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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 94
减持 48
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
CWB
SPDR SER TR
+$114.5M
1,591,896
+1180%
增持
AMZN
AMAZON COM INC
+$110.2M
2,955,440
+2%
增持
AAPL
APPLE INC
+$101.6M
5,236,330
+1%
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
NVDA
NVIDIA CORPORATION
+$97.9M
6,901,466
+1%
增持
TSLA
TESLA INC
+$91.9M
585,222
+6%
减持
AGG
ISHARES TR
-$81.6M
4,833,421
-11%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$81.5M
8,447,056
+42%
增持
SPYG
SPDR SER TR
+$68.0M
2,793,283
+31%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$64.3M
10,246,461
+24%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$62.2M
616,435
+433%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$61.8M
1,032,219
+959%
增持
IVV
ISHARES TR
+$59.9M
2,092,010
+3%
减持
AVGO
BROADCOM INC
+$58.5M
1,050,236
-2%
增持
VOO
VANGUARD INDEX FDS
+$54.4M
1,345,391
+6%
减持
FTRB
FEDERATED HERMES ETF TRUST
-$53.3M
1,739,745
-53%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$50.9M
1,237,294
+258%
建仓
BLK
BLACKROCK INC
+$50.2M
48,949
增持
MTUM
ISHARES TR
+$46.6M
375,548
+145%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$46.0M
2,087,868
+63%
增持
VFMO
VANGUARD WELLINGTON FD
+$43.5M
270,390
+4627%
增持
FBND
FIDELITY MERRIMACK STR TR
+$41.3M
2,804,806
+55%
增持
GOOGL
ALPHABET INC
+$39.8M
1,464,173
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$39.3M
942,662
+10%
增持
EDIV
SPDR INDEX SHS FDS
+$39.2M
1,235,474
+962%
减持
VXUS
VANGUARD STAR FDS
-$37.6M
4,945,442
-3%
减持
IUSB
ISHARES TR
-$35.8M
10,437,128
-3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$35.3M
1,724,201
+75%
增持
AMD
ADVANCED MICRO DEVICES INC
-$34.9M
799,488
+0%
建仓
ANET
ARISTA NETWORKS INC
+$34.2M
309,402
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$31.5M
1,131,917
+10%
减持
IWF
ISHARES TR
+$31.0M
1,264,703
-0%
增持
IWY
ISHARES TR
+$30.9M
290,877
+71%
增持
BIL
SPDR SER TR
+$30.5M
2,388,241
+17%
减持
IWX
ISHARES TR
-$30.4M
67,686
-85%
增持
V
VISA INC
+$30.3M
646,948
+2%
减持
GVI
ISHARES TR
-$29.6M
120,776
-69%
增持
JPM
JPMORGAN CHASE & CO.
+$29.4M
898,632
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$28.1M
709,758
+32%
增持
WMT
WALMART INC
+$27.7M
1,856,878
+7%
清仓
—
ARISTA NETWORKS INC
-$27.7M
0
-100%
增持
PVAL
PUTNAM ETF TRUST
+$26.8M
2,310,623
+49%
减持
TLT
ISHARES TR
-$26.7M
1,188,715
-11%
减持
VUG
VANGUARD INDEX FDS
+$25.7M
1,052,650
-1%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$25.6M
1,254,090
增持
DYNF
BLACKROCK ETF TRUST
+$25.6M
4,057,687
+10%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$24.2M
4,274,297
+10%
增持
GOOG
ALPHABET INC
+$24.1M
997,791
+1%
增持
IEFA
ISHARES TR
-$23.9M
3,428,071
+1%
减持
VTWG
VANGUARD SCOTTSDALE FDS
-$23.8M
21,407
-84%
建仓
LRCX
LAM RESEARCH CORP
+$23.7M
328,244
增持
META
META PLATFORMS INC
+$23.5M
470,935
+7%
增持
SPYM
SPDR SER TR
+$23.5M
2,664,733
+12%
减持
EFA
ISHARES TR
-$23.3M
817,798
-20%
增持
IVE
ISHARES TR
+$22.5M
1,631,317
+11%
增持
CRM
SALESFORCE INC
+$22.4M
315,193
+4%
增持
IVW
ISHARES TR
+$21.8M
3,212,404
+1%
减持
DFAI
DIMENSIONAL ETF TRUST
-$21.6M
405,487
-61%
增持
LLY
ELI LILLY & CO
-$21.4M
232,598
+3%
减持
XLV
SELECT SECTOR SPDR TR
-$21.0M
841,808
-5%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$20.6M
3,624,250
-6%
减持
IGEB
ISHARES TR
-$19.3M
159,975
-72%
减持
CALF
PACER FDS TR
-$19.0M
1,736,554
-15%
减持
LMT
LOCKHEED MARTIN CORP
-$18.7M
188,880
-0%
增持
IWD
ISHARES TR
+$18.4M
1,231,116
+12%
减持
UNH
UNITEDHEALTH GROUP INC
-$18.4M
226,578
-0%
增持
BINC
BLACKROCK ETF TRUST II
+$18.4M
1,912,829
+26%
增持
XLF
SELECT SECTOR SPDR TR
+$18.2M
1,793,827
+19%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$18.1M
1,199,421
-22%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$18.0M
494,728
+8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$17.8M
2,018,683
-14%
增持
IAU
ISHARES GOLD TR
+$17.4M
1,033,471
+52%
增持
BILS
SPDR SER TR
+$17.3M
354,128
+98%
增持
SPY
SPDR S&P 500 ETF TR
+$17.3M
1,308,040
