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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $27.83亿 | 2.96% | 4,260,894 | 214,419 | 5.3% | $1.40亿 | 加仓 |
| AAPL | APPLE INC | $17.90亿 | 1.90% | 7,051,511 | 112,020 | 1.6% | $2,842.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $16.77亿 | 1.78% | 9,618,546 | 23,853 | 0.2% | $416.00万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $15.19亿 | 1.62% | 7,740,408 | 296,977 | 4.0% | $5,826.69万 | 加仓 |
| AGG | ISHARES TR | $15.14亿 | 1.61% | 15,252,353 | -175,807 | -1.1% | -$1,745.24万 | 减仓 |
| QQQ | INVESCO QQQ TR | $13.06亿 | 1.39% | 2,262,665 | 34,887 | 1.6% | $2,013.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $11.96亿 | 1.27% | 2,000,963 | 62,150 | 3.2% | $3,713.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $11.78亿 | 1.25% | 1,811,359 | -19,884 | -1.1% | -$1,293.14万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $10.79亿 | 1.15% | 3,364,602 | 112,352 | 3.5% | $3,604.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $10.66亿 | 1.13% | 2,878,640 | 124,323 | 4.5% | $4,602.06万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $10.41亿 | 1.11% | 9,492,332 | -719,133 | -7.0% | -$7,888.17万 | 减仓 |
| IEFA | ISHARES TR | $10.39亿 | 1.11% | 11,479,180 | 720,499 | 6.7% | $6,522.68万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $10.04亿 | 1.07% | 2,298,549 | 174,490 | 8.2% | $7,621.55万 | 加仓 |
| AMZN | AMAZON COM INC | $9.31亿 | 0.99% | 4,469,661 | 140,953 | 3.3% | $2,935.63万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $7.81亿 | 0.83% | 18,359,294 | 1,959,868 | 12.0% | $8,337.28万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $7.42亿 | 0.79% | 24,184,523 | -10,421,505 | -30.1% | -$3.20亿 | 减仓 |
| IVE | ISHARES TR | $6.96亿 | 0.74% | 3,295,130 | -114,849 | -3.4% | -$2,425.04万 | 减仓 |
| IWF | ISHARES TR | $6.69亿 | 0.71% | 1,569,465 | 6,404 | 0.4% | $273.07万 | 加仓 |
| GOOGL | ALPHABET INC | $6.24亿 | 0.66% | 2,170,893 | 9,550 | 0.4% | $274.62万 | 加仓 |
| IEMG | ISHARES INC | $6.11亿 | 0.65% | 8,765,443 | -593,367 | -6.3% | -$4,138.73万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $5.62亿 | 0.60% | 7,625,939 | -65,646 | -0.9% | -$483.42万 | 减仓 |
| IVW | ISHARES TR | $5.38亿 | 0.57% | 4,754,617 | 245,310 | 5.4% | $2,774.70万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5.27亿 | 0.56% | 2,217,040 | 120,112 | 5.7% | $2,854.10万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5.23亿 | 0.56% | 17,955,640 | 995,373 | 5.9% | $2,899.52万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $5.10亿 | 0.54% | 6,609,737 | 70,953 | 1.1% | $547.12万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4.97亿 | 0.53% | 7,762,066 | 77,930 | 1.0% | $499.38万 | 加仓 |
| AVGO | BROADCOM INC | $4.87亿 | 0.52% | 1,571,853 | 75,978 | 5.1% | $2,351.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.67亿 | 0.50% | 975,250 | 35,424 | 3.8% | $1,697.52万 | 加仓 |
| IUSB | ISHARES TR | $4.64亿 | 0.49% | 10,043,013 | 520,120 | 5.5% | $2,402.43万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $4.55亿 | 0.48% | 13,458,771 | 598,728 | 4.7% | $2,021.90万 | 加仓 |
| GOOG | ALPHABET INC | $4.38亿 | 0.47% | 1,525,538 | 53,123 | 3.6% | $1,523.89万 | 加仓 |
| IWM | ISHARES TR | $4.36亿 | 0.46% | 1,758,333 | 33,853 | 2.0% | $839.55万 | 加仓 |
