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 |
|---|---|---|---|---|---|---|---|---|
| PR | PERMIAN RESOURCES CORP | $695.56万 | 0.01% | 326,249 | 109,345 | 50.4% | $233.12万 | 加仓 |
| BROS | DUTCH BROS INC | $694.88万 | 0.01% | 137,165 | -11,284 | -7.6% | -$57.16万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $694.39万 | 0.01% | 160,888 | 5,635 | 3.6% | $24.32万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $690.50万 | 0.01% | 59,846 | 12,041 | 25.2% | $138.93万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $689.71万 | 0.01% | 133,934 | -13,751 | -9.3% | -$70.81万 | 减仓 |
| DXJ | WISDOMTREE TR | $685.94万 | 0.01% | 43,255 | 10,416 | 31.7% | $165.18万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $683.97万 | 0.01% | 62,310 | -7,041 | -10.2% | -$77.29万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $683.44万 | 0.01% | 205,340 | 2,998 | 1.5% | $9.98万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $682.32万 | 0.01% | 162,906 | 57,968 | 55.2% | $242.79万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $680.65万 | 0.01% | 60,627 | 633 | 1.1% | $7.11万 | 加仓 |
| APA | APA CORPORATION | $676.48万 | 0.01% | 159,398 | -3,943 | -2.4% | -$16.73万 | 减仓 |
| URNM | SPROTT FDS TR | $674.07万 | 0.01% | 106,742 | 19,597 | 22.5% | $123.75万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $672.29万 | 0.01% | 83,953 | 9,954 | 13.5% | $79.71万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $671.99万 | 0.01% | 133,119 | -913 | -0.7% | -$4.61万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $671.15万 | 0.01% | 102,528 | -39,458 | -27.8% | -$258.29万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $667.73万 | 0.01% | 184,609 | 9,132 | 5.2% | $33.03万 | 加仓 |
| IYE | ISHARES TR | $665.70万 | 0.01% | 102,779 | -928 | -0.9% | -$6.01万 | 减仓 |
| PSK | SPDR SERIES TRUST | $662.31万 | 0.01% | 214,758 | 102,077 | 90.6% | $314.81万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $661.78万 | 0.01% | 20,507 | -2,044 | -9.1% | -$65.96万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $661.65万 | 0.01% | 105,074 | 16,793 | 19.0% | $105.75万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $661.06万 | 0.01% | 542,746 | 9,817 | 1.8% | $11.96万 | 加仓 |
| — | ETF SER SOLUTIONS | $659.96万 | 0.01% | 177,271 | 2,493 | 1.4% | $9.28万 | 加仓 |
| IBDT | ISHARES TR | $659.32万 | 0.01% | 260,291 | -3,392 | -1.3% | -$8.59万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $659.19万 | 0.01% | 40,354 | 9,068 | 29.0% | $148.13万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $658.67万 | 0.01% | 48,668 | -3,299 | -6.3% | -$44.65万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $657.94万 | 0.01% | 175,125 | 3,366 | 2.0% | $12.65万 | 加仓 |
| TDTF | FLEXSHARES TR | $656.50万 | 0.01% | 272,295 | 26,702 | 10.9% | $64.38万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $654.49万 | 0.01% | 105,426 | -43,162 | -29.0% | -$267.95万 | 减仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $652.29万 | 0.01% | 282,865 | 51,623 | 22.3% | $119.04万 | 加仓 |
| MTZ | MASTEC INC | $652.26万 | 0.01% | 20,273 | 1,983 | 10.8% | $63.80万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $649.09万 | 0.01% | 165,248 | -3,322 | -2.0% | -$13.05万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $648.62万 | 0.01% | 246,622 | 24,284 | 10.9% | $63.87万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $647.63万 | 0.01% | 764,615 | 42,075 | 5.8% | $35.64万 | 加仓 |
| ARKF | ARK ETF TR | $645.22万 | 0.01% | 169,750 | -26,629 | -13.6% | -$101.22万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $641.79万 | 0.01% | 97,079 | -17,392 | -15.2% | -$114.98万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $641.62万 | 0.01% | 282,903 | 24,575 | 9.5% | $55.74万 | 加仓 |
| ONDS | ONDAS INC | $639.57万 | 0.01% | 707,486 | 521,944 | 281.3% | $471.84万 | 加仓 |
| GRMN | GARMIN LTD | $638.83万 | 0.01% | 27,535 | -1,589 | -5.5% | -$36.87万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $638.29万 | 0.01% | 204,646 | -4,518 | -2.2% | -$14.09万 | 减仓 |
| FTMS | PUTNAM ETF TRUST | $637.83万 | 0.01% | 643,952 | 52,630 | 8.9% | $52.13万 | 加仓 |
| — | WISDOMTREE TR | $637.81万 | 0.01% | 192,559 | 50,771 | 35.8% | $168.17万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $636.97万 | 0.01% | 113,008 | 13,987 | 14.1% | $78.84万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $636.53万 | 0.01% | 88,739 | -12,138 | -12.0% | -$87.07万 | 减仓 |
| AA | ALCOA CORP | $634.17万 | 0.01% | 95,609 | 63,319 | 196.1% | $419.99万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $633.46万 | 0.01% | 156,526 | -98,767 | -38.7% | -$399.71万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $631.73万 | 0.01% | 298,549 | 463 | 0.2% | $9,797 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $630.37万 | 0.01% | 121,155 | 14,309 | 13.4% | $74.45万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $629.15万 | 0.01% | 120,550 | -19,571 | -14.0% | -$102.14万 | 减仓 |
| IBTK | ISHARES TR | $628.35万 | 0.01% | 318,637 | 39,825 | 14.3% | $78.53万 | 加仓 |
| NVMI | NOVA LTD | $622.41万 | 0.01% | 14,332 | 4,844 | 51.1% | $210.37万 | 加仓 |
