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
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 00.0% — 不变
ADI ANALOG DEVICES INC COM $74.25万0.03%1,869 472.6% $1.87万 加仓
CFG CITIZENS FINANCIAL GROUP INC COM $74.30万0.03%10,603 1,70519.2% $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 2092.3% $1.70万 加仓
OHI OMEGA HEALTHCARE INVS INC COM $75.87万0.04%15,913 1,0707.2% $5.10万 加仓
EGP EASTGROUP PPTY INC COM $75.99万0.04%3,752 3099.0% $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 2,15911.9% $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 5393.4% $2.57万 加仓
EPR EPR PPTYS COM SH BEN INT $77.87万0.04%13,424 2,03317.8% $11.79万 加仓
PH PARKER HANNIFIN CORP COM $78.52万0.04%803 455.9% $4.40万 加仓
DUK DUKE ENERGY CORP NEW COM NEW $78.63万0.04%6,212 1,28626.1% $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 55112.1% $8.59万 加仓
JBHT HUNT J B TRANS SVCS INC COM $80.26万0.04%2,773 1586.0% $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 6716.3% $4.82万 加仓
SNDK SANDISK CORP COM $81.18万0.04%357 41.1% $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 4,52834.6% $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 3717.0% $5.42万 加仓
SNA SNAP ON INC COM $83.02万0.04%2,063 27915.6% $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%3,857 160.4% $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 4395.1% $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%628 437.4% $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 42621.5% $15.29万 加仓
SCHD SCHWAB US DIVIDEND EQUITY ETF $86.73万0.04%21,946 00.0% — 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 00.0% — 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 00.0% — 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 1807.0% $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 1749.9% $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 00.0% — 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 2,28533.9% $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 1901.8% $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 80.3% $2,710 加仓
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF $105.89万0.05%12,386 40.0% $342 加仓
PG PROCTER & GAMBLE CO COM $107.15万0.05%7,307 3444.9% $5.04万 加仓
ESS ESSEX PPTY TR INC COM $107.59万0.05%3,690 66922.1% $19.51万 加仓
NTAP NETAPP INC COM $108.29万0.05%6,997 2684.0% $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%12,430 100.1% $879 加仓
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $109.45万0.05%13,212 60.0% $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 57415.1% $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 1462.1% $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 1503.6% $4.03万 加仓
OUST OUSTER INC COM NEW $118.74万0.06%18,992 00.0% — 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 2,38721.6% $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 3325.7% $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 1013.7% $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 53719.1% $24.63万 加仓
VO VANGUARD MID-CAP INDEX FUND $154.43万0.07%19,167 3151.7% $2.54万 加仓
CB CHUBB LIMITED COM $155.52万0.07%4,564 3678.7% $12.51万 加仓
HOOD ROBINHOOD MKTS INC COM CL A $155.79万0.07%15,535 300.2% $3,008 加仓
EELV INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF $156.48万0.07%56,286 00.0% — 不变