13F 机构持仓

CERTUITY, LLC

NORTH PALM BEACH FL · SEC CIK 0001800752

2026Q22026Q1 更早 9 个季度 🔒
$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
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

C 6.3%
MU 6.0%
VOO 4.4%
AAPL 3.6%
GE 3.5%
OMF 3.3%
NVDA 3.2%
IVV 3.0%
MS 2.2%
FLG 1.8%

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
RNG RINGCENTRAL INC CL A $47.48万0.03%12,766 12,766— $47.48万 新建仓
YETI YETI HLDGS INC COM $47.54万0.03%12,993 3,97744.1% $14.55万 加仓
ROBO ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF $47.75万0.03%6,978 280.4% $1,916 加仓
STT STATE STR CORP COM $47.90万0.03%3,785 1,20846.9% $15.29万 加仓
PTC PTC INC COM $48.02万0.03%3,370 3,370— $48.02万 新建仓
EVR EVERCORE INC CLASS A $48.50万0.03%1,625 38130.6% $11.37万 加仓
FFIV F5 NETWORKS INC COM $48.58万0.03%1,679 874108.6% $25.29万 加仓
SNPS SYNOPSYS INC COM $48.78万0.03%1,246 24324.2% $9.51万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC COM $49.02万0.03%1,736 43933.8% $12.40万 加仓
— DUPONT DE NEMOURS INC COM $49.23万0.03%10,748 3,94758.0% $18.08万 加仓
SEIC SEI INVTS CO COM $49.26万0.03%6,277 2,03748.0% $15.98万 加仓
WST WEST PHARMACEUTICAL SVSC INC COM $49.68万0.03%1,982 42627.4% $10.68万 加仓
IBM INTERNATIONAL BUSINESS MACHINES COM $50.11万0.03%2,067 -278-11.9% -$6.74万 减仓
QCOM QUALCOMM INC COM $50.14万0.03%3,900 -4,251-52.2% -$54.65万 减仓
EMR EMERSON ELEC CO COM $50.63万0.03%3,864 -2,502-39.3% -$32.78万 减仓
FDX FEDEX CORP COM $51.33万0.03%1,441 20616.7% $7.34万 加仓
PYPL PAYPAL HLDGS INC COM $51.38万0.03%11,360 4,41063.5% $19.95万 加仓
NDSN NORDSON CORP COM $51.48万0.03%1,935 57242.0% $15.22万 加仓
TSN TYSON FOODS INC CL A $52.22万0.03%8,150 -2,180-21.1% -$13.97万 减仓
GRMN GARMIN LTD SHS $52.28万0.03%2,253 64540.1% $14.97万 加仓
CAH CARDINAL HEALTH INC COM $52.80万0.03%2,499 66536.3% $14.05万 加仓
SLV ISHARES SILVER TRUST $52.97万0.03%7,773 1,30720.2% $8.91万 加仓
CFG CITIZENS FINANCIAL GROUP INC COM $53.36万0.03%8,898 2,73944.5% $16.43万 加仓
JBL JABIL INC COM $53.45万0.04%2,012 23913.5% $6.35万 加仓
AVY AVERY DENNISON CORP COM $53.53万0.04%3,100 48718.6% $8.41万 加仓
CVS CVS HEALTH CORP COM $53.78万0.04%7,488 2,23942.7% $16.08万 加仓
DE DEERE & CO COM $53.87万0.04%956 -703-42.4% -$39.61万 减仓
DOV DOVER CORP COM $54.32万0.04%2,606 -616-19.1% -$12.84万 减仓
TEL TE CONNECTIVITY LTD REG SHS $54.42万0.04%2,604 -15-0.6% -$3,135 减仓
ADSK AUTODESK INC COM $54.51万0.04%2,277 -923-28.8% -$22.10万 减仓
