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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 113 项
建仓 16
增持 44
减持 43
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
TLT
ISHARES TR
-$10.3M
0
-100%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$6.9M
166,372
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$6.9M
1,011,232
+33%
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
+$6.7M
43,399
+71%
减持
SPY
SPDR S&P 500 ETF TR
-$4.5M
4,836
-73%
增持
IJR
ISHARES TR
+$4.3M
86,375
+96%
减持
COWZ
PACER FDS TR
-$3.6M
57,426
-62%
建仓
JAAA
JANUS DETROIT STR TR
+$3.2M
64,499
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$2.9M
9,303
-77%
清仓
SCHO
SCHWAB STRATEGIC TR
-$2.9M
0
-100%
增持
MRK
MERCK & CO INC
+$2.8M
27,731
+684%
减持
DIVO
AMPLIFY ETF TR
+$2.7M
927,542
-3%
增持
JNJ
JOHNSON & JOHNSON
+$2.7M
19,115
+370%
建仓
—
MEDTRONIC PLC
+$2.6M
33,697
建仓
DVN
DEVON ENERGY CORP NEW
+$2.5M
40,325
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.4M
5,460
-92%
增持
CAT
CATERPILLAR INC
+$2.4M
30,296
+2%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$1.7M
66,587
建仓
—
PIONEER NAT RES CO
+$1.6M
7,046
增持
NVO
NOVO-NORDISK A S
+$1.6M
40,967
+3%
减持
MGK
VANGUARD WORLD FD
-$1.5M
10,819
-45%
减持
VTI
VANGUARD INDEX FDS
+$1.5M
139,943
-1%
减持
ALTL
PACER FDS TR
-$1.5M
47,934
-50%
建仓
—
STERIS PLC
+$1.5M
7,947
建仓
ULTA
ULTA BEAUTY INC
+$1.3M
2,737
减持
AMZN
AMAZON COM INC
-$1.3M
13,885
-36%
建仓
GINN
GOLDMAN SACHS ETF TR
+$1.3M
31,085
清仓
EW
EDWARDS LIFESCIENCES CORP
-$1.3M
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$1.2M
2,687
清仓
INTU
INTUIT
-$1.2M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
33,019
+5%
建仓
XT
ISHARES TR
+$1.1M
23,796
建仓
PYZ
INVESCO EXCHANGE TRADED FD T
+$1.1M
13,984
增持
MTUM
ISHARES TR
+$1.1M
46,015
+8%
清仓
ARKK
ARK ETF TR
-$1.1M
0
-100%
增持
KO
COCA COLA CO
+$1.0M
117,017
+2%
增持
CVX
CHEVRON CORP NEW
+$964.8K
23,510
+4%
增持
MSFT
MICROSOFT CORP
+$942.4K
58,362
+4%
减持
FNDX
SCHWAB STRATEGIC TR
+$903.5K
168,478
-1%
增持
HAL
HALLIBURTON CO
+$806.1K
52,863
+2%
增持
MSI
MOTOROLA SOLUTIONS INC
+$784.0K
18,885
+4%
清仓
EFA
ISHARES TR
-$762.0K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$756.7K
12,102
+4%
增持
—
CHUBB LIMITED
+$743.2K
17,045
+3%
增持
SPYG
SPDR SER TR
+$735.2K
19,285
+300%
增持
SHY
ISHARES TR
+$716.8K
47,687
+23%
增持
—
EATON CORP PLC
+$710.6K
24,279
+4%
减持
MPC
MARATHON PETE CORP
+$652.4K
42,352
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$619.7K
17,275
+2%
增持
EZM
WISDOMTREE TR
+$576.0K
112,442
+1%
减持
TSLA
TESLA INC
-$528.9K
3,305
-6%
建仓
AFL
AFLAC INC
+$515.4K
7,164
增持
BAC
BANK AMERICA CORP
+$484.2K
112,930
+5%
增持
UNP
UNION PAC CORP
+$480.1K
20,129
+6%
增持
TJX
TJX COS INC NEW
+$461.9K
23,944
+3%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$457.9K
