13F 机构持仓

Center For Asset Management LLC

PALM BEACH GARDENS FL · SEC CIK 0001844878

2026Q22026Q1 更早 9 个季度 🔒
$2.25亿2026Q2 申报市值
151持仓数
33.5%前十大占比 · 第一大 6.8%
10 / 7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 6.8%
MINT 4.0%
MGK 3.9%
BNDX 3.7%
IEFA 3.1%
GOVT 2.8%
MGV 2.7%
USIG 2.3%
IEI 2.1%
MSFT 2.1%

2026Q2 买入最多 按季末市值估算

CF 新建仓+$85.93万
WDC 新建仓+$78.37万
VOO 加仓+$65.25万
IEI 加仓+$59.94万
FLSP 加仓+$52.33万

2026Q2 卖出最多 按季末市值估算

MRSH 清仓-$78.25万
IAU 减仓-$60.62万
FOXA 减仓-$27.71万
AVGO 减仓-$25.16万
IVE 清仓-$24.23万

2026Q2 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
VZ VERIZON COMMUNICATIONS INC $112.34万0.50%26,532 3181.2% $1.35万 加仓
LLY ELI LILLY & CO $113.44万0.50%946 262.8% $3.12万 加仓
SPMB SPDR SERIES TRUST $119.73万0.53%53,668 2,7945.5% $6.23万 加仓
TSLA TESLA INC $124.87万0.55%2,969 782.7% $3.28万 加仓
VBK VANGUARD INDEX FDS $126.04万0.56%3,446 270.8% $9,875 加仓
SPY STATE STR SPDR S&P 500 ETF T $126.50万0.56%1,692 15910.4% $11.89万 加仓
JPM JPMORGAN CHASE & CO $126.61万0.56%3,868 -629-14.0% -$20.59万 减仓
IEF ISHARES TR $128.02万0.57%13,537 4583.5% $4.33万 加仓
T AT&T INC $132.62万0.59%64,065 6531.0% $1.35万 加仓
FTGC FIRST TR EXCHANGE TRAD FD VI $137.73万0.61%50,918 3,9158.3% $10.59万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $138.62万0.62%2,903 26410.0% $12.61万 加仓
CAT CATERPILLAR INC $144.08万0.64%1,353 90.7% $9,584 加仓
AMZN AMAZON COM INC $146.10万0.65%6,130 1392.3% $3.31万 加仓
MO ALTRIA GROUP INC $150.34万0.67%20,895 -300-1.4% -$2.16万 减仓
NEM NEWMONT CORP $155.12万0.69%16,608 4532.8% $4.23万 加仓
UTHR UNITED THERAPEUTICS CORP DEL $157.72万0.70%2,911 551.9% $2.98万 加仓
FLSP FRANKLIN TEMPLETON ETF TR $158.13万0.70%57,106 18,89749.5% $52.33万 加仓
MU MICRON TECHNOLOGY INC $160.33万0.71%1,389 241.8% $2.77万 加仓
VOT VANGUARD INDEX FDS $161.58万0.72%5,276 -27-0.5% -$8,269 减仓
SPTM SPDR SERIES TRUST $172.11万0.76%18,957 -419-2.2% -$3.80万 减仓
SPBO SPDR SERIES TRUST $173.40万0.77%59,709 2,3174.0% $6.73万 加仓
SPIB SPDR SERIES TRUST $176.60万0.78%52,778 1,7123.4% $5.73万 加仓
GLW CORNING INC $177.96万0.79%6,967 00.0% — 不变
SYF SYNCHRONY FINANCIAL $181.07万0.80%23,810 9134.0% $6.94万 加仓
SPTI SPDR SERIES TRUST $183.93万0.82%64,786 5,4349.2% $15.43万 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $187.07万0.83%37,579 5911.6% $2.94万 加仓
PG PROCTER & GAMBLE CO $190.75万0.85%13,009 3753.0% $5.50万 加仓
VXF VANGUARD INDEX FDS $204.10万0.91%8,290 3504.4% $8.62万 加仓
META META PLATFORMS INC $204.33万0.91%3,627 -150-4.0% -$8.45万 减仓
VOE VANGUARD INDEX FDS $204.37万0.91%10,344 2532.5% $5.00万 加仓
VBR VANGUARD INDEX FDS $218.41万0.97%8,987 1722.0% $4.18万 加仓
KLAC KLA CORP $218.65万0.97%7,247 5177.7% $15.60万 加仓
VCIT VANGUARD SCOTTSDALE FDS $218.98万0.97%26,496 1,7627.1% $14.56万 加仓
IAGG ISHARES TR $226.88万1.01%44,838 2,6976.4% $13.65万 加仓
NEE NEXTERA ENERGY INC $237.10万1.05%27,014 2,1118.5% $18.53万 加仓
TLH ISHARES TR $246.48万1.09%24,561 1,8348.1% $18.40万 加仓
SHYG ISHARES TR $276.22万1.23%65,132 1,5222.4% $6.45万 加仓
AVGO BROADCOM INC $291.27万1.29%7,711 -666-8.0% -$25.16万 减仓
BND VANGUARD BD INDEX FDS $357.19万1.59%48,657 3,2657.2% $23.97万 加仓
GOOGL ALPHABET INC $368.77万1.64%10,318 2572.6% $9.19万 加仓
FTLS FIRST TR EXCH TRADED FD III $371.47万1.65%50,335 1,1062.2% $8.16万 加仓
IEMG ISHARES INC $373.41万1.66%45,076 1,3293.0% $11.01万 加仓
FAAR FIRST TR EXCHANGE TRAD FD VI $381.54万1.69%120,665 8,5677.6% $27.09万 加仓
FMF FIRST TR EXCHANGE-TRADED FD $385.69万1.71%76,954 1,7562.3% $8.80万 加仓
IGIB ISHARES TR $396.32万1.76%74,538 1,2431.7% $6.61万 加仓
VMBS VANGUARD SCOTTSDALE FDS $434.50万1.93%92,823 2,6582.9% $12.44万 加仓
NVDA NVIDIA CORPORATION $440.63万1.96%22,021 2191.0% $4.38万 加仓
AAPL APPLE INC $454.01万2.01%15,690 910.6% $2.63万 加仓
MSFT MICROSOFT CORP $466.33万2.07%12,500 -4-0.0% -$1,492 减仓
IEI ISHARES TR $483.61万2.15%41,175 5,10314.1% $59.94万 加仓
USIG ISHARES TR $527.10万2.34%102,768 5750.6% $2.95万 加仓
MGV VANGUARD WORLD FD $617.92万2.74%37,808 7211.9% $11.78万 加仓
GOVT ISHARES TR $629.61万2.79%276,384 12,0214.5% $27.38万 加仓
IEFA ISHARES TR $690.91万3.07%71,539 3,3915.0% $32.75万 加仓
BNDX VANGUARD CHARLOTTE FDS $822.50万3.65%169,833 7,4024.6% $35.85万 加仓
MGK VANGUARD WORLD FD $874.77万3.88%99,507 -863-0.9% -$7.59万 减仓
MINT PIMCO ETF TR $903.08万4.01%89,582 3,9154.6% $39.47万 加仓
VOO VANGUARD INDEX FDS $1,524.48万6.77%22,196 9504.5% $65.25万 加仓