Cerity Partners Retirement Plan Advisors LLC
NEW YORK NY · SEC CIK 0002128338
$2.39亿2026Q2 申报市值
34持仓数
91.5%前十大占比 · 第一大 27.4%
18 / 15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
IEMG 新建仓+$2,201.25万
VWO 加仓+$1,247.24万
GOVT 新建仓+$707.59万
AGG 新建仓+$345.92万
SPYG 新建仓+$335.21万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$803.87万
VTI 减仓-$495.50万
IJH 清仓-$265.92万
IJR 清仓-$253.69万
BSV 清仓-$248.74万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $0 | 0.00% | 0 | -40,542 | -100.0% | -$265.92万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -20,408 | -100.0% | -$253.69万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -31,768 | -100.0% | -$248.74万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -26,374 | -100.0% | -$201.87万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -17,550 | -100.0% | -$153.55万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -5,466 | -100.0% | -$143.17万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -18,596 | -100.0% | -$133.51万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -26,210 | -100.0% | -$125.26万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -15,836 | -100.0% | -$121.81万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -8,513 | -100.0% | -$118.18万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -15,727 | -100.0% | -$107.76万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -4,284 | -100.0% | -$63.45万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,992 | -100.0% | -$43.28万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,348 | -100.0% | -$42.78万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -764 | -100.0% | -$23.09万 | 清仓 |
| DFAE | DIMENSIONAL ETF TRUST | $21.22万 | 0.09% | 5,278 | 5,278 | — | $21.22万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $21.67万 | 0.09% | 2,246 | 2,246 | — | $21.67万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $27.67万 | 0.12% | 7,134 | 7,134 | — | $27.67万 | 新建仓 |
| USVM | VICTORY PORTFOLIOS II | $28.49万 | 0.12% | 2,594 | 2,594 | — | $28.49万 | 新建仓 |
| LQD | ISHARES TR | $28.77万 | 0.12% | 2,624 | 492 | 23.1% | $5.39万 | 加仓 |
| HYG | ISHARES TR | $39.02万 | 0.16% | 4,877 | 803 | 19.7% | $6.42万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $39.33万 | 0.16% | 9,732 | 9,732 | — | $39.33万 | 新建仓 |
| IQLT | ISHARES TR | $40.14万 | 0.17% | 8,100 | 8,100 | — | $40.14万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $41.89万 | 0.18% | 4,593 | 4,593 | — | $41.89万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $44.57万 | 0.19% | 15,243 | 15,243 | — | $44.57万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $49.71万 | 0.21% | 5,425 | 5,425 | — | $49.71万 | 新建仓 |
| JSTC | TIDAL TRUST I | $55.42万 | 0.23% | 24,224 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $58.70万 | 0.25% | 8,469 | 1,040 | 14.0% | $7.21万 | 加仓 |
| MTUM | ISHARES TR | $60.16万 | 0.25% | 1,755 | 1,755 | — | $60.16万 | 新建仓 |
| IEI | ISHARES TR | $72.23万 | 0.30% | 6,150 | 1,015 | 19.8% | $11.92万 | 加仓 |
| NUEM | NUSHARES ETF TR | $81.64万 | 0.34% | 19,239 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $82.29万 | 0.34% | 32,245 | 32,245 | — | $82.29万 | 新建仓 |
| QUAL | ISHARES TR | $88.41万 | 0.37% | 4,029 | 4,029 | — | $88.41万 | 新建仓 |
| IJK | ISHARES TR | $94.97万 | 0.40% | 8,083 | 703 | 9.5% | $8.26万 | 加仓 |
| IDEV | ISHARES TR | $157.53万 | 0.66% | 17,698 | 17,698 | — | $157.53万 | 新建仓 |
| IVV | ISHARES TR | $170.10万 | 0.71% | 2,271 | 2,271 | — | $170.10万 | 新建仓 |
| AOA | ISHARES TR | $170.79万 | 0.71% | 17,546 | 2,042 | 13.2% | $19.88万 | 加仓 |
| NUDM | NUSHARES ETF TR | $214.26万 | 0.90% | 53,941 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $335.03万 | 1.40% | 82,743 | 12,538 | 17.9% | $50.77万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $335.21万 | 1.40% | 28,172 | 28,172 | — | $335.21万 | 新建仓 |
| AGG | ISHARES TR | $345.92万 | 1.45% | 34,949 | 34,949 | — | $345.92万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $449.00万 | 1.88% | 6,595 | 21 | 0.3% | $1.43万 | 加仓 |
| GOVT | ISHARES TR | $707.59万 | 2.96% | 309,532 | 309,532 | — | $707.59万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,341.84万 | 5.61% | 189,205 | -7,351 | -3.7% | -$52.13万 | 减仓 |
| IEMG | ISHARES INC | $2,201.25万 | 9.20% | 265,723 | 265,723 | — | $2,201.25万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,412.72万 | 10.08% | 407,830 | 210,825 | 107.0% | $1,247.24万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,655.00万 | 11.09% | 360,195 | -109,059 | -23.2% | -$803.87万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,894.81万 | 20.45% | 133,330 | -13,497 | -9.2% | -$495.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,569.62万 | 27.45% | 88,678 | -390 | -0.4% | -$28.89万 | 减仓 |