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 |
|---|---|---|---|---|---|---|---|---|
| SPB | SPECTRUM BRANDS HOLDINGS INC | $161.59万 | 0.00% | 18,844 | 2,282 | 13.8% | $19.57万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $161.77万 | 0.00% | 48,303 | 22,353 | 86.1% | $74.86万 | 加仓 |
| KRC | KILROY REALTY CORP | $162.17万 | 0.00% | 43,279 | 43,279 | — | $162.17万 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC | $162.40万 | 0.00% | 57,506 | 23 | 0.0% | $650 | 加仓 |
| XAR | SPDR SERIES TRUST | $162.78万 | 0.00% | 5,736 | 231 | 4.2% | $6.56万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $162.99万 | 0.00% | 16,288 | 441 | 2.8% | $4.41万 | 加仓 |
| ALAB | ASTERA LABS INC | $163.68万 | 0.00% | 3,390 | 1,116 | 49.1% | $53.89万 | 重新持有 |
| AMBA | AMBARELLA INC | $163.82万 | 0.00% | 19,093 | 3,056 | 19.1% | $26.22万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $163.94万 | 0.00% | 124,573 | 7,767 | 6.6% | $10.22万 | 加仓 |
| IMNM | IMMUNOME INC | $164.35万 | 0.00% | 77,561 | -6,020 | -7.2% | -$12.76万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $164.76万 | 0.00% | 437,039 | 347,731 | 389.4% | $131.09万 | 加仓 |
| AOR | ISHARES TR | $165.45万 | 0.00% | 23,806 | 11,570 | 94.6% | $80.41万 | 加仓 |
| EAGG | ISHARES TR | $165.54万 | 0.00% | 34,916 | 10,247 | 41.5% | $48.58万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $166.12万 | 0.00% | 49,193 | 7,530 | 18.1% | $25.43万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $166.19万 | 0.00% | 28,481 | 3,630 | 14.6% | $21.18万 | 加仓 |
| SCSC | SCANSOURCE INC | $166.77万 | 0.00% | 32,015 | 32,015 | — | $166.77万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $166.83万 | 0.00% | 114,505 | 719 | 0.6% | $1.05万 | 加仓 |
| ALKS | ALKERMES PLC | $167.69万 | 0.00% | 32,005 | 169 | 0.5% | $8,855 | 加仓 |
| SIL | GLOBAL X FDS | $167.83万 | 0.00% | 21,667 | -84 | -0.4% | -$6,506 | 减仓 |
| PGNY | PROGYNY INC | $168.10万 | 0.00% | 58,306 | 25,592 | 78.2% | $73.78万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $168.18万 | 0.00% | 33,982 | -34,868 | -50.6% | -$172.56万 | 减仓 |
| CRVL | CORVEL CORP | $168.20万 | 0.00% | 26,904 | 8,353 | 45.0% | $52.22万 | 加仓 |
| CTRE | CARETRUST REIT INC | $168.29万 | 0.00% | 41,707 | -2,515 | -5.7% | -$10.15万 | 减仓 |
| PD | PAGERDUTY INC | $168.74万 | 0.00% | 174,856 | 100,820 | 136.2% | $97.29万 | 加仓 |
| E | ENI SPA | $169.31万 | 0.00% | 36,131 | 2,095 | 6.2% | $9.82万 | 加仓 |
| RNG | RINGCENTRAL INC | $169.42万 | 0.00% | 43,463 | 10,241 | 30.8% | $39.92万 | 加仓 |
| GRNY | TIDAL TRUST I | $169.62万 | 0.00% | 61,344 | -4,410 | -6.7% | -$12.19万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $169.92万 | 0.00% | 16,595 | -964 | -5.5% | -$9.87万 | 减仓 |
| MP | MP MATERIALS CORP | $170.05万 | 0.00% | 30,366 | 2,442 | 8.7% | $13.68万 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $170.68万 | 0.00% | 34,375 | -1,904 | -5.2% | -$9.45万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $170.90万 | 0.00% | 56,125 | -4,204 | -7.0% | -$12.80万 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $171.28万 | 0.00% | 18,360 | -181 | -1.0% | -$1.69万 | 减仓 |
| ABM | ABM INDS INC | $171.95万 | 0.00% | 38,867 | 30,345 | 356.1% | $134.25万 | 加仓 |
