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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 13
增持 54
减持 66
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
MGMT
UNIFIED SER TR
+$13.2M
382,093
减持
SCHD
SCHWAB STRATEGIC TR
-$4.9M
53,691
-55%
减持
QQQ
INVESCO QQQ TR
-$3.9M
21,840
-31%
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
VOO
VANGUARD INDEX FDS
-$3.8M
2,816
-77%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$3.6M
1,356
-93%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$3.3M
72,863
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$3.3M
69,862
-50%
清仓
TTC
TORO CO
-$3.3M
0
-100%
建仓
APD
AIR PRODS & CHEMS INC
+$3.3M
11,565
清仓
—
CHUBB LIMITED
-$3.2M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$3.2M
6,182
-77%
减持
VLUE
ISHARES TR
-$2.7M
5,519
-84%
增持
SPY
SPDR S&P 500 ETF TR
+$2.6M
11,132
+131%
减持
IEFA
ISHARES TR
-$2.5M
7,848
-82%
增持
META
META PLATFORMS INC
+$2.1M
10,436
+204%
建仓
CRM
SALESFORCE INC
+$2.0M
10,061
建仓
FISV
FISERV INC
+$1.9M
17,178
增持
RWJ
INVESCO EXCH TRADED FD TR II
-$1.8M
263,508
+162%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.8M
27,077
-80%
减持
AAPL
APPLE INC
-$1.7M
69,350
-1%
建仓
LULU
LULULEMON ATHLETICA INC
+$1.5M
3,814
增持
MPC
MARATHON PETE CORP
+$1.5M
38,572
+3%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$1.5M
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$1.4M
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$1.4M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
14,972
-20%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
48,995
+25%
减持
XLV
SELECT SECTOR SPDR TR
-$1.3M
2,291
-81%
增持
MSFT
MICROSOFT CORP
-$1.2M
56,018
+1%
增持
—
JOHNSON CTLS INTL PLC
-$785.5K
58,411
+2%
增持
CAT
CATERPILLAR INC
+$772.4K
26,743
+1%
减持
IJR
ISHARES TR
-$724.8K
80,672
-4%
增持
VTI
VANGUARD INDEX FDS
+$707.4K
97,977
+7%
增持
—
EXXON MOBIL CORP
+$689.4K
34,084
+10%
增持
NVO
NOVO-NORDISK A S
+$664.6K
55,732
+105%
减持
MTUM
ISHARES TR
-$630.8K
48,124
-6%
增持
F
FORD MTR CO DEL
-$617.1K
294,240
+4%
增持
KO
COCA COLA CO
-$576.7K
137,723
+0%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$552.9K
1,066,739
+6%
增持
CVX
CHEVRON CORP NEW
+$513.8K
28,376
+5%
增持
HAL
HALLIBURTON CO
+$477.4K
51,474
+6%
减持
ABT
ABBOTT LABS
-$464.4K
2,220
-73%
增持
FDX
FEDEX CORP
+$424.3K
15,676
+4%
减持
SDY
SPDR SER TR
-$410.7K
24,471
-7%
清仓
GOOG
ALPHABET INC
-$406.5K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$403.2K
1,013
-64%
增持
—
EATON CORP PLC
+$402.3K
24,491
+2%
增持
HD
HOME DEPOT INC
+$400.9K
30,015
+8%
减持
GSLC
GOLDMAN SACHS ETF TR
-$394.2K
58,672
-4%
清仓
VGT
VANGUARD WORLD FDS
-$394.0K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$381.5K
21,086
-6%
增持
BA
BOEING CO
-$366.8K
27,189
+3%
减持
RFV
INVESCO EXCHANGE TRADED FD T
-$362.5K
29,437
-7%
减持
FNDF
SCHWAB STRATEGIC TR
-$359.4K
47,697
-18%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$348.2K
56,919
-7%
减持
DFUS
DIMENSIONAL ETF TRUST
-$342.8K
157,479
-1%
增持
—
PIONEER NAT RES CO
+$330.2K
3,285
+62%
减持
JNJ
JOHNSON & JOHNSON
-$325.2K
30,135
-1%
增持
CSCO
CISCO SYS INC
+$313.6K
116,582
+1%
减持
AVGO
BROADCOM INC
-$286.0K
7,391
-0%
增持
GOOGL
ALPHABET INC
+$283.5K
23,981
+1%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$281.7K
0
-100%
减持
GCOW
PACER FDS TR
-$277.6K
89,229
-7%
增持
MRK
MERCK & CO INC
-$277.3K
41,550
+5%
增持
WMT
WALMART INC
+$274.4K
31,631
+4%
增持
—
MEDTRONIC PLC
-$272.2K
46,967
+5%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$261.4K
1,562
增持
DIVO
AMPLIFY ETF TR
-$259.2K
1,084,433
+3%
减持
FBND
FIDELITY MERRIMACK STR TR
-$254.1K
4,946
-52%
建仓
UNM
UNUM GROUP
+$251.9K
5,120
