13F 机构持仓

Cetera Investment Advisers

SCHAUMBURG IL · SEC CIK 0001666741

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1,097.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.0%
AAPL 1.9%
NVDA 1.8%
VTV 1.6%
AGG 1.6%
QQQ 1.4%
VOO 1.3%
SPY 1.3%
VTI 1.1%
MSFT 1.1%

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
IXC ISHARES TR $1,572.01万0.02%272,871 -171,043-38.5% -$985.38万 减仓
FLRT PACER FDS TR $1,567.88万0.02%338,561 22,4427.1% $103.93万 加仓
RING ISHARES INC $1,566.64万0.02%198,360 -9,497-4.6% -$75.01万 减仓
CW CURTISS WRIGHT CORP $1,566.28万0.02%22,996 1830.8% $12.46万 加仓
AU ANGLOGOLD ASHANTI PLC $1,560.97万0.02%160,330 20,68714.8% $201.41万 加仓
HACK AMPLIFY ETF TR $1,556.78万0.02%207,321 57,47138.4% $431.55万 加仓
SPYD SPDR SERIES TRUST $1,555.21万0.02%341,655 28,2979.0% $128.81万 加仓
BHP BHP BILLITON LIMITED $1,551.91万0.02%213,351 5,4342.6% $39.53万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $1,546.54万0.02%341,701 120,62554.6% $545.95万 加仓
EIX EDISON INTL $1,544.05万0.02%210,994 26,88614.6% $196.75万 加仓
DLR DIGITAL RLTY TR INC $1,542.77万0.02%85,609 4,3925.4% $79.15万 加仓
ACWI ISHARES TR $1,538.92万0.02%111,218 6,1725.9% $85.40万 加仓
FYX FIRST TR EXCHANGE-TRADED ALP $1,538.59万0.02%128,909 -2,287-1.7% -$27.30万 减仓
GEM GOLDMAN SACHS ETF TR $1,534.97万0.02%355,318 -3,761-1.0% -$16.25万 减仓
PTMC PACER FDS TR $1,534.74万0.02%419,672 -24,430-5.5% -$89.34万 减仓
RODM LATTICE STRATEGIES TR $1,531.25万0.02%388,444 6,9971.8% $27.58万 加仓
MPWR MONOLITHIC PWR SYS INC $1,525.41万0.02%13,952 1,1589.1% $126.61万 加仓
AJG GALLAGHER ARTHUR J & CO $1,524.78万0.02%70,403 -19,980-22.1% -$432.72万 减仓
SDVD FIRST TR EXCH TRADED FD III $1,521.73万0.02%701,260 195,97138.8% $425.26万 加仓
LDUR PIMCO ETF TR $1,519.30万0.02%158,558 131,327482.3% $1,258.37万 加仓
FHLC FIDELITY COVINGTON TRUST $1,514.50万0.02%215,250 8,9904.4% $63.25万 加仓
AEE AMEREN CORP $1,506.50万0.02%137,054 4,0083.0% $44.06万 加仓
CRWV COREWEAVE INC $1,505.95万0.02%194,391 -63,354-24.6% -$490.80万 减仓
QTUM ETF SER SOLUTIONS $1,505.27万0.02%140,286 -31,892-18.5% -$342.20万 减仓
— FIRST TR EXCHNG TRADED FD VI $1,503.20万0.02%349,887 89,63234.4% $385.08万 加仓
QDEC FIRST TR EXCHNG TRADED FD VI $1,502.36万0.02%477,545 14,2133.1% $44.71万 加仓
UTES ETFIS SER TR I $1,499.90万0.02%187,722 -72,930-28.0% -$582.71万 减仓
VUSB VANGUARD BD INDEX FDS $1,499.59万0.02%301,213 84,32038.9% $419.79万 加仓
IYK ISHARES TR $1,499.39万0.02%214,107 2,9351.4% $20.55万 加仓
SLQD ISHARES TR $1,497.40万0.02%296,574 3,3701.1% $17.02万 加仓
VFMO VANGUARD WELLINGTON FD $1,487.47万0.02%75,468 -9,843-11.5% -$194.00万 减仓
