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 |
|---|---|---|---|---|---|---|---|---|
| SGOL | ETFS GOLD TR | $2,483.88万 | 0.03% | 556,675 | -23,661 | -4.1% | -$105.58万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $2,483.43万 | 0.03% | 52,477 | 545 | 1.0% | $25.79万 | 加仓 |
| DSI | ISHARES TR | $2,466.73万 | 0.03% | 203,543 | -11,955 | -5.5% | -$144.88万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $2,463.59万 | 0.03% | 283,400 | 14,574 | 5.4% | $126.69万 | 加仓 |
| GM | GENERAL MTRS CO | $2,458.97万 | 0.03% | 330,063 | 31,390 | 10.5% | $233.86万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $2,458.56万 | 0.03% | 657,017 | -95,513 | -12.7% | -$357.41万 | 减仓 |
| DON | WISDOMTREE TR | $2,452.89万 | 0.03% | 466,862 | -82,604 | -15.0% | -$434.00万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $2,439.50万 | 0.03% | 403,640 | 3,749 | 0.9% | $22.66万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $2,406.88万 | 0.03% | 82,518 | -1,211 | -1.4% | -$35.32万 | 减仓 |
| IQDG | WISDOMTREE TR | $2,405.62万 | 0.03% | 599,309 | 5,311 | 0.9% | $21.32万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $2,402.90万 | 0.03% | 407,064 | 92,543 | 29.4% | $546.28万 | 加仓 |
| NUE | NUCOR CORP | $2,397.16万 | 0.03% | 141,760 | 1,203 | 0.9% | $20.34万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2,382.83万 | 0.03% | 816,596 | -94,620 | -10.4% | -$276.10万 | 减仓 |
| TOUS | T ROWE PRICE ETF INC | $2,367.36万 | 0.03% | 685,396 | 73,770 | 12.1% | $254.80万 | 加仓 |
| AZO | AUTOZONE INC | $2,346.48万 | 0.02% | 6,947 | -66 | -0.9% | -$22.29万 | 减仓 |
| GVI | ISHARES TR | $2,339.87万 | 0.02% | 219,335 | 10,967 | 5.3% | $117.00万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $2,338.72万 | 0.02% | 326,591 | -56,345 | -14.7% | -$403.49万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $2,338.62万 | 0.02% | 86,334 | 15,134 | 21.3% | $409.95万 | 加仓 |
| IJK | ISHARES TR | $2,331.62万 | 0.02% | 231,726 | 5,059 | 2.2% | $50.90万 | 加仓 |
| EQIX | EQUINIX INC | $2,327.09万 | 0.02% | 23,740 | -78 | -0.3% | -$7.65万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $2,324.30万 | 0.02% | 550,392 | 1,772 | 0.3% | $7.48万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $2,309.85万 | 0.02% | 80,483 | 1,254 | 1.6% | $35.99万 | 加仓 |
| PFFD | GLOBAL X FDS | $2,308.14万 | 0.02% | 1,254,426 | 182,979 | 17.1% | $336.68万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $2,294.04万 | 0.02% | 392,344 | 13,488 | 3.6% | $78.86万 | 加仓 |
| F | FORD MTR CO | $2,289.35万 | 0.02% | 1,983,852 | -30,952 | -1.5% | -$35.72万 | 减仓 |
| WPC | WP CAREY INC | $2,282.64万 | 0.02% | 335,880 | -14,034 | -4.0% | -$95.37万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $2,272.03万 | 0.02% | 575,489 | -18,147 | -3.1% | -$71.64万 | 减仓 |
| FEGE | RBB FUND TRUST | $2,263.74万 | 0.02% | 481,646 | 435,011 | 932.8% | $2,044.55万 | 加仓 |
| ISCG | ISHARES TR | $2,261.26万 | 0.02% | 412,639 | 8,629 | 2.1% | $47.29万 | 加仓 |
| KR | KROGER CO | $2,251.51万 | 0.02% | 311,154 | -66,152 | -17.5% | -$478.68万 | 减仓 |
| D | DOMINION ENERGY INC | $2,235.61万 | 0.02% | 361,632 | 34,720 | 10.6% | $214.64万 | 加仓 |
| CI | THE CIGNA GROUP | $2,225.82万 | 0.02% | 83,442 | 10,408 | 14.3% | $277.63万 | 加仓 |
| IWX | ISHARES TR | $2,217.72万 | 0.02% | 239,314 | -23,705 | -9.0% | -$219.67万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $2,215.76万 | 0.02% | 221,199 | 1,539 | 0.7% | $15.42万 | 加仓 |
