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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 35
增持 62
减持 31
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
WTMF
WISDOMTREE TR
-$10.0M
14,659
-95%
建仓
SCHR
SCHWAB STRATEGIC TR
+$8.0M
329,584
减持
—
BANK MONTREAL MEDIUM
-$7.6M
933
-96%
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。
清仓
—
GLOBE LIFE INC
-$5.0M
0
-100%
建仓
SCHQ
SCHWAB STRATEGIC TR
+$4.8M
149,615
清仓
GOVT
ISHARES TR
-$4.8M
0
-100%
清仓
SPTI
SPDR SER TR
-$4.8M
0
-100%
建仓
IBDX
ISHARES TR
+$4.4M
178,047
建仓
SPTS
SPDR SER TR
+$4.3M
149,090
建仓
QQQ
INVESCO QQQ TR
+$4.3M
8,493
清仓
ATKR
ATKORE INC
-$3.8M
0
-100%
清仓
—
INVESCO QQQ TR
-$3.7M
0
-100%
建仓
PAMC
PACER FDS TR
+$3.5M
70,763
建仓
IBDV
ISHARES TR
+$3.0M
140,258
建仓
CSL
CARLISLE COS INC
+$2.7M
6,008
建仓
DIVO
AMPLIFY ETF TR
+$2.6M
62,932
建仓
IBDT
ISHARES TR
+$2.6M
102,848
增持
XLF
SELECT SECTOR SPDR TR
+$2.5M
59,454
+471%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$2.4M
109,179
增持
XLU
SELECT SECTOR SPDR TR
+$2.4M
38,596
+395%
清仓
BINC
BLACKROCK ETF TRUST II
-$2.4M
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$2.4M
27,919
+686%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
42,460
+24%
增持
XLP
SELECT SECTOR SPDR TR
+$2.3M
34,456
+483%
建仓
SDFI
AB ACTIVE ETFS INC
+$2.0M
56,165
减持
COWZ
PACER FDS TR
-$2.0M
61,199
-37%
建仓
DG
DOLLAR GEN CORP NEW
+$2.0M
25,318
建仓
EOG
EOG RES INC
+$1.9M
15,126
清仓
DINO
HF SINCLAIR CORP
-$1.8M
0
-100%
建仓
MARA
MARA HOLDINGS INC
+$1.7M
90,001
建仓
GL
GLOBE LIFE INC
+$1.7M
15,000
清仓
TRPA
HARTFORD FDS EXCHANGE TRADED
-$1.6M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.2M
12,080
+203%
清仓
—
AMPLIFY ETF TR
-$1.1M
0
-100%
清仓
IEF
ISHARES TR
-$958.4K
0
-100%
清仓
YEAR
AB ACTIVE ETFS INC
-$941.8K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
+$928.8K
349,416
-2%
增持
V
VISA INC
+$926.0K
18,913
+0%
减持
EVR
EVERCORE INC
+$918.9K
15,060
-2%
建仓
MSTI
MADISON ETFS TRUST
+$887.6K
43,369
减持
MA
MASTERCARD INCORPORATED
+$863.0K
10,631
-0%
清仓
TLT
ISHARES TR
-$824.7K
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$814.7K
0
-100%
减持
ORCL
ORACLE CORP
+$727.1K
17,676
-1%
增持
PALC
PACER FDS TR
+$723.6K
185,366
+1%
增持
AMZN
AMAZON COM INC
+$701.2K
23,201
+3%
增持
SNA
SNAP ON INC
+$680.2K
8,404
+3%
增持
BA
BOEING CO
+$666.1K
6,243
+362%
清仓
EDV
VANGUARD WORLD FD
-$660.0K
0
-100%
清仓
ZROZ
PIMCO ETF TR
-$658.9K
0
-100%
增持
AAPL
APPLE INC
+$640.2K
73,166
+2%
减持
WSM
WILLIAMS SONOMA INC
-$634.4K
23,729
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$600.6K
10,872
+1%
增持
INGR
INGREDION INC
+$558.5K
17,811
+2%
减持
SPYM
SPDR SER TR
+$552.6K
194,729
-4%
建仓
HAUS
TIDAL ETF TR
+$540.5K
28,159
增持
MRK
MERCK & CO INC
-$537.0K
23,828
+2%
减持
MPC
MARATHON PETE CORP
-$531.3K
30,205
-0%
减持
LLY
ELI LILLY & CO
-$528.1K
13,556
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$515.8K
196,498
+212%
建仓
MFUT
TIDAL TR II
+$512.5K
30,929
增持
CDW
CDW CORP
-$491.6K
18,838
+0%
增持
HERD
PACER FDS TR
+$461.4K
57,734
+22%
建仓
RTX
RTX CORPORATION
+$438.1K
3,603
减持
—
PROSHARES TR II
+$437.4K
110,163
-71%
建仓
XLE
SELECT SECTOR SPDR TR
+$423.9K
4,531
增持
PSFF
PACER FDS TR
+$412.7K
37,806
+52%
减持
DKS
DICKS SPORTING GOODS INC
-$412.3K
14,722
-6%
清仓
—
RTX CORPORATION
-$408.0K
0
-100%
增持
HTUS
CAPITOL SER TR
+$407.7K
16,591
+101%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$402.2K
20,644
+6%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$401.8K
129,642
+0%
增持
IVV
ISHARES TR
+$397.5K
5,473
+5%
建仓
WDTE
TIDAL TR II
+$393.6K
