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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
$34.82B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 10
增持 44
减持 75
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$137.3M
1,403,041
-19%
增持
DFAC
DIMENSIONAL ETF TRUST
+$75.7M
3,551,881
+2425%
清仓
QQQ
INVESCO QQQ TR
-$68.7M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
DFUV
DIMENSIONAL ETF TRUST
+$64.5M
2,177,857
减持
IGM
ISHARES TR
-$49.4M
32,198
-84%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$45.9M
1,780,516
清仓
SCHM
SCHWAB STRATEGIC TR
-$43.9M
0
-100%
清仓
VIOO
VANGUARD ADMIRAL FDS INC
-$38.6M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$33.5M
515,121
+922%
减持
SPY
SPDR S&P 500 ETF TR
-$30.9M
1,470,345
-0%
减持
XLF
SELECT SECTOR SPDR TR
-$29.6M
300,685
-76%
减持
GDS
GDS HLDGS LTD
-$29.4M
1,867,797
-0%
减持
NOBL
PROSHARES TR
-$29.3M
14,478
-96%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$26.7M
7,397,590
+2%
清仓
IEF
ISHARES TR
-$24.8M
0
-100%
建仓
—
SEMLER SCIENTIFIC INC
+$22.9M
609,143
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$20.6M
213,129
-55%
增持
MSFT
MICROSOFT CORP
-$19.5M
878,926
+1%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$16.9M
0
-100%
增持
GOOGL
ALPHABET INC
-$15.2M
819,614
+1807%
增持
IVV
ISHARES TR
-$14.4M
811,179
+1%
减持
EZU
ISHARES INC
-$13.0M
7,720
-98%
清仓
XPND
FIRST TR EXCHNG TRADED FD VI
-$12.6M
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$11.9M
518,850
-25%
减持
STIP
ISHARES TR
-$11.8M
4,724
-96%
增持
SCHP
SCHWAB STRATEGIC TR
+$11.6M
606,913
+71%
增持
—
EXXON MOBIL CORP
+$11.4M
466,257
+36%
减持
SCHB
SCHWAB STRATEGIC TR
-$11.1M
119,682
-67%
增持
IEFA
ISHARES TR
+$11.0M
5,235,532
+16%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$10.9M
1,035,906
-11%
减持
TIP
ISHARES TR
-$10.4M
138,716
-37%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$10.3M
105,429
-2%
增持
VXF
VANGUARD INDEX FDS
+$9.9M
201,235
+68%
减持
NVDA
NVIDIA CORPORATION
-$9.7M
167,868
-16%
清仓
TRV
TRAVELERS COMPANIES INC
-$9.1M
0
-100%
增持
AAPL
APPLE INC
+$8.6M
2,701,011
+1%
增持
TSLA
TESLA INC
+$7.8M
148,970
+215%
增持
GOOG
ALPHABET INC
-$7.7M
627,174
+1915%
增持
NTRS
NORTHERN TR CORP
-$7.3M
696,513
+0%
增持
IXUS
ISHARES TR
+$7.2M
154,520
+1280%
减持
JNJ
JOHNSON & JOHNSON
-$7.1M
501,108
-0%
减持
INTC
INTEL CORP
-$7.1M
443,914
-10%
减持
JPM
JPMORGAN CHASE & CO
-$6.9M
717,073
-1%
增持
IQV
IQVIA HLDGS INC
+$6.9M
62,994
+200%
增持
META
