13F 机构持仓

Center For Asset Management LLC

PALM BEACH GARDENS FL · SEC CIK 0001844878

2026Q22026Q1 更早 9 个季度 🔒
$2.01亿2026Q1 申报市值
144持仓数
33.9%前十大占比 · 第一大 6.3%
9 / 8新建仓 / 清仓
申报市值走势$2.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 6.3%
MINT 4.3%
BNDX 3.9%
MGK 3.7%
IEFA 3.1%
GOVT 3.0%
MGV 2.7%
USIG 2.6%
MSFT 2.3%
IEI 2.1%

2026Q1 买入最多 按季末市值估算

VOO 加仓+$183.52万
IAGG 加仓+$106.04万
MSFT 加仓+$104.47万
FLSP 新建仓+$103.93万
FMF 加仓+$79.20万

2026Q1 卖出最多 按季末市值估算

FIRST TR EXCH TR 清仓-$73.92万
VST 清仓-$63.83万
BLDR 清仓-$45.98万
IAU 减仓-$45.58万
PFE 清仓-$40.05万

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
— FIRST TR EXCH TRADED FD III $00.00%0 -35,816-100.0% -$73.92万 清仓
VST VISTRA CORP $00.00%0 -3,956-100.0% -$63.83万 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -4,469-100.0% -$45.98万 清仓
PFE PFIZER INC $00.00%0 -16,082-100.0% -$40.05万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,715-100.0% -$31.53万 清仓
VRTX VERTEX PHARMACEUTICALS INC $00.00%0 —— — 申报中断
SONY SONY GROUP CORP $00.00%0 —— — 申报中断
SPYM SPDR SERIES TRUST $00.00%0 —— — 申报中断
SHOP SHOPIFY INC $00.00%0 -1,331-100.0% -$21.43万 清仓
SLV ISHARES SILVER TR $00.00%0 -3,317-100.0% -$21.37万 清仓
BA BOEING CO $00.00%0 —— — 申报中断
FDIS FIDELITY COVINGTON TRUST $00.00%0 -2,003-100.0% -$20.46万 清仓
TSN TYSON FOODS INC $20.83万0.10%3,252 -204-5.9% -$1.31万 减仓
NFLX NETFLIX INC. $21.20万0.11%2,205 -403-15.5% -$3.88万 减仓
PM PHILIP MORRIS INTL INC $21.34万0.11%1,291 322.5% $5,289 加仓
PRF INVESCO EXCHANGE TRADED FD T $21.58万0.11%4,540 00.0% — 不变
V VISA INC $22.03万0.11%729 517.5% $1.54万 加仓
TOTL SSGA ACTIVE ETF TR $22.46万0.11%5,654 5,654— $22.46万 新建仓
QUAL ISHARES TR $22.55万0.11%1,176 30.3% $575 加仓
IBM INTERNATIONAL BUSINESS MACHS $22.58万0.11%931 50.5% $1,213 加仓
QTUM ETF SER SOLUTIONS $22.93万0.11%2,137 834.0% $8,904 加仓
KGC KINROSS GOLD CORP $22.99万0.11%7,532 7,532— $22.99万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $23.59万0.12%4,365 -74-1.7% -$4,000 减仓
GE GE AEROSPACE $23.64万0.12%833 833— $23.64万 新建仓
CDNS CADENCE DESIGN SYSTEM INC $24.01万0.12%864 455.5% $1.25万 加仓
URI UNITED RENTALS INC $24.04万0.12%330 -41-11.1% -$2.99万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $24.08万0.12%3,926 401.0% $2,454 加仓
AXP AMERICAN EXPRESS CO $24.16万0.12%799 -6-0.7% -$1,814 减仓
CVS CVS HEALTH CORP $24.18万0.12%3,367 150.4% $1,077 加仓
IVE ISHARES TR $24.23万0.12%1,147 -30-2.5% -$6,336 减仓
LEN LENNAR CORP $24.66万0.12%2,840 -291-9.3% -$2.53万 减仓
GIS GENERAL MILLS INC $25.61万0.13%6,880 2433.7% $9,045 加仓
CARR CARRIER GLOBAL CORPORATION $25.94万0.13%4,607 -918-16.6% -$5.17万 减仓
CWI SPDR INDEX SHS FDS $25.97万0.13%7,097 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $26.01万0.13%261 177.0% $1.69万 加仓
SDY SPDR SERIES TRUST $26.42万0.13%1,810 00.0% — 不变
OMC OMNICOM GROUP INC $28.33万0.14%3,762 -38-1.0% -$2,862 减仓
SMH VANECK ETF TRUST $28.99万0.14%756 13321.3% $5.10万 加仓
XLK SELECT SECTOR SPDR TR $29.09万0.14%2,189 -115-5.0% -$1.53万 减仓
EPD ENTERPRISE PRODS PARTNERS L $29.56万0.15%7,813 7,813— $29.56万 新建仓
SRE SEMPRA $30.36万0.15%3,125 471.5% $4,566 加仓
EG EVEREST GROUP LTD $30.50万0.15%932 424.7% $1.37万 加仓
JNJ JOHNSON & JOHNSON $30.65万0.15%1,254 00.0% — 不变
AIQ GLOBAL X FDS $31.58万0.16%6,768 -2-0.0% -$93 减仓
IYW ISHARES TR $31.70万0.16%1,747 784.7% $1.42万 加仓
FANG DIAMONDBACK ENERGY INC $32.14万0.16%1,625 -108-6.2% -$2.14万 减仓
