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Cetera Investment Advisers 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cetera Investment Advisers
报告期 2026-03-31 · CIK 0001666741
持仓数
4,790
前50大市值合计
$35.98B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 8
增持 86
减持 54
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$88.8M
172,247
-91%
减持
BIL
SPDR SER TR
-$72.7M
313,765
-72%
增持
SPY
SPDR S&P 500 ETF TR
+$72.6M
339,855
+77%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SCHD
SCHWAB STRATEGIC TR
-$65.3M
1,687,069
-34%
增持
CWB
SPDR SER TR
+$53.9M
780,692
+7402%
减持
AAPL
APPLE INC
+$44.2M
1,836,854
-3%
增持
IVV
ISHARES TR
+$36.7M
992,677
+1%
减持
NVDA
NVIDIA CORPORATION
+$29.5M
215,281
-3%
增持
MSFT
MICROSOFT CORP
+$29.0M
525,768
+1%
增持
QQQ
INVESCO QQQ TR
+$27.6M
415,510
+6%
增持
AMZN
AMAZON COM INC
+$24.0M
804,722
+3%
增持
VUG
VANGUARD INDEX FDS
+$22.7M
505,389
+5%
减持
IEF
ISHARES TR
-$19.2M
134,025
-59%
减持
VTI
VANGUARD INDEX FDS
+$16.6M
1,317,333
-2%
增持
USFR
WISDOMTREE TR
+$14.1M
563,324
+99%
减持
SPTI
SPDR SER TR
-$13.8M
480,867
-49%
减持
MUB
ISHARES TR
-$13.6M
692,693
-15%
减持
BSV
VANGUARD BD INDEX FDS
-$13.2M
2,715,583
-5%
增持
SPYM
SPDR SER TR
+$13.2M
432,371
+122%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$12.6M
305,109
+413%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
-$11.9M
19,843
-95%
增持
TSLA
TESLA INC
+$11.9M
176,026
+7%
减持
UDEC
INNOVATOR ETFS TR
-$11.2M
10,032
-98%
增持
QUAL
ISHARES TR
+$10.3M
816,777
+1%
增持
META
META PLATFORMS INC
+$10.3M
131,736
+1%
增持
LLY
LILLY ELI & CO
+$10.2M
67,730
+8%
增持
IWF
ISHARES TR
+$9.7M
278,003
+2%
增持
GOOGL
ALPHABET INC
+$9.5M
560,857
+1%
减持
MGV
VANGUARD WORLD FD
-$9.3M
18,352
-84%
增持
VOO
VANGUARD INDEX FDS
+$8.7M
257,347
+1%
减持
BND
VANGUARD BD INDEX FDS
-$8.5M
2,186,403
-4%
增持
SCHG
SCHWAB STRATEGIC TR
+$8.3M
500,343
+12%
增持
SPYG
SPDR SER TR
+$7.4M
480,740
+21%
增持
NEAR
ISHARES U S ETF TR
+$7.2M
401,880
+56%
增持
IXUS
ISHARES TR
+$7.2M
139,996
+462%
增持
AVGO
BROADCOM INC
+$6.9M
29,814
+1%
减持
IJH
ISHARES TR
-$6.7M
151,407
-18%
增持
IEFA
ISHARES TR
+$6.7M
1,118,760
+9%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$6.5M
2,351,775
-3%
减持
XSVM
INVESCO EXCHANGE TRADED FD T
-$6.4M
4,761
-97%
减持
SHY
ISHARES TR
-$6.2M
345,670
-17%
减持
ABBV
ABBVIE INC
-$6.2M
185,113
-5%
建仓
BKHY
BNY MELLON ETF TRUST
+$5.6M
120,219
增持
IVW
ISHARES TR
+$5.4M
560,290
+5%
减持
IYW
ISHARES TR
+$5.4M
390,877
-2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$5.4M
151,685
+157%
增持
HYG
ISHARES TR
+$5.2M
189,353
+59%
减持
SUB
ISHARES TR
-$5.1M
262,046
-15%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.1M
163,214
+9%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$5.1M
1,407,648
+9%
建仓
SPHY
SPDR SER TR
+$4.9M
213,145
减持
ESGU
ISHARES TR
-$4.7M
655,794
-14%
减持
TGT
TARGET CORP
-$4.7M
70,730
-16%
增持
MBB
ISHARES TR
+$4.6M
1,040,081
+7%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$4.6M
1,986,966
-4%
增持
VTV
VANGUARD INDEX FDS
+$4.6M
769,581
+1%
减持
STIP
ISHARES TR
-$4.6M
101,782
-30%
减持
JPM
JPMORGAN CHASE & CO
+$4.5M
328,838
-1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$4.5M
1,957,732
+0%
增持
SJNK
SPDR SER TR
+$4.4M
216,646
+472%
减持
COWZ
PACER FDS TR
-$4.4M
632,806
-14%
减持
GOOG
ALPHABET INC
+$4.3M
309,167
-3%
增持
SMH
VANECK ETF TRUST
+$4.2M
47,944
+308%
减持
T
AT&T INC
-$4.2M
842,289
-8%
减持
SCHF
SCHWAB STRATEGIC TR
-$4.2M
680,436
-17%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.1M
235,139
+65%
增持
NFLX
NETFLIX INC
+$4.1M
39,319
+3%
增持
XDSQ
INNOVATOR ETFS TR
+$4.1M
178,148
+372%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$4.1M
24,081
-67%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.0M
219,737
+124%
增持
XMAR
FIRST TR EXCHNG TRADED FD VI
+$3.9M
135,721
+1027%
增持
SCHP
SCHWAB STRATEGIC TR
+$3.9M
232,190
+50%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$3.8M
33,276
+3%
增持
SYY
SYSCO CORP
