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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 4
增持 146
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$719.4M
6,088,621
+261%
增持
IVV
ISHARES TR
+$674.4M
2,265,933
+109%
增持
MSFT
MICROSOFT CORP
+$607.7M
1,935,518
+252%
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
SPY
SPDR S&P 500 ETF TR
+$561.8M
1,268,316
+498%
增持
NVDA
NVIDIA CORPORATION
+$500.2M
680,591
+194%
增持
AMZN
AMAZON COM INC
+$482.3M
3,364,255
+310%
增持
VOO
VANGUARD INDEX FDS
+$464.9M
1,210,324
+352%
增持
QQQ
INVESCO QQQ TR
+$460.3M
1,605,727
+161%
增持
IWF
ISHARES TR
+$364.3M
1,312,397
+410%
增持
VTI
VANGUARD INDEX FDS
+$323.6M
2,407,974
+89%
增持
VTV
VANGUARD INDEX FDS
+$239.1M
2,185,380
+180%
增持
IVE
ISHARES TR
+$239.1M
1,410,516
+906%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$236.5M
643,681
+572%
增持
AGG
ISHARES TR
+$230.4M
3,827,408
+163%
增持
IUSB
ISHARES TR
+$221.1M
8,653,706
+130%
增持
VUG
VANGUARD INDEX FDS
+$206.3M
1,036,238
+114%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$194.4M
4,135,711
+406%
增持
BND
VANGUARD BD INDEX FDS
+$191.3M
4,807,301
+124%
增持
COWZ
PACER FDS TR
+$186.3M
3,868,681
+422%
增持
QUAL
ISHARES TR
+$173.4M
1,677,664
+141%
增持
META
META PLATFORMS INC
+$172.3M
461,607
+215%
增持
VYM
VANGUARD WHITEHALL FDS
+$166.1M
1,588,902
+580%
增持
IEFA
ISHARES TR
+$165.6M
3,339,335
+186%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$163.0M
1,043,700
+536%
增持
IVW
ISHARES TR
+$151.3M
2,545,315
+200%
增持
GOOGL
ALPHABET INC
+$150.2M
1,529,729
+165%
增持
VO
VANGUARD INDEX FDS
+$147.9M
695,861
+524%
增持
IWD
ISHARES TR
+$142.0M
1,223,017
+162%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$141.2M
4,577,042
+148%
增持
JPM
JPMORGAN CHASE & CO
+$140.6M
976,108
+202%
增持
V
VISA INC
+$140.1M
652,881
+304%
增持
HD
HOME DEPOT INC
+$138.6M
445,383
+379%
增持
LLY
ELI LILLY & CO
+$132.7M
226,319
+210%
增持
IWM
ISHARES TR
+$130.5M
791,880
+343%
增持
AMD
ADVANCED MICRO DEVICES INC
+$130.2M
868,590
+381%
增持
IJH
ISHARES TR
+$130.0M
2,610,901
+2431%
增持
VXUS
VANGUARD STAR FDS
+$127.9M
5,038,687
+66%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$127.0M
5,834,841
+330%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$125.6M
813,293
+506%
建仓
XHLF
BONDBLOXX ETF TRUST
+$124.6M
2,476,554
建仓
DYNF
BLACKROCK ETF TRUST
+$124.2M
2,797,577
增持
SPYG
SPDR SER TR
+$123.1M
2,192,642
+283%
增持
IJR
ISHARES TR
+$120.9M
1,778,794
+155%
增持
GLD
SPDR GOLD TR
+$120.6M
702,415
+461%
增持
XLK
SELECT SECTOR SPDR TR
+$119.7M
756,208
+285%
增持
USMV
ISHARES TR
+$118.6M
1,895,974
+271%
增持
SCHG
SCHWAB STRATEGIC TR
+$118.1M
1,696,108
+259%
增持
GOOG
ALPHABET INC
+$117.8M
1,070,186
+234%
增持
BIL
