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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 136 项
建仓 13
增持 69
减持 41
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SERIES TRUST
+$13.1M
186,296
+330%
清仓
SPEM
SPDR INDEX SHS FDS
-$4.5M
0
-100%
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$3.7M
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。
增持
VTEB
VANGUARD MUN BD FDS
+$2.6M
98,805
+113%
清仓
INDA
ISHARES TR
-$1.7M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.7M
339,570
+7%
减持
STIP
ISHARES TR
-$1.7M
11,999
-58%
增持
HYD
VANECK ETF TRUST
+$1.4M
57,774
+91%
减持
VXUS
VANGUARD STAR FDS
-$1.0M
21,903
-39%
增持
SUB
ISHARES TR
+$1.0M
23,989
+65%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$995.4K
57,472
减持
FSK
FS KKR CAP CORP
-$838.5K
118,425
-14%
建仓
SDCI
USCF ETF TR
+$815.9K
29,954
建仓
AVUV
AMERICAN CENTY ETF TR
+$767.9K
6,951
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$717.5K
42,990
-2%
减持
—
WORLD GOLD TR
-$596.0K
25,044
-27%
减持
TSLA
TESLA INC
-$555.7K
1,187
-59%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$531.4K
29,249
+118%
增持
SCHG
SCHWAB STRATEGIC TR
-$488.1K
371,318
+7%
建仓
FEGE
RBB FUND TRUST
+$472.3K
10,048
增持
FPAG
INVESTMENT MANAGERS SER TR I
+$464.9K
23,248
+128%
建仓
CME
CME GROUP INC
+$454.0K
1,537
建仓
—
THOMSON REUTERS CORP
+$448.6K
4,985
减持
FSSL
FS SPECIALTY LENDING FD
-$409.6K
125,636
-10%
清仓
FLIN
FRANKLIN TEMPLETON ETF TR
-$406.2K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$374.1K
173,748
+6%
清仓
UL
UNILEVER PLC
-$367.5K
0
-100%
建仓
SPYI
NEOS ETF TRUST
+$357.9K
7,250
减持
—
EXXON MOBIL CORP
+$356.2K
7,756
-3%
建仓
DIVO
AMPLIFY ETF TR
+$354.6K
7,906
减持
MRK
MERCK & CO INC
-$350.6K
3,336
-53%
增持
IEF
ISHARES TR
+$329.3K
29,456
+14%
清仓
SNY
SANOFI SA
-$315.4K
0
-100%
建仓
APRP
PGIM ROCK ETF TR
+$300.0K
9,908
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$295.8K
32,065
+40%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$294.5K
85,915
+12%
建仓
NWG
NATWEST GROUP PLC
+$291.6K
19,570
增持
VEA
VANGUARD TAX-MANAGED FDS
+$274.2K
37,720
+10%
清仓
KMB
KIMBERLY-CLARK CORP
-$270.8K
0
-100%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$263.6K
4,747
减持
HGER
HARBOR ETF TRUST
-$262.6K
70,094
-29%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$253.3K
43,026
+12%
减持
MSFT
MICROSOFT CORP
-$252.1K
1,940
-3%
建仓
IEMG
ISHARES INC
+$249.8K
3,581
清仓
SHOP
SHOPIFY INC
-$247.9K
0
-100%
增持
QLTY
GMO ETF TRUST
+$223.3K
45,279
+23%
清仓
IGM
ISHARES TR
-$222.4K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$216.1K
11,811
+49%
增持
ARCC
ARES CAPITAL CORP
+$210.8K
72,315
+34%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$205.7K
15,224
-17%
清仓
PRU
PRUDENTIAL FINL INC
-$203.6K
0
-100%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$201.7K
0
-100%
增持
AAPL
APPLE INC
-$191.2K
12,180
+1%
建仓
PSTL
POSTAL REALTY TRUST INC
+$190.4K
10,259
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$186.5K
6,163
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$164.6K
16,979
+1%
增持
CBUS
CIBUS INC
+$158.2K
318,203
+17%
减持
MSTR
STRATEGY INC
+$144.2K
10,485
-1%
增持
MUNI
PIMCO ETF TR
+$143.3K
47,508
+7%
增持
ARES
ARES MANAGEMENT CORPORATION
-$141.1K
3,076
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$139.4K
2,553
-0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$131.5K
600
-22%
减持
LMT
LOCKHEED MARTIN CORP
+$116.0K
1,754
-10%
增持
OKE
ONEOK INC NEW
+$114.6K
5,717
+4%
清仓
EPM
EVOLUTION PETE CORP
