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
COGT COGENT BIOSCIENCES INC $00.00%0 -13-100.0% -$462 清仓
POOL POOL CORP $00.00%0 -2-100.0% -$458 清仓
— CONFLUENT INC $00.00%0 -15-100.0% -$454 清仓
— CIDARA THERAPEUTICS INC $00.00%0 -2-100.0% -$442 清仓
IIPR INNOVATIVE INDL PPTYS INC $00.00%0 -9-100.0% -$427 清仓
TREX TREX CO INC $00.00%0 -12-100.0% -$421 清仓
RARE ULTRAGENYX PHARMACEUTICAL IN $00.00%0 -17-100.0% -$391 清仓
CCOI COGENT COMMUNICATIONS HLDGS $00.00%0 -10-100.0% -$216 清仓
— SKYLINE BLDRS GROUP HLDG LTD $00.00%0 -56-100.0% -$165 清仓
— BASEL MED GROUP LTD $00.00%0 -248-100.0% -$122 清仓
— SUNCAR TECHNOLOGY GROUP INC $00.00%0 -58-100.0% -$118 清仓
— XCHG LTD $00.00%0 -52-100.0% -$59 清仓
— JIN MED INTL LTD. $00.00%0 -152-100.0% -$34 清仓
IVR INVESCO MORTGAGE CAPITAL INC $90.00%1 00.0% — 不变
STRZ STARZ ENTERTAINMENT CORP. $120.00%1 -2-66.7% -$24 减仓
EMBC EMBECTA CORP $180.00%2 00.0% — 不变
MQ MARQETA INC $250.00%6 00.0% — 不变
RNA ATRIUM THERAPEUTICS INC $270.00%2 2— $27 新建仓
BHVN BIOHAVEN LTD $340.00%4 00.0% — 不变
GLIBK GCI LIBERTY INC $380.00%1 -1-50.0% -$38 减仓
— DIGINEX LTD $430.00%88 00.0% — 不变
HELE HELEN OF TROY LTD $730.00%5 00.0% — 不变
— CHEGG INC $850.00%114 00.0% — 不变
— MICROALGO INC $1010.00%29 -62-68.1% -$216 减仓
ARVN ARVINAS INC $1170.00%11 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $1450.00%3 00.0% — 不变
— BITCOIN DEPOT INC $1880.00%86 86— $188 新建仓
EOSE EOS ENERGY ENTERPRISES INC $2240.00%45 45— $224 新建仓
FIGR FIGURE TECHNOLOGY SOLUTIO $2380.00%7 -46-86.8% -$1,564 减仓
UHAL U HAUL HOLDING COMPANY $2390.00%5 00.0% — 不变
— NET LEASE OFFICE PROPERTIES $2420.00%21 00.0% — 不变
BXMT BLACKSTONE MORTGAGE TRUST IN $2690.00%14 -51-78.5% -$980 减仓
— ECARX HOLDINGS INC $2720.00%278 00.0% — 不变
CNXC CONCENTRIX CORP $2740.00%10 -46-82.1% -$1,260 减仓
ODD ODDITY TECH LTD $2810.00%21 21— $281 新建仓
CXT CRANE NXT CO $2850.00%7 -13-65.0% -$529 减仓
OPCH OPTION CARE HEALTH INC $2970.00%11 -27-71.1% -$729 减仓
— ZEPP HEALTH CORPORATION $2990.00%25 25— $299 新建仓
GRAL GRAIL INC $3110.00%6 5500.0% $259 加仓
NEO NEOGENOMICS INC $3200.00%43 00.0% — 不变
CENTA CENTRAL GARDEN & PET CO $3250.00%10 -9-47.4% -$292 减仓
DY DYCOM INDS INC $3390.00%1 00.0% — 不变
IREN IREN LIMITED $3430.00%10 -19-65.5% -$652 重新持有
IQ IQIYI INC $3430.00%254 254— $343 新建仓
AI C3 AI INC $3460.00%41 00.0% — 不变
ACHR ARCHER AVIATION INC $3470.00%67 -62-48.1% -$321 减仓
— TOPBUILD COR $3520.00%1 00.0% — 不变
RGEN REPLIGEN CORP $3540.00%3 00.0% — 不变
WD WALKER & DUNLOP INC $3560.00%8 00.0% — 不变
