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Cerity Partners LLC

SEC CIK
0001566475
最新申報
2026/8/14

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/10/22 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
2,739
較 2025 年第 2 季 +114
總值
$616.7 億
較 2025 年第 2 季 +$56.2 億 (+10.0%)
申報日
2025/10/22
SEC
Cerity Partners LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard S&P 500 ETF922908363ETF4,401,078$26.9 億4.4%+119,519+2.8%加碼–
AAPLApple Inc.Stock8,800,700$22.2 億3.6%−49,987−0.6%減碼歷史
NVDANVIDIA CorpStock11,717,139$21.8 億3.5%+806,933+7.4%加碼歷史
MSFTMicrosoft CorpStock3,663,123$19.0 億3.1%−28,131−0.8%減碼歷史
iShares Core S&P 500 ETF464287200ETF2,309,968$15.5 億2.5%+45,343+2.0%加碼–
SPYSPDR S&P 500 ETF TrustETF2,186,767$13.2 億2.1%−18,369−0.8%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF18,676,897$11.2 億1.8%+1,194,218+6.8%加碼–
iShares Core MSCI Eafe ETF46432F842ETF11,600,724$10.1 億1.6%−79,970−0.7%減碼–
AMZNAmazon Com IncStock4,498,676$9.86 億1.6%+183,237+4.2%加碼歷史
AVGOBroadcom Inc.Stock2,872,494$9.48 億1.5%−6,945−0.2%減碼歷史
PGProcter & Gamble CoStock6,144,729$9.44 億1.5%−388,971−6.0%減碼歷史
GOOGLAlphabet Inc.Stock3,418,726$8.31 億1.3%−59,193−1.7%減碼歷史
GOOGAlphabet Inc.Stock3,245,951$7.91 億1.3%−37,717−1.1%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF3,709,017$7.21 億1.2%−46,863−1.2%減碼–
METAMeta Platforms, Inc.Stock970,695$7.10 億1.2%+89,737+10.2%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF7,021,638$7.04 億1.1%+317,285+4.7%加碼–
JPMJPMorgan Chase & CoStock1,965,883$6.20 億1.0%−31,999−1.6%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF1,710,873$5.61 億0.9%+39,671+2.4%加碼–
LLYEli Lilly & CoStock690,583$5.25 億0.9%+83,385+13.7%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF18,864,225$4.97 億0.8%+133,206+0.7%加碼–
iShares Core S&P Small Cap ETF464287804ETF4,049,483$4.81 億0.8%+294,549+7.8%加碼–
Invesco QQQ Trust Series I46090E103ETF730,613$4.39 億0.7%−944−0.1%減碼–
BRK.BBerkshire Hathaway IncStock767,928$3.86 億0.6%−7,067−0.9%減碼歷史
VVisa Inc.Stock1,110,186$3.79 億0.6%−2,297−0.2%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF798,380$3.74 億0.6%−86,480−9.8%減碼–
COSTCostco Wholesale CorpStock403,482$3.73 億0.6%+9,775+2.5%加碼歷史
CACCCredit Acceptance CorpCOM796,563$3.72 億0.6%−910.0%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,756,382$3.33 億0.5%+54,925+3.2%加碼–
JNJJohnson & JohnsonStock1,782,644$3.31 億0.5%−28,920−1.6%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF4,992,224$3.26 億0.5%+585,414+13.3%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF4,735,848$3.12 億0.5%+291,212+6.6%加碼–
