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
NKE NIKE INC $7.53万0.01%1,426 -818-36.5% -$4.32万 减仓
AFL AFLAC INC $7.37万0.01%672 548.7% $5,924 加仓
DIS DISNEY WALT CO $7.29万0.01%756 -389-34.0% -$3.75万 减仓
PDN INVESCO EXCH TRADED FD TR II $7.25万0.01%1,672 00.0% — 不变
ANET ARISTA NETWORKS INC $7.05万0.01%574 519.8% $6,262 加仓
SPTL SPDR SERIES TRUST $7.00万0.01%2,660 41818.6% $1.10万 加仓
COP CONOCOPHILLIPS $6.97万0.01%528 51.0% $660 加仓
EMXC ISHARES INC $6.95万0.01%884 -85-8.8% -$6,685 减仓
DE DEERE & CO $6.87万0.01%122 -1-0.8% -$563 减仓
YUM YUM BRANDS INC $6.84万0.01%440 112.6% $1,710 加仓
TRV TRAVELERS COMPANIES INC $6.83万0.01%234 -2-0.8% -$583 减仓
— EMPIRE ST RLTY OP L P $6.69万0.01%13,267 00.0% — 不变
MCO MOODYS CORP $6.67万0.01%153 2115.9% $9,161 加仓
UNH UNITEDHEALTH GROUP INC $6.66万0.01%246 3114.4% $8,388 加仓
CME CME GROUP INC $6.65万0.01%225 41.8% $1,181 加仓
— DBX ETF TR $6.61万0.01%2,192 -419-16.0% -$1.26万 减仓
COWZ PACER FDS TR $6.60万0.01%1,055 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $6.60万0.01%488 286.1% $3,786 加仓
HCA HCA HEALTHCARE INC $6.58万0.01%139 53.7% $2,366 加仓
L LOEWS CORP $6.49万0.01%608 -7-1.1% -$747 减仓
PM PHILIP MORRIS INTL INC $6.45万0.01%390 61.6% $992 加仓
— HONEYWELL INTL INC $6.35万0.01%281 10.4% $226 加仓
COF CAPITAL ONE FINL CORP $6.28万0.01%344 5217.8% $9,486 加仓
SUSA ISHARES TR $6.22万0.01%471 -988-67.7% -$13.06万 减仓
MRVL MARVELL TECHNOLOGY INC $6.22万0.01%628 7212.9% $7,132 加仓
DGX QUEST DIAGNOSTICS INC $6.17万0.01%315 31.0% $588 加仓
VONV VANGUARD SCOTTSDALE FDS $5.97万0.01%637 00.0% — 不变
XEL XCEL ENERGY INC $5.93万0.01%746 -160-17.7% -$1.27万 减仓
WDC WESTERN DIGITAL CORP $5.92万0.01%219 -3-1.4% -$811 减仓
FIX COMFORT SYS USA INC $5.79万0.01%42 -1-2.3% -$1,379 减仓
VRTX VERTEX PHARMACEUTICALS INC $5.76万0.01%129 -3-2.3% -$1,340 减仓
HPE HEWLETT PACKARD ENTERPRISE C $5.69万0.01%2,389 -247-9.4% -$5,882 减仓
COO COOPER COS INC $5.58万0.01%780 -13-1.6% -$930 减仓
APH AMPHENOL CORP $5.51万0.01%436 -168-27.8% -$2.12万 减仓
PGR PROGRESSIVE CORP $5.49万0.01%277 -1-0.4% -$198 减仓
CHT CHUNGHWA TELECOM CO LTD $5.48万0.01%1,297 15914.0% $6,716 加仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $5.41万0.01%2,028 -191-8.6% -$5,094 减仓
ADBE ADOBE INC $5.40万0.01%222 83.7% $1,945 加仓
MCK MCKESSON CORP $5.37万0.01%62 00.0% — 不变
UBER UBER TECHNOLOGIES INC $5.36万0.01%745 -81-9.8% -$5,826 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $5.33万0.01%850 00.0% — 不变
DELL DELL TECHNOLOGIES INC $5.29万0.01%322 5219.3% $8,535 加仓
SOLV SOLVENTUM CORP $5.22万0.01%799 -7-0.9% -$457 减仓
WSM WILLIAMS SONOMA INC $5.20万0.01%285 238.8% $4,194 加仓
MELI MERCADOLIBRE INC $5.19万0.01%30 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $5.14万0.01%47 923.7% $9,840 加仓
XYL XYLEM INC $5.08万0.01%425 81.9% $956 加仓
CLX CLOROX CO DEL $5.06万0.01%488 -18-3.6% -$1,865 减仓
POR PORTLAND GEN ELEC CO $4.96万0.01%939 293.2% $1,530 加仓
NOW SERVICENOW INC $4.82万0.01%461 -29-5.9% -$3,032 减仓