+$3.7M
86,661
+147%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$3.7M
168,270
增持
IJR
ISHARES TR
+$3.6M
653,399
+3%
增持
PFFD
GLOBAL X FDS
+$3.6M
498,727
+64%
增持
EFG
ISHARES TR
+$3.5M
942,846
+2%
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$3.5M
111,389
减持
VOE
VANGUARD INDEX FDS
-$3.5M
80,090
-26%
增持
UBER
UBER TECHNOLOGIES INC
+$3.4M
196,411
+22%
增持
—
INVESCO EXCHANGE TRADED FD T
+$3.3M
330,781
+1855%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$3.3M
125,389
+30%
增持
ORCL
ORACLE CORP
+$3.3M
110,662
+4%
增持
PANW
PALO ALTO NETWORKS INC
+$3.2M
31,774
+30%
增持
MGK
VANGUARD WORLD FD
+$3.2M
52,506
+18%
增持
CALF
PACER FDS TR
+$3.2M
250,198
+37%
增持
XBAP
INNOVATOR ETFS TR
+$3.2M
131,592
+467%
增持
USMV
ISHARES TR
+$3.2M
855,330
+3%
减持
MTUM
ISHARES TR
-$3.1M
9,592
-71%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
87,292
+1%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$3.0M
92,786
+60%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.9M
140,168
+9%
增持
VB
VANGUARD INDEX FDS
+$2.9M
171,472
+4%
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$2.9M
93,137
清仓
QQQE
DIREXION SHS ETF TR
-$2.8M
0
-100%
增持
IWD
ISHARES TR
+$2.8M
476,509
+0%
增持
PFE
PFIZER INC
-$2.8M
837,775
+2%
增持
IWY
ISHARES TR
+$2.8M
105,735
+5%
减持
VTIP
VANGUARD MALVERN FDS
-$2.8M
218,346
-21%
增持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$2.8M
471,748
+23%
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$2.7M
90,693
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.7M
866,068
+10%
增持
IEI
ISHARES TR
+$2.7M
116,038
+27%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$2.6M
9,205
-40%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.6M
1,017,114
+4%
增持
BOTZ
GLOBAL X FDS
+$2.6M
171,791
+87%
增持
CRM
SALESFORCE INC
+$2.6M
49,515
+26%
增持
XBJA
INNOVATOR ETFS TR
+$2.6M
140,580
+272%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.5M
358,331
-21%
减持
VLO
VALERO ENERGY CORP
-$2.5M
63,627
-11%
减持
LOW
LOWES COS INC
+$2.5M
99,502
-0%
增持
DIVO
AMPLIFY ETF TR
+$2.5M
115,155
+142%
减持
XLE
SELECT SECTOR SPDR TR
-$2.4M
234,128
-10%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
-$2.4M
73,348
-52%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$2.4M
86,217
-64%
增持
GPC
GENUINE PARTS CO
+$2.4M
27,169
+106%
增持
SHOP
SHOPIFY INC
+$2.4M
77,391
+42%
减持
DIS
DISNEY WALT CO
-$2.4M
194,157
-1%
增持
—
SUPER MICRO COMPUTER INC
+$2.4M
10,344
+437%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.4M
113,161
+13%
增持
NOW
SERVICENOW INC
+$2.4M
19,829
+5%
增持
AGG
ISHARES TR
-$2.3M
1,401,432
+0%
增持
SHV
ISHARES TR
+$2.3M
202,678
+12%
增持
XLV
SELECT SECTOR SPDR TR
+$2.3M
238,405
+5%
增持
IUSB
ISHARES TR
-$2.3M
4,300,298
+0%
减持
IGSB
ISHARES TR
-$2.3M
296,042
-13%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$2.3M
68,148
-12%
增持
SPDW
SPDR INDEX SHS FDS
+$2.3M
610,893
+11%
减持
TSN
TYSON FOODS INC
-$2.3M
15,115
-70%
减持
JNJ
JOHNSON & JOHNSON
+$2.2M
224,245
-0%
减持
PFFV
GLOBAL X FDS
-$2.2M
27,601
-78%
增持
GSUS
GOLDMAN SACHS ETF TR
+$2.2M
355,839
+2%
减持
XLP
SELECT SECTOR SPDR TR
-$2.2M
243,358
-10%
清仓
PIE
INVESCO EXCH TRADED FD TR II
-$2.2M
0
-100%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$2.2M
113,627
-58%
减持
AMD
ADVANCED MICRO DEVICES INC
+$2.1M
176,080
-4%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.1M
573,881
+7%
减持
CDW
CDW CORP
-$2.1M
5,014
-68%
增持
JNK
SPDR SER TR
+$2.1M
56,288
+69%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.1M
22,075
+3%
增持
SPEM
SPDR INDEX SHS FDS
+$2.1M
348,731
+20%
增持
MDB
MONGODB INC
+$2.1M
6,259
+184%
建仓
EZM
WISDOMTREE TR
+$2.1M
38,877
增持
SCHW
SCHWAB CHARLES CORP
+$2.0M
125,043
+29%
减持
DVAL
FRANKLIN TEMPLETON ETF TR
-$2.0M
12,085
-94%
减持
MRK
MERCK & CO INC
+$2.0M
268,355
-2%
减持
SLB
SCHLUMBERGER LTD
-$2.0M
80,191
-33%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$2.0M
65,681
增持
SO
SOUTHERN CO
+$2.0M
216,858
+14%
