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 |
|---|---|---|---|---|---|---|---|---|
| ARMK | ARAMARK | $943.65万 | 0.01% | 165,844 | -11,027 | -6.2% | -$62.74万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $942.73万 | 0.01% | 171,875 | 116,745 | 211.8% | $640.35万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $938.42万 | 0.01% | 66,135 | 6,545 | 11.0% | $92.87万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $936.34万 | 0.01% | 43,943 | 784 | 1.8% | $16.71万 | 加仓 |
| BOTZ | GLOBAL X FDS | $933.92万 | 0.01% | 246,161 | -8,732 | -3.4% | -$33.13万 | 减仓 |
| QYLD | GLOBAL X FDS | $932.06万 | 0.01% | 505,731 | 215,325 | 74.1% | $396.84万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $931.77万 | 0.01% | 175,179 | -28,043 | -13.8% | -$149.16万 | 减仓 |
| S | SENTINELONE INC | $927.00万 | 0.01% | 546,257 | 120,833 | 28.4% | $205.05万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $926.72万 | 0.01% | 6,955 | 899 | 14.8% | $119.79万 | 加仓 |
| HEI/A | HEICO CORP NEW | $926.08万 | 0.01% | 35,906 | 8,346 | 30.3% | $215.26万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $925.79万 | 0.01% | 175,571 | -611 | -0.3% | -$3.22万 | 减仓 |
| FIVE | FIVE BELOW INC | $924.08万 | 0.01% | 51,398 | -10,505 | -17.0% | -$188.87万 | 减仓 |
| GDX | VANECK ETF TRUST | $921.86万 | 0.01% | 122,186 | -2,581 | -2.1% | -$19.47万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $920.13万 | 0.01% | 499,801 | 88,600 | 21.5% | $163.11万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $917.75万 | 0.01% | 111,648 | 92,526 | 483.9% | $760.57万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $917.67万 | 0.01% | 41,751 | 5,610 | 15.5% | $123.31万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $913.68万 | 0.01% | 155,811 | -20,136 | -11.4% | -$118.08万 | 减仓 |
| WFG | WEST FRASER TIMBER CO LTD | $910.59万 | 0.01% | 134,524 | -1,913 | -1.4% | -$12.95万 | 减仓 |
| IDXX | IDEXX LABS INC | $909.90万 | 0.01% | 17,284 | -3,107 | -15.2% | -$163.56万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $906.00万 | 0.01% | 227,261 | 22,104 | 10.8% | $88.12万 | 加仓 |
| INVH | INVITATION HOMES INC | $899.71万 | 0.01% | 297,820 | 116,569 | 64.3% | $352.15万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $898.92万 | 0.01% | 165,516 | 3,482 | 2.1% | $18.91万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $894.89万 | 0.01% | 69,323 | 11,000 | 18.9% | $142.00万 | 加仓 |
| BCS | BARCLAYS PLC | $892.30万 | 0.01% | 332,203 | 9,986 | 3.1% | $26.82万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $891.60万 | 0.01% | 296,707 | 61,463 | 26.1% | $184.70万 | 加仓 |
| VTR | VENTAS INC | $889.74万 | 0.01% | 100,196 | 2,306 | 2.4% | $20.48万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $888.44万 | 0.01% | 101,861 | 53,435 | 110.3% | $466.06万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $888.15万 | 0.01% | 99,079 | 12,248 | 14.1% | $109.79万 | 加仓 |
| EWY | ISHARES INC | $887.66万 | 0.01% | 43,964 | 9,806 | 28.7% | $197.99万 | 加仓 |
| RVLV | REVOLVE GROUP INC | $886.52万 | 0.01% | 387,297 | 387,297 | — | $886.52万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $882.31万 | 0.01% | 63,362 | 7,144 | 12.7% | $99.48万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $881.92万 | 0.01% | 420,562 | 402,771 | 2,263.9% | $844.61万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $879.91万 | 0.01% | 395,642 | -7,620 | -1.9% | -$16.95万 | 减仓 |
