13F 机构持仓

Bell Investment Advisors, Inc

ORINDA CA · SEC CIK 0001890149

2026Q22026Q1 更早 9 个季度 🔒
$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
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

FNDX 10.1%
GBIL 9.4%
VMBS 7.4%
TDTT 7.2%
TLT 6.0%
FNDF 5.1%
MTUM 3.9%
SCHX 3.7%
VTV 2.9%
FNDA 2.5%

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
SKM SK TELECOM CO LTD $4.27万0.01%1,329 393.0% $1,254 加仓
ROST ROSS STORES INC $4.26万0.01%200 21.0% $426 加仓
HWM HOWMET AEROSPACE INC $4.25万0.01%158 00.0% — 不变
DASH DOORDASH INC $4.24万0.01%230 00.0% — 不变
KTB KONTOOR BRANDS INC $4.24万0.01%509 5005,555.6% $4.17万 加仓
IMOS CHIPMOS TECHNOLOGIES INC $4.20万0.01%653 00.0% — 不变
EVR EVERCORE INC $4.17万0.01%122 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $4.16万0.01%221 -10-4.3% -$1,883 减仓
AXON AXON ENTERPRISE INC $4.15万0.01%74 -2-2.6% -$1,121 减仓
MET METLIFE INC $4.14万0.01%489 18058.3% $1.52万 加仓
CTVA CORTEVA INC $4.11万0.01%485 61.3% $508 加仓
HDB HDFC BANK LTD $4.10万0.01%1,587 20114.5% $5,192 加仓
CI THE CIGNA GROUP $4.08万0.01%148 -5-3.3% -$1,378 减仓
USB US BANCORP $4.08万0.01%675 25962.3% $1.56万 加仓
NVS NOVARTIS AG $4.06万0.01%259 -4-1.5% -$627 减仓
PSMT PRICESMART INC $4.04万0.01%207 -3-1.4% -$586 减仓
LOW LOWES COS INC $3.99万0.01%181 -21-10.4% -$4,630 减仓
URI UNITED RENTALS INC $3.97万0.01%35 12.9% $1,133 加仓
DUK DUKE ENERGY CORP NEW $3.96万0.01%313 9845.6% $1.24万 加仓
MCK MCKESSON CORP $3.93万0.01%52 -10-16.1% -$7,556 减仓
GD GENERAL DYNAMICS CORP $3.90万0.01%110 -20-15.4% -$7,085 减仓
DTM DT MIDSTREAM INC $3.89万0.01%265 00.0% — 不变
CLX CLOROX CO DEL $3.87万0.01%406 -82-16.8% -$7,826 减仓
HSBC HSBC HLDGS PLC $3.85万0.01%405 00.0% — 不变
CAG CONAGRA BRANDS INC $3.81万0.01%2,831 1,14668.0% $1.54万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $3.81万0.01%140 -3-2.1% -$816 减仓
BSX BOSTON SCIENTIFIC CORP $3.78万0.01%885 13918.6% $5,933 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $3.75万0.01%348 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $3.74万0.01%1,239 -47-3.7% -$1,419 减仓
PXF INVESCO EXCH TRADED FD TR II $3.74万0.01%494 00.0% — 不变
NEM NEWMONT CORP $3.71万0.01%397 00.0% — 不变
NTB BANK OF N T BUTTERFIELD & SO $3.66万0.01%615 00.0% — 不变
PNW PINNACLE WEST CAP CORP $3.62万0.01%338 200144.9% $2.14万 加仓
LW LAMB WESTON HLDGS INC $3.61万0.01%837 121.5% $518 加仓
IYW ISHARES TR $3.61万0.01%143 00.0% — 不变
SO SOUTHERN CO $3.58万0.01%374 12147.8% $1.16万 加仓
CM CANADIAN IMPERIAL BANK OF CO $3.58万0.01%311 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $3.57万0.01%375 8228.0% $7,802 加仓
JBL JABIL INC $3.55万0.01%92 00.0% — 不变
PH PARKER-HANNIFIN CORP $3.52万0.01%36 -8-18.2% -$7,825 减仓
NVT NVENT ELEC PLC $3.51万0.01%207 63.0% $1,018 加仓
KVUE KENVUE INC $3.50万0.01%1,834 959109.6% $1.83万 加仓
WM WASTE MGMT INC DEL $3.50万0.01%157 4135.3% $9,138 加仓
ACGL ARCH CAP GROUP LTD $3.47万0.01%358 -100-21.8% -$9,706 减仓
DAL DELTA AIR LINES INC $3.47万0.01%370 246.9% $2,248 加仓
APD AIR PRODUCTS AND CHEMICALS I $3.46万0.01%118 68136.0% $1.99万 加仓
