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 |
|---|---|---|---|---|---|---|---|---|
| ROKU | ROKU INC COM CL A | $57.01万 | 0.03% | 4,127 | 379 | 10.1% | $5.24万 | 加仓 |
| MIDD | MIDDLEBY CORP COM | $56.87万 | 0.03% | 3,306 | 664 | 25.1% | $11.42万 | 加仓 |
| FR | FIRST INDL RLTY TR INC COM | $56.33万 | 0.03% | 9,187 | 1,496 | 19.5% | $9.17万 | 加仓 |
| DE | DEERE & CO COM | $56.15万 | 0.03% | 885 | -71 | -7.4% | -$4.50万 | 减仓 |
| ILMN | ILLUMINA INC COM | $56.04万 | 0.03% | 3,187 | 63 | 2.0% | $1.11万 | 加仓 |
| UNP | UNION PAC CORP COM | $55.96万 | 0.03% | 2,057 | 255 | 14.2% | $6.94万 | 加仓 |
| KRC | KILROY RLTY CORP COM | $55.92万 | 0.03% | 14,925 | 2,282 | 18.0% | $8.55万 | 重新持有 |
| SEIC | SEI INVTS CO COM | $55.80万 | 0.03% | 6,362 | 85 | 1.4% | $7,455 | 加仓 |
| EVR | EVERCORE INC CLASS A | $55.75万 | 0.03% | 1,633 | 8 | 0.5% | $2,731 | 加仓 |
| ABT | ABBOTT LABS | $55.61万 | 0.03% | 6,129 | -350 | -5.4% | -$3.18万 | 减仓 |
| MAA | MID AMER APT CMNTYS INC COM | $55.45万 | 0.03% | 3,991 | 670 | 20.2% | $9.31万 | 加仓 |
| MTB | M & T BK CORP COM | $54.66万 | 0.03% | 2,297 | 755 | 49.0% | $17.97万 | 加仓 |
| ECL | ECOLAB INC COM | $54.23万 | 0.03% | 1,947 | -902 | -31.7% | -$25.12万 | 减仓 |
| PPG | PPG INDS INC COM | $53.89万 | 0.03% | 4,443 | 1,329 | 42.7% | $16.12万 | 加仓 |
| GRMN | GARMIN LTD SHS | $53.87万 | 0.03% | 2,268 | 15 | 0.7% | $3,563 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $53.84万 | 0.03% | 14,738 | -1,208 | -7.6% | -$4.41万 | 减仓 |
| URI | UNITED RENTALS INC COM | $53.76万 | 0.02% | 475 | -14 | -2.9% | -$1.58万 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $53.73万 | 0.02% | 676 | -112 | -14.2% | -$8.90万 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $53.67万 | 0.02% | 2,519 | 908 | 56.4% | $19.34万 | 加仓 |
| USB | US BANCORP DEL COM NEW | $53.26万 | 0.02% | 8,817 | 1,303 | 17.3% | $7.87万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $53.12万 | 0.02% | 1,828 | -55 | -2.9% | -$1.60万 | 减仓 |
| DD | DUPONT DE NEMOURS INC COM | $52.82万 | 0.02% | 4,026 | -6,722 | -62.5% | -$88.20万 | 减仓 |
| MCK | MCKESSON CORP COM | $52.52万 | 0.02% | 695 | -17 | -2.4% | -$1.28万 | 减仓 |
| ELV | ANTHEM INC COM | $52.47万 | 0.02% | 1,357 | 152 | 12.6% | $5.88万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $52.47万 | 0.02% | 3,839 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND | $51.95万 | 0.02% | 2,732 | -18 | -0.7% | -$3,423 | 减仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $51.93万 | 0.02% | 17,320 | 3,094 | 21.7% | $9.28万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $51.93万 | 0.02% | 1,383 | 246 | 21.6% | $9.24万 | 加仓 |
| TROW | T ROWE PRICE GROUP INC COM | $51.79万 | 0.02% | 4,555 | 164 | 3.7% | $1.86万 | 加仓 |
| COHR | II VI INC COM | $51.25万 | 0.02% | 1,299 | 204 | 18.6% | $8.05万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $51.14万 | 0.02% | 1,139 | -107 | -8.6% | -$4.80万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $50.52万 | 0.02% | 10,581 | 182 | 1.8% | $8,691 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $50.44万 | 0.02% | 6,368 | 233 | 3.8% | $1.85万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $50.36万 | 0.02% | 5,327 | -315 | -5.6% | -$2.98万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $50.30万 | 0.02% | 3,699 | 422 | 12.9% | $5.74万 | 加仓 |
