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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 23
增持 78
减持 30
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$7.4M
1,530
-96%
增持
UPS
UNITED PARCEL SERVICE INC
+$6.9M
356,570
+9%
建仓
—
GLOBE LIFE INC
+$5.0M
65,802
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。
减持
TRPA
HARTFORD FDS EXCHANGE TRADED
-$5.0M
50,000
-72%
建仓
IEI
ISHARES TR
+$4.5M
39,769
清仓
FLAX
FRANKLIN TEMPLETON ETF TR
-$4.0M
0
-100%
减持
—
PROSHARES TR II
-$3.7M
291,200
-15%
减持
YEAR
AB ACTIVE ETFS INC
-$3.5M
17,763
-80%
增持
AMAT
APPLIED MATLS INC
+$3.3M
17,459
+1392%
建仓
—
RENAISSANCERE HLDGS LTD
+$3.2M
14,731
清仓
DE
DEERE & CO
-$3.0M
0
-100%
清仓
DIOD
DIODES INC
-$2.8M
0
-100%
建仓
BINC
BLACKROCK ETF TRUST II
+$2.2M
43,215
增持
SCHD
SCHWAB STRATEGIC TR
+$2.2M
60,233
+86%
清仓
IBDR
ISHARES TR
-$1.8M
0
-100%
增持
LLY
ELI LILLY & CO
+$1.5M
14,124
+4%
清仓
IBDS
ISHARES TR
-$1.4M
0
-100%
增持
WSM
WILLIAMS SONOMA INC
+$1.2M
13,189
+2%
增持
MSFT
MICROSOFT CORP
+$1.0M
15,990
+25%
增持
AAPL
APPLE INC
-$952.4K
74,585
+3%
清仓
TLT
ISHARES TR
-$945.9K
0
-100%
增持
ATKR
ATKORE INC
+$936.5K
25,515
+5%
减持
NUGT
DIREXION SHS ETF TR
-$861.1K
6,540
-84%
建仓
NEE
NEXTERA ENERGY INC
+$831.7K
12,419
建仓
MAGG
MADISON ETFS TRUST
+$817.3K
41,229
建仓
BIL
SPDR SER TR
+$787.7K
8,582
清仓
—
KRANESHARES TR
-$771.6K
0
-100%
减持
IEF
ISHARES TR
-$763.9K
50,917
-11%
增持
—
EXXON MOBIL CORP
+$749.2K
27,366
+12%
建仓
ELV
ELEVANCE HEALTH INC
+$741.6K
1,403
减持
DKS
DICKS SPORTING GOODS INC
+$729.6K
16,651
-0%
增持
JPM
JPMORGAN CHASE & CO
+$678.6K
7,247
+78%
增持
NVDA
NVIDIA CORPORATION
+$610.7K
3,277
+2%
增持
GPC
GENUINE PARTS CO
+$547.8K
19,112
+9%
增持
COST
COSTCO WHSL CORP NEW
+$509.7K
1,721
+67%
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$494.0K
0
-100%
建仓
GWW
GRAINGER W W INC
+$464.4K
504
增持
MPC
MARATHON PETE CORP
+$440.8K
29,377
+3%
增持
VLO
VALERO ENERGY CORP
+$431.1K
14,781
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$429.4K
1,589
+112%
增持
UUP
INVESCO DB US DLR INDEX TR
+$415.5K
27,356
+104%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$402.7K
10,171
+23%
建仓
HTUS
CAPITOL SER TR
+$398.8K
10,298
增持
—
INVESCO QQQ TR
+$386.6K
7,901
+14%
增持
PSFF
PACER FDS TR
+$386.0K
26,238
+120%
增持
UNP
UNION PAC CORP
+$375.4K
10,362
+23%
清仓
VTI
VANGUARD INDEX FDS
-$357.0K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$335.4K
0
-100%
增持
AIG
AMERICAN INTL GROUP INC
+$335.2K
31,562
+7%
增持
CDW
CDW CORP
+$334.2K
18,116
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$333.4K
6,716
+90%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$331.7K
0
-100%
建仓
FDX
FEDEX CORP
+$331.4K
1,266
清仓
XLU
SELECT SECTOR SPDR TR
-$330.8K
0
-100%
清仓
WIW
WESTERN AST INFL LKD OPP & I
-$322.8K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$312.3K
7,145
+30%
建仓
LOW
LOWES COS INC
+$301.2K
1,321
增持
GLD
SPDR GOLD TR
+$290.1K
11,315
+1%
减持
HD
HOME DEPOT INC
-$280.3K
1,369
-34%
清仓
—
LINDE PLC
-$277.2K
0
-100%
建仓
CPER
UNITED STS COMMODITY INDEX F
+$272.9K
9,638
增持
SWKS
SKYWORKS SOLUTIONS INC
+$270.1K
17,636
+10%
减持
ADBE
ADOBE INC
-$267.0K
521
-35%
增持
ADI
ANALOG DEVICES INC
+$264.9K
12,973
+7%
清仓
CPRT
COPART INC
-$260.0K
0
-100%
建仓
SRE
SEMPRA
+$258.8K
3,613
清仓
—
ALCON AG
-$256.7K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$255.9K
1,304
增持
INGR
INGREDION INC
+$254.8K
16,096
+12%
减持
WTMF
WISDOMTREE TR
+$251.1K
284,631
-2%
清仓
PGR
PROGRESSIVE CORP
-$250.7K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$250.0K
0
