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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
增持 110
减持 23
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$788.0M
0
-100%
增持
AGG
ISHARES TR
+$182.4M
5,431,108
+43%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$128.3M
0
-100%
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。
清仓
XHLF
BONDBLOXX ETF TRUST
-$121.2M
0
-100%
减持
AAPL
APPLE INC
+$110.8M
5,191,590
-0%
增持
IUSB
ISHARES TR
+$102.2M
10,772,307
+20%
减持
BIL
SPDR SER TR
-$101.3M
2,045,927
-35%
增持
FTRB
FEDERATED HERMES ETF TRUST
+$89.6M
3,730,214
+1284%
增持
EFV
ISHARES TR
+$82.0M
2,761,085
+91%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$49.6M
5,938,231
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$44.7M
638,496
+4%
增持
VOO
VANGUARD INDEX FDS
+$44.3M
1,270,617
+1%
增持
QUAL
ISHARES TR
+$43.2M
1,972,966
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$43.2M
1,305,502
+1%
增持
TCHP
T ROWE PRICE ETF INC
+$38.3M
1,090,590
+763%
清仓
—
BLACKROCK INC
-$36.2M
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$35.6M
762,535
+306%
增持
BINC
BLACKROCK ETF TRUST II
+$35.5M
1,515,104
+74%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$35.4M
8,292,636
+13%
增持
SHY
ISHARES TR
+$35.3M
994,730
+71%
清仓
RTX
RTX CORPORATION
-$35.2M
0
-100%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$34.9M
2,169,051
+136%
增持
META
META PLATFORMS INC
+$33.8M
440,636
+2%
增持
IVE
ISHARES TR
+$33.2M
1,465,294
+4%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$32.7M
3,121,943
+29%
增持
SPYV
SPDR SER TR
+$32.2M
2,891,977
+17%
增持
VTV
VANGUARD INDEX FDS
+$32.1M
2,253,375
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$31.0M
3,871,896
+23%
增持
DYNF
BLACKROCK ETF TRUST
+$30.9M
3,686,339
+14%
减持
TSLA
TESLA INC
+$30.8M
551,641
-4%
增持
IWX
ISHARES TR
+$30.8M
440,282
+558%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$30.3M
1,278,762
+64%
清仓
—
LAM RESEARCH CORP
-$30.2M
0
-100%
增持
TLH
ISHARES TR
+$29.8M
675,318
+57%
清仓
—
SUPER MICRO COMPUTER INC
-$28.1M
0
-100%
增持
COWZ
PACER FDS TR
+$27.7M
4,575,334
+5%
增持
BND
VANGUARD BD INDEX FDS
+$27.3M
5,078,334
+3%
增持
HD
HOME DEPOT INC
+$26.5M
428,305
+0%
减持
GOOGL
ALPHABET INC
-$25.5M
1,431,371
-1%
增持
WMT
WALMART INC
+$25.4M
1,734,312
+2%
增持
EMXC
ISHARES INC
+$25.4M
1,638,677
+30%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$24.9M
4,233,308
+29%
增持
VXUS
VANGUARD STAR FDS
+$24.8M
5,082,120
+1%
增持
IJR
ISHARES TR
+$23.6M
1,795,909
+3%
增持
JAAA
JANUS DETROIT STR TR
+$23.3M
2,900,829
+19%
增持
VO
VANGUARD INDEX FDS
+$22.9M
755,537
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$22.8M
188,971
+1%
清仓
TGT
TARGET CORP
-$22.6M
0
-100%
增持
IEFA
ISHARES TR
+$22.6M
3,393,556
+2%
减持
HEFA
ISHARES TR
-$22.0M
438,512
-58%
增持
PVAL
PUTNAM ETF TRUST
+$21.5M
1,553,269
+51%
增持
QLTA
ISHARES TR
+$21.3M
580,098
+279%
增持
GLD
SPDR GOLD TR
+$21.2M
683,151
+1%
减持
DXJ
WISDOMTREE TR
-$20.9M
25,844
-88%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$19.8M
0
-100%
减持
IWY
ISHARES TR
-$19.8M
170,495
-36%
减持
SPYG
SPDR SER TR
-$19.2M
2,140,048
-13%
增持
AVGO
BROADCOM INC
+$19.1M
1,072,099
+938%
增持
DGRO
ISHARES TR
+$18.6M
2,121,352
+7%
增持
TLT
ISHARES TR
+$18.5M
1,330,033
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$18.4M
227,511
+1%
增持
HDV
ISHARES TR
+$18.1M
451,913
+40%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$18.0M
4,582,887
+1%
增持
SHV
ISHARES TR
+$17.9M
705,969
+30%
增持
XLU
SELECT SECTOR SPDR TR
+$17.9M
873,795
+13%
增持
EQWL
INVESCO EXCHANGE TRADED FD T
+$17.7M
406,751
+61%
增持
VUG
VANGUARD INDEX FDS
+$17.3M
1,058,399
+2%
增持
MCD
MCDONALDS CORP
+$17.1M
281,759
+4%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$16.9M
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$16.9M
635,026
+5%
减持
GOOG
ALPHABET INC
-$16.5M
992,171
-0%
增持
ABBV
ABBVIE INC
+$16.5M
613,425
+1%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$16.3M
2,269,963
+28%
增持
DGRW
WISDOMTREE TR
+$16.1M
1,965,250
+4%
清仓
COR
CENCORA INC
-$16.0M
0
-100%