WMTWalmart Inc.Stock3,011,208$3.10 億0.5%+60,760+2.1%加碼歷史
HDHome Depot, Inc.Stock762,518$3.09 億0.5%+6,968+0.9%加碼歷史
ORCLOracle CorpStock1,065,726$3.00 億0.5%+23,756+2.3%加碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF1,151,952$2.95 億0.5%+29,230+2.6%加碼–
iShares Tr464287150CORE S&P TTL STK2,016,646$2.94 億0.5%−13,635−0.7%減碼–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF11,074,917$2.86 億0.5%+541,686+5.1%加碼–
iShares Tr464287622RUS 1000 ETF757,510$2.77 億0.4%+8,149+1.1%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF943,047$2.77 億0.4%+21,575+2.3%加碼–
Vanguard Morningstar Growth ETF922908736ETF572,552$2.75 億0.4%+177,971+45.1%加碼–
ABBVAbbVie Inc.Stock1,137,257$2.63 億0.4%+5,121+0.5%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF5,092,944$2.58 億0.4%−138,190−2.6%減碼–
ITWIllinois Tool Works IncStock922,437$2.41 億0.4%−24,787−2.6%減碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS3,961,733$2.33 億0.4%+283,748+7.7%加碼–
Vanguard Short-Term Bond ETF921937827ETF2,906,337$2.29 億0.4%+302,134+11.6%加碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS3,815,434$2.29 億0.4%−10,429−0.3%減碼–
IAUiShares Gold TrustETF3,129,037$2.28 億0.4%+69,183+2.3%加碼歷史
XOMExxonMobil Holdings CorpCOM1,999,860$2.25 億0.4%−14,586−0.7%減碼歷史
Schwab US Tips ETF808524870ETF8,355,667$2.25 億0.4%+587,890+7.6%加碼–
MAMastercard IncStock392,203$2.23 億0.4%−3,433−0.9%減碼歷史
iShares Tr4642886613 7 YR TREAS BD1,846,448$2.21 億0.4%+46,932+2.6%加碼–
TSLATesla, Inc.Stock501,356$2.20 億0.4%+44,222+9.7%加碼歷史
iShares Tr4642874571 3 YR TREAS BD2,617,150$2.17 億0.4%+106,083+4.2%加碼–
TJXTJX Companies IncStock1,469,597$2.12 億0.3%+38,622+2.7%加碼歷史
BACBank of America CorpStock4,098,167$2.11 億0.3%+107,003+2.7%加碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD4,214,984$2.11 億0.3%+62,340+1.5%加碼–
ABTAbbott LaboratoriesStock1,530,328$2.05 億0.3%−8,052−0.5%減碼歷史
iShares Tr46434V456MSCI INTL QUALTY4,601,128$2.04 億0.3%−17,863−0.4%減碼–
American Centy ETF Tr025072604AVANTIS EMGMKT2,687,213$2.02 億0.3%+72,106+2.8%加碼–
CVXChevron CorpStock1,285,825$2.00 億0.3%+62,400+5.1%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF2,782,956$1.99 億0.3%+211,132+8.2%加碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF3,472,564$1.92 億0.3%+16,921+0.5%加碼–
Vanguard Information Technology ETF92204A702ETF256,353$1.91 億0.3%−1,510−0.6%減碼–
Vanguard Morningstar Value ETF922908744ETF1,016,839$1.90 億0.3%+124,233+13.9%加碼–
RTXRTX CorpStock1,127,670$1.89 億0.3%−6,928−0.6%減碼歷史
iShares Tr46436E7180-3 MTH TREASURY1,861,672$1.87 億0.3%−612,316−24.8%減碼–
APHAmphenol CorpCL A1,483,153$1.84 億0.3%+1,982+0.1%加碼歷史
