Bell Investment Advisors, Inc
ORINDA CA · SEC CIK 0001890149
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $280.90万 | 0.41% | 19,156 | 337 | 1.8% | $4.94万 | 加仓 |
| IVLU | ISHARES TR | $288.53万 | 0.42% | 68,994 | -20,540 | -22.9% | -$85.90万 | 减仓 |
| GOOGL | ALPHABET INC | $368.35万 | 0.54% | 10,307 | 635 | 6.6% | $22.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $385.26万 | 0.57% | 19,254 | -129 | -0.7% | -$2.58万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $427.30万 | 0.63% | 77,438 | -61,992 | -44.5% | -$342.07万 | 减仓 |
| GOOG | ALPHABET INC | $435.33万 | 0.64% | 12,321 | -200 | -1.6% | -$7.07万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $442.05万 | 0.65% | 18,682 | -364 | -1.9% | -$8.61万 | 减仓 |
| ISCF | ISHARES TR | $452.16万 | 0.66% | 104,448 | -4,387 | -4.0% | -$18.99万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $471.19万 | 0.69% | 46,838 | 594 | 1.3% | $5.98万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $474.86万 | 0.70% | 98,683 | 203 | 0.2% | $9,768 | 加仓 |
| AOR | ISHARES TR | $529.04万 | 0.78% | 76,120 | -6,257 | -7.6% | -$43.49万 | 减仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $637.25万 | 0.94% | 184,744 | -18,157 | -8.9% | -$62.63万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $718.93万 | 1.06% | 78,778 | -6,661 | -7.8% | -$60.79万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $824.71万 | 1.21% | 169,832 | 6,381 | 3.9% | $30.99万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $832.18万 | 1.22% | 230,329 | -9,086 | -3.8% | -$32.83万 | 减仓 |
| IJR | ISHARES TR | $867.96万 | 1.27% | 58,523 | -676 | -1.1% | -$10.03万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $875.80万 | 1.29% | 220,717 | 8,671 | 4.1% | $34.41万 | 加仓 |
| IQLT | ISHARES TR | $942.12万 | 1.38% | 190,136 | -13,684 | -6.7% | -$67.80万 | 减仓 |
| AAPL | APPLE INC | $1,053.95万 | 1.55% | 36,423 | -825 | -2.2% | -$23.87万 | 减仓 |
| IEMG | ISHARES INC | $1,096.57万 | 1.61% | 132,373 | -13,937 | -9.5% | -$115.45万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,157.02万 | 1.70% | 364,874 | 2,131 | 0.6% | $6.76万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,256.06万 | 1.84% | 167,698 | 10,613 | 6.8% | $79.49万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,548.83万 | 2.27% | 559,144 | 868 | 0.2% | $2.40万 | 加仓 |
| QUAL | ISHARES TR | $1,592.69万 | 2.34% | 72,583 | -8,502 | -10.5% | -$186.56万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,684.69万 | 2.47% | 442,641 | -4,761 | -1.1% | -$18.12万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,940.90万 | 2.85% | 89,061 | -10,209 | -10.3% | -$222.48万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,551.13万 | 3.75% | 866,847 | -34,558 | -3.8% | -$101.70万 | 减仓 |
| MTUM | ISHARES TR | $2,667.46万 | 3.92% | 77,807 | -10,389 | -11.8% | -$356.17万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,462.73万 | 5.09% | 656,318 | 11,959 | 1.9% | $63.10万 | 加仓 |
| TLT | ISHARES TR | $4,054.82万 | 5.96% | 469,199 | 43,030 | 10.1% | $371.87万 | 加仓 |
| TDTT | FLEXSHARES TR | $4,916.11万 | 7.22% | 2,056,091 | 57,009 | 2.9% | $136.31万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $5,005.97万 | 7.35% | 1,069,422 | 17,209 | 1.6% | $80.56万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $6,421.61万 | 9.43% | 641,135 | -2,786 | -0.4% | -$27.90万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $6,850.37万 | 10.06% | 2,202,691 | 24,136 | 1.1% | $75.06万 | 加仓 |