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 |
|---|---|---|---|---|---|---|---|---|
| PRIM | PRIMORIS SVCS CORP | $47.50万 | 0.00% | 3,320 | 37 | 1.1% | $5,293 | 加仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $47.79万 | 0.00% | 10,557 | -150 | -1.4% | -$6,790 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $47.81万 | 0.00% | 10,061 | 1,196 | 13.5% | $5.68万 | 加仓 |
| FULT | FULTON FINL CORP PA | $47.83万 | 0.00% | 23,517 | -13,011 | -35.6% | -$26.46万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $47.84万 | 0.00% | 21,009 | 4,182 | 24.9% | $9.52万 | 加仓 |
| TNET | TRINET GROUP INC | $47.85万 | 0.00% | 13,136 | 6,225 | 90.1% | $22.68万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $47.89万 | 0.00% | 17,791 | 17,791 | — | $47.89万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $48.00万 | 0.00% | 33,614 | 2,565 | 8.3% | $3.66万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $48.05万 | 0.00% | 9,545 | 376 | 4.1% | $1.89万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $48.07万 | 0.00% | 20,139 | -17,388 | -46.3% | -$41.51万 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $48.08万 | 0.00% | 16,889 | 2,724 | 19.2% | $7.76万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $48.10万 | 0.00% | 9,494 | 9,494 | — | $48.10万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $48.12万 | 0.00% | 9,464 | -1,146 | -10.8% | -$5.83万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $48.15万 | 0.00% | 51,882 | -701 | -1.3% | -$6,505 | 减仓 |
| AAPL | APPLE INC 看涨期权 | $48.22万 | 0.00% | 1,900 | 1,900 | — | $48.22万 | 新建仓 |
| HLF | HERBALIFE LTD | $48.26万 | 0.00% | 32,786 | 2,176 | 7.1% | $3.20万 | 加仓 |
| AAUA | EA SERIES TRUST | $48.33万 | 0.00% | 9,874 | 9,874 | — | $48.33万 | 新建仓 |
| KBE | SPDR SERIES TRUST | $48.43万 | 0.00% | 8,132 | 3,420 | 72.6% | $20.37万 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $48.43万 | 0.00% | 36,800 | 23,828 | 183.7% | $31.36万 | 加仓 |
| ENIC | ENEL CHILE SA | $48.55万 | 0.00% | 123,235 | 3,204 | 2.7% | $1.26万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $48.65万 | 0.00% | 109,819 | 34,749 | 46.3% | $15.39万 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $48.88万 | 0.00% | 38,703 | 11,493 | 42.2% | $14.52万 | 加仓 |
| CLDT | CHATHAM LODGING TR | $48.89万 | 0.00% | 62,128 | 42,842 | 222.1% | $33.72万 | 加仓 |
| RGNX | REGENXBIO INC | $48.92万 | 0.00% | 58,377 | -13,111 | -18.3% | -$10.99万 | 减仓 |
| SPSC | SPS COMM INC | $48.94万 | 0.00% | 8,791 | 8,791 | — | $48.94万 | 新建仓 |
| EYE | NATIONAL VISION HLDGS INC | $48.95万 | 0.00% | 18,900 | -2,422 | -11.4% | -$6.27万 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $49.09万 | 0.00% | 1,988 | -32 | -1.6% | -$7,901 | 减仓 |
| MOV | MOVADO GROUP INC | $49.12万 | 0.00% | 20,115 | 20,115 | — | $49.12万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $49.47万 | 0.00% | 7,283 | 7,283 | — | $49.47万 | 新建仓 |
| FIVN | FIVE9 INC | $49.59万 | 0.00% | 32,689 | 32,689 | — | $49.59万 | 新建仓 |
| CSR | CENTERSPACE | $49.69万 | 0.00% | 8,650 | -832 | -8.8% | -$4.78万 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $49.80万 | 0.00% | 20,871 | -89,796 | -81.1% | -$214.25万 | 减仓 |
