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 |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | $8,347.63万 | 0.09% | 755,647 | 96,966 | 14.7% | $1,071.18万 | 加仓 |
| ITA | ISHARES TR | $8,349.12万 | 0.09% | 381,674 | -251,945 | -39.8% | -$5,511.30万 | 减仓 |
| DE | DEERE & CO | $8,405.49万 | 0.09% | 149,219 | 3,855 | 2.7% | $217.15万 | 加仓 |
| TJX | TJX COS INC NEW | $8,457.71万 | 0.09% | 529,600 | 14,182 | 2.8% | $226.49万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $8,505.96万 | 0.09% | 767,824 | 171,527 | 28.8% | $1,900.18万 | 加仓 |
| TLT | ISHARES TR | $8,518.23万 | 0.09% | 982,608 | 55,611 | 6.0% | $482.09万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $8,538.22万 | 0.09% | 218,699 | 1,408 | 0.6% | $54.97万 | 加仓 |
| USFR | WISDOMTREE TR | $8,602.21万 | 0.09% | 1,708,823 | -485,956 | -22.1% | -$2,446.30万 | 减仓 |
| WM | WASTE MGMT INC DEL | $8,662.63万 | 0.09% | 376,980 | 40,280 | 12.0% | $925.60万 | 加仓 |
| DBEF | DBX ETF TR | $8,663.48万 | 0.09% | 1,753,742 | 245,077 | 16.2% | $1,210.68万 | 加仓 |
| ETN | EATON CORP PLC | $8,726.32万 | 0.09% | 243,977 | 4,635 | 1.9% | $165.78万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $8,731.99万 | 0.09% | 2,024,575 | 1,413,784 | 231.5% | $6,097.65万 | 加仓 |
| HDV | ISHARES TR | $8,824.01万 | 0.09% | 650,163 | 109,151 | 20.2% | $1,481.40万 | 加仓 |
| IWP | ISHARES TR | $8,840.46万 | 0.09% | 690,014 | -27,400 | -3.8% | -$351.05万 | 减仓 |
| SCZ | ISHARES TR | $8,870.91万 | 0.09% | 1,131,350 | 54,817 | 5.1% | $429.82万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $8,922.13万 | 0.09% | 2,290,075 | 195,163 | 9.3% | $760.36万 | 加仓 |
| SLV | ISHARES SILVER TR | $8,928.39万 | 0.09% | 1,310,300 | -465,126 | -26.2% | -$3,169.37万 | 减仓 |
| DLN | WISDOMTREE TR | $8,995.50万 | 0.10% | 1,006,997 | 55,867 | 5.9% | $499.06万 | 加仓 |
| PFE | PFIZER INC | $9,023.87万 | 0.10% | 3,213,627 | 65,634 | 2.1% | $184.30万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $9,024.70万 | 0.10% | 689,224 | 28,362 | 4.3% | $371.37万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $9,127.99万 | 0.10% | 1,945,853 | -21,674 | -1.1% | -$101.67万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $9,184.21万 | 0.10% | 2,806,909 | 2,806,909 | — | $9,184.21万 | 新建仓 |
| IYW | ISHARES TR | $9,241.21万 | 0.10% | 509,382 | -57,585 | -10.2% | -$1,044.71万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $9,262.02万 | 0.10% | 1,231,815 | -5,581 | -0.5% | -$41.96万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $9,292.27万 | 0.10% | 568,057 | 349,964 | 160.5% | $5,724.71万 | 加仓 |
| IWY | ISHARES TR | $9,302.61万 | 0.10% | 373,839 | 15,813 | 4.4% | $393.49万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $9,330.36万 | 0.10% | 1,983,916 | -36,710 | -1.8% | -$172.65万 | 减仓 |
| HYG | ISHARES TR | $9,381.82万 | 0.10% | 1,179,213 | 80,901 | 7.4% | $643.65万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $9,429.72万 | 0.10% | 1,577,404 | -211,446 | -11.8% | -$1,264.02万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $9,462.25万 | 0.10% | 349,690 | 9,163 | 2.7% | $247.94万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $9,537.65万 | 0.10% | 1,203,185 | -51,958 | -4.1% | -$411.87万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $9,578.99万 | 0.10% | 1,275,498 | 891 | 0.1% | $6.69万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $9,671.46万 | 0.10% | 1,199,784 | -41,697 | -3.4% | -$336.12万 | 减仓 |
