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 |
|---|---|---|---|---|---|---|---|---|
| EFAV | ISHARES TR | $3,260.81万 | 0.03% | 356,879 | 8,781 | 2.5% | $80.23万 | 加仓 |
| DDWM | WISDOMTREE TR | $3,257.89万 | 0.03% | 738,583 | 29,366 | 4.1% | $129.53万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3,243.35万 | 0.03% | 72,633 | -2,380 | -3.2% | -$106.28万 | 减仓 |
| BN | BROOKFIELD CORP | $3,230.61万 | 0.03% | 799,536 | 127,268 | 18.9% | $514.24万 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $3,229.56万 | 0.03% | 435,532 | 5,722 | 1.3% | $42.43万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $3,227.73万 | 0.03% | 441,308 | -27,072 | -5.8% | -$198.00万 | 减仓 |
| SMMU | PIMCO ETF TR | $3,227.50万 | 0.03% | 639,743 | -55,882 | -8.0% | -$281.92万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $3,210.79万 | 0.03% | 98,168 | 4,316 | 4.6% | $141.16万 | 加仓 |
| SYY | SYSCO CORP | $3,193.64万 | 0.03% | 447,728 | -8,836 | -1.9% | -$63.03万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $3,187.69万 | 0.03% | 345,175 | 1,685 | 0.5% | $15.56万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $3,180.62万 | 0.03% | 329,700 | 75,582 | 29.7% | $729.14万 | 加仓 |
| TTE | TOTALENERGIES SE | $3,166.18万 | 0.03% | 342,564 | 34,211 | 11.1% | $316.20万 | 加仓 |
| SPGI | S&P GLOBAL INC | $3,154.39万 | 0.03% | 74,162 | -7,711 | -9.4% | -$327.98万 | 减仓 |
| TLTW | ISHARES TR | $3,129.08万 | 0.03% | 1,383,323 | 215,475 | 18.5% | $487.40万 | 加仓 |
| VIS | VANGUARD WORLD FD | $3,121.44万 | 0.03% | 99,976 | -4,568 | -4.4% | -$142.62万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $3,119.31万 | 0.03% | 631,312 | 18,393 | 3.0% | $90.88万 | 加仓 |
| NVS | NOVARTIS AG | $3,101.52万 | 0.03% | 203,045 | 24,096 | 13.5% | $368.07万 | 加仓 |
| IPAC | ISHARES TR | $3,087.17万 | 0.03% | 403,499 | 4,316 | 1.1% | $33.02万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $3,081.22万 | 0.03% | 753,355 | 71,091 | 10.4% | $290.76万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $3,066.76万 | 0.03% | 608,364 | 345,511 | 131.4% | $1,741.72万 | 加仓 |
| MMM | 3M CO | $3,059.44万 | 0.03% | 210,662 | -33,542 | -13.7% | -$487.13万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $3,044.73万 | 0.03% | 587,388 | 139,931 | 31.3% | $725.33万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3,040.71万 | 0.03% | 112,415 | 17,861 | 18.9% | $483.12万 | 加仓 |
| JNK | SPDR SERIES TRUST | $3,037.06万 | 0.03% | 317,286 | -10,091 | -3.1% | -$96.59万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $3,036.73万 | 0.03% | 292,669 | 114,149 | 63.9% | $1,184.41万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $3,036.46万 | 0.03% | 208,276 | -13,821 | -6.2% | -$201.50万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3,012.83万 | 0.03% | 73,900 | 1,394 | 1.9% | $56.83万 | 加仓 |
| DEM | WISDOMTREE TR | $3,008.52万 | 0.03% | 605,458 | 1,001 | 0.2% | $4.97万 | 加仓 |
| DIVB | ISHARES TR | $2,997.57万 | 0.03% | 555,621 | 35,004 | 6.7% | $188.85万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2,977.11万 | 0.03% | 257,158 | 27,685 | 12.1% | $320.51万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,970.59万 | 0.03% | 473,400 | 23,257 | 5.2% | $145.94万 | 加仓 |