| CART | MAPLEBEAR INC | $878.33万 | 0.01% | 185,497 | 102,974 | 124.8% | $487.58万 | 加仓 |
| FLR | FLUOR CORP | $878.21万 | 0.01% | 167,630 | 8,665 | 5.5% | $45.40万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $877.13万 | 0.01% | 165,872 | 358 | 0.2% | $1.89万 | 加仓 |
| FISV | FISERV INC | $872.02万 | 0.01% | 177,781 | -54,460 | -23.4% | -$267.13万 | 减仓 |
| ONON | ON HLDG AG | $871.10万 | 0.01% | 245,934 | -431,199 | -63.7% | -$1,527.31万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $869.69万 | 0.01% | 164,026 | -17,631 | -9.7% | -$93.48万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $869.56万 | 0.01% | 259,416 | 174,407 | 205.2% | $584.61万 | 加仓 |
| RS | RELIANCE INC | $869.49万 | 0.01% | 23,273 | 3,015 | 14.9% | $112.64万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $864.41万 | 0.01% | 40,784 | 1,194 | 3.0% | $25.31万 | 加仓 |
| IDT | IDT CORP | $860.83万 | 0.01% | 148,010 | 5,195 | 3.6% | $30.21万 | 加仓 |
| U | UNITY SOFTWARE INC | $858.34万 | 0.01% | 300,330 | 248,277 | 477.0% | $709.58万 | 加仓 |
| EFX | EQUIFAX INC | $858.10万 | 0.01% | 54,064 | 4,949 | 10.1% | $78.55万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $856.18万 | 0.01% | 120,827 | 99,978 | 479.5% | $708.44万 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $855.40万 | 0.01% | 239,517 | -36,788 | -13.3% | -$131.38万 | 减仓 |
| THG | HANOVER INS GROUP INC | $854.16万 | 0.01% | 39,892 | 11,008 | 38.1% | $235.70万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $853.58万 | 0.01% | 22,892 | 1,675 | 7.9% | $62.46万 | 加仓 |
| CLIP | GLOBAL X FDS | $851.59万 | 0.01% | 84,866 | -6,374 | -7.0% | -$63.96万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $849.74万 | 0.01% | 301,326 | -13,812 | -4.4% | -$38.95万 | 减仓 |
| ROKU | ROKU INC | $846.65万 | 0.01% | 61,289 | -40,151 | -39.6% | -$554.65万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $844.75万 | 0.01% | 576,619 | -30,506 | -5.0% | -$44.69万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $841.19万 | 0.01% | 220,842 | -12,891 | -5.5% | -$49.10万 | 减仓 |
| BKH | BLACK HILLS CORP | $839.19万 | 0.01% | 112,794 | 30,995 | 37.9% | $230.60万 | 加仓 |
| TTC | TORO CO | $838.89万 | 0.01% | 86,110 | -12,597 | -12.8% | -$122.72万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $837.96万 | 0.01% | 65,426 | -677 | -1.0% | -$8.67万 | 减仓 |
| SEG | SEAPORT ENTMT GROUP INC | $837.78万 | 0.01% | 314,955 | -3,964 | -1.2% | -$10.54万 | 减仓 |
| PHM | PULTE GROUP INC | $834.47万 | 0.01% | 60,817 | 3,110 | 5.4% | $42.67万 | 加仓 |
| USFR | WISDOMTREE TR | $833.49万 | 0.01% | 165,540 | 19,079 | 13.0% | $96.06万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $830.16万 | 0.01% | 49,221 | -157 | -0.3% | -$2.65万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $828.85万 | 0.01% | 144,853 | -118,536 | -45.0% | -$678.26万 | 减仓 |
| APG | API GROUP CORP | $823.21万 | 0.01% | 194,383 | -33,006 | -14.5% | -$139.78万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $819.69万 | 0.01% | 73,640 | 9,120 | 14.1% | $101.52万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $813.13万 | 0.01% | 45,291 | 10,324 | 29.5% | $185.35万 | 加仓 |
| — | ELECTRONIC ARTS INC | $812.24万 | 0.01% | 39,614 | -1,173 | -2.9% | -$24.05万 | 减仓 |
