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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $30.72亿 | 4.34% | 5,140,749 | 456,134 | 9.7% | $2.73亿 | 加仓 |
| AAPL | APPLE INC | $23.79亿 | 3.36% | 9,372,275 | 251,644 | 2.8% | $6,386.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $22.72亿 | 3.21% | 13,024,694 | 435,164 | 3.5% | $7,589.90万 | 加仓 |
| IVV | ISHARES TR | $17.39亿 | 2.45% | 2,661,628 | 113,914 | 4.5% | $7,441.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $15.19亿 | 2.14% | 4,102,747 | 298,889 | 7.9% | $1.11亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $13.98亿 | 1.97% | 2,150,070 | 87,321 | 4.2% | $5,679.29万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $13.10亿 | 1.85% | 20,422,031 | 1,078,269 | 5.6% | $6,914.44万 | 加仓 |
| AMZN | AMAZON COM INC | $10.33亿 | 1.46% | 4,957,259 | 216,099 | 4.6% | $4,501.21万 | 加仓 |
| IEFA | ISHARES TR | $10.28亿 | 1.45% | 11,358,893 | 142,850 | 1.3% | $1,293.22万 | 加仓 |
| GOOGL | ALPHABET INC | $10.17亿 | 1.44% | 3,536,727 | 32,060 | 0.9% | $921.94万 | 加仓 |
| GOOG | ALPHABET INC | $9.74亿 | 1.38% | 3,395,333 | 34,444 | 1.0% | $988.12万 | 加仓 |
| AVGO | BROADCOM INC | $9.34亿 | 1.32% | 3,016,504 | 48,172 | 1.6% | $1,491.05万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $8.95亿 | 1.26% | 6,199,146 | 81,959 | 1.3% | $1,183.81万 | 加仓 |
| AGG | ISHARES TR | $8.84亿 | 1.25% | 8,902,771 | 910,968 | 11.4% | $9,043.18万 | 加仓 |
| QUAL | ISHARES TR | $7.67亿 | 1.08% | 4,000,492 | 472,802 | 13.4% | $9,068.82万 | 加仓 |
| META | META PLATFORMS INC | $6.88亿 | 0.97% | 1,202,181 | 109,836 | 10.1% | $6,285.45万 | 加仓 |
| LLY | ELI LILLY & CO | $6.74亿 | 0.95% | 732,549 | 24,369 | 3.4% | $2,241.37万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6.37亿 | 0.90% | 1,984,206 | 108,198 | 5.8% | $3,473.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6.16亿 | 0.87% | 2,094,775 | 43,954 | 2.1% | $1,292.96万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $4.92亿 | 0.69% | 19,184,892 | 194,233 | 1.0% | $498.03万 | 加仓 |
| IWF | ISHARES TR | $4.86亿 | 0.69% | 1,139,188 | 174,973 | 18.1% | $7,462.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4.58亿 | 0.65% | 793,351 | 42,197 | 5.6% | $2,436.25万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4.57亿 | 0.65% | 2,381,435 | 417,957 | 21.3% | $8,021.43万 | 加仓 |
| IDEV | ISHARES TR | $4.56亿 | 0.64% | 5,458,824 | 1,981,866 | 57.0% | $1.66亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4.51亿 | 0.64% | 1,846,524 | 39,639 | 2.2% | $968.92万 | 加仓 |
| IJR | ISHARES TR | $4.45亿 | 0.63% | 3,575,908 | -82,763 | -2.3% | -$1,028.84万 | 减仓 |
| IEMG | ISHARES INC | $4.38亿 | 0.62% | 6,279,041 | 992,967 | 18.8% | $6,925.94万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4.32亿 | 0.61% | 433,645 | 27,872 | 6.9% | $2,777.20万 | 加仓 |
| WMT | WALMART INC | $3.90亿 | 0.55% | 3,135,477 | -36,398 | -1.1% | -$452.36万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.87亿 | 0.55% | 808,578 | 26,522 | 3.4% | $1,270.91万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3.84亿 | 0.54% | 1,332,009 | 214,896 | 19.2% | $6,187.83万 | 加仓 |
| IJH | ISHARES TR | $3.83亿 | 0.54% | 5,668,264 | 565,958 | 11.1% | $3,822.06万 | 加仓 |
| — | EXXON MOBIL CORP | $3.72亿 | 0.52% | 2,191,719 | 97,576 | 4.7% | $1,654.87万 | 加仓 |
