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 |
|---|---|---|---|---|---|---|---|---|
| ASO | ACADEMY SPORTS & OUTDOORS IN | $278.47万 | 0.00% | 49,330 | 2,317 | 4.9% | $13.08万 | 加仓 |
| VNT | VONTIER CORPORATION | $278.44万 | 0.00% | 78,499 | -3,989 | -4.8% | -$14.15万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $278.42万 | 0.00% | 32,038 | -4,859 | -13.2% | -$42.23万 | 减仓 |
| RHI | ROBERT HALF INC. | $278.42万 | 0.00% | 109,612 | -34,884 | -24.1% | -$88.61万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $278.24万 | 0.00% | 65,467 | -802 | -1.2% | -$3.41万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $278.14万 | 0.00% | 58,091 | 58,091 | — | $278.14万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $277.04万 | 0.00% | 61,210 | -642 | -1.0% | -$2.91万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $274.48万 | 0.00% | 19,756 | -2,142 | -9.8% | -$29.76万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $273.56万 | 0.00% | 28,872 | 876 | 3.1% | $8.30万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $272.34万 | 0.00% | 54,479 | 6,661 | 13.9% | $33.30万 | 加仓 |
| HDB | HDFC BANK LTD | $271.81万 | 0.00% | 109,249 | -8,634 | -7.3% | -$21.48万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $271.72万 | 0.00% | 20,076 | 1,997 | 11.0% | $27.03万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $271.09万 | 0.00% | 110,018 | -7,840 | -6.7% | -$19.32万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $270.64万 | 0.00% | 51,600 | 51,600 | — | $270.64万 | 新建仓 |
| VMI | VALMONT INDS INC | $270.58万 | 0.00% | 6,772 | -376 | -5.3% | -$15.02万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $269.94万 | 0.00% | 30,675 | -12,998 | -29.8% | -$114.38万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $269.84万 | 0.00% | 57,622 | 1,084 | 1.9% | $5.08万 | 加仓 |
| FSLR | FIRST SOLAR INC | $269.35万 | 0.00% | 13,654 | 1,905 | 16.2% | $37.58万 | 加仓 |
| CSL | CARLISLE COS INC | $268.81万 | 0.00% | 8,058 | 1,145 | 16.6% | $38.20万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $266.81万 | 0.00% | 119,487 | -120,373 | -50.2% | -$268.79万 | 减仓 |
| SMMU | PIMCO ETF TR | $266.54万 | 0.00% | 52,833 | -12,208 | -18.8% | -$61.59万 | 减仓 |
| SKM | SK TELECOM CO LTD | $265.63万 | 0.00% | 90,689 | 15,322 | 20.3% | $44.88万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $265.03万 | 0.00% | 114,829 | 61,755 | 116.4% | $142.53万 | 加仓 |
| INDA | ISHARES TR | $264.92万 | 0.00% | 56,558 | -5,671 | -9.1% | -$26.56万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $264.77万 | 0.00% | 36,469 | 157 | 0.4% | $1.14万 | 加仓 |
| UMBF | UMB FINL CORP | $264.58万 | 0.00% | 23,458 | 294 | 1.3% | $3.32万 | 加仓 |
| FALN | ISHARES TR | $264.23万 | 0.00% | 98,890 | 1,863 | 1.9% | $4.98万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $264.11万 | 0.00% | 74,332 | -10,550 | -12.4% | -$37.49万 | 减仓 |
| DEO | DIAGEO PLC | $263.08万 | 0.00% | 35,337 | 590 | 1.7% | $4.39万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $262.79万 | 0.00% | 18,482 | 10,498 | 131.5% | $149.27万 | 加仓 |
