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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $35.61亿 | 3.24% | 4,755,509 | 494,615 | 11.6% | $3.70亿 | 加仓 |
| AAPL | APPLE INC | $21.26亿 | 1.94% | 7,346,095 | 294,584 | 4.2% | $8,524.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $19.74亿 | 1.80% | 9,867,279 | 248,733 | 2.6% | $4,976.89万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $17.40亿 | 1.59% | 7,986,168 | 245,760 | 3.2% | $5,355.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $16.68亿 | 1.52% | 2,264,534 | 1,869 | 0.1% | $137.63万 | 加仓 |
| AGG | ISHARES TR | $15.33亿 | 1.40% | 15,483,118 | 230,765 | 1.5% | $2,284.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $15.23亿 | 1.39% | 2,217,564 | 216,601 | 10.8% | $1.49亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $13.95亿 | 1.27% | 1,868,568 | 57,209 | 3.2% | $4,272.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $12.99亿 | 1.18% | 3,511,558 | 146,956 | 4.4% | $5,437.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $12.62亿 | 1.15% | 14,652,011 | 860,717 | 6.2% | $7,414.22万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $12.20亿 | 1.11% | 9,549,145 | 56,813 | 0.6% | $726.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $11.33亿 | 1.03% | 3,036,653 | 158,013 | 5.5% | $5,894.19万 | 加仓 |
| IEFA | ISHARES TR | $11.16亿 | 1.02% | 11,556,893 | 77,713 | 0.7% | $750.55万 | 加仓 |
| AMZN | AMAZON COM INC | $11.09亿 | 1.01% | 4,652,594 | 182,933 | 4.1% | $4,360.03万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $9.01亿 | 0.82% | 18,275,976 | -83,318 | -0.5% | -$410.59万 | 减仓 |
| GOOGL | ALPHABET INC | $8.13亿 | 0.74% | 2,274,509 | 103,616 | 4.8% | $3,702.92万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $8.08亿 | 0.74% | 25,487,103 | 1,302,580 | 5.4% | $4,130.48万 | 加仓 |
| IWF | ISHARES TR | $7.75亿 | 0.71% | 6,240,599 | -37,261 | -0.6% | -$462.67万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $7.23亿 | 0.66% | 2,385,588 | 168,548 | 7.6% | $5,106.50万 | 加仓 |
| IVE | ISHARES TR | $6.96亿 | 0.63% | 3,065,888 | -229,242 | -7.0% | -$5,205.17万 | 减仓 |
| IVW | ISHARES TR | $6.59亿 | 0.60% | 4,789,797 | 35,180 | 0.7% | $483.83万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $6.44亿 | 0.59% | 19,036,117 | 1,080,477 | 6.0% | $3,656.33万 | 加仓 |
| IEMG | ISHARES INC | $6.27亿 | 0.57% | 7,574,258 | -1,191,185 | -13.6% | -$9,867.78万 | 减仓 |
| AVGO | BROADCOM INC | $6.25亿 | 0.57% | 1,653,411 | 81,558 | 5.2% | $3,080.85万 | 加仓 |
| IUSB | ISHARES TR | $6.16亿 | 0.56% | 13,337,519 | 3,294,506 | 32.8% | $1.52亿 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5.81亿 | 0.53% | 8,149,716 | 387,650 | 5.0% | $2,762.01万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $5.80亿 | 0.53% | 6,789,217 | 179,480 | 2.7% | $1,534.37万 | 加仓 |
| GOOG | ALPHABET INC | $5.78亿 | 0.53% | 1,635,199 | 109,661 | 7.2% | $3,874.65万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $5.36亿 | 0.49% | 7,874,124 | 425,187 | 5.7% | $2,891.70万 | 加仓 |
