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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 28
增持 62
减持 48
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
PFM
INVESCO EXCHANGE TRADED FD T
+$7.9M
152,434
建仓
PH
PARKER-HANNIFIN CORP
+$7.0M
7,947
增持
MRK
MERCK & CO INC
+$6.9M
68,380
+1729%
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
BNY
BANK NEW YORK MELLON CORP
+$6.8M
75,346
+321%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$6.1M
53,271
建仓
MU
MICRON TECHNOLOGY INC
+$6.1M
21,299
增持
DUK
DUKE ENERGY CORP NEW
+$6.1M
53,710
+2640%
建仓
CTRE
CARETRUST REIT INC
+$5.9M
163,570
清仓
WM
WASTE MGMT INC DEL
-$5.7M
0
-100%
清仓
FAST
FASTENAL CO
-$5.6M
0
-100%
清仓
KR
KROGER CO
-$5.6M
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$5.5M
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$5.2M
0
-100%
增持
FIX
COMFORT SYS USA INC
+$5.1M
11,055
+75%
清仓
DASH
DOORDASH INC
-$4.9M
0
-100%
清仓
AZO
AUTOZONE INC
-$4.9M
0
-100%
建仓
GE
GE AEROSPACE
+$4.3M
14,021
减持
ORCL
ORACLE CORP
-$4.0M
6,075
-67%
清仓
CTAS
CINTAS CORP
-$3.9M
0
-100%
增持
EZM
WISDOMTREE TR
+$3.9M
255,466
+28%
建仓
—
TECHNIPFMC PLC
+$3.6M
81,053
清仓
VST
VISTRA CORP
-$3.5M
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$3.3M
61,789
建仓
EXPE
EXPEDIA GROUP INC
+$3.3M
11,700
减持
COST
COSTCO WHSL CORP NEW
-$3.1M
3,093
-51%
建仓
INCY
INCYTE CORP
+$3.1M
31,459
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$3.1M
68,790
减持
BSX
BOSTON SCIENTIFIC CORP
-$2.8M
22,851
-55%
减持
SPGI
S&P GLOBAL INC
-$2.5M
4,653
-54%
增持
NFLX
NETFLIX INC
-$2.5M
61,454
+795%
增持
AVUS
AMERICAN CENTY ETF TR
+$2.2M
488,010
+1%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$2.1M
365,973
+13%
减持
WLY
WILEY JOHN & SONS INC
-$2.0M
8,189
-85%
清仓
CCOI
COGENT COMMUNICATIONS HLDGS
-$2.0M
0
-100%
增持
ZROZ
PIMCO ETF TR
+$2.0M
403,421
+14%
减持
MSI
MOTOROLA SOLUTIONS INC
-$1.9M
678
-86%
减持
APP
APPLOVIN CORP
-$1.9M
9,423
-18%
增持
CSCO
CISCO SYS INC
+$1.9M
122,668
+11%
建仓
XYL
XYLEM INC
+$1.8M
13,398
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.7M
16,022
-38%
减持
NVDA
NVIDIA CORPORATION
-$1.7M
58,646
-13%
增持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$1.7M
1,908,668
+5%
建仓
MCO
MOODYS CORP
+$1.6M
3,199
减持
BMI
BADGER METER INC
-$1.6M
2,449
-79%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.6M
1,098
-83%
建仓
ITT
ITT INC
+$1.5M
8,897
建仓
AVY
AVERY DENNISON CORP
+$1.5M
8,052
增持
RTX
RTX CORPORATION
+$1.5M
40,795
+13%
减持
ATR
APTARGROUP INC
-$1.4M
1,753
-86%
减持
INTU
INTUIT
-$1.4M
487
-80%
减持
AAPL
APPLE INC
+$1.4M
87,014
-1%
减持
HEI
HEICO CORP NEW
-$1.4M
2,979
-59%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.3M
337,442
+4%
减持
AVGO
BROADCOM INC
-$1.3M
60,762
-10%
增持
OSEA
HARBOR ETF TRUST
+$1.2M
97,606
+68%
增持
TKO
TKO GROUP HOLDINGS INC
+$1.2M
37,673
+14%
减持
—
ISHARES TR
-$1.2M
589,940
-14%
减持
T
AT&T INC
-$1.2M
302,125
-2%
减持
CAT
CATERPILLAR INC
+$1.2M
17,670
-6%
减持
NWG
NATWEST GROUP PLC
+$1.1M
463,180
-6%
减持
JPM
JPMORGAN CHASE & CO.
