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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 144 项
建仓 11
增持 85
减持 32
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
GLDM
WORLD GOLD TR
-$6.0M
0
-100%
建仓
—
WORLD GOLD TR
+$2.9M
34,173
增持
BIL
SPDR SERIES TRUST
+$2.5M
43,355
+181%
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
MSTR
STRATEGY INC
-$2.1M
10,608
-9%
建仓
FSSL
FS SPECIALTY LENDING FD
+$2.0M
140,119
清仓
BND
VANGUARD BD INDEX FDS
-$1.4M
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$1.3M
35,761
-35%
增持
HGER
HARBOR ETF TRUST
+$1.2M
98,157
+109%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.1M
10,969
-44%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$938.7K
43,676
-0%
清仓
VTI
VANGUARD INDEX FDS
-$903.8K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$787.7K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$661.0K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$641.4K
96,772
+16%
清仓
RBIL
RBB FD INC
-$588.7K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$586.4K
0
-100%
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$573.8K
56,354
+19%
清仓
GMOV
2023 ETF SERIES TRUST II
-$558.8K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$513.3K
346,554
+2%
减持
FSK
FS KKR CAP CORP
-$465.0K
138,019
-18%
增持
SCHD
SCHWAB STRATEGIC TR
+$464.2K
316,421
+5%
建仓
FLIN
FRANKLIN TEMPLETON ETF TR
+$406.2K
10,527
增持
TCAF
T ROWE PRICE ETF INC
+$404.5K
225,887
+3%
建仓
UL
UNILEVER PLC
+$367.5K
5,619
增持
INDA
ISHARES TR
+$360.8K
32,272
+21%
清仓
—
UNILEVER PLC
-$342.6K
0
-100%
减持
TSLA
TESLA INC
-$324.3K
2,925
-24%
增持
IEF
ISHARES TR
+$323.3K
25,811
+15%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$288.3K
22,858
+53%
增持
SCHA
SCHWAB STRATEGIC TR
+$269.5K
164,273
+4%
增持
CBUS
CIBUS INC
+$233.5K
271,164
+47%
建仓
IBDR
ISHARES TR
+$225.6K
9,310
建仓
SHEL
SHELL PLC
+$223.8K
3,045
清仓
META
META PLATFORMS INC
-$219.4K
0
-100%
清仓
PFE
PFIZER INC
-$217.3K
0
-100%
清仓
WTRG
ESSENTIAL UTILS INC
-$214.1K
0
-100%
建仓
GEV
GE VERNOVA INC
+$213.7K
327
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$208.9K
0
-100%
清仓
HOOD
ROBINHOOD MKTS INC
-$205.5K
0
-100%
清仓
SLYG
SPDR SERIES TRUST
-$203.4K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$203.4K
34,303
+6%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$201.7K
9,019
增持
MUNI
PIMCO ETF TR
+$197.0K
44,574
+9%
增持
VTEB
VANGUARD MUN BD FDS
+$195.7K
46,477
+9%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$194.9K
77,002
+2%
增持
MRK
MERCK & CO INC
+$184.3K
7,143
+6%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$180.9K
13,446
+62%
减持
AAPL
APPLE INC
+$169.9K
12,074
-1%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$163.2K
289,753
+1%
增持
BENJ
HORIZON FDS
+$148.9K
34,727
+8%
增持
FPAG
INVESTMENT MANAGERS SER TR I
+$146.7K
10,202
+58%
减持
ARCC
ARES CAPITAL CORP
-$138.7K
53,995
-10%
增持
VGT
VANGUARD WORLD FD
+$136.2K
5,410
+2%
增持
COIN
COINBASE GLOBAL INC
-$133.4K
1,204
+0%
减持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$126.4K
10,607
-0%
增持
HYD
VANECK ETF TRUST
+$125.8K
30,197
+8%
增持
SUB
ISHARES TR
+$124.4K
14,542
+9%
增持
STIP
ISHARES TR
+$120.5K
28,794
+5%
增持
IVV
ISHARES TR
+$120.2K
5,085
+1%
减持
YYY
AMPLIFY ETF TR
-$114.5K
13,988
-40%
减持
NVDA
NVIDIA CORPORATION
-$114.0K
2,688
-18%
清仓
GSBD
GOLDMAN SACHS BDC INC
-$106.9K
0
-100%
建仓
SGC
SUPERIOR GROUP OF CO INC
+$105.5K
10,897
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$102.4K
38,547
+6%
增持
QLTY
GMO ETF TRUST
+$101.9K
36,790
+1%
增持
CEFS
EXCHANGE LISTED FDS TR
+$101.3K
18,216
+30%
增持
RYLD
GLOBAL X FDS
+$101.1K
27,054
+30%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$96.8K
7,920
+27%
增持
BITB
