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 |
|---|---|---|---|---|---|---|---|---|
| LVHI | LEGG MASON ETF INVT | $6,961.33万 | 0.06% | 1,715,248 | 210,975 | 14.0% | $856.24万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $6,957.59万 | 0.06% | 1,580,192 | 206,569 | 15.0% | $909.52万 | 加仓 |
| UNP | UNION PAC CORP | $6,903.85万 | 0.06% | 253,818 | 32,437 | 14.7% | $882.29万 | 加仓 |
| BLK | BLACKROCK INC | $6,878.84万 | 0.06% | 71,539 | -1,267 | -1.7% | -$121.83万 | 减仓 |
| APH | AMPHENOL CORP | $6,861.37万 | 0.06% | 389,155 | 52,288 | 15.5% | $921.91万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $6,848.43万 | 0.06% | 2,661,653 | 174,498 | 7.0% | $448.98万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $6,844.81万 | 0.06% | 2,303,098 | 177,408 | 8.3% | $527.26万 | 加仓 |
| IGSB | ISHARES TR | $6,828.82万 | 0.06% | 1,302,960 | -64,059 | -4.7% | -$335.73万 | 减仓 |
| IFRA | ISHARES TR | $6,803.44万 | 0.06% | 1,079,225 | 3,024 | 0.3% | $19.06万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $6,796.00万 | 0.06% | 2,621,913 | 25,191 | 1.0% | $65.30万 | 加仓 |
| PYLD | PIMCO ETF TR | $6,763.58万 | 0.06% | 2,550,369 | 601,376 | 30.9% | $1,594.85万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $6,672.73万 | 0.06% | 1,623,535 | 115,343 | 7.6% | $474.06万 | 加仓 |
| IDV | ISHARES TR | $6,650.11万 | 0.06% | 1,605,145 | 151,712 | 10.4% | $628.54万 | 加仓 |
| USIG | ISHARES TR | $6,647.31万 | 0.06% | 1,296,025 | 173,252 | 15.4% | $888.61万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $6,637.34万 | 0.06% | 675,900 | 38,714 | 6.1% | $380.17万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $6,602.26万 | 0.06% | 914,948 | -19,146 | -2.0% | -$138.16万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $6,584.55万 | 0.06% | 638,657 | 14,642 | 2.3% | $150.96万 | 加仓 |
| PTLC | PACER FDS TR | $6,557.22万 | 0.06% | 1,125,510 | -327,076 | -22.5% | -$1,905.54万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $6,549.85万 | 0.06% | 2,048,749 | 67,797 | 3.4% | $216.75万 | 加仓 |
| LIN | LINDE PLC | $6,543.88万 | 0.06% | 126,101 | 3,797 | 3.1% | $197.04万 | 加仓 |
| GCOW | PACER FDS TR | $6,530.46万 | 0.06% | 1,508,189 | 25,878 | 1.7% | $112.05万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $6,517.02万 | 0.06% | 151,045 | -23,038 | -13.2% | -$994.00万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $6,512.66万 | 0.06% | 368,675 | 16,148 | 4.6% | $285.25万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $6,480.27万 | 0.06% | 659,569 | 7,822 | 1.2% | $76.85万 | 加仓 |
| WTV | WISDOMTREE TR | $6,479.60万 | 0.06% | 637,003 | 111,595 | 21.2% | $1,135.14万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $6,473.42万 | 0.06% | 211,342 | 5,202 | 2.5% | $159.34万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $6,443.45万 | 0.06% | 1,273,913 | 122,308 | 10.6% | $618.63万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $6,398.40万 | 0.06% | 2,253,751 | 190,417 | 9.2% | $540.59万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $6,398.36万 | 0.06% | 1,478,365 | 45,876 | 3.2% | $198.55万 | 加仓 |
| IWV | ISHARES TR | $6,347.99万 | 0.06% | 148,874 | -368 | -0.2% | -$15.69万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $6,345.33万 | 0.06% | 3,042,593 | 291,625 | 10.6% | $608.18万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $6,344.67万 | 0.06% | 540,985 | -52,685 | -8.9% | -$617.89万 | 减仓 |