CM CANADIAN IMPERIAL BANK OF CO $35.66万0.18%3,763 230.6% $2,179 加仓
TROW PRICE T ROWE GROUP INC $36.30万0.18%4,027 -90-2.2% -$8,112 减仓
VGT VANGUARD WORLD FD $36.78万0.18%527 19357.8% $13.47万 加仓
BLV VANGUARD BD INDEX FDS $37.55万0.19%5,459 2765.3% $1.90万 加仓
BIV VANGUARD BD INDEX FDS $38.29万0.19%4,961 2846.1% $2.19万 加仓
PLTR PALANTIR TECHNOLOGIES INC $39.03万0.19%2,668 261.0% $3,803 加仓
SPSM SPDR SERIES TRUST $39.22万0.19%8,116 6839.2% $3.30万 加仓
EXPD EXPEDITORS INTL WASH INC $39.32万0.20%2,745 682.5% $9,742 加仓
ASML ASML HLDG NV $39.76万0.20%301 248.7% $3.17万 加仓
AZN ASTRAZENECA PLC $39.82万0.20%2,019 2,019— $39.82万 新建仓
VSS VANGUARD INTL EQUITY INDEX F $39.96万0.20%2,740 2038.0% $2.96万 加仓
IVW ISHARES TR $40.04万0.20%3,540 -65-1.8% -$7,352 减仓
VO VANGUARD INDEX FDS $40.24万0.20%1,401 -700-33.3% -$20.11万 减仓
LRCX LAM RESEARCH CORP $40.81万0.20%1,910 1377.7% $2.93万 重新持有
— EXXON MOBIL CORP $40.84万0.20%2,407 23210.7% $3.94万 加仓
ABBV ABBVIE INC $41.55万0.21%1,910 00.0% — 不变
QCOM QUALCOMM INC $43.66万0.22%3,390 -5-0.1% -$644 减仓
NXT NEXTPOWER INC $44.19万0.22%3,666 3,666— $44.19万 新建仓
IVV ISHARES TR $44.32万0.22%679 30.4% $1,958 加仓
VTV VANGUARD INDEX FDS $44.77万0.22%2,282 -190-7.7% -$3.73万 减仓
IJH ISHARES TR $45.48万0.23%6,735 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC $46.04万0.23%10,507 -295-2.7% -$1.29万 减仓
MU MICRON TECHNOLOGY INC $46.12万0.23%1,365 1,365— $46.12万 新建仓
AMAT APPLIED MATLS INC $48.20万0.24%1,410 90.6% $3,077 加仓
EXEL EXELIXIS INC $48.52万0.24%11,312 1161.0% $4,975 加仓
VICI VICI PPTYS INC $48.91万0.24%17,904 4892.8% $1.34万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $49.06万0.24%6,060 -154-2.5% -$1.25万 减仓
CMCSA COMCAST CORP NEW $50.72万0.25%17,668 2,44516.1% $7.02万 加仓
SPHY SPDR SERIES TRUST $51.62万0.26%22,138 3,05516.0% $7.12万 加仓
ED CONSOLIDATED EDISON INC $52.08万0.26%4,602 360.8% $4,074 加仓
AMGN AMGEN INC $52.33万0.26%1,487 281.9% $9,854 加仓
EIX EDISON INTL $52.62万0.26%7,191 7,191— $52.62万 新建仓
VB VANGUARD INDEX FDS $52.65万0.26%2,010 -542-21.2% -$14.20万 减仓
GOOG ALPHABET INC $56.31万0.28%1,963 935.0% $2.67万 加仓
VUG VANGUARD INDEX FDS $57.66万0.29%1,320 -6-0.5% -$2,621 减仓
EMB ISHARES TR $59.14万0.29%6,296 1,17522.9% $11.04万 加仓
WSM WILLIAMS SONOMA INC $65.45万0.33%3,589 1434.1% $2.61万 加仓
MTUM ISHARES TR $67.51万0.34%2,813 -754-21.1% -$18.10万 减仓
VEA VANGUARD TAX-MANAGED FDS $71.72万0.36%11,193 -905-7.5% -$5.80万 减仓
EWC ISHARES INC $72.31万0.36%13,197 2,46122.9% $13.48万 加仓
SCHP SCHWAB STRATEGIC TR $73.49万0.37%27,619 4,14217.6% $11.02万 加仓
SPTL SPDR SERIES TRUST $74.40万0.37%28,285 1,5105.6% $3.97万 加仓
NOC NORTHROP GRUMMAN CORP $74.64万0.37%1,094 141.3% $9,551 加仓
UAL UNITED AIRLS HLDGS INC $75.77万0.38%8,229 5717.5% $5.26万 加仓
USMV ISHARES TR $76.88万0.38%8,290 -2,212-21.1% -$20.51万 减仓
VTIP VANGUARD MALVERN FDS $77.44万0.38%15,505 -257-1.6% -$1.28万 减仓
MRSH MARSH & MCLENNAN COS INC $78.25万0.39%4,511 -39-0.9% -$6,765 减仓
CFG CITIZENS FINL GROUP INC $81.97万0.41%13,667 6224.8% $3.73万 加仓
LLY ELI LILLY & CO $84.61万0.42%920 -7-0.8% -$6,438 减仓
BSV VANGUARD BD INDEX FDS $86.48万0.43%11,029 6696.5% $5.25万 加仓
RTX RTX CORPORATION $87.56万0.43%4,539 3628.7% $6.98万 重新持有
TSM TAIWAN SEMICONDUCTOR MANUFAC $89.17万0.44%2,639 622.4% $2.09万 加仓
RCL ROYAL CARIBBEAN GROUP $92.39万0.46%3,357 47716.6% $13.13万 加仓
GLW CORNING INC $94.73万0.47%6,967 00.0% — 不变