13F 机构持仓

Bell Investment Advisors, Inc

ORINDA CA · SEC CIK 0001890149

2026Q22026Q1 更早 9 个季度 🔒
$6.39亿2026Q1 申报市值
1,860持仓数
58.0%前十大占比 · 第一大 10.1%
147 / 102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

GBIL 10.1%
FNDX 9.5%
VMBS 7.7%
TDTT 7.6%
TLT 5.8%
FNDF 4.9%
SCHX 3.6%
MTUM 3.3%
VTV 3.0%
QUAL 2.4%

2026Q1 买入最多 按季末市值估算

FNDX 加仓+$459.73万
AAPL 加仓+$318.45万
PG 加仓+$226.41万
VGLT 加仓+$124.55万
TDTT 加仓+$111.26万

2026Q1 卖出最多 按季末市值估算

FNDA 减仓-$609.44万
FNDF 减仓-$200.59万
MTUM 减仓-$98.47万
IEMG 减仓-$65.75万
VTV 减仓-$59.33万

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
SU SUNCOR ENERGY INC NEW $1.36万0.00%206 00.0% — 不变
MLI MUELLER INDS INC $1.36万0.00%123 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $1.36万0.00%84 47127.0% $7,637 加仓
ENLT ENLIGHT RENEWABLE ENERGY LTD $1.37万0.00%200 -51-20.3% -$3,481 减仓
IX ORIX CORP $1.37万0.00%456 22194.0% $6,628 加仓
HAL HALLIBURTON CO $1.37万0.00%352 00.0% — 不变
FORM FORMFACTOR INC $1.38万0.00%142 00.0% — 不变
UPWK UPWORK INC $1.39万0.00%1,264 00.0% — 不变
PNW PINNACLE WEST CAP CORP $1.39万0.00%138 -4-2.8% -$403 减仓
AM ANTERO MIDSTREAM CORP $1.39万0.00%611 00.0% — 不变
HPQ HP INC $1.40万0.00%728 -333-31.4% -$6,394 减仓
XPO XPO INC $1.40万0.00%72 22.9% $389 加仓
ABNB AIRBNB INC $1.40万0.00%111 4056.3% $5,052 加仓
HBAN HUNTINGTON BANCSHARES INC $1.40万0.00%896 36568.7% $5,712 加仓
VCSH VANGUARD SCOTTSDALE FDS $1.40万0.00%177 177— $1.40万 新建仓
PR PERMIAN RESOURCES CORP $1.41万0.00%660 00.0% — 不变
— TAYLOR MORRISON HOME CORP $1.41万0.00%242 167.1% $932 加仓
APO APOLLO GLOBAL MGMT INC $1.42万0.00%127 -42-24.9% -$4,680 减仓
DECK DECKERS OUTDOOR CORP $1.42万0.00%142 00.0% — 不变
VTR VENTAS INC $1.42万0.00%174 3121.7% $2,535 加仓
DKS DICKS SPORTING GOODS INC $1.43万0.00%72 2141.2% $4,164 加仓
PFGC PERFORMANCE FOOD GROUP CO $1.43万0.00%167 -80-32.4% -$6,853 减仓
NTRA NATERA INC $1.44万0.00%72 -2-2.7% -$400 减仓
— MASIMO CORP $1.44万0.00%81 60285.7% $1.07万 加仓
ENTG ENTEGRIS INC $1.44万0.00%123 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $1.45万0.00%50 24.2% $581 加仓
GPI GROUP 1 AUTOMOTIVE INC $1.45万0.00%44 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $1.46万0.00%116 3339.8% $4,140 加仓
UNM UNUM GROUP $1.46万0.00%200 00.0% — 不变
WU WESTERN UN CO $1.46万0.00%1,673 613.8% $533 加仓
INCY INCYTE CORP $1.47万0.00%156 4338.1% $4,047 加仓
VICI VICI PPTYS INC $1.47万0.00%538 7415.9% $2,022 加仓
ITUB ITAU UNIBANCO HLDG S A $1.47万0.00%1,760 29520.1% $2,472 加仓
EME EMCOR GROUP INC $1.48万0.00%20 425.0% $2,953 加仓
EQNR EQUINOR ASA $1.48万0.00%350 7527.3% $3,165 加仓
DOV DOVER CORP $1.48万0.00%71 00.0% — 不变
MFC MANULIFE FINL CORP $1.48万0.00%430 -66-13.3% -$2,273 减仓
FSS FEDERAL SIGNAL CORP $1.48万0.00%137 00.0% — 不变
CPB THE CAMPBELLS COMPANY $1.48万0.00%666 371125.8% $8,262 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $1.49万0.00%1,318 23521.7% $2,648 加仓
KMI KINDER MORGAN INC DEL $1.50万0.00%446 00.0% — 不变
DDOG DATADOG INC $1.50万0.00%127 -24-15.9% -$2,833 减仓
HEI HEICO CORP NEW $1.51万0.00%55 -26-32.1% -$7,129 减仓
KVUE KENVUE INC $1.51万0.00%875 182.1% $310 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $1.51万0.00%212 7858.2% $5,552 加仓
