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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 22
增持 84
减持 31
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SER TR
-$15.4M
78,739
-74%
增持
SPTS
SPDR SER TR
+$14.1M
526,100
+1089%
增持
—
BANK MONTREAL QUE
+$6.6M
19,578
+2433%
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
UPS
UNITED PARCEL SERVICE INC
-$6.4M
342,530
-2%
清仓
—
PROSHARES TR II
-$4.9M
0
-100%
建仓
SGOV
ISHARES TR
+$4.1M
40,935
减持
COWZ
PACER FDS TR
-$4.0M
126,703
-34%
清仓
UNG
UNITED STS NAT GAS FD LP
-$3.6M
0
-100%
增持
SMCI
SUPER MICRO COMPUTER INC
+$3.0M
153,005
+110%
增持
XLV
SELECT SECTOR SPDR TR
+$3.0M
23,109
+698%
建仓
KOLD
PROSHARES TR II
+$2.9M
150,000
增持
JNJ
JOHNSON & JOHNSON
+$2.6M
18,461
+437%
增持
PG
PROCTER AND GAMBLE CO
+$2.5M
22,975
+172%
清仓
FENY
FIDELITY COVINGTON TRUST
-$2.3M
0
-100%
减持
AAPL
APPLE INC
-$1.9M
64,367
-0%
减持
XLC
SELECT SECTOR SPDR TR
-$1.8M
13,909
-57%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$1.4M
0
-100%
清仓
DEO
DIAGEO PLC
-$1.4M
0
-100%
减持
MARA
MARA HOLDINGS INC
-$1.4M
70,001
-46%
增持
ABBV
ABBVIE INC
+$1.3M
21,517
+18%
增持
EVR
EVERCORE INC
-$1.1M
15,303
+3%
增持
KBDC
KAYNE ANDERSON BDC INC
+$1.1M
137,620
+93%
建仓
—
TIDAL ETF TR
+$1.0M
51,957
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
6,486
+21%
增持
XLE
SELECT SECTOR SPDR TR
+$1.0M
18,712
+116%
增持
CVX
CHEVRON CORP NEW
+$957.3K
19,785
+22%
增持
GILD
GILEAD SCIENCES INC
+$917.4K
21,287
+34%
增持
RTX
RTX CORPORATION
+$803.2K
19,826
+26%
增持
WM
WASTE MGMT INC DEL
+$761.2K
9,219
+35%
清仓
—
TIDAL ETF TR
-$753.7K
0
-100%
增持
HFSI
HARTFORD FDS EXCHANGE TRADED
+$744.8K
336,672
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$735.0K
29,439
+27%
建仓
CCSB
TIDAL TR II
+$720.9K
35,497
增持
AIG
AMERICAN INTL GROUP INC
+$675.1K
35,530
+7%
增持
COST
COSTCO WHSL CORP NEW
+$671.5K
3,564
+21%
增持
LMT
LOCKHEED MARTIN CORP
+$671.5K
4,813
+58%
减持
QQQ
INVESCO QQQ TR
-$660.0K
7,588
-8%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$643.8K
5,996
+40%
增持
KMI
KINDER MORGAN INC DEL
+$636.4K
73,546
+38%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$629.0K
0
-100%
增持
WSM
WILLIAMS SONOMA INC
-$604.2K
23,683
+1%
增持
AMZN
AMAZON COM INC
-$575.4K
22,991
+2%
增持
—
EXXON MOBIL CORP
+$573.9K
30,985
+7%
减持
LLY
ELI LILLY & CO
+$559.6K
10,585
-0%
增持
NVDA
NVIDIA CORPORATION
-$548.9K
43,921
+11%
