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 |
|---|---|---|---|---|---|---|---|---|
| KMI | KINDER MORGAN INC DEL | $3,770.71万 | 0.05% | 1,179,452 | 5,251 | 0.4% | $16.79万 | 加仓 |
| SHV | ISHARES TR | $3,776.32万 | 0.05% | 342,210 | -10,674 | -3.0% | -$117.79万 | 减仓 |
| PSX | PHILLIPS 66 | $3,791.72万 | 0.05% | 224,298 | 20,185 | 9.9% | $341.22万 | 加仓 |
| UL | UNILEVER PLC | $3,810.84万 | 0.05% | 633,874 | -12,755 | -2.0% | -$76.68万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $3,823.24万 | 0.05% | 1,550,382 | -378,333 | -19.6% | -$932.97万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $3,843.67万 | 0.05% | 154,755 | 65,490 | 73.4% | $1,626.58万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3,857.43万 | 0.05% | 108,884 | -17,832 | -14.1% | -$631.73万 | 减仓 |
| FTI | TECHNIPFMC PLC | $3,866.81万 | 0.05% | 583,229 | 30,861 | 5.6% | $204.61万 | 加仓 |
| ES | EVERSOURCE ENERGY | $3,883.59万 | 0.05% | 537,372 | 322,136 | 149.7% | $2,328.08万 | 加仓 |
| IJJ | ISHARES TR | $3,888.90万 | 0.05% | 263,246 | -2,755 | -1.0% | -$40.70万 | 减仓 |
| PLD | PROLOGIS INC. | $3,910.36万 | 0.05% | 288,652 | 13,246 | 4.8% | $179.44万 | 加仓 |
| MMM | 3M CO | $3,963.74万 | 0.05% | 244,818 | -329,778 | -57.4% | -$5,339.29万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,004.54万 | 0.05% | 137,808 | 14,132 | 11.4% | $410.66万 | 加仓 |
| ADBE | ADOBE INC | $4,045.09万 | 0.05% | 197,288 | -72,416 | -26.9% | -$1,484.78万 | 减仓 |
| IAGG | ISHARES TR | $4,049.62万 | 0.05% | 800,318 | -138,232 | -14.7% | -$699.46万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $4,095.93万 | 0.05% | 1,744,278 | 640,992 | 58.1% | $1,505.18万 | 加仓 |
| ROST | ROSS STORES INC | $4,167.85万 | 0.05% | 195,812 | 25,715 | 15.1% | $547.34万 | 加仓 |
| INTU | INTUIT | $4,177.22万 | 0.05% | 160,046 | -59,622 | -27.1% | -$1,556.14万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $4,255.33万 | 0.05% | 128,901 | 4,274 | 3.4% | $141.09万 | 加仓 |
| TGT | TARGET CORP | $4,282.12万 | 0.05% | 327,857 | -5,732 | -1.7% | -$74.87万 | 减仓 |
| XYL | XYLEM INC | $4,282.94万 | 0.05% | 362,316 | 20,541 | 6.0% | $242.82万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $4,328.52万 | 0.05% | 729,813 | 56,975 | 8.5% | $337.92万 | 加仓 |
| ACWI | ISHARES TR | $4,338.24万 | 0.05% | 276,375 | 14,127 | 5.4% | $221.75万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $4,363.82万 | 0.05% | 275,041 | 4,588 | 1.7% | $72.79万 | 加仓 |
| PFE | PFIZER INC | $4,374.13万 | 0.05% | 1,816,537 | 118,345 | 7.0% | $284.97万 | 加仓 |
| IUSB | ISHARES TR | $4,398.70万 | 0.05% | 953,130 | 411,650 | 76.0% | $1,899.77万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $4,409.08万 | 0.05% | 152,338 | 2,456 | 1.6% | $71.08万 | 加仓 |
| COP | CONOCOPHILLIPS | $4,415.81万 | 0.05% | 424,765 | -26,752 | -5.9% | -$278.11万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $4,432.18万 | 0.05% | 90,239 | 8,805 | 10.8% | $432.47万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $4,442.18万 | 0.05% | 1,268,108 | 579,743 | 84.2% | $2,030.84万 | 加仓 |
| DAL | DELTA AIR LINES INC | $4,444.89万 | 0.05% | 474,578 | -69,271 | -12.7% | -$648.79万 | 减仓 |
| TFI | SPDR SERIES TRUST | $4,458.01万 | 0.05% | 973,365 | 49,439 | 5.4% | $226.43万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4,462.41万 | 0.05% | 771,498 | -34,246 | -4.3% | -$198.08万 | 减仓 |
