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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 47
增持 72
减持 18
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
WTMF
WISDOMTREE TR
+$10.2M
289,644
建仓
PALC
PACER FDS TR
+$8.0M
187,039
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$7.6M
129,085
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。
建仓
—
PROSHARES TR II
+$7.6M
341,200
建仓
TRPA
HARTFORD FDS EXCHANGE TRADED
+$6.9M
177,500
减持
UPS
UNITED PARCEL SERVICE INC
-$6.6M
328,497
-2%
清仓
AAXJ
svISHARES TR
-$6.0M
0
-100%
减持
—
BANK MONTREAL MEDIUM
-$5.9M
1,013
-98%
建仓
FLAX
FRANKLIN TEMPLETON ETF TR
+$4.0M
198,742
建仓
MTH
MERITAGE HOMES CORP
+$3.5M
22,857
建仓
SPYM
SPDR SER TR
+$3.3M
57,417
增持
TSLA
TESLA INC
-$2.9M
42,302
+0%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$2.7M
0
-100%
清仓
BCC
BOISE CASCADE CO DEL
-$2.7M
0
-100%
减持
NUGT
DIREXION SHS ETF TR
-$2.6M
41,540
-70%
建仓
SCHD
SCHWAB STRATEGIC TR
+$2.5M
32,325
建仓
GPC
GENUINE PARTS CO
+$2.5M
17,531
清仓
ALB
ALBEMARLE CORP
-$2.4M
0
-100%
增持
LLY
ELI LILLY & CO
+$2.4M
13,537
+1%
建仓
GLD
SPDR GOLD TR
+$2.1M
11,234
增持
AAPL
APPLE INC
+$1.9M
72,765
+6%
清仓
KOLD
PROSHARES TR II
-$1.8M
0
-100%
建仓
CF
CF INDS HLDGS INC
+$1.8M
23,526
建仓
INGR
INGREDION INC
+$1.6M
14,374
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$1.5M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$1.5M
5,514
-60%
增持
MSFT
MICROSOFT CORP
+$1.3M
12,840
+4%
增持
—
EXXON MOBIL CORP
+$1.2M
24,495
+120%
减持
BAK
BRASKEM S A
-$1.1M
30,955
-81%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
3,203
+20%
清仓
COTY
COTY INC
-$1.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$997.0K
22,311
+1%
建仓
—
AMPLIFY ETF TR
+$975.9K
37,580
增持
V
VISA INC
+$958.0K
17,496
+4%
建仓
TLT
ISHARES TR
+$945.9K
10,049
增持
DKS
DICKS SPORTING GOODS INC
+$897.3K
16,723
+6%
增持
HERD
PACER FDS TR
+$842.6K
33,189
+209%
增持
IEF
ISHARES TR
+$807.4K
57,268
+14%
增持
MA
MASTERCARD INCORPORATED
+$794.0K
10,322
+4%
增持
—
ALLEGION PLC
+$786.8K
27,170
+8%
建仓
—
TIDAL ETF TR
+$780.2K
44,713
建仓
—
KRANESHARES TR
+$771.6K
52,778
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$755.0K
12,647
建仓
FIAX
TIDAL ETF TR II
+$739.5K
37,615
增持
MPC
MARATHON PETE CORP
+$680.7K
28,620
+3%
增持
WSM
WILLIAMS SONOMA INC
+$671.2K
12,960
+5%
建仓
WOMN
IMPACT SHS TR I
+$651.9K
18,812
增持
MRK
MERCK & CO INC
+$630.2K
21,309
+7%
增持
CDW
CDW CORP
+$626.7K
17,542
+3%
增持
EVR
EVERCORE INC
+$625.5K
14,584
+4%
建仓
GVLU
TIDAL ETF TR
+$623.6K
28,896
建仓
USFR
WISDOMTREE TR
+$586.8K
11,661
增持
—
INVESCO QQQ TR
+$576.9K
6,927
+4%
建仓
—
ACCENTURE PLC IRELAND
+$560.7K
1,514
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$518.3K
19,477
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$494.0K
21,975
建仓
XLV
SELECT SECTOR SPDR TR
+$490.2K
3,442
增持
UNP
UNION PAC CORP
+$469.8K
8,442
+7%
增持
TJX
TJX COS INC NEW
+$462.6K
42,947
+3%
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$462.0K
5,288
增持
THO
THOR INDS INC
+$459.9K
18,081
+7%
建仓
DUSA
DAVIS FUNDAMENTAL ETF TR
+$420.3K
11,296
增持
MTG
MGIC INVT CORP WIS
+$405.1K
111,213
+7%
建仓
MGMT
UNIFIED SER TR
+$386.9K
10,906
增持
SNA
SNAP ON INC
+$379.6K
7,030
+7%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$377.2K
13,429
增持
MOH
MOLINA HEALTHCARE INC
+$372.5K
10,653
+4%
增持
AIG
AMERICAN INTL GROUP INC
+$367.3K
29,620
+7%
增持
IVV
ISHARES TR
+$359.1K
5,176
+1%
建仓
VTI
VANGUARD INDEX FDS
+$357.0K
1,463
建仓
—
TIDAL TR II
+$347.0K
19,569
增持
ADI
ANALOG DEVICES INC
+$333.4K
12,140
+6%
建仓
XLU
SELECT SECTOR SPDR TR
