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 |
|---|---|---|---|---|---|---|---|---|
| — | NYLI MACKAY DEFINEDTERM MUNI | $21.54万 | 0.00% | 13,894 | 0 | 0.0% | — | 不变 |
| SD | SANDRIDGE ENERGY INC | $21.61万 | 0.00% | 15,773 | 15,773 | — | $21.61万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $21.62万 | 0.00% | 19,800 | 19,800 | — | $21.62万 | 新建仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $21.64万 | 0.00% | 2,036 | 2,036 | — | $21.64万 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC | $21.75万 | 0.00% | 7,191 | -1,532 | -17.6% | -$4.63万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $21.76万 | 0.00% | 12,830 | 12,830 | — | $21.76万 | 新建仓 |
| CNEQ | THE ALGER ETF TRUST | $21.79万 | 0.00% | 5,280 | 5,280 | — | $21.79万 | 新建仓 |
| — | ISHARES INC | $21.81万 | 0.00% | 4,364 | -109 | -2.4% | -$5,448 | 减仓 |
| TU | TELUS CORPORATION | $21.89万 | 0.00% | 20,705 | 5,486 | 36.0% | $5.80万 | 加仓 |
| CMBT | CMB.TECH NV | $21.90万 | 0.00% | 15,653 | -2,250 | -12.6% | -$3.15万 | 减仓 |
| FISI | FINANCIAL INSTITUTIONS INC | $21.92万 | 0.00% | 5,625 | 5,625 | — | $21.92万 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $21.96万 | 0.00% | 5,035 | -10 | -0.2% | -$436 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $21.97万 | 0.00% | 18,128 | -38,294 | -67.9% | -$46.41万 | 减仓 |
| STBA | S & T BANCORP INC | $21.98万 | 0.00% | 4,479 | 4,479 | — | $21.98万 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC | $22.05万 | 0.00% | 13,162 | 13,162 | — | $22.05万 | 新建仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $22.05万 | 0.00% | 1,933 | -184 | -8.7% | -$2.10万 | 减仓 |
| DFH | DREAM FINDERS HOMES INC | $22.10万 | 0.00% | 12,803 | 12,803 | — | $22.10万 | 新建仓 |
| HNST | HONEST CO INC | $22.10万 | 0.00% | 60,382 | 3,899 | 6.9% | $1.43万 | 加仓 |
| MSBI | MIDLAND STATES BANCORP INC | $22.11万 | 0.00% | 7,101 | 7,101 | — | $22.11万 | 新建仓 |
| — | INVESTMENT MANAGERS SER TR I | $22.25万 | 0.00% | 9,500 | 9,500 | — | $22.25万 | 新建仓 |
| IAT | ISHARES TR | $22.29万 | 0.00% | 3,583 | 3,583 | — | $22.29万 | 新建仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $22.30万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| VLU | SPDR SERIES TRUST | $22.39万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $22.41万 | 0.00% | 3,590 | 3,590 | — | $22.41万 | 新建仓 |
| INTA | INTAPP INC | $22.45万 | 0.00% | 8,905 | -12,456 | -58.3% | -$31.40万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $22.77万 | 0.00% | 23,518 | 23,518 | — | $22.77万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $22.77万 | 0.00% | 26,009 | 13,924 | 115.2% | $12.19万 | 加仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $22.85万 | 0.00% | 84,008 | 463 | 0.6% | $1,259 | 加仓 |
| IGRO | ISHARES TR | $22.86万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORP | $22.88万 | 0.00% | 88,356 | 74,186 | 523.5% | $19.21万 | 加仓 |
| ICOW | PACER FDS TR | $22.90万 | 0.00% | 5,510 | 0 | 0.0% | — | 不变 |
| AIN | ALBANY INTL CORP | $22.90万 | 0.00% | 3,074 | 3,074 | — | $22.90万 | 新建仓 |
