Cerity Partners OCIO LLC
New York NY · SEC CIK 0001519611
$16.67亿2026Q1 申报市值
25持仓数
89.7%前十大占比 · 第一大 16.4%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EMLP 加仓+$5,567.13万
SCHP 加仓+$3,246.74万
IEMG 加仓+$1,887.27万
IDEV 新建仓+$1,526.18万
SHY 加仓+$1,394.52万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$1.16亿
VT 减仓-$1.05亿
IEF 减仓-$1,637.42万
TLH 减仓-$1,629.48万
PABU 减仓-$1,002.00万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2.74亿 | 16.41% | 457,873 | -194,357 | -29.8% | -$1.16亿 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2.25亿 | 13.49% | 1,691,744 | 27,805 | 1.7% | $369.53万 | 加仓 |
| IEF | ISHARES TR | $1.80亿 | 10.82% | 1,889,214 | -171,565 | -8.3% | -$1,637.42万 | 减仓 |
| BWX | SPDR SERIES TRUST | $1.56亿 | 9.33% | 7,088,016 | -343,968 | -4.6% | -$755.01万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1.50亿 | 9.02% | 5,648,682 | 1,220,120 | 27.6% | $3,246.74万 | 加仓 |
| IEMG | ISHARES INC | $1.21亿 | 7.26% | 1,734,899 | 270,576 | 18.5% | $1,887.27万 | 加仓 |
| GLD | SPDR GOLD TR | $1.17亿 | 7.03% | 272,262 | 30,382 | 12.6% | $1,307.31万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.16亿 | 6.97% | 839,995 | -757,003 | -47.4% | -$1.05亿 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $8,012.91万 | 4.81% | 1,835,297 | 1,275,110 | 227.6% | $5,567.13万 | 加仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $7,623.73万 | 4.57% | 2,370,562 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $5,593.20万 | 3.36% | 555,322 | -161,783 | -22.6% | -$1,629.48万 | 减仓 |
| SHY | ISHARES TR | $2,017.97万 | 1.21% | 244,395 | 168,890 | 223.7% | $1,394.52万 | 加仓 |
| IDEV | ISHARES TR | $1,526.18万 | 0.92% | 182,623 | 182,623 | — | $1,526.18万 | 新建仓 |
| AGG | ISHARES TR | $1,204.84万 | 0.72% | 121,370 | -42,318 | -25.9% | -$420.09万 | 减仓 |
| GOVT | ISHARES TR | $1,197.28万 | 0.72% | 522,602 | -873 | -0.2% | -$2.00万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,145.54万 | 0.69% | 186,996 | 69,277 | 58.8% | $424.39万 | 重新持有 |
| PABU | ISHARES TR | $896.52万 | 0.54% | 135,315 | -151,235 | -52.8% | -$1,002.00万 | 减仓 |
| NUEM | NUSHARES ETF TR | $881.63万 | 0.53% | 239,972 | 110,323 | 85.1% | $405.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $858.29万 | 0.51% | 133,940 | -150,113 | -52.8% | -$961.92万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $570.76万 | 0.34% | 105,598 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $558.82万 | 0.34% | 154,754 | 72,166 | 87.4% | $260.59万 | 加仓 |
| IGOV | ISHARES TR | $391.19万 | 0.23% | 95,274 | 22,197 | 30.4% | $91.14万 | 加仓 |
| IBND | SPDR SERIES TRUST | $194.49万 | 0.12% | 62,575 | 4,459 | 7.7% | $13.86万 | 加仓 |
| BWZ | SPDR SERIES TRUST | $87.13万 | 0.05% | 32,366 | 2,121 | 7.0% | $5.71万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $36.46万 | 0.02% | 24,112 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -70,269 | -100.0% | -$621.81万 | 清仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -14,745 | -100.0% | -$67.59万 | 清仓 |