Cerity Partners OCIO LLC 13F 持仓 · 2026年Q2
Cerity Partners OCIO 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 19.76 亿美元。前几大持仓：SMH（19.16%）、BBJP（8.90%）、IEF（8.70%）。本季前 25 大持仓中：新建仓 3 只、增持 4 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | $378.6M | 19.16% | 577,281 | 新建仓 |
| 2 | BBJP | J P MORGAN EXCHANGE TRADED F | $175.9M | 8.90% | 2.3M | 新建仓 |
| 3 | IEF | ISHARES TR | $171.9M | 8.70% | 1.8M | 减持 |
| 4 | BWX | SPDR SERIES TRUST | $169.4M | 8.57% | 7.8M | 增持 |
| 5 | VOO | VANGUARD INDEX FDS | $156.6M | 7.93% | 228,001 | 减持 |
| 6 | SCHP | SCHWAB STRATEGIC TR | $149.0M | 7.54% | 5.6M | 减持 |
| 7 | IEMG | ISHARES INC | $142.3M | 7.20% | 1.7M | 减持 |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $137.5M | 6.96% | 876,239 | 增持 |
| 9 | GLD | SPDR GOLD TR | $99.0M | 5.01% | 268,796 | 减持 |
| 10 | IVV | ISHARES TR | $88.6M | 4.49% | 118,343 | 新建仓 |
| 11 | EIPX | FIRST TR EXCHANGE-TRADED FD | $73.0M | 3.70% | 2.3M | 减持 |
| 12 | EMLP | FIRST TR EXCHANGE-TRADED FD | $71.0M | 3.59% | 1.6M | 减持 |
| 13 | TLH | ISHARES TR | $50.6M | 2.56% | 504,136 | 减持 |
| 14 | SHY | ISHARES TR | $32.3M | 1.63% | 393,387 | 增持 |
| 15 | IDEV | ISHARES TR | $12.8M | 0.65% | 143,247 | 减持 |
| 16 | NUEM | NUSHARES ETF TR | $12.4M | 0.63% | 292,166 | 增持 |
| 17 | AGG | ISHARES TR | $11.2M | 0.57% | 113,244 | 减持 |
| 18 | GOVT | ISHARES TR | $10.6M | 0.54% | 466,476 | 减持 |
| 19 | XLE | SELECT SECTOR SPDR TR | $9.9M | 0.50% | 186,996 | 持平 |
| 20 | PABU | ISHARES TR | $6.3M | 0.32% | 83,041 | 减持 |
| 21 | NUDM | NUSHARES ETF TR | $4.1M | 0.21% | 102,152 | 减持 |
| 22 | IGOV | ISHARES TR | $3.1M | 0.16% | 75,814 | 减持 |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $2.9M | 0.15% | 41,302 | 减持 |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $2.8M | 0.14% | 47,575 | 减持 |
| 25 | IBND | SPDR SERIES TRUST | $1.6M | 0.08% | 51,839 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR