Center For Asset Management LLC
PALM BEACH GARDENS FL · SEC CIK 0001844878
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,269.65万 | 6.31% | 21,246 | 3,071 | 16.9% | $183.52万 | 加仓 |
| MINT | PIMCO ETF TR | $861.56万 | 4.28% | 85,667 | 721 | 0.8% | $7.25万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $780.48万 | 3.88% | 162,431 | 12,708 | 8.5% | $61.06万 | 加仓 |
| MGK | VANGUARD WORLD FD | $737.58万 | 3.66% | 20,074 | -657 | -3.2% | -$24.14万 | 减仓 |
| IEFA | ISHARES TR | $616.94万 | 3.06% | 68,148 | 7,796 | 12.9% | $70.58万 | 加仓 |
| GOVT | ISHARES TR | $605.66万 | 3.01% | 264,363 | 13,209 | 5.3% | $30.26万 | 加仓 |
| MGV | VANGUARD WORLD FD | $537.56万 | 2.67% | 37,087 | -660 | -1.7% | -$9.57万 | 减仓 |
| USIG | ISHARES TR | $523.53万 | 2.60% | 102,193 | 6,384 | 6.7% | $32.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $462.89万 | 2.30% | 12,504 | 2,822 | 29.1% | $104.47万 | 加仓 |
| IEI | ISHARES TR | $427.81万 | 2.12% | 36,072 | 4,141 | 13.0% | $49.11万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $423.32万 | 2.10% | 90,165 | 1,864 | 2.1% | $8.75万 | 加仓 |
| AAPL | APPLE INC | $395.88万 | 1.97% | 15,599 | -237 | -1.5% | -$6.01万 | 减仓 |
| IGIB | ISHARES TR | $390.07万 | 1.94% | 73,295 | 6,852 | 10.3% | $36.47万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $380.65万 | 1.89% | 75,198 | 15,646 | 26.3% | $79.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $380.24万 | 1.89% | 21,802 | 346 | 1.6% | $6.03万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $378.30万 | 1.88% | 112,098 | -8,703 | -7.2% | -$29.37万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $346.38万 | 1.72% | 49,229 | 7,468 | 17.9% | $52.55万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $334.26万 | 1.66% | 45,392 | 7,486 | 19.7% | $55.13万 | 加仓 |
| IEMG | ISHARES INC | $305.15万 | 1.52% | 43,747 | 7,200 | 19.7% | $50.22万 | 加仓 |
| GOOGL | ALPHABET INC | $289.34万 | 1.44% | 10,061 | 562 | 5.9% | $16.16万 | 加仓 |
| SHYG | ISHARES TR | $269.13万 | 1.34% | 63,610 | -431 | -0.7% | -$1.82万 | 减仓 |
| AVGO | BROADCOM INC | $259.29万 | 1.29% | 8,377 | 160 | 1.9% | $4.95万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $231.29万 | 1.15% | 24,903 | 5 | 0.0% | $464 | 加仓 |
| TLH | ISHARES TR | $228.89万 | 1.14% | 22,727 | 300 | 1.3% | $3.02万 | 加仓 |
| META | META PLATFORMS INC | $216.12万 | 1.07% | 3,777 | 238 | 6.7% | $13.62万 | 加仓 |
| IAGG | ISHARES TR | $210.87万 | 1.05% | 42,141 | 21,191 | 101.2% | $106.04万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $204.67万 | 1.02% | 24,734 | 1,455 | 6.3% | $12.04万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $191.52万 | 0.95% | 8,815 | -1,000 | -10.2% | -$21.73万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $185.95万 | 0.92% | 10,091 | -710 | -6.6% | -$13.08万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $184.24万 | 0.92% | 36,988 | 5,882 | 18.9% | $29.30万 | 加仓 |
| T | AT&T INC | $183.83万 | 0.91% | 63,412 | 328 | 0.5% | $9,509 | 加仓 |
| PG | PROCTER & GAMBLE CO | $182.50万 | 0.91% | 12,634 | 132 | 1.1% | $1.91万 | 加仓 |
