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
PKX POSCO HOLDINGS INC $1.78万0.00%304 5723.1% $3,334 加仓
HSY HERSHEY CO $1.79万0.00%86 00.0% — 不变
VRSN VERISIGN INC $1.79万0.00%72 914.3% $2,235 加仓
LEA LEAR CORP $1.80万0.00%149 42.8% $484 加仓
USFD US FOODS HLDG CORP $1.81万0.00%196 -10-4.9% -$922 减仓
NSC NORFOLK SOUTHN CORP $1.81万0.00%63 23.3% $574 加仓
GSK GSK PLC $1.82万0.00%329 181122.3% $9,990 加仓
PNFP PINNACLE FINL PARTNERS INC $1.83万0.00%212 212— $1.83万 新建仓
SHW SHERWIN WILLIAMS CO $1.83万0.00%57 -28-32.9% -$8,976 减仓
AEIS ADVANCED ENERGY INDS $1.84万0.00%57 47.5% $1,291 加仓
TDG TRANSDIGM GROUP INC $1.85万0.00%16 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC $1.88万0.00%228 -9-3.8% -$741 减仓
MFG MIZUHO FINANCIAL GROUP INC $1.89万0.00%2,374 2139.9% $1,691 加仓
BCS BARCLAYS PLC $1.89万0.00%892 -134-13.1% -$2,835 减仓
WMB WILLIAMS COS INC $1.89万0.00%260 5929.4% $4,294 加仓
INGR INGREDION INC $1.89万0.00%168 -11-6.1% -$1,239 减仓
PTC PTC INC $1.90万0.00%133 -11-7.6% -$1,567 减仓
NVMI NOVA LTD $1.91万0.00%44 -8-15.4% -$3,474 减仓
AMG AFFILIATED MANAGERS GROUP $1.94万0.00%70 22.9% $553 加仓
TWLO TWILIO INC $1.94万0.00%154 32.0% $377 加仓
CTRE CARETRUST REIT INC $1.94万0.00%530 -176-24.9% -$6,451 减仓
IRM IRON MTN INC DEL $1.99万0.00%195 6954.8% $7,048 加仓
TEL TE CONNECTIVITY PLC $2.01万0.00%96 -5-5.0% -$1,045 减仓
INTF ISHARES TR $2.01万0.00%517 517— $2.01万 新建仓
BWXT BWX TECHNOLOGIES INC $2.02万0.00%99 00.0% — 不变
FICO FAIR ISAAC CORP $2.03万0.00%19 -1-5.0% -$1,068 减仓
SM SM ENERGY COMPANY $2.03万0.00%652 501331.8% $1.56万 加仓
FANG DIAMONDBACK ENERGY INC $2.08万0.00%105 00.0% — 不变
NUE NUCOR CORP $2.08万0.00%123 00.0% — 不变
OGE OGE ENERGY CORP $2.08万0.00%434 00.0% — 不变
RJF RAYMOND JAMES FINL INC $2.08万0.00%144 00.0% — 不变
STT STATE STR CORP $2.09万0.00%165 00.0% — 不变
ED CONSOLIDATED EDISON INC $2.11万0.00%186 63.3% $679 加仓
WPM WHEATON PRECIOUS METALS CORP $2.12万0.00%162 -65-28.6% -$8,516 减仓
SAP SAP SE $2.12万0.00%124 -18-12.7% -$3,082 减仓
WCC WESCO INTL INC $2.13万0.00%78 22.6% $547 加仓
MTD METTLER TOLEDO INTERNATIONAL $2.14万0.00%17 430.8% $5,045 加仓
— WARNER BROS DISCOVERY INC $2.15万0.00%784 -65-7.7% -$1,785 减仓
WIT WIPRO LTD $2.16万0.00%10,180 -530-4.9% -$1,124 减仓
USB US BANCORP $2.16万0.00%416 00.0% — 不变
MET METLIFE INC $2.19万0.00%309 -23-6.9% -$1,627 减仓
TPR TAPESTRY INC $2.19万0.00%155 3024.0% $4,233 加仓
PHM PULTE GROUP INC $2.19万0.00%186 00.0% — 不变
RGLD ROYAL GOLD INC $2.19万0.00%86 00.0% — 不变
FTNT FORTINET INC $2.20万0.00%269 155.9% $1,226 加仓
ODFL OLD DOMINION FREIGHT LINE IN $2.23万0.00%114 00.0% — 不变
VPL VANGUARD INTL EQUITY INDEX F $2.24万0.00%229 229— $2.24万 新建仓
FOXA FOX CORP $2.26万0.00%387 -52-11.8% -$3,037 减仓
YUMC YUM CHINA HLDGS INC $2.26万0.00%464 255.7% $1,220 加仓
