万 | 0.00% | 106,248 | -46,311 | -30.4% | -$133.52万 | 减仓 |
| BALL | BALL CORP | $306.44万 | 0.00% | 51,842 | 19,300 | 59.3% | $114.08万 | 加仓 |
| DNL | WISDOMTREE TR | $306.45万 | 0.00% | 75,910 | -5,106 | -6.3% | -$20.61万 | 减仓 |
| TCAL | T ROWE PRICE ETF INC | $306.75万 | 0.00% | 137,247 | 40,710 | 42.2% | $90.99万 | 加仓 |
| TOST | TOAST INC | $306.96万 | 0.00% | 115,791 | 4,635 | 4.2% | $12.29万 | 加仓 |
| BCPL | BNY MELLON ETF TRUST II | $306.97万 | 0.00% | 123,774 | 123,774 | — | $306.97万 | 新建仓 |
| — | INVESCO GALAXY BITCOIN ETF | $308.18万 | 0.00% | 45,676 | -8,374 | -15.5% | -$56.50万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $308.25万 | 0.00% | 67,595 | -31,092 | -31.5% | -$141.79万 | 减仓 |
| NGL | NGL ENERGY PARTNERS LP | $308.31万 | 0.00% | 250,049 | 6,380 | 2.6% | $7.87万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $308.53万 | 0.00% | 86,909 | 11,895 | 15.9% | $42.23万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $308.71万 | 0.00% | 32,581 | 663 | 2.1% | $6.28万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $309.67万 | 0.00% | 557,956 | 66,002 | 13.4% | $36.63万 | 加仓 |
| — | PACER FDS TR | $309.91万 | 0.00% | 95,740 | 45,110 | 89.1% | $146.02万 | 加仓 |
| XPH | SPDR SERIES TRUST | $310.06万 | 0.00% | 57,323 | -23,655 | -29.2% | -$127.95万 | 减仓 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $310.60万 | 0.00% | 153,307 | 183 | 0.1% | $3,708 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $310.67万 | 0.00% | 54,503 | -2,337 | -4.1% | -$13.32万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $310.99万 | 0.00% | 85,956 | 42,313 | 97.0% | $153.09万 | 加仓 |
| — | BARINGS CORPORATE INVS | $311.00万 | 0.00% | 180,395 | 90,542 | 100.8% | $156.09万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $311.20万 | 0.00% | 107,051 | 247 | 0.2% | $7,180 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $311.25万 | 0.00% | 157,517 | -1,245 | -0.8% | -$2.46万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $311.85万 | 0.00% | 43,451 | -3,160 | -6.8% | -$22.68万 | 减仓 |
| — | ROBINHOOD VENTURES FD I | $312.07万 | 0.00% | 117,583 | 117,583 | — | $312.07万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $312.50万 | 0.00% | 24,568 | 3,782 | 18.2% | $48.11万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $312.75万 | 0.00% | 32,001 | -27,025 | -45.8% | -$264.11万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $312.99万 | 0.00% | 54,044 | -50 | -0.1% | -$2,896 | 减仓 |
| SANM | SANMINA CORP | $313.56万 | 0.00% | 24,187 | 1,892 | 8.5% | $24.53万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $313.59万 | 0.00% | 86,428 | -4,433 | -4.9% | -$16.08万 | 减仓 |
| HL | HECLA MINING COMPANY | $313.68万 | 0.00% | 168,373 | -26,649 | -13.7% | -$49.65万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $313.80万 | 0.00% | 92,049 | 9,011 | 10.9% | $30.72万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $313.88万 | 0.00% | 137,781 | 11,239 | 8.9% | $25.60万 | 加仓 |
| EMHY | ISHARES INC | $314.51万 | 0.00% | 79,866 | -32,547 | -29.0% | -$128.17万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $314.75万 | 0.00% | 109,529 | 18,304 | 20.1% | $52.60万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $314.98万 | 0.00% | 163,796 | 10,082 | 6.6% | $19.39万 | 加仓 |
