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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 22
增持 51
减持 49
清仓 28
方向
标的
Δ市值
现股数(环比)
建仓
HFSI
HARTFORD FDS EXCHANGE TRADED
+$10.9M
317,447
增持
COWZ
PACER FDS TR
+$7.2M
192,791
+215%
增持
SPYM
SPDR SER TR
+$7.0M
298,280
+53%
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
+$4.9M
88,163
清仓
IBDX
ISHARES TR
-$4.4M
0
-100%
清仓
—
PROSHARES TR II
-$4.1M
0
-100%
增持
IBDV
ISHARES TR
+$4.1M
330,539
+136%
建仓
UNG
UNITED STS NAT GAS FD LP
+$3.6M
215,000
减持
AMAT
APPLIED MATLS INC
-$3.3M
1,648
-91%
清仓
NTAP
NETAPP INC
-$3.2M
0
-100%
减持
CDW
CDW CORP
-$3.2M
3,677
-80%
减持
SPTS
SPDR SER TR
-$3.0M
44,257
-70%
清仓
SM
SM ENERGY CO
-$2.9M
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.8M
349,140
-0%
清仓
XLP
SELECT SECTOR SPDR TR
-$2.7M
0
-100%
清仓
CSL
CARLISLE COS INC
-$2.7M
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$2.6M
5,246
-86%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.5M
4,380
-44%
清仓
CGCP
CAPITAL GRP FIXED INCM ETF T
-$2.4M
0
-100%
减持
LLY
ELI LILLY & CO
-$2.3M
10,599
-22%
减持
MTH
MERITAGE HOMES CORP
-$2.3M
11,664
-47%
减持
MPC
MARATHON PETE CORP
-$2.3M
17,166
-43%
建仓
FENY
FIDELITY COVINGTON TRUST
+$2.3M
95,313
清仓
VLO
VALERO ENERGY CORP
-$2.2M
0
-100%
减持
—
ALLEGION PLC
-$2.2M
15,649
-48%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$2.2M
73,005
建仓
FUTY
FIDELITY COVINGTON TRUST
+$2.2M
45,562
减持
V
VISA INC
-$2.1M
11,863
-37%
减持
TJX
TJX COS INC NEW
-$2.0M
26,459
-42%
减持
MA
MASTERCARD INCORPORATED
-$2.0M
6,632
-38%
清仓
SDFI
AB ACTIVE ETFS INC
-$2.0M
0
-100%
减持
MOH
MOLINA HEALTHCARE INC
-$2.0M
6,752
-44%
清仓
DG
DOLLAR GEN CORP NEW
-$2.0M
0
-100%
清仓
EOG
EOG RES INC
-$1.9M
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$1.9M
0
-100%
清仓
GL
GLOBE LIFE INC
-$1.7M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.5M
23,134
+518%
建仓
IBDR
ISHARES TR
+$1.5M
63,363
建仓
LMT
LOCKHEED MARTIN CORP
+$1.5M
3,043
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.5M
4,297
建仓
GILD
GILEAD SCIENCES INC
+$1.5M
15,891
建仓
KMI
KINDER MORGAN INC DEL
+$1.5M
53,353
增持
PFE
PFIZER INC
+$1.4M
85,997
+175%
建仓
DEO
DIAGEO PLC
+$1.4M
11,194
增持
RTX
RTX CORPORATION
+$1.4M
15,753
+337%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
13,113
+83%
建仓
WM
WASTE MGMT INC DEL
+$1.4M
6,805
增持
WMT
WALMART INC
+$1.3M
22,378
+159%
增持
ABBV
ABBVIE INC
+$1.3M
18,256
+87%
减持
WSM
WILLIAMS SONOMA INC
+$1.3M
23,482
-1%
增持
CVX
CHEVRON CORP NEW
+$1.3M
16,242
+134%
建仓
KBDC
KAYNE ANDERSON BDC INC
+$1.2M
71,270
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
2,945
+73%
增持
TSLA
TESLA INC
+$1.2M
3,937
+167%
建仓
SFY
TIDAL ETF TR
+$1.1M
9,685
增持
IBDT
ISHARES TR
+$1.0M
143,675
+40%
清仓
—
TIDAL ETF TR
-$988.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$873.5K
39,534
-7%
减持
SCHQ
SCHWAB STRATEGIC TR
-$844.7K
126,975
-15%
建仓
BTGD
TIDAL TR II
+$785.7K
29,805
减持
BA
BOEING CO
-$698.7K
1,243
-80%
减持
SCHR
SCHWAB STRATEGIC TR
-$656.2K
303,655
-8%
减持
EVR
EVERCORE INC
-$639.0K
14,863
-1%
清仓
GLTR
ABRDN PRECIOUS METALS BASKET
-$635.4K
0
-100%
增持
DKS
DICKS SPORTING GOODS INC
+$501.4K
14,743
+0%
清仓
BAK
BRASKEM S A
-$453.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$448.9K
28,921
-2%
增持
MARA
MARA HOLDINGS INC
+$443.0K
130,101
+45%
增持
XLC
SELECT SECTOR SPDR TR
+$437.6K
32,033
+15%
增持
MSFT
MICROSOFT CORP
+$415.0K
17,090
+6%
清仓
MSTR
MICROSTRATEGY INC
-$353.2K
0
-100%
减持
THO
THOR INDS INC
-$350.6K
21,653
-2%
减持
MCD
MCDONALDS CORP
-$338.1K
4,434
-20%
增持
SCHD
SCHWAB STRATEGIC TR
-$337.0K
196,532
