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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 5
增持 123
减持 19
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$169.2M
6,949,391
+3%
增持
GOOGL
ALPHABET INC
+$167.3M
2,161,343
+3%
增持
IVV
ISHARES TR
+$155.2M
4,046,475
+4%
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
IVE
ISHARES TR
+$148.5M
3,409,979
+23%
增持
GOOG
ALPHABET INC
+$123.2M
1,472,415
+6%
增持
LLY
ELI LILLY & CO
+$117.3M
330,181
+6%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$113.9M
16,399,426
+15%
增持
AMZN
AMAZON COM INC
+$106.5M
4,330,008
+6%
减持
QUAL
ISHARES TR
-$95.1M
1,530,303
-25%
增持
IEMG
ISHARES INC
+$86.3M
9,358,810
+14%
增持
VOO
VANGUARD INDEX FDS
+$84.0M
1,938,813
+5%
增持
PVAL
PUTNAM ETF TRUST
+$83.0M
6,853,915
+28%
增持
FBND
FIDELITY MERRIMACK STR TR
+$82.2M
5,870,299
+44%
增持
FENI
FIDELITY COVINGTON TRUST
+$80.6M
2,961,266
+276%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$80.4M
2,096,928
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$74.7M
1,837,843
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$62.2M
16,960,267
+10%
增持
VTV
VANGUARD INDEX FDS
+$53.3M
7,443,431
+1%
增持
DYNF
BLACKROCK ETF TRUST
+$53.2M
7,812,309
+10%
增持
DFAI
DIMENSIONAL ETF TRUST
+$52.7M
2,094,912
+181%
增持
NVDA
NVIDIA CORPORATION
+$51.2M
9,597,293
+3%
增持
ORCL
ORACLE CORP
-$48.3M
733,212
+8%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$48.2M
3,212,160
减持
VNLA
JANUS DETROIT STR TR
-$47.9M
125,667
-89%
增持
AVEM
AMERICAN CENTY ETF TR
+$46.4M
1,648,590
+54%
增持
IEFA
ISHARES TR
+$46.0M
10,758,681
+2%
增持
SLV
ISHARES SILVER TR
+$44.0M
1,790,226
+8%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$42.6M
3,013,673
+36%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$42.6M
7,684,136
+5%
增持
QQQ
INVESCO QQQ TR
+$42.3M
2,239,278
+1%
增持
MU
MICRON TECHNOLOGY INC
+$42.3M
338,933
+4%
增持
VUG
VANGUARD INDEX FDS
+$40.8M
2,124,859
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$39.8M
865,959
-5%
增持
DGRO
ISHARES TR
+$39.0M
3,096,053
+20%
增持
MSFT
MICROSOFT CORP
-$39.0M
2,757,017
+4%
增持
PULS
PGIM ETF TR
+$37.3M
3,023,709
+34%
增持
AVGO
BROADCOM INC
+$36.3M
1,496,075
+2%
增持
WMT
WALMART INC
+$35.3M
2,787,717
+4%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$35.1M
3,325,254
+40%
增持
JNJ
JOHNSON & JOHNSON
+$34.7M
1,023,956
+7%
减持
HD
HOME DEPOT INC
-$34.5M
563,310
-0%
增持
CAT
CATERPILLAR INC
+$33.5M
287,922
+5%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$33.2M
12,860,043
+6%
增持
MSTR
STRATEGY INC
-$31.2M
200,998
+5%
增持
VTI
VANGUARD INDEX FDS
+$30.7M
3,252,250
+1%
减持
GLD
SPDR GOLD TR
+$29.8M
889,510
-2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$29.4M
8,207,815
+7%
增持
MRK
MERCK & CO INC
+$29.4M
1,152,416
+6%
增持
IVW
ISHARES TR
+$29.2M
4,509,307
+3%
增持
—
EXXON MOBIL CORP
+$29.0M
2,360,806
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$28.9M
2,645,151
+6%
增持
IDEV
ISHARES TR
+$28.7M
2,809,719
+11%
增持
XLV
SELECT SECTOR SPDR TR
+$28.0M
934,869
+11%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$27.9M
1,575,199
+43%
减持
IGRO
ISHARES TR
-$27.7M
104,108
-77%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$27.1M
7,734,465
+10%
增持
NFLX
NETFLIX INC
-$26.9M
1,416,154
+963%
增持
MTUM
ISHARES TR
+$26.9M
607,290
+25%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$26.9M
463,332
-66%
增持
TSLA
TESLA INC
+$25.7M
926,947
+6%
增持
IJR
ISHARES TR
+$25.7M
2,848,046
+7%
增持
IQLT
ISHARES TR
+$25.6M
4,450,801
+11%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$25.5M
10,211,465
-3%
增持
SPYM
SPDR SERIES TRUST
+$25.2M
4,431,369
+5%
增持
OEF
ISHARES TR
+$24.9M
806,686
+7%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$24.7M
3,744,525
+7%
增持
XLK
SELECT SECTOR SPDR TR
+$24.3M
1,789,348
+116%
减持
PANW
PALO ALTO NETWORKS INC
-$24.0M
416,008
-16%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$23.8M
1,237,396
-22%
增持
BINC
BLACKROCK ETF TRUST II
+$23.7M
4,542,059
+12%
增持
IAU
ISHARES GOLD TR
+$23.7M
2,319,669
+3%
增持
WTV
WISDOMTREE TR
+$23.5M
453,121
+120%
减持
STIP
ISHARES TR
-$23.5M
446,272
-33%
增持
AGG
ISHARES TR
+$23.3M
15,428,160
+2%
增持
PYLD
PIMCO ETF TR
+$23.0M
876,857
+6453%
增持
JPM
JPMORGAN CHASE & CO.