PANWPalo Alto Networks IncStock900,934$1.83 億0.3%+27,808+3.2%加碼歷史
Schwab US Dividend Equity ETF808524797ETF6,599,938$1.80 億0.3%+1,005,469+18.0%加碼–
Vanguard World FD921910816MEGA GRWTH IND444,933$1.79 億0.3%−5,005−1.1%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF3,258,896$1.77 億0.3%+291,999+9.8%加碼–
CSCOCisco Systems, Inc.Stock2,515,793$1.72 億0.3%+27,257+1.1%加碼歷史
NFLXNetflix IncStock144,157$1.68 億0.3%+11,566+8.7%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF650,785$1.65 億0.3%+22,223+3.5%加碼–
American Centy ETF Tr025072349US LARGE CAP VLU2,271,804$1.64 億0.3%+64,531+2.9%加碼–
BLKBlackRock, Inc.Stock139,072$1.62 億0.3%+1,465+1.1%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF5,436,349$1.61 億0.3%−567,574−9.5%減碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR560,077$1.56 億0.3%+19,145+3.5%加碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF4,038,467$1.56 億0.3%−56,133−1.4%減碼–
Schwab International Equity ETF808524805ETF6,686,521$1.56 億0.3%+30,540+0.5%加碼–
GLDSPDR Gold TrustETF428,548$1.52 億0.2%+1,798+0.4%加碼歷史
CRMSalesforce, Inc.Stock643,039$1.52 億0.2%−10,976−1.7%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF712,413$1.49 億0.2%−35,641−4.8%減碼–
iShares MSCI Eafe ETF464287465ETF1,607,941$1.49 億0.2%−10,218−0.6%減碼–
MCDMcDonalds CorpStock482,692$1.47 億0.2%−1,057−0.2%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF668,963$1.44 億0.2%+17,510+2.7%加碼–
PLTRPalantir Technologies Inc.Stock789,096$1.44 億0.2%+14,589+1.9%加碼歷史
GSGoldman Sachs Group IncStock180,301$1.44 億0.2%+4,692+2.7%加碼歷史
MRKMerck & Co., Inc.Stock1,709,626$1.43 億0.2%−277,099−13.9%減碼歷史
iShares Tr46435G326CORE MSCI INTL1,770,943$1.42 億0.2%+1,278,836+259.9%加碼–
INTUIntuit Inc.Stock207,045$1.41 億0.2%+15,979+8.4%加碼歷史
Lattice Strategies Tr518416102HARTFORD MLT ETF3,959,969$1.41 億0.2%+62,804+1.6%加碼–
PEPPepsiCo IncStock990,905$1.39 億0.2%+52,746+5.6%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock282,207$1.38 億0.2%−4,098−1.4%減碼歷史
Dimensional ETF Trust25434V807INTERNATNAL VAL2,953,818$1.36 億0.2%+187,126+6.8%加碼–
DISWalt Disney CoStock1,153,875$1.32 億0.2%+1,069+0.1%加碼歷史
GEGeneral Electric CoStock430,337$1.29 億0.2%+17,890+4.3%加碼歷史
iShares Russell 2000 ETF464287655ETF525,001$1.27 億0.2%−12,356−2.3%減碼–
Victory Portfolios II92647N568USAA MSCI USA SM1,393,859$1.26 億0.2%+29,245+2.1%加碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF2,688,945$1.26 億0.2%+18,041+0.7%加碼–

2025 年第 2 季之後清倉(159 檔)

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 159 檔。

Cerity Partners LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
ANSSAnsys IncCOM23,127$812.3 萬<0.1%歷史
