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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 111 项
建仓 59
增持 37
减持 12
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$13.2M
57,067
+1132%
建仓
TLT
ISHARES TR
+$11.5M
100,048
减持
VTI
VANGUARD INDEX FDS
-$11.2M
282,843
-0%
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
HD
HOME DEPOT INC
+$9.6M
42,921
+489%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.0M
17,073
+1025%
建仓
QQQ
INVESCO QQQ TR
+$6.0M
21,247
建仓
GSLC
GOLDMAN SACHS ETF TR
+$6.0M
79,454
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$5.5M
131,051
建仓
DIVO
AMPLIFY ETF TR
+$5.3M
158,230
建仓
DOW
DOW INC
+$5.2M
100,998
建仓
CAT
CATERPILLAR INC
+$5.2M
28,963
增持
AAPL
APPLE INC
+$4.6M
76,105
+130%
建仓
NVO
NOVO-NORDISK A S
+$4.6M
40,846
建仓
PXI
INVESCO EXCHANGE TRADED FD T
+$4.4M
115,261
增持
AVGO
BROADCOM INC
+$4.3M
10,004
+1039%
建仓
ALTL
PACER FDS TR
+$4.0M
97,670
建仓
MSI
MOTOROLA SOLUTIONS INC
+$3.9M
18,821
建仓
SDY
SPDR SER TR
+$3.9M
32,988
建仓
UNP
UNION PAC CORP
+$3.9M
18,320
建仓
GS
GOLDMAN SACHS GROUP INC
+$3.7M
12,306
建仓
MPC
MARATHON PETE CORP
+$3.6M
43,654
建仓
SHY
ISHARES TR
+$3.3M
40,136
建仓
IRM
IRON MTN INC NEW
+$3.2M
65,831
建仓
—
CHUBB LIMITED
+$3.2M
16,050
建仓
CVX
CHEVRON CORP NEW
+$3.1M
21,729
建仓
UPS
UNITED PARCEL SERVICE INC
+$3.1M
16,989
建仓
COWZ
PACER FDS TR
+$3.1M
71,067
增持
JPM
JPMORGAN CHASE & CO
+$3.0M
31,473
+652%
建仓
OKE
ONEOK INC NEW
+$3.0M
53,380
建仓
—
EATON CORP PLC
+$2.8M
22,584
增持
BAC
BK OF AMERICA CORP
+$2.6M
91,191
+1749%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$2.6M
19,384
建仓
F
FORD MTR CO DEL
+$2.5M
223,529
建仓
TGT
TARGET CORP
+$2.2M
15,821
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.0M
21,571
+227%
建仓
PSL
INVESCO EXCHANGE TRADED FD T
+$2.0M
25,493
增持
GOOGL
ALPHABET INC
+$1.8M
1,080
+448%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.8M
43,244
建仓
CRM
SALESFORCE INC
+$1.7M
10,117
建仓
SPYG
SPDR SER TR
+$1.6M
31,511
建仓
HAL
HALLIBURTON CO
+$1.6M
51,485
建仓
PYZ
INVESCO EXCHANGE TRADED FD T
+$1.6M
21,851
建仓
NVDA
NVIDIA CORPORATION
+$1.5M
9,890
建仓
SPGI
S&P GLOBAL INC
+$1.5M
4,425
建仓
EW
EDWARDS LIFESCIENCES CORP
+$1.4M
15,150
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$1.4M
2,604
减持
FNDX
SCHWAB STRATEGIC TR
-$1.4M
170,090
-1%
建仓
PAVE
GLOBAL X FDS
+$1.4M
61,222
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.4M
9,954
建仓
QUAL
ISHARES TR
+$1.4M
12,157
建仓
IQV
IQVIA HLDGS INC
+$1.3M
6,093
建仓
XT
ISHARES TR
+$1.3M
27,009
建仓
ARKK
ARK ETF TR
+$1.2M
30,918
建仓
—