| — | PUTNAM ETF TRUST | $49.92万 | 0.00% | 60,000 | 60,000 | — | $49.92万 | 新建仓 |
| PJUN | INNOVATOR ETFS TRUST | $49.95万 | 0.00% | 11,941 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP | $50.06万 | 0.00% | 63,042 | -79 | -0.1% | -$627 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $50.06万 | 0.00% | 22,051 | -121,399 | -84.6% | -$275.58万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $50.29万 | 0.00% | 34,780 | 382 | 1.1% | $5,524 | 加仓 |
| GCC | WISDOMTREE TR | $50.31万 | 0.00% | 21,015 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INC | $50.32万 | 0.00% | 11,992 | 2,331 | 24.1% | $9.78万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $50.33万 | 0.00% | 13,100 | 13,100 | — | $50.33万 | 新建仓 |
| RAL | RALLIANT CORP | $50.35万 | 0.00% | 12,106 | -7,593 | -38.5% | -$31.58万 | 减仓 |
| BLZE | BACKBLAZE INC | $50.36万 | 0.00% | 145,975 | 27,500 | 23.2% | $9.49万 | 加仓 |
| — | MCCORMICK & CO INC | $50.38万 | 0.00% | 10,001 | -17 | -0.2% | -$856 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $50.54万 | 0.00% | 10,746 | -1,295 | -10.8% | -$6.09万 | 减仓 |
| DTD | WISDOMTREE TR | $50.60万 | 0.00% | 5,859 | -165 | -2.7% | -$1.42万 | 减仓 |
| EWJ | ISHARES INC 看涨期权 | $50.66万 | 0.00% | 6,000 | 6,000 | — | $50.66万 | 新建仓 |
| DAVE | DAVE INC | $50.71万 | 0.00% | 2,913 | 77 | 2.7% | $1.34万 | 加仓 |
| ESAB | ESAB CORPORATION | $50.77万 | 0.00% | 5,252 | 401 | 8.3% | $3.88万 | 加仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $50.78万 | 0.00% | 260,391 | -14,721 | -5.4% | -$2.87万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $51.02万 | 0.00% | 9,776 | 194 | 2.0% | $1.01万 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $51.13万 | 0.00% | 27,272 | 19 | 0.1% | $356 | 加仓 |
| — | ISHARES TR | $51.21万 | 0.00% | 11,763 | -1,737 | -12.9% | -$7.56万 | 减仓 |
| ICLN | ISHARES TR | $51.24万 | 0.00% | 28,014 | -3,030 | -9.8% | -$5.54万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $51.25万 | 0.00% | 45,635 | -11,640 | -20.3% | -$13.07万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $51.29万 | 0.00% | 5,177 | 44 | 0.9% | $4,360 | 加仓 |
| FUTU | FUTU HLDGS LTD | $51.38万 | 0.00% | 3,757 | 767 | 25.7% | $10.49万 | 加仓 |
| ANIK | ANIKA THERAPEUTICS INC | $51.43万 | 0.00% | 35,466 | 3,691 | 11.6% | $5.35万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $51.52万 | 0.00% | 1,599 | -2,328 | -59.3% | -$75.01万 | 减仓 |
| OEC | ORION S.A. | $51.60万 | 0.00% | 79,381 | 38,908 | 96.1% | $25.29万 | 加仓 |
| — | FLUSHING FINL CORP | $51.76万 | 0.00% | 33,697 | 4,094 | 13.8% | $6.29万 | 加仓 |
| WCLD | WISDOMTREE TR | $51.79万 | 0.00% | 18,955 | 3,652 | 23.9% | $9.98万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $52.13万 | 0.00% | 6,077 | -421 | -6.5% | -$3.61万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $52.14万 | 0.00% | 9,227 | 2,043 | 28.4% | $11.54万 | 加仓 |
| PRI | PRIMERICA INC | $52.20万 | 0.00% | 2,083 | -3,542 | -63.0% | -$88.76万 | 重新持有 |
| FSLY | FASTLY INC | $52.37万 | 0.00% | 18,023 | 18,023 | — | $52.37万 | 新建仓 |