| IWM | ISHARES TR | $5.34亿 | 0.49% | 1,776,101 | 17,768 | 1.0% | $533.84万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5.26亿 | 0.48% | 7,165,064 | -460,875 | -6.0% | -$3,383.28万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $5.19亿 | 0.47% | 449,684 | 63,687 | 16.5% | $7,351.33万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $5.14亿 | 0.47% | 14,067,678 | 608,907 | 4.5% | $2,224.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5.13亿 | 0.47% | 883,200 | -15,804 | -1.8% | -$918.07万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.07亿 | 0.46% | 1,013,879 | 38,629 | 4.0% | $1,932.96万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5.00亿 | 0.46% | 10,594,267 | 793,340 | 8.1% | $3,744.56万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4.84亿 | 0.44% | 1,479,664 | 61,686 | 4.4% | $2,019.17万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $4.80亿 | 0.44% | 9,411,298 | 1,074,143 | 12.9% | $5,472.76万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4.59亿 | 0.42% | 5,223,357 | 360,432 | 7.4% | $3,167.48万 | 加仓 |
| VO | VANGUARD INDEX FDS | $4.59亿 | 0.42% | 5,696,979 | 157,955 | 2.9% | $1,272.64万 | 加仓 |
| META | META PLATFORMS INC | $4.52亿 | 0.41% | 801,693 | 40,294 | 5.3% | $2,269.72万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4.46亿 | 0.41% | 2,823,051 | 123,115 | 4.6% | $1,945.59万 | 加仓 |
| LLY | ELI LILLY & CO | $4.39亿 | 0.40% | 366,026 | 20,056 | 5.8% | $2,405.57万 | 加仓 |
| TSLA | TESLA INC | $4.24亿 | 0.39% | 1,008,225 | 48,779 | 5.1% | $2,051.64万 | 加仓 |
| IJR | ISHARES TR | $4.17亿 | 0.38% | 2,811,720 | -77,535 | -2.7% | -$1,149.92万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3.90亿 | 0.36% | 6,909,528 | 825,754 | 13.6% | $4,663.86万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3.88亿 | 0.35% | 3,263,810 | 185,929 | 6.0% | $2,212.37万 | 加仓 |
| MUB | ISHARES TR | $3.85亿 | 0.35% | 3,581,966 | 371,030 | 11.6% | $3,993.02万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3.84亿 | 0.35% | 1,267,408 | 36,440 | 3.0% | $1,104.57万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.74亿 | 0.34% | 8,838,361 | 541,882 | 6.5% | $2,293.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.60亿 | 0.33% | 754,685 | 22,076 | 3.0% | $1,054.27万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3.56亿 | 0.32% | 8,255,130 | 311,768 | 3.9% | $1,344.97万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $3.53亿 | 0.32% | 4,350,617 | 306,472 | 7.6% | $2,484.26万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3.51亿 | 0.32% | 1,842,269 | 15,279 | 0.8% | $291.10万 | 加仓 |
| SMH | VANECK ETF TRUST | $3.42亿 | 0.31% | 522,174 | 10,551 | 2.1% | $692.03万 | 加仓 |
| COWZ | PACER FDS TR | $3.36亿 | 0.31% | 5,403,084 | -209,816 | -3.7% | -$1,305.06万 | 减仓 |
| — | EXXON MOBIL CORP | $3.34亿 | 0.30% | 2,444,155 | 63,076 | 2.6% | $862.38万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3.33亿 | 0.30% | 2,787,472 | 102,992 | 3.8% | $1,230.96万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3.32亿 | 0.30% | 7,296,054 | 494,921 | 7.3% | $2,251.40万 | 加仓 |
| WMT | WALMART INC | $3.29亿 | 0.30% | 2,901,700 | 86,130 | 3.1% | $975.51万 | 加仓 |
| CAT | CATERPILLAR INC | $3.11亿 | 0.28% | 292,059 | -3,752 | -1.3% | -$399.55万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.04亿 | 0.28% | 1,285,097 | 111,759 | 9.5% | $2,644.44万 | 加仓 |
| GLD | SPDR GOLD TR | $3.04亿 | 0.28% | 825,188 | -26,831 | -3.1% | -$988.40万 | 减仓 |
| IWD | ISHARES TR | $3.02亿 | 0.28% | 1,245,656 | 15,983 | 1.3% | $387.48万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.99亿 | 0.27% | 5,010,389 | 200,807 | 4.2% | $1,198.62万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2.98亿 | 0.27% | 5,899,743 | 347,218 | 6.3% | $1,753.10万 | 加仓 |