| JBBB | JANUS DETROIT STR TR | $22.92万 | 0.00% | 4,841 | -1,010 | -17.3% | -$4.78万 | 减仓 |
| OFG | OFG BANCORP | $22.97万 | 0.00% | 4,682 | -23,920 | -83.6% | -$117.38万 | 减仓 |
| XPER | XPERI INC | $22.98万 | 0.00% | 27,922 | -4,951 | -15.1% | -$4.07万 | 减仓 |
| AIA | ISHARES TR | $22.99万 | 0.00% | 1,623 | 1,623 | — | $22.99万 | 新建仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $23.02万 | 0.00% | 20,966 | 7,247 | 52.8% | $7.96万 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $23.05万 | 0.00% | 4,000 | 0 | 0.0% | — | 重新持有 |
| HMN | HORACE MANN EDUCATORS CORP N | $23.08万 | 0.00% | 4,469 | 4,469 | — | $23.08万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $23.09万 | 0.00% | 11,233 | 11,233 | — | $23.09万 | 新建仓 |
| — | ISHARES TR | $23.12万 | 0.00% | 6,000 | 6,000 | — | $23.12万 | 新建仓 |
| AVBH | AVIDBANK HLDGS INC | $23.14万 | 0.00% | 7,006 | -113 | -1.6% | -$3,732 | 减仓 |
| KIE | SPDR SERIES TRUST | $23.15万 | 0.00% | 3,796 | 3,796 | — | $23.15万 | 新建仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $23.16万 | 0.00% | 1,184 | 1,184 | — | $23.16万 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $23.21万 | 0.00% | 7,315 | 7,315 | — | $23.21万 | 新建仓 |
| FRMI | FERMI INC | $23.24万 | 0.00% | 25,367 | 25,367 | — | $23.24万 | 新建仓 |
| OIS | OIL STS INTL INC | $23.26万 | 0.00% | 29,044 | -16,454 | -36.2% | -$13.18万 | 减仓 |
| ILF | ISHARES TR | $23.29万 | 0.00% | 6,900 | 6,900 | — | $23.29万 | 新建仓 |
| CSV | CARRIAGE SVCS INC | $23.31万 | 0.00% | 6,079 | -175 | -2.8% | -$6,710 | 减仓 |
| SETM | SPROTT FDS TR | $23.43万 | 0.00% | 7,519 | 7,519 | — | $23.43万 | 新建仓 |
| VIA | VIA TRANSN INC | $23.49万 | 0.00% | 12,948 | 12,948 | — | $23.49万 | 新建仓 |
| INN | SUMMIT HOTEL PPTYS | $23.58万 | 0.00% | 33,643 | 19,971 | 146.1% | $14.00万 | 重新持有 |
| LXRX | LEXICON PHARMACEUTICALS INC | $23.62万 | 0.00% | 98,400 | -12,058 | -10.9% | -$2.89万 | 减仓 |
| — | EATON VANCE TAX MNGED BUY WR | $23.62万 | 0.00% | 15,201 | 0 | 0.0% | — | 不变 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $23.62万 | 0.00% | 29,903 | 18,952 | 173.1% | $14.97万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $23.63万 | 0.00% | 6,365 | 6,365 | — | $23.63万 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $23.69万 | 0.00% | 2,135 | -2,267 | -51.5% | -$25.15万 | 重新持有 |
| SPT | SPROUT SOCIAL INC | $23.79万 | 0.00% | 31,507 | 31,507 | — | $23.79万 | 新建仓 |
| — | RESOURCES CONNECTION INC | $23.86万 | 0.00% | 56,144 | 3,941 | 7.5% | $1.67万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $23.91万 | 0.00% | 15,805 | -24,072 | -60.4% | -$36.42万 | 减仓 |
| — | CODA OCTOPUS GROUP INC | $23.94万 | 0.00% | 24,500 | 0 | 0.0% | — | 不变 |
| IBCP | INDEPENDENT BK CORP MICH | $23.98万 | 0.00% | 6,649 | -1,192 | -15.2% | -$4.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $24.01万 | 0.00% | 1,200 | -13,300 | -91.7% | -$266.12万 | 减仓 |
| ANGO | ANGIODYNAMICS INC | $24.02万 | 0.00% | 18,464 | 1,607 | 9.5% | $2.09万 | 加仓 |
| CC | CHEMOURS CO | $24.07万 | 0.00% | 11,729 | 11,729 | — | $24.07万 | 新建仓 |
| LOB | LIVE OAK BANCSHARES INC | $24.21万 | 0.00% | 5,928 | 5,928 | — | $24.21万 | 新建仓 |
