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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 25
增持 56
减持 29
清仓 40
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$9.4M
2,216
-89%
清仓
—
EATON CORP PLC
-$8.2M
0
-100%
减持
AVGO
BROADCOM INC
-$7.3M
72,253
-14%
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
USMV
ISHARES TR
+$6.9M
94,977
+326%
减持
MSFT
MICROSOFT CORP
-$6.3M
29,940
-28%
清仓
FDX
FEDEX CORP
-$6.1M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$5.9M
7,738
-56%
清仓
UNP
UNION PAC CORP
-$5.9M
0
-100%
建仓
UNM
UNUM GROUP
+$5.8M
70,955
建仓
NWG
NATWEST GROUP PLC
+$5.8M
482,830
建仓
FLRT
PACER FDS TR
+$5.6M
118,484
减持
CAT
CATERPILLAR INC
-$5.0M
23,644
-33%
清仓
MPC
MARATHON PETE CORP
-$4.8M
0
-100%
清仓
HPQ
HP INC
-$4.6M
0
-100%
增持
RTX
RTX CORPORATION
+$4.3M
34,759
+1086%
建仓
TWLO
TWILIO INC
+$4.2M
42,943
清仓
NVO
NOVO-NORDISK A S
-$4.2M
0
-100%
增持
ALL
ALLSTATE CORP
+$4.2M
21,256
+1639%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$4.1M
13,571
建仓
NI
NISOURCE INC
+$4.1M
102,172
建仓
AZO
AUTOZONE INC
+$4.1M
1,069
建仓
TMUS
T-MOBILE US INC
+$4.0M
14,935
清仓
QDPL
PACER FDS TR
-$3.9M
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$3.7M
157,416
+56%
建仓
EMR
EMERSON ELEC CO
+$3.5M
32,272
建仓
CLS
CELESTICA INC
+$3.4M
42,650
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$3.3M
16,369
-47%
清仓
—
STERIS PLC
-$3.3M
0
-100%
建仓
DOCU
DOCUSIGN INC
+$3.2M
39,453
建仓
COWG
PACER FDS TR
+$3.1M
101,772
减持
MGK
VANGUARD WORLD FD
-$3.1M
771
-92%
清仓
SPYG
SPDR SER TR
-$3.1M
0
-100%
增持
DGRO
ISHARES TR
+$2.9M
66,876
+230%
减持
ITOT
ISHARES TR
-$2.7M
4,723
-81%
减持
TCAF
T ROWE PRICE ETF INC
-$2.5M
1,376,131
-3%
增持
WLY
WILEY JOHN & SONS INC
+$2.5M
67,021
+565%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.5M
20,913
+224%
增持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$2.4M
555,676
+31%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$2.2M
1,136,587
-7%
增持
CASY
CASEYS GEN STORES INC
+$1.9M
5,383
+417%
减持
DFUS
DIMENSIONAL ETF TRUST
-$1.9M
70,140
-27%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$1.9M
324,297
-2%
增持
WELL
WELLTOWER INC
+$1.8M
50,006
+7%
减持
IJR
ISHARES TR
-$1.7M
52,707
-16%
增持
NVDA
NVIDIA CORPORATION
-$1.6M
68,099
+1%
增持
APH
AMPHENOL CORP NEW
+$1.6M
42,591
+148%
减持
ADI
ANALOG DEVICES INC
-$1.6M
999
-88%
增持
MGMT
UNIFIED SER TR
-$1.5M
574,074
+1%
减持
T
AT&T INC
+$1.5M
309,298
-3%
增持
—
ISHARES TR
+$1.4M
2,064,768
+3%
建仓
MDU
MDU RES GROUP INC
+$1.4M
85,080
减持
HD
HOME DEPOT INC
-$1.4M
27,742
-7%
增持
AAPL
APPLE INC
-$1.3M
80,783
+5%
清仓
TDS
TELEPHONE & DATA SYS INC
-$1.3M
0
-100%
建仓
—
DISCOVER FINL SVCS
+$1.3M
7,584
增持
SYF
SYNCHRONY FINANCIAL
-$1.3M
114,538
+1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.3M
25,939
+19%
增持
AMGN
AMGEN INC
+$1.2M
5,377
+207%
建仓
GLW
CORNING INC
+$1.2M
26,459
建仓
BMI
BADGER METER INC
+$1.2M
6,355
建仓
NFG
NATIONAL FUEL GAS CO
+$1.2M
14,743
建仓
PKG
PACKAGING CORP AMER
+$1.1M
5,681
增持
SPGI
S&P GLOBAL INC
+$1.1M
9,623
+27%
清仓
LII
LENNOX INTL INC
-$1.1M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$1.1M
7,355
-16%
建仓
ATR
APTARGROUP INC
+$1.1M
7,245
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
41,115
+107%
清仓
CAH
CARDINAL HEALTH INC
-$1.1M
0
-100%
增持
AMZN
AMAZON COM INC
-$1.0M
42,869
+2%
清仓
LAD
LITHIA MTRS INC
-$1.0M
0
-100%
减持
DIVO
AMPLIFY ETF TR
-$1.0M
593,044
-5%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$1.0M
0
-100%
增持
ORCL
ORACLE CORP
+$1.0M
11,124
+252%
增持
WMB
WILLIAMS COS INC
+$1.0M
112,571
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
12,340
+1%
建仓
RMD
RESMED INC
+$1.0M
4,544
