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 |
|---|---|---|---|---|---|---|---|---|
| DRI | DARDEN RESTAURANTS INC COM | $21.78万 | 0.01% | 1,057 | 1,057 | — | $21.78万 | 新建仓 |
| AGO | ASSURED GUARANTY LTD COM | $21.76万 | 0.01% | 2,715 | -1,995 | -42.4% | -$15.99万 | 减仓 |
| LFUS | LITTELFUSE INC COM | $21.72万 | 0.01% | 477 | 477 | — | $21.72万 | 新建仓 |
| COWZ | PACER US CASH COWS 100 ETF | $21.70万 | 0.01% | 3,489 | -150 | -4.1% | -$9,331 | 减仓 |
| HIG | HARTFORD FINL SVCS GROUP INC COM | $21.56万 | 0.01% | 1,627 | -68 | -4.0% | -$9,013 | 减仓 |
| AVT | AVNET INC COM | $21.44万 | 0.01% | 2,414 | 2,414 | — | $21.44万 | 新建仓 |
| HAS | HASBRO INC COM | $21.40万 | 0.01% | 2,591 | 138 | 5.6% | $1.14万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $21.33万 | 0.01% | 2,453 | -88 | -3.5% | -$7,653 | 减仓 |
| WRB | BERKLEY W R CORP COM | $21.24万 | 0.01% | 3,012 | 3,012 | — | $21.24万 | 新建仓 |
| MPC | MARATHON PETE CORP COM | $21.22万 | 0.01% | 830 | -90 | -9.8% | -$2.30万 | 减仓 |
| INTU | INTUIT COM | $21.22万 | 0.01% | 813 | -604 | -42.6% | -$15.76万 | 减仓 |
| MCO | MOODYS CORP COM | $21.19万 | 0.01% | 468 | 24 | 5.4% | $1.09万 | 加仓 |
| CCL | CARNIVAL CORP PAIRED CTF | $21.17万 | 0.01% | 7,406 | -2,982 | -28.7% | -$8.52万 | 减仓 |
| SAP | SAP SE SPON ADR | $21.14万 | 0.01% | 1,372 | 44 | 3.3% | $6,780 | 加仓 |
| PSMT | PRICESMART INC COM | $21.12万 | 0.01% | 1,081 | -23 | -2.1% | -$4,494 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM CL A | $21.12万 | 0.01% | 1,785 | -139 | -7.2% | -$1.64万 | 减仓 |
| PII | POLARIS INC COM | $21.07万 | 0.01% | 3,078 | 3,078 | — | $21.07万 | 新建仓 |
| ALB | ALBEMARLE CORP COM | $20.91万 | 0.01% | 1,549 | -61 | -3.8% | -$8,235 | 减仓 |
| SYK | STRYKER CORP COM | $20.91万 | 0.01% | 664 | -141 | -17.5% | -$4.44万 | 减仓 |
| POOL | POOL CORPORATION COM | $20.54万 | 0.01% | 956 | 956 | — | $20.54万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $20.53万 | 0.01% | 1,217 | 14 | 1.2% | $2,362 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $20.53万 | 0.01% | 1,491 | -1,348 | -47.5% | -$18.56万 | 减仓 |
| ARCC | ARES CAPITAL CORP COM | $20.45万 | 0.01% | 11,039 | -1,821 | -14.2% | -$3.37万 | 减仓 |
| SONY | SONY CORP SPONSORED ADR | $20.44万 | 0.01% | 10,189 | -2,348 | -18.7% | -$4.71万 | 减仓 |
| MSCI | MSCI INC COM | $20.33万 | 0.01% | 363 | -12 | -3.2% | -$6,720 | 减仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $20.31万 | 0.01% | 2,702 | 2,702 | — | $20.31万 | 新建仓 |
| CPAY | FLEETCOR TECHNOLOGIES INC COM | $20.20万 | 0.01% | 606 | 606 | — | $20.20万 | 新建仓 |
| ENTG | ENTEGRIS INC COM | $20.16万 | 0.01% | 1,121 | 1,121 | — | $20.16万 | 新建仓 |
| PPL | PPL CORP COM | $20.06万 | 0.01% | 5,519 | 5,519 | — | $20.06万 | 新建仓 |
| SAN | BANCO SANTANDER SA ADR | $19.96万 | 0.01% | 14,461 | -8,539 | -37.1% | -$11.78万 | 减仓 |
| PFLT | PENNANTPARK FLOATING RATE CAP COM | $19.94万 | 0.01% | 26,658 | 0 | 0.0% | — | 不变 |
