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
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SCHF 加仓+$190.51万
2026Q2 卖出最多 按季末市值估算
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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 |
|---|---|---|---|---|---|---|---|---|
| EFG | ISHARES TR | $10.33万 | 0.01% | 830 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $10.34万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $10.53万 | 0.01% | 538 | 15 | 2.9% | $2,937 | 加仓 |
| FSLR | FIRST SOLAR INC | $10.62万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $10.75万 | 0.01% | 192 | -17 | -8.1% | -$9,521 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INC | $10.79万 | 0.01% | 6,026 | 66 | 1.1% | $1,182 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $10.84万 | 0.01% | 145 | 43 | 42.2% | $3.22万 | 加仓 |
| MO | ALTRIA GROUP INC | $10.92万 | 0.01% | 1,516 | 136 | 9.9% | $9,796 | 加仓 |
| AEE | AMEREN CORP | $10.96万 | 0.01% | 970 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $10.98万 | 0.01% | 516 | 19 | 3.8% | $4,043 | 加仓 |
| IAGG | ISHARES TR | $10.99万 | 0.01% | 2,171 | 169 | 8.4% | $8,552 | 加仓 |
| EFA | ISHARES TR | $11.12万 | 0.01% | 1,070 | 1,070 | — | $11.12万 | 新建仓 |
| NUE | NUCOR CORP | $11.18万 | 0.01% | 502 | 1 | 0.2% | $223 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $11.19万 | 0.01% | 325 | -188 | -36.6% | -$6.47万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $11.22万 | 0.01% | 3,370 | 29 | 0.9% | $965 | 加仓 |
| GLW | CORNING INC | $11.29万 | 0.01% | 442 | 13 | 3.0% | $3,321 | 加仓 |
| NMAX | NEWSMAX INC | $11.29万 | 0.01% | 13,640 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $11.30万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $11.52万 | 0.01% | 704 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $11.60万 | 0.01% | 1,518 | 57 | 3.9% | $4,356 | 加仓 |
| CMI | CUMMINS INC | $11.70万 | 0.01% | 164 | 37 | 29.1% | $2.64万 | 加仓 |
| COHR | COHERENT CORP | $11.73万 | 0.01% | 297 | 29 | 10.8% | $1.15万 | 加仓 |
| SLV | ISHARES SILVER TR | $11.91万 | 0.01% | 2,227 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $11.99万 | 0.01% | 1,392 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $12.13万 | 0.01% | 1,340 | -4 | -0.3% | -$362 | 减仓 |
| LQD | ISHARES TR | $12.28万 | 0.01% | 1,126 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY COVINGTON TRUST | $12.63万 | 0.01% | 2,390 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $12.68万 | 0.01% | 1,277 | -532 | -29.4% | -$5.28万 | 减仓 |
| QCOM | QUALCOMM INC | $12.70万 | 0.01% | 687 | 43 | 6.7% | $7,946 | 加仓 |
| DON | WISDOMTREE TR | $12.93万 | 0.01% | 2,288 | 870 | 61.4% | $4.92万 | 加仓 |
| SF | STIFEL FINL CORP | $13.01万 | 0.01% | 1,864 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $13.18万 | 0.01% | 657 | -6 | -0.9% | -$1,203 | 减仓 |
| MTG | MGIC INVT CORP WIS | $13.38万 | 0.01% | 4,744 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $13.40万 | 0.01% | 2,322 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $13.49万 | 0.02% | 708 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $13.50万 | 0.02% | 1,254 | -21 | -1.6% | -$2,260 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $13.57万 | 0.02% | 411 | 11 | 2.8% | $3,631 | 加仓 |
| D | DOMINION ENERGY INC | $13.63万 | 0.02% | 1,996 | 29 | 1.5% | $1,980 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $13.95万 | 0.02% | 2,535 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $14.07万 | 0.02% | 326 | -5 | -1.5% | -$2,158 | 减仓 |
| OEF | ISHARES TR | $14.34万 | 0.02% | 392 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $14.52万 | 0.02% | 1,698 | 303 | 21.7% | $2.59万 | 加仓 |
| FNB | F N B CORP | $14.64万 | 0.02% | 7,675 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $14.70万 | 0.02% | 1,249 | -100 | -7.4% | -$1.18万 | 减仓 |
| MGK | VANGUARD WORLD FD | $14.81万 | 0.02% | 1,685 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $14.92万 | 0.02% | 2,048 | -1 | -0.0% | -$73 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $15.13万 | 0.02% | 2,124 | 10 | 0.5% | $712 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $15.23万 | 0.02% | 2,868 | 1 | 0.0% | $53 | 加仓 |