MSI MOTOROLA SOLUTIONS INC $4.82万0.01%111 3138.8% $1.35万 加仓
LOW LOWES COS INC $4.77万0.01%202 -65-24.3% -$1.54万 减仓
ALL ALLSTATE CORP $4.77万0.01%230 3719.2% $7,672 加仓
KB KB FINL GROUP INC $4.76万0.01%477 10829.3% $1.08万 加仓
ASX ASE TECHNOLOGY HLDG CO LTD $4.74万0.01%2,185 24812.8% $5,377 加仓
CIEN CIENA CORP $4.74万0.01%122 -13-9.6% -$5,047 减仓
IBN ICICI BANK LIMITED $4.69万0.01%1,811 -282-13.5% -$7,304 减仓
BSX BOSTON SCIENTIFIC CORP $4.68万0.01%746 8112.2% $5,083 加仓
EBAY EBAY INC. $4.66万0.01%512 -9-1.7% -$819 减仓
CPA COPA HOLDINGS SA $4.65万0.01%409 -35-7.9% -$3,976 减仓
IGM ISHARES TR $4.61万0.01%389 00.0% — 不变
SHG SHINHAN FINANCIAL GROUP CO L $4.58万0.01%747 17831.3% $1.09万 加仓
MNST MONSTER BEVERAGE CORP NEW $4.57万0.01%631 -56-8.2% -$4,058 减仓
— ELECTRONIC ARTS INC $4.57万0.01%224 -6-2.6% -$1,223 减仓
GIS GENERAL MILLS INC $4.52万0.01%1,214 804196.1% $2.99万 加仓
NET CLOUDFLARE INC $4.50万0.01%218 6138.9% $1.26万 加仓
WF WOORI FINL GROUP INC $4.50万0.01%675 17234.2% $1.15万 加仓
MAR MARRIOTT INTL INC NEW $4.48万0.01%137 00.0% — 不变
GD GENERAL DYNAMICS CORP $4.46万0.01%130 2119.3% $7,208 加仓
SPG SIMON PPTY GROUP INC NEW $4.44万0.01%238 -32-11.9% -$5,969 减仓
AIG AMERICAN INTL GROUP INC $4.43万0.01%589 152.6% $1,129 加仓
ACGL ARCH CAP GROUP LTD $4.40万0.01%458 8522.8% $8,159 加仓
— EMPIRE ST RLTY OP L P $4.35万0.01%9,848 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $4.34万0.01%1,727 -633-26.8% -$1.59万 减仓
NEM NEWMONT CORP $4.30万0.01%397 11741.8% $1.27万 加仓
ROST ROSS STORES INC $4.29万0.01%198 00.0% — 不变
FAST FASTENAL CO $4.29万0.01%924 121.3% $557 加仓
F FORD MTR CO $4.24万0.01%3,672 -672-15.5% -$7,755 减仓
TXN TEXAS INSTRS INC $4.23万0.01%218 157.4% $2,912 加仓
HOOD ROBINHOOD MKTS INC $4.19万0.01%605 81.3% $554 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $4.19万0.01%107 21.9% $784 加仓
CMCSA COMCAST CORP NEW $4.14万0.01%1,441 -236-14.1% -$6,776 减仓
VGT VANGUARD WORLD FD $4.09万0.01%59 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $4.08万0.01%201 -97-32.6% -$1.97万 减仓
CI THE CIGNA GROUP $4.08万0.01%153 3024.4% $8,003 加仓
ROIV ROIVANT SCIENCES LTD $4.07万0.01%1,471 251.7% $693 加仓
VYM VANGUARD WHITEHALL FDS $4.07万0.01%275 -336-55.0% -$4.97万 减仓
AMP AMERIPRISE FINL INC $4.04万0.01%91 -1-1.1% -$444 减仓
NVS NOVARTIS AG $4.02万0.01%263 5023.5% $7,638 加仓
CTVA CORTEVA INC $4.01万0.01%479 282143.1% $2.36万 加仓
IWF ISHARES TR $4.01万0.01%94 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $4.00万0.01%499 -14-2.7% -$1,121 减仓
TER TERADYNE INC $3.97万0.01%134 43.1% $1,186 加仓
AZN ASTRAZENECA PLC $3.94万0.01%200 200— $3.94万 新建仓
PH PARKER-HANNIFIN CORP $3.94万0.01%44 12.3% $895 加仓
FDX FEDEX CORP $3.92万0.01%110 00.0% — 不变
PSX PHILLIPS 66 $3.92万0.01%215 -3-1.4% -$547 减仓
MDT MEDTRONIC PLC $3.90万0.01%451 -70-13.4% -$6,060 减仓
O REALTY INCOME CORP $3.90万0.01%637 -8-1.2% -$489 减仓
HLT HILTON WORLDWIDE HLDGS INC $3.89万0.01%128 21.6% $608 加仓