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 |
|---|---|---|---|---|---|---|---|---|
| AWK | AMERICAN WTR WKS CO INC NEW | $932.86万 | 0.01% | 68,547 | 6,136 | 9.8% | $83.50万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $932.52万 | 0.01% | 222,950 | -14,670 | -6.2% | -$61.36万 | 减仓 |
| IMCV | ISHARES TR | $931.08万 | 0.01% | 109,815 | 13,385 | 13.9% | $113.49万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $929.06万 | 0.01% | 232,615 | -6,977 | -2.9% | -$27.87万 | 减仓 |
| QHY | WISDOMTREE TR | $924.78万 | 0.01% | 203,070 | 5,470 | 2.8% | $24.91万 | 加仓 |
| FISV | FISERV INC | $924.74万 | 0.01% | 165,723 | 78,219 | 89.4% | $436.46万 | 加仓 |
| — | TWO RDS SHARED TR | $924.68万 | 0.01% | 598,667 | 57,793 | 10.7% | $89.27万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $923.50万 | 0.01% | 490,702 | -56,905 | -10.4% | -$107.10万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $922.24万 | 0.01% | 451,567 | 70,294 | 18.4% | $143.56万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $920.54万 | 0.01% | 174,477 | -10,499 | -5.7% | -$55.39万 | 减仓 |
| HGER | HARBOR ETF TRUST | $920.29万 | 0.01% | 296,771 | 55,239 | 22.9% | $171.30万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $918.60万 | 0.01% | 226,872 | -124,530 | -35.4% | -$504.22万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $918.46万 | 0.01% | 469,083 | 261,680 | 126.2% | $512.37万 | 加仓 |
| TRP | TC ENERGY CORP | $918.19万 | 0.01% | 146,992 | 7,609 | 5.5% | $47.53万 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $918.13万 | 0.01% | 227,758 | -10,785 | -4.5% | -$43.48万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $916.21万 | 0.01% | 365,023 | -403,426 | -52.5% | -$1,012.60万 | 减仓 |
| NULG | NUSHARES ETF TR | $915.97万 | 0.01% | 100,723 | -10,194 | -9.2% | -$92.70万 | 减仓 |
| — | RUSSELL INVTS EXCHANGE TRADE | $912.98万 | 0.01% | 285,435 | 28,927 | 11.3% | $92.52万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $911.41万 | 0.01% | 12,969 | -461 | -3.4% | -$32.40万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $909.92万 | 0.01% | 221,607 | -41,841 | -15.9% | -$171.80万 | 减仓 |
| AGGY | WISDOMTREE TR | $909.83万 | 0.01% | 209,397 | 57,867 | 38.2% | $251.43万 | 加仓 |
| RYLD | GLOBAL X FDS | $909.12万 | 0.01% | 608,105 | -155,353 | -20.3% | -$232.25万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $906.34万 | 0.01% | 336,805 | 77,633 | 30.0% | $208.91万 | 加仓 |
| AIPO | TIDAL TRUST II | $905.03万 | 0.01% | 362,592 | 206,891 | 132.9% | $516.40万 | 加仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $902.63万 | 0.01% | 124,329 | 4,903 | 4.1% | $35.60万 | 加仓 |
| — | ISHARES ETHEREUM TR | $902.19万 | 0.01% | 569,924 | 263,629 | 86.1% | $417.32万 | 加仓 |
| IGRO | ISHARES TR | $899.89万 | 0.01% | 107,424 | 3,316 | 3.2% | $27.78万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $894.64万 | 0.01% | 292,221 | 681 | 0.2% | $2.08万 | 加仓 |
| SE | SEA LTD | $889.09万 | 0.01% | 107,366 | 25,829 | 31.7% | $213.89万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $887.62万 | 0.01% | 15,078 | 416 | 2.8% | $24.49万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $887.27万 | 0.01% | 75,046 | 1,715 | 2.3% | $20.28万 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $886.85万 | 0.01% | 206,774 | 2,001 | 1.0% | $8.58万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $886.65万 | 0.01% | 228,448 | -1,439 | -0.6% | -$5.59万 | 减仓 |
