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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 48
减持 73
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$10.2M
310,239
+48%
建仓
COIN
COINBASE GLOBAL INC
+$5.5M
27,000
减持
UPS
UNITED PARCEL SVCS INC
-$5.3M
245,058
-7%
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
—
RTX CORPORATION
-$4.8M
0
-100%
建仓
RTX
RTX CORPORATION
+$4.0M
23,364
增持
SMCI
SUPER MICRO COMPUTER INC
+$3.5M
183,000
+245%
清仓
XLV
SELECT SECTOR SPDR TR
-$3.4M
0
-100%
建仓
XLP
SELECT SECTOR SPDR TR
+$3.1M
37,075
建仓
—
MEDTRONIC PLC
+$3.1M
39,227
增持
VXUS
VANGUARD STAR FDS
+$2.4M
67,312
+74%
建仓
MSTR
STRATEGY INC
+$2.3M
12,380
减持
KOLD
PROSHARES TR II
-$1.9M
20,000
-83%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
21,753
-6%
减持
CF
CF INDUSTRIES HOLD
+$1.1M
30,681
-0%
增持
BGIG
ETF SER SOLUTIONS
+$1.1M
50,163
+161%
减持
ADI
ANALOG DEVICES INC
+$1.1M
14,064
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$930.9K
64,836
-18%
减持
LMT
LOCKHEED MARTIN CORP
-$903.0K
6,208
-4%
增持
WSM
WILLIAMS SONOMA INC
-$881.4K
23,379
+0%
减持
LLY
ELI LILLY & CO
-$866.2K
9,262
-2%
增持
BND
VANGUARD BD INDEX FDS
+$798.8K
33,923
+49%
减持
MPC
MARATHON PETE CORP
+$777.6K
11,096
-3%
建仓
HOOD
ROBINHOOD MKTS INC
+$765.5K
10,000
增持
VONV
VANGUARD SCOTTSDALE FDS
+$745.3K
120,933
+3%
增持
HFSI
HARTFORD FDS EXCHANGE TRADED
+$720.1K
411,612
+7%
减持
GLD
SPDR GOLD TR
-$691.1K
8,800
-13%
增持
—
ACCENTURE PLC IRELAND
-$690.6K
10,791
+9%
增持
AVGO
BROADCOM INC
+$659.0K
6,582
+5%
增持
DVN
DEVON ENERGY CORP NEW
+$638.8K
42,047
+11%
减持
AMZN
AMAZON COM INC
+$626.5K
22,987
-1%
建仓
SCHB
SCHWAB STRATEGIC TR
+$592.1K
21,359
增持
VTI
VANGUARD INDEX FDS
+$582.4K
9,988
+16%
减持
EVR
EVERCORE INC
-$552.8K
14,764
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$528.8K
241,204
+2%
减持
ABBV
ABBVIE INC
-$525.2K
27,968
-1%
减持
MA
MASTERCARD INCORPORATED
-$522.9K
5,293
-8%
清仓
CLOX
SERIES PORTFOLIOS TR
-$512.7K
0
-100%
增持
GOOG
ALPHABET INC
+$500.9K
9,721
+5%
增持
XLU
SELECT SECTOR SPDR TR
+$486.4K
85,355
+5%
减持
—
EXXON MOBIL CORP
+$460.9K
32,048
-1%
增持
UNP
UNION PAC CORP
+$437.6K
12,792
+3%
增持
IBDV
ISHARES TR
+$432.4K
418,846
+6%
减持
XLB
SELECT SECTOR SPDR TR
-$426.7K
72,103
-12%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$419.1K
27,945
-8%
减持
CVX
CHEVRON CORPORATION
+$417.2K
26,240
-1%
减持
COWZ
PACER FDS TR
-$416.1K
9,654
-41%
增持
QCOM
QUALCOMM INC