| TBIL | RBB FD INC | $2,215.47万 | 0.02% | 444,339 | 34,639 | 8.5% | $172.71万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $2,215.46万 | 0.02% | 396,679 | 126,694 | 46.9% | $707.59万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,213.98万 | 0.02% | 456,868 | 9,136 | 2.0% | $44.27万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $2,211.81万 | 0.02% | 435,824 | 144,005 | 49.3% | $730.83万 | 加仓 |
| BBLU | EA SERIES TRUST | $2,208.95万 | 0.02% | 1,496,579 | 301,683 | 25.2% | $445.28万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $2,207.20万 | 0.02% | 225,939 | 7,082 | 3.2% | $69.18万 | 加仓 |
| HSY | HERSHEY CO | $2,203.26万 | 0.02% | 105,982 | -11,481 | -9.8% | -$238.68万 | 减仓 |
| ROL | ROLLINS INC | $2,194.40万 | 0.02% | 410,860 | -3,439 | -0.8% | -$18.37万 | 减仓 |
| IGEB | ISHARES TR | $2,194.10万 | 0.02% | 486,928 | -18,364 | -3.6% | -$82.75万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $2,186.90万 | 0.02% | 438,873 | 17,696 | 4.2% | $88.18万 | 加仓 |
| SRE | SEMPRA | $2,174.00万 | 0.02% | 223,731 | -5,903 | -2.6% | -$57.36万 | 减仓 |
| IBB | ISHARES TR | $2,170.22万 | 0.02% | 128,530 | 10,994 | 9.4% | $185.63万 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $2,169.49万 | 0.02% | 288,496 | 8,166 | 2.9% | $61.41万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $2,154.81万 | 0.02% | 98,384 | -21,122 | -17.7% | -$462.62万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,154.42万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $2,147.93万 | 0.02% | 928,326 | 6,354 | 0.7% | $14.70万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $2,142.07万 | 0.02% | 354,706 | -33,298 | -8.6% | -$201.09万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,123.52万 | 0.02% | 135,015 | 11,456 | 9.3% | $180.18万 | 加仓 |
| CCJ | CAMECO CORP | $2,120.21万 | 0.02% | 195,213 | 37,294 | 23.6% | $405.05万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $2,118.10万 | 0.02% | 418,100 | 8,583 | 2.1% | $43.48万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $2,104.76万 | 0.02% | 281,874 | 213,197 | 310.4% | $1,591.94万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,101.74万 | 0.02% | 412,268 | 19,463 | 5.0% | $99.22万 | 加仓 |
| EES | WISDOMTREE TR | $2,099.10万 | 0.02% | 361,609 | -15,387 | -4.1% | -$89.32万 | 减仓 |
| CMF | ISHARES TR | $2,095.34万 | 0.02% | 368,508 | -9,549 | -2.5% | -$54.30万 | 减仓 |
| GSK | GSK PLC | $2,087.23万 | 0.02% | 378,190 | -84,251 | -18.2% | -$464.98万 | 减仓 |
| QGRW | WISDOMTREE TR | $2,087.12万 | 0.02% | 390,626 | 19,248 | 5.2% | $102.84万 | 加仓 |
| ECL | ECOLAB INC | $2,086.89万 | 0.02% | 78,449 | -114 | -0.1% | -$3.03万 | 减仓 |
| URA | GLOBAL X FDS | $2,081.96万 | 0.02% | 429,891 | -4,745 | -1.1% | -$22.98万 | 减仓 |
| XBI | SPDR SERIES TRUST | $2,072.47万 | 0.02% | 162,254 | -927 | -0.6% | -$11.84万 | 减仓 |
| EOG | EOG RES INC | $2,066.46万 | 0.02% | 142,939 | -15,142 | -9.6% | -$218.91万 | 减仓 |
| IGLB | ISHARES TR | $2,064.40万 | 0.02% | 415,959 | 70,707 | 20.5% | $350.92万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $2,060.68万 | 0.02% | 254,562 | -2,125 | -0.8% | -$17.20万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $2,050.04万 | 0.02% | 292,289 | -29,075 | -9.0% | -$203.92万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $2,045.82万 | 0.02% | 688,365 | 73,880 | 12.0% | $219.57万 | 加仓 |