129,019
-2%
清仓
IJH
ISHARES TR
-$454.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$417.2K
18,570
+7%
增持
AAPL
APPLE INC
-$380.9K
76,912
+2%
清仓
AGG
ISHARES TR
-$364.0K
0
-100%
减持
SDY
SPDR SER TR
+$354.2K
31,750
-2%
减持
GSLC
GOLDMAN SACHS ETF TR
+$336.0K
78,103
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$327.8K
19,689
-0%
增持
NVDA
NVIDIA CORPORATION
+$287.8K
4,344
+52%
增持
—
TRANE TECHNOLOGIES PLC
+$268.7K
9,540
+3%
减持
ITOT
ISHARES TR
-$261.9K
33,480
-14%
增持
EL
LAUDER ESTEE COS INC
+$253.8K
5,162
+9%
增持
F
FORD MTR CO DEL
+$248.3K
244,828
+6%
增持
TGT
TARGET CORP
+$239.9K
17,518
+10%
增持
PAVE
GLOBAL X FDS
+$226.9K
61,567
+1%
增持
IQV
IQVIA HLDGS INC
+$220.5K
6,762
+5%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$219.5K
43,568
-0%
清仓
EEM
ISHARES TR
-$215.0K
0
-100%
建仓
IWD
ISHARES TR
+$212.2K
1,399
建仓
IJJ
ISHARES TR
+$210.7K
2,090
增持
SYF
SYNCHRONY FINANCIAL
+$206.4K
39,848
+2%
建仓
—
ACCENTURE PLC IRELAND
+$203.3K
762
清仓
SCHG
SCHWAB STRATEGIC TR
-$200.0K
0
-100%
减持
PSL
INVESCO EXCHANGE TRADED FD T
+$196.1K
25,733
-0%
减持
SUSA
ISHARES TR
+$177.9K
37,717
-2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$175.2K
12,489
+2%
减持
AVGO
BROADCOM INC
-$167.9K
7,832
-24%
减持
AZO
AUTOZONE INC
-$154.4K
85
-50%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$147.3K
53,429
+5%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$137.5K
10,069
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$132.7K
2,638
+1%
减持
QQQ
INVESCO QQQ TR
-$129.6K
20,041
-2%
减持
SPGI
S&P GLOBAL INC
+$123.8K
4,385
-0%
增持
GOOGL
ALPHABET INC
-$119.2K
19,594
+1%
增持
PFI
INVESCO EXCHANGE TRADED FD T
+$103.9K
41,113
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$102.9K
707
+13%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$94.3K
20,350
-19%
减持
ABT
ABBOTT LABS
-$92.2K
12,759
-17%
减持
—
NXP SEMICONDUCTORS N V
+$81.8K
8,269
-0%
增持
PFE
PFIZER INC
+$80.3K
5,567
+19%
增持
CMCSA
COMCAST CORP NEW
+$69.3K
8,216
+10%
减持
PXI
INVESCO EXCHANGE TRADED FD T
+$60.0K
98,103
-8%
减持
—
APARTMENT INCOME REIT CORP
-$57.0K
6,061
-12%
减持
SO
SOUTHERN CO
+$50.9K
17,503
-1%
减持
CSCO
CISCO SYS INC
+$48.4K
6,557
-1%
减持
IWF
ISHARES TR
-$44.6K
12,516
-3%
减持
NFLX
NETFLIX INC
+$44.4K
1,100
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$41.0K
1,298
-4%
减持
WMT
WALMART INC
+$36.6K
4,116
-2%
减持
HCA
HCA HEALTHCARE INC
-$35.1K
1,775
-29%
减持
GOOG
ALPHABET INC
-$33.7K
3,520
-2%
减持
SCHD
SCHWAB STRATEGIC TR
+$28.0K
3,362
-1%
增持
VOO
VANGUARD INDEX FDS
+$26.9K
1,107
+0%
减持
RJF
RAYMOND JAMES FINL INC
+$15.8K
8,309
-6%
减持
V
VISA INC
+$15.6K
1,110
-8%
减持
VUG
VANGUARD INDEX FDS
-$7.2K
1,402
-2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$6.8K
6,886
+0%
减持
TXN
TEXAS INSTRS INC
+$6.5K
1,395
-3%