| GDOT | GREEN DOT CORP CL A | $19.76万 | 0.01% | 14,624 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC COM | $19.57万 | 0.01% | 19,772 | 9,225 | 87.5% | $9.13万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $19.39万 | 0.01% | 467 | -39 | -7.7% | -$1.62万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $18.99万 | 0.01% | 2,193 | -872 | -28.5% | -$7.55万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $18.34万 | 0.01% | 1,490 | -134 | -8.3% | -$1.65万 | 减仓 |
| IRM | IRON MTN INC NEW COM | $17.77万 | 0.01% | 1,407 | 447 | 46.6% | $5.65万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $17.43万 | 0.01% | 2,345 | -1,009 | -30.1% | -$7.50万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $17.04万 | 0.01% | 1,164 | -420 | -26.5% | -$6.15万 | 减仓 |
| DG | DOLLAR GEN CORP NEW COM | $16.96万 | 0.01% | 1,474 | -1,122 | -43.2% | -$12.91万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $16.10万 | 0.01% | 728 | 0 | 0.0% | — | 不变 |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND | $16.08万 | 0.01% | 1,501 | -282 | -15.8% | -$3.02万 | 减仓 |
| PK | PARK HOTELS RESORTS INC COM | $15.96万 | 0.01% | 11,203 | 1,108 | 11.0% | $1.58万 | 加仓 |
| UGI | UGI CORP NEW COM | $15.76万 | 0.01% | 4,562 | 216 | 5.0% | $7,461 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $14.82万 | 0.01% | 975 | 21 | 2.2% | $3,191 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $14.44万 | 0.01% | 579 | 36 | 6.6% | $8,978 | 加仓 |
| HON | HONEYWELL INTL INC COM | $14.39万 | 0.01% | 643 | -639 | -49.8% | -$14.30万 | 减仓 |
| ADT | ADT INC COM | $13.92万 | 0.01% | 21,421 | 3,007 | 16.3% | $1.95万 | 加仓 |
| NDAQ | NASDAQ INC COM | $13.78万 | 0.01% | 1,748 | 64 | 3.8% | $5,044 | 加仓 |
| WELL | WELLTOWER INC COM | $13.56万 | 0.01% | 597 | -9 | -1.5% | -$2,044 | 减仓 |
| KKR | KKR & CO INC CL A | $12.47万 | 0.01% | 1,358 | -743 | -35.4% | -$6.82万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $12.46万 | 0.01% | 14,237 | 1,037 | 7.9% | $9,074 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $12.35万 | 0.01% | 1,272 | 601 | 89.6% | $5.83万 | 加仓 |
| — | PERMROCK ROYALTY TRUST TR UNIT | $12.32万 | 0.01% | 55,000 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $10.95万 | 0.01% | 1,444 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP COM | $10.62万 | 0.00% | 1,480 | 0 | 0.0% | — | 不变 |
| JACK | JACK IN THE BOX INC COM | $10.37万 | 0.00% | 6,556 | -217 | -3.2% | -$3,431 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $9.59万 | 0.00% | 2,999 | 65 | 2.2% | $2,078 | 加仓 |
| — | CANAAN INC SPONSORED ADS | $9.33万 | 0.00% | 325,000 | 100,000 | 44.4% | $2.87万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $8.74万 | 0.00% | 396 | 396 | — | $8.74万 | 新建仓 |
| SNAP | SNAP INC CL A | $8.50万 | 0.00% | 19,153 | -6,276 | -24.7% | -$2.79万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $8.50万 | 0.00% | 538 | -15 | -2.7% | -$2,370 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $8.33万 | 0.00% | 14,287 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS INC COM CL A | $8.26万 | 0.00% | 14,233 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG POWER INC COM NEW | $7.42万 | 0.00% | 27,380 | 27,380 | — | $7.42万 | 新建仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER | $5.98万 | 0.00% | 10,422 | 0 | 0.0% | — | 不变 |
