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 |
|---|---|---|---|---|---|---|---|---|
| — | COLUMBIA ETF TR I | $435.85万 | 0.00% | 111,639 | 47,525 | 74.1% | $185.54万 | 加仓 |
| — | PIMCO HIGH INCOME FD | $435.80万 | 0.00% | 941,248 | 60,403 | 6.9% | $27.97万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $435.73万 | 0.00% | 117,734 | -4,145 | -3.4% | -$15.34万 | 减仓 |
| UNM | UNUM GROUP | $434.82万 | 0.00% | 59,540 | 883 | 1.5% | $6.45万 | 加仓 |
| ILF | ISHARES TR | $432.96万 | 0.00% | 121,892 | -20,428 | -14.4% | -$72.56万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $432.33万 | 0.00% | 148,925 | 24,518 | 19.7% | $71.18万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $432.23万 | 0.00% | 89,892 | 2,708 | 3.1% | $13.02万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $431.91万 | 0.00% | 177,888 | -65,296 | -26.9% | -$158.54万 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $431.87万 | 0.00% | 79,069 | -5,676 | -6.7% | -$31.00万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $430.77万 | 0.00% | 39,239 | 2,826 | 7.8% | $31.02万 | 加仓 |
| — | SPROTT FDS TR | $430.74万 | 0.00% | 72,784 | 7,667 | 11.8% | $45.37万 | 加仓 |
| HEEM | ISHARES INC | $429.84万 | 0.00% | 116,425 | 598 | 0.5% | $2.21万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $429.38万 | 0.00% | 104,295 | 3,291 | 3.3% | $13.55万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $429.37万 | 0.00% | 73,948 | -8,774 | -10.6% | -$50.95万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $429.14万 | 0.00% | 36,349 | 11,745 | 47.7% | $138.66万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $429.05万 | 0.00% | 164,957 | -7,590 | -4.4% | -$19.74万 | 减仓 |
| HRL | HORMEL FOODS CORP | $428.85万 | 0.00% | 189,337 | 1,820 | 1.0% | $4.12万 | 加仓 |
| DVYE | ISHARES INC | $428.13万 | 0.00% | 124,528 | -6,150 | -4.7% | -$21.14万 | 减仓 |
| AWR | AMER STATES WTR CO | $428.08万 | 0.00% | 56,609 | 3,826 | 7.2% | $28.93万 | 加仓 |
| HXL | HEXCEL CORP NEW | $427.31万 | 0.00% | 52,800 | 4,076 | 8.4% | $32.99万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $426.28万 | 0.00% | 91,909 | -7,418 | -7.5% | -$34.40万 | 减仓 |
| — | NUVEEN NEW JERSEY | $426.21万 | 0.00% | 346,509 | 8,691 | 2.6% | $10.69万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $426.19万 | 0.00% | 178,643 | 24,374 | 15.8% | $58.15万 | 加仓 |
| RBRK | RUBRIK INC. | $426.16万 | 0.00% | 87,025 | 23,320 | 36.6% | $114.20万 | 加仓 |
| IT | GARTNER INC | $425.98万 | 0.00% | 26,903 | 12,831 | 91.2% | $203.16万 | 加仓 |
| NTRA | NATERA INC | $425.02万 | 0.00% | 21,252 | -3,726 | -14.9% | -$74.52万 | 减仓 |
| IBTH | ISHARES TR | $424.39万 | 0.00% | 189,208 | 3,457 | 1.9% | $7.75万 | 加仓 |
| DOL | WISDOMTREE TR | $423.22万 | 0.00% | 62,251 | -24,427 | -28.2% | -$166.07万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $423.12万 | 0.00% | 39,632 | -10,796 | -21.4% | -$115.26万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $422.81万 | 0.00% | 306,604 | 48,075 | 18.6% | $66.30万 | 加仓 |
| AES | AES CORP | $422.60万 | 0.00% | 299,932 | -4,575 | -1.5% | -$6.45万 | 减仓 |
