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 |
|---|---|---|---|---|---|---|---|---|
| DISV | DIMENSIONAL ETF TRUST | $6,391.86万 | 0.08% | 1,592,790 | 173,472 | 12.2% | $696.14万 | 加仓 |
| HON | HONEYWELL INTL INC | $6,405.28万 | 0.08% | 286,044 | -339,654 | -54.3% | -$7,605.75万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $6,450.66万 | 0.08% | 2,724,095 | 64,420 | 2.4% | $152.55万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $6,661.88万 | 0.08% | 733,767 | -9,225 | -1.2% | -$83.75万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $6,809.31万 | 0.08% | 171,226 | -27,991 | -14.1% | -$1,113.14万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6,846.91万 | 0.08% | 70,952 | 10,571 | 17.5% | $1,020.11万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,866.30万 | 0.08% | 1,621,719 | 165,348 | 11.4% | $700.08万 | 加仓 |
| ABNB | AIRBNB INC | $6,873.44万 | 0.08% | 480,324 | 21,959 | 4.8% | $314.23万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $6,930.95万 | 0.08% | 797,119 | 65,430 | 8.9% | $568.91万 | 加仓 |
| BA | BOEING CO | $6,941.89万 | 0.08% | 320,584 | 57,399 | 21.8% | $1,242.91万 | 加仓 |
| ECL | ECOLAB INC | $6,960.25万 | 0.08% | 249,820 | 9,371 | 3.9% | $261.09万 | 加仓 |
| BX | BLACKSTONE INC | $7,136.79万 | 0.09% | 606,509 | 3,111 | 0.5% | $36.61万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $7,170.89万 | 0.09% | 291,239 | 38,166 | 15.1% | $939.72万 | 加仓 |
| VV | VANGUARD INDEX FDS | $7,262.10万 | 0.09% | 211,164 | -1,160 | -0.5% | -$39.89万 | 减仓 |
| — | AMPLIFY ETF TR | $7,350.97万 | 0.09% | 2,203,400 | 30,580 | 1.4% | $102.02万 | 加仓 |
| USB | US BANCORP | $7,354.21万 | 0.09% | 1,217,564 | -34,144 | -2.7% | -$206.23万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $7,360.62万 | 0.09% | 1,277,451 | -115,322 | -8.3% | -$664.48万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $7,372.82万 | 0.09% | 247,552 | 147,965 | 148.6% | $4,406.83万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $7,400.46万 | 0.09% | 218,769 | 3,382 | 1.6% | $114.41万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $7,435.15万 | 0.09% | 771,016 | 145,009 | 23.2% | $1,398.37万 | 加仓 |
| SNDK | SANDISK CORP | $7,499.79万 | 0.09% | 32,985 | -19,397 | -37.0% | -$4,410.29万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,553.16万 | 0.09% | 846,764 | -10,734 | -1.3% | -$95.75万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $7,637.49万 | 0.09% | 197,493 | 100,659 | 104.0% | $3,892.71万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $7,653.83万 | 0.09% | 381,508 | 39,026 | 11.4% | $782.94万 | 加仓 |
| ETN | EATON CORP PLC | $7,732.73万 | 0.09% | 181,485 | 5,086 | 2.9% | $216.70万 | 加仓 |
| LIN | LINDE PLC | $7,742.06万 | 0.09% | 149,191 | 1,330 | 0.9% | $69.02万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $7,762.47万 | 0.09% | 429,078 | 30,854 | 7.7% | $558.18万 | 加仓 |
| HTO | H2O AMERICA | $7,944.02万 | 0.10% | 1,307,227 | -2,452 | -0.2% | -$14.90万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $7,992.89万 | 0.10% | 470,492 | -60,739 | -11.4% | -$1,031.86万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $7,998.06万 | 0.10% | 2,522,251 | 19,848 | 0.8% | $62.94万 | 加仓 |
| FIX | COMFORT SYS USA INC | $8,044.81万 | 0.10% | 40,591 | -4,945 | -10.9% | -$980.06万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $8,093.09万 | 0.10% | 1,961,478 | 685,484 | 53.7% | $2,828.32万 | 加仓 |
