13F 机构持仓

Bell Investment Advisors, Inc

ORINDA CA · SEC CIK 0001890149

2026Q22026Q1 更早 9 个季度 🔒
$6.81亿2026Q2 申报市值
1,820持仓数
58.1%前十大占比 · 第一大 10.1%
63 / 114新建仓 / 清仓
申报市值走势$6.81亿2026Q2
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

FNDX 10.1%
GBIL 9.4%
VMBS 7.4%
TDTT 7.2%
TLT 6.0%
FNDF 5.1%
MTUM 3.9%
SCHX 3.7%
VTV 2.9%
FNDA 2.5%

2026Q2 买入最多 按季末市值估算

TLT 加仓+$371.87万
TDTT 加仓+$136.31万
IBTP 新建仓+$130.73万
VV 加仓+$88.07万
VMBS 加仓+$80.56万

2026Q2 卖出最多 按季末市值估算

MTUM 减仓-$356.17万
VGLT 减仓-$342.07万
VTV 减仓-$222.48万
QUAL 减仓-$186.56万
USMV 减仓-$167.70万

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
ATI ATI INC $7,0960.00%36 39.1% $591 加仓
MATX MATSON INC $7,1130.00%37 00.0% — 不变
DT DYNATRACE INC $7,1140.00%162 -44-21.4% -$1,932 减仓
NTR NUTRIEN LTD $7,1140.00%113 91413.6% $5,729 加仓
ALK ALASKA AIR GROUP INC $7,2040.00%138 -12-8.0% -$626 减仓
VTRS VIATRIS INC $7,2100.00%454 -12-2.6% -$191 减仓
ILMN ILLUMINA INC $7,2100.00%41 410.8% $703 加仓
DOC HEALTHPEAK PROPERTIES INC $7,2120.00%337 5318.7% $1,134 加仓
OSK OSHKOSH CORP $7,2140.00%47 -26-35.6% -$3,991 减仓
CNQ CANADIAN NAT RES LTD MED TER $7,2290.00%183 -26-12.4% -$1,027 减仓
VNO VORNADO RLTY TR $7,2320.00%184 00.0% — 不变
DSGX DESCARTES SYS GROUP INC $7,2710.00%105 62144.2% $4,293 加仓
W WAYFAIR INC $7,3020.00%79 -22-21.8% -$2,033 减仓
ECG EVERUS CONSTR GROUP $7,3020.00%44 00.0% — 不变
QTWO Q2 HLDGS INC $7,3120.00%152 4542.1% $2,165 加仓
PXH INVESCO EXCH TRADED FD TR II $7,3180.00%262 -30-10.3% -$838 减仓
DG DOLLAR GEN CORP $7,3680.00%64 -16-20.0% -$1,842 减仓
FIS FIDELITY NATL INFORMATION SV $7,3880.00%190 7971.2% $3,072 加仓
SLB SLB LIMITED $7,3920.00%159 117.4% $511 加仓
FDXF FEDEX FGHT HLDG CO INC $7,3990.00%49 49— $7,399 新建仓
PRVA PRIVIA HEALTH GROUP INC $7,4110.00%288 00.0% — 不变
WAL WESTERN ALLIANCE BANCORP $7,4810.00%91 00.0% — 不变
AGNC AGNC INVT CORP $7,5000.00%688 -15-2.1% -$164 减仓
LION LIONSGATE STUDIOS CORP $7,5020.00%490 00.0% — 不变
M MACYS INC $7,5360.00%320 00.0% — 不变
NXE NEXGEN ENERGY LTD $7,5780.00%807 00.0% — 不变
NU NU HLDGS LTD $7,6690.00%574 364173.3% $4,863 加仓
POWI POWER INTEGRATIONS INC $7,7060.00%92 00.0% — 不变
PII POLARIS INC $7,7340.00%113 98.7% $616 加仓
OGS ONE GAS INC $7,7850.00%101 00.0% — 不变
AEE AMEREN CORP $7,8000.00%69 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL CO LTD $7,8230.00%488 -417-46.1% -$6,685 减仓
TROW PRICE T ROWE GROUP INC $7,8450.00%69 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $7,8680.00%332 20.6% $47 加仓
ICSH ISHARES TR $7,8750.00%156 21.3% $101 加仓
EMN EASTMAN CHEM CO $7,9040.00%118 1413.5% $938 加仓
HMY HARMONY GOLD MNG LTD $7,9100.00%520 378266.2% $5,750 加仓
BSAC BANCO SANTANDER CHILE NEW $7,9370.00%241 -16-6.2% -$527 减仓
INSW INTERNATIONAL SEAWAYS INC $7,9660.00%104 00.0% — 不变
CALM CAL MAINE FOODS INC $7,9760.00%99 -9-8.3% -$725 减仓
CARG CARGURUS INC $7,9780.00%234 -56-19.3% -$1,909 减仓
MMYT MAKEMYTRIP LIMITED MAURITIUS $7,9940.00%150 5863.0% $3,091 加仓
GWRE GUIDEWIRE SOFTWARE INC $7,9990.00%65 39150.0% $4,799 加仓
EWBC EAST WEST BANCORP INC $8,0040.00%62 46.9% $516 加仓
