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 |
|---|---|---|---|---|---|---|---|---|
| USRT | ISHARES TR | $5,419.94万 | 0.08% | 915,687 | 43,788 | 5.0% | $259.18万 | 加仓 |
| SUB | ISHARES TR | $5,519.25万 | 0.08% | 518,240 | 41,150 | 8.6% | $438.25万 | 加仓 |
| PCG | PG&E CORP | $5,535.86万 | 0.08% | 3,150,747 | -2,254,826 | -41.7% | -$3,961.73万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $5,548.47万 | 0.08% | 1,286,453 | -79,867 | -5.8% | -$344.47万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $5,554.24万 | 0.08% | 626,007 | 29,812 | 5.0% | $264.51万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $5,597.80万 | 0.08% | 1,419,318 | 144,026 | 11.3% | $568.04万 | 加仓 |
| GLW | CORNING INC | $5,686.96万 | 0.08% | 416,500 | -14,482 | -3.4% | -$197.74万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $5,715.64万 | 0.08% | 2,659,675 | 3,870 | 0.1% | $8.32万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $5,765.58万 | 0.08% | 440,326 | 78,352 | 21.6% | $1,025.93万 | 加仓 |
| ABNB | AIRBNB INC | $5,788.22万 | 0.08% | 458,365 | 26,460 | 6.1% | $334.14万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $5,810.38万 | 0.08% | 267,392 | 1,206 | 0.5% | $26.21万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $5,815.59万 | 0.08% | 705,516 | 22,341 | 3.3% | $184.16万 | 加仓 |
| MCK | MCKESSON CORP | $5,861.60万 | 0.08% | 67,737 | 3,571 | 5.6% | $309.02万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $5,874.10万 | 0.08% | 742,992 | -3,401 | -0.5% | -$26.89万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $5,888.75万 | 0.08% | 82 | -3 | -3.5% | -$215.44万 | 减仓 |
| AZN | ASTRAZENECA PLC | $5,924.67万 | 0.08% | 301,215 | 301,215 | — | $5,924.67万 | 新建仓 |
| COP | CONOCOPHILLIPS | $5,959.62万 | 0.08% | 451,517 | 13,235 | 3.0% | $174.69万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $5,967.06万 | 0.08% | 14,173 | -415 | -2.8% | -$174.72万 | 减仓 |
| LOW | LOWES COS INC | $6,034.61万 | 0.09% | 255,402 | -4,463 | -1.7% | -$105.45万 | 减仓 |
| TER | TERADYNE INC | $6,054.75万 | 0.09% | 204,235 | -254,817 | -55.5% | -$7,554.30万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $6,176.83万 | 0.09% | 1,008,305 | 250,617 | 33.1% | $1,535.27万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $6,247.92万 | 0.09% | 342,482 | -5,277 | -1.5% | -$96.27万 | 减仓 |
| FIX | COMFORT SYS USA INC | $6,279.30万 | 0.09% | 45,536 | 4,145 | 10.0% | $571.59万 | 加仓 |
| EIX | EDISON INTL | $6,284.88万 | 0.09% | 858,826 | 112,009 | 15.0% | $819.68万 | 加仓 |
| ETN | EATON CORP PLC | $6,311.12万 | 0.09% | 176,399 | 3,772 | 2.2% | $134.95万 | 加仓 |
| VV | VANGUARD INDEX FDS | $6,345.34万 | 0.09% | 212,324 | 3,824 | 1.8% | $114.28万 | 加仓 |
| ECL | ECOLAB INC | $6,396.43万 | 0.09% | 240,449 | -10,377 | -4.1% | -$276.05万 | 减仓 |
| NOW | SERVICENOW INC | $6,440.43万 | 0.09% | 616,014 | 48,913 | 8.6% | $511.39万 | 加仓 |
| STIP | ISHARES TR | $6,491.62万 | 0.09% | 629,364 | -4,082 | -0.6% | -$42.10万 | 减仓 |
| USB | US BANCORP | $6,510.35万 | 0.09% | 1,251,708 | 57,355 | 4.8% | $298.31万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $6,515.79万 | 0.09% | 215,387 | 16,487 | 8.3% | $498.76万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $6,524.69万 | 0.09% | 531,231 | 176,288 | 49.7% | $2,165.20万 | 加仓 |
| MDT | MEDTRONIC PLC | $6,551.07万 | 0.09% | 756,044 | -34,971 | -4.4% | -$303.02万 | 减仓 |
