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Consolidated Planning Corp 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Consolidated Planning Corp
报告期 2026-03-31 · CIK 0001805250
持仓数
144
前50大市值合计
$542.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 131
增持 13
减持 6
方向
标的
Δ市值
现股数(环比)
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.4M
5,538
增持
VTI
VANGUARD INDEX FDS
+$939.0K
283,769
+2%
增持
FNDX
SCHWAB STRATEGIC TR
+$468.0K
174,479
+7%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
RJF
RAYMOND JAMES FINL INC
+$461.0K
9,852
+185%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$381.0K
29,668
+16%
增持
EZM
WISDOMTREE TR
+$362.0K
100,915
+8%
建仓
SCHG
SCHWAB STRATEGIC TR
+$299.0K
2,018
减持
IJR
ISHARES TR
-$275.0K
46,836
-2%
增持
MTUM
ISHARES TR
+$270.0K
32,219
+4%
建仓
SCHD
SCHWAB STRATEGIC TR
+$249.0K
3,359
建仓
PG
PROCTER AND GAMBLE CO
+$208.0K
1,486
建仓
BA
BOEING CO
+$206.0K
938
建仓
IVV
ISHARES TR
+$196.0K
454
增持
SUSA
ISHARES TR
+$193.0K
35,938
+5%
增持
AAPL
APPLE INC
+$187.0K
32,813
+1%
建仓
TGT
TARGET CORP
+$187.0K
817
建仓
TFC
TRUIST FINL CORP
+$183.0K
3,121
建仓
ALL
ALLSTATE CORP
+$179.0K
1,405
建仓
WM
WASTE MGMT INC DEL
+$175.0K
1,175
建仓
—
ASTRAZENECA PLC
+$173.0K
2,878
增持
PINS
PINTEREST INC
-$172.0K
6,272
+1%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$167.0K
8,328
建仓
INTC
INTEL CORP
+$162.0K
3,047
建仓
PFE
PFIZER INC
+$157.0K
3,646
建仓
VZ
VERIZON COMMUNICATIONS INC
+$153.0K
2,837
建仓
MMM
3M CO
+$149.0K
848
建仓
—
STERIS PLC
+$149.0K
729
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$135.0K
614
建仓
IWD
ISHARES TR
+$135.0K
864
建仓
KMI
KINDER MORGAN INC DEL
+$134.0K
8,034
建仓
UNP
UNION PAC CORP
+$134.0K
682
建仓
—
TE CONNECTIVITY LTD
+$133.0K
966
建仓
PEP
PEPSICO INC
+$129.0K
856
建仓
WEC
WEC ENERGY GROUP INC
+$128.0K
1,456
建仓
IWO
ISHARES TR
+$127.0K
431
建仓
DIS
DISNEY WALT CO
+$126.0K
743
建仓
BDX
BECTON DICKINSON & CO
+$123.0K
500
建仓
VO
VANGUARD INDEX FDS
+$120.0K
507
建仓
CRM
SALESFORCE COM INC
+$120.0K
444
建仓
MRSH
MARSH & MCLENNAN COS INC
+$118.0K
777
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$116.0K
579
建仓
ABBV
ABBVIE INC
+$113.0K
1,049
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$112.0K
194
减持
AMZN
AMAZON COM INC
-$111.0K
586
-1%
建仓
MA
MASTERCARD INCORPORATED
+$110.0K
317
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$107.0K
1,244
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$106.0K
2,120
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$105.0K
183
建仓
VUG
VANGUARD INDEX FDS
+$105.0K
362
建仓
ESML
ISHARES TR
+$104.0K
2,660
建仓
VBK
VANGUARD INDEX FDS
+$103.0K
366
建仓
AMGN
AMGEN INC
+$103.0K
483
建仓
ITW
ILLINOIS TOOL WKS INC
+$99.0K
478
建仓
AJG
GALLAGHER ARTHUR J & CO
+$96.0K
649
建仓
PATH
UIPATH INC
+$96.0K
1,818
建仓
DHR
DANAHER CORPORATION
+$93.0K
305
建仓
—
EATON CORP PLC
+$92.0K
615
建仓
SRE
SEMPRA
+$91.0K
719
建仓
RSG
REPUBLIC SVCS INC
+$91.0K
754
建仓
NKE
NIKE INC
+$90.0K
620
建仓
GOLF
ACUSHNET HLDGS CORP
+$89.0K
1,914
建仓
LDOS
LEIDOS HOLDINGS INC
+$88.0K
918
建仓
EEM
ISHARES TR
+$87.0K
1,718
建仓
CME
CME GROUP INC
+$87.0K
451
建仓
LNT
ALLIANT ENERGY CORP
+$86.0K
1,535
建仓
DUK
DUKE ENERGY CORP NEW
+$86.0K
885
建仓
SPGI
S&P GLOBAL INC
+$85.0K
200
建仓
NDSN
NORDSON CORP
+$83.0K
348
建仓
ORCL
ORACLE CORP
+$83.0K
958
建仓
NOW
SERVICENOW INC
+$83.0K
133
建仓
BKH
BLACK HILLS CORP
+$82.0K
1,300
建仓
—
BLACKROCK INC
+$82.0K
98
建仓
—
AON PLC
+$81.0K
282
增持
ARKK
ARK ETF TR
-$79.0K
6,324
+6%
建仓
CL
COLGATE PALMOLIVE CO
+$79.0K
1,050
建仓
VTV
VANGUARD INDEX FDS
+$78.0K
574
建仓
IJH
ISHARES TR
+$78.0K
295
建仓
SFBS
SERVISFIRST BANCSHARES INC
+$78.0K
1,008
减持
TSLA
TESLA INC
+$77.0K
879
-1%
建仓
DAR
DARLING INGREDIENTS INC
+$75.0K
1,045
减持
KO
COCA COLA CO
-$74.0K
32,884
-1%
建仓
BOND
PIMCO ETF TR
+$74.0K
665
建仓
IXN
ISHARES TR
+$72.0K
1,272
建仓
—
UNILEVER PLC
+$72.0K
1,326
建仓
APD
AIR PRODS & CHEMS INC
+$71.0K
277
建仓
MRNA
MODERNA INC
+$71.0K
185
建仓
VEA
VANGUARD TAX-MANAGED INTL FD
+$70.0K
1,396
建仓
EBAY
EBAY INC.
