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
SCHH SCHWAB STRATEGIC TR $7,8680.00%332 20.6% $47 加仓
TROW PRICE T ROWE GROUP INC $7,8450.00%69 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL CO LTD $7,8230.00%488 -417-46.1% -$6,685 减仓
AEE AMEREN CORP $7,8000.00%69 00.0% — 不变
OGS ONE GAS INC $7,7850.00%101 00.0% — 不变
PII POLARIS INC $7,7340.00%113 98.7% $616 加仓
POWI POWER INTEGRATIONS INC $7,7060.00%92 00.0% — 不变
NU NU HLDGS LTD $7,6690.00%574 364173.3% $4,863 加仓
NXE NEXGEN ENERGY LTD $7,5780.00%807 00.0% — 不变
M MACYS INC $7,5360.00%320 00.0% — 不变
LION LIONSGATE STUDIOS CORP $7,5020.00%490 00.0% — 不变
AGNC AGNC INVT CORP $7,5000.00%688 -15-2.1% -$164 减仓
WAL WESTERN ALLIANCE BANCORP $7,4810.00%91 00.0% — 不变
PRVA PRIVIA HEALTH GROUP INC $7,4110.00%288 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $7,3990.00%49 49— $7,399 新建仓
SLB SLB LIMITED $7,3920.00%159 117.4% $511 加仓
FIS FIDELITY NATL INFORMATION SV $7,3880.00%190 7971.2% $3,072 加仓
DG DOLLAR GEN CORP $7,3680.00%64 -16-20.0% -$1,842 减仓
PXH INVESCO EXCH TRADED FD TR II $7,3180.00%262 -30-10.3% -$838 减仓
QTWO Q2 HLDGS INC $7,3120.00%152 4542.1% $2,165 加仓
W WAYFAIR INC $7,3020.00%79 -22-21.8% -$2,033 减仓
ECG EVERUS CONSTR GROUP $7,3020.00%44 00.0% — 不变
DSGX DESCARTES SYS GROUP INC $7,2710.00%105 62144.2% $4,293 加仓
VNO VORNADO RLTY TR $7,2320.00%184 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $7,2290.00%183 -26-12.4% -$1,027 减仓
OSK OSHKOSH CORP $7,2140.00%47 -26-35.6% -$3,991 减仓
DOC HEALTHPEAK PROPERTIES INC $7,2120.00%337 5318.7% $1,134 加仓
VTRS VIATRIS INC $7,2100.00%454 -12-2.6% -$191 减仓
ILMN ILLUMINA INC $7,2100.00%41 410.8% $703 加仓
ALK ALASKA AIR GROUP INC $7,2040.00%138 -12-8.0% -$626 减仓
DT DYNATRACE INC $7,1140.00%162 -44-21.4% -$1,932 减仓
NTR NUTRIEN LTD $7,1140.00%113 91413.6% $5,729 加仓
MATX MATSON INC $7,1130.00%37 00.0% — 不变
ATI ATI INC $7,0960.00%36 39.1% $591 加仓
QFIN QFIN HOLDINGS INC $7,0360.00%445 20283.1% $3,194 加仓
ALGM ALLEGRO MICROSYSTEMS INC $7,0320.00%101 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $7,0200.00%24 12100.0% $3,510 加仓
PATK PATRICK INDS INC $7,0030.00%78 -1-1.3% -$90 减仓
UPS UNITED PARCEL SVCS INC $6,9880.00%65 -10-13.3% -$1,075 减仓
APLD APPLIED DIGITAL CORP $6,9760.00%187 00.0% — 不变
GL GLOBE LIFE INC $6,9690.00%39 00.0% — 不变
FR FIRST INDL RLTY TR INC $6,9290.00%113 00.0% — 不变
KNSL KINSALE CAP GROUP INC $6,9270.00%21 210.5% $660 加仓
MLM MARTIN MARIETTA MATLS INC $6,9210.00%12 19.1% $577 加仓
NBIX NEUROCRINE BIOSCIENCES INC $6,9100.00%41 -26-38.8% -$4,382 减仓
ZM ZOOM COMMUNICATIONS INC $6,9050.00%80 56.7% $432 加仓
AMT AMERICAN TOWER CORP $6,8700.00%42 -56-57.1% -$9,160 减仓
NRG NRG ENERGY INC $6,8650.00%47 -28-37.3% -$4,090 减仓