+$407.2K
16,048
+7%
清仓
NVO
NOVO-NORDISK A S
-$405.9K
0
-100%
建仓
AGG
ISHARES TR
+$393.1K
3,987
增持
ORCL
ORACLE CORP
+$387.2K
17,950
+1%
减持
—
ALLEGION PLC
-$385.3K
7,386
-10%
减持
RPAR
TIDAL TRUST I
-$360.6K
36,847
-31%
减持
GILD
GILEAD SCIENCES INC
-$353.1K
26,506
-2%
建仓
FMKT
TIDAL TRUST I
+$352.0K
15,791
建仓
BIGY
TIDAL TRUST II
+$345.7K
6,630
减持
AAPL
APPLE INC
-$333.7K
66,927
-4%
减持
WOMN
TIDAL TRUST III
-$327.0K
13,692
-36%
增持
DKS
DICKS SPORTING GOODS INC
+$317.4K
15,838
+3%
增持
COST
COSTCO WHOLESALE CORPORATION
+$316.4K
4,935
+2%
增持
FNGU
BANK MONTREAL MEDIUM
+$276.4K
73,218
+3%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$273.0K
17,153
+0%
减持
QQQ
INVESCO QQQ TR
+$272.7K
7,161
-1%
减持
INTC
INTEL CORP
+$266.0K
6,930
-15%
建仓
—
EATON CORP PLC
+$255.2K
604
增持
SCHR
SCHWAB STRATEGIC TR
+$254.1K
351,983
+4%
减持
KMI
KINDER MORGAN INC DEL
+$252.3K
114,855
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$243.5K
12,577
+7%
减持
DARP
TIDAL TRUST II
-$243.0K
9,891
-37%
清仓
IVW
ISHARES TR
-$239.7K
0
-100%
减持
AGQI
FIRST TR EXCHNG TRADED FD VI
-$239.7K
17,722
-44%
增持
AIG
AMERICAN INTL GROUP INC
+$239.0K
38,276
+4%
建仓
XLE
SELECT SECTOR SPDR TR
+$237.7K
4,003
减持
NVDA
NVIDIA CORPORATION
+$236.2K
47,040
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$230.6K
2,234
-5%
建仓
BA
BOEING CO
+$228.5K
1,033
增持
PWR
QUANTA SVCS INC
+$225.1K
592
+27%
建仓
BOXX
EA SERIES TRUST
+$221.5K
1,900
减持
FIAX
TIDAL TRUST II
-$219.3K
41,507
-22%
减持
AFGR
FIRST TR EXCHNG TRADED FD VI
-$215.9K
9,048
-42%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$214.3K
7,471
-0%
减持
SPYM
SPDR SERIES TRUST
-$214.3K
4,287
-39%
建仓
SHY
ISHARES TR
+$212.8K
2,590
增持
SCHQ
SCHWAB STRATEGIC TR
+$210.8K
164,686
+6%
清仓
FCX
FREEPORT-MCMORAN INC
-$209.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$208.4K
1,129
增持
IBDT
ISHARES TR
+$204.8K
182,808
+6%
清仓
NKE
NIKE INC
-$203.8K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$203.7K
2,168
增持
TSLA
TESLA INC
-$203.5K
8,875
+2%
建仓
DTD
WISDOMTREE TR
+$203.3K
2,250
建仓
—
TIDAL TRUST III
+$202.2K
8,191
增持
CAT
CATERPILLAR INC
+$187.5K
1,012
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$183.1K
6,833
-2%
减持
VLO
VALERO ENERGY CORP
+$182.9K
2,734
-2%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$181.7K
30,694
+3%
减持
V
VISA INC
-$181.7K
9,070
-4%
减持
VOO
VANGUARD INDEX FDS
-$178.4K
29,914
-4%
减持
MTH