BITWISE BITCOIN ETF TR
-$87.1K
8,009
+6%
增持
QQQ
INVESCO QQQ TR
+$83.0K
507
+33%
增持
—
EXXON MOBIL CORP
+$82.1K
7,975
+2%
减持
SONY
SONY GROUP CORP
-$79.8K
13,400
-9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$77.7K
1,370
-23%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$75.8K
35,818
+11%
减持
MSFT
MICROSOFT CORP
-$73.8K
2,006
-0%
增持
GILD
GILEAD SCIENCES INC
+$73.5K
3,894
+7%
增持
GOOG
ALPHABET INC
+$71.9K
919
+3%
增持
—
ACCENTURE PLC IRELAND
+$65.0K
1,290
+13%
增持
NVS
NOVARTIS AG
+$61.7K
3,321
+8%
增持
QYLG
GLOBAL X FDS
+$61.6K
14,208
+28%
增持
BSV
VANGUARD BD INDEX FDS
+$59.4K
27,608
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$56.8K
21,932
+7%
增持
SCHI
SCHWAB STRATEGIC TR
+$54.2K
72,158
+4%
增持
BTI
BRITISH AMERN TOB PLC
+$54.1K
6,741
+9%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$51.2K
6,121
-2%
增持
SNY
SANOFI SA
+$49.8K
6,509
+16%
减持
XHLF
BONDBLOXX ETF TRUST
-$49.1K
7,623
-11%
减持
ABBV
ABBVIE INC
-$45.1K
2,392
-6%
增持
QCOM
QUALCOMM INC
+$44.9K
2,834
+7%
增持
MKC
MCCORMICK & CO INC
+$43.2K
5,153
+12%
减持
SHOP
SHOPIFY INC
-$38.9K
1,540
-20%
增持
OKE
ONEOK INC NEW
+$37.9K
5,471
+10%
增持
HD
HOME DEPOT INC
-$36.4K
1,320
+9%
增持
MAA
MID-AMER APT CMNTYS INC
+$36.3K
2,596
+12%
增持
JNJ
JOHNSON & JOHNSON
+$35.5K
1,468
+1%
减持
PRU
PRUDENTIAL FINL INC
-$35.5K
1,804
-22%
增持
MCD
MCDONALDS CORP
+$35.4K
1,459
+8%
增持
ARES
ARES MANAGEMENT CORPORATION
+$35.1K
2,949
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
-$32.9K
16,884
+3%
减持
HBTA
HORIZON FDS
-$31.6K
24,599
-7%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$31.0K
2,470
+18%
减持
STWD
STARWOOD PPTY TR INC
-$30.1K
12,038
-6%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$29.8K
18,385
+3%
增持
LMT
LOCKHEED MARTIN CORP
-$29.3K
1,952
+0%
增持
—
MEDTRONIC PLC
+$29.2K
3,716
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$28.4K
2,559
-1%
增持
SNA
SNAP ON INC
+$28.3K
1,316
+7%
增持
WSO
WATSCO INC
-$28.1K
1,061
+11%
增持
O
REALTY INCOME CORP
+$27.6K
5,834
+18%
增持
CEG
CONSTELLATION ENERGY CORP
+$26.5K
823
+2%
增持
ESCA
ESCALADE INC
+$25.7K
12,351
+10%
建仓
KIND
NEXTDOOR HOLDINGS INC
+$24.2K
11,535
减持
IAU
ISHARES GOLD TR
+$23.2K
2,772
-0%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$22.9K
17,473
+21%
增持
GE
GE AEROSPACE
+$22.6K
1,252
+4%
增持
EPM
EVOLUTION PETE CORP
-$22.3K
30,869
+13%
增持
ECL
ECOLAB INC
-$21.2K
1,965
+0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$20.8K
23,434
+1%
增持
APD
AIR PRODS & CHEMS INC
+$20.4K
1,562
+17%
增持
RGP
RESOURCES CONNECTION INC
+$20.1K
17,289
+30%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$17.4K
1,920
-6%
减持
SCHF
SCHWAB STRATEGIC TR
-$16.1K
19,732
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$14.8K
765
+1%
增持
AVGO
BROADCOM INC
+$13.7K
727
+1%
增持
TCHP
T ROWE PRICE ETF INC
+$12.8K
6,258
+2%
增持
RELX
RELX PLC
-$12.7K
7,658
+14%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$12.3K
1,472
+11%
增持
TXN
TEXAS INSTRS INC
+$11.9K
2,269
+9%
增持
RSG
REPUBLIC SVCS INC
+$10.6K
1,582
+12%
减持
GOVT
ISHARES TR
-$9.5K
43,016
-1%
减持
AMZN
AMAZON COM INC
-$8.1K
2,424
-6%
增持
IGM
ISHARES TR
+$7.8K
1,722
+1%
减持
PECO
PHILLIPS EDISON & CO INC
+$6.9K
25,511
-3%
减持
ED
CONSOLIDATED EDISON INC
-$6.0K
4,880
-0%
减持
SCHX
SCHWAB STRATEGIC TR
+$5.8K
14,149
-1%
建仓
—
SRX HEALTH SOLUTIONS INC.
+$4.9K
21,398
增持
MDYV
SPDR SERIES TRUST
+$4.2K
2,897
+0%
增持
SAP
SAP SE
+$3.6K
1,415
+11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.1K
1,163
-1%
增持
HSMV
FIRST TR EXCH TRADED FD III
+$2.1K
8,246
+3%
减持
SCHV
SCHWAB STRATEGIC TR
+$1.9K
13,457
-1%
增持
WEC
WEC ENERGY GROUP INC
-$1.2K
4,043
+8%
增持
KMB
KIMBERLY-CLARK CORP
+$749
2,684
+24%
增持
SCHE
SCHWAB STRATEGIC TR
+$431
7,069
+2%
