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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 54
增持 64
减持 17
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$8.5M
91,264
-35%
增持
SCHD
SCHWAB STRATEGIC TR
+$8.5M
119,899
+3466%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$7.0M
100,538
+156%
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
QQQ
INVESCO QQQ TR
+$6.1M
31,785
+81%
增持
CSCO
CISCO SYS INC
+$5.6M
115,066
+1709%
建仓
BA
BOEING CO
+$5.6M
26,418
增持
DIVO
AMPLIFY ETF TR
+$5.0M
1,053,160
+13%
增持
VOO
VANGUARD INDEX FDS
+$4.5M
12,128
+996%
清仓
GS
GOLDMAN SACHS GROUP INC
-$4.2M
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$4.0M
0
-100%
减持
HD
HOME DEPOT INC
-$4.0M
27,904
-35%
建仓
—
JOHNSON CTLS INTL PLC
+$3.9M
57,136
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.9M
138,452
+133%
增持
PG
PROCTER AND GAMBLE CO
+$3.8M
26,912
+1597%
建仓
FDX
FEDEX CORP
+$3.7M
15,041
减持
BAC
BANK AMERICA CORP
-$3.7M
7,753
-94%
减持
ABT
ABBOTT LABS
-$3.6M
8,180
-81%
清仓
COWZ
PACER FDS TR
-$3.5M
0
-100%
增持
MSFT
MICROSOFT CORP
+$3.5M
55,577
+4%
建仓
TTC
TORO CO
+$3.3M
32,571
建仓
VLUE
ISHARES TR
+$3.2M
34,081
建仓
GCOW
PACER FDS TR
+$3.2M
95,945
建仓
IEFA
ISHARES TR
+$3.0M
44,253
增持
AAPL
APPLE INC
+$2.9M
70,047
+8%
清仓
ALTL
PACER FDS TR
-$2.9M
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.8M
5,579
-72%
清仓
SPYG
SPDR SER TR
-$2.7M
0
-100%
减持
SHY
ISHARES TR
-$2.7M
23,412
-58%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.3M
19,876
+146%
增持
TSLA
TESLA INC
+$2.3M
11,070
+269%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$2.2M
138,439
增持
TLT
ISHARES TR
+$1.9M
21,603
+655%
建仓
FNDF
SCHWAB STRATEGIC TR
+$1.9M
57,911
清仓
DFAI
DIMENSIONAL ETF TRUST
-$1.7M
0
-100%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$1.7M
43,884
增持
AVGO
BROADCOM INC
+$1.7M
7,406
+1%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.6M
11,874
减持
NVDA
NVIDIA CORPORATION
+$1.5M
10,964
-2%
清仓
EL
LAUDER ESTEE COS INC
-$1.4M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.3M
36,293
+10%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.3M
181,028
+9%
增持
EZM
WISDOMTREE TR
+$1.3M
128,594
+16%
建仓
GPC
GENUINE PARTS CO
+$1.3M
7,387
建仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$1.1M
76,845
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
30,339
+21%
建仓
DON
WISDOMTREE TR
+$1.1M
25,842
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
39,168
+10%
建仓
XYLD
GLOBAL X FDS
+$1.0M
25,254
增持
MTUM
ISHARES TR
+$1.0M
50,953
+12%
建仓
ABBV
ABBVIE INC
+$850.0K
6,309
建仓
DUK
DUKE ENERGY CORP NEW
+$820.3K
9,140
增持
—
EATON CORP PLC
+$763.2K
23,973
+1%
增持
GOOGL
ALPHABET INC
+$739.8K
23,854
+17%
减持
F
FORD MTR CO DEL
+$712.8K
282,310
-0%
建仓
MO
ALTRIA GROUP INC
+$692.2K
15,279
建仓
PEP
PEPSICO INC
+$689.9K
3,725
建仓
XLE
SELECT SECTOR SPDR TR
+$687.6K
8,471
建仓
ADI
ANALOG DEVICES INC
+$676.1K
3,471
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$659.1K
1,917
增持
WMT
WALMART INC
+$638.2K
30,438
+8%
建仓
GSK
GSK PLC
+$622.7K
17,471
建仓
VO
VANGUARD INDEX FDS
+$614.2K
2,790
增持
MRK
MERCK & CO INC
+$609.5K
39,472
+6%
建仓
ORCL
ORACLE CORP
+$561.8K
4,717
增持
CAT
CATERPILLAR INC
+$556.6K
26,533
+2%
增持
MCD
MCDONALDS CORP
+$534.8K
3,576
+88%
增持
MPC
MARATHON PETE CORP
-$530.1K
37,461
+3%
建仓
IJH
ISHARES TR
+$525.8K
2,011
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$514.2K
2,608
+115%
减持
DFUS
DIMENSIONAL ETF TRUST
+$501.7K
159,332
-1%
建仓
LLY
LILLY ELI & CO
+$473.7K
1,010
建仓
FBND
FIDELITY MERRIMACK STR TR
+$469.6K
10,339
建仓
BND
VANGUARD BD INDEX FDS
+$469.1K
6,453
增持
UNH
UNITEDHEALTH GROUP INC
