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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC COM | $3.11亿 | 14.48% | 269,762 | -906 | -0.3% | -$104.58万 | 减仓 |
| ABBV | ABBVIE INC | $1.25亿 | 5.83% | 498,050 | 485,301 | 3,806.6% | $1.22亿 | 加仓 |
| C | CITIGROUP INC COM NEW | $1.19亿 | 5.51% | 846,920 | 233 | 0.0% | $3.26万 | 加仓 |
| AAPL | APPLE INC | $8,664.73万 | 4.03% | 299,721 | 84,578 | 39.3% | $2,445.09万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $7,769.53万 | 3.61% | 113,125 | 640 | 0.6% | $43.96万 | 加仓 |
| GE | GENERAL ELECTRIC CO COM | $6,952.75万 | 3.23% | 186,037 | 513 | 0.3% | $19.17万 | 加仓 |
| OMF | ONEMAIN HLDGS INC COM | $5,679.83万 | 2.64% | 931,578 | -110 | -0.0% | -$6,707 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $5,554.39万 | 2.58% | 74,626 | 3,873 | 5.5% | $288.27万 | 加仓 |
| NVDA | NVIDIA CORP COM | $5,444.15万 | 2.53% | 272,565 | -3,941 | -1.4% | -$78.72万 | 减仓 |
| INTC | INTEL CORP COM | $4,591.50万 | 2.13% | 328,834 | 2,676 | 0.8% | $37.36万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $4,287.89万 | 1.99% | 205,123 | 41 | 0.0% | $8,571 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $3,514.15万 | 1.63% | 1,038,460 | 87,718 | 9.2% | $296.84万 | 加仓 |
| FLG | NEW YORK CMNTY BANCORP INC COM | $3,173.67万 | 1.48% | 2,124,280 | 0 | 0.0% | — | 不变 |
| BAC | BK OF AMERICA CORP COM | $2,882.33万 | 1.34% | 505,847 | 1,071 | 0.2% | $6.10万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,820.45万 | 1.31% | 79,475 | -939 | -1.2% | -$33.32万 | 减仓 |
| WFC | WELLS FARGO CO NEW COM | $2,583.90万 | 1.20% | 312,648 | -146 | -0.0% | -$1.21万 | 减仓 |
| QQQ | INVESCO QQQ TRUST | $2,531.49万 | 1.18% | 34,499 | -226 | -0.7% | -$16.58万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $2,518.47万 | 1.17% | 102,285 | -37 | -0.0% | -$9,110 | 减仓 |
| AMZN | AMAZON.COM INC COM | $2,231.11万 | 1.04% | 93,810 | 1,660 | 1.8% | $39.48万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,187.91万 | 1.02% | 58,655 | 2,567 | 4.6% | $95.75万 | 加仓 |
| IJR | ISHARES S&P SMALL-CAP FUND | $2,092.40万 | 0.97% | 141,083 | 17,284 | 14.0% | $256.34万 | 加仓 |
| F | FORD MTR CO DEL COM | $1,878.00万 | 0.87% | 1,351,081 | -3,815 | -0.3% | -$5.30万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $1,754.30万 | 0.82% | 23,492 | 362 | 1.6% | $27.03万 | 加仓 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $1,740.32万 | 0.81% | 271,415 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC CL B | $1,604.87万 | 0.75% | 255,187 | 641 | 0.3% | $4.03万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,541.90万 | 0.72% | 216,406 | 32,338 | 17.6% | $230.41万 | 加仓 |
| XOM | EXXON MOBIL CORP COM | $1,443.44万 | 0.67% | 105,578 | 105,578 | — | $1,443.44万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1,363.69万 | 0.63% | 322,081 | 206 | 0.1% | $8,722 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1,362.85万 | 0.63% | 56,216 | 77 | 0.1% | $1.87万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,348.34万 | 0.63% | 38,161 | -869 | -2.2% | -$30.70万 | 减仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $1,255.95万 | 0.58% | 123,471 | 31,181 | 33.8% | $317.17万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,253.55万 | 0.58% | 22,303 | 694 | 3.2% | $39.01万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | $1,238.38万 | 0.58% | 33,466 | -1,152 | -3.3% | -$42.63万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $1,160.99万 | 0.54% | 46,029 | 13 | 0.0% | $3,279 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,140.71万 | 0.53% | 191,106 | 41,798 | 28.0% | $249.49万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1,025.95万 | 0.48% | 30,085 | -190 | -0.6% | -$6.48万 | 减仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $1,004.73万 | 0.47% | 105,076 | 833 | 0.8% | $7.97万 | 加仓 |
