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 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC COM | $42.41万 | 0.02% | 1,785 | -714 | -28.6% | -$16.96万 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $42.23万 | 0.02% | 11,463 | -2,213 | -16.2% | -$8.15万 | 减仓 |
| FBIN | FORTUNE BRANDS HOME & SEC INC COM | $42.04万 | 0.02% | 7,658 | 1,356 | 21.5% | $7.44万 | 加仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $42.03万 | 0.02% | 2,430 | -143 | -5.6% | -$2.47万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $42.02万 | 0.02% | 798 | 142 | 21.6% | $7.48万 | 加仓 |
| ARW | ARROW ELECTRS INC COM | $41.96万 | 0.02% | 1,966 | 125 | 6.8% | $2.67万 | 加仓 |
| GVA | GRANITE CONSTR INC COM | $41.89万 | 0.02% | 2,650 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $41.88万 | 0.02% | 5,354 | 829 | 18.3% | $6.48万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $41.87万 | 0.02% | 2,679 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO COM | $41.20万 | 0.02% | 2,835 | 470 | 19.9% | $6.83万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $40.98万 | 0.02% | 17,305 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC COM | $40.77万 | 0.02% | 9,179 | 2,679 | 41.2% | $11.90万 | 加仓 |
| TMUS | T MOBILE US INC COM | $40.74万 | 0.02% | 2,429 | 311 | 14.7% | $5.22万 | 加仓 |
| FTNT | FORTINET INC COM | $40.65万 | 0.02% | 2,646 | -240 | -8.3% | -$3.69万 | 减仓 |
| VTR | VENTAS INC COM | $40.48万 | 0.02% | 4,559 | 243 | 5.6% | $2.16万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $40.30万 | 0.02% | 15,008 | 15,008 | — | $40.30万 | 新建仓 |
| CMS | CMS ENERGY CORP COM | $40.29万 | 0.02% | 5,266 | 2,304 | 77.8% | $17.63万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $40.15万 | 0.02% | 4,438 | 1,191 | 36.7% | $10.77万 | 加仓 |
| XYZ | SQUARE INC CL A | $40.07万 | 0.02% | 5,273 | 252 | 5.0% | $1.92万 | 加仓 |
| RY | ROYAL BK CDA COM | $40.05万 | 0.02% | 1,935 | -110 | -5.4% | -$2.28万 | 减仓 |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COM | $39.83万 | 0.02% | 4,645 | 119 | 2.6% | $1.02万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE INC COM NEW | $39.72万 | 0.02% | 2,109 | -184 | -8.0% | -$3.47万 | 减仓 |
| PRI | PRIMERICA INC COM | $39.70万 | 0.02% | 1,397 | 199 | 16.6% | $5.66万 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $39.68万 | 0.02% | 4,173 | -248 | -5.6% | -$2.36万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $39.68万 | 0.02% | 3,157 | 1,757 | 125.5% | $22.08万 | 重新持有 |
| AVY | AVERY DENNISON CORP COM | $39.65万 | 0.02% | 2,442 | -658 | -21.2% | -$10.68万 | 减仓 |
| MSM | MSC INDL DIRECT INC CL A | $39.63万 | 0.02% | 3,332 | 418 | 14.3% | $4.97万 | 加仓 |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $39.59万 | 0.02% | 8,530 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $39.44万 | 0.02% | 3,931 | -2,023 | -34.0% | -$20.29万 | 减仓 |
| NUE | NUCOR CORP COM | $39.23万 | 0.02% | 1,761 | -72 | -3.9% | -$1.60万 | 减仓 |
| BF/B | BROWN FORMAN CORP CL B | $39.09万 | 0.02% | 14,667 | 5,285 | 56.3% | $14.08万 | 加仓 |
| DTE | DTE ENERGY CO COM | $39.01万 | 0.02% | 2,560 | 291 | 12.8% | $4.43万 | 加仓 |
