小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 27
增持 60
减持 49
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
TCAF
T ROWE PRICE ETF INC
+$32.9M
1,089,849
减持
VTI
VANGUARD INDEX FDS
-$22.9M
2,498
-97%
减持
DIVO
AMPLIFY ETF TR
-$15.8M
629,263
-43%
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。
建仓
INTC
INTEL CORP
+$8.3M
187,198
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$8.0M
42,850
+2924%
减持
MSFT
MICROSOFT CORP
-$7.7M
31,611
-43%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.9M
2,162
-86%
增持
SPY
SPDR S&P 500 ETF TR
+$4.1M
12,216
+154%
增持
T
AT&T INC
+$3.8M
230,998
+1493%
清仓
APD
AIR PRODS & CHEMS INC
-$3.5M
0
-100%
减持
—
EXXON MOBIL CORP
-$3.0M
3,470
-90%
减持
NVDA
NVIDIA CORPORATION
+$3.0M
9,087
-14%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.0M
1,156,932
+3%
增持
MTUM
ISHARES TR
+$2.1M
65,634
+1%
增持
FANG
DIAMONDBACK ENERGY INC
+$2.0M
15,426
+129%
增持
JPM
JPMORGAN CHASE & CO
+$2.0M
53,248
+4%
增持
CAT
CATERPILLAR INC
+$2.0M
27,113
+0%
减持
MPC
MARATHON PETE CORP
+$1.9M
38,376
-3%
增持
MGMT
UNIFIED SER TR
+$1.7M
483,798
+8%
增持
META
META PLATFORMS INC
+$1.6M
11,185
+4%
增持
AAPL
APPLE INC
-$1.4M
69,676
+0%
清仓
SHY
ISHARES TR
-$1.3M
0
-100%
减持
DFUS
DIMENSIONAL ETF TRUST
-$1.3M
119,498
-24%
增持
BA
BOEING CO
-$1.3M
30,890
+11%
减持
—
EATON CORP PLC
+$1.2M
23,006
-7%
增持
MRK
MERCK & CO INC
+$1.2M
44,640
+4%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.2M
198,943
+1%
减持
CRM
SALESFORCE INC
+$1.2M
38,597
-3%
增持
—
JOHNSON CTLS INTL PLC
+$1.1M
70,836
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
11,201
+11%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
4,976
+29%
增持
HAL
HALLIBURTON CO
+$1.1M
78,661
+39%
减持
AVGO
BROADCOM INC
+$998.0K
7,023
-6%
增持
DVN
DEVON ENERGY CORP NEW
+$959.3K
91,772
+14%
增持
WMT
WALMART INC
+$943.1K
100,051
+211%
减持
AMZN
AMAZON COM INC
+$937.9K
35,878
-1%
建仓
JMSI
J P MORGAN EXCHANGE TRADED F
+$929.5K
18,446
增持
FDX
FEDEX CORP
+$920.4K
17,358
+7%
减持
NVO
NOVO-NORDISK A S
+$918.6K
52,404
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$866.3K
13,920
+25%
减持
TECB
ISHARES TR
-$864.0K
14,140
-61%
增持
TJX
TJX COS INC NEW
+$857.5K
29,794
+29%
增持
EZM
WISDOMTREE TR
+$835.2K
149,868
+4%
增持
CVX
CHEVRON CORP NEW
+$834.6K
33,450
+12%
增持
TTC
TORO CO
+$816.1K
47,896
+29%
增持
V
VISA INC
+$803.5K
10,720
+28%
增持
DRI
DARDEN RESTAURANTS INC
+$801.8K
23,514
+23%
增持
IQV
IQVIA HLDGS INC
+$751.9K
10,300
+29%
增持
KLAC
KLA CORP
+$738.3K
1,650
+131%
减持
MSI
MOTOROLA SOLUTIONS INC
+$733.8K
18,540
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$732.5K
32,723
+55%
减持
HD
HOME DEPOT INC
+$727.4K
25,199
-2%
减持
XT
ISHARES TR
-$709.0K
9,454
-56%
增持
PAVE
GLOBAL X FDS
+$688.6K
70,403
+15%
减持
GINN
GOLDMAN SACHS ETF TR
-$679.8K
10,781
-56%
增持
—
TRANE TECHNOLOGIES PLC
+$673.0K
10,229
+4%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$618.7K
210,389
+4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$615.3K
27,747
+56%
增持
—
NXP SEMICONDUCTORS N V
+$553.3K
11,159
+16%
增持
FISV
FISERV INC
+$534.7K
18,076
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$489.4K
18,915
+15%
增持
TLT
ISHARES TR
+$487.5K
371,104
+6%
增持
GOOGL
ALPHABET INC
+$466.2K
25,771
+5%
增持
—
STERIS PLC
+$458.2K
11,103
+20%
减持
IWF
ISHARES TR
+$439.9K
13,352
-0%
建仓
FIX
COMFORT SYS USA INC
+$433.4K
1,364
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$429.8K
4,791
增持
—
MEDTRONIC PLC
+$429.7K
50,940
+5%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$409.7K
82,006
-2%
减持
VOO
VANGUARD INDEX FDS
+$404.8K
15,160
-4%
增持
HUBB
HUBBELL INC
+$396.8K
3,178
+13%
减持
IJR
ISHARES TR
-$368.9K
88,777
-6%
