小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Centric Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Centric Wealth Management
报告期 2026-03-31 · CIK 0001752761
持仓数
203
前50大市值合计
$356.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 21
增持 79
减持 32
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
BABA
ALIBABA GROUP HLDG LTD
+$13.0M
121,639
+6692%
建仓
COWZ
PACER FDS TR
+$5.7M
114,653
减持
SCHD
SCHWAB STRATEGIC TR
-$5.2M
3,625
-95%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
C
CITIGROUP INC
+$4.2M
181,441
+98%
清仓
CEW
WISDOMTREE TR
-$3.5M
0
-100%
增持
BAC
BK OF AMERICA CORP
+$3.3M
92,102
+682%
减持
EMB
ISHARES TR
-$2.7M
13,466
-63%
清仓
BIZD
VANECK ETF TRUST
-$2.7M
0
-100%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$2.7M
0
-100%
减持
ET
ENERGY TRANSFER L P
-$2.6M
218,709
-65%
清仓
CWB
SPDR SER TR
-$2.6M
0
-100%
建仓
SCHH
SCHWAB STRATEGIC TR
+$2.4M
97,428
建仓
MBB
ISHARES TR
+$2.3M
22,227
建仓
IEF
ISHARES TR
+$2.3M
20,939
增持
MUB
ISHARES TR
+$2.2M
22,346
+1095%
建仓
IGLB
ISHARES TR
+$2.2M
35,376
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$2.2M
200,175
建仓
ZROZ
PIMCO ETF TR
+$2.1M
15,663
增持
—
BANK OF MONTREAL
+$2.0M
125,787
+435%
减持
QQQ
INVESCO QQQ TR
-$1.9M
7,678
-35%
清仓
XLK
SELECT SECTOR SPDR TR
-$1.8M
0
-100%
减持
HON
HONEYWELL INTL INC
-$1.8M
3,523
-71%
清仓
XLY
SELECT SECTOR SPDR TR
-$1.7M
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$1.7M
49,441
+75%
清仓
XLB
SELECT SECTOR SPDR TR
-$1.6M
0
-100%
建仓
IAU
ISHARES GOLD TR
+$1.6M
43,544
减持
MTUM
ISHARES TR
-$1.6M
2,370
-78%
清仓
UWM
PROSHARES TR
-$1.6M
0
-100%
清仓
SPHB
INVESCO EXCH TRADED FD TR II
-$1.6M
0
-100%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$1.6M
23,245
清仓
XLI
SELECT SECTOR SPDR TR
-$1.5M
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.5M
11,092
建仓
IWD
ISHARES TR
+$1.5M
9,120
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.5M
0
-100%
建仓
POWA
INVESCO EXCH TRD SLF IDX FD
+$1.5M
21,028
建仓
SDY
SPDR SER TR
+$1.5M
11,356
建仓
USDU
WISDOMTREE TR
+$1.5M
54,979
建仓
QUAL
ISHARES TR
+$1.5M
10,785
增持
XLP
SELECT SECTOR SPDR TR
+$1.4M
22,179
+615%
增持
HD
HOME DEPOT INC
-$1.1M
10,077
+2%
减持
AAPL
APPLE INC
-$971.0K
83,075
-5%
建仓
NIO
NIO INC
+$850.0K
40,385
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$834.0K
76,882
+2%
增持
ZTS
ZOETIS INC
-$824.0K
16,080
+2%
减持
META
META PLATFORMS INC
-$783.0K
6,785
-0%
清仓
OXY
OCCIDENTAL PETE CORP
-$634.0K
0
-100%
增持
TROW
PRICE T ROWE GROUP INC
-$585.0K
14,780
+3%
增持
PTIN
PACER FDS TR
-$574.0K
208,072
+2%
增持
TJX
TJX COS INC NEW
-$509.0K
36,731
+2%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$399.0K
27,484
+1%
增持
—
BERRY GLOBAL GROUP INC
-$375.0K
28,685
+4%
建仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$365.0K
21,468
减持
UPS
UNITED PARCEL SERVICE INC
-$354.0K
379,290
-0%
增持
GOOG
ALPHABET INC
+$335.0K
554
+32%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$328.0K
0
-100%
增持
CDW
CDW CORP
-$325.0K
14,572
+2%
增持
DKS
DICKS SPORTING GOODS INC
-$308.0K
21,520
+1%
清仓
IQLT
ISHARES TR
-$305.0K
0
-100%
增持
SBUX
STARBUCKS CORP
-$305.0K
15,642
+6%
减持
PYPL
PAYPAL HLDGS INC
-$270.0K
3,046
-8%
建仓
—
DEUTSCHE BANK A G
+$253.0K
20,001
增持
—
TIDAL ETF TR
-$253.0K
146,232
+21%
增持
—
EXXON MOBIL CORP
+$249.0K
11,500
+0%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$241.0K
3,658
+0%
清仓
—
BLACKROCK INC
-$234.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$225.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$222.0K
14,403
+2%
建仓
TFX
TELEFLEX INCORPORATED
+$213.0K
600
清仓
BUSE
FIRST BUSEY CORP
-$211.0K
0
-100%
减持
PTBD
PACER FDS TR
-$204.0K
49,892
-5%