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$319.2K
8,675
+91%
增持
PALC
PACER FDS TR
-$314.4K
185,961
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$304.9K
67,264
+13%
清仓
—
BLACKROCK INC
-$294.7K
0
-100%
建仓
BLK
BLACKROCK INC
+$294.4K
287
清仓
SCHW
SCHWAB CHARLES CORP
-$284.6K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$280.4K
3,788
减持
UNP
UNION PAC CORP
-$257.6K
11,074
-1%
清仓
VHT
VANGUARD WORLD FD
-$257.2K
0
-100%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$250.8K
25,507
-1%
清仓
FXI
ISHARES TR
-$237.8K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$236.8K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$229.3K
5,373
+14%
清仓
SLV
ISHARES SILVER TR
-$218.4K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$216.8K
0
-100%
清仓
EWG
ISHARES INC
-$203.8K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$202.5K
0
-100%
清仓
EWJ
ISHARES INC
-$202.0K
0
-100%
增持
INGR
INGREDION INC
-$193.4K
18,083
+2%
减持
HTUS
CAPITOL SER TR
-$193.1K
14,626
-12%
减持
AIG
AMERICAN INTL GROUP INC
-$181.0K
33,158
-2%
减持
IVV
ISHARES TR
-$172.5K
5,229
-4%
减持
CLSK
CLEANSPARK INC
-$167.7K
10,000
-50%
减持
NVO
NOVO-NORDISK A S
-$160.9K
6,140
-6%
增持
ADI
ANALOG DEVICES INC
-$146.8K
13,717
+1%
减持
AMZN
AMAZON COM INC
+$145.0K
22,561
-3%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$144.9K
130,937
+1%
增持
PAMC
PACER FDS TR
-$135.9K
71,441
+1%
建仓
RCS
PIMCO STRATEGIC INCOME FD
+$133.4K
17,512
减持
AAPL
APPLE INC
-$130.2K
64,553
-12%
增持
MTG
MGIC INVT CORP WIS
-$129.1K
122,354
+0%
增持
AFGR
FIRST TR EXCHNG TRADED FD VI
+$125.3K
14,992
+35%
减持
GOOGL
ALPHABET INC
-$114.4K
6,830
-14%
减持
GOOG
ALPHABET INC
+$112.2K
9,361
-0%
增持
SNA
SNAP ON INC
-$111.7K
8,440
+0%
建仓
RIOT
RIOT PLATFORMS INC
+$103.1K
10,100
增持
CF
CF INDS HLDGS INC
+$101.9K
28,481
+2%
清仓
GT
GOODYEAR TIRE & RUBR CO
-$100.6K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$99.3K
10,995
+1%
建仓
NML
NEUBERGER BERMAN ENERGY INFR
+$93.3K
10,566
减持
UUP
INVESCO DB US DLR INDEX TR
-$92.1K
21,381
-12%
减持
DIVO
AMPLIFY ETF TR
-$91.9K
62,668
-0%
增持
MAGG
MADISON ETFS TRUST
+$89.0K
49,526
+11%
增持
CSCO
CISCO SYS INC
+$84.5K
6,260
+27%
减持
PSFF
PACER FDS TR
-$84.2K
34,749
-8%
增持
AGQI
FIRST TR EXCHNG TRADED FD VI
+$77.3K
26,215
+35%
增持
ILDR
FIRST TR EXCHNG TRADED FD VI
+$76.7K
12,478
+34%
减持
QQQ
INVESCO QQQ TR
-$76.1K
8,251
-3%
减持
XLV
SELECT SECTOR SPDR TR
-$68.4K
2,895
-8%
增持
MSTI
MADISON ETFS TRUST
+$67.0K
46,910
+8%
减持
SBUX
STARBUCKS CORP
-$63.7K
2,676
-17%
增持
PG
PROCTER AND GAMBLE CO
+$56.4K
8,432
+0%
增持
MFUT
TIDAL TR II
+$56.3K
34,139
+10%
减持
GLD
SPDR GOLD TR
-$54.7K
10,583
-1%
增持
CRPT
FIRST TR EXCHNG TRADED FD VI
+$54.7K
20,915
+22%
增持
USMV
ISHARES TR
-$54.2K
16,119
+0%
减持
IUS
INVESCO EXCH TRD SLF IDX FD
-$53.6K
5,696
-13%
增持
WOMN
TIDAL TRUST III
+$52.3K
21,518
+9%
减持
CAT
CATERPILLAR INC
-$52.2K
927
-1%
减持
BAC
BANK AMERICA CORP
-$51.6K
7,423
-11%
减持
MS
MORGAN STANLEY
-$50.2K
3,676
-6%
增持
—
TIDAL ETF TR
+$49.9K
37,184
+7%
增持
FIAX
TIDAL TR II
+$47.5K
47,984
+8%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$46.3K
22,682
+10%
减持
PEP
PEPSICO INC
-$46.2K
2,743
-2%
增持
JNJ
JOHNSON & JOHNSON
-$45.2K
3,440
+0%
减持
ITA
ISHARES TR
-$41.8K
1,661
-11%
增持
HAUS
TIDAL ETF TR
+$34.8K
30,653
+9%
减持
WTMF
WISDOMTREE TR
-$31.5K
13,897
-5%
增持
DARP
TIDAL TR II
+$31.0K
15,279
+10%
增持
TAIL
CAMBRIA ETF TR
+$28.4K
25,462
+12%
建仓
CRBU
CARIBOU BIOSCIENCES INC
+$26.8K
16,847
减持
—
EATON CORP PLC
-$25.7K
756
-2%
增持
EZM
WISDOMTREE TR
-$24.3K
7,250
+0%
增持
—
TIDAL ETF TR
+$20.7K
19,557
+9%
增持
WDTE
TIDAL TR II
+$17.6K
10,612
+12%
