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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 3
增持 125
减持 21
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$267.7M
1,126,145
+125%
增持
GOOGL
ALPHABET INC
+$265.9M
3,504,667
+3%
增持
GOOG
ALPHABET INC
+$264.1M
3,360,889
+4%
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。
增持
AAPL
APPLE INC
+$256.6M
9,198,231
+5%
增持
TJX
TJX COS INC NEW
+$250.4M
3,013,077
+105%
增持
VOO
VANGUARD INDEX FDS
+$243.7M
4,684,615
+6%
增持
LLY
ELI LILLY & CO
+$235.6M
708,180
+3%
增持
SGOV
ISHARES TR
+$208.3M
3,943,067
+112%
增持
IVV
ISHARES TR
+$199.0M
2,547,714
+10%
增持
NVDA
NVIDIA CORPORATION
+$172.5M
12,660,430
+8%
增持
IDEV
ISHARES TR
+$144.8M
3,476,958
+96%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$136.8M
411,042
+97%
增持
SPY
SPDR S&P 500 ETF TR
+$111.2M
2,308,649
+6%
增持
AMZN
AMAZON COM INC
+$109.0M
4,761,360
+6%
增持
AGG
ISHARES TR
+$94.3M
7,991,803
+14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$89.3M
19,343,762
+4%
增持
IWF
ISHARES TR
+$82.4M
964,215
+21%
增持
AVGO
BROADCOM INC
+$79.7M
2,968,332
+3%
增持
ORCL
ORACLE CORP
-$69.0M
1,183,991
+11%
增持
VTI
VANGUARD INDEX FDS
+$67.5M
1,876,008
+10%
减持
PG
PROCTER AND GAMBLE CO
-$67.5M
6,117,187
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$67.1M
798,927
+370%
增持
VTV
VANGUARD INDEX FDS
+$65.0M
1,333,021
+31%
增持
TXN
TEXAS INSTRS INC
+$63.3M
758,635
+104%
增持
PM
PHILIP MORRIS INTL INC
+$58.2M
711,035
+106%
增持
MSFT
MICROSOFT CORP
-$57.9M
3,803,858
+4%
增持
PCG
PG&E CORP
+$56.2M
5,405,573
+166%
增持
IWD
ISHARES TR
+$51.4M
452,281
+111%
减持
FISV
FISERV INC
-$51.0M
187,516
-62%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$50.6M
4,830,914
+22%
增持
VO
VANGUARD INDEX FDS
+$47.9M
1,117,113
+18%
减持
HD
HOME DEPOT INC
-$46.8M
761,790
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$45.8M
449,781
+88%
增持
CPB
THE CAMPBELLS COMPANY
+$45.5M
2,680,839
+190%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$44.8M
1,154,677
-27%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$44.2M
857,698
+28%
增持
JNJ
JOHNSON & JOHNSON
+$43.4M
1,806,885
+1%
增持
IEMG
ISHARES INC
+$43.2M
5,286,074
+12%
增持
WMT
WALMART INC
+$43.0M
3,171,875
+5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$42.9M
1,963,478
+12%
增持
AMD
ADVANCED MICRO DEVICES INC
+$42.1M
676,784
+7%
减持
—
LINDE PLC
-$42.0M
130,185
-37%
增持
NFLX
NETFLIX INC
-$41.7M
1,388,026
+863%
增持
ZM
ZOOM COMMUNICATIONS INC
+$41.7M
704,183
+204%
减持
IJR
ISHARES TR
-$41.5M
3,658,671
-10%
建仓
UL
UNILEVER PLC
+$40.9M
625,723
增持
TER
TERADYNE INC
+$40.8M
459,052
+32%
增持
JPM
JPMORGAN CHASE & CO.
