Cetera Investment Advisers
SCHAUMBURG IL · SEC CIK 0001666741
$1,097.61亿2026Q2 申报市值
5,007持仓数
16.5%前十大占比 · 第一大 3.2%
384 / 217新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$3.70亿
IUSB 加仓+$1.52亿
VOO 加仓+$1.49亿
CWB 加仓+$1.24亿
CORO 新建仓+$1.08亿
2026Q2 卖出最多 按季末市值估算
EFV 减仓-$1.37亿
BIL 减仓-$1.37亿
QUAL 减仓-$1.31亿
IEMG 减仓-$9,867.78万
IAGG 减仓-$9,149.11万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MBB | ISHARES TR | $2.03亿 | 0.18% | 2,146,275 | 120,011 | 5.9% | $1,134.34万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2.02亿 | 0.18% | 2,094,497 | 226,289 | 12.1% | $2,183.46万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2.02亿 | 0.18% | 278,847 | -5,003 | -1.8% | -$361.71万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2.01亿 | 0.18% | 1,211,858 | 13,491 | 1.1% | $223.63万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2.00亿 | 0.18% | 8,989,818 | 1,670,729 | 22.8% | $3,724.05万 | 加仓 |
| CSCO | CISCO SYS INC | $2.00亿 | 0.18% | 1,699,174 | -69,830 | -3.9% | -$820.22万 | 减仓 |
| GEV | GE VERNOVA INC | $1.98亿 | 0.18% | 168,443 | 16,454 | 10.8% | $1,933.12万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1.92亿 | 0.18% | 4,791,472 | 531,010 | 12.5% | $2,130.94万 | 加仓 |
| EFA | ISHARES TR | $1.87亿 | 0.17% | 1,795,591 | 43,525 | 2.5% | $452.14万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1.83亿 | 0.17% | 4,819,328 | 770,603 | 19.0% | $2,925.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.82亿 | 0.17% | 4,700,364 | 811,655 | 20.9% | $3,148.41万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.82亿 | 0.17% | 1,559,957 | -106,742 | -6.4% | -$1,245.36万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1.75亿 | 0.16% | 4,424,238 | 757,028 | 20.6% | $2,993.29万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.74亿 | 0.16% | 227,481 | 8,782 | 4.0% | $670.19万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.71亿 | 0.16% | 395,156 | 17,563 | 4.7% | $761.04万 | 加仓 |
| IXUS | ISHARES TR | $1.69亿 | 0.15% | 1,771,279 | 97,542 | 5.8% | $930.94万 | 加仓 |
| TLH | ISHARES TR | $1.67亿 | 0.15% | 1,662,099 | -444,153 | -21.1% | -$4,457.08万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.64亿 | 0.15% | 3,497,566 | 1,401,083 | 66.8% | $6,576.69万 | 加仓 |
| EFV | ISHARES TR | $1.63亿 | 0.15% | 2,126,809 | -1,788,282 | -45.7% | -$1.37亿 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1.61亿 | 0.15% | 439,364 | -37,547 | -7.9% | -$1,373.09万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1.60亿 | 0.15% | 1,090,835 | 44,338 | 4.2% | $650.17万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1.58亿 | 0.14% | 980,323 | -39,214 | -3.8% | -$633.46万 | 减仓 |
| MRK | MERCK & CO INC | $1.58亿 | 0.14% | 1,229,081 | 35,209 | 2.9% | $452.44万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1.58亿 | 0.14% | 4,206,692 | 336,243 | 8.7% | $1,261.25万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1.57亿 | 0.14% | 1,395,285 | -7,198 | -0.5% | -$81.25万 | 减仓 |
| IWB | ISHARES TR | $1.56亿 | 0.14% | 381,177 | 20,096 | 5.6% | $822.93万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1.53亿 | 0.14% | 1,195,593 | 104,453 | 9.6% | $1,334.49万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.51亿 | 0.14% | 363,796 | 14,106 | 4.0% | $586.29万 | 加仓 |
| GE | GE AEROSPACE | $1.50亿 | 0.14% | 400,583 | 16,596 | 4.3% | $620.24万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1.49亿 | 0.14% | 1,879,375 | 91,089 | 5.1% | $723.34万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.49亿 | 0.14% | 948,998 | 100,898 | 11.9% | $1,583.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.48亿 | 0.14% | 527,279 | 44,355 | 9.2% | $1,247.31万 | 加仓 |
