13F 机构持仓

Cetera Investment Advisers

SCHAUMBURG IL · SEC CIK 0001666741

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1,097.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.0%
AAPL 1.9%
NVDA 1.8%
VTV 1.6%
AGG 1.6%
QQQ 1.4%
VOO 1.3%
SPY 1.3%
VTI 1.1%
MSFT 1.1%

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
TREE LENDINGTREE INC $141.19万0.00%32,926 5,81621.5% $24.94万 加仓
WDFC WD 40 CO $141.15万0.00%6,921 -893-11.4% -$18.21万 减仓
LVS LAS VEGAS SANDS CORP $141.15万0.00%26,197 -10,122-27.9% -$54.54万 减仓
— FIRST TR EXCHNG TRADED FD VI $140.88万0.00%38,999 15,50166.0% $56.00万 加仓
EVMO MORGAN STANLEY ETF TRUST $140.33万0.00%27,887 -7,765-21.8% -$39.07万 减仓
EOI EATON VANCE ENHANCED EQUITY $140.18万0.00%74,644 -11,399-13.2% -$21.41万 减仓
— ISHARES TR $139.98万0.00%30,225 -113-0.4% -$5,233 减仓
HUT HUT 8 CORP $139.94万0.00%29,832 5,40222.1% $25.34万 加仓
BKT BLACKROCK INCOME TR INC $139.91万0.00%132,363 30,89130.4% $32.65万 加仓
PALL ABRDN PALLADIUM ETF TRUST $139.82万0.00%10,379 -9,093-46.7% -$122.49万 减仓
— INVESCO QUALITY MUN INCOME T $139.76万0.00%145,278 7,4615.4% $7.18万 加仓
— FIRST TR EXCHNG TRADED FD VI $139.56万0.00%60,279 1,1612.0% $2.69万 加仓
VNOM VIPER ENERGY INC $139.42万0.00%29,669 3,35212.7% $15.75万 加仓
FR FIRST INDL RLTY TR INC $139.35万0.00%24,088 1,4506.4% $8.39万 加仓
SWX SOUTHWEST GAS HLDGS INC $139.17万0.00%16,014 1,98414.1% $17.24万 加仓
AN AUTONATION INC $138.91万0.00%7,114 -638-8.2% -$12.46万 减仓
— FIRST TR EXCHNG TRADED FD VI $138.88万0.00%64,530 -42,119-39.5% -$90.64万 减仓
— WESTERN ASSET INTER MUNI $138.77万0.00%180,685 3,2571.8% $2.50万 加仓
CBU COMMUNITY FINANCIAL SYSTEM I $138.72万0.00%23,652 2,53312.0% $14.86万 加仓
— ETFIS SER TR I $138.63万0.00%16,690 10,986192.6% $91.25万 加仓
VNT VONTIER CORPORATION $138.58万0.00%39,069 -73-0.2% -$2,589 减仓
NOK NOKIA CORP $138.34万0.00%172,068 38,84129.2% $31.23万 加仓
AGZ ISHARES TR $138.23万0.00%12,600 -5,643-30.9% -$61.91万 减仓
— AIM ETF PRODUCTS TRUST $137.98万0.00%38,541 -667-1.7% -$2.39万 减仓
EG EVEREST GROUP LTD $137.45万0.00%4,205 -116-2.7% -$3.79万 减仓
— FIRST TR EXCHNG TRADED FD VI $136.92万0.00%44,264 27,437163.1% $84.87万 加仓
— FIRST TR EXCHANGE-TRADED FD $136.86万0.00%63,042 41,290189.8% $89.64万 加仓
— PIMCO INCOME STRATEGY FD II $136.80万0.00%198,548 9,1544.8% $6.31万 加仓
SBS COMPANHIA DE SANEAMENTO BASI $136.55万0.00%44,755 -4,373-8.9% -$13.34万 减仓