| AMAT | APPLIED MATLS INC | $9,701.71万 | 0.10% | 283,850 | -8,108 | -2.8% | -$277.12万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $9,712.84万 | 0.10% | 1,282,396 | 42,194 | 3.4% | $319.58万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $9,767.30万 | 0.10% | 4,017,811 | 376,107 | 10.3% | $914.32万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9,842.94万 | 0.10% | 1,864,900 | 190,680 | 11.4% | $1,006.41万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $9,870.24万 | 0.10% | 2,096,483 | 210,368 | 11.2% | $990.41万 | 加仓 |
| IUSG | ISHARES TR | $9,897.24万 | 0.11% | 638,079 | 22,484 | 3.7% | $348.75万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.00亿 | 0.11% | 4,042,225 | 460,868 | 12.9% | $1,140.65万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $1.00亿 | 0.11% | 3,285,183 | 459,321 | 16.3% | $1,400.93万 | 加仓 |
| BAC | BANK AMERICA CORP | $1.01亿 | 0.11% | 2,066,180 | 54,378 | 2.7% | $265.09万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.01亿 | 0.11% | 1,694,297 | 127,013 | 8.1% | $756.36万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1.01亿 | 0.11% | 1,196,206 | 660,186 | 123.2% | $5,579.89万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1.01亿 | 0.11% | 1,584,346 | 656,912 | 70.8% | $4,198.33万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.01亿 | 0.11% | 1,090,787 | 141,389 | 14.9% | $1,313.22万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1.02亿 | 0.11% | 3,889,021 | -2,891,454 | -42.6% | -$7,604.52万 | 减仓 |
| BOND | PIMCO ETF TR | $1.03亿 | 0.11% | 1,113,996 | 169,977 | 18.0% | $1,568.55万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1.03亿 | 0.11% | 2,259,941 | 108,548 | 5.0% | $495.52万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1.03亿 | 0.11% | 3,932,344 | 591,197 | 17.7% | $1,552.48万 | 加仓 |
| VHT | VANGUARD WORLD FD | $1.03亿 | 0.11% | 379,333 | -10,797 | -2.8% | -$294.03万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.05亿 | 0.11% | 123,607 | -3,089 | -2.4% | -$261.33万 | 减仓 |
| MO | ALTRIA GROUP INC | $1.05亿 | 0.11% | 1,587,260 | 1,900 | 0.1% | $12.54万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1.05亿 | 0.11% | 514,433 | 6,963 | 1.4% | $141.90万 | 加仓 |
| IEI | ISHARES TR | $1.06亿 | 0.11% | 897,314 | 96,515 | 12.1% | $1,144.67万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1.07亿 | 0.11% | 658,872 | 8,654 | 1.3% | $139.96万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.08亿 | 0.11% | 3,544,184 | -70,132 | -1.9% | -$213.90万 | 减仓 |
| SDY | SPDR SERIES TRUST | $1.08亿 | 0.12% | 742,602 | -57,283 | -7.2% | -$835.99万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.08亿 | 0.12% | 3,891,438 | 108,569 | 2.9% | $302.36万 | 加仓 |
| GE | GE AEROSPACE | $1.09亿 | 0.12% | 383,987 | 14,811 | 4.0% | $420.29万 | 加仓 |
| PEP | PEPSICO INC | $1.10亿 | 0.12% | 705,976 | 36,756 | 5.5% | $570.78万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1.11亿 | 0.12% | 2,017,386 | 273,148 | 15.7% | $1,508.87万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.12亿 | 0.12% | 1,348,769 | 66,411 | 5.2% | $549.55万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1.12亿 | 0.12% | 1,157,966 | -13,413 | -1.1% | -$129.70万 | 减仓 |
| LQD | ISHARES TR | $1.13亿 | 0.12% | 1,035,759 | 6,183 | 0.6% | $67.39万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1.14亿 | 0.12% | 1,019,537 | -47,058 | -4.4% | -$527.57万 | 减仓 |
