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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | $4,256.31万 | 0.05% | 336,867 | 22,281 | 7.1% | $281.52万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4,292.39万 | 0.05% | 211,260 | -8,289 | -3.8% | -$168.42万 | 减仓 |
| USB | US BANCORP | $4,294.96万 | 0.05% | 825,796 | -13,656 | -1.6% | -$71.02万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $4,306.93万 | 0.05% | 1,460,470 | 78,117 | 5.7% | $230.37万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4,316.12万 | 0.05% | 110,173 | 570 | 0.5% | $22.33万 | 加仓 |
| EMR | EMERSON ELEC CO | $4,323.91万 | 0.05% | 330,019 | 3,906 | 1.2% | $51.18万 | 加仓 |
| RAAX | VANECK ETF TRUST | $4,329.09万 | 0.05% | 1,063,396 | 1,013,989 | 2,052.3% | $4,127.95万 | 加仓 |
| AZN | ASTRAZENECA PLC | $4,341.98万 | 0.05% | 222,657 | 222,657 | — | $4,341.98万 | 新建仓 |
| IOO | ISHARES TR | $4,354.41万 | 0.05% | 359,958 | 10,646 | 3.0% | $128.78万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $4,368.48万 | 0.05% | 510,101 | 274,160 | 116.2% | $2,347.89万 | 加仓 |
| ADI | ANALOG DEVICES INC | $4,391.49万 | 0.05% | 138,037 | -6,258 | -4.3% | -$199.09万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $4,393.84万 | 0.05% | 240,851 | 9,760 | 4.2% | $178.05万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $4,400.80万 | 0.05% | 976,870 | -88,791 | -8.3% | -$400.00万 | 减仓 |
| SHOP | SHOPIFY INC | $4,415.74万 | 0.05% | 372,259 | 44,336 | 13.5% | $525.91万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $4,463.58万 | 0.05% | 1,520,291 | 350,828 | 30.0% | $1,030.03万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $4,477.87万 | 0.05% | 448,414 | 49,846 | 12.5% | $497.76万 | 加仓 |
| EPS | WISDOMTREE TR | $4,495.41万 | 0.05% | 660,022 | 48,551 | 7.9% | $330.68万 | 加仓 |
| DHS | WISDOMTREE TR | $4,504.79万 | 0.05% | 412,451 | 10,290 | 2.6% | $112.39万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $4,510.05万 | 0.05% | 948,885 | 22,749 | 2.5% | $108.13万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $4,511.40万 | 0.05% | 3,341,779 | 163,268 | 5.1% | $220.41万 | 加仓 |
| GLDM | WORLD GOLD TR | $4,531.73万 | 0.05% | 488,913 | 23,077 | 5.0% | $213.90万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $4,545.40万 | 0.05% | 680,755 | 20,481 | 3.1% | $136.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,552.81万 | 0.05% | 640,069 | 39,367 | 6.6% | $280.02万 | 加仓 |
| OUSM | ALPS ETF TR | $4,558.16万 | 0.05% | 1,042,102 | -49,114 | -4.5% | -$214.82万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $4,580.29万 | 0.05% | 474,052 | 44,305 | 10.3% | $428.08万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $4,587.36万 | 0.05% | 489,789 | -1,456 | -0.3% | -$13.64万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $4,614.55万 | 0.05% | 797,262 | -104,210 | -11.6% | -$603.17万 | 减仓 |
| SHLD | GLOBAL X FDS | $4,633.14万 | 0.05% | 654,029 | 141,371 | 27.6% | $1,001.47万 | 加仓 |
| CMI | CUMMINS INC | $4,644.64万 | 0.05% | 86,328 | 919 | 1.1% | $49.44万 | 加仓 |
| BENJ | HORIZON FDS | $4,673.63万 | 0.05% | 893,022 | 49,956 | 5.9% | $261.44万 | 加仓 |
| VLO | VALERO ENERGY CORP | $4,674.18万 | 0.05% | 189,177 | 28,220 | 17.5% | $697.26万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $4,680.88万 | 0.05% | 394,578 | 7,825 | 2.0% | $92.83万 | 加仓 |
