13F 机构持仓

CERTUITY, LLC

NORTH PALM BEACH FL · SEC CIK 0001800752

2026Q22026Q1 更早 9 个季度 🔒
$21.51亿2026Q2 申报市值
674持仓数
46.6%前十大占比 · 第一大 14.5%
68 / 60新建仓 / 清仓
申报市值走势$21.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MU 14.5%
ABBV 5.8%
C 5.5%
AAPL 4.0%
VOO 3.6%
GE 3.2%
OMF 2.6%
IVV 2.6%
NVDA 2.5%
INTC 2.1%

2026Q2 买入最多 按季末市值估算

ABBV 加仓+$1.22亿
AAPL 加仓+$2,445.09万
XOM 新建仓+$1,443.44万
WTV 加仓+$317.17万
SCHG 加仓+$296.84万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$1,775.08万
VGSH 清仓-$120.24万
MU 减仓-$104.58万
ADBE 减仓-$95.91万
MRK 减仓-$93.45万

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
MSI MOTOROLA SOLUTIONS INC COM NEW $19.39万0.01%467 -39-7.7% -$1.62万 减仓
AVTR AVANTOR INC COM $19.57万0.01%19,772 9,22587.5% $9.13万 加仓
GDOT GREEN DOT CORP CL A $19.76万0.01%14,624 00.0% — 不变
PFLT PENNANTPARK FLOATING RATE CAP COM $19.94万0.01%26,658 00.0% — 不变
SAN BANCO SANTANDER SA ADR $19.96万0.01%14,461 -8,539-37.1% -$11.78万 减仓
PPL PPL CORP COM $20.06万0.01%5,519 5,519— $20.06万 新建仓
ENTG ENTEGRIS INC COM $20.16万0.01%1,121 1,121— $20.16万 新建仓
CPAY FLEETCOR TECHNOLOGIES INC COM $20.20万0.01%606 606— $20.20万 新建仓
IEUR ISHARES CORE MSCI EUROPE ETF $20.31万0.01%2,702 2,702— $20.31万 新建仓
MSCI MSCI INC COM $20.33万0.01%363 -12-3.2% -$6,720 减仓
SONY SONY CORP SPONSORED ADR $20.44万0.01%10,189 -2,348-18.7% -$4.71万 减仓
ARCC ARES CAPITAL CORP COM $20.45万0.01%11,039 -1,821-14.2% -$3.37万 减仓
JKHY HENRY JACK & ASSOC INC COM $20.53万0.01%1,491 -1,348-47.5% -$18.56万 减仓
ALGN ALIGN TECHNOLOGY INC COM $20.53万0.01%1,217 141.2% $2,362 加仓
POOL POOL CORPORATION COM $20.54万0.01%956 956— $20.54万 新建仓
SYK STRYKER CORP COM $20.91万0.01%664 -141-17.5% -$4.44万 减仓
ALB ALBEMARLE CORP COM $20.91万0.01%1,549 -61-3.8% -$8,235 减仓
PII POLARIS INC COM $21.07万0.01%3,078 3,078— $21.07万 新建仓
APO APOLLO GLOBAL MGMT INC COM CL A $21.12万0.01%1,785 -139-7.2% -$1.64万 减仓
PSMT PRICESMART INC COM $21.12万0.01%1,081 -23-2.1% -$4,494 减仓
SAP SAP SE SPON ADR $21.14万0.01%1,372 443.3% $6,780 加仓
CCL CARNIVAL CORP PAIRED CTF $21.17万0.01%7,406 -2,982-28.7% -$8.52万 减仓
MCO MOODYS CORP COM $21.19万0.01%468 245.4% $1.09万 加仓
INTU INTUIT COM $21.22万0.01%813 -604-42.6% -$15.76万 减仓
MPC MARATHON PETE CORP COM $21.22万0.01%830 -90-9.8% -$2.30万 减仓
WRB BERKLEY W R CORP COM $21.24万0.01%3,012 3,012— $21.24万 新建仓
CORT CORCEPT THERAPEUTICS INC COM $21.33万0.01%2,453 -88-3.5% -$7,653 减仓
HAS HASBRO INC COM $21.40万0.01%2,591 1385.6% $1.14万 加仓
