Centric Wealth Management
CHICAGO IL · SEC CIK 0001752761
$5.09亿2026Q1 申报市值
203持仓数
31.0%前十大占比 · 第一大 6.1%
17 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 加仓+$1,015.42万
BKNG 加仓+$830.70万
COIN 重新持有+$466.29万
RTX 新建仓+$403.96万
SMCI 加仓+$362.95万
2026Q1 卖出最多 按季末市值估算
RTX CORPORATION 清仓-$476.86万
XLV 清仓-$336.59万
PROSHARES TR II 减仓-$245.50万
AMD 减仓-$232.83万
UPS 减仓-$166.31万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $865.64万 | 1.70% | 2,056 | 1,973 | 2,377.1% | $830.70万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $869.04万 | 1.71% | 351,983 | 13,717 | 4.1% | $33.87万 | 加仓 |
| LLY | ELI LILLY & CO | $896.53万 | 1.76% | 9,262 | -154 | -1.6% | -$14.91万 | 减仓 |
| IBDV | ISHARES TR | $912.25万 | 1.79% | 418,846 | 24,561 | 6.2% | $53.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $933.65万 | 1.83% | 47,040 | -1,989 | -4.1% | -$39.48万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $970.67万 | 1.91% | 132,533 | -2,599 | -1.9% | -$19.04万 | 减仓 |
| PALC | PACER FDS TR | $1,029.33万 | 2.02% | 189,528 | 825 | 0.4% | $4.48万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,217.92万 | 2.39% | 120,933 | 3,373 | 2.9% | $33.97万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $1,443.52万 | 2.83% | 411,612 | 25,705 | 6.7% | $90.15万 | 加仓 |
| AAPL | APPLE INC | $1,852.75万 | 3.64% | 66,927 | -2,927 | -4.2% | -$81.03万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,974.69万 | 3.88% | 29,914 | -1,235 | -4.0% | -$81.53万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $2,360.16万 | 4.63% | 245,058 | -17,268 | -6.6% | -$166.31万 | 减仓 |
| SGOV | ISHARES TR | $3,115.42万 | 6.12% | 310,239 | 101,117 | 48.4% | $1,015.42万 | 加仓 |