增持
AMD
ADVANCED MICRO DEVICES INC
+$537.7K
22,360
+53%
增持
FUTY
FIDELITY COVINGTON TRUST
+$535.2K
54,117
+19%
增持
MTH
MERITAGE HOMES CORP
-$533.7K
17,784
+52%
增持
XLF
SELECT SECTOR SPDR TR
+$516.3K
75,630
+12%
增持
GLD
SPDR GOLD TR
+$492.4K
10,602
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$485.4K
14,793
+13%
增持
IBDV
ISHARES TR
+$479.1K
347,119
+5%
增持
SCHR
SCHWAB STRATEGIC TR
+$476.2K
315,849
+4%
减持
ORCL
ORACLE CORP
-$475.3K
17,668
-0%
减持
—
ALLEGION PLC
-$456.9K
12,173
-22%
增持
WMT
WALMART INC
+$451.9K
28,178
+26%
建仓
BND
VANGUARD BD INDEX FDS
+$433.1K
5,896
清仓
WDTE
TIDAL TR II
-$411.2K
0
-100%
增持
PFE
PFIZER INC
+$408.6K
106,161
+23%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$380.5K
27,913
+9%
清仓
—
TIDAL ETF TR
-$374.6K
0
-100%
增持
AVGO
BROADCOM INC
-$354.2K
6,219
+3%
减持
PSFF
PACER FDS TR
-$351.9K
23,325
-33%
增持
SCHQ
SCHWAB STRATEGIC TR
+$338.5K
132,153
+4%
减持
GOOG
ALPHABET INC
-$329.4K
9,302
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$324.0K
203,623
+4%
增持
DKS
DICKS SPORTING GOODS INC
-$323.6K
15,133
+3%
建仓
VOTE
TCW ETF TRUST
+$316.7K
4,844
建仓
—
WOLFSPEED INC
+$306.0K
100,000
增持
TSLA
TESLA INC
+$294.2K
7,270
+85%
减持
UNH
UNITEDHEALTH GROUP INC
-$289.9K
3,677
-16%
减持
MPC
MARATHON PETE CORP
-$287.7K
14,462
-16%
建仓
KSPY
KRANESHARES TRUST
+$282.8K
11,157
增持
UNP
UNION PAC CORP
+$280.0K
11,875
+7%
增持
MSFT
MICROSOFT CORP
-$261.0K
18,494
+8%
减持
GOOGL
ALPHABET INC
-$247.3K
6,762
-1%
建仓
BGT
BLACKROCK FLOATING RATE INC
+$246.6K
19,859
增持
IBDT
ISHARES TR
+$244.9K
151,321
+5%
减持
HTUS
CAPITOL SER TR
-$236.5K
8,792
-40%
清仓
NKE
NIKE INC
-$234.0K
0
-100%
减持
TJX
TJX COS INC NEW
-$231.9K
24,339
-8%
建仓
FXI
ISHARES TR
+$227.5K
6,347
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$219.1K
11,251
+2%
建仓
MELI
MERCADOLIBRE INC
+$218.5K
112
建仓
SLV
ISHARES SILVER TR
+$217.4K
7,015
建仓
VV
VANGUARD INDEX FDS
+$215.0K
836
建仓
T
AT&T INC
+$214.9K
7,599
建仓
QCOM
QUALCOMM INC
+$213.2K
1,388
建仓
IAU
ISHARES GOLD TR
+$210.1K
3,564
建仓
BGIG
ETF SER SOLUTIONS
+$210.0K
7,089
建仓
TLT
ISHARES TR
+$204.7K
2,249
建仓
VTI
VANGUARD INDEX FDS
+$204.3K
743
建仓
GE
GE AEROSPACE
+$201.8K
1,008
建仓
VHT
VANGUARD WORLD FD
+$200.4K
757
增持
MTG
MGIC INVT CORP WIS
+$195.6K
124,964
+2%
增持
THO
THOR INDS INC
-$185.4K
24,891
+15%
增持
XLU
SELECT SECTOR SPDR TR
+$184.3K
7,373
+41%
增持
DIVO
AMPLIFY ETF TR
+$175.4K
