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 |
|---|---|---|---|---|---|---|---|---|
| SMMD | ISHARES RUSSELL 2500 ETF | $75.95万 | 0.05% | 9,947 | -390 | -3.8% | -$2.98万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $76.18万 | 0.05% | 4,197 | -784 | -15.7% | -$14.23万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $76.31万 | 0.05% | 6,743 | 863 | 14.7% | $9.77万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $76.72万 | 0.05% | 1,397 | -2 | -0.1% | -$1,098 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $77.53万 | 0.05% | 6,854 | 727 | 11.9% | $8.22万 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $78.27万 | 0.05% | 3,841 | 18 | 0.5% | $3,668 | 加仓 |
| DIS | DISNEY WALT CO COM DISNEY | $78.61万 | 0.05% | 8,156 | -1,117 | -12.0% | -$10.77万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $78.61万 | 0.05% | 2,585 | 960 | 59.1% | $29.19万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF | $80.71万 | 0.05% | 13,554 | 13,554 | — | $80.71万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $80.79万 | 0.05% | 6,901 | -3,512 | -33.7% | -$41.11万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY GROUP LTD ORD | $81.62万 | 0.05% | 8,279 | -99 | -1.2% | -$9,760 | 减仓 |
| CRUS | CIRRUS LOGIC INC COM | $84.59万 | 0.06% | 5,849 | 1,039 | 21.6% | $15.03万 | 加仓 |
| TWLO | TWILIO INC CL A | $84.74万 | 0.06% | 6,735 | 3,354 | 99.2% | $42.20万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $84.81万 | 0.06% | 21,946 | 1 | 0.0% | $39 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $85.47万 | 0.06% | 21,994 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $85.85万 | 0.06% | 11,547 | 11,547 | — | $85.85万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $85.89万 | 0.06% | 9,248 | -623 | -6.3% | -$5.79万 | 减仓 |
| CF | CF INDS HLDGS INC COM | $86.57万 | 0.06% | 6,668 | 3,446 | 107.0% | $44.74万 | 加仓 |
| AMGN | AMGEN INC COM | $87.09万 | 0.06% | 2,475 | -304 | -10.9% | -$10.70万 | 减仓 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA-EX JAPAN ETF | $87.79万 | 0.06% | 14,765 | 14,765 | — | $87.79万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $87.92万 | 0.06% | 3,808 | -193 | -4.8% | -$4.46万 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $88.13万 | 0.06% | 4,271 | 1,115 | 35.3% | $23.01万 | 加仓 |
| CMI | CUMMINS INC COM | $88.41万 | 0.06% | 1,643 | 138 | 9.2% | $7.43万 | 加仓 |
| XBI | SPDR S&P BIOTECH ETF | $89.03万 | 0.06% | 6,970 | -142 | -2.0% | -$1.81万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $89.12万 | 0.06% | 1,933 | 16 | 0.8% | $7,376 | 加仓 |
| GEV | GE VERNOVA INC COM | $89.34万 | 0.06% | 1,028 | 113 | 12.3% | $9.82万 | 加仓 |
| LOW | LOWES COS INC COM | $90.50万 | 0.06% | 3,830 | -1,221 | -24.2% | -$28.85万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $91.02万 | 0.06% | 3,497 | -228 | -6.1% | -$5.93万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $91.27万 | 0.06% | 2,484 | 1 | 0.0% | $367 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $91.42万 | 0.06% | 13,828 | 22 | 0.2% | $1,454 | 加仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $91.56万 | 0.06% | 3,103 | 10 | 0.3% | $2,951 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $92.11万 | 0.06% | 13,206 | -2,494 | -15.9% | -$17.40万 | 减仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $93.47万 | 0.06% | 12,908 | 6,507 | 101.7% | $47.12万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $93.65万 | 0.06% | 5,664 | 764 | 15.6% | $12.63万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $94.09万 | 0.06% | 11,040 | -588 | -5.1% | -$5.01万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $95.48万 | 0.06% | 12,382 | -359 | -2.8% | -$2.77万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $96.28万 | 0.06% | 4,178 | 876 | 26.5% | $20.