INGR INGREDION INC $3.45万0.01%364 196116.7% $1.86万 加仓
FDX FEDEX CORP $3.44万0.01%110 00.0% — 不变
DHR DANAHER CORP DEL $3.39万0.00%178 10.6% $190 加仓
VLO VALERO ENERGY CORP $3.36万0.00%129 32.4% $781 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $3.32万0.00%369 10.3% $90 加仓
XLU SELECT SECTOR SPDR TR $3.32万0.00%732 00.0% — 重新持有
EMXC ISHARES INC $3.30万0.00%322 -562-63.6% -$5.75万 减仓
BCS BARCLAYS PLC $3.29万0.00%1,226 33437.4% $8,971 加仓
CRH CRH PLC $3.28万0.00%307 31.0% $321 加仓
CASY CASEYS GEN STORES INC $3.26万0.00%41 12.5% $795 加仓
LHX L3HARRIS TECHNOLOGIES INC $3.25万0.00%112 3443.6% $9,880 加仓
CL COLGATE PALMOLIVE CO $3.21万0.00%350 -30-7.9% -$2,750 减仓
DHI D R HORTON INC $3.21万0.00%197 31.5% $489 加仓
FCX FREEPORT MCMORAN INC $3.21万0.00%510 -6-1.2% -$377 减仓
MTZ MASTEC INC $3.20万0.00%77 11.3% $416 加仓
MSI MOTOROLA SOLUTIONS INC $3.20万0.00%77 -34-30.6% -$1.41万 减仓
RY ROYAL BK CDA $3.19万0.00%154 00.0% — 不变
MAS MASCO CORP $3.18万0.00%391 00.0% — 不变
TWLO TWILIO INC $3.18万0.00%154 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $3.18万0.00%934 768.9% $2,584 加仓
DEO DIAGEO PLC $3.18万0.00%395 164.2% $1,286 加仓
SIMO SILICON MOTION TECHNOLOGY CO $3.17万0.00%95 22.2% $667 加仓
— JANUS HENDERSON GROUP PLC $3.15万0.00%606 -11-1.8% -$571 减仓
IWD ISHARES TR $3.13万0.00%129 00.0% — 不变
EIX EDISON INTL $3.13万0.00%420 71.7% $521 加仓
DLR DIGITAL RLTY TR INC $3.12万0.00%174 31.8% $539 加仓
MRSH MARSH & MCLENNAN COS INC $3.12万0.00%187 3825.5% $6,334 加仓
SGOV ISHARES TR $3.07万0.00%305 -15-4.7% -$1,512 减仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $3.07万0.00%1,543 453.0% $895 加仓
AZN ASTRAZENECA PLC $3.03万0.00%160 -40-20.0% -$7,585 减仓
KMI KINDER MORGAN INC DEL $3.02万0.00%946 500112.1% $1.60万 加仓
BX BLACKSTONE INC $3.02万0.00%257 10.4% $118 加仓
HON HONEYWELL INTL INC $3.02万0.00%135 -146-52.0% -$3.27万 减仓
TD TORONTO DOMINION BK ONT $2.98万0.00%245 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $2.92万0.00%92 -34-27.0% -$1.08万 减仓
ORLY OREILLY AUTOMOTIVE INC $2.92万0.00%317 -80-20.2% -$7,367 减仓
BR BROADRIDGE FINL SOLUTIONS IN $2.92万0.00%213 129153.6% $1.77万 加仓
BA BOEING CO $2.90万0.00%134 2017.5% $4,329 加仓
HONA HONEYWELL AEROSPACE INC $2.90万0.00%131 131— $2.90万 新建仓
NXPI NXP SEMICONDUCTORS N V $2.87万0.00%102 82410.0% $2.30万 加仓
BDX BECTON DICKINSON & CO $2.86万0.00%189 1833,050.0% $2.77万 加仓
SFM SPROUTS FMRS MKT INC $2.86万0.00%338 -8-2.3% -$677 减仓
WAB WABTEC $2.86万0.00%106 43.9% $1,078 加仓
IUSV ISHARES TR $2.84万0.00%258 00.0% — 不变
TTE TOTALENERGIES SE $2.84万0.00%365 00.0% — 不变
BE BLOOM ENERGY CORP $2.82万0.00%93 22.2% $605 加仓
DRI DARDEN RESTAURANTS INC $2.80万0.00%136 1323,300.0% $2.72万 加仓
COR CENCORA INC $2.80万0.00%99 -6-5.7% -$1,698 减仓
STT STATE STR CORP $2.80万0.00%165 00.0% — 不变
ETR ENTERGY CORP NEW $2.79万0.00%243 52.1% $574 加仓
NUE NUCOR CORP $2.78万0.00%125 21.6% $446 加仓
SWX SOUTHWEST GAS HLDGS INC $2.78万0.00%313 269.1% $2,306 加仓
BIIB BIOGEN INC $2.74万0.00%127 32.4% $648 加仓
BUD ANHEUSER BUSCH INBEV SA NV $2.73万0.00%331 00.0% — 不变