| NEM | NEWMONT CORP | $174.89万 | 0.87% | 16,155 | 164 | 1.0% | $1.78万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $171.28万 | 0.85% | 51,066 | 252 | 0.5% | $8,452 | 加仓 |
| SPTI | SPDR SERIES TRUST | $170.10万 | 0.84% | 59,352 | 13,003 | 28.1% | $37.27万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $169.36万 | 0.84% | 2,856 | 3 | 0.1% | $1,779 | 加仓 |
| SPBO | SPDR SERIES TRUST | $166.61万 | 0.83% | 57,392 | 19,022 | 49.6% | $55.22万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $163.40万 | 0.81% | 7,940 | 492 | 6.6% | $10.13万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $155.75万 | 0.77% | 22,897 | 419 | 1.9% | $2.85万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $153.19万 | 0.76% | 19,376 | 9,961 | 105.8% | $78.76万 | 加仓 |
| FOXA | FOX CORP | $144.04万 | 0.72% | 24,664 | 862 | 3.6% | $5.03万 | 加仓 |
| MO | ALTRIA GROUP INC | $139.86万 | 0.69% | 21,195 | -90 | -0.4% | -$5,939 | 减仓 |
| VOT | VANGUARD INDEX FDS | $136.44万 | 0.68% | 5,303 | -323 | -5.7% | -$8.31万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $134.94万 | 0.67% | 47,003 | 4,444 | 10.4% | $12.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $132.29万 | 0.66% | 4,497 | 75 | 1.7% | $2.21万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $131.59万 | 0.65% | 26,214 | -724 | -2.7% | -$3.63万 | 减仓 |
| IEF | ISHARES TR | $124.82万 | 0.62% | 13,079 | 3,161 | 31.9% | $30.17万 | 加仓 |
| AMZN | AMAZON COM INC | $124.78万 | 0.62% | 5,991 | 442 | 8.0% | $9.21万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $113.91万 | 0.57% | 50,874 | 4,790 | 10.4% | $10.72万 | 加仓 |
| TSLA | TESLA INC | $107.47万 | 0.53% | 2,891 | 56 | 2.0% | $2.08万 | 加仓 |
| IAU | ISHARES GOLD TR | $107.33万 | 0.53% | 12,175 | -5,170 | -29.8% | -$45.58万 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $103.93万 | 0.52% | 38,209 | 38,209 | — | $103.93万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $103.35万 | 0.51% | 3,419 | 17 | 0.5% | $5,139 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $99.86万 | 0.50% | 1,533 | 70 | 4.8% | $4.56万 | 加仓 |
| KLAC | KLA CORP | $99.18万 | 0.49% | 673 | -16 | -2.3% | -$2.36万 | 减仓 |
| CAT | CATERPILLAR INC | $95.21万 | 0.47% | 1,344 | -5 | -0.4% | -$3,542 | 减仓 |
| GLW | CORNING INC | $94.73万 | 0.47% | 6,967 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $92.39万 | 0.46% | 3,357 | 477 | 16.6% | $13.13万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $89.17万 | 0.44% | 2,639 | 62 | 2.4% | $2.09万 | 加仓 |
| RTX | RTX CORPORATION | $87.56万 | 0.43% | 4,539 | 362 | 8.7% | $6.98万 | 重新持有 |
| BSV | VANGUARD BD INDEX FDS | $86.48万 | 0.43% | 11,029 | 669 | 6.5% | $5.25万 | 加仓 |
| LLY | ELI LILLY & CO | $84.61万 | 0.42% | 920 | -7 | -0.8% | -$6,438 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $81.97万 | 0.41% | 13,667 | 622 | 4.8% | $3.73万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $78.25万 | 0.39% | 4,511 | -39 | -0.9% | -$6,765 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $77.44万 | 0.38% | 15,505 | -257 | -1.6% | -$1.28万 | 减仓 |