| CVS | CVS HEALTH CORP | $4,501.69万 | 0.05% | 435,153 | -5,553 | -1.3% | -$57.45万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $4,503.64万 | 0.05% | 86,213 | -6,915 | -7.4% | -$361.23万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $4,577.60万 | 0.06% | 2,345,726 | 555,355 | 31.0% | $1,083.75万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $4,598.12万 | 0.06% | 388,650 | -29,318 | -7.0% | -$346.86万 | 减仓 |
| FDX | FEDEX CORP | $4,606.20万 | 0.06% | 147,103 | 1,142 | 0.8% | $35.76万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $4,650.06万 | 0.06% | 251,043 | -5,189 | -2.0% | -$96.12万 | 减仓 |
| PAYX | PAYCHEX INC | $4,680.96万 | 0.06% | 476,046 | 53,620 | 12.7% | $527.25万 | 加仓 |
| IGSB | ISHARES TR | $4,701.37万 | 0.06% | 897,036 | -53,822 | -5.7% | -$282.08万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $4,717.82万 | 0.06% | 1,289,022 | 17,629 | 1.4% | $64.52万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $4,792.37万 | 0.06% | 1,654,810 | 353,178 | 27.1% | $1,022.81万 | 加仓 |
| CNC | CENTENE CORP DEL | $4,801.56万 | 0.06% | 748,023 | -198,896 | -21.0% | -$1,276.71万 | 减仓 |
| EFG | ISHARES TR | $4,813.40万 | 0.06% | 386,872 | 9,971 | 2.6% | $124.06万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $4,834.52万 | 0.06% | 271,238 | -83,087 | -23.4% | -$1,480.94万 | 减仓 |
| GM | GENERAL MTRS CO | $4,841.76万 | 0.06% | 628,148 | -1,933 | -0.3% | -$14.90万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $4,871.03万 | 0.06% | 381,264 | -4,374 | -1.1% | -$55.88万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $4,880.36万 | 0.06% | 61,404 | -6,166 | -9.1% | -$490.07万 | 减仓 |
| MCK | MCKESSON CORP | $4,994.61万 | 0.06% | 66,102 | -1,635 | -2.4% | -$123.54万 | 减仓 |
| DDOG | DATADOG INC | $5,009.34万 | 0.06% | 192,403 | 77,983 | 68.2% | $2,030.34万 | 加仓 |
| MPC | MARATHON PETE CORP | $5,051.75万 | 0.06% | 197,580 | -7,099 | -3.5% | -$181.51万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $5,083.09万 | 0.06% | 408,453 | 56,164 | 15.9% | $698.95万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $5,122.91万 | 0.06% | 442,813 | -3,116 | -0.7% | -$36.05万 | 减仓 |
| PGR | PROGRESSIVE CORP | $5,127.40万 | 0.06% | 234,718 | 1,518 | 0.7% | $33.16万 | 加仓 |
| PCG | PG&E CORP | $5,185.00万 | 0.06% | 3,082,638 | -68,109 | -2.2% | -$114.56万 | 减仓 |
| EBAY | EBAY INC. | $5,195.32万 | 0.06% | 464,903 | 53,048 | 12.9% | $592.81万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5,215.42万 | 0.06% | 1,566,627 | -179,538 | -10.3% | -$597.70万 | 减仓 |
| NVS | NOVARTIS AG | $5,243.73万 | 0.06% | 334,595 | 4,685 | 1.4% | $73.42万 | 加仓 |
| SUB | ISHARES TR | $5,243.98万 | 0.06% | 492,533 | -25,707 | -5.0% | -$273.70万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $5,294.65万 | 0.06% | 2,377,477 | 1,241,214 | 109.2% | $2,764.19万 | 加仓 |
| LOW | LOWES COS INC | $5,309.33万 | 0.06% | 240,799 | -14,603 | -5.7% | -$321.98万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,338.92万 | 0.06% | 1,250,901 | -12,854 | -1.0% | -$54.86万 | 减仓 |
| IJT | ISHARES TR | $5,367.57万 | 0.06% | 300,536 | 26,713 | 9.8% | $477.09万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $5,396.26万 | 0.07% | 1,006,584 | -13,648 | -1.3% | -$73.17万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $5,440.20万 | 0.07% | 1,024,331 | 16,026 | 1.6% | $85.11万 | 加仓 |
