Cerity Partners LLC
NEW YORK NY · SEC CIK 0001566475
$827.38亿2026Q2 申报市值
3,407持仓数
23.8%前十大占比 · 第一大 4.4%
325 / 202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
TSLA 加仓+$1.85亿
VTI 加仓+$1.48亿
NVDA 加仓+$1.17亿
VOO 加仓+$1.09亿
IVV 加仓+$1.06亿
2026Q2 卖出最多 按季末市值估算
AVEM 减仓-$7,838.65万
HON 减仓-$7,605.75万
MMM 减仓-$5,339.29万
POCT 减仓-$4,918.68万
STIP 减仓-$4,586.40万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 | $36.29亿 | 4.39% | 5,299,979 | 159,230 | 3.1% | $1.09亿 | 加仓 |
| AAPL | APPLE INC | $27.82亿 | 3.36% | 9,612,893 | 240,618 | 2.6% | $6,963.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $27.23亿 | 3.29% | 13,610,763 | 586,069 | 4.5% | $1.17亿 | 加仓 |
| IVV | ISHARES TR | $21.00亿 | 2.54% | 2,803,692 | 142,064 | 5.3% | $1.06亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $16.63亿 | 2.01% | 2,266,287 | 116,217 | 5.4% | $8,528.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $15.45亿 | 1.87% | 4,142,310 | 39,563 | 1.0% | $1,475.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $15.28亿 | 1.85% | 21,440,111 | 1,018,080 | 5.0% | $7,254.45万 | 加仓 |
| GOOGL | ALPHABET INC | $12.83亿 | 1.55% | 3,589,269 | 52,542 | 1.5% | $1,877.70万 | 加仓 |
| GOOG | ALPHABET INC | $12.23亿 | 1.48% | 3,461,072 | 65,739 | 1.9% | $2,322.84万 | 加仓 |
| AMZN | AMAZON COM INC | $12.15亿 | 1.47% | 5,095,736 | 138,477 | 2.8% | $3,300.50万 | 加仓 |
| AVGO | BROADCOM INC | $11.54亿 | 1.39% | 3,055,390 | 38,886 | 1.3% | $1,468.92万 | 加仓 |
| IEFA | ISHARES TR | $11.21亿 | 1.35% | 11,603,700 | 244,807 | 2.2% | $2,364.35万 | 加仓 |
| AGG | ISHARES TR | $9.82亿 | 1.19% | 9,922,031 | 1,019,260 | 11.4% | $1.01亿 | 加仓 |
| PG | PROCTER & GAMBLE CO | $9.08亿 | 1.10% | 6,189,386 | -9,760 | -0.2% | -$143.12万 | 减仓 |
| LLY | ELI LILLY & CO | $8.97亿 | 1.08% | 747,548 | 14,999 | 2.0% | $1,799.03万 | 加仓 |
| QUAL | ISHARES TR | $8.46亿 | 1.02% | 3,854,424 | -146,068 | -3.7% | -$3,205.17万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $8.28亿 | 1.00% | 2,416,651 | 432,445 | 21.8% | $1.48亿 | 加仓 |
| META | META PLATFORMS INC | $7.09亿 | 0.86% | 1,258,578 | 56,397 | 4.7% | $3,177.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6.97亿 | 0.84% | 2,130,829 | 36,054 | 1.7% | $1,180.16万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6.15亿 | 0.74% | 834,551 | 41,200 | 5.2% | $3,033.83万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5.97亿 | 0.72% | 2,804,149 | 422,714 | 17.8% | $8,994.09万 | 加仓 |
| IEMG | ISHARES INC | $5.82亿 | 0.70% | 7,028,267 | 749,226 | 11.9% | $6,206.59万 | 加仓 |
| IDEV | ISHARES TR | $5.68亿 | 0.69% | 6,375,948 | 917,124 | 16.8% | $8,163.32万 | 加仓 |
| IWF | ISHARES TR | $5.66亿 | 0.68% | 4,560,693 | 3,941 | 0.1% | $48.93万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $5.45亿 | 0.66% | 18,504,081 | -680,811 | -3.5% | -$2,003.63万 | 减仓 |
| IJR | ISHARES TR | $5.32亿 | 0.64% | 3,587,574 | 11,666 | 0.3% | $173.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4.75亿 | 0.57% | 1,872,006 | 25,482 | 1.4% | $647.17万 | 加仓 |
| VO | VANGUARD INDEX FDS | $4.66亿 | 0.56% | 5,787,723 | 459,687 | 8.6% | $3,704.40万 | 加仓 |
| IJH | ISHARES TR | $4.63亿 | 0.56% | 6,009,259 | 340,995 | 6.0% | $2,629.40万 | 加仓 |