| BA | BOEING CO COM | $959.48万 | 0.45% | 44,320 | -88 | -0.2% | -$1.91万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM | $914.64万 | 0.43% | 21,107 | -904 | -4.1% | -$39.17万 | 减仓 |
| BIL | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | $912.69万 | 0.42% | 99,596 | 25,881 | 35.1% | $237.17万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $901.68万 | 0.42% | 259,028 | 37,388 | 16.9% | $130.15万 | 加仓 |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | $893.39万 | 0.42% | 204,390 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $741.04万 | 0.34% | 170,353 | 20,514 | 13.7% | $89.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $738.73万 | 0.34% | 14,790 | 335 | 2.3% | $16.73万 | 加仓 |
| AVGO | BROADCOM INC COM | $711.56万 | 0.33% | 18,879 | -58 | -0.3% | -$2.19万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $708.36万 | 0.33% | 57,048 | -492 | -0.9% | -$6.11万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $693.93万 | 0.32% | 12,140 | 178 | 1.5% | $10.17万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $672.41万 | 0.31% | 116,698 | -384 | -0.3% | -$2.21万 | 减仓 |
| TSLA | TESLA INC COM | $651.79万 | 0.30% | 15,640 | -1,573 | -9.1% | -$65.55万 | 减仓 |
| OBDC | OWL ROCK CAPITAL CORPORATION COM | $611.15万 | 0.28% | 562,235 | -18,550 | -3.2% | -$20.16万 | 减仓 |
| T | AT&T INC COM | $607.46万 | 0.28% | 293,459 | -870 | -0.3% | -$1.80万 | 减仓 |
| PHYS | SPROTT PHYSICAL GOLD TRUST UNIT | $593.10万 | 0.28% | 196,585 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $565.00万 | 0.26% | 48,102 | -1,503 | -3.0% | -$17.65万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM | $551.58万 | 0.26% | 32,896 | -146 | -0.4% | -$2.45万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | $541.61万 | 0.25% | 45,315 | 147 | 0.3% | $1.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $540.55万 | 0.25% | 16,514 | -111 | -0.7% | -$3.63万 | 减仓 |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | $530.77万 | 0.25% | 33,453 | -51 | -0.2% | -$8,092 | 减仓 |
| V | VISA INC | $518.87万 | 0.24% | 15,123 | 741 | 5.2% | $25.42万 | 加仓 |
| CAT | CATERPILLAR INC DEL COM | $508.23万 | 0.24% | 4,773 | -141 | -2.9% | -$15.01万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $492.19万 | 0.23% | 16,382 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $478.46万 | 0.22% | 34,787 | -20 | -0.1% | -$2,751 | 减仓 |
| SPYM | SPDR PORTFOLIO S&P 500 ETF | $473.91万 | 0.22% | 53,927 | 139 | 0.3% | $1.22万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $467.01万 | 0.22% | 64,719 | 336 | 0.5% | $2.42万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX US INDEX FUND | $420.32万 | 0.20% | 55,225 | 587 | 1.1% | $4.47万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $417.16万 | 0.19% | 43,193 | 2,196 | 5.4% | $21.21万 | 加仓 |
| MA | MASTERCARD INC CL A | $416.09万 | 0.19% | 8,110 | 756 | 10.3% | $38.79万 | 加仓 |
