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 |
|---|---|---|---|---|---|---|---|---|
| ABEV | AMBEV SA | $64.46万 | 0.00% | 220,748 | 51,420 | 30.4% | $15.01万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $64.76万 | 0.00% | 17,850 | 17,850 | — | $64.76万 | 新建仓 |
| VALE | VALE S A | $64.78万 | 0.00% | 40,525 | 2,011 | 5.2% | $3.21万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $64.92万 | 0.00% | 5,092 | 585 | 13.0% | $7.46万 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $65.06万 | 0.00% | 39,002 | -615 | -1.6% | -$1.03万 | 减仓 |
| IXC | ISHARES TR | $65.06万 | 0.00% | 11,293 | -1,428 | -11.2% | -$8.23万 | 减仓 |
| DBEU | DBX ETF TR | $65.50万 | 0.00% | 13,445 | -7,375 | -35.4% | -$35.93万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $65.54万 | 0.00% | 3,305 | 241 | 7.9% | $4.78万 | 加仓 |
| AVPT | AVEPOINT INC | $65.72万 | 0.00% | 69,111 | 15,706 | 29.4% | $14.94万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $65.76万 | 0.00% | 56,422 | 7,881 | 16.2% | $9.19万 | 加仓 |
| — | LEGGETT & PLATT INC | $65.81万 | 0.00% | 66,610 | 2,086 | 3.2% | $2.06万 | 加仓 |
| LKFN | LAKELAND FINL CORP | $65.86万 | 0.00% | 11,478 | 1,015 | 9.7% | $5.82万 | 加仓 |
| LRCX | LAM RESEARCH CORP 看涨期权 | $66.23万 | 0.00% | 3,100 | 3,100 | — | $66.23万 | 新建仓 |
| KMPR | KEMPER CORP | $66.41万 | 0.00% | 21,730 | -11,988 | -35.6% | -$36.64万 | 减仓 |
| KT | KT CORP | $66.46万 | 0.00% | 30,982 | -1,314 | -4.1% | -$2.82万 | 减仓 |
| LGIH | LGI HOMES INC | $66.55万 | 0.00% | 16,836 | -1,746 | -9.4% | -$6.90万 | 减仓 |
| AGNC | AGNC INVT CORP | $66.58万 | 0.00% | 66,376 | 9,374 | 16.4% | $9.40万 | 加仓 |
| DLS | WISDOMTREE TR | $66.60万 | 0.00% | 8,171 | -233 | -2.8% | -$1.90万 | 减仓 |
| LKQ | LKQ CORP | $66.81万 | 0.00% | 22,747 | -230,275 | -91.0% | -$676.32万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $66.81万 | 0.00% | 31,892 | 16,214 | 103.4% | $33.97万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $66.82万 | 0.00% | 19,683 | 19,683 | — | $66.82万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $67.13万 | 0.00% | 3,300 | 3,300 | — | $67.13万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $67.20万 | 0.00% | 29,244 | 29,244 | — | $67.20万 | 新建仓 |
| WRLD | WORLD ACCEP CORPORATION | $67.29万 | 0.00% | 4,983 | 3,644 | 272.1% | $49.21万 | 重新持有 |
| ENVA | ENOVA INTL INC | $67.33万 | 0.00% | 4,957 | 732 | 17.3% | $9.94万 | 加仓 |
| NVO | NOVO-NORDISK A S 看跌期权 | $67.62万 | 0.00% | 18,400 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $67.66万 | 0.00% | 17,226 | 8,962 | 108.4% | $35.20万 | 加仓 |
| IBTL | ISHARES TR | $67.77万 | 0.00% | 33,222 | 8,457 | 34.1% | $17.25万 | 加仓 |
| ORC | ORCHID IS CAP INC | $68.01万 | 0.00% | 96,737 | 96,737 | — | $68.01万 | 新建仓 |
| UNFI | UNITED NAT FOODS INC | $68.23万 | 0.00% | 15,142 | -4,979 | -24.7% | -$22.44万 | 减仓 |
| HYDB | ISHARES TR | $68.24万 | 0.00% | 14,669 | 535 | 3.8% | $2.49万 | 加仓 |
| FLO | FLOWERS FOODS INC | $68.29万 | 0.00% | 83,788 | -21,058 | -20.1% | -$17.16万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $68.35万 | 0.00% | 132,203 | 21,110 | 19.0% | $10.91万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $68.37万 | 0.00% | 15,019 | 2,243 | 17.6% | $10.21万 | 加仓 |