| META | META PLATFORMS INC | $4.36亿 | 0.46% | 761,399 | 17,635 | 2.4% | $1,008.95万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $4.33亿 | 0.46% | 7,448,937 | -363,372 | -4.7% | -$2,114.10万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4.17亿 | 0.44% | 1,417,978 | 24,913 | 1.8% | $732.84万 | 加仓 |
| — | EXXON MOBIL CORP | $4.04亿 | 0.43% | 2,381,079 | 20,773 | 0.9% | $352.43万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4.00亿 | 0.43% | 2,699,936 | 54,785 | 2.1% | $811.37万 | 加仓 |
| BIL | SPDR SERIES TRUST | $3.99亿 | 0.42% | 4,348,951 | 1,487,570 | 52.0% | $1.36亿 | 加仓 |
| VO | VANGUARD INDEX FDS | $3.98亿 | 0.42% | 1,384,756 | 105,621 | 8.3% | $3,033.22万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $3.94亿 | 0.42% | 9,800,927 | 1,593,112 | 19.4% | $6,402.72万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $3.87亿 | 0.41% | 8,337,155 | 1,483,240 | 21.6% | $6,882.23万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3.72亿 | 0.40% | 4,862,925 | 431,656 | 9.7% | $3,303.90万 | 加仓 |
| GLD | SPDR GOLD TR | $3.67亿 | 0.39% | 852,019 | -37,491 | -4.2% | -$1,613.20万 | 减仓 |
| IJR | ISHARES TR | $3.59亿 | 0.38% | 2,889,255 | 41,409 | 1.5% | $514.76万 | 加仓 |
| TSLA | TESLA INC | $3.57亿 | 0.38% | 959,446 | 34,499 | 3.7% | $1,282.50万 | 加仓 |
| COWZ | PACER FDS TR | $3.51亿 | 0.37% | 5,612,900 | -145,601 | -2.5% | -$910.88万 | 减仓 |
| WMT | WALMART INC | $3.50亿 | 0.37% | 2,815,570 | 27,853 | 1.0% | $346.16万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3.45亿 | 0.37% | 6,083,774 | 553,011 | 10.0% | $3,134.47万 | 加仓 |
| MUB | ISHARES TR | $3.41亿 | 0.36% | 3,210,936 | 416,372 | 14.9% | $4,419.79万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3.22亿 | 0.34% | 1,230,968 | 62,668 | 5.4% | $1,641.40万 | 加仓 |
| LLY | ELI LILLY & CO | $3.18亿 | 0.34% | 345,970 | 16,189 | 4.9% | $1,489.02万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3.13亿 | 0.33% | 7,943,362 | 227,423 | 2.9% | $896.73万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3.10亿 | 0.33% | 6,801,133 | 930,834 | 15.9% | $4,246.46万 | 加仓 |
| QUAL | ISHARES TR | $3.02亿 | 0.32% | 1,574,045 | 43,742 | 2.9% | $839.02万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3.01亿 | 0.32% | 3,077,881 | -20,778 | -0.7% | -$203.44万 | 减仓 |
| EFV | ISHARES TR | $2.91亿 | 0.31% | 3,915,091 | 20,907 | 0.5% | $155.44万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2.80亿 | 0.30% | 5,552,525 | 771,344 | 16.1% | $3,885.26万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.77亿 | 0.29% | 8,296,479 | 562,014 | 7.3% | $1,875.44万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2.76亿 | 0.29% | 4,044,145 | 299,620 | 8.0% | $2,045.81万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2.71亿 | 0.29% | 5,646,589 | 305,090 | 5.7% | $1,465.96万 | 加仓 |
| IWD | ISHARES TR | $2.63亿 | 0.28% | 1,229,673 | -65,902 | -5.1% | -$1,408.13万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.60亿 | 0.28% | 4,809,582 | 11,580 | 0.2% | $62.59万 | 加仓 |
| IDEV | ISHARES TR | $2.60亿 | 0.28% | 3,109,957 | 300,238 | 10.7% | $2,509.09万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2.53亿 | 0.27% | 1,164,853 | 31,607 | 2.8% | $686.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2.53亿 | 0.27% | 1,034,600 | 10,644 | 1.0% | $260.18万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.52亿 | 0.27% | 1,173,338 | -1,729 | -0.1% | -$37.18万 | 减仓 |