| IJS | ISHARES TR | $2,965.81万 | 0.03% | 250,385 | 22,513 | 9.9% | $266.67万 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $2,963.67万 | 0.03% | 1,399,940 | 310,804 | 28.5% | $657.97万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $2,953.35万 | 0.03% | 1,396,384 | 116,356 | 9.1% | $246.09万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2,952.87万 | 0.03% | 961,269 | 332,899 | 53.0% | $1,022.62万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $2,951.92万 | 0.03% | 741,503 | 5,905 | 0.8% | $23.51万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,948.58万 | 0.03% | 225,168 | 13,874 | 6.6% | $181.68万 | 加仓 |
| SLB | SLB LIMITED | $2,946.14万 | 0.03% | 573,290 | 180,216 | 45.8% | $926.13万 | 加仓 |
| COR | CENCORA INC | $2,941.19万 | 0.03% | 93,627 | 11,860 | 14.5% | $372.57万 | 加仓 |
| NTSX | WISDOMTREE TR | $2,940.00万 | 0.03% | 563,758 | 1,815 | 0.3% | $9.47万 | 加仓 |
| IJT | ISHARES TR | $2,938.01万 | 0.03% | 203,028 | 31,251 | 18.2% | $452.23万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,926.94万 | 0.03% | 312,240 | 4,533 | 1.5% | $42.49万 | 加仓 |
| DHR | DANAHER CORP DEL | $2,924.15万 | 0.03% | 154,227 | -8,553 | -5.3% | -$162.17万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $2,922.50万 | 0.03% | 1,708,064 | 110,655 | 6.9% | $189.33万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,917.32万 | 0.03% | 98,852 | 4,702 | 5.0% | $138.77万 | 加仓 |
| CME | CME GROUP INC | $2,917.16万 | 0.03% | 98,770 | 17,164 | 21.0% | $506.94万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $2,912.65万 | 0.03% | 1,256,808 | 58,296 | 4.9% | $135.10万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,907.13万 | 0.03% | 855,795 | -31,166 | -3.5% | -$105.87万 | 减仓 |
| VST | VISTRA CORP | $2,896.76万 | 0.03% | 192,694 | -33,167 | -14.7% | -$498.60万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $2,893.93万 | 0.03% | 125,572 | 11,872 | 10.4% | $273.60万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $2,869.10万 | 0.03% | 1,151,786 | 235,790 | 25.7% | $587.35万 | 加仓 |
| ALL | ALLSTATE CORP | $2,867.98万 | 0.03% | 138,323 | 26,501 | 23.7% | $549.47万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2,857.22万 | 0.03% | 174,083 | -39,927 | -18.7% | -$655.32万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,857.21万 | 0.03% | 68,561 | -9,589 | -12.3% | -$399.61万 | 减仓 |
| URI | UNITED RENTALS INC | $2,856.73万 | 0.03% | 39,211 | 87 | 0.2% | $6.34万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,840.07万 | 0.03% | 97,014 | 16,058 | 19.8% | $470.10万 | 加仓 |
| BP | BP PLC | $2,823.29万 | 0.03% | 600,701 | 91,250 | 17.9% | $428.88万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $2,809.35万 | 0.03% | 289,684 | 34,676 | 13.6% | $336.29万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $2,806.50万 | 0.03% | 383,821 | 8,416 | 2.2% | $61.54万 | 加仓 |
| ETR | ENTERGY CORP NEW | $2,794.28万 | 0.03% | 248,690 | -22,647 | -8.3% | -$254.46万 | 减仓 |
| APP | APPLOVIN CORP | $2,793.66万 | 0.03% | 70,193 | -4,352 | -5.8% | -$173.21万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $2,791.20万 | 0.03% | 847,101 | 10,905 | 1.3% | $35.93万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $2,789.38万 | 0.03% | 278,409 | 63,410 | 29.5% | $635.30万 | 加仓 |
| AMLP | ALPS ETF TR | $2,766.94万 | 0.03% | 525,634 | 33,607 | 6.8% | $176.91万 | 加仓 |
| VLUE | ISHARES TR | $2,764.66万 | 0.03% | 194,434 | 90,872 | 87.7% | $1,292.11万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $2,743.09万 | 0.03% | 513,728 | -33,846 | -6.2% | -$180.72万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $2,739.70万 | 0.03% | 827,453 | 255,218 | 44.6% | $845.03万 | 加仓 |
