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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $5.62亿 | 0.60% | 7,625,939 | -65,646 | -0.9% | -$483.42万 | 减仓 |
| IEMG | ISHARES INC | $6.11亿 | 0.65% | 8,765,443 | -593,367 | -6.3% | -$4,138.73万 | 减仓 |
| GOOGL | ALPHABET INC | $6.24亿 | 0.66% | 2,170,893 | 9,550 | 0.4% | $274.62万 | 加仓 |
| IWF | ISHARES TR | $6.69亿 | 0.71% | 1,569,465 | 6,404 | 0.4% | $273.07万 | 加仓 |
| IVE | ISHARES TR | $6.96亿 | 0.74% | 3,295,130 | -114,849 | -3.4% | -$2,425.04万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $7.42亿 | 0.79% | 24,184,523 | -10,421,505 | -30.1% | -$3.20亿 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $7.81亿 | 0.83% | 18,359,294 | 1,959,868 | 12.0% | $8,337.28万 | 加仓 |
| AMZN | AMAZON COM INC | $9.31亿 | 0.99% | 4,469,661 | 140,953 | 3.3% | $2,935.63万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $10.04亿 | 1.07% | 2,298,549 | 174,490 | 8.2% | $7,621.55万 | 加仓 |
| IEFA | ISHARES TR | $10.39亿 | 1.11% | 11,479,180 | 720,499 | 6.7% | $6,522.68万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $10.41亿 | 1.11% | 9,492,332 | -719,133 | -7.0% | -$7,888.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $10.66亿 | 1.13% | 2,878,640 | 124,323 | 4.5% | $4,602.06万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $10.79亿 | 1.15% | 3,364,602 | 112,352 | 3.5% | $3,604.36万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $11.78亿 | 1.25% | 1,811,359 | -19,884 | -1.1% | -$1,293.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $11.96亿 | 1.27% | 2,000,963 | 62,150 | 3.2% | $3,713.77万 | 加仓 |
| QQQ | INVESCO QQQ TR | $13.06亿 | 1.39% | 2,262,665 | 34,887 | 1.6% | $2,013.61万 | 加仓 |
| AGG | ISHARES TR | $15.14亿 | 1.61% | 15,252,353 | -175,807 | -1.1% | -$1,745.24万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $15.19亿 | 1.62% | 7,740,408 | 296,977 | 4.0% | $5,826.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $16.77亿 | 1.78% | 9,618,546 | 23,853 | 0.2% | $416.00万 | 加仓 |
| AAPL | APPLE INC | $17.90亿 | 1.90% | 7,051,511 | 112,020 | 1.6% | $2,842.96万 | 加仓 |
| IVV | ISHARES TR | $27.83亿 | 2.96% | 4,260,894 | 214,419 | 5.3% | $1.40亿 | 加仓 |