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 |
|---|---|---|---|---|---|---|---|---|
| GWW | GRAINGER W W INC COM | $85.49万 | 0.04% | 628 | 43 | 7.4% | $5.85万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $85.19万 | 0.04% | 3,473 | -798 | -18.7% | -$19.57万 | 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 |
| CRUS | CIRRUS LOGIC INC COM | $84.94万 | 0.04% | 5,719 | -130 | -2.2% | -$1.93万 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $84.54万 | 0.04% | 3,857 | 16 | 0.4% | $3,507 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $83.62万 | 0.04% | 1,623 | -71 | -4.2% | -$3.66万 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $83.21万 | 0.04% | 5,815 | -68 | -1.2% | -$9,731 | 减仓 |
| SNA | SNAP ON INC COM | $83.02万 | 0.04% | 2,063 | 279 | 15.6% | $11.23万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $82.92万 | 0.04% | 5,675 | 371 | 7.0% | $5.42万 | 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 |
| NNN | NATIONAL RETAIL PROPERTIES INC COM | $81.94万 | 0.04% | 17,610 | 4,528 | 34.6% | $21.07万 | 加仓 |
| EOG | EOG RES INC COM | $81.55万 | 0.04% | 6,286 | -1,680 | -21.1% | -$21.80万 | 减仓 |
| SNDK | SANDISK CORP COM | $81.18万 | 0.04% | 357 | 4 | 1.1% | $9,096 | 加仓 |
| ZTS | ZOETIS INC CL A | $81.04万 | 0.04% | 11,278 | 671 | 6.3% | $4.82万 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $80.60万 | 0.04% | 2,008 | -58 | -2.8% | -$2.33万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $80.26万 | 0.04% | 2,773 | 158 | 6.0% | $4.57万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO NEW CL A | $79.91万 | 0.04% | 5,123 | 551 | 12.1% | $8.59万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $79.51万 | 0.04% | 3,953 | -244 | -5.8% | -$4.91万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $78.63万 | 0.04% | 6,212 | 1,286 | 26.1% | $16.28万 | 加仓 |
| PH | PARKER HANNIFIN CORP COM | $78.52万 | 0.04% | 803 | 45 | 5.9% | $4.40万 | 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 |
| ST | SENSATA TECHNOLOGIES HLDNG PLC SHS | $77.21万 | 0.04% | 16,172 | 539 | 3.4% | $2.57万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $77.16万 | 0.04% | 10,080 | -1,467 | -12.7% | -$11.23万 | 减仓 |
| MTCH | MATCH GROUP INC NEW COM | $76.99万 | 0.04% | 20,234 | 2,159 | 11.9% | $8.21万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $76.13万 | 0.04% | 31,011 | -9,357 | -23.2% | -$22.97万 | 减仓 |
| EGP | EASTGROUP PPTY INC COM | $75.99万 | 0.04% | 3,752 | 309 | 9.0% | $6.26万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $75.87万 | 0.04% | 15,913 | 1,070 | 7.2% | $5.10万 | 加仓 |
| MAS | MASCO CORP COM | $75.39万 | 0.04% | 9,265 | 209 | 2.3% | $1.70万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $74.62万 | 0.03% | 7,213 | -275 | -3.7% | -$2.84万 | 减仓 |
| CFG | CITIZENS FINANCIAL GROUP INC COM | $74.30万 | 0.03% | 10,603 | 1,705 | 19.2% | $11.95万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $74.25万 | 0.03% | 1,869 | 47 | 2.6% | $1.87万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $74.23万 | 0.03% | 13,828 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $73.38万 | 0.03% | 6,509 | -392 | -5.7% | -$4.42万 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $73.20万 | 0.03% | 966 | -10 | -1.0% | -$7,578 | 减仓 |
