小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 116 项
建仓 9
增持 68
减持 33
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
TIP
ISHARES TR
-$3.6M
6,682
-83%
增持
SPEM
SPDR INDEX SHS FDS
+$2.8M
84,275
+304%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.0M
326,121
+8%
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
IVV
ISHARES TR
-$1.9M
5,500
-42%
增持
GLDM
WORLD GOLD TR
+$1.4M
65,730
+38%
增持
MSTR
MICROSTRATEGY INC
+$1.3M
11,606
+0%
建仓
INDA
ISHARES TR
+$1.2M
20,818
增持
TCAF
T ROWE PRICE ETF INC
+$1.0M
209,668
+6%
增持
BIL
SPDR SERIES TRUST
+$980.7K
55,821
+24%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$861.9K
13,951
增持
VGT
VANGUARD WORLD FD
+$796.6K
5,007
+8%
增持
SCHA
SCHWAB STRATEGIC TR
+$684.8K
149,263
+13%
清仓
HGER
HARBOR ETF TRUST
-$656.7K
0
-100%
清仓
CMDT
PIMCO ETF TR
-$611.0K
0
-100%
减持
AAPL
APPLE INC
-$496.2K
12,767
-9%
建仓
—
ACCENTURE PLC IRELAND
+$375.1K
1,255
清仓
HSY
HERSHEY CO
-$333.5K
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR
-$311.8K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$311.0K
34,281
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$302.0K
30,719
+8%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$300.4K
6,266
-4%
减持
BENJ
HORIZON FDS
-$288.5K
25,555
-19%
建仓
CEG
CONSTELLATION ENERGY CORP
+$251.8K
780
增持
MSFT
MICROSOFT CORP
+$249.1K
1,972
+1%
建仓
ARKK
ARK ETF TR
+$242.6K
3,451
减持
VXUS
VANGUARD STAR FDS
+$242.0K
37,146
-1%
建仓
SHOP
SHOPIFY INC
+$234.3K
2,031
建仓
PM
PHILIP MORRIS INTL INC
+$222.7K
1,223
清仓
VOO
VANGUARD INDEX FDS
-$221.4K
0
-100%
建仓
FPAG
INVESTMENT MANAGERS SER TR I
+$219.5K
6,455
增持
COIN
COINBASE GLOBAL INC
+$214.4K
1,202
+0%
清仓
WTRG
ESSENTIAL UTILS INC
-$211.9K
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$203.6K
2,455
减持
FSK
FS KKR CAP CORP
-$201.9K
187,523
-4%
减持
RSG
REPUBLIC SVCS INC
-$185.8K
1,409
-36%
增持
TSLA
TESLA INC
+$184.0K
3,551
+2%
增持
HBTA
HORIZON FDS
+$170.9K
28,637
+12%
增持
TXN
TEXAS INSTRS INC
+$159.8K
2,086
+37%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$149.2K
2,714
+4%
增持
NVDA
NVIDIA CORPORATION
+$147.7K
2,238
+18%
增持
IVVB
BLACKROCK ETF TRUST II
+$145.2K
85,061
+0%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$132.0K
62,653
-5%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$130.3K
18,612
+2%
增持
QLTY
2023 ETF SERIES TRUST II
+$119.4K
36,065
+1%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$116.8K
15,000
+194%
增持
SCHD
SCHWAB STRATEGIC TR
+$109.9K
281,300
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$108.8K
1,772
+1%
减持
PECO
PHILLIPS EDISON & CO INC
-$103.8K
29,474
-5%
减持
BITB
BITWISE BITCOIN ETF TR
+$101.9K
7,522
-0%
增持
OKE
ONEOK INC NEW
-$86.1K
4,957
+0%
增持
SCHI
SCHWAB STRATEGIC TR
+$85.4K
66,819
+5%
增持
BSV
VANGUARD BD INDEX FDS
+$79.7K
25,829
+4%
增持
MUNI
PIMCO ETF TR
+$78.6K
38,774
+4%
增持
ARES
ARES MANAGEMENT CORPORATION
+$78.2K
2,924
+0%
增持
MKC
MCCORMICK & CO INC
+$72.6K
4,575
