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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 38
增持 65
减持 21
清仓 26
方向
标的
Δ市值
现股数(环比)
清仓
CVX
CHEVRON CORP NEW
-$5.5M
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$5.3M
24,147
清仓
TTC
TORO CO
-$5.2M
0
-100%
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
CSCO
CISCO SYS INC
-$5.1M
6,989
-94%
建仓
HPQ
HP INC
+$4.9M
136,889
增持
—
ASTRAZENECA PLC
+$4.5M
60,188
+2060%
增持
—
ISHARES TR
+$4.2M
2,453,471
+7%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$3.9M
37,694
建仓
HTAB
HARTFORD FDS EXCHANGE TRADED
+$3.8M
193,848
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$3.7M
272,706
+25%
建仓
PGR
PROGRESSIVE CORP
+$3.3M
12,846
建仓
—
LINDE PLC
+$3.2M
6,761
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$3.1M
420,226
+9%
减持
IEFA
ISHARES TR
-$3.0M
11,333
-79%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.9M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$2.5M
64,793
-23%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$2.5M
0
-100%
增持
HD
HOME DEPOT INC
+$2.4M
28,769
+7%
增持
MGMT
UNIFIED SER TR
+$2.2M
541,279
+4%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$2.1M
1,184,554
+2%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.1M
20,974
+11%
增持
AAPL
APPLE INC
+$2.1M
73,964
+3%
减持
VO
VANGUARD INDEX FDS
-$2.0M
2,268
-79%
增持
TCAF
T ROWE PRICE ETF INC
+$2.0M
1,043,229
+0%
增持
COST
COSTCO WHSL CORP NEW
+$1.9M
7,488
+33%
增持
LLY
ELI LILLY & CO
+$1.8M
5,254
+64%
减持
IJR
ISHARES TR
-$1.7M
63,905
-26%
增持
DIVO
AMPLIFY ETF TR
+$1.7M
623,601
+1%
减持
CAT
CATERPILLAR INC
+$1.7M
34,667
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.7M
32,179
+25%
减持
AFL
AFLAC INC
+$1.6M
78,108
-2%
减持
IJH
ISHARES TR
-$1.6M
16,142
-64%
增持
—
TRANE TECHNOLOGIES PLC
+$1.5M
13,161
+21%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.5M
98,328
+23%
增持
META
META PLATFORMS INC
+$1.5M
12,977
+10%
增持
NFLX
NETFLIX INC
+$1.5M
6,750
+37%
减持
IEMG
ISHARES INC
-$1.4M
6,060
-81%
增持
WELL
WELLTOWER INC
+$1.3M
45,757
+5%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.3M
4,686
-84%
增持
ERIE
ERIE INDTY CO
+$1.3M
3,006
+231%
增持
EZM
WISDOMTREE TR
+$1.3M
161,617
+6%
增持
AVGO
BROADCOM INC
+$1.2M
76,339
+928%
增持
MTUM
ISHARES TR
+$1.2M
68,354
+6%
减持
WMT
WALMART INC
+$1.2M
103,546
-2%
增持
NVO
NOVO-NORDISK A S
-$1.2M
55,134
+2%
增持
FISV
FISERV INC
+$1.1M
22,473
+16%
建仓
—
SOUTHSTATE CORPORATION
+$1.1M
11,719
清仓
COWZ
PACER FDS TR
-$1.1M
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$1.1M
105,082
+26%
增持
—
JOHNSON CTLS INTL PLC
+$1.1M
79,620
+4%
清仓
SMMV
ISHARES TR
-$981.9K
0
-100%
增持
EVR
EVERCORE INC
+$977.3K
5,737
+151%
增持
FNDX
SCHWAB STRATEGIC TR
+$971.6K
199,334
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$963.7K
23,503
+14%
建仓
QCOM
QUALCOMM INC
+$950.8K
5,591
增持
JPM
JPMORGAN CHASE & CO.
+$919.2K
57,612
+4%
增持
V
VISA INC
+$914.8K
15,465
+22%
建仓
INTU
INTUIT
+$913.5K
1,471
增持
ISRG
INTUITIVE SURGICAL INC
+$908.9K
8,099
+17%
减持
T
AT&T INC
+$829.3K
298,162
-1%
建仓
APH
AMPHENOL CORP NEW
+$816.4K
12,529
增持
KMI
KINDER MORGAN INC DEL
+$762.7K
294,584
+2%
增持
—
STERIS PLC
+$748.0K
15,743
+13%
增持
SPGI
S&P GLOBAL INC
+$738.2K
7,396
+7%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$737.4K
3,384
建仓
CBOE
CBOE GLOBAL MKTS INC
+$722.6K
3,527
建仓
WLY
WILEY JOHN & SONS INC
+$682.3K
14,141
增持
WMB
WILLIAMS COS INC
+$681.1K
103,644
+9%
增持
FIX
COMFORT SYS USA INC
+$675.9K
3,210
+69%
增持
UNP
UNION PAC CORP
+$674.2K
24,946
+3%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$658.4K
0
-100%
减持
MRK
MERCK & CO INC
-$647.6K
48,365
-2%
建仓
CCOI
COGENT COMMUNICATIONS HLDGS
+$630.1K
8,300
增持
VZ
VERIZON COMMUNICATIONS INC
+$628.4K
19,065
+245%
建仓
THO
THOR INDS INC
+$620.2K
5,644
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$604.5K
11,741
-0%
建仓
ENSG
ENSIGN GROUP INC
+$602.8K
4,191
增持
AMGN
AMGEN INC
+$600.4K
2,515
+274%
清仓
BMI
BADGER METER INC
-$595.8K
0
-100%
建仓
LAD
LITHIA MTRS INC
+$589.9K
1,857
增持
BSX
BOSTON SCIENTIFIC CORP
+$588.3K
47,755
+8%
清仓
—
EXXON MOBIL CORP
-$586.5K
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$580.8K
16,752
-3%
清仓
CHDN
CHURCHILL DOWNS INC
-$579.8K
0
-100%
增持
—
EATON CORP PLC
+$573.3K
23,929
+2%
减持
ORCL
ORACLE CORP
-$570.0K
3,278
-59%
建仓
ESS
ESSEX PPTY TR INC
+$470.3K
1,592
建仓
CBT
CABOT CORP
+$457.9K
4,097
建仓
ELV
ELEVANCE HEALTH INC
+$443.6K
853
减持
DFUS
DIMENSIONAL ETF TRUST
-$439.6K
98,953
-12%
增持
FDX
FEDEX CORP
-$436.2K
20,906
+2%
增持
SYF
SYNCHRONY FINANCIAL
+$436.1K
112,738
+3%
清仓
UNM
UNUM GROUP
-$428.4K
0
-100%
建仓
BBY
BEST BUY INC
+$427.1K
4,135
清仓
IRM
IRON MTN INC DEL
-$417.9K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$398.2K
5,026
+181%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$396.5K
4,444
减持
HUBB
HUBBELL INC
-$366.6K
2,237
-38%
清仓
SYK
STRYKER CORPORATION
-$351.3K
0
-100%
建仓
DCI
DONALDSON INC
+$350.7K
4,759
清仓
NWE
NORTHWESTERN ENERGY GROUP IN
-$343.2K
0
-100%
增持
PSX
PHILLIPS 66
+$329.4K
5,626
+94%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$326.9K
1,089
增持
GD
GENERAL DYNAMICS CORP
+$326.0K
20,606
+1%
减持
DDS
DILLARDS INC
-$315.1K
595
-52%
增持
MPC
MARATHON PETE CORP
-$314.2K
39,778
+2%
增持
MSFT
MICROSOFT CORP
+$313.0K
35,982
+6%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$309.1K
0
-100%
建仓
CTAS
CINTAS CORP
+$307.4K
1,493
建仓
MTRN
MATERION CORP
+$301.0K
2,691
增持
SPY
SPDR S&P 500 ETF TR
+$297.7K
6,296
+3%
清仓
NDAQ
NASDAQ INC
-$295.8K
0
-100%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$293.1K
6,167
增持
GPC
GENUINE PARTS CO
+$285.4K
8,347
+31%
清仓
PRU
PRUDENTIAL FINL INC
-$284.9K
0
-100%
增持
KO
COCA COLA CO
+$282.0K
30,843
+1%
清仓
COR
CENCORA INC
-$281.0K
0
-100%
清仓
PFM
INVESCO EXCHANGE TRADED FD T
-$275.0K
0
-100%
清仓
—
RENAISSANCERE HLDGS LTD
-$274.8K
0
-100%
增持
SO
SOUTHERN CO
+$271.6K
19,664
+2%
增持
TJX
TJX COS INC NEW
+$246.4K
31,928
+0%
建仓
OSEA
HARBOR ETF TRUST
+$246.0K
8,503
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$244.4K
15,802
-9%
增持
ADI
ANALOG DEVICES INC
+$241.5K
2,763
+60%
清仓
TECB
ISHARES TR
-$240.0K
0
-100%
建仓
GLD
SPDR GOLD TR
+$239.9K
987
增持
TDS
TELEPHONE & DATA SYS INC
+$235.8K
28,453
+39%
清仓
MZTI
LANCASTER COLONY CORP
-$232.8K
0
-100%
建仓
ALL
ALLSTATE CORP
+$231.8K
1,222
清仓
ACWI
ISHARES TR
-$224.6K
0
-100%
建仓
WY
WEYERHAEUSER CO MTN BE
+$223.1K
6,589
建仓
CASY
CASEYS GEN STORES INC
+$221.7K
590
减持
CMCSA
COMCAST CORP NEW
-$217.9K
6,700
-47%
增持
TSLA
TESLA INC
+$215.9K
2,713
+9%
清仓
RS
RELIANCE INC
-$214.9K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$212.2K
2,881
建仓
CR
CRANE COMPANY
+$210.7K
1,331
清仓
BC
BRUNSWICK CORP
-$210.4K
0
-100%
增持
LII
LENNOX INTL INC
+$210.4K
1,305
+21%
建仓
IJT
ISHARES TR
+$208.3K
1,493
增持
EIX
EDISON INTL
+$207.1K
5,358
+48%
建仓
CME
CME GROUP INC
+$207.0K
938
建仓
TGT
TARGET CORP
+$206.7K
1,326
建仓
CRM
SALESFORCE INC
+$206.4K
754
清仓
PII
POLARIS INC
-$206.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$170.0K
39,912
+6%
增持
CAH
CARDINAL HEALTH INC
+$165.9K
6,374
+16%
增持
WSM
WILLIAMS SONOMA INC
+$165.7K
3,919
+151%
增持
DLR
DIGITAL RLTY TR INC
+$148.4K
3,192
+32%
增持
JMSI
J P MORGAN EXCHANGE TRADED F
+$148.1K
21,651
+14%
