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
COWZ PACER FDS TR $6.56万0.01%1,055 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $6.57万0.01%310 -5-1.6% -$1,060 减仓
GILD GILEAD SCIENCES INC $6.63万0.01%525 -70-11.8% -$8,844 减仓
— DBX ETF TR $6.67万0.01%2,209 170.8% $513 加仓
LMT LOCKHEED MARTIN CORP $6.67万0.01%131 -8-5.8% -$4,076 减仓
ICE INTERCONTINENTAL EXCHANGE IN $6.71万0.01%545 -81-12.9% -$9,972 减仓
KR KROGER CO $6.74万0.01%1,213 12111.1% $6,719 加仓
ALL ALLSTATE CORP $6.76万0.01%284 5423.5% $1.28万 加仓
VONV VANGUARD SCOTTSDALE FDS $6.77万0.01%637 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $6.84万0.01%172 -6-3.4% -$2,386 减仓
TTMI TTM TECHNOLOGIES INC $6.84万0.01%366 30.8% $561 加仓
MDT MEDTRONIC PLC $6.90万0.01%883 43295.8% $3.38万 加仓
L LOEWS CORP $6.94万0.01%613 50.8% $566 加仓
RBLX ROBLOX CORP $6.99万0.01%1,286 867206.9% $4.71万 加仓
SPOT SPOTIFY TECHNOLOGY S A $7.07万0.01%154 -4-2.5% -$1,837 减仓
COF CAPITAL ONE FINL CORP $7.08万0.01%353 92.6% $1,806 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $7.13万0.01%793 -57-6.7% -$5,122 减仓
IBN ICICI BANK LIMITED $7.14万0.01%2,459 64835.8% $1.88万 加仓
SUSA ISHARES TR $7.23万0.01%468 -3-0.6% -$463 减仓
— EMPIRE ST RLTY OP L P $7.36万0.01%13,267 00.0% — 不变
MCD MCDONALDS CORP $7.38万0.01%273 -73-21.1% -$1.97万 减仓
VRTX VERTEX PHARMACEUTICALS INC $7.45万0.01%150 2116.3% $1.04万 加仓
DE DEERE & CO $7.49万0.01%118 -4-3.3% -$2,537 减仓
PDN INVESCO EXCH TRADED FD TR II $7.52万0.01%1,672 00.0% — 不变
TRV TRAVELERS COMPANIES INC $7.72万0.01%234 00.0% — 不变
DIS DISNEY WALT CO $7.81万0.01%811 557.3% $5,294 加仓
PLD PROLOGIS INC. $7.91万0.01%584 30.5% $406 加仓
APH AMPHENOL CORP $7.93万0.01%450 143.2% $2,468 加仓
AFL AFLAC INC $8.00万0.01%682 101.5% $1,173 加仓
COP CONOCOPHILLIPS $8.19万0.01%788 26049.2% $2.70万 加仓
FIX COMFORT SYS USA INC $8.32万0.01%42 00.0% — 不变
WELL WELLTOWER INC $8.35万0.01%368 -15-3.9% -$3,405 减仓
SNPS SYNOPSYS INC $8.39万0.01%188 -18-8.7% -$8,029 减仓
PEP PEPSICO INC $8.46万0.01%625 -164-20.8% -$2.22万 减仓
BKNG BOOKING HOLDINGS INC $8.59万0.01%482 327.1% $5,704 加仓
GM GENERAL MTRS CO $8.61万0.01%1,117 60.5% $462 加仓
GIS GENERAL MILLS INC $8.62万0.01%2,476 1,262104.0% $4.39万 加仓
FTNT FORTINET INC $8.73万0.01%568 299111.2% $4.59万 加仓
PPG PPG INDS INC $8.96万0.01%739 40.5% $485 加仓
IJH ISHARES TR $9.17万0.01%1,189 30.3% $231 加仓
TXN TEXAS INSTRS INC $9.48万0.01%318 10045.9% $2.98万 加仓
AMP AMERIPRISE FINL INC $9.54万0.01%208 117128.6% $5.37万 加仓
IVV ISHARES TR $9.55万0.01%128 -10-7.2% -$7,464 减仓
VXUS VANGUARD STAR FDS $9.60万0.01%1,123 -15-1.3% -$1,283 减仓
GLD SPDR GOLD TR $9.76万0.01%265 00.0% — 不变
ANET ARISTA NETWORKS INC $9.82万0.01%578 40.7% $680 加仓
BHP BHP BILLITON LIMITED $9.85万0.01%1,182 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $10.03万0.01%200 -6-2.9% -$3,008 减仓
TT TRANE TECHNOLOGIES PLC $10.07万0.01%205 21.0% $982 加仓
MO ALTRIA GROUP INC $10.13万0.01%1,408 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $10.25万0.02%273 00.0% — 不变
