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
SITM SITIME CORP $1.27万0.00%17 16.2% $746 加仓
TFC TRUIST FINL CORP $1.27万0.00%255 104.1% $498 加仓
MEDP MEDPACE HLDGS INC $1.27万0.00%24 00.0% — 不变
TXNM TXNM ENERGY INC $1.27万0.00%224 00.0% — 不变
UL UNILEVER PLC $1.27万0.00%212 3620.5% $2,164 加仓
TSEM TOWER SEMICONDUCTOR LTD $1.28万0.00%49 00.0% — 不变
AZO AUTOZONE INC $1.28万0.00%4 00.0% — 不变
TRMB TRIMBLE INC $1.28万0.00%250 -15-5.7% -$768 减仓
NWG NATWEST GROUP PLC $1.29万0.00%730 -1-0.1% -$18 减仓
AIQ GLOBAL X FDS $1.29万0.00%197 00.0% — 不变
PTC PTC INC $1.30万0.00%114 -19-14.3% -$2,159 减仓
TW TRADEWEB MKTS INC $1.30万0.00%130 -63-32.6% -$6,279 减仓
DGII DIGI INTL INC $1.30万0.00%173 00.0% — 不变
KEP KOREA ELEC PWR CORP $1.30万0.00%1,077 830336.0% $1.00万 加仓
EXPO EXPONENT INC $1.30万0.00%222 -155-41.1% -$9,108 减仓
J JACOBS SOLUTIONS INC $1.31万0.00%104 60136.4% $7,560 加仓
MCHP MICROCHIP TECHNOLOGY INC. $1.31万0.00%144 -14-8.9% -$1,277 减仓
CVNA CARVANA CO $1.32万0.00%200 -5-2.4% -$329 减仓
BAM BROOKFIELD ASSET MANAGMT LTD $1.32万0.00%294 00.0% — 不变
VPL VANGUARD INTL EQUITY INDEX F $1.32万0.00%114 -115-50.2% -$1.33万 减仓
KEX KIRBY CORP $1.32万0.00%97 00.0% — 不变
AME AMETEK INC $1.33万0.00%55 47.8% $968 加仓
CACI CACI INTL INC $1.34万0.00%29 00.0% — 不变
BG BUNGE GLOBAL SA $1.34万0.00%126 43.3% $427 加仓
TKO TKO GROUP HOLDINGS INC $1.35万0.00%67 23.1% $403 加仓
THG HANOVER INS GROUP INC $1.35万0.00%63 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $1.35万0.00%57 -11-16.2% -$2,611 减仓
ROP ROPER TECHNOLOGIES INC $1.35万0.00%40 825.0% $2,707 加仓
CBOE CBOE GLOBAL MKTS INC $1.36万0.00%56 -6-9.7% -$1,456 减仓
GNTX GENTEX CORP $1.36万0.00%538 -12-2.2% -$303 减仓
— GATES INDL CORP PLC $1.36万0.00%487 204.3% $559 加仓
THC TENET HEALTHCARE CORP $1.37万0.00%73 -8-9.9% -$1,497 减仓
MKL MARKEL GROUP INC $1.37万0.00%7 375.0% $5,859 加仓
MDLZ MONDELEZ INTL INC $1.37万0.00%237 4020.3% $2,314 加仓
WERN WERNER ENTERPRISES INC $1.37万0.00%315 -249-44.1% -$1.09万 减仓
AN AUTONATION INC $1.37万0.00%74 -12-14.0% -$2,230 减仓
DKNG DRAFTKINGS INC NEW $1.38万0.00%545 183.4% $455 加仓
MTB M & T BK CORP $1.38万0.00%58 23.6% $476 加仓
HALO HALOZYME THERAPEUTICS INC $1.39万0.00%177 00.0% — 不变
AM ANTERO MIDSTREAM CORP $1.39万0.00%611 00.0% — 不变
EAT BRINKER INTL INC $1.39万0.00%83 00.0% — 不变
AVT AVNET INC $1.39万0.00%157 64.0% $533 加仓
P EVERPURE INC $1.39万0.00%177 52.9% $394 加仓
AWK AMERICAN WTR WKS CO INC NEW $1.39万0.00%106 2327.7% $3,026 加仓
DIOD DIODES INC $1.40万0.00%128 00.0% — 不变
WDS WOODSIDE ENERGY GROUP LTD $1.41万0.00%731 263.7% $502 加仓
SKYD PARAMOUNT SKYDANCE CORP $1.42万0.00%1,445 -15-1.0% -$148 减仓
QLYS QUALYS INC $1.43万0.00%104 90642.9% $1.24万 加仓
MHO M/I HOMES INC $1.43万0.00%89 00.0% — 不变
