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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 113
减持 21
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$787.7M
1,679,996
增持
NVDA
NVIDIA CORPORATION
-$136.4M
7,301,441
+6%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$131.5M
1,466,900
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
AAPL
APPLE INC
-$106.3M
5,424,693
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$78.0M
690,794
+8%
增持
TLH
ISHARES TR
+$70.6M
1,318,898
+98%
增持
TSLA
TESLA INC
-$68.3M
648,105
+11%
减持
DFUS
DIMENSIONAL ETF TRUST
-$66.6M
386,848
-73%
减持
SPYG
SPDR SER TR
-$66.4M
2,229,013
-20%
增持
GLD
SPDR GOLD TR
+$63.8M
821,760
+15%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$62.8M
10,119,747
+20%
增持
IVE
ISHARES TR
+$62.2M
1,960,044
+20%
增持
AVGO
BROADCOM INC
-$58.3M
1,106,256
+5%
增持
MSFT
MICROSOFT CORP
-$58.0M
2,067,873
+4%
增持
AMZN
AMAZON COM INC
-$56.0M
3,113,544
+5%
减持
IWF
ISHARES TR
-$54.4M
1,255,951
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$50.7M
1,011,238
+42%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$50.5M
5,468,858
+15%
增持
OEF
ISHARES TR
+$50.3M
272,393
+235%
建仓
RTX
RTX CORPORATION
+$49.8M
376,075
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$48.3M
1,038,526
+644%
增持
AGG
ISHARES TR
+$48.2M
5,221,839
+8%
减持
EFG
ISHARES TR
-$47.3M
1,252,419
-30%
增持
IAU
ISHARES GOLD TR
+$45.9M
1,647,151
+59%
增持
IEMG
ISHARES INC
+$45.5M
3,955,583
+23%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$44.0M
5,003,154
+45%
增持
DYNF
BLACKROCK ETF TRUST
+$41.9M
5,123,558
+26%
减持
TLT
ISHARES TR
-$41.2M
685,668
-42%
增持
BND
VANGUARD BD INDEX FDS
+$40.5M
5,916,021
+8%
增持
IEFA
ISHARES TR
+$40.4M
3,718,385
+8%
减持
DFAC
DIMENSIONAL ETF TRUST
-$38.8M
952,005
-53%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$37.6M
1,131,266
+199%
减持
IUSB
ISHARES TR
-$35.0M
9,477,823
-9%
增持
MGC
VANGUARD WORLD FD
+$35.0M
272,932
+190%
增持
GOOGL
ALPHABET INC
-$33.1M
1,578,549
+8%
减持
IWY
ISHARES TR
-$33.0M
168,212
-42%
增持
—
EXXON MOBIL CORP
+$32.6M
1,464,199
+11%
增持
SILJ
AMPLIFY ETF TR
+$32.4M
2,813,042
+1556%
增持
PM
PHILIP MORRIS INTL INC
+$31.8M
606,408
+13%
增持
VXUS
VANGUARD STAR FDS
+$31.7M
5,203,234
+5%
增持
GOOG
ALPHABET INC
-$31.4M
1,015,404
+2%
增持
HEFA
ISHARES TR
+$31.4M
1,704,310
+94%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$30.4M
1,515,962
+57%
增持
SCHG
SCHWAB STRATEGIC TR
+$30.3M
9,339,176
+28%
增持
XLF
SELECT SECTOR SPDR TR
+$29.7M
2,337,666
+30%
增持
MBB
ISHARES TR
+$29.4M
1,863,533
+18%
减持
SHY
ISHARES TR
-$29.2M
601,314
-38%
增持
V
VISA INC
+$28.8M
665,644
+3%
增持
BINC
BLACKROCK ETF TRUST II
+$28.5M
2,444,446
+28%
增持
VTV
VANGUARD INDEX FDS
+$28.0M
2,452,043
+5%
增持
IQLT
ISHARES TR
+$27.4M
3,050,964
+21%
建仓
GOVI
INVESCO EXCH TRADED FD TR II
+$27.0M
969,869
增持
ABBV
ABBVIE INC
+$25.9M
652,525
+5%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$25.3M
1,438,480
增持
SCHD
SCHWAB STRATEGIC TR
+$24.9M
6,818,561
+12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$24.3M
1,134,397
+20%
减持
SPSM
SPDR SER TR
-$24.3M
773,706
-38%
增持
LLY
ELI LILLY & CO
+$23.8M
246,287
+6%
增持
SPY
SPDR S&P 500 ETF TR
-$23.5M
1,333,587
+2%
增持
IWX
ISHARES TR
+$23.0M
344,708
+409%
增持
T
AT&T INC
+$22.8M
2,994,437
+10%
增持
JNJ
JOHNSON & JOHNSON
+$22.7M
708,973
+8%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$22.7M
554,807
+84%
增持
VOO
VANGUARD INDEX FDS
+$22.6M
1,454,612
+8%
减持
VTEB
VANGUARD MUN BD FDS
-$22.4M
579,726
-43%
增持
JPM
JPMORGAN CHASE & CO.