NEE NEXTERA ENERGY INC $10.35万0.02%1,180 -5-0.4% -$439 减仓
ASX ASE TECHNOLOGY HLDG CO LTD $10.39万0.02%2,302 1175.4% $5,279 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $10.71万0.02%111 43.7% $3,860 加仓
EMCS DBX ETF TR $10.71万0.02%2,284 1,478183.4% $6.93万 加仓
ORCL ORACLE CORP $10.79万0.02%736 13322.1% $1.95万 加仓
HPE HEWLETT PACKARD ENTERPRISE C $10.88万0.02%2,411 220.9% $993 加仓
ETN EATON CORP PLC $10.91万0.02%256 20.8% $852 加仓
SYY SYSCO CORP $10.94万0.02%1,309 60.5% $501 加仓
LIN LINDE PLC $10.95万0.02%211 21.0% $1,038 加仓
PFE PFIZER INC $11.18万0.02%4,641 -176-3.7% -$4,238 减仓
CB CHUBB LIMITED $11.18万0.02%328 00.0% — 不变
T AT&T INC $11.20万0.02%5,412 93020.7% $1.93万 加仓
TJX TJX COS INC NEW $11.30万0.02%746 -82-9.9% -$1.24万 减仓
VO VANGUARD INDEX FDS $11.34万0.02%1,407 -1-0.1% -$81 减仓
VZ VERIZON COMMUNICATIONS INC $11.50万0.02%2,717 -478-15.0% -$2.02万 减仓
DIA STATE STR SPDR DOW JONES IND $11.52万0.02%221 00.0% — 不变
AMGN AMGEN INC $11.55万0.02%319 186.0% $6,518 加仓
BLK BLACKROCK INC $12.02万0.02%125 -3-2.3% -$2,885 减仓
BAC BANK OF AMER CORP $12.19万0.02%2,139 24212.8% $1.38万 加仓
TSCO TRACTOR SUPPLY CO $12.59万0.02%3,984 -261-6.1% -$8,250 减仓
ITT ITT INC $12.89万0.02%652 30.5% $593 加仓
SCHG SCHWAB STRATEGIC TR $12.92万0.02%3,817 -1,772-31.7% -$6.00万 减仓
PLTR PALANTIR TECHNOLOGIES INC $13.52万0.02%1,159 -36-3.0% -$4,200 减仓
HD HOME DEPOT INC $13.61万0.02%386 -920-70.4% -$32.45万 减仓
SMLF ISHARES TR $13.74万0.02%1,542 -125-7.5% -$1.11万 减仓
ROK ROCKWELL AUTOMATION INC $13.86万0.02%280 10.4% $495 加仓
DELL DELL TECHNOLOGIES INC $13.98万0.02%324 20.6% $863 加仓
WDC WESTERN DIGITAL CORP $14.37万0.02%225 62.7% $3,832 加仓
APP APPLOVIN CORP $14.48万0.02%281 00.0% — 不变
OKE ONEOK INC NEW $14.58万0.02%1,677 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $14.59万0.02%351 10542.7% $4.36万 加仓
MS MORGAN STANLEY $14.67万0.02%702 121.7% $2,508 加仓
SCHW SCHWAB CHARLES CORP $14.74万0.02%1,597 -117-6.8% -$1.08万 减仓
WMT WALMART INC $14.95万0.02%1,320 -266-16.8% -$3.01万 减仓
PNC PNC FINL SVCS GROUP INC $15.02万0.02%610 00.0% — 不变
AXP AMERICAN EXPRESS CO $15.19万0.02%449 4812.0% $1.62万 加仓
ASML ASML HLDG NV $15.92万0.02%80 22.6% $3,979 加仓
EQIX EQUINIX INC $16.19万0.02%155 00.0% — 不变
VRT VERTIV HOLDINGS CO $17.28万0.03%516 20.4% $670 加仓
SPGI S&P GLOBAL INC $18.12万0.03%445 -32-6.7% -$1.30万 减仓
SBUX STARBUCKS CORP $18.73万0.03%1,833 -16-0.9% -$1,635 减仓
EXPD EXPEDITORS INTL WASH INC $18.78万0.03%1,152 -3-0.3% -$489 减仓
ADI ANALOG DEVICES INC $19.02万0.03%479 40.8% $1,589 加仓
MRVL MARVELL TECHNOLOGY INC $19.04万0.03%639 111.8% $3,277 加仓
SYK STRYKER CORPORATION $19.46万0.03%618 -6-1.0% -$1,889 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $19.58万0.03%410 5013.9% $2.39万 加仓
CMI CUMMINS INC $19.61万0.03%275 00.0% — 不变
NFLX NETFLIX INC. $19.63万0.03%2,749 -400-12.7% -$2.86万 减仓
EMR EMERSON ELEC CO $19.73万0.03%1,378 40.3% $573 加仓