| ADBE | ADOBE INC | $6,556.07万 | 0.09% | 269,704 | 25,281 | 10.3% | $614.54万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $6,582.45万 | 0.09% | 1,369,917 | 522,982 | 61.7% | $2,512.93万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $6,584.29万 | 0.09% | 398,224 | -312,811 | -44.0% | -$5,172.06万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $6,670.33万 | 0.09% | 1,547,282 | -30,667 | -1.9% | -$132.21万 | 减仓 |
| QCOM | QUALCOMM INC | $6,685.85万 | 0.09% | 518,888 | 30,203 | 6.2% | $389.16万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6,709.02万 | 0.09% | 1,746,165 | 591,488 | 51.2% | $2,272.58万 | 加仓 |
| — | AMPLIFY ETF TR | $6,749.06万 | 0.10% | 2,172,820 | 59,872 | 2.8% | $185.97万 | 加仓 |
| INTC | INTEL CORP | $6,757.03万 | 0.10% | 1,529,547 | -96,339 | -5.9% | -$425.59万 | 减仓 |
| BX | BLACKSTONE INC | $6,938.52万 | 0.10% | 603,398 | 182,118 | 43.2% | $2,094.19万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $6,985.43万 | 0.10% | 352,289 | -46,498 | -11.7% | -$921.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7,029.88万 | 0.10% | 1,125,679 | 53,406 | 5.0% | $333.52万 | 加仓 |
| NTRS | NORTHERN TR CORP | $7,094.90万 | 0.10% | 508,340 | -15,741 | -3.0% | -$219.70万 | 减仓 |
| USHY | ISHARES TR | $7,228.28万 | 0.10% | 1,962,075 | 172,724 | 9.7% | $636.31万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,274.98万 | 0.10% | 857,498 | 28,447 | 3.4% | $241.34万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7,309.81万 | 0.10% | 1,456,371 | 141,970 | 10.8% | $712.58万 | 加仓 |
| LIN | LINDE PLC | $7,330.32万 | 0.10% | 147,861 | 17,676 | 13.6% | $876.30万 | 加仓 |
| DHR | DANAHER CORP DEL | $7,519.35万 | 0.11% | 396,584 | 35,034 | 9.7% | $664.25万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $7,629.54万 | 0.11% | 1,036,060 | 59,951 | 6.1% | $441.48万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $7,677.37万 | 0.11% | 2,502,403 | -2,930,338 | -53.9% | -$8,990.28万 | 减仓 |
| HTO | H2O AMERICA | $7,683.89万 | 0.11% | 1,309,679 | -136,123 | -9.4% | -$798.63万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $7,717.11万 | 0.11% | 1,326,415 | 1,199,826 | 947.8% | $6,980.62万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $7,737.92万 | 0.11% | 2,166,874 | 406,269 | 23.1% | $1,450.79万 | 加仓 |
| EFV | ISHARES TR | $7,749.98万 | 0.11% | 1,042,366 | 891,793 | 592.3% | $6,630.47万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $7,847.20万 | 0.11% | 2,317,535 | 588,994 | 34.1% | $1,994.34万 | 加仓 |
| TXN | TEXAS INSTRS INC | $7,879.23万 | 0.11% | 405,840 | -352,795 | -46.5% | -$6,849.38万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7,930.06万 | 0.11% | 1,263,755 | -1,769 | -0.1% | -$11.10万 | 减仓 |
| CMI | CUMMINS INC | $8,003.12万 | 0.11% | 148,751 | 19,000 | 14.6% | $1,022.24万 | 加仓 |
| AMAT | APPLIED MATLS INC | $8,089.19万 | 0.11% | 236,660 | 28,459 | 13.7% | $972.75万 | 加仓 |
| MMM | 3M CO | $8,345.09万 | 0.12% | 574,596 | -78,733 | -12.1% | -$1,143.47万 | 减仓 |