| V | VISA INC | $2.52亿 | 0.27% | 834,891 | -14,057 | -1.7% | -$424.86万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $2.51亿 | 0.27% | 4,833,094 | 291,035 | 6.4% | $1,511.34万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2.48亿 | 0.26% | 1,198,367 | 33,315 | 2.9% | $689.29万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.48亿 | 0.26% | 732,609 | 3,908 | 0.5% | $132.07万 | 加仓 |
| EFG | ISHARES TR | $2.46亿 | 0.26% | 2,208,206 | 1,227,595 | 125.2% | $1.37亿 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.44亿 | 0.26% | 1,666,699 | 42,536 | 2.6% | $622.22万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2.43亿 | 0.26% | 1,826,990 | 37,642 | 2.1% | $500.26万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $2.43亿 | 0.26% | 6,314,257 | 373,840 | 6.3% | $1,436.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2.40亿 | 0.26% | 241,260 | 1,712 | 0.7% | $170.59万 | 加仓 |
| IJH | ISHARES TR | $2.39亿 | 0.25% | 3,532,959 | -98,102 | -2.7% | -$662.48万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2.38亿 | 0.25% | 4,205,952 | 230,152 | 5.8% | $1,302.20万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2.37亿 | 0.25% | 1,233,014 | 189,149 | 18.1% | $3,630.15万 | 加仓 |
| PULS | PGIM ETF TR | $2.35亿 | 0.25% | 4,739,085 | 1,715,376 | 56.7% | $8,491.11万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2.34亿 | 0.25% | 335,560 | -846 | -0.3% | -$59.03万 | 减仓 |
| DGRO | ISHARES TR | $2.33亿 | 0.25% | 3,324,499 | 228,446 | 7.4% | $1,603.23万 | 加仓 |
| GOVT | ISHARES TR | $2.32亿 | 0.25% | 10,135,363 | 5,995,250 | 144.8% | $1.37亿 | 加仓 |
| DGRW | WISDOMTREE TR | $2.28亿 | 0.24% | 2,589,945 | 139,133 | 5.7% | $1,222.14万 | 加仓 |
| SGOV | ISHARES TR | $2.16亿 | 0.23% | 2,142,221 | 234,797 | 12.3% | $2,363.47万 | 加仓 |
| TLH | ISHARES TR | $2.12亿 | 0.23% | 2,106,252 | -373,574 | -15.1% | -$3,762.64万 | 减仓 |
| ABBV | ABBVIE INC | $2.10亿 | 0.22% | 965,429 | 15,857 | 1.7% | $344.87万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2.10亿 | 0.22% | 2,362,887 | 278,151 | 13.3% | $2,467.20万 | 加仓 |
| CAT | CATERPILLAR INC | $2.10亿 | 0.22% | 295,811 | 7,889 | 2.7% | $558.90万 | 加仓 |
| IWR | ISHARES TR | $2.07亿 | 0.22% | 2,133,527 | -122,909 | -5.4% | -$1,195.04万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $2.06亿 | 0.22% | 3,834,235 | 820,562 | 27.2% | $4,412.16万 | 加仓 |
| IQLT | ISHARES TR | $2.05亿 | 0.22% | 4,443,240 | -7,561 | -0.2% | -$34.95万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2.01亿 | 0.21% | 2,562,512 | 235,146 | 10.1% | $1,843.78万 | 加仓 |
| USMV | ISHARES TR | $2.01亿 | 0.21% | 2,162,456 | 39,289 | 1.9% | $364.37万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1.98亿 | 0.21% | 1,367,490 | 115,655 | 9.2% | $1,677.23万 | 加仓 |
| SMH | VANECK ETF TRUST | $1.96亿 | 0.21% | 511,623 | 16,810 | 3.4% | $644.50万 | 加仓 |
| MBB | ISHARES TR | $1.92亿 | 0.20% | 2,026,264 | 44,837 | 2.3% | $425.73万 | 加仓 |
| HD | HOME DEPOT INC | $1.91亿 | 0.20% | 579,533 | 16,923 | 3.0% | $556.58万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.83亿 | 0.19% | 899,004 | 34,145 | 3.9% | $694.61万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1.82亿 | 0.19% | 3,635,444 | 761,782 | 26.5% | $3,808.15万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $1.73亿 | 0.18% | 3,921,510 | 350,571 | 9.8% | $1,548.82万 | 加仓 |