66,524
+6%
减持
IVV
ISHARES TR
-$143.6K
5,222
-0%
增持
AGQI
FIRST TR EXCHNG TRADED FD VI
+$136.7K
34,935
+33%
清仓
RCS
PIMCO STRATEGIC INCOME FD
-$133.4K
0
-100%
增持
MRK
MERCK & CO INC
+$132.5K
28,077
+17%
减持
MOH
MOLINA HEALTHCARE INC
-$112.4K
5,625
-17%
增持
CF
CF INDS HLDGS INC
-$107.5K
29,719
+4%
清仓
RIOT
RIOT PLATFORMS INC
-$103.1K
0
-100%
减持
MCD
MCDONALDS CORP
+$95.7K
4,421
-0%
增持
IBDR
ISHARES TR
+$94.3K
66,893
+6%
减持
MA
MASTERCARD INCORPORATED
-$90.0K
6,207
-6%
增持
PAMC
PACER FDS TR
-$88.1K
76,128
+7%
减持
SFY
TIDAL ETF TR
-$87.0K
9,489
-2%
增持
USMV
ISHARES TR
+$81.6K
16,152
+0%
增持
HERD
PACER FDS TR
+$76.5K
63,329
+5%
减持
CDW
CDW CORP
-$72.3K
3,542
-4%
建仓
ACHR
ARCHER AVIATION INC
+$72.0K
10,120
增持
MAGG
MADISON ETFS TRUST
+$68.4K
52,287
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$66.3K
2,294
+0%
增持
CSCO
CISCO SYS INC
+$65.3K
7,064
+13%
增持
HAUS
TIDAL ETF TR
+$62.6K
32,685
+7%
减持
ABT
ABBOTT LABS
+$60.9K
3,257
-1%
增持
INGR
INGREDION INC
+$57.1K
18,820
+4%
增持
SNA
SNAP ON INC
+$56.9K
8,671
+3%
增持
PALC
PACER FDS TR
+$53.1K
192,065
+3%
增持
MSTI
MADISON ETFS TRUST
+$51.9K
49,108
+5%
增持
ADI
ANALOG DEVICES INC
-$51.1K
14,198
+4%
增持
TAIL
CAMBRIA ETF TR
+$45.5K
28,075
+10%
减持
XLK
SELECT SECTOR SPDR TR
-$44.3K
1,450
-2%
增持
IYY
ISHARES TR
-$42.8K
6,353
+0%
增持
GVLU
TIDAL ETF TR
+$34.9K
35,430
+7%
增持
BTGD
TIDAL TR II
+$34.8K
30,601
+3%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$33.4K
134,993
+3%
增持
NEE
NEXTERA ENERGY INC
+$32.2K
12,870
+5%
减持
CAT
CATERPILLAR INC
-$32.2K
922
-1%
增持
MAIA
MAIA BIOTECHNOLOGY INC
-$30.7K
68,248
+0%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$29.8K
23,347
+3%
减持
WTMF
WISDOMTREE TR
-$29.0K
13,374
-4%
增持
AMAT
APPLIED MATLS INC
-$28.8K
1,649
+0%
清仓
CRBU
CARIBOU BIOSCIENCES INC
-$26.8K
0
-100%
增持
AFGR
FIRST TR EXCHNG TRADED FD VI
+$26.4K
17,551
+17%
增持
ILDR
FIRST TR EXCHNG TRADED FD VI
+$24.9K
14,725
+18%
减持
BLK
BLACKROCK INC
-$24.6K
285
-1%
减持
META
META PLATFORMS INC
-$24.2K
917
-3%
减持
BAC
BANK AMERICA CORP
-$23.1K
7,266
-2%
减持
V
VISA INC
-$23.0K
10,632
-10%
增持
DARP
TIDAL TR II
-$22.7K
16,368
+7%
增持
FIAX
TIDAL TR II
+$22.6K
50,689
+6%
增持
EZM
WISDOMTREE TR
-$20.1K
7,267
+0%
增持
MFUT
TIDAL TR II
+$18.8K
37,711
+10%
增持
WOMN
TIDAL TRUST III
+$18.7K
22,143
+3%
增持
CRPT
FIRST TR EXCHNG TRADED FD VI
-$15.8K
27,266
+30%
增持
PEP
PEPSICO INC
+$14.6K
2,879
+5%