+$22.4M
969,361
+8%
增持
XLV
SELECT SECTOR SPDR TR
+$22.3M
945,594
+12%
增持
TCHP
T ROWE PRICE ETF INC
+$22.0M
1,571,439
+75%
减持
TFLO
ISHARES TR
-$21.9M
1,267,484
-26%
增持
JAAA
JANUS DETROIT STR TR
+$21.7M
3,459,140
+14%
减持
IWM
ISHARES TR
-$21.6M
709,872
-5%
增持
CVX
CHEVRON CORP NEW
+$21.6M
744,628
+5%
建仓
TGT
TARGET CORP
+$21.6M
206,502
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$21.2M
3,843,349
+25%
减持
AMD
ADVANCED MICRO DEVICES INC
-$21.1M
739,553
-7%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$20.9M
1,664,340
+110%
增持
IEF
ISHARES TR
+$20.8M
896,033
+28%
增持
SGOV
ISHARES TR
+$20.7M
1,181,615
+21%
增持
IEI
ISHARES TR
+$20.7M
545,228
+44%
增持
IDEV
ISHARES TR
+$20.7M
922,942
+39%
增持
PVAL
PUTNAM ETF TRUST
+$20.6M
2,794,248
+21%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$20.3M
490,726
-20%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$20.3M
1,054,381
+66%
增持
COST
COSTCO WHSL CORP NEW
+$20.2M
177,910
+10%
建仓
GLDM
WORLD GOLD TR
+$20.2M
326,405
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$19.8M
3,213,660
+13%
增持
BSV
VANGUARD BD INDEX FDS
+$19.7M
1,826,663
+15%
建仓
COR
CENCORA INC
+$19.6M
70,504
增持
KO
COCA COLA CO
+$19.2M
1,200,741
+12%
增持
SPYV
SPDR SER TR
+$19.1M
3,245,011
+13%
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$18.9M
730,632
增持
BNDX
VANGUARD CHARLOTTE FDS
+$18.6M
4,231,180
+10%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$18.5M
790,000
+45%
增持
AMGN
AMGEN INC
+$18.4M
226,219
+13%
增持
META
META PLATFORMS INC
+$18.2M
509,947
+8%
增持
IGSB
ISHARES TR
+$17.6M
1,156,696
+39%
增持
UBER
UBER TECHNOLOGIES INC
+$17.3M
722,077
+23%
增持
LQD
ISHARES TR
+$17.3M
828,499
+22%
增持
VUG
VANGUARD INDEX FDS
-$16.8M
1,119,907
+6%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$16.4M
0
-100%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$16.1M
1,554,803
+51%
减持
AOK
ISHARES TR
-$15.7M
74,049
-85%
增持
MA
MASTERCARD INCORPORATED
+$15.6M
239,139
+9%
增持
XLK
SELECT SECTOR SPDR TR
-$15.5M
798,241
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$15.5M
1,947,646
+7%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$15.5M
69,592
增持
UNH
UNITEDHEALTH GROUP INC
+$14.9M
247,382
+9%
增持
BIV
VANGUARD BD INDEX FDS
+$14.9M
1,185,039
+17%
建仓
—
TOTALENERGIES SE
+$14.8M
228,916
建仓
FTNT
FORTINET INC
+$14.8M
153,794
增持
MO
ALTRIA GROUP INC
+$14.8M
1,173,882
+10%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$14.6M
509,316
+121%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$14.5M
514,416
-36%
建仓
TRV
TRAVELERS COMPANIES INC
+$14.5M
54,905
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$14.3M
446,757
+271%
减持
IYR
ISHARES TR
-$14.1M
37,253
-80%
增持
IVV
ISHARES TR
-$13.9M
2,166,906
+4%
增持
FBND
FIDELITY MERRIMACK STR TR
+$13.9M
3,061,841
+9%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$13.8M
4,859,643
+13%
增持
IXUS
ISHARES TR
+$13.7M
1,634,728
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$13.6M
306,599
+8%
建仓
HIMU
BLACKROCK ETF TRUST II
+$13.4M
270,807
增持
PG
PROCTER AND GAMBLE CO
+$13.4M
779,440
+9%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$13.4M
369,329
+55%
增持
NFLX
NETFLIX INC
+$13.2M
88,576
+14%
增持
PSCW
PACER FDS TR
+$13.1M
546,065
+1852%
增持
GDX
VANECK ETF TRUST
+$12.9M
1,049,547
+1%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$12.9M
1,558,313
+31%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$12.6M
1,035,640
+134%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$12.6M
2,261,512
+26%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$12.5M
891,496
-26%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$12.4M
2,697,319
+10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$12.4M
3,865,420
+7%
增持
PULS
PGIM ETF TR
+$12.3M
1,065,813
+30%
建仓
PWR
QUANTA SVCS INC
+$12.2M
47,876
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$12.2M
397,589
+184%
增持
NOW
SERVICENOW INC
-$12.2M
52,934
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$12.1M
491,396
+11%
增持
MINT
PIMCO ETF TR
+$12.1M
236,350
+102%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$12.0M
516,186
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$11.9M
1,622,745
+5%
增持
IYW
ISHARES TR
-$11.7M
703,233
+2%
增持
—
MEDTRONIC PLC
+$11.7M
443,626
+26%
减持
ESGU
ISHARES TR
-$11.6M
235,385
-25%
增持
MCD
MCDONALDS CORP
+$11.6M
309,589
+5%
减持
CALF
PACER FDS TR
-$11.5M
1,732,413
-0%
增持
SLV
ISHARES SILVER TR
+$11.2M
1,235,483
+20%
增持
CRM
SALESFORCE INC
-$11.2M
350,961
+11%
增持
KJAN
INNOVATOR ETFS TRUST
+$11.1M
432,970
+266%
增持
WM
WASTE MGMT INC DEL
+$10.9M
201,659
+14%
