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 |
|---|---|---|---|---|---|---|---|---|
| SBR | SABINE RTY TR | $50.91万 | 0.00% | 6,757 | 254 | 3.9% | $1.91万 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $50.86万 | 0.00% | 13,206 | -12 | -0.1% | -$462 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $50.84万 | 0.00% | 17,392 | -3,691 | -17.5% | -$10.79万 | 减仓 |
| ASPI | ASP ISOTOPES INC | $50.75万 | 0.00% | 114,817 | 43,510 | 61.0% | $19.23万 | 加仓 |
| CNS | COHEN & STEERS INC | $50.72万 | 0.00% | 8,108 | 1,106 | 15.8% | $6.92万 | 加仓 |
| WRBY | WARBY PARKER INC | $50.66万 | 0.00% | 24,046 | 6,581 | 37.7% | $13.87万 | 加仓 |
| — | WISDOMTREE TR | $50.58万 | 0.00% | 9,418 | 9,418 | — | $50.58万 | 新建仓 |
| — | ISHARES TR | $50.56万 | 0.00% | 23,269 | 7,453 | 47.1% | $16.20万 | 加仓 |
| IRMD | IRADIMED CORP | $50.43万 | 0.00% | 5,239 | -212 | -3.9% | -$2.04万 | 减仓 |
| AS | AMER SPORTS INC | $50.42万 | 0.00% | 15,317 | 2,574 | 20.2% | $8.47万 | 加仓 |
| CRML | CRITICAL METALS CORP | $50.41万 | 0.00% | 63,492 | 42,788 | 206.7% | $33.97万 | 加仓 |
| — | INVESCO PA VALUE MUN INC TR | $50.26万 | 0.00% | 47,552 | 275 | 0.6% | $2,907 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $50.19万 | 0.00% | 34,973 | 15,828 | 82.7% | $22.71万 | 加仓 |
| ALRS | ALERUS FINL CORP | $50.18万 | 0.00% | 21,164 | -13,526 | -39.0% | -$32.07万 | 减仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $50.14万 | 0.00% | 47,710 | 140 | 0.3% | $1,471 | 加仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $50.14万 | 0.00% | 77,372 | 61,894 | 399.9% | $40.11万 | 加仓 |
| — | GLADSTONE CAP CORP | $50.12万 | 0.00% | 28,890 | -6,335 | -18.0% | -$10.99万 | 减仓 |
| SFLO | VICTORY PORTFOLIOS II | $49.89万 | 0.00% | 16,613 | 16,613 | — | $49.89万 | 新建仓 |
| TDC | TERADATA CORP DEL | $49.83万 | 0.00% | 19,441 | -5,205 | -21.1% | -$13.34万 | 减仓 |
| PPTA | PERPETUA RESOURCES CORP | $49.62万 | 0.00% | 17,646 | 1,052 | 6.3% | $2.96万 | 加仓 |
| SVM | SILVERCORP METALS INC | $49.53万 | 0.00% | 46,117 | 18,369 | 66.2% | $19.73万 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $49.52万 | 0.00% | 46,890 | -12,176 | -20.6% | -$12.86万 | 减仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $49.49万 | 0.00% | 36,470 | 653 | 1.8% | $8,861 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $49.48万 | 0.00% | 15,714 | 2,967 | 23.3% | $9.34万 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $49.46万 | 0.00% | 68,126 | 54,159 | 387.8% | $39.32万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $49.31万 | 0.00% | 37,584 | -9,899 | -20.8% | -$12.99万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $49.31万 | 0.00% | 13,185 | 13,185 | — | $49.31万 | 新建仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $49.24万 | 0.00% | 36,556 | 16,602 | 83.2% | $22.36万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $49.22万 | 0.00% | 9,646 | 3,199 | 49.6% | $16.32万 | 加仓 |
| BLBD | BLUE BIRD CORP | $49.21万 | 0.00% | 8,666 | 4,295 | 98.3% | $24.39万 | 加仓 |
| GXC | SPDR INDEX SHS FDS | $49.10万 | 0.00% | 5,272 | -161 | -3.0% | -$1.50万 | 减仓 |