| NI | NISOURCE INC | $261.60万 | 0.00% | 56,066 | -4,243 | -7.0% | -$19.80万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $261.55万 | 0.00% | 18,211 | -692 | -3.7% | -$9.94万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $260.98万 | 0.00% | 19,031 | 3,244 | 20.5% | $44.49万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $260.81万 | 0.00% | 33,814 | 22,909 | 210.1% | $176.70万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $260.43万 | 0.00% | 308,199 | -3,258 | -1.0% | -$2.75万 | 减仓 |
| SEIC | SEI INVTS CO | $259.90万 | 0.00% | 33,121 | -6,383 | -16.2% | -$50.09万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $258.12万 | 0.00% | 39,431 | 14,860 | 60.5% | $97.27万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $257.28万 | 0.00% | 85,414 | -12,489 | -12.8% | -$37.62万 | 减仓 |
| WDAY | WORKDAY INC | $255.93万 | 0.00% | 19,699 | -37,369 | -65.5% | -$485.50万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $255.62万 | 0.00% | 14,853 | -23,460 | -61.2% | -$403.75万 | 减仓 |
| MBI | MBIA INC | $255.44万 | 0.00% | 432,216 | 331,030 | 327.2% | $195.64万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $255.00万 | 0.00% | 27,705 | 16,632 | 150.2% | $153.08万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $254.40万 | 0.00% | 47,119 | 47,119 | — | $254.40万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $254.31万 | 0.00% | 18,770 | 9,771 | 108.6% | $132.39万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $254.15万 | 0.00% | 52,500 | -21,341 | -28.9% | -$103.31万 | 减仓 |
| MLPA | GLOBAL X FDS | $254.03万 | 0.00% | 47,156 | 12,880 | 37.6% | $69.38万 | 加仓 |
| DES | WISDOMTREE TR | $253.78万 | 0.00% | 70,613 | -22,992 | -24.6% | -$82.63万 | 减仓 |
| EFAV | ISHARES TR | $252.98万 | 0.00% | 27,687 | 1,486 | 5.7% | $13.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $252.88万 | 0.00% | 14,500 | 3,700 | 34.3% | $64.53万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $252.87万 | 0.00% | 291,998 | -256 | -0.1% | -$2,217 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $252.59万 | 0.00% | 136,388 | 14,728 | 12.1% | $27.28万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $251.76万 | 0.00% | 62,783 | 36,143 | 135.7% | $144.93万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $251.51万 | 0.00% | 181,595 | 892 | 0.5% | $1.24万 | 加仓 |
| ROL | ROLLINS INC | $251.43万 | 0.00% | 47,076 | -3,187 | -6.3% | -$17.02万 | 减仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS L | $251.24万 | 0.00% | 131,472 | -18,016 | -12.1% | -$34.43万 | 减仓 |
| NMR | NOMURA HLDGS INC | $250.58万 | 0.00% | 317,596 | 7,629 | 2.5% | $6.02万 | 加仓 |
| NYF | ISHARES TR | $249.89万 | 0.00% | 47,043 | 7,439 | 18.8% | $39.52万 | 加仓 |
| WSO | WATSCO INC | $249.49万 | 0.00% | 6,858 | -81 | -1.2% | -$2.95万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $249.06万 | 0.00% | 53,724 | 585 | 1.1% | $2.71万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $248.76万 | 0.00% | 31,429 | -102,996 | -76.6% | -$815.22万 | 减仓 |
| FRPT | FRESHPET INC | $248.63万 | 0.00% | 42,170 | -6,202 | -12.8% | -$36.57万 | 减仓 |
| MORN | MORNINGSTAR INC | $248.30万 | 0.00% | 14,688 | -1,990 | -11.9% | -$33.64万 | 减仓 |
| — | BLACKROCK FLOATING RATE INCO | $248.28万 | 0.00% | 225,302 | 10,262 | 4.8% | $11.31万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $247.81万 | 0.00% | 14,402 | -3,380 | -19.0% | -$58.16万 | 减仓 |
| BCML | BAYCOM CORP | $247.70万 | 0.00% | 83,329 | -32 | -0.0% | -$951 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $247.38万 | 0.00% | 85,895 | 22,119 | 34.7% | $63.70万 | 加仓 |
