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 |
|---|---|---|---|---|---|---|---|---|
| — | TAYLOR MORRISON HOME CORP | $89.34万 | 0.00% | 15,342 | 1,071 | 7.5% | $6.24万 | 加仓 |
| XBB | BONDBLOXX ETF TRUST | $89.33万 | 0.00% | 21,953 | 260 | 1.2% | $1.06万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $89.30万 | 0.00% | 13,110 | -11,500 | -46.7% | -$78.34万 | 减仓 |
| CXT | CRANE NXT CO | $89.22万 | 0.00% | 21,982 | -3,529 | -13.8% | -$14.32万 | 减仓 |
| — | LATTICE STRATEGIES TR | $89.16万 | 0.00% | 28,753 | 3,033 | 11.8% | $9.40万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $89.12万 | 0.00% | 37,336 | -1,526 | -3.9% | -$3.64万 | 减仓 |
| — | GLOBAL X FDS | $88.96万 | 0.00% | 33,238 | 9,643 | 40.9% | $25.81万 | 加仓 |
| SMTC | SEMTECH CORP | $88.95万 | 0.00% | 11,569 | -168 | -1.4% | -$1.29万 | 减仓 |
| — | LOANDEPOT INC | $88.88万 | 0.00% | 625,898 | -34,194 | -5.2% | -$4.86万 | 减仓 |
| IBTQ | ISHARES TR | $88.82万 | 0.00% | 35,101 | 35,101 | — | $88.82万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $88.65万 | 0.00% | 8,048 | 671 | 9.1% | $7.39万 | 加仓 |
| TTEQ | T ROWE PRICE ETF INC | $88.17万 | 0.00% | 29,142 | 3,384 | 13.1% | $10.24万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $88.17万 | 0.00% | 24,816 | 3,814 | 18.2% | $13.55万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $88.02万 | 0.00% | 43,255 | -9,915 | -18.6% | -$20.18万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $87.96万 | 0.00% | 14,771 | -1,356 | -8.4% | -$8.08万 | 减仓 |
| KIE | SPDR SERIES TRUST | $87.96万 | 0.00% | 15,992 | -804 | -4.8% | -$4.42万 | 减仓 |
| MSA | MSA SAFETY INC | $87.93万 | 0.00% | 5,363 | 267 | 5.2% | $4.38万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $87.83万 | 0.00% | 7,665 | 4,494 | 141.7% | $51.50万 | 加仓 |
| DGRS | WISDOMTREE TR | $87.35万 | 0.00% | 16,494 | -3,627 | -18.0% | -$19.21万 | 减仓 |
| TU | TELUS CORPORATION | $87.32万 | 0.00% | 68,138 | 14,440 | 26.9% | $18.51万 | 加仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $87.18万 | 0.00% | 12,919 | -1,795 | -12.2% | -$12.11万 | 减仓 |
| — | GLOBAL X FDS | $87.01万 | 0.00% | 41,355 | 3,780 | 10.1% | $7.95万 | 加仓 |
| — | SPDR SERIES TRUST | $86.88万 | 0.00% | 10,157 | 6,839 | 206.1% | $58.50万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $86.72万 | 0.00% | 17,146 | -3,801 | -18.1% | -$19.23万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $86.59万 | 0.00% | 21,826 | 847 | 4.0% | $3.36万 | 加仓 |
| — | ULTIMUS MANAGERS TR | $86.54万 | 0.00% | 30,819 | 30,819 | — | $86.54万 | 新建仓 |
| UNFI | UNITED NAT FOODS INC | $86.54万 | 0.00% | 19,206 | 5,586 | 41.0% | $25.17万 | 加仓 |
| EMBD | GLOBAL X FDS | $86.42万 | 0.00% | 36,885 | 7,886 | 27.2% | $18.48万 | 加仓 |
| PATK | PATRICK INDS INC | $86.36万 | 0.00% | 7,776 | -2,915 | -27.3% | -$32.37万 | 减仓 |
| — | RBB FD INC | $86.24万 | 0.00% | 21,093 | 3,650 | 20.9% | $14.92万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $86.16万 | 0.00% | 29,710 | -443 | -1.5% | -$1.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $86.14万 | 0.00% | 32,443 | -18,136 | -35.9% | -$48.15万 | 减仓 |
| TFIN | TRIUMPH FINANCIAL INC | $86.05万 | 0.00% | 14,423 | 652 | 4.7% | $3.89万 | 加仓 |
