13F 机构持仓

Cetera Investment Advisers

SCHAUMBURG IL · SEC CIK 0001666741

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1,097.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.0%
AAPL 1.9%
NVDA 1.8%
VTV 1.6%
AGG 1.6%
QQQ 1.4%
VOO 1.3%
SPY 1.3%
VTI 1.1%
MSFT 1.1%

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
EVGO EVGO INC $7.34万0.00%42,683 13,49946.3% $2.32万 加仓
PRCH PORCH GROUP INC $7.36万0.00%10,262 10,262— $7.36万 新建仓
AEF ABRDN EMERGING MARKETS EX CH $7.54万0.00%10,340 -58-0.6% -$423 减仓
SANA SANA BIOTECHNOLOGY INC $7.54万0.00%26,181 8,75050.2% $2.52万 加仓
ANGX ANGEL STUDIOS INC $7.67万0.00%25,135 13,915124.0% $4.24万 加仓
— CHERRY HILL MTG INVT CORP $7.69万0.00%30,751 -6,303-17.0% -$1.58万 减仓
TSI TCW STRATEGIC INCOME FD INC $7.72万0.00%17,190 00.0% — 不变
EGY VAALCO ENERGY INC $7.80万0.00%12,295 -103-0.8% -$653 减仓
— DATAVAULT AI INC $7.80万0.00%126,126 4,6403.8% $2,869 加仓
LFST LIFESTANCE HEALTH GROUP INC $7.86万0.00%12,345 -1,594-11.4% -$1.02万 减仓
INDI INDIE SEMICONDUCTOR INC $7.91万0.00%24,559 -1,124-4.4% -$3,619 减仓
EGHT 8X8 INC NEW $7.98万0.00%48,053 4,1449.4% $6,879 加仓
— MFS CHARTER INCOME TR $8.05万0.00%13,289 -4,036-23.3% -$2.45万 减仓
— BLAIZE HLDGS INC $8.06万0.00%44,284 24,625125.3% $4.48万 加仓
— XAI MADISON EQUITY PREMIUM I $8.15万0.00%13,982 2181.6% $1,271 加仓
— RAYTECH HLDG LTD $8.17万0.00%23,678 23,678— $8.17万 新建仓
— HAEMONETICS CORP MASS $8.19万0.00%86,000 00.0% — 不变
COUR COURSERA INC $8.22万0.00%14,123 14,123— $8.22万 新建仓
SPCE VIRGIN GALACTIC HOLDINGS INC $8.33万0.00%34,269 -4,988-12.7% -$1.21万 减仓
— INTELLINETICS INC $8.35万0.00%11,203 00.0% — 不变
ABAT AMERICAN BATTERY TECHNOLOGY $8.35万0.00%29,926 -34,032-53.2% -$9.49万 减仓
— PALLADYNE AI CORP $8.36万0.00%13,769 2,80325.6% $1.70万 加仓
— HORIZON TECHNOLOGY FIN CORP $8.37万0.00%19,870 -1,476-6.9% -$6,214 减仓
TDAY USA TODAY CO INC $8.38万0.00%11,892 11,892— $8.38万 新建仓
— GABELLI MULTIMEDIA TR INC $8.41万0.00%21,390 4,61627.5% $1.81万 加仓
BHC BAUSCH HEALTH COS INC $8.42万0.00%15,585 -3,078-16.5% -$1.66万 减仓
— SENSEONICS HLDGS INC $8.45万0.00%12,694 12,694— $8.45万 新建仓
— RUNWAY GROWTH FINANCE CORP $8.52万0.00%12,401 1,50313.8% $1.03万 加仓
REI RING ENERGY INC $8.56万0.00%55,955 -3,200-5.4% -$4,896 减仓
ARCO ARCOS DORADOS HLDGS INC $8.64万0.00%10,474 -1,317-11.2% -$1.09万 减仓