| BIZD | VANECK ETF TRUST | $315.31万 | 0.00% | 246,334 | 6,475 | 2.7% | $8.29万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $315.37万 | 0.00% | 79,310 | -86,298 | -52.1% | -$343.16万 | 减仓 |
| IBTG | ISHARES TR | $316.00万 | 0.00% | 137,900 | -6,100 | -4.2% | -$13.98万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $316.76万 | 0.00% | 57,676 | 371 | 0.6% | $2.04万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $317.52万 | 0.00% | 94,107 | -93,558 | -49.9% | -$315.66万 | 减仓 |
| MINO | PIMCO ETF TR | $317.86万 | 0.00% | 70,370 | 7,767 | 12.4% | $35.08万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $318.13万 | 0.00% | 69,507 | 896 | 1.3% | $4.10万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $318.53万 | 0.00% | 60,869 | 5,422 | 9.8% | $28.37万 | 加仓 |
| TRMB | TRIMBLE INC | $318.61万 | 0.00% | 48,844 | 5,349 | 12.3% | $34.89万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $318.64万 | 0.00% | 166,047 | 13,704 | 9.0% | $26.30万 | 加仓 |
| — | GLOBAL X FDS | $318.98万 | 0.00% | 188,730 | 37,678 | 24.9% | $63.68万 | 加仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $320.46万 | 0.00% | 29,122 | -7,329 | -20.1% | -$80.65万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $320.64万 | 0.00% | 83,068 | -25,086 | -23.2% | -$96.83万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $320.83万 | 0.00% | 119,002 | 34,214 | 40.4% | $92.24万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $320.88万 | 0.00% | 70,015 | -26,528 | -27.5% | -$121.58万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $321.27万 | 0.00% | 146,764 | -3,758 | -2.5% | -$8.23万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $321.31万 | 0.00% | 115,326 | 11,568 | 11.1% | $32.23万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $321.42万 | 0.00% | 74,710 | 6,991 | 10.3% | $30.08万 | 加仓 |
| RELX | RELX PLC | $322.65万 | 0.00% | 97,330 | 10,393 | 12.0% | $34.45万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $323.09万 | 0.00% | 119,974 | 1,007 | 0.8% | $2.71万 | 加仓 |
| POWL | POWELL INDS INC | $323.32万 | 0.00% | 5,976 | -389 | -6.1% | -$21.05万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $324.33万 | 0.00% | 83,257 | 4,242 | 5.4% | $16.52万 | 加仓 |
| ENFR | ALPS ETF TR | $324.65万 | 0.00% | 84,964 | -5,909 | -6.5% | -$22.58万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $325.59万 | 0.00% | 12,263 | 90 | 0.7% | $2.39万 | 加仓 |
| MKC | MCCORMICK & CO INC | $326.12万 | 0.00% | 64,654 | -5,474 | -7.8% | -$27.61万 | 减仓 |
| VSDA | VICTORY PORTFOLIOS II | $326.49万 | 0.00% | 59,906 | -1,464 | -2.4% | -$7.98万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $326.72万 | 0.00% | 49,414 | 6,076 | 14.0% | $40.17万 | 加仓 |
| STE | STERIS PLC | $326.96万 | 0.00% | 14,786 | -17,585 | -54.3% | -$388.85万 | 减仓 |
| NUMG | NUSHARES ETF TR | $328.08万 | 0.00% | 79,864 | -2,128 | -2.6% | -$8.74万 | 减仓 |
| TBUX | T ROWE PRICE ETF INC | $328.35万 | 0.00% | 65,999 | 24,678 | 59.7% | $122.77万 | 加仓 |
| OKTA | OKTA INC | $328.50万 | 0.00% | 41,735 | 3,988 | 10.6% | $31.39万 | 加仓 |