增持
IWM
ISHARES TR
+$16.0M
693,406
+3%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$16.0M
2,666,006
+14%
增持
VYM
VANGUARD WHITEHALL FDS
+$15.6M
1,586,530
+0%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$15.6M
883,186
+117%
增持
PSFF
PACER FDS TR
+$14.9M
1,418,229
+52%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$14.6M
156,232
+2%
增持
DFUS
DIMENSIONAL ETF TRUST
+$14.5M
1,293,763
+15%
增持
MSFT
MICROSOFT CORP
-$14.5M
1,944,862
+2%
增持
CAT
CATERPILLAR INC
+$14.5M
237,994
+1%
增持
ORCL
ORACLE CORP
+$14.2M
407,069
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.2M
832,126
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$14.2M
286,264
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$14.1M
860,818
+22%
增持
XLF
SELECT SECTOR SPDR TR
+$14.1M
1,511,531
+14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$13.8M
2,687,075
+2%
增持
SPYM
SPDR SER TR
+$13.8M
2,373,705
+4%
减持
TIP
ISHARES TR
-$13.6M
305,730
-31%
减持
IWD
ISHARES TR
+$13.4M
1,103,619
-2%
清仓
—
TOTALENERGIES SE
-$13.2M
0
-100%
增持
IGSB
ISHARES TR
+$13.1M
896,490
+35%
增持
FBND
FIDELITY MERRIMACK STR TR
+$13.0M
1,808,771
+14%
增持
MA
MASTERCARD INCORPORATED
+$13.0M
216,028
+2%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$13.0M
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$12.9M
514,200
+5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$12.8M
535,913
+5%
增持
SBUX
STARBUCKS CORP
+$12.8M
482,077
+10%
增持
AMZN
AMAZON COM INC
-$12.7M
2,888,084
+1%
增持
IEUR
ISHARES TR
+$12.6M
623,801
+40%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$12.5M
2,518,932
+1%
增持
IQLT
ISHARES TR
+$12.5M
2,257,829
+9%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$12.4M
1,340,883
-14%
增持
VFH
VANGUARD WORLD FD
+$12.4M
441,359
+22%
增持
QCOM
QUALCOMM INC
-$12.4M
519,659
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$12.1M
1,843,785
+3%
增持
MUB
ISHARES TR
+$12.0M
1,494,392
+6%
增持
MBB
ISHARES TR
+$11.9M
1,512,367
+4%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$11.9M
1,312,626
+43%
清仓
GLDM
WORLD GOLD TR
-$11.9M
0
-100%
减持
USMV
ISHARES TR
+$11.7M
1,824,049
-1%
增持
BIV
VANGUARD BD INDEX FDS
+$11.6M
976,734
+13%
增持
MSTR
MICROSTRATEGY INC
+$11.5M
119,065
+1803%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$11.4M
1,131,436
+11%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
-$11.4M
75,859
-80%
减持
SCHM
SCHWAB STRATEGIC TR
-$11.2M
157,791
-49%
增持
O
REALTY INCOME CORP
+$11.1M
986,629
+1%
增持
VB
VANGUARD INDEX FDS
+$11.1M
492,136
+2%
增持
GE
GE AEROSPACE
+$11.1M
269,368
+8%
增持
MOAT
VANECK ETF TRUST
+$10.8M
748,385
+5%
减持
IEMG
ISHARES INC
-$10.7M
2,765,439
-13%
减持
MRK
MERCK & CO INC
-$10.7M
709,627
-4%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$10.7M
728,051
+82%
减持
LOW
LOWES COS INC
+$10.7M
230,984
-2%
清仓
CGW
INVESCO EXCH TRADED FD TR II
-$10.7M
0
-100%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$10.7M
479,888
+52%
增持
IEF
ISHARES TR
+$10.4M
607,000
+16%
减持
NEAR
ISHARES U S ETF TR
-$10.3M
448,615
-32%
增持
NEE
NEXTERA ENERGY INC
+$10.2M
603,058
+5%
增持
FRI
FIRST TR S&P REIT INDEX FD
+$10.2M
410,739
+446%
增持
CALF
PACER FDS TR
+$10.2M
2,051,532
+5%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$10.2M
190,335
+175%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$10.2M
909,506
+12%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$10.2M
160,621
+12%
减持
APRW
AIM ETF PRODUCTS TRUST
-$10.1M
204,128
-62%
减持
SDY
SPDR SER TR
+$10.0M
681,391
-0%
清仓
TRV
TRAVELERS COMPANIES INC
-$9.9M
0
-100%
清仓
PWR
QUANTA SVCS INC
-$9.7M
0
-100%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$9.6M
614,500
+127%
减持
MU
MICRON TECHNOLOGY INC
-$9.5M
229,593
-9%
增持
IXUS
ISHARES TR
+$9.5M
1,448,106
+2%
增持
FNDX
SCHWAB STRATEGIC TR
+$9.4M
828,850
+11%
增持
SPIB
SPDR SER TR
+$9.4M
1,154,415
+27%
减持
VNQ
VANGUARD INDEX FDS
+$9.3M
1,213,242
-7%
增持
GDXJ
VANECK ETF TRUST
+$9.3M
824,244
+12%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$9.3M
254,846
+408%
增持
COST
COSTCO WHSL CORP NEW
+$9.3M
154,163
+3%