CIEN CIENA CORP COM NEW $54.66万0.04%1,408 1,408— $54.66万 新建仓
MAS MASCO CORP COM $54.67万0.04%9,056 2,05129.3% $12.38万 加仓
SCHX SCHWAB U.S. LARGE-CAP ETF $54.84万0.04%21,390 60.0% $154 加仓
NNN NATIONAL RETAIL PROPERTIES INC COM $54.98万0.04%13,082 4,09245.5% $17.20万 加仓
ST SENSATA TECHNOLOGIES HLDNG PLC SHS $55.06万0.04%15,633 4,78544.1% $16.85万 加仓
HCA HCA HEALTHCARE INC COM $55.26万0.04%1,168 90.8% $4,258 加仓
JBHT HUNT J B TRANS SVCS INC COM $55.41万0.04%2,615 66534.1% $14.09万 加仓
MTCH MATCH GROUP INC NEW COM $55.51万0.04%18,075 18,075— $55.51万 新建仓
EXPD EXPEDITORS INTL WASH INC COM $55.52万0.04%3,876 2717.5% $3.88万 加仓
AOS SMITH A O CORP COM $56.17万0.04%8,519 1,31418.2% $8.66万 加仓
BMO BANK MONTREAL COM $56.19万0.04%4,152 -48-1.1% -$6,496 减仓
VV VANGUARD LARGE-CAP INDEX FUND $56.69万0.04%1,897 00.0% — 不变
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND $56.75万0.04%2,639 1,325100.8% $28.50万 加仓
EPR EPR PPTYS COM SH BEN INT $56.91万0.04%11,391 1,37913.8% $6.89万 加仓
CASY CASEYS GEN STORES INC COM $57.35万0.04%788 -213-21.3% -$15.50万 减仓
VTV VANGUARD VALUE INDEX FUND $57.35万0.04%2,923 -614-17.4% -$12.05万 减仓
DAL DELTA AIR LINES INC DEL COM NEW $57.47万0.04%8,648 -74-0.8% -$4,918 减仓
INGR INGREDION INC COM $57.82万0.04%5,133 1,14928.8% $12.94万 加仓
LAMR LAMAR ADVERTISING CO NEW CL A $57.91万0.04%4,572 1,86168.6% $23.57万 加仓
ADI ANALOG DEVICES INC COM $57.97万0.04%1,822 1368.1% $4.33万 加仓
LECO LINCOLN ELEC HLDGS INC COM $58.18万0.04%2,336 -199-7.9% -$4.96万 减仓
GGG GRACO INC COM $59.45万0.04%7,024 1,23721.4% $10.47万 加仓
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF $59.84万0.04%12,964 00.0% — 不变
TNL WYNDHAM DESTINATIONS INC COM $60.05万0.04%8,679 1,93628.7% $13.40万 加仓
MUU DIREXION DAILY MU BULL 2X ETF $60.19万0.04%5,000 5,000— $60.19万 新建仓
LIN LINDE PLC SHS $61.12万0.04%1,233 -185-13.0% -$9.17万 减仓
INTU INTUIT COM $61.26万0.04%1,417 46348.5% $20.02万 加仓
PEP PEPSICO INC COM $61.38万0.04%3,952 -1,363-25.6% -$21.17万 减仓
CLH CLEAN HARBORS INC COM $61.47万0.04%2,144 44526.2% $12.76万 加仓
MCK MCKESSON CORP COM $61.58万0.04%712 -757-51.5% -$65.47万 减仓
ACWI ISHARES MSCI ACWI INDEX FUND $62.46万0.04%4,514 00.0% — 不变
SHEL ROYAL DUTCH SHELL PLC SPONS ADR A $62.63万0.04%6,734 -75-1.1% -$6,975 减仓
NOW SERVICENOW INC COM $62.66万0.04%5,954 1,59736.7% $16.81万 加仓
ULTA ULTA BEAUTY INC COM $62.80万0.04%1,201 28531.1% $14.90万 加仓
BYD BOYD GAMING CORP COM $63.37万0.04%7,711 1,24119.2% $10.20万 加仓
