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
— EMPIRE ST RLTY OP L P $4.35万0.01%9,848 00.0% — 不变
ACGL ARCH CAP GROUP LTD $4.40万0.01%458 8522.8% $8,159 加仓
AIG AMERICAN INTL GROUP INC $4.43万0.01%589 152.6% $1,129 加仓
SPG SIMON PPTY GROUP INC NEW $4.44万0.01%238 -32-11.9% -$5,969 减仓
GD GENERAL DYNAMICS CORP $4.46万0.01%130 2119.3% $7,208 加仓
MAR MARRIOTT INTL INC NEW $4.48万0.01%137 00.0% — 不变
WF WOORI FINL GROUP INC $4.50万0.01%675 17234.2% $1.15万 加仓
NET CLOUDFLARE INC $4.50万0.01%218 6138.9% $1.26万 加仓
GIS GENERAL MILLS INC $4.52万0.01%1,214 804196.1% $2.99万 加仓
— ELECTRONIC ARTS INC $4.57万0.01%224 -6-2.6% -$1,223 减仓
MNST MONSTER BEVERAGE CORP NEW $4.57万0.01%631 -56-8.2% -$4,058 减仓
SHG SHINHAN FINANCIAL GROUP CO L $4.58万0.01%747 17831.3% $1.09万 加仓
IGM ISHARES TR $4.61万0.01%389 00.0% — 不变
CPA COPA HOLDINGS SA $4.65万0.01%409 -35-7.9% -$3,976 减仓
EBAY EBAY INC. $4.66万0.01%512 -9-1.7% -$819 减仓
BSX BOSTON SCIENTIFIC CORP $4.68万0.01%746 8112.2% $5,083 加仓
IBN ICICI BANK LIMITED $4.69万0.01%1,811 -282-13.5% -$7,304 减仓
CIEN CIENA CORP $4.74万0.01%122 -13-9.6% -$5,047 减仓
ASX ASE TECHNOLOGY HLDG CO LTD $4.74万0.01%2,185 24812.8% $5,377 加仓
KB KB FINL GROUP INC $4.76万0.01%477 10829.3% $1.08万 加仓
ALL ALLSTATE CORP $4.77万0.01%230 3719.2% $7,672 加仓
LOW LOWES COS INC $4.77万0.01%202 -65-24.3% -$1.54万 减仓
MSI MOTOROLA SOLUTIONS INC $4.82万0.01%111 3138.8% $1.35万 加仓
NOW SERVICENOW INC $4.82万0.01%461 -29-5.9% -$3,032 减仓
POR PORTLAND GEN ELEC CO $4.96万0.01%939 293.2% $1,530 加仓
CLX CLOROX CO DEL $5.06万0.01%488 -18-3.6% -$1,865 减仓
XYL XYLEM INC $5.08万0.01%425 81.9% $956 加仓
MPWR MONOLITHIC PWR SYS INC $5.14万0.01%47 923.7% $9,840 加仓
MELI MERCADOLIBRE INC $5.19万0.01%30 00.0% — 不变
WSM WILLIAMS SONOMA INC $5.20万0.01%285 238.8% $4,194 加仓
SOLV SOLVENTUM CORP $5.22万0.01%799 -7-0.9% -$457 减仓
DELL DELL TECHNOLOGIES INC $5.29万0.01%322 5219.3% $8,535 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $5.33万0.01%850 00.0% — 不变
UBER UBER TECHNOLOGIES INC $5.36万0.01%745 -81-9.8% -$5,826 减仓
MCK MCKESSON CORP $5.37万0.01%62 00.0% — 不变
ADBE ADOBE INC $5.40万0.01%222 83.7% $1,945 加仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $5.41万0.01%2,028 -191-8.6% -$5,094 减仓
CHT CHUNGHWA TELECOM CO LTD $5.48万0.01%1,297 15914.0% $6,716 加仓
PGR PROGRESSIVE CORP $5.49万0.01%277 -1-0.4% -$198 减仓
APH AMPHENOL CORP $5.51万0.01%436 -168-27.8% -$2.12万 减仓
COO COOPER COS INC $5.58万0.01%780 -13-1.6% -$930 减仓
HPE HEWLETT PACKARD ENTERPRISE C $5.69万0.01%2,389 -247-9.4% -$5,882 减仓
VRTX VERTEX PHARMACEUTICALS INC $5.76万0.01%129 -3-2.3% -$1,340 减仓
FIX COMFORT SYS USA INC $5.79万0.01%42 -1-2.3% -$1,379 减仓
WDC WESTERN DIGITAL CORP $5.92万0.01%219 -3-1.4% -$811 减仓
XEL XCEL ENERGY INC $5.93万0.01%746 -160-17.7% -$1.27万 减仓
VONV VANGUARD SCOTTSDALE FDS $5.97万0.01%637 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $6.17万0.01%315 31.0% $588 加仓
