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 |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | $37.19万 | 0.05% | 962 | 24 | 2.6% | $9,279 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $36.78万 | 0.05% | 14,915 | -18,905 | -55.9% | -$46.62万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $36.47万 | 0.05% | 1,914 | -644 | -25.2% | -$12.27万 | 减仓 |
| SNDK | SANDISK CORP | $35.47万 | 0.05% | 156 | -1 | -0.6% | -$2,274 | 减仓 |
| GTLB | GITLAB INC | $35.25万 | 0.05% | 11,546 | -1,531 | -11.7% | -$4.67万 | 减仓 |
| IDEV | ISHARES TR | $35.04万 | 0.05% | 3,937 | 36 | 0.9% | $3,204 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $34.89万 | 0.05% | 2,413 | -142 | -5.6% | -$2.05万 | 减仓 |
| GLDM | WORLD GOLD TR | $31.65万 | 0.05% | 3,985 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $31.02万 | 0.05% | 830 | 69 | 9.1% | $2.58万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $30.19万 | 0.04% | 5,968 | -116 | -1.9% | -$5,867 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $28.56万 | 0.04% | 1,056 | -55 | -5.0% | -$1.49万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.25万 | 0.04% | 4,734 | -161 | -3.3% | -$9,609 | 减仓 |
| LRCX | LAM RESEARCH CORP | $28.21万 | 0.04% | 651 | 14 | 2.2% | $6,067 | 加仓 |
| TDTF | FLEXSHARES TR | $27.95万 | 0.04% | 11,757 | -24,403 | -67.5% | -$58.01万 | 减仓 |
| CSCO | CISCO SYS INC | $27.80万 | 0.04% | 2,367 | 357 | 17.8% | $4.19万 | 加仓 |
| WFC | WELLS FARGO & CO | $26.48万 | 0.04% | 3,204 | 446 | 16.2% | $3.69万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.40万 | 0.04% | 261 | 4 | 1.6% | $4,045 | 加仓 |
| GEV | GE VERNOVA INC | $26.20万 | 0.04% | 223 | 2 | 0.9% | $2,350 | 加仓 |
| GLW | CORNING INC | $25.75万 | 0.04% | 1,008 | 3 | 0.3% | $766 | 加仓 |
| MA | MASTERCARD INCORPORATED | $25.42万 | 0.04% | 495 | -10 | -2.0% | -$5,136 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $25.24万 | 0.04% | 740 | 43 | 6.2% | $1.47万 | 加仓 |
| QCOM | QUALCOMM INC | $25.21万 | 0.04% | 1,364 | -18 | -1.3% | -$3,326 | 减仓 |
| VUG | VANGUARD INDEX FDS | $25.21万 | 0.04% | 2,926 | -2 | -0.1% | -$172 | 减仓 |
| SLV | ISHARES SILVER TR | $24.93万 | 0.04% | 4,663 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $24.76万 | 0.04% | 182 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $24.70万 | 0.04% | 7,096 | -1,514 | -17.6% | -$5.27万 | 减仓 |
| INTU | INTUIT | $24.59万 | 0.04% | 942 | 25 | 2.7% | $6,525 | 加仓 |
| KLAC | KLA CORP | $24.20万 | 0.04% | 802 | -8 | -1.0% | -$2,414 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $23.51万 | 0.03% | 3,283 | -124 | -3.6% | -$8,878 | 减仓 |
| TRGP | TARGA RES CORP | $22.63万 | 0.03% | 844 | 9 | 1.1% | $2,413 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.74万 | 0.03% | 773 | 24 | 3.2% | $6,749 | 加仓 |
| ABT | ABBOTT LABORATORIES | $20.87万 | 0.03% | 2,300 | 122 | 5.6% | $1.11万 | 加仓 |
| C | CITIGROUP INC | $20.70万 | 0.03% | 1,479 | 113 | 8.3% | $1.58万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $19.87万 | 0.03% | 1,360 | -2 | -0.1% | -$292 | 减仓 |
| EMR | EMERSON ELEC CO | $19.73万 | 0.03% | 1,378 | 4 | 0.3% | $573 | 加仓 |
| NFLX | NETFLIX INC. | $19.63万 | 0.03% | 2,749 | -400 | -12.7% | -$2.86万 | 减仓 |
| CMI | CUMMINS INC | $19.61万 | 0.03% | 275 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $19.58万 | 0.03% | 410 | 50 | 13.9% | $2.39万 | 加仓 |
| SYK | STRYKER CORPORATION | $19.46万 | 0.03% | 618 | -6 | -1.0% | -$1,889 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $19.04万 | 0.03% | 639 | 11 | 1.8% | $3,277 | 加仓 |
| ADI | ANALOG DEVICES INC | $19.02万 | 0.03% | 479 | 4 | 0.8% | $1,589 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $18.78万 | 0.03% | 1,152 | -3 | -0.3% | -$489 | 减仓 |
| SBUX | STARBUCKS CORP | $18.73万 | 0.03% | 1,833 | -16 | -0.9% | -$1,635 | 减仓 |
| SPGI | S&P GLOBAL INC | $18.12万 | 0.03% | 445 | -32 | -6.7% | -$1.30万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $17.28万 | 0.03% | 516 | 2 | 0.4% | $670 | 加仓 |
| EQIX | EQUINIX INC | $16.19万 | 0.02% | 155 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $15.92万 | 0.02% | 80 | 2 | 2.6% | $3,979 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $15.19万 | 0.02% | 449 | 48 | 12.0% | $1.62万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $15.02万 | 0.02% | 610 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $14.95万 | 0.02% | 1,320 | -266 | -16.8% | -$3.01万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $14.74万 | 0.02% | 1,597 | -117 | -6.8% | -$1.08万 | 减仓 |
