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
ACN ACCENTURE PLC IRELAND $3.87万0.01%195 -48-19.8% -$9,518 减仓
CHRW C H ROBINSON WORLDWIDE IN $3.84万0.01%231 -2-0.9% -$332 减仓
SKM SK TELECOM CO LTD $3.78万0.01%1,290 16514.7% $4,833 加仓
ORLY OREILLY AUTOMOTIVE INC $3.66万0.01%397 -19-4.6% -$1,754 减仓
EVR EVERCORE INC $3.64万0.01%122 1615.1% $4,776 加仓
HWM HOWMET AEROSPACE INC $3.64万0.01%158 -1-0.6% -$230 减仓
DTM DT MIDSTREAM INC $3.57万0.01%265 00.0% — 不变
TTMI TTM TECHNOLOGIES INC $3.54万0.01%363 00.0% — 不变
LW LAMB WESTON HLDGS INC $3.49万0.01%825 -11-1.3% -$465 减仓
VRSK VERISK ANALYTICS INC $3.47万0.01%183 10.5% $190 加仓
RCL ROYAL CARIBBEAN GROUP $3.47万0.01%126 3031.2% $8,255 加仓
PXF INVESCO EXCH TRADED FD TR II $3.45万0.01%494 00.0% — 不变
DASH DOORDASH INC $3.45万0.01%230 -8-3.4% -$1,201 减仓
HDB HDFC BANK LTD $3.45万0.01%1,386 1,002260.9% $2.49万 加仓
IR INGERSOLL RAND INC $3.43万0.01%428 -11-2.5% -$881 减仓
PWR QUANTA SVCS INC $3.40万0.01%62 -1-1.6% -$549 减仓
REGN REGENERON PHARMACEUTICALS $3.40万0.01%44 -1-2.2% -$773 减仓
CBRE CBRE GROUP INC $3.39万0.01%250 -2-0.8% -$271 减仓
RSG REPUBLIC SVCS INC $3.37万0.01%154 64.1% $1,314 加仓
CAH CARDINAL HEALTH INC $3.36万0.01%159 74.6% $1,479 加仓
RF REGIONS FINANCIAL CORP NEW $3.36万0.01%1,286 -28-2.1% -$731 减仓
DHR DANAHER CORP DEL $3.36万0.01%177 -53-23.0% -$1.00万 减仓
HSBC HSBC HLDGS PLC $3.34万0.01%405 225.7% $1,815 加仓
UAL UNITED AIRLS HLDGS INC $3.32万0.01%361 -65-15.3% -$5,985 减仓
TTE TOTALENERGIES SE $3.32万0.01%365 7927.6% $7,187 加仓
IDXX IDEXX LABS INC $3.32万0.01%59 35.4% $1,686 加仓
COR CENCORA INC $3.30万0.01%105 -24-18.6% -$7,539 减仓
BMY BRISTOL-MYERS SQUIBB CO $3.29万0.01%542 8017.3% $4,852 加仓
VGIT VANGUARD SCOTTSDALE FDS $3.26万0.01%547 547— $3.26万 新建仓
RMD RESMED INC $3.25万0.01%145 -8-5.2% -$1,796 减仓
CL COLGATE PALMOLIVE CO $3.24万0.01%380 5215.9% $4,432 加仓
AXON AXON ENTERPRISE INC $3.23万0.01%76 22.7% $849 加仓
NTB BANK OF N T BUTTERFIELD & SO $3.23万0.01%615 00.0% — 不变
SGOV ISHARES TR $3.22万0.01%320 20.6% $201 加仓
CRWD CROWDSTRIKE HLDGS INC $3.20万0.01%82 2954.7% $1.13万 加仓
CRH CRH PLC $3.20万0.00%304 10351.2% $1.08万 加仓
— JANUS HENDERSON GROUP PLC $3.17万0.00%617 111.8% $565 加仓
PSMT PRICESMART INC $3.16万0.00%210 31.4% $452 加仓
VGK VANGUARD INTL EQUITY INDEX F $3.16万0.00%383 383— $3.16万 新建仓
PFG PRINCIPAL FINANCIAL GROUP IN $3.14万0.00%348 51.5% $451 加仓
VLO VALERO ENERGY CORP $3.11万0.00%126 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $3.10万0.00%157 53.3% $988 加仓
DLR DIGITAL RLTY TR INC $3.08万0.00%171 6256.9% $1.12万 加仓
AU ANGLOGOLD ASHANTI PLC $3.07万0.00%315 3512.5% $3,408 加仓
SHOP SHOPIFY INC $3.04万0.00%256 156.2% $1,779 加仓
FCX FREEPORT MCMORAN INC $3.03万0.00%516 00.0% — 不变
TM TOYOTA MOTOR CORP $3.03万0.00%147 -57-27.9% -$1.17万 减仓
EIX EDISON INTL $3.02万0.00%413 7923.7% $5,781 加仓
EMCS DBX ETF TR $2.99万0.00%806 00.0% — 不变