| DOW | DOW INC COM | $415.36万 | 0.19% | 151,814 | -15 | -0.0% | -$410 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $414.46万 | 0.19% | 9,720 | -559 | -5.4% | -$23.84万 | 减仓 |
| PBR | PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR | $404.21万 | 0.19% | 250,127 | 127 | 0.1% | $2,052 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $378.17万 | 0.18% | 14,890 | 2 | 0.0% | $508 | 加仓 |
| GLD | SPDR GOLD SHARES | $376.42万 | 0.17% | 10,208 | 233 | 2.3% | $8.59万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $370.01万 | 0.17% | 7,449 | 1,520 | 25.6% | $75.50万 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $365.64万 | 0.17% | 22,058 | -691 | -3.0% | -$11.45万 | 减仓 |
| WMT | WALMART INC COM | $365.38万 | 0.17% | 32,260 | 976 | 3.1% | $11.05万 | 加仓 |
| TYG | TORTOISE ENERGY INFRA CORP COM | $364.39万 | 0.17% | 85,000 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $362.75万 | 0.17% | 209,077 | -5,046 | -2.4% | -$8.75万 | 减仓 |
| PFE | PFIZER INC | $361.38万 | 0.17% | 150,075 | 2,030 | 1.4% | $4.89万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $325.92万 | 0.15% | 7,959 | 1 | 0.0% | $409 | 加仓 |
| ABR | ARBOR REALTY TRUST INC COM | $325.49万 | 0.15% | 600,537 | 537 | 0.1% | $2,911 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $320.86万 | 0.15% | 106,246 | 1,154 | 1.1% | $3.49万 | 加仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | $307.01万 | 0.14% | 16,114 | -98 | -0.6% | -$1.87万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $302.80万 | 0.14% | 6,345 | -225 | -3.4% | -$10.74万 | 减仓 |
| LLY | LILLY ELI & CO COM | $300.50万 | 0.14% | 2,505 | -32 | -1.3% | -$3.84万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $296.77万 | 0.14% | 107,138 | 644 | 0.6% | $1.78万 | 加仓 |
| INCY | INCYTE CORP COM | $294.67万 | 0.14% | 25,994 | 2,556 | 10.9% | $28.97万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $279.50万 | 0.13% | 3,749 | -103 | -2.7% | -$7.68万 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $278.54万 | 0.13% | 34,362 | 864 | 2.6% | $7.00万 | 加仓 |
| SHOP | SHOPIFY INC CL A | $275.16万 | 0.13% | 23,975 | -320 | -1.3% | -$3.67万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY GROUP LTD ORD | $270.61万 | 0.13% | 9,182 | 903 | 10.9% | $26.61万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $268.57万 | 0.12% | 35,315 | 446 | 1.3% | $3.39万 | 加仓 |
| SG | SWEETGREEN INC COM CL A | $264.30万 | 0.12% | 300,000 | -2,500 | -0.8% | -$2.20万 | 减仓 |
| CART | MAPLEBEAR INC COM | $263.99万 | 0.12% | 55,753 | -739 | -1.3% | -$3.50万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $260.87万 | 0.12% | 25,503 | 3,258 | 14.6% | $33.33万 | 加仓 |
| DBJP | X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF | $258.43万 | 0.12% | 22,513 | -972 | -4.1% | -$11.16万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $255.46万 | 0.12% | 1,848 | -254 | -12.1% | -$35.11万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $255.09万 | 0.12% | 8,420 | -214 | -2.5% | -$6.48万 | 减仓 |
| CPRT | COPART INC COM | $249.97万 | 0.12% | 88,674 | 24,551 | 38.3% | $69.21万 | 加仓 |
| M | MACYS INC COM | $247.17万 | 0.11% | 104,955 | -581 | -0.6% | -$1.37万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $241.78万 | 0.11% | 181,655 | 948 | 0.5% | $1.26万 | 加仓 |
| MRK | MERCK & CO. INC COM | $239.56万 | 0.11% | 18,642 | -7,272 | -28.1% | -$93.45万 | 减仓 |