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$976.4K
25,951
+4%
建仓
LMAT
LEMAITRE VASCULAR INC
+$946.9K
11,286
清仓
HUBB
HUBBELL INC
-$937.1K
0
-100%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$924.1K
16,970
+203%
增持
PGR
PROGRESSIVE CORP
+$869.5K
14,337
+8%
建仓
MAA
MID-AMER APT CMNTYS INC
+$851.0K
5,078
清仓
DLR
DIGITAL RLTY TR INC
-$833.1K
0
-100%
清仓
INTU
INTUIT
-$829.6K
0
-100%
增持
AFL
AFLAC INC
+$812.5K
79,883
+2%
增持
—
TRANE TECHNOLOGIES PLC
+$729.8K
17,790
+25%
减持
IWF
ISHARES TR
-$701.6K
12,826
-3%
增持
PG
PROCTER AND GAMBLE CO
+$691.7K
35,760
+11%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$688.4K
24,877
+3%
建仓
HWKN
HAWKINS INC
+$679.5K
6,415
清仓
NDAQ
NASDAQ INC
-$652.8K
0
-100%
清仓
THO
THOR INDS INC
-$619.0K
0
-100%
清仓
EIX
EDISON INTL
-$609.7K
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$604.9K
49,180
+1%
减持
QQQ
INVESCO QQQ TR
-$600.1K
10,364
-3%
增持
QCOM
QUALCOMM INC
+$584.3K
9,991
+61%
增持
MA
MASTERCARD INCORPORATED
+$578.8K
8,388
+10%
增持
JPM
JPMORGAN CHASE & CO.
+$522.0K
59,400
+1%
清仓
CNS
COHEN & STEERS INC
-$517.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$511.3K
5,367
-45%
增持
FISV
FISERV INC
+$492.4K
23,433
+3%
清仓
DCI
DONALDSON INC
-$490.0K
0
-100%
增持
ZROZ
PIMCO ETF TR
+$489.7K
95,793
+3%
增持
ENSG
ENSIGN GROUP INC
+$465.5K
9,072
+70%
增持
KMI
KINDER MORGAN INC DEL
+$462.1K
300,616
+2%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$449.8K
6,475
+68%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$448.4K
0
-100%
清仓
MTRN
MATERION CORP
-$440.1K
0
-100%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$410.1K
0
-100%
减持
ERIE
ERIE INDTY CO
-$407.1K
3,420
-23%
清仓
CTAS
CINTAS CORP
-$369.4K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$345.5K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$343.4K
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$325.8K
471,034
+5%
清仓
ADSK
AUTODESK INC
-$311.5K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$308.1K
0
-100%
清仓
PFM
INVESCO EXCHANGE TRADED FD T
-$307.0K
0
-100%
增持
CBT
CABOT CORP
+$306.8K
9,431
+80%
增持
NFLX
NETFLIX INC
+$299.1K
6,803
+0%
清仓
GL
GLOBE LIFE INC
-$295.5K
0
-100%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$289.8K
40,564
-0%
增持
WMT
WALMART INC
+$288.6K
111,661
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$276.1K
1,365
-30%
增持
GOOGL
ALPHABET INC
-$275.6K
31,568
+16%
增持
ESS
ESSEX PPTY TR INC
+$273.6K
2,832
+36%
增持
—
JOHNSON CTLS INTL PLC
+$268.8K
84,178
+3%
清仓
YUM
YUM BRANDS INC
-$268.6K
0
-100%
增持
TJX
TJX COS INC NEW
+$256.7K
34,600
+6%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$253.6K
18,325
+62%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$251.7K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$248.1K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
-$246.8K
48,316
-0%
增持
FNDX
SCHWAB STRATEGIC TR
+$245.2K
859,484
+2%
清仓
CSX
CSX CORP
-$242.4K
0
-100%
增持
TSLA
TESLA INC
-$239.0K
3,165
+21%
清仓
PII
POLARIS INC
-$234.5K
0
-100%
建仓
FLO
FLOWERS FOODS INC
+$223.2K
11,740
增持
MTUM
ISHARES TR
-$213.9K
70,653
+1%
增持
JAAA
JANUS DETROIT STR TR
+$213.8K
112,083
+4%
清仓
TXN
TEXAS INSTRS INC
-$213.6K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$207.4K
1,851
清仓
GPN
GLOBAL PMTS INC
-$204.8K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$203.2K
0
-100%
增持
EVR
EVERCORE INC
-$201.3K
10,698
+27%
减持
ITW
ILLINOIS TOOL WKS INC
-$190.4K
1,281
-36%
减持
SO
SOUTHERN CO
+$189.7K
20,141
-0%
减持
KO
COCA COLA CO
+$182.9K
32,830
-6%
增持
DDS
DILLARDS INC
+$178.5K
2,324
+54%
增持
EZM
WISDOMTREE TR
-$156.8K
183,122
+3%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$152.2K
27,859
-2%
