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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 3
增持 73
减持 69
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
BSV
VANGUARD BD INDEX FDS
-$101.0M
1,386,428
-49%
减持
AAPL
APPLE INC
-$60.3M
1,728,308
-6%
增持
TFLO
ISHARES TR
+$46.3M
1,717,369
+113%
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
GOVT
ISHARES TR
-$38.2M
1,111,194
-59%
减持
IUSB
ISHARES TR
-$29.9M
3,788,531
-12%
减持
EFG
ISHARES TR
-$26.2M
738,363
-22%
增持
PULS
PGIM ETF TR
+$24.0M
570,382
+570%
减持
QUAL
ISHARES TR
-$23.5M
657,194
-20%
增持
TLT
ISHARES TR
+$23.5M
777,652
+76%
减持
ESGU
ISHARES TR
-$22.3M
443,402
-32%
减持
IEMG
ISHARES INC
-$21.4M
1,618,066
-19%
增持
EFV
ISHARES TR
+$20.6M
1,721,878
+32%
减持
TLH
ISHARES TR
-$19.7M
113,809
-59%
增持
IVW
ISHARES TR
+$19.6M
863,112
+54%
减持
MBB
ISHARES TR
-$18.1M
888,942
-15%
增持
SGOV
ISHARES TR
+$16.8M
186,336
+841%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$16.7M
505,263
+193%
减持
VTI
VANGUARD INDEX FDS
-$15.5M
1,293,179
-2%
减持
IYW
ISHARES TR
-$15.4M
259,028
-34%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$14.4M
70,707
-57%
增持
VDE
VANGUARD WORLD FDS
+$13.7M
125,488
+542%
增持
SPY
SPDR S&P 500 ETF TR
+$13.5M
383,829
+13%
增持
TIP
ISHARES TR
+$13.4M
244,172
+120%
增持
LQD
ISHARES TR
+$12.8M
404,602
+54%
增持
SCHC
SCHWAB STRATEGIC TR
+$11.6M
502,082
+268%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$10.9M
129,117
+1467%
减持
PMAR
INNOVATOR ETFS TR
-$10.8M
11,324
-97%
减持
DGRO
ISHARES TR
-$10.8M
713,612
-20%
增持
IWM
ISHARES TR
+$10.8M
163,562
+69%
增持
VFH
VANGUARD WORLD FDS
+$10.3M
165,058
+354%
减持
MUB
ISHARES TR
-$10.3M
620,568
-10%
增持
FBND
FIDELITY MERRIMACK STR TR
+$10.0M
473,947
+102%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$9.9M
1,278,890
-11%
增持
USFR
WISDOMTREE TR
+$9.7M
757,078
+34%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$9.7M
952,295
+66%
增持
VHT
VANGUARD WORLD FDS
+$9.1M
76,568
+111%
增持
SPYG
SPDR SER TR
+$9.1M
648,193
+35%
增持
VIS
VANGUARD WORLD FDS
+$9.0M
63,589
+287%
增持
VDC
VANGUARD WORLD FDS
+$9.0M
78,282
+186%
增持
VAW
VANGUARD WORLD FDS
+$8.9M
63,921
+440%
增持
MSFT
MICROSOFT CORP
-$8.8M
539,258
+3%
增持
GOOGL
ALPHABET INC
+$8.6M
578,475
+3%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
-$8.5M
115,248
-76%
减持
IWY
ISHARES TR
-$8.5M
53,606
-49%
增持
VPU
VANGUARD WORLD FDS
+$8.5M
85,959
+394%
增持
VOX
VANGUARD WORLD FDS
+$8.5M
101,407
+389%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$8.3M
287,084
-33%
增持
BIL
SPDR SER TR
+$8.1M
402,483
+28%
增持
VCR
VANGUARD WORLD FDS
+$8.1M
50,389
+160%
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$8.1M
633,088
+143%
增持
IEI
ISHARES TR
+$8.0M
189,126
+63%
减持
XLU
SELECT SECTOR SPDR TR
-$8.0M
255,041
-27%
减持
SUB
ISHARES TR
-$7.8M
189,270
-28%
减持
FALN
ISHARES TR
-$7.8M
246,306
-55%
增持
NVDA
NVIDIA CORPORATION
+$7.6M
226,913
+5%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$7.3M
182,818
+463%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$7.3M
1,918,640
-3%
减持
MRK
MERCK & CO INC
-$7.2M
231,209
-14%
增持
SHY
ISHARES TR
+$7.1M
433,417
+25%
增持
UAUG
INNOVATOR ETFS TR
+$6.9M
281,998
+598%
减持
SHV
ISHARES TR
-$6.9M
140,049
-31%
增持
LLY
ELI LILLY & CO
+$6.8M
71,799
+6%
减持
USMV
ISHARES TR
-$6.6M
786,605
-8%
增持
VGT
VANGUARD WORLD FDS
+$6.4M
53,533
+50%
增持
VNQ
VANGUARD INDEX FDS
+$6.2M
412,972
+38%
减持
VOO
VANGUARD INDEX FDS
-$6.1M
251,375
-2%
减持
SCHG
SCHWAB STRATEGIC TR
-$6.1M
432,119
-14%
增持
VXUS
VANGUARD STAR FDS
-$6.1M
3,011,871
+1%
减持
HDV
ISHARES TR
-$5.8M
70,283
-44%
增持
BALT
INNOVATOR ETFS TR
+$5.7M
291,757
+237%
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.6M
415,758
+89%
增持
CVX
CHEVRON CORP NEW
+$5.6M
215,227
+10%
清仓
BKHY
BNY MELLON ETF TRUST
-$5.6M
0
-100%
增持
BND
VANGUARD BD INDEX FDS
-$5.4M
2,200,659
+1%
增持
TBIL
RBB FD INC
+$5.3M
109,271
+2480%
减持
