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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
增持 21
减持 8
清仓 121
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
+$5.3M
283,134
-0%
增持
AAPL
APPLE INC
+$1.2M
33,183
+1%
增持
ABT
ABBOTT LABS
+$1.0M
7,709
+2436%
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。
减持
CRWD
CROWDSTRIKE HLDGS INC
-$944.0K
2,035
-63%
增持
FNDX
SCHWAB STRATEGIC TR
+$940.0K
176,638
+1%
增持
HD
HOME DEPOT INC
+$736.0K
8,282
+1%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$715.0K
33,978
+15%
增持
MTUM
ISHARES TR
+$704.0K
34,992
+9%
增持
EZM
WISDOMTREE TR
+$672.0K
105,212
+4%
增持
SUSA
ISHARES TR
+$588.0K
37,982
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$547.0K
4,350
+23%
减持
IWF
ISHARES TR
+$526.0K
16,944
-0%
增持
TSLA
TESLA INC
+$508.0K
1,126
+28%
增持
ITOT
ISHARES TR
+$444.0K
38,652
+3%
增持
EFA
ISHARES TR
+$364.0K
7,835
+142%
减持
GPN
GLOBAL PMTS INC
-$340.0K
1,819
-51%
清仓
PINS
PINTEREST INC
-$320.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$259.0K
4,522
+1%
增持
IJR
ISHARES TR
+$253.0K
46,868
+0%
清仓
BA
BOEING CO
-$206.0K
0
-100%
清仓
—
TWITTER INC
-$203.0K
0
-100%
减持
KO
COCA COLA CO
+$197.0K
32,468
-1%
清仓
HON
HONEYWELL INTL INC
-$195.0K
0
-100%
清仓
TGT
TARGET CORP
-$187.0K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$183.0K
0
-100%
清仓
ALL
ALLSTATE CORP
-$179.0K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$175.0K
0
-100%
清仓
—
ASTRAZENECA PLC
-$173.0K
0
-100%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$167.0K
0
-100%
增持
SO
SOUTHERN CO
+$166.0K
23,621
+1%
清仓
INTC
INTEL CORP
-$162.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$153.0K
0
-100%
清仓
—
STERIS PLC
-$149.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$149.0K
622
+6%
清仓
MMM
3M CO
-$149.0K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$135.0K
0
-100%
清仓
IWD
ISHARES TR
-$135.0K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$134.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$134.0K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$133.0K
0
-100%
清仓
PEP
PEPSICO INC
-$129.0K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$128.0K
0
-100%
清仓
IWO
ISHARES TR
-$127.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$126.0K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$123.0K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$120.0K
0
-100%
清仓
CRM
SALESFORCE COM INC
-$120.0K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$118.0K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$116.0K
0
-100%
清仓
ABBV
ABBVIE INC
-$113.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$112.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$110.0K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$107.0K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$106.0K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$105.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$105.0K
0
-100%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$105.0K
30,767
-2%
清仓
ESML
ISHARES TR
-$104.0K
0
-100%
减持
ARKK
ARK ETF TR
-$103.0K
6,301
-0%
清仓
AMGN
AMGEN INC
-$103.0K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$103.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$99.0K
0
-100%
清仓
PATH
UIPATH INC
-$96.0K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$96.0K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$93.0K
0
-100%
清仓
—
EATON CORP PLC
-$92.0K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$91.0K
0
-100%
清仓
SRE
SEMPRA
-$91.0K
0
-100%
清仓
NKE
NIKE INC
-$90.0K
0
-100%
清仓
GOLF
ACUSHNET HLDGS CORP
-$89.0K
0
-100%
清仓
LDOS
LEIDOS HOLDINGS INC
-$88.0K
0
-100%
清仓
CME
CME GROUP INC
-$87.0K
0
-100%
清仓
EEM
ISHARES TR
-$87.0K
0
-100%
清仓
LNT
ALLIANT ENERGY CORP
-$86.0K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$86.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$85.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$83.0K
749
+6%
清仓
NDSN
NORDSON CORP
-$83.0K
0
-100%
清仓
NOW
SERVICENOW INC
-$83.0K
0
-100%
清仓
ORCL
ORACLE CORP
-$83.0K
0
-100%
清仓
—
BLACKROCK INC
-$82.0K
0
-100%
清仓
BKH
BLACK HILLS CORP
-$82.0K
0
-100%
清仓
—
AON PLC
-$81.0K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$79.0K
0
-100%
清仓
SFBS
SERVISFIRST BANCSHARES INC
-$78.0K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$78.0K
0
-100%
清仓
IJH
ISHARES TR
-$78.0K
0
-100%
清仓
DAR
DARLING INGREDIENTS INC
-$75.0K
0
-100%
清仓
BOND
PIMCO ETF TR
-$74.0K
0
-100%
清仓
IXN
ISHARES TR
-$72.0K
0
-100%
清仓
—
UNILEVER PLC
-$72.0K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$71.0K
0
-100%
清仓
MRNA
MODERNA INC
-$71.0K
0
-100%
清仓
EBAY
EBAY INC.
