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 |
|---|---|---|---|---|---|---|---|---|
| AGGY | WISDOMTREE TR | $909.83万 | 0.01% | 209,397 | 57,867 | 38.2% | $251.43万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $909.92万 | 0.01% | 221,607 | -41,841 | -15.9% | -$171.80万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $911.41万 | 0.01% | 12,969 | -461 | -3.4% | -$32.40万 | 减仓 |
| — | RUSSELL INVTS EXCHANGE TRADE | $912.98万 | 0.01% | 285,435 | 28,927 | 11.3% | $92.52万 | 加仓 |
| NULG | NUSHARES ETF TR | $915.97万 | 0.01% | 100,723 | -10,194 | -9.2% | -$92.70万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $916.21万 | 0.01% | 365,023 | -403,426 | -52.5% | -$1,012.60万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $918.13万 | 0.01% | 227,758 | -10,785 | -4.5% | -$43.48万 | 减仓 |
| TRP | TC ENERGY CORP | $918.19万 | 0.01% | 146,992 | 7,609 | 5.5% | $47.53万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $918.46万 | 0.01% | 469,083 | 261,680 | 126.2% | $512.37万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $918.60万 | 0.01% | 226,872 | -124,530 | -35.4% | -$504.22万 | 减仓 |
| HGER | HARBOR ETF TRUST | $920.29万 | 0.01% | 296,771 | 55,239 | 22.9% | $171.30万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $920.54万 | 0.01% | 174,477 | -10,499 | -5.7% | -$55.39万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $922.24万 | 0.01% | 451,567 | 70,294 | 18.4% | $143.56万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $923.50万 | 0.01% | 490,702 | -56,905 | -10.4% | -$107.10万 | 减仓 |
| — | TWO RDS SHARED TR | $924.68万 | 0.01% | 598,667 | 57,793 | 10.7% | $89.27万 | 加仓 |
| FISV | FISERV INC | $924.74万 | 0.01% | 165,723 | 78,219 | 89.4% | $436.46万 | 加仓 |
| QHY | WISDOMTREE TR | $924.78万 | 0.01% | 203,070 | 5,470 | 2.8% | $24.91万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $929.06万 | 0.01% | 232,615 | -6,977 | -2.9% | -$27.87万 | 减仓 |
| IMCV | ISHARES TR | $931.08万 | 0.01% | 109,815 | 13,385 | 13.9% | $113.49万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $932.52万 | 0.01% | 222,950 | -14,670 | -6.2% | -$61.36万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $932.86万 | 0.01% | 68,547 | 6,136 | 9.8% | $83.50万 | 加仓 |
| — | ISHARES TR | $937.03万 | 0.01% | 317,675 | -240,706 | -43.1% | -$710.00万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $939.81万 | 0.01% | 247,207 | -7,296 | -2.9% | -$27.74万 | 减仓 |
| FDUS | FIDUS INVT CORP | $944.71万 | 0.01% | 542,315 | 18,656 | 3.6% | $32.50万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $945.54万 | 0.01% | 259,194 | 27,819 | 12.0% | $101.48万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $946.11万 | 0.01% | 233,205 | 4,495 | 2.0% | $18.24万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $946.93万 | 0.01% | 114,877 | -8,501 | -6.9% | -$70.07万 | 减仓 |
| IHE | ISHARES TR | $948.89万 | 0.01% | 109,471 | 95,353 | 675.4% | $826.52万 | 加仓 |
| TMFC | RBB FD INC | $951.15万 | 0.01% | 144,179 | 62,349 | 76.2% | $411.32万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $952.00万 | 0.01% | 257,158 | -149,433 | -36.8% | -$553.20万 | 减仓 |
| ZTS | ZOETIS INC | $952.37万 | 0.01% | 80,566 | -9,238 | -10.3% | -$109.20万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $954.39万 | 0.01% | 159,144 | -5,380 | -3.3% | -$32.26万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $954.65万 | 0.01% | 174,461 | -152,974 | -46.7% | -$837.07万 | 减仓 |