| INTC | INTEL CORP | $1.48亿 | 0.13% | 1,058,651 | -10,065 | -0.9% | -$140.54万 | 减仓 |
| KO | COCA COLA CO | $1.48亿 | 0.13% | 1,817,627 | 45,523 | 2.6% | $369.97万 | 加仓 |
| STIP | ISHARES TR | $1.47亿 | 0.13% | 1,437,435 | 983,807 | 216.9% | $1.01亿 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.46亿 | 0.13% | 429,408 | -2,470 | -0.6% | -$84.23万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1.45亿 | 0.13% | 1,025,009 | 12,501 | 1.2% | $177.38万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1.44亿 | 0.13% | 2,687,614 | 34,887 | 1.3% | $187.03万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1.44亿 | 0.13% | 750,476 | 182,419 | 32.1% | $3,497.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.43亿 | 0.13% | 277,929 | -2,648 | -0.9% | -$136.00万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1.42亿 | 0.13% | 5,174,365 | 296,672 | 6.1% | $814.96万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1.42亿 | 0.13% | 270,981 | 9,412 | 3.6% | $491.67万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1.38亿 | 0.13% | 5,061,712 | 765,563 | 17.8% | $2,092.28万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1.38亿 | 0.13% | 1,793,272 | 88,326 | 5.2% | $677.46万 | 加仓 |
| CWB | SPDR SERIES TRUST | $1.37亿 | 0.13% | 1,274,155 | 1,152,743 | 949.4% | $1.24亿 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1.37亿 | 0.12% | 2,267,920 | 169,491 | 8.1% | $1,021.86万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1.36亿 | 0.12% | 396,398 | 4,029 | 1.0% | $138.56万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1.36亿 | 0.12% | 2,737,725 | 185,998 | 7.3% | $925.90万 | 加仓 |
| IEF | ISHARES TR | $1.36亿 | 0.12% | 1,436,190 | 20,922 | 1.5% | $197.86万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1.35亿 | 0.12% | 1,442,225 | -44,180 | -3.0% | -$414.94万 | 减仓 |
| ITOT | ISHARES TR | $1.35亿 | 0.12% | 822,853 | 19,419 | 2.4% | $319.00万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1.35亿 | 0.12% | 2,535,993 | 85,129 | 3.5% | $452.12万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $1.33亿 | 0.12% | 2,763,133 | 801,025 | 40.8% | $3,868.15万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $1.33亿 | 0.12% | 2,644,524 | 682,495 | 34.8% | $3,437.73万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1.33亿 | 0.12% | 3,088,229 | -1,109,560 | -26.4% | -$4,783.31万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.33亿 | 0.12% | 1,454,277 | 254,493 | 21.2% | $2,321.23万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.32亿 | 0.12% | 1,060,508 | 304,861 | 40.3% | $3,803.44万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1.32亿 | 0.12% | 2,908,419 | -40,863 | -1.4% | -$185.27万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.32亿 | 0.12% | 3,112,912 | 176,597 | 6.0% | $747.71万 | 加仓 |
| KLAC | KLA CORP | $1.31亿 | 0.12% | 432,819 | 8,769 | 2.1% | $264.57万 | 加仓 |
| RTX | RTX CORPORATION | $1.31亿 | 0.12% | 688,129 | 26,368 | 4.0% | $500.28万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.30亿 | 0.12% | 720,819 | 4,992 | 0.7% | $90.31万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1.30亿 | 0.12% | 819,649 | -48,290 | -5.6% | -$766.17万 | 减仓 |
| ASML | ASML HLDG NV | $1.30亿 | 0.12% | 65,360 | 3,229 | 5.2% | $642.36万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.30亿 | 0.12% | 1,441,981 | 210,166 | 17.1% | $1,893.60万 | 加仓 |
