Cetera Investment Advisers
SCHAUMBURG IL · SEC CIK 0001666741
$1,097.61亿2026Q2 申报市值
5,007持仓数
16.5%前十大占比 · 第一大 3.2%
384 / 217新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$3.70亿
IUSB 加仓+$1.52亿
VOO 加仓+$1.49亿
CWB 加仓+$1.24亿
CORO 新建仓+$1.08亿
2026Q2 卖出最多 按季末市值估算
EFV 减仓-$1.37亿
BIL 减仓-$1.37亿
QUAL 减仓-$1.31亿
IEMG 减仓-$9,867.78万
IAGG 减仓-$9,149.11万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $6.25亿 | 0.57% | 1,653,411 | 81,558 | 5.2% | $3,080.85万 | 加仓 |
| IEMG | ISHARES INC | $6.27亿 | 0.57% | 7,574,258 | -1,191,185 | -13.6% | -$9,867.78万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $6.44亿 | 0.59% | 19,036,117 | 1,080,477 | 6.0% | $3,656.33万 | 加仓 |
| IVW | ISHARES TR | $6.59亿 | 0.60% | 4,789,797 | 35,180 | 0.7% | $483.83万 | 加仓 |
| IVE | ISHARES TR | $6.96亿 | 0.63% | 3,065,888 | -229,242 | -7.0% | -$5,205.17万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $7.23亿 | 0.66% | 2,385,588 | 168,548 | 7.6% | $5,106.50万 | 加仓 |
| IWF | ISHARES TR | $7.75亿 | 0.71% | 6,240,599 | -37,261 | -0.6% | -$462.67万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $8.08亿 | 0.74% | 25,487,103 | 1,302,580 | 5.4% | $4,130.48万 | 加仓 |
| GOOGL | ALPHABET INC | $8.13亿 | 0.74% | 2,274,509 | 103,616 | 4.8% | $3,702.92万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $9.01亿 | 0.82% | 18,275,976 | -83,318 | -0.5% | -$410.59万 | 减仓 |
| AMZN | AMAZON COM INC | $11.09亿 | 1.01% | 4,652,594 | 182,933 | 4.1% | $4,360.03万 | 加仓 |
| IEFA | ISHARES TR | $11.16亿 | 1.02% | 11,556,893 | 77,713 | 0.7% | $750.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $11.33亿 | 1.03% | 3,036,653 | 158,013 | 5.5% | $5,894.19万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $12.20亿 | 1.11% | 9,549,145 | 56,813 | 0.6% | $726.13万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $12.62亿 | 1.15% | 14,652,011 | 860,717 | 6.2% | $7,414.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $12.99亿 | 1.18% | 3,511,558 | 146,956 | 4.4% | $5,437.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $13.95亿 | 1.27% | 1,868,568 | 57,209 | 3.2% | $4,272.20万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $15.23亿 | 1.39% | 2,217,564 | 216,601 | 10.8% | $1.49亿 | 加仓 |
| AGG | ISHARES TR | $15.33亿 | 1.40% | 15,483,118 | 230,765 | 1.5% | $2,284.11万 | 加仓 |
| QQQ | INVESCO QQQ TR | $16.68亿 | 1.52% | 2,264,534 | 1,869 | 0.1% | $137.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $17.40亿 | 1.59% | 7,986,168 | 245,760 | 3.2% | $5,355.85万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $19.74亿 | 1.80% | 9,867,279 | 248,733 | 2.6% | $4,976.89万 | 加仓 |
| AAPL | APPLE INC | $21.26亿 | 1.94% | 7,346,095 | 294,584 | 4.2% | $8,524.08万 | 加仓 |
| IVV | ISHARES TR | $35.61亿 | 3.24% | 4,755,509 | 494,615 | 11.6% | $3.70亿 | 加仓 |