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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $1.44亿 | 0.20% | 1,861,287 | 215,700 | 13.1% | $1,665.51万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1.42亿 | 0.20% | 1,423,552 | 89,620 | 6.7% | $894.95万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.42亿 | 0.20% | 1,790,600 | 48,207 | 2.8% | $382.14万 | 加仓 |
| — | HONEYWELL INTL INC | $1.41亿 | 0.20% | 625,698 | 20,549 | 3.4% | $464.47万 | 加仓 |
| CB | CHUBB LTD SWITZ | $1.38亿 | 0.20% | 423,812 | 13,364 | 3.3% | $435.57万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.38亿 | 0.19% | 1,480,454 | 36,229 | 2.5% | $336.49万 | 加仓 |
| USVM | VICTORY PORTFOLIOS II | $1.36亿 | 0.19% | 1,434,258 | 26,295 | 1.9% | $248.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.35亿 | 0.19% | 662,704 | -14,080 | -2.1% | -$286.43万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1.33亿 | 0.19% | 579,392 | -6,437 | -1.1% | -$147.92万 | 减仓 |
| IWM | ISHARES TR | $1.33亿 | 0.19% | 535,723 | 12 | 0.0% | $2,977 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.33亿 | 0.19% | 1,413,351 | 300,102 | 27.0% | $2,820.37万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.32亿 | 0.19% | 296,654 | 35,101 | 13.4% | $1,567.40万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.27亿 | 0.18% | 866,938 | 42,804 | 5.2% | $626.12万 | 加仓 |
| C | CITIGROUP INC | $1.25亿 | 0.18% | 1,103,143 | 23,901 | 2.2% | $271.13万 | 加仓 |
| USMV | ISHARES TR | $1.23亿 | 0.17% | 1,326,083 | 103,388 | 8.5% | $958.83万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.23亿 | 0.17% | 2,532,792 | 56,421 | 2.3% | $273.42万 | 加仓 |
| ASML | ASML HLDG NV | $1.22亿 | 0.17% | 92,351 | 1,166 | 1.3% | $154.01万 | 加仓 |
| GLDM | WORLD GOLD TR | $1.17亿 | 0.17% | 1,267,461 | 85,890 | 7.3% | $796.11万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1.17亿 | 0.17% | 881,245 | 82,318 | 10.3% | $1,094.00万 | 加仓 |
| DIS | DISNEY WALT CO | $1.17亿 | 0.17% | 1,212,665 | 25,896 | 2.2% | $249.59万 | 加仓 |
| IVW | ISHARES TR | $1.17亿 | 0.16% | 1,030,500 | 512,738 | 99.0% | $5,799.56万 | 加仓 |
| SKOR | FLEXSHARES TR | $1.15亿 | 0.16% | 2,370,787 | 123,479 | 5.5% | $600.35万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.15亿 | 0.16% | 774,708 | 13,143 | 1.7% | $194.67万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.14亿 | 0.16% | 291,489 | 4,779 | 1.7% | $186.58万 | 加仓 |
| MUB | ISHARES TR | $1.14亿 | 0.16% | 1,070,265 | 71,036 | 7.1% | $754.05万 | 加仓 |
| IGM | ISHARES TR | $1.13亿 | 0.16% | 952,453 | 9,563 | 1.0% | $113.33万 | 加仓 |
| CRM | SALESFORCE INC | $1.12亿 | 0.16% | 601,125 | 67,187 | 12.6% | $1,254.16万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1.12亿 | 0.16% | 3,844,244 | 87,162 | 2.3% | $253.90万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.12亿 | 0.16% | 460,315 | 84,679 | 22.5% | $2,052.60万 | 加仓 |
| IVE | ISHARES TR | $1.09亿 | 0.15% | 517,501 | 323,873 | 167.3% | $6,838.52万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.09亿 | 0.15% | 991,753 | 161,989 | 19.5% | $1,776.85万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.05亿 | 0.15% | 491,086 | -43,852 | -8.2% | -$937.19万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1.05亿 | 0.15% | 328,689 | 22,902 | 7.5% | $728.61万 | 加仓 |
| ACWX | ISHARES TR | $1.04亿 | 0.15% | 1,521,366 | 583,164 | 62.2% | $3,992.92万 | 加仓 |