| EVUS | ISHARES TR | $619.33万 | 0.01% | 194,564 | -21,694 | -10.0% | -$69.06万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $618.98万 | 0.01% | 139,788 | 8,351 | 6.4% | $36.98万 | 加仓 |
| MLN | VANECK ETF TRUST | $618.61万 | 0.01% | 354,706 | 27,679 | 8.5% | $48.27万 | 加仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $617.81万 | 0.01% | 209,782 | 19,682 | 10.4% | $57.96万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $617.69万 | 0.01% | 46,038 | 3,523 | 8.3% | $47.27万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $617.19万 | 0.01% | 121,019 | 4,272 | 3.7% | $21.79万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $617.00万 | 0.01% | 187,611 | -422 | -0.2% | -$1.39万 | 减仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $616.47万 | 0.01% | 157,303 | 15,632 | 11.0% | $61.26万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $615.10万 | 0.01% | 189,028 | -608 | -0.3% | -$1.98万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $614.48万 | 0.01% | 74,492 | 4,991 | 7.2% | $41.17万 | 加仓 |
| BYLD | ISHARES TR | $613.60万 | 0.01% | 272,348 | 74,285 | 37.5% | $167.36万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $612.64万 | 0.01% | 366,431 | 108,952 | 42.3% | $182.16万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $611.92万 | 0.01% | 59,543 | -359 | -0.6% | -$3.69万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $611.49万 | 0.01% | 85,908 | 427 | 0.5% | $3.04万 | 加仓 |
| ATR | APTARGROUP INC | $609.49万 | 0.01% | 48,365 | 19,482 | 67.5% | $245.51万 | 加仓 |
| MKSI | MKS INC. | $609.28万 | 0.01% | 26,512 | -539 | -2.0% | -$12.39万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $608.87万 | 0.01% | 43,822 | 5,088 | 13.1% | $70.69万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $608.66万 | 0.01% | 541,993 | 18,827 | 3.6% | $21.14万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $608.44万 | 0.01% | 38,499 | -1,696 | -4.2% | -$26.80万 | 减仓 |
| XYZ | BLOCK INC | $607.81万 | 0.01% | 101,000 | 9,332 | 10.2% | $56.16万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $607.79万 | 0.01% | 109,798 | -32,242 | -22.7% | -$178.48万 | 减仓 |
| ARKW | ARK ETF TR | $607.58万 | 0.01% | 50,376 | -7,589 | -13.1% | -$91.53万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $607.58万 | 0.01% | 76,387 | -48,800 | -39.0% | -$388.16万 | 减仓 |
| CEFS | EXCHANGE LISTED FDS TR | $606.26万 | 0.01% | 268,853 | 15,036 | 5.9% | $33.91万 | 加仓 |
| MGA | MAGNA INTL INC | $606.11万 | 0.01% | 108,603 | -29,588 | -21.4% | -$165.13万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $605.72万 | 0.01% | 803,340 | 70,033 | 9.6% | $52.80万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $604.04万 | 0.01% | 138,693 | 1,362 | 1.0% | $5.93万 | 加仓 |
| NU | NU HLDGS LTD | $603.38万 | 0.01% | 419,888 | 27,922 | 7.1% | $40.12万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $603.23万 | 0.01% | 37,127 | -658 | -1.7% | -$10.69万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $602.99万 | 0.01% | 24,058 | -6,077 | -20.2% | -$152.31万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $602.91万 | 0.01% | 156,085 | 1,803 | 1.2% | $6.96万 | 加仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $602.55万 | 0.01% | 105,572 | 15,551 | 17.3% | $88.76万 | 加仓 |
| — | PUTNAM ETF TRUST | $601.31万 | 0.01% | 218,025 | 111,763 | 105.2% | $308.24万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $601.00万 | 0.01% | 30,758 | 4,762 | 18.3% | $93.05万 | 加仓 |
| — | VANECK ETF TRUST | $600.80万 | 0.01% | 23,947 | 2,918 | 13.9% | $73.21万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $600.16万 | 0.01% | 176,899 | -3,402 | -1.9% | -$11.54万 | 减仓 |
| WTPI | WISDOMTREE TR | $599.84万 | 0.01% | 187,979 | 21,091 | 12.6% | $67.30万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $596.61万 | 0.01% | 166,140 | 23,968 | 16.9% | $86.07万 | 加仓 |
| — | KRANESHARES TRUST | $596.54万 | 0.01% | 217,557 | 53,933 | 33.0% | $147.88万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $596.43万 | 0.01% | 277,667 | -79,524 | -22.3% | -$170.82万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $596.12万 | 0.01% | 85,514 | -1,416 | -1.6% | -$9.87万 | 减仓 |
| MDB | MONGODB INC | $595.11万 | 0.01% | 24,313 | 4,925 | 25.4% | $120.55万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $592.88万 | 0.01% | 139,306 | -29,883 | -17.7% | -$127.18万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $592.87万 | 0.01% | 200,974 | 25,206 | 14.3% | $74.36万 | 加仓 |
| LII | LENNOX INTL INC | $591.81万 | 0.01% | 12,751 | 8,068 | 172.3% | $374.46万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $590.96万 | 0.01% | 248,196 | 6,882 | 2.9% | $16.39万 | 加仓 |
| KEY | KEYCORP | $590.27万 | 0.01% | 294,397 | -9,383 | -3.1% | -$18.81万 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $590.17万 | 0.01% | 99,961 | 1,071 | 1.1% | $6.32万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $590.11万 | 0.01% | 39,008 | -7,391 | -15.9% | -$111.81万 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $589.01万 | 0.01% | 310,006 | 10,332 | 3.4% | $19.63万 | 加仓 |