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CERTIOR FINANCIAL GROUP, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CERTIOR FINANCIAL GROUP, LLC
报告期 2026-03-31 · CIK 0002055620
持仓数
130
前50大市值合计
$128.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 124 项
建仓 9
增持 66
减持 35
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$2.8M
262,681
+59%
建仓
IVVB
BLACKROCK ETF TRUST II
+$2.5M
85,012
增持
TIP
ISHARES TR
+$2.3M
38,575
+109%
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。
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.3M
1,645
-88%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.8M
301,457
+45%
建仓
BENJ
HORIZON FDS
+$1.6M
31,547
清仓
INDA
ISHARES TR
-$1.5M
0
-100%
增持
TCAF
T ROWE PRICE ETF INC
+$1.4M
197,571
+32%
清仓
SHLD
GLOBAL X FDS
-$1.4M
0
-100%
减持
BIL
SPDR SER TR
-$1.3M
45,130
-25%
清仓
SGOV
ISHARES TR
-$1.3M
0
-100%
清仓
QUAL
ISHARES TR
-$1.2M
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$990.9K
131,948
+62%
增持
VXUS
VANGUARD STAR FDS
+$947.2K
37,430
+60%
清仓
USDU
WISDOMTREE TR
-$839.0K
0
-100%
建仓
SPEM
SPDR INDEX SHS FDS
+$821.0K
20,854
增持
MUNI
PIMCO ETF TR
+$615.5K
37,106
+48%
增持
VTEB
VANGUARD MUN BD FDS
+$613.8K
38,674
+49%
建仓
CMDT
PIMCO ETF TR
+$611.0K
22,824
增持
BSV
VANGUARD BD INDEX FDS
+$603.6K
24,949
+43%
建仓
RBIL
RBB FD INC
+$595.9K
11,823
减持
AAPL
APPLE INC
-$563.6K
14,026
-5%
建仓
HBTA
HORIZON FDS
+$556.5K
25,650
增持
VEA
VANGUARD TAX-MANAGED FDS
+$537.0K
28,513
+49%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$496.3K
30,591
+52%
增持
TSLA
TESLA INC
-$469.1K
3,474
+0%
增持
VGT
VANGUARD WORLD FD
+$417.0K
4,654
+37%
增持
SUB
ISHARES TR
+$405.7K
12,138
+46%
减持
FSK
FS KKR CAP CORP
-$402.9K
195,373
-6%
增持
HYD
VANECK ETF TRUST
+$398.5K
24,902
+48%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$392.6K
43,760
-0%
清仓
HUSV
FIRST TR EXCH TRADED FD III
-$355.6K
0
-100%
减持
IVV
ISHARES TR
-$343.8K
9,442
-2%
减持
GLDM
WORLD GOLD TR
+$336.4K
47,460
-5%
清仓
SLYV
SPDR SER TR
-$301.6K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$276.6K
0
-100%
清仓
MDYG
SPDR SER TR
-$275.5K
0
-100%
建仓
PRU
PRUDENTIAL FINL INC
+$269.1K
2,409
增持
SCHI
SCHWAB STRATEGIC TR
+$266.1K
63,910
+21%
清仓
LQD
ISHARES TR
-$265.7K
0
-100%
减持
SAP
SAP SE
-$258.7K
1,266
-48%
清仓
HDMV
FIRST TR EXCH TRADED FD III
-$252.0K
0
-100%
建仓
GE
GE AEROSPACE
+$240.1K
1,200
建仓
WTRG
ESSENTIAL UTILS INC
+$211.9K
5,360
清仓
ARKK
ARK ETF TR
-$203.6K
0
-100%
清仓
SHOP
SHOPIFY INC
-$200.2K
0
-100%
增持
GMOV
2023 ETF SERIES TRUST II
+$165.7K
21,150
+46%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$162.6K
65,716
+6%
增持
—
EXXON MOBIL CORP
+$137.1K
7,673
+6%
清仓
—
LOGILITY SUPPLY CHAIN SOLUTI
-$132.9K
0
-100%
减持
PECO
PHILLIPS EDISON & CO INC
-$132.1K
31,138
-8%
减持
SCHF
SCHWAB STRATEGIC TR
-$129.7K
23,779
-27%
减持
VOO
VANGUARD INDEX FDS
-$125.4K
431
-33%
减持
SCHV
SCHWAB STRATEGIC TR
-$113.8K
14,413
-24%
减持
SCHX
SCHWAB STRATEGIC TR
-$107.4K
15,518
-20%
增持
QLTY
2023 ETF SERIES TRUST II
+$102.0K
35,708
+13%
增持
ABBV
ABBVIE INC
+$101.5K
2,627
+4%
减持
MSFT
MICROSOFT CORP
-$101.0K
1,949
-1%
减持
MDYV
SPDR SER TR
-$100.5K
3,293
-25%
减持
SCHE
SCHWAB STRATEGIC TR
-$100.4K
8,404
-33%