| EMR | EMERSON ELEC CO | $1.03亿 | 0.15% | 789,721 | 6,000 | 0.8% | $78.61万 | 加仓 |
| SYK | STRYKER CORPORATION | $1.03亿 | 0.15% | 314,456 | 8,703 | 2.8% | $285.97万 | 加仓 |
| PWR | QUANTA SVCS INC | $1.00亿 | 0.14% | 182,483 | -7,660 | -4.0% | -$420.57万 | 减仓 |
| ANGL | VANECK ETF TRUST | $1.00亿 | 0.14% | 3,485,369 | 150,586 | 4.5% | $432.48万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $9,980.96万 | 0.14% | 165,139 | 20,441 | 14.1% | $1,235.45万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $9,854.47万 | 0.14% | 200,486 | -210,556 | -51.2% | -$1.03亿 | 减仓 |
| GEV | GE VERNOVA INC | $9,826.50万 | 0.14% | 112,564 | 17,415 | 18.3% | $1,520.28万 | 加仓 |
| SPGI | S&P GLOBAL INC | $9,625.59万 | 0.14% | 226,304 | 27,043 | 13.6% | $1,150.24万 | 加仓 |
| DE | DEERE & CO | $9,619.23万 | 0.14% | 170,767 | 4,967 | 3.0% | $279.79万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $9,542.96万 | 0.13% | 2,090,453 | 856,350 | 69.4% | $3,909.25万 | 加仓 |
| INTU | INTUIT | $9,498.03万 | 0.13% | 219,668 | 11,195 | 5.4% | $484.05万 | 加仓 |
| IEF | ISHARES TR | $9,390.95万 | 0.13% | 983,964 | 12,657 | 1.3% | $120.80万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $9,363.07万 | 0.13% | 3,195,653 | 130,206 | 4.2% | $381.50万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $9,328.54万 | 0.13% | 1,208,682 | 95,831 | 8.6% | $739.62万 | 加仓 |
| UNP | UNION PAC CORP | $9,289.08万 | 0.13% | 382,823 | 4,531 | 1.2% | $109.94万 | 加仓 |
| URI | UNITED RENTALS INC | $9,262.91万 | 0.13% | 127,140 | 1,707 | 1.4% | $124.37万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $9,183.75万 | 0.13% | 199,217 | 26,276 | 15.2% | $1,211.30万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $9,128.70万 | 0.13% | 3,128,412 | 80,231 | 2.6% | $234.11万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $8,742.89万 | 0.12% | 258,788 | 38,513 | 17.5% | $1,301.12万 | 加仓 |
| IWR | ISHARES TR | $8,737.66万 | 0.12% | 898,470 | 38,657 | 4.5% | $375.94万 | 加仓 |
| KO | COCA COLA CO | $8,625.63万 | 0.12% | 1,134,215 | 11,874 | 1.1% | $90.30万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $8,596.45万 | 0.12% | 3,118,620 | 999,011 | 47.1% | $2,753.77万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $8,563.03万 | 0.12% | 290,154 | 125,180 | 75.9% | $3,694.32万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $8,556.86万 | 0.12% | 138,738 | 7,186 | 5.5% | $443.21万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $8,532.07万 | 0.12% | 616,834 | 7,110 | 1.2% | $98.35万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,490.48万 | 0.12% | 313,762 | 47,421 | 17.8% | $1,283.22万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $8,447.14万 | 0.12% | 1,392,773 | -24,573 | -1.7% | -$149.03万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $8,396.57万 | 0.12% | 1,167,261 | 114,195 | 10.8% | $821.45万 | 加仓 |
| WFC | WELLS FARGO & CO | $8,373.67万 | 0.12% | 1,051,839 | 60,179 | 6.1% | $479.08万 | 加仓 |
| MMM | 3M CO | $8,345.09万 | 0.12% | 574,596 | -78,733 | -12.1% | -$1,143.47万 | 减仓 |
| AMAT | APPLIED MATLS INC | $8,089.19万 | 0.11% | 236,660 | 28,459 | 13.7% | $972.75万 | 加仓 |
| CMI | CUMMINS INC | $8,003.12万 | 0.11% | 148,751 | 19,000 | 14.6% | $1,022.24万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7,930.06万 | 0.11% | 1,263,755 | -1,769 | -0.1% | -$11.10万 | 减仓 |
