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Centerline Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Centerline Wealth Advisors, LLC

No.5589 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.19亿
环比变动 Q1 2026
+$4,115.9万+14.8%
持仓股票数
79
新买入
9
加仓
26
减仓
34
清仓
3
持股不变
10
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
B贝莱德ETF信托DYNF
8.99%8.91%$2,868.3万42.2万股$2,476.7万42.6万股-3,957股-0.93%减仓
F富达Covington信托FBCG
8.02%7.96%$2,558.3万41.2万股$2,212.6万44.1万股-3.0万股-6.70%减仓
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
7.6%7.47%$2,424.3万30.5万股$2,077.9万29.0万股+1.6万股+5.42%加仓
AAB EMERGING MARKETS OPPORTUNITIES ETFEMOP
4.81%4.68%$1,535.9万29.4万股$1,300.9万29.7万股-2,795股-0.94%减仓
B贝莱德ETF信托BAI
4.74%5.68%$1,512.8万28.7万股$1,579.3万47.9万股-19.2万股-40.13%减仓
TTCW ETF TRUST TRANSFORM SYSTEMPWRD
4.4%5.28%$1,403.5万11.4万股$1,468.1万15.0万股-3.6万股-23.99%减仓
B贝莱德·ETF TRUST IIBINC
4.39%4.69%$1,400.7万26.8万股$1,302.6万25.1万股+1.7万股+6.68%加仓
B贝莱德·ETF TRUST IIBRTR
4.22%3.1%$1,346.4万26.8万股$861.9万17.2万股+9.6万股+55.80%加仓
AABACUS FCF ETF TRABFL
3.54%3.48%$1,130.8万13.2万股$967.8万13.6万股-4,344股-3.19%减仓
IiShares安硕·RUSSELLIWB
3.53%$1,125.2万2.7万股$00股+2.7万股新买入
IiShares安硕信托EFV
3.41%3.02%$1,088.3万14.2万股$839.8万11.3万股+2.9万股+25.86%加仓
苹果AAPL
3.14%3.18%$1,001.4万3.5万股$884.4万3.5万股-240股-0.69%减仓
F富达·MERRIMACK STR TRFBND
2.86%3.86%$912.3万20.1万股$1,074.1万23.5万股-3.5万股-14.83%减仓
F富达Covington信托FDVV
2.57%2.6%$819.8万13.6万股$722.9万13.1万股+5,110股+3.90%加仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
2.34%2.42%$748.0万9.1万股$672.3万8.9万股+1,905股+2.15%加仓
IiShares安硕信托GJS
2.27%2.68%$723.2万31.7万股$745.0万32.5万股-7,709股-2.37%减仓
IiShares安硕信托IEI
2.06%2.14%$658.4万5.6万股$595.5万5.0万股+5,847股+11.64%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
2.03%2.04%$647.9万2.6万股$566.7万3.1万股-5,547股-17.76%减仓
IiShares安硕信托ITOT
1.74%1.76%$554.9万3.4万股$490.4万3.4万股-648股-1.88%减仓
AABACUS FCF ETF TRABLD
1.45%1.64%$461.4万15.3万股$456.8万14.6万股+7,062股+4.83%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
1.39%1.4%$443.9万12.8万股$388.8万12.7万股+67股+0.05%加仓
IISHARES US FINANCIAL SERVICES ETFIYG
1.31%1.98%$417.0万4.6万股$549.4万6.6万股-2.0万股-30.50%减仓
V先锋领航·FTSEVEA
1.27%1.32%$406.4万5.7万股$366.2万5.7万股-100股-0.17%减仓
IISHARES U.S. CONSUMER STAPLES ETFIYK
1.03%1.61%$329.7万4.5万股$447.9万6.4万股-1.9万股-29.05%减仓
IiShares安硕信托TLH
0.98%1.1%$312.8万3.1万股$306.8万3.0万股+716股+2.35%加仓
IiShares黄金信托IAU
0.9%1.2%$287.6万3.8万股$333.7万3.8万股+228股+0.60%加仓
V先锋领航·MIDVO
0.9%0.94%$287.0万3.6万股$261.9万9,119股+2.7万股+290.65%加仓
B贝莱德·ETF TRUST IIINMU
0.88%0.87%$281.2万11.6万股$242.0万10.1万股+1.5万股+14.56%加仓
PPimco Active Bond ETFBOND
0.87%$278.0万3.0万股$00股+3.0万股新买入
FFIDELITY QUALITY FACTOR ETFFQAL
0.83%0.85%$266.3万3.3万股$237.1万3.3万股+73股+0.22%加仓
IiShares安硕·7-10YRIEF
0.83%$263.6万2.8万股$00股+2.8万股新买入
IiShares安硕信托ITA
0.72%0.74%$230.5万9,510股$206.1万9,420股+90股+0.96%加仓
V先锋领航市政债券基金VTEB
0.68%0.71%$215.9万4.3万股$197.0万3.9万股+3,198股+8.10%加仓
IiShares安硕IEMG
0.59%0.67%$187.6万2.3万股$186.6万2.7万股-4,112股-15.37%减仓
C资本集团成长ETFCGGR
0.56%0.56%$179.9万3.8万股$155.7万3.9万股-615股-1.59%减仓
IiShares安硕信托GVI
0.53%0.64%$170.4万1.6万股$177.7万1.7万股-900股-5.38%减仓
F富达Covington信托FFUT
0.48%0.56%$152.5万2.6万股$154.4万2.7万股-720股-2.69%减仓
百事可乐PEP
0.46%0.6%$145.9万1.1万股$167.3万1.1万股00.00%持仓不变
IiShares安硕信托ICVT
0.41%0.4%$131.2万1.1万股$110.3万1.1万股-59股-0.54%减仓
V先锋领航指数基金VOO
0.4%0.43%$127.8万1,736股$119.9万2,078股-342股-16.46%减仓
Meta平台META
0.35%0.4%$110.8万1,967股$112.5万1,966股+1股+0.05%加仓
J摩根大通交易所交易基金JMUB
0.33%0.23%$104.6万2.1万股$62.6万1.3万股+8,126股+64.84%加仓
IiShares安硕信托TLT
0.28%0.25%$90.8万1.1万股$69.0万7,962股+2,544股+31.95%加仓
O宏盟集团OMC
0.28%0.34%$90.6万1.2万股$93.7万1.2万股00.00%持仓不变
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
0.28%0.33%$89.5万1.2万股$90.4万1.3万股-1,266股-9.85%减仓
IiShares安硕信托IUSB
0.28%1.33%$88.1万1.9万股$369.8万8.0万股-6.1万股-76.17%减仓
摩根大通JPM
0.27%0.28%$87.4万2,671股$78.6万2,672股-1股-0.04%减仓
英特尔INTC
0.26%0.09%$83.0万5,943股$26.2万5,943股00.00%持仓不变
IiShares安硕信托IVLU
0.26%0.2%$82.6万2.0万股$55.8万1.4万股+5,680股+40.39%加仓
微软MSFT
0.23%0.27%$73.6万1,973股$75.7万2,044股-71股-3.47%减仓

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