AFLG FIRST TR EXCHNG TRADED FD VI $1,485.73万0.02%385,153 85,32428.5% $329.14万 加仓
NXPI NXP SEMICONDUCTORS N V $1,484.44万0.02%75,406 4,1575.8% $81.83万 加仓
PHO INVESCO EXCHANGE TRADED FD T $1,482.66万0.02%221,756 -12,270-5.2% -$82.04万 减仓
EMLC VANECK ETF TRUST $1,481.65万0.02%590,063 81,41216.0% $204.43万 加仓
FUTY FIDELITY COVINGTON TRUST $1,480.45万0.02%250,627 57,65729.9% $340.58万 加仓
BOTZ GLOBAL X FDS $1,478.96万0.02%445,202 2,8550.6% $9.48万 加仓
DOW DOW HLDGS INC $1,477.97万0.02%354,855 -33,940-8.7% -$141.36万 减仓
TM TOYOTA MOTOR CORP $1,476.18万0.02%71,628 2,0422.9% $42.08万 加仓
GPIX GOLDMAN SACHS ETF TR $1,475.80万0.02%294,924 71,20431.8% $356.30万 加仓
QDPL PACER FDS TR $1,470.85万0.02%366,440 -23,291-6.0% -$93.49万 减仓
PJAN INNOVATOR ETFS TRUST $1,466.74万0.02%317,958 42,90515.6% $197.92万 加仓
EBAY EBAY INC. $1,466.23万0.02%161,089 6,4124.1% $58.36万 加仓
FENY FIDELITY COVINGTON TRUST $1,457.41万0.02%428,397 97,41229.4% $331.40万 加仓
NVO NOVO-NORDISK A S $1,457.35万0.02%396,557 110,18638.5% $404.93万 加仓
FTC FIRST TR EXCHANGE-TRADED ALP $1,457.06万0.02%94,527 -2,054-2.1% -$31.66万 减仓
BNL BROADSTONE NET LEASE INC $1,453.53万0.02%795,584 131,95119.9% $241.07万 加仓
URTH ISHARES INC $1,448.19万0.02%80,446 -7,350-8.4% -$132.31万 减仓
FE FIRSTENERGY CORP $1,444.67万0.02%285,170 21,8618.3% $110.75万 加仓
FJUN FIRST TR EXCHNG TRADED FD VI $1,443.03万0.02%255,390 49,60124.1% $280.26万 加仓
ROK ROCKWELL AUTOMATION INC $1,443.00万0.02%40,208 1,8824.9% $67.54万 加仓
FEX FIRST TR EXCHANGE-TRADED ALP $1,440.25万0.02%118,123 3,4543.0% $42.11万 加仓
LNT ALLIANT ENERGY CORP $1,438.16万0.02%200,413 4,4572.3% $31.98万 加仓
CMG CHIPOTLE MEXICAN GRILL INC $1,433.86万0.02%447,941 48,35012.1% $154.77万 加仓
FANG DIAMONDBACK ENERGY INC $1,432.70万0.02%72,436 1,6552.3% $32.73万 加仓
GJUN FIRST TR EXCHNG TRADED FD VI $1,422.27万0.02%360,800 93,46635.0% $368.44万 加仓
JHCP JOHN HANCOCK EXCHANGE TRADED $1,420.09万0.02%564,742 41,4357.9% $104.19万 加仓
— FIRST TR EXCHANGE-TRADED FD $1,416.79万0.02%497,818 2,3500.5% $6.69万 加仓
AMP AMERIPRISE FINL INC $1,414.20万0.02%31,823 -9,868-23.7% -$438.53万 减仓
PNOV INNOVATOR ETFS TRUST $1,413.55万0.02%345,949 -10,949-3.1% -$44.74万 减仓
— PUTNAM ETF TRUST $1,412.80万0.02%1,618,331 -93,571-5.5% -$81.69万 减仓
IGLD FIRST TR EXCHANGE-TRADED FD $1,411.35万0.02%552,819 91,73119.9% $234.19万 加仓
FALN ISHARES TR $1,403.98万0.01%525,443 -7,490-1.4% -$20.01万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $1,403.85万0.01%209,311 48,44330.1% $324.91万 加仓
PXF INVESCO EXCH TRADED FD TR II $1,403.80万0.01%200,829 -7,929-3.8% -$55.42万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $1,398.57万0.01%716,112 99,92416.2% $195.15万 加仓
