Cerity Partners LLC
NEW YORK NY · SEC CIK 0001566475
$708.27亿2026Q1 申报市值
3,237持仓数
23.7%前十大占比 · 第一大 4.3%
489 / 141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
VOO 加仓+$2.73亿
IDEV 加仓+$1.66亿
SPYM 加仓+$1.52亿
MSFT 加仓+$1.11亿
QUAL 加仓+$9,068.82万
2026Q1 卖出最多 按季末市值估算
CACC 减仓-$3.32亿
TJX 减仓-$2.29亿
TSLA 减仓-$1.74亿
TMO 减仓-$1.03亿
SCHD 减仓-$8,990.28万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BKLC | BNY MELLON ETF TRUST | $39.57万 | 0.00% | 3,170 | 1,353 | 74.5% | $16.89万 | 加仓 |
| ASML | ASML HLDG NV 看跌期权 | $39.62万 | 0.00% | 300 | 300 | — | $39.62万 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC | $39.70万 | 0.00% | 21,564 | 4,871 | 29.2% | $8.97万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $39.86万 | 0.00% | 18,049 | 9,500 | 111.1% | $20.98万 | 重新持有 |
| CYTK | CYTOKINETICS INC | $39.86万 | 0.00% | 6,048 | -826 | -12.0% | -$5.44万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $39.90万 | 0.00% | 24,013 | 24,013 | — | $39.90万 | 新建仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $40.05万 | 0.00% | 32,667 | 20,095 | 159.8% | $24.64万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $40.21万 | 0.00% | 12,039 | 12,039 | — | $40.21万 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $40.21万 | 0.00% | 12,771 | 2,816 | 28.3% | $8.87万 | 加仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $40.24万 | 0.00% | 8,744 | 8,744 | — | $40.24万 | 新建仓 |
| NUVB | NUVATION BIO INC | $40.31万 | 0.00% | 93,963 | -2,689 | -2.8% | -$1.15万 | 减仓 |
| MTRN | MATERION CORP | $40.40万 | 0.00% | 2,793 | 834 | 42.6% | $12.06万 | 加仓 |
| WHD | CACTUS INC | $40.41万 | 0.00% | 8,531 | -879 | -9.3% | -$4.16万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $40.46万 | 0.00% | 8,231 | -308 | -3.6% | -$1.51万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $40.77万 | 0.00% | 9,091 | 417 | 4.8% | $1.87万 | 加仓 |
| THFF | FIRST FINANCIAL CORPORATION | $40.90万 | 0.00% | 6,471 | -35 | -0.5% | -$2,212 | 减仓 |
| ICLR | ICON PLC | $40.94万 | 0.00% | 3,700 | 884 | 31.4% | $9.78万 | 加仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $40.99万 | 0.00% | 61,732 | -1,391 | -2.2% | -$9,236 | 减仓 |
| CXM | SPRINKLR INC | $41.00万 | 0.00% | 68,339 | 49,648 | 265.6% | $29.79万 | 加仓 |
| RAMP | LIVERAMP HLDGS INC | $41.04万 | 0.00% | 15,475 | -7,859 | -33.7% | -$20.84万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $41.11万 | 0.00% | 19,193 | -1,013 | -5.0% | -$2.17万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $41.13万 | 0.00% | 12,993 | 1,970 | 17.9% | $6.24万 | 加仓 |
| ARDX | ARDELYX INC | $41.19万 | 0.00% | 68,765 | 9,406 | 15.8% | $5.63万 | 加仓 |
| XJH | ISHARES TR | $41.24万 | 0.00% | 9,089 | 9,089 | — | $41.24万 | 新建仓 |
| VFQY | VANGUARD WELLINGTON FD | $41.28万 | 0.00% | 2,766 | 1,159 | 72.1% | $17.30万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $41.29万 | 0.00% | 6,884 | 6,884 | — | $41.29万 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $41.33万 | 0.00% | 12,249 | -4,361 | -26.3% | -$14.71万 | 减仓 |
| RBA | RB GLOBAL INC | $41.34万 | 0.00% | 4,313 | 427 | 11.0% | $4.09万 | 加仓 |
| RLJ | RLJ LODGING TR | $41.42万 | 0.00% | 55,819 | -5,351 | -8.7% | -$3.97万 | 减仓 |
