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 |
|---|---|---|---|---|---|---|---|---|
| PLNT | PLANET FITNESS MASTER ISSUER | $232.78万 | 0.00% | 44,619 | 27,240 | 156.7% | $142.11万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $233.30万 | 0.00% | 45,229 | -23,109 | -33.8% | -$119.20万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $233.34万 | 0.00% | 20,000 | 19,500 | 3,900.0% | $227.51万 | 加仓 |
| IUSG | ISHARES TR | $233.73万 | 0.00% | 12,429 | 397 | 3.3% | $7.47万 | 加仓 |
| CDE | COEUR MNG INC | $234.16万 | 0.00% | 143,480 | 70,090 | 95.5% | $114.39万 | 加仓 |
| BLZE | BACKBLAZE INC | $234.24万 | 0.00% | 147,692 | 1,717 | 1.2% | $2.72万 | 加仓 |
| ANET | ARISTA NETWORKS INC 看涨期权 | $234.43万 | 0.00% | 13,800 | 0 | 0.0% | — | 不变 |
| PRFD | PIMCO ETF TR | $234.60万 | 0.00% | 45,695 | 5,560 | 13.9% | $28.55万 | 加仓 |
| LCII | LCI INDS | $235.02万 | 0.00% | 22,197 | 9,280 | 71.8% | $98.25万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $235.14万 | 0.00% | 194,009 | -16,847 | -8.0% | -$20.42万 | 减仓 |
| NCNO | NCINO INC | $235.34万 | 0.00% | 143,937 | 113,003 | 365.3% | $184.76万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $237.97万 | 0.00% | 515,086 | 57,406 | 12.5% | $26.52万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $239.28万 | 0.00% | 71,427 | 575 | 0.8% | $1.93万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $239.31万 | 0.00% | 176,872 | 39,977 | 29.2% | $54.09万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $239.42万 | 0.00% | 31,818 | 965 | 3.1% | $7.26万 | 加仓 |
| ESTC | ELASTIC N V | $239.96万 | 0.00% | 42,084 | -40,266 | -48.9% | -$229.60万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $239.98万 | 0.00% | 43,896 | 963 | 2.2% | $5.26万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $240.34万 | 0.00% | 21,119 | 170 | 0.8% | $1.93万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $240.36万 | 0.00% | 29,837 | -1,592 | -5.1% | -$12.82万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $240.48万 | 0.00% | 59,186 | 944 | 1.6% | $3.84万 | 加仓 |
| BHVN | BIOHAVEN LTD | $240.92万 | 0.00% | 161,910 | 49,085 | 43.5% | $73.04万 | 加仓 |
| BCML | BAYCOM CORP | $242.06万 | 0.00% | 73,573 | -9,756 | -11.7% | -$32.10万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $242.40万 | 0.00% | 70,058 | 45,115 | 180.9% | $156.10万 | 加仓 |
| CNH | CNH INDL N V | $243.03万 | 0.00% | 216,414 | -149,321 | -40.8% | -$167.69万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $243.12万 | 0.00% | 22,019 | -11,212 | -33.7% | -$123.80万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $243.85万 | 0.00% | 13,993 | -409 | -2.8% | -$7.13万 | 减仓 |
| SMMU | PIMCO ETF TR | $244.63万 | 0.00% | 48,442 | -4,391 | -8.3% | -$22.17万 | 减仓 |
| ABCB | AMERIS BANCORP | $244.75万 | 0.00% | 27,116 | -2,787 | -9.3% | -$25.16万 | 减仓 |
| INFY | INFOSYS LTD | $245.10万 | 0.00% | 233,653 | 50,670 | 27.7% | $53.15万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $245.62万 | 0.00% | 37,933 | 464 | 1.2% | $3.00万 | 加仓 |
| APTV | APTIV PLC | $245.65万 | 0.00% | 40,021 | -7,199 | -15.2% | -$44.19万 | 减仓 |
| EFAV | ISHARES TR | $245.66万 | 0.00% | 28,009 | 322 | 1.2% | $2.82万 | 加仓 |