| NYF | ISHARES TR | $884.71万 | 0.01% | 166,549 | 12,462 | 8.1% | $66.20万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $883.62万 | 0.01% | 412,546 | -29,940 | -6.8% | -$64.13万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $882.08万 | 0.01% | 933,420 | 122,470 | 15.1% | $115.73万 | 加仓 |
| KHC | KRAFT HEINZ CO | $881.04万 | 0.01% | 391,747 | 54,427 | 16.1% | $122.41万 | 加仓 |
| ISTB | ISHARES TR | $880.81万 | 0.01% | 181,760 | 3,112 | 1.7% | $15.08万 | 加仓 |
| — | WISDOMTREE TR | $880.66万 | 0.01% | 202,637 | 1,610 | 0.8% | $7.00万 | 加仓 |
| SONY | SONY GROUP CORP | $878.48万 | 0.01% | 424,385 | 11,901 | 2.9% | $24.64万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $878.42万 | 0.01% | 78,486 | -4,515 | -5.4% | -$50.53万 | 减仓 |
| COHR | COHERENT CORP | $877.95万 | 0.01% | 36,856 | -6,438 | -14.9% | -$153.36万 | 减仓 |
| REET | ISHARES TR | $877.55万 | 0.01% | 348,928 | 20,968 | 6.4% | $52.73万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $877.42万 | 0.01% | 31,074 | 3,089 | 11.0% | $87.22万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $872.68万 | 0.01% | 69,921 | 3,395 | 5.1% | $42.37万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $872.22万 | 0.01% | 38,082 | 562 | 1.5% | $12.87万 | 加仓 |
| — | PACER FDS TR | $872.17万 | 0.01% | 185,607 | 9,472 | 5.4% | $44.51万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $871.35万 | 0.01% | 144,598 | 1,549 | 1.1% | $9.33万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $871.35万 | 0.01% | 82,420 | -2,903 | -3.4% | -$30.69万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $869.53万 | 0.01% | 93,187 | 3,314 | 3.7% | $30.92万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $866.45万 | 0.01% | 162,348 | 26,329 | 19.4% | $140.52万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $862.94万 | 0.01% | 180,230 | 12,916 | 7.7% | $61.84万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $862.90万 | 0.01% | 286,203 | 39,768 | 16.1% | $119.90万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $862.65万 | 0.01% | 91,209 | -1,087 | -1.2% | -$10.28万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $859.40万 | 0.01% | 255,469 | -21,953 | -7.9% | -$73.85万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $858.83万 | 0.01% | 246,013 | 13,686 | 5.9% | $47.78万 | 加仓 |
| IBDR | ISHARES TR | $858.72万 | 0.01% | 354,257 | 38,871 | 12.3% | $94.22万 | 加仓 |
| QLC | FLEXSHARES TR | $856.33万 | 0.01% | 109,561 | 44,119 | 67.4% | $344.83万 | 加仓 |
| VICI | VICI PPTYS INC | $856.26万 | 0.01% | 313,419 | -31,109 | -9.0% | -$84.99万 | 减仓 |
| OIH | VANECK ETF TRUST | $852.65万 | 0.01% | 21,094 | 8,488 | 67.3% | $343.10万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $851.58万 | 0.01% | 456,357 | 110,825 | 32.1% | $206.80万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $851.36万 | 0.01% | 47,298 | 3,689 | 8.5% | $66.40万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $849.38万 | 0.01% | 392,141 | -32,669 | -7.7% | -$70.76万 | 减仓 |
| DOV | DOVER CORP | $848.11万 | 0.01% | 40,687 | 1,925 | 5.0% | $40.13万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $840.72万 | 0.01% | 89,562 | 21,609 | 31.8% | $202.84万 | 加仓 |