| USMV | ISHARES TR | $76.88万 | 0.38% | 8,290 | -2,212 | -21.1% | -$20.51万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $75.77万 | 0.38% | 8,229 | 571 | 7.5% | $5.26万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $74.64万 | 0.37% | 1,094 | 14 | 1.3% | $9,551 | 加仓 |
| SPTL | SPDR SERIES TRUST | $74.40万 | 0.37% | 28,285 | 1,510 | 5.6% | $3.97万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $73.49万 | 0.37% | 27,619 | 4,142 | 17.6% | $11.02万 | 加仓 |
| EWC | ISHARES INC | $72.31万 | 0.36% | 13,197 | 2,461 | 22.9% | $13.48万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $71.72万 | 0.36% | 11,193 | -905 | -7.5% | -$5.80万 | 减仓 |
| MTUM | ISHARES TR | $67.51万 | 0.34% | 2,813 | -754 | -21.1% | -$18.10万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $65.45万 | 0.33% | 3,589 | 143 | 4.1% | $2.61万 | 加仓 |
| EMB | ISHARES TR | $59.14万 | 0.29% | 6,296 | 1,175 | 22.9% | $11.04万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $57.66万 | 0.29% | 1,320 | -6 | -0.5% | -$2,621 | 减仓 |
| GOOG | ALPHABET INC | $56.31万 | 0.28% | 1,963 | 93 | 5.0% | $2.67万 | 加仓 |
| VB | VANGUARD INDEX FDS | $52.65万 | 0.26% | 2,010 | -542 | -21.2% | -$14.20万 | 减仓 |
| EIX | EDISON INTL | $52.62万 | 0.26% | 7,191 | 7,191 | — | $52.62万 | 新建仓 |
| AMGN | AMGEN INC | $52.33万 | 0.26% | 1,487 | 28 | 1.9% | $9,854 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $52.08万 | 0.26% | 4,602 | 36 | 0.8% | $4,074 | 加仓 |
| SPHY | SPDR SERIES TRUST | $51.62万 | 0.26% | 22,138 | 3,055 | 16.0% | $7.12万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $50.72万 | 0.25% | 17,668 | 2,445 | 16.1% | $7.02万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $49.06万 | 0.24% | 6,060 | -154 | -2.5% | -$1.25万 | 减仓 |
| VICI | VICI PPTYS INC | $48.91万 | 0.24% | 17,904 | 489 | 2.8% | $1.34万 | 加仓 |
| EXEL | EXELIXIS INC | $48.52万 | 0.24% | 11,312 | 116 | 1.0% | $4,975 | 加仓 |
| AMAT | APPLIED MATLS INC | $48.20万 | 0.24% | 1,410 | 9 | 0.6% | $3,077 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $46.12万 | 0.23% | 1,365 | 1,365 | — | $46.12万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $46.04万 | 0.23% | 10,507 | -295 | -2.7% | -$1.29万 | 减仓 |
| IJH | ISHARES TR | $45.48万 | 0.23% | 6,735 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $44.77万 | 0.22% | 2,282 | -190 | -7.7% | -$3.73万 | 减仓 |
| IVV | ISHARES TR | $44.32万 | 0.22% | 679 | 3 | 0.4% | $1,958 | 加仓 |
| NXT | NEXTPOWER INC | $44.19万 | 0.22% | 3,666 | 3,666 | — | $44.19万 | 新建仓 |
| QCOM | QUALCOMM INC | $43.66万 | 0.22% | 3,390 | -5 | -0.1% | -$644 | 减仓 |
| ABBV | ABBVIE INC | $41.55万 | 0.21% | 1,910 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $40.84万 | 0.20% | 2,407 | 232 | 10.7% | $3.94万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $40.81万 | 0.20% | 1,910 | 137 | 7.7% | $2.93万 | 重新持有 |
| VO | VANGUARD INDEX FDS | $40.24万 | 0.20% | 1,401 | -700 | -33.3% | -$20.11万 | 减仓 |
| IVW | ISHARES TR | $40.04万 | 0.20% | 3,540 | -65 | -1.8% | -$7,352 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $39.96万 | 0.20% | 2,740 | 203 | 8.0% | $2.96万 | 加仓 |