| COUR | COURSERA INC | $41.49万 | 0.00% | 71,289 | 41,383 | 138.4% | $24.08万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $41.50万 | 0.00% | 8,365 | 778 | 10.3% | $3.86万 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $41.60万 | 0.00% | 44,444 | 785 | 1.8% | $7,348 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.76万 | 0.00% | 16,251 | 16,251 | — | $41.76万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $41.80万 | 0.00% | 97,431 | 74,561 | 326.0% | $31.99万 | 加仓 |
| WRBY | WARBY PARKER INC | $41.90万 | 0.00% | 19,885 | 8,686 | 77.6% | $18.30万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $42.09万 | 0.00% | 28,003 | -24,947 | -47.1% | -$37.50万 | 减仓 |
| LAUR | LAUREATE ED INC | $42.13万 | 0.00% | 12,091 | -3,638 | -23.1% | -$12.67万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $42.25万 | 0.00% | 93,474 | 18,000 | 23.8% | $8.14万 | 加仓 |
| QLC | FLEXSHARES TR | $42.26万 | 0.00% | 5,407 | 0 | 0.0% | — | 不变 |
| TRTX | TPG RE FIN TR INC | $42.29万 | 0.00% | 54,152 | -50,607 | -48.3% | -$39.52万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $42.31万 | 0.00% | 4,183 | -179 | -4.1% | -$1.81万 | 减仓 |
| GATX | GATX CORP | $42.45万 | 0.00% | 2,486 | 440 | 21.5% | $7.51万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $42.52万 | 0.00% | 40,577 | -5,216 | -11.4% | -$5.47万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $42.57万 | 0.00% | 7,000 | 1,283 | 22.4% | $7.80万 | 加仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $42.64万 | 0.00% | 215,358 | 0 | 0.0% | — | 不变 |
| ETD | ETHAN ALLEN INTERIORS INC | $42.67万 | 0.00% | 19,189 | 10,575 | 122.8% | $23.51万 | 重新持有 |
| UTL | UNITIL CORP | $42.71万 | 0.00% | 8,176 | -114 | -1.4% | -$5,956 | 减仓 |
| — | BANK AMERICA CORP | $42.74万 | 0.00% | 359 | 173 | 93.0% | $20.59万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $42.76万 | 0.00% | 11,819 | 0 | 0.0% | — | 不变 |
| GII | SPDR INDEX SHS FDS | $42.84万 | 0.00% | 5,635 | 5,635 | — | $42.84万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $42.89万 | 0.00% | 6,711 | -1,416 | -17.4% | -$9.05万 | 减仓 |
| HELE | HELEN OF TROY LTD | $43.16万 | 0.00% | 29,934 | 18,518 | 162.2% | $26.70万 | 重新持有 |
| UGP | ULTRAPAR PARTICIPACOES SA | $43.19万 | 0.00% | 78,382 | -1,218 | -1.5% | -$6,711 | 减仓 |
| — | LOANDEPOT INC | $43.30万 | 0.00% | 304,945 | 196,199 | 180.4% | $27.86万 | 加仓 |
| WINA | WINMARK CORP | $43.48万 | 0.00% | 1,017 | 176 | 20.9% | $7.53万 | 加仓 |
| AAEQ | EA SERIES TRUST | $43.62万 | 0.00% | 9,378 | 0 | 0.0% | — | 不变 |
| BANC | BANC OF CALIFORNIA INC | $43.66万 | 0.00% | 24,835 | -9,914 | -28.5% | -$17.43万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $43.83万 | 0.00% | 45,700 | -1,894 | -4.0% | -$1.82万 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $43.84万 | 0.00% | 30,551 | 12,551 | 69.7% | $18.01万 | 加仓 |
| CE | CELANESE CORP DEL | $43.92万 | 0.00% | 6,677 | 6,677 | — | $43.92万 | 新建仓 |
| — | THE REAL BROKERAGE INC | $43.92万 | 0.00% | 175,681 | -178,638 | -50.4% | -$44.66万 | 减仓 |
| DBAW | DBX ETF TR | $44.02万 | 0.00% | 10,311 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $44.12万 | 0.00% | 1,500 | 1,500 | — | $44.12万 | 新建仓 |
| LIT | GLOBAL X FDS | $44.15万 | 0.00% | 5,938 | -363 | -5.8% | -$2.70万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $44.25万 | 0.00% | 17,252 | 7,056 | 69.2% | $18.10万 | 加仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $44.31万 | 0.00% | 34,781 | 1,089 | 3.2% | $1.39万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $44.53万 | 0.00% | 8,766 | -499 | -5.4% | -$2.53万 | 减仓 |
