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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 111
减持 33
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$266.3M
2,881,440
+5%
减持
OEF
ISHARES TR
-$238.2M
120,848
-85%
减持
SCHD
SCHWAB STRATEGIC TR
-$207.3M
24,184,523
-30%
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。
减持
VONG
VANGUARD SCOTTSDALE FDS
-$202.0M
9,492,332
-7%
增持
BIL
SPDR SERIES TRUST
+$137.1M
4,348,951
+52%
增持
GOVT
ISHARES TR
+$136.9M
10,135,363
+145%
增持
EFG
ISHARES TR
+$134.2M
2,208,206
+125%
增持
—
EXXON MOBIL CORP
+$119.9M
2,381,479
+1%
减持
CWB
SPDR SERIES TRUST
-$116.9M
121,412
-92%
增持
NVDA
NVIDIA CORPORATION
-$111.9M
9,621,246
+0%
增持
VTV
VANGUARD INDEX FDS
+$97.0M
7,740,408
+4%
增持
AAPL
APPLE INC
-$96.9M
7,061,711
+2%
建仓
IDEF
BLACKROCK ETF TRUST
+$91.8M
2,806,909
增持
PULS
PGIM ETF TR
+$84.6M
4,739,085
+57%
建仓
BLCR
BLACKROCK ETF TRUST
+$80.6M
1,962,029
减持
SPTL
SPDR SERIES TRUST
-$77.2M
3,889,021
-43%
增持
IEFA
ISHARES TR
+$76.7M
11,479,180
+7%
增持
PVAL
PUTNAM ETF TRUST
+$74.5M
8,337,155
+22%
增持
IWF
ISHARES TR
-$70.6M
1,569,465
+0%
增持
CVX
CHEVRON CORPORATION
+$70.4M
1,198,367
+3%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$70.4M
1,820,359
-1%
增持
AMZN
AMAZON COM INC
-$68.2M
4,471,961
+3%
减持
IAU
ISHARES GOLD TR
-$67.2M
1,373,536
-41%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$65.3M
18,359,294
+12%
增持
QQQ
INVESCO QQQ TR
-$61.3M
2,329,565
+4%
增持
GSIE
GOLDMAN SACHS ETF TR
+$61.1M
2,024,575
+231%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$59.6M
568,057
+160%
增持
TSLA
TESLA INC
-$59.3M
959,446
+4%
增持
DFSV
DIMENSIONAL ETF TRUST
+$57.0M
3,888,709
+61%
建仓
BRIE
MFS ACTIVE EXCHANGE TRADED F
+$56.5M
2,088,791
建仓
LMUB
ISHARES TR
+$56.5M
1,130,875
增持
META
META PLATFORMS INC
-$55.3M
761,799
+2%
减持
ITA
ISHARES TR
-$52.5M
381,674
-40%
增持
GOOGL
ALPHABET INC
-$52.2M
2,170,993
+0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$51.5M
3,667,210
+58%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$51.4M
1,196,206
+123%
增持
FENI
FIDELITY COVINGTON TRUST
+$50.2M
4,260,462
+44%
减持
V
VISA INC
-$45.4M
834,891
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$45.0M
1,676,499
+3%
增持
CAT
CATERPILLAR INC
+$44.6M
295,811
+3%
建仓
—
ASTRAZENECA PLC
+$43.4M
226,457
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$43.2M
3,834,235
+27%
减持
DYNF
BLACKROCK ETF TRUST
-$41.7M
7,448,937
-5%
增持
RAAX
VANECK ETF TRUST
+$41.6M
1,063,396
+2052%
增持
MUB
ISHARES TR
+$41.5M
3,210,936
+15%
增持
JNJ
JOHNSON & JOHNSON
+$41.0M
1,038,600
+1%
增持
GEV
GE VERNOVA INC
+$40.5M
151,989
+8%
减持
EMB
ISHARES TR
-$40.3M
415,091
-50%
增持
FBND
FIDELITY MERRIMACK STR TR
+$40.0M
6,801,133
+16%
减持
TLH
ISHARES TR
