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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC COM NEW | $9,602.27万 | 6.30% | 846,687 | 2,087 | 0.2% | $23.67万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $9,144.25万 | 6.00% | 270,668 | 919 | 0.3% | $31.05万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $6,721.51万 | 4.41% | 112,485 | -530 | -0.5% | -$31.67万 | 减仓 |
| AAPL | APPLE INC | $5,452.95万 | 3.58% | 215,143 | -946,479 | -81.5% | -$2.40亿 | 减仓 |
| GE | GENERAL ELECTRIC CO COM | $5,264.62万 | 3.45% | 185,524 | 485 | 0.3% | $13.76万 | 加仓 |
| OMF | ONEMAIN HLDGS INC COM | $4,983.60万 | 3.27% | 931,688 | -999,076 | -51.7% | -$5,344.06万 | 减仓 |
| NVDA | NVIDIA CORP COM | $4,813.88万 | 3.16% | 276,506 | -675,146 | -70.9% | -$1.18亿 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $4,592.00万 | 3.01% | 70,753 | 4,493 | 6.8% | $291.60万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $3,375.03万 | 2.21% | 205,082 | 644 | 0.3% | $10.60万 | 加仓 |
| FLG | NEW YORK CMNTY BANCORP INC COM | $2,797.68万 | 1.83% | 2,124,280 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,769.51万 | 1.82% | 950,742 | 209,858 | 28.3% | $611.32万 | 加仓 |
| WFC | WELLS FARGO CO NEW COM | $2,489.81万 | 1.63% | 312,794 | 663 | 0.2% | $5.28万 | 加仓 |
| BAC | BK OF AMERICA CORP COM | $2,460.75万 | 1.61% | 504,776 | 2,613 | 0.5% | $12.74万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,299.31万 | 1.51% | 80,414 | 118 | 0.1% | $3.37万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $2,129.23万 | 1.40% | 102,322 | 239 | 0.2% | $4.97万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,069.42万 | 1.36% | 56,088 | 429 | 0.8% | $15.83万 | 加仓 |
| QQQ | INVESCO QQQ TRUST | $1,999.86万 | 1.31% | 34,725 | -7,525 | -17.8% | -$433.38万 | 减仓 |
| AMZN | AMAZON.COM INC COM | $1,911.69万 | 1.25% | 92,150 | 2,608 | 2.9% | $54.10万 | 加仓 |
| — | EXXON MOBIL CORP COM | $1,775.08万 | 1.16% | 104,616 | 1,245 | 1.2% | $21.12万 | 加仓 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $1,735.70万 | 1.14% | 271,415 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1,615.81万 | 1.06% | 321,875 | -819 | -0.3% | -$4.11万 | 减仓 |
| F | FORD MTR CO DEL COM | $1,563.55万 | 1.03% | 1,354,896 | 405 | 0.0% | $4,674 | 加仓 |
| IJR | ISHARES S&P SMALL-CAP FUND | $1,538.94万 | 1.01% | 123,799 | 49,269 | 66.1% | $612.46万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $1,504.27万 | 0.99% | 23,130 | -2,292 | -9.0% | -$149.06万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC CL B | $1,496.22万 | 0.98% | 254,546 | 698 | 0.3% | $4.10万 | 加仓 |
| INTC | INTEL CORP COM | $1,439.33万 | 0.94% | 326,158 | 2,327 | 0.7% | $10.27万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,226.49万 | 0.80% | 21,609 | 358 | 1.7% | $20.32万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1,199.51万 | 0.79% | 56,139 | -9,936 | -15.0% | -$212.30万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,179.51万 | 0.77% | 184,068 | 79,815 | 76.6% | $511.45万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,119.61万 | 0.73% | 39,030 | -755,762 | -95.1% | -$2.17亿 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | $1,110.57万 | 0.73% | 34,618 | -1,233 | -3.4% | -$39.56万 | 减仓 |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | $983.93万 | 0.65% | 204,390 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $915.67万 | 0.60% | 104,243 | -25,729 | -19.8% | -$226.00万 | 减仓 |
