FINANCIAL CONSULATE, INC
HUNT VALLEY MD · SEC CIK 0001624510
$8.99亿2026Q2 申报市值
1,448持仓数
64.8%前十大占比 · 第一大 17.3%
111 / 86新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DIMENSIONAL ETF 加仓+$296.20万
DIHP 加仓+$222.47万
SCHX 加仓+$220.13万
SHV 加仓+$210.13万
SCHF 加仓+$190.51万
2026Q2 卖出最多 按季末市值估算
SPGM 减仓-$352.37万
TXG 减仓-$115.41万
INTC 减仓-$45.25万
AAPL 减仓-$36.75万
BE 减仓-$19.86万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KGC | KINROSS GOLD CORP | $5.31万 | 0.01% | 2,246 | -155 | -6.5% | -$3,661 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $5.39万 | 0.01% | 1,327 | -191 | -12.6% | -$7,758 | 减仓 |
| MYRG | MYR GROUP INC | $5.40万 | 0.01% | 108 | -6 | -5.3% | -$3,002 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $5.49万 | 0.01% | 441 | 26 | 6.3% | $3,235 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $5.51万 | 0.01% | 3,104 | -32 | -1.0% | -$568 | 减仓 |
| PSX | PHILLIPS 66 | $5.56万 | 0.01% | 329 | 16 | 5.1% | $2,705 | 加仓 |
| WAT | WATERS CORP | $5.59万 | 0.01% | 149 | -1 | -0.7% | -$375 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $5.59万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $5.61万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $5.62万 | 0.01% | 88 | 6 | 7.3% | $3,832 | 加仓 |
| ERIE | ERIE INDTY CO | $5.66万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $5.70万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $5.74万 | 0.01% | 600 | 9 | 1.5% | $861 | 加仓 |
| NMIH | NMI HLDGS INC | $5.86万 | 0.01% | 1,425 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $5.86万 | 0.01% | 418 | 235 | 128.4% | $3.29万 | 加仓 |
| F | FORD MTR CO | $5.88万 | 0.01% | 4,227 | -1,290 | -23.4% | -$1.79万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $5.94万 | 0.01% | 616 | -52 | -7.8% | -$5,014 | 减仓 |
| SNOW | SNOWFLAKE INC | $5.96万 | 0.01% | 234 | 12 | 5.4% | $3,054 | 加仓 |
| MMM | 3M CO | $5.96万 | 0.01% | 368 | -489 | -57.1% | -$7.91万 | 减仓 |
| EMXC | ISHARES INC | $5.96万 | 0.01% | 583 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $5.97万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $5.99万 | 0.01% | 1,327 | 179 | 15.6% | $8,077 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $6.01万 | 0.01% | 535 | -17 | -3.1% | -$1,909 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6.08万 | 0.01% | 63 | 4 | 6.8% | $3,860 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $6.16万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| LPL | LG DISPLAY CO LTD | $6.21万 | 0.01% | 15,970 | 8,023 | 101.0% | $3.12万 | 加仓 |
| VLTO | VERALTO CORP | $6.30万 | 0.01% | 711 | -15 | -2.1% | -$1,330 | 减仓 |
| LCII | LCI INDS | $6.35万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $6.36万 | 0.01% | 622 | 55 | 9.7% | $5,621 | 加仓 |
| DLTR | DOLLAR TREE INC | $6.37万 | 0.01% | 527 | 11 | 2.1% | $1,330 | 加仓 |
| EPI | WISDOMTREE TR | $6.42万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $6.42万 | 0.01% | 2,188 | 55 | 2.6% | $1,613 | 加仓 |
| CPRT | COPART INC | $6.46万 | 0.01% | 2,290 | -324 | -12.4% | -$9,134 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $6.46万 | 0.01% | 5,330 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $6.48万 | 0.01% | 626 | 57 | 10.0% | $5,897 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6.49万 | 0.01% | 1,088 | 71 | 7.0% | $4,238 | 加仓 |
| IJH | ISHARES TR | $6.59万 | 0.01% | 855 | 484 | 130.5% | $3.73万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $6.62万 | 0.01% | 614 | 39 | 6.8% | $4,203 | 加仓 |
| VEEV | VEEVA SYS INC | $6.69万 | 0.01% | 377 | -437 | -53.7% | -$7.76万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $6.71万 | 0.01% | 174 | 12 | 7.4% | $4,630 | 加仓 |
| SHOP | SHOPIFY INC | $6.73万 | 0.01% | 589 | 376 | 176.5% | $4.29万 | 加仓 |
| KOP | KOPPERS HOLDINGS INC | $6.74万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $6.75万 | 0.01% | 466 | 0 | 0.0% | — | 不变 |
| ACNB | ACNB CORP | $6.83万 | 0.01% | 1,150 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $6.83万 | 0.01% | 1,265 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $6.85万 | 0.01% | 1,442 | 1,442 | — | $6.85万 | 新建仓 |
| OUST | OUSTER INC | $6.88万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $6.93万 | 0.01% | 905 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $7.07万 | 0.01% | 771 | 83 | 12.1% | $7,610 | 加仓 |