| USHY | ISHARES TR | $8,183.13万 | 0.10% | 2,210,463 | 248,388 | 12.7% | $919.53万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $8,282.72万 | 0.10% | 1,710,245 | 340,328 | 24.8% | $1,648.21万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $8,479.68万 | 0.10% | 1,175,117 | 7,856 | 0.7% | $56.69万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $8,561.74万 | 0.10% | 168,032 | 2,893 | 1.8% | $147.41万 | 加仓 |
| NTRS | NORTHERN TR CORP | $8,652.49万 | 0.10% | 497,727 | -10,613 | -2.1% | -$184.50万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $8,686.35万 | 0.10% | 1,475,322 | 439,262 | 42.4% | $2,586.27万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $8,747.80万 | 0.11% | 1,741,550 | 1,035,517 | 146.7% | $5,201.40万 | 加仓 |
| SPGI | S&P GLOBAL INC | $8,902.18万 | 0.11% | 218,586 | -7,718 | -3.4% | -$314.32万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $8,929.72万 | 0.11% | 1,953,987 | 667,534 | 51.9% | $3,050.63万 | 加仓 |
| TER | TERADYNE INC | $9,028.68万 | 0.11% | 186,605 | -17,630 | -8.6% | -$853.01万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $9,124.48万 | 0.11% | 1,341,644 | 15,229 | 1.1% | $103.57万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $9,214.37万 | 0.11% | 144,262 | -28,742 | -16.6% | -$1,835.82万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $9,274.19万 | 0.11% | 3,196,896 | 68,484 | 2.2% | $198.67万 | 加仓 |
| KO | COCA COLA CO | $9,283.64万 | 0.11% | 1,142,308 | 8,093 | 0.7% | $65.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,335.40万 | 0.11% | 1,335,533 | 209,854 | 18.6% | $1,466.88万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $9,464.72万 | 0.11% | 3,359,852 | 241,232 | 7.7% | $679.55万 | 加仓 |
| SYK | STRYKER CORPORATION | $9,661.47万 | 0.12% | 306,865 | -7,591 | -2.4% | -$239.00万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $9,744.08万 | 0.12% | 287,674 | -2,480 | -0.9% | -$84.00万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $9,789.60万 | 0.12% | 1,276,358 | 67,676 | 5.6% | $519.07万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9,829.95万 | 0.12% | 139,760 | 1,022 | 0.7% | $71.88万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $9,889.99万 | 0.12% | 630,139 | 13,305 | 2.2% | $208.82万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $9,916.46万 | 0.12% | 1,967,939 | -122,514 | -5.9% | -$617.35万 | 减仓 |
| QCOM | QUALCOMM INC | $9,944.30万 | 0.12% | 689,576 | 170,688 | 32.9% | $2,461.47万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.00亿 | 0.12% | 199,575 | -911 | -0.5% | -$45.67万 | 减仓 |
| IEF | ISHARES TR | $1.00亿 | 0.12% | 1,061,624 | 77,660 | 7.9% | $734.43万 | 加仓 |
| WFC | WELLS FARGO & CO | $1.01亿 | 0.12% | 1,224,833 | 172,994 | 16.4% | $1,429.63万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1.03亿 | 0.12% | 2,553,687 | 236,152 | 10.2% | $949.60万 | 加仓 |
| UNP | UNION PAC CORP | $1.05亿 | 0.13% | 385,332 | 2,509 | 0.7% | $68.25万 | 加仓 |
| CMI | CUMMINS INC | $1.05亿 | 0.13% | 147,538 | -1,213 | -0.8% | -$86.51万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.06亿 | 0.13% | 909,588 | 42,650 | 4.9% | $497.66万 | 加仓 |
| IWR | ISHARES TR | $1.07亿 | 0.13% | 969,045 | 70,575 | 7.9% | $778.58万 | 加仓 |
| DE | DEERE & CO | $1.07亿 | 0.13% | 169,446 | -1,321 | -0.8% | -$83.79万 | 减仓 |
| GLW | CORNING INC | $1.08亿 | 0.13% | 423,265 | 6,765 | 1.6% | $172.03万 | 加仓 |
