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 |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | $2,318.20万 | 0.03% | 267,513 | 22,139 | 9.0% | $191.85万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $2,317.72万 | 0.03% | 688,365 | 50,274 | 7.9% | $169.27万 | 加仓 |
| ONON | ON HLDG AG | $2,303.61万 | 0.03% | 677,133 | -177,015 | -20.7% | -$602.21万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $2,294.61万 | 0.03% | 387,471 | 243,175 | 168.5% | $1,440.08万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $2,294.00万 | 0.03% | 382,525 | 39,832 | 11.6% | $238.87万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $2,270.02万 | 0.03% | 85,079 | 15,831 | 22.9% | $422.39万 | 加仓 |
| IWO | ISHARES TR | $2,267.21万 | 0.03% | 72,245 | 4,454 | 6.6% | $139.78万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $2,257.37万 | 0.03% | 1,745,837 | 1,745,837 | — | $2,257.37万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $2,256.47万 | 0.03% | 349,137 | -11,068 | -3.1% | -$71.53万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $2,250.03万 | 0.03% | 389,682 | 389,682 | — | $2,250.03万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $2,247.71万 | 0.03% | 68,721 | -5,522 | -7.4% | -$180.61万 | 减仓 |
| SYY | SYSCO CORP | $2,232.29万 | 0.03% | 312,949 | 64,514 | 26.0% | $460.18万 | 加仓 |
| DG | DOLLAR GEN CORP | $2,229.14万 | 0.03% | 187,749 | 25,088 | 15.4% | $297.87万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2,217.55万 | 0.03% | 46,857 | -1,580 | -3.3% | -$74.78万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $2,212.86万 | 0.03% | 488,490 | -39,907 | -7.6% | -$180.78万 | 减仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $2,208.94万 | 0.03% | 1,532,951 | 1,432,949 | 1,432.9% | $2,064.84万 | 加仓 |
| VHT | VANGUARD WORLD FD | $2,205.42万 | 0.03% | 80,981 | 10,266 | 14.5% | $279.58万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $2,202.76万 | 0.03% | 81,311 | -3,839 | -4.5% | -$104.00万 | 减仓 |
| NTRA | NATERA INC | $2,194.21万 | 0.03% | 109,716 | -5,559 | -4.8% | -$111.17万 | 减仓 |
| AON | AON PLC | $2,174.52万 | 0.03% | 67,369 | 20,176 | 42.8% | $651.24万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,170.02万 | 0.03% | 435,659 | 643 | 0.1% | $3.20万 | 加仓 |
| VEEV | VEEVA SYS INC | $2,167.83万 | 0.03% | 123,411 | 27,678 | 28.9% | $486.19万 | 加仓 |
| CTVA | CORTEVA INC | $2,164.62万 | 0.03% | 258,586 | -3,152 | -1.2% | -$26.39万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $2,162.16万 | 0.03% | 262,621 | 74,129 | 39.3% | $610.30万 | 加仓 |
| APA | APA CORPORATION | $2,160.45万 | 0.03% | 509,061 | 119,210 | 30.6% | $505.93万 | 加仓 |
| IGF | ISHARES TR | $2,149.59万 | 0.03% | 320,833 | 47,288 | 17.3% | $316.83万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $2,148.27万 | 0.03% | 825,939 | -10,181 | -1.2% | -$26.48万 | 减仓 |
| SHLD | GLOBAL X FDS | $2,139.35万 | 0.03% | 301,998 | 301,998 | — | $2,139.35万 | 新建仓 |
| INCY | INCYTE CORP | $2,131.83万 | 0.03% | 226,501 | 1,585 | 0.7% | $14.92万 | 加仓 |
| EXC | EXELON CORP | $2,129.58万 | 0.03% | 434,432 | -9,047 | -2.0% | -$44.35万 | 减仓 |
| STE | STERIS PLC | $2,123.66万 | 0.03% | 96,037 | -113,886 | -54.3% | -$2,518.36万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $2,121.39万 | 0.03% | 92,050 | 2,541 | 2.8% | $58.56万 | 加仓 |
| HDV | ISHARES TR | $2,119.30万 | 0.03% | 156,153 | 3,518 | 2.3% | $47.75万 | 加仓 |