VNQ VANGUARD REAL ESTATE ETF $63.48万0.04%7,157 190.3% $1,685 加仓
EGP EASTGROUP PPTY INC COM $63.72万0.04%3,443 1,12748.7% $20.86万 加仓
GWW GRAINGER W W INC COM $63.78万0.04%585 20.3% $2,181 加仓
DUK DUKE ENERGY CORP NEW COM NEW $64.51万0.04%4,926 1,60648.4% $21.03万 加仓
HACK ETFMG PRIME CYBER SECURITY ETF $64.61万0.04%8,739 00.0% — 不变
SNA SNAP ON INC COM $64.81万0.04%1,784 60351.1% $21.90万 加仓
LHX L3HARRIS TECHNOLOGIES INC COM $65.00万0.04%1,883 -401-17.6% -$13.84万 减仓
OHI OMEGA HEALTHCARE INVS INC COM $65.04万0.04%14,843 1,2259.0% $5.37万 加仓
TXG 10X GENOMICS INC CL A COM $65.61万0.04%30,906 10,70253.0% $22.72万 加仓
WDC WESTERN DIGITAL CORP. COM $65.68万0.04%2,428 22410.2% $6.06万 加仓
CW CURTISS WRIGHT CORP COM $66.49万0.04%976 20125.9% $13.69万 加仓
ABT ABBOTT LABS $66.52万0.04%6,479 -4,213-39.4% -$43.26万 减仓
APP APPLOVIN CORP COM CL A $67.44万0.04%1,694 100.6% $3,981 加仓
PH PARKER HANNIFIN CORP COM $67.87万0.04%758 9714.7% $8.69万 加仓
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF $68.34万0.04%7,276 00.0% — 不变
TGT TARGET CORP COM $68.64万0.05%5,663 -390-6.4% -$4.73万 减仓
NTAP NETAPP INC COM $68.90万0.05%6,729 -419-5.9% -$4.29万 减仓
JCI JOHNSON CTLS INTL PLC SHS $69.46万0.05%5,304 1,64144.8% $21.49万 加仓
WM WASTE MGMT INC DEL COM $70.07万0.05%3,049 94645.0% $21.74万 加仓
UNH UNITEDHEALTH GROUP INC COM $70.73万0.05%2,614 -79-2.9% -$2.14万 减仓
TMO THERMO FISHER SCIENTIFIC INC COM $71.03万0.05%1,445 -68-4.5% -$3.34万 减仓
RL RALPH LAUREN CORP CL A $71.07万0.05%2,066 47129.5% $16.20万 加仓
TXN TEXAS INSTRS INC COM $71.15万0.05%3,665 -178-4.6% -$3.46万 减仓
CCK CROWN HLDGS INC COM $71.50万0.05%7,132 1,60729.1% $16.11万 加仓
FIVE FIVE BELOW INC COM $71.54万0.05%3,131 1,17560.1% $26.85万 加仓
ZM ZOOM VIDEO COMMUNICATIONS INC CL A $71.88万0.05%8,981 7699.4% $6.15万 加仓
ESS ESSEX PPTY TR INC COM $73.12万0.05%3,021 94645.6% $22.90万 加仓
NBIS YANDEX N V SHS CLASS A $73.19万0.05%7,054 3074.6% $3.19万 加仓
TT TRANE TECHNOLOGIES PLC SHS $73.32万0.05%1,759 -3,008-63.1% -$125.38万 减仓
SHW SHERWIN WILLIAMS CO COM $74.10万0.05%2,312 38920.2% $12.47万 加仓
ABNB AIRBNB INC COM CL A $74.29万0.05%5,883 1,69740.5% $21.43万 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM $74.49万0.05%3,772 1,12542.5% $22.22万 加仓
MNST MONSTER BEVERAGE CORP NEW COM $75.00万0.05%10,351 2,03224.4% $14.72万 加仓
ECL ECOLAB INC COM $75.79万0.05%2,849 48120.3% $12.80万 加仓
VB VANGUARD SMALL-CAP INDEX FUND $75.88万0.05%2,897 00.0% — 不变