建仓
F
FORD MTR CO DEL
+$187.0K
11,053
减持
DIS
DISNEY WALT CO
-$186.0K
3,720
-17%
增持
UNP
UNION PAC CORP
+$183.0K
6,952
+2%
增持
ATKR
ATKORE INC
-$178.0K
18,100
+3%
增持
XLC
SELECT SECTOR SPDR TR
-$170.0K
20,432
+1%
减持
IVV
ISHARES TR
-$169.0K
5,880
-1%
增持
JNJ
JOHNSON & JOHNSON
+$157.0K
13,379
+3%
增持
MRK
MERCK & CO INC
+$157.0K
18,973
+4%
增持
AMGN
AMGEN INC
+$154.0K
5,306
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$151.0K
2,205
+5%
增持
V
VISA INC
+$143.0K
14,195
+2%
减持
LLY
LILLY ELI & CO
+$136.0K
19,224
-1%
减持
MOH
MOLINA HEALTHCARE INC
+$136.0K
10,248
-1%
增持
—
VOLTA INC
-$135.0K
100,000
+67%
增持
CRM
SALESFORCE COM INC
-$134.0K
4,358
+5%
减持
JPM
JPMORGAN CHASE & CO
-$134.0K
5,457
-2%
减持
—
GORES HLDGS VIII INC
-$128.0K
362,414
-1%
增持
KO
COCA COLA CO
+$127.0K
22,562
+5%
增持
NKE
NIKE INC
-$126.0K
4,146
+1%
减持
ABBV
ABBVIE INC
-$124.0K
7,284
-25%
增持
PFE
PFIZER INC
-$123.0K
19,594
+2%
增持
GLD
SPDR GOLD TR
+$123.0K
2,394
+32%
增持
—
GARMIN LTD
-$120.0K
11,222
+5%
增持
NFLX
NETFLIX INC
-$114.0K
977
+23%
增持
WMT
WALMART INC
+$114.0K
12,157
+4%
增持
TSLA
TESLA INC
+$111.0K
4,223
+1%
减持
CVX
CHEVRON CORP NEW
+$103.0K
2,644
-5%
减持
MCD
MCDONALDS CORP
-$101.0K
4,370
-1%
增持
ADI
ANALOG DEVICES INC
-$100.0K
13,454
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$86.0K
3,767
+9%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$83.0K
7,478
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$81.0K
6,372
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$78.0K
6,533
+1%
增持
PSFF
PACER FDS TR
+$76.0K
14,103
+32%
增持
ORCL
ORACLE CORP
-$73.0K
16,353
+0%
减持
CSCO
CISCO SYS INC
-$72.0K
8,360
-1%
增持
PFF
ISHARES TR
-$65.0K
52,200
+5%
减持
IYY
ISHARES TR
-$62.0K
7,251
-2%
增持
USMV
ISHARES TR
-$55.0K
17,241
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$53.0K
3,847
+1%
增持
TGT
TARGET CORP
-$49.0K
6,515
+5%
增持
BBY
BEST BUY INC
-$46.0K
10,431
+7%
增持
EXC
EXELON CORP
-$46.0K
4,556
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$45.0K
6,979
+2%
减持
NVO
NOVO-NORDISK A S
-$44.0K
3,216
-10%
减持
IWM
ISHARES TR
-$43.0K
2,288
-1%
减持
—
KRANESHARES TR
-$41.0K
14,464
-8%
增持
TRND
PACER FDS TR
-$41.0K
16,448
+1%
增持
MA
MASTERCARD INCORPORATED
+$41.0K
8,272
+2%
增持
ABT
ABBOTT LABS
-$40.0K
3,839
+8%
减持
FCX
FREEPORT-MCMORAN INC
+$36.0K
5,046
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$33.0K
5,735
-8%
减持
RODM
LATTICE STRATEGIES TR
-$33.0K
9,493
-8%
增持
—
ASML HOLDING N V
-$30.0K
371
+6%
增持
PG
PROCTER AND GAMBLE CO
-$29.0K
11,477
+5%
减持
AXP
AMERICAN EXPRESS CO
+$29.0K
1,372
-2%
增持
COST
COSTCO WHSL CORP NEW
+$28.0K
900
+4%
增持
NSC
NORFOLK SOUTHN CORP
-$26.0K
3,025
+1%
增持
CMCSA
COMCAST CORP NEW
-$21.0K
6,042
+0%
增持
—
ACCENTURE PLC IRELAND
-$20.0K
663
+13%
增持
AMZN
AMAZON COM INC
+$17.0K
1,294
+3%
增持
MS
MORGAN STANLEY
-$16.0K
4,215
+8%
增持
CVS
CVS HEALTH CORP
-$14.0K
15,821
+1%
增持
EZM
WISDOMTREE TR
-$13.0K
8,686
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$13.0K
424
+7%
增持
PEP
PEPSICO INC
-$13.0K
2,651
+1%
增持
QCOM
QUALCOMM INC
-$13.0K
1,483
+13%
增持
INTC
INTEL CORP
+$12.0K
28,580
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$12.0K
3,343
+0%
建仓
—
IDEANOMICS INC
+$11.0K
10,000
增持
AVGO
BROADCOM INC
-$7.0K
604
+4%
增持
GOOGL
ALPHABET INC
+$6.0K
301
+5%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$6.0K
724
+27%
清仓
—
AGILE THERAPEUTICS INC
-$5.0K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$5.0K
2,796
+2%
减持
CPB
CAMPBELL SOUP CO
+$5.0K
5,046
-0%
增持
MSFT
MICROSOFT CORP
-$4.0K
12,862
+9%
增持
BA
BOEING CO
+$3.0K
2,225
+6%
减持
EQR
EQUITY RESIDENTIAL
-$2.0K
2,378
-0%
增持
—
GLAXOSMITHKLINE PLC
+$1.0K
5,230
+2%