| WFC | WELLS FARGO & CO | $8,373.67万 | 0.12% | 1,051,839 | 60,179 | 6.1% | $479.08万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $8,396.57万 | 0.12% | 1,167,261 | 114,195 | 10.8% | $821.45万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $8,447.14万 | 0.12% | 1,392,773 | -24,573 | -1.7% | -$149.03万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,490.48万 | 0.12% | 313,762 | 47,421 | 17.8% | $1,283.22万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $8,532.07万 | 0.12% | 616,834 | 7,110 | 1.2% | $98.35万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $8,556.86万 | 0.12% | 138,738 | 7,186 | 5.5% | $443.21万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $8,563.03万 | 0.12% | 290,154 | 125,180 | 75.9% | $3,694.32万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $8,596.45万 | 0.12% | 3,118,620 | 999,011 | 47.1% | $2,753.77万 | 加仓 |
| KO | COCA COLA CO | $8,625.63万 | 0.12% | 1,134,215 | 11,874 | 1.1% | $90.30万 | 加仓 |
| IWR | ISHARES TR | $8,737.66万 | 0.12% | 898,470 | 38,657 | 4.5% | $375.94万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $8,742.89万 | 0.12% | 258,788 | 38,513 | 17.5% | $1,301.12万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $9,128.70万 | 0.13% | 3,128,412 | 80,231 | 2.6% | $234.11万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $9,183.75万 | 0.13% | 199,217 | 26,276 | 15.2% | $1,211.30万 | 加仓 |
| URI | UNITED RENTALS INC | $9,262.91万 | 0.13% | 127,140 | 1,707 | 1.4% | $124.37万 | 加仓 |
| UNP | UNION PAC CORP | $9,289.08万 | 0.13% | 382,823 | 4,531 | 1.2% | $109.94万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $9,328.54万 | 0.13% | 1,208,682 | 95,831 | 8.6% | $739.62万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $9,363.07万 | 0.13% | 3,195,653 | 130,206 | 4.2% | $381.50万 | 加仓 |
| IEF | ISHARES TR | $9,390.95万 | 0.13% | 983,964 | 12,657 | 1.3% | $120.80万 | 加仓 |
| INTU | INTUIT | $9,498.03万 | 0.13% | 219,668 | 11,195 | 5.4% | $484.05万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $9,542.96万 | 0.13% | 2,090,453 | 856,350 | 69.4% | $3,909.25万 | 加仓 |
| DE | DEERE & CO | $9,619.23万 | 0.14% | 170,767 | 4,967 | 3.0% | $279.79万 | 加仓 |
| SPGI | S&P GLOBAL INC | $9,625.59万 | 0.14% | 226,304 | 27,043 | 13.6% | $1,150.24万 | 加仓 |
| GEV | GE VERNOVA INC | $9,826.50万 | 0.14% | 112,564 | 17,415 | 18.3% | $1,520.28万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $9,854.47万 | 0.14% | 200,486 | -210,556 | -51.2% | -$1.03亿 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $9,980.96万 | 0.14% | 165,139 | 20,441 | 14.1% | $1,235.45万 | 加仓 |
| ANGL | VANECK ETF TRUST | $1.00亿 | 0.14% | 3,485,369 | 150,586 | 4.5% | $432.48万 | 加仓 |
| PWR | QUANTA SVCS INC | $1.00亿 | 0.14% | 182,483 | -7,660 | -4.0% | -$420.57万 | 减仓 |
| SYK | STRYKER CORPORATION | $1.03亿 | 0.15% | 314,456 | 8,703 | 2.8% | $285.97万 | 加仓 |
| EMR | EMERSON ELEC CO | $1.03亿 | 0.15% | 789,721 | 6,000 | 0.8% | $78.61万 | 加仓 |
| ACWX | ISHARES TR | $1.04亿 | 0.15% | 1,521,366 | 583,164 | 62.2% | $3,992.92万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.05亿 | 0.15% | 328,689 | 22,902 | 7.5% | $728.61万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.05亿 | 0.15% | 491,086 | -43,852 | -8.2% | -$937.19万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.09亿 | 0.15% | 991,753 | 161,989 | 19.5% | $1,776.85万 | 加仓 |
| IVE | ISHARES TR | $1.09亿 | 0.15% | 517,501 | 323,873 | 167.3% | $6,838.52万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.12亿 | 0.16% | 460,315 | 84,679 | 22.5% | $2,052.60万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1.12亿 | 0.16% | 3,844,244 | 87,162 | 2.3% | $253.90万 | 加仓 |
| CRM | SALESFORCE INC | $1.12亿 | 0.16% | 601,125 | 67,187 | 12.6% | $1,254.16万 | 加仓 |
| IGM | ISHARES TR | $1.13亿 | 0.16% | 952,453 | 9,563 | 1.0% | $113.33万 | 加仓 |