-100%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$248.1K
23,165
+13%
增持
MTG
MGIC INVT CORP WIS
+$248.0K
117,737
+6%
建仓
FXI
ISHARES TR
+$246.7K
9,680
清仓
GGG
GRACO INC
-$241.0K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$239.3K
1,969
建仓
—
CARNIVAL CORP
+$229.7K
15,500
增持
CF
CF INDS HLDGS INC
+$225.8K
25,531
+9%
增持
MRK
MERCK & CO INC
+$225.8K
22,555
+6%
建仓
IAU
ISHARES GOLD TR
+$223.4K
5,160
增持
MCD
MCDONALDS CORP
+$218.4K
5,478
+23%
建仓
—
NEW YORK CMNTY BANCORP INC
+$217.3K
82,000
建仓
—
SUPER MICRO COMPUTER INC
+$214.7K
250
增持
HERD
PACER FDS TR
+$207.0K
37,733
+14%
增持
EVR
EVERCORE INC
+$206.6K
15,186
+4%
建仓
INTC
INTEL CORP
+$200.8K
6,591
增持
GOOGL
ALPHABET INC
+$194.2K
7,872
+4%
减持
GOOG
ALPHABET INC
-$192.1K
9,325
-22%
减持
NKE
NIKE INC
-$177.2K
3,149
-33%
建仓
—
PARAMOUNT GLOBAL
+$170.8K
15,000
增持
IVV
ISHARES TR
+$141.5K
5,361
+4%
增持
AMZN
AMAZON COM INC
+$138.0K
22,501
+1%
增持
CSCO
CISCO SYS INC
+$119.4K
43,129
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$118.5K
7,488
+7%
增持
COWZ
PACER FDS TR
+$114.9K
21,724
+4%
增持
WMT
WALMART INC
+$114.2K
8,687
+265%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$111.0K
126,798
-2%
增持
THO
THOR INDS INC
-$103.7K
19,740
+9%
增持
MOH
MOLINA HEALTHCARE INC
+$100.1K
11,226
+5%
减持
PFE
PFIZER INC
-$98.3K
83,116
-1%
增持
—
ACCENTURE PLC IRELAND
-$96.4K
1,543
+2%
减持
SPYM
SPDR SER TR
-$94.9K
54,732
-5%
增持
V
VISA INC
+$86.0K
18,270
+4%
增持
CRPT
FIRST TR EXCHNG TRADED FD VI
+$85.1K
21,138
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$83.7K
4,627
+3%
增持
MSM
MSC INDL DIRECT INC
+$82.2K
16,858
+15%
增持
KLAC
KLA CORP
+$78.8K
1,001
+1%
减持
ORCL
ORACLE CORP
-$75.1K
17,812
-1%
增持
JNJ
JOHNSON & JOHNSON
+$72.6K
3,592
+25%
增持
—
ALLEGION PLC
+$72.2K
28,703
+6%
增持
XLF
SELECT SECTOR SPDR TR
+$71.3K
9,022
+19%
增持
TJX
TJX COS INC NEW
+$70.7K
44,867
+4%
增持
AXP
AMERICAN EXPRESS CO
+$70.4K
1,534
+9%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$65.8K
5,342
+1%
增持
NVO
NOVO-NORDISK A S
+$65.4K
6,169
+0%
增持
AVGO
BROADCOM INC
+$59.6K
599
+3%
增持
PG
PROCTER AND GAMBLE CO
+$57.0K
8,695
+1%
增持
DINO
HF SINCLAIR CORP
+$55.2K
33,200
+10%
减持
BAK
BRASKEM S A
-$48.6K
20,953
-32%
减持
PALC
PACER FDS TR
+$46.0K
181,883
-3%
增持
SCHW
SCHWAB CHARLES CORP
+$44.1K
3,730
+0%
减持
VHT
VANGUARD WORLD FD
-$42.7K
864
-15%
增持
BAC
BANK AMERICA CORP
+$35.2K
8,463
+0%
减持
MTH
MERITAGE HOMES CORP
-$28.7K
20,746
-9%
减持
—
EATON CORP PLC
+$28.5K
766
-4%
增持
AFGR
FIRST TR EXCHNG TRADED FD VI
+$25.5K
10,113
+10%
减持
—
AMPLIFY ETF TR
+$24.2K
37,349
-1%
增持
CAT
CATERPILLAR INC
+$22.8K
926
+4%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$22.8K
19,229
-1%
减持
GVLU
TIDAL ETF TR
+$22.7K
28,565
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$20.4K
3,893
+6%
增持
MS
MORGAN STANLEY
+$19.4K
3,893
+0%
减持
ABT
ABBOTT LABS
-$17.2K
2,472
-1%
增持
ROK
ROCKWELL AUTOMATION INC
+$17.0K
1,086
+4%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$16.9K
12,962
+2%
增持
IYY
ISHARES TR
+$16.4K
6,305
+0%
增持
EZM
WISDOMTREE TR
+$13.3K
7,191
+0%
增持
—
BLACKROCK INC
+$13.1K
314
+10%
增持
ABBV
ABBVIE INC
-$12.5K
9,570
+4%
减持
WOMN
IMPACT SHS TR I
-$11.7K
18,630
-1%
增持
META
META PLATFORMS INC
-$11.6K
1,027
+4%
增持
—
TIDAL TR II
-$11.5K
20,183
+3%
减持
XLV
SELECT SECTOR SPDR TR
-$10.9K
3,415
-1%
增持
SBUX
STARBUCKS CORP
-$10.7K
2,713
+0%
减持
ITA
ISHARES TR
+$10.5K
2,143
-1%
减持
—
TIDAL ETF TR
+$10.2K
16,070
-0%
减持
—
TIDAL ETF TR
+$10.1K
44,179
-1%
增持
FIAX
TIDAL TR II
-$9.3K
38,353
+2%
增持
MA
MASTERCARD INCORPORATED
+$9.1K
10,469
+1%