| PSFF | PACER FDS TR | $6,332.10万 | 0.06% | 1,845,554 | 44,161 | 2.5% | $151.52万 | 加仓 |
| CRM | SALESFORCE INC | $6,281.74万 | 0.06% | 400,979 | 31,774 | 8.6% | $497.77万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $6,236.85万 | 0.06% | 88,675 | -692 | -0.8% | -$48.67万 | 减仓 |
| IGIB | ISHARES TR | $6,206.85万 | 0.06% | 1,167,359 | 49,175 | 4.4% | $261.46万 | 加仓 |
| VDC | VANGUARD WORLD FD | $6,179.67万 | 0.06% | 274,055 | 6,054 | 2.3% | $136.51万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $6,177.90万 | 0.06% | 250,920 | -11,128 | -4.2% | -$273.98万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $6,173.82万 | 0.06% | 518,242 | 44,190 | 9.3% | $526.44万 | 加仓 |
| IEUR | ISHARES TR | $6,160.35万 | 0.06% | 819,522 | -120,669 | -12.8% | -$907.07万 | 减仓 |
| LMUB | ISHARES TR | $6,137.65万 | 0.06% | 1,198,291 | 67,416 | 6.0% | $345.30万 | 加仓 |
| SLV | ISHARES SILVER TR | $6,127.20万 | 0.06% | 1,145,914 | -164,386 | -12.5% | -$878.97万 | 减仓 |
| CMI | CUMMINS INC | $6,120.34万 | 0.06% | 85,815 | -513 | -0.6% | -$36.59万 | 减仓 |
| NOBL | PROSHARES TR | $6,106.02万 | 0.06% | 1,087,255 | -59,075 | -5.2% | -$331.77万 | 减仓 |
| CB | CHUBB LIMITED | $6,096.35万 | 0.06% | 178,914 | 4,151 | 2.4% | $141.44万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $6,086.66万 | 0.06% | 1,300,292 | 36,205 | 2.9% | $169.48万 | 加仓 |
| WMB | WILLIAMS COS INC | $6,082.42万 | 0.06% | 818,190 | 49,457 | 6.4% | $367.66万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $6,070.93万 | 0.06% | 246,565 | 4,673 | 1.9% | $115.06万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $6,066.73万 | 0.06% | 1,770,275 | 177,911 | 11.2% | $609.70万 | 加仓 |
| EMXC | ISHARES INC | $6,062.27万 | 0.06% | 592,596 | 120,515 | 25.5% | $1,232.87万 | 加仓 |
| MGV | VANGUARD WORLD FD | $6,038.52万 | 0.06% | 369,442 | 27,394 | 8.0% | $447.75万 | 加仓 |
| NLR | VANECK ETF TRUST | $5,991.39万 | 0.05% | 516,587 | 45,604 | 9.7% | $528.92万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $5,950.07万 | 0.05% | 553,491 | 6,814 | 1.2% | $73.25万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $5,938.32万 | 0.05% | 1,978,779 | 44,778 | 2.3% | $134.38万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $5,918.54万 | 0.05% | 409,275 | 14,697 | 3.7% | $212.53万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $5,862.09万 | 0.05% | 1,007,231 | -65 | -0.0% | -$3,783 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $5,859.08万 | 0.05% | 3,276,892 | 312,406 | 10.5% | $558.58万 | 加仓 |
| DIS | DISNEY WALT CO | $5,848.83万 | 0.05% | 607,671 | 1,235 | 0.2% | $11.89万 | 加仓 |
| SHV | ISHARES TR | $5,835.28万 | 0.05% | 528,797 | -33,941 | -6.0% | -$374.54万 | 减仓 |
| PLD | PROLOGIS INC. | $5,824.52万 | 0.05% | 429,949 | 46,079 | 12.0% | $624.23万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $5,782.63万 | 0.05% | 626,708 | 6,124 | 1.0% | $56.51万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $5,770.56万 | 0.05% | 1,034,707 | 3,489 | 0.3% | $19.46万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $5,761.11万 | 0.05% | 703,089 | 41,723 | 6.3% | $341.88万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $5,758.11万 | 0.05% | 1,146,348 | 54,301 | 5.0% | $272.75万 | 加仓 |
| IWN | ISHARES TR | $5,728.80万 | 0.05% | 258,987 | 8,424 | 3.4% | $186.34万 | 加仓 |
| SYK | STRYKER CORPORATION | $5,705.62万 | 0.05% | 181,223 | 29,546 | 19.5% | $930.23万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $5,676.34万 | 0.05% | 1,534,056 | 43,869 | 2.9% | $162.32万 | 加仓 |