MRVL MARVELL TECHNOLOGY INC $6.22万0.01%628 7212.9% $7,132 加仓
SUSA ISHARES TR $6.22万0.01%471 -988-67.7% -$13.06万 减仓
COF CAPITAL ONE FINL CORP $6.28万0.01%344 5217.8% $9,486 加仓
— HONEYWELL INTL INC $6.35万0.01%281 10.4% $226 加仓
PM PHILIP MORRIS INTL INC $6.45万0.01%390 61.6% $992 加仓
L LOEWS CORP $6.49万0.01%608 -7-1.1% -$747 减仓
HCA HCA HEALTHCARE INC $6.58万0.01%139 53.7% $2,366 加仓
HIG HARTFORD INSURANCE GROUP INC $6.60万0.01%488 286.1% $3,786 加仓
COWZ PACER FDS TR $6.60万0.01%1,055 00.0% — 不变
— DBX ETF TR $6.61万0.01%2,192 -419-16.0% -$1.26万 减仓
CME CME GROUP INC $6.65万0.01%225 41.8% $1,181 加仓
UNH UNITEDHEALTH GROUP INC $6.66万0.01%246 3114.4% $8,388 加仓
MCO MOODYS CORP $6.67万0.01%153 2115.9% $9,161 加仓
— EMPIRE ST RLTY OP L P $6.69万0.01%13,267 00.0% — 不变
TRV TRAVELERS COMPANIES INC $6.83万0.01%234 -2-0.8% -$583 减仓
YUM YUM BRANDS INC $6.84万0.01%440 112.6% $1,710 加仓
DE DEERE & CO $6.87万0.01%122 -1-0.8% -$563 减仓
EMXC ISHARES INC $6.95万0.01%884 -85-8.8% -$6,685 减仓
COP CONOCOPHILLIPS $6.97万0.01%528 51.0% $660 加仓
SPTL SPDR SERIES TRUST $7.00万0.01%2,660 41818.6% $1.10万 加仓
ANET ARISTA NETWORKS INC $7.05万0.01%574 519.8% $6,262 加仓
PDN INVESCO EXCH TRADED FD TR II $7.25万0.01%1,672 00.0% — 不变
DIS DISNEY WALT CO $7.29万0.01%756 -389-34.0% -$3.75万 减仓
AFL AFLAC INC $7.37万0.01%672 548.7% $5,924 加仓
NKE NIKE INC $7.53万0.01%1,426 -818-36.5% -$4.32万 减仓
WELL WELLTOWER INC $7.57万0.01%383 -3-0.8% -$593 减仓
BKNG BOOKING HOLDINGS INC $7.58万0.01%18 15.9% $4,210 加仓
CDNS CADENCE DESIGN SYSTEM INC $7.59万0.01%273 20.7% $556 加仓
CEG CONSTELLATION ENERGY CORP $7.60万0.01%272 13091.5% $3.63万 加仓
SPOT SPOTIFY TECHNOLOGY S A $7.66万0.01%158 00.0% — 不变
PLD PROLOGIS INC. $7.68万0.01%581 -13-2.2% -$1,718 减仓
PPG PPG INDS INC $7.86万0.01%735 7002,000.0% $7.48万 加仓
KR KROGER CO $7.90万0.01%1,092 343.2% $2,460 加仓
IJH ISHARES TR $8.01万0.01%1,186 -708-37.4% -$4.78万 减仓
SNPS SYNOPSYS INC $8.17万0.01%206 -10-4.6% -$3,965 减仓
ISRG INTUITIVE SURGICAL INC $8.21万0.01%178 -5-2.7% -$2,305 减仓
TMUS T-MOBILE US INC $8.28万0.01%394 -44-10.0% -$9,241 减仓
GM GENERAL MTRS CO $8.28万0.01%1,111 18720.2% $1.39万 加仓
GILD GILEAD SCIENCES INC $8.29万0.01%595 30.5% $418 加仓
LMT LOCKHEED MARTIN CORP $8.40万0.01%139 1613.0% $9,670 加仓
TT TRANE TECHNOLOGIES PLC $8.46万0.01%203 2212.2% $9,168 加仓
BHP BHP BILLITON LIMITED $8.60万0.01%1,182 -30-2.5% -$2,182 减仓
VXUS VANGUARD STAR FDS $8.78万0.01%1,138 -1,438-55.8% -$11.09万 减仓
ORCL ORACLE CORP $8.87万0.01%603 -547-47.6% -$8.05万 减仓
CRM SALESFORCE INC $9.00万0.01%482 -32-6.2% -$5,973 减仓
IVV ISHARES TR $9.03万0.01%138 -378-73.3% -$24.73万 减仓
ETN EATON CORP PLC $9.08万0.01%254 3314.9% $1.18万 加仓
BAC BANK AMERICA CORP $9.25万0.01%1,897 -532-21.9% -$2.59万 减仓
MO ALTRIA GROUP INC $9.29万0.01%1,408 1209.3% $7,919 加仓
SYY SYSCO CORP $9.29万0.01%1,303 -12-0.9% -$856 减仓
ICE INTERCONTINENTAL EXCHANGE IN $9.85万0.02%626 7413.4% $1.16万 加仓
SNDK SANDISK CORP $9.97万0.02%157 64.0% $3,812 加仓