CERTUITY, LLC
NORTH PALM BEACH FL · SEC CIK 0001800752
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CW | CURTISS WRIGHT CORP COM | $73.20万 | 0.03% | 966 | -10 | -1.0% | -$7,578 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $73.38万 | 0.03% | 6,509 | -392 | -5.7% | -$4.42万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM | $74.23万 | 0.03% | 13,828 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $74.25万 | 0.03% | 1,869 | 47 | 2.6% | $1.87万 | 加仓 |
| CFG | CITIZENS FINANCIAL GROUP INC COM | $74.30万 | 0.03% | 10,603 | 1,705 | 19.2% | $11.95万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $74.62万 | 0.03% | 7,213 | -275 | -3.7% | -$2.84万 | 减仓 |
| MAS | MASCO CORP COM | $75.39万 | 0.04% | 9,265 | 209 | 2.3% | $1.70万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $75.87万 | 0.04% | 15,913 | 1,070 | 7.2% | $5.10万 | 加仓 |
| EGP | EASTGROUP PPTY INC COM | $75.99万 | 0.04% | 3,752 | 309 | 9.0% | $6.26万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $76.13万 | 0.04% | 31,011 | -9,357 | -23.2% | -$22.97万 | 减仓 |
| MTCH | MATCH GROUP INC NEW COM | $76.99万 | 0.04% | 20,234 | 2,159 | 11.9% | $8.21万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $77.16万 | 0.04% | 10,080 | -1,467 | -12.7% | -$11.23万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDNG PLC SHS | $77.21万 | 0.04% | 16,172 | 539 | 3.4% | $2.57万 | 加仓 |
| EPR | EPR PPTYS COM SH BEN INT | $77.87万 | 0.04% | 13,424 | 2,033 | 17.8% | $11.79万 | 加仓 |
| PH | PARKER HANNIFIN CORP COM | $78.52万 | 0.04% | 803 | 45 | 5.9% | $4.40万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $78.63万 | 0.04% | 6,212 | 1,286 | 26.1% | $16.28万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $79.51万 | 0.04% | 3,953 | -244 | -5.8% | -$4.91万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO NEW CL A | $79.91万 | 0.04% | 5,123 | 551 | 12.1% | $8.59万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $80.26万 | 0.04% | 2,773 | 158 | 6.0% | $4.57万 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $80.60万 | 0.04% | 2,008 | -58 | -2.8% | -$2.33万 | 减仓 |
| ZTS | ZOETIS INC CL A | $81.04万 | 0.04% | 11,278 | 671 | 6.3% | $4.82万 | 加仓 |
| SNDK | SANDISK CORP COM | $81.18万 | 0.04% | 357 | 4 | 1.1% | $9,096 | 加仓 |
| EOG | EOG RES INC COM | $81.55万 | 0.04% | 6,286 | -1,680 | -21.1% | -$21.80万 | 减仓 |
| NNN | NATIONAL RETAIL PROPERTIES INC COM | $81.94万 | 0.04% | 17,610 | 4,528 | 34.6% | $21.07万 | 加仓 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA-EX JAPAN ETF | $82.81万 | 0.04% | 13,832 | -933 | -6.3% | -$5.59万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $82.92万 | 0.04% | 5,675 | 371 | 7.0% | $5.42万 | 加仓 |
| SNA | SNAP ON INC COM | $83.02万 | 0.04% | 2,063 | 279 | 15.6% | $11.23万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $83.21万 | 0.04% | 5,815 | -68 | -1.2% | -$9,731 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $83.62万 | 0.04% | 1,623 | -71 | -4.2% | -$3.66万 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $84.54万 | 0.04% | 3,857 | 16 | 0.4% | $3,507 | 加仓 |
| CRUS | CIRRUS LOGIC INC COM | $84.94万 | 0.04% | 5,719 | -130 | -2.2% | -$1.93万 | 减仓 |
| DAL | DELTA AIR LINES INC DEL COM NEW | $85.11万 | 0.04% | 9,087 | 439 | 5.1% | $4.11万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $85.19万 | 0.04% | 3,473 | -798 | -18.7% | -$19.57万 | 减仓 |