| VFH | VANGUARD WORLD FD | $5,659.22万 | 0.05% | 430,033 | 12,429 | 3.0% | $163.57万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $5,657.83万 | 0.05% | 1,207,956 | -75,269 | -5.9% | -$352.55万 | 减仓 |
| PWR | QUANTA SVCS INC | $5,655.66万 | 0.05% | 78,546 | 4,412 | 6.0% | $317.68万 | 加仓 |
| ADI | ANALOG DEVICES INC | $5,643.18万 | 0.05% | 142,085 | 4,048 | 2.9% | $160.77万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $5,623.66万 | 0.05% | 619,756 | 6,446 | 1.1% | $58.49万 | 加仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $5,614.43万 | 0.05% | 750,191 | 240,897 | 47.3% | $1,802.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,593.17万 | 0.05% | 679,277 | 39,208 | 6.1% | $322.84万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $5,590.76万 | 0.05% | 1,277,888 | 24,124 | 1.9% | $105.54万 | 加仓 |
| GARP | ISHARES TR | $5,571.81万 | 0.05% | 674,962 | 62,398 | 10.2% | $515.10万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $5,556.13万 | 0.05% | 483,646 | -6,143 | -1.3% | -$70.57万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $5,549.23万 | 0.05% | 2,278,943 | 225,475 | 11.0% | $549.03万 | 加仓 |
| FIX | COMFORT SYS USA INC | $5,537.61万 | 0.05% | 27,940 | -6 | -0.0% | -$1.19万 | 减仓 |
| BX | BLACKSTONE INC | $5,530.17万 | 0.05% | 469,974 | 42,155 | 9.9% | $496.04万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,513.58万 | 0.05% | 109,972 | 2,183 | 2.0% | $109.45万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $5,486.90万 | 0.05% | 154,892 | 4,132 | 2.7% | $146.37万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $5,480.79万 | 0.05% | 307,492 | 28,092 | 10.1% | $500.72万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $5,480.23万 | 0.05% | 702,324 | 21,569 | 3.2% | $168.30万 | 加仓 |
| GDX | VANECK ETF TRUST | $5,478.94万 | 0.05% | 726,169 | 794 | 0.1% | $5.99万 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $5,367.06万 | 0.05% | 1,223,960 | 161,175 | 15.2% | $706.75万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $5,359.59万 | 0.05% | 1,548,121 | 87,651 | 6.0% | $303.45万 | 加仓 |
| EPS | WISDOMTREE TR | $5,345.18万 | 0.05% | 687,129 | 27,107 | 4.1% | $210.87万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $5,335.48万 | 0.05% | 1,056,529 | -15,330 | -1.4% | -$77.42万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $5,320.58万 | 0.05% | 578,611 | 68,510 | 13.4% | $629.98万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $5,248.09万 | 0.05% | 971,329 | 22,444 | 2.4% | $121.26万 | 加仓 |
| COP | CONOCOPHILLIPS | $5,233.93万 | 0.05% | 503,456 | -3,014 | -0.6% | -$31.33万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $5,231.02万 | 0.05% | 1,418,775 | 133,205 | 10.4% | $491.13万 | 加仓 |
| OUSM | ALPS ETF TR | $5,223.59万 | 0.05% | 1,099,240 | 57,138 | 5.5% | $271.52万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,220.39万 | 0.05% | 413,202 | 8,405 | 2.1% | $106.19万 | 加仓 |
| WELL | WELLTOWER INC | $5,172.72万 | 0.05% | 227,903 | 24,400 | 12.0% | $553.81万 | 加仓 |
| FLOT | ISHARES TR | $5,165.47万 | 0.05% | 1,011,845 | -74,439 | -6.9% | -$380.01万 | 减仓 |
| SHY | ISHARES TR | $5,145.71万 | 0.05% | 626,684 | 13,224 | 2.2% | $108.58万 | 加仓 |
| VLO | VALERO ENERGY CORP | $5,145.43万 | 0.05% | 197,566 | 8,389 | 4.4% | $218.48万 | 加仓 |
| RAAX | VANECK ETF TRUST | $5,108.93万 | 0.05% | 1,287,857 | 224,461 | 21.1% | $890.44万 | 加仓 |