| TXN | TEXAS INSTRS INC | $7,879.23万 | 0.11% | 405,840 | -352,795 | -46.5% | -$6,849.38万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $7,847.20万 | 0.11% | 2,317,535 | 588,994 | 34.1% | $1,994.34万 | 加仓 |
| EFV | ISHARES TR | $7,749.98万 | 0.11% | 1,042,366 | 891,793 | 592.3% | $6,630.47万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $7,737.92万 | 0.11% | 2,166,874 | 406,269 | 23.1% | $1,450.79万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $7,717.11万 | 0.11% | 1,326,415 | 1,199,826 | 947.8% | $6,980.62万 | 加仓 |
| HTO | H2O AMERICA | $7,683.89万 | 0.11% | 1,309,679 | -136,123 | -9.4% | -$798.63万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $7,677.37万 | 0.11% | 2,502,403 | -2,930,338 | -53.9% | -$8,990.28万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $7,629.54万 | 0.11% | 1,036,060 | 59,951 | 6.1% | $441.48万 | 加仓 |
| DHR | DANAHER CORP DEL | $7,519.35万 | 0.11% | 396,584 | 35,034 | 9.7% | $664.25万 | 加仓 |
| LIN | LINDE PLC | $7,330.32万 | 0.10% | 147,861 | 17,676 | 13.6% | $876.30万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7,309.81万 | 0.10% | 1,456,371 | 141,970 | 10.8% | $712.58万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,274.98万 | 0.10% | 857,498 | 28,447 | 3.4% | $241.34万 | 加仓 |
| USHY | ISHARES TR | $7,228.28万 | 0.10% | 1,962,075 | 172,724 | 9.7% | $636.31万 | 加仓 |
| NTRS | NORTHERN TR CORP | $7,094.90万 | 0.10% | 508,340 | -15,741 | -3.0% | -$219.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7,029.88万 | 0.10% | 1,125,679 | 53,406 | 5.0% | $333.52万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $6,985.43万 | 0.10% | 352,289 | -46,498 | -11.7% | -$921.99万 | 减仓 |
| BX | BLACKSTONE INC | $6,938.52万 | 0.10% | 603,398 | 182,118 | 43.2% | $2,094.19万 | 加仓 |
| INTC | INTEL CORP | $6,757.03万 | 0.10% | 1,529,547 | -96,339 | -5.9% | -$425.59万 | 减仓 |
| — | AMPLIFY ETF TR | $6,749.06万 | 0.10% | 2,172,820 | 59,872 | 2.8% | $185.97万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6,709.02万 | 0.09% | 1,746,165 | 591,488 | 51.2% | $2,272.58万 | 加仓 |
| QCOM | QUALCOMM INC | $6,685.85万 | 0.09% | 518,888 | 30,203 | 6.2% | $389.16万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $6,670.33万 | 0.09% | 1,547,282 | -30,667 | -1.9% | -$132.21万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $6,584.29万 | 0.09% | 398,224 | -312,811 | -44.0% | -$5,172.06万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $6,582.45万 | 0.09% | 1,369,917 | 522,982 | 61.7% | $2,512.93万 | 加仓 |
| ADBE | ADOBE INC | $6,556.07万 | 0.09% | 269,704 | 25,281 | 10.3% | $614.54万 | 加仓 |
| MDT | MEDTRONIC PLC | $6,551.07万 | 0.09% | 756,044 | -34,971 | -4.4% | -$303.02万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $6,524.69万 | 0.09% | 531,231 | 176,288 | 49.7% | $2,165.20万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $6,515.79万 | 0.09% | 215,387 | 16,487 | 8.3% | $498.76万 | 加仓 |
| USB | US BANCORP | $6,510.35万 | 0.09% | 1,251,708 | 57,355 | 4.8% | $298.31万 | 加仓 |
| STIP | ISHARES TR | $6,491.62万 | 0.09% | 629,364 | -4,082 | -0.6% | -$42.10万 | 减仓 |
| NOW | SERVICENOW INC | $6,440.43万 | 0.09% | 616,014 | 48,913 | 8.6% | $511.39万 | 加仓 |
| ECL | ECOLAB INC | $6,396.43万 | 0.09% | 240,449 | -10,377 | -4.1% | -$276.05万 | 减仓 |
| VV | VANGUARD INDEX FDS | $6,345.34万 | 0.09% | 212,324 | 3,824 | 1.8% | $114.28万 | 加仓 |