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 |
|---|---|---|---|---|---|---|---|---|
| DWM | WISDOMTREE TR | $588.86万 | 0.01% | 84,255 | 4,731 | 5.9% | $33.07万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $588.20万 | 0.01% | 104,681 | -13,036 | -11.1% | -$73.25万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $587.43万 | 0.01% | 186,605 | -18,137 | -8.9% | -$57.10万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $586.95万 | 0.01% | 19,511 | 752 | 4.0% | $22.62万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $586.67万 | 0.01% | 156,695 | 5,075 | 3.3% | $19.00万 | 加仓 |
| VLU | SPDR SERIES TRUST | $586.53万 | 0.01% | 27,283 | 11,517 | 73.0% | $247.59万 | 加仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $585.49万 | 0.01% | 166,098 | 16,368 | 10.9% | $57.70万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $584.52万 | 0.01% | 127,624 | 12,886 | 11.2% | $59.02万 | 加仓 |
| IWL | ISHARES TR | $583.87万 | 0.01% | 36,383 | 1,115 | 3.2% | $17.89万 | 加仓 |
| IBHG | ISHARES TR | $582.68万 | 0.01% | 263,300 | 2,772 | 1.1% | $6.13万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $582.09万 | 0.01% | 100,986 | 86,844 | 614.1% | $500.57万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $582.01万 | 0.01% | 130,175 | 53,657 | 70.1% | $239.90万 | 加仓 |
| ING | ING GROEP N.V. | $581.23万 | 0.01% | 223,119 | 2,866 | 1.3% | $7.47万 | 加仓 |
| RIG | TRANSOCEAN LTD | $580.60万 | 0.01% | 875,719 | 411,274 | 88.6% | $272.68万 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $579.54万 | 0.01% | 103,006 | 13,886 | 15.6% | $78.13万 | 加仓 |
| STXF | EA SERIES TRUST | $578.72万 | 0.01% | 137,888 | 2,541 | 1.9% | $10.66万 | 加仓 |
| BUG | GLOBAL X FDS | $578.38万 | 0.01% | 230,338 | -34,884 | -13.2% | -$87.59万 | 减仓 |
| P | EVERPURE INC | $576.68万 | 0.01% | 97,677 | 4,594 | 4.9% | $27.12万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $572.75万 | 0.01% | 15,963 | 2,991 | 23.1% | $107.32万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $572.11万 | 0.01% | 195,862 | 10,503 | 5.7% | $30.68万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $571.88万 | 0.01% | 82,511 | -2,678 | -3.1% | -$18.56万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $568.69万 | 0.01% | 66,296 | -4,545 | -6.4% | -$38.99万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $568.27万 | 0.01% | 72,359 | 1,081 | 1.5% | $8.49万 | 加仓 |
| IR | INGERSOLL RAND INC | $567.24万 | 0.01% | 70,799 | -8,362 | -10.6% | -$67.00万 | 减仓 |
| ROKU | ROKU INC | $565.19万 | 0.01% | 59,733 | 7,402 | 14.1% | $70.04万 | 加仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $563.44万 | 0.01% | 113,459 | 18,201 | 19.1% | $90.39万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $562.71万 | 0.01% | 284,919 | 6,733 | 2.4% | $13.30万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $562.51万 | 0.01% | 91,688 | 6,540 | 7.7% | $40.12万 | 加仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $562.42万 | 0.01% | 207,000 | 83,899 | 68.2% | $227.95万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $562.06万 | 0.01% | 33,612 | -1 | -0.0% | -$167 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $561.81万 | 0.01% | 284,027 | -78,047 | -21.6% | -$154.38万 | 减仓 |
| INSM | INSMED INC | $561.79万 | 0.01% | 34,356 | -4,087 | -10.6% | -$66.83万 | 减仓 |