META PLATFORMS INC
-$6.8M
273,130
+0%
减持
VXUS
VANGUARD STAR FDS
-$6.7M
46,117
-73%
增持
PFF
ISHARES TR
+$6.7M
341,277
+171%
减持
ABBV
ABBVIE INC
-$6.4M
222,958
-6%
清仓
—
JACOBS ENGR GROUP INC
-$6.3M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$6.3M
408,669
-5%
减持
BND
VANGUARD BD INDEX FDS
-$6.2M
7,519
-92%
增持
EFA
ISHARES TR
-$6.1M
1,065,116
+1%
减持
PG
PROCTER AND GAMBLE CO
-$6.0M
329,060
-0%
清仓
FTNT
FORTINET INC
-$5.5M
0
-100%
增持
CVS
CVS HEALTH CORP
+$5.4M
803,077
+5%
减持
SPGI
S&P GLOBAL INC
-$5.2M
42,747
-21%
减持
VTV
VANGUARD INDEX FDS
-$5.1M
409,781
-3%
减持
IAU
ISHARES GOLD TR
-$5.0M
1,678,892
-1%
减持
ICSH
ISHARES TR
-$4.9M
8,732
-92%
减持
FNDA
SCHWAB STRATEGIC TR
-$4.7M
12,954
-89%
减持
SCHE
SCHWAB STRATEGIC TR
-$4.6M
410,377
-25%
减持
MA
MASTERCARD INCORPORATED
-$4.5M
130,747
-1%
减持
AMZN
AMAZON COM INC
+$4.5M
769,391
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.4M
160,330
-8%
减持
PFE
PFIZER INC
-$4.4M
486,095
-1%
建仓
DISV
DIMENSIONAL ETF TRUST
+$4.3M
233,409
建仓
J
JACOBS SOLUTIONS INC
+$4.3M
39,617
减持
DEED
FIRST TR EXCHNG TRADED FD VI
-$4.3M
760,557
-16%
减持
ITW
ILLINOIS TOOL WKS INC
-$4.3M
986,191
-1%
减持
EMN
EASTMAN CHEM CO
-$4.1M
187,921
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$4.1M
172,448
-12%
减持
QCOM
QUALCOMM INC
-$4.0M
197,465
-5%
增持
SCHW
SCHWAB CHARLES CORP
+$4.0M
351,925
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.9M
118,316
-5%
减持
NEE
NEXTERA ENERGY INC
-$3.9M
236,144
-18%
建仓
SHEL
SHELL PLC
+$3.9M
78,688
增持
NIO
NIO INC
+$3.9M
266,132
+1706%
减持
GLD
SPDR GOLD TR
-$3.9M
264,022
-1%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
-$3.8M
14,414
-85%
减持
SPSB
SPDR SER TR
-$3.8M
329,721
-27%
增持
IWB
ISHARES TR
-$3.8M
662,466
+2%
减持
IJR
ISHARES TR
-$3.8M
674,552
-0%
减持
D
DOMINION ENERGY INC
-$3.8M
118,458
-21%
增持
ALB
ALBEMARLE CORP
+$3.7M
16,829
+378%
增持
UPS
UNITED PARCEL SERVICE INC
-$3.7M
180,789
+0%
减持
PRU
PRUDENTIAL FINL INC
-$3.6M
134,713
-15%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.6M
89,920
-1%
减持
ESGV
VANGUARD WORLD FD
-$3.5M
41,320
-55%
增持
SUB
ISHARES TR
+$3.5M
117,520
+43%
增持
DE
DEERE & CO
+$3.5M
55,203
+10%
增持
DGS
WISDOMTREE TR
-$3.5M
733,097
+0%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$3.4M
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.4M
562,224
+22%
增持
COP
CONOCOPHILLIPS
+$3.3M
56,730
+106%
减持
TOTL
SSGA ACTIVE ETF TR
-$3.3M
21,054
-78%
清仓
—
BROOKFIELD INFRAST PARTNERS
-$3.1M
0
-100%
清仓
—
GSK PLC