SPDR SER TR
+$113.4M
3,305,524
+59%
增持
SPYM
SPDR SER TR
+$109.2M
2,223,389
+351%
增持
VGT
VANGUARD WORLD FD
+$109.2M
236,855
+666%
增持
AVGO
BROADCOM INC
+$104.4M
102,941
+259%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$104.3M
4,319,438
+257%
增持
—
EXXON MOBIL CORP
+$101.7M
1,234,355
+194%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$100.2M
3,943,728
+108%
增持
XLV
SELECT SECTOR SPDR TR
+$99.3M
897,216
+268%
增持
PG
PROCTER AND GAMBLE CO
+$97.5M
768,589
+314%
增持
VNQ
VANGUARD INDEX FDS
+$92.9M
1,367,653
+376%
增持
DGRW
WISDOMTREE TR
+$92.7M
1,825,968
+177%
增持
COST
COSTCO WHSL CORP NEW
+$91.6M
158,277
+329%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$91.5M
1,563,977
+195%
增持
VV
VANGUARD INDEX FDS
+$91.3M
391,693
+3159%
增持
IWR
ISHARES TR
+$90.5M
1,192,772
+849%
增持
VBR
VANGUARD INDEX FDS
+$90.1M
602,463
+325%
增持
MUB
ISHARES TR
+$89.0M
1,494,691
+126%
增持
SPYV
SPDR SER TR
+$88.6M
2,530,967
+209%
增持
DGRO
ISHARES TR
+$87.0M
1,922,423
+320%
增持
JAAA
JANUS DETROIT STR TR
+$86.7M
1,794,484
+1980%
增持
CVX
CHEVRON CORP NEW
+$86.1M
749,000
+249%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$85.2M
2,264,096
+178%
增持
UNH
UNITEDHEALTH GROUP INC
+$82.1M
239,661
+246%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$81.6M
1,790,596
+927%
增持
ABBV
ABBVIE INC
+$81.4M
608,224
+221%
增持
VB
VANGUARD INDEX FDS
+$81.3M
482,068
+256%
增持
IXUS
ISHARES TR
+$79.3M
1,332,373
+677%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$78.8M
1,612,862
+454%
增持
GSLC
GOLDMAN SACHS ETF TR
+$78.2M
836,239
+811%
增持
JNJ
JOHNSON & JOHNSON
+$77.7M
707,273
+224%
增持
MRK
MERCK & CO INC
+$77.5M
765,846
+255%
增持
MA
MASTERCARD INCORPORATED
+$76.0M
208,669
+264%
增持
CRM
SALESFORCE INC
+$76.0M
297,453
+477%
增持
IQLT
ISHARES TR
+$75.8M
1,979,794
+2614%
增持
VHT
VANGUARD WORLD FD
+$75.0M
309,569
+790%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$73.5M
2,077,685
+1056%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$72.8M
524,637
+416%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$72.3M
2,570,304
+201%
增持
CAT
CATERPILLAR INC
+$69.4M
252,685
+227%
增持
MBB
ISHARES TR
+$68.9M
1,495,419
+103%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$68.2M
2,561,854
+424%
增持
SDY
SPDR SER TR
+$67.9M
688,750
+283%
建仓
BINC
BLACKROCK ETF TRUST II
+$67.8M
1,292,684
增持
XLE
SELECT SECTOR SPDR TR
+$67.3M
934,542
+274%
增持
VBK
VANGUARD INDEX FDS
+$65.8M
277,656
+921%
增持
CALF
PACER FDS TR
+$65.1M
1,754,162
+298%
增持
SCHD
SCHWAB STRATEGIC TR
+$65.0M
2,104,047
+53%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$64.1M
1,302,815
+558%
增持
LMT
LOCKHEED MARTIN CORP
+$63.3M
190,039
+273%
增持
TLT
ISHARES TR
+$63.2M
1,264,933