LYG LLOYDS BANKING GROUP PLC $1.43万0.00%2,461 2139.5% $1,242 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $1.45万0.00%1,296 -22-1.7% -$245 减仓
ABNB AIRBNB INC $1.45万0.00%101 -10-9.0% -$1,431 减仓
DECK DECKERS OUTDOOR CORP $1.45万0.00%146 42.8% $397 加仓
DGRO ISHARES TR $1.46万0.00%192 00.0% — 不变
RDY DR REDDYS LABS LTD $1.46万0.00%1,005 -719-41.7% -$1.04万 减仓
HUBB HUBBELL INC $1.47万0.00%28 13.7% $523 加仓
XBI SPDR SERIES TRUST $1.47万0.00%93 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $1.48万0.00%49 -4-7.5% -$1,204 减仓
PKG PACKAGING CORP AMER $1.48万0.00%62 52520.0% $1.24万 加仓
XPO XPO INC $1.48万0.00%72 00.0% — 不变
BEKE KE HLDGS INC $1.48万0.00%1,020 769306.4% $1.12万 加仓
CRUS CIRRUS LOGIC INC $1.49万0.00%100 -6-5.7% -$891 减仓
CPRT COPART INC $1.50万0.00%532 112.1% $310 加仓
CIB GRUPO CIBEST SA $1.50万0.00%189 95.0% $715 加仓
BOTZ GLOBAL X FDS $1.50万0.00%396 00.0% — 不变
KMB KIMBERLY-CLARK CORP $1.50万0.00%137 6590.3% $7,135 加仓
AYI ACUITY INC $1.51万0.00%40 00.0% — 不变
APPF APPFOLIO INC $1.51万0.00%94 -14-13.0% -$2,245 减仓
MLI MUELLER INDS INC $1.51万0.00%123 00.0% — 不变
COO COOPER COS INC $1.52万0.00%212 -568-72.8% -$4.07万 减仓
MOD MODINE MFG CO $1.52万0.00%57 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT IN $1.54万0.00%84 33.7% $549 加仓
BRO BROWN & BROWN INC $1.54万0.00%240 155182.4% $9,943 加仓
GOLF ACUSHNET HLDGS CORP $1.54万0.00%130 00.0% — 不变
FTAI FTAI AVIATION LTD $1.54万0.00%57 23.6% $541 加仓
VTR VENTAS INC $1.55万0.00%174 00.0% — 不变
BNS BANK NOVA SCOTIA B C $1.55万0.00%178 00.0% — 不变
GIB CGI INC $1.55万0.00%240 138135.3% $8,911 加仓
APO APOLLO GLOBAL MGMT INC $1.56万0.00%132 53.9% $592 加仓
CHD CHURCH & DWIGHT CO INC $1.57万0.00%162 -2-1.2% -$194 减仓
EPRT ESSENTIAL PPTYS RLTY TR INC $1.58万0.00%528 163.1% $478 加仓
VLTO VERALTO CORP $1.58万0.00%178 6253.4% $5,498 加仓
CTAS CINTAS CORP $1.58万0.00%93 2638.8% $4,422 加仓
AFRM AFFIRM HLDGS INC $1.58万0.00%194 -12-5.8% -$979 减仓
SONY SONY GROUP CORP $1.59万0.00%791 -541-40.6% -$1.09万 减仓
FITB FIFTH THIRD BANCORP $1.59万0.00%282 93.3% $507 加仓
CWK CUSHMAN AND WAKEFIELD LTD $1.60万0.00%1,193 -804-40.3% -$1.08万 减仓
TDG TRANSDIGM GROUP INC $1.60万0.00%12 -4-25.0% -$5,328 减仓
PODD INSULET CORP $1.60万0.00%105 64156.1% $9,744 加仓
WMB WILLIAMS COS INC $1.61万0.00%216 -44-16.9% -$3,271 减仓
EOG EOG RES INC $1.61万0.00%124 43.3% $519 加仓
NTRS NORTHERN TR CORP $1.62万0.00%93 33.3% $522 加仓
IEFA ISHARES TR $1.62万0.00%168 00.0% — 不变
DOCN DIGITALOCEAN HLDGS INC $1.63万0.00%104 00.0% — 不变
MTG MGIC INVT CORP WIS $1.64万0.00%580 00.0% — 不变
BTI BRITISH AMERN TOB PLC $1.64万0.00%265 00.0% — 不变
DOV DOVER CORP $1.64万0.00%73 22.8% $449 加仓
NTES NETEASE COM INC $1.64万0.00%128 5780.3% $7,304 加仓
OHI OMEGA HEALTHCARE INVS INC $1.65万0.00%346 00.0% — 不变
TEL TE CONNECTIVITY PLC $1.65万0.00%82 -14-14.6% -$2,823 减仓