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
LW LAMB WESTON HLDGS INC $3.61万0.01%837 121.5% $518 加仓
PNW PINNACLE WEST CAP CORP $3.62万0.01%338 200144.9% $2.14万 加仓
NTB BANK OF N T BUTTERFIELD & SO $3.66万0.01%615 00.0% — 不变
NEM NEWMONT CORP $3.71万0.01%397 00.0% — 不变
PXF INVESCO EXCH TRADED FD TR II $3.74万0.01%494 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $3.74万0.01%1,239 -47-3.7% -$1,419 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $3.75万0.01%348 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $3.78万0.01%885 13918.6% $5,933 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $3.81万0.01%140 -3-2.1% -$816 减仓
CAG CONAGRA BRANDS INC $3.81万0.01%2,831 1,14668.0% $1.54万 加仓
HSBC HSBC HLDGS PLC $3.85万0.01%405 00.0% — 不变
CLX CLOROX CO DEL $3.87万0.01%406 -82-16.8% -$7,826 减仓
DTM DT MIDSTREAM INC $3.89万0.01%265 00.0% — 不变
GD GENERAL DYNAMICS CORP $3.90万0.01%110 -20-15.4% -$7,085 减仓
MCK MCKESSON CORP $3.93万0.01%52 -10-16.1% -$7,556 减仓
DUK DUKE ENERGY CORP NEW $3.96万0.01%313 9845.6% $1.24万 加仓
URI UNITED RENTALS INC $3.97万0.01%35 12.9% $1,133 加仓
LOW LOWES COS INC $3.99万0.01%181 -21-10.4% -$4,630 减仓
PSMT PRICESMART INC $4.04万0.01%207 -3-1.4% -$586 减仓
NVS NOVARTIS AG $4.06万0.01%259 -4-1.5% -$627 减仓
USB US BANCORP $4.08万0.01%675 25962.3% $1.56万 加仓
CI THE CIGNA GROUP $4.08万0.01%148 -5-3.3% -$1,378 减仓
HDB HDFC BANK LTD $4.10万0.01%1,587 20114.5% $5,192 加仓
CTVA CORTEVA INC $4.11万0.01%485 61.3% $508 加仓
MET METLIFE INC $4.14万0.01%489 18058.3% $1.52万 加仓
AXON AXON ENTERPRISE INC $4.15万0.01%74 -2-2.6% -$1,121 减仓
CHRW C H ROBINSON WORLDWIDE IN $4.16万0.01%221 -10-4.3% -$1,883 减仓
EVR EVERCORE INC $4.17万0.01%122 00.0% — 不变
IMOS CHIPMOS TECHNOLOGIES INC $4.20万0.01%653 00.0% — 不变
KTB KONTOOR BRANDS INC $4.24万0.01%509 5005,555.6% $4.17万 加仓
DASH DOORDASH INC $4.24万0.01%230 00.0% — 不变
HWM HOWMET AEROSPACE INC $4.25万0.01%158 00.0% — 不变
ROST ROSS STORES INC $4.26万0.01%200 21.0% $426 加仓
SKM SK TELECOM CO LTD $4.27万0.01%1,329 393.0% $1,254 加仓
HLT HILTON WORLDWIDE HLDGS INC $4.30万0.01%130 21.6% $661 加仓
VYM VANGUARD WHITEHALL FDS $4.33万0.01%274 -1-0.4% -$158 减仓
ALAB ASTERA LABS INC $4.35万0.01%90 -5-5.3% -$2,415 减仓
UNP UNION PAC CORP $4.35万0.01%160 5552.4% $1.50万 加仓
ADBE ADOBE INC $4.37万0.01%213 -9-4.1% -$1,845 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $4.37万0.01%175 1811.5% $4,500 加仓
CVS CVS HEALTH CORP $4.41万0.01%426 122.9% $1,241 加仓
COHR COHERENT CORP $4.42万0.01%112 21.8% $789 加仓
FAST FASTENAL CO $4.43万0.01%923 -1-0.1% -$48 减仓
EW EDWARDS LIFESCIENCES CORP $4.44万0.01%491 -8-1.6% -$724 减仓
CAH CARDINAL HEALTH INC $4.49万0.01%189 3018.9% $7,127 加仓
WF WOORI FINL GROUP INC $4.55万0.01%793 11817.5% $6,773 加仓
— ELECTRONIC ARTS INC $4.63万0.01%226 20.9% $410 加仓
IWF ISHARES TR $4.67万0.01%376 00.0% — 不变
PWR QUANTA SVCS INC $4.68万0.01%65 34.8% $2,160 加仓
O REALTY INCOME CORP $4.68万0.01%756 11918.7% $7,373 加仓