| ICOW | PACER FDS TR | $2,729.37万 | 0.03% | 643,112 | -51,549 | -7.4% | -$218.77万 | 减仓 |
| CLIP | GLOBAL X FDS | $2,721.98万 | 0.03% | 271,222 | 203,166 | 298.5% | $2,038.97万 | 加仓 |
| CSX | CSX CORP | $2,705.19万 | 0.03% | 658,998 | 29,760 | 4.7% | $122.16万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $2,703.95万 | 0.03% | 1,176,652 | 472,183 | 67.0% | $1,085.08万 | 加仓 |
| BILS | SPDR SERIES TRUST | $2,665.68万 | 0.03% | 268,069 | -35,651 | -11.7% | -$354.51万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,663.75万 | 0.03% | 1,001,032 | -147,175 | -12.8% | -$391.63万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $2,659.43万 | 0.03% | 892,128 | 99,802 | 12.6% | $297.51万 | 加仓 |
| IRM | IRON MTN INC DEL | $2,656.03万 | 0.03% | 260,039 | 11,442 | 4.6% | $116.87万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $2,650.44万 | 0.03% | 1,008,923 | 181,228 | 21.9% | $476.09万 | 加仓 |
| SPYI | NEOS ETF TRUST | $2,650.25万 | 0.03% | 536,814 | 143,956 | 36.6% | $710.71万 | 加仓 |
| GWW | WW GRAINGER INC | $2,640.27万 | 0.03% | 24,205 | 3,485 | 16.8% | $380.14万 | 加仓 |
| SYSB | ISHARES TR | $2,640.12万 | 0.03% | 296,642 | 39,054 | 15.2% | $347.58万 | 加仓 |
| HYS | PIMCO ETF TR | $2,636.47万 | 0.03% | 282,670 | 601 | 0.2% | $5.61万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $2,634.58万 | 0.03% | 583,130 | -160,279 | -21.6% | -$724.14万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $2,599.77万 | 0.03% | 989,257 | 288,245 | 41.1% | $757.51万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $2,599.51万 | 0.03% | 581,286 | -22,884 | -3.8% | -$102.34万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $2,596.06万 | 0.03% | 63,743 | 13,180 | 26.1% | $536.78万 | 加仓 |
| MELI | MERCADOLIBRE INC | $2,593.84万 | 0.03% | 15,002 | 2,406 | 19.1% | $416.00万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $2,592.78万 | 0.03% | 553,657 | 66,612 | 13.7% | $311.94万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2,577.91万 | 0.03% | 224,498 | -14,817 | -6.2% | -$170.14万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $2,567.60万 | 0.03% | 1,424,860 | -48,204 | -3.3% | -$86.86万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,557.82万 | 0.03% | 129,027 | -5,109 | -3.8% | -$101.28万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $2,547.26万 | 0.03% | 506,011 | 20,709 | 4.3% | $104.25万 | 加仓 |
| QLTA | ISHARES TR | $2,543.74万 | 0.03% | 534,512 | -54,819 | -9.3% | -$260.88万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $2,540.91万 | 0.03% | 198,133 | 2,319 | 1.2% | $29.74万 | 加仓 |
| RINT | RUSSELL INVTS EXCHANGE TRADE | $2,522.05万 | 0.03% | 866,125 | 84,004 | 10.7% | $244.61万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,506.44万 | 0.03% | 144,505 | 3,661 | 2.6% | $63.50万 | 加仓 |
| MPC | MARATHON PETE CORP | $2,505.80万 | 0.03% | 102,621 | 1,485 | 1.5% | $36.26万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $2,505.10万 | 0.03% | 252,836 | -20,656 | -7.6% | -$204.66万 | 减仓 |
| EAGG | ISHARES TR | $2,504.10万 | 0.03% | 526,625 | 48,017 | 10.0% | $228.32万 | 加仓 |
| ICSH | ISHARES TR | $2,503.61万 | 0.03% | 494,588 | 6,313 | 1.3% | $31.96万 | 加仓 |
| IGV | ISHARES TR | $2,496.34万 | 0.03% | 311,848 | 43,209 | 16.1% | $345.89万 | 加仓 |
| PAYX | PAYCHEX INC | $2,485.71万 | 0.03% | 269,833 | 74,805 | 38.4% | $689.10万 | 加仓 |