-$40.0M
2,106,252
-15%
减持
XLE
SELECT SECTOR SPDR TR
+$40.0M
2,459,664
-1%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$39.6M
1,584,346
+71%
增持
WMT
WALMART INC
+$39.3M
2,815,570
+1%
清仓
—
ASTRAZENECA PLC
-$38.0M
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$37.8M
5,552,525
+16%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$36.7M
1,233,214
+18%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$36.6M
3,635,444
+27%
增持
LLY
ELI LILLY & CO
-$36.4M
345,970
+5%
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$36.0M
1,075,233
+95%
减持
CRM
SALESFORCE INC
-$34.4M
369,205
-5%
增持
COST
COSTCO WHOLESALE CORPORATION
+$33.8M
241,260
+1%
增持
MU
MICRON TECHNOLOGY INC
+$33.7M
385,997
+14%
增持
SPHY
SPDR SERIES TRUST
+$32.9M
3,556,254
+68%
增持
VUG
VANGUARD INDEX FDS
-$32.3M
2,298,549
+8%
增持
JPM
JPMORGAN CHASE & CO
-$31.8M
1,418,078
+2%
增持
AVGO
BROADCOM INC
-$31.2M
1,572,853
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$30.2M
2,936,315
+2%
增持
SCHG
SCHWAB STRATEGIC TR
-$30.2M
17,955,640
+6%
减持
XLF
SELECT SECTOR SPDR TR
-$30.1M
2,652,727
-10%
减持
MA
MASTERCARD INCORPORATED
-$29.4M
280,777
-6%
减持
SPYG
SPDR SERIES TRUST
-$29.3M
3,077,881
-1%
减持
CQQQ
INVESCO EXCH TRADED FD TR II
-$29.1M
11,975
-98%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$29.0M
1,788,286
+29%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$28.9M
9,800,927
+19%
减持
QCOM
QUALCOMM INC
-$28.8M
615,378
-3%
增持
VRT
VERTIV HOLDINGS CO
+$28.4M
295,756
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$28.2M
6,083,774
+10%
增持
IDEV
ISHARES TR
+$28.2M
3,109,957
+11%
增持
PYLD
PIMCO ETF TR
+$27.7M
1,948,993
+122%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$27.5M
2,098,429
+33%
减持
IVE
ISHARES TR
-$27.4M
3,295,130
-3%
减持
AGG
ISHARES TR
-$26.9M
15,252,353
-1%
增持
ORCL
ORACLE CORP
-$26.7M
787,215
+7%
减持
LMT
LOCKHEED MARTIN CORP
+$26.6M
246,131
-2%
增持
VO
VANGUARD INDEX FDS
+$26.4M
1,384,756
+8%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$26.4M
767,824
+29%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$26.1M
732,609
+1%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$25.9M
1,091,140
+26%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$25.8M
482,924
+0%
增持
IEF
ISHARES TR
+$25.5M
1,417,768
+24%
减持
SLV
ISHARES SILVER TR
-$25.2M
1,310,900
-27%
增持
VNQ
VANGUARD INDEX FDS
+$25.1M
2,362,887
+13%
增持
NEE
NEXTERA ENERGY INC
+$25.1M
1,090,787
+15%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$25.0M
1,367,490
+9%
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$24.7M
510,101
+116%
增持
IFRA
ISHARES TR
+$24.5M
1,076,201
+53%
增持
GOOG
ALPHABET INC
-$24.4M
1,525,838
+4%
减持
USFR
WISDOMTREE TR
-$24.4M