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $100.57万 | 0.07% | 6,963 | -1,998 | -22.3% | -$28.86万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $100.61万 | 0.07% | 2,365 | 143 | 6.4% | $6.08万 | 加仓 |
| IJH | ISHARES S&P MIDCAP FUND | $101.37万 | 0.07% | 15,011 | -778 | -4.9% | -$5.25万 | 减仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $102.23万 | 0.07% | 10,869 | 10,869 | — | $102.23万 | 新建仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $102.68万 | 0.07% | 18,081 | -293 | -1.6% | -$1.66万 | 减仓 |
| KLAC | KLA CORPORATION COM NEW | $103.09万 | 0.07% | 700 | 290 | 70.7% | $42.71万 | 加仓 |
| ORCL | ORACLE CORP COM | $103.81万 | 0.07% | 7,057 | -3,283 | -31.8% | -$48.29万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $104.17万 | 0.07% | 11,084 | -1,434 | -11.5% | -$13.48万 | 减仓 |
| PSX | PHILLIPS 66 COM | $104.33万 | 0.07% | 5,727 | 237 | 4.3% | $4.32万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $105.21万 | 0.07% | 5,306 | -1,238 | -18.9% | -$24.55万 | 减仓 |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | $105.93万 | 0.07% | 806 | -8 | -1.0% | -$1.05万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $105.97万 | 0.07% | 3,087 | -43 | -1.4% | -$1.48万 | 减仓 |
| FBK | FB FINL CORP COM | $106.62万 | 0.07% | 20,528 | -247,546 | -92.3% | -$1,285.75万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $107.45万 | 0.07% | 15,505 | 1,439 | 10.2% | $9.97万 | 加仓 |
| TTE | TOTAL SA ACT | $108.83万 | 0.07% | 11,958 | -44 | -0.4% | -$4,005 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $111.49万 | 0.07% | 7,999 | -32 | -0.4% | -$4,460 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $111.85万 | 0.07% | 5,828 | -7,500 | -56.3% | -$143.94万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $112.80万 | 0.07% | 4,502 | 2,207 | 96.2% | $55.30万 | 加仓 |
| EOG | EOG RES INC COM | $115.16万 | 0.08% | 7,966 | 465 | 6.2% | $6.72万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $115.90万 | 0.08% | 40,368 | 7,126 | 21.4% | $20.46万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP COM | $116.83万 | 0.08% | 6,057 | 290 | 5.0% | $5.59万 | 加仓 |
| DASH | DOORDASH INC CL A | $116.97万 | 0.08% | 7,790 | 1,048 | 15.5% | $15.74万 | 加仓 |
| CRM | SALESFORCE COM INC COM | $117.45万 | 0.08% | 6,368 | -149 | -2.3% | -$2.75万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $118.03万 | 0.08% | 3,453 | 177 | 5.4% | $6.05万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $118.17万 | 0.08% | 25,320 | -90 | -0.4% | -$4,200 | 减仓 |
| ETN | EATON CORP PLC SHS | $118.39万 | 0.08% | 3,310 | -541 | -14.0% | -$19.35万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM GOVERNMENT BOND ETF | $120.24万 | 0.08% | 20,539 | 20,539 | — | $120.24万 | 新建仓 |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $123.76万 | 0.08% | 2,712 | -1,009 | -27.1% | -$46.05万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $124.71万 | 0.08% | 12,839 | -4,570 | -26.3% | -$44.39万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $125.18万 | 0.08% | 2,817 | -77 | -2.7% | -$3.42万 | 减仓 |