| ILMN | ILLUMINA INC | $2,117.20万 | 0.03% | 171,766 | -20,325 | -10.6% | -$250.53万 | 减仓 |
| CSX | CSX CORP | $2,097.09万 | 0.03% | 510,862 | 53,506 | 11.7% | $219.64万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,088.54万 | 0.03% | 226,252 | -5,357 | -2.3% | -$49.45万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $2,087.96万 | 0.03% | 1,135,996 | 751,229 | 195.2% | $1,380.76万 | 加仓 |
| VRSN | VERISIGN INC | $2,087.14万 | 0.03% | 84,036 | -14,221 | -14.5% | -$353.20万 | 减仓 |
| GIS | GENERAL MILLS INC | $2,086.69万 | 0.03% | 560,635 | 165,314 | 41.8% | $615.30万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,067.14万 | 0.03% | 427,811 | 302,971 | 242.7% | $1,463.92万 | 加仓 |
| ITT | ITT INC | $2,054.17万 | 0.03% | 107,814 | 26,528 | 32.6% | $505.43万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $2,053.18万 | 0.03% | 360,206 | 238,789 | 196.7% | $1,361.10万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $2,050.62万 | 0.03% | 80,800 | 3,200 | 4.1% | $81.21万 | 加仓 |
| CPAY | CORPAY INC | $2,018.64万 | 0.03% | 69,372 | 28,310 | 68.9% | $823.79万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $2,009.43万 | 0.03% | 248,230 | 142,131 | 134.0% | $1,150.55万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $2,001.76万 | 0.03% | 121,216 | -42,143 | -25.8% | -$695.95万 | 减仓 |
| DVY | ISHARES TR | $2,001.51万 | 0.03% | 132,188 | 3,742 | 2.9% | $56.66万 | 加仓 |
| IWN | ISHARES TR | $1,987.99万 | 0.03% | 104,854 | -10,536 | -9.1% | -$199.76万 | 减仓 |
| YUM | YUM BRANDS INC | $1,987.24万 | 0.03% | 127,817 | 13,570 | 11.9% | $210.98万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $1,986.79万 | 0.03% | 251,113 | 243,996 | 3,428.4% | $1,930.48万 | 加仓 |
| DSI | ISHARES TR | $1,983.73万 | 0.03% | 163,687 | 29,069 | 21.6% | $352.29万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $1,981.37万 | 0.03% | 1,821,111 | -3,378 | -0.2% | -$3.68万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,980.73万 | 0.03% | 390,393 | 279,964 | 253.5% | $1,420.45万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $1,969.74万 | 0.03% | 479,723 | 479,723 | — | $1,969.74万 | 新建仓 |
| XEL | XCEL ENERGY INC | $1,957.64万 | 0.03% | 246,430 | -6,626 | -2.6% | -$52.64万 | 减仓 |
| LQD | ISHARES TR | $1,951.98万 | 0.03% | 179,097 | 50,677 | 39.5% | $552.33万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,933.05万 | 0.03% | 128,170 | 14,673 | 12.9% | $221.30万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1,926.74万 | 0.03% | 11,142 | 6,343 | 132.2% | $1,096.87万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,920.85万 | 0.03% | 199,114 | -56,017 | -22.0% | -$540.40万 | 减仓 |
| TSN | TYSON FOODS INC | $1,905.96万 | 0.03% | 297,480 | 49,194 | 19.8% | $315.19万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,904.03万 | 0.03% | 144,529 | 10,770 | 8.1% | $141.88万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,890.33万 | 0.03% | 590,534 | -77,314 | -11.6% | -$247.49万 | 减仓 |
| FAST | FASTENAL CO | $1,885.78万 | 0.03% | 406,417 | -13,615 | -3.2% | -$63.17万 | 减仓 |
| CMF | ISHARES TR | $1,882.47万 | 0.03% | 331,070 | 79,792 | 31.8% | $453.70万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1,862.83万 | 0.03% | 400,954 | 120,391 | 42.9% | $559.34万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,862.54万 | 0.03% | 225,079 | 6,354 | 2.9% | $52.58万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1,853.03万 | 0.03% | 674,802 | 501,801 | 290.1% | $1,377.96万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1,846.53万 | 0.03% | 257,427 | 5,744 | 2.3% | $41.20万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,842.12万 | 0.03% | 106,738 | -47,466 | -30.8% | -$819.18万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,838.37万 | 0.03% | 37,912 | 4,555 | 13.7% | $220.87万 | 加仓 |