MKSI MKS INC. $4.71万0.01%106 -2-1.9% -$890 减仓
XYL XYLEM INC $4.85万0.01%410 -15-3.5% -$1,773 减仓
CRM SALESFORCE INC $4.86万0.01%310 -172-35.7% -$2.69万 减仓
FFIV F5 INC $4.87万0.01%117 3746.2% $1.54万 加仓
UAL UNITED AIRLS HLDGS INC $4.91万0.01%361 00.0% — 不变
— EMPIRE ST RLTY OP L P $4.94万0.01%9,848 00.0% — 不变
MTSI MACOM TECH SOLUTIONS HLDGS I $4.94万0.01%130 21.6% $761 加仓
PDFS PDF SOLUTIONS INC $4.95万0.01%699 00.0% — 不变
VSXY VICTORIAS SECRET AND CO $4.97万0.01%595 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $4.97万0.01%1,717 -10-0.6% -$290 减仓
UMC UNITED MICROELECTRONICS CORP $5.06万0.01%1,859 372.0% $1,007 加仓
MELI MERCADOLIBRE INC $5.09万0.01%30 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $5.12万0.01%374 15067.0% $2.05万 加仓
ROIV ROIVANT SCIENCES LTD $5.12万0.01%1,446 -25-1.7% -$885 减仓
MAR MARRIOTT INTL INC NEW $5.15万0.01%139 21.5% $741 加仓
HIG HARTFORD INSURANCE GROUP INC $5.17万0.01%390 -98-20.1% -$1.30万 减仓
UBER UBER TECHNOLOGIES INC $5.18万0.01%718 -27-3.6% -$1,948 减仓
CRWD CROWDSTRIKE HLDGS INC $5.19万0.01%68 -14-17.1% -$1.07万 减仓
VRSK VERISK ANALYTICS INC $5.21万0.01%290 10758.5% $1.92万 加仓
NET CLOUDFLARE INC $5.22万0.01%213 -5-2.3% -$1,226 减仓
F FORD MTR CO $5.25万0.01%3,779 1072.9% $1,487 加仓
SPG SIMON PPTY GROUP INC NEW $5.30万0.01%237 -1-0.4% -$224 减仓
PSX PHILLIPS 66 $5.31万0.01%314 9946.0% $1.67万 加仓
NTAP NETAPP INC $5.49万0.01%355 303582.7% $4.69万 加仓
HCA HCA HEALTHCARE INC $5.50万0.01%141 21.4% $780 加仓
AIG AMERICAN INTL GROUP INC $5.50万0.01%738 14925.3% $1.11万 加仓
VGT VANGUARD WORLD FD $5.60万0.01%468 -4-0.8% -$478 减仓
ADP AUTOMATIC DATA PROCESSING IN $5.60万0.01%250 4924.4% $1.10万 加仓
SHG SHINHAN FINANCIAL GROUP CO L $5.60万0.01%886 13918.6% $8,792 加仓
PGR PROGRESSIVE CORP $5.68万0.01%260 -17-6.1% -$3,714 减仓
PM PHILIP MORRIS INTL INC $5.75万0.01%318 -72-18.5% -$1.30万 减仓
EBAY EBAY INC. $5.82万0.01%521 91.8% $1,006 加仓
CME CME GROUP INC $5.85万0.01%265 4017.8% $8,833 加仓
CHT CHUNGHWA TELECOM CO LTD $5.87万0.01%1,326 292.2% $1,284 加仓
CIEN CIENA CORP $5.94万0.01%121 -1-0.8% -$491 减仓
CEG CONSTELLATION ENERGY CORP $5.96万0.01%240 -32-11.8% -$7,948 减仓
XEL XCEL ENERGY INC $6.04万0.01%752 60.8% $482 加仓
TMUS T-MOBILE US INC $6.06万0.01%361 -33-8.4% -$5,535 减仓
MNST MONSTER BEVERAGE CORP NEW $6.07万0.01%631 00.0% — 不变
MCO MOODYS CORP $6.07万0.01%134 -19-12.4% -$8,606 减仓
WSM WILLIAMS SONOMA INC $6.11万0.01%262 -23-8.1% -$5,361 减仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $6.11万0.01%2,028 00.0% — 不变
SOLV SOLVENTUM CORP $6.16万0.01%799 00.0% — 不变
KB KB FINL GROUP INC $6.25万0.01%595 11824.7% $1.24万 加仓
HOOD ROBINHOOD MKTS INC $6.31万0.01%629 244.0% $2,407 加仓
MPWR MONOLITHIC PWR SYS INC $6.36万0.01%46 -1-2.1% -$1,382 减仓
CPA COPA HOLDINGS SA $6.36万0.01%409 00.0% — 不变
IGM ISHARES TR $6.36万0.01%389 00.0% — 不变
TER TERADYNE INC $6.39万0.01%132 -2-1.5% -$968 减仓
YUM YUM BRANDS INC $6.54万0.01%409 -31-7.0% -$4,956 减仓