AVT AVNET INC COM $21.44万0.01%2,414 2,414— $21.44万 新建仓
HIG HARTFORD FINL SVCS GROUP INC COM $21.56万0.01%1,627 -68-4.0% -$9,013 减仓
COWZ PACER US CASH COWS 100 ETF $21.70万0.01%3,489 -150-4.1% -$9,331 减仓
LFUS LITTELFUSE INC COM $21.72万0.01%477 477— $21.72万 新建仓
AGO ASSURED GUARANTY LTD COM $21.76万0.01%2,715 -1,995-42.4% -$15.99万 减仓
DRI DARDEN RESTAURANTS INC COM $21.78万0.01%1,057 1,057— $21.78万 新建仓
UPS UNITED PARCEL SERVICE INC CL B $21.80万0.01%2,028 2,028— $21.80万 新建仓
VOT VANGUARD MID-CAP GROWTH INDEX FUND $22.01万0.01%718 718— $22.01万 新建仓
DRAM ROUNDHILL MEMORY ETF $22.19万0.01%3,005 3,005— $22.19万 新建仓
GIS GENERAL MLS INC COM $22.42万0.01%6,443 6,443— $22.42万 新建仓
BCS BARCLAYS PLC ADR $22.48万0.01%8,369 -1,766-17.4% -$4.74万 减仓
COLB COLUMBIA BKG SYS INC COM $22.48万0.01%7,015 7,015— $22.48万 新建仓
VAC MARRIOTT VACTINS WORLDWID CORP COM $22.59万0.01%2,217 2,217— $22.59万 新建仓
CHD CHURCH & DWIGHT INC COM $22.63万0.01%2,336 -93-3.8% -$9,010 减仓
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS $22.75万0.01%11,436 -2,608-18.6% -$5.19万 减仓
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND $22.77万0.01%623 623— $22.77万 新建仓
VXF VANGUARD EXTENDED MARKET INDEX FUND $22.77万0.01%925 925— $22.77万 新建仓
PAYX PAYCHEX INC COM $22.80万0.01%2,319 2,319— $22.80万 新建仓
CDW CDW CORP COM $22.85万0.01%1,625 -184-10.2% -$2.59万 减仓
STE STERIS PLC SHS USD $22.91万0.01%1,088 1,088— $22.91万 新建仓
MET METLIFE INC COM $22.95万0.01%2,712 -228-7.8% -$1.93万 减仓
— ELECTRONIC ARTS INC COM $22.98万0.01%1,121 595.6% $1.21万 加仓
NSC NORFOLK SOUTHERN CORP COM $22.99万0.01%731 -3-0.4% -$944 减仓
GPC GENUINE PARTS CO COM $23.04万0.01%1,953 1,953— $23.04万 新建仓
POST POST HLDGS INC COM $23.04万0.01%2,611 -391-13.0% -$3.45万 减仓
WDAY WORKDAY INC CL A $23.18万0.01%1,885 -208-9.9% -$2.56万 减仓
WAB WABTEC COM $23.37万0.01%867 -56-6.1% -$1.51万 减仓
TXT TEXTRON INC COM $23.47万0.01%2,558 27211.9% $2.50万 加仓
OC OWENS CORNING NEW COM $23.48万0.01%1,477 1,477— $23.48万 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES $23.52万0.01%865 865— $23.52万 新建仓
MTSI MACOM TECH SOLUTIONS HLDGS INC COM $23.66万0.01%622 622— $23.66万 新建仓
FOXA FOX CORP CL A COM $23.66万0.01%4,537 -811-15.2% -$4.23万 减仓
BSX BOSTON SCIENTIFIC CORP COM $23.73万0.01%5,559 3095.9% $1.32万 加仓
MMM 3M CO COM $23.77万0.01%1,468 60.4% $971 加仓
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF $23.86万0.01%1,087 131.2% $2,854 加仓
DXCM DEXCOM INC COM $23.88万0.01%3,546 -816-18.7% -$5.50万 减仓