| GWW | GRAINGER W W INC COM | $85.49万 | 0.04% | 628 | 43 | 7.4% | $5.85万 | 加仓 |
| CRM | SALESFORCE COM INC COM | $85.67万 | 0.04% | 5,448 | -920 | -14.4% | -$14.47万 | 减仓 |
| TTE | TOTAL SA ACT | $86.39万 | 0.04% | 11,110 | -848 | -7.1% | -$6.59万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $86.46万 | 0.04% | 2,408 | 426 | 21.5% | $15.29万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $86.73万 | 0.04% | 21,946 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $86.86万 | 0.04% | 2,399 | -76 | -3.1% | -$2.75万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $87.47万 | 0.04% | 6,360 | -494 | -7.2% | -$6.79万 | 减仓 |
| VB | VANGUARD SMALL-CAP INDEX FUND | $87.82万 | 0.04% | 2,897 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $88.39万 | 0.04% | 2,049 | -220 | -9.7% | -$9.49万 | 减仓 |
| HACK | ETFMG PRIME CYBER SECURITY ETF | $89.09万 | 0.04% | 8,739 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $89.27万 | 0.04% | 1,240 | -157 | -11.2% | -$11.30万 | 减仓 |
| SMMD | ISHARES RUSSELL 2500 ETF | $91.13万 | 0.04% | 9,945 | -2 | -0.0% | -$183 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $91.36万 | 0.04% | 2,765 | 180 | 7.0% | $5.95万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $92.34万 | 0.04% | 7,309 | -690 | -8.6% | -$8.72万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $93.07万 | 0.04% | 2,285 | -80 | -3.4% | -$3.26万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $94.89万 | 0.04% | 5,245 | -419 | -7.4% | -$7.58万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $94.92万 | 0.04% | 1,933 | 174 | 9.9% | $8.54万 | 加仓 |
| PSX | PHILLIPS 66 COM | $96.46万 | 0.04% | 5,706 | -21 | -0.4% | -$3,550 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $96.53万 | 0.04% | 10,461 | -623 | -5.6% | -$5.75万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $96.94万 | 0.05% | 3,252 | -413 | -11.3% | -$12.31万 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $97.57万 | 0.05% | 21,994 | 0 | 0.0% | — | 不变 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $98.44万 | 0.05% | 12,658 | -250 | -1.9% | -$1.94万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $98.76万 | 0.05% | 4,410 | -2,403 | -35.3% | -$53.82万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $99.88万 | 0.05% | 9,028 | 2,285 | 33.9% | $25.28万 | 加仓 |
| TXG | 10X GENOMICS INC CL A COM | $100.76万 | 0.05% | 26,281 | -4,625 | -15.0% | -$17.73万 | 减仓 |
| ORCL | ORACLE CORP COM | $101.20万 | 0.05% | 6,905 | -152 | -2.2% | -$2.23万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $101.32万 | 0.05% | 10,541 | 190 | 1.8% | $1.83万 | 加仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $102.46万 | 0.05% | 10,308 | -561 | -5.2% | -$5.58万 | 减仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $105.37万 | 0.05% | 3,111 | 8 | 0.3% | $2,710 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $105.89万 | 0.05% | 12,386 | 4 | 0.0% | $342 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $107.15万 | 0.05% | 7,307 | 344 | 4.9% | $5.04万 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $107.59万 | 0.05% | 3,690 | 669 | 22.1% | $19.51万 | 加仓 |
