Centric Wealth Management 13F 持仓 · 2026年Q2
Centric Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 209 只证券，申报市值合计 6.43 亿美元。前几大持仓：UPS（7.66%）、VOO（6.49%）、SGOV（4.84%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | UPS | UNITED PARCEL SVCS INC | $49.3M | 7.66% | 480,457 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $41.8M | 6.49% | 60,977 | 增持 |
| 3 | SGOV | ISHARES TR | $31.2M | 4.84% | 310,239 | 持平 |
| 4 | VONV | VANGUARD SCOTTSDALE FDS | $27.0M | 4.20% | 252,918 | 增持 |
| 5 | AAPL | APPLE INC | $18.5M | 2.88% | 66,927 | 持平 |
| 6 | VCRB | VANGUARD MALVERN FDS | $16.7M | 2.60% | 220,113 | 新建仓 |
| 7 | VXUS | VANGUARD STAR FDS | $15.3M | 2.38% | 180,068 | 增持 |
| 8 | UNH | UNITEDHEALTH GROUP INC | $15.2M | 2.36% | 39,178 | 增持 |
| 9 | HFSI | HARTFORD FDS EXCHANGE TRADED | $14.4M | 2.24% | 411,612 | 持平 |
| 10 | VTI | VANGUARD INDEX FDS | $11.6M | 1.81% | 31,189 | 增持 |
| 11 | PALC | PACER FDS TR | $10.3M | 1.60% | 189,528 | 持平 |
| 12 | WSM | WILLIAMS SONOMA INC | $10.2M | 1.58% | 47,725 | 增持 |
| 13 | FTLS | FIRST TR EXCH TRADED FD III | $9.7M | 1.51% | 132,533 | 持平 |
| 14 | WMT | WALMART INC | $9.5M | 1.48% | 79,456 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $9.3M | 1.45% | 47,040 | 持平 |
| 16 | IBDV | ISHARES TR | $9.1M | 1.42% | 418,846 | 持平 |
| 17 | LLY | ELI LILLY & CO | $9.0M | 1.39% | 9,262 | 持平 |
| 18 | SCHR | SCHWAB STRATEGIC TR | $8.7M | 1.35% | 351,983 | 持平 |
| 19 | MSFT | MICROSOFT CORP | $8.6M | 1.34% | 20,794 | 持平 |
| 20 | UNP | UNION PAC CORP | $7.8M | 1.21% | 27,680 | 增持 |
| 21 | BND | VANGUARD BD INDEX FDS | $7.7M | 1.20% | 106,459 | 增持 |
| 22 | SCHD | SCHWAB STRATEGIC TR | $7.6M | 1.18% | 241,204 | 持平 |
| 23 | V | VISA INC | $7.0M | 1.09% | 20,065 | 增持 |
| 24 | WM | WASTE MGMT INC DEL | $6.8M | 1.05% | 29,837 | 增持 |
| 25 | VTWG | VANGUARD SCOTTSDALE FDS | $6.5M | 1.02% | 24,280 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR