13F 机构持仓

CERTIOR FINANCIAL GROUP, LLC

KING OF PRUSSIA PA · SEC CIK 0002055620

2026Q22026Q1 更早 9 个季度 🔒
$1.83亿2026Q2 申报市值
146持仓数
41.4%前十大占比 · 第一大 7.4%
25 / 10新建仓 / 清仓
申报市值走势$1.83亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHG 7.4%
SCHD 6.3%
TCAF 5.8%
BIL 5.8%
SCHA 3.6%
VGT 3.1%
VTEB 2.9%
CGDV 2.4%
IVV 2.2%
SPYM 2.0%

2026Q2 买入最多 按季末市值估算

SPYM 新建仓+$372.77万
FLJP 新建仓+$296.71万
MSFT 加仓+$257.97万
GLDM 新建仓+$201.73万
QQQ 加仓+$143.15万

2026Q2 卖出最多 按季末市值估算

BIL 减仓-$657.41万
WORLD GOLD TR 清仓-$232.13万
PDBC 清仓-$99.54万
GBTC 减仓-$72.91万
NVS 清仓-$51.05万

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
— WORLD GOLD TR $00.00%0 -25,044-100.0% -$232.13万 清仓
PDBC INVESCO ACTVELY MNGD ETC FD $00.00%0 -57,472-100.0% -$99.54万 清仓
NVS NOVARTIS AG $00.00%0 -3,342-100.0% -$51.05万 清仓
XHLF BONDBLOXX ETF TRUST $00.00%0 -7,775-100.0% -$39.13万 清仓
MAA MID-AMER APT CMNTYS INC $00.00%0 -2,744-100.0% -$33.51万 清仓
RELX RELX PLC $00.00%0 -8,305-100.0% -$27.53万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,376-100.0% -$27.28万 清仓
COIN COINBASE GLOBAL INC $00.00%0 -1,200-100.0% -$20.95万 清仓
STWD STARWOOD PPTY TR INC $00.00%0 -11,667-100.0% -$20.09万 清仓
— SRX HEALTH SOLUTIONS INC. $00.00%0 -21,398-100.0% -$2,760 清仓
— RESOURCES CONNECTION INC $9.96万0.05%23,442 3,50417.6% $1.49万 加仓
YYY AMPLIFY ETF TR $14.10万0.08%12,233 -1,755-12.5% -$2.02万 减仓
HCKT HACKETT GROUP INC $14.54万0.08%13,496 13,496— $14.54万 新建仓
— SUPERIOR GROUP OF CO INC $16.50万0.09%12,577 6825.7% $8,948 加仓
GCMG GCM GROSVENOR INC $19.84万0.11%16,126 16,126— $19.84万 新建仓
ARKK ARK ETF TR $20.17万0.11%2,496 -1,143-31.4% -$9.24万 减仓
HTO H2O AMERICA $20.32万0.11%3,343 3,343— $20.32万 新建仓
CEG CONSTELLATION ENERGY CORP $20.39万0.11%821 30.4% $745 加仓
MO ALTRIA GROUP INC $20.61万0.11%2,865 2,865— $20.61万 新建仓
EPR EPR PPTYS $20.76万0.11%3,579 3,579— $20.76万 新建仓
CHAT TIDAL TRUST II $20.98万0.11%2,126 2,126— $20.98万 新建仓
VOO VANGUARD INDEX FDS $21.11万0.12%307 307— $21.11万 新建仓
— PGIM ROCK ETF TR $21.23万0.12%6,535 6,535— $21.23万 新建仓
IGM ISHARES TR $21.24万0.12%1,299 -423-24.6% -$6.92万 重新持有
PM PHILIP MORRIS INTL INC $21.53万0.12%1,190 1,190— $21.53万 新建仓
BHB BAR HBR BANKSHARES $21.81万0.12%5,777 5,777— $21.81万 新建仓
CRWD CROWDSTRIKE HLDGS INC $21.98万0.12%288 288— $21.98万 新建仓
ARKX ARK ETF TR $22.27万0.12%6,528 6,528— $22.27万 新建仓
PNC PNC FINL SVCS GROUP INC $22.34万0.12%907 907— $22.34万 新建仓
SCHE SCHWAB STRATEGIC TR $22.34万0.12%6,161 50.1% $181 加仓
IBDR ISHARES TR $22.56万0.12%9,310 00.0% — 不变
SLYG SPDR SERIES TRUST $22.79万0.12%1,913 1,913— $22.79万 新建仓
IAU ISHARES GOLD TR $23.54万0.13%3,118 00.0% — 不变
AVGO BROADCOM INC $23.95万0.13%634 -38-5.7% -$1.44万 减仓
— ESCALADE INC $24.41万0.13%13,000 1451.1% $2,723 加仓
PSTL POSTAL REALTY TRUST INC $25.50万0.14%10,347 880.9% $2,168 加仓
MDYV SPDR SERIES TRUST $25.52万0.14%2,690 -6-0.2% -$569 减仓
TCHP T ROWE PRICE EXCHANGE-TRADED $25.88万0.14%5,167 1984.0% $9,918 加仓
PDI PIMCO DYNAMIC INCOME FD $26.31万0.14%15,757 -1,440-8.4% -$2.40万 减仓
BITB BITWISE BITCOIN ETF TR $26.45万0.14%8,301 3254.1% $1.04万 加仓
GOOG ALPHABET INC $27.18万0.15%769 -37-4.6% -$1.31万 减仓
BTC GRAYSCALE BITCOIN MINI TR ET $27.53万0.15%10,607 00.0% — 不变
— FIRST TR EXCH TRADED FD III $28.87万0.16%7,544 -286-3.7% -$1.09万 减仓
IEMG ISHARES INC $29.66万0.16%3,581 00.0% — 不变
MDLZ MONDELEZ INTL INC $30.42万0.17%5,260 5,260— $30.42万 新建仓