| — | BARINGS CORPORATE INVS | $44.66万 | 0.00% | 25,908 | 521 | 2.1% | $8,982 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $44.96万 | 0.00% | 8,216 | 0 | 0.0% | — | 不变 |
| V | VISA INC 看跌期权 | $45.34万 | 0.00% | 1,500 | 1,500 | — | $45.34万 | 新建仓 |
| CROX | CROCS INC | $45.39万 | 0.00% | 5,467 | -4,870 | -47.1% | -$40.43万 | 减仓 |
| — | HOYNE BANCORP INC | $45.47万 | 0.00% | 31,410 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $45.49万 | 0.00% | 19,232 | 19,232 | — | $45.49万 | 新建仓 |
| BGS | B & G FOODS INC | $45.53万 | 0.00% | 94,661 | 23,812 | 33.6% | $11.45万 | 加仓 |
| PLTK | PLAYTIKA HLDG CORP | $45.59万 | 0.00% | 164,009 | -285,666 | -63.5% | -$79.42万 | 减仓 |
| — | ISHARES TR | $45.70万 | 0.00% | 17,416 | 17,416 | — | $45.70万 | 新建仓 |
| — | ISHARES TR | $45.75万 | 0.00% | 17,518 | 17,518 | — | $45.75万 | 新建仓 |
| PD | PAGERDUTY INC | $45.98万 | 0.00% | 74,036 | 50,255 | 211.3% | $31.21万 | 重新持有 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $46.10万 | 0.00% | 13,875 | -32,248 | -69.9% | -$107.14万 | 减仓 |
| — | ADVISORSHARES TR | $46.10万 | 0.00% | 7,118 | -3,082 | -30.2% | -$19.96万 | 减仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $46.14万 | 0.00% | 75,154 | 21,762 | 40.8% | $13.36万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $46.29万 | 0.00% | 11,908 | 593 | 5.2% | $2.31万 | 加仓 |
| NCNO | NCINO INC | $46.34万 | 0.00% | 30,934 | 30,934 | — | $46.34万 | 新建仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $46.46万 | 0.00% | 22,587 | -3,837 | -14.5% | -$7.89万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $46.60万 | 0.00% | 16,659 | 16,659 | — | $46.60万 | 新建仓 |
| KBR | KBR INC | $46.65万 | 0.00% | 12,657 | -22,661 | -64.2% | -$83.53万 | 减仓 |
| TXNM | TXNM ENERGY INC | $46.66万 | 0.00% | 7,981 | 2,664 | 50.1% | $15.57万 | 加仓 |
| GLP | GLOBAL PARTNERS LP | $46.87万 | 0.00% | 11,134 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES TR | $46.90万 | 0.00% | 9,393 | 9,393 | — | $46.90万 | 新建仓 |
| LMND | LEMONADE INC | $46.97万 | 0.00% | 7,494 | -644 | -7.9% | -$4.04万 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $46.98万 | 0.00% | 3,597 | -687 | -16.0% | -$8.97万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $47.03万 | 0.00% | 26,692 | 3,706 | 16.1% | $6.53万 | 加仓 |
| BULL | WEBULL CORP | $47.06万 | 0.00% | 98,034 | 98,034 | — | $47.06万 | 新建仓 |
| — | SEVEN HILLS REALTY TRUST | $47.07万 | 0.00% | 57,261 | 57,261 | — | $47.07万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $47.09万 | 0.00% | 18,481 | 18,481 | — | $47.09万 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $47.19万 | 0.00% | 5,114 | 1,154 | 29.1% | $10.65万 | 加仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $47.27万 | 0.00% | 68,403 | 38,111 | 125.8% | $26.33万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $47.29万 | 0.00% | 6,155 | 6,155 | — | $47.29万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $47.35万 | 0.00% | 20,878 | 8,876 | 74.0% | $20.13万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $47.39万 | 0.00% | 12,003 | 1,143 | 10.5% | $4.51万 | 加仓 |