| BXP | BXP INC | $68.42万 | 0.00% | 13,183 | -7,082 | -34.9% | -$36.75万 | 减仓 |
| COPX | GLOBAL X FDS | $68.55万 | 0.00% | 8,978 | 527 | 6.2% | $4.02万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $68.60万 | 0.00% | 17,416 | 221 | 1.3% | $8,705 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $68.92万 | 0.00% | 16,918 | 6,218 | 58.1% | $25.33万 | 加仓 |
| REX | REX AMERICAN RES CORP | $69.42万 | 0.00% | 15,234 | 144 | 1.0% | $6,562 | 加仓 |
| IBTK | ISHARES TR | $69.59万 | 0.00% | 35,287 | 9,637 | 37.6% | $19.00万 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $69.61万 | 0.00% | 86,563 | 4,553 | 5.6% | $3.66万 | 加仓 |
| PTC | PTC INC | $69.72万 | 0.00% | 4,893 | 1,327 | 37.2% | $18.91万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $69.85万 | 0.00% | 12,786 | 2,219 | 21.0% | $12.12万 | 加仓 |
| AZZ | AZZ INC | $69.87万 | 0.00% | 5,584 | 712 | 14.6% | $8.91万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $69.88万 | 0.00% | 35,185 | 18,069 | 105.6% | $35.89万 | 重新持有 |
| QTWO | Q2 HLDGS INC | $69.99万 | 0.00% | 14,797 | 3,948 | 36.4% | $18.67万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $70.01万 | 0.00% | 46,834 | -37,401 | -44.4% | -$55.91万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $70.36万 | 0.00% | 2,872 | -1,831 | -38.9% | -$44.86万 | 减仓 |
| IBHG | ISHARES TR | $70.37万 | 0.00% | 31,797 | 31,797 | — | $70.37万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $70.40万 | 0.00% | 32,163 | 2,807 | 9.6% | $6.14万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $70.46万 | 0.00% | 4,085 | -2,163 | -34.6% | -$37.31万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $70.48万 | 0.00% | 9,993 | 4,489 | 81.6% | $31.66万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $70.53万 | 0.00% | 7,545 | 2,056 | 37.5% | $19.22万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $70.56万 | 0.00% | 16,332 | 16,332 | — | $70.56万 | 新建仓 |
| PAVE | GLOBAL X FDS | $70.72万 | 0.00% | 13,918 | 3,098 | 28.6% | $15.74万 | 加仓 |
| CAT | CATERPILLAR INC 看跌期权 | $70.85万 | 0.00% | 1,000 | 1,000 | — | $70.85万 | 新建仓 |
| KNF | KNIFE RIVER CORP | $70.87万 | 0.00% | 8,680 | -3,661 | -29.7% | -$29.89万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $71.12万 | 0.00% | 19,878 | 13,702 | 221.9% | $49.03万 | 加仓 |
| COCO | VITA COCO CO INC | $71.31万 | 0.00% | 14,885 | 1,779 | 13.6% | $8.52万 | 加仓 |
| WU | WESTERN UN CO | $71.36万 | 0.00% | 81,745 | 11,373 | 16.2% | $9.93万 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $71.54万 | 0.00% | 1,100 | 1,100 | — | $71.54万 | 新建仓 |
| CBT | CABOT CORP | $71.54万 | 0.00% | 9,499 | 4,285 | 82.2% | $32.27万 | 加仓 |
| TCBK | TRICO BANCSHARES | $71.54万 | 0.00% | 15,049 | -588 | -3.8% | -$2.80万 | 减仓 |
| DON | WISDOMTREE TR | $71.59万 | 0.00% | 13,626 | 3,222 | 31.0% | $16.93万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $71.63万 | 0.00% | 15,975 | 15,975 | — | $71.63万 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $71.75万 | 0.00% | 19,718 | 11,198 | 131.4% | $40.75万 | 加仓 |