| SGOV | ISHARES TR | $4.58亿 | 0.55% | 4,545,424 | 980,014 | 27.5% | $9,865.80万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4.53亿 | 0.55% | 5,261,607 | 1,083,963 | 25.9% | $9,338.98万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4.29亿 | 0.52% | 1,970,185 | 346,979 | 21.4% | $7,563.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.21亿 | 0.51% | 842,055 | 33,477 | 4.1% | $1,675.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4.11亿 | 0.50% | 438,863 | 5,218 | 1.2% | $488.15万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4.06亿 | 0.49% | 698,817 | 36,113 | 5.4% | $2,097.83万 | 加仓 |
| V | VISA INC | $4.03亿 | 0.49% | 1,173,343 | 26,566 | 2.3% | $911.46万 | 加仓 |
| MTUM | ISHARES TR | $3.77亿 | 0.46% | 1,099,673 | -83,405 | -7.0% | -$2,859.38万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $3.68亿 | 0.44% | 14,403,756 | 1,702,878 | 13.4% | $4,345.74万 | 加仓 |
| WMT | WALMART INC | $3.48亿 | 0.42% | 3,076,049 | -59,428 | -1.9% | -$673.08万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3.45亿 | 0.42% | 1,012,015 | -22,989 | -2.2% | -$784.00万 | 减仓 |
| IWB | ISHARES TR | $3.34亿 | 0.40% | 815,660 | 15,535 | 1.9% | $636.16万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3.33亿 | 0.40% | 288,481 | 29,693 | 11.5% | $3,426.78万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3.29亿 | 0.40% | 3,923,687 | 339,481 | 9.5% | $2,843.15万 | 加仓 |
| ABBV | ABBVIE INC | $3.21亿 | 0.39% | 1,275,203 | 59,781 | 4.9% | $1,504.35万 | 加仓 |
| KLAC | KLA CORP | $3.20亿 | 0.39% | 1,061,884 | 59,154 | 5.9% | $1,784.73万 | 加仓 |
| IQLT | ISHARES TR | $3.10亿 | 0.37% | 6,252,224 | 1,035,765 | 19.9% | $5,132.22万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3.07亿 | 0.37% | 3,492,375 | 1,145,842 | 48.8% | $1.01亿 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.05亿 | 0.37% | 638,639 | 14,469 | 2.3% | $690.96万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3.04亿 | 0.37% | 5,162,594 | 379,357 | 7.9% | $2,237.45万 | 加仓 |
| ITOT | ISHARES TR | $3.02亿 | 0.37% | 1,838,405 | -26,071 | -1.4% | -$428.27万 | 减仓 |
| CSCO | CISCO SYS INC | $3.01亿 | 0.36% | 2,566,195 | -38,012 | -1.5% | -$446.48万 | 减仓 |
| CAT | CATERPILLAR INC | $2.97亿 | 0.36% | 279,238 | 3,824 | 1.4% | $407.15万 | 加仓 |
| HD | HOME DEPOT INC | $2.88亿 | 0.35% | 856,897 | 79,610 | 10.2% | $2,673.06万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2.87亿 | 0.35% | 4,938,833 | -327,132 | -6.2% | -$1,903.91万 | 减仓 |
| — | EXXON MOBIL CORP | $2.83亿 | 0.34% | 2,066,962 | -124,757 | -5.7% | -$1,705.68万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2.82亿 | 0.34% | 930,912 | 67,347 | 7.8% | $2,040.91万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $2.80亿 | 0.34% | 10,579,829 | 783,607 | 8.0% | $2,076.56万 | 加仓 |
| TSLA | TESLA INC | $2.78亿 | 0.34% | 1,831,467 | 1,218,490 | 198.8% | $1.85亿 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2.76亿 | 0.33% | 5,448,316 | 261,443 | 5.0% | $1,322.12万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2.74亿 | 0.33% | 3,512,006 | 110,733 | 3.3% | $862.72万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.73亿 | 0.33% | 4,827,719 | 626,426 | 14.9% | $3,542.81万 | 加仓 |
| APH | AMPHENOL CORP | $2.68亿 | 0.32% | 1,520,578 | 109,903 | 7.8% | $1,937.81万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2.68亿 | 0.32% | 883,746 | 137,264 | 18.4% | $4,158.69万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2.62亿 | 0.32% | 2,984,072 | 278,132 | 10.3% | $2,445.83万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2.62亿 | 0.32% | 1,062,300 | 114,608 | 12.1% | $2,821.76万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2.49亿 | 0.30% | 2,726,265 | -103,471 | -3.7% | -$943.76万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2.47亿 | 0.30% | 2,558,075 | -812,381 | -24.1% | -$7,838.65万 | 减仓 |
