Center For Asset Management LLC
PALM BEACH GARDENS FL · SEC CIK 0001844878
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPSM | SPDR SERIES TRUST | $46.48万 | 0.21% | 8,060 | -56 | -0.7% | -$3,230 | 减仓 |
| NXT | NEXTPOWER INC | $45.11万 | 0.20% | 3,786 | 120 | 3.3% | $1.43万 | 加仓 |
| VGT | VANGUARD WORLD FD | $44.57万 | 0.20% | 3,729 | -487 | -11.6% | -$5.82万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $44.06万 | 0.20% | 2,856 | 116 | 4.2% | $1.79万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $43.74万 | 0.19% | 3,803 | 40 | 1.1% | $4,600 | 加仓 |
| SMH | VANECK ETF TRUST | $42.26万 | 0.19% | 644 | -112 | -14.8% | -$7.35万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $41.41万 | 0.18% | 16,868 | -800 | -4.5% | -$1.96万 | 减仓 |
| AZN | ASTRAZENECA PLC | $40.22万 | 0.18% | 2,121 | 102 | 5.1% | $1.93万 | 加仓 |
| AIQ | GLOBAL X FDS | $40.08万 | 0.18% | 6,110 | -658 | -9.7% | -$4.32万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $38.14万 | 0.17% | 4,973 | 12 | 0.2% | $920 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $37.85万 | 0.17% | 5,491 | 32 | 0.6% | $2,206 | 加仓 |
| URI | UNITED RENTALS INC | $37.39万 | 0.17% | 330 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $34.58万 | 0.15% | 1,361 | 107 | 8.5% | $2.72万 | 加仓 |
| CVS | CVS HEALTH CORP | $34.13万 | 0.15% | 3,299 | -68 | -2.0% | -$7,035 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $34.07万 | 0.15% | 2,060 | -77 | -3.6% | -$1.27万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $33.40万 | 0.15% | 1,753 | -436 | -19.9% | -$8.31万 | 减仓 |
| — | EXXON MOBIL CORP | $33.18万 | 0.15% | 2,427 | 20 | 0.8% | $2,734 | 加仓 |
| GE | GE AEROSPACE | $32.85万 | 0.15% | 879 | 46 | 5.5% | $1.72万 | 加仓 |
| INTC | INTEL CORP | $32.58万 | 0.14% | 2,333 | 2,333 | — | $32.58万 | 新建仓 |
| EG | EVEREST GROUP LTD | $32.01万 | 0.14% | 895 | -37 | -4.0% | -$1.32万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $31.75万 | 0.14% | 846 | -18 | -2.1% | -$6,756 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.38万 | 0.14% | 2,690 | 22 | 0.8% | $2,567 | 加仓 |
| IAU | ISHARES GOLD TR | $31.31万 | 0.14% | 4,146 | -8,029 | -65.9% | -$60.62万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $29.11万 | 0.13% | 1,657 | 32 | 2.0% | $5,623 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $28.86万 | 0.13% | 7,097 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $28.76万 | 0.13% | 851 | 52 | 6.5% | $1.76万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.73万 | 0.13% | 7,817 | 4 | 0.1% | $147 | 加仓 |
| OMC | OMNICOM GROUP INC | $28.35万 | 0.13% | 3,891 | 129 | 3.4% | $9,398 | 加仓 |
| SRE | SEMPRA | $28.34万 | 0.13% | 3,057 | -68 | -2.2% | -$6,304 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.16万 | 0.12% | 301 | 40 | 15.3% | $3.74万 | 加仓 |
| SDY | SPDR SERIES TRUST | $27.54万 | 0.12% | 1,810 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $27.46万 | 0.12% | 3,744 | -863 | -18.7% | -$6.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.32万 | 0.12% | 936 | 5 | 0.5% | $1,406 | 加仓 |
| TRUT | VANECK ETF TRUST | $26.13万 | 0.12% | 8,322 | 8,322 | — | $26.13万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $25.97万 | 0.12% | 4,807 | 267 | 5.9% | $1.44万 | 加仓 |
| QUAL | ISHARES TR | $25.85万 | 0.11% | 1,178 | 2 | 0.2% | $439 | 加仓 |
| V | VISA INC | $25.13万 | 0.11% | 732 | 3 | 0.4% | $1,030 | 加仓 |
| GIS | GENERAL MILLS INC | $24.52万 | 0.11% | 7,046 | 166 | 2.4% | $5,777 | 加仓 |
| LEN | LENNAR CORP | $24.44万 | 0.11% | 2,702 | -138 | -4.9% | -$1.25万 | 减仓 |
| VOX | VANGUARD WORLD FD | $24.35万 | 0.11% | 1,323 | 1,323 | — | $24.35万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $24.32万 | 0.11% | 1,344 | 53 | 4.1% | $9,592 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.97万 | 0.11% | 4,016 | -349 | -8.0% | -$2.08万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $22.56万 | 0.10% | 3,652 | 3,652 | — | $22.56万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $21.42万 | 0.10% | 676 | 676 | — | $21.42万 | 新建仓 |
| BA | BOEING CO | $20.98万 | 0.09% | 969 | 0 | 0.0% | — | 重新持有 |
| SPYM | SPDR SERIES TRUST | $20.96万 | 0.09% | 2,385 | -493 | -17.1% | -$4.33万 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.83万 | 0.09% | 4,618 | 4,618 | — | $20.83万 | 新建仓 |
| SONY | SONY GROUP CORP | $20.72万 | 0.09% | 10,327 | 595 | 6.1% | $1.19万 | 重新持有 |
| — | VANECK ETF TRUST | $20.33万 | 0.09% | 3,182 | 3,182 | — | $20.33万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.12万 | 0.09% | 405 | -272 | -40.2% | -$13.51万 | 重新持有 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $8.40万 | 0.04% | 14,538 | 14,538 | — | $8.40万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -4,511 | -100.0% | -$78.25万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,147 | -100.0% | -$24.23万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -3,926 | -100.0% | -$24.08万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -7,532 | -100.0% | -$22.99万 | 清仓 |
| TOTL | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -5,654 | -100.0% | -$22.46万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,205 | -100.0% | -$21.20万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -3,252 | -100.0% | -$20.83万 | 清仓 |