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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $8.46万 | 0.01% | 625 | -164 | -20.8% | -$2.22万 | 减仓 |
| SNPS | SYNOPSYS INC | $8.39万 | 0.01% | 188 | -18 | -8.7% | -$8,029 | 减仓 |
| WELL | WELLTOWER INC | $8.35万 | 0.01% | 368 | -15 | -3.9% | -$3,405 | 减仓 |
| FIX | COMFORT SYS USA INC | $8.32万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $8.19万 | 0.01% | 788 | 260 | 49.2% | $2.70万 | 加仓 |
| AFL | AFLAC INC | $8.00万 | 0.01% | 682 | 10 | 1.5% | $1,173 | 加仓 |
| APH | AMPHENOL CORP | $7.93万 | 0.01% | 450 | 14 | 3.2% | $2,468 | 加仓 |
| PLD | PROLOGIS INC. | $7.91万 | 0.01% | 584 | 3 | 0.5% | $406 | 加仓 |
| DIS | DISNEY WALT CO | $7.81万 | 0.01% | 811 | 55 | 7.3% | $5,294 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $7.72万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| PDN | INVESCO EXCH TRADED FD TR II | $7.52万 | 0.01% | 1,672 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $7.49万 | 0.01% | 118 | -4 | -3.3% | -$2,537 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $7.45万 | 0.01% | 150 | 21 | 16.3% | $1.04万 | 加仓 |
| MCD | MCDONALDS CORP | $7.38万 | 0.01% | 273 | -73 | -21.1% | -$1.97万 | 减仓 |
| — | EMPIRE ST RLTY OP L P | $7.36万 | 0.01% | 13,267 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $7.23万 | 0.01% | 468 | -3 | -0.6% | -$463 | 减仓 |
| IBN | ICICI BANK LIMITED | $7.14万 | 0.01% | 2,459 | 648 | 35.8% | $1.88万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $7.13万 | 0.01% | 793 | -57 | -6.7% | -$5,122 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $7.08万 | 0.01% | 353 | 9 | 2.6% | $1,806 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7.07万 | 0.01% | 154 | -4 | -2.5% | -$1,837 | 减仓 |
| RBLX | ROBLOX CORP | $6.99万 | 0.01% | 1,286 | 867 | 206.9% | $4.71万 | 加仓 |
| L | LOEWS CORP | $6.94万 | 0.01% | 613 | 5 | 0.8% | $566 | 加仓 |
| MDT | MEDTRONIC PLC | $6.90万 | 0.01% | 883 | 432 | 95.8% | $3.38万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $6.84万 | 0.01% | 366 | 3 | 0.8% | $561 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $6.84万 | 0.01% | 172 | -6 | -3.4% | -$2,386 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $6.77万 | 0.01% | 637 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $6.76万 | 0.01% | 284 | 54 | 23.5% | $1.28万 | 加仓 |
| KR | KROGER CO | $6.74万 | 0.01% | 1,213 | 121 | 11.1% | $6,719 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6.71万 | 0.01% | 545 | -81 | -12.9% | -$9,972 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $6.67万 | 0.01% | 131 | -8 | -5.8% | -$4,076 | 减仓 |
| — | DBX ETF TR | $6.67万 | 0.01% | 2,209 | 17 | 0.8% | $513 | 加仓 |
| GILD | GILEAD SCIENCES INC | $6.63万 | 0.01% | 525 | -70 | -11.8% | -$8,844 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $6.57万 | 0.01% | 310 | -5 | -1.6% | -$1,060 | 减仓 |
| COWZ | PACER FDS TR | $6.56万 | 0.01% | 1,055 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $6.54万 | 0.01% | 409 | -31 | -7.0% | -$4,956 | 减仓 |
| TER | TERADYNE INC | $6.39万 | 0.01% | 132 | -2 | -1.5% | -$968 | 减仓 |
| IGM | ISHARES TR | $6.36万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $6.36万 | 0.01% | 409 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $6.36万 | 0.01% | 46 | -1 | -2.1% | -$1,382 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $6.31万 | 0.01% | 629 | 24 | 4.0% | $2,407 | 加仓 |
| KB | KB FINL GROUP INC | $6.25万 | 0.01% | 595 | 118 | 24.7% | $1.24万 | 加仓 |
| SOLV | SOLVENTUM CORP | $6.16万 | 0.01% | 799 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $6.11万 | 0.01% | 2,028 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $6.11万 | 0.01% | 262 | -23 | -8.1% | -$5,361 | 减仓 |
| MCO | MOODYS CORP | $6.07万 | 0.01% | 134 | -19 | -12.4% | -$8,606 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $6.07万 | 0.01% | 631 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $6.06万 | 0.01% | 361 | -33 | -8.4% | -$5,535 | 减仓 |
| XEL | XCEL ENERGY INC | $6.04万 | 0.01% | 752 | 6 | 0.8% | $482 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $5.96万 | 0.01% | 240 | -32 | -11.8% | -$7,948 | 减仓 |