+37%
增持
GE
GE AEROSPACE
+$70.5K
1,207
+1%
增持
AMZN
AMAZON COM INC
+$69.8K
2,326
+0%
增持
SUB
ISHARES TR
+$69.6K
12,707
+5%
增持
VTEB
VANGUARD MUN BD FDS
+$69.0K
40,546
+5%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$68.5K
13,308
+10%
减持
ARCC
ARES CAPITAL CORP
-$67.0K
63,718
-4%
增持
—
EXXON MOBIL CORP
-$65.5K
7,857
+2%
增持
TCHP
T ROWE PRICE ETF INC
+$63.4K
5,879
+10%
减持
GSBD
GOLDMAN SACHS BDC INC
-$63.1K
13,377
-27%
减持
PFE
PFIZER INC
-$60.8K
14,175
-11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$58.3K
1,108
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$51.9K
1,484
+12%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$50.6K
271,331
-0%
增持
HYD
VANECK ETF TRUST
+$49.1K
26,361
+6%
增持
ED
CONSOLIDATED EDISON INC
-$47.3K
4,860
+0%
增持
SAP
SAP SE
+$46.4K
1,270
+0%
增持
BTI
BRITISH AMERN TOB PLC
+$45.3K
7,520
+0%
增持
MAA
MID-AMER APT CMNTYS INC
-$43.4K
2,304
+0%
增持
ABBV
ABBVIE INC
-$39.6K
2,752
+5%
减持
YYY
AMPLIFY ETF TR
-$38.9K
38,981
-10%
增持
NGG
NATIONAL GRID PLC
+$38.0K
4,195
+0%
增持
MRK
MERCK & CO INC
-$37.8K
6,676
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$34.7K
1,950
+0%
增持
CBUS
CIBUS INC
-$34.2K
173,556
+19%
增持
ECL
ECOLAB INC
+$31.5K
1,961
+0%
增持
SNA
SNAP ON INC
-$31.0K
1,226
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$30.4K
771
-15%
减持
KMB
KIMBERLY-CLARK CORP
-$30.0K
2,121
-1%
增持
HD
HOME DEPOT INC
+$29.9K
1,247
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
-$28.9K
16,428
+1%
减持
IEF
ISHARES TR
-$28.8K
22,809
-2%
增持
RELX
RELX PLC
+$28.8K
6,723
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$27.8K
22,543
-5%
减持
STIP
ISHARES TR
-$27.2K
27,586
-0%
增持
SNY
SANOFI
-$25.7K
5,094
+4%
减持
NVS
NOVARTIS AG
+$25.2K
3,290
-2%
减持
SCHX
SCHWAB STRATEGIC TR
+$21.6K
14,901
-4%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$19.4K
21,483
-7%
增持
QCOM
QUALCOMM INC
+$17.7K
2,746
+1%
增持
WEC
WEC ENERGY GROUP INC
-$17.0K
3,742
+0%
增持
SCHV
SCHWAB STRATEGIC TR
+$16.4K
14,439
+0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$15.7K
2,082
+1%
增持
APD
AIR PRODS & CHEMS INC
-$14.8K
1,314
+1%
增持
EPM
EVOLUTION PETE CORP
-$12.3K
27,315
+1%
减持
SLYG
SPDR SERIES TRUST
-$11.2K
2,354
-11%
增持
—
UNILEVER PLC
+$9.7K
5,948
+0%
增持
PRU
PRUDENTIAL FINL INC
-$9.6K
2,415
+0%
减持
SONY
SONY GROUP CORP
+$9.3K
14,684
-0%
增持
—
MEDTRONIC PLC
-$8.8K
3,456
+0%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$8.5K
27,449
-2%
减持
MDYV
SPDR SERIES TRUST
-$7.4K
3,101
-6%
减持
HSMV
FIRST TR EXCH TRADED FD III
-$6.0K
7,710
-2%
增持
MCD
MCDONALDS CORP
-$4.5K
1,447
+6%
减持
XHLF
BONDBLOXX ETF TRUST
-$4.2K
8,572
-1%
减持
STWD
STARWOOD PPTY TR INC
-$4.1K
17,569
-3%
增持
GILD
GILEAD SCIENCES INC
-$3.6K
3,646
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$2.9K
7,592
-10%
增持
GOVT
ISHARES TR
+$2.6K
44,926
+0%
增持
RBIL
RBB FD INC
-$2.2K
11,855
+0%
增持
JNJ
JOHNSON & JOHNSON
-$1.6K
1,495
+8%
增持
O
REALTY INCOME CORP
+$1.2K
4,746
+1%
