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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $3,267.54万 | 0.05% | 1,301,632 | 181,101 | 16.2% | $454.63万 | 加仓 |
| WAB | WABTEC | $3,268.73万 | 0.05% | 130,796 | -27,864 | -17.6% | -$696.35万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $3,276.03万 | 0.05% | 642,610 | 117,442 | 22.4% | $598.72万 | 加仓 |
| AFL | AFLAC INC | $3,286.97万 | 0.05% | 299,606 | 16,590 | 5.9% | $182.01万 | 加仓 |
| SNDK | SANDISK CORP | $3,328.09万 | 0.05% | 52,382 | -15,209 | -22.5% | -$966.30万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $3,329.88万 | 0.05% | 672,838 | 48,616 | 7.8% | $240.60万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3,360.71万 | 0.05% | 256,384 | 58,303 | 29.4% | $764.24万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,385.35万 | 0.05% | 1,103,286 | 159,141 | 16.9% | $488.31万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3,394.23万 | 0.05% | 81,434 | -1,466 | -1.8% | -$61.10万 | 减仓 |
| MOAT | VANECK ETF TRUST | $3,396.12万 | 0.05% | 351,201 | 10,441 | 3.1% | $100.96万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $3,397.41万 | 0.05% | 43,972 | 9,745 | 28.5% | $752.93万 | 加仓 |
| RBLX | ROBLOX CORP | $3,445.97万 | 0.05% | 609,261 | -10,042 | -1.6% | -$56.80万 | 减仓 |
| CI | THE CIGNA GROUP | $3,484.78万 | 0.05% | 130,638 | -104,030 | -44.3% | -$2,775.01万 | 减仓 |
| FTNT | FORTINET INC | $3,515.43万 | 0.05% | 430,179 | 73,230 | 20.5% | $598.44万 | 加仓 |
| ALC | ALCON AG | $3,518.65万 | 0.05% | 466,974 | -7,120 | -1.5% | -$53.65万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $3,522.85万 | 0.05% | 109,900 | -10,841 | -9.0% | -$347.51万 | 减仓 |
| IJJ | ISHARES TR | $3,524.51万 | 0.05% | 266,001 | 36,056 | 15.7% | $477.74万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $3,526.64万 | 0.05% | 706,033 | 61,456 | 9.5% | $306.97万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $3,547.51万 | 0.05% | 166,100 | 166,100 | — | $3,547.51万 | 新建仓 |
| GOVT | ISHARES TR | $3,587.95万 | 0.05% | 1,566,106 | 585,493 | 59.7% | $1,341.37万 | 加仓 |
| DAL | DELTA AIR LINES INC | $3,615.51万 | 0.05% | 543,849 | 118,195 | 27.8% | $785.76万 | 加仓 |
| ACWI | ISHARES TR | $3,628.73万 | 0.05% | 262,248 | -3,415 | -1.3% | -$47.25万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $3,635.24万 | 0.05% | 124,627 | 9,919 | 8.6% | $289.33万 | 加仓 |
| PLD | PROLOGIS INC. | $3,640.29万 | 0.05% | 275,406 | 10,965 | 4.1% | $144.93万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $3,644.37万 | 0.05% | 231,787 | 15,325 | 7.1% | $240.95万 | 加仓 |
| UL | UNILEVER PLC | $3,683.85万 | 0.05% | 646,629 | 20,906 | 3.3% | $119.10万 | 加仓 |
| ROST | ROSS STORES INC | $3,684.80万 | 0.05% | 170,097 | 5,821 | 3.5% | $126.10万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3,695.31万 | 0.05% | 213,048 | 33,144 | 18.4% | $574.88万 | 加仓 |
| PSX | PHILLIPS 66 | $3,718.50万 | 0.05% | 204,113 | -152,753 | -42.8% | -$2,782.83万 | 减仓 |
| EBAY | EBAY INC. | $3,748.73万 | 0.05% | 411,855 | 128,263 | 45.2% | $1,167.46万 | 加仓 |
| CME | CME GROUP INC | $3,757.09万 | 0.05% | 127,207 | -10,182 | -7.4% | -$300.73万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $3,767.89万 | 0.05% | 270,352 | 26 | 0.0% | $3,624 | 加仓 |
| FTI | TECHNIPFMC PLC | $3,818.52万 | 0.05% | 552,368 | -31,658 | -5.4% | -$218.85万 | 减仓 |
| MGV | VANGUARD WORLD FD | $3,836.39万 | 0.05% | 260,748 | 245,296 | 1,587.5% | $3,609.05万 | 加仓 |