MLPX GLOBAL X FDS $1,397.84万0.01%189,050 -15,992-7.8% -$118.25万 减仓
DFCF DIMENSIONAL ETF TRUST $1,392.57万0.01%329,838 23,1187.5% $97.60万 加仓
PTY PIMCO CORPORATE & INCOME OPP $1,391.66万0.01%1,153,947 33,5273.0% $40.43万 加仓
BAR GRANITESHARES GOLD TR $1,390.75万0.01%301,484 -6,612-2.1% -$30.50万 减仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $1,388.34万0.01%300,572 -100,839-25.1% -$465.78万 减仓
DG DOLLAR GEN CORP $1,386.18万0.01%116,750 -18,944-14.0% -$224.92万 减仓
TRFK PACER FDS TR $1,384.33万0.01%222,418 85,89462.9% $534.60万 加仓
AFDM FIRST TR EXCH TRADED FD III $1,383.97万0.01%168,550 29,80421.5% $244.72万 加仓
PTIN PACER FDS TR $1,383.87万0.01%425,543 -12,913-2.9% -$41.99万 减仓
DRI DARDEN RESTAURANTS INC $1,381.52万0.01%70,471 -1,349-1.9% -$26.45万 减仓
PAAS PAN AMERN SILVER CORP $1,381.41万0.01%252,867 35,47716.3% $193.81万 加仓
ANGL VANECK ETF TRUST $1,381.00万0.01%480,849 36,6628.3% $105.29万 加仓
GOF GUGGENHEIM STRATEGIC OPPORTU $1,378.93万0.01%1,251,299 -9,744-0.8% -$10.74万 减仓
TDVG T ROWE PRICE ETF INC $1,378.41万0.01%308,853 34,01412.4% $151.80万 加仓
FPX FIRST TR EXCHANGE-TRADED FD $1,376.68万0.01%86,687 3,0243.6% $48.02万 加仓
MCO MOODYS CORP $1,375.80万0.01%31,537 -937-2.9% -$40.88万 减仓
JFLX J P MORGAN EXCHANGE TRADED F $1,373.52万0.01%276,524 3,3791.2% $16.78万 加仓
RITM RITHM CAPITAL CORP $1,372.28万0.01%1,447,552 306,61526.9% $290.67万 加仓
IJJ ISHARES TR $1,368.73万0.01%103,300 8,1508.6% $107.99万 加仓
— FIRST TR EXCHNG TRADED FD VI $1,363.67万0.01%441,171 -85,424-16.2% -$264.05万 减仓
PPL PPL CORP $1,363.25万0.01%356,872 15,1894.4% $58.02万 加仓
PAUG INNOVATOR ETFS TRUST $1,361.12万0.01%318,614 -16,805-5.0% -$71.79万 减仓
VRIG INVESCO ACTIVELY MANAGED EXC $1,359.78万0.01%543,151 108,22024.9% $270.93万 加仓
KKR KKR & CO INC $1,359.03万0.01%146,922 1210.1% $1.12万 加仓
APUE TRUST FOR PROFESSIONAL MANAG $1,358.59万0.01%338,970 45,53915.5% $182.52万 加仓
FLCB FRANKLIN TEMPLETON ETF TR $1,357.44万0.01%631,659 80,60314.6% $173.22万 加仓
FTGC FIRST TR EXCHANGE TRAD FD VI $1,356.01万0.01%472,312 46,24610.9% $132.77万 加仓
SFLR INNOVATOR ETFS TRUST $1,355.77万0.01%382,879 96,18733.6% $340.60万 加仓
HBAN HUNTINGTON BANCSHARES INC $1,355.67万0.01%866,240 81,10710.3% $126.93万 加仓
MDYG SPDR SERIES TRUST $1,354.37万0.01%141,139 27,76024.5% $266.38万 加仓
IDXX IDEXX LABS INC $1,352.64万0.01%24,073 -781-3.1% -$43.88万 减仓
B BARRICK MNG CORP $1,351.96万0.01%331,723 79,96731.8% $325.91万 加仓
SIL GLOBAL X FDS $1,347.34万0.01%149,572 15,65411.7% $141.01万 加仓
YUM YUM BRANDS INC $1,346.73万0.01%86,617 12,03316.1% $187.09万 加仓