| PFF | ISHARES TR | $4,682.03万 | 0.05% | 1,544,205 | -224,038 | -12.7% | -$679.28万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,689.74万 | 0.05% | 661,366 | 188,144 | 39.8% | $1,334.13万 | 加仓 |
| STIP | ISHARES TR | $4,691.87万 | 0.05% | 453,628 | 7,356 | 1.6% | $76.08万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $4,700.36万 | 0.05% | 1,253,764 | 679,248 | 118.2% | $2,546.50万 | 加仓 |
| PSX | PHILLIPS 66 | $4,703.80万 | 0.05% | 258,194 | 20,322 | 8.5% | $370.23万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $4,705.52万 | 0.05% | 11,176 | 988 | 9.7% | $415.99万 | 加仓 |
| INTC | INTEL CORP | $4,716.24万 | 0.05% | 1,068,716 | 43,342 | 4.2% | $191.27万 | 加仓 |
| TIP | ISHARES TR | $4,717.21万 | 0.05% | 427,438 | 22,723 | 5.6% | $250.77万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $4,730.20万 | 0.05% | 1,031,218 | 35,362 | 3.6% | $162.21万 | 加仓 |
| PTNQ | PACER FDS TR | $4,731.92万 | 0.05% | 648,564 | -634 | -0.1% | -$4.63万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $4,740.76万 | 0.05% | 1,057,026 | 109,008 | 11.5% | $488.90万 | 加仓 |
| IWN | ISHARES TR | $4,750.41万 | 0.05% | 250,563 | -22,172 | -8.1% | -$420.36万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4,809.03万 | 0.05% | 165,549 | 3,786 | 2.3% | $109.98万 | 加仓 |
| GLW | CORNING INC | $4,844.39万 | 0.05% | 356,284 | -16,336 | -4.4% | -$222.12万 | 减仓 |
| NOW | SERVICENOW INC | $4,912.52万 | 0.05% | 469,873 | 66,974 | 16.6% | $700.21万 | 加仓 |
| BX | BLACKSTONE INC | $4,919.46万 | 0.05% | 427,819 | 64,966 | 17.9% | $747.04万 | 加仓 |
| MINT | PIMCO ETF TR | $4,921.18万 | 0.05% | 489,329 | 219,974 | 81.7% | $2,212.28万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $4,949.88万 | 0.05% | 2,053,468 | 107,132 | 5.5% | $258.24万 | 加仓 |
| MGV | VANGUARD WORLD FD | $4,957.98万 | 0.05% | 342,048 | 23,428 | 7.4% | $339.59万 | 加仓 |
| WTV | WISDOMTREE TR | $4,977.19万 | 0.05% | 525,408 | 72,287 | 16.0% | $684.77万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4,981.15万 | 0.05% | 1,296,500 | 262,087 | 25.3% | $1,006.94万 | 加仓 |
| SYK | STRYKER CORPORATION | $4,983.94万 | 0.05% | 151,677 | 21,777 | 16.8% | $715.57万 | 加仓 |
| SBUX | STARBUCKS CORP | $4,989.62万 | 0.05% | 556,940 | 25,398 | 4.8% | $227.54万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4,991.18万 | 0.05% | 822,948 | 40,910 | 5.2% | $248.12万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $5,033.53万 | 0.05% | 241,892 | 7,787 | 3.3% | $162.04万 | 加仓 |
| VFH | VANGUARD WORLD FD | $5,045.07万 | 0.05% | 417,604 | -31,821 | -7.1% | -$384.43万 | 减仓 |
| SHY | ISHARES TR | $5,065.34万 | 0.05% | 613,460 | 35,836 | 6.2% | $295.90万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $5,073.43万 | 0.05% | 1,490,187 | 46,709 | 3.2% | $159.02万 | 加仓 |
| PLD | PROLOGIS INC. | $5,073.99万 | 0.05% | 383,870 | 16,812 | 4.6% | $222.22万 | 加仓 |
| PYLD | PIMCO ETF TR | $5,106.36万 | 0.05% | 1,948,993 | 1,072,136 | 122.3% | $2,809.00万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $5,174.39万 | 0.06% | 150,760 | 10,638 | 7.6% | $365.12万 | 加仓 |
| VDE | VANGUARD WORLD FD | $5,204.73万 | 0.06% | 300,782 | 38,015 | 14.5% | $657.81万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $5,221.03万 | 0.06% | 1,071,859 | 5,939 | 0.6% | $28.93万 | 加仓 |