REXR REXFORD INDL RLTY INC $136.16万0.00%41,602 -6,160-12.9% -$20.16万 减仓
FOX FOX CORP $136.03万0.00%25,617 6712.7% $3.56万 加仓
GL GLOBE LIFE INC $135.87万0.00%9,763 90210.2% $12.55万 加仓
MAYW AIM ETF PRODUCTS TRUST $135.55万0.00%40,112 -1,812-4.3% -$6.12万 减仓
AAP ADVANCE AUTO PARTS INC $135.53万0.00%25,692 10,65970.9% $56.23万 加仓
— INNOVATOR ETFS TRUST $135.51万0.00%36,805 -472-1.3% -$1.74万 减仓
LTC LTC PPTYS INC $135.38万0.00%36,432 2,7168.1% $10.09万 加仓
RAVI FLEXSHARES TR $135.00万0.00%17,903 -2,066-10.3% -$15.58万 减仓
UI UBIQUITI INC $134.88万0.00%1,707 29821.1% $23.55万 加仓
WSFS WSFS FINL CORP $134.65万0.00%20,570 1,2146.3% $7.95万 加仓
— NUVEEN REAL ESTATE INCOME FD $134.37万0.00%180,126 27,57918.1% $20.57万 加仓
WTAI WISDOMTREE TR $134.06万0.00%47,488 8,84622.9% $24.97万 加仓
— FIRST TR EXCHANGE-TRADED FD $134.05万0.00%79,831 12,92619.3% $21.71万 加仓
EVSD MORGAN STANLEY ETF TRUST $133.98万0.00%26,302 4,39320.1% $22.38万 加仓
SUI SUN CMNTYS INC $133.88万0.00%10,629 1991.9% $2.51万 加仓
— NUVEEN MO QUALITY MUN INCOME $133.60万0.00%126,274 17,40616.0% $18.42万 加仓
LQDH ISHARES U S ETF TR $133.44万0.00%14,451 -16,550-53.4% -$152.82万 减仓
— INNOVATOR ETFS TRUST $133.20万0.00%33,855 1,4134.4% $5.56万 加仓
— TOPBUILD COR $133.20万0.00%3,792 -202-5.1% -$7.10万 减仓
H HYATT HOTELS CORP $133.06万0.00%9,254 -2,882-23.7% -$41.44万 减仓
— INVESCO EXCH TRADED FD TR II $133.02万0.00%55,356 12,83430.2% $30.84万 加仓
NUBD NUSHARES ETF TR $132.92万0.00%59,847 -1,269-2.1% -$2.82万 减仓
SIRI SIRIUSXM HOLDINGS INC $132.92万0.00%57,591 3,7426.9% $8.64万 加仓
EPR EPR PPTYS $132.80万0.00%26,581 3,45614.9% $17.27万 加仓
FUTU FUTU HLDGS LTD $132.64万0.00%9,699 4,14274.5% $56.65万 加仓
VIV TELEFONICA BRASIL SA $132.54万0.00%83,303 -3,369-3.9% -$5.36万 减仓
EGO ELDORADO GOLD CORP NEW $132.50万0.00%38,703 -11,696-23.2% -$40.04万 减仓
INVH INVITATION HOMES INC $132.50万0.00%53,319 -7,853-12.8% -$19.51万 减仓
NUV NUVEEN MUN VALUE FD INC $132.07万0.00%146,909 21,61917.3% $19.44万 加仓
ESQ ESQUIRE FINL HLDGS INC $132.05万0.00%12,284 5444.6% $5.85万 加仓
EWA ISHARES INC $132.02万0.00%47,557 24,483106.1% $67.97万 加仓
MFG MIZUHO FINANCIAL GROUP INC $131.52万0.00%165,640 -50,790-23.5% -$40.33万 减仓
SMMD ISHARES TR $131.46万0.00%17,218 6854.1% $5.23万 加仓
— EATON VANCE SHORT DURATION D $131.43万0.00%122,950 40,78149.6% $43.60万 加仓
WFRD WEATHERFORD INTL PLC $131.36万0.00%13,888 2,78425.1% $26.33万 加仓