| WHD | CACTUS INC | $172.06万 | 0.00% | 33,587 | 25,056 | 293.7% | $128.36万 | 加仓 |
| LYFT | LYFT INC | $172.55万 | 0.00% | 118,107 | -131,498 | -52.7% | -$192.12万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $172.76万 | 0.00% | 7,516 | 12 | 0.2% | $2,758 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $172.95万 | 0.00% | 22,864 | -3,047 | -11.8% | -$23.05万 | 减仓 |
| HXL | HEXCEL CORP NEW | $173.31万 | 0.00% | 17,320 | 148 | 0.9% | $1.48万 | 加仓 |
| DGII | DIGI INTL INC | $173.50万 | 0.00% | 23,149 | -3,964 | -14.6% | -$29.71万 | 减仓 |
| FMC | FMC CORP | $173.51万 | 0.00% | 150,875 | -169,872 | -53.0% | -$195.35万 | 减仓 |
| GMED | GLOBUS MED INC | $173.99万 | 0.00% | 22,021 | -38,549 | -63.6% | -$304.57万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $174.00万 | 0.00% | 6,573 | -8,421 | -56.2% | -$222.92万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $174.89万 | 0.00% | 39,318 | 60 | 0.2% | $2,669 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $175.85万 | 0.00% | 23,534 | -3,369 | -12.5% | -$25.17万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $175.93万 | 0.00% | 10,967 | -13,803 | -55.7% | -$221.42万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $176.21万 | 0.00% | 21,098 | -1,104 | -5.0% | -$9.22万 | 减仓 |
| BULL | WEBULL CORP | $176.31万 | 0.00% | 270,408 | 172,374 | 175.8% | $112.39万 | 加仓 |
| YOU | CLEAR SECURE INC | $177.25万 | 0.00% | 31,804 | -2,202 | -6.5% | -$12.27万 | 减仓 |
| TBBK | BANCORP INC DEL | $178.65万 | 0.00% | 28,520 | 714 | 2.6% | $4.47万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $178.68万 | 0.00% | 65,908 | 5,753 | 9.6% | $15.60万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $179.12万 | 0.00% | 37,687 | 0 | 0.0% | — | 不变 |
| KEP | KOREA ELEC PWR CORP | $179.51万 | 0.00% | 148,353 | 48,094 | 48.0% | $58.19万 | 加仓 |
| PULS | PGIM ETF TR | $179.51万 | 0.00% | 36,229 | -2,993 | -7.6% | -$14.83万 | 减仓 |
| EPP | ISHARES INC | $179.66万 | 0.00% | 33,733 | 10,589 | 45.8% | $56.40万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $179.76万 | 0.00% | 25,955 | -467 | -1.8% | -$3.23万 | 减仓 |
| TBIL | RBB FD INC | $180.10万 | 0.00% | 36,121 | -10,184 | -22.0% | -$50.78万 | 减仓 |
| TS | TENARIS S A | $180.14万 | 0.00% | 32,463 | 840 | 2.7% | $4.66万 | 加仓 |
| EFA | ISHARES TR 看涨期权 | $180.75万 | 0.00% | 17,400 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $181.18万 | 0.00% | 11,646 | 11,646 | — | $181.18万 | 新建仓 |
| FORM | FORMFACTOR INC | $181.34万 | 0.00% | 11,339 | -247 | -2.1% | -$3.95万 | 减仓 |
| NULG | NUSHARES ETF TR | $181.71万 | 0.00% | 15,523 | 34 | 0.2% | $3,980 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $181.92万 | 0.00% | 39,929 | -6,315 | -13.7% | -$28.77万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $182.61万 | 0.00% | 73,248 | 2,985 | 4.2% | $7.44万 | 加仓 |
| HELE | HELEN OF TROY LTD | $183.18万 | 0.00% | 63,015 | 33,081 | 110.5% | $96.17万 | 加仓 |
| FICO | FAIR ISAAC CORP | $183.29万 | 0.00% | 1,534 | 253 | 19.8% | $30.23万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $183.45万 | 0.00% | 10,597 | -453 | -4.1% | -$7.84万 | 减仓 |