SONY SONY GROUP CORP $30.72万0.17%15,313 1,0197.1% $2.04万 加仓
— PGIM ROCK ETF TR $32.25万0.18%9,908 00.0% — 不变
MDT MEDTRONIC PLC $32.40万0.18%4,141 2576.6% $2.01万 加仓
AMD ADVANCED MICRO DEVICES INC $32.65万0.18%562 562— $32.65万 新建仓
MKC MCCORMICK & CO INC $32.80万0.18%6,506 1,02118.6% $5.15万 加仓
SAP SAP SE $33.18万0.18%2,153 62540.9% $9.63万 加仓
CME CME GROUP INC $34.96万0.19%1,583 463.0% $1.02万 加仓
SCHX SCHWAB STRATEGIC TR $35.72万0.20%12,138 370.3% $1,089 加仓
AWK AMERICAN WTR WKS CO INC NEW $36.67万0.20%2,787 1535.8% $2.01万 加仓
RYLD GLOBAL X FDS $36.82万0.20%23,029 -2,963-11.4% -$4.74万 减仓
NWG NATWEST GROUP PLC $36.85万0.20%20,903 1,3336.8% $2.35万 加仓
SHEL SHELL PLC $37.10万0.20%4,785 1,53447.2% $11.89万 加仓
MU MICRON TECHNOLOGY INC $37.15万0.20%322 322— $37.15万 新建仓
— GLOBAL X FDS $37.18万0.20%12,265 -1,506-10.9% -$4.56万 减仓
JNJ JOHNSON & JOHNSON $37.36万0.20%1,471 00.0% — 不变
QQQI NEOS ETF TRUST $37.56万0.21%6,614 6,614— $37.56万 新建仓
RSG REPUBLIC SVCS INC $37.84万0.21%1,776 1006.0% $2.13万 加仓
ADP AUTOMATIC DATA PROCESSING IN $38.40万0.21%1,715 16610.7% $3.72万 加仓
GEV GE VERNOVA INC $38.43万0.21%327 00.0% — 不变
O REALTY INCOME CORP $39.06万0.21%6,305 2624.3% $1.62万 加仓
CEFS EXCHANGE LISTED FDS TR $39.34万0.22%15,342 -2,100-12.0% -$5.38万 减仓
YMM FULL TRUCK ALLIANCE CO LTD $39.57万0.22%48,727 48,727— $39.57万 新建仓
ATO ATMOS ENERGY CORP $41.28万0.23%2,396 2,396— $41.28万 新建仓
TRI THOMSON REUTERS CORP $41.41万0.23%5,071 861.7% $7,024 加仓
MRK MERCK & CO INC $42.90万0.24%3,339 30.1% $385 加仓
BTI BRITISH AMERN TOB PLC $43.50万0.24%7,044 1121.6% $6,917 加仓
MCD MCDONALDS CORP $43.59万0.24%1,612 825.4% $2.22万 加仓
SCHV SCHWAB STRATEGIC TR $43.89万0.24%12,607 400.3% $1,392 加仓
AZN ASTRAZENECA PLC $44.73万0.25%2,359 2,359— $44.73万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $44.89万0.25%601 10.2% $747 加仓
VIG VANGUARD SPECIALIZED FUNDS $46.07万0.25%1,947 10.1% $237 加仓
— CIBUS INC $46.27万0.25%337,710 19,5076.1% $2.67万 加仓
GE GE AEROSPACE $46.74万0.26%1,251 -1-0.1% -$374 减仓
TSLA TESLA INC $46.92万0.26%1,115 -72-6.1% -$3.03万 减仓
WSO WATSCO INC $48.29万0.26%1,159 443.9% $1.83万 加仓
FEGE RBB FUND TRUST $49.15万0.27%10,048 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $49.89万0.27%1,702 664.0% $1.93万 加仓
SCHF SCHWAB STRATEGIC TR $49.98万0.27%18,044 740.4% $2,050 加仓
WEC WEC ENERGY GROUP INC $50.05万0.27%4,286 1092.6% $1.27万 加仓
HD HOME DEPOT INC $50.24万0.28%1,425 513.7% $1.80万 加仓
GILD GILEAD SCIENCES INC $50.62万0.28%4,007 721.8% $9,096 加仓
OKE ONEOK INC NEW $51.03万0.28%5,869 1522.7% $1.32万 加仓
NVDA NVIDIA CORPORATION $51.10万0.28%2,554 70.3% $1,401 加仓
ED CONSOLIDATED EDISON INC $54.27万0.30%4,905 180.4% $1,991 加仓
ECL ECOLAB INC $54.69万0.30%1,963 -2-0.1% -$557 减仓
QCOM QUALCOMM INC $55.46万0.30%3,001 501.7% $9,240 加仓
AMZN AMAZON COM INC $55.49万0.30%2,328 -22-0.9% -$5,243 减仓
SNA SNAP ON INC $55.97万0.31%1,391 332.4% $1.33万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $56.44万0.31%1,128 -2-0.2% -$1,001 减仓
ARES ARES MANAGEMENT CORPORATION $57.62万0.32%5,177 2,10168.3% $23.38万 加仓
ABBV ABBVIE INC $59.03万0.32%2,346 -133-5.4% -$3.35万 减仓
INTC INTEL CORP $60.29万0.33%4,318 4,318— $60.29万 新建仓
JEPQ J P MORGAN EXCHANGE TRADED F $64.99万0.36%10,574 5,827122.8% $35.81万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $68.53万0.38%1,435 151.1% $7,164 加仓
TXN TEXAS INSTRS INC $69.87万0.38%2,344 10.0% $298 加仓