| IYG | ISHARES TR | $422.50万 | 0.00% | 51,002 | 1,889 | 3.8% | $15.65万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $422.32万 | 0.00% | 12,361 | -1,563 | -11.2% | -$53.40万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $422.02万 | 0.00% | 86,321 | 6,763 | 8.5% | $33.06万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $421.40万 | 0.00% | 262,227 | 234,800 | 856.1% | $377.32万 | 加仓 |
| HYZD | WISDOMTREE TR | $421.35万 | 0.00% | 191,434 | 37,557 | 24.4% | $82.66万 | 加仓 |
| — | VISTA GOLD CORP | $421.03万 | 0.00% | 2,148,100 | -17,803 | -0.8% | -$3.49万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $419.94万 | 0.00% | 255,125 | 43,189 | 20.4% | $71.09万 | 加仓 |
| CACI | CACI INTL INC | $419.00万 | 0.00% | 7,704 | -176 | -2.2% | -$9.57万 | 减仓 |
| CERY | SPDR SERIES TRUST | $418.72万 | 0.00% | 118,818 | 49,177 | 70.6% | $173.30万 | 加仓 |
| MOO | VANECK ETF TRUST | $418.68万 | 0.00% | 49,548 | -39,988 | -44.7% | -$337.90万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $417.95万 | 0.00% | 206,115 | 16,158 | 8.5% | $32.76万 | 加仓 |
| IYJ | ISHARES TR | $417.66万 | 0.00% | 28,309 | -27,454 | -49.2% | -$405.05万 | 减仓 |
| SHYD | VANECK ETF TRUST | $417.21万 | 0.00% | 184,118 | 39,496 | 27.3% | $89.50万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $416.81万 | 0.00% | 32,102 | 573 | 1.8% | $7.44万 | 加仓 |
| EQNR | EQUINOR ASA | $415.99万 | 0.00% | 98,575 | 2,643 | 2.8% | $11.15万 | 加仓 |
| KVUE | KENVUE INC | $415.81万 | 0.00% | 241,189 | -78,966 | -24.7% | -$136.14万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $414.88万 | 0.00% | 224,015 | 15,093 | 7.2% | $27.95万 | 加仓 |
| EZM | WISDOMTREE TR | $414.62万 | 0.00% | 61,681 | -2,699 | -4.2% | -$18.14万 | 减仓 |
| VMI | VALMONT INDS INC | $414.32万 | 0.00% | 10,369 | 472 | 4.8% | $18.86万 | 加仓 |
| IAUM | ISHARES GOLD TR | $413.79万 | 0.00% | 88,606 | 7,661 | 9.5% | $35.78万 | 加仓 |
| MRNA | MODERNA INC | $413.03万 | 0.00% | 81,306 | 17,859 | 28.1% | $90.72万 | 加仓 |
| HPQ | HP INC | $412.77万 | 0.00% | 214,871 | 26,565 | 14.1% | $51.03万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $412.74万 | 0.00% | 397,625 | 38,638 | 10.8% | $40.11万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $412.39万 | 0.00% | 16,832 | -868 | -4.9% | -$21.27万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $412.31万 | 0.00% | 122,165 | -5,502 | -4.3% | -$18.57万 | 减仓 |
| IYM | ISHARES TR | $411.91万 | 0.00% | 23,415 | 7,236 | 44.7% | $127.29万 | 加仓 |
| BIIB | BIOGEN INC | $411.47万 | 0.00% | 22,444 | -1,059 | -4.5% | -$19.41万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $410.25万 | 0.00% | 59,952 | 3,832 | 6.8% | $26.22万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $409.74万 | 0.00% | 792,532 | 60,449 | 8.3% | $31.25万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $408.91万 | 0.00% | 190,278 | -134,486 | -41.4% | -$289.01万 | 减仓 |
| WCC | WESCO INTL INC | $406.81万 | 0.00% | 14,868 | 190 | 1.3% | $5.20万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $406.72万 | 0.00% | 53,403 | -3,847 | -6.7% | -$29.30万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $406.45万 | 0.00% | 62,560 | 8,211 | 15.1% | $53.35万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $404.90万 | 0.00% | 831,412 | 128,430 | 18.3% | $62.55万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $404.44万 | 0.00% | 109,322 | 653 | 0.6% | $2.42万 | 加仓 |