| CYTK | CYTOKINETICS INC COM NEW | $50.30万 | 0.02% | 5,904 | 15 | 0.3% | $1,278 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $50.27万 | 0.02% | 3,128 | 649 | 26.2% | $10.43万 | 加仓 |
| RNG | RINGCENTRAL INC CL A | $50.07万 | 0.02% | 12,845 | 79 | 0.6% | $3,079 | 加仓 |
| GLW | CORNING INC COM | $50.06万 | 0.02% | 1,960 | -273 | -12.2% | -$6.97万 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $49.75万 | 0.02% | 1,956 | -745 | -27.6% | -$18.95万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP COM | $49.74万 | 0.02% | 4,649 | 1,857 | 66.5% | $19.87万 | 加仓 |
| FNB | F N B CORP COM | $49.56万 | 0.02% | 25,975 | 2,743 | 11.8% | $5.23万 | 加仓 |
| WCC | WESCO INTL INC COM | $49.53万 | 0.02% | 1,434 | -104 | -6.8% | -$3.59万 | 减仓 |
| WWD | WOODWARD INC COM | $49.31万 | 0.02% | 1,159 | 300 | 34.9% | $12.76万 | 加仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD COM | $49.28万 | 0.02% | 1,551 | 148 | 10.5% | $4.70万 | 加仓 |
| CI | CIGNA CORP NEW COM | $49.21万 | 0.02% | 1,785 | 133 | 8.1% | $3.67万 | 加仓 |
| OZK | BANK OZK COM | $48.80万 | 0.02% | 9,369 | 3,055 | 48.4% | $15.91万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $48.77万 | 0.02% | 6,543 | 2,126 | 48.1% | $15.85万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $48.74万 | 0.02% | 11,288 | -72 | -0.6% | -$3,109 | 减仓 |
| DDOG | DATADOG INC CL A COM | $48.54万 | 0.02% | 1,864 | -932 | -33.3% | -$24.27万 | 减仓 |
| DT | DYNATRACE INC COM | $48.41万 | 0.02% | 11,025 | 2,503 | 29.4% | $10.99万 | 加仓 |
| SMG | SCOTTS MIRACLE GRO CO CL A | $48.24万 | 0.02% | 7,082 | 7,082 | — | $48.24万 | 新建仓 |
| — | QORVO INC COM | $48.16万 | 0.02% | 5,164 | 50 | 1.0% | $4,663 | 加仓 |
| MKSI | MKS INSTRS INC COM | $48.11万 | 0.02% | 1,082 | -210 | -16.3% | -$9.34万 | 减仓 |
| APD | AIR PRODS & CHEMS INC COM | $48.02万 | 0.02% | 1,638 | 102 | 6.6% | $2.99万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC COM | $48.02万 | 0.02% | 15,923 | 15,923 | — | $48.02万 | 新建仓 |
| USFD | US FOODS HLDG CORP COM | $47.74万 | 0.02% | 4,669 | -193 | -4.0% | -$1.97万 | 减仓 |
| SHEL | ROYAL DUTCH SHELL PLC SPONS ADR A | $47.64万 | 0.02% | 6,144 | -590 | -8.8% | -$4.58万 | 减仓 |
| CAG | CONAGRA BRANDS INC COM | $47.29万 | 0.02% | 35,132 | 15,189 | 76.2% | $20.44万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | $47.20万 | 0.02% | 6,430 | -1 | -0.0% | -$73 | 减仓 |
| FRT | FEDERAL REALTY INVT TR SH BEN INT NEW | $47.18万 | 0.02% | 3,822 | 767 | 25.1% | $9.47万 | 加仓 |
| AGCO | AGCO CORP COM | $47.07万 | 0.02% | 3,932 | 980 | 33.2% | $11.73万 | 加仓 |
| ROST | ROSS STORES INC COM | $47.01万 | 0.02% | 2,209 | 691 | 45.5% | $14.71万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $46.82万 | 0.02% | 919 | 468 | 103.8% | $23.84万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $46.81万 | 0.02% | 954 | -454 | -32.2% | -$22.28万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $46.65万 | 0.02% | 8,979 | 783 | 9.6% | $4.07万 | 加仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $46.61万 | 0.02% | 5,954 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY COM | $46.58万 | 0.02% | 6,445 | 517 | 8.7% | $3.74万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $46.31万 | 0.02% | 6,830 | 1,477 | 27.6% | $10.01万 | 加仓 |