IVE ISHARES S&P 500 VALUE ETF $23.91万0.01%1,053 00.0% — 不变
EQIX EQUINIX INC COM $23.95万0.01%230 230— $23.95万 新建仓
NRG NRG ENERGY INC COM NEW $24.03万0.01%1,645 -360-18.0% -$5.26万 减仓
SPG SIMON PPTY GROUP INC NEW COM $24.04万0.01%1,075 1,075— $24.04万 新建仓
TREX TREX CO INC COM $24.08万0.01%4,812 4,812— $24.08万 新建仓
CMG CHIPOTLE MEXICAN GRILL INC COM $24.13万0.01%7,173 1622.3% $5,449 加仓
DHR DANAHER CORPORATION COM $24.14万0.01%1,267 -489-27.8% -$9.32万 减仓
ARKK ARK INNOVATION ETF $24.31万0.01%3,008 -456-13.2% -$3.68万 减仓
HBAN HUNTINGTON BANCSHARES INC COM $24.32万0.01%13,718 -798-5.5% -$1.41万 减仓
ARGX ARGENX SE SPONSORED ADR $24.34万0.01%264 -58-18.0% -$5.35万 减仓
TRU TRANSUNION COM $24.38万0.01%3,380 40613.7% $2.93万 加仓
BR BROADRIDGE FINL SOLUTIONS INC COM $24.54万0.01%1,792 55144.4% $7.55万 重新持有
UHS UNIVERSAL HLTH SVCS INC CL B $24.56万0.01%1,652 -161-8.9% -$2.39万 减仓
AOS SMITH A O CORP COM $24.57万0.01%3,918 -4,601-54.0% -$28.86万 减仓
COR AMERISOURCEBERGEN CORP COM $24.77万0.01%875 -428-32.8% -$12.11万 减仓
VICR VICOR CORP COM $24.80万0.01%653 653— $24.80万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $24.82万0.01%7,455 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GRP INC COM $24.84万0.01%3,060 30411.0% $2.47万 加仓
NBIS YANDEX N V SHS CLASS A 看涨期权 $24.86万0.01%900 00.0% — 不变
BE BLOOM ENERGY CORP COM CL A $24.89万0.01%822 822— $24.89万 新建仓
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST $24.94万0.01%3,140 140.4% $1,112 加仓
PODD INSULET CORP COM $25.08万0.01%1,647 31123.3% $4.73万 加仓
IEX IDEX CORP COM $25.53万0.01%1,125 1,125— $25.53万 新建仓
AME AMETEK INC COM $25.55万0.01%1,056 1,056— $25.55万 新建仓
AIZ ASSURANT INC COM $25.59万0.01%953 738.3% $1.96万 加仓
QQQI NEOS NASDAQ 100 HIGH INCOME ETF $25.62万0.01%4,511 4,511— $25.62万 新建仓
MAR MARRIOTT INTL INC NEW CL A $25.62万0.01%691 10.1% $371 加仓
MTG MGIC INVT CORP WIS COM $25.68万0.01%9,105 -3,023-24.9% -$8.52万 减仓
GGG GRACO INC COM $25.70万0.01%3,399 -3,625-51.6% -$27.41万 减仓
DGX QUEST DIAGNOSTICS INC COM $25.86万0.01%1,220 -11-0.9% -$2,331 减仓
AEP AMERICAN ELEC PWR CO INC COM $25.89万0.01%1,892 191.0% $2,600 加仓
BPOP POPULAR INC COM NEW $25.96万0.01%1,581 1,581— $25.96万 新建仓
IQV IQVIA HLDGS INC COM $25.98万0.01%1,345 1,345— $25.98万 新建仓
RGA REINSURANCE GRP OF AMERICA INC COM NEW $25.99万0.01%1,222 1,222— $25.99万 新建仓
COIN COINBASE GLOBAL INC COM CL A $26.11万0.01%1,786 47135.8% $6.89万 加仓
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD $26.15万0.01%1,085 1,085— $26.15万 新建仓