CL

Certuity, LLC

分散型投资策略趋势追踪型

申报总市值

US$15.2亿

申报季度: 2026-03-31 · 持股只数: 659

CERTUITY, LLC在最新一期 13F 报告中披露了 659 项持股，申报期为 2026-03-31，总持股市值约为 US$15.2亿，季度换手率为 24.2%。

浏览其他10 亿至 100 亿美元机构浏览其他以“C”开头的机构

机构性格雪花图

集中度
7.81
持仓稳定性
24.18
动能／逆势
100
行业集中度
62.77
多样化
100
仓位均衡度
65.6

近期动向

  • 减仓 OMF

    -51.7%　-US$8058.7万

  • 加仓 MU

    +0.3%　US$1445.3万

  • 减仓 NOC

    -97.9%　-US$1179.8万

  • 加仓 IJR

    +66.1%　US$643.2万

  • 加仓 WTV

    +232.0%　US$614.9万

  • 加仓 VWO

    +248.8%　US$576.9万

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

仅显示前 656 大持股（共 659 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1CCitigroup INC股票-金融6.30%+0.10%+0.25%
2MUMicron Technology INC股票-科技6.00%+1.15%+0.34%
3VOOVanguard S&p 500 ETFETF-大型股与成长4.41%-0.05%-0.47%
4AAPLApple INC股票-科技3.58%+0.01%-81.48%
5GEGeneral Electric股票-工业3.45%-0.14%+0.26%
6OMFOnemain Holdings INC股票-金融3.27%-4.94%-51.75%
7NVDANvidia CORP股票-科技3.16%-0.02%-70.94%
8IVVIshares Core S&p 500 ETFETF-大型股与成长3.01%—+6.78%
9MSMorgan Stanley股票-金融2.21%-0.07%+0.32%
10FLGFlagstar Bank NA股票-金融1.83%——
11SCHGSchwab US Large-cap GrowthETF-其他1.82%+0.30%+28.33%
12WFCWells Fargo & Co股票-金融1.63%-0.20%+0.21%
13BACBank Of America CORP股票-金融1.61%-0.13%+0.52%
14GOOGLAlphabet Inc-cl A股票-通信服务1.51%-0.07%+0.15%
15PNCPnc Financial Services Group股票-金融1.40%—+0.23%
16MSFTMicrosoft CORP股票-科技1.36%-0.33%+0.77%
17QQQInvesco Qqq Trust Series 1ETF-科技型1.31%-0.32%-17.81%
18AMZNAmazon.com INC股票-周期性消费1.25%-0.05%+2.91%
19XOMExxon Mobil CORP股票-能源1.16%+0.38%+1.20%
20NFRAFlexshares Stoxx Global BroaETF-其他1.14%——
21VZVerizon Communications INC股票-通信服务1.06%+0.23%-0.25%
22FFord Motor Co股票-周期性消费1.03%-0.09%+0.03%
23IJRIshares Core S&p Small-cap EETF-中小型股1.01%+0.45%+66.11%
24SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.99%-0.10%-9.02%
25FCXFreeport-mcmoran INC股票-原材料0.98%+0.17%+0.28%
26INTCIntel CORP股票-科技0.94%+0.19%+0.72%
27METAMeta Platforms Inc-class A股票-通信服务0.80%-0.08%+1.68%
28IWDIshares Russell 1000 Value EETF-其他0.79%-0.08%-15.04%
29VEAVanguard Ftse Developed ETFETF-其他0.77%+0.36%+76.56%
30GOOGAlphabet Inc-cl C股票-通信服务0.73%-0.14%-95.09%
31VTIVanguard Total Stock Mkt ETFETF-其他0.73%—-3.44%
32DJPIpath Bloomberg Commodity InETF-避险与商品0.65%+0.17%—
33DGRWWisdomtree U.s. Quality DiviETF-其他0.60%-0.13%-19.80%
34BABoeing Co/the股票-工业0.58%—+0.90%
35WTVWisdomtree U.s. Value FundETF-其他0.57%+0.41%+231.99%
36TAt&t INC股票-通信服务0.56%+0.10%+0.39%
37IYWIshares Ustechnology ETFETF-科技型0.55%—-0.72%
38VWOVanguard Ftse Emerging MarkeETF-新兴市场0.53%+0.39%+248.83%
39BMYBristol-myers Squibb Co股票-医疗保健0.47%—-2.64%
40PHYSSprott Physical Gold Trust股票-其他0.46%——
41BRK-BBerkshire Hathaway Inc-cl B股票-其他0.45%—+17.64%
42SCHVSchwab US Large-cap ValueETF-其他0.44%+0.22%+84.54%
43BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债0.44%+0.11%+28.28%
44EMLPFirst Trust North American EETF-其他0.43%+0.31%+192.56%
45OBDCBlue Owl Capital CORP股票-金融0.42%-0.08%-9.30%
46TSLATesla INC股票-周期性消费0.42%—+2.07%
47DOWDow INC股票-原材料0.41%+0.19%+0.18%
48IWFIshares Russell 1000 GrowthETF-其他0.40%-0.14%-20.77%
49AVGOBroadcom INC股票-科技0.38%—-3.89%
50PBRPetroleo Brasileiro-spon Adr股票-能源0.34%+0.15%—
1–50 of 656

本季持股变动

Certuity, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Slide Insurance Holdings INC (SLDE); 减仓: Onemain Holdings INC (OMF) — 股数 -51.75%; 加仓: Micron Technology INC (MU) — 股数 +0.34%; 减仓: Northrop Grumman CORP (NOC) — 股数 -97.88%; 加仓: Ishares Core S&p Small-cap E (IJR) — 股数 +66.11%.

