CF
Certior Financial Group, LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$1.6亿
申报季度: 2026-03-31 · 持股只数: 130
CERTIOR FINANCIAL GROUP, LLC在最新一期 13F 报告中披露了 130 项持股，申报期为 2026-03-31，总持股市值约为 US$1.6亿，季度换手率为 35.5%。
机构性格雪花图
- 集中度
- 13.03
- 持仓稳定性
- 35.54
- 动能／逆势
- 100
- 行业集中度
- 83.1
- 多样化
- 100
- 仓位均衡度
- 81.94
近期动向
加仓 BIL
+329.7% US$1311.0万
加仓 VTEB
+112.6% US$259.2万
减仓 STIP
-58.3% -US$170.7万
加仓 HYD
+91.3% US$135.3万
加仓 SCHD
+7.3% US$173.9万
减仓 SCHG
+7.1% -US$48.8万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 10.87% | +8.19% | +329.70% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 6.89% | -0.75% | +7.15% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.64% | +0.78% | +7.32% | |
| 4 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 5.44% | — | +6.31% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.22% | +0.06% | +5.77% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.14% | +1.56% | +112.59% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.54% | — | +5.71% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.33% | +0.06% | +11.57% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.19% | — | +3.32% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.97% | — | +0.88% | |
| 11 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 1.85% | +0.81% | +91.32% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.79% | +0.11% | +14.12% | |
| 13 | SUB | Ishares Short-term National | ETF-其他 | 1.63% | +0.58% | +64.96% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 1.58% | — | +6.58% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.54% | +0.09% | +9.96% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.48% | +0.08% | +11.62% | |
| 17 | ✓ | SPDR Gold MiniShares Trust | 股票-其他 | 1.48% | -0.49% | -26.71% | |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 1.44% | -0.58% | -1.57% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.40% | — | +1.67% | |
| 20 | HGER | Harbor Commodity All Weather | ETF-避险与商品 | 1.38% | -0.27% | -28.59% | |
| 21 | FSCO | Fs Credit Opportunities CORP | 股票-其他 | 1.18% | — | +25.15% | |
| 22 | BENJ | Horizon Landmark ETF | ETF-其他 | 1.10% | — | -4.73% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.08% | -0.74% | -38.75% | |
| 24 | SCHI | Schwab 5-10 Year Corporate B | ETF-投资级公司债 | 1.06% | — | +1.82% | |
| 25 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 1.04% | +0.08% | +23.07% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.01% | — | +4.06% | |
| 27 | FSSL | Fs Specialty Lending Fund | 股票-其他 | 1.00% | -0.34% | -10.34% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.84% | +0.19% | -2.75% | |
| 29 | MSTR | Strategy INC | 股票-科技 | 0.83% | — | -1.16% | |
| 30 | ARCC | Ares Capital CORP | 股票-金融 | 0.83% | +0.09% | +33.93% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.79% | -1.20% | -58.33% | |
| 32 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.77% | -0.61% | -14.20% | |
| 33 | CGBL | Cap Group Core Balanced | ETF-其他 | 0.70% | +0.15% | +40.28% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工业 | 0.68% | — | -10.14% | |
| 35 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.63% | — | +1.04% | |
| 36 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.63% | +0.63% | NEW | |
| 37 | CGIC | Cap Group Intl Core Eq | ETF-其他 | 0.62% | +0.32% | +117.53% | |
| 38 | CGUS | Cap Group Core Equity | ETF-其他 | 0.57% | — | +0.26% | |
| 39 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.57% | — | +0.69% | |
| 40 | PECO | Phillips Edison & Company In | 股票-房地产 | 0.57% | — | -6.42% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | — | +0.56% | |
| 42 | FPAG | Fpa Global Equity ETF New | ETF-其他 | 0.54% | +0.28% | +127.88% | |
| 43 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.52% | — | +2.69% | |
| 44 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-其他 | 0.52% | +0.52% | NEW | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.49% | +0.49% | NEW | |
| 46 | CGGO | Cap Group Global Growth | ETF-其他 | 0.48% | — | +3.62% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.46% | -0.20% | -3.29% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.43% | +0.12% | +49.13% | |
| 49 | CBUS | Cibus INC | 股票-其他 | 0.40% | — | +17.35% | |
| 50 | HBTA | Horizon Expedition Plus ETF | ETF-其他 | 0.40% | — | -5.34% |
1–50 of 130
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Certior Financial Group, LLC 在 2026-03-31 最显著的持仓异动： 清仓: State Street Sp Ptf Em ETF (SPEM); 清仓: Jpmorgan Betabuilders Japan (BBJP); 清仓: Ishares Msci India ETF (INDA); 新建仓: Invesco Optimum Yield Divers (PDBC); 新建仓: Uscf Summerhaven Dynamic ETF (SDCI).
FAQ
Certior Financial Group, LLC 是什么机构？属于哪种投资人类型？
Certior Financial Group, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.6亿，分布在 130 个已申报仓位之中。
Certior Financial Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Certior Financial Group, LLC 按市值排列的前几大持股为：
1. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$1707.2万 (10.9%)
2. Schwab US Large-cap Growth (SCHG) — US$1081.6万 (6.9%)
3. Schwab US Dvd Equity ETF (SCHD) — US$1041.8万 (6.6%)
4. T Rowe Prc Cap Appreciation (TCAF) — US$854.7万 (5.4%)
5. Schwab US Small-cap ETF (SCHA) — US$505.3万 (3.2%)
Certior Financial Group, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Certior Financial Group, LLC 共进行了 50 项显著调整：新建仓 12 个仓位、加仓 17 个既有持股、减仓 12 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：清仓: State Street Sp Ptf Em ETF (SPEM); 清仓: Jpmorgan Betabuilders Japan (BBJP); 清仓: Ishares Msci India ETF (INDA); 新建仓: Invesco Optimum Yield Divers (PDBC); 新建仓: Uscf Summerhaven Dynamic ETF (SDCI)
Certior Financial Group, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Certior Financial Group, LLC 的主要板块分布如下：
• Information Technology: 48.2%
• Consumer Discretionary: 10.4%
• Health Care: 10.4%
• Industrials: 9.5%
• Energy: 7.4%
• Financials: 6.8%