-$109.3K
0
-100%
增持
QCOM
QUALCOMM INC
-$104.7K
2,951
+4%
减持
TCHP
T ROWE PRICE ETF INC
-$92.5K
4,969
-21%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$89.4K
1,636
+5%
减持
HBTA
HORIZON FDS
-$89.1K
23,285
-5%
增持
VGT
VANGUARD WORLD FD
-$87.8K
5,719
+6%
减持
BITB
BITWISE BITCOIN ETF TR
-$87.3K
7,976
-0%
增持
TCAF
T ROWE PRICE ETF INC
-$86.5K
240,151
+6%
增持
SAP
SAP SE
-$82.1K
1,528
+8%
增持
SHEL
SHELL PLC
+$78.5K
3,251
+7%
增持
MKC
MCCORMICK & CO INC
-$74.3K
5,485
+6%
增持
—
ACCENTURE PLC IRELAND
-$73.3K
1,376
+7%
减持
SCHX
SCHWAB STRATEGIC TR
-$70.5K
12,101
-14%
增持
GILD
GILEAD SCIENCES INC
+$70.4K
3,935
+1%
减持
BENJ
HORIZON FDS
-$70.2K
33,083
-5%
减持
AMZN
AMAZON COM INC
-$70.1K
2,350
-3%
增持
ED
CONSOLIDATED EDISON INC
+$68.4K
4,887
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$63.9K
1,549
+5%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$63.6K
1,420
+4%
减持
COIN
COINBASE GLOBAL INC
-$62.7K
1,200
-0%
减持
CEG
CONSTELLATION ENERGY CORP
-$62.3K
818
-1%
增持
TXN
TEXAS INSTRS INC
+$61.2K
2,343
+3%
减持
NVDA
NVIDIA CORPORATION
-$57.2K
2,547
-5%
增持
WEC
WEC ENERGY GROUP INC
+$57.1K
4,177
+3%
减持
GOOG
ALPHABET INC
-$57.0K
806
-12%
增持
JNJ
JOHNSON & JOHNSON
+$55.8K
1,471
+0%
增持
ESCA
ESCALADE INC
+$54.1K
12,855
+4%
增持
NVS
NOVARTIS AG
+$52.6K
3,342
+1%
增持
IVV
ISHARES TR
-$51.2K
5,254
+3%
增持
IAU
ISHARES GOLD TR
+$49.9K
3,118
+12%
增持
WSO
WATSCO INC
+$48.1K
1,115
+5%
增持
SONY
SONY GROUP CORP
-$47.2K
14,294
+7%
减持
AVGO
BROADCOM INC
-$43.7K
672
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$43.1K
1,130
-3%
增持
ARKB
ARK 21SHARES BITCOIN ETF
-$41.5K
17,525
+17%
增持
O
REALTY INCOME CORP
+$40.9K
6,043
+4%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$40.0K
23,496
+0%
增持
SNA
SNAP ON INC
+$39.8K
1,358
+3%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$36.1K
2,634
+7%
减持
ARKK
ARK ETF TR
-$34.5K
3,639
-0%
增持
RELX
RELX PLC
-$34.2K
8,305
+8%
增持
RSG
REPUBLIC SVCS INC
+$31.8K
1,676
+6%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$31.5K
11,414
+4%
减持
QYLG
GLOBAL X FDS
-$30.0K
13,771
-3%
增持
MCD
MCDONALDS CORP
+$29.7K
1,530
+5%
减持
SCHF
SCHWAB STRATEGIC TR
-$29.6K
17,970
-9%
减持
SCHE
SCHWAB STRATEGIC TR
-$28.7K
6,156
-13%
减持
CEFS
EXCHANGE LISTED FDS TR
-$26.4K
17,442
-4%
减持
QQQ
INVESCO QQQ TR
-$26.2K
494
-3%
增持
MAA
MID-AMER APT CMNTYS INC
-$25.5K
2,744
+6%
减持
RYLD
GLOBAL X FDS
-$25.3K
25,992
-4%
增持
BSV
VANGUARD BD INDEX FDS
+$25.0K
28,068
+2%
清仓
KIND
NEXTDOOR HOLDINGS INC
-$24.2K
0
-100%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$23.9K
362,615
+25%
增持
BTI
BRITISH AMERN TOB PLC
+$23.7K
6,932
+3%
增持
—
MEDTRONIC PLC
-$20.4K
3,884
+5%
减持
STWD
STARWOOD PPTY TR INC
-$15.9K
11,667
-3%
减持
MDYV
SPDR SERIES TRUST
-$15.6K
2,696
-7%
增持
SGC
SUPERIOR GROUP OF CO INC
+$15.4K
11,895
+9%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$15.2K
17,197
-2%
减持
SCHV
SCHWAB STRATEGIC TR
-$15.2K
12,567
-7%
减持
PECO
PHILLIPS EDISON & CO INC
-$14.1K
23,873
-6%
增持
RGP
RESOURCES CONNECTION INC
-$12.8K
19,938
+15%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$10.8K
36,782
+3%
减持
HSMV
FIRST TR EXCH TRADED FD III
-$10.7K
7,830
-5%
增持
SCHI
SCHWAB STRATEGIC TR
+$8.9K
73,471
+2%
增持
XHLF
BONDBLOXX ETF TRUST
+$8.3K
7,775
+2%
增持
ABBV
ABBVIE INC
-$7.4K
2,479
+4%
增持
GOVT
ISHARES TR
+$5.3K
43,465
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.5K
1,946
+1%
增持
HD
HOME DEPOT INC
-$2.3K
1,374
+4%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$1.6K
22,725
+4%