+$40.7M
2,050,821
+4%
清仓
—
UNILEVER PLC
-$40.2M
0
-100%
增持
IAU
ISHARES GOLD TR
+$38.7M
3,282,216
+5%
增持
CI
THE CIGNA GROUP
+$38.3M
234,668
+158%
增持
XLV
SELECT SECTOR SPDR TR
+$38.2M
304,466
+373%
增持
XLF
SELECT SECTOR SPDR TR
+$38.1M
1,035,999
+199%
增持
MRK
MERCK & CO INC
+$37.5M
1,719,450
+1%
减持
CORT
CORCEPT THERAPEUTICS INC
-$36.7M
755,295
-0%
增持
PFE
PFIZER INC
+$35.1M
3,187,455
+83%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$34.0M
1,417,346
+50%
增持
IGSB
ISHARES TR
+$33.4M
882,955
+253%
增持
VB
VANGUARD INDEX FDS
+$33.4M
770,780
+18%
减持
ITW
ILLINOIS TOOL WKS INC
-$33.2M
841,877
-9%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$33.0M
624,222
增持
RTX
RTX CORPORATION
+$32.8M
1,207,620
+7%
增持
CAT
CATERPILLAR INC
+$32.1M
270,926
+5%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$31.2M
3,124,733
+12%
减持
SCHD
SCHWAB STRATEGIC TR
-$31.2M
5,432,741
-18%
增持
VYM
VANGUARD WHITEHALL FDS
+$30.4M
761,565
+36%
增持
PSX
PHILLIPS 66
+$30.3M
356,866
+208%
增持
—
CHUBB LIMITED
+$30.3M
410,448
+18%
增持
BSV
VANGUARD BD INDEX FDS
+$30.2M
3,293,170
+13%
增持
SPDW
SPDR INDEX SHS FDS
+$30.2M
1,234,103
+114%
增持
VV
VANGUARD INDEX FDS
+$29.9M
208,500
+80%
增持
TEAM
ATLASSIAN CORPORATION
+$29.6M
229,977
+379%
增持
—
STERIS PLC
+$29.3M
209,923
+117%
增持
IVW
ISHARES TR
+$29.2M
517,762
+80%
建仓
FIG
FIGMA INC
+$29.0M
774,981
增持
GPIX
GOLDMAN SACHS ETF TR
+$28.5M
545,924
+7736%
减持
MRSH
MARSH & MCLENNAN COS INC
-$28.2M
179,904
-41%
增持
MU
MICRON TECHNOLOGY INC
+$27.9M
220,275
+5%
增持
TDW
TIDEWATER INC NEW
+$27.9M
1,142,935
+104%
增持
—
EXXON MOBIL CORP
+$26.6M
2,094,143
+5%
增持
AVLV
AMERICAN CENTY ETF TR
+$26.1M
2,511,491
+11%
增持
IGIB
ISHARES TR
+$26.1M
517,315
+1452%
减持
HOOD
ROBINHOOD MKTS INC
-$25.9M
687,721
-5%
增持
CSCO
CISCO SYS INC
+$25.5M
2,566,130
+2%
增持
MAGS
LISTED FDS TR
+$25.3M
391,952
+4174%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$25.2M
846,935
+166%
增持
KLAC
KLA CORP
+$25.1M
101,859
+11%
增持
CNC
CENTENE CORP DEL
+$24.9M
955,876
+137%
增持
SQ
BLOCK INC
+$24.6M
406,332
+1508%
增持
ISRG
INTUITIVE SURGICAL INC
+$24.4M
172,941
+5%
增持
TXT
TEXTRON INC
+$24.1M
370,160
+284%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$24.0M
4,222,061
+11%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$23.8M
829,764
+29%
增持
COST
COSTCO WHSL CORP NEW
-$23.6M
405,773
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$23.5M
492,190
+20%
增持
BAC
BANK AMERICA CORP
+$23.4M
4,269,266
+4%
减持
CACC
CREDIT ACCEP CORP MICH
-$23.0M
786,833
-1%
增持
XLY
SELECT SECTOR SPDR TR
+$22.9M
231,744
+1057%
增持
QQQ
INVESCO QQQ TR
+$22.8M
