CERTUITY, LLC
NORTH PALM BEACH FL · SEC CIK 0001800752
$15.25亿2026Q1 申报市值
659持仓数
37.2%前十大占比 · 第一大 6.3%
98 / 38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
IJR 加仓+$612.46万
SCHG 加仓+$611.32万
WTV 加仓+$610.92万
VWO 加仓+$575.66万
VEA 加仓+$511.45万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$2.40亿
GOOG 减仓-$2.17亿
NVDA 减仓-$1.18亿
OMF 减仓-$5,344.06万
NOC 减仓-$1,416.79万
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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC CL B | $26.57万 | 0.02% | 5,074 | -1,943 | -27.7% | -$10.18万 | 减仓 |
| ASND | ASCENDIS PHARMA A S SPONSORED ADR | $26.76万 | 0.02% | 1,170 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP COM | $26.80万 | 0.02% | 2,511 | 2,511 | — | $26.80万 | 新建仓 |
| STLD | STEEL DYNAMICS INC COM | $26.81万 | 0.02% | 1,490 | 30 | 2.1% | $5,399 | 加仓 |
| WDAY | WORKDAY INC CL A | $26.85万 | 0.02% | 2,093 | 1,111 | 113.1% | $14.25万 | 加仓 |
| CCL | CARNIVAL CORP PAIRED CTF | $26.86万 | 0.02% | 10,388 | 10,388 | — | $26.86万 | 新建仓 |
| MSM | MSC INDL DIRECT INC CL A | $26.89万 | 0.02% | 2,914 | -667 | -18.6% | -$6.15万 | 减仓 |
| DBX | DROPBOX INC CL A | $27.15万 | 0.02% | 11,950 | -258 | -2.1% | -$5,862 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $27.15万 | 0.02% | 3,003 | 3,003 | — | $27.15万 | 新建仓 |
| DXCM | DEXCOM INC COM | $27.39万 | 0.02% | 4,362 | 4,362 | — | $27.39万 | 新建仓 |
| AFL | AFLAC INC COM | $27.42万 | 0.02% | 2,499 | 2,499 | — | $27.42万 | 新建仓 |
| TTEK | TETRA TECH INC NEW COM | $27.47万 | 0.02% | 9,119 | 2,618 | 40.3% | $7.89万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $27.57万 | 0.02% | 569 | 69 | 13.8% | $3.34万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | $27.69万 | 0.02% | 2,002 | 2,002 | — | $27.69万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC COM | $27.77万 | 0.02% | 11,270 | 11,270 | — | $27.77万 | 新建仓 |
| PODD | INSULET CORP COM | $28.03万 | 0.02% | 1,336 | 15 | 1.1% | $3,148 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $28.09万 | 0.02% | 3,065 | 749 | 32.3% | $6.87万 | 加仓 |
| ALLY | ALLY FINL INC COM | $28.12万 | 0.02% | 7,167 | 2,650 | 58.7% | $10.40万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $28.13万 | 0.02% | 2,792 | 2,792 | — | $28.13万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $28.16万 | 0.02% | 4,267 | 592 | 16.1% | $3.91万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $28.24万 | 0.02% | 5,087 | 1,321 | 35.1% | $7.33万 | 加仓 |
| UNM | UNUM GROUP COM | $28.27万 | 0.02% | 3,871 | 992 | 34.5% | $7.25万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $28.28万 | 0.02% | 402 | 402 | — | $28.28万 | 新建仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | $28.30万 | 0.02% | 4,188 | -1,227 | -22.7% | -$8.29万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | $28.39万 | 0.02% | 3,581 | -129 | -3.5% | -$1.02万 | 减仓 |
| TRGP | TARGA RES CORP COM | $28.46万 | 0.02% | 1,135 | -2,342 | -67.4% | -$58.72万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $28.64万 | 0.02% | 7,455 | 1,060 | 16.6% | $4.07万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $28.64万 | 0.02% | 2,513 | 1,006 | 66.8% | $11.47万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $28.67万 | 0.02% | 5,353 | -882 | -14.1% | -$4.72万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $28.74万 | 0.02% | 2,581 | 2,581 | — | $28.74万 | 新建仓 |