减持
ED
CONSOLIDATED EDISON INC
+$98.7K
4,837
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$98.6K
906
-12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$98.3K
1,120
+2%
减持
SLYG
SPDR SER TR
-$96.6K
2,652
-24%
减持
COIN
COINBASE GLOBAL INC
-$96.1K
1,201
-2%
增持
IEF
ISHARES TR
+$93.7K
23,207
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$93.5K
1,944
-2%
增持
RSG
REPUBLIC SVCS INC
+$92.0K
2,202
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$90.0K
16,309
+0%
减持
GSBD
GOLDMAN SACHS BDC INC
-$85.9K
18,363
-26%
增持
ARES
ARES MANAGEMENT CORPORATION
-$85.1K
2,921
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$80.4K
2,617
+1%
增持
GILD
GILEAD SCIENCES INC
+$77.8K
3,640
+2%
增持
SONY
SONY GROUP CORP
+$67.0K
14,687
+2%
减持
ARKB
ARK 21SHARES BITCOIN ETF
-$66.8K
5,110
-2%
增持
WEC
WEC ENERGY GROUP INC
+$60.6K
3,733
+1%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$60.2K
272,238
-0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$55.3K
2,070
+3%
减持
RELX
RELX PLC
-$53.8K
6,676
-22%
增持
NVS
NOVARTIS AG
+$53.2K
3,345
+2%
减持
STWD
STARWOOD PPTY TR INC
-$51.9K
18,041
-16%
增持
NGG
NATIONAL GRID PLC
+$48.1K
4,178
+10%
减持
YYY
AMPLIFY ETF TR
-$48.0K
43,418
-8%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$47.8K
18,285
+17%
增持
—
MEDTRONIC PLC
+$44.2K
3,450
+4%
增持
SNY
SANOFI
+$43.7K
4,901
+4%
增持
O
REALTY INCOME CORP
+$43.6K
4,694
+10%
增持
BTI
BRITISH AMERN TOB PLC
+$41.2K
7,507
+1%
增持
MCD
MCDONALDS CORP
+$41.1K
1,367
+3%
增持
NVDA
NVIDIA CORPORATION
-$40.1K
1,900
+4%
减持
ARCC
ARES CAPITAL CORP
-$38.3K
66,167
-4%
增持
ECL
ECOLAB INC
+$37.9K
1,960
+0%
增持
CBUS
CIBUS INC
+$37.4K
146,348
+72%
增持
WSO
WATSCO INC
+$35.7K
940
+1%
增持
MAA
MID-AMER APT CMNTYS INC
+$35.6K
2,294
+2%
减持
HGER
HARBOR ETF TRUST
+$35.2K
27,306
-3%
增持
MKC
MCCORMICK & CO INC
+$34.8K
3,331
+6%
增持
MRK
MERCK & CO INC
-$32.2K
6,309
+5%
增持
KMB
KIMBERLY-CLARK CORP
+$31.2K
2,133
+3%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$26.6K
17,892
-2%
减持
JNJ
JOHNSON & JOHNSON
+$25.1K
1,387
-2%
增持
—
UNILEVER PLC
+$22.9K
5,947
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$22.0K
1,327
+1%
增持
HSY
HERSHEY CO
+$21.0K
1,950
+6%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$19.7K
10,610
+21%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$19.3K
6,561
-7%
减持
FNDX
SCHWAB STRATEGIC TR
-$19.2K
13,207
-6%
增持
HD
HOME DEPOT INC
-$18.4K
1,166
+2%
增持
PFE
PFIZER INC
-$16.5K
15,958
+1%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$16.2K
27,888
+2%
增持
TCHP
T ROWE PRICE ETF INC
-$15.0K
5,334
+3%
减持
QCOM
QUALCOMM INC
-$14.8K
2,732
-3%
增持
APD
AIR PRODS & CHEMS INC
+$14.2K
1,307
+2%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$14.1K
12,152
+5%
增持
TXN
TEXAS INSTRS INC
+$8.4K
1,521
+8%
增持
HSMV
FIRST TR EXCH TRADED FD III
+$6.8K
7,841
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$5.8K
23,173
+4%
增持
XHLF
BONDBLOXX ETF TRUST
+$5.7K
8,653
+1%
增持
AMZN
AMAZON COM INC
-$4.9K
2,315
+14%
增持
OKE
ONEOK INC NEW
-$2.2K
4,946
+1%
增持
EPM
EVOLUTION PETE CORP
+$922
27,166
+2%
增持
SNA
SNAP ON INC
+$734
1,224
+1%
增持
GOVT
ISHARES TR
+$247
44,803
+0%
减持
STIP
ISHARES TR
-$176
27,700
-3%