PONY PONY AI INC $3590.00%38 00.0% — 不变
CHE CHEMED CORP NEW $3780.00%1 -1-50.0% -$378 减仓
RERE ATRENEW INC $3800.00%81 81— $380 新建仓
HSAI HESAI GROUP $3830.00%20 20— $383 新建仓
— DRAGANFLY INC. $3830.00%78 78— $383 新建仓
JBTM JBT MAREL CORPORATION $3840.00%3 3— $384 新建仓
ASIX ADVANSIX INC $3910.00%16 00.0% — 不变
ICFI ICF INTL INC $3920.00%6 -6-50.0% -$392 减仓
ADMA ADMA BIOLOGICS INC $3970.00%44 00.0% — 不变
GDRX GOODRX HLDGS INC $4020.00%205 205— $402 新建仓
— SIGA TECHNOLOGIES INC $4020.00%75 75— $402 新建仓
CSIQ CANADIAN SOLAR INC $4020.00%29 29— $402 新建仓
MKC MCCORMICK & CO INC $4040.00%8 -8-50.0% -$404 减仓
EPAM EPAM SYS INC $4070.00%3 -26-89.7% -$3,527 减仓
WYNN WYNN RESORTS LTD $4070.00%4 00.0% — 不变
EH EHANG HLDGS LTD $4080.00%42 42— $408 新建仓
IMMR IMMERSION CORP $4100.00%75 75— $410 新建仓
BKD BROOKDALE SR LIVING INC $4110.00%30 30— $411 新建仓
GLOB GLOBANT S A $4150.00%9 -71-88.8% -$3,274 减仓
BCO BRINKS CO $4150.00%4 4— $415 新建仓
— SUPERX AI TECHNOLOGY LTD $4160.00%52 52— $416 新建仓
BTQ BTQ TECHNOLOGIES CORP $4170.00%156 156— $417 新建仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $4190.00%2 -26-92.9% -$5,447 减仓
POET POET TECHNOLOGIES INC $4220.00%71 71— $422 新建仓
IVA INVENTIVA SA $4220.00%76 76— $422 新建仓
BLKB BLACKBAUD INC $4250.00%11 -24-68.6% -$927 重新持有
GLXY GALAXY DIGITAL INC. $4250.00%23 421.1% $74 重新持有
OSCR OSCAR HEALTH INC $4360.00%38 00.0% — 不变
DRUG BRIGHT MINDS BIOSCIENCES INC $4380.00%6 6— $438 新建仓
DBVT DBV TECHNOLOGIES S A $4390.00%21 21— $439 新建仓
RNW RENEW ENERGY GLOBAL PLC $4400.00%96 3147.7% $142 重新持有
RBRK RUBRIK INC. $4410.00%9 9— $441 新建仓
CRMD CORMEDIX INC $4420.00%65 65— $442 新建仓
DFH DREAM FINDERS HOMES INC $4460.00%32 32— $446 新建仓
SAFE SAFEHOLD INC $4470.00%33 33— $447 新建仓
RZLV REZOLVE AI PLC $4480.00%175 175— $448 新建仓
CORZ CORE SCIENTIFIC INC NEW $4490.00%30 30— $449 新建仓
OI O-I GLASS INC $4520.00%43 00.0% — 不变
ASAN ASANA INC $4550.00%71 71— $455 新建仓
MDXG MIMEDX GROUP INC $4550.00%115 115— $455 新建仓
COTY COTY INC $4570.00%227 227— $457 新建仓
UIS UNISYS CORP $4580.00%221 221— $458 新建仓
LINE LINEAGE INC $4590.00%14 00.0% — 不变
CYD CHINA YUCHAI INTL LTD $4620.00%12 12— $462 新建仓
IVZ INVESCO LTD $4620.00%19 19— $462 新建仓
HIVE HIVE DIGITAL TECHNOLOGIES LT $4620.00%243 243— $462 新建仓
XRAY DENTSPLY SIRONA INC $4640.00%40 00.0% — 不变
DV DOUBLEVERIFY HLDGS INC $4660.00%49 00.0% — 不变
DES WISDOMTREE TR $4680.00%13 13— $468 新建仓
ADUS ADDUS HOMECARE CORP $4690.00%5 00.0% — 不变
HCKT HACKETT GROUP INC $4690.00%36 36— $469 新建仓