9,475
清仓
—
TIDAL TR II
-$392.3K
0
-100%
建仓
IUS
INVESCO EXCH TRD SLF IDX FD
+$336.5K
6,564
减持
MTH
MERITAGE HOMES CORP
-$329.1K
21,971
-1%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$318.7K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$307.5K
0
-100%
增持
GLD
SPDR GOLD TR
+$292.5K
10,652
+1%
增持
CF
CF INDS HLDGS INC
+$281.7K
28,022
+3%
建仓
CLSK
CLEANSPARK INC
+$259.8K
20,000
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$255.6K
112,699
+30%
增持
AMAT
APPLIED MATLS INC
-$243.6K
19,113
+3%
清仓
ADBE
ADOBE INC
-$243.6K
0
-100%
建仓
FXI
ISHARES TR
+$237.8K
7,507
建仓
VZ
VERIZON COMMUNICATIONS INC
+$236.8K
5,754
增持
VLO
VALERO ENERGY CORP
-$235.8K
16,114
+4%
减持
MCD
MCDONALDS CORP
+$225.7K
5,522
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$224.5K
7,159
-2%
建仓
SLV
ISHARES SILVER TR
+$218.4K
7,683
增持
UNH
UNITEDHEALTH GROUP INC
+$218.3K
7,859
+0%
建仓
VTI
VANGUARD INDEX FDS
+$216.8K
739
建仓
TKO
TKO GROUP HOLDINGS INC
+$215.1K
1,789
增持
THO
THOR INDS INC
+$209.9K
21,987
+3%
建仓
XEL
XCEL ENERGY INC
+$209.4K
3,150
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$207.7K
3,741
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$206.3K
0
-100%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$205.5K
25,834
+4%
建仓
EWG
ISHARES INC
+$203.8K
6,386
增持
SPY
SPDR S&P 500 ETF TR
+$202.3K
1,930
+12%
建仓
EWJ
ISHARES INC
+$202.0K
2,912
增持
—
EXXON MOBIL CORP
+$199.2K
29,422
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$180.7K
4,705
+2%
增持
HON
HONEYWELL INTL INC
+$154.9K
3,919
+15%
减持
MOH
MOLINA HEALTHCARE INC
-$152.9K
12,084
-1%
增持
UNP
UNION PAC CORP
+$152.2K
11,199
+2%
减持
ABBV
ABBVIE INC
+$145.5K
9,748
-1%
增持
MSTR
MICROSTRATEGY INC
+$139.4K
1,370
+1023%
减持
—
TIDAL ETF TR
+$137.8K
8,954
-79%
减持
TJX
TJX COS INC NEW
+$131.4K
45,372
-1%
减持
COST
COSTCO WHSL CORP NEW
+$117.6K
1,699
-2%
减持
WMT
WALMART INC
+$113.1K
8,654
-1%
减持
PFE
PFIZER INC
-$107.0K
31,261
-0%
增持
MS
MORGAN STANLEY
+$106.6K
3,896
+0%
建仓
PHK
PIMCO HIGH INCOME FD
+$106.1K
21,016
增持
TSLA
TESLA INC
+$103.7K
1,474
+1%
减持
—
ALLEGION PLC
+$102.7K
30,332
-1%
建仓
GT
GOODYEAR TIRE & RUBR CO
+$100.6K
10,583
增持
USMV
ISHARES TR
+$100.1K
16,067
+0%
减持
META
META PLATFORMS INC
+$98.8K
946
-0%
增持
GOOG
ALPHABET INC
+$97.4K
9,367
+0%
增持
GOOGL
ALPHABET INC
+$92.0K
7,973
+1%
减持
GWW
GRAINGER W W INC
+$82.1K
478
-5%
减持
—
ASML HOLDING N V
-$81.9K
349
-1%
增持
WOMN
TIDAL TRUST III
+$80.5K
19,730
+3%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$78.4K
5,558
+2%
增持
IYY
ISHARES TR
+$77.4K
6,329
+0%
减持
PG
PROCTER AND GAMBLE CO
-$76.1K
8,428
-1%
清仓
—
SIRIUS XM HOLDINGS INC
-$70.2K
0
-100%
增持
CAT
CATERPILLAR INC
+$64.0K
932
+1%
减持
SBUX
STARBUCKS CORP
+$63.2K
3,205
-3%
增持
DARP
TIDAL TR II
+$60.3K
13,871
+4%
增持
FIAX
TIDAL TR II
+$58.0K
44,336
+7%
增持
GVLU
TIDAL ETF TR
+$57.7K
30,311
+3%
增持
AIG
AMERICAN INTL GROUP INC
+$53.5K
33,692
+2%
增持
—
BLACKROCK INC
+$51.4K
286
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$48.1K
1,435
+8%
增持
NTAP
NETAPP INC
-$46.0K
26,572
+3%
增持
CRPT
FIRST TR EXCHNG TRADED FD VI
+$45.2K
17,176
+2%
增持
AFGR
FIRST TR EXCHNG TRADED FD VI
+$44.0K
11,081
+4%
增持
MTUM
ISHARES TR
+$44.0K
2,027
+0%
减持
PEP
PEPSICO INC
-$39.3K
2,813
-3%
增持
ABT
ABBOTT LABS
+$38.1K
3,281
+0%
增持
ILDR
FIRST TR EXCHNG TRADED FD VI
+$36.6K
9,337
+4%
增持
SCHW
SCHWAB CHARLES CORP
+$35.3K
3,757
+0%
增持
SM
SM ENERGY CO
+$34.5K
65,665
+5%
增持
MSFT
MICROSOFT CORP
-$34.3K
16,156
+1%
增持
MAGG
MADISON ETFS TRUST
+$32.8K
44,646
+4%
减持
CSCO
CISCO SYS INC
+$32.4K
4,943
-7%