EPACEnerpac Tool Group CorpCL A COM196,817$798.3 萬<0.1%歷史
HESHess CorpStock29,435$407.8 萬<0.1%歷史
BRKRBruker CorpCOM85,729$353.2 萬<0.1%歷史
AAONAaon, Inc.COM PAR $0.00442,529$313.7 萬<0.1%歷史
CHXChampionX CorpCOM94,032$233.6 萬<0.1%歷史
BlackRock ETF Trust II iShares Larg Cap Added092528801ETF73,774$228.8 萬<0.1%–
CECelanese CorpStock35,642$197.2 萬<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM164,857$189.3 萬<0.1%歷史
EEFTEuronet Worldwide, Inc.COM18,204$184.6 萬<0.1%歷史
SKXSkechers USA IncCL A25,276$159.5 萬<0.1%歷史
Ea Series Trust02072Q655BUSHIDO CAP SMID331,926$111.9 萬<0.1%–
BRKLBrookline Bancorp IncCOM99,287$104.7 萬<0.1%歷史
RDWRedwire CorpStock53,636$87.4 萬<0.1%歷史
MLNKMeridianLink, Inc.COMMON STOCK49,609$80.5 萬<0.1%歷史
LNTHLantheus Holdings, Inc.Stock9,432$77.2 萬<0.1%歷史
AVOMission Produce, Inc.COM63,180$74.0 萬<0.1%歷史
iShares Inc464286806MSCI GERMANY ETF17,448$73.8 萬<0.1%–
AMEDAmedisys IncCOM7,426$73.1 萬<0.1%歷史
Innovator ETFs Trust45782C318US EQTY PWR BUF18,500$69.9 萬<0.1%–
PLAYDave & Buster's Entertainment, Inc.COM22,654$68.1 萬<0.1%歷史
BPMCBlueprint Medicines CorpCOM5,035$64.5 萬<0.1%歷史
VCYTVeracyte, Inc.COM23,424$63.3 萬<0.1%歷史
RHPRyman Hospitality Properties, Inc.COM6,211$61.3 萬<0.1%歷史
AZEKAZEK Co Inc.CL A10,703$58.2 萬<0.1%歷史
ESGREnstar Group LTDSHS1,674$56.3 萬<0.1%歷史
TTITetra Technologies IncCOM166,571$56.0 萬<0.1%歷史
JNPRJuniper Networks IncCOM13,478$53.8 萬<0.1%歷史
SAGESage Therapeutics, Inc.COM53,300$48.6 萬<0.1%歷史
MUCBlackRock Muniholdings California Quality Fund, Inc.CEF43,407$44.9 萬<0.1%歷史
SPSCSPS Commerce IncCOM3,146$42.8 萬<0.1%歷史
MIDDMIDDLEBY CorpCOM2,929$42.2 萬<0.1%歷史
PLYMPlymouth Industrial REIT, Inc.COM25,929$41.6 萬<0.1%歷史
SPDR Series Trust78468R721STATE STREET SPD9,211$41.1 萬<0.1%–
SEZLSezzle Inc.COM2,289$41.0 萬<0.1%歷史
BOOTBoot Barn Holdings, Inc.COM2,615$39.7 萬<0.1%歷史
UNITUniti Group Inc.COM90,951$39.3 萬<0.1%歷史
iShares Tr46435G219INVT GRAD SY ETF8,614$39.1 萬<0.1%–
DTDynatrace, Inc.Stock7,018$38.7 萬<0.1%歷史
QFINQfin Holdings, Inc.AMERICAN DEP8,925$38.7 萬<0.1%歷史
AFGAmerican Financial Group IncCOM2,941$37.1 萬<0.1%歷史
PPBIPacific Premier Bancorp IncCOM17,578$37.1 萬<0.1%歷史
BNTXBioNTech SESPONSORED ADS3,407$36.3 萬<0.1%歷史
VanEck ETF Trust92189F387SHRT HGH YLD MUN15,894$35.9 萬<0.1%–
RDFNRedfin CorpCOM31,501$35.2 萬<0.1%歷史
ENOVEnovis CORPCOM10,866$34.1 萬<0.1%歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A19,106$33.9 萬<0.1%歷史
ACIAlbertsons Companies, Inc.COMMON STOCK15,706$33.8 萬<0.1%歷史
RDUSRadius Recycling, Inc.CL A11,212$33.3 萬<0.1%歷史
GPKGraphic Packaging Holding CoCOM15,392$32.4 萬<0.1%歷史
