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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 25
减持 42
清仓 70
方向
标的
Δ市值
现股数(环比)
增持
DIVO
AMPLIFY ETF TR
+$27.6M
1,225,470
+99%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$20.4M
30,875
-91%
减持
JPM
JPMORGAN CHASE & CO
-$16.2M
4,737
-91%
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
AVGO
BROADCOM INC
-$16.0M
16,243
-73%
减持
AAPL
APPLE INC
-$13.9M
38,601
-56%
增持
TCAF
T ROWE PRICE ETF INC
+$12.9M
1,822,217
+34%
清仓
BALT
INNOVATOR ETFS TRUST
-$12.9M
0
-100%
减持
WMT
WALMART INC
-$12.6M
2,207
-98%
减持
MSFT
MICROSOFT CORP
-$11.0M
15,287
-56%
减持
CAT
CATERPILLAR INC
-$9.7M
564
-97%
减持
NVDA
NVIDIA CORPORATION
-$9.0M
11,281
-81%
清仓
SYF
SYNCHRONY FINANCIAL
-$8.9M
0
-100%
清仓
WELL
WELLTOWER INC
-$8.8M
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$8.5M
0
-100%
清仓
NWG
NATWEST GROUP PLC
-$8.1M
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$7.9M
8,844
-74%
清仓
TKO
TKO GROUP HOLDINGS INC
-$7.9M
0
-100%
清仓
PFM
INVESCO EXCHANGE TRADED FD T
-$7.9M
0
-100%
清仓
T
AT&T INC
-$7.5M
0
-100%
清仓
HIG
HARTFORD INSURANCE GROUP INC
-$7.5M
0
-100%
清仓
L
LOEWS CORP
-$7.5M
0
-100%
清仓
WMB
WILLIAMS COS INC
-$7.3M
0
-100%
减持
RTX
RTX CORPORATION
-$7.1M
2,023
-95%
清仓
MLI
MUELLER INDS INC
-$7.0M
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$7.0M
0
-100%
减持
META
META PLATFORMS INC
-$6.8M
3,516
-74%
减持
MRK
MERCK & CO INC
-$6.7M
4,016
-94%
减持
GOOGL
ALPHABET INC
-$6.7M
8,614
-71%
清仓
APP
APPLOVIN CORP
-$6.3M
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$6.1M
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$6.1M
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$6.0M
2,043
-96%
减持
AMZN
AMAZON COM INC
-$6.0M
22,360
-52%
清仓
JAAA
JANUS DETROIT STR TR
-$5.9M
0
-100%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$5.9M
0
-100%
清仓
NI
NISOURCE INC
-$5.8M
0
-100%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$5.8M
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$5.7M
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$5.6M
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$5.5M
0
-100%
清仓
TJX
TJX COS INC NEW
-$5.4M
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$5.2M
8,065
-74%
清仓
JSI
JANUS DETROIT STR TR
-$5.0M
0
-100%
减持
CME
CME GROUP INC
-$4.8M
8,708
-68%
增持
BIL
SPDR SERIES TRUST
+$4.7M
53,640
+2333%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.7M
3,543
-72%
减持
CSCO
CISCO SYS INC
-$4.6M
62,662
-49%
减持
—
ISHARES TR
-$4.4M
112,549
-81%
清仓
FLTR
VANECK ETF TRUST
-$4.3M
0
-100%
清仓
GE
GE AEROSPACE
-$4.3M
0
-100%
减持
NFLX
NETFLIX INC.
-$4.3M
15,030
-76%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$4.2M
0
-100%
减持
MTUM
ISHARES TR
-$4.1M
58,268
-19%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$4.1M
0
-100%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$3.9M
0
-100%
减持
BNY
BANK NEW YORK MELLON CORP
-$3.7M
42,255
-44%
减持
QQQ
INVESCO QQQ TR
-$3.7M
3,780
-60%
清仓
—
TECHNIPFMC PLC
-$3.6M
0
-100%
清仓
COWG
PACER FDS TR
-$3.5M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$3.4M
17,431
+311%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.3M
123,287
+76%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$3.3M
0
-100%
清仓
EXPE
EXPEDIA GROUP INC
-$3.3M
0
-100%
减持
CTRE
CARETRUST REIT INC
-$3.2M
74,153
-55%
减持
FIX
COMFORT SYS USA INC
-$3.2M
5,167
-53%
清仓
INCY
INCYTE CORP
-$3.1M
0
-100%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$3.1M
8,143
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$3.1M
0
-100%
清仓
GLW
CORNING INC
-$2.9M
0
-100%
清仓
EVR
EVERCORE INC
-$2.8M
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$2.8M
0
-100%
清仓