| HYS | PIMCO ETF TR | $245.70万 | 0.00% | 26,275 | 14,950 | 132.0% | $139.80万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $245.71万 | 0.00% | 12,132 | 2,482 | 25.7% | $50.27万 | 加仓 |
| DOX | AMDOCS LTD | $245.74万 | 0.00% | 48,624 | 13,882 | 40.0% | $70.16万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $247.60万 | 0.00% | 17,301 | -8,568 | -33.1% | -$122.62万 | 减仓 |
| GGG | GRACO INC | $248.01万 | 0.00% | 32,802 | -17,840 | -35.2% | -$134.88万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $248.19万 | 0.00% | 105,886 | 4,029 | 4.0% | $9.44万 | 加仓 |
| DXJ | WISDOMTREE TR | $248.88万 | 0.00% | 14,343 | 1,189 | 9.0% | $20.63万 | 加仓 |
| NTES | NETEASE COM INC | $249.44万 | 0.00% | 19,466 | 141 | 0.7% | $1.81万 | 加仓 |
| — | BLACKROCK FLOATING RATE INC | $249.57万 | 0.00% | 234,119 | 7,671 | 3.4% | $8.18万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $249.67万 | 0.00% | 15,535 | -4,221 | -21.4% | -$67.84万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC 看涨期权 | $250.52万 | 0.00% | 40,000 | 10,000 | 33.3% | $62.63万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $251.80万 | 0.00% | 32,928 | 780 | 2.4% | $5.96万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $252.10万 | 0.00% | 39,218 | -17,820 | -31.2% | -$114.55万 | 减仓 |
| QNST | QUINSTREET INC | $252.47万 | 0.00% | 172,331 | 119,433 | 225.8% | $174.97万 | 加仓 |
| CSM | PROSHARES TR | $252.75万 | 0.00% | 29,660 | -81 | -0.3% | -$6,902 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $253.47万 | 0.00% | 53,883 | 53,883 | — | $253.47万 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $254.34万 | 0.00% | 8,735 | 2,008 | 29.8% | $58.47万 | 加仓 |
| IOSP | INNOSPEC INC | $254.87万 | 0.00% | 31,315 | 8,802 | 39.1% | $71.64万 | 加仓 |
| HLNE | HAMILTON LANE INC | $255.08万 | 0.00% | 32,358 | 1,999 | 6.6% | $15.76万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $255.09万 | 0.00% | 41,661 | -1,940 | -4.4% | -$11.88万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $255.60万 | 0.00% | 85,258 | 69,468 | 439.9% | $208.27万 | 加仓 |
| — | BLACKROCK FLOATING RATE INCO | $255.75万 | 0.00% | 232,712 | 7,410 | 3.3% | $8.14万 | 加仓 |
| WPC | WP CAREY INC | $256.72万 | 0.00% | 35,905 | 2,964 | 9.0% | $21.19万 | 加仓 |
| NFRA | FLEXSHARES TR | $256.76万 | 0.00% | 40,043 | 1,638 | 4.3% | $10.50万 | 加仓 |
| SR | SPIRE INC | $257.28万 | 0.00% | 32,946 | -320 | -1.0% | -$2.50万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $257.44万 | 0.00% | 160,601 | 24,213 | 17.8% | $38.81万 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $257.79万 | 0.00% | 449,892 | -761,539 | -62.9% | -$436.36万 | 减仓 |
| MLPA | GLOBAL X FDS | $257.82万 | 0.00% | 48,573 | 1,417 | 3.0% | $7.52万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $258.92万 | 0.00% | 40,488 | -3,224 | -7.4% | -$20.62万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $259.29万 | 0.00% | 181,960 | 18,763 | 11.5% | $26.74万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $259.36万 | 0.00% | 101,951 | 7,284 | 7.7% | $18.53万 | 加仓 |
| ORI | OLD REP INTL CORP | $261.32万 | 0.00% | 63,861 | -35,132 | -35.5% | -$143.76万 | 减仓 |