SHP ETF Trust78433H105FIS KNIGHTS10,335$32.3 萬<0.1%–
CUZCousins Properties IncCOM NEW10,535$31.6 萬<0.1%歷史
BEPCBrookfield Renewable CorpCL A EX SUB VTG9,468$31.0 萬<0.1%歷史
COLDAmericold Realty TrustCOM18,195$30.3 萬<0.1%歷史
ASTSAST SpaceMobile, Inc.COM CL A6,215$29.1 萬<0.1%歷史
INSPInspire Medical Systems, Inc.COM2,243$29.1 萬<0.1%歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF6,605$29.1 萬<0.1%–
EPRTEssential Properties Realty Trust, Inc.COM8,980$28.7 萬<0.1%歷史
STAGSTAG Industrial, Inc.COM7,870$28.6 萬<0.1%歷史
BCCBoise Cascade CoCOM3,274$28.4 萬<0.1%歷史
DBOInvesco DB Oil FundOIL FD21,116$27.9 萬<0.1%歷史
JOEST JOE CoCOM5,749$27.4 萬<0.1%歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD5,491$27.3 萬<0.1%–
KRCKilroy Realty CorpCOM7,930$27.2 萬<0.1%歷史
STRSitio Royalties Corp.CLASS A COM14,421$26.5 萬<0.1%歷史
PPLIPeople IncCOM NEW7,035$26.3 萬<0.1%歷史
VERVVerve Therapeutics, Inc.COM23,291$26.2 萬<0.1%歷史
ENVAEnova International, Inc.COM2,326$25.9 萬<0.1%歷史
VTLEVital Energy, Inc.COM15,751$25.3 萬<0.1%歷史
OLOOlo Inc.CL A27,912$24.8 萬<0.1%歷史
QXOQXO, Inc.COM NEW11,346$24.4 萬<0.1%歷史
SCLStepan CoCOM4,419$24.1 萬<0.1%歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW8,663$23.9 萬<0.1%歷史
WULFTerawulf Inc.COM53,627$23.8 萬<0.1%歷史
CNXCNX Resources CorpCOM7,019$23.6 萬<0.1%歷史
POWIPower Integrations IncCOM4,182$23.4 萬<0.1%歷史
NSITInsight Enterprises IncCOM1,643$22.7 萬<0.1%歷史
XRXXerox Holdings CorpCOM NEW42,263$22.3 萬<0.1%歷史
CWANClearwater Analytics Holdings, Inc.CL A10,137$22.2 萬<0.1%歷史
UPSTUpstart Holdings, Inc.COM3,391$21.9 萬<0.1%歷史
iShares U.S. Regional Banks ETF464288778ETF4,373$21.7 萬<0.1%–
Pacer US Small Cap Cash Cows ETF69374H857ETF5,361$21.3 萬<0.1%–
Fidelity Covington Trust31609A107ENHANCED LARGE6,708$21.3 萬<0.1%–
OPCHOption Care Health, Inc.COM NEW6,550$21.3 萬<0.1%歷史
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X18,000$21.3 萬<0.1%–
NMMNavios Maritime Partners L.P.COM UNIT LPI5,633$21.2 萬<0.1%歷史
FBPFirst BancorpCOM NEW10,149$21.1 萬<0.1%歷史
BlackRock ETF Trust09290C806ISHA US THEM ETF5,921$21.1 萬<0.1%–
GMSGMS Inc.COM1,932$21.0 萬<0.1%歷史
LBRDALiberty Broadband CorpCOM SER A2,103$20.6 萬<0.1%歷史
iShares Tr46435G243ESG AWRE 1 5 YR8,013$20.2 萬<0.1%–
AZTAAzenta, Inc.COM6,505$20.0 萬<0.1%歷史
Global X FDS37954Y657US PFD ETF10,203$19.3 萬<0.1%–
TCPCBlackRock TCP Capital Corp.COM24,643$19.0 萬<0.1%歷史
PFSProvident Financial Services IncCOM10,093$17.7 萬<0.1%歷史
MACMacerich CoCOM10,022$16.2 萬<0.1%歷史
INMDInMode Ltd.SHS10,688$15.4 萬<0.1%歷史
Paramount Global92556H206CL B11,389$14.7 萬<0.1%–
AVTRAvantor, Inc.COM10,211$13.7 萬<0.1%歷史
CLBCore Laboratories Inc.COM10,127$11.7 萬<0.1%歷史