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 |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES U.S. TECHNOLOGY ETF | $1,160.99万 | 0.54% | 46,029 | 13 | 0.0% | $3,279 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | $1,238.38万 | 0.58% | 33,466 | -1,152 | -3.3% | -$42.63万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,253.55万 | 0.58% | 22,303 | 694 | 3.2% | $39.01万 | 加仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $1,255.95万 | 0.58% | 123,471 | 31,181 | 33.8% | $317.17万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,348.34万 | 0.63% | 38,161 | -869 | -2.2% | -$30.70万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1,362.85万 | 0.63% | 56,216 | 77 | 0.1% | $1.87万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1,363.69万 | 0.63% | 322,081 | 206 | 0.1% | $8,722 | 加仓 |
| XOM | EXXON MOBIL CORP COM | $1,443.44万 | 0.67% | 105,578 | 105,578 | — | $1,443.44万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,541.90万 | 0.72% | 216,406 | 32,338 | 17.6% | $230.41万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC CL B | $1,604.87万 | 0.75% | 255,187 | 641 | 0.3% | $4.03万 | 加仓 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $1,740.32万 | 0.81% | 271,415 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF | $1,754.30万 | 0.82% | 23,492 | 362 | 1.6% | $27.03万 | 加仓 |
| F | FORD MTR CO DEL COM | $1,878.00万 | 0.87% | 1,351,081 | -3,815 | -0.3% | -$5.30万 | 减仓 |
| IJR | ISHARES S&P SMALL-CAP FUND | $2,092.40万 | 0.97% | 141,083 | 17,284 | 14.0% | $256.34万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,187.91万 | 1.02% | 58,655 | 2,567 | 4.6% | $95.75万 | 加仓 |
| AMZN | AMAZON.COM INC COM | $2,231.11万 | 1.04% | 93,810 | 1,660 | 1.8% | $39.48万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $2,518.47万 | 1.17% | 102,285 | -37 | -0.0% | -$9,110 | 减仓 |
| QQQ | INVESCO QQQ TRUST | $2,531.49万 | 1.18% | 34,499 | -226 | -0.7% | -$16.58万 | 减仓 |
| WFC | WELLS FARGO CO NEW COM | $2,583.90万 | 1.20% | 312,648 | -146 | -0.0% | -$1.21万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,820.45万 | 1.31% | 79,475 | -939 | -1.2% | -$33.32万 | 减仓 |
| BAC | BK OF AMERICA CORP COM | $2,882.33万 | 1.34% | 505,847 | 1,071 | 0.2% | $6.10万 | 加仓 |
| FLG | NEW YORK CMNTY BANCORP INC COM | $3,173.67万 | 1.48% | 2,124,280 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $3,514.15万 | 1.63% | 1,038,460 | 87,718 | 9.2% | $296.84万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $4,287.89万 | 1.99% | 205,123 | 41 | 0.0% | $8,571 | 加仓 |
| INTC | INTEL CORP COM | $4,591.50万 | 2.13% | 328,834 | 2,676 | 0.8% | $37.36万 | 加仓 |
| NVDA | NVIDIA CORP COM | $5,444.15万 | 2.53% | 272,565 | -3,941 | -1.4% | -$78.72万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $5,554.39万 | 2.58% | 74,626 | 3,873 | 5.5% | $288.27万 | 加仓 |
| OMF | ONEMAIN HLDGS INC COM | $5,679.83万 | 2.64% | 931,578 | -110 | -0.0% | -$6,707 | 减仓 |
| GE | GENERAL ELECTRIC CO COM | $6,952.75万 | 3.23% | 186,037 | 513 | 0.3% | $19.17万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $7,769.53万 | 3.61% | 113,125 | 640 | 0.6% | $43.96万 | 加仓 |
| AAPL | APPLE INC | $8,664.73万 | 4.03% | 299,721 | 84,578 | 39.3% | $2,445.09万 | 加仓 |
| C | CITIGROUP INC COM NEW | $1.19亿 | 5.51% | 846,920 | 233 | 0.0% | $3.26万 | 加仓 |
| ABBV | ABBVIE INC | $1.25亿 | 5.83% | 498,050 | 485,301 | 3,806.6% | $1.22亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $3.11亿 | 14.48% | 269,762 | -906 | -0.3% | -$104.58万 | 减仓 |