| O | REALTY INCOME CORP COM | $28.76万 | 0.02% | 4,701 | -805 | -14.6% | -$4.92万 | 减仓 |
| PPH | VANECK VECTORS PHARMACEUTICAL ETF | $28.90万 | 0.02% | 2,782 | -4 | -0.1% | -$415 | 减仓 |
| ALB | ALBEMARLE CORP COM | $28.91万 | 0.02% | 1,610 | 23 | 1.4% | $4,130 | 加仓 |
| — | HONEYWELL INTL INC COM | $28.97万 | 0.02% | 1,282 | -1,344 | -51.2% | -$30.38万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $28.97万 | 0.02% | 3,126 | 3,126 | — | $28.97万 | 新建仓 |
| OZK | BANK OZK COM | $28.98万 | 0.02% | 6,314 | 145 | 2.4% | $6,654 | 重新持有 |
| SBAC | SBA COMMUNICATIONS CORP NEW CL A | $29.11万 | 0.02% | 1,691 | -284 | -14.4% | -$4.89万 | 减仓 |
| NRG | NRG ENERGY INC COM NEW | $29.30万 | 0.02% | 2,005 | 544 | 37.2% | $7.95万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $29.49万 | 0.02% | 940 | -203 | -17.8% | -$6.37万 | 减仓 |
| PGR | PROGRESSIVE CORP OHIO COM | $29.50万 | 0.02% | 1,488 | -73 | -4.7% | -$1.45万 | 减仓 |
| POST | POST HLDGS INC COM | $29.68万 | 0.02% | 3,002 | 3,002 | — | $29.68万 | 新建仓 |
| MKSI | MKS INSTRS INC COM | $29.69万 | 0.02% | 1,292 | 1,292 | — | $29.69万 | 新建仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $29.77万 | 0.02% | 13,124 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE COM | $29.90万 | 0.02% | 1,104 | 63 | 6.1% | $1.71万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $29.96万 | 0.02% | 2,003 | 2,003 | — | $29.96万 | 新建仓 |
| PRI | PRIMERICA INC COM | $30.01万 | 0.02% | 1,198 | 1,198 | — | $30.01万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $30.17万 | 0.02% | 3,277 | 493 | 17.7% | $4.54万 | 加仓 |
| XYZ | SQUARE INC CL A | $30.22万 | 0.02% | 5,021 | 217 | 4.5% | $1.31万 | 重新持有 |
| ORI | OLD REP INTL CORP COM | $30.28万 | 0.02% | 7,589 | 2,627 | 52.9% | $10.48万 | 加仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $30.31万 | 0.02% | 11,897 | 11,897 | — | $30.31万 | 新建仓 |
| GLW | CORNING INC COM | $30.36万 | 0.02% | 2,233 | 2,233 | — | $30.36万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $30.40万 | 0.02% | 847 | 847 | — | $30.40万 | 新建仓 |
| TDTT | FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND | $30.54万 | 0.02% | 12,600 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC COM | $30.75万 | 0.02% | 859 | 151 | 21.3% | $5.41万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $30.75万 | 0.02% | 451 | -20,778 | -97.9% | -$1,416.79万 | 减仓 |
| DOCU | DOCUSIGN INC COM | $30.82万 | 0.02% | 6,500 | -903 | -12.2% | -$4.28万 | 减仓 |
| DG | DOLLAR GEN CORP NEW COM | $30.82万 | 0.02% | 2,596 | -484 | -15.7% | -$5.75万 | 减仓 |
| NUE | NUCOR CORP COM | $30.99万 | 0.02% | 1,833 | -207 | -10.1% | -$3.50万 | 减仓 |
| TER | TERADYNE INC COM | $31.04万 | 0.02% | 1,047 | -49 | -4.5% | -$1.45万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $31.07万 | 0.02% | 2,684 | 2,684 | — | $31.07万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC COM | $31.23万 | 0.02% | 1,646 | 1,646 | — | $31.23万 | 新建仓 |
| FOXA | FOX CORP CL A COM | $31.23万 | 0.02% | 5,348 | -1,637 | -23.4% | -$9.56万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $31.24万 | 0.02% | 1,264 | -1,198 | -48.7% | -$29.61万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $31.25万 | 0.02% | 14,428 | -410 | -2.8% | -$8,881 | 减仓 |
