小隐寺数据中心API 小隐寺主站

Cerity Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Cerity Partners LLC

报告期 2026-03-31 · CIK 0001566475

持仓数

3,237

前50大市值合计

$34.82B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$3.07B

5,140,749

8.8%

AAPL APPLE INC

COM

$2.38B

9,372,275

6.8%

NVDA NVIDIA CORPORATION

COM

$2.27B

13,024,694

6.5%

IVV ISHARES TR

CORE S&P500 ETF

$1.74B

2,661,628

5.0%

MSFT MICROSOFT CORP

COM

$1.52B

4,102,747

4.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.40B

2,150,070

4.0%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$1.31B

20,422,031

3.8%

AMZN AMAZON COM INC

COM

$1.03B

4,957,259

3.0%

IEFA ISHARES TR

CORE MSCI EAFE

$1.03B

11,358,893

3.0%

GOOGL ALPHABET INC

CAP STK CL A

$1.02B

3,536,727

2.9%

GOOG ALPHABET INC

CAP STK CL C

$974.0M

3,395,333

2.8%

AVGO BROADCOM INC

COM

$933.7M

3,016,504

2.7%

PG PROCTER & GAMBLE CO

COM

$895.4M

6,199,146

2.6%

AGG ISHARES TR

CORE US AGGBD ET

$883.8M

8,902,771

2.5%

QUAL ISHARES TR

MSCI USA QLT FCT

$767.3M

4,000,492

2.2%

META META PLATFORMS INC

CL A

$688.0M

1,202,181

2.0%

LLY ELI LILLY & CO

COM

$673.8M

732,549

1.9%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$637.0M

1,984,206

1.8%

JPM JPMORGAN CHASE & CO

COM

$616.2M

2,094,775

1.8%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$491.9M

19,184,892

1.4%

IWF ISHARES TR

RUS 1000 GRW ETF

$485.8M

1,139,188

1.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$458.0M

793,351

1.3%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$457.0M

2,381,435

1.3%

IDEV ISHARES TR

CORE MSCI INTL

$456.2M

5,458,824

1.3%

JNJ JOHNSON & JOHNSON

COM

$451.4M

1,846,524

1.3%

IJR ISHARES TR

CORE S&P SCP ETF

$444.5M

3,575,908

1.3%

IEMG ISHARES INC

CORE MSCI EMKT

$438.0M

6,279,041

1.3%

COST COSTCO WHOLESALE CORPORATION

COM

$432.1M

433,645

1.2%

WMT WALMART INC

COM

$389.7M

3,135,477

1.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$387.5M

808,578

1.1%

VO VANGUARD INDEX FDS

MID CAP ETF

$383.5M

1,332,009

1.1%

IJH ISHARES TR

CORE S&P MCP ETF

$382.8M

5,668,264

1.1%

— EXXON MOBIL CORP

COM

$371.7M

2,191,719

1.1%

SGOV ISHARES TR

0-3 MNTH TREASRY

$358.9M

3,565,410

1.0%

V VISA INC

COM CL A

$346.6M

1,146,777

1.0%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$325.4M

12,700,878

0.9%

VTV VANGUARD INDEX FDS

VALUE ETF

$318.9M

1,623,206

0.9%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$308.3M

5,265,965

0.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$305.4M

696,274

0.9%

IWB ISHARES TR

RUS 1000 ETF

$285.3M

800,125

0.8%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$284.8M

4,783,237

0.8%

MTUM ISHARES TR

MSCI USA MMENTM

$283.9M

1,183,078

0.8%

IAU ISHARES GOLD TR

ISHARES NEW

$278.5M

3,158,609

0.8%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$271.6M

3,370,456

0.8%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$269.2M

3,584,206

0.8%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$266.7M

3,401,273

0.8%

ITOT ISHARES TR

CORE S&P TTL STK

$265.6M

1,864,476

0.8%

ABBV ABBVIE INC

COM

$264.3M

1,215,422

0.8%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$262.5M

5,186,873

0.8%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$260.7M

9,796,222

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

VOO8.8%AAPL6.8%NVDA6.5%IVV5.0%MSFT4.4%SPY4.0%