MDU
MDU RES GROUP INC
-$2.7M
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$2.7M
32,859
+91%
建仓
KLAC
KLA CORP
+$2.6M
1,776
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$2.6M
0
-100%
减持
UNM
UNUM GROUP
-$2.6M
29,427
-52%
建仓
MS
MORGAN STANLEY
+$2.6M
15,614
清仓
SPGI
S&P GLOBAL INC
-$2.4M
0
-100%
增持
ADI
ANALOG DEVICES INC
+$2.4M
8,417
+811%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.4M
5,802
+103%
建仓
LRCX
LAM RESEARCH CORP
+$2.4M
11,128
建仓
—
CSG SYS INTL INC
+$2.4M
29,467
建仓
—
TE CONNECTIVITY PLC
+$2.3M
11,193
增持
CAH
CARDINAL HEALTH INC
+$2.3M
26,025
+67%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$2.3M
26,651
+114%
减持
COST
COSTCO WHOLESALE CORPORATION
-$2.2M
424
-86%
清仓
PIZ
INVESCO EXCH TRADED FD TR II
-$2.2M
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$2.2M
0
-100%
清仓
PKG
PACKAGING CORP AMER
-$2.1M
0
-100%
增持
INTU
INTUIT
+$2.0M
5,448
+1019%
建仓
DDS
DILLARDS INC
+$1.9M
3,387
增持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$1.8M
2,020,597
+6%
清仓
XYL
XYLEM INC
-$1.8M
0
-100%
增持
ORCL
ORACLE CORP
+$1.8M
20,313
+234%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.8M
10,200
+829%
清仓
WSM
WILLIAMS SONOMA INC
-$1.8M
0
-100%
建仓
PII
POLARIS INC
+$1.7M
31,769
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$1.7M
319,178
-13%
清仓
MCO
MOODYS CORP
-$1.6M
0
-100%
建仓
ALB
ALBEMARLE CORP
+$1.6M
8,929
增持
HEI
HEICO CORP NEW
+$1.6M
9,187
+208%
清仓
ITT
ITT INC
-$1.5M
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$1.5M
0
-100%
清仓
QUAL
ISHARES TR
-$1.4M
0
-100%
清仓
TOPT
ISHARES TR
-$1.3M
0
-100%
清仓
ADC
AGREE RLTY CORP
-$1.2M
0
-100%
清仓
RMD
RESMED INC
-$1.2M
0
-100%
建仓
AES
AES CORP
+$1.2M
87,670
增持
ZROZ
PIMCO ETF TR
+$1.2M
423,982
+5%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$1.1M
0
-100%
清仓
LMAT
LEMAITRE VASCULAR INC
-$904.3K
0
-100%
增持
NFG
NATIONAL FUEL GAS CO
+$898.6K
44,600
+8%
清仓
ESS
ESSEX PPTY TR INC
-$891.3K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$889.6K
0
-100%
减持
CASY
CASEYS GEN STORES INC
+$883.4K
8,290
-11%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$747.0K
1,302,417
+2%
清仓
LFUS
LITTELFUSE INC
-$711.5K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$678.3K
23,188
+40%
减持
IWF
ISHARES TR
-$661.0K
12,176
-2%
增持
MGMT
UNIFIED SER TR
+$594.8K
674,688
+0%
增持
LAD
LITHIA MTRS INC
-$592.6K
10,147
+8%
减持
APH
AMPHENOL CORP
-$576.3K
37,284
-5%
增持
EZM
WISDOMTREE TR
+$567.3K
262,309
+3%
清仓
PDP
INVESCO EXCHANGE TRADED FD T
-$560.5K
0
-100%
增持
KO
COCA COLA CO
+$521.3K
34,154
+15%
清仓
MAA
MID-AMER APT CMNTYS INC
-$515.4K
0
-100%
建仓
IWS
ISHARES TR
+$450.0K
3,088
清仓
STAG
STAG INDL INC
-$440.8K
0
-100%
清仓
ACWX
ISHARES TR
-$431.8K
0
-100%
减持
IEFA
ISHARES TR
-$427.9K
5,109
-49%
清仓
BMI
BADGER METER INC
-$427.2K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$417.4K
981
-55%
减持
IVW
ISHARES TR
-$414.9K
2,649
-54%
清仓
NOBL
PROSHARES TR
-$373.4K
0
-100%
减持
TSLA
TESLA INC
-$354.6K
2,016
-18%
清仓
—
MEDTRONIC PLC
-$348.4K
0
-100%
清仓
RDVY
FIRST TR EXCHANGE TRADED FD
-$341.7K
0
-100%
减持
IVV
ISHARES TR
-$340.1K
488
-49%
清仓
DGRO
ISHARES TR
-$316.0K
0
-100%
增持
ABT
ABBOTT LABORATORIES
+$313.2K
28,066
+37%
减持
IJH
ISHARES TR
-$311.8K
10,728
-32%
建仓
SLYV
SPDR SERIES TRUST
+$311.3K
3,291
建仓
CWB
SPDR SERIES TRUST
+$309.7K
3,384
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$305.5K
6,566
-2%
清仓
IEMG
ISHARES INC
-$303.1K
0
-100%
增持
LLY
ELI LILLY & CO
+$284.9K
1,234
+56%
减持
FNDX
SCHWAB STRATEGIC TR
+$275.6K
837,371
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$264.7K
27,782
-14%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$259.9K
0
-100%
减持
SUSA
ISHARES TR
-$259.3K
24,475
-2%
