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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $4.51亿 | 0.64% | 1,846,524 | 39,639 | 2.2% | $968.92万 | 加仓 |
| IDEV | ISHARES TR | $4.56亿 | 0.64% | 5,458,824 | 1,981,866 | 57.0% | $1.66亿 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4.57亿 | 0.65% | 2,381,435 | 417,957 | 21.3% | $8,021.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4.58亿 | 0.65% | 793,351 | 42,197 | 5.6% | $2,436.25万 | 加仓 |
| IWF | ISHARES TR | $4.86亿 | 0.69% | 1,139,188 | 174,973 | 18.1% | $7,462.09万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $4.92亿 | 0.69% | 19,184,892 | 194,233 | 1.0% | $498.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6.16亿 | 0.87% | 2,094,775 | 43,954 | 2.1% | $1,292.96万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6.37亿 | 0.90% | 1,984,206 | 108,198 | 5.8% | $3,473.45万 | 加仓 |
| LLY | ELI LILLY & CO | $6.74亿 | 0.95% | 732,549 | 24,369 | 3.4% | $2,241.37万 | 加仓 |
| META | META PLATFORMS INC | $6.88亿 | 0.97% | 1,202,181 | 109,836 | 10.1% | $6,285.45万 | 加仓 |
| QUAL | ISHARES TR | $7.67亿 | 1.08% | 4,000,492 | 472,802 | 13.4% | $9,068.82万 | 加仓 |
| AGG | ISHARES TR | $8.84亿 | 1.25% | 8,902,771 | 910,968 | 11.4% | $9,043.18万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $8.95亿 | 1.26% | 6,199,146 | 81,959 | 1.3% | $1,183.81万 | 加仓 |
| AVGO | BROADCOM INC | $9.34亿 | 1.32% | 3,016,504 | 48,172 | 1.6% | $1,491.05万 | 加仓 |
| GOOG | ALPHABET INC | $9.74亿 | 1.38% | 3,395,333 | 34,444 | 1.0% | $988.12万 | 加仓 |
| GOOGL | ALPHABET INC | $10.17亿 | 1.44% | 3,536,727 | 32,060 | 0.9% | $921.94万 | 加仓 |
| IEFA | ISHARES TR | $10.28亿 | 1.45% | 11,358,893 | 142,850 | 1.3% | $1,293.22万 | 加仓 |
| AMZN | AMAZON COM INC | $10.33亿 | 1.46% | 4,957,259 | 216,099 | 4.6% | $4,501.21万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $13.10亿 | 1.85% | 20,422,031 | 1,078,269 | 5.6% | $6,914.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $13.98亿 | 1.97% | 2,150,070 | 87,321 | 4.2% | $5,679.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $15.19亿 | 2.14% | 4,102,747 | 298,889 | 7.9% | $1.11亿 | 加仓 |
| IVV | ISHARES TR | $17.39亿 | 2.45% | 2,661,628 | 113,914 | 4.5% | $7,441.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $22.72亿 | 3.21% | 13,024,694 | 435,164 | 3.5% | $7,589.90万 | 加仓 |
| AAPL | APPLE INC | $23.79亿 | 3.36% | 9,372,275 | 251,644 | 2.8% | $6,386.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $30.72亿 | 4.34% | 5,140,749 | 456,134 | 9.7% | $2.73亿 | 加仓 |