| ILTB | ISHARES TR | $403.92万 | 0.00% | 82,465 | -24,891 | -23.2% | -$121.92万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $403.39万 | 0.00% | 256,609 | 43,027 | 20.1% | $67.64万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $403.34万 | 0.00% | 43,170 | -32,909 | -43.3% | -$307.47万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $403.06万 | 0.00% | 111,096 | 22,308 | 25.1% | $80.93万 | 加仓 |
| WDAY | WORKDAY INC | $402.51万 | 0.00% | 30,982 | -17,402 | -36.0% | -$226.08万 | 减仓 |
| TXT | TEXTRON INC | $400.91万 | 0.00% | 45,787 | 1,565 | 3.5% | $13.70万 | 加仓 |
| NDSN | NORDSON CORP | $400.81万 | 0.00% | 15,065 | -921 | -5.8% | -$24.50万 | 减仓 |
| DINO | HF SINCLAIR CORP | $400.49万 | 0.00% | 64,191 | -7,328 | -10.2% | -$45.72万 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $400.09万 | 0.00% | 144,023 | 36,909 | 34.5% | $102.53万 | 加仓 |
| XOP | SPDR SERIES TRUST | $398.77万 | 0.00% | 21,931 | 4,463 | 25.5% | $81.15万 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $398.20万 | 0.00% | 88,631 | -7,272 | -7.6% | -$32.67万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $397.94万 | 0.00% | 31,490 | -406 | -1.3% | -$5.13万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $396.76万 | 0.00% | 708,495 | 34,195 | 5.1% | $19.15万 | 加仓 |
| RS | RELIANCE INC | $396.27万 | 0.00% | 13,039 | 907 | 7.5% | $27.56万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $394.91万 | 0.00% | 456,013 | -4,658 | -1.0% | -$4.03万 | 减仓 |
| REZ | ISHARES TR | $394.75万 | 0.00% | 47,441 | 1,399 | 3.0% | $11.64万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $394.69万 | 0.00% | 175,496 | 12,146 | 7.4% | $27.32万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $394.67万 | 0.00% | 362,745 | -20,400 | -5.3% | -$22.20万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $393.89万 | 0.00% | 73,638 | 2,301 | 3.2% | $12.31万 | 加仓 |
| GFI | GOLD FIELDS LTD | $392.84万 | 0.00% | 86,529 | -4,473 | -4.9% | -$20.31万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $391.31万 | 0.00% | 82,993 | 2,294 | 2.8% | $10.82万 | 加仓 |
| WAT | WATERS CORP | $390.02万 | 0.00% | 13,097 | 7,172 | 121.0% | $213.58万 | 加仓 |
| — | ISHARES TR | $389.76万 | 0.00% | 98,237 | 2,109 | 2.2% | $8.37万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $389.52万 | 0.00% | 24,021 | -4,674 | -16.3% | -$75.79万 | 减仓 |
| LFUS | LITTELFUSE INC | $388.60万 | 0.00% | 11,451 | 99 | 0.9% | $3.36万 | 加仓 |
| PPH | VANECK ETF TRUST | $388.43万 | 0.00% | 37,392 | -2,924 | -7.3% | -$30.37万 | 减仓 |
| ATI | ATI INC | $388.01万 | 0.00% | 26,675 | 11,492 | 75.7% | $167.16万 | 加仓 |
| NWG | NATWEST GROUP PLC | $387.12万 | 0.00% | 259,810 | -26,699 | -9.3% | -$39.78万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $386.54万 | 0.00% | 30,137 | 2,647 | 9.6% | $33.95万 | 加仓 |
| — | UNITED STS GASOLINE FD LP | $386.51万 | 0.00% | 37,402 | 374 | 1.0% | $3.86万 | 加仓 |
| SETM | SPROTT FDS TR | $385.97万 | 0.00% | 116,678 | 15,942 | 15.8% | $52.74万 | 加仓 |
| MOS | MOSAIC CO | $385.55万 | 0.00% | 151,195 | 93,526 | 162.2% | $238.49万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $384.51万 | 0.00% | 78,503 | -1,309 | -1.6% | -$6.41万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $384.43万 | 0.00% | 53,849 | -56,174 | -51.1% | -$401.03万 | 减仓 |