+0%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$17.1M
0
-100%
减持
TFLO
ISHARES TR
-$16.8M
1,706,728
-16%
增持
AOK
ISHARES TR
+$16.4M
495,555
+828%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$16.3M
205,762
+22%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$16.2M
455,252
+498%
减持
HDV
ISHARES TR
-$15.9M
331,889
-27%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$15.7M
3,063,731
+15%
减持
MINT
PIMCO ETF TR
-$15.4M
116,795
-57%
增持
SGOV
ISHARES TR
+$15.0M
978,906
+19%
增持
NFLX
NETFLIX INC
+$15.0M
77,851
+1%
增持
HEFA
ISHARES TR
+$14.9M
877,009
+100%
增持
VTI
VANGUARD INDEX FDS
+$14.9M
2,221,546
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$14.5M
4,756,979
+4%
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$14.4M
806,014
+58%
增持
IYR
ISHARES TR
+$13.8M
189,999
+399%
减持
USMV
ISHARES TR
-$13.8M
1,720,784
-6%
增持
DLN
WISDOMTREE TR
+$13.6M
724,013
+33%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$13.5M
968,518
+27%
减持
VHT
VANGUARD WORLD FD
-$13.1M
299,717
-5%
减持
XLU
SELECT SECTOR SPDR TR
-$12.9M
761,613
-13%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$12.9M
2,782,125
+23%
减持
MRK
MERCK & CO INC
-$12.8M
680,931
-4%
增持
IGRO
ISHARES TR
+$12.7M
419,953
+98%
减持
NVO
NOVO-NORDISK A S
-$12.7M
250,482
-13%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$12.6M
1,801,857
+37%
增持
BND
VANGUARD BD INDEX FDS
+$12.6M
5,479,052
+8%
增持
AMGN
AMGEN INC
-$12.3M
199,910
+0%
减持
IWR
ISHARES TR
-$12.3M
1,052,246
-12%
减持
PULS
PGIM ETF TR
-$12.2M
821,905
-23%
增持
AESI
ATLAS ENERGY SOLUTIONS INC
+$12.2M
639,528
+594%
建仓
BIDD
BLACKROCK ETF TRUST
+$12.1M
490,490
增持
IGV
ISHARES TR
+$11.9M
284,828
+53%
减持
PCF
HIGH INCOME SECS FD
-$11.6M
29,150
-98%
减持
PEP
PEPSICO INC
-$11.6M
452,749
-4%
增持
SCHG
SCHWAB STRATEGIC TR
+$11.5M
7,304,069
+296%
增持
EFG
ISHARES TR
+$11.5M
1,781,913
+19%
减持
VNQ
VANGUARD INDEX FDS
-$11.4M
1,198,319
-1%
增持
COST
COSTCO WHSL CORP NEW
+$11.4M
161,563
+5%
增持
HYGW
ISHARES TR
+$11.3M
378,356
+1635%
减持
SOXX
ISHARES TR
-$11.3M
154,119
-20%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$11.2M
1,505,562
+12%
减持
IJK
ISHARES TR
-$11.2M
263,965
-31%
减持
VZ
VERIZON COMMUNICATIONS INC
-$11.1M
1,821,087
-3%
减持
KJAN
INNOVATOR ETFS TRUST
-$11.0M
118,442
-72%
减持
O
REALTY INCOME CORP
-$11.0M
964,890
-2%
减持
AMAT
APPLIED MATLS INC
-$10.7M
232,821
-3%
增持
MUB
ISHARES TR
+$10.6M
1,623,043
+9%
增持
BSV
VANGUARD BD INDEX FDS
+$10.6M
1,595,121
+11%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$10.4M
158,584
+2%
增持
ABBV
ABBVIE INC
-$10.3M
623,679
+2%
减持
DGRO
ISHARES TR
-$10.2M
2,001,793
-6%
增持
IWM
ISHARES TR
+$10.1M
743,671
+7%
增持
WFC
WELLS FARGO CO NEW
+$10.0M
658,415
+3%
增持
HERD
PACER FDS TR
+$10.0M
435,767
+169%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$10.0M
3,447,137
+10%
增持
VB
VANGUARD INDEX FDS
+$9.9M
527,240
+7%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
+$9.8M
6,012,799
-1%
增持
KMI
KINDER MORGAN INC DEL
+$9.8M
1,512,452
+6%
减持
OIH
VANECK ETF TRUST
-$9.7M
60,647
-34%
减持
ELV
ELEVANCE HEALTH INC
-$9.7M
50,141
-7%
增持
JNJ
JOHNSON & JOHNSON
-$9.6M
655,985
+2%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$9.5M
1,027,084
+41%
增持
DFUS
DIMENSIONAL ETF TRUST
+$9.5M
1,411,227
+9%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$9.4M
335,540
+368%
减持
XOP
SPDR SER TR
-$9.4M
129,858
-36%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$9.2M
191,625
+653%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$9.2M
1,080,796
+33%
增持
IEMG
ISHARES INC
+$9.2M
3,216,602
+16%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$9.1M
443,021
减持
QCOM
QUALCOMM INC
-$9.1M
515,793
-1%
减持
UBER
UBER TECHNOLOGIES INC
-$9.1M
584,949
-1%
增持
GARP
ISHARES TR
+$9.1M
165,536
+4182%
减持
MSTR
MICROSTRATEGY INC
+$9.0M
100,480
-16%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.0M
6,068,690
+227%
增持
NOW
SERVICENOW INC
+$8.9M
51,214
+1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$8.9M
378,197
+93%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$8.9M
1,532,049
+11%
