CA

Cetera Advisor Networks LLC

分散型投资策略长期持有型

申报总市值

US$202.0亿

申报季度: 2024-03-31 · 持股只数: 2808

Cetera Advisor Networks LLC在最新一期 13F 报告中披露了 2808 项持股，申报期为 2024-03-31，总持股市值约为 US$202.0亿，季度换手率为 0.0%。

浏览其他100 亿至 1,000 亿美元机构浏览其他以“C”开头的机构

机构性格雪花图

集中度
1.92
持仓稳定性
0
动能／逆势
50
行业集中度
46.64
多样化
100
仓位均衡度
64.71

近期动向

  • 加仓 NVDA

    +8.1%　US$1.5亿

  • 减仓 BIL

    -43.0%　-US$8940.1万

  • 减仓 AAPL

    +1.0%　-US$4879.4万

  • 加仓 JAAA

    +2202.7%　US$7783.2万

  • 减仓 SGOV

    -58.8%　-US$5362.8万

  • 加仓 XHLF

    +70.5%　US$5168.9万

持仓地图

新建仓加仓不变减仓

机构博弈推演

核心意图

本季度资金明确进攻科技龙头与宽基指数，NVDA与MSFT获主动加仓，现金及短债BIL/SGOV系统性减仓，资金全面涌入VOO与AMZN捕捉大盘Beta。组合换手率归零印证这是典型的投顾渠道净申购驱动建仓，而非交易员择时轮动。

基本面与宏观布局

底层逻辑是对AI算力基建与科技巨头盈利定价权的单边押注，依托VOO对冲个股基本面退化风险。反面命题则是大盘估值均值回归：一旦利率中枢下移与收益率曲线陡峭化，资金必将从高估值科技板块撤离，全面回流金融与周期股。

潜在盲点

2800只持仓与零换手率掩盖了极端的指数权重集中风险。当投顾渠道资金持续涌入VOO及行业ETF时，组合将机械性绑定前三大成分股；一旦科技巨头流动性冻结，会触发无下行保护的强制再平衡踩踏。