| DMXF | ISHARES TR | $838.22万 | 0.01% | 111,097 | 71,025 | 177.2% | $535.88万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $837.44万 | 0.01% | 66,501 | 12,478 | 23.1% | $157.13万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $835.56万 | 0.01% | 247,593 | 20,736 | 9.1% | $69.98万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $833.69万 | 0.01% | 313,888 | -11,987 | -3.7% | -$31.84万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $832.74万 | 0.01% | 13,764 | 585 | 4.4% | $35.39万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $831.44万 | 0.01% | 506,049 | 70,929 | 16.3% | $116.54万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $829.40万 | 0.01% | 217,632 | 7,696 | 3.7% | $29.33万 | 加仓 |
| IHF | ISHARES TR | $829.10万 | 0.01% | 198,112 | -13,618 | -6.4% | -$56.99万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $828.92万 | 0.01% | 196,147 | 82,149 | 72.1% | $347.16万 | 加仓 |
| EQL | ALPS ETF TR | $827.59万 | 0.01% | 174,009 | -16,947 | -8.9% | -$80.60万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $826.62万 | 0.01% | 398,372 | -36,351 | -8.4% | -$75.43万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $824.86万 | 0.01% | 394,670 | 347,944 | 744.6% | $727.20万 | 加仓 |
| SHM | SPDR SERIES TRUST | $821.42万 | 0.01% | 171,737 | -162,003 | -48.5% | -$774.86万 | 减仓 |
| DTM | DT MIDSTREAM INC | $819.27万 | 0.01% | 60,836 | -4,046 | -6.2% | -$54.49万 | 减仓 |
| EQT | EQT CORP | $816.23万 | 0.01% | 128,257 | 4,482 | 3.6% | $28.52万 | 加仓 |
| NTAP | NETAPP INC | $816.12万 | 0.01% | 79,707 | 17,079 | 27.3% | $174.87万 | 加仓 |
| CORP | PIMCO ETF TR | $815.94万 | 0.01% | 84,292 | 7,661 | 10.0% | $74.16万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $814.43万 | 0.01% | 42,921 | -8,866 | -17.1% | -$168.23万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $812.92万 | 0.01% | 272,975 | 160,204 | 142.1% | $477.09万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $812.79万 | 0.01% | 115,274 | -14,135 | -10.9% | -$99.67万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $811.78万 | 0.01% | 30,425 | 1,959 | 6.9% | $52.27万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $811.28万 | 0.01% | 42,991 | -3,689 | -7.9% | -$69.62万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $811.04万 | 0.01% | 179,314 | -33,958 | -15.9% | -$153.59万 | 减仓 |
| ESLT | ELBIT SYS LTD | $810.70万 | 0.01% | 9,698 | 304 | 3.2% | $25.41万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $810.60万 | 0.01% | 16,881 | -3,189 | -15.9% | -$153.13万 | 减仓 |
| DXCM | DEXCOM INC | $808.70万 | 0.01% | 128,775 | 7,852 | 6.5% | $49.31万 | 加仓 |
| STT | STATE STR CORP | $808.49万 | 0.01% | 63,882 | 7,857 | 14.0% | $99.44万 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $807.10万 | 0.01% | 130,114 | -52,401 | -28.7% | -$325.04万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $807.09万 | 0.01% | 242,410 | 28,160 | 13.1% | $93.76万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $806.77万 | 0.01% | 178,095 | -7,355 | -4.0% | -$33.32万 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $805.81万 | 0.01% | 152,789 | 56,185 | 58.2% | $296.32万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $805.32万 | 0.01% | 336,813 | 64,560 | 23.7% | $154.36万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $804.09万 | 0.01% | 339,422 | 3,887 | 1.2% | $9.21万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $803.47万 | 0.01% | 90,839 | 48,843 | 116.3% | $432.01万 | 加仓 |
| HEI | HEICO CORP NEW | $803.33万 | 0.01% | 29,297 | -10,589 | -26.5% | -$290.35万 | 减仓 |