| ALLY | ALLY FINL INC COM | $46.29万 | 0.02% | 10,075 | 2,908 | 40.6% | $13.36万 | 加仓 |
| FIVE | FIVE BELOW INC COM | $46.26万 | 0.02% | 2,573 | -558 | -17.8% | -$10.03万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP COM | $46.23万 | 0.02% | 2,653 | 25 | 1.0% | $4,357 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $46.18万 | 0.02% | 3,818 | 856 | 28.9% | $10.35万 | 加仓 |
| GM | GENERAL MTRS CO COM | $46.15万 | 0.02% | 5,987 | 169 | 2.9% | $1.30万 | 加仓 |
| FDX | FEDEX CORP COM | $45.94万 | 0.02% | 1,467 | 26 | 1.8% | $8,143 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NEW COM | $45.85万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC COM | $45.75万 | 0.02% | 2,777 | -321 | -10.4% | -$5.29万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $45.55万 | 0.02% | 920 | 73 | 8.6% | $3.61万 | 加仓 |
| EIS | ISHARES MSCI ISRAEL ETF | $45.18万 | 0.02% | 3,743 | 23 | 0.6% | $2,776 | 加仓 |
| BBY | BEST BUY INC COM | $45.18万 | 0.02% | 5,954 | 1,239 | 26.3% | $9.40万 | 重新持有 |
| FHB | FIRST HAWAIIAN INC COM | $44.88万 | 0.02% | 15,319 | 4,049 | 35.9% | $11.86万 | 加仓 |
| SO | SOUTHERN CO COM | $44.84万 | 0.02% | 4,685 | -217 | -4.4% | -$2.08万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW CL A | $44.78万 | 0.02% | 2,538 | 847 | 50.1% | $14.95万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $44.59万 | 0.02% | 7,789 | -361 | -4.4% | -$2.07万 | 减仓 |
| FAF | FIRST AMERN FINL CORP COM | $44.48万 | 0.02% | 6,485 | 596 | 10.1% | $4.09万 | 加仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $44.45万 | 0.02% | 3,882 | 360 | 10.2% | $4.12万 | 加仓 |
| CRBN | ISHARES MSCI ACWI LOW CARBON TARGET ETF | $44.40万 | 0.02% | 1,755 | 12 | 0.7% | $3,036 | 加仓 |
| TER | TERADYNE INC COM | $44.34万 | 0.02% | 916 | -131 | -12.5% | -$6.34万 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $44.27万 | 0.02% | 2,391 | 60 | 2.6% | $1.11万 | 加仓 |
| ITT | ITT INC COM | $44.27万 | 0.02% | 2,239 | -60 | -2.6% | -$1.19万 | 减仓 |
| PHM | PULTE GROUP INC COM | $44.18万 | 0.02% | 3,220 | -616 | -16.1% | -$8.45万 | 减仓 |
| EXC | EXELON CORP COM | $44.15万 | 0.02% | 9,470 | 1,453 | 18.1% | $6.77万 | 加仓 |
| SHE | SPDR SSGA GENDER DIVERSITY INDEX ETF | $43.73万 | 0.02% | 2,832 | 8 | 0.3% | $1,235 | 加仓 |
| ET | Energy Transfer LP COM UT LTD PTN | $43.64万 | 0.02% | 22,825 | 4,000 | 21.2% | $7.65万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $43.56万 | 0.02% | 8,146 | 373 | 4.8% | $1.99万 | 加仓 |
| BLK | BLACKROCK INC COM | $43.42万 | 0.02% | 451 | -20 | -4.2% | -$1.93万 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $43.19万 | 0.02% | 503 | 101 | 25.1% | $8.67万 | 加仓 |
| GMED | GLOBUS MED INC CL A | $42.76万 | 0.02% | 5,412 | 1,770 | 48.6% | $13.98万 | 加仓 |
| AEE | AMEREN CORP COM | $42.62万 | 0.02% | 3,771 | 886 | 30.7% | $10.01万 | 加仓 |
| TEL | TE CONNECTIVITY LTD REG SHS | $42.48万 | 0.02% | 2,107 | -497 | -19.1% | -$10.02万 | 减仓 |