+$22.9M
1,393,065
+3%
增持
SYSB
ISHARES TR
+$22.6M
257,588
+4461%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$22.6M
0
-100%
增持
SMH
VANECK ETF TRUST
+$22.5M
494,813
+4%
减持
COST
COSTCO WHSL CORP NEW
-$22.3M
239,548
-3%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$22.3M
2,873,662
+18%
增持
JHCB
JOHN HANCOCK EXCHANGE TRADED
+$22.0M
1,089,136
+1511%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$21.9M
5,530,763
+7%
增持
FMDE
FIDELITY COVINGTON TRUST
+$21.8M
1,644,381
+57%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$21.7M
1,886,115
+33%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$21.5M
728,701
+2%
增持
MUB
ISHARES TR
+$21.3M
2,794,564
+7%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$21.2M
1,251,835
+11%
建仓
UL
UNILEVER PLC
+$21.1M
322,621
增持
GEV
GE VERNOVA INC
+$21.0M
141,069
+22%
增持
JAAA
JANUS DETROIT STR TR
+$20.7M
4,781,181
+10%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$20.6M
5,940,417
+8%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$20.6M
3,221,615
+18%
增持
CSCO
CISCO SYS INC
+$20.5M
1,702,409
+5%
增持
AMGN
AMGEN INC
+$20.2M
342,460
+5%
建仓
—
TOTALENERGIES SE
+$20.1M
308,353
清仓
—
UNILEVER PLC
-$20.0M
0
-100%
减持
OUNZ
VANECK MERK GOLD ETF
-$20.0M
1,065,661
-38%
增持
VB
VANGUARD INDEX FDS
+$19.9M
1,168,300
+6%
增持
IWM
ISHARES TR
+$19.8M
1,733,580
+3%
增持
USFR
WISDOMTREE TR
+$19.8M
2,194,779
+22%
增持
DFAC
DIMENSIONAL ETF TRUST
+$19.7M
1,861,113
+33%
增持
SCHV
SCHWAB STRATEGIC TR
+$19.7M
3,614,316
+21%
增持
IWX
ISHARES TR
+$19.5M
263,019
+400%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$19.5M
7,715,939
+6%
增持
VHT
VANGUARD WORLD FD
+$18.9M
390,130
+8%
增持
IUSB
ISHARES TR
+$18.9M
9,522,893
+5%
增持
BND
VANGUARD BD INDEX FDS
+$18.9M
7,691,585
+4%
增持
TMSL
T ROWE PRICE ETF INC
+$18.4M
895,710
+129%
增持
ISRG
INTUITIVE SURGICAL INC
+$18.3M
117,392
+9%
清仓
—
TOTALENERGIES SE
-$18.2M
0
-100%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$18.0M
275,064
增持
DDWM
WISDOMTREE TR
+$17.9M
709,217
+129%
增持
IJH
ISHARES TR
+$17.6M
3,631,061
+7%
增持
BIL
SPDR SERIES TRUST
+$17.6M
2,861,381
+8%
增持
SILJ
AMPLIFY ETF TR
+$17.2M
3,572,063
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$17.0M
482,416
+8%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$16.9M
4,157,316
+17%
减持
CWB
SPDR SERIES TRUST
-$16.9M
1,434,849
-10%
增持
QGRW
WISDOMTREE TR
+$16.9M
371,378
+333%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$16.5M
596,297
+37%
增持
VBR
VANGUARD INDEX FDS
+$16.5M
1,133,246
+6%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$16.0M
6,504,150
+13%
减持
UBER
UBER TECHNOLOGIES INC
-$15.9M
913,411
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$15.9M
126,896
+6%
增持
CRM
SALESFORCE INC
+$15.8M
389,999
+6%
增持
RTX
RTX CORPORATION
+$15.7M
608,483
+6%
增持
EUSA
ISHARES INC
+$15.7M
170,142
+836%
增持
AVUS
AMERICAN CENTY ETF TR
+$15.5M
501,320
+34%
减持
AESI
ATLAS ENERGY SOLUTIONS INC
-$15.4M
19,737
-99%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$15.3M
3,649,598
+19%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$15.3M
869,157
+14%
增持
XIJN
FIRST TR EXCHNG TRADED FD VI
+$15.3M
628,370
+362%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.2M
939,826
+3%
建仓
FTMN
PUTNAM ETF TRUST
+$15.1M
1,711,902
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$15.0M
810,567
+38%
增持
FBCG
FIDELITY COVINGTON TRUST
+$15.0M
1,133,158
+29%
减持
IWY
ISHARES TR
-$15.0M
358,026
-14%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$14.9M
1,653,775
+7%
减持
T
AT&T INC
-$14.9M
3,931,623
-1%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$14.8M
2,825,862
+17%
增持
FSEC
FIDELITY MERRIMACK STR TR
+$14.4M
341,761
+2052%
增持
MEAR
ISHARES U S ETF TR
+$14.1M
485,302
+138%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$14.0M
1,066,595
-9%
增持
BAC
BANK AMERICA CORP
+$13.9M
2,011,802
+7%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$13.7M
1,311,994
+23%
增持
DFAU
DIMENSIONAL ETF TRUST
+$13.7M
1,187,031
+30%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$13.6M
572,235
+256%
增持
THRO
BLACKROCK ETF TRUST
+$13.6M
3,908,631
+8%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$13.6M
1,401,930
+76%
