Cerity Partners Retirement Plan Advisors LLC 13F 持仓 · 2026年Q2
Cerity Partners Retirement Plan Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 2.39 亿美元。前几大持仓：SPY（27.45%）、VTI（20.45%）、BND（11.09%）。本季前 25 大持仓中：新建仓 11 只、增持 7 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $65.7M | 27.45% | 88,678 | 减持 |
| 2 | VTI | VANGUARD INDEX FDS | $48.9M | 20.45% | 133,330 | 减持 |
| 3 | BND | VANGUARD BD INDEX FDS | $26.5M | 11.09% | 360,195 | 减持 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $24.1M | 10.08% | 407,830 | 增持 |
| 5 | IEMG | ISHARES INC | $22.0M | 9.20% | 265,723 | 新建仓 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $13.4M | 5.61% | 189,205 | 减持 |
| 7 | GOVT | ISHARES TR | $7.1M | 2.96% | 309,532 | 新建仓 |
| 8 | VOO | VANGUARD INDEX FDS | $4.5M | 1.88% | 6,595 | 增持 |
| 9 | AGG | ISHARES TR | $3.5M | 1.45% | 34,949 | 新建仓 |
| 10 | CWI | SPDR INDEX SHS FDS | $3.4M | 1.40% | 82,743 | 增持 |
| 11 | SPYG | SPDR SERIES TRUST | $3.4M | 1.40% | 28,172 | 新建仓 |
| 12 | NUDM | NUSHARES ETF TR | $2.1M | 0.90% | 53,941 | 持平 |
| 13 | AOA | ISHARES TR | $1.7M | 0.71% | 17,546 | 增持 |
| 14 | IVV | ISHARES TR | $1.7M | 0.71% | 2,271 | 新建仓 |
| 15 | IDEV | ISHARES TR | $1.6M | 0.66% | 17,698 | 新建仓 |
| 16 | IJK | ISHARES TR | $949,721 | 0.40% | 8,083 | 增持 |
| 17 | QUAL | ISHARES TR | $884,125 | 0.37% | 4,029 | 新建仓 |
| 18 | NUEM | NUSHARES ETF TR | $816,428 | 0.34% | 19,239 | 持平 |
| 19 | SPAB | SPDR SERIES TRUST | $822,883 | 0.34% | 32,245 | 新建仓 |
| 20 | IEI | ISHARES TR | $722,270 | 0.30% | 6,150 | 增持 |
| 21 | AOR | ISHARES TR | $586,978 | 0.25% | 8,469 | 增持 |
| 22 | MTUM | ISHARES TR | $601,644 | 0.25% | 1,755 | 新建仓 |
| 23 | JSTC | TIDAL TRUST I | $554,243 | 0.23% | 24,224 | 持平 |
| 24 | BIL | SPDR SERIES TRUST | $497,093 | 0.21% | 5,425 | 新建仓 |
| 25 | ANGL | VANECK ETF TRUST | $445,711 | 0.19% | 15,243 | 新建仓 |
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