NXP SEMICONDUCTORS N V
+$1.2M
8,278
建仓
TJX
TJX COS INC NEW
+$1.2M
21,943
建仓
—
TRANE TECHNOLOGIES PLC
+$1.1M
8,695
建仓
EL
LAUDER ESTEE COS INC
+$1.1M
4,336
建仓
INTU
INTUIT
+$1.1M
2,854
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.0M
11,027
建仓
SYF
SYNCHRONY FINANCIAL
+$994.0K
36,002
减持
ITOT
ISHARES TR
-$885.0K
35,927
-7%
减持
IJR
ISHARES TR
-$786.0K
43,216
-2%
增持
EZM
WISDOMTREE TR
-$733.0K
111,055
+4%
增持
IWF
ISHARES TR
-$705.0K
13,987
+3%
建仓
IJH
ISHARES TR
+$654.0K
2,890
建仓
PDP
INVESCO EXCHANGE TRADED FD T
+$574.0K
8,425
增持
ABT
ABBOTT LABS
+$499.0K
19,154
+43%
增持
AMZN
AMAZON COM INC
+$466.0K
23,446
+3676%
建仓
EAGG
ISHARES TR
+$452.0K
9,242
增持
RWJ
INVESCO EXCH TRADED FD TR II
-$404.0K
40,013
+7%
建仓
VUG
VANGUARD INDEX FDS
+$402.0K
1,804
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$366.0K
7,310
增持
SUSA
ISHARES TR
-$337.0K
39,973
+9%
建仓
NOBL
PROSHARES TR
+$313.0K
3,672
增持
TSLA
TESLA INC
-$293.0K
1,354
+21%
建仓
IVV
ISHARES TR
+$286.0K
754
减持
HCA
HCA HEALTHCARE INC
-$248.0K
2,511
-6%
减持
NFLX
NETFLIX INC
-$240.0K
1,191
-0%
清仓
IJJ
ISHARES TR
-$229.0K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$226.0K
1,133
清仓
EFA
ISHARES TR
-$226.0K
0
-100%
建仓
QCOM
QUALCOMM INC
+$225.0K
1,759
清仓
IJT
ISHARES TR
-$206.0K
0
-100%
建仓
IWD
ISHARES TR
+$203.0K
1,399
减持
RJF
RAYMOND JAMES FINL INC
-$197.0K
8,891
-1%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$146.0K
25,651
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$111.0K
1,838
-1%
增持
META
META PLATFORMS INC
+$105.0K
5,135
+58%
增持
WMT
WALMART INC
-$91.0K
4,236
+4%
增持
KO
COCA COLA CO
+$89.0K
29,678
+3%
减持
HUBB
HUBBELL INC
-$84.0K
2,236
-15%
增持
MRK
MERCK & CO INC
+$75.0K
3,258
+20%
减持
VOO
VANGUARD INDEX FDS
-$71.0K
901
-2%
增持
MTUM
ISHARES TR
-$55.0K
43,339
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$51.0K
1,448
+14%
增持
ADSK
AUTODESK INC
+$49.0K
1,600
+52%
增持
GPN
GLOBAL PMTS INC
-$47.0K
1,828
+0%
增持
CSCO
CISCO SYS INC
-$46.0K
6,797
+13%
增持
JNJ
JOHNSON & JOHNSON
+$39.0K
4,281
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$31.0K
5,125
+22%
增持
—
ACCENTURE PLC IRELAND
-$30.0K
725
+6%
增持
V
VISA INC
+$24.0K
1,406
+23%
增持
GOOG
ALPHABET INC
+$23.0K
197
+35%
增持
MCD
MCDONALDS CORP
+$20.0K
1,904
+5%
增持
CMCSA
COMCAST CORP NEW
-$15.0K
7,237
+13%
增持
SCHD
SCHWAB STRATEGIC TR
-$14.0K
3,499
+4%
增持
PG
PROCTER AND GAMBLE CO
-$10.0K
1,586
+2%
减持
PFE
PFIZER INC
-$10.0K
3,854
-6%
增持
TXN
TEXAS INSTRS INC
-$8.0K
1,511
+16%
增持
LMT
LOCKHEED MARTIN CORP
+$8.0K
623
+6%
增持
AGG
ISHARES TR
-$6.0K
2,389
+3%
