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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 3
增持 79
减持 67
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$153.1M
2,079,381
+417%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$104.1M
530,183
-73%
增持
QQQ
INVESCO QQQ TR
+$99.8M
615,550
+45%
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。
增持
IVV
ISHARES TR
+$75.1M
1,082,163
+5%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$72.0M
179,662
-92%
减持
SPY
SPDR S&P 500 ETF TR
-$63.1M
212,125
-45%
减持
CWB
SPDR SER TR
-$53.2M
17,074
-98%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$44.5M
372,861
-72%
减持
BSV
VANGUARD BD INDEX FDS
-$41.3M
816,796
-41%
增持
MSFT
MICROSOFT CORP
+$36.3M
549,430
+2%
减持
AAPL
APPLE INC
+$28.5M
1,685,062
-3%
减持
VTI
VANGUARD INDEX FDS
+$27.6M
1,274,244
-1%
减持
PULS
PGIM ETF TR
-$25.2M
60,863
-89%
增持
OEF
ISHARES TR
+$24.4M
113,871
+2019%
增持
AMZN
AMAZON COM INC
+$20.4M
819,710
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$19.7M
770,493
+77%
增持
VOO
VANGUARD INDEX FDS
+$18.2M
267,684
+6%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$17.2M
163,993
+132%
减持
USMV
ISHARES TR
-$17.1M
511,141
-35%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$16.6M
174,323
-65%
增持
NVDA
NVIDIA CORPORATION
+$16.1M
231,750
+2%
增持
QUAL
ISHARES TR
+$15.7M
695,341
+6%
减持
SUB
ISHARES TR
-$15.1M
41,106
-78%
增持
VXUS
VANGUARD STAR FDS
+$14.7M
3,035,015
+1%
减持
EFG
ISHARES TR
-$14.4M
509,632
-31%
增持
SPYV
SPDR SER TR
+$14.3M
819,037
+41%
增持
IJR
ISHARES TR
+$14.3M
698,051
+7%
减持
SCHD
SCHWAB STRATEGIC TR
-$13.9M
1,374,445
-18%
减持
GOVT
ISHARES TR
-$13.8M
466,054
-58%
减持
IJH
ISHARES TR
-$13.3M
103,157
-39%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$12.7M
112,319
+131%
减持
VDE
VANGUARD WORLD FDS
-$12.7M
27,495
-78%
增持
SCHZ
SCHWAB STRATEGIC TR
+$12.6M
291,007
+1208%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$12.6M
680,140
+338%
增持
EMXC
ISHARES INC
+$12.5M
264,518
+520%
减持
TLT
ISHARES TR
-$12.5M
571,468
-27%
增持
HYG
ISHARES TR
+$12.3M
318,575
+90%
增持
IYW
ISHARES TR
+$12.2M
320,790
+24%
增持
IJS
ISHARES TR
+$12.0M
154,638
+251%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$11.9M
149,883
+749%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$11.8M
813,051
+24%
增持
META
META PLATFORMS INC
+$11.6M
146,396
+9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$11.4M
817,009
+31%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$10.9M
1,210,760
+27%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$10.7M
8,870
-93%
减持
DGRO
ISHARES TR
-$10.7M
458,256
-36%
增持
CALF
PACER FDS TR
+$10.3M
440,676
+70%
增持
LQD
ISHARES TR
+$9.9M
462,501
+14%
减持
VDC
VANGUARD WORLD FDS
-$9.8M
23,497
-70%
减持
TIP
ISHARES TR
-$9.8M
144,541
-41%
减持
MBB
ISHARES TR
-$9.6M
736,726
-17%
增持
IWY
ISHARES TR
+$9.5M
101,062
+89%
减持
VHT
VANGUARD WORLD FDS
-$9.3M
34,776
-55%
增持
AVGO
BROADCOM INC
+$9.3M
28,697
+5%
减持
VOX
VANGUARD WORLD FDS
-$9.2M
12,737
-87%
减持
VAW
VANGUARD WORLD FDS
-$9.0M
10,494
-84%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$8.9M
204,442
-68%
减持
VIS
VANGUARD WORLD FDS
-$8.9M
15,997
-75%
增持
USFR
WISDOMTREE TR
+$8.8M
933,120
+23%
减持
VFH
VANGUARD WORLD FDS
-$8.8M
48,677
-71%
增持
QCOM
QUALCOMM INC
+$8.6M
256,987
+0%
增持
NEAR
ISHARES U S ETF TR
+$8.4M
535,379
+43%
减持
VCR
VANGUARD WORLD FDS
-$8.3M
17,361
-66%
增持
MUB
ISHARES TR
+$8.2M
662,349
+7%
减持
VPU
VANGUARD WORLD FDS
-$8.1M
20,966
-76%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$8.0M
602,828
+44%
增持
IXC
ISHARES TR
+$7.9M
214,581
+1782%
增持
COWZ
PACER FDS TR
+$7.8M
741,304
+19%
减持
JPM
JPMORGAN CHASE & CO
+$7.8M
322,903
-1%
减持
IUSB
ISHARES TR
+$7.8M
3,763,442
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$7.7M
471,888
+9%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$7.7M