| VRSN | VERISIGN INC COM | $38.89万 | 0.02% | 1,546 | 67 | 4.5% | $1.69万 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $38.69万 | 0.02% | 1,871 | 579 | 44.8% | $11.97万 | 加仓 |
| TPR | TAPESTRY INC COM | $38.52万 | 0.02% | 2,632 | -403 | -13.3% | -$5.90万 | 减仓 |
| TDC | TERADATA CORP DEL COM | $38.50万 | 0.02% | 11,110 | 11,110 | — | $38.50万 | 新建仓 |
| PGR | PROGRESSIVE CORP OHIO COM | $38.42万 | 0.02% | 1,759 | 271 | 18.2% | $5.92万 | 加仓 |
| — | AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF | $38.40万 | 0.02% | 5,785 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC COM | $37.88万 | 0.02% | 4,153 | 482 | 13.1% | $4.40万 | 加仓 |
| THG | HANOVER INS GROUP INC COM | $37.86万 | 0.02% | 1,768 | 429 | 32.0% | $9.19万 | 加仓 |
| OGE | OGE ENERGY CORP COM | $37.79万 | 0.02% | 7,766 | 7,766 | — | $37.79万 | 新建仓 |
| — | LEGGETT & PLATT INC COM | $37.75万 | 0.02% | 32,237 | 20,347 | 171.1% | $23.83万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $37.66万 | 0.02% | 3,225 | 541 | 20.2% | $6.32万 | 加仓 |
| PSA | PUBLIC STORAGE COM | $37.61万 | 0.02% | 1,182 | 78 | 7.1% | $2.48万 | 加仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $37.49万 | 0.02% | 2,057 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $37.32万 | 0.02% | 4,335 | 1,332 | 44.4% | $11.47万 | 加仓 |
| UNM | UNUM GROUP COM | $37.30万 | 0.02% | 4,172 | 301 | 7.8% | $2.69万 | 加仓 |
| CLX | CLOROX CO DEL COM | $36.99万 | 0.02% | 3,876 | -476 | -10.9% | -$4.54万 | 减仓 |
| DCI | DONALDSON INC COM | $36.98万 | 0.02% | 4,119 | -251 | -5.7% | -$2.25万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $36.40万 | 0.02% | 10,860 | 2,197 | 25.4% | $7.36万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $36.35万 | 0.02% | 3,606 | -973 | -21.2% | -$9.81万 | 减仓 |
| ORI | OLD REP INTL CORP COM | $36.28万 | 0.02% | 8,866 | 1,277 | 16.8% | $5.23万 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | $36.27万 | 0.02% | 9,559 | 100 | 1.1% | $3,794 | 加仓 |
| G | GENPACT LIMITED SHS | $36.14万 | 0.02% | 13,143 | 4,265 | 48.0% | $11.73万 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC COM | $36.09万 | 0.02% | 35,000 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $36.07万 | 0.02% | 1,516 | 255 | 20.2% | $6.07万 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $36.03万 | 0.02% | 2,092 | 841 | 67.2% | $14.49万 | 加仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | $35.85万 | 0.02% | 5,778 | 1,590 | 38.0% | $9.87万 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $35.80万 | 0.02% | 3,717 | 199 | 5.7% | $1.92万 | 重新持有 |
| MO | ALTRIA GROUP INC COM | $35.63万 | 0.02% | 4,953 | 686 | 16.1% | $4.94万 | 加仓 |
| ADSK | AUTODESK INC COM | $35.42万 | 0.02% | 1,822 | -455 | -20.0% | -$8.85万 | 减仓 |
| CNA | CNA FINL CORP COM | $35.33万 | 0.02% | 7,269 | 2,130 | 41.4% | $10.35万 | 加仓 |
| ETSY | ETSY INC COM | $35.28万 | 0.02% | 4,684 | 4,684 | — | $35.28万 | 新建仓 |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | $34.89万 | 0.02% | 2,933 | 2,933 | — | $34.89万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $34.87万 | 0.02% | 684 | -75 | -9.9% | -$3.82万 | 减仓 |
| BKMI | BNY MELLON MUNICIPAL INTERMEDIATE ETF | $34.81万 | 0.02% | 13,165 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP COM | $34.45万 | 0.02% | 3,043 | 532 | 21.2% | $6.02万 | 加仓 |