| IWV | ISHARES TR | $5,450.80万 | 0.07% | 127,832 | 3,221 | 2.6% | $137.34万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $5,479.43万 | 0.07% | 163,653 | -3,829 | -2.3% | -$128.20万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $5,489.93万 | 0.07% | 433,711 | -6,615 | -1.5% | -$83.73万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5,519.05万 | 0.07% | 246,431 | 14,367 | 6.2% | $321.76万 | 加仓 |
| WELL | WELLTOWER INC | $5,523.97万 | 0.07% | 243,378 | -4,173 | -1.7% | -$94.71万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $5,558.75万 | 0.07% | 606,320 | 45,495 | 8.1% | $417.10万 | 加仓 |
| EFV | ISHARES TR | $5,603.47万 | 0.07% | 732,006 | -310,360 | -29.8% | -$2,375.79万 | 减仓 |
| CI | THE CIGNA GROUP | $5,611.06万 | 0.07% | 203,538 | 72,900 | 55.8% | $2,009.68万 | 加仓 |
| MGV | VANGUARD WORLD FD | $5,631.93万 | 0.07% | 343,974 | 83,226 | 31.9% | $1,362.67万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $5,644.06万 | 0.07% | 525,032 | -7,083 | -1.3% | -$76.14万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $5,701.39万 | 0.07% | 181,220 | 1,657 | 0.9% | $52.13万 | 加仓 |
| MS | MORGAN STANLEY | $5,706.03万 | 0.07% | 278,616 | 19,701 | 7.6% | $403.47万 | 加仓 |
| WRB | BERKLEY W R CORP | $5,746.00万 | 0.07% | 814,688 | 39,279 | 5.1% | $277.03万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $5,766.85万 | 0.07% | 58,958 | 4,924 | 9.1% | $481.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,804.23万 | 0.07% | 704,902 | 135,970 | 23.9% | $1,119.59万 | 加仓 |
| SNPS | SYNOPSYS INC | $5,843.14万 | 0.07% | 130,991 | 9,280 | 7.6% | $413.95万 | 加仓 |
| FTNT | FORTINET INC | $5,869.98万 | 0.07% | 382,110 | -48,069 | -11.2% | -$738.44万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $5,881.42万 | 0.07% | 711,922 | 16,438 | 2.4% | $135.80万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $5,887.55万 | 0.07% | 718,664 | 28,207 | 4.1% | $231.08万 | 加仓 |
| CRM | SALESFORCE INC | $5,954.52万 | 0.07% | 380,070 | -221,055 | -36.8% | -$3,463.25万 | 减仓 |
| NOW | SERVICENOW INC | $6,000.40万 | 0.07% | 604,392 | -11,622 | -1.9% | -$115.38万 | 减仓 |
| EIX | EDISON INTL | $6,028.09万 | 0.07% | 809,682 | -49,144 | -5.7% | -$365.88万 | 减仓 |
| AZN | ASTRAZENECA PLC | $6,030.73万 | 0.07% | 318,625 | 17,410 | 5.8% | $329.53万 | 加仓 |
| OEF | ISHARES TR | $6,040.02万 | 0.07% | 165,087 | -1,393 | -0.8% | -$50.97万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $6,044.81万 | 0.07% | 248,766 | -18,626 | -7.0% | -$452.60万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $6,092.14万 | 0.07% | 442,935 | -3,812 | -0.9% | -$52.43万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $6,140.57万 | 0.07% | 82 | 0 | 0.0% | — | 不变 |
| LSGR | NATIXIS ETF TRUST II | $6,155.10万 | 0.07% | 1,460,978 | 315,304 | 27.5% | $1,328.38万 | 加仓 |
| MDT | MEDTRONIC PLC | $6,171.85万 | 0.07% | 788,907 | 32,863 | 4.3% | $257.10万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $6,238.97万 | 0.08% | 282,206 | 282,206 | — | $6,238.97万 | 新建仓 |
| USRT | ISHARES TR | $6,248.11万 | 0.08% | 940,273 | 24,586 | 2.7% | $163.37万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $6,255.09万 | 0.08% | 623,764 | -35,421 | -5.4% | -$355.20万 | 减仓 |
| IJK | ISHARES TR | $6,303.72万 | 0.08% | 536,489 | 5,802 | 1.1% | $68.17万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $6,380.52万 | 0.08% | 720,641 | 15,125 | 2.1% | $133.92万 | 加仓 |