| IQV | IQVIA HLDGS INC | $2,045.57万 | 0.02% | 119,946 | 7,517 | 6.7% | $128.20万 | 加仓 |
| BE | BLOOM ENERGY CORP | $2,045.52万 | 0.02% | 150,972 | 62,729 | 71.1% | $849.92万 | 加仓 |
| EWJ | ISHARES INC | $2,040.99万 | 0.02% | 241,709 | 61,844 | 34.4% | $522.21万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $2,036.21万 | 0.02% | 507,278 | 195,933 | 62.9% | $786.48万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $2,018.54万 | 0.02% | 243,580 | -4,821 | -1.9% | -$39.95万 | 减仓 |
| PAAA | PGIM ETF TR | $2,016.83万 | 0.02% | 394,066 | 8,888 | 2.3% | $45.49万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $2,016.78万 | 0.02% | 96,937 | -13,139 | -11.9% | -$273.36万 | 减仓 |
| VAW | VANGUARD WORLD FD | $2,010.29万 | 0.02% | 89,211 | -32,407 | -26.6% | -$730.26万 | 减仓 |
| IMCB | ISHARES TR | $2,008.68万 | 0.02% | 240,763 | 3,280 | 1.4% | $27.37万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $2,005.29万 | 0.02% | 417,944 | -308,613 | -42.5% | -$1,480.72万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $2,002.08万 | 0.02% | 194,132 | -74 | -0.0% | -$7,632 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,996.68万 | 0.02% | 255,102 | 7,885 | 3.2% | $61.72万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $1,996.48万 | 0.02% | 27,429 | 2,998 | 12.3% | $218.22万 | 加仓 |
| UL | UNILEVER PLC | $1,993.47万 | 0.02% | 349,916 | 27,295 | 8.5% | $155.50万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,992.46万 | 0.02% | 132,108 | 8,324 | 6.7% | $125.54万 | 加仓 |
| — | COTERRA ENERGY INC | $1,985.95万 | 0.02% | 565,154 | 23,488 | 4.3% | $82.54万 | 加仓 |
| OMC | OMNICOM GROUP INC | $1,983.92万 | 0.02% | 263,434 | 329 | 0.1% | $2.48万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $1,979.71万 | 0.02% | 198,090 | 10,925 | 5.8% | $109.18万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $1,977.22万 | 0.02% | 867,200 | 77,936 | 9.9% | $177.69万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $1,969.34万 | 0.02% | 639,187 | 53,054 | 9.1% | $163.46万 | 加仓 |
| MLRG | ISHARES TR | $1,964.78万 | 0.02% | 218,649 | 10,298 | 4.9% | $92.54万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $1,954.71万 | 0.02% | 436,318 | -863 | -0.2% | -$3.87万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $1,953.91万 | 0.02% | 281,544 | 24,376 | 9.5% | $169.17万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,953.52万 | 0.02% | 804,911 | -249,561 | -23.7% | -$605.68万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,950.83万 | 0.02% | 40,231 | 3,420 | 9.3% | $165.84万 | 加仓 |
| SNA | SNAP ON INC | $1,949.67万 | 0.02% | 53,677 | 38 | 0.1% | $1.38万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $1,944.98万 | 0.02% | 445,484 | -118,018 | -20.9% | -$515.27万 | 减仓 |
| EZU | ISHARES INC | $1,944.70万 | 0.02% | 310,456 | 154,222 | 98.7% | $966.05万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1,942.20万 | 0.02% | 418,038 | 41,148 | 10.9% | $191.17万 | 加仓 |
| NKE | NIKE INC | $1,935.86万 | 0.02% | 366,501 | 9,314 | 2.6% | $49.20万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1,935.84万 | 0.02% | 123,121 | 13,969 | 12.8% | $219.64万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1,928.39万 | 0.02% | 82,399 | -177 | -0.2% | -$4.14万 | 减仓 |