| MTZ | MASTEC INC COM | $33.94万 | 0.02% | 816 | 816 | — | $33.94万 | 新建仓 |
| BX | BLACKSTONE GROUP INC COM CL A | $33.75万 | 0.02% | 2,868 | -374 | -11.5% | -$4.40万 | 减仓 |
| CPB | CAMPBELL SOUP CO COM | $33.63万 | 0.02% | 15,102 | 15,102 | — | $33.63万 | 新建仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $33.59万 | 0.02% | 16,488 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $33.45万 | 0.02% | 2,048 | -219 | -9.7% | -$3.58万 | 减仓 |
| CME | CME GROUP INC COM | $33.32万 | 0.02% | 1,509 | 214 | 16.5% | $4.73万 | 加仓 |
| PLD | PROLOGIS INC. COM | $33.29万 | 0.02% | 2,457 | 45 | 1.9% | $6,096 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $33.14万 | 0.02% | 841 | -99 | -10.5% | -$3.90万 | 减仓 |
| KR | KROGER CO COM | $33.07万 | 0.02% | 5,956 | 1,419 | 31.3% | $7.88万 | 加仓 |
| MHK | MOHAWK INDS INC COM | $32.99万 | 0.02% | 2,719 | 2,719 | — | $32.99万 | 新建仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | $32.87万 | 0.02% | 2,094 | 92 | 4.6% | $1.44万 | 加仓 |
| APG | API GROUP CORP COM STK | $32.86万 | 0.02% | 7,760 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC COM | $32.58万 | 0.02% | 41,238 | 19,352 | 88.4% | $15.29万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $32.49万 | 0.02% | 1,248 | -16 | -1.3% | -$4,166 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $32.46万 | 0.02% | 3,756 | 944 | 33.6% | $8.16万 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $32.44万 | 0.02% | 719 | -482 | -40.1% | -$21.75万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $32.29万 | 0.02% | 1,890 | 1,890 | — | $32.29万 | 新建仓 |
| STLD | STEEL DYNAMICS INC COM | $32.16万 | 0.01% | 1,402 | -88 | -5.9% | -$2.02万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $32.11万 | 0.01% | 12,815 | -1,613 | -11.2% | -$4.04万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $32.11万 | 0.01% | 2,581 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $32.04万 | 0.01% | 2,977 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC COM | $31.87万 | 0.01% | 3,549 | 3,549 | — | $31.87万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $31.71万 | 0.01% | 1,398 | -131 | -8.6% | -$2.97万 | 减仓 |
| SYY | SYSCO CORP COM | $31.49万 | 0.01% | 3,768 | 510 | 15.7% | $4.26万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S ORD SHS | $31.21万 | 0.01% | 1,170 | 1,170 | — | $31.21万 | 新建仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $30.99万 | 0.01% | 12,001 | 104 | 0.9% | $2,685 | 加仓 |
| PPH | VANECK VECTORS PHARMACEUTICAL ETF | $30.67万 | 0.01% | 2,804 | 22 | 0.8% | $2,406 | 加仓 |
| FDS | FACTSET RESH SYS INC COM | $30.50万 | 0.01% | 1,326 | 304 | 29.7% | $6.99万 | 加仓 |
| TRGP | TARGA RES CORP COM | $30.43万 | 0.01% | 1,135 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC CL A | $30.19万 | 0.01% | 3,267 | 3,267 | — | $30.19万 | 新建仓 |
| TDTT | FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND | $30.13万 | 0.01% | 12,600 | 0 | 0.0% | — | 不变 |
| HUT | HUT 8 CORP COM | $30.06万 | 0.01% | 2,604 | 2,604 | — | $30.06万 | 新建仓 |
| DBX | DROPBOX INC CL A | $29.92万 | 0.01% | 10,893 | -1,057 | -8.8% | -$2.90万 | 减仓 |