CVS CVS HEALTH CORP $2.97万0.00%414 11237.1% $8,044 加仓
CM CANADIAN IMPERIAL BANK OF CO $2.95万0.00%311 227.6% $2,085 加仓
BX BLACKSTONE INC $2.94万0.00%256 -80-23.8% -$9,199 减仓
AEP AMERICAN ELEC PWR CO INC $2.94万0.00%224 125.7% $1,573 加仓
CASY CASEYS GEN STORES INC $2.91万0.00%40 12.6% $728 加仓
MTSI MACOM TECH SOLUTIONS HLDGS I $2.84万0.00%128 00.0% — 不变
DEO DIAGEO PLC $2.82万0.00%379 6219.6% $4,616 加仓
DUK DUKE ENERGY CORP NEW $2.82万0.00%215 -43-16.7% -$5,631 减仓
ALB ALBEMARLE CORP $2.80万0.00%156 00.0% — 不变
ULTA ULTA BEAUTY INC $2.77万0.00%53 510.4% $2,614 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $2.77万0.00%368 368— $2.77万 新建仓
VSXY VICTORIAS SECRET AND CO $2.76万0.00%595 -9-1.5% -$417 减仓
SONY SONY GROUP CORP $2.76万0.00%1,332 43348.2% $8,963 加仓
IWD ISHARES TR $2.76万0.00%129 00.0% — 不变
EQT EQT CORP $2.76万0.00%433 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $2.75万0.00%858 -22-2.5% -$704 减仓
IT GARTNER INC $2.72万0.00%172 7475.5% $1.17万 加仓
LHX L3HARRIS TECHNOLOGIES INC $2.69万0.00%78 11.3% $345 加仓
ETR ENTERGY CORP NEW $2.67万0.00%238 4020.2% $4,494 加仓
SFM SPROUTS FMRS MKT INC $2.67万0.00%346 -79-18.6% -$6,093 减仓
WM WASTE MGMT INC DEL $2.67万0.00%116 -2-1.7% -$460 减仓
DHI D R HORTON INC $2.66万0.00%194 -61-23.9% -$8,371 减仓
ADSK AUTODESK INC $2.66万0.00%111 -28-20.1% -$6,703 减仓
CAG CONAGRA BRANDS INC $2.65万0.00%1,685 1,029156.9% $1.62万 加仓
EXC EXELON CORP $2.65万0.00%540 287113.4% $1.41万 加仓
IUSV ISHARES TR $2.64万0.00%258 00.0% — 不变
WCN WASTE CONNECTIONS INC $2.63万0.00%162 149.5% $2,274 加仓
COHR COHERENT CORP $2.62万0.00%110 32.8% $715 加仓
PCAR PACCAR INC $2.61万0.00%226 -5-2.2% -$578 减仓
GLNG GOLAR LNG LTD $2.60万0.00%481 00.0% — 不变
IYW ISHARES TR $2.59万0.00%143 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $2.58万0.00%149 -5-3.2% -$867 减仓
AON AON PLC $2.55万0.00%79 -9-10.2% -$2,905 减仓
WAB WABTEC $2.55万0.00%102 2736.0% $6,748 加仓
UNP UNION PAC CORP $2.55万0.00%105 3652.2% $8,735 加仓
SRE SEMPRA $2.55万0.00%262 11679.5% $1.13万 加仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $2.54万0.00%1,498 32527.7% $5,515 加仓
NOC NORTHROP GRUMMAN CORP $2.52万0.00%37 827.6% $5,458 加仓
MPC MARATHON PETE CORP $2.52万0.00%103 -40-28.0% -$9,767 减仓
GRMN GARMIN LTD $2.51万0.00%108 2428.6% $5,568 加仓
SWX SOUTHWEST GAS HLDGS INC $2.49万0.00%287 4719.6% $4,084 加仓
RY ROYAL BK CDA $2.49万0.00%154 10.7% $162 加仓
FWONK LIBERTY MEDIA CORP DEL $2.49万0.00%293 -8-2.7% -$680 减仓
— GLOBAL X FDS $2.49万0.00%575 00.0% — 不变
MKSI MKS INC. $2.48万0.00%108 21.9% $460 加仓
RIO RIO TINTO PLC $2.48万0.00%266 2912.2% $2,706 加仓
URI UNITED RENTALS INC $2.48万0.00%34 -10-22.7% -$7,286 减仓
SCCO SOUTHERN COPPER CORP $2.46万0.00%143 00.0% — 不变
EXPO EXPONENT INC $2.46万0.00%377 305423.6% $1.99万 加仓
— HOLOGIC INC $2.46万0.00%325 206.6% $1,512 加仓
CWK CUSHMAN AND WAKEFIELD LTD $2.45万0.00%1,997 -40-2.0% -$490 减仓