| INFY | INFOSYS LTD | $247.21万 | 0.00% | 182,983 | -11,008 | -5.7% | -$14.87万 | 减仓 |
| BRO | BROWN & BROWN INC | $246.31万 | 0.00% | 37,771 | -13,499 | -26.3% | -$88.03万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $245.95万 | 0.00% | 35,692 | -46,115 | -56.4% | -$317.77万 | 减仓 |
| NFRA | FLEXSHARES TR | $245.60万 | 0.00% | 38,405 | 1,583 | 4.3% | $10.12万 | 加仓 |
| RDN | RADIAN GROUP INC | $245.44万 | 0.00% | 74,195 | -2,844 | -3.7% | -$9.41万 | 减仓 |
| WSBC | WESBANCO INC | $245.42万 | 0.00% | 71,156 | 2,349 | 3.4% | $8.10万 | 加仓 |
| ISHG | ISHARES TR | $245.11万 | 0.00% | 33,040 | 2,525 | 8.3% | $18.73万 | 加仓 |
| NWL | NEWELL BRANDS INC | $245.08万 | 0.00% | 714,528 | 121,620 | 20.5% | $41.72万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $245.06万 | 0.00% | 81,497 | 44,515 | 120.4% | $133.86万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $244.23万 | 0.00% | 46,244 | -16,547 | -26.4% | -$87.39万 | 减仓 |
| SMMD | ISHARES TR | $243.82万 | 0.00% | 31,934 | 23,666 | 286.2% | $180.69万 | 加仓 |
| — | BLACKROCK FLOATING RATE INC | $243.66万 | 0.00% | 226,448 | 7,290 | 3.3% | $7.84万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $242.49万 | 0.00% | 210,856 | -7,815 | -3.6% | -$8.99万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $241.56万 | 0.00% | 63,888 | 63,888 | — | $241.56万 | 新建仓 |
| EXPO | EXPONENT INC | $240.66万 | 0.00% | 36,883 | 10,672 | 40.7% | $69.64万 | 加仓 |
| DORM | DORMAN PRODS INC | $240.62万 | 0.00% | 23,056 | -1,633 | -6.6% | -$17.04万 | 减仓 |
| KWR | QUAKER HOUGHTON | $240.23万 | 0.00% | 19,337 | -80 | -0.4% | -$9,939 | 减仓 |
| CNM | CORE & MAIN INC | $239.66万 | 0.00% | 48,515 | 36,954 | 319.6% | $182.55万 | 加仓 |
| FNV | FRANCO NEV CORP | $239.47万 | 0.00% | 9,695 | 885 | 10.0% | $21.86万 | 加仓 |
| ITB | ISHARES TR | $239.17万 | 0.00% | 26,411 | 21,816 | 474.8% | $197.56万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $238.33万 | 0.00% | 2,254 | -66 | -2.8% | -$6.98万 | 减仓 |
| ECHO | ECHOSTAR CORP | $238.32万 | 0.00% | 20,355 | 3,406 | 20.1% | $39.88万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $237.84万 | 0.00% | 43,601 | 31,883 | 272.1% | $173.92万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $237.55万 | 0.00% | 101,857 | 101,857 | — | $237.55万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $237.40万 | 0.00% | 59,754 | -57,242 | -48.9% | -$227.42万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $237.35万 | 0.00% | 85,009 | -27,057 | -24.1% | -$75.54万 | 减仓 |
| DJCO | DAILY JOURNAL CORP | $236.20万 | 0.00% | 4,897 | -24 | -0.5% | -$1.16万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $234.77万 | 0.00% | 94,667 | 26,838 | 39.6% | $66.56万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $234.46万 | 0.00% | 62,656 | -62,556 | -50.0% | -$234.08万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $234.25万 | 0.00% | 98,094 | 16,642 | 20.4% | $39.74万 | 加仓 |
| CSTM | CONSTELLIUM SE | $234.04万 | 0.00% | 95,217 | 11,414 | 13.6% | $28.06万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $233.73万 | 0.00% | 24,497 | 15,654 | 177.0% | $149.36万 | 加仓 |
| TRP | TC ENERGY CORP | $233.66万 | 0.00% | 37,317 | 1,491 | 4.2% | $9.34万 | 加仓 |
| FCN | FTI CONSULTING INC | $233.53万 | 0.00% | 13,211 | -3,699 | -21.9% | -$65.39万 | 减仓 |