| AZZ | AZZ INC | $85.88万 | 0.00% | 6,863 | -17 | -0.2% | -$2,127 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $85.82万 | 0.00% | 7,493 | 1,330 | 21.6% | $15.23万 | 加仓 |
| — | GLOBAL X FDS | $85.81万 | 0.00% | 33,350 | -15,640 | -31.9% | -$40.24万 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $85.79万 | 0.00% | 26,979 | 8,352 | 44.8% | $26.56万 | 加仓 |
| WING | WINGSTOP INC | $85.47万 | 0.00% | 5,515 | -528 | -8.7% | -$8.18万 | 减仓 |
| MTN | VAIL RESORTS INC | $85.42万 | 0.00% | 6,657 | 514 | 8.4% | $6.60万 | 加仓 |
| HRB | BLOCK H & R INC | $85.38万 | 0.00% | 26,901 | -3,255 | -10.8% | -$10.33万 | 减仓 |
| MORN | MORNINGSTAR INC | $85.29万 | 0.00% | 5,045 | -819 | -14.0% | -$13.85万 | 减仓 |
| — | PUTNAM ETF TRUST | $85.13万 | 0.00% | 36,395 | 3,747 | 11.5% | $8.76万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $85.04万 | 0.00% | 12,003 | 900 | 8.1% | $6.38万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $85.03万 | 0.00% | 4,259 | 924 | 27.7% | $18.45万 | 加仓 |
| KBR | KBR INC | $84.95万 | 0.00% | 23,046 | 2,754 | 13.6% | $10.15万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $84.92万 | 0.00% | 21,559 | -1,286 | -5.6% | -$5.07万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $84.92万 | 0.00% | 15,027 | 8,685 | 136.9% | $49.08万 | 加仓 |
| DAVE | DAVE INC | $84.90万 | 0.00% | 4,877 | 1,084 | 28.6% | $18.87万 | 加仓 |
| GLNG | GOLAR LNG LTD | $84.76万 | 0.00% | 15,665 | 15,665 | — | $84.76万 | 新建仓 |
| — | PROSHARES TR | $84.73万 | 0.00% | 15,925 | -3,378 | -17.5% | -$17.97万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $84.70万 | 0.00% | 11,280 | 424 | 3.9% | $3.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $84.56万 | 0.00% | 25,970 | -2,610 | -9.1% | -$8.50万 | 减仓 |
| VVR | INVESCO SR INCOME TR | $84.32万 | 0.00% | 261,849 | -66,372 | -20.2% | -$21.37万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $84.24万 | 0.00% | 17,809 | 12,715 | 249.6% | $60.14万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $84.24万 | 0.00% | 9,908 | -1,272 | -11.4% | -$10.81万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $84.19万 | 0.00% | 28,763 | 28,763 | — | $84.19万 | 新建仓 |
| OR | OR ROYALTIES INC. | $84.15万 | 0.00% | 22,160 | 2,036 | 10.1% | $7.73万 | 加仓 |
| PLAB | PHOTRONICS INC | $84.13万 | 0.00% | 20,818 | 2,929 | 16.4% | $11.84万 | 加仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $84.12万 | 0.00% | 37,253 | 14,103 | 60.9% | $31.84万 | 加仓 |
| — | GLOBAL X FDS | $84.02万 | 0.00% | 32,900 | 1,200 | 3.8% | $3.06万 | 加仓 |
| — | CION INVT CORP | $83.96万 | 0.00% | 122,748 | -19,319 | -13.6% | -$13.21万 | 减仓 |
| STOT | SSGA ACTIVE TR | $83.88万 | 0.00% | 17,798 | 1,232 | 7.4% | $5.81万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $83.83万 | 0.00% | 22,199 | 7,153 | 47.5% | $27.01万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $83.57万 | 0.00% | 26,413 | 1,635 | 6.6% | $5.17万 | 加仓 |
| — | TASEKO MINES LTD | $83.44万 | 0.00% | 129,371 | 74,415 | 135.4% | $48.00万 | 加仓 |
| HP | HELMERICH & PAYNE INC | $83.29万 | 0.00% | 23,118 | 762 | 3.4% | $2.75万 | 加仓 |
| PFFV | GLOBAL X FDS | $83.11万 | 0.00% | 38,074 | -5,159 | -11.9% | -$11.26万 | 减仓 |