| MS | MORGAN STANLEY | $14.67万 | 0.02% | 702 | 12 | 1.7% | $2,508 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $14.59万 | 0.02% | 351 | 105 | 42.7% | $4.36万 | 加仓 |
| OKE | ONEOK INC NEW | $14.58万 | 0.02% | 1,677 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $14.48万 | 0.02% | 281 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $14.37万 | 0.02% | 225 | 6 | 2.7% | $3,832 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $13.98万 | 0.02% | 324 | 2 | 0.6% | $863 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $13.86万 | 0.02% | 280 | 1 | 0.4% | $495 | 加仓 |
| SMLF | ISHARES TR | $13.74万 | 0.02% | 1,542 | -125 | -7.5% | -$1.11万 | 减仓 |
| HD | HOME DEPOT INC | $13.61万 | 0.02% | 386 | -920 | -70.4% | -$32.45万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $13.52万 | 0.02% | 1,159 | -36 | -3.0% | -$4,200 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $12.92万 | 0.02% | 3,817 | -1,772 | -31.7% | -$6.00万 | 减仓 |
| ITT | ITT INC | $12.89万 | 0.02% | 652 | 3 | 0.5% | $593 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $12.59万 | 0.02% | 3,984 | -261 | -6.1% | -$8,250 | 减仓 |
| BAC | BANK OF AMER CORP | $12.19万 | 0.02% | 2,139 | 242 | 12.8% | $1.38万 | 加仓 |
| BLK | BLACKROCK INC | $12.02万 | 0.02% | 125 | -3 | -2.3% | -$2,885 | 减仓 |
| AMGN | AMGEN INC | $11.55万 | 0.02% | 319 | 18 | 6.0% | $6,518 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $11.52万 | 0.02% | 221 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $11.50万 | 0.02% | 2,717 | -478 | -15.0% | -$2.02万 | 减仓 |
| VO | VANGUARD INDEX FDS | $11.34万 | 0.02% | 1,407 | -1 | -0.1% | -$81 | 减仓 |
| TJX | TJX COS INC NEW | $11.30万 | 0.02% | 746 | -82 | -9.9% | -$1.24万 | 减仓 |
| T | AT&T INC | $11.20万 | 0.02% | 5,412 | 930 | 20.7% | $1.93万 | 加仓 |
| CB | CHUBB LIMITED | $11.18万 | 0.02% | 328 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $11.18万 | 0.02% | 4,641 | -176 | -3.7% | -$4,238 | 减仓 |
| LIN | LINDE PLC | $10.95万 | 0.02% | 211 | 2 | 1.0% | $1,038 | 加仓 |
| SYY | SYSCO CORP | $10.94万 | 0.02% | 1,309 | 6 | 0.5% | $501 | 加仓 |
| ETN | EATON CORP PLC | $10.91万 | 0.02% | 256 | 2 | 0.8% | $852 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $10.88万 | 0.02% | 2,411 | 22 | 0.9% | $993 | 加仓 |
| ORCL | ORACLE CORP | $10.79万 | 0.02% | 736 | 133 | 22.1% | $1.95万 | 加仓 |
| EMCS | DBX ETF TR | $10.71万 | 0.02% | 2,284 | 1,478 | 183.4% | $6.93万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.71万 | 0.02% | 111 | 4 | 3.7% | $3,860 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $10.39万 | 0.02% | 2,302 | 117 | 5.4% | $5,279 | 加仓 |
| NEE | NEXTERA ENERGY INC | $10.35万 | 0.02% | 1,180 | -5 | -0.4% | -$439 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $10.25万 | 0.02% | 273 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $10.13万 | 0.01% | 1,408 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $10.07万 | 0.01% | 205 | 2 | 1.0% | $982 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $10.03万 | 0.01% | 200 | -6 | -2.9% | -$3,008 | 减仓 |
| BHP | BHP BILLITON LIMITED | $9.85万 | 0.01% | 1,182 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $9.82万 | 0.01% | 578 | 4 | 0.7% | $680 | 加仓 |
| GLD | SPDR GOLD TR | $9.76万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $9.60万 | 0.01% | 1,123 | -15 | -1.3% | -$1,283 | 减仓 |
| IVV | ISHARES TR | $9.55万 | 0.01% | 128 | -10 | -7.2% | -$7,464 | 减仓 |
| AMP | AMERIPRISE FINL INC | $9.54万 | 0.01% | 208 | 117 | 128.6% | $5.37万 | 加仓 |
| TXN | TEXAS INSTRS INC | $9.48万 | 0.01% | 318 | 100 | 45.9% | $2.98万 | 加仓 |
| IJH | ISHARES TR | $9.17万 | 0.01% | 1,189 | 3 | 0.3% | $231 | 加仓 |
| PPG | PPG INDS INC | $8.96万 | 0.01% | 739 | 4 | 0.5% | $485 | 加仓 |
| FTNT | FORTINET INC | $8.73万 | 0.01% | 568 | 299 | 111.2% | $4.59万 | 加仓 |
| GIS | GENERAL MILLS INC | $8.62万 | 0.01% | 2,476 | 1,262 | 104.0% | $4.39万 | 加仓 |
| GM | GENERAL MTRS CO | $8.61万 | 0.01% | 1,117 | 6 | 0.5% | $462 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $8.59万 | 0.01% | 482 | 32 | 7.1% | $5,704 | 加仓 |