— ESPERION THERAPEUTICS INC NE $8.68万0.00%31,681 -122-0.4% -$334 减仓
— MIND TECHNOLOGY INC $8.70万0.00%10,421 10,421— $8.70万 新建仓
ELDN ELEDON PHARMACEUTICALS INC $8.73万0.00%28,347 1,7636.6% $5,430 加仓
BBD BANCO BRADESCO S A $8.96万0.00%24,543 3,51916.7% $1.28万 加仓
AIV APARTMENT INVT & MGMT CO $9.08万0.00%22,311 6,84044.2% $2.78万 加仓
— AXIL BRANDS INC $9.10万0.00%13,000 -3,000-18.8% -$2.10万 减仓
— SERVICE PPTYS TR $9.12万0.00%67,337 -47,472-41.3% -$6.43万 减仓
— BAOZUN INC $9.14万0.00%38,238 7,28923.6% $1.74万 加仓
WTI W & T OFFSHORE INC $9.18万0.00%26,913 26,913— $9.18万 新建仓
AVR ANTERIS TECHNOLOGIES GLOBAL $9.19万0.00%16,550 6,50064.7% $3.61万 加仓
BLMN BLOOMIN BRANDS INC $9.20万0.00%17,030 17,030— $9.20万 新建仓
SERV SERVE ROBOTICS INC $9.23万0.00%10,935 1941.8% $1,637 加仓
LEO BNY MELLON STRATEGIC MUNS IN $9.24万0.00%14,684 8316.0% $5,227 加仓
— WHEELS UP EXPERIENCE INC $9.28万0.00%179,603 45,66134.1% $2.36万 加仓
— GABELLI CONV & INC SECS FD I $9.34万0.00%21,828 -35,003-61.6% -$14.98万 减仓
— TTEC HLDGS INC $9.35万0.00%37,385 10.0% $3 加仓
NWL NEWELL BRANDS INC $9.35万0.00%27,264 1,3035.0% $4,469 加仓
MSOS ADVISORSHARES TR $9.37万0.00%26,392 300.1% $107 加仓
— PG&E CORP $9.42万0.00%91,000 00.0% — 不变
BTE BAYTEX ENERGY CORP $9.44万0.00%21,120 5,06031.5% $2.26万 加仓
BITO PROSHARES TR $9.45万0.00%10,148 -2,282-18.4% -$2.12万 减仓
— MASTECH HLDGS INC $9.47万0.00%16,649 -3,565-17.6% -$2.03万 减仓
NVST ENVISTA HOLDINGS CORPORATION $9.52万0.00%96,000 96,000— $9.52万 新建仓
DCH DAUCH CORP $9.55万0.00%16,108 -21,877-57.6% -$12.97万 减仓
POET POET TECHNOLOGIES INC $9.57万0.00%16,105 4452.8% $2,643 加仓
HPP HUDSON PACIFIC PROPERTIES IN $9.64万0.00%16,317 2,48518.0% $1.47万 加仓
— BLACKSTONE MORTGAGE TRUST IN $9.70万0.00%98,000 00.0% — 不变
— BANCO BRADESCO S A $9.70万0.00%29,490 18,168160.5% $5.98万 加仓
NOMD NOMAD FOODS LTD $9.72万0.00%10,112 10,112— $9.72万 新建仓
— SUI GROUP HOLDINGS LIMITED $9.78万0.00%80,816 -3,859-4.6% -$4,669 减仓
TIC TIC SOLUTIONS INC $9.85万0.00%14,967 1791.2% $1,178 加仓
— ASCENT SOLAR TECHNOLOGIES IN $9.85万0.00%25,001 3,25114.9% $1.28万 加仓
AAPL APPLE INC 看跌期权 $9.85万0.00%9,700 -200-2.0% -$2,032 减仓
CRNC CERENCE INC $9.87万0.00%15,647 -2,962-15.9% -$1.87万 减仓
— BLACKROCK TCP CAPITAL CORP $9.91万0.00%27,445 -22,485-45.0% -$8.12万 减仓
