13FBOX
Cerity Partners Retirement Plan Advisors LLC · 13F 持仓分析
期权收益计算器 机构排行

Cerity Partners Retirement Plan Advisors LLC

No.6523 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.39亿
环比变动 Q1 2026
+$4,369.4万+22.3%
持仓股票数
34
新买入
18
加仓
9
减仓
4
清仓
15
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
27.45%29.6%$6,569.6万8.9万股$5,792.4万8.9万股-390股-0.44%减仓
G通用动力VTI
20.45%24.07%$4,894.8万13.3万股$4,710.4万14.7万股-1.3万股-9.19%减仓
V先锋领航·TOTALBND
11.09%17.62%$2,655.0万36.0万股$3,448.1万46.9万股-10.9万股-23.24%减仓
V先锋领航·FSTEVWO
10.08%5.29%$2,412.7万40.8万股$1,034.8万19.7万股+21.1万股+107.02%加仓
IiShares安硕IEMG
9.2%$2,201.2万26.6万股$00股+26.6万股新买入
V先锋领航·FTSEVEA
5.61%6.23%$1,341.8万18.9万股$1,219.2万19.7万股-7,351股-3.74%减仓
IiShares安硕信托GJS
2.96%$707.6万31.0万股$00股+31.0万股新买入
V先锋领航指数基金VOO
1.88%2.01%$449.0万6,595股$392.8万6,574股+21股+0.32%加仓
IiShares安硕信托AGG
1.45%$345.9万3.5万股$00股+3.5万股新买入
SSPDR道富系列信托SPYG
1.4%$335.2万2.8万股$00股+2.8万股新买入
S道富·EET SPDR MSCI ACWI EX-US ETFCWI
1.4%1.29%$335.0万8.3万股$252.0万7.0万股+1.3万股+17.86%加仓
NNUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFNUDM
0.9%0.96%$214.3万5.4万股$188.0万5.4万股00.00%持仓不变
IiShares安硕信托AOA
0.71%0.68%$170.8万1.8万股$133.6万1.6万股+2,042股+13.17%加仓
IiShares安硕信托IVV
0.71%$170.1万2,271股$00股+2,271股新买入
IiShares安硕信托IDEV
0.66%$157.5万1.8万股$00股+1.8万股新买入
IiShares安硕信托IJK
0.4%0.37%$95.0万8,083股$73.3万7,380股+703股+9.53%加仓
IiShares安硕·MSCIQUAL
0.37%$88.4万4,029股$00股+4,029股新买入
S道富SPAB
0.34%$82.3万3.2万股$00股+3.2万股新买入
NNUSHARES ETF TRNUEM
0.34%0.35%$81.6万1.9万股$67.8万1.9万股00.00%持仓不变
IiShares安硕信托IEI
0.3%0.31%$72.2万6,150股$60.9万5,135股+1,015股+19.77%加仓
IiShares安硕信托MTUM
0.25%$60.2万1,755股$00股+1,755股新买入
IiShares安硕信托AOR
0.25%0.24%$58.7万8,469股$46.9万7,429股+1,040股+14.00%加仓
TTidal·TRUST IJSTC
0.23%0.23%$55.4万2.4万股$46.0万2.4万股00.00%持仓不变
SSPDR道富系列信托BIL
0.21%$49.7万5,425股$00股+5,425股新买入
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
0.19%$44.6万1.5万股$00股+1.5万股新买入
A美国世纪ETF信托AVLV
0.18%$41.9万4,593股$00股+4,593股新买入
IiShares安硕信托IQLT
0.17%$40.1万8,100股$00股+8,100股新买入
H哈特福德·MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFRODM
0.16%$39.3万9,732股$00股+9,732股新买入
IiShares安硕信托HYG
0.16%0.16%$39.0万4,877股$32.2万4,074股+803股+19.71%加仓
IiShares安硕信托LQD
0.12%0.12%$28.8万2,624股$23.1万2,132股+492股+23.08%加仓
VVictory组合IIUSVM
0.12%$28.5万2,594股$00股+2,594股新买入
DDimensional维度ETF信托DFSV
0.12%$27.7万7,134股$00股+7,134股新买入
A美国世纪ETF信托AVEM
0.09%$21.7万2,246股$00股+2,246股新买入
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.09%$21.2万5,278股$00股+5,278股新买入

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