| CAG | CONAGRA BRANDS INC COM | $31.35万 | 0.02% | 19,943 | 1,440 | 7.8% | $2.26万 | 重新持有 |
| GMED | GLOBUS MED INC CL A | $31.38万 | 0.02% | 3,642 | 3,642 | — | $31.38万 | 新建仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | $31.42万 | 0.02% | 9,459 | 664 | 7.5% | $2.21万 | 加仓 |
| APG | API GROUP CORP COM STK | $31.44万 | 0.02% | 7,760 | 354 | 4.8% | $1.43万 | 加仓 |
| DT | DYNATRACE INC COM | $31.51万 | 0.02% | 8,522 | -776 | -8.3% | -$2.87万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $31.58万 | 0.02% | 1,137 | -568 | -33.3% | -$15.78万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $31.60万 | 0.02% | 2,977 | 2,977 | — | $31.60万 | 新建仓 |
| FCN | FTI CONSULTING INC COM | $31.68万 | 0.02% | 1,792 | 1,792 | — | $31.68万 | 新建仓 |
| AEE | AMEREN CORP COM | $31.71万 | 0.02% | 2,885 | 2,885 | — | $31.71万 | 新建仓 |
| GVA | GRANITE CONSTR INC COM | $31.77万 | 0.02% | 2,650 | 1 | 0.0% | $120 | 加仓 |
| MTG | MGIC INVT CORP WIS COM | $31.84万 | 0.02% | 12,128 | 1,546 | 14.6% | $4.06万 | 加仓 |
| MTB | M & T BK CORP COM | $31.87万 | 0.02% | 1,542 | 548 | 55.1% | $11.33万 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC COM | $31.89万 | 0.02% | 35,000 | 35,000 | — | $31.89万 | 新建仓 |
| PLD | PROLOGIS INC. COM | $31.89万 | 0.02% | 2,412 | 175 | 7.8% | $2.31万 | 加仓 |
| OKTA | OKTA INC CL A | $32.06万 | 0.02% | 4,073 | 1,649 | 68.0% | $12.98万 | 加仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $32.11万 | 0.02% | 14,226 | 14,226 | — | $32.11万 | 新建仓 |
| TTC | TORO CO COM | $32.35万 | 0.02% | 3,462 | -23 | -0.7% | -$2,149 | 减仓 |
| DLTR | DOLLAR TREE INC COM | $32.44万 | 0.02% | 2,962 | 2,962 | — | $32.44万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $32.45万 | 0.02% | 1,813 | -80 | -4.2% | -$1.43万 | 减仓 |
| FRT | FEDERAL REALTY INVT TR SH BEN INT NEW | $32.45万 | 0.02% | 3,055 | 3,055 | — | $32.45万 | 新建仓 |
| GAP | GAP INC COM | $32.57万 | 0.02% | 13,457 | 13,457 | — | $32.57万 | 新建仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $32.59万 | 0.02% | 2,057 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $32.83万 | 0.02% | 4,537 | 37 | 0.8% | $2,677 | 加仓 |
| ROST | ROSS STORES INC COM | $32.88万 | 0.02% | 1,518 | 1,518 | — | $32.88万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $32.94万 | 0.02% | 5,250 | -627 | -10.7% | -$3.93万 | 减仓 |
| DDOG | DATADOG INC CL A COM | $33.01万 | 0.02% | 2,796 | 1,208 | 76.1% | $14.26万 | 加仓 |
| G | GENPACT LIMITED SHS | $33.07万 | 0.02% | 8,878 | -6,505 | -42.3% | -$24.23万 | 减仓 |
| RY | ROYAL BK CDA COM | $33.09万 | 0.02% | 2,045 | 1 | 0.0% | $162 | 加仓 |
| DTE | DTE ENERGY CO COM | $33.18万 | 0.02% | 2,269 | 583 | 34.6% | $8.53万 | 重新持有 |
| RHI | ROBERT HALF INTL INC COM | $33.21万 | 0.02% | 13,074 | 5,575 | 74.3% | $14.16万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $33.24万 | 0.02% | 4,417 | 1,068 | 31.9% | $8.04万 | 加仓 |
| PPG | PPG INDS INC COM | $33.28万 | 0.02% | 3,114 | 187 | 6.4% | $2.00万 | 重新持有 |
| DHR | DANAHER CORPORATION COM | $33.29万 | 0.02% | 1,756 | -827 | -32.0% | -$15.68万 | 减仓 |
| — | AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF | $33.29万 | 0.02% | 5,785 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COM | $33.36万 | 0.02% | 4,526 | -433 | -8.7% | -$3.19万 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $33.65万 | 0.02% | 16,488 | -5,958 | -26.5% | -$12.16万 | 减仓 |