| IVE | ISHARES TR | $1.08亿 | 0.13% | 477,313 | -40,188 | -7.8% | -$912.51万 | 减仓 |
| NFLX | NETFLIX INC. | $1.10亿 | 0.13% | 1,534,571 | 30,335 | 2.0% | $216.60万 | 加仓 |
| EMR | EMERSON ELEC CO | $1.11亿 | 0.13% | 774,947 | -14,774 | -1.9% | -$211.49万 | 减仓 |
| DHR | DANAHER CORP DEL | $1.13亿 | 0.14% | 591,658 | 195,074 | 49.2% | $3,715.84万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.13亿 | 0.14% | 3,902,668 | 707,015 | 22.1% | $2,049.71万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1.14亿 | 0.14% | 2,877,128 | 710,254 | 32.8% | $2,808.34万 | 加仓 |
| DIS | DISNEY WALT CO | $1.16亿 | 0.14% | 1,205,463 | -7,202 | -0.6% | -$69.32万 | 减仓 |
| ANGL | VANECK ETF TRUST | $1.16亿 | 0.14% | 3,970,297 | 484,928 | 13.9% | $1,417.93万 | 加仓 |
| MUB | ISHARES TR | $1.19亿 | 0.14% | 1,101,170 | 30,905 | 2.9% | $332.60万 | 加仓 |
| ACWX | ISHARES TR | $1.26亿 | 0.15% | 1,658,498 | 137,132 | 9.0% | $1,043.71万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.26亿 | 0.15% | 798,791 | 24,083 | 3.1% | $380.60万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1.26亿 | 0.15% | 566,718 | -12,674 | -2.2% | -$282.48万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.27亿 | 0.15% | 255,874 | -40,780 | -13.7% | -$2,025.67万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.28亿 | 0.15% | 429,200 | 23,360 | 5.8% | $696.30万 | 加仓 |
| PEP | PEPSICO INC | $1.28亿 | 0.15% | 944,926 | -90,052 | -8.7% | -$1,219.34万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.31亿 | 0.16% | 1,493,361 | 12,907 | 0.9% | $113.28万 | 加仓 |
| MCD | MCDONALDS CORP | $1.32亿 | 0.16% | 489,118 | -25,977 | -5.0% | -$702.20万 | 减仓 |
| USMV | ISHARES TR | $1.32亿 | 0.16% | 1,373,229 | 47,146 | 3.6% | $454.77万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.34亿 | 0.16% | 646,294 | 185,979 | 40.4% | $3,869.70万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.35亿 | 0.16% | 340,330 | 11,641 | 3.5% | $462.35万 | 加仓 |
| SKOR | FLEXSHARES TR | $1.36亿 | 0.16% | 2,795,524 | 424,737 | 17.9% | $2,061.67万 | 加仓 |
| PWR | QUANTA SVCS INC | $1.36亿 | 0.16% | 188,952 | 6,469 | 3.5% | $465.77万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1.36亿 | 0.16% | 4,000,364 | 156,120 | 4.1% | $531.41万 | 加仓 |
| GEV | GE VERNOVA INC | $1.38亿 | 0.17% | 117,368 | 4,804 | 4.3% | $564.39万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.39亿 | 0.17% | 333,274 | 19,512 | 6.2% | $810.98万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.42亿 | 0.17% | 1,544,223 | 130,872 | 9.3% | $1,207.56万 | 加仓 |
| URI | UNITED RENTALS INC | $1.43亿 | 0.17% | 126,289 | -851 | -0.7% | -$96.41万 | 减仓 |
| CB | CHUBB LIMITED | $1.45亿 | 0.18% | 425,907 | 2,095 | 0.5% | $71.38万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.45亿 | 0.18% | 2,644,308 | 111,516 | 4.4% | $613.45万 | 加仓 |
| IVW | ISHARES TR | $1.48亿 | 0.18% | 1,074,898 | 44,398 | 4.3% | $610.61万 | 加仓 |
| USVM | VICTORY PORTFOLIOS II | $1.50亿 | 0.18% | 1,363,934 | -70,324 | -4.9% | -$772.37万 | 减仓 |
| C | CITIGROUP INC | $1.54亿 | 0.19% | 1,099,020 | -4,123 | -0.4% | -$57.71万 | 减仓 |
| IGM | ISHARES TR | $1.54亿 | 0.19% | 944,121 | -8,332 | -0.9% | -$136.29万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1.56亿 | 0.19% | 1,799,915 | 212,696 | 13.4% | $1,838.17万 | 加仓 |
| GLD | SPDR GOLD TR | $1.56亿 | 0.19% | 423,832 | -6,217 | -1.4% | -$229.03万 | 减仓 |