建仓
WSM
WILLIAMS SONOMA INC
+$362.9K
1,143
减持
QUAL
ISHARES TR
-$361.0K
7,153
-32%
减持
GSLC
GOLDMAN SACHS ETF TR
+$360.4K
51,740
-3%
建仓
LII
LENNOX INTL INC
+$360.3K
737
建仓
BMI
BADGER METER INC
+$358.4K
2,215
增持
PSX
PHILLIPS 66
+$349.3K
3,799
+86%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$335.2K
0
-100%
建仓
EVR
EVERCORE INC
+$330.0K
1,713
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$318.4K
0
-100%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$311.4K
787
建仓
MCK
MCKESSON CORP
+$306.7K
571
建仓
PRI
PRIMERICA INC
+$293.9K
1,162
建仓
—
RENAISSANCERE HLDGS LTD
+$287.3K
1,222
清仓
PFE
PFIZER INC
-$281.6K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$277.2K
11,514
-2%
建仓
COR
CENCORA INC
+$276.2K
1,137
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$272.1K
17,440
+1%
清仓
QCOM
QUALCOMM INC
-$271.6K
0
-100%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$270.2K
1,470
建仓
DLR
DIGITAL RLTY TR INC
+$267.3K
1,856
清仓
GSK
GSK PLC
-$264.4K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$263.7K
25,915
-1%
增持
CAH
CARDINAL HEALTH INC
+$260.1K
5,120
+65%
建仓
SCHX
SCHWAB STRATEGIC TR
+$256.1K
4,127
清仓
MO
ALTRIA GROUP INC
-$253.0K
0
-100%
建仓
MZTI
LANCASTER COLONY CORP
+$244.8K
1,179
减持
ADI
ANALOG DEVICES INC
-$244.4K
1,219
-50%
建仓
LAD
LITHIA MTRS INC
+$244.3K
812
建仓
THO
THOR INDS INC
+$244.2K
2,081
建仓
STLD
STEEL DYNAMICS INC
+$243.2K
1,641
减持
SUSA
ISHARES TR
+$242.5K
41,476
-3%
增持
LLY
ELI LILLY & CO
+$238.5K
1,166
+2%
建仓
WM
WASTE MGMT INC DEL
+$237.7K
1,115
清仓
NOC
NORTHROP GRUMMAN CORP
-$237.4K
0
-100%
建仓
TGT
TARGET CORP
+$228.4K
1,289
清仓
AGG
ISHARES TR
-$224.8K
0
-100%
建仓
NWE
NORTHWESTERN ENERGY GROUP IN
+$222.7K
4,373
增持
LULU
LULULEMON ATHLETICA INC
-$215.6K
4,868
+18%
建仓
VGT
VANGUARD WORLD FD
+$214.5K
409
清仓
OXY
OCCIDENTAL PETE CORP
-$209.6K
0
-100%
清仓
AMGN
AMGEN INC
-$209.6K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$208.9K
33,007
-12%
清仓
AIT
APPLIED INDL TECHNOLOGIES IN
-$208.8K
0
-100%
清仓
IJT
ISHARES TR
-$206.2K
0
-100%
建仓
ALL
ALLSTATE CORP
+$205.2K
1,186
建仓
CME
CME GROUP INC
+$201.9K
938
减持
DUK
DUKE ENERGY CORP NEW
-$187.8K
2,959
-39%
增持
IJH
ISHARES TR
+$187.8K
41,260
+393%
增持
SPGI
S&P GLOBAL INC
+$186.8K
5,669
+12%
增持
ORCL
ORACLE CORP
+$182.3K
6,943
+6%
增持
TSLA
TESLA INC
-$177.5K
2,903
+5%
减持
UPS
UNITED PARCEL SERVICE INC
-$166.0K
2,364
-28%
减持
FNDF
SCHWAB STRATEGIC TR
-$155.8K
29,972
-17%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$144.7K
6,868
+58%
减持
RJF
RAYMOND JAMES FINL INC
+$143.6K
8,577
-0%
增持
SYK
STRYKER CORPORATION
+$137.8K
958
+40%
减持
PEP
PEPSICO INC
-$136.1K
3,690
-20%
增持
ERIE
ERIE INDTY CO
+$135.0K
859
+37%
减持
TXN
TEXAS INSTRS INC
-$130.0K
1,414
-36%
增持
CHDN
CHURCHILL DOWNS INC
+$126.7K
2,715
+75%
减持
ABBV
ABBVIE INC
-$126.5K
2,257
-35%
减持
FDVV
FIDELITY COVINGTON TRUST
-$110.9K
29,110
-14%
减持
ITOT
ISHARES TR
+$110.9K
28,178
-6%
增持
JNJ
JOHNSON & JOHNSON
+$110.1K
29,502
+1%
减持
IEFA
ISHARES TR
+$104.4K
54,569
-3%
减持
ADSK
AUTODESK INC
-$95.6K
1,054
-31%
减持
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$90.9K
47,481
-19%
增持
PG
PROCTER AND GAMBLE CO
+$90.3K
4,144
+4%
增持
JAAA
JANUS DETROIT STR TR
+$89.8K
79,109
+1%
减持
USMV
ISHARES TR
+$80.6K
22,198
-2%
减持
XYLD
GLOBAL X FDS
-$77.8K
17,293
-13%
减持
XLE
SELECT SECTOR SPDR TR
+$75.9K
8,213
-2%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$72.5K
18,351
-4%
减持
MCD
MCDONALDS CORP
-$69.9K
3,068
-3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$65.0K
1,248
-16%
增持
ITW
ILLINOIS TOOL WKS INC
+$57.7K
1,281
+17%
减持
VO
VANGUARD INDEX FDS
+$56.5K
10,696
-5%
减持
DON
WISDOMTREE TR
-$52.0K
18,160
-12%
