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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 30
增持 57
减持 46
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
TLT
ISHARES TR
+$32.4M
350,185
+1317%
增持
CRM
SALESFORCE INC
+$8.4M
39,665
+294%
增持
VOO
VANGUARD INDEX FDS
+$5.8M
15,757
+460%
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
KO
COCA COLA CO
-$5.8M
32,960
-76%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.7M
1,125,157
+5%
清仓
F
FORD MTR CO DEL
-$3.7M
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$3.6M
80,482
建仓
TTC
TORO CO
+$3.6M
37,218
增持
MTUM
ISHARES TR
+$3.5M
65,128
+35%
增持
MGMT
UNIFIED SER TR
+$3.5M
449,153
+18%
增持
IEFA
ISHARES TR
+$3.4M
56,087
+615%
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$3.3M
0
-100%
减持
MSFT
MICROSOFT CORP
+$3.3M
55,888
-0%
建仓
DRI
DARDEN RESTAURANTS INC
+$3.1M
19,042
减持
QQQ
INVESCO QQQ TR
-$3.0M
11,807
-46%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$3.0M
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$3.0M
4,430
-94%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$2.9M
17,290
清仓
GCOW
PACER FDS TR
-$2.9M
0
-100%
清仓
RFV
INVESCO EXCHANGE TRADED FD T
-$2.9M
0
-100%
清仓
SDY
SPDR SER TR
-$2.8M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$2.7M
99,236
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.7M
10,104
+293%
增持
DIVO
AMPLIFY ETF TR
+$2.6M
1,101,790
+2%
增持
IJR
ISHARES TR
+$2.6M
94,047
+17%
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$2.5M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$2.5M
4,817
-57%
增持
VO
VANGUARD INDEX FDS
+$2.4M
11,245
+1010%
增持
AVGO
BROADCOM INC
+$2.2M
7,445
+1%
减持
TSLA
TESLA INC
-$2.2M
2,768
-76%
增持
BA
BOEING CO
+$2.1M
27,882
+3%
增持
IJH
ISHARES TR
+$2.0M
8,365
+538%
建仓
USMV
ISHARES TR
+$1.8M
22,744
建仓
IEMG
ISHARES INC
+$1.7M
32,704
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.6M
11,167
增持
JPM
JPMORGAN CHASE & CO
+$1.6M
51,046
+4%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.5M
196,781
+3%
增持
AAPL
APPLE INC
+$1.5M
69,417
+0%
增持
EZM
WISDOMTREE TR
+$1.4M
144,794
+6%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$1.2M
202,464
-23%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
26,225
+24%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
21,114
建仓
FANG
DIAMONDBACK ENERGY INC
+$1.0M
6,723
增持
UNP
UNION PAC CORP
+$1.0M
20,099
+5%
建仓
SMMV
ISHARES TR
+$975.3K
27,328
增持
AMZN
AMAZON COM INC
+$970.3K
36,421
+1%
减持
SCHD
SCHWAB STRATEGIC TR
-$929.0K
37,701
-30%
增持
MSI
MOTOROLA SOLUTIONS INC
+$923.3K
18,677
+3%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$889.7K
17,819
减持
DFUS
DIMENSIONAL ETF TRUST
+$814.4K
157,150
-0%
清仓
—
PIONEER NAT RES CO
-$754.1K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$741.8K
56,163
+1%
增持
—
EATON CORP PLC
+$738.3K
24,756
+1%
增持
CAT
CATERPILLAR INC
+$678.1K
26,986
+1%
增持
META
META PLATFORMS INC
+$670.0K
10,744
+3%
增持
LULU
LULULEMON ATHLETICA INC
+$646.5K
4,141
+9%
减持
NVDA
NVIDIA CORPORATION
+$634.5K
10,564
-0%
减持
SHY
ISHARES TR
-$611.6K
16,304
-32%
增持
—
EXXON MOBIL CORP
-$562.8K
34,456
+1%
增持
SUSA
ISHARES TR
+$560.7K
42,637
+3%
减持
CSCO
CISCO SYS INC
-$549.6K
113,179
-3%
增持
COST
COSTCO WHSL CORP NEW
+$540.2K
3,862
+9%
增持
—
TRANE TECHNOLOGIES PLC
+$505.6K
9,831
+5%
清仓
VLUE
ISHARES TR
-$500.7K
0
-100%
增持
SPGI
S&P GLOBAL INC
+$492.7K
5,051
+7%
增持
V
VISA INC
+$435.6K
8,405
+10%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$432.4K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$427.8K
16,430
+7%
减持
IWF
ISHARES TR
+$415.5K
13,393
-2%
增持
FISV
FISERV INC
+$413.8K
17,722
+3%
增持
IQV
IQVIA HLDGS INC
+$407.2K
8,008
+9%
增持
—
NXP SEMICONDUCTORS N V