| ITOT | ISHARES TR | $1.14亿 | 0.12% | 803,434 | 2,438 | 0.3% | $34.72万 | 加仓 |
| IAGG | ISHARES TR | $1.15亿 | 0.12% | 2,291,968 | 98,844 | 4.5% | $494.62万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1.15亿 | 0.12% | 2,098,429 | 523,230 | 33.2% | $2,869.39万 | 加仓 |
| ORCL | ORACLE CORP | $1.16亿 | 0.12% | 787,215 | 56,203 | 7.7% | $826.80万 | 加仓 |
| T | AT&T INC | $1.16亿 | 0.12% | 4,016,297 | 85,174 | 2.2% | $246.92万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1.17亿 | 0.12% | 4,296,149 | 646,551 | 17.7% | $1,760.56万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.17亿 | 0.12% | 482,924 | 508 | 0.1% | $12.31万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1.17亿 | 0.12% | 392,369 | -1,935 | -0.5% | -$57.83万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.17亿 | 0.12% | 848,100 | 81,021 | 10.6% | $1,120.68万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.18亿 | 0.13% | 715,827 | -890 | -0.1% | -$14.72万 | 减仓 |
| IAU | ISHARES GOLD TR | $1.21亿 | 0.13% | 1,373,536 | -946,033 | -40.8% | -$8,340.23万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1.21亿 | 0.13% | 261,569 | -862 | -0.3% | -$39.93万 | 减仓 |
| AMGN | AMGEN INC | $1.21亿 | 0.13% | 345,260 | 2,800 | 0.8% | $98.52万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1.24亿 | 0.13% | 2,437,479 | -42,590 | -1.7% | -$216.36万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1.25亿 | 0.13% | 1,091,140 | 221,983 | 25.5% | $2,550.81万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1.27亿 | 0.13% | 1,012,508 | 10,074 | 1.0% | $126.06万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1.27亿 | 0.14% | 2,551,727 | 171,648 | 7.2% | $854.98万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1.27亿 | 0.14% | 867,939 | -66,930 | -7.2% | -$981.26万 | 减仓 |
| RTX | RTX CORPORATION | $1.28亿 | 0.14% | 661,761 | 53,278 | 8.8% | $1,027.73万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1.28亿 | 0.14% | 1,788,286 | 403,101 | 29.1% | $2,892.25万 | 加仓 |
| IWB | ISHARES TR | $1.29亿 | 0.14% | 361,081 | 8,550 | 2.4% | $304.86万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.30亿 | 0.14% | 385,997 | 47,064 | 13.9% | $1,590.01万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1.31亿 | 0.14% | 3,667,210 | 1,345,977 | 58.0% | $4,806.48万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1.31亿 | 0.14% | 2,652,727 | -287,602 | -9.8% | -$1,419.89万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1.32亿 | 0.14% | 1,704,946 | 136,539 | 8.7% | $1,053.81万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1.32亿 | 0.14% | 4,877,693 | 720,377 | 17.3% | $1,955.82万 | 加仓 |
| GEV | GE VERNOVA INC | $1.33亿 | 0.14% | 151,989 | 11,020 | 7.8% | $961.93万 | 加仓 |
| KO | COCA COLA CO | $1.35亿 | 0.14% | 1,772,104 | 54,782 | 3.2% | $416.62万 | 加仓 |
| IEF | ISHARES TR | $1.35亿 | 0.14% | 1,415,268 | 275,814 | 24.2% | $2,632.37万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1.35亿 | 0.14% | 2,949,282 | 144,224 | 5.1% | $661.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.36亿 | 0.14% | 3,888,709 | 1,478,369 | 61.3% | $5,180.21万 | 加仓 |
| CSCO | CISCO SYS INC | $1.37亿 | 0.15% | 1,769,004 | 66,595 | 3.9% | $516.71万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1.38亿 | 0.15% | 1,486,405 | -41,277 | -2.7% | -$382.89万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1.39亿 | 0.15% | 3,870,449 | 648,834 | 20.1% | $2,329.31万 | 加仓 |