| IDEV | ISHARES TR | $2.93亿 | 0.27% | 3,295,103 | 185,146 | 6.0% | $1,647.98万 | 加仓 |
| EFG | ISHARES TR | $2.93亿 | 0.27% | 2,355,345 | 147,139 | 6.7% | $1,830.70万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2.92亿 | 0.27% | 1,201,689 | 36,836 | 3.2% | $895.08万 | 加仓 |
| V | VISA INC | $2.91亿 | 0.26% | 847,478 | 12,587 | 1.5% | $431.85万 | 加仓 |
| PULS | PGIM ETF TR | $2.89亿 | 0.26% | 5,839,077 | 1,099,992 | 23.2% | $5,450.46万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2.87亿 | 0.26% | 5,925,087 | 278,498 | 4.9% | $1,348.77万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $2.85亿 | 0.26% | 5,328,568 | 1,494,333 | 39.0% | $7,994.68万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $2.84亿 | 0.26% | 6,388,312 | 74,055 | 1.2% | $329.40万 | 加仓 |
| IJH | ISHARES TR | $2.79亿 | 0.25% | 3,615,909 | 82,950 | 2.3% | $639.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2.78亿 | 0.25% | 1,094,399 | 59,799 | 5.8% | $1,518.72万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $2.70亿 | 0.25% | 5,116,022 | 315,379 | 6.6% | $1,662.68万 | 加仓 |
| DGRO | ISHARES TR | $2.65亿 | 0.24% | 3,502,126 | 177,627 | 5.3% | $1,346.23万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2.62亿 | 0.24% | 2,856,988 | -1,491,963 | -34.3% | -$1.37亿 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $2.57亿 | 0.23% | 1,510,414 | 142,924 | 10.5% | $2,431.71万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2.54亿 | 0.23% | 4,186,310 | -19,642 | -0.5% | -$119.40万 | 减仓 |
| DGRW | WISDOMTREE TR | $2.52亿 | 0.23% | 2,640,256 | 50,311 | 1.9% | $481.07万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2.51亿 | 0.23% | 1,181,458 | -51,556 | -4.2% | -$1,096.96万 | 减仓 |
| ABBV | ABBVIE INC | $2.49亿 | 0.23% | 990,692 | 25,263 | 2.6% | $635.72万 | 加仓 |
| GOVT | ISHARES TR | $2.48亿 | 0.23% | 10,888,991 | 753,628 | 7.4% | $1,716.76万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2.35亿 | 0.21% | 2,439,239 | 76,352 | 3.2% | $736.26万 | 加仓 |
| IWR | ISHARES TR | $2.35亿 | 0.21% | 2,128,236 | -5,291 | -0.2% | -$58.37万 | 减仓 |
| IQLT | ISHARES TR | $2.34亿 | 0.21% | 4,713,571 | 270,331 | 6.1% | $1,339.49万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2.29亿 | 0.21% | 244,761 | 3,501 | 1.5% | $327.51万 | 加仓 |
| SGOV | ISHARES TR | $2.23亿 | 0.20% | 2,217,429 | 75,208 | 3.5% | $757.12万 | 加仓 |
| QUAL | ISHARES TR | $2.15亿 | 0.20% | 978,389 | -595,656 | -37.8% | -$1.31亿 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $2.13亿 | 0.19% | 4,066,633 | -766,461 | -15.9% | -$4,011.66万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2.11亿 | 0.19% | 2,702,880 | 140,368 | 5.5% | $1,093.61万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2.09亿 | 0.19% | 3,405,031 | 369,387 | 12.2% | $2,270.25万 | 加仓 |
| USMV | ISHARES TR | $2.09亿 | 0.19% | 2,168,165 | 5,709 | 0.3% | $55.07万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $2.09亿 | 0.19% | 4,164,087 | 242,577 | 6.2% | $1,215.07万 | 加仓 |
| HD | HOME DEPOT INC | $2.08亿 | 0.19% | 589,848 | 10,315 | 1.8% | $363.79万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2.07亿 | 0.19% | 4,089,282 | 453,838 | 12.5% | $2,298.92万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2.07亿 | 0.19% | 4,090,820 | 713,518 | 21.1% | $3,608.26万 | 加仓 |
| MTUM | ISHARES TR | $2.04亿 | 0.19% | 595,918 | -15,633 | -2.6% | -$535.95万 | 减仓 |