VC VISTEON CORP $8,0370.00%81 -4-4.7% -$397 减仓
MOG/A MOOG INC $8,0530.00%19 00.0% — 不变
JLL JONES LANG LASALLE INC $8,0590.00%26 -2-7.1% -$620 减仓
SN SHARKNINJA INC $8,0710.00%53 00.0% — 不变
SMTC SEMTECH CORP $8,0930.00%50 -3-5.7% -$486 减仓
ESNT ESSENT GROUP LTD $8,1000.00%126 -136-51.9% -$8,743 减仓
FNV FRANCO NEV CORP $8,1300.00%39 411.4% $834 加仓
LNC LINCOLN NATL CORP IND $8,1310.00%230 -90-28.1% -$3,182 减仓
DD DUPONT DE NEMOURS INC $8,1390.00%60 -126-67.7% -$1.71万 减仓
XPEV XPENG INC $8,1960.00%619 -23-3.6% -$305 减仓
CNI CANADIAN NATL RY CO $8,2280.00%69 -84-54.9% -$1.00万 减仓
WY WEYERHAEUSER CO $8,2360.00%344 3211,395.7% $7,685 加仓
RNW RENEW ENERGY GLOBAL PLC $8,2500.00%1,320 1,2241,275.0% $7,650 加仓
HEI/A HEICO CORP NEW $8,2540.00%32 00.0% — 不变
MTCH MATCH GROUP INC NEW $8,2570.00%217 00.0% — 不变
TCOM TRIP COM GROUP LTD $8,2870.00%208 5132.5% $2,032 加仓
CPAY CORPAY INC $8,3320.00%25 14.2% $333 加仓
RDDT REDDIT INC $8,3320.00%48 12.1% $174 加仓
BLKB BLACKBAUD INC $8,3830.00%283 2722,472.7% $8,057 加仓
TME TENCENT MUSIC ENTMT GROUP $8,4010.00%1,006 664194.2% $5,545 加仓
FCPT FOUR CORNERS PPTY TR INC $8,4460.00%344 -110-24.2% -$2,701 减仓
WDAY WORKDAY INC $8,4470.00%69 69.5% $735 加仓
PEGA PEGASYSTEMS INC $8,4820.00%283 3815.5% $1,139 加仓
GNRC GENERAC HLDGS INC $8,4920.00%29 27.4% $586 加仓
ENB ENBRIDGE INC $8,5110.00%157 00.0% — 不变
NBIS NEBIUS GROUP N.V. $8,5620.00%31 00.0% — 不变
PSO PEARSON PLC $8,5810.00%540 00.0% — 不变
LII LENNOX INTL INC $8,5950.00%15 00.0% — 不变
TEX TEREX CORP NEW $8,6150.00%119 -23-16.2% -$1,665 减仓
IFF INTERNATIONAL FLAVORS&FRAGRA $8,6350.00%109 76.9% $555 加仓
NWE NORTHWESTERN ENERGY GROUP IN $8,6670.00%121 00.0% — 不变
EXPE EXPEDIA GROUP INC $8,7000.00%34 -3-8.1% -$768 减仓
DFIS DIMENSIONAL ETF TRUST $8,7230.00%249 -249-50.0% -$8,723 减仓
PNR PENTAIR PLC $8,7400.00%114 00.0% — 不变
SSNC SS&C TECH HLDGS $8,7500.00%141 4953.3% $3,041 加仓
CPNG COUPANG INC $8,7720.00%505 -166-24.7% -$2,883 减仓
AEG AEGON LTD $8,7950.00%1,042 00.0% — 不变
AGIO AGIOS PHARMACEUTICALS INC $8,7960.00%237 00.0% — 不变
ORI OLD REP INTL CORP $8,7980.00%215 00.0% — 不变
ORA ORMAT TECHNOLOGIES INC $8,8210.00%81 45.2% $436 加仓
GH GUARDANT HEALTH INC $8,8520.00%59 47.3% $600 加仓
LPL LG DISPLAY CO LTD $8,8580.00%2,277 -282-11.0% -$1,097 减仓
MORN MORNINGSTAR INC $8,8940.00%57 -8-12.3% -$1,248 减仓
SLM SLM CORP $8,8980.00%343 237.2% $597 加仓
PSA PUBLIC STORAGE $8,9130.00%28 -10-26.3% -$3,183 减仓
EG EVEREST GROUP LTD $8,9310.00%25 00.0% — 不变
MTH MERITAGE HOMES CORP $8,9720.00%107 1516.3% $1,258 加仓
ZION ZIONS BANCORPORATION NATL AS $8,9950.00%130 86.6% $554 加仓
CDW CDW CORP $9,0010.00%64 -1-1.5% -$141 减仓
SMFG SUMITOMO MITSUI FIN GRP INC $9,0550.00%384 00.0% — 不变
MDB MONGODB INC $9,0700.00%27 417.4% $1,344 加仓
SPXC SPX TECHNOLOGIES INC $9,0720.00%37 00.0% — 不变
CRL CHARLES RIV LABS INTL INC $9,0720.00%40 00.0% — 不变
POST POST HLDGS INC $9,0910.00%103 1618.4% $1,412 加仓
SOLS SOLSTICE ADVANCED MATLS INC $9,1260.00%103 00.0% — 不变
NI NISOURCE INC $9,1300.00%192 116.1% $523 加仓