+$70.0K
1,000
建仓
AVY
AVERY DENNISON CORP
+$69.0K
335
建仓
LLY
LILLY ELI & CO
+$68.0K
294
建仓
MGK
VANGUARD WORLD FD
+$68.0K
290
建仓
NEE
NEXTERA ENERGY INC
+$68.0K
872
建仓
PNC
PNC FINL SVCS GROUP INC
+$68.0K
350
建仓
HSY
HERSHEY CO
+$68.0K
402
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$65.0K
2,160
建仓
ADI
ANALOG DEVICES INC
+$65.0K
386
建仓
TFX
TELEFLEX INCORPORATED
+$64.0K
171
建仓
—
CATCHMARK TIMBER TR INC
+$64.0K
5,357
建仓
QCOM
QUALCOMM INC
+$64.0K
495
建仓
ETR
ENTERGY CORP NEW
+$64.0K
643
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$64.0K
574
建仓
SLF
SUN LIFE FINANCIAL INC.
+$63.0K
1,227
建仓
—
NUANCE COMMUNICATIONS INC
+$63.0K
1,147
建仓
—
MEDTRONIC PLC
+$62.0K
497
建仓
VSGX
VANGUARD WORLD FD
+$62.0K
1,005
建仓
—
DUKE REALTY CORP
+$60.0K
1,253
建仓
EVRG
EVERGY INC
+$59.0K
945
建仓
VB
VANGUARD INDEX FDS
+$59.0K
271
建仓
DIN
DINE BRANDS GLOBAL INC
+$58.0K
709
减持
IWF
ISHARES TR
-$58.0K
16,977
-2%
建仓
BAX
BAXTER INTL INC
+$57.0K
706
建仓
IWN
ISHARES TR
+$57.0K
356
建仓
MSA
MSA SAFETY INC
+$57.0K
394
建仓
INVH
INVITATION HOMES INC
+$56.0K
1,451
建仓
PAYX
PAYCHEX INC
+$56.0K
502
建仓
FIS
FIDELITY NATL INFORMATION SV
+$55.0K
455
建仓
—
CITRIX SYS INC
+$55.0K
511
增持
MSFT
MICROSOFT CORP
+$54.0K
4,477
+0%
建仓
FNDF
SCHWAB STRATEGIC TR
+$53.0K
1,600
建仓
PM
PHILIP MORRIS INTL INC
+$52.0K
546
建仓
CAT
CATERPILLAR INC
+$52.0K
270
建仓
—
DISCOVER FINL SVCS
+$52.0K
426
建仓
CVX
CHEVRON CORP NEW
+$50.0K
496
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$50.0K
359
建仓
XLK
SELECT SECTOR SPDR TR
+$49.0K
330
建仓
NVDA
NVIDIA CORPORATION
+$49.0K
238
建仓
—
THOMSON REUTERS CORP.
+$49.0K
440
增持
SO
SOUTHERN CO
+$48.0K
23,456
+1%
建仓
GIS
GENERAL MLS INC
+$48.0K
800
建仓
—
TRANE TECHNOLOGIES PLC
+$47.0K
275
建仓
AFL
AFLAC INC
+$45.0K
854
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$45.0K
31,386
+3%
建仓
LOW
LOWES COS INC
+$44.0K
219
建仓
NVS
NOVARTIS AG
+$42.0K
519
建仓
HUN
HUNTSMAN CORP
+$42.0K
1,405
建仓
AEP
AMERICAN ELEC PWR CO INC
+$42.0K
523
建仓
IEMG
ISHARES INC
+$41.0K
671
建仓
CSGP
COSTAR GROUP INC
+$41.0K
480
建仓
COST
COSTCO WHSL CORP NEW
+$41.0K
91
建仓
SDY
SPDR SER TR
+$41.0K
352
建仓
T
AT&T INC
+$39.0K
1,427
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$39.0K
204
建仓
MS
MORGAN STANLEY
+$38.0K
386
减持
HD
HOME DEPOT INC
+$38.0K
8,230
-1%
建仓
AME
AMETEK INC
+$38.0K
303
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$38.0K
226
建仓
IWP
ISHARES TR
+$38.0K
340
建仓
XPEV
XPENG INC
+$37.0K
1,050
建仓
IEX
IDEX CORP
+$37.0K
177
建仓
SHW
SHERWIN WILLIAMS CO
+$36.0K
129
