Cerity Partners OCIO LLC
New York NY · SEC CIK 0001519611
$19.76亿2026Q2 申报市值
28持仓数
84.5%前十大占比 · 第一大 19.2%
4 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SMH 新建仓+$3.79亿
BBJP 新建仓+$1.76亿
IVV 新建仓+$8,862.59万
BWX 加仓+$1,571.68万
SHY 加仓+$1,223.37万
2026Q2 卖出最多 按季末市值估算
XLK 清仓-$2.25亿
VOO 减仓-$1.58亿
EMLP 减仓-$880.83万
IEF 减仓-$679.74万
VEA 减仓-$660.05万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,691,744 | -100.0% | -$2.25亿 | 清仓 |
| BSM | BLACK STONE MINERALS L P | $33.68万 | 0.02% | 24,112 | 0 | 0.0% | — | 不变 |
| BWZ | SPDR SERIES TRUST | $70.54万 | 0.04% | 26,371 | -5,995 | -18.5% | -$16.04万 | 减仓 |
| SGOV | ISHARES TR | $116.88万 | 0.06% | 11,610 | 11,610 | — | $116.88万 | 新建仓 |
| IBND | SPDR SERIES TRUST | $161.63万 | 0.08% | 51,839 | -10,736 | -17.2% | -$33.47万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $283.98万 | 0.14% | 47,575 | -58,023 | -54.9% | -$346.34万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $294.28万 | 0.15% | 41,302 | -92,638 | -69.2% | -$660.05万 | 减仓 |
| IGOV | ISHARES TR | $311.06万 | 0.16% | 75,814 | -19,460 | -20.4% | -$79.84万 | 减仓 |
| NUDM | NUSHARES ETF TR | $408.81万 | 0.21% | 102,152 | -52,602 | -34.0% | -$210.51万 | 减仓 |
| PABU | ISHARES TR | $632.68万 | 0.32% | 83,041 | -52,274 | -38.6% | -$398.27万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $993.14万 | 0.50% | 186,996 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $1,062.63万 | 0.54% | 466,476 | -56,126 | -10.7% | -$127.86万 | 减仓 |
| AGG | ISHARES TR | $1,120.89万 | 0.57% | 113,244 | -8,126 | -6.7% | -$80.43万 | 减仓 |
| NUEM | NUSHARES ETF TR | $1,239.84万 | 0.63% | 292,166 | 52,194 | 21.8% | $221.49万 | 加仓 |
| IDEV | ISHARES TR | $1,275.04万 | 0.65% | 143,247 | -39,376 | -21.6% | -$350.49万 | 减仓 |
| SHY | ISHARES TR | $3,230.10万 | 1.63% | 393,387 | 148,992 | 61.0% | $1,223.37万 | 加仓 |
| TLH | ISHARES TR | $5,059.01万 | 2.56% | 504,136 | -51,186 | -9.2% | -$513.65万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $7,102.71万 | 3.59% | 1,632,808 | -202,489 | -11.0% | -$880.83万 | 减仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $7,304.98万 | 3.70% | 2,333,859 | -36,703 | -1.5% | -$114.88万 | 减仓 |
| IVV | ISHARES TR | $8,862.59万 | 4.49% | 118,343 | 118,343 | — | $8,862.59万 | 新建仓 |
| GLD | SPDR GOLD TR | $9,901.91万 | 5.01% | 268,796 | -3,466 | -1.3% | -$127.68万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.38亿 | 6.96% | 876,239 | 36,244 | 4.3% | $568.85万 | 加仓 |
| IEMG | ISHARES INC | $1.42亿 | 7.20% | 1,717,584 | -17,315 | -1.0% | -$143.44万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1.49亿 | 7.54% | 5,620,759 | -27,923 | -0.5% | -$74.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.57亿 | 7.93% | 228,001 | -229,872 | -50.2% | -$1.58亿 | 减仓 |
| BWX | SPDR SERIES TRUST | $1.69亿 | 8.57% | 7,812,961 | 724,945 | 10.2% | $1,571.68万 | 加仓 |
| IEF | ISHARES TR | $1.72亿 | 8.70% | 1,817,337 | -71,877 | -3.8% | -$679.74万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1.76亿 | 8.90% | 2,335,864 | 2,335,864 | — | $1.76亿 | 新建仓 |
| SMH | VANECK ETF TRUST | $3.79亿 | 19.16% | 577,281 | 577,281 | — | $3.79亿 | 新建仓 |