| FALN | ISHARES TR | $261.43万 | 0.00% | 95,974 | -2,916 | -2.9% | -$7.94万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $261.77万 | 0.00% | 34,903 | -4,936 | -12.4% | -$37.02万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $262.09万 | 0.00% | 33,429 | -6,915 | -17.1% | -$54.22万 | 减仓 |
| MLRG | ISHARES TR | $262.39万 | 0.00% | 25,314 | 1,750 | 7.4% | $18.14万 | 加仓 |
| BWX | SPDR SERIES TRUST | $262.59万 | 0.00% | 121,120 | 23,533 | 24.1% | $51.02万 | 加仓 |
| TENB | TENABLE HLDGS INC | $262.76万 | 0.00% | 71,248 | 2,780 | 4.1% | $10.25万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $263.09万 | 0.00% | 23,018 | 4,536 | 24.5% | $51.85万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $263.38万 | 0.00% | 48,363 | 1,244 | 2.6% | $6.77万 | 加仓 |
| H | HYATT HOTELS CORP | $263.60万 | 0.00% | 13,600 | 3,368 | 32.9% | $65.28万 | 加仓 |
| VIS | VANGUARD WORLD FD | $264.24万 | 0.00% | 7,334 | -1,561 | -17.5% | -$56.24万 | 减仓 |
| ARGX | ARGENX SE | $264.41万 | 0.00% | 2,850 | 62 | 2.2% | $5.75万 | 加仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $264.68万 | 0.00% | 502,238 | 251,139 | 100.0% | $132.35万 | 加仓 |
| GE | GE AEROSPACE 看跌期权 | $265.35万 | 0.00% | 7,100 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $265.45万 | 0.00% | 91,882 | 31,787 | 52.9% | $91.83万 | 加仓 |
| — | ARCOSA INC | $265.73万 | 0.00% | 18,289 | 1,400 | 8.3% | $20.34万 | 加仓 |
| WIT | WIPRO LTD | $266.43万 | 0.00% | 1,184,146 | 170,316 | 16.8% | $38.32万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $267.04万 | 0.00% | 130,072 | -42,624 | -24.7% | -$87.51万 | 减仓 |
| HDB | HDFC BANK LTD | $267.49万 | 0.00% | 103,556 | -5,693 | -5.2% | -$14.71万 | 减仓 |
| ESML | ISHARES TR | $267.62万 | 0.00% | 47,848 | 1,032 | 2.2% | $5.77万 | 加仓 |
| AGL | AGILON HEALTH INC | $267.65万 | 0.00% | 24,972 | -1,148 | -4.4% | -$12.30万 | 减仓 |
| ITB | ISHARES TR | $267.72万 | 0.00% | 25,622 | -789 | -3.0% | -$8.24万 | 减仓 |
| RDY | DR REDDYS LABS LTD | $267.73万 | 0.00% | 184,772 | 3,177 | 1.7% | $4.60万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $267.89万 | 0.00% | 33,931 | 4,311 | 14.6% | $34.04万 | 加仓 |
| CVNA | CARVANA CO | $268.06万 | 0.00% | 40,726 | 5,361 | 15.2% | $35.29万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $268.74万 | 0.00% | 64,569 | 1,913 | 3.1% | $7.96万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $268.97万 | 0.00% | 32,981 | 7,010 | 27.0% | $57.17万 | 加仓 |
| SAIA | SAIA INC | $269.09万 | 0.00% | 6,389 | 4,651 | 267.6% | $195.89万 | 加仓 |
| BG | BUNGE GLOBAL SA | $269.34万 | 0.00% | 25,235 | -581 | -2.3% | -$6.20万 | 减仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $269.42万 | 0.00% | 412,591 | 33,654 | 8.9% | $21.98万 | 加仓 |
| SCI | SERVICE CORP INTL | $269.46万 | 0.00% | 35,475 | -4,088 | -10.3% | -$31.05万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $269.87万 | 0.00% | 67,249 | -25,578 | -27.6% | -$102.64万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $270.15万 | 0.00% | 351,937 | 132,274 | 60.2% | $101.54万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $270.43万 | 0.00% | 35,909 | 217 | 0.6% | $1.63万 | 加仓 |
| GEF | GREIF INC | $270.80万 | 0.00% | 36,354 | 14,843 | 69.0% | $110.57万 | 加仓 |
| VCYT | VERACYTE INC | $271.35万 | 0.00% | 46,203 | 8,020 | 21.0% | $47.10万 | 加仓 |
| TRP | TC ENERGY CORP | $271.52万 | 0.00% | 40,949 | 3,632 | 9.7% | $24.08万 | 加仓 |