CERTIOR FINANCIAL GROUP, LLC
KING OF PRUSSIA PA · SEC CIK 0002055620
$1.57亿2026Q1 申报市值
130持仓数
45.2%前十大占比 · 第一大 10.9%
13 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BIL 加仓+$1,309.91万
VTEB 加仓+$261.07万
HYD 加仓+$138.27万
MSTR 加仓+$110.78万
SUB 加仓+$100.61万
2026Q1 卖出最多 按季末市值估算
SPEM 清仓-$452.99万
BBJP 清仓-$371.43万
INDA 清仓-$174.43万
STIP 减仓-$173.71万
VXUS 减仓-$106.86万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | $76.79万 | 0.49% | 6,951 | 6,951 | — | $76.79万 | 新建仓 |
| SDCI | USCF ETF TR | $81.59万 | 0.52% | 29,954 | 29,954 | — | $81.59万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $82.17万 | 0.52% | 36,782 | 964 | 2.7% | $2.15万 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $84.35万 | 0.54% | 23,248 | 13,046 | 127.9% | $47.33万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $85.23万 | 0.54% | 16,979 | 95 | 0.6% | $4,769 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $89.33万 | 0.57% | 23,873 | -1,638 | -6.4% | -$6.13万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $90.15万 | 0.57% | 6,163 | 42 | 0.7% | $6,144 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $90.27万 | 0.57% | 23,496 | 62 | 0.3% | $2,382 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $96.84万 | 0.62% | 29,249 | 15,803 | 117.5% | $52.32万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $99.54万 | 0.63% | 57,472 | 57,472 | — | $99.54万 | 新建仓 |
| GOVT | ISHARES TR | $99.58万 | 0.63% | 43,465 | 449 | 1.0% | $1.03万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $106.01万 | 0.68% | 1,754 | -198 | -10.1% | -$11.97万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $110.34万 | 0.70% | 32,065 | 9,207 | 40.3% | $31.68万 | 加仓 |
| FSK | FS KKR CAP CORP | $120.56万 | 0.77% | 118,425 | -19,594 | -14.2% | -$19.95万 | 减仓 |
| STIP | ISHARES TR | $124.11万 | 0.79% | 11,999 | -16,795 | -58.3% | -$173.71万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $130.31万 | 0.83% | 72,315 | 18,320 | 33.9% | $33.01万 | 加仓 |
| MSTR | STRATEGY INC | $130.85万 | 0.83% | 10,485 | 8,877 | 552.1% | $110.78万 | 加仓 |
| — | EXXON MOBIL CORP | $131.59万 | 0.84% | 7,756 | -219 | -2.7% | -$3.72万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $157.17万 | 1.00% | 125,636 | -14,483 | -10.3% | -$18.12万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $157.88万 | 1.01% | 11,414 | 445 | 4.1% | $6.16万 | 加仓 |
| QLTY | GMO ETF TRUST | $163.82万 | 1.04% | 45,279 | 8,489 | 23.1% | $30.71万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $166.63万 | 1.06% | 73,471 | 1,313 | 1.8% | $2.98万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $168.90万 | 1.08% | 21,903 | -13,858 | -38.8% | -$106.86万 | 减仓 |
| BENJ | HORIZON FDS | $173.14万 | 1.10% | 33,083 | -1,644 | -4.7% | -$8.60万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $184.93万 | 1.18% | 362,615 | 72,862 | 25.1% | $37.16万 | 加仓 |
| HGER | HARBOR ETF TRUST | $217.36万 | 1.38% | 70,094 | -28,063 | -28.6% | -$87.02万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $220.08万 | 1.40% | 28,068 | 460 | 1.7% | $3.61万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $226.82万 | 1.44% | 42,990 | -686 | -1.6% | -$3.62万 | 减仓 |
| — | WORLD GOLD TR | $232.13万 | 1.48% | 25,044 | -9,129 | -26.7% | -$84.62万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $232.56万 | 1.48% | 43,026 | 4,479 | 11.6% | $24.21万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $241.71万 | 1.54% | 37,720 | 3,417 | 10.0% | $21.90万 | 加仓 |
| MUNI | PIMCO ETF TR | $247.95万 | 1.58% | 47,508 | 2,934 | 6.6% | $15.31万 | 加仓 |
| SUB | ISHARES TR | $255.48万 | 1.63% | 23,989 | 9,447 | 65.0% | $100.61万 | 加仓 |
| IEF | ISHARES TR | $281.13万 | 1.79% | 29,456 | 3,645 | 14.1% | $34.79万 | 加仓 |
| HYD | VANECK ETF TRUST | $289.68万 | 1.85% | 57,774 | 27,577 | 91.3% | $138.27万 | 加仓 |
| AAPL | APPLE INC | $309.13万 | 1.97% | 12,180 | 106 | 0.9% | $2.69万 | 加仓 |
| IVV | ISHARES TR | $343.19万 | 2.19% | 5,254 | 169 | 3.3% | $11.04万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $365.48万 | 2.33% | 85,915 | 8,913 | 11.6% | $37.92万 | 加仓 |
| VGT | VANGUARD WORLD FD | $399.00万 | 2.54% | 5,719 | 309 | 5.7% | $21.56万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $492.94万 | 3.14% | 98,805 | 52,328 | 112.6% | $261.07万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $505.26万 | 3.22% | 173,748 | 9,475 | 5.8% | $27.55万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $854.70万 | 5.44% | 240,151 | 14,264 | 6.3% | $50.77万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,041.80万 | 6.64% | 339,570 | 23,149 | 7.3% | $71.02万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,081.65万 | 6.89% | 371,318 | 24,764 | 7.1% | $72.14万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,707.22万 | 10.87% | 186,296 | 142,941 | 329.7% | $1,309.91万 | 加仓 |