YOU CLEAR SECURE INC $6,8550.00%123 00.0% — 不变
GHC GRAHAM HLDGS CO $6,8490.00%6 00.0% — 不变
RL RALPH LAUREN CORP $6,8240.00%17 -10-37.0% -$4,014 减仓
NSIT INSIGHT ENTERPRISES INC $6,8210.00%56 00.0% — 不变
SUB ISHARES TR $6,8150.00%64 00.0% — 不变
VMC VULCAN MATLS CO $6,7860.00%23 00.0% — 不变
RMBS RAMBUS INC DEL $6,7700.00%51 -14-21.5% -$1,858 减仓
ZTS ZOETIS INC $6,7550.00%94 1113.3% $790 加仓
FN FABRINET $6,7450.00%12 19.1% $562 加仓
EPR EPR PPTYS $6,6720.00%115 00.0% — 不变
DOCU DOCUSIGN INC $6,6630.00%150 -36-19.4% -$1,599 减仓
DBX DROPBOX INC $6,6480.00%242 201490.2% $5,522 加仓
CHRD CHORD ENERGY CORPORATION $6,6300.00%58 00.0% — 不变
VOYA VOYA FINANCIAL INC $6,6090.00%73 -2-2.7% -$181 减仓
WU WESTERN UN CO $6,5990.00%857 -816-48.8% -$6,283 减仓
BGC BGC GROUP INC $6,5960.00%617 00.0% — 不变
KEY KEYCORP $6,5930.00%286 228.3% $507 加仓
AVA AVISTA CORP $6,5870.00%161 -15-8.5% -$614 减仓
DINO HF SINCLAIR CORP $6,5480.00%94 00.0% — 不变
AVPT AVEPOINT INC $6,5250.00%582 582— $6,525 新建仓
PBA PEMBINA PIPELINE CORP $6,5220.00%141 00.0% — 不变
ELAN ELANCO ANIMAL HEALTH INC $6,4980.00%264 -24-8.3% -$591 减仓
PDD PDD HOLDINGS INC $6,4840.00%85 -2-2.3% -$153 减仓
SAP SAP SE $6,4730.00%42 -82-66.1% -$1.26万 减仓
NDAQ NASDAQ INC $6,4640.00%82 -5-5.7% -$394 减仓
PAAS PAN AMERN SILVER CORP $6,4500.00%144 00.0% — 不变
DB DEUTSCHE BK AG $6,4490.00%191 00.0% — 不变
CORT CORCEPT THERAPEUTICS INC $6,4350.00%74 00.0% — 不变
RRX REGAL REXNORD CORPORATION $6,4320.00%27 -1-3.6% -$238 减仓
AJG GALLAGHER ARTHUR J & CO $6,4280.00%28 -12-30.0% -$2,755 减仓
RHP RYMAN HOSPITALITY PPTYS INC $6,4280.00%50 00.0% — 不变
AD ARRAY DIGITAL INFRASTRUCTURE $6,4190.00%177 00.0% — 不变
NOMD NOMAD FOODS LTD $6,4060.00%585 -2-0.3% -$22 减仓
BMI BADGER METER INC $6,3810.00%43 -11-20.4% -$1,632 减仓
TXRH TEXAS ROADHOUSE INC $6,3770.00%33 310.0% $580 加仓
PIPR PIPER SANDLER COMPANIES $6,3660.00%88 00.0% — 不变
CUBE CUBESMART $6,3640.00%160 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $6,3610.00%41 -19-31.7% -$2,948 减仓
VALE VALE S A $6,3470.00%422 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $6,3350.00%66 -50-43.1% -$4,799 减仓
KN KNOWLES CORP $6,3050.00%152 00.0% — 不变
SJM SMUCKER J M CO $6,3000.00%56 59.8% $562 加仓
IMO IMPERIAL OIL LTD $6,2740.00%56 00.0% — 不变
AES AES CORP $6,2600.00%427 358.9% $513 加仓
WSO WATSCO INC $6,2510.00%15 00.0% — 不变
NOK NOKIA CORP $6,2420.00%470 00.0% — 不变
AIZ ASSURANT INC $6,1770.00%23 635.3% $1,611 加仓
NYT NEW YORK TIMES CO MTN BE $6,1590.00%88 -6-6.4% -$420 减仓
IPAR INTERPARFUMS INC $6,1530.00%55 00.0% — 不变
GFI GOLD FIELDS LTD $6,1470.00%183 52.8% $168 加仓
OSIS OSI SYSTEMS INC $6,1240.00%28 -3-9.7% -$656 减仓
VICR VICOR CORP $6,0770.00%16 -2-11.1% -$760 减仓