-$1.1M
54,662
-8%
减持
META
META PLATFORMS INC
-$1.1M
13,423
-1%
减持
GOOGL
ALPHABET INC
+$973.7K
29,361
-13%
增持
NI
NISOURCE INC
+$952.5K
140,084
+24%
增持
CAH
CARDINAL HEALTH INC
+$912.5K
15,570
+7%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$907.4K
54,383
+10%
增持
L
LOEWS CORP
+$893.1K
70,846
+8%
建仓
ESS
ESSEX PPTY TR INC
+$891.3K
3,406
建仓
SYK
STRYKER CORPORATION
+$889.6K
2,531
增持
MGMT
UNIFIED SER TR
+$863.8K
673,261
+2%
增持
FNDX
SCHWAB STRATEGIC TR
+$828.5K
846,936
+0%
减持
HD
HOME DEPOT INC
-$826.2K
11,743
-2%
增持
TCAF
T ROWE PRICE ETF INC
+$825.4K
1,359,001
+0%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$823.6K
1,274,494
+2%
减持
LMAT
LEMAITRE VASCULAR INC
-$792.2K
11,150
-42%
增持
DIVO
AMPLIFY ETF TR
+$764.2K
615,353
+3%
减持
MAA
MID-AMER APT CMNTYS INC
-$749.8K
3,710
-59%
建仓
LFUS
LITTELFUSE INC
+$711.5K
2,813
增持
IJR
ISHARES TR
+$708.2K
50,554
+12%
增持
APH
AMPHENOL CORP NEW
+$705.9K
39,123
+6%
增持
AMZN
AMAZON COM INC
+$688.5K
46,171
+2%
增持
MA
MASTERCARD INCORPORATED
+$677.6K
9,967
+13%
减持
—
JOHNSON CTLS INTL PLC
-$675.6K
71,322
-15%
减持
HWKN
HAWKINS INC
-$650.6K
12,015
-7%
减持
SYF
SYNCHRONY FINANCIAL
+$572.2K
106,901
-9%
增持
COF
CAPITAL ONE FINL CORP
+$565.2K
11,688
+10%
减持
WMT
WALMART INC
+$536.0K
115,315
-3%
减持
WMB
WILLIAMS COS INC
-$522.3K
120,692
-2%
增持
BALT
INNOVATOR ETFS TRUST
+$505.3K
384,454
+2%
增持
—
TRANE TECHNOLOGIES PLC
-$462.7K
14,240
+0%
减持
WELL
WELLTOWER INC
-$455.7K
47,374
-9%
增持
CME
CME GROUP INC
+$449.4K
27,093
+5%
增持
GS
GOLDMAN SACHS GROUP INC
+$449.1K
2,860
+10%
建仓
STAG
STAG INDL INC
+$440.8K
11,992
建仓
ACWX
ISHARES TR
+$431.8K
6,432
减持
QQQ
INVESCO QQQ TR
-$428.9K
9,537
-9%
减持
MLI
MUELLER INDS INC
+$421.7K
60,980
-6%
增持
LAD
LITHIA MTRS INC
+$416.3K
9,408
+10%
增持
MTUM
ISHARES TR
+$409.5K
72,184
+5%
增持
UNM
UNUM GROUP
+$409.1K
61,052
+10%
增持
MDU
MDU RES GROUP INC
+$397.8K
140,351
+7%
增持
CASY
CASEYS GEN STORES INC
+$385.1K
9,319
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$373.0K
69,882
+24%
建仓
NUSC
NUSHARES ETF TR
+$368.9K
8,261
减持
RMD
RESMED INC
-$366.0K
5,149
-12%
建仓
—
MEDTRONIC PLC
+$348.4K
3,627
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$340.3K
31,348
+9%
减持
SPY
SPDR S&P 500 ETF TR
-$334.2K
6,710
-9%
增持
GLW
CORNING INC
+$333.5K
33,603
+6%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$317.4K
12,434
+11%
增持
PM
PHILIP MORRIS INTL INC
+$315.8K
17,248
+14%
增持
EVR
EVERCORE INC
+$289.6K
8,325
+10%
增持
MSFT
MICROSOFT CORP
+$286.1K
34,523
+9%
减持
GSLC
GOLDMAN SACHS ETF TR
-$278.8K
44,433
-6%
增持
TOPT
ISHARES TR
+$269.6K
42,830
+22%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$260.1K
33,915
-2%
增持
UGI
UGI CORP NEW
+$247.6K
34,071
+10%
建仓
STLD
STEEL DYNAMICS INC
+$239.3K
1,412
建仓
AMGN
AMGEN INC
+$213.9K
654
建仓
VOE
VANGUARD INDEX FDS
+$213.9K
1,206
清仓
MDLZ
MONDELEZ INTL INC
-$210.8K
0
-100%
清仓
IESC
IES HLDGS INC
-$202.0K
0
-100%
建仓
BIL
SPDR SERIES TRUST
+$201.5K
2,205
建仓
IGRO
ISHARES TR
+$200.7K
2,425
建仓
NVS
NOVARTIS AG
+$200.6K
1,455
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$163.4K
40,652
+7%
增持
IVW
ISHARES TR
+$151.4K
5,797
+24%
减持
TJX
TJX COS INC NEW
+$151.0K
35,009
-3%
减持
QUAL
ISHARES TR
-$146.5K
6,826
-12%
增持
KO
COCA COLA CO
+$135.1K
29,697
+1%
减持
PG
PROCTER AND GAMBLE CO
-$134.8K
3,183
-17%
增持
SO
SOUTHERN CO
-$131.5K
18,606
+1%
减持
IWF
ISHARES TR
-$128.3K
12,366
-3%
增持
ADC
AGREE RLTY CORP
+$127.2K
17,339
+10%
增持
SUSA
ISHARES TR
+$125.7K
25,063
+1%
减持
BAC
BANK AMERICA CORP
-$120.3K
7,381
-28%
增持
IDVO
AMPLIFY ETF TR
+$108.4K
8,201
+48%
增持
COWG
PACER FDS TR
-$104.9K
99,278
+0%
增持
AXP
AMERICAN EXPRESS CO
+$101.2K
1,587
+8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$96.5K
21,289
+1%
增持
PKG
PACKAGING CORP AMER
+$95.5K
10,083
+11%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$94.1K
77,135
-1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$92.7K
15,383
-5%
减持
JNJ
JOHNSON & JOHNSON
+$86.8K
4,246
-1%
增持
RJF
RAYMOND JAMES FINL INC
-$82.4K
8,183
+1%
增持
JMSI
J P MORGAN EXCHANGE TRADED F
+$74.8K
31,381
+5%
减持
TSLA
TESLA INC
-$66.4K
2,455
-7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$65.8K
31,505
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$64.7K
12,738
+1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$61.8K
14,092
+10%