-$3.1M
0
-100%
清仓
RS
RELIANCE STEEL & ALUMINUM CO
-$3.0M
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
-$2.9M
95,245
+2%
减持
—
STERIS PLC
-$2.9M
71,611
-0%
建仓
—
CVENT HOLDING CORP
+$2.9M
545,017
增持
V
VISA INC
-$2.7M
206,522
+3%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.7M
103,895
-35%
增持
VNQ
VANGUARD INDEX FDS
-$2.7M
251,192
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.7M
530,818
+1%
减持
ACWX
ISHARES TR
-$2.7M
398,763
-4%
清仓
EFAX
SPDR INDEX SHS FDS
-$2.7M
0
-100%
清仓
TGT
TARGET CORP
-$2.6M
0
-100%
清仓
—
TOTALENERGIES SE
-$2.6M
0
-100%
清仓
—
PLANTRONICS INC NEW
-$2.5M
0
-100%
减持
IJJ
ISHARES TR
-$2.5M
459,608
-1%
清仓
COR
AMERISOURCEBERGEN CORP
-$2.4M
0
-100%
减持
HYG
ISHARES TR
-$2.4M
202,453
-12%
增持
NFLX
NETFLIX INC
+$2.4M
18,549
+64%
增持
PYPL
PAYPAL HLDGS INC
+$2.4M
106,843
+9%
增持
SCHH
SCHWAB STRATEGIC TR
+$2.3M
694,808
+37%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$2.3M
125,256
减持
EMR
EMERSON ELEC CO
-$2.3M
300,324
-2%
增持
IEMG
ISHARES INC
-$2.3M
2,060,070
+11%
减持
SNY
SANOFI
-$2.3M
16,283
-72%
增持
VGT
VANGUARD WORLD FDS
-$2.3M
219,462
+3%
减持
AMLP
ALPS ETF TR
-$2.3M
21,255
-76%
清仓
—
BERRY GLOBAL GROUP INC
-$2.3M
0
-100%
建仓
PR
PERMIAN RESOURCES CORP
+$2.2M
329,065
减持
VGM
INVESCO TR INVT GRADE MUNS
-$2.2M
42,000
-83%
减持
KO
COCA COLA CO
-$2.2M
262,277
-2%
减持
TJX
TJX COS INC NEW
+$2.2M
388,329
-1%
减持
VTHR
VANGUARD SCOTTSDALE FDS
-$2.2M
96,858
-8%
增持
AGG
ISHARES TR
+$2.2M
377,472
+12%
减持
IVW
ISHARES TR
-$2.2M
172,301
-14%
减持
ABT
ABBOTT LABS
-$2.1M
174,355
-0%
减持
T
AT&T INC
-$2.1M
271,587
-9%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$2.1M
321,854
-11%
增持
NKE
NIKE INC
-$2.1M
113,050
+0%
增持
ACWI
ISHARES TR
+$2.1M
216,109
+23%
减持
NSC
NORFOLK SOUTHN CORP
-$2.1M
107,954
-1%
减持
CNP
CENTERPOINT ENERGY INC
-$2.0M
30,091
-69%
建仓
CEG
CONSTELLATION ENERGY CORP
+$2.0M
24,467
清仓
—
CENTENNIAL RESOURCE DEV INC
-$2.0M
0
-100%
减持
DSI
ISHARES TR
-$2.0M
290,058
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.0M
288,067
-1%
增持
LULU
LULULEMON ATHLETICA INC
+$2.0M
8,988
+380%
减持
—
BROADMARK RLTY CAP INC
-$2.0M
986,863
-6%
减持
CRL
CHARLES RIV LABS INTL INC
-$2.0M
1,979
-82%
减持
WY
WEYERHAEUSER CO MTN BE
-$2.0M
19,077
-75%
清仓
—
GTY TECHNOLOGY HOLDINGS INC
-$2.0M
0
-100%
增持
VONE
VANGUARD SCOTTSDALE FDS
-$2.0M
311,750
+1%
减持
IJS
ISHARES TR
-$1.9M
142,260
-7%
减持
MPT
MEDICAL PPTYS TRUST INC
-$1.9M
10,800
-92%
减持
BHP
BHP GROUP LTD
-$1.9M
11,844
-74%