| WDFC | WD 40 CO | $71.87万 | 0.00% | 3,524 | 1,002 | 39.7% | $20.43万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $71.87万 | 0.00% | 9,597 | 2,688 | 38.9% | $20.13万 | 加仓 |
| PLAB | PHOTRONICS INC | $71.90万 | 0.00% | 17,793 | -1,945 | -9.9% | -$7.86万 | 减仓 |
| — | SEALED AIR CORP NEW | $72.26万 | 0.00% | 17,183 | 1,431 | 9.1% | $6.02万 | 加仓 |
| CRC | CALIFORNIA RES CORP | $72.28万 | 0.00% | 10,441 | -949 | -8.3% | -$6.57万 | 减仓 |
| BRZE | BRAZE INC | $72.35万 | 0.00% | 30,643 | 18,716 | 156.9% | $44.19万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $72.40万 | 0.00% | 6,747 | -1,421 | -17.4% | -$15.25万 | 减仓 |
| — | SSGA ACTIVE TR | $72.41万 | 0.00% | 23,720 | 23,720 | — | $72.41万 | 新建仓 |
| CHCO | CITY HLDG CO | $72.42万 | 0.00% | 6,059 | -4 | -0.1% | -$478 | 减仓 |
| CRD/A | CRAWFORD & CO | $72.82万 | 0.00% | 73,038 | 9,909 | 15.7% | $9.88万 | 加仓 |
| PHR | PHREESIA INC | $72.85万 | 0.00% | 86,934 | 55,934 | 180.4% | $46.87万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $73.46万 | 0.00% | 24,943 | 13,026 | 109.3% | $38.36万 | 重新持有 |
| WMG | WARNER MUSIC GROUP CORP | $73.55万 | 0.00% | 28,797 | 13,066 | 83.1% | $33.37万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $73.72万 | 0.00% | 14,527 | 3,580 | 32.7% | $18.17万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $73.96万 | 0.00% | 10,856 | -348 | -3.1% | -$2.37万 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED | $73.99万 | 0.00% | 8,742 | 155 | 1.8% | $1.31万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $74.12万 | 0.00% | 43,042 | -19,263 | -30.9% | -$33.17万 | 减仓 |
| — | FIDELITY ETHEREUM FD | $74.19万 | 0.00% | 35,532 | -10,545 | -22.9% | -$22.02万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $74.31万 | 0.00% | 4,969 | -7,529 | -60.2% | -$112.59万 | 减仓 |
| DY | DYCOM INDS INC | $74.34万 | 0.00% | 2,194 | -1,115 | -33.7% | -$37.78万 | 减仓 |
| IXJ | ISHARES TR | $74.40万 | 0.00% | 7,954 | 3,284 | 70.3% | $30.72万 | 加仓 |
| KBH | KB HOME | $74.42万 | 0.00% | 14,379 | -1,085 | -7.0% | -$5.62万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $74.45万 | 0.00% | 13,364 | -495 | -3.6% | -$2.76万 | 减仓 |
| IMTM | ISHARES TR | $74.48万 | 0.00% | 15,509 | -7,664 | -33.1% | -$36.80万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $74.73万 | 0.00% | 20,576 | 1,602 | 8.4% | $5.82万 | 加仓 |
| DT | DYNATRACE INC | $74.78万 | 0.00% | 20,221 | 20,221 | — | $74.78万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $74.80万 | 0.00% | 9,981 | -5,631 | -36.1% | -$42.20万 | 减仓 |
| SAFT | SAFETY INS GROUP INC | $75.08万 | 0.00% | 10,336 | 442 | 4.5% | $3.21万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $75.10万 | 0.00% | 14,990 | 1,336 | 9.8% | $6.69万 | 重新持有 |
| UPWK | UPWORK INC | $75.20万 | 0.00% | 68,610 | -12,319 | -15.2% | -$13.50万 | 减仓 |
| FTRE | FORTREA HLDGS INC | $75.50万 | 0.00% | 80,147 | 13,491 | 20.2% | $12.71万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $75.50万 | 0.00% | 10,165 | 10,165 | — | $75.50万 | 新建仓 |
| TNK | TEEKAY TANKERS LTD | $75.54万 | 0.00% | 10,302 | 3,518 | 51.9% | $25.80万 | 加仓 |
| PATH | UIPATH INC | $75.67万 | 0.00% | 68,171 | -5,208 | -7.1% | -$5.78万 | 减仓 |