Centricity Wealth Management, LLC — Q1 2025 13F 持股

Name: Centricity Wealth Management, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002054645

申报总市值

US$1.3亿

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仅显示前 200 大持股（共 449 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	13.14%	—	+1.79%
2	JPST	Jpmorgan Ultra-short Income	ETF-其他	4.61%	—	+8.99%
3	EFA	Ishares Msci Eafe ETF	ETF-其他	4.31%	—	+13.39%
4	IBDT	Ishares Ibonds Dec 2028 ETF	ETF-其他	4.29%	—	+3.05%
5	IBDS	Ishrs Ibnds Dec 27 CORP ETF	ETF-其他	3.99%	—	+10.26%
6	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	3.82%	—	+2.80%
7	VOOV	Vanguard S&p 500 Value ETF	ETF-大型股与成长	3.20%	—	+25.67%
8	VOOG	Vanguard S&p 500 Growth ETF	ETF-大型股与成长	3.01%	—	+15.85%
9	GLD	Spdr Gold Shares	ETF-避险与商品	2.83%	—	+3.27%
10	IBDR	Ishares Ibonds Dec 2026 Term	ETF-其他	2.82%	—	+7.72%
11	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	2.61%	—	+0.98%
12	DGRO	Ishares Core Dividend Growth	ETF-其他	2.52%	—	+20.76%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.48%	—	-0.04%
14	VIG	Vanguard Dividend Apprec ETF	ETF-其他	2.23%	—	+1.01%
15	IUSV	Ishares Core S&p U.s. Value	ETF-其他	2.13%	—	+1.34%
16	IBDU	Ishares Ibonds Dec 2029 Term	ETF-其他	1.64%	—	+6.25%
17	MSFT	Microsoft CORP	股票-科技	1.35%	—	—
18	AMZN	Amazon.com INC	股票-周期性消费	1.11%	—	+0.82%
19	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	1.10%	—	+55.48%
20	AAPL	Apple INC	股票-科技	1.06%	—	-3.41%
21	VO	Vanguard Mid-cap ETF	ETF-其他	0.97%	—	+17.68%
22	IBDV	Ishares Ibonds Dec 2030 CORP	ETF-其他	0.90%	—	+2.50%
23	TSCO	Tractor Supply Company	股票-周期性消费	0.89%	—	—
24	IEUR	Ishares Core Msci Europe ETF	ETF-其他	0.87%	—	+1.96%
25	V	Visa Inc-class A Shares	股票-金融	0.77%	—	—
26	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.76%	—	-25.01%
27	VGT	Vanguard Info Tech ETF	ETF-科技型	0.71%	—	+13.64%
28	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.71%	—	+3.48%
29	JPM	Jpmorgan Chase & Co	股票-金融	0.69%	—	+3.37%
30	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.69%	—	—
31	VXUS	Vanguard Total Intl Stock	ETF-其他	0.67%	—	-3.82%
32	KO	Coca-cola Co/the	股票-非周期性消费	0.65%	—	-0.71%
33	NVDA	Nvidia CORP	股票-科技	0.63%	—	-5.53%
34	VONE	Vanguard Russell 1000	ETF-其他	0.63%	—	+0.04%
35	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.62%	—	+1.26%
36	LLY	Eli Lilly & Co	股票-医疗保健	0.62%	—	-0.36%
37	IBDW	Ishares Ibonds Dec 2031 CORP	ETF-其他	0.50%	—	—
38	NSC	Norfolk Southern CORP	股票-工业	0.47%	—	—
39	VONV	Vanguard Russell 1000 Value	ETF-其他	0.46%	—	+8.26%
40	XLK	Ss Technology Select Sector	ETF-科技型	0.45%	—	-1.96%
41	MCK	Mckesson CORP	股票-医疗保健	0.45%	—	-14.84%
42	IXUS	Ishares Core Intl Stock ETF	ETF-其他	0.44%	—	+20.73%
43	HD	Home Depot INC	股票-周期性消费	0.43%	—	+0.08%
44	COST	Costco Wholesale CORP	股票-非周期性消费	0.42%	—	+6.77%
45	ORCL	Oracle CORP	股票-科技	0.41%	—	—
46	DVY	Ishares Select Dividend ETF	ETF-其他	0.38%	—	—
47	PG	Procter & Gamble Co/the	股票-非周期性消费	0.36%	—	—
48	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.35%	—	—
49	VONG	Vanguard Russell 1000 Growth	ETF-其他	0.34%	—	+0.05%
50	VHT	Vanguard Health Care ETF	ETF-其他	0.34%	—	+21.27%

1–50 of 200