| PLXS | PLEXUS CORP | $49.08万 | 0.00% | 2,423 | 161 | 7.1% | $3.26万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $48.93万 | 0.00% | 6,045 | -18,421 | -75.3% | -$149.10万 | 减仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $48.92万 | 0.00% | 42,796 | -5,186 | -10.8% | -$5.93万 | 减仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $48.88万 | 0.00% | 8,283 | 2,758 | 49.9% | $16.28万 | 加仓 |
| — | SARATOGA INVT CORP | $48.77万 | 0.00% | 22,301 | 476 | 2.2% | $1.04万 | 加仓 |
| IBND | SPDR SERIES TRUST | $48.73万 | 0.00% | 15,680 | 3,960 | 33.8% | $12.31万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $48.71万 | 0.00% | 15,105 | -287 | -1.9% | -$9,256 | 减仓 |
| FYLD | CAMBRIA ETF TR | $48.61万 | 0.00% | 13,020 | -669 | -4.9% | -$2.50万 | 减仓 |
| HDUS | LATTICE STRATEGIES TR | $48.61万 | 0.00% | 7,702 | 76 | 1.0% | $4,796 | 加仓 |
| — | SP FUNDS TRUST | $48.55万 | 0.00% | 17,218 | 17,218 | — | $48.55万 | 新建仓 |
| — | ABSOLUTE SHS TR | $48.55万 | 0.00% | 14,458 | -681 | -4.5% | -$2.29万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $48.53万 | 0.00% | 22,667 | -820 | -3.5% | -$1.76万 | 减仓 |
| CVSA | COVISTA INC | $48.50万 | 0.00% | 4,208 | -329 | -7.3% | -$3.79万 | 减仓 |
| HCKT | HACKETT GROUP INC | $48.44万 | 0.00% | 37,233 | -200 | -0.5% | -$2,602 | 减仓 |
| DEUS | DBX ETF TR | $48.34万 | 0.00% | 8,072 | -91 | -1.1% | -$5,450 | 减仓 |
| WEN | WENDYS CO | $48.29万 | 0.00% | 69,476 | -7,754 | -10.0% | -$5.39万 | 减仓 |
| FINS | ANGEL OAK FINL STRATEGIES IN | $48.10万 | 0.00% | 37,729 | -19,018 | -33.5% | -$24.25万 | 减仓 |
| — | GLOBAL X FDS | $48.01万 | 0.00% | 5,672 | 675 | 13.5% | $5.71万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $47.88万 | 0.00% | 13,857 | 3,421 | 32.8% | $11.82万 | 加仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $47.87万 | 0.00% | 28,839 | 9,014 | 45.5% | $14.96万 | 加仓 |
| — | GLOBAL X FDS | $47.85万 | 0.00% | 39,825 | 27,476 | 222.5% | $33.01万 | 重新持有 |
| — | FIRST TR EXCHANGE-TRADED FD | $47.84万 | 0.00% | 12,809 | 2,385 | 22.9% | $8.91万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $47.73万 | 0.00% | 14,225 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $47.72万 | 0.00% | 5,127 | -4,828 | -48.5% | -$44.94万 | 减仓 |
| CALX | CALIX INC | $47.71万 | 0.00% | 9,738 | 968 | 11.0% | $4.74万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $47.70万 | 0.00% | 13,552 | 4,968 | 57.9% | $17.49万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $47.69万 | 0.00% | 5,853 | 230 | 4.1% | $1.87万 | 加仓 |
| FIVN | FIVE9 INC | $47.66万 | 0.00% | 31,418 | 2,874 | 10.1% | $4.36万 | 加仓 |
| BRKR | BRUKER CORP | $47.62万 | 0.00% | 13,184 | 612 | 4.9% | $2.21万 | 加仓 |
| IXG | ISHARES TR | $47.56万 | 0.00% | 4,172 | -1,075 | -20.5% | -$12.25万 | 减仓 |
| NSP | INSPERITY INC | $47.48万 | 0.00% | 17,559 | 2,830 | 19.2% | $7.65万 | 加仓 |
| GAP | GAP INC | $47.38万 | 0.00% | 19,577 | 537 | 2.8% | $1.30万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $47.33万 | 0.00% | 24,912 | 0 | 0.0% | — | 不变 |
| OBIL | RBB FD INC | $47.32万 | 0.00% | 9,450 | 1,969 | 26.3% | $9.86万 | 加仓 |
| HELE | HELEN OF TROY LTD | $47.28万 | 0.00% | 32,787 | 2,709 | 9.0% | $3.91万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $47.26万 | 0.00% | 37,476 | -20,348 | -35.2% | -$25.66万 | 减仓 |