| CIEN | CIENA CORP | $5.94万 | 0.01% | 121 | -1 | -0.8% | -$491 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $5.87万 | 0.01% | 1,326 | 29 | 2.2% | $1,284 | 加仓 |
| CME | CME GROUP INC | $5.85万 | 0.01% | 265 | 40 | 17.8% | $8,833 | 加仓 |
| EBAY | EBAY INC. | $5.82万 | 0.01% | 521 | 9 | 1.8% | $1,006 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $5.75万 | 0.01% | 318 | -72 | -18.5% | -$1.30万 | 减仓 |
| PGR | PROGRESSIVE CORP | $5.68万 | 0.01% | 260 | -17 | -6.1% | -$3,714 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $5.60万 | 0.01% | 886 | 139 | 18.6% | $8,792 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.60万 | 0.01% | 250 | 49 | 24.4% | $1.10万 | 加仓 |
| VGT | VANGUARD WORLD FD | $5.60万 | 0.01% | 468 | -4 | -0.8% | -$478 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $5.50万 | 0.01% | 738 | 149 | 25.3% | $1.11万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $5.50万 | 0.01% | 141 | 2 | 1.4% | $780 | 加仓 |
| NTAP | NETAPP INC | $5.49万 | 0.01% | 355 | 303 | 582.7% | $4.69万 | 加仓 |
| PSX | PHILLIPS 66 | $5.31万 | 0.01% | 314 | 99 | 46.0% | $1.67万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $5.30万 | 0.01% | 237 | -1 | -0.4% | -$224 | 减仓 |
| F | FORD MTR CO | $5.25万 | 0.01% | 3,779 | 107 | 2.9% | $1,487 | 加仓 |
| NET | CLOUDFLARE INC | $5.22万 | 0.01% | 213 | -5 | -2.3% | -$1,226 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $5.21万 | 0.01% | 290 | 107 | 58.5% | $1.92万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $5.19万 | 0.01% | 68 | -14 | -17.1% | -$1.07万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $5.18万 | 0.01% | 718 | -27 | -3.6% | -$1,948 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $5.17万 | 0.01% | 390 | -98 | -20.1% | -$1.30万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $5.15万 | 0.01% | 139 | 2 | 1.5% | $741 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $5.12万 | 0.01% | 1,446 | -25 | -1.7% | -$885 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5.12万 | 0.01% | 374 | 150 | 67.0% | $2.05万 | 加仓 |
| MELI | MERCADOLIBRE INC | $5.09万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $5.06万 | 0.01% | 1,859 | 37 | 2.0% | $1,007 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $4.97万 | 0.01% | 1,717 | -10 | -0.6% | -$290 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $4.97万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| PDFS | PDF SOLUTIONS INC | $4.95万 | 0.01% | 699 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $4.94万 | 0.01% | 130 | 2 | 1.6% | $761 | 加仓 |
| — | EMPIRE ST RLTY OP L P | $4.94万 | 0.01% | 9,848 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $4.91万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $4.87万 | 0.01% | 117 | 37 | 46.2% | $1.54万 | 加仓 |
| CRM | SALESFORCE INC | $4.86万 | 0.01% | 310 | -172 | -35.7% | -$2.69万 | 减仓 |
| XYL | XYLEM INC | $4.85万 | 0.01% | 410 | -15 | -3.5% | -$1,773 | 减仓 |
| MKSI | MKS INC. | $4.71万 | 0.01% | 106 | -2 | -1.9% | -$890 | 减仓 |
| O | REALTY INCOME CORP | $4.68万 | 0.01% | 756 | 119 | 18.7% | $7,373 | 加仓 |
| PWR | QUANTA SVCS INC | $4.68万 | 0.01% | 65 | 3 | 4.8% | $2,160 | 加仓 |
| IWF | ISHARES TR | $4.67万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $4.63万 | 0.01% | 226 | 2 | 0.9% | $410 | 加仓 |
| WF | WOORI FINL GROUP INC | $4.55万 | 0.01% | 793 | 118 | 17.5% | $6,773 | 加仓 |
| CAH | CARDINAL HEALTH INC | $4.49万 | 0.01% | 189 | 30 | 18.9% | $7,127 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $4.44万 | 0.01% | 491 | -8 | -1.6% | -$724 | 减仓 |
| FAST | FASTENAL CO | $4.43万 | 0.01% | 923 | -1 | -0.1% | -$48 | 减仓 |
| COHR | COHERENT CORP | $4.42万 | 0.01% | 112 | 2 | 1.8% | $789 | 加仓 |
| CVS | CVS HEALTH CORP | $4.41万 | 0.01% | 426 | 12 | 2.9% | $1,241 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $4.37万 | 0.01% | 175 | 18 | 11.5% | $4,500 | 加仓 |
| ADBE | ADOBE INC | $4.37万 | 0.01% | 213 | -9 | -4.1% | -$1,845 | 减仓 |
| UNP | UNION PAC CORP | $4.35万 | 0.01% | 160 | 55 | 52.4% | $1.50万 | 加仓 |
| ALAB | ASTERA LABS INC | $4.35万 | 0.01% | 90 | -5 | -5.3% | -$2,415 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $4.33万 | 0.01% | 274 | -1 | -0.4% | -$158 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4.30万 | 0.01% | 130 | 2 | 1.6% | $661 | 加仓 |