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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $39.82万 | 0.20% | 2,019 | 2,019 | — | $39.82万 | 新建仓 |
| ASML | ASML HLDG NV | $39.76万 | 0.20% | 301 | 24 | 8.7% | $3.17万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $39.32万 | 0.20% | 2,745 | 68 | 2.5% | $9,742 | 加仓 |
| SPSM | SPDR SERIES TRUST | $39.22万 | 0.19% | 8,116 | 683 | 9.2% | $3.30万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.03万 | 0.19% | 2,668 | 26 | 1.0% | $3,803 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $38.29万 | 0.19% | 4,961 | 284 | 6.1% | $2.19万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $37.55万 | 0.19% | 5,459 | 276 | 5.3% | $1.90万 | 加仓 |
| VGT | VANGUARD WORLD FD | $36.78万 | 0.18% | 527 | 193 | 57.8% | $13.47万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $36.30万 | 0.18% | 4,027 | -90 | -2.2% | -$8,112 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $35.66万 | 0.18% | 3,763 | 23 | 0.6% | $2,179 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $32.14万 | 0.16% | 1,625 | -108 | -6.2% | -$2.14万 | 减仓 |
| IYW | ISHARES TR | $31.70万 | 0.16% | 1,747 | 78 | 4.7% | $1.42万 | 加仓 |
| AIQ | GLOBAL X FDS | $31.58万 | 0.16% | 6,768 | -2 | -0.0% | -$93 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $30.65万 | 0.15% | 1,254 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $30.50万 | 0.15% | 932 | 42 | 4.7% | $1.37万 | 加仓 |
| SRE | SEMPRA | $30.36万 | 0.15% | 3,125 | 47 | 1.5% | $4,566 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.56万 | 0.15% | 7,813 | 7,813 | — | $29.56万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $29.09万 | 0.14% | 2,189 | -115 | -5.0% | -$1.53万 | 减仓 |
| SMH | VANECK ETF TRUST | $28.99万 | 0.14% | 756 | 133 | 21.3% | $5.10万 | 加仓 |
| OMC | OMNICOM GROUP INC | $28.33万 | 0.14% | 3,762 | -38 | -1.0% | -$2,862 | 减仓 |
| SDY | SPDR SERIES TRUST | $26.42万 | 0.13% | 1,810 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $26.01万 | 0.13% | 261 | 17 | 7.0% | $1.69万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $25.97万 | 0.13% | 7,097 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $25.94万 | 0.13% | 4,607 | -918 | -16.6% | -$5.17万 | 减仓 |
| GIS | GENERAL MILLS INC | $25.61万 | 0.13% | 6,880 | 243 | 3.7% | $9,045 | 加仓 |
| LEN | LENNAR CORP | $24.66万 | 0.12% | 2,840 | -291 | -9.3% | -$2.53万 | 减仓 |
| IVE | ISHARES TR | $24.23万 | 0.12% | 1,147 | -30 | -2.5% | -$6,336 | 减仓 |
| CVS | CVS HEALTH CORP | $24.18万 | 0.12% | 3,367 | 15 | 0.4% | $1,077 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $24.16万 | 0.12% | 799 | -6 | -0.7% | -$1,814 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $24.08万 | 0.12% | 3,926 | 40 | 1.0% | $2,454 | 加仓 |
| URI | UNITED RENTALS INC | $24.04万 | 0.12% | 330 | -41 | -11.1% | -$2.99万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $24.01万 | 0.12% | 864 | 45 | 5.5% | $1.25万 | 加仓 |
| GE | GE AEROSPACE | $23.64万 | 0.12% | 833 | 833 | — | $23.64万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.59万 | 0.12% | 4,365 | -74 | -1.7% | -$4,000 | 减仓 |
| KGC | KINROSS GOLD CORP | $22.99万 | 0.11% | 7,532 | 7,532 | — | $22.99万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $22.93万 | 0.11% | 2,137 | 83 | 4.0% | $8,904 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.58万 | 0.11% | 931 | 5 | 0.5% | $1,213 | 加仓 |
| QUAL | ISHARES TR | $22.55万 | 0.11% | 1,176 | 3 | 0.3% | $575 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $22.46万 | 0.11% | 5,654 | 5,654 | — | $22.46万 | 新建仓 |
| V | VISA INC | $22.03万 | 0.11% | 729 | 51 | 7.5% | $1.54万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $21.58万 | 0.11% | 4,540 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $21.34万 | 0.11% | 1,291 | 32 | 2.5% | $5,289 | 加仓 |
| NFLX | NETFLIX INC. | $21.20万 | 0.11% | 2,205 | -403 | -15.5% | -$3.88万 | 减仓 |
| TSN | TYSON FOODS INC | $20.83万 | 0.10% | 3,252 | -204 | -5.9% | -$1.31万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -35,816 | -100.0% | -$73.92万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -3,956 | -100.0% | -$63.83万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -4,469 | -100.0% | -$45.98万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -16,082 | -100.0% | -$40.05万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,715 | -100.0% | -$31.53万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,331 | -100.0% | -$21.43万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,317 | -100.0% | -$21.37万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDIS | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,003 | -100.0% | -$20.46万 | 清仓 |