| EXI | ISHARES TR | $47.25万 | 0.00% | 2,610 | 45 | 1.8% | $8,146 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $47.16万 | 0.00% | 15,084 | 3,663 | 32.1% | $11.45万 | 加仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $47.08万 | 0.00% | 6,308 | 2,019 | 47.1% | $15.07万 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $47.02万 | 0.00% | 4,259 | 1,461 | 52.2% | $16.13万 | 加仓 |
| OI | O-I GLASS INC | $47.00万 | 0.00% | 44,720 | 6,027 | 15.6% | $6.33万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $46.83万 | 0.00% | 82,161 | 11,205 | 15.8% | $6.39万 | 加仓 |
| ARKX | ARK ETF TR | $46.71万 | 0.00% | 15,913 | 1,154 | 7.8% | $3.39万 | 加仓 |
| INTA | INTAPP INC | $46.64万 | 0.00% | 18,153 | -2,967 | -14.0% | -$7.62万 | 减仓 |
| MCY | MERCURY GENL CORP NEW | $46.58万 | 0.00% | 5,284 | 112 | 2.2% | $9,873 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $46.43万 | 0.00% | 24,978 | 5,271 | 26.7% | $9.80万 | 加仓 |
| — | GLOBAL X FDS | $46.33万 | 0.00% | 12,430 | 485 | 4.1% | $1.81万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $46.29万 | 0.00% | 30,256 | 10,090 | 50.0% | $15.44万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $46.28万 | 0.00% | 8,925 | -404 | -4.3% | -$2.09万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $46.24万 | 0.00% | 3,552 | 143 | 4.2% | $1.86万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $46.22万 | 0.00% | 56,575 | 90 | 0.2% | $735 | 加仓 |
| AIOT | POWERFLEET INC | $46.15万 | 0.00% | 149,829 | -49,414 | -24.8% | -$15.22万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $46.13万 | 0.00% | 14,180 | 361 | 2.6% | $1.17万 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $46.10万 | 0.00% | 34,071 | -603 | -1.7% | -$8,158 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $46.09万 | 0.00% | 48,413 | 36,083 | 292.6% | $34.35万 | 加仓 |
| S | SENTINELONE INC | $46.06万 | 0.00% | 35,763 | -246 | -0.7% | -$3,168 | 减仓 |
| SD | SANDRIDGE ENERGY INC | $45.91万 | 0.00% | 28,150 | 28,150 | — | $45.91万 | 新建仓 |
| DIOD | DIODES INC | $45.91万 | 0.00% | 6,726 | 2,433 | 56.7% | $16.61万 | 加仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $45.90万 | 0.00% | 22,871 | 1,382 | 6.4% | $2.77万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $45.90万 | 0.00% | 9,052 | 90 | 1.0% | $4,564 | 加仓 |
| GRAL | GRAIL INC | $45.85万 | 0.00% | 8,871 | -1,405 | -13.7% | -$7.26万 | 减仓 |
| PACS | PACS GROUP INC | $45.82万 | 0.00% | 14,264 | 4,247 | 42.4% | $13.64万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $45.80万 | 0.00% | 3,921 | 767 | 24.3% | $8.96万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $45.76万 | 0.00% | 29,314 | -501 | -1.7% | -$7,821 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $45.72万 | 0.00% | 97,912 | 6,576 | 7.2% | $3.07万 | 加仓 |
| — | VOYA GLBL ADV & PREM OPP FD | $45.58万 | 0.00% | 47,679 | -3,967 | -7.7% | -$3.79万 | 减仓 |
| VNET | VNET GROUP INC | $45.54万 | 0.00% | 54,277 | -3,426 | -5.9% | -$2.87万 | 减仓 |
| KVYO | KLAVIYO INC | $45.53万 | 0.00% | 23,396 | -2,162 | -8.5% | -$4.21万 | 减仓 |
| LMB | LIMBACH HLDGS INC | $45.53万 | 0.00% | 5,833 | 473 | 8.8% | $3.69万 | 加仓 |