| IMKTA | INGLES MKTS INC | $7.09万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $7.18万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $7.45万 | 0.01% | 3,270 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $7.50万 | 0.01% | 117 | -10 | -7.9% | -$6,408 | 减仓 |
| RKLB | ROCKET LAB CORP | $7.53万 | 0.01% | 741 | 3 | 0.4% | $305 | 加仓 |
| CI | THE CIGNA GROUP | $7.59万 | 0.01% | 275 | -6 | -2.1% | -$1,656 | 减仓 |
| SPGI | S&P GLOBAL INC | $7.66万 | 0.01% | 188 | -34 | -15.3% | -$1.38万 | 减仓 |
| LASR | NLIGHT INC | $7.66万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $7.80万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $7.81万 | 0.01% | 669 | -39 | -5.5% | -$4,554 | 减仓 |
| COP | CONOCOPHILLIPS | $7.82万 | 0.01% | 752 | 36 | 5.0% | $3,743 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $7.82万 | 0.01% | 504 | -18 | -3.4% | -$2,792 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $7.82万 | 0.01% | 1,385 | 368 | 36.2% | $2.08万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $7.86万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $7.87万 | 0.01% | 970 | -3 | -0.3% | -$243 | 减仓 |
| IAG | IAMGOLD CORP | $7.92万 | 0.01% | 5,000 | 5,000 | — | $7.92万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $7.99万 | 0.01% | 488 | 5 | 1.0% | $819 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $8.06万 | 0.01% | 3,022 | -39 | -1.3% | -$1,040 | 减仓 |
| NVS | NOVARTIS AG | $8.07万 | 0.01% | 515 | 33 | 6.8% | $5,172 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $8.08万 | 0.01% | 1,128 | 6 | 0.5% | $430 | 加仓 |
| XEL | XCEL ENERGY INC | $8.10万 | 0.01% | 1,009 | 19 | 1.9% | $1,525 | 加仓 |
| IDV | ISHARES TR | $8.15万 | 0.01% | 1,966 | 1,966 | — | $8.15万 | 新建仓 |
| SYK | STRYKER CORPORATION | $8.15万 | 0.01% | 259 | 70 | 37.0% | $2.20万 | 加仓 |
| KLAC | KLA CORP | $8.21万 | 0.01% | 272 | 22 | 8.8% | $6,638 | 加仓 |
| ILTB | ISHARES TR | $8.22万 | 0.01% | 1,669 | -86 | -4.9% | -$4,235 | 减仓 |
| IUSG | ISHARES TR | $8.24万 | 0.01% | 438 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $8.43万 | 0.01% | 613 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $8.47万 | 0.01% | 254 | 147 | 137.4% | $4.90万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $8.62万 | 0.01% | 758 | 1 | 0.1% | $114 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $8.65万 | 0.01% | 976 | -2 | -0.2% | -$177 | 减仓 |
| ETN | EATON CORP PLC | $8.78万 | 0.01% | 206 | 1 | 0.5% | $426 | 加仓 |
| ARM | ARM HOLDINGS PLC | $8.86万 | 0.01% | 250 | -70 | -21.9% | -$2.48万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $8.89万 | 0.01% | 2,413 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $8.90万 | 0.01% | 331 | 2 | 0.6% | $538 | 加仓 |
| QLD | PROSHARES TR | $8.98万 | 0.01% | 928 | -93 | -9.1% | -$9,001 | 减仓 |
| IUSV | ISHARES TR | $9.01万 | 0.01% | 818 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $9.06万 | 0.01% | 1,572 | -74 | -4.5% | -$4,263 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $9.15万 | 0.01% | 1,185 | -18 | -1.5% | -$1,390 | 减仓 |
| WFC | WELLS FARGO & CO | $9.20万 | 0.01% | 1,113 | -75 | -6.3% | -$6,200 | 减仓 |
| DCO | DUCOMMUN INC DEL | $9.26万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $9.33万 | 0.01% | 181 | 2 | 1.1% | $1,030 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $9.41万 | 0.01% | 519 | 118 | 29.4% | $2.14万 | 加仓 |
| SLB | SLB LIMITED | $9.64万 | 0.01% | 2,073 | 3 | 0.1% | $139 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $9.73万 | 0.01% | 2,729 | -290 | -9.6% | -$1.03万 | 减仓 |
| TXN | TEXAS INSTRS INC | $9.75万 | 0.01% | 327 | 1 | 0.3% | $298 | 加仓 |
| ARGX | ARGENX SE | $9.93万 | 0.01% | 107 | 4 | 3.9% | $3,711 | 加仓 |
| WTAI | WISDOMTREE TR | $10.02万 | 0.01% | 2,111 | 1,439 | 214.1% | $6.83万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $10.16万 | 0.01% | 598 | 32 | 5.7% | $5,436 | 加仓 |
| APH | AMPHENOL CORP | $10.23万 | 0.01% | 580 | -35 | -5.7% | -$6,171 | 减仓 |
| IWD | ISHARES TR | $10.28万 | 0.01% | 424 | 95 | 28.9% | $2.30万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $10.30万 | 0.01% | 961 | 0 | 0.0% | — | 不变 |