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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 19
增持 69
减持 47
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$13.5M
209,122
+182%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.2M
23,242
-38%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$4.2M
117,560
+47%
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
XLB
SELECT SECTOR SPDR TR
+$4.1M
82,149
清仓
—
ETF OPPORTUNITIES TRUST
-$3.8M
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$3.4M
0
-100%
建仓
KOLD
PROSHARES TR II
+$2.4M
120,000
增持
VXUS
VANGUARD STAR FDS
+$2.3M
38,731
+281%
清仓
INGR
INGREDION INC
-$2.3M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$2.3M
8,339
-65%
建仓
IBDX
ISHARES TR
+$1.8M
72,347
增持
ORCL
ORACLE CORP
-$1.8M
17,800
+0%
清仓
IBDR
ISHARES TR
-$1.8M
0
-100%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$1.6M
53,005
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.6M
30,454
+1%
建仓
DVN
DEVON ENERGY CORP NEW
+$1.5M
37,781
增持
MSFT
MICROSOFT CORP
-$1.5M
20,470
+4%
清仓
COIN
COINBASE GLOBAL INC
-$1.4M
0
-100%
减持
LLY
ELI LILLY & CO
+$1.3M
9,416
-5%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
8,623
+77%
减持
MOH
MOLINA HEALTHCARE INC
-$1.3M
3,100
-74%
增持
WMT
WALMART INC
+$1.2M
38,774
+10%
清仓
—
PROSHARES TR II
-$1.2M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$1.1M
6,478
+7%
减持
ADI
ANALOG DEVICES INC
+$1.1M
14,243
-3%
建仓
MU
MICRON TECHNOLOGY INC
+$992.5K
2,267
减持
VOO
VANGUARD INDEX FDS
-$984.9K
31,149
-7%
增持
SCHD
SCHWAB STRATEGIC TR
+$909.6K
235,797
+2%
增持
ABBV
ABBVIE INC
+$894.1K
28,129
+12%
增持
BND
VANGUARD BD INDEX FDS
+$859.6K
22,748
+106%
建仓
MSTU
ETF OPPORTUNITIES TRUST
+$818.4K
125,143
增持
CVX
CHEVRON CORP NEW
+$809.9K
26,595
+10%
增持
GILD
GILEAD SCIENCES INC
+$791.4K
27,085
+5%
增持
—
EXXON MOBIL CORP
+$791.3K
32,258
+0%
减持
JNJ
JOHNSON & JOHNSON
+$759.8K
19,270
-1%
减持
EVR
EVERCORE INC
+$742.7K
14,840
-3%
增持
FNGU
BANK MONTREAL QUE
-$690.6K
71,218
+1%
增持
—
RTX CORPORATION
+$677.5K
23,714
+3%
增持
AAPL
APPLE INC
+$611.8K
69,854
+3%
增持
KMI
KINDER MORGAN INC DEL
+$599.7K
117,427
+7%
清仓
BA
BOEING CO
-$586.3K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$565.5K
49,029
+3%
增持
WM
WASTE MGMT INC DEL
+$540.0K
13,406
+9%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$533.0K
7,500
+6%
减持
GOOG
ALPHABET INC
+$523.8K
9,248
-2%
建仓
CLOX