| EVR | EVERCORE INC | $1,834.46万 | 0.03% | 61,453 | 12,510 | 25.6% | $373.44万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1,832.37万 | 0.03% | 203,323 | 22,829 | 12.6% | $205.74万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,807.66万 | 0.03% | 649,070 | 119,466 | 22.6% | $332.71万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1,805.25万 | 0.03% | 1,001,805 | 193,169 | 23.9% | $348.09万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $1,804.88万 | 0.03% | 291,816 | 104,181 | 55.5% | $644.36万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $1,802.37万 | 0.03% | 311,398 | -6,557 | -2.1% | -$37.95万 | 减仓 |
| KEY | KEYCORP | $1,792.01万 | 0.03% | 893,770 | 462,313 | 107.2% | $926.94万 | 加仓 |
| NU | NU HLDGS LTD | $1,788.85万 | 0.03% | 1,244,847 | 36,683 | 3.0% | $52.71万 | 加仓 |
| III | INFORMATION SVCS GROUP INC | $1,786.18万 | 0.03% | 4,651,499 | 120,702 | 2.7% | $46.35万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $1,778.84万 | 0.03% | 58,453 | -3,040 | -4.9% | -$92.51万 | 减仓 |
| TXT | TEXTRON INC | $1,777.78万 | 0.03% | 203,036 | -167,124 | -45.1% | -$1,463.34万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,777.49万 | 0.03% | 221,108 | -483,075 | -68.6% | -$3,883.45万 | 减仓 |
| EOG | EOG RES INC | $1,769.52万 | 0.02% | 122,400 | 33,281 | 37.3% | $481.14万 | 加仓 |
| NKE | NIKE INC | $1,768.62万 | 0.02% | 334,878 | -5,365 | -1.6% | -$28.33万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,759.61万 | 0.02% | 542,589 | 19,641 | 3.8% | $63.70万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,759.28万 | 0.02% | 154,346 | 61,763 | 66.7% | $703.99万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,752.32万 | 0.02% | 240,772 | -89,012 | -27.0% | -$647.82万 | 减仓 |
| MAGS | LISTED FDS TR | $1,751.10万 | 0.02% | 302,226 | -89,726 | -22.9% | -$519.87万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,748.70万 | 0.02% | 285,193 | 278,378 | 4,084.8% | $1,706.91万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,743.72万 | 0.02% | 474,483 | -4,122 | -0.9% | -$15.15万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $1,743.34万 | 0.02% | 659,356 | 53,429 | 8.8% | $141.27万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $1,740.64万 | 0.02% | 410,141 | -16,807 | -3.9% | -$71.33万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $1,719.87万 | 0.02% | 281,714 | 29,218 | 11.6% | $178.38万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1,714.07万 | 0.02% | 25,166 | 5,531 | 28.2% | $376.72万 | 加仓 |
| VICI | VICI PPTYS INC | $1,712.48万 | 0.02% | 626,821 | 214,143 | 51.9% | $585.04万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $1,707.24万 | 0.02% | 348,558 | 20,934 | 6.4% | $102.53万 | 加仓 |
| IVZ | INVESCO LTD | $1,705.49万 | 0.02% | 702,134 | -3,111 | -0.4% | -$7.56万 | 减仓 |
| DOW | DOW HLDGS INC | $1,705.39万 | 0.02% | 409,501 | 288,378 | 238.1% | $1,200.96万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,698.33万 | 0.02% | 305,895 | 29,571 | 10.7% | $164.18万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,689.58万 | 0.02% | 247,943 | -53,017 | -17.6% | -$361.28万 | 减仓 |