| PAYX | PAYCHEX INC | $3,891.37万 | 0.05% | 422,426 | 57,663 | 15.8% | $531.19万 | 加仓 |
| SHV | ISHARES TR | $3,895.52万 | 0.06% | 352,884 | -116,259 | -24.8% | -$1,283.40万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $3,937.09万 | 0.06% | 1,174,201 | 117,943 | 11.2% | $395.46万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $3,941.27万 | 0.06% | 82,077 | 1,104 | 1.4% | $53.01万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $3,962.26万 | 0.06% | 111,973 | -18,988 | -14.5% | -$671.91万 | 减仓 |
| IJT | ISHARES TR | $3,962.49万 | 0.06% | 273,823 | -2,110 | -0.8% | -$30.53万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $3,965.13万 | 0.06% | 270,453 | -34,013 | -11.2% | -$498.67万 | 减仓 |
| SHEL | SHELL PLC | $4,014.85万 | 0.06% | 431,707 | 16,517 | 4.0% | $153.61万 | 加仓 |
| TGT | TARGET CORP | $4,043.10万 | 0.06% | 333,589 | 33,002 | 11.0% | $399.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,046.83万 | 0.06% | 568,932 | 21,363 | 3.9% | $151.96万 | 加仓 |
| KKR | KKR & CO INC | $4,059.36万 | 0.06% | 438,847 | 234,996 | 115.3% | $2,173.73万 | 加仓 |
| XYL | XYLEM INC | $4,084.23万 | 0.06% | 341,775 | -29,644 | -8.0% | -$354.25万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $4,087.91万 | 0.06% | 1,271,393 | 1,271,393 | — | $4,087.91万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $4,108.50万 | 0.06% | 1,692,832 | -417,878 | -19.8% | -$1,014.19万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $4,144.08万 | 0.06% | 256,232 | 11,230 | 4.6% | $181.62万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $4,157.24万 | 0.06% | 1,790,371 | 1,168,645 | 188.0% | $2,713.59万 | 加仓 |
| TFI | SPDR SERIES TRUST | $4,189.08万 | 0.06% | 923,926 | 918,637 | 17,368.8% | $4,165.10万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $4,196.75万 | 0.06% | 167,482 | 36,722 | 28.1% | $920.18万 | 加仓 |
| EFG | ISHARES TR | $4,197.59万 | 0.06% | 376,901 | 302,374 | 405.7% | $3,367.58万 | 加仓 |
| MS | MORGAN STANLEY | $4,261.02万 | 0.06% | 258,915 | -16,784 | -6.1% | -$276.22万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $4,267.94万 | 0.06% | 1,486,566 | 337,796 | 29.4% | $969.82万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,268.66万 | 0.06% | 123,676 | 61,149 | 97.8% | $2,110.55万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $4,270.65万 | 0.06% | 96,099 | 20,691 | 27.4% | $919.51万 | 加仓 |
| GDS | GDS HLDGS LTD | $4,280.05万 | 0.06% | 1,062,310 | 274,808 | 34.9% | $1,107.20万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $4,313.63万 | 0.06% | 93,128 | 5,780 | 6.6% | $267.73万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4,348.97万 | 0.06% | 126,716 | 10,497 | 9.0% | $360.26万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $4,358.07万 | 0.06% | 445,929 | -21,326 | -4.6% | -$208.42万 | 减仓 |
| ADSK | AUTODESK INC | $4,413.79万 | 0.06% | 184,369 | -8,264 | -4.3% | -$197.84万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $4,431.36万 | 0.06% | 385,638 | 1,881 | 0.5% | $21.61万 | 加仓 |
| LSGR | NATIXIS ETF TRUST II | $4,512.81万 | 0.06% | 1,145,674 | 286,577 | 33.4% | $1,128.83万 | 加仓 |
| TDW | TIDEWATER INC NEW | $4,533.50万 | 0.06% | 542,609 | -600,326 | -52.5% | -$5,015.72万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $4,568.15万 | 0.06% | 659,185 | -28,536 | -4.1% | -$197.75万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,602.60万 | 0.06% | 292,637 | 12,780 | 4.6% | $201.00万 | 加仓 |