IWF
ISHARES TR
-$5.2M
268,107
-4%
增持
—
EXXON MOBIL CORP
+$5.0M
413,746
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$4.9M
654,234
+46%
清仓
SPHY
SPDR SER TR
-$4.9M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$4.8M
827,910
+8%
增持
GOOG
ALPHABET INC
+$4.8M
319,856
+3%
减持
FMB
FIRST TR EXCH TRADED FD III
-$4.7M
78,274
-53%
减持
BLV
VANGUARD BD INDEX FDS
-$4.5M
265,443
-11%
减持
IVE
ISHARES TR
-$4.3M
151,887
-12%
增持
XDQQ
INNOVATOR ETFS TR
+$4.2M
207,960
+547%
减持
CDC
VICTORY PORTFOLIOS II
-$4.2M
5,418
-93%
减持
LOW
LOWES COS INC
-$4.2M
88,076
-11%
减持
XDSQ
INNOVATOR ETFS TR
-$4.1M
35,452
-80%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$4.1M
502,918
+102%
减持
RTX
RTX CORPORATION
-$4.1M
139,538
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$4.0M
1,675,085
-1%
减持
SDY
SPDR SER TR
-$3.9M
193,093
-9%
减持
GSLC
GOLDMAN SACHS ETF TR
-$3.8M
110,817
-26%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$3.8M
317,414
-33%
增持
AMGN
AMGEN INC
+$3.7M
64,205
+5%
减持
IJR
ISHARES TR
-$3.7M
650,868
-0%
减持
NOBL
PROSHARES TR
-$3.6M
110,394
-22%
减持
BIV
VANGUARD BD INDEX FDS
-$3.6M
378,410
-8%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$3.6M
245,374
增持
XLE
SELECT SECTOR SPDR TR
+$3.6M
249,648
+7%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.6M
1,189,792
+17%
减持
SJNK
SPDR SER TR
-$3.5M
75,930
-65%
清仓
—
INVESCO EXCHANGE TRADED FD T
-$3.5M
0
-100%
减持
EMB
ISHARES TR
-$3.5M
178,892
-15%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.5M
595,895
-3%
建仓
PSP
INVESCO EXCHANGE TRADED FD T
+$3.4M
66,277
减持
VTRS
VIATRIS INC
-$3.4M
73,775
-82%
增持
SPYV
SPDR SER TR
+$3.3M
579,378
+22%
减持
LVHD
LEGG MASON ETF INVT
-$3.3M
39,824
-69%
减持
SCHF
SCHWAB STRATEGIC TR
-$3.3M
617,361
-9%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$3.2M
60,372
-11%
减持
ILCG
ISHARES TR
-$3.2M
9,486
-84%
减持
IWD
ISHARES TR
-$3.2M
474,563
-0%
增持
CAT
CATERPILLAR INC
+$3.1M
74,980
+6%
减持
IGSB
ISHARES TR
-$3.1M
236,113
-20%
减持
AVGO
BROADCOM INC
-$3.1M
27,422
-8%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$3.1M
213,845
-20%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$3.1M
190,449
+176%
增持
ABBV
ABBVIE INC
+$3.1M
187,808
+1%
增持
USIG
ISHARES TR
+$3.0M
139,409
+91%
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.0M
198,778
+222%
减持
LKFN
LAKELAND FINL CORP
-$3.0M
15,743
-80%
增持
—
ISHARES TR
+$3.0M
280,482
+81%
增持
IOO
ISHARES TR
+$3.0M
53,479
+322%
减持
—
TE CONNECTIVITY LTD
-$2.9M
19,704
-49%
增持
STIP
ISHARES TR
+$2.9M
132,384
+30%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.9M
215,869
+113%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.9M
625,349
+13%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$2.8M
183,311
+270%
清仓
EQRR
PROSHARES TR
-$2.8M
0
-100%
增持
SPSM
SPDR SER TR
+$2.8M
104,964
+273%
减持
SCHP
SCHWAB STRATEGIC TR
-$2.8M
186,236
-20%
清仓
NMFC
NEW MTN FIN CORP
-$2.8M
0
-100%
增持
FLOT
ISHARES TR
+$2.7M
162,556
+48%
减持
CVS
CVS HEALTH CORP
-$2.7M
132,982
-23%
减持
FTEC
FIDELITY COVINGTON TRUST
-$2.7M
15,381
-56%
减持
SCHV
SCHWAB STRATEGIC TR
-$2.6M
163,749
-17%
增持
IGV
ISHARES TR
+$2.6M
9,078
+530%
建仓
QEFA
SPDR INDEX SHS FDS
+$2.6M
38,493
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$2.6M
140,171
+103%
减持
JNJ
JOHNSON & JOHNSON
-$2.6M
221,823
-1%
减持
SPDW
SPDR INDEX SHS FDS
-$2.6M
558,358
-9%
增持
GSUS
GOLDMAN SACHS ETF TR
+$2.6M
412,314
+16%
增持
GCOR
GOLDMAN SACHS ETF TR
+$2.6M
512,637
+20%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.5M
139,048
-16%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$2.5M
1,336,722
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.5M
92,095
+6%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.5M
356,872
+17%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$2.4M
25,142
-60%
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
-$2.4M
29,654
-59%