| MCD | MCDONALDS CORP | $1.29亿 | 0.12% | 478,918 | 19,651 | 4.3% | $531.19万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.28亿 | 0.12% | 4,116,304 | 224,866 | 5.8% | $699.33万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1.28亿 | 0.12% | 2,117,713 | 100,327 | 5.0% | $604.87万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.28亿 | 0.12% | 126,209 | 2,602 | 2.1% | $263.16万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1.28亿 | 0.12% | 1,294,276 | 98,070 | 8.2% | $966.87万 | 加仓 |
| HYG | ISHARES TR | $1.27亿 | 0.12% | 1,593,670 | 414,457 | 35.1% | $3,314.41万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1.27亿 | 0.12% | 249,393 | 4,162 | 1.7% | $212.04万 | 加仓 |
| MO | ALTRIA GROUP INC | $1.26亿 | 0.11% | 1,752,590 | 165,330 | 10.4% | $1,189.55万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1.26亿 | 0.11% | 678,480 | 19,608 | 3.0% | $363.20万 | 加仓 |
| ORCL | ORACLE CORP | $1.26亿 | 0.11% | 857,071 | 69,856 | 8.9% | $1,023.74万 | 加仓 |
| BAC | BANK OF AMER CORP | $1.24亿 | 0.11% | 2,184,090 | 117,910 | 5.7% | $671.85万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.24亿 | 0.11% | 3,571,303 | 27,119 | 0.8% | $94.40万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1.24亿 | 0.11% | 2,550,535 | 113,056 | 4.6% | $550.13万 | 加仓 |
| IUSG | ISHARES TR | $1.24亿 | 0.11% | 657,270 | 19,191 | 3.0% | $360.96万 | 加仓 |
| SOXX | ISHARES TR | $1.24亿 | 0.11% | 192,870 | 11,769 | 6.5% | $754.11万 | 加仓 |
| AMGN | AMGEN INC | $1.21亿 | 0.11% | 333,544 | -11,716 | -3.4% | -$424.26万 | 减仓 |
| LQD | ISHARES TR | $1.20亿 | 0.11% | 1,103,179 | 67,420 | 6.5% | $735.35万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1.20亿 | 0.11% | 1,153,632 | -4,334 | -0.4% | -$45.06万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1.19亿 | 0.11% | 2,938,701 | 895,487 | 43.8% | $3,633.89万 | 加仓 |
| NFLX | NETFLIX INC. | $1.19亿 | 0.11% | 1,670,006 | 183,132 | 12.3% | $1,307.56万 | 加仓 |
| BOND | PIMCO ETF TR | $1.19亿 | 0.11% | 1,293,060 | 179,064 | 16.1% | $1,651.15万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $1.19亿 | 0.11% | 3,382,673 | 97,490 | 3.0% | $343.55万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1.19亿 | 0.11% | 889,881 | 122,057 | 15.9% | $1,626.41万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1.18亿 | 0.11% | 4,511,435 | 579,091 | 14.7% | $1,516.06万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $1.17亿 | 0.11% | 4,212,850 | 195,039 | 4.9% | $541.04万 | 加仓 |
| IYW | ISHARES TR | $1.17亿 | 0.11% | 462,996 | -46,386 | -9.1% | -$1,169.99万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.17亿 | 0.11% | 4,208,170 | 165,945 | 4.1% | $459.67万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1.14亿 | 0.10% | 750,297 | 7,695 | 1.0% | $117.10万 | 加仓 |
| VHT | VANGUARD WORLD FD | $1.14亿 | 0.10% | 381,223 | 1,890 | 0.5% | $56.51万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1.13亿 | 0.10% | 1,679,081 | 94,735 | 6.0% | $640.22万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1.13亿 | 0.10% | 514,718 | 285 | 0.1% | $6.25万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.12亿 | 0.10% | 115,785 | 5,612 | 5.1% | $541.56万 | 加仓 |
| ETN | EATON CORP PLC | $1.11亿 | 0.10% | 261,587 | 17,610 | 7.2% | $750.40万 | 加仓 |
| IWY | ISHARES TR | $1.11亿 | 0.10% | 382,891 | 9,052 | 2.4% | $263.07万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1.11亿 | 0.10% | 2,199,869 | -60,072 | -2.7% | -$302.70万 | 减仓 |