+$437.1K
18,644
+3%
增持
V
VISA INC
+$436.7K
6,850
+29%
建仓
—
PIONEER NAT RES CO
+$423.9K
2,026
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$412.3K
0
-100%
增持
—
MEDTRONIC PLC
+$406.8K
44,861
+2%
增持
PFE
PFIZER INC
+$406.4K
18,188
+185%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$401.3K
21,342
+7%
清仓
TGT
TARGET CORP
-$397.2K
0
-100%
减持
IWF
ISHARES TR
+$394.5K
13,129
-0%
建仓
VGT
VANGUARD WORLD FDS
+$394.0K
891
建仓
ACWI
ISHARES TR
+$389.3K
4,058
增持
TXN
TEXAS INSTRS INC
+$385.7K
3,584
+157%
建仓
VUG
VANGUARD INDEX FDS
+$385.1K
1,361
增持
SPGI
S&P GLOBAL INC
+$384.8K
4,614
+9%
建仓
O
REALTY INCOME CORP
+$384.4K
6,429
建仓
NEE
NEXTERA ENERGY INC
+$376.8K
5,078
建仓
LOW
LOWES COS INC
+$375.6K
1,664
建仓
DLR
DIGITAL RLTY TR INC
+$363.8K
3,195
建仓
PRU
PRUDENTIAL FINL INC
+$347.7K
3,941
建仓
PAYX
PAYCHEX INC
+$325.2K
2,907
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$324.4K
1,009,404
-0%
增持
SUSA
ISHARES TR
+$321.5K
41,025
+2%
清仓
ROK
ROCKWELL AUTOMATION INC
-$312.8K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$308.0K
998
增持
SPY
SPDR S&P 500 ETF TR
+$307.5K
4,817
+8%
增持
—
STERIS PLC
+$298.4K
8,178
+1%
建仓
CSX
CSX CORP
+$292.3K
8,573
建仓
DE
DEERE & CO
+$290.9K
718
增持
PAVE
GLOBAL X FDS
+$283.4K
57,908
+7%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$281.7K
2,876
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$280.9K
61,166
+7%
建仓
ITW
ILLINOIS TOOL WKS INC
+$273.7K
1,094
建仓
KLAC
KLA CORP
+$270.4K
557
增持
SO
SOUTHERN CO
+$266.4K
21,067
+21%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$247.8K
22,512
+4%
建仓
AXP
AMERICAN EXPRESS CO
+$246.1K
1,413
清仓
HCA
HCA HEALTHCARE INC
-$242.8K
0
-100%
增持
IVV
ISHARES TR
+$240.4K
1,102
+81%
建仓
AMT
AMERICAN TOWER CORP NEW
+$239.4K
1,234
增持
HUBB
HUBBELL INC
+$234.1K
2,347
+5%
减持
META
META PLATFORMS INC
+$229.1K
3,432
-4%
建仓
MCK
MCKESSON CORP
+$226.5K
530
增持
IQV
IQVIA HLDGS INC
+$225.4K
6,911
+3%
增持
COST
COSTCO WHSL CORP NEW
+$222.0K
3,310
+5%
清仓
OXY
OCCIDENTAL PETE CORP
-$219.9K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$217.7K
1,094
增持
SDY
SPDR SER TR
+$211.8K
26,307
+8%
清仓
NOC
NORTHROP GRUMMAN CORP
-$204.7K
0
-100%
建仓
USMV
ISHARES TR
+$204.4K
2,750
建仓
WY
WEYERHAEUSER CO MTN BE
+$203.7K
6,080
建仓
WFC
WELLS FARGO CO NEW
+$203.4K
4,765
建仓
MDLZ
MONDELEZ INTL INC
+$203.2K
2,786
增持
TECB
ISHARES TR
+$202.1K
40,315
+1%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$201.5K
0
-100%
增持
MGK
VANGUARD WORLD FD
+$188.1K
3,596
+12%
增持
LMT
LOCKHEED MARTIN CORP
+$185.0K
1,042
+67%
增持
TJX
TJX COS INC NEW
+$183.8K
19,523
+4%
增持
ULTA
ULTA BEAUTY INC
-$183.1K
3,012
+3%
增持
—
NXP SEMICONDUCTORS N V
+$182.9K
8,779
+1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$179.9K
17,394
+1%
增持
NFLX
NETFLIX INC
+$177.5K
1,566
+6%
建仓
T
AT&T INC
+$172.4K
10,810
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$152.0K
14,535
+2%
减持
IJR
ISHARES TR
+$151.8K
83,638
-1%
增持
JAAA
JANUS DETROIT STR TR
+$151.7K
82,175
+3%
减持
GSLC
GOLDMAN SACHS ETF TR
+$142.0K
61,119
-4%
减持
ITOT
ISHARES TR
+$140.8K
30,037
-3%
增持
UNP
UNION PAC CORP
+$137.5K
18,571
+2%
减持
RFV
INVESCO EXCHANGE TRADED FD T
+$118.7K
31,545
-5%
增持
NVO
NOVO-NORDISK A S
+$118.1K
27,211
+1%
清仓
FNB
F N B CORP
-$116.6K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$109.5K
2,804
+3%
增持
HAL
HALLIBURTON CO
+$107.3K
48,700
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$107.1K
10,382
+45%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$100.0K
98,310
-4%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$93.5K
8,634
+3%
增持
RJF
RAYMOND JAMES FINL INC
+$92.7K
8,636
+0%