| SF | STIFEL FINL CORP | $806.37万 | 0.01% | 115,575 | -67,582 | -36.9% | -$471.52万 | 减仓 |
| AMLP | ALPS ETF TR | $802.51万 | 0.01% | 154,772 | 22,561 | 17.1% | $116.98万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $801.86万 | 0.01% | 80,759 | -20,952 | -20.6% | -$208.03万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $800.07万 | 0.01% | 92,933 | 16,618 | 21.8% | $143.07万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $799.48万 | 0.01% | 21,125 | -5,479 | -20.6% | -$207.35万 | 减仓 |
| HUBS | HUBSPOT INC | $799.23万 | 0.01% | 43,791 | 92 | 0.2% | $1.68万 | 加仓 |
| AIZ | ASSURANT INC | $796.90万 | 0.01% | 29,675 | -3,686 | -11.0% | -$98.98万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $796.47万 | 0.01% | 58,718 | -146,334 | -71.4% | -$1,984.92万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $796.17万 | 0.01% | 48,751 | 1,242 | 2.6% | $20.28万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $793.54万 | 0.01% | 356,009 | 4,892 | 1.4% | $10.90万 | 加仓 |
| OMC | OMNICOM GROUP INC | $792.11万 | 0.01% | 108,762 | -218,309 | -66.7% | -$1,589.94万 | 减仓 |
| EVRG | EVERGY INC | $790.29万 | 0.01% | 91,438 | 23,913 | 35.4% | $206.68万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $790.19万 | 0.01% | 824,829 | 35,034 | 4.4% | $33.56万 | 加仓 |
| IUSV | ISHARES TR | $789.70万 | 0.01% | 71,676 | 1,549 | 2.2% | $17.07万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $789.58万 | 0.01% | 43,969 | 726 | 1.7% | $13.04万 | 加仓 |
| POOL | POOL CORP | $789.54万 | 0.01% | 36,739 | 27,929 | 317.0% | $600.21万 | 加仓 |
| TW | TRADEWEB MKTS INC | $789.40万 | 0.01% | 79,209 | -2,839 | -3.5% | -$28.29万 | 减仓 |
| UGI | UGI CORP NEW | $786.56万 | 0.01% | 227,725 | 88,683 | 63.8% | $306.31万 | 加仓 |
| IWS | ISHARES TR | $784.56万 | 0.01% | 47,666 | 11,483 | 31.7% | $189.00万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $783.93万 | 0.01% | 33,030 | -8,306 | -20.1% | -$197.13万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $783.03万 | 0.01% | 62,145 | -31,689 | -33.8% | -$399.29万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $781.13万 | 0.01% | 17,321 | -6,132 | -26.1% | -$276.54万 | 减仓 |
| RIO | RIO TINTO PLC | $777.48万 | 0.01% | 81,902 | 3,019 | 3.8% | $28.66万 | 加仓 |
| SEB | SEABOARD CORP DEL | $777.24万 | 0.01% | 1,741 | 344 | 24.6% | $153.57万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $774.99万 | 0.01% | 37,473 | 9,134 | 32.2% | $188.90万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $768.17万 | 0.01% | 148,605 | -39,572 | -21.0% | -$204.56万 | 减仓 |
| RDNT | RADNET INC | $767.81万 | 0.01% | 124,503 | 1,016 | 0.8% | $6.27万 | 加仓 |
| AA | ALCOA CORP | $764.49万 | 0.01% | 146,623 | -57,253 | -28.1% | -$298.52万 | 减仓 |
| TTAN | SERVICETITAN INC | $763.92万 | 0.01% | 108,036 | 12,235 | 12.8% | $86.51万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $763.19万 | 0.01% | 98,008 | 13,939 | 16.6% | $108.54万 | 加仓 |
| FLEX | FLEX LTD | $760.36万 | 0.01% | 46,915 | 7,484 | 19.0% | $121.29万 | 加仓 |
| EUSA | ISHARES INC | $755.95万 | 0.01% | 66,201 | -10,472 | -13.7% | -$119.58万 | 减仓 |
| KRE | SPDR SERIES TRUST | $753.77万 | 0.01% | 100,699 | 5,399 | 5.7% | $40.41万 | 加仓 |
| MGC | VANGUARD WORLD FD | $750.93万 | 0.01% | 27,432 | 764 | 2.9% | $20.91万 | 加仓 |