| PLUS | EPLUS INC | $83.09万 | 0.00% | 11,042 | 518 | 4.9% | $3.90万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $82.84万 | 0.00% | 23,771 | -172 | -0.7% | -$5,994 | 减仓 |
| IX | ORIX CORP | $82.82万 | 0.00% | 27,615 | 12,931 | 88.1% | $38.78万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $82.75万 | 0.00% | 27,696 | 1,185 | 4.5% | $3.54万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $82.67万 | 0.00% | 72,260 | -10,182 | -12.4% | -$11.65万 | 减仓 |
| PSEC | PROSPECT CAP CORP | $82.66万 | 0.00% | 316,704 | 61,182 | 23.9% | $15.97万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $82.65万 | 0.00% | 24,346 | 6,013 | 32.8% | $20.41万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $82.60万 | 0.00% | 22,918 | -1,788 | -7.2% | -$6.44万 | 减仓 |
| PEO | ADAM NAT RES FD INC | $82.49万 | 0.00% | 29,673 | 2,663 | 9.9% | $7.40万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $82.31万 | 0.00% | 28,014 | 5,842 | 26.3% | $17.16万 | 加仓 |
| MMT | MFS MULTIMARKET INCOME TR | $82.29万 | 0.00% | 178,117 | 76,756 | 75.7% | $35.46万 | 加仓 |
| ARGT | GLOBAL X FDS | $82.28万 | 0.00% | 8,817 | 135 | 1.6% | $1.26万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $82.18万 | 0.00% | 33,476 | 3,766 | 12.7% | $9.25万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $82.04万 | 0.00% | 31,554 | -6,492 | -17.1% | -$16.88万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $81.78万 | 0.00% | 34,618 | 11,142 | 47.5% | $26.32万 | 加仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $81.77万 | 0.00% | 56,395 | 1,487 | 2.7% | $2.16万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $81.74万 | 0.00% | 93,207 | 12,043 | 14.8% | $10.56万 | 加仓 |
| CATH | GLOBAL X FDS | $81.71万 | 0.00% | 10,456 | 2,597 | 33.0% | $20.30万 | 加仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $81.71万 | 0.00% | 52,176 | 35 | 0.1% | $548 | 加仓 |
| BLSH | BULLISH | $81.55万 | 0.00% | 22,825 | 2,884 | 14.5% | $10.30万 | 加仓 |
| — | ISHARES TR | $81.55万 | 0.00% | 27,238 | 5,699 | 26.5% | $17.06万 | 加仓 |
| ATRO | ASTRONICS CORP | $81.32万 | 0.00% | 12,186 | 1,552 | 14.6% | $10.36万 | 加仓 |
| SECR | NEW YORK LIFE INVTS ACTIVE E | $81.19万 | 0.00% | 31,652 | 12,743 | 67.4% | $32.69万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $81.15万 | 0.00% | 61,620 | -14,968 | -19.5% | -$19.71万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $81.12万 | 0.00% | 15,843 | 2,871 | 22.1% | $14.70万 | 加仓 |
| MTRN | MATERION CORP | $81.02万 | 0.00% | 5,601 | -70 | -1.2% | -$1.01万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $80.98万 | 0.00% | 2,449 | -1,882 | -43.5% | -$62.23万 | 减仓 |
| ABVX | ABIVAX SA | $80.84万 | 0.00% | 7,260 | 552 | 8.2% | $6.15万 | 加仓 |
| TTAN | SERVICETITAN INC | $80.77万 | 0.00% | 12,728 | -2,058 | -13.9% | -$13.06万 | 减仓 |
| EWL | ISHARES INC | $80.68万 | 0.00% | 13,719 | 228 | 1.7% | $1.34万 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $80.19万 | 0.00% | 15,217 | 2,155 | 16.5% | $11.36万 | 加仓 |
| DKL | DELEK LOGISTICS PARTNERS LP | $80.13万 | 0.00% | 16,104 | -4,945 | -23.5% | -$24.61万 | 减仓 |
| USAR | USA RARE EARTH INC | $80.06万 | 0.00% | 52,895 | 22,854 | 76.1% | $34.59万 | 加仓 |