| IHRT | IHEARTMEDIA INC COM CL A | $4.56万 | 0.00% | 10,619 | 0 | 0.0% | — | 不变 |
| — | MANHATTAN BRDG CAP INC COM | $4.47万 | 0.00% | 44,679 | -2,373 | -5.0% | -$2,373 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $3.89万 | 0.00% | 1,057 | 0 | 0.0% | — | 不变 |
| — | NEXTBOAT INC COM SHS | $2.54万 | 0.00% | 11,060 | 0 | 0.0% | — | 不变 |
| GETYQ | GETTY IMAGES HOLDINGS INC CL A COM | $1.51万 | 0.00% | 24,967 | 0 | 0.0% | — | 不变 |
| — | SKYX PLATFORMS CORP COM | $1.18万 | 0.00% | 10,659 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $1.10万 | 0.00% | 70 | 70 | — | $1.10万 | 新建仓 |
| — | WEREWOLF THERAPEUTICS INC COM | $5,399 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -104,616 | -100.0% | -$1,775.08万 | 清仓 |
| VGSH | VANGUARD SHORT-TERM GOVERNMENT BOND ETF | $0 | 0.00% | 0 | -20,539 | -100.0% | -$120.24万 | 清仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF | $0 | 0.00% | 0 | -13,554 | -100.0% | -$80.71万 | 清仓 |
| MUU | DIREXION DAILY MU BULL 2X ETF | $0 | 0.00% | 0 | -5,000 | -100.0% | -$60.19万 | 清仓 |
| INGR | INGREDION INC COM | $0 | 0.00% | 0 | -5,133 | -100.0% | -$57.82万 | 清仓 |
| PTC | PTC INC COM | $0 | 0.00% | 0 | -3,370 | -100.0% | -$48.02万 | 清仓 |
| TTD | THE TRADE DESK INC COM CL A | $0 | 0.00% | 0 | -19,851 | -100.0% | -$44.74万 | 清仓 |
| SAM | BOSTON BEER INC CL A | $0 | 0.00% | 0 | -1,917 | -100.0% | -$44.17万 | 清仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $0 | 0.00% | 0 | -8,462 | -100.0% | -$42.22万 | 清仓 |
| DPZ | DOMINOS PIZZA INC COM | $0 | 0.00% | 0 | -1,122 | -100.0% | -$40.26万 | 清仓 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $0 | 0.00% | 0 | -8,000 | -100.0% | -$38.33万 | 清仓 |
| LOPE | GRAND CANYON ED INC COM | $0 | 0.00% | 0 | -2,099 | -100.0% | -$35.69万 | 清仓 |
| CCJ | CAMECO CORP COM | $0 | 0.00% | 0 | -3,149 | -100.0% | -$34.20万 | 清仓 |
| GAP | GAP INC COM | $0 | 0.00% | 0 | -13,457 | -100.0% | -$32.57万 | 清仓 |
| OKTA | OKTA INC CL A | $0 | 0.00% | 0 | -4,073 | -100.0% | -$32.06万 | 清仓 |
| FCN | FTI CONSULTING INC COM | $0 | 0.00% | 0 | -1,792 | -100.0% | -$31.68万 | 清仓 |
| VRSK | VERISK ANALYTICS INC COM | $0 | 0.00% | 0 | -1,646 | -100.0% | -$31.23万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $0 | 0.00% | 0 | -2,003 | -100.0% | -$29.96万 | 清仓 |
| TTEK | TETRA TECH INC NEW COM | $0 | 0.00% | 0 | -9,119 | -100.0% | -$27.47万 | 清仓 |
| ASND | ASCENDIS PHARMA A S SPONSORED ADR | $0 | 0.00% | 0 | -1,170 | -100.0% | -$26.76万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -5,074 | -100.0% | -$26.57万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,695 | -100.0% | -$24.77万 | 清仓 |
| — | GATES INDUSTRIAL CORPRATIN PLC ORD SHS | $0 | 0.00% | 0 | -10,865 | -100.0% | -$24.57万 | 清仓 |
| BURL | BURLINGTON STORES INC COM | $0 | 0.00% | 0 | -720 | -100.0% | -$23.43万 | 清仓 |
| TKO | WORLD WRESTLING ENTMT INC CL A | $0 | 0.00% | 0 | -1,155 | -100.0% | -$23.30万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW COM | $0 | 0.00% | 0 | -1,349 | -100.0% | -$23.28万 | 清仓 |