| FFIV | F5 NETWORKS INC COM | $73.04万 | 0.03% | 1,756 | 77 | 4.6% | $3.20万 | 加仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $72.94万 | 0.03% | 12,966 | 2 | 0.0% | $113 | 加仓 |
| TGT | TARGET CORP COM | $72.83万 | 0.03% | 5,576 | -87 | -1.5% | -$1.14万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $71.94万 | 0.03% | 5,781 | 475 | 9.0% | $5.91万 | 加仓 |
| LIN | LINDE PLC SHS | $71.90万 | 0.03% | 1,386 | 153 | 12.4% | $7.94万 | 加仓 |
| EBAY | EBAY INC. COM | $71.63万 | 0.03% | 6,410 | 1,242 | 24.0% | $13.88万 | 加仓 |
| NDSN | NORDSON CORP COM | $71.35万 | 0.03% | 2,365 | 430 | 22.2% | $12.97万 | 加仓 |
| ACWI | ISHARES MSCI ACWI INDEX FUND | $70.86万 | 0.03% | 4,514 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $70.68万 | 0.03% | 5,646 | 2,903 | 105.8% | $36.34万 | 加仓 |
| DIS | DISNEY WALT CO COM DISNEY | $70.46万 | 0.03% | 7,320 | -836 | -10.3% | -$8.05万 | 减仓 |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL A | $70.41万 | 0.03% | 8,156 | -825 | -9.2% | -$7.12万 | 减仓 |
| STT | STATE STR CORP COM | $70.39万 | 0.03% | 4,150 | 365 | 9.6% | $6.19万 | 加仓 |
| BYD | BOYD GAMING CORP COM | $70.35万 | 0.03% | 7,964 | 253 | 3.3% | $2.23万 | 加仓 |
| EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $70.17万 | 0.03% | 7,276 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $69.88万 | 0.03% | 2,796 | -976 | -25.9% | -$24.39万 | 减仓 |
| YETI | YETI HLDGS INC COM | $69.77万 | 0.03% | 14,078 | 1,085 | 8.4% | $5.38万 | 加仓 |
| BMO | BANK MONTREAL COM | $69.55万 | 0.03% | 3,936 | -216 | -5.2% | -$3.82万 | 减仓 |
| ADBE | ADOBE INC COM | $68.42万 | 0.03% | 3,347 | -4,692 | -58.4% | -$95.91万 | 减仓 |
| JBL | JABIL INC COM | $67.77万 | 0.03% | 1,758 | -254 | -12.6% | -$9.79万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $67.53万 | 0.03% | 1,698 | -235 | -12.2% | -$9.35万 | 减仓 |
| CCK | CROWN HLDGS INC COM | $67.25万 | 0.03% | 6,014 | -1,118 | -15.7% | -$12.50万 | 减仓 |
| QCOM | QUALCOMM INC COM | $66.86万 | 0.03% | 3,606 | -294 | -7.5% | -$5.45万 | 减仓 |
| ZION | ZIONS BANCORPORATION N A COM | $66.82万 | 0.03% | 9,658 | 1,732 | 21.9% | $11.98万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $66.60万 | 0.03% | 1,328 | -117 | -8.1% | -$5.87万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $66.58万 | 0.03% | 4,651 | 787 | 20.4% | $11.27万 | 加仓 |
| MDB | MONGODB INC CL A | $66.50万 | 0.03% | 1,980 | 151 | 8.3% | $5.07万 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $65.89万 | 0.03% | 27,897 | 10,843 | 63.6% | $25.61万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP COM | $65.43万 | 0.03% | 6,259 | 3,984 | 175.1% | $41.64万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $65.41万 | 0.03% | 6,783 | -374 | -5.2% | -$3.61万 | 减仓 |
| VV | VANGUARD LARGE-CAP INDEX FUND | $65.24万 | 0.03% | 1,897 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY PLC SHS | $64.95万 | 0.03% | 673 | 65 | 10.7% | $6.27万 | 加仓 |
| PEP | PEPSICO INC COM | $64.71万 | 0.03% | 4,779 | 827 | 20.9% | $11.20万 | 加仓 |
| BLLN | BILLIONTOONE INC CL A | $64.10万 | 0.03% | 5,342 | 5,342 | — | $64.10万 | 新建仓 |