以上内容由 AI 根据公开申报资料自动生成，仅为历史数据摘要，不构成投资建议。

前十大持股占比

本季完整持股清单

仅显示前 2800 大持股（共 2808 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AAPLApple INC股票-科技2.18%-0.54%+1.01%
2MSFTMicrosoft CORP股票-科技2.14%+0.09%+4.76%
3IVVIshares Core S&p 500 ETFETF-大型股与成长2.04%-0.17%-5.56%
4VOOVanguard S&p 500 ETFETF-大型股与成长1.68%+0.10%+9.15%
5QQQInvesco Qqq Trust Series 1ETF-科技型1.67%-0.02%+2.18%
6NVDANvidia CORP股票-科技1.52%+0.65%+8.12%
7SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.51%+0.08%+6.55%
8AMZNAmazon.com INC股票-周期性消费1.32%+0.15%+7.07%
9IWFIshares Russell 1000 GrowthETF-其他1.24%+0.11%+10.37%
10VTIVanguard Total Stock Mkt ETFETF-其他1.06%-0.05%-2.04%
11AGGIshares Core U.s. AggregateETF-其他1.00%—+6.92%
12VTVVanguard Value ETFETF-其他0.99%+0.01%+4.06%
13VUGVanguard Growth ETFETF-其他0.79%+0.01%+2.61%
14BRK-BBerkshire Hathaway Inc-cl B股票-其他0.73%+0.06%+3.36%
15QQQMInvesco Nasdaq 100 ETFETF-科技型0.71%+0.01%+4.93%
16IVEIshares S&p 500 Value ETFETF-大型股与成长0.70%+0.09%+20.21%
17BNDVanguard Total Bond MarketETF-其他0.69%—+3.03%
18COWZPacer US Cash Cows 100 ETFETF-其他0.64%+0.09%+16.60%
19VYMVanguard High Dvd Yield ETFETF-其他0.64%—+3.45%
20IEFAIshares Core Msci Eafe ETFETF-其他0.63%-0.02%+4.09%
21XHLFBondbloxx Bbg 6 Mth US TreasETF-其他0.62%+0.21%+70.52%
22JEPIJpmorgan Equity Premium IncoETF-其他0.61%—+3.21%
23BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债0.59%-0.57%-43.00%
24METAMeta Platforms Inc-class A股票-通信服务0.55%+0.11%+2.25%
25VEAVanguard Ftse Developed ETFETF-其他0.53%—+3.91%
26AMDAdvanced Micro Devices股票-科技0.52%+0.10%+13.32%
27SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长0.52%+0.04%+6.92%
28VVisa Inc-class A Shares股票-金融0.52%—+2.86%
29IWMIshares Russell 2000 ETFETF-中小型股0.49%—+5.76%
30QUALIshares Msci USA Quality FacETF-其他0.48%+0.09%+24.00%
31XLKSs Technology Select SectorETF-科技型0.47%—+2.14%
32SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.46%—+1.93%
33VGTVanguard Info Tech ETFETF-科技型0.46%+0.05%+16.45%
34VVVanguard Large-cap ETFETF-其他0.45%—-3.01%
35IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他0.45%+0.05%+30.07%
36IJRIshares Core S&p Small-cap EETF-中小型股0.44%—-4.32%
37HDHome Depot INC股票-周期性消费0.43%—-2.84%
38SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.43%—-0.51%
39GLDSpdr Gold SharesETF-避险与商品0.43%—-3.04%
40IWDIshares Russell 1000 Value EETF-其他0.42%—+1.00%
41GOOGLAlphabet Inc-cl A股票-通信服务0.42%—+5.60%
42GOOGAlphabet Inc-cl C股票-通信服务0.41%—+4.76%
43VOVanguard Mid-cap ETFETF-其他0.41%—+3.66%
44JAAAJanus Henderson Aaa Clo ETFETF-其他0.40%+0.38%+2202.69%
45SCHGSchwab US Large-cap GrowthETF-其他0.40%+0.03%+8.34%
46VNQVanguard Real Estate ETFETF-其他0.40%—+14.29%
47VBRVanguard Small-cap Value ETFETF-其他0.40%—+2.08%
48VIGVanguard Dividend Apprec ETFETF-其他0.40%—+2.23%
49VXUSVanguard Total Intl StockETF-其他0.39%—-14.95%
50BNDXVanguard Total Intl Bond ETFETF-其他0.39%—+0.23%
1–50 of 2,800

本季持股变动

Cetera Advisor Networks LLC 在 2024-03-31 最显著的持仓异动： 新建仓: Ishrs US E F R A Etf-usd INC (DYNF); 加仓: Nvidia CORP (NVDA) — 股数 +8.12%; 减仓: Ss Spdr Bb 1-3m T-bill ETF (BIL) — 股数 -43.00%; 加仓: Apple INC (AAPL) — 股数 +1.01%; 加仓: Janus Henderson Aaa Clo ETF (JAAA) — 股数 +2202.69%.