-$70.0K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$70.0K
0
-100%
增持
IVV
ISHARES TR
+$70.0K
558
+23%
清仓
AVY
AVERY DENNISON CORP
-$69.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$68.0K
0
-100%
清仓
LLY
LILLY ELI & CO
-$68.0K
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$68.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$68.0K
0
-100%
清仓
HSY
HERSHEY CO
-$68.0K
0
-100%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$65.0K
0
-100%
增持
IEFA
ISHARES TR
+$65.0K
3,645
+31%
清仓
ADI
ANALOG DEVICES INC
-$65.0K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$64.0K
0
-100%
清仓
TFX
TELEFLEX INCORPORATED
-$64.0K
0
-100%
清仓
—
CATCHMARK TIMBER TR INC
-$64.0K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$64.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$64.0K
0
-100%
清仓
SLF
SUN LIFE FINANCIAL INC.
-$63.0K
0
-100%
清仓
—
NUANCE COMMUNICATIONS INC
-$63.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$62.0K
0
-100%
清仓
VSGX
VANGUARD WORLD FD
-$62.0K
0
-100%
清仓
—
DUKE REALTY CORP
-$60.0K
0
-100%
清仓
EVRG
EVERGY INC
-$59.0K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$59.0K
0
-100%
清仓
DIN
DINE BRANDS GLOBAL INC
-$58.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$58.0K
202
+3%
清仓
IWN
ISHARES TR
-$57.0K
0
-100%
清仓
MSA
MSA SAFETY INC
-$57.0K
0
-100%
清仓
BAX
BAXTER INTL INC
-$57.0K
0
-100%
清仓
PAYX
PAYCHEX INC
-$56.0K
0
-100%
清仓
INVH
INVITATION HOMES INC
-$56.0K
0
-100%
清仓
—
CITRIX SYS INC
-$55.0K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$55.0K
0
-100%
清仓
FNDF
SCHWAB STRATEGIC TR
-$53.0K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$52.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$52.0K
0
-100%
清仓
—
DISCOVER FINL SVCS
-$52.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$50.0K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$50.0K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$49.0K
0
-100%
清仓
—
THOMSON REUTERS CORP.
-$49.0K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$49.0K
0
-100%
清仓
GIS
GENERAL MLS INC
-$48.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$47.0K
1,557
+5%
清仓
—
TRANE TECHNOLOGIES PLC
-$47.0K
0
-100%
清仓
AFL
AFLAC INC
-$45.0K
0
-100%
清仓
LOW
LOWES COS INC
-$44.0K
0
-100%
清仓
HUN
HUNTSMAN CORP
-$42.0K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$42.0K
0
-100%
清仓
NVS
NOVARTIS AG
-$42.0K
0
-100%
清仓
IEMG
ISHARES INC
-$41.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$41.0K
0
-100%
清仓
SDY
SPDR SER TR
-$41.0K
0
-100%
清仓
CSGP
COSTAR GROUP INC
-$41.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$40.0K
6,238
-1%
清仓
T
AT&T INC
-$39.0K
0
-100%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$39.0K
0
-100%