| BA | BOEING CO COM | $883.01万 | 0.58% | 44,408 | 396 | 0.9% | $7.87万 | 加仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $874.26万 | 0.57% | 92,290 | 64,491 | 232.0% | $610.92万 | 加仓 |
| T | AT&T INC COM | $853.26万 | 0.56% | 294,329 | 1,139 | 0.4% | $3.30万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $834.83万 | 0.55% | 46,016 | -334 | -0.7% | -$6.06万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $807.01万 | 0.53% | 149,308 | 106,506 | 248.8% | $575.66万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $710.10万 | 0.47% | 117,082 | -3,173 | -2.6% | -$19.24万 | 减仓 |
| PHYS | SPROTT PHYSICAL GOLD TRUST UNIT | $696.70万 | 0.46% | 196,585 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $690.96万 | 0.45% | 14,455 | 2,168 | 17.6% | $103.63万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $676.00万 | 0.44% | 221,640 | 101,536 | 84.5% | $309.69万 | 加仓 |
| BIL | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | $675.52万 | 0.44% | 73,715 | 16,251 | 28.3% | $148.92万 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $654.20万 | 0.43% | 149,839 | 98,622 | 192.6% | $430.58万 | 加仓 |
| OBDC | OWL ROCK CAPITAL CORPORATION COM | $642.35万 | 0.42% | 580,785 | -59,530 | -9.3% | -$65.84万 | 减仓 |
| TSLA | TESLA INC COM | $638.42万 | 0.42% | 17,213 | 349 | 2.1% | $12.94万 | 加仓 |
| DOW | DOW INC COM | $632.37万 | 0.41% | 151,829 | 272 | 0.2% | $1.13万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $613.37万 | 0.40% | 14,385 | -3,771 | -20.8% | -$160.79万 | 减仓 |
| AVGO | BROADCOM INC COM | $585.26万 | 0.38% | 18,937 | -767 | -3.9% | -$23.70万 | 减仓 |
| PBR | PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR | $518.75万 | 0.34% | 250,000 | 0 | 0.0% | — | 不变 |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | $491.20万 | 0.32% | 33,504 | 6,953 | 26.2% | $101.94万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $489.03万 | 0.32% | 16,625 | -2,069 | -11.1% | -$60.86万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $485.37万 | 0.32% | 30,275 | -3,291 | -9.8% | -$52.76万 | 减仓 |
| CVX | CHEVRON CORP NEW COM | $470.68万 | 0.31% | 22,749 | 669 | 3.0% | $13.84万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM | $470.30万 | 0.31% | 22,011 | 1,103 | 5.3% | $23.57万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $463.11万 | 0.30% | 64,383 | -3,557 | -5.2% | -$25.59万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC COM | $462.60万 | 0.30% | 600,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $434.68万 | 0.29% | 14,382 | 2,027 | 16.4% | $61.26万 | 加仓 |
| GLD | SPDR GOLD SHARES | $428.04万 | 0.28% | 9,975 | 69 | 0.7% | $2.96万 | 加仓 |
| TYG | TORTOISE ENERGY INFRA CORP COM | $423.73万 | 0.28% | 85,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $415.71万 | 0.27% | 148,045 | -1,286 | -0.9% | -$3.61万 | 减仓 |
| SPYM | SPDR PORTFOLIO S&P 500 ETF | $411.69万 | 0.27% | 53,788 | 5,608 | 11.6% | $42.92万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $406.26万 | 0.27% | 16,382 | -7,329 | -30.9% | -$181.75万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM | $404.68万 | 0.27% | 33,042 | -2,804 | -7.8% | -$34.34万 | 减仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $399.69万 | 0.26% | 34,807 | 20 | 0.1% | $2,297 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | $393.92万 | 0.26% | 5,646 | -323 | -5.4% | -$22.54万 | 减仓 |