| IBHI | ISHARES TR | $24.24万 | 0.00% | 10,364 | 23 | 0.2% | $538 | 加仓 |
| SSO | PROSHARES TR | $24.24万 | 0.00% | 3,598 | -2,187 | -37.8% | -$14.73万 | 重新持有 |
| IETC | ISHARES U S ETF TR | $24.25万 | 0.00% | 2,259 | 0 | 0.0% | — | 重新持有 |
| MFA | MFA FINL INC | $24.28万 | 0.00% | 25,055 | -7,369 | -22.7% | -$7.14万 | 减仓 |
| HTFL | HEARTFLOW INC | $24.39万 | 0.00% | 8,313 | 8,313 | — | $24.39万 | 新建仓 |
| OXM | OXFORD INDS INC | $24.40万 | 0.00% | 6,996 | -373 | -5.1% | -$1.30万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $24.42万 | 0.00% | 7,664 | 0 | 0.0% | — | 不变 |
| OSBC | OLD SECOND BANCORP INC DEL | $24.42万 | 0.00% | 10,472 | -65 | -0.6% | -$1,516 | 减仓 |
| GPGI | GPGI INC | $24.44万 | 0.00% | 15,423 | -237 | -1.5% | -$3,756 | 减仓 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $24.46万 | 0.00% | 5,125 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $24.49万 | 0.00% | 13,697 | 13,697 | — | $24.49万 | 新建仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $24.55万 | 0.00% | 22,336 | 136 | 0.6% | $1,495 | 加仓 |
| OUST | OUSTER INC | $24.58万 | 0.00% | 3,931 | 3,931 | — | $24.58万 | 新建仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $24.58万 | 0.00% | 5,409 | 5,409 | — | $24.58万 | 新建仓 |
| TIPT | TIPTREE INC | $24.68万 | 0.00% | 13,772 | 13,772 | — | $24.68万 | 新建仓 |
| ADTN | ADTRAN HOLDINGS INC | $24.72万 | 0.00% | 17,786 | -2,005 | -10.1% | -$2.79万 | 减仓 |
| APOG | APOGEE ENTERPRISES INC | $24.72万 | 0.00% | 5,405 | 5,405 | — | $24.72万 | 新建仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $24.73万 | 0.00% | 20,939 | 4,925 | 30.8% | $5.82万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $24.73万 | 0.00% | 3,217 | -24,488 | -88.4% | -$188.28万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $24.83万 | 0.00% | 44,827 | 627 | 1.4% | $3,474 | 加仓 |
| ACT | ENACT HLDGS INC | $24.86万 | 0.00% | 5,439 | -1,830 | -25.2% | -$8.36万 | 减仓 |
| OMDA | OMADA HEALTH INC | $24.88万 | 0.00% | 11,335 | 11,335 | — | $24.88万 | 新建仓 |
| — | FTC SOLAR INC | $24.91万 | 0.00% | 49,031 | 0 | 0.0% | — | 不变 |
| — | PLDT INC | $24.91万 | 0.00% | 14,217 | -1,503 | -9.6% | -$2.63万 | 减仓 |
| IWC | ISHARES TR | $24.96万 | 0.00% | 1,248 | -120 | -8.8% | -$2.40万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $25.00万 | 0.00% | 6,798 | 6,798 | — | $25.00万 | 新建仓 |
| GOOGL | ALPHABET INC 看涨期权 | $25.02万 | 0.00% | 700 | -2,500 | -78.1% | -$89.34万 | 减仓 |
| NIO | NIO INC | $25.11万 | 0.00% | 49,629 | -921 | -1.8% | -$4,660 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $25.12万 | 0.00% | 2,508 | 207 | 9.0% | $2.07万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $25.21万 | 0.00% | 18,512 | 426 | 2.4% | $5,802 | 加仓 |
| FSUN | FIRSTSUN CAP BANCORP | $25.26万 | 0.00% | 6,514 | 6,514 | — | $25.26万 | 新建仓 |
| ZIP | ZIPRECRUITER INC | $25.32万 | 0.00% | 67,527 | 23,176 | 52.3% | $8.69万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $25.35万 | 0.00% | 10,777 | -18,467 | -63.1% | -$43.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON 看涨期权 | $25.40万 | 0.00% | 1,000 | 1,000 | — | $25.40万 | 新建仓 |