| BYD | BOYD GAMING CORP | $183.61万 | 0.00% | 20,786 | 10,605 | 104.2% | $93.68万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $184.02万 | 0.00% | 22,044 | -5,389 | -19.6% | -$44.99万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $184.82万 | 0.00% | 27,261 | -2,654 | -8.9% | -$17.99万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $185.09万 | 0.00% | 38,046 | 18,930 | 99.0% | $92.09万 | 加仓 |
| SAIL | SAILPOINT INC | $185.14万 | 0.00% | 126,463 | -958 | -0.8% | -$1.40万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $185.34万 | 0.00% | 61,432 | -12,900 | -17.4% | -$38.92万 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $185.43万 | 0.00% | 167,504 | 149,082 | 809.3% | $165.03万 | 加仓 |
| TQQQ | PROSHARES TR | $185.45万 | 0.00% | 22,898 | -12,242 | -34.8% | -$99.15万 | 减仓 |
| LII | LENNOX INTL INC | $186.29万 | 0.00% | 3,251 | 137 | 4.4% | $7.85万 | 加仓 |
| ALG | ALAMO GROUP INC | $186.66万 | 0.00% | 11,348 | -1,842 | -14.0% | -$30.30万 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $186.74万 | 0.00% | 89,606 | 192 | 0.2% | $4,001 | 加仓 |
| FFBC | 1ST FINL BANCORP | $187.55万 | 0.00% | 55,440 | 440 | 0.8% | $1.49万 | 加仓 |
| GNTX | GENTEX CORP | $188.09万 | 0.00% | 74,432 | 5,020 | 7.2% | $12.69万 | 加仓 |
| BOX | BOX INC | $188.21万 | 0.00% | 70,916 | 32,417 | 84.2% | $86.03万 | 加仓 |
| AI | C3 AI INC | $188.66万 | 0.00% | 207,547 | 1,214 | 0.6% | $1.10万 | 加仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $189.32万 | 0.00% | 21,741 | 601 | 2.8% | $5.23万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $190.24万 | 0.00% | 5,100 | 4,800 | 1,600.0% | $179.05万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $191.17万 | 0.00% | 89,497 | 61,494 | 219.6% | $131.35万 | 加仓 |
| UPBD | UPBOUND GROUP INC | $191.27万 | 0.00% | 90,139 | 23,126 | 34.5% | $49.07万 | 加仓 |
| UFCS | UNITED FIRE GROUP INC | $191.31万 | 0.00% | 36,481 | -1,529 | -4.0% | -$8.02万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $191.46万 | 0.00% | 46,962 | 3,350 | 7.7% | $13.66万 | 加仓 |
| LPL | LG DISPLAY CO LTD | $191.50万 | 0.00% | 492,279 | 155,953 | 46.4% | $60.67万 | 加仓 |
| SKYW | SKYWEST INC | $192.24万 | 0.00% | 19,354 | 10,939 | 130.0% | $108.66万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $192.39万 | 0.00% | 5,685 | 2,468 | 76.7% | $83.52万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $192.61万 | 0.00% | 170,001 | 156,974 | 1,205.0% | $177.85万 | 加仓 |
| — | GRACE THERAPEUTICS INC | $192.74万 | 0.00% | 849,055 | 0 | 0.0% | — | 不变 |
| NTCT | NETSCOUT SYS INC | $193.75万 | 0.00% | 44,490 | -3,320 | -6.9% | -$14.46万 | 减仓 |
| AVNT | AVIENT CORPORATION | $194.14万 | 0.00% | 52,526 | 2,736 | 5.5% | $10.11万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $194.78万 | 0.00% | 6,916 | 181 | 2.7% | $5.10万 | 加仓 |
| — | EAGLE POINT INCOME COMPANY I | $194.83万 | 0.00% | 193,476 | -34,127 | -15.0% | -$34.37万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $194.97万 | 0.00% | 57,117 | 57,117 | — | $194.97万 | 新建仓 |
| LZB | LA Z BOY INC | $195.19万 | 0.00% | 48,652 | 24,608 | 102.3% | $98.73万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $195.30万 | 0.00% | 60,938 | -19,519 | -24.3% | -$62.56万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $195.94万 | 0.00% | 68,632 | 7,081 | 11.5% | $20.22万 | 加仓 |