OHI OMEGA HEALTHCARE INVS INC $1.52万0.00%346 12758.0% $5,565 加仓
IEFA ISHARES TR $1.52万0.00%168 -1,306-88.6% -$11.82万 减仓
MTG MGIC INVT CORP WIS $1.52万0.00%580 00.0% — 不变
THC TENET HEALTHCARE CORP $1.53万0.00%81 -15-15.6% -$2,831 减仓
CHD CHURCH & DWIGHT CO INC $1.53万0.00%164 -12-6.8% -$1,120 减仓
ESNT ESSENT GROUP LTD $1.53万0.00%262 93.6% $526 加仓
CRUS CIRRUS LOGIC INC $1.53万0.00%106 1111.6% $1,591 加仓
BTI BRITISH AMERN TOB PLC $1.55万0.00%265 197.7% $1,111 加仓
BG BUNGE GLOBAL SA $1.55万0.00%122 43.4% $509 加仓
EPRT ESSENTIAL PPTYS RLTY TR INC $1.55万0.00%512 -60-10.5% -$1,822 减仓
CNI CANADIAN NATL RY CO $1.57万0.00%153 -5-3.2% -$514 减仓
CACI CACI INTL INC $1.58万0.00%29 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $1.59万0.00%68 1017.2% $2,333 加仓
SOFI SOFI TECHNOLOGIES INC $1.60万0.00%1,005 -24-2.3% -$381 减仓
WTFC WINTRUST FINL CORP $1.61万0.00%116 -50-30.1% -$6,947 减仓
PRU PRUDENTIAL FINL INC $1.61万0.00%165 -60-26.7% -$5,861 减仓
SCHK SCHWAB STRATEGIC TR $1.62万0.00%516 20.4% $63 加仓
MSCI MSCI INC $1.62万0.00%30 -5-14.3% -$2,695 减仓
EVRG EVERGY INC $1.62万0.00%198 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $1.64万0.00%149 -24-13.9% -$2,635 减仓
UMC UNITED MICROELECTRONICS CORP $1.64万0.00%1,822 20412.6% $1,832 加仓
EXR EXTRA SPACE STORAGE INC $1.65万0.00%126 00.0% — 不变
SYF SYNCHRONY FINANCIAL $1.65万0.00%243 -6-2.4% -$408 减仓
BBIO BRIDGEBIO PHARMA INC $1.66万0.00%223 -7-3.0% -$520 减仓
WERN WERNER ENTERPRISES INC $1.66万0.00%564 27595.2% $8,088 加仓
UNF UNIFIRST CORP MASS $1.66万0.00%66 00.0% — 不变
BIP BROOKFIELD INFRASTRUCTURE PA $1.67万0.00%461 00.0% — 不变
SNX TD SYNNEX CORPORATION $1.67万0.00%99 00.0% — 不变
AIT APPLIED INDL TECHNOLOGIES IN $1.67万0.00%63 00.0% — 不变
TGT TARGET CORP $1.67万0.00%138 4243.8% $5,091 加仓
TAK TAKEDA PHARMACEUTICAL CO LTD $1.68万0.00%905 535144.6% $9,908 加仓
DFIS DIMENSIONAL ETF TRUST $1.68万0.00%498 498— $1.68万 新建仓
ARW ARROW ELECTRS INC $1.68万0.00%117 00.0% — 不变
AN AUTONATION INC $1.68万0.00%86 00.0% — 不变
WDS WOODSIDE ENERGY GROUP LTD $1.68万0.00%705 10317.1% $2,460 加仓
LITE LUMENTUM HLDGS INC $1.69万0.00%24 -1-4.0% -$703 减仓
AMT AMERICAN TOWER CORP $1.69万0.00%98 -70-41.7% -$1.21万 减仓
COIN COINBASE GLOBAL INC $1.69万0.00%97 33.2% $524 加仓
APPF APPFOLIO INC $1.70万0.00%108 4571.4% $7,102 加仓
RBA RB GLOBAL INC $1.71万0.00%178 -34-16.0% -$3,259 减仓
ING ING GROEP N.V. $1.71万0.00%656 00.0% — 不变
TRMB TRIMBLE INC $1.73万0.00%265 83.1% $522 加仓
CPRT COPART INC $1.73万0.00%521 -53-9.2% -$1,760 减仓
HAS HASBRO INC $1.73万0.00%185 00.0% — 不变
EOG EOG RES INC $1.73万0.00%120 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $1.74万0.00%62 11.6% $281 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $1.75万0.00%248 -40-13.9% -$2,820 减仓
KT KT CORP $1.75万0.00%817 817— $1.75万 新建仓
ALNY ALNYLAM PHARMACEUTICALS INC $1.75万0.00%53 1747.2% $5,625 加仓
WTM WHITE MTNS INS GROUP LTD $1.76万0.00%8 00.0% — 不变
RS RELIANCE INC $1.76万0.00%58 00.0% — 不变
SNY SANOFI SA $1.76万0.00%366 14565.6% $6,986 加仓
ROL ROLLINS INC $1.77万0.00%331 -73-18.1% -$3,899 减仓
JD JD.COM INC $1.77万0.00%598 16237.2% $4,790 加仓
FHN FIRST HORIZON CORPORATION $1.78万0.00%780 00.0% — 不变