BA BOEING CO $2.27万0.00%114 00.0% — 不变
TW TRADEWEB MKTS INC $2.27万0.00%193 6854.4% $8,001 加仓
BIIB BIOGEN INC $2.27万0.00%124 00.0% — 不变
TD TORONTO DOMINION BK ONT $2.29万0.00%245 114.7% $1,026 加仓
PDFS PDF SOLUTIONS INC $2.29万0.00%699 00.0% — 不变
PAYX PAYCHEX INC $2.29万0.00%249 9157.6% $8,383 加仓
BUD ANHEUSER BUSCH INBEV SA NV $2.30万0.00%331 00.0% — 不变
DAL DELTA AIR LINES INC $2.30万0.00%346 11751.1% $7,778 加仓
INFY INFOSYS LTD $2.31万0.00%1,708 -247-12.6% -$3,337 减仓
FFIV F5 INC $2.31万0.00%80 -2-2.4% -$579 减仓
LNG CHENIERE ENERGY INC $2.33万0.00%82 00.0% — 不变
IMOS CHIPMOS TECHNOLOGIES INC $2.34万0.00%653 -746-53.3% -$2.67万 减仓
XLI SELECT SECTOR SPDR TR $2.35万0.00%145 00.0% — 不变
MAS MASCO CORP $2.36万0.00%391 00.0% — 不变
ECL ECOLAB INC $2.37万0.00%89 -34-27.6% -$9,045 减仓
RBLX ROBLOX CORP $2.37万0.00%419 -26-5.8% -$1,471 减仓
BKR BAKER HUGHES COMPANY $2.37万0.00%389 123.2% $733 加仓
NVT NVENT ELEC PLC $2.38万0.00%201 -7-3.4% -$828 减仓
RDY DR REDDYS LABS LTD $2.39万0.00%1,724 -119-6.5% -$1,648 减仓
JXN JACKSON FINANCIAL INC $2.42万0.00%229 41.8% $423 加仓
UTHR UNITED THERAPEUTICS CORP DEL $2.43万0.00%41 -2-4.7% -$1,186 减仓
SO SOUTHERN CO $2.44万0.00%253 -10-3.8% -$965 减仓
JBL JABIL INC $2.44万0.00%92 1722.7% $4,516 加仓
MTZ MASTEC INC $2.45万0.00%76 00.0% — 不变
CWK CUSHMAN AND WAKEFIELD LTD $2.45万0.00%1,997 -40-2.0% -$490 减仓
— HOLOGIC INC $2.46万0.00%325 206.6% $1,512 加仓
EXPO EXPONENT INC $2.46万0.00%377 305423.6% $1.99万 加仓
SCCO SOUTHERN COPPER CORP $2.46万0.00%143 00.0% — 不变
URI UNITED RENTALS INC $2.48万0.00%34 -10-22.7% -$7,286 减仓
RIO RIO TINTO PLC $2.48万0.00%266 2912.2% $2,706 加仓
MKSI MKS INC. $2.48万0.00%108 21.9% $460 加仓
— GLOBAL X FDS $2.49万0.00%575 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $2.49万0.00%293 -8-2.7% -$680 减仓
RY ROYAL BK CDA $2.49万0.00%154 10.7% $162 加仓
SWX SOUTHWEST GAS HLDGS INC $2.49万0.00%287 4719.6% $4,084 加仓
GRMN GARMIN LTD $2.51万0.00%108 2428.6% $5,568 加仓
MPC MARATHON PETE CORP $2.52万0.00%103 -40-28.0% -$9,767 减仓
NOC NORTHROP GRUMMAN CORP $2.52万0.00%37 827.6% $5,458 加仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $2.54万0.00%1,498 32527.7% $5,515 加仓
SRE SEMPRA $2.55万0.00%262 11679.5% $1.13万 加仓
UNP UNION PAC CORP $2.55万0.00%105 3652.2% $8,735 加仓
WAB WABTEC $2.55万0.00%102 2736.0% $6,748 加仓
AON AON PLC $2.55万0.00%79 -9-10.2% -$2,905 减仓
MRSH MARSH & MCLENNAN COS INC $2.58万0.00%149 -5-3.2% -$867 减仓
IYW ISHARES TR $2.59万0.00%143 00.0% — 不变
GLNG GOLAR LNG LTD $2.60万0.00%481 00.0% — 不变
PCAR PACCAR INC $2.61万0.00%226 -5-2.2% -$578 减仓
COHR COHERENT CORP $2.62万0.00%110 32.8% $715 加仓
WCN WASTE CONNECTIONS INC $2.63万0.00%162 149.5% $2,274 加仓
IUSV ISHARES TR $2.64万0.00%258 00.0% — 不变
EXC EXELON CORP $2.65万0.00%540 287113.4% $1.41万 加仓