161,676
+2076%
减持
SLV
ISHARES SILVER TR
-$7.6M
86,640
-81%
增持
IEFA
ISHARES TR
+$7.6M
1,168,466
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$7.5M
180,509
-3%
减持
VGT
VANGUARD WORLD FDS
-$7.2M
30,927
-42%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$7.1M
488,883
+79%
增持
IWM
ISHARES TR
+$6.9M
178,625
+9%
增持
IEI
ISHARES TR
+$6.9M
241,544
+28%
增持
—
EXXON MOBIL CORP
-$6.9M
419,720
+1%
增持
SPYM
SPDR SER TR
+$6.9M
493,221
+20%
减持
IWF
ISHARES TR
+$6.8M
257,516
-4%
增持
XLK
SELECT SECTOR SPDR TR
+$6.5M
196,348
+3%
减持
VUG
VANGUARD INDEX FDS
+$6.4M
483,799
-9%
增持
MDYV
SPDR SER TR
+$6.3M
131,642
+152%
减持
PFE
PFIZER INC
-$6.2M
802,559
-8%
减持
SCHF
SCHWAB STRATEGIC TR
-$6.2M
398,521
-35%
减持
VNQ
VANGUARD INDEX FDS
-$5.9M
287,282
-30%
清仓
—
ISHARES TR
-$5.8M
0
-100%
减持
SHV
ISHARES TR
-$5.7M
88,619
-37%
增持
ICOW
PACER FDS TR
+$5.7M
196,350
+1248%
增持
JMBS
JANUS DETROIT STR TR
+$5.6M
202,831
+136%
减持
AGG
ISHARES TR
+$5.6M
1,455,526
-1%
建仓
SCHJ
SCHWAB STRATEGIC TR
+$5.5M
114,570
增持
TLH
ISHARES TR
+$5.4M
153,700
+35%
减持
PFFD
GLOBAL X FDS
-$5.3M
146,399
-66%
增持
PFFV
GLOBAL X FDS
+$5.2M
232,924
+2217%
减持
IWD
ISHARES TR
+$5.0M
466,553
-2%
减持
GOOGL
ALPHABET INC
+$5.0M
577,886
-0%
建仓
GRPM
INVESCO EXCHANGE TRADED FD T
+$5.0M
50,955
减持
GDX
VANECK ETF TRUST
-$5.0M
131,891
-61%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$5.0M
198,000
-31%
增持
ITOT
ISHARES TR
+$4.9M
158,188
+27%
增持
DGRW
WISDOMTREE TR
+$4.8M
659,907
+1%
减持
SPIB
SPDR SER TR
-$4.7M
220,063
-42%
减持
V
VISA INC
+$4.6M
161,702
-1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$4.6M
415,212
+16%
减持
EFV
ISHARES TR
-$4.6M
1,529,013
-11%
减持
IVW
ISHARES TR
+$4.6M
847,249
-2%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$4.5M
223,392
-56%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$4.5M
1,846,098
-4%
增持
MGK
VANGUARD WORLD FD
+$4.5M
59,939
+23%
减持
BA
BOEING CO
+$4.4M
78,950
-6%
增持
SPTL
SPDR SER TR
+$4.4M
818,409
+11%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$4.4M
735,669
+12%
减持
BND
VANGUARD BD INDEX FDS
+$4.3M
2,146,623
-2%
增持
WMT
WALMART INC
+$4.3M
243,314
+14%
减持
ESGE
ISHARES INC
-$4.3M
74,881
-66%
减持
CVX
CHEVRON CORP NEW
-$4.2M
214,825
-0%
增持
MAA
MID-AMER APT CMNTYS INC
+$4.2M
38,648
+409%
减持
XDQQ
INNOVATOR ETFS TR
-$4.1M
35,331
-83%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$4.1M
91,933
+1223%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$4.1M
81,972
+88%
增持
XLC
SELECT SECTOR SPDR TR
+$4.1M
190,499
+28%
增持
FTEC
FIDELITY COVINGTON TRUST
+$4.1M
41,378
+169%
增持
SHYG
ISHARES TR
+$4.0M
501,132
+20%
增持
ILCG
ISHARES TR
+$4.0M
67,580
+612%
增持
BLV
VANGUARD BD INDEX FDS
+$4.0M
292,455
+10%
减持
NFLX
NETFLIX INC
+$4.0M
40,802
-3%
增持
LLY
ELI LILLY & CO
+$4.0M
73,000
+2%
减持
VB
VANGUARD INDEX FDS
-$4.0M
135,575
-22%
增持
STIP
ISHARES TR
+$3.9M
169,978
+28%
减持
HD
HOME DEPOT INC
+$3.9M
93,011
-1%
减持
IYH
ISHARES TR
-$3.9M
13,306
-53%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$3.9M
291,167
-19%
增持
XLV
SELECT SECTOR SPDR TR
+$3.8M
243,526
+7%
增持
FDVV
FIDELITY COVINGTON TRUST
+$3.8M
166,710
+98%
增持
NOW
SERVICENOW INC
+$3.8M
20,822
+7%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$3.8M
120,796
-44%
减持
—
UNITED STS NAT GAS FD LP
-$3.7M
50,154
-91%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.7M
1,191,554
+0%
增持
PAVE
GLOBAL X FDS
+$3.7M
217,056
+72%
增持
PANW
PALO ALTO NETWORKS INC
+$3.6M
35,798
+21%
增持
DUK
DUKE ENERGY CORP NEW
+$3.6M
158,704
+19%
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$3.5M
16,633
增持
VBR
VANGUARD INDEX FDS
+$3.5M
141,846
+3%
减持
GCOW
PACER FDS TR
-$3.5M
34,278
-76%
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$3.5M
110,285
+395%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$3.5M
86,806
+194%
增持
ITA
ISHARES TR
+$3.4M
63,506
+47%