SERIES PORTFOLIOS TR
+$512.7K
20,000
增持
HFSI
HARTFORD FDS EXCHANGE TRADED
+$506.7K
385,907
+4%
建仓
VLO
VALERO ENERGY CORP
+$505.1K
2,802
减持
GLD
SPDR GOLD TR
+$502.9K
10,162
-3%
减持
IVV
ISHARES TR
-$478.5K
4,342
-15%
增持
GOOGL
ALPHABET INC
+$469.3K
6,224
+5%
减持
PALC
PACER FDS TR
+$465.6K
188,703
-1%
减持
MPC
MARATHON PETE CORP
-$456.6K
11,444
-10%
增持
MAIA
MAIA BIOTECHNOLOGY INC
+$424.7K
586,398
+2%
增持
QCOM
QUALCOMM INC
-$376.1K
15,036
+2%
增持
COST
COSTCO WHSL CORP NEW
+$372.0K
4,835
+2%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$363.5K
29,907
+0%
增持
CSCO
CISCO SYS INC
+$358.0K
12,447
+41%
建仓
—
TOWER SEMICONDUCTOR LTD
+$355.9K
2,600
减持
WSM
WILLIAMS SONOMA INC
+$355.4K
23,309
-2%
建仓
RVMD
REVOLUTION MEDICINES INC
+$331.9K
3,416
增持
HERD
PACER FDS TR
+$317.4K
64,390
+6%
减持
BTGD
TIDAL TRUST II
-$313.6K
29,122
-2%
增持
CL
COLGATE PALMOLIVE CO
+$293.5K
19,638
+0%
减持
DKS
DICKS SPORTING GOODS INC
-$291.8K
15,387
-0%
减持
SNA
SNAP ON INC
+$290.6K
8,873
-1%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$286.3K
4,308
增持
IBDV
ISHARES TR
+$279.3K
394,285
+4%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$268.3K
0
-100%
清仓
UNG
UNITED STS NAT GAS FD LP
-$265.0K
0
-100%
建仓
UVE
UNIVERSAL INS HLDGS INC
+$256.8K
8,241
减持
—
ALLEGION PLC
-$253.2K
8,240
-16%
清仓
NVDL
GRANITESHARES ETF TR
-$249.1K
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$241.4K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
-$235.6K
24,933
+0%
减持
CRPT
FIRST TR EXCHNG TRADED FD VI
-$235.4K
25,119
-10%
增持
CF
CF INDS HLDGS INC
+$231.7K
30,764
+1%
建仓
XRPZ
FRANKLIN XRP TRUST
+$226.4K
12,900
建仓
SBUX
STARBUCKS CORP
+$226.3K
2,468
增持
—
ASML HOLDING N V
+$219.9K
409
+17%
增持
—
ACCENTURE PLC IRELAND
+$210.6K
9,874
+2%
建仓
FCX
FREEPORT-MCMORAN INC
+$209.0K
3,439
建仓
NKE
NIKE INC
+$203.8K
3,277
清仓
MELI
MERCADOLIBRE INC
-$202.5K
0
-100%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$201.8K
4,093
增持
META
META PLATFORMS INC
+$199.4K
1,122
+23%
增持
SLV
ISHARES SILVER TR
+$198.7K
6,960
+0%
增持
UNP
UNION PAC CORP
+$196.0K
12,464
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$187.1K
6,946
+4%
增持
AIG
AMERICAN INTL GROUP INC
-$178.2K
36,928
+0%
减持
V
VISA INC
-$174.7K
9,424
-3%
增持
BGIG
ETF SER SOLUTIONS
+$169.4K
19,221
+29%
增持
TSLA
TESLA INC
-$168.2K
8,741
+4%
减持
CDW
CDW CORP
-$161.3K
2,567
-16%
建仓
F
FORD MTR CO
+$158.2K
11,455
增持
JPM
JPMORGAN CHASE & CO.