+$330.8K
5,494
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$328.0K
0
-100%
增持
DE
DEERE & CO
+$327.3K
7,687
+10%
建仓
WIW
WESTERN AST INFL LKD OPP & I
+$322.8K
37,799
建仓
—
TIDAL ETF TR
+$311.5K
16,078
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$304.3K
4,483
+8%
建仓
XLF
SELECT SECTOR SPDR TR
+$292.8K
7,556
增持
GOOG
ALPHABET INC
+$285.5K
11,918
+9%
建仓
ITA
ISHARES TR
+$267.8K
2,174
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$261.4K
20,449
+11%
清仓
TXN
TEXAS INSTRS INC
-$259.8K
0
-100%
增持
ABBV
ABBVIE INC
+$257.8K
9,161
+4%
增持
GOOGL
ALPHABET INC
+$252.7K
7,567
+19%
建仓
PGR
PROGRESSIVE CORP
+$250.7K
1,376
建仓
INDA
ISHARES TR
+$250.2K
4,994
增持
AVGO
BROADCOM INC
+$246.0K
579
+2%
建仓
TAIL
CAMBRIA ETF TR
+$239.8K
19,355
建仓
AFGR
FIRST TR EXCHNG TRADED FD VI
+$237.0K
9,205
清仓
BFLY
BUTTERFLY NETWORK INC
-$236.6K
0
-100%
清仓
DIS
DISNEY WALT CO
-$234.7K
0
-100%
建仓
NFLX
NETFLIX INC
+$227.6K
405
增持
MSM
MSC INDL DIRECT INC
+$224.0K
14,723
+17%
建仓
—
BLACKROCK INC
+$224.0K
286
建仓
PH
PARKER-HANNIFIN CORP
+$222.4K
437
建仓
—
EATON CORP PLC
+$215.3K
799
增持
HD
HOME DEPOT INC
+$213.8K
2,078
+20%
清仓
NEE
NEXTERA ENERGY INC
-$209.7K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$205.4K
8,288
+8%
增持
NVO
NOVO-NORDISK A S
+$204.1K
6,140
+7%
建仓
AMAT
APPLIED MATLS INC
+$200.2K
1,170
增持
DIOD
DIODES INC
-$200.0K
41,018
+9%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$194.3K
15,971
+11%
增持
ORCL
ORACLE CORP
+$189.7K
18,053
+0%
增持
META
META PLATFORMS INC
+$187.5K
987
+11%
增持
VLO
VALERO ENERGY CORP
+$184.9K
13,759
+12%
增持
DINO
HF SINCLAIR CORP
+$181.4K
30,196
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$161.7K
6,966
+5%
增持
KLAC
KLA CORP
+$161.2K
994
+1%
增持
PFE
PFIZER INC
-$160.3K
83,843
+16%
增持
PG
PROCTER AND GAMBLE CO
+$157.6K
8,609
+4%
减持
ABT
ABBOTT LABS
-$152.2K
2,501
-44%
增持
WMT
WALMART INC
+$145.0K
2,380
+48%
增持
JPM
JPMORGAN CHASE & CO
+$138.9K
4,075
+3%
增持
MCD
MCDONALDS CORP
+$128.9K
4,467
+2%
增持
USMV
ISHARES TR
+$128.6K
16,043
+1%
减持
COST
COSTCO WHSL CORP NEW
+$124.4K
1,033
-4%
增持
IYY
ISHARES TR
+$102.5K
6,295
+1%
减持
YEAR
AB ACTIVE ETFS INC
-$95.8K
86,700
-2%
减持
ADBE
ADOBE INC
+$95.7K
806
-0%
增持
ATKR
ATKORE INC
+$89.8K
24,381
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$89.7K
3,537
+56%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$78.9K
1,763
+1%
增持
JNJ
JOHNSON & JOHNSON
+$71.0K
2,867
+19%
增持
MTUM
ISHARES TR
+$69.4K
2,022
+1%
增持
VHT
VANGUARD WORLD FDS
+$52.8K
1,015
+13%
增持
CRPT
FIRST TR EXCHNG TRADED FD VI
+$51.3K
19,798
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$50.2K
748
+1%
增持
CAT
CATERPILLAR INC
+$50.0K
893
+3%
增持
COWZ
PACER FDS TR
+$49.7K
20,902
+1%
减持
NKE
NIKE INC
-$49.1K
4,693
-13%
增持
IBDS
ISHARES TR
+$45.8K
58,256
+1%
增持
MAIA
MAIA BIOTECHNOLOGY INC
-$45.5K
67,198
+4%
增持
EZM
WISDOMTREE TR
+$36.2K
7,172
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$28.6K
3,716
+0%
减持
IBDR
ISHARES TR
+$28.3K
76,772
-0%
增持
HON
HONEYWELL INTL INC
+$26.9K
3,236
+0%
减持
GGG
GRACO INC
+$22.4K
2,800
-7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$21.9K
1,972
-20%
增持
AJG
GALLAGHER ARTHUR J & CO
+$15.2K
1,404
+1%
减持
TRND
PACER FDS TR
-$11.8K
8,591
-10%
建仓
—
SOBR SAFE INC
+$8.5K
11,017
减持
MS
MORGAN STANLEY
+$8.4K
3,891
-2%
减持
SBUX
STARBUCKS CORP
-$7.6K
2,711
-4%
减持
BAC
BANK AMERICA CORP
-$5.5K
8,427
-19%
增持
PEP
PEPSICO INC
+$4.8K
2,740
+0%
减持
PSFF
PACER FDS TR
-$4.1K
11,932
-9%
增持
CSCO
CISCO SYS INC
+$4.0K
38,514
+9%
清仓
—
SEELOS THERAPEUTICS INC
-$2.1K
0
-100%