| MKL | MARKEL GROUP INC | $560.25万 | 0.01% | 2,927 | 176 | 6.4% | $33.69万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $558.84万 | 0.01% | 258,485 | -70,952 | -21.5% | -$153.40万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $557.68万 | 0.01% | 136,652 | -1,328 | -1.0% | -$5.42万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $557.55万 | 0.01% | 126,827 | 9,913 | 8.5% | $43.58万 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $555.33万 | 0.01% | 224,195 | 23,201 | 11.5% | $57.47万 | 加仓 |
| HUBB | HUBBELL INC | $555.05万 | 0.01% | 11,310 | -254 | -2.2% | -$12.47万 | 减仓 |
| XTL | SPDR SERIES TRUST | $554.55万 | 0.01% | 29,488 | -8,206 | -21.8% | -$154.32万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $554.47万 | 0.01% | 96,296 | 6,333 | 7.0% | $36.47万 | 加仓 |
| ITB | ISHARES TR | $553.87万 | 0.01% | 61,167 | -15,603 | -20.3% | -$141.29万 | 减仓 |
| ORI | OLD REP INTL CORP | $553.82万 | 0.01% | 138,802 | -5,909 | -4.1% | -$23.58万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $553.66万 | 0.01% | 16,171 | -441 | -2.7% | -$15.10万 | 减仓 |
| SH | PROSHARES TR | $553.28万 | 0.01% | 145,868 | 19,933 | 15.8% | $75.61万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $553.18万 | 0.01% | 61,369 | 8,167 | 15.4% | $73.62万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $552.84万 | 0.01% | 123,936 | 4,515 | 3.8% | $20.14万 | 加仓 |
| FDV | FEDERATED HERMES ETF TRUST | $551.53万 | 0.01% | 179,067 | -29,456 | -14.1% | -$90.72万 | 减仓 |
| CSGP | COSTAR GROUP INC | $549.74万 | 0.01% | 136,277 | -14,746 | -9.8% | -$59.49万 | 减仓 |
| — | RUSSELL INVTS EXCHANGE TRADE | $549.50万 | 0.01% | 196,100 | 24,604 | 14.3% | $68.94万 | 加仓 |
| AOA | ISHARES TR | $548.38万 | 0.01% | 61,971 | -1,742 | -2.7% | -$15.42万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $548.31万 | 0.01% | 173,625 | 18,152 | 11.7% | $57.32万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $547.23万 | 0.01% | 58,179 | 584 | 1.0% | $5.49万 | 加仓 |
| EMN | EASTMAN CHEM CO | $545.18万 | 0.01% | 71,434 | 262 | 0.4% | $2.00万 | 加仓 |
| UBS | UBS GROUP AG | $544.89万 | 0.01% | 139,466 | 8,069 | 6.1% | $31.53万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $544.82万 | 0.01% | 70,682 | 4,329 | 6.5% | $33.37万 | 加仓 |
| SDIV | GLOBAL X FDS | $543.94万 | 0.01% | 215,335 | -30,144 | -12.3% | -$76.14万 | 减仓 |
| VMC | VULCAN MATLS CO | $543.83万 | 0.01% | 19,972 | 1,231 | 6.6% | $33.52万 | 加仓 |
| HWKN | HAWKINS INC | $543.52万 | 0.01% | 35,385 | 25,359 | 252.9% | $389.52万 | 加仓 |
| THO | THOR INDS INC | $543.33万 | 0.01% | 68,010 | 7,238 | 11.9% | $57.82万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $542.03万 | 0.01% | 588,528 | 94,334 | 19.1% | $86.88万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $537.33万 | 0.01% | 58,028 | 6,553 | 12.7% | $60.68万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $537.05万 | 0.01% | 119,983 | 47,066 | 64.5% | $210.67万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $535.71万 | 0.01% | 75,389 | 17,592 | 30.4% | $125.01万 | 加仓 |
| FSLR | FIRST SOLAR INC | $535.48万 | 0.01% | 27,146 | -1,198 | -4.2% | -$23.63万 | 减仓 |
| XYL | XYLEM INC | $534.35万 | 0.01% | 44,716 | 6,402 | 16.7% | $76.50万 | 加仓 |
