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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 113 项
建仓 9
增持 41
减持 49
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$28.1M
140,697
-50%
增持
DIVO
AMPLIFY ETF TR
+$25.2M
953,819
+503%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$14.2M
757,609
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。
清仓
DOW
DOW INC
-$5.2M
0
-100%
减持
HD
HOME DEPOT INC
-$4.8M
25,410
-41%
增持
KO
COCA COLA CO
+$4.6M
114,560
+286%
增持
SPY
SPDR S&P 500 ETF TR
+$4.5M
17,886
+249%
建仓
MGK
VANGUARD WORLD FD
+$3.4M
19,568
清仓
IRM
IRON MTN INC NEW
-$3.2M
0
-100%
增持
COWZ
PACER FDS TR
+$3.2M
152,255
+114%
清仓
OKE
ONEOK INC NEW
-$3.0M
0
-100%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$2.9M
50,900
建仓
SCHO
SCHWAB STRATEGIC TR
+$2.9M
60,529
建仓
VZ
VERIZON COMMUNICATIONS INC
+$2.7M
69,902
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$2.6M
0
-100%
清仓
CRM
SALESFORCE INC
-$1.7M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.6M
56,048
-2%
清仓
PYZ
INVESCO EXCHANGE TRADED FD T
-$1.6M
0
-100%
建仓
PFI
INVESCO EXCHANGE TRADED FD T
+$1.6M
41,013
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$1.4M
6,868
减持
SPYG
SPDR SER TR
-$1.4M
4,825
-85%
清仓
XT
ISHARES TR
-$1.3M
0
-100%
增持
TLT
ISHARES TR
-$1.2M
100,480
+0%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
2,860
-71%
建仓
EFA
ISHARES TR
+$762.0K
13,599
减持
MPC
MARATHON PETE CORP
+$688.0K
43,062
-1%
减持
NVO
NOVO-NORDISK A S
-$597.0K
39,690
-3%
减持
ABT
ABBOTT LABS
-$588.0K
15,428
-19%
减持
ALTL
PACER FDS TR
-$567.0K
95,786
-2%
减持
FNDX
SCHWAB STRATEGIC TR
-$558.0K
169,597
-0%
增持
GOOGL
ALPHABET INC
-$506.0K
19,324
+1689%
减持
QQQ
INVESCO QQQ TR
-$489.0K
20,451
-4%
清仓
EAGG
ISHARES TR
-$452.0K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$433.0K
19,692
-9%
减持
META
META PLATFORMS INC
-$419.0K
3,014
-41%
增持
BAC
BK OF AMERICA CORP
+$417.0K
107,803
+18%
减持
GSLC
GOLDMAN SACHS ETF TR
-$344.0K
78,997
-1%
增持
HAL
HALLIBURTON CO
-$341.0K
51,755
+1%
减持
IWF
ISHARES TR
-$333.0K
12,958
-7%
增持
AVGO
BROADCOM INC
-$313.0K
10,240
+2%
增持
CAT
CATERPILLAR INC
-$304.0K
29,701
+3%
减持
SUSA
ISHARES TR
-$298.0K
38,555
-4%
减持
SDY
SPDR SER TR
-$297.0K
32,448
-2%
减持
MTUM
ISHARES TR
-$296.0K
42,797
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$290.0K
17,404
+2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$285.0K
131,340
+0%
减持
JPM
JPMORGAN CHASE & CO
-$267.0K
31,356
-0%
减持
GS
GOLDMAN SACHS GROUP INC
-$256.0K
11,597
-6%
增持
—
EATON CORP PLC
+$255.0K
23,242
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$230.0K
16,908
-1%
清仓
QCOM
QUALCOMM INC
-$225.0K
0
-100%
减持
PXI
INVESCO EXCHANGE TRADED FD T
-$223.0K
106,447
-8%
增持
UNP
UNION PAC CORP
-$219.0K
18,931
+3%
增持
TJX
TJX COS INC NEW
+$219.0K
23,249
+6%
建仓
EEM
ISHARES TR