| CVNA | CARVANA CO | $956.51万 | 0.01% | 30,425 | 65 | 0.2% | $2.04万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $957.39万 | 0.01% | 316,180 | -130,935 | -29.3% | -$396.47万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $958.46万 | 0.01% | 104,101 | 9,739 | 10.3% | $89.67万 | 加仓 |
| IBHF | ISHARES TR | $959.86万 | 0.01% | 418,238 | -2,239 | -0.5% | -$5.14万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $961.29万 | 0.01% | 388,794 | 2,629 | 0.7% | $6.50万 | 加仓 |
| NTRS | NORTHERN TR CORP | $962.30万 | 0.01% | 68,948 | 6,109 | 9.7% | $85.26万 | 加仓 |
| HAS | HASBRO INC | $963.12万 | 0.01% | 102,898 | 1,651 | 1.6% | $15.45万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $963.43万 | 0.01% | 236,272 | -1,274 | -0.5% | -$5.19万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $965.59万 | 0.01% | 642,866 | -3,875 | -0.6% | -$5.82万 | 减仓 |
| — | PACER FDS TR | $965.63万 | 0.01% | 211,089 | -3,225 | -1.5% | -$14.75万 | 减仓 |
| IYY | ISHARES TR | $967.19万 | 0.01% | 61,041 | -936 | -1.5% | -$14.83万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $969.73万 | 0.01% | 215,949 | -69,879 | -24.4% | -$313.80万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $971.48万 | 0.01% | 579,294 | -18,690 | -3.1% | -$31.34万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $973.16万 | 0.01% | 142,744 | 6,363 | 4.7% | $43.38万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $979.06万 | 0.01% | 189,071 | -166,642 | -46.8% | -$862.92万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $982.02万 | 0.01% | 302,531 | 2,273 | 0.8% | $7.38万 | 加仓 |
| CCL | CARNIVAL CORP | $982.05万 | 0.01% | 379,464 | -15,675 | -4.0% | -$40.57万 | 减仓 |
| IBTO | ISHARES TR | $983.66万 | 0.01% | 403,310 | 7,367 | 1.9% | $17.97万 | 加仓 |
| IHDG | WISDOMTREE TR | $985.54万 | 0.01% | 204,681 | 7,927 | 4.0% | $38.17万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $986.71万 | 0.01% | 1,355,378 | 155,132 | 12.9% | $112.94万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $986.82万 | 0.01% | 232,030 | 56,863 | 32.5% | $241.84万 | 加仓 |
| SAP | SAP SE | $988.25万 | 0.01% | 57,722 | -9,800 | -14.5% | -$167.78万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $991.24万 | 0.01% | 1,970,659 | 172,594 | 9.6% | $86.81万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $991.33万 | 0.01% | 162,380 | 46,823 | 40.5% | $285.85万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $991.74万 | 0.01% | 259,210 | 1,817 | 0.7% | $6.95万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $994.56万 | 0.01% | 318,309 | -1,815 | -0.6% | -$5.67万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $1,001.37万 | 0.01% | 452,698 | 28,067 | 6.6% | $62.08万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $1,003.08万 | 0.01% | 249,090 | 7,668 | 3.2% | $30.88万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,006.15万 | 0.01% | 43,134 | 13,307 | 44.6% | $310.40万 | 加仓 |
| IVLU | ISHARES TR | $1,006.97万 | 0.01% | 253,774 | 15,004 | 6.3% | $59.54万 | 加仓 |
| EUHY | ISHARES INC | $1,010.00万 | 0.01% | 192,512 | 192,512 | — | $1,010.00万 | 新建仓 |
| GUNR | FLEXSHARES TR | $1,016.13万 | 0.01% | 184,215 | 37,454 | 25.5% | $206.60万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $1,016.76万 | 0.01% | 377,838 | -53,177 | -12.3% | -$143.10万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $1,021.63万 | 0.01% | 221,323 | -3,471 | -1.5% | -$16.02万 | 减仓 |