| ZTS | ZOETIS INC CL A | $125.38万 | 0.08% | 10,607 | 4,783 | 82.1% | $56.54万 | 加仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR FUND | $129.34万 | 0.08% | 26,197 | -955 | -3.5% | -$4.71万 | 减仓 |
| XLE | ENERGY SELECT SECTOR SPDR FUND | $131.46万 | 0.09% | 21,460 | -120 | -0.6% | -$7,351 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE INC NEW COM | $135.00万 | 0.09% | 14,625 | 1,980 | 15.7% | $18.28万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND | $135.35万 | 0.09% | 4,713 | 731 | 18.4% | $20.99万 | 加仓 |
| CB | CHUBB LIMITED COM | $136.79万 | 0.09% | 4,197 | -1,266 | -23.2% | -$41.26万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $138.42万 | 0.09% | 6,813 | 1,499 | 28.2% | $30.45万 | 加仓 |
| NVR | NVR INC COM | $139.70万 | 0.09% | 212 | 73 | 52.5% | $48.11万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $139.97万 | 0.09% | 1,663 | -126 | -7.0% | -$10.60万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $141.94万 | 0.09% | 12,941 | -289 | -2.2% | -$3.17万 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $142.17万 | 0.09% | 6,833 | 7 | 0.1% | $1,456 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $142.40万 | 0.09% | 12,003 | 1,180 | 10.9% | $14.00万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND | $143.51万 | 0.09% | 3,286 | -2,265 | -40.8% | -$98.92万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $148.19万 | 0.10% | 3,852 | -247 | -6.0% | -$9.50万 | 减仓 |
| HD | HOME DEPOT INC COM | $150.87万 | 0.10% | 4,590 | -1,155 | -20.1% | -$37.96万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $155.66万 | 0.10% | 11,792 | -248 | -2.1% | -$3.27万 | 减仓 |
| SG | SWEETGREEN INC COM CL A | $157.00万 | 0.10% | 302,500 | 0 | 0.0% | — | 不变 |
| EELV | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | $158.05万 | 0.10% | 56,286 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES MICRO-CAP ETF | $160.02万 | 0.10% | 10,026 | -14 | -0.1% | -$2,235 | 减仓 |
| TJX | TJX COS INC NEW COM | $161.27万 | 0.11% | 10,110 | -5,383 | -34.7% | -$85.87万 | 减仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $165.03万 | 0.11% | 23,949 | 20,625 | 620.5% | $142.13万 | 加仓 |
| MCD | MCDONALDS CORP COM | $169.83万 | 0.11% | 5,465 | -122 | -2.2% | -$3.79万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $176.06万 | 0.12% | 9,010 | 1,225 | 15.7% | $23.94万 | 加仓 |
| — | WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND | $176.21万 | 0.12% | 40,545 | 6,151 | 17.9% | $26.73万 | 加仓 |
| IAU | ISHARES COMEX GOLD TRUST | $182.20万 | 0.12% | 20,667 | -227 | -1.1% | -$2.00万 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $183.36万 | 0.12% | 18,859 | 4,576 | 32.0% | $44.49万 | 加仓 |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $188.07万 | 0.12% | 35,513 | -9,553 | -21.2% | -$50.59万 | 减仓 |
| RMD | RESMED INC COM | $190.81万 | 0.13% | 8,500 | 1,764 | 26.2% | $39.60万 | 加仓 |
| M | MACYS INC COM | $190.91万 | 0.13% | 105,536 | -3,577 | -3.3% | -$6.47万 | 减仓 |
| NEM | NEWMONT CORP COM | $193.55万 | 0.13% | 17,880 | -648 | -3.5% | -$7.01万 | 减仓 |
| FAST | FASTENAL CO COM | $193.75万 | 0.13% | 41,653 | 12,649 | 43.6% | $58.84万 | 加仓 |
| ADBE | ADOBE INC COM | $194.67万 | 0.13% | 8,039 | 133 | 1.7% | $3.22万 | 加仓 |
| CTAS | CINTAS CORP COM | $197.54万 | 0.13% | 11,679 | 3,278 | 39.0% | $55.45万 | 加仓 |