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 |
|---|---|---|---|---|---|---|---|---|
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -96,772 | -100.0% | -$452.99万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -56,354 | -100.0% | -$371.43万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -32,272 | -100.0% | -$174.43万 | 清仓 |
| MSTR | STRATEGY INC 看涨期权 | $0 | 0.00% | 0 | -9,000 | -100.0% | -$92.00万 | 清仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -10,527 | -100.0% | -$40.62万 | 清仓 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$40.11万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -5,619 | -100.0% | -$36.75万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -6,509 | -100.0% | -$31.54万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -2,684 | -100.0% | -$27.08万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,540 | -100.0% | -$24.79万 | 清仓 |
| IGM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -1,804 | -100.0% | -$20.36万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -9,019 | -100.0% | -$20.17万 | 清仓 |
| — | EVOLUTION PETE CORP | $0 | 0.00% | 0 | -30,869 | -100.0% | -$10.93万 | 清仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $0 | 0.00% | 0 | -11,535 | -100.0% | -$2.42万 | 清仓 |
| — | SRX HEALTH SOLUTIONS INC. | $2,760 | 0.00% | 21,398 | 0 | 0.0% | — | 不变 |
| — | RESOURCES CONNECTION INC | $7.44万 | 0.05% | 19,938 | 2,649 | 15.3% | $9,881 | 加仓 |
| — | SUPERIOR GROUP OF CO INC | $12.09万 | 0.08% | 11,895 | 998 | 9.2% | $1.01万 | 加仓 |
| YYY | AMPLIFY ETF TR | $15.43万 | 0.10% | 13,988 | 0 | 0.0% | — | 不变 |
| PSTL | POSTAL REALTY TRUST INC | $19.04万 | 0.12% | 10,259 | 10,259 | — | $19.04万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $20.09万 | 0.13% | 11,667 | -371 | -3.1% | -$6,389 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $20.29万 | 0.13% | 6,156 | -913 | -12.9% | -$3.01万 | 减仓 |
| AVGO | BROADCOM INC | $20.79万 | 0.13% | 672 | -55 | -7.6% | -$1.70万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $20.95万 | 0.13% | 1,200 | -4 | -0.3% | -$698 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $21.95万 | 0.14% | 4,969 | -1,289 | -20.6% | -$5.69万 | 减仓 |
| — | ESCALADE INC | $22.07万 | 0.14% | 12,855 | 504 | 4.1% | $8,654 | 加仓 |
| IBDR | ISHARES TR | $22.57万 | 0.14% | 9,310 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $22.84万 | 0.15% | 818 | -5 | -0.6% | -$1,396 | 减仓 |
| MDYV | SPDR SERIES TRUST | $22.96万 | 0.15% | 2,696 | -201 | -6.9% | -$1.71万 | 减仓 |
| GOOG | ALPHABET INC | $23.13万 | 0.15% | 806 | -113 | -12.3% | -$3.24万 | 减仓 |
| ARKK | ARK ETF TR | $24.60万 | 0.16% | 3,639 | -7 | -0.2% | -$473 | 减仓 |
| IEMG | ISHARES INC | $24.98万 | 0.16% | 3,581 | 3,581 | — | $24.98万 | 新建仓 |
| SAP | SAP SE | $26.16万 | 0.17% | 1,528 | 113 | 8.0% | $1.93万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.36万 | 0.17% | 4,747 | 4,747 | — | $26.36万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $27.28万 | 0.17% | 1,376 | 86 | 6.7% | $1.71万 | 加仓 |
| IAU | ISHARES GOLD TR | $27.49万 | 0.18% | 3,118 | 346 | 12.5% | $3.05万 | 加仓 |
| RELX | RELX PLC | $27.53万 | 0.18% | 8,305 | 647 | 8.4% | $2.14万 | 加仓 |
| MKC | MCCORMICK & CO INC | $27.67万 | 0.18% | 5,485 | 332 | 6.4% | $1.67万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $28.32万 | 0.18% | 7,830 | -416 | -5.0% | -$1.50万 | 减仓 |
| QQQ | INVESCO QQQ TR | $28.51万 | 0.18% | 494 | -13 | -2.6% | -$7,503 | 减仓 |
| GEV | GE VERNOVA INC | $28.55万 | 0.18% | 327 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $29.16万 | 0.19% | 19,570 | 19,570 | — | $29.16万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $29.36万 | 0.19% | 7,976 | -33 | -0.4% | -$1,215 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $29.42万 | 0.19% | 17,197 | -276 | -1.6% | -$4,722 | 减仓 |
| SONY | SONY GROUP CORP | $29.59万 | 0.19% | 14,294 | 894 | 6.7% | $1.85万 | 加仓 |
| — | PGIM ROCK ETF TR | $30.00万 | 0.19% | 9,908 | 9,908 | — | $30.00万 | 新建仓 |
| SHEL | SHELL PLC | $30.23万 | 0.19% | 3,251 | 206 | 6.8% | $1.92万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $31.03万 | 0.20% | 12,101 | -2,048 | -14.5% | -$5.25万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.47万 | 0.20% | 1,549 | 77 | 5.2% | $1.56万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $31.81万 | 0.20% | 10,607 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $33.51万 | 0.21% | 2,744 | 148 | 5.7% | $1.81万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $33.56万 | 0.21% | 3,076 | 127 | 4.3% | $1.39万 | 加仓 |
