13FBOX
Centricity Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Centricity Wealth Management, LLC

No.8709 数据截至 2025Q3
最新持仓市值 (Q3 2025)
$1.25亿
环比变动 Q2 2025
-$8,4190.0%
持仓股票数
429
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
429
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q3 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
12.67%12.67%$1,585.6万2.8万股$1,585.6万2.8万股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
5.38%5.38%$673.3万7.5万股$673.3万7.5万股00.00%持仓不变
J摩根大通·ULTRA-SHORT INCOME ETFJPST
5.22%5.22%$653.0万12.9万股$653.0万12.9万股00.00%持仓不变
IiShares安硕信托IBDT
3.98%3.98%$497.8万19.6万股$497.8万19.6万股00.00%持仓不变
IiShares安硕信托IBDS
3.94%3.94%$493.0万20.3万股$493.0万20.3万股00.00%持仓不变
IiShares安硕信托IVV
3.8%3.8%$475.1万7,651股$475.1万7,651股00.00%持仓不变
VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG
3.23%3.23%$403.8万1.0万股$403.8万1.0万股00.00%持仓不变
VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV
2.85%2.85%$356.7万1.9万股$356.7万1.9万股00.00%持仓不变
IiShares安硕信托DGRO
2.74%2.74%$342.3万5.4万股$342.3万5.4万股00.00%持仓不变
SSPDR黄金信托GLD
2.72%2.72%$340.8万1.1万股$340.8万1.1万股00.00%持仓不变
IiShares安硕信托IBDR
2.55%2.55%$319.5万13.2万股$319.5万13.2万股00.00%持仓不变
G通用动力VTI
2.55%2.55%$318.5万1.0万股$318.5万1.0万股00.00%持仓不变
SSPDR标普500 ETFSPY
2.41%2.41%$301.4万4,878股$301.4万4,878股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
2.22%2.22%$277.7万1.4万股$277.7万1.4万股00.00%持仓不变
IiShares安硕信托IUSV
1.96%1.96%$245.0万2.6万股$245.0万2.6万股00.00%持仓不变
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
1.58%1.58%$197.9万8.5万股$197.9万8.5万股00.00%持仓不变
微软MSFT
1.56%1.56%$195.4万3,927股$195.4万3,927股00.00%持仓不变
B贝莱德·ETF TRUST IIBINC
1.53%1.53%$191.3万3.6万股$191.3万3.6万股00.00%持仓不变
I景顺交易所交易基金信托RSP
1.47%1.47%$183.9万1.0万股$183.9万1.0万股00.00%持仓不变
亚马逊AMZN
1.11%1.11%$138.8万6,326股$138.8万6,326股00.00%持仓不变
V先锋领航·MIDVO
0.93%0.93%$115.9万4,141股$115.9万4,141股00.00%持仓不变
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
0.91%0.91%$114.0万5.2万股$114.0万5.2万股00.00%持仓不变
IiShares安硕信托IEUR
0.84%0.84%$105.2万1.6万股$105.2万1.6万股00.00%持仓不变
苹果AAPL
0.84%0.84%$104.6万5,096股$104.6万5,096股00.00%持仓不变
TRACTOR SUPPLY COMTSCO
0.75%0.75%$93.8万1.8万股$93.8万1.8万股00.00%持仓不变
V先锋领航全球基金VGT
0.75%0.75%$93.4万1,408股$93.4万1,408股00.00%持仓不变
英伟达NVDA
0.72%0.72%$89.6万5,670股$89.6万5,670股00.00%持仓不变
VisaV
0.69%0.69%$86.0万2,422股$86.0万2,422股00.00%持仓不变
摩根大通JPM
0.69%0.69%$85.9万2,962股$85.9万2,962股00.00%持仓不变
V先锋领航STAR基金VXUS
0.67%0.67%$84.3万1.2万股$84.3万1.2万股00.00%持仓不变
IiShares安硕信托ITOT
0.67%0.67%$83.8万6,202股$83.8万6,202股00.00%持仓不变
IiShares安硕信托IXUS
0.64%0.64%$80.0万1.0万股$80.0万1.0万股00.00%持仓不变
VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE
0.61%0.61%$76.5万2,722股$76.5万2,722股00.00%持仓不变
IiShares安硕·COREIJR
0.6%0.6%$75.6万6,913股$75.6万6,913股00.00%持仓不变
IiShares安硕·COREIJH
0.58%0.58%$73.2万1.2万股$73.2万1.2万股00.00%持仓不变
S嘉信策略信托SCHD
0.54%0.54%$67.8万2.6万股$67.8万2.6万股00.00%持仓不变
礼来LLY
0.51%0.51%$63.9万820股$63.9万820股00.00%持仓不变
可口可乐KO
0.51%0.51%$63.5万8,970股$63.5万8,970股00.00%持仓不变
IiShares安硕信托DVY
0.5%0.5%$62.1万4,677股$62.1万4,677股00.00%持仓不变
甲骨文ORCL
0.47%0.47%$59.4万2,717股$59.4万2,717股00.00%持仓不变
IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW
0.46%0.46%$57.4万2.7万股$57.4万2.7万股00.00%持仓不变
NORFOLK SOUTHN COMNSC
0.44%0.44%$55.6万2,172股$55.6万2,172股00.00%持仓不变
博通AVGO
0.42%0.42%$52.8万1,915股$52.8万1,915股00.00%持仓不变
V先锋领航斯科茨代尔基金VONV
0.42%0.42%$52.5万6,161股$52.5万6,161股00.00%持仓不变
SSPDR行业精选信托XLK
0.41%0.41%$51.0万2,013股$51.0万2,013股00.00%持仓不变
好市多COST
0.4%0.4%$50.5万510股$50.5万510股00.00%持仓不变
MCKESSON COMMCK
0.38%0.38%$48.1万656股$48.1万656股00.00%持仓不变
家得宝HD
0.38%0.38%$47.0万1,282股$47.0万1,282股00.00%持仓不变
V先锋领航斯科茨代尔基金VONG
0.36%0.36%$44.6万4,086股$44.6万4,086股00.00%持仓不变
V先锋领航国际股票指数基金VEU
0.35%0.35%$44.1万6,560股$44.1万6,560股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入