| WMT | WALMART INC COM | $388.79万 | 0.25% | 31,284 | -413 | -1.3% | -$5.13万 | 减仓 |
| CSCO | CISCO SYS INC COM | $384.89万 | 0.25% | 49,605 | -7,580 | -13.3% | -$58.81万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $381.02万 | 0.25% | 10,279 | 16 | 0.2% | $5,931 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX US INDEX FUND | $374.11万 | 0.25% | 54,638 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $371.15万 | 0.24% | 40,997 | -2,995 | -6.8% | -$27.11万 | 减仓 |
| MA | MASTERCARD INC CL A | $366.98万 | 0.24% | 7,354 | 457 | 6.6% | $22.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $363.92万 | 0.24% | 14,888 | -218 | -1.4% | -$5.33万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $357.44万 | 0.23% | 180,707 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC DEL COM | $348.16万 | 0.23% | 4,914 | -233 | -4.5% | -$16.51万 | 减仓 |
| NFLX | NETFLIX INC COM | $338.55万 | 0.22% | 34,952 | 358 | 1.0% | $3.47万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $322.26万 | 0.21% | 214,123 | 6,287 | 3.0% | $9.46万 | 加仓 |
| MRK | MERCK & CO. INC COM | $311.72万 | 0.20% | 25,914 | 4,254 | 19.6% | $51.17万 | 加仓 |
| SHOP | SHOPIFY INC CL A | $284.63万 | 0.19% | 24,295 | 930 | 4.0% | $10.90万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $283.76万 | 0.19% | 7,958 | 1 | 0.0% | $357 | 加仓 |
| ABBV | ABBVIE INC | $277.29万 | 0.18% | 12,749 | 637 | 5.3% | $13.85万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $274.50万 | 0.18% | 105,092 | 2,030 | 2.0% | $5.30万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $264.75万 | 0.17% | 5,929 | -510 | -7.9% | -$22.77万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $263.57万 | 0.17% | 106,494 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $260.85万 | 0.17% | 17,892 | 1,014 | 6.0% | $14.78万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $259.79万 | 0.17% | 5,474 | 2,254 | 70.0% | $106.97万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $243.07万 | 0.16% | 11,962 | 840 | 7.6% | $17.07万 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $239.05万 | 0.16% | 29,000 | 500 | 1.8% | $4.12万 | 加仓 |
| DBJP | X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF | $237.25万 | 0.16% | 23,485 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $237.18万 | 0.16% | 34,869 | 41 | 0.1% | $2,789 | 加仓 |
| KO | COCA COLA CO COM | $233.80万 | 0.15% | 30,744 | 74 | 0.2% | $5,628 | 加仓 |
| LLY | LILLY ELI & CO COM | $232.16万 | 0.15% | 2,537 | -229 | -8.3% | -$20.96万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $229.79万 | 0.15% | 2,102 | 628 | 42.6% | $68.65万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $228.73万 | 0.15% | 33,498 | -726 | -2.1% | -$4.96万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $222.05万 | 0.15% | 6,570 | 575 | 9.6% | $19.43万 | 加仓 |
| INCY | INCYTE CORP COM | $220.60万 | 0.14% | 23,438 | 3,385 | 16.9% | $31.86万 | 加仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | $215.46万 | 0.14% | 16,212 | 763 | 4.9% | $10.14万 | 加仓 |
| CPRT | COPART INC COM | $212.89万 | 0.14% | 64,123 | 31,230 | 94.9% | $103.68万 | 加仓 |
| CART | MAPLEBEAR INC COM | $211.62万 | 0.14% | 56,492 | 57 | 0.1% | $2,135 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $205.17万 | 0.13% | 8,634 | -1,769 | -17.0% | -$42.04万 | 减仓 |