| CABO | CABLE ONE INC | $52.49万 | 0.00% | 5,755 | -1,029 | -15.2% | -$9.39万 | 减仓 |
| CRH | CRH PLC 看跌期权 | $52.56万 | 0.00% | 5,000 | 5,000 | — | $52.56万 | 新建仓 |
| PLUS | EPLUS INC | $52.80万 | 0.00% | 7,016 | -627 | -8.2% | -$4.72万 | 减仓 |
| VVV | VALVOLINE INC | $52.84万 | 0.00% | 15,688 | 7,298 | 87.0% | $24.58万 | 重新持有 |
| OIS | OIL STS INTL INC | $52.96万 | 0.00% | 45,498 | 15,541 | 51.9% | $18.09万 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $52.98万 | 0.00% | 29,369 | -5,055 | -14.7% | -$9.12万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $52.99万 | 0.00% | 11,456 | 531 | 4.9% | $2.46万 | 加仓 |
| COMP | COMPASS INC | $53.23万 | 0.00% | 72,823 | 7,190 | 11.0% | $5.26万 | 加仓 |
| IBHF | ISHARES TR | $53.36万 | 0.00% | 23,252 | 23,252 | — | $53.36万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $53.45万 | 0.00% | 104,798 | 84,111 | 406.6% | $42.90万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $53.52万 | 0.00% | 8,219 | 8,219 | — | $53.52万 | 新建仓 |
| PRG | PROG HOLDINGS INC | $53.62万 | 0.00% | 18,688 | 5,227 | 38.8% | $15.00万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $53.65万 | 0.00% | 46,087 | 12,317 | 36.5% | $14.34万 | 加仓 |
| CRI | CARTERS INC | $53.65万 | 0.00% | 15,004 | -1,784 | -10.6% | -$6.38万 | 减仓 |
| — | VANECK ETF TRUST | $53.74万 | 0.00% | 25,057 | 25,057 | — | $53.74万 | 新建仓 |
| DEHP | DIMENSIONAL ETF TRUST | $53.77万 | 0.00% | 15,912 | 15,912 | — | $53.77万 | 新建仓 |
| USIG | ISHARES TR | $53.79万 | 0.00% | 10,500 | -2,735 | -20.7% | -$14.01万 | 减仓 |
| NLR | VANECK ETF TRUST | $53.83万 | 0.00% | 4,041 | 575 | 16.6% | $7.66万 | 加仓 |
| SDCI | USCF ETF TR | $54.00万 | 0.00% | 19,825 | 19,825 | — | $54.00万 | 新建仓 |
| — | RGC RES INC | $54.25万 | 0.00% | 24,602 | 7,356 | 42.7% | $16.22万 | 加仓 |
| DIOD | DIODES INC | $54.41万 | 0.00% | 7,970 | 7,970 | — | $54.41万 | 新建仓 |
| — | LAZARD ACTIVE ETF TR | $54.53万 | 0.00% | 20,892 | -14 | -0.1% | -$365 | 减仓 |
| — | NEOS ETF TRUST | $54.59万 | 0.00% | 11,034 | 92 | 0.8% | $4,552 | 加仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $54.71万 | 0.00% | 20,455 | 20,455 | — | $54.71万 | 新建仓 |
| IYT | ISHARES TR | $54.85万 | 0.00% | 7,352 | 2,352 | 47.0% | $17.55万 | 加仓 |
| INTA | INTAPP INC | $54.88万 | 0.00% | 21,361 | 21,361 | — | $54.88万 | 新建仓 |
| VAL | VALARIS LTD | $54.92万 | 0.00% | 5,602 | 5,602 | — | $54.92万 | 新建仓 |
| EVUS | ISHARES TR | $54.96万 | 0.00% | 17,265 | 17,265 | — | $54.96万 | 新建仓 |
| LNN | LINDSAY CORP | $55.00万 | 0.00% | 4,619 | 134 | 3.0% | $1.60万 | 加仓 |
| TDTT | FLEXSHARES TR | $55.07万 | 0.00% | 22,719 | -1,541 | -6.4% | -$3.74万 | 减仓 |
| DDS | DILLARDS INC | $55.12万 | 0.00% | 963 | 93 | 10.7% | $5.32万 | 加仓 |
| TPC | TUTOR PERINI CORP | $55.31万 | 0.00% | 7,165 | -1,131 | -13.6% | -$8.73万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $55.31万 | 0.00% | 5,425 | 3,070 | 130.4% | $31.30万 | 加仓 |
| — | UNITED SEC BANCSHARES CALIF | $55.33万 | 0.00% | 52,647 | -43 | -0.1% | -$452 | 减仓 |
| FIGS | FIGS INC | $55.41万 | 0.00% | 37,513 | 7,438 | 24.7% | $10.99万 | 加仓 |