+$157.1K
16,345
+4%
增持
IBDT
ISHARES TR
+$153.7K
173,104
+4%
增持
XLU
SELECT SECTOR SPDR TR
-$153.6K
81,452
+100%
增持
INTC
INTEL CORP
+$153.4K
8,148
+33%
增持
DIVO
AMPLIFY ETF TR
+$141.2K
75,321
+2%
增持
NFLX
NETFLIX INC
-$137.3K
3,830
+843%
减持
VV
VANGUARD INDEX FDS
-$134.3K
1,117
-28%
增持
SPYM
SPDR SERIES TRUST
+$134.0K
7,047
+28%
增持
HON
HONEYWELL INTL INC
+$133.9K
4,643
+1%
减持
AFGR
FIRST TR EXCHNG TRADED FD VI
-$131.3K
15,576
-14%
增持
CAT
CATERPILLAR INC
+$128.1K
1,010
+2%
减持
KBDC
KAYNE ANDERSON BDC INC
-$128.1K
137,711
-4%
减持
SPTS
SPDR SERIES TRUST
-$127.5K
164,234
-2%
减持
MTH
MERITAGE HOMES CORP
-$126.6K
10,704
-18%
减持
XLV
SELECT SECTOR SPDR TR
+$116.1K
21,619
-4%
减持
XLF
SELECT SECTOR SPDR TR
+$113.2K
79,125
-0%
减持
AMAT
APPLIED MATLS INC
+$107.1K
1,128
-0%
减持
MRK
MERCK & CO INC
+$102.3K
4,241
-4%
减持
ILDR
FIRST TR EXCHNG TRADED FD VI
-$102.1K
12,676
-16%
清仓
BAK
BRASKEM S A
-$100.4K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$100.1K
11,719
+2%
增持
MCD
MCDONALDS CORP
+$98.1K
4,446
+1%
增持
HD
HOME DEPOT INC
+$88.7K
890
+36%
清仓
EXK
ENDEAVOUR SILVER CORP
-$82.5K
0
-100%
清仓
COTY
COTY INC
-$79.4K
0
-100%
增持
MS
MORGAN STANLEY
+$79.2K
3,698
+0%
减持
MFUT
TIDAL TRUST II
+$72.6K
36,627
-1%
减持
HTUS
CAPITOL SER TR
-$69.6K
7,610
-12%
减持
FTLS
FIRST TR EXCH TRADED FD III
+$68.5K
135,132
-1%
减持
DARP
TIDAL TRUST II
+$68.0K
15,736
-2%
减持
MTG
MGIC INVT CORP WIS
-$63.2K
124,625
-2%
减持
NVO
NOVO-NORDISK A S
+$63.1K
6,887
-1%
减持
MYLD
CAMBRIA ETF TR
+$62.5K
18,809
-2%
增持
GWW
WW GRAINGER INC
+$57.8K
485
+0%
减持
COWZ
PACER FDS TR
-$53.7K
16,428
-12%
增持
SCHR
SCHWAB STRATEGIC TR
+$48.4K
338,266
+2%
减持
WTMF
WISDOMTREE TR
-$46.6K
9,553
-13%
减持
AGQI
FIRST TR EXCHNG TRADED FD VI
-$45.0K
31,477
-15%
增持
RPAR
TIDAL TRUST I
+$43.7K
53,507
+0%
增持
LOW
LOWES COS INC
+$43.4K
1,348
+1%
增持
BTG
B2GOLD CORP
+$43.0K
28,991
+29%
增持
AXP
AMERICAN EXPRESS CO
+$40.8K
1,688
+10%
增持
ROK
ROCKWELL AUTOMATION INC
+$38.6K
611
+1%
减持
TJX
TJX COS INC NEW
+$36.8K
20,923
-6%
增持
EZM
WISDOMTREE TR
+$34.8K
7,043
+0%
增持
MA
MASTERCARD INCORPORATED
+$33.8K
5,752
+0%
减持
USMV
ISHARES TR
+$32.2K
16,700
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$30.4K
889
-2%
增持
XLK
SELECT SECTOR SPDR TR
-$28.1K
2,810
+94%
增持
MCK
MCKESSON CORP
+$26.3K
378
+4%
增持
FSM
FORTUNA MNG CORP
+$25.1K
11,000
+10%
减持
SFY
TIDAL TRUST I
-$24.6K
9,091
-2%
增持
IUS
INVESCO EXCH TRD SLF IDX FD
+$23.0K
5,658
+1%
减持
UPS
UNITED PARCEL SERVICE INC
+$22.5K
262,326
-12%
减持
VTWG
VANGUARD SCOTTSDALE FDS
+$20.1K
17,152
-2%