| SGOV | ISHARES TR | $3.59亿 | 0.51% | 3,565,410 | -377,657 | -9.6% | -$3,801.50万 | 减仓 |
| V | VISA INC | $3.47亿 | 0.49% | 1,146,777 | 13,643 | 1.2% | $412.35万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $3.25亿 | 0.46% | 12,700,878 | 1,021,582 | 8.7% | $2,617.29万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3.19亿 | 0.45% | 1,623,206 | 290,185 | 21.8% | $5,701.53万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3.08亿 | 0.44% | 5,265,965 | 435,051 | 9.0% | $2,546.79万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3.05亿 | 0.43% | 696,274 | 140,239 | 25.2% | $6,151.20万 | 加仓 |
| IWB | ISHARES TR | $2.85亿 | 0.40% | 800,125 | 55,090 | 7.4% | $1,964.36万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2.85亿 | 0.40% | 4,783,237 | 561,176 | 13.3% | $3,341.80万 | 加仓 |
| MTUM | ISHARES TR | $2.84亿 | 0.40% | 1,183,078 | 26,724 | 2.3% | $641.35万 | 加仓 |
| IAU | ISHARES GOLD TR | $2.78亿 | 0.39% | 3,158,609 | -123,607 | -3.8% | -$1,089.72万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2.72亿 | 0.38% | 3,370,456 | 484,198 | 16.8% | $3,901.67万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.69亿 | 0.38% | 3,584,206 | 459,473 | 14.7% | $3,450.68万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2.67亿 | 0.38% | 3,401,273 | 108,103 | 3.3% | $847.64万 | 加仓 |
| ITOT | ISHARES TR | $2.66亿 | 0.37% | 1,864,476 | -97,990 | -5.0% | -$1,395.66万 | 减仓 |
| ABBV | ABBVIE INC | $2.64亿 | 0.37% | 1,215,422 | 15,739 | 1.3% | $342.30万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2.63亿 | 0.37% | 5,186,873 | 303,940 | 6.2% | $1,538.24万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $2.61亿 | 0.37% | 9,796,222 | 504,492 | 5.4% | $1,342.45万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2.59亿 | 0.37% | 1,251,179 | 46,786 | 3.9% | $967.94万 | 加仓 |
| HD | HOME DEPOT INC | $2.56亿 | 0.36% | 777,287 | 15,497 | 2.0% | $509.71万 | 加仓 |
| TJX | TJX COS INC NEW | $2.52亿 | 0.36% | 1,580,717 | -1,432,360 | -47.5% | -$2.29亿 | 减仓 |
| IQLT | ISHARES TR | $2.41亿 | 0.34% | 5,216,459 | 380,929 | 7.9% | $1,761.04万 | 加仓 |
| IEI | ISHARES TR | $2.34亿 | 0.33% | 1,968,957 | 14,299 | 0.7% | $169.59万 | 加仓 |
| RTX | RTX CORPORATION | $2.33亿 | 0.33% | 1,209,485 | 1,865 | 0.2% | $35.98万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2.28亿 | 0.32% | 2,829,736 | 318,245 | 12.7% | $2,565.38万 | 加仓 |
| TSLA | TESLA INC | $2.28亿 | 0.32% | 612,977 | -468,568 | -43.3% | -$1.74亿 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.27亿 | 0.32% | 4,201,293 | 602,232 | 16.7% | $3,260.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2.27亿 | 0.32% | 863,565 | 92,785 | 12.0% | $2,439.57万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2.20亿 | 0.31% | 4,401,851 | 362,662 | 9.0% | $1,809.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.11亿 | 0.30% | 624,170 | 71,604 | 13.0% | $2,420.04万 | 加仓 |
| SHY | ISHARES TR | $2.07亿 | 0.29% | 2,503,641 | -153,722 | -5.8% | -$1,269.28万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2.04亿 | 0.29% | 3,601,934 | 32,415 | 0.9% | $183.40万 | 加仓 |
| CSCO | CISCO SYS INC | $2.02亿 | 0.29% | 2,604,207 | 38,077 | 1.5% | $295.45万 | 加仓 |