— INNOVATOR ETFS TRUST $131.34万0.00%48,181 23,90098.4% $65.15万 加仓
GCC WISDOMTREE TR $131.10万0.00%54,761 15,45539.3% $37.00万 加仓
ST SENSATA TECHNOLOGIES HLDG PL $130.99万0.00%37,191 5,40617.0% $19.04万 加仓
FLR FLUOR CORP $130.96万0.00%28,074 -4,576-14.0% -$21.35万 减仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $130.81万0.00%22,718 6,80142.7% $39.16万 加仓
APAM ARTISAN PARTNERS ASSET MGMT $130.70万0.00%35,917 2,1306.3% $7.75万 加仓
— AIM ETF PRODUCTS TRUST $129.82万0.00%37,793 2740.7% $9,412 加仓
ELF E L F BEAUTY INC $129.69万0.00%21,397 -799-3.6% -$4.84万 减仓
UMBF UMB FINL CORP $129.68万0.00%11,497 -498-4.2% -$5.62万 减仓
PSMO PACER FDS TR $129.58万0.00%42,941 4371.0% $1.32万 加仓
DORM DORMAN PRODS INC $129.25万0.00%12,385 -3,544-22.2% -$36.99万 减仓
UFPT UFP TECHNOLOGIES INC $129.20万0.00%6,674 -227-3.3% -$4.39万 减仓
FTS FORTIS INC $129.14万0.00%23,148 -92-0.4% -$5,133 减仓
NBTB NBT BANCORP INC $129.14万0.00%30,329 2,1697.7% $9.24万 加仓
— WISDOMTREE TR $129.03万0.00%15,577 -951-5.8% -$7.88万 减仓
ZWS ZURN ELKAY WATER SOLNS CORP $128.85万0.00%28,735 1,4185.2% $6.36万 加仓
— PGIM ETF TR $128.65万0.00%26,414 -1,941-6.8% -$9.45万 减仓
— SPROTT ETF TRUST $128.64万0.00%14,944 -2,633-15.0% -$22.66万 减仓
SII SPROTT INC $128.58万0.00%9,038 3674.2% $5.22万 加仓
— FIDELITY COVINGTON TRUST $128.46万0.00%26,465 20,980382.5% $101.84万 加仓
DSGX DESCARTES SYS GROUP INC $128.34万0.00%17,935 630.4% $4,508 加仓
KT KT CORP $127.91万0.00%59,632 37,057164.2% $79.49万 加仓
FXD FIRST TR EXCHANGE-TRADED FD $127.91万0.00%19,980 -1-0.0% -$64 减仓
— AIM ETF PRODUCTS TRUST $127.90万0.00%46,985 9,82226.4% $26.74万 加仓
BDC BELDEN INC $127.90万0.00%11,138 5,09584.3% $58.50万 加仓
— INNOVATOR ETFS TRUST $127.80万0.00%60,521 00.0% — 不变
ITRI ITRON INC $127.71万0.00%14,249 5,19357.3% $46.54万 加仓
NYT NEW YORK TIMES CO MTN BE $127.58万0.00%15,237 4,60343.3% $38.54万 加仓
RVTY REVVITY INC $127.50万0.00%14,554 5,44559.8% $47.70万 加仓
BIPC BROOKFIELD INFRASTRUCTURE CO $127.49万0.00%32,311 7,33329.4% $28.93万 加仓
GGG GRACO INC $127.48万0.00%15,060 8826.2% $7.47万 加仓
— AIM ETF PRODUCTS TRUST $127.46万0.00%52,076 52,076— $127.46万 新建仓
WTW WILLIS TOWERS WATSON PLC LTD $127.38万0.00%4,382 -470-9.7% -$13.66万 减仓
FPF FIRST TR INTER DURATN PFD & $127.22万0.00%72,161 4,6686.9% $8.23万 加仓
PRMB PRIMO BRANDS CORPORATION $127.18万0.00%67,540 -60,512-47.3% -$113.94万 减仓
CWEN CLEARWAY ENERGY INC $126.98万0.00%32,319 9,01338.7% $35.41万 加仓