HAFN HAFNIA LTD $9.94万0.00%13,076 8877.3% $6,741 加仓
— GLOBAL PMTS INC $9.96万0.00%113,000 00.0% — 不变
SXC SUNCOKE ENERGY INC $9.97万0.00%15,313 -2,349-13.3% -$1.53万 减仓
PTON PELOTON INTERACTIVE INC $10.00万0.00%23,307 -8,685-27.1% -$3.73万 减仓
PUBM PUBMATIC INC $10.03万0.00%12,259 -100-0.8% -$818 减仓
— AMPHASTAR PHARMACEUTICALS IN $10.03万0.00%111,000 00.0% — 不变
LAES SEALSQ CORP $10.08万0.00%38,470 -9,090-19.1% -$2.38万 减仓
ARRY ARRAY TECHNOLOGIES INC $10.11万0.00%112,000 112,000— $10.11万 新建仓
DEI DOUGLAS EMMETT INC $10.12万0.00%10,742 -1,373-11.3% -$1.29万 减仓
CCJ CAMECO CORP 看跌期权 $10.13万0.00%6,300 4,100186.4% $6.60万 加仓
NTSK NETSKOPE INC $10.20万0.00%12,018 12,018— $10.20万 新建仓
— MICROBOT MED INC $10.22万0.00%42,412 13,09944.7% $3.16万 加仓
MFA MFA FINL INC $10.25万0.00%10,696 10,696— $10.25万 新建仓
ESRT EMPIRE ST RLTY TR INC $10.30万0.00%19,807 -766-3.7% -$3,983 减仓
— HAIN CELESTIAL GROUP INC $10.34万0.00%148,137 1,4001.0% $977 加仓
FINV FINVOLUTION GROUP $10.36万0.00%21,636 -28,794-57.1% -$13.79万 减仓
HPK HIGHPEAK ENERGY INC $10.41万0.00%15,094 15,094— $10.41万 新建仓
— BAKKT INC $10.51万0.00%14,285 -12,802-47.3% -$9.42万 重新持有
FWRG FIRST WATCH RESTAURANT GROUP $10.53万0.00%10,045 10,045— $10.53万 新建仓
— LIFEVANTAGE CORP $10.58万0.00%24,492 -913-3.6% -$3,944 减仓
XBGYX BLACKROCK ENHANCED INTL DIV $10.58万0.00%19,559 2,69616.0% $1.46万 加仓
— FLAHERTY & CRUMRINE PFD INCO $10.59万0.00%11,718 140.1% $127 加仓
IWM ISHARES TR 看跌期权 $10.67万0.00%4,800 -300-5.9% -$6,670 减仓
AVAH AVEANNA HEALTHCARE HLDGS INC $10.71万0.00%16,633 -516-3.0% -$3,323 减仓
— GAMBLING COM GROUP LIMITED $10.74万0.00%27,693 27,693— $10.74万 新建仓
— CERVOMED INC $10.77万0.00%27,337 00.0% — 不变
— MFS HIGH YIELD MUN TR $10.83万0.00%30,249 00.0% — 不变
LMAT LEMAITRE VASCULAR INC $10.84万0.00%96,000 96,000— $10.84万 新建仓
IOVA IOVANCE BIOTHERAPEUTICS INC $10.91万0.00%31,094 -39,580-56.0% -$13.89万 减仓
ALT ALTIMMUNE INC $10.92万0.00%35,453 5,76619.4% $1.78万 加仓
ASM AVINO SILVER & GOLD MINES LT $10.97万0.00%17,332 -38-0.2% -$240 重新持有
— BOX INC $11.00万0.00%120,000 00.0% — 不变
— VOYA EMERGING MKTS HIGH DIVI $11.01万0.00%16,530 4,38336.1% $2.92万 加仓
RPD RAPID7 INC $11.11万0.00%20,172 20,172— $11.11万 新建仓
QUIK QUICKLOGIC CORP $11.14万0.00%11,877 11,877— $11.14万 新建仓