| BAC | BANK AMERICA CORP | $2.01亿 | 0.28% | 4,130,968 | -138,298 | -3.2% | -$674.28万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.01亿 | 0.28% | 933,619 | 75,921 | 8.9% | $1,634.66万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2.01亿 | 0.28% | 541,188 | 90,587 | 20.1% | $3,360.02万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.98亿 | 0.28% | 760,289 | -81,588 | -9.7% | -$2,123.66万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.98亿 | 0.28% | 395,703 | -6,329 | -1.6% | -$316.25万 | 减仓 |
| MRK | MERCK & CO INC | $1.97亿 | 0.28% | 1,639,510 | -79,940 | -4.6% | -$961.59万 | 减仓 |
| CAT | CATERPILLAR INC | $1.95亿 | 0.28% | 275,414 | 4,488 | 1.7% | $318.01万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1.95亿 | 0.28% | 947,692 | 135,862 | 16.7% | $2,796.12万 | 加仓 |
| GLD | SPDR GOLD TR | $1.85亿 | 0.26% | 430,049 | -8,201 | -1.9% | -$352.89万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1.80亿 | 0.25% | 2,346,533 | 1,982,591 | 544.8% | $1.52亿 | 加仓 |
| APH | AMPHENOL CORP | $1.78亿 | 0.25% | 1,410,675 | 57,865 | 4.3% | $731.12万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.77亿 | 0.25% | 746,482 | 254,292 | 51.7% | $6,042.48万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1.74亿 | 0.25% | 249,812 | -2,120 | -0.8% | -$147.92万 | 减仓 |
| IWD | ISHARES TR | $1.74亿 | 0.25% | 815,582 | 363,301 | 80.3% | $7,762.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.73亿 | 0.24% | 4,461,856 | 466,400 | 11.7% | $1,812.72万 | 加仓 |
| ORCL | ORACLE CORP | $1.72亿 | 0.24% | 1,171,690 | -12,301 | -1.0% | -$180.96万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1.71亿 | 0.24% | 5,510,804 | 72,960 | 1.3% | $226.22万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.71亿 | 0.24% | 6,885,220 | 181,862 | 2.7% | $450.94万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.70亿 | 0.24% | 3,212,707 | 135,223 | 4.4% | $713.71万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.66亿 | 0.23% | 1,035,004 | 85,818 | 9.0% | $1,375.85万 | 加仓 |
| EFA | ISHARES TR | $1.63亿 | 0.23% | 1,682,792 | 69,946 | 4.3% | $679.45万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.63亿 | 0.23% | 1,587,219 | 7,571 | 0.5% | $77.73万 | 加仓 |
| PEP | PEPSICO INC | $1.61亿 | 0.23% | 1,034,978 | -3,734 | -0.4% | -$57.99万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $1.61亿 | 0.23% | 4,073,067 | 35,767 | 0.9% | $140.99万 | 加仓 |
| BLK | BLACKROCK INC | $1.60亿 | 0.23% | 166,688 | 19,273 | 13.1% | $1,853.52万 | 加仓 |
| MCD | MCDONALDS CORP | $1.60亿 | 0.23% | 515,095 | 10,154 | 2.0% | $315.58万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $1.60亿 | 0.23% | 245,300 | -600 | -0.2% | -$39.02万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.55亿 | 0.22% | 183,357 | -2,930 | -1.6% | -$247.89万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1.53亿 | 0.22% | 3,259,172 | 485,245 | 17.5% | $2,276.28万 | 加仓 |
| AMGN | AMGEN INC | $1.53亿 | 0.22% | 433,555 | 21,682 | 5.3% | $762.88万 | 加仓 |
| GE | GE AEROSPACE | $1.53亿 | 0.22% | 537,505 | 55,559 | 11.5% | $1,576.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.51亿 | 0.21% | 4,307,741 | 500,863 | 13.2% | $1,755.02万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.48亿 | 0.21% | 5,034,565 | 900,605 | 21.8% | $2,655.89万 | 加仓 |
| KLAC | KLA CORP | $1.48亿 | 0.21% | 100,273 | -1,586 | -1.6% | -$233.52万 | 减仓 |
| NFLX | NETFLIX INC. | $1.45亿 | 0.20% | 1,504,236 | 164,510 | 12.3% | $1,581.88万 | 加仓 |