| TFLO | ISHARES TR | $5,244.79万 | 0.06% | 1,035,906 | -46,680 | -4.3% | -$236.34万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $5,261.96万 | 0.06% | 2,964,486 | 383,261 | 14.8% | $680.29万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,298.16万 | 0.06% | 107,789 | 5,593 | 5.5% | $274.91万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $5,305.01万 | 0.06% | 206,140 | -18,405 | -8.2% | -$473.65万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $5,328.85万 | 0.06% | 1,592,364 | 63,395 | 4.1% | $212.15万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $5,333.52万 | 0.06% | 3,211,031 | -1,129 | -0.0% | -$1.88万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $5,367.65万 | 0.06% | 1,508,192 | 123,670 | 8.9% | $440.14万 | 加仓 |
| UNP | UNION PAC CORP | $5,371.14万 | 0.06% | 221,381 | 6,190 | 2.9% | $150.18万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $5,378.20万 | 0.06% | 546,677 | 36,211 | 7.1% | $356.24万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $5,392.96万 | 0.06% | 262,048 | 11,383 | 4.5% | $234.26万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $5,436.41万 | 0.06% | 663,139 | -63,600 | -8.8% | -$521.39万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $5,454.77万 | 0.06% | 1,092,047 | 185,838 | 20.5% | $928.26万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $5,511.78万 | 0.06% | 89,367 | 2,533 | 2.9% | $156.22万 | 加仓 |
| IWV | ISHARES TR | $5,532.11万 | 0.06% | 149,242 | -4,744 | -3.1% | -$175.85万 | 减仓 |
| FLOT | ISHARES TR | $5,534.62万 | 0.06% | 1,086,284 | 13,784 | 1.3% | $70.23万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $5,544.94万 | 0.06% | 3,883,014 | -408,130 | -9.5% | -$582.81万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,560.81万 | 0.06% | 120,628 | 3,236 | 2.8% | $149.18万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $5,583.84万 | 0.06% | 1,432,489 | 115,257 | 8.7% | $449.27万 | 加仓 |
| TXN | TEXAS INSTRS INC | $5,588.39万 | 0.06% | 287,854 | 16,155 | 5.9% | $313.63万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $5,590.55万 | 0.06% | 624,015 | -42,700 | -6.4% | -$382.55万 | 减仓 |
| WMB | WILLIAMS COS INC | $5,594.84万 | 0.06% | 768,733 | -45,758 | -5.6% | -$333.03万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $5,608.50万 | 0.06% | 1,373,623 | 79,673 | 6.2% | $325.30万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,641.65万 | 0.06% | 404,797 | -2,789 | -0.7% | -$38.87万 | 减仓 |
| LMUB | ISHARES TR | $5,646.46万 | 0.06% | 1,130,875 | 1,130,875 | — | $5,646.46万 | 新建仓 |
| BRIE | MFS ACTIVE EXCHANGE TRADED F | $5,648.09万 | 0.06% | 2,088,791 | 2,088,791 | — | $5,648.09万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,662.74万 | 0.06% | 1,255,040 | 68,009 | 5.7% | $306.86万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $5,688.03万 | 0.06% | 463,270 | 40,396 | 9.6% | $495.98万 | 加仓 |
| SMLF | ISHARES TR | $5,690.05万 | 0.06% | 753,749 | 88,667 | 13.3% | $669.35万 | 加仓 |
| ILCG | ISHARES TR | $5,691.55万 | 0.06% | 596,099 | 67,654 | 12.8% | $645.96万 | 加仓 |
| CB | CHUBB LTD SWITZ | $5,696.05万 | 0.06% | 174,763 | 11,224 | 6.9% | $365.82万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $5,705.04万 | 0.06% | 910,185 | 14,420 | 1.6% | $90.38万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $5,744.75万 | 0.06% | 1,626,485 | 212,383 | 15.0% | $750.14万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $5,745.36万 | 0.06% | 1,151,605 | 114,033 | 11.0% | $568.91万 | 加仓 |
| USIG | ISHARES TR | $5,751.96万 | 0.06% | 1,122,773 | 145,632 | 14.9% | $746.07万 | 加仓 |
| MGK | VANGUARD WORLD FD | $5,761.10万 | 0.06% | 156,790 | -32,939 | -17.4% | -$1,210.31万 | 减仓 |