| MDT | MEDTRONIC PLC | $33.65万 | 0.21% | 3,884 | 168 | 4.5% | $1.46万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $35.46万 | 0.23% | 7,906 | 7,906 | — | $35.46万 | 新建仓 |
| GE | GE AEROSPACE | $35.53万 | 0.23% | 1,252 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $35.74万 | 0.23% | 13,771 | -437 | -3.1% | -$1.13万 | 减仓 |
| SPYI | NEOS ETF TRUST | $35.79万 | 0.23% | 7,250 | 7,250 | — | $35.79万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $35.85万 | 0.23% | 2,634 | 164 | 6.6% | $2.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $35.96万 | 0.23% | 1,471 | 3 | 0.2% | $733 | 加仓 |
| RSG | REPUBLIC SVCS INC | $36.70万 | 0.23% | 1,676 | 94 | 5.9% | $2.06万 | 加仓 |
| O | REALTY INCOME CORP | $36.97万 | 0.24% | 6,043 | 209 | 3.6% | $1.28万 | 加仓 |
| QCOM | QUALCOMM INC | $38.00万 | 0.24% | 2,951 | 117 | 4.1% | $1.51万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $38.33万 | 0.24% | 12,567 | -890 | -6.6% | -$2.71万 | 减仓 |
| RYLD | GLOBAL X FDS | $38.86万 | 0.25% | 25,992 | -1,062 | -3.9% | -$1.59万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $39.03万 | 0.25% | 600 | -165 | -21.6% | -$10.73万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $39.13万 | 0.25% | 7,775 | 152 | 2.0% | $7,650 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $39.33万 | 0.25% | 17,442 | -774 | -4.2% | -$1.75万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $39.41万 | 0.25% | 17,525 | 2,525 | 16.8% | $5.68万 | 加仓 |
| MRK | MERCK & CO INC | $40.12万 | 0.26% | 3,336 | -3,807 | -53.3% | -$45.79万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $40.53万 | 0.26% | 6,932 | 191 | 2.8% | $1.12万 | 加仓 |
| WSO | WATSCO INC | $40.55万 | 0.26% | 1,115 | 54 | 5.1% | $1.96万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.85万 | 0.27% | 1,946 | 26 | 1.4% | $5,591 | 加仓 |
| TSLA | TESLA INC | $44.14万 | 0.28% | 1,187 | -138 | -10.4% | -$5.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $44.42万 | 0.28% | 2,547 | -141 | -5.2% | -$2.46万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $44.47万 | 0.28% | 17,970 | -1,762 | -8.9% | -$4.36万 | 减仓 |
| — | THOMSON REUTERS CORP | $44.85万 | 0.29% | 4,985 | 4,985 | — | $44.85万 | 新建仓 |
| HD | HOME DEPOT INC | $45.20万 | 0.29% | 1,374 | 54 | 4.1% | $1.78万 | 加仓 |
| CME | CME GROUP INC | $45.40万 | 0.29% | 1,537 | 1,537 | — | $45.40万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $45.49万 | 0.29% | 2,343 | 74 | 3.3% | $1.44万 | 加仓 |
| FEGE | RBB FUND TRUST | $47.23万 | 0.30% | 10,048 | 10,048 | — | $47.23万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $47.51万 | 0.30% | 1,636 | 74 | 4.7% | $2.15万 | 加仓 |
| MCD | MCDONALDS CORP | $47.56万 | 0.30% | 1,530 | 71 | 4.9% | $2.21万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.99万 | 0.31% | 1,420 | 50 | 3.6% | $1.69万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $48.35万 | 0.31% | 4,177 | 134 | 3.3% | $1.55万 | 加仓 |
| AMZN | AMAZON COM INC | $48.94万 | 0.31% | 2,350 | -74 | -3.1% | -$1.54万 | 减仓 |
| SNA | SNAP ON INC | $49.32万 | 0.31% | 1,358 | 42 | 3.2% | $1.53万 | 加仓 |
| NVS | NOVARTIS AG | $51.05万 | 0.33% | 3,342 | 21 | 0.6% | $3,208 | 加仓 |
| OKE | ONEOK INC NEW | $51.68万 | 0.33% | 5,717 | 246 | 4.5% | $2.22万 | 加仓 |
| ECL | ECOLAB INC | $52.27万 | 0.33% | 1,965 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $53.91万 | 0.34% | 2,479 | 87 | 3.6% | $1.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.15万 | 0.34% | 1,130 | -33 | -2.8% | -$1.58万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $54.84万 | 0.35% | 3,935 | 41 | 1.1% | $5,713 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $55.31万 | 0.35% | 4,887 | 7 | 0.1% | $792 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $61.19万 | 0.39% | 15,224 | -3,161 | -17.2% | -$12.70万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.87万 | 0.39% | 2,553 | -6 | -0.2% | -$1,454 | 减仓 |
| HBTA | HORIZON FDS | $62.36万 | 0.40% | 23,285 | -1,314 | -5.3% | -$3.52万 | 减仓 |
| — | CIBUS INC | $63.00万 | 0.40% | 318,203 | 47,039 | 17.3% | $9.31万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $66.94万 | 0.43% | 11,811 | 3,891 | 49.1% | $22.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $71.80万 | 0.46% | 1,940 | -66 | -3.3% | -$2.44万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $75.83万 | 0.48% | 22,725 | 793 | 3.6% | $2.65万 | 加仓 |