Cetera Advisor Networks LLC 于截至 2024-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1NVDANvidia CORP+0.7%+8.12%加仓
2JAAAJanus Henderson Aaa Clo ETF+0.4%+2202.69%加仓
3XHLFBondbloxx Bbg 6 Mth US Treas+0.2%+70.52%加仓
4DYNFIshrs US E F R A Etf-usd INC+0.2%NEW新建仓
5AMZNAmazon.com INC+0.2%+7.07%加仓
6IWFIshares Russell 1000 Growth+0.1%+10.37%加仓
7METAMeta Platforms Inc-class A+0.1%+2.25%加仓
8AVGOBroadcom INC+0.1%+33.92%加仓
9VOOVanguard S&p 500 ETF+0.1%+9.15%加仓
10AMDAdvanced Micro Devices+0.1%+13.32%加仓
11MSFTMicrosoft CORP+0.1%+4.76%加仓
12IVEIshares S&p 500 Value ETF+0.1%+20.21%加仓
13COWZPacer US Cash Cows 100 ETF+0.1%+16.60%加仓
14QUALIshares Msci USA Quality Fac+0.1%+24.00%加仓
15SPYSs Spdr S&p 500 ETF Trust-us+0.1%+6.55%加仓
16LLYEli Lilly & Co+0.1%+12.05%加仓
17USFRWisdomtree Floating Rate Tre+0.1%+79.94%加仓
18SCHDSchwab US Dvd Equity ETF+0.1%+34.17%加仓
19BRK-BBerkshire Hathaway Inc-cl B+0.1%+3.36%加仓
20IVWIshares S&p 500 Growth ETF+0.1%+24.83%加仓
21XLVSs Health Care Select Sector+0.1%+24.40%加仓
22TSMTaiwan Semiconductor-sp Adr+0.1%+40.79%加仓
23TLHIshares 10-20 Year Treasury+0.1%+128.92%加仓
24IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.1%+30.07%加仓
25VGTVanguard Info Tech ETF+0.1%+16.45%加仓
26CGGRCap Group Growth Equity+0.1%+26.43%加仓
27VFHVanguard Financials ETF+0.1%+67.84%加仓
28SPYGSs Spdr P S&p 500 Growth ETF0%+6.92%加仓
29MOATVaneck Morningstar Wide Moat0%+31.41%加仓
30VHTVanguard Health Care ETF0%+32.61%加仓
31CALFPcr US Sm Cp Csh Cws Etf-usd0%+30.26%加仓
32XLISs Industrial Select Sector0%+41.60%加仓
33VDCVanguard Consumer Staple ETF0%+70.61%加仓
34SCHGSchwab US Large-cap Growth0%+8.34%加仓
35JPMJpmorgan Chase & Co0%+2.39%加仓
36RDVYFirst Trust Rising Dividend0%+16.69%加仓
37VTVVanguard Value ETF0%+4.06%加仓
38VUGVanguard Growth ETF0%+2.61%加仓
39QQQMInvesco Nasdaq 100 ETF0%+4.93%加仓
40VYMVanguard High Dvd Yield ETF—+3.45%加仓
41QQQInvesco Qqq Trust Series 10%+2.18%加仓
42IEFAIshares Core Msci Eafe ETF0%+4.09%加仓
43VTIVanguard Total Stock Mkt ETF-0.1%-2.04%减仓
44ESGUIshares Esg Aware Msci USA-0.1%-40.82%减仓
45TSLATesla INC-0.1%+7.03%加仓
46TFLOIshares Treasury Floating Ra-0.1%-34.88%减仓
47IVVIshares Core S&p 500 ETF-0.2%-5.56%减仓
48SGOVIshares 0-3 Month Treasury B-0.3%-58.81%减仓
49AAPLApple INC-0.5%+1.01%加仓
50BILSs Spdr Bb 1-3m T-bill ETF-0.6%-43.00%减仓

FAQ

Cetera Advisor Networks LLC 是什么机构？属于哪种投资人类型？
Cetera Advisor Networks LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2024-03-31），该机构追踪的股票投资组合估值约为 US$202.0亿，分布在 2808 个已申报仓位之中。
Cetera Advisor Networks LLC 目前前几大持股有哪些？
根据最新 13F 申报，Cetera Advisor Networks LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$4.4亿 (2.2%) 2. Microsoft CORP (MSFT) — US$4.3亿 (2.1%) 3. Ishares Core S&p 500 ETF (IVV) — US$4.1亿 (2.0%) 4. Vanguard S&p 500 ETF (VOO) — US$3.4亿 (1.7%) 5. Invesco Qqq Trust Series 1 (QQQ) — US$3.4亿 (1.7%)
Cetera Advisor Networks LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Cetera Advisor Networks LLC 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 43 个既有持股、减仓 6 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Ishrs US E F R A Etf-usd INC (DYNF); 加仓: Nvidia CORP (NVDA) — 股数 +8.12%; 减仓: Ss Spdr Bb 1-3m T-bill ETF (BIL) — 股数 -43.00%; 加仓: Apple INC (AAPL) — 股数 +1.01%; 加仓: Janus Henderson Aaa Clo ETF (JAAA) — 股数 +2202.69%
Cetera Advisor Networks LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Cetera Advisor Networks LLC 的主要板块分布如下： • Information Technology: 30.8% • Consumer Discretionary: 11.9% • Health Care: 11.4% • Financials: 10.1% • Industrials: 9.8% • Communication Services: 7.0%

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