+$215.0K
6,159
增持
EZM
WISDOMTREE TR
-$214.0K
111,218
+0%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$213.0K
10,074
+1%
增持
—
TRANE TECHNOLOGIES PLC
+$206.0K
9,221
+6%
清仓
IEFA
ISHARES TR
-$203.0K
0
-100%
清仓
IWD
ISHARES TR
-$203.0K
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$202.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$201.0K
0
-100%
清仓
WY
WEYERHAEUSER CO MTN BE
-$201.0K
0
-100%
减持
IJH
ISHARES TR
-$200.0K
2,069
-28%
减持
EW
EDWARDS LIFESCIENCES CORP
-$189.0K
15,147
-0%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$188.0K
5,709
-32%
减持
SHY
ISHARES TR
-$169.0K
38,843
-3%
增持
IJR
ISHARES TR
-$158.0K
43,993
+2%
增持
IQV
IQVIA HLDGS INC
-$157.0K
6,433
+6%
减持
SPGI
S&P GLOBAL INC
-$147.0K
4,405
-0%
减持
ARKK
ARK ETF TR
-$146.0K
28,821
-7%
减持
MSI
MOTOROLA SOLUTIONS INC
+$138.0K
18,230
-3%
增持
—
CHUBB LIMITED
-$138.0K
16,589
+3%
增持
TGT
TARGET CORP
+$137.0K
15,977
+1%
增持
RWJ
INVESCO EXCH TRADED FD TR II
-$136.0K
40,954
+2%
减持
QUAL
ISHARES TR
-$133.0K
11,786
-3%
增持
AGG
ISHARES TR
+$121.0K
3,781
+58%
增持
F
FORD MTR CO DEL
+$111.0K
232,020
+4%
增持
CVX
CHEVRON CORP NEW
+$109.0K
22,659
+4%
增持
SYF
SYNCHRONY FINANCIAL
+$109.0K
39,141
+9%
减持
JNJ
JOHNSON & JOHNSON
-$96.0K
4,067
-5%
减持
VUG
VANGUARD INDEX FDS
-$96.0K
1,430
-21%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$95.0K
2,603
-0%
增持
ITOT
ISHARES TR
+$91.0K
38,985
+9%
增持
GOOG
ALPHABET INC
-$85.0K
3,600
+1727%
减持
SO
SOUTHERN CO
-$83.0K
17,638
-2%
增持
INTU
INTUIT
+$78.0K
3,042
+7%
增持
EL
LAUDER ESTEE COS INC
-$77.0K
4,756
+10%
减持
RJF
RAYMOND JAMES FINL INC
+$77.0K
8,821
-1%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$76.0K
43,581
+1%
增持
PSL
INVESCO EXCHANGE TRADED FD T
-$70.0K
25,813
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$69.0K
12,244
+11%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$68.0K
25,267
-1%
减持
IVV
ISHARES TR
-$67.0K
610
-19%
增持
CMCSA
COMCAST CORP NEW
-$66.0K
7,446
+3%
减持
V
VISA INC
-$62.0K
1,211
-14%
减持
AMZN
AMAZON COM INC
-$53.0K
21,564
-8%
增持
VOO
VANGUARD INDEX FDS
+$49.0K
1,104
+23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$35.0K
1,348
-7%
减持
SCHG
SCHWAB STRATEGIC TR
-$34.0K
3,585
-11%
减持
WMT
WALMART INC
+$32.0K
4,216
-0%
减持
AAPL
APPLE INC
-$31.0K
75,067
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$31.0K
6,673
-9%
减持
CSCO
CISCO SYS INC
-$26.0K
6,593
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$25.0K
3,400
-3%
增持
TSLA
TESLA INC
+$24.0K
3,528
+161%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$14.0K
1,966
+7%
减持
PAVE
GLOBAL X FDS
+$10.0K
60,871
-1%
减持
TXN
TEXAS INSTRS INC
-$8.0K
1,445
-4%
增持
MRK
MERCK & CO INC
+$8.0K
3,538
+9%
减持
ROK
ROCKWELL AUTOMATION INC
+$3.0K
1,066
-6%
增持
PFE
PFIZER INC
+$3.0K
4,680
+21%
增持
—
NXP SEMICONDUCTORS N V
+$0
8,305
+0%