MERITAGE HOMES CORP
-$171.1K
9,202
-14%
减持
ILDR
FIRST TR EXCHNG TRADED FD VI
-$170.5K
7,032
-45%
增持
SPTS
SPDR SERIES TRUST
+$168.9K
171,071
+4%
减持
CRPT
FIRST TR EXCHNG TRADED FD VI
-$167.7K
12,820
-49%
减持
MCD
MCDONALDS CORP
-$166.1K
4,401
-1%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$158.8K
17,100
-25%
清仓
F
FORD MTR CO
-$158.2K
0
-100%
减持
—
TOWER SEMICONDUCTOR LTD
+$152.9K
2,366
-9%
增持
HERD
PACER FDS TR
+$129.9K
64,907
+1%
减持
CL
COLGATE PALMOLIVE CO
-$128.4K
19,634
-0%
减持
MU
MICRON TECHNOLOGY INC
+$124.1K
1,937
-15%
减持
WMT
WALMART INC
-$123.2K
35,963
-7%
减持
PG
PROCTER & GAMBLE CO
-$119.5K
8,074
-3%
减持
BTGD
TIDAL TRUST II
-$118.8K
26,711
-8%
清仓
NML
NEUBERGER ENGY INFRSTR & INC
-$109.6K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$109.4K
19,345
+0%
清仓
FSM
FORTUNA MNG CORP
-$107.8K
0
-100%
增持
META
META PLATFORMS INC
-$107.1K
1,124
+0%
减持
ABT
ABBOTT LABORATORIES
-$106.5K
3,020
-11%
减持
—
ASML HLDG NV
-$105.7K
349
-15%
增持
WM
WASTE MGMT INC DEL
+$104.0K
13,587
+1%
减持
SLV
ISHARES SILVER TR
-$103.5K
6,077
-13%
减持
AXP
AMERICAN EXPRESS CO
-$103.0K
1,543
-9%
减持
GOOGL
ALPHABET INC
+$95.3K
5,830
-6%
增持
MTG
MGIC INVT CORP WIS
-$90.1K
127,754
+3%
增持
NFLX
NETFLIX INC.
+$87.7K
4,446
+16%
增持
BKNG
BOOKING HOLDINGS INC
-$84.7K
2,056
+2377%
减持
MRK
MERCK & CO INC
-$82.1K
3,525
-17%
增持
IBDX
ISHARES TR
+$82.0K
76,618
+6%
减持
DIVO
AMPLIFY ETF TR
-$79.5K
75,162
-0%
减持
COF
CAPITAL ONE FINL CORP
-$77.7K
1,221
-12%
减持
LOW
LOWES COS INC
-$67.8K
1,318
-2%
减持
KBDC
KAYNE ANDERSON BDC INC
+$66.6K
131,578
-4%
增持
MSFT
MICROSOFT CORP
-$65.8K
20,794
+2%
增持
SNA
SNAP ON INC
+$61.1K
9,023
+2%
减持
AMAT
APPLIED MATLS INC
+$59.4K
1,098
-3%
增持
HAUS
TIDAL TRUST I
+$58.5K
33,340
+4%
减持
BTG
B2GOLD CORP
-$56.2K
20,000
-31%
减持
ITA
ISHARES TR
-$55.4K
1,395
-9%
减持
BLK
BLACKROCK INC
-$54.3K
269
-11%
减持
UVE
UNIVERSAL INS HLDGS INC
+$54.1K
7,956
-3%
增持
MTUM
ISHARES TR
+$53.7K
2,053
+0%
减持
CSCO
CISCO SYS INC
+$48.3K
11,358
-9%
减持
AMD
ADVANCED MICRO DEVICES INC
+$47.1K
18,116
-27%
减持
GE
GE AEROSPACE
-$46.6K
1,074
-5%
减持
SFY
TIDAL TRUST I
+$44.1K
8,988
-1%
减持
ROK
ROCKWELL AUTOMATION INC
-$44.0K
545
-11%
增持
SBUX
STARBUCKS CORP
+$43.1K
2,567
+4%
减持
BAC
BANK AMERICA CORP
-$41.6K
6,245
-8%
减持
IVV
ISHARES TR
+$41.2K
4,262
-2%
增持
HON
HONEYWELL INTL INC
-$41.1K
4,845
+4%
增持
JPM
JPMORGAN CHASE & CO
+$40.3K
16,502
+1%
减持
PEP
PEPSICO INC
-$39.0K
2,472
-9%
