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

Centric Wealth Management

No.3646 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.41亿
环比变动 Q1 2026
+$1.40亿+27.9%
持仓股票数
209
新买入
6
加仓
24
减仓
0
清仓
0
持股不变
179
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Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
联合包裹UPSUPS
7.69%4.71%$4,928.6万48.0万股$2,360.2万24.5万股+23.5万股+96.06%加仓
V先锋领航指数基金VOO
6.52%3.94%$4,177.0万6.1万股$1,974.7万3.0万股+3.1万股+103.84%加仓
IiShares安硕信托SGOV
4.86%6.22%$3,115.4万31.0万股$3,115.4万31.0万股00.00%持仓不变
V先锋领航斯科茨代尔基金VONV
4.22%2.43%$2,703.2万25.3万股$1,217.9万12.1万股+13.2万股+109.14%加仓
苹果AAPL
2.89%3.7%$1,852.7万6.7万股$1,852.7万6.7万股00.00%持仓不变
V先锋领航·MALVERN FDSVCRB
2.61%$1,674.8万22.0万股$00股+22.0万股新买入
V先锋领航STAR基金VXUS
2.39%1.11%$1,528.4万18.0万股$553.6万6.7万股+11.3万股+167.51%加仓
联合健康UNH
2.37%1.61%$1,516.6万3.9万股$806.5万2.2万股+1.7万股+80.10%加仓
H哈特福德·FDS EXCHANGE TRADEDHFSI
2.25%2.88%$1,443.5万41.2万股$1,443.5万41.2万股00.00%持仓不变
G通用动力VTI
1.81%0.71%$1,161.0万3.1万股$353.6万9,988股+2.1万股+212.26%加仓
PPACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETFPALC
1.61%2.05%$1,029.3万19.0万股$1,029.3万19.0万股00.00%持仓不变
WILLIAMS SONOMAWSM
1.59%0.82%$1,016.7万4.8万股$410.7万2.3万股+2.4万股+104.14%加仓
F第一信托·UST LONG/SHORT EQUITY ETFFTLS
1.52%1.94%$970.7万13.3万股$970.7万13.3万股00.00%持仓不变
沃尔玛WMT
1.49%0.94%$953.9万7.9万股$468.7万3.6万股+4.3万股+120.94%加仓
英伟达NVDA
1.46%1.86%$933.7万4.7万股$933.7万4.7万股00.00%持仓不变
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
1.42%1.82%$912.2万41.9万股$912.2万41.9万股00.00%持仓不变
礼来LLY
1.4%1.79%$896.5万9,262股$896.5万9,262股00.00%持仓不变
S嘉信策略信托SCHR
1.36%1.73%$869.0万35.2万股$869.0万35.2万股00.00%持仓不变
微软MSFT
1.34%1.72%$860.1万2.1万股$860.1万2.1万股00.00%持仓不变
联合太平洋铁路UNP
1.21%0.67%$778.2万2.8万股$337.0万1.3万股+1.5万股+116.39%加仓
V先锋领航·TOTALBND
1.21%0.5%$773.5万10.6万股$248.0万3.4万股+7.3万股+213.83%加仓
S嘉信策略信托SCHD
1.19%1.52%$760.3万24.1万股$760.3万24.1万股00.00%持仓不变
VisaV
1.1%0.59%$702.8万2.0万股$296.4万9,070股+1.1万股+121.22%加仓
WASTE MGMT DELWM
1.05%0.62%$675.6万3.0万股$309.6万1.4万股+1.6万股+119.60%加仓
V先锋领航斯科茨代尔基金VTWG
1.02%0.9%$654.4万2.4万股$452.2万1.7万股+7,127股+41.55%加仓
亚马逊AMZN
0.98%1.25%$625.4万2.3万股$625.4万2.3万股00.00%持仓不变
AMD超威AMD
0.97%1.24%$618.7万1.8万股$618.7万1.8万股00.00%持仓不变
艾伯维ABBV
0.91%1.16%$582.2万2.8万股$582.2万2.8万股00.00%持仓不变
ANALOG DEVICES COMADI
0.87%1.11%$558.4万1.4万股$558.4万1.4万股00.00%持仓不变
COINBASE GLOBALCOIN
0.86%1.09%$548.1万2.7万股$548.1万2.7万股00.00%持仓不变
超微电脑SMCI
0.8%1.02%$510.9万18.3万股$510.9万18.3万股00.00%持仓不变
SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ
0.79%1.01%$508.4万16.5万股$508.4万16.5万股00.00%持仓不变
摩根大通JPM
0.79%1.01%$507.7万1.7万股$507.7万1.7万股00.00%持仓不变
雪佛龙CVX
0.79%1.01%$504.5万2.6万股$504.5万2.6万股00.00%持仓不变
好市多COST
0.78%1%$499.8万4,935股$499.8万4,935股00.00%持仓不变
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
0.78%0.99%$496.6万17.1万股$496.6万17.1万股00.00%持仓不变
埃克森美孚XOM
0.77%0.98%$492.5万3.2万股$492.5万3.2万股00.00%持仓不变
I景顺QQQ信托VOO
0.75%0.96%$481.9万7,161股$481.9万7,161股00.00%持仓不变
EEVERCOREEVR
0.74%0.94%$471.1万1.5万股$471.1万1.5万股00.00%持仓不变
IiShares安硕信托IBDT
0.72%0.92%$460.9万18.3万股$460.9万18.3万股00.00%持仓不变
强生JNJ
0.68%0.87%$433.7万1.9万股$433.7万1.9万股00.00%持仓不变
帕兰提尔PLTR
0.64%0.81%$408.1万2.8万股$408.1万2.8万股00.00%持仓不变
雷神技术RTX
0.63%0.81%$404.0万2.3万股$404.0万2.3万股00.00%持仓不变
SSPDR行业精选信托XLU
0.62%0.79%$395.8万8.5万股$395.8万8.5万股00.00%持仓不变
CF INDSCF
0.6%0.77%$386.2万3.1万股$386.2万3.1万股00.00%持仓不变
KINDER MORGAN DEL COMKMI
0.58%0.74%$372.9万11.5万股$372.9万11.5万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.58%0.74%$369.1万9,721股$369.1万9,721股00.00%持仓不变
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
0.57%0.73%$365.2万7.2万股$365.2万7.2万股00.00%持仓不变
SSPDR黄金信托GLD
0.57%0.73%$365.0万8,800股$365.0万8,800股00.00%持仓不变
GGILEAD SCIENCES COMGILD
0.55%0.7%$351.7万2.7万股$351.7万2.7万股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入