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 |
|---|---|---|---|---|---|---|---|---|
| SONY | SONY GROUP CORP | $29.59万 | 0.19% | 14,294 | 894 | 6.7% | $1.85万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $29.42万 | 0.19% | 17,197 | -276 | -1.6% | -$4,722 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $29.36万 | 0.19% | 7,976 | -33 | -0.4% | -$1,215 | 减仓 |
| NWG | NATWEST GROUP PLC | $29.16万 | 0.19% | 19,570 | 19,570 | — | $29.16万 | 新建仓 |
| GEV | GE VERNOVA INC | $28.55万 | 0.18% | 327 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $28.51万 | 0.18% | 494 | -13 | -2.6% | -$7,503 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $28.32万 | 0.18% | 7,830 | -416 | -5.0% | -$1.50万 | 减仓 |
| MKC | MCCORMICK & CO INC | $27.67万 | 0.18% | 5,485 | 332 | 6.4% | $1.67万 | 加仓 |
| RELX | RELX PLC | $27.53万 | 0.18% | 8,305 | 647 | 8.4% | $2.14万 | 加仓 |
| IAU | ISHARES GOLD TR | $27.49万 | 0.18% | 3,118 | 346 | 12.5% | $3.05万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $27.28万 | 0.17% | 1,376 | 86 | 6.7% | $1.71万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.36万 | 0.17% | 4,747 | 4,747 | — | $26.36万 | 新建仓 |
| SAP | SAP SE | $26.16万 | 0.17% | 1,528 | 113 | 8.0% | $1.93万 | 加仓 |
| IEMG | ISHARES INC | $24.98万 | 0.16% | 3,581 | 3,581 | — | $24.98万 | 新建仓 |
| ARKK | ARK ETF TR | $24.60万 | 0.16% | 3,639 | -7 | -0.2% | -$473 | 减仓 |
| GOOG | ALPHABET INC | $23.13万 | 0.15% | 806 | -113 | -12.3% | -$3.24万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $22.96万 | 0.15% | 2,696 | -201 | -6.9% | -$1.71万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $22.84万 | 0.15% | 818 | -5 | -0.6% | -$1,396 | 减仓 |
| IBDR | ISHARES TR | $22.57万 | 0.14% | 9,310 | 0 | 0.0% | — | 不变 |
| — | ESCALADE INC | $22.07万 | 0.14% | 12,855 | 504 | 4.1% | $8,654 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $21.95万 | 0.14% | 4,969 | -1,289 | -20.6% | -$5.69万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $20.95万 | 0.13% | 1,200 | -4 | -0.3% | -$698 | 减仓 |
| AVGO | BROADCOM INC | $20.79万 | 0.13% | 672 | -55 | -7.6% | -$1.70万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $20.29万 | 0.13% | 6,156 | -913 | -12.9% | -$3.01万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $20.09万 | 0.13% | 11,667 | -371 | -3.1% | -$6,389 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $19.04万 | 0.12% | 10,259 | 10,259 | — | $19.04万 | 新建仓 |
| YYY | AMPLIFY ETF TR | $15.43万 | 0.10% | 13,988 | 0 | 0.0% | — | 不变 |
| — | SUPERIOR GROUP OF CO INC | $12.09万 | 0.08% | 11,895 | 998 | 9.2% | $1.01万 | 加仓 |
| — | RESOURCES CONNECTION INC | $7.44万 | 0.05% | 19,938 | 2,649 | 15.3% | $9,881 | 加仓 |
| — | SRX HEALTH SOLUTIONS INC. | $2,760 | 0.00% | 21,398 | 0 | 0.0% | — | 不变 |
| 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 |