Certuity, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1MUMicron Technology INC+1.2%+0.34%加仓
2IJRIshares Core S&p Small-cap E+0.5%+66.11%加仓
3WTVWisdomtree U.s. Value Fund+0.4%+231.99%加仓
4VWOVanguard Ftse Emerging Marke+0.4%+248.83%加仓
5XOMExxon Mobil CORP+0.4%+1.20%加仓
6VEAVanguard Ftse Developed ETF+0.4%+76.56%加仓
7EMLPFirst Trust North American E+0.3%+192.56%加仓
8SCHGSchwab US Large-cap Growth+0.3%+28.33%加仓
9VZVerizon Communications INC+0.2%-0.25%减仓
10SCHVSchwab US Large-cap Value+0.2%+84.54%加仓
11DOWDow INC+0.2%+0.18%加仓
12INTCIntel CORP+0.2%+0.72%加仓
13DJPIpath Bloomberg Commodity In+0.2%—不变
14FCXFreeport-mcmoran INC+0.2%+0.28%加仓
15PBRPetroleo Brasileiro-spon Adr+0.2%—不变
16TPLTexas Pacific Land CORP+0.1%+70.00%加仓
17BILSs Spdr Bb 1-3m T-bill ETF+0.1%+28.28%加仓
18CCitigroup INC+0.1%+0.25%加仓
19BBJPJpmorgan Betabuilders Japan+0.1%+620.49%加仓
20CVXChevron CORP+0.1%+3.03%加仓
21TAt&t INC+0.1%+0.39%加仓
22SBUXStarbucks CORP+0.1%+218.56%加仓
23AAPLApple INC0%-81.48%减仓
24NVDANvidia CORP0%-70.94%减仓
25VOOVanguard S&p 500 ETF-0.1%-0.47%减仓
26AMZNAmazon.com INC-0.1%+2.91%加仓
27MSMorgan Stanley-0.1%+0.32%加仓
28GOOGLAlphabet Inc-cl A-0.1%+0.15%加仓
29PANWPalo Alto Networks INC-0.1%-9.80%减仓
30IWDIshares Russell 1000 Value E-0.1%-15.04%减仓
31METAMeta Platforms Inc-class A-0.1%+1.68%加仓
32OBDCBlue Owl Capital CORP-0.1%-9.30%减仓
33BMNRBitmine Immersion Technologi-0.1%—不变
34VUGVanguard Growth ETF-0.1%-40.80%减仓
35FFord Motor Co-0.1%+0.03%加仓
36RSPInvesco S&p 500 Equal Weight-0.1%-56.27%减仓
37SPYSs Spdr S&p 500 ETF Trust-us-0.1%-9.02%减仓
38IWMIshares Russell 2000 ETF-0.1%-30.91%减仓
39COSTCostco Wholesale CORP-0.1%-56.46%减仓
40BACBank Of America CORP-0.1%+0.52%加仓
41DGRWWisdomtree U.s. Quality Divi-0.1%-19.80%减仓
42GEGeneral Electric-0.1%+0.26%加仓
43GOOGAlphabet Inc-cl C-0.1%-95.09%减仓
44IWFIshares Russell 1000 Growth-0.1%-20.77%减仓
45WFCWells Fargo & Co-0.2%+0.21%加仓
46QQQInvesco Qqq Trust Series 1-0.3%-17.81%减仓
47MSFTMicrosoft CORP-0.3%+0.77%加仓
48NOCNorthrop Grumman CORP-0.7%-97.88%减仓
49OMFOnemain Holdings INC-4.9%-51.75%减仓
50SLDESlide Insurance Holdings INC—EXIT清仓

FAQ

Certuity, LLC 是什么机构？属于哪种投资人类型？
Certuity, 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$15.2亿，分布在 659 个已申报仓位之中。
Certuity, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Certuity, LLC 按市值排列的前几大持股为： 1. Citigroup INC (C) — US$9602.3万 (6.3%) 2. Micron Technology INC (MU) — US$9144.3万 (6.0%) 3. Vanguard S&p 500 ETF (VOO) — US$6721.5万 (4.4%) 4. Apple INC (AAPL) — US$5453.0万 (3.6%) 5. General Electric (GE) — US$5264.6万 (3.5%)
Certuity, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Certuity, LLC 共进行了 47 项显著调整：新建仓 0 个仓位、加仓 28 个既有持股、减仓 18 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：清仓: Slide Insurance Holdings INC (SLDE); 减仓: Onemain Holdings INC (OMF) — 股数 -51.75%; 加仓: Micron Technology INC (MU) — 股数 +0.34%; 减仓: Northrop Grumman CORP (NOC) — 股数 -97.88%; 加仓: Ishares Core S&p Small-cap E (IJR) — 股数 +66.11%
Certuity, 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，Certuity, LLC 的主要板块分布如下： • Financials: 32.0% • Information Technology: 28.4% • Industrials: 10.3% • Communication Services: 7.5% • Consumer Discretionary: 7.3% • Health Care: 4.6%

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