| LIT | GLOBAL X FDS | $533.84万 | 0.01% | 71,800 | -20,095 | -21.9% | -$149.41万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $533.11万 | 0.01% | 111,285 | 8,394 | 8.2% | $40.21万 | 加仓 |
| FIVA | FIDELITY COVINGTON TRUST | $532.97万 | 0.01% | 153,107 | 21,936 | 16.7% | $76.36万 | 加仓 |
| CSL | CARLISLE COS INC | $531.14万 | 0.01% | 15,921 | 3,841 | 31.8% | $128.14万 | 加仓 |
| ESML | ISHARES TR | $530.36万 | 0.01% | 112,794 | -1,455 | -1.3% | -$6.84万 | 减仓 |
| ZS | ZSCALER INC | $529.12万 | 0.01% | 37,716 | 3,654 | 10.7% | $51.26万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $527.48万 | 0.01% | 46,278 | -1,416 | -3.0% | -$16.14万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $526.59万 | 0.01% | 235,820 | 20,276 | 9.4% | $45.28万 | 加仓 |
| WRB | BERKLEY W R CORP | $525.41万 | 0.01% | 79,272 | 1,258 | 1.6% | $8.34万 | 加仓 |
| ENTG | ENTEGRIS INC | $523.65万 | 0.01% | 44,665 | -613 | -1.4% | -$7.19万 | 减仓 |
| — | LEGG MASON ETF INVT | $522.30万 | 0.01% | 96,735 | 56,011 | 137.5% | $302.42万 | 加仓 |
| — | PACER FDS TR | $522.18万 | 0.01% | 159,896 | 13,676 | 9.4% | $44.66万 | 加仓 |
| FICO | FAIR ISAAC CORP | $521.87万 | 0.01% | 4,889 | -1,624 | -24.9% | -$173.35万 | 减仓 |
| VTRS | VIATRIS INC | $521.49万 | 0.01% | 385,999 | 9,612 | 2.6% | $12.99万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $521.07万 | 0.01% | 10,980 | -701 | -6.0% | -$33.27万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $518.63万 | 0.01% | 235,848 | -7,066 | -2.9% | -$15.54万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $515.59万 | 0.01% | 115,993 | -6,102 | -5.0% | -$27.12万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $514.66万 | 0.01% | 132,330 | 92,934 | 235.9% | $361.44万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $512.83万 | 0.01% | 8,648 | 338 | 4.1% | $20.04万 | 加仓 |
| TWLO | TWILIO INC | $512.67万 | 0.01% | 40,746 | -4,476 | -9.9% | -$56.32万 | 减仓 |
| USMF | WISDOMTREE TR | $512.23万 | 0.01% | 103,732 | -3,911 | -3.6% | -$19.31万 | 减仓 |
| IESC | IES HOLDINGS INC | $512.11万 | 0.01% | 10,748 | -169 | -1.5% | -$8.05万 | 减仓 |
| PPG | PPG INDS INC | $511.05万 | 0.01% | 47,815 | 12,555 | 35.6% | $134.19万 | 加仓 |
| IVVW | ISHARES TR | $509.42万 | 0.01% | 116,679 | 30,330 | 35.1% | $132.42万 | 加仓 |
| CPRT | COPART INC | $509.30万 | 0.01% | 153,402 | -18,225 | -10.6% | -$60.51万 | 减仓 |
| ICLN | ISHARES TR | $508.32万 | 0.01% | 277,921 | 40,741 | 17.2% | $74.52万 | 加仓 |
| RBC | RBC BEARINGS INC | $508.03万 | 0.01% | 9,354 | -111 | -1.2% | -$6.03万 | 减仓 |
| EFX | EQUIFAX INC | $504.44万 | 0.01% | 28,013 | 3,901 | 16.2% | $70.25万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $504.35万 | 0.01% | 51,244 | 4,429 | 9.5% | $43.59万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $502.94万 | 0.01% | 224,728 | 50,402 | 28.9% | $112.80万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $502.51万 | 0.01% | 47,313 | 40 | 0.1% | $4,248 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $502.13万 | 0.01% | 73,821 | -25,677 | -25.8% | -$174.65万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $501.21万 | 0.01% | 4,325 | -444 | -9.3% | -$51.45万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $501.07万 | 0.01% | 130,673 | 5,808 | 4.7% | $22.27万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $500.11万 | 0.01% | 99,922 | 33,990 | 51.6% | $170.12万 | 加仓 |