751,154
+3%
增持
SBUX
STARBUCKS CORP
+$22.8M
538,001
+102%
增持
LRCX
LAM RESEARCH CORP
+$22.3M
534,938
+3%
增持
OAKM
HARRIS OAKMARK ETF TRUST
+$22.0M
2,119,609
+49%
增持
C
CITIGROUP INC
+$21.4M
1,079,242
+5%
增持
GLD
SPDR GOLD TR
+$21.4M
438,250
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$21.3M
2,886,258
+7%
增持
TMUS
T-MOBILE US INC
+$21.2M
255,339
+100%
增持
PWR
QUANTA SVCS INC
+$21.0M
190,143
+33%
减持
URI
UNITED RENTALS INC
-$21.0M
125,433
-2%
增持
SCHP
SCHWAB STRATEGIC TR
+$21.0M
9,291,730
+11%
增持
VXF
VANGUARD INDEX FDS
+$20.6M
811,830
+14%
减持
QUAL
ISHARES TR
-$20.3M
3,527,690
-5%
增持
GS
GOLDMAN SACHS GROUP INC
+$20.2M
186,287
+3%
增持
IVE
ISHARES TR
+$19.7M
193,628
+87%
增持
XLC
SELECT SECTOR SPDR TR
+$19.6M
194,307
+604%
增持
WRB
BERKLEY W R CORP
+$19.4M
747,731
+74%
增持
POCT
INNOVATOR ETFS TRUST
+$19.4M
1,577,949
+36%
增持
GE
GE AEROSPACE
+$19.0M
481,946
+12%
增持
ETHA
ISHARES ETHEREUM TR
+$18.9M
2,259,563
+124%
增持
XLI
SELECT SECTOR SPDR TR
+$18.6M
245,002
+95%
增持
EIX
EDISON INTL
+$18.5M
746,817
+57%
增持
V
VISA INC
+$18.4M
1,133,134
+2%
减持
VEEV
VEEVA SYS INC
-$18.1M
95,733
-28%
减持
NOBL
PROSHARES TR
-$18.1M
137,829
-56%
增持
UPS
UNITED PARCEL SERVICE INC
+$17.6M
521,361
+28%
减持
AMGN
AMGEN INC
+$17.4M
411,873
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$17.3M
3,077,484
+4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$17.2M
261,553
+1%
增持
IQLT
ISHARES TR
+$17.0M
4,835,530
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$16.9M
3,599,061
+10%
增持
DHR
DANAHER CORPORATION
+$16.9M
361,550
+9%
减持
ZTS
ZOETIS INC
-$16.8M
298,178
-20%
增持
SNPS
SYNOPSYS INC
+$16.2M
103,629
+57%
减持
CVX
CHEVRON CORP NEW
-$16.1M
1,204,393
-6%
减持
SCHO
SCHWAB STRATEGIC TR
-$16.1M
2,110,710
-24%
增持
MEDP
MEDPACE HLDGS INC
+$15.9M
80,973
+41%
增持
BIV
VANGUARD BD INDEX FDS
+$15.6M
1,112,851
+22%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$15.6M
469,991
+136%
增持
DFLV
DIMENSIONAL ETF TRUST
+$15.5M
1,760,605
+29%
增持
—
ASML HOLDING N V
+$15.2M
91,185
+7%
减持
DSTL
ETF SER SOLUTIONS
-$15.1M
317,955
-46%
增持
DFSV
DIMENSIONAL ETF TRUST
+$15.1M
3,806,878
+10%
增持
REGN
REGENERON PHARMACEUTICALS
+$14.9M
34,227
+67%
增持
TXRH
TEXAS ROADHOUSE INC
+$14.8M
163,359
+121%
增持
LSGR
NATIXIS ETF TRUST II
+$14.7M
859,097
+61%
增持
ROP
ROPER TECHNOLOGIES INC
+$14.7M
130,961
+50%
增持
BA
BOEING CO
+$14.6M
213,976
+45%
增持
LVS
LAS VEGAS SANDS CORP
+$14.6M
261,505
+483%
增持
MUB
ISHARES TR
+$14.6M
999,229
+15%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$14.5M
1,742,393
+12%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$14.5M
218,725
+382%