| IWV | ISHARES TR | $4,619.07万 | 0.07% | 124,611 | 99,585 | 397.9% | $3,691.41万 | 加仓 |
| PGR | PROGRESSIVE CORP | $4,622.95万 | 0.07% | 233,200 | 19,335 | 9.0% | $383.30万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4,644.28万 | 0.07% | 805,744 | -94,191 | -10.5% | -$542.91万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $4,656.99万 | 0.07% | 417,968 | 129,249 | 44.8% | $1,440.09万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $4,679.58万 | 0.07% | 173,004 | -7,591 | -4.2% | -$205.33万 | 减仓 |
| GM | GENERAL MTRS CO | $4,694.11万 | 0.07% | 630,081 | 50,841 | 8.8% | $378.77万 | 加仓 |
| IAGG | ISHARES TR | $4,696.52万 | 0.07% | 938,550 | 378,218 | 67.5% | $1,892.61万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4,715.06万 | 0.07% | 232,064 | -18,195 | -7.3% | -$369.68万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4,744.30万 | 0.07% | 115,914 | 6,585 | 6.0% | $269.52万 | 加仓 |
| PFE | PFIZER INC | $4,768.38万 | 0.07% | 1,698,192 | -1,489,263 | -46.7% | -$4,181.73万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $4,779.91万 | 0.07% | 560,825 | -42,729 | -7.1% | -$364.18万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $4,804.43万 | 0.07% | 1,928,715 | -541,703 | -21.9% | -$1,349.38万 | 减仓 |
| SNPS | SYNOPSYS INC | $4,825.60万 | 0.07% | 121,711 | 18,082 | 17.4% | $716.92万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $4,837.31万 | 0.07% | 54,034 | -911 | -1.7% | -$81.56万 | 减仓 |
| WELL | WELLTOWER INC | $4,894.35万 | 0.07% | 247,551 | 2,128 | 0.9% | $42.07万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,896.11万 | 0.07% | 690,457 | 327,084 | 90.0% | $2,319.39万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $4,918.16万 | 0.07% | 67,570 | 4,737 | 7.5% | $344.79万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,972.70万 | 0.07% | 1,275,994 | 612,746 | 92.4% | $2,387.94万 | 加仓 |
| MPC | MARATHON PETE CORP | $4,997.54万 | 0.07% | 204,679 | 7,089 | 3.6% | $173.09万 | 加仓 |
| IGSB | ISHARES TR | $4,997.71万 | 0.07% | 950,858 | 67,903 | 7.7% | $356.90万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $5,036.94万 | 0.07% | 1,020,232 | -15,767 | -1.5% | -$77.84万 | 减仓 |
| NVS | NOVARTIS AG | $5,039.27万 | 0.07% | 329,910 | 35,140 | 11.9% | $536.75万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $5,130.00万 | 0.07% | 446,747 | -3,761 | -0.8% | -$43.19万 | 减仓 |
| WRB | BERKLEY W R CORP | $5,139.41万 | 0.07% | 775,409 | 27,678 | 3.7% | $183.45万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $5,154.29万 | 0.07% | 179,563 | -1,025 | -0.6% | -$29.42万 | 减仓 |
| FDX | FEDEX CORP | $5,198.80万 | 0.07% | 145,961 | 25,180 | 20.8% | $896.85万 | 加仓 |
| BIL | SPDR SERIES TRUST | $5,213.36万 | 0.07% | 568,897 | 460,310 | 423.9% | $4,218.27万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $5,234.95万 | 0.07% | 532,115 | 10,754 | 2.1% | $105.80万 | 加仓 |
| BA | BOEING CO | $5,240.64万 | 0.07% | 263,185 | 49,209 | 23.0% | $979.87万 | 加仓 |
| T | AT&T INC | $5,254.14万 | 0.07% | 1,813,003 | 144,141 | 8.6% | $417.73万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $5,266.21万 | 0.07% | 253,073 | -196,708 | -43.7% | -$4,093.30万 | 减仓 |
| OEF | ISHARES TR | $5,295.19万 | 0.07% | 166,480 | -279 | -0.2% | -$8.87万 | 减仓 |
| IJK | ISHARES TR | $5,339.74万 | 0.08% | 530,687 | 29,888 | 6.0% | $300.73万 | 加仓 |