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$251.6K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$249.7K
3,143
-51%
建仓
PSX
PHILLIPS 66
+$244.7K
2,037
清仓
AMT
AMERICAN TOWER CORP NEW
-$239.4K
0
-100%
增持
FNDX
SCHWAB STRATEGIC TR
+$228.4K
190,334
+5%
清仓
MCK
MCKESSON CORP
-$226.5K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$225.9K
3,556
+7%
建仓
CAH
CARDINAL HEALTH INC
+$224.6K
2,587
增持
TJX
TJX COS INC NEW
+$224.6K
21,161
+8%
减持
MGK
VANGUARD WORLD FD
-$224.1K
2,742
-24%
清仓
BAC
BANK AMERICA CORP
-$222.4K
0
-100%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$222.1K
94,684
-4%
清仓
—
APARTMENT INCOME REIT CORP
-$218.7K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$217.7K
0
-100%
建仓
QCOM
QUALCOMM INC
+$211.7K
1,906
建仓
GPN
GLOBAL PMTS INC
+$210.9K
1,828
建仓
DDS
DILLARDS INC
+$205.9K
623
清仓
USMV
ISHARES TR
-$204.4K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$203.4K
5,111
-8%
清仓
WFC
WELLS FARGO CO NEW
-$203.4K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$203.2K
0
-100%
减持
IJH
ISHARES TR
-$198.7K
1,312
-35%
减持
FDVV
FIDELITY COVINGTON TRUST
-$190.3K
40,260
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$180.4K
6,347
-39%
减持
MCD
MCDONALDS CORP
-$178.6K
3,373
-6%
增持
MSI
MOTOROLA SOLUTIONS INC
-$177.0K
18,088
+4%
增持
—
TRANE TECHNOLOGIES PLC
+$176.0K
9,325
+4%
减持
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$175.7K
68,071
-11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$175.1K
21,183
-1%
减持
DON
WISDOMTREE TR
-$174.7K
22,265
-14%
减持
AMZN
AMAZON COM INC
-$166.9K
35,899
-1%
减持
ACWI
ISHARES TR
-$163.3K
2,447
-40%
减持
PFE
PFIZER INC
-$155.4K
15,427
-15%
减持
VUG
VANGUARD INDEX FDS
-$148.1K
870
-36%
增持
GPC
GENUINE PARTS CO
-$144.2K
7,660
+4%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$143.8K
1,539
-20%
增持
EZM
WISDOMTREE TR
+$142.8K
137,057
+7%
增持
CMCSA
COMCAST CORP NEW
+$140.7K
9,082
+44%
减持
LMT
LOCKHEED MARTIN CORP
-$140.7K
829
-20%
减持
XYLD
GLOBAL X FDS
-$136.5K
23,147
-8%
减持
ADI
ANALOG DEVICES INC
-$131.0K
3,114
-10%
增持
V
VISA INC
+$122.6K
7,620
+11%
减持
NFLX
NETFLIX INC
-$121.5K
1,505
-4%
减持
O
REALTY INCOME CORP
-$121.3K
5,268
-18%
增持
UNP
UNION PAC CORP
+$118.9K
19,232
+4%
减持
ITOT
ISHARES TR
-$118.1K
29,947
-0%
增持
SPGI
S&P GLOBAL INC
-$117.4K
4,741
+3%
增持
SUSA
ISHARES TR
-$116.8K
41,400
+1%
减持
TXN
TEXAS INSTRS INC
-$116.7K
3,324
-7%
增持
IQV
IQVIA HLDGS INC
-$107.9K
7,348
+6%
增持
ORCL
ORACLE CORP
+$107.8K
6,322
+34%
增持
XLE
SELECT SECTOR SPDR TR
+$100.5K
8,718
+3%
减持
NEE
NEXTERA ENERGY INC
-$97.8K
4,870
-4%
增持
JAAA
JANUS DETROIT STR TR
+$87.6K
83,142
+1%
增持
PEP
PEPSICO INC
+$87.6K
4,589
+23%
减持
XT
ISHARES TR
-$85.0K
22,901
-1%
减持
MO
ALTRIA GROUP INC
-$79.6K
14,566
-5%
减持
PAVE
GLOBAL X FDS
-$76.5K
57,388
-1%
减持
GINN
GOLDMAN SACHS ETF TR
-$73.2K
26,515
-1%
减持
IRT
INDEPENDENCE RLTY TR INC
-$71.4K
12,715
-7%
增持
HUBB
HUBBELL INC
+$70.3K
2,707
+15%
减持
DUK
DUKE ENERGY CORP NEW
-$69.6K
8,505
-7%
减持
LLY
ELI LILLY & CO
+$66.7K
1,006
-0%
减持
TECB
ISHARES TR
-$64.8K
39,966
-1%
增持
AFL
AFLAC INC
+$54.4K
3,347
+15%
减持
QUAL
ISHARES TR
-$53.0K
10,325
-1%
增持
SHY
ISHARES TR
+$50.9K
24,073
+3%
增持
TSLA
TESLA INC
-$42.3K
11,415
+3%
增持
WY
WEYERHAEUSER CO MTN BE
+$39.9K
7,948
+31%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$38.5K
15,291
+5%
减持
NVDA
NVIDIA CORPORATION
-$36.4K
10,568
-4%
减持
GSK
GSK PLC
-$34.3K
16,230
-7%
减持
PAYX
PAYCHEX INC
-$32.8K
2,535
-13%
增持
TLT
ISHARES TR
-$32.7K
24,706
+14%
增持
IWF
ISHARES TR
+$32.0K
13,703
+4%
增持
—
STERIS PLC
+$31.1K
8,526
+4%
减持
YUM
YUM BRANDS INC
-$30.3K
1,965
-1%
增持
RJF
RAYMOND JAMES FINL INC
-$26.6K
8,658
+0%
减持
DLR
DIGITAL RLTY TR INC
-$24.0K
2,808
-12%
减持
ITW
ILLINOIS TOOL WKS INC
-$22.2K
1,092
-0%