+$396.3K
9,629
+6%
增持
MRK
MERCK & CO INC
+$393.5K
42,846
+3%
增持
—
JOHNSON CTLS INTL PLC
+$393.5K
60,748
+4%
减持
MGK
VANGUARD WORLD FD
-$393.0K
883
-68%
增持
UNH
UNITEDHEALTH GROUP INC
+$390.0K
15,079
+1%
增持
PAVE
GLOBAL X FDS
+$370.7K
61,351
+7%
减持
MO
ALTRIA GROUP INC
-$359.5K
6,273
-57%
清仓
PRU
PRUDENTIAL FINL INC
-$354.3K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$343.0K
29,778
+5%
清仓
DLR
DIGITAL RLTY TR INC
-$339.8K
0
-100%
增持
—
MEDTRONIC PLC
+$329.3K
48,673
+4%
减持
GSK
GSK PLC
-$324.0K
7,134
-56%
减持
PG
PROCTER AND GAMBLE CO
-$319.6K
3,972
-36%
减持
ITOT
ISHARES TR
+$317.4K
29,821
-0%
减持
ABBV
ABBVIE INC
-$300.9K
3,469
-38%
清仓
XLV
SELECT SECTOR SPDR TR
-$295.0K
0
-100%
减持
FNDF
SCHWAB STRATEGIC TR
-$287.5K
36,262
-24%
增持
GOOGL
ALPHABET INC
+$285.2K
24,507
+2%
增持
TJX
TJX COS INC NEW
+$283.4K
23,070
+9%
建仓
IRM
IRON MTN INC DEL
+$280.0K
4,001
减持
UPS
UNITED PARCEL SERVICE INC
-$279.3K
3,290
-36%
减持
DUK
DUKE ENERGY CORP NEW
-$276.7K
4,884
-43%
建仓
BAC
BANK AMERICA CORP
+$271.3K
8,058
清仓
O
REALTY INCOME CORP
-$263.1K
0
-100%
减持
JAAA
JANUS DETROIT STR TR
-$260.3K
78,016
-6%
建仓
WFC
WELLS FARGO CO NEW
+$259.2K
5,267
建仓
PINS
PINTEREST INC
+$255.7K
6,903
建仓
NOC
NORTHROP GRUMMAN CORP
+$237.4K
507
建仓
AMT
AMERICAN TOWER CORP NEW
+$236.8K
1,097
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$231.8K
1,417
减持
PFE
PFIZER INC
-$230.1K
9,782
-37%
建仓
RTX
RTX CORPORATION
+$227.1K
2,699
建仓
AGG
ISHARES TR
+$224.8K
2,265
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$224.2K
4,339
清仓
BND
VANGUARD BD INDEX FDS
-$219.3K
0
-100%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$215.4K
0
-100%
建仓
IWM
ISHARES TR
+$215.2K
1,072
建仓
ERIE
ERIE INDTY CO
+$210.1K
627
建仓
OXY
OCCIDENTAL PETE CORP
+$209.6K
3,511
建仓
AMGN
AMGEN INC
+$209.6K
728
建仓
CHDN
CHURCHILL DOWNS INC
+$209.3K
1,551
建仓
RS
RELIANCE STEEL & ALUMINUM CO
+$209.2K
748
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$208.8K
1,209
建仓
IJT
ISHARES TR
+$206.2K
1,648
清仓
VZ
VERIZON COMMUNICATIONS INC
-$205.7K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$205.2K
685
增持
DDS
DILLARDS INC
+$204.4K
1,017
+63%
增持
APD
AIR PRODS & CHEMS INC
+$199.5K
12,699
+10%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$192.9K
84,043
-11%
增持
QUAL
ISHARES TR
+$175.9K
10,443
+1%
减持
GPC
GENUINE PARTS CO
-$168.9K
6,766
-12%
增持
—
STERIS PLC
+$167.2K
9,270
+9%
减持
NFLX
NETFLIX INC
+$157.7K
1,491
-1%
减持
TXN
TEXAS INSTRS INC
-$152.3K
2,207
-34%
增持
KLAC
KLA CORP
+$139.8K
713
+19%
减持
JNJ
JOHNSON & JOHNSON
-$136.7K
29,072
-4%
减持
HD
HOME DEPOT INC
-$130.3K
25,794
-14%
增持
LLY
ELI LILLY & CO
+$128.3K
1,147
+14%
减持
FDVV
FIDELITY COVINGTON TRUST
-$123.8K
33,819
-16%
减持
XYLD
GLOBAL X FDS
-$117.0K
19,856
-14%
减持
SO
SOUTHERN CO
+$111.6K
22,445
-1%
减持
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$89.6K
58,384
-14%
减持
XLE
SELECT SECTOR SPDR TR
-$88.6K
8,343
-4%
减持
RJF
RAYMOND JAMES FINL INC
+$88.4K
8,591
-1%
增持
CAH
CARDINAL HEALTH INC
+$88.2K
3,103
+20%
增持
T
AT&T INC
+$80.5K
14,504
+34%
减持
TECB
ISHARES TR
+$80.3K
35,905
-10%
减持
XT
ISHARES TR
+$76.9K
21,256
-7%
增持
HUBB
HUBBELL INC
+$73.7K
2,803
+4%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$70.0K
19,070
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
+$67.8K
53,403
-9%
减持
QCOM
QUALCOMM INC
+$59.9K
1,878
-1%
减持
ADI
ANALOG DEVICES INC
-$59.6K
2,445
-21%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$56.9K
1,247
-20%
增持
—
ACCENTURE PLC IRELAND
+$47.8K
1,007
+1%
减持
GINN
GOLDMAN SACHS ETF TR
+$46.5K
24,478
-8%
减持
MCD
MCDONALDS CORP
+$46.3K
3,153
-7%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$46.2K
1,490
-3%
增持
HAL
HALLIBURTON CO
-$44.6K
56,434
+10%