| TJX | TJX COS INC NEW | $2.43亿 | 0.29% | 1,603,385 | 22,668 | 1.4% | $343.42万 | 加仓 |
| BAC | BANK OF AMER CORP | $2.40亿 | 0.29% | 4,215,750 | 84,782 | 2.1% | $483.12万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2.40亿 | 0.29% | 2,005,312 | 6,816 | 0.3% | $81.46万 | 加仓 |
| RTX | RTX CORPORATION | $2.35亿 | 0.28% | 1,237,321 | 27,836 | 2.3% | $528.16万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.34亿 | 0.28% | 988,361 | 54,742 | 5.9% | $1,295.64万 | 加仓 |
| IEI | ISHARES TR | $2.30亿 | 0.28% | 1,959,885 | -9,072 | -0.5% | -$106.55万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2.28亿 | 0.28% | 1,372,649 | 121,470 | 9.7% | $2,013.50万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2.23亿 | 0.27% | 4,415,366 | 13,515 | 0.3% | $68.36万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2.23亿 | 0.27% | 292,657 | 1,168 | 0.4% | $88.99万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2.23亿 | 0.27% | 3,664,076 | 62,142 | 1.7% | $377.76万 | 加仓 |
| IAU | ISHARES GOLD TR | $2.21亿 | 0.27% | 2,933,050 | -225,559 | -7.1% | -$1,703.20万 | 减仓 |
| GE | GE AEROSPACE | $2.13亿 | 0.26% | 571,112 | 33,607 | 6.3% | $1,255.99万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2.10亿 | 0.25% | 485,639 | -5,447 | -1.1% | -$235.98万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $2.09亿 | 0.25% | 5,164,485 | 1,091,418 | 26.8% | $4,410.42万 | 加仓 |
| IWD | ISHARES TR | $2.06亿 | 0.25% | 848,030 | 32,448 | 4.0% | $786.64万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2.04亿 | 0.25% | 397,899 | 2,196 | 0.6% | $112.79万 | 加仓 |
| SHY | ISHARES TR | $2.04亿 | 0.25% | 2,479,279 | -24,362 | -1.0% | -$200.04万 | 减仓 |
| MRK | MERCK & CO INC | $2.01亿 | 0.24% | 1,567,712 | -71,798 | -4.4% | -$922.60万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1.98亿 | 0.24% | 5,729,822 | 219,018 | 4.0% | $758.65万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.98亿 | 0.24% | 732,515 | -27,774 | -3.7% | -$751.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.96亿 | 0.24% | 4,429,007 | -32,849 | -0.7% | -$145.72万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.96亿 | 0.24% | 3,631,961 | 419,254 | 13.0% | $2,264.81万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.91亿 | 0.23% | 7,384,337 | 499,117 | 7.2% | $1,292.64万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.88亿 | 0.23% | 260,363 | 23,703 | 10.0% | $1,713.62万 | 加仓 |
| ASML | ASML HLDG NV | $1.87亿 | 0.23% | 94,239 | 1,888 | 2.0% | $375.61万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.87亿 | 0.23% | 184,881 | 1,524 | 0.8% | $154.14万 | 加仓 |
| INTC | INTEL CORP | $1.85亿 | 0.22% | 1,326,665 | -202,882 | -13.3% | -$2,832.07万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $1.83亿 | 0.22% | 244,800 | -500 | -0.2% | -$37.34万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1.81亿 | 0.22% | 2,257,242 | 395,955 | 21.3% | $3,169.59万 | 加仓 |
| ORCL | ORACLE CORP | $1.79亿 | 0.22% | 1,223,064 | 51,374 | 4.4% | $752.89万 | 加仓 |
| IWM | ISHARES TR | $1.78亿 | 0.22% | 592,421 | 56,698 | 10.6% | $1,703.47万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.76亿 | 0.21% | 5,087,343 | 52,778 | 1.0% | $182.72万 | 加仓 |
| EFA | ISHARES TR | $1.76亿 | 0.21% | 2,008,850 | 326,058 | 19.4% | $2,850.48万 | 加仓 |