1,708,823
-22%
增持
SGOV
ISHARES TR
+$24.2M
2,142,221
+12%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$24.1M
3,870,449
+20%
增持
FESM
FIDELITY COVINGTON TRUST
+$24.1M
1,962,108
+47%
增持
MRK
MERCK & CO INC
+$23.8M
1,207,872
+5%
增持
AVEM
AMERICAN CENTY ETF TR
+$23.6M
1,868,208
+13%
增持
FELG
FIDELITY COVINGTON TRUST
+$23.0M
1,253,764
+118%
增持
COP
CONOCOPHILLIPS
+$22.6M
506,470
+7%
增持
HDV
ISHARES TR
+$22.4M
650,163
+20%
减持
APP
APPLOVIN CORP
-$22.3M
70,193
-6%
增持
MINT
PIMCO ETF TR
+$22.2M
489,329
+82%
减持
AMAT
APPLIED MATLS INC
+$22.0M
283,850
-3%
减持
SHV
ISHARES TR
-$21.9M
562,738
-26%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$21.8M
4,048,725
+22%
减持
SILJ
AMPLIFY ETF TR
-$21.7M
2,596,722
-27%
增持
VB
VANGUARD INDEX FDS
+$21.1M
1,230,968
+5%
减持
IYW
ISHARES TR
-$20.8M
509,382
-10%
减持
MGK
VANGUARD WORLD FD
-$20.7M
156,790
-17%
增持
IUSB
ISHARES TR
+$20.7M
10,043,013
+5%
增持
VLO
VALERO ENERGY CORP
+$20.6M
193,377
+20%
增持
FEGE
RBB FUND TRUST
+$20.5M
481,646
+933%
增持
CLIP
GLOBAL X FDS
+$20.4M
271,222
+299%
增持
VYM
VANGUARD WHITEHALL FDS
+$20.2M
2,699,936
+2%
增持
VOO
VANGUARD INDEX FDS
-$20.2M
2,001,063
+3%
减持
VGT
VANGUARD WORLD FD
-$19.4M
335,560
-0%
增持
VDE
VANGUARD WORLD FD
+$19.0M
300,782
+14%
增持
PAVE
GLOBAL X FDS
+$18.8M
1,297,545
+32%
增持
T
AT&T INC
+$18.8M
4,016,297
+2%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$18.6M
4,877,693
+17%
增持
CRGY
CRESCENT ENERGY COMPANY
+$18.4M
3,341,779
+5%
增持
FEOE
RBB FUND TRUST
+$18.4M
375,461
+3428%
增持
DGRO
ISHARES TR
+$18.4M
3,324,499
+7%
增持
—
ASML HLDG NV
+$18.0M
62,131
+4%
增持
IVW
ISHARES TR
-$18.0M
4,754,617
+5%
增持
SMH
VANECK ETF TRUST
+$18.0M
511,623
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$17.8M
355,090
+4%
减持
IEMG
ISHARES INC
-$17.7M
8,765,443
-6%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$17.5M
7,943,362
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$17.5M
2,562,512
+10%
减持
XLV
SELECT SECTOR SPDR TR
-$17.5M
867,939
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$17.4M
7,762,066
+1%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$17.3M
1,032,474
+42%
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$17.1M
608,364
+131%
增持
IJR
ISHARES TR
+$16.9M
2,889,555
+1%
增持
GNR
SPDR INDEX SHS FDS
+$16.8M
281,874
+310%
增持
SPYM
SPDR SERIES TRUST
+$16.7M
4,863,025
+10%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$16.5M
219,299
+1%
增持
VXUS
VANGUARD STAR FDS
+$16.4M
6,609,937
+1%
增持
HOOD
ROBINHOOD MKTS INC
-$16.4M
532,448
+13%
增持
DE
DEERE & CO
+$16.4M
149,219
+3%
增持
PSX
PHILLIPS 66
+$16.3M
258,194
+9%
增持
AVUV
AMERICAN CENTY ETF TR
+$16.3M
755,647
+15%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$16.3M
7,319,089
+13%