| AOM | ISHARES TR | $1,022.16万 | 0.01% | 215,782 | -2,613 | -1.2% | -$12.38万 | 减仓 |
| EVRG | EVERGY INC | $1,026.72万 | 0.01% | 125,332 | -5,922 | -4.5% | -$48.51万 | 减仓 |
| IREN | IREN LIMITED | $1,028.50万 | 0.01% | 300,029 | 65,923 | 28.2% | $225.98万 | 加仓 |
| ROST | ROSS STORES INC | $1,032.25万 | 0.01% | 47,651 | 2,200 | 4.8% | $47.66万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $1,032.48万 | 0.01% | 206,517 | 82,588 | 66.6% | $412.90万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $1,032.62万 | 0.01% | 110,654 | 18,761 | 20.4% | $175.08万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $1,034.13万 | 0.01% | 70,125 | -7,484 | -9.6% | -$110.37万 | 减仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $1,036.28万 | 0.01% | 507,236 | -9,285 | -1.8% | -$18.97万 | 减仓 |
| AOR | ISHARES TR | $1,037.15万 | 0.01% | 161,173 | 16,444 | 11.4% | $105.82万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $1,041.13万 | 0.01% | 227,321 | 12,321 | 5.7% | $56.43万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $1,043.35万 | 0.01% | 313,317 | 52,328 | 20.0% | $174.25万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $1,043.73万 | 0.01% | 140,009 | 4,637 | 3.4% | $34.57万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $1,045.19万 | 0.01% | 181,016 | 16,652 | 10.1% | $96.15万 | 加仓 |
| XME | SPDR SERIES TRUST | $1,045.96万 | 0.01% | 96,839 | -8,804 | -8.3% | -$95.09万 | 减仓 |
| SBND | COLUMBIA ETF TR I | $1,051.63万 | 0.01% | 559,822 | 514,439 | 1,133.6% | $966.37万 | 加仓 |
| WAB | WABTEC | $1,051.74万 | 0.01% | 42,085 | -5,756 | -12.0% | -$143.85万 | 减仓 |
| XSD | SPDR SERIES TRUST | $1,052.34万 | 0.01% | 32,269 | -413 | -1.3% | -$13.47万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $1,052.40万 | 0.01% | 412,542 | 365,424 | 775.6% | $932.20万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $1,052.67万 | 0.01% | 99,732 | 29,846 | 42.7% | $315.02万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $1,055.46万 | 0.01% | 70,364 | 6,522 | 10.2% | $97.83万 | 加仓 |
| EWC | ISHARES INC | $1,056.45万 | 0.01% | 192,819 | 32,694 | 20.4% | $179.13万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $1,059.73万 | 0.01% | 223,714 | 57,434 | 34.5% | $272.06万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $1,063.04万 | 0.01% | 87,049 | -1,757 | -2.0% | -$21.46万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $1,063.38万 | 0.01% | 85,050 | 6,159 | 7.8% | $77.01万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1,065.58万 | 0.01% | 132,272 | 41,887 | 46.3% | $337.44万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1,066.85万 | 0.01% | 46,206 | 16,405 | 55.0% | $378.78万 | 加仓 |
| FLTR | VANECK ETF TRUST | $1,067.85万 | 0.01% | 419,095 | 46,312 | 12.4% | $118.00万 | 加仓 |
| WTMF | WISDOMTREE TR | $1,068.07万 | 0.01% | 269,132 | 6,399 | 2.4% | $25.39万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $1,068.16万 | 0.01% | 111,278 | 4,560 | 4.3% | $43.77万 | 加仓 |
| AME | AMETEK INC | $1,075.17万 | 0.01% | 50,157 | 4,240 | 9.2% | $90.89万 | 加仓 |
| — | GLOBAL X FDS | $1,077.37万 | 0.01% | 297,246 | 3,507 | 1.2% | $12.71万 | 加仓 |
| HDEF | DBX ETF TR | $1,081.83万 | 0.01% | 333,795 | -275 | -0.1% | -$8,913 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,084.33万 | 0.01% | 346,654 | -2,325 | -0.7% | -$7.27万 | 减仓 |