| RKLB | ROCKET LAB CORP COM | $64.09万 | 0.03% | 6,305 | 2,300 | 57.4% | $23.38万 | 加仓 |
| MAN | MANPOWERGROUP INC COM | $63.79万 | 0.03% | 18,890 | 4,666 | 32.8% | $15.76万 | 加仓 |
| CGNX | COGNEX CORP COM | $63.53万 | 0.03% | 8,773 | 440 | 5.3% | $3.19万 | 加仓 |
| VMI | VALMONT INDS INC COM | $63.30万 | 0.03% | 1,096 | 99 | 9.9% | $5.72万 | 加仓 |
| TNL | WYNDHAM DESTINATIONS INC COM | $63.12万 | 0.03% | 8,258 | -421 | -4.9% | -$3.22万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $62.97万 | 0.03% | 21,395 | 5 | 0.0% | $147 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES COM | $62.79万 | 0.03% | 2,233 | 166 | 8.0% | $4.67万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $62.65万 | 0.03% | 3,844 | -32 | -0.8% | -$5,215 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $62.49万 | 0.03% | 2,804 | -245 | -8.0% | -$5.46万 | 减仓 |
| APH | AMPHENOL CORP NEW CL A | $62.45万 | 0.03% | 3,542 | 702 | 24.7% | $12.38万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | $62.44万 | 0.03% | 2,639 | 0 | 0.0% | — | 不变 |
| CF | CF INDS HLDGS INC COM | $62.30万 | 0.03% | 5,754 | -914 | -13.7% | -$9.90万 | 减仓 |
| LOW | LOWES COS INC COM | $62.23万 | 0.03% | 2,822 | -1,008 | -26.3% | -$22.23万 | 减仓 |
| RHI | ROBERT HALF INTL INC COM | $61.96万 | 0.03% | 20,181 | 7,107 | 54.4% | $21.82万 | 加仓 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF | $61.36万 | 0.03% | 8,552 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $61.14万 | 0.03% | 2,623 | 58 | 2.3% | $1.35万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $61.14万 | 0.03% | 1,746 | 10 | 0.6% | $3,502 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $61.04万 | 0.03% | 2,299 | -37 | -1.6% | -$9,824 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $60.77万 | 0.03% | 1,765 | -547 | -23.7% | -$18.83万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $60.56万 | 0.03% | 1,457 | -1,157 | -44.3% | -$48.09万 | 减仓 |
| ROBO | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF | $59.77万 | 0.03% | 6,978 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $59.60万 | 0.03% | 3,429 | 214 | 6.7% | $3.72万 | 加仓 |
| GLPI | GAMING & LEISURE PPTYS INC COM | $59.46万 | 0.03% | 13,353 | 4,202 | 45.9% | $18.71万 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $59.45万 | 0.03% | 1,990 | -154 | -7.2% | -$4.60万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $58.37万 | 0.03% | 22,153 | 6,904 | 45.3% | $18.19万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $58.22万 | 0.03% | 4,383 | 1,870 | 74.4% | $24.84万 | 加仓 |
| DOV | DOVER CORP COM | $57.78万 | 0.03% | 2,576 | -30 | -1.2% | -$6,729 | 减仓 |
| REG | REGENCY CTRS CORP COM | $57.74万 | 0.03% | 7,241 | 2,293 | 46.3% | $18.28万 | 加仓 |
| TTC | TORO CO COM | $57.64万 | 0.03% | 5,917 | 2,455 | 70.9% | $23.92万 | 加仓 |
| CNC | CENTENE CORP DEL COM | $57.62万 | 0.03% | 8,977 | 3,732 | 71.2% | $23.96万 | 重新持有 |
| VTV | VANGUARD VALUE INDEX FUND | $57.40万 | 0.03% | 2,634 | -289 | -9.9% | -$6.30万 | 减仓 |
| P | PURE STORAGE INC CL A | $57.15万 | 0.03% | 7,253 | -488 | -6.3% | -$3.84万 | 减仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $57.11万 | 0.03% | 14,955 | 0 | 0.0% | — | 不变 |