+121%
增持
TSLA
TESLA INC
+$63.1M
635,813
+225%
增持
WMT
WALMART INC
+$62.9M
1,682,841
+592%
增持
VZ
VERIZON COMMUNICATIONS INC
+$62.4M
1,978,169
+262%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$61.9M
1,187,320
+767%
建仓
AVLV
AMERICAN CENTY ETF TR
+$61.9M
963,709
增持
GOVT
ISHARES TR
+$61.6M
3,177,425
+582%
增持
SMH
VANECK ETF TRUST
+$61.3M
290,347
+1173%
增持
IYW
ISHARES TR
+$61.0M
743,002
+132%
增持
EFG
ISHARES TR
+$60.5M
1,058,772
+108%
增持
MCD
MCDONALDS CORP
+$60.3M
282,485
+334%
增持
PEP
PEPSICO INC
+$58.7M
461,377
+256%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$58.6M
5,872,298
+24444%
增持
IEMG
ISHARES INC
+$57.7M
2,654,813
+69%
增持
ITOT
ISHARES TR
+$56.2M
631,802
+299%
增持
IWB
ISHARES TR
+$54.6M
272,822
+199%
增持
EMXC
ISHARES INC
+$54.5M
1,200,803
+354%
增持
HYG
ISHARES TR
+$54.2M
1,014,821
+219%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$53.7M
193,095
+214%
增持
QCOM
QUALCOMM INC
+$53.0M
533,695
+108%
增持
BSV
VANGUARD BD INDEX FDS
+$52.6M
1,506,703
+84%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$52.6M
2,335,220
+106%
增持
MOAT
VANECK ETF TRUST
+$51.7M
655,462
+675%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$51.5M
2,551,928
+895%
增持
IWO
ISHARES TR
+$51.3M
272,261
+207%
增持
SGOV
ISHARES TR
+$50.9M
665,352
+315%
增持
DIS
DISNEY WALT CO
+$49.4M
533,861
+203%
增持
USFR
WISDOMTREE TR
+$49.1M
1,907,807
+104%
增持
XLY
SELECT SECTOR SPDR TR
+$49.0M
327,152
+425%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$49.0M
1,051,796
+551%
增持
EFA
ISHARES TR
+$48.8M
758,791
+384%
增持
KO
COCA COLA CO
+$48.5M
1,053,662
+289%
增持
AMGN
AMGEN INC
+$48.1M
233,379
+269%
增持
HEFA
ISHARES TR
+$47.6M
1,375,456
+10477%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$47.2M
2,183,823
+197%
增持
BAC
BANK AMERICA CORP
+$46.0M
1,727,932
+198%
增持
SPTL
SPDR SER TR
+$45.3M
2,471,914
+202%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$45.1M
293,448
+340%
增持
AMAT
APPLIED MATLS INC
+$44.5M
290,561
+206%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$44.3M
1,840,629
+205%
增持
—
EATON CORP PLC
+$44.1M
156,299
+685%
增持
LOW
LOWES COS INC
+$43.5M
247,721
+181%
增持
XLI
SELECT SECTOR SPDR TR
+$43.4M
378,327
+924%
增持
DE
DEERE & CO
+$42.9M
129,927
+398%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$42.7M
383,222
+322%
增持
PTLC
PACER FDS TR
+$42.1M
981,214
+796%
增持
XLP
SELECT SECTOR SPDR TR
+$41.6M
787,165
+207%
增持
SHV
ISHARES TR
+$41.6M
464,267
+424%
增持
VDC
VANGUARD WORLD FD
+$41.3M
224,327
+855%
增持
SPDW
SPDR INDEX SHS FDS
+$40.8M
1,666,768
+200%
增持
O
REALTY INCOME CORP
+$40.8M
951,335
+411%
增持
OKE
ONEOK INC NEW
+$40.1M
615,276
+370%
增持
FNDX
SCHWAB STRATEGIC TR
+$39.7M
672,395
+641%