| NTAP | NETAPP INC COM | $108.29万 | 0.05% | 6,997 | 268 | 4.0% | $4.15万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $109.14万 | 0.05% | 3,081 | -6 | -0.2% | -$2,125 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $109.28万 | 0.05% | 12,430 | 10 | 0.1% | $879 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $109.45万 | 0.05% | 13,212 | 6 | 0.0% | $497 | 加仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR FUND | $110.30万 | 0.05% | 20,574 | -5,623 | -21.5% | -$30.14万 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $112.13万 | 0.05% | 4,382 | 574 | 15.1% | $14.69万 | 加仓 |
| IJH | ISHARES S&P MIDCAP FUND | $112.40万 | 0.05% | 14,577 | -434 | -2.9% | -$3.35万 | 减仓 |
| XBI | SPDR S&P BIOTECH ETF | $112.61万 | 0.05% | 7,116 | 146 | 2.1% | $2.31万 | 加仓 |
| XLE | ENERGY SELECT SECTOR SPDR FUND | $112.81万 | 0.05% | 21,240 | -220 | -1.0% | -$1.17万 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP COM | $113.19万 | 0.05% | 5,966 | -91 | -1.5% | -$1.73万 | 减仓 |
| TWLO | TWILIO INC CL A | $113.22万 | 0.05% | 5,487 | -1,248 | -18.5% | -$25.75万 | 减仓 |
| DASH | DOORDASH INC CL A | $115.34万 | 0.05% | 6,251 | -1,539 | -19.8% | -$28.40万 | 减仓 |
| CMI | CUMMINS INC COM | $115.48万 | 0.05% | 1,619 | -24 | -1.5% | -$1.71万 | 减仓 |
| IAU | ISHARES COMEX GOLD TRUST | $115.62万 | 0.05% | 15,312 | -5,355 | -25.9% | -$40.43万 | 减仓 |
| GEV | GE VERNOVA INC COM | $115.68万 | 0.05% | 1,005 | -23 | -2.2% | -$2.65万 | 减仓 |
| WDC | WESTERN DIGITAL CORP. COM | $116.05万 | 0.05% | 1,817 | -611 | -25.2% | -$39.02万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $116.36万 | 0.05% | 4,328 | 150 | 3.6% | $4.03万 | 加仓 |
| OUST | OUSTER INC COM NEW | $118.74万 | 0.06% | 18,992 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $120.97万 | 0.06% | 11,636 | -156 | -1.3% | -$1.62万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $122.41万 | 0.06% | 17,894 | -187 | -1.0% | -$1.28万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $123.09万 | 0.06% | 13,427 | 2,387 | 21.6% | $21.88万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $130.41万 | 0.06% | 12,554 | -285 | -2.2% | -$2.96万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $131.07万 | 0.06% | 6,160 | 332 | 5.7% | $7.06万 | 加仓 |
| ETN | EATON CORP PLC SHS | $133.01万 | 0.06% | 3,121 | -189 | -5.7% | -$8.05万 | 减仓 |
| NEM | NEWMONT CORP COM | $138.18万 | 0.06% | 14,794 | -3,086 | -17.3% | -$28.82万 | 减仓 |
| NVR | NVR INC COM | $138.99万 | 0.06% | 204 | -8 | -3.8% | -$5.45万 | 减仓 |
| MCD | MCDONALDS CORP COM | $139.39万 | 0.06% | 5,157 | -308 | -5.6% | -$8.32万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $139.64万 | 0.06% | 4,171 | -331 | -7.4% | -$11.08万 | 减仓 |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $146.20万 | 0.07% | 2,813 | 101 | 3.7% | $5.25万 | 加仓 |
| HD | HOME DEPOT INC COM | $149.68万 | 0.07% | 4,246 | -344 | -7.5% | -$12.13万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $153.85万 | 0.07% | 3,354 | 537 | 19.1% | $24.63万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND | $154.43万 | 0.07% | 19,167 | 315 | 1.7% | $2.54万 | 加仓 |
| CB | CHUBB LIMITED COM | $155.52万 | 0.07% | 4,564 | 367 | 8.7% | $12.51万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $155.79万 | 0.07% | 15,535 | 30 | 0.2% | $3,008 | 加仓 |
| EELV | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | $156.48万 | 0.07% | 56,286 | 0 | 0.0% | — | 不变 |