| DIS | DISNEY WALT CO | $15.33万 | 0.02% | 1,593 | 2 | 0.1% | $192 | 加仓 |
| VFH | VANGUARD WORLD FD | $15.58万 | 0.02% | 1,184 | 0 | 0.0% | — | 不变 |
| GLRE | GREENLIGHT CAP RE LTD | $15.75万 | 0.02% | 9,736 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $16.08万 | 0.02% | 916 | 9 | 1.0% | $1,580 | 加仓 |
| AMGN | AMGEN INC | $16.12万 | 0.02% | 445 | 71 | 19.0% | $2.57万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $16.13万 | 0.02% | 1,354 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $16.34万 | 0.02% | 1,048 | 11 | 1.1% | $1,715 | 加仓 |
| AZN | ASTRAZENECA PLC | $16.50万 | 0.02% | 870 | -3 | -0.3% | -$569 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $16.54万 | 0.02% | 521 | -313 | -37.5% | -$9.94万 | 减仓 |
| DE | DEERE & CO | $16.68万 | 0.02% | 263 | 3 | 1.2% | $1,903 | 加仓 |
| BDX | BECTON DICKINSON & CO | $16.93万 | 0.02% | 1,119 | 4 | 0.4% | $605 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $17.17万 | 0.02% | 577 | 125 | 27.7% | $3.72万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $17.22万 | 0.02% | 1,447 | -768 | -34.7% | -$9.14万 | 减仓 |
| CATH | GLOBAL X FDS | $17.50万 | 0.02% | 1,977 | 0 | 0.0% | — | 不变 |
| — | MCCORMICK & CO INC | $17.58万 | 0.02% | 3,482 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $17.61万 | 0.02% | 632 | -48 | -7.1% | -$1.34万 | 减仓 |
| IWY | ISHARES TR | $17.61万 | 0.02% | 606 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $17.66万 | 0.02% | 2,408 | 6 | 0.2% | $440 | 加仓 |
| NEE | NEXTERA ENERGY INC | $17.75万 | 0.02% | 2,022 | -46 | -2.2% | -$4,038 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $17.95万 | 0.02% | 812 | 812 | — | $17.95万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $18.25万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $18.27万 | 0.02% | 816 | -797 | -49.4% | -$17.85万 | 减仓 |
| WM | WASTE MGMT INC DEL | $18.31万 | 0.02% | 821 | 1 | 0.1% | $223 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $18.34万 | 0.02% | 3,847 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $18.45万 | 0.02% | 852 | 396 | 86.8% | $8.57万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $18.51万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $18.53万 | 0.02% | 2,190 | 132 | 6.4% | $1.12万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $18.77万 | 0.02% | 452 | 33 | 7.9% | $1.37万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $18.85万 | 0.02% | 247 | 8 | 3.3% | $6,105 | 加仓 |
| IGIB | ISHARES TR | $19.05万 | 0.02% | 3,582 | -157 | -4.2% | -$8,348 | 减仓 |
| IJT | ISHARES TR | $19.16万 | 0.02% | 1,073 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $19.58万 | 0.02% | 800 | -417 | -34.3% | -$10.21万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $19.59万 | 0.02% | 1,592 | 167 | 11.7% | $2.05万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $19.77万 | 0.02% | 747 | 100 | 15.5% | $2.65万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $19.95万 | 0.02% | 7,808 | 146 | 1.9% | $3,731 | 加仓 |
| AFL | AFLAC INC | $20.12万 | 0.02% | 1,716 | 2 | 0.1% | $234 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $20.55万 | 0.02% | 1,233 | -203 | -14.1% | -$3.38万 | 减仓 |
| MTB | M & T BK CORP | $21.29万 | 0.02% | 895 | 3 | 0.3% | $714 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $21.53万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $21.72万 | 0.02% | 1,918 | -176 | -8.4% | -$1.99万 | 减仓 |
| NFLX | NETFLIX INC. | $22.17万 | 0.02% | 3,105 | -105 | -3.3% | -$7,497 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.82万 | 0.03% | 964 | 3 | 0.3% | $710 | 加仓 |
| ABT | ABBOTT LABORATORIES | $22.89万 | 0.03% | 2,523 | 148 | 6.2% | $1.34万 | 加仓 |
| DDOG | DATADOG INC | $23.25万 | 0.03% | 893 | 691 | 342.1% | $17.99万 | 加仓 |
| TXT | TEXTRON INC | $23.27万 | 0.03% | 2,537 | 6 | 0.2% | $550 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $23.35万 | 0.03% | 2,955 | 334 | 12.7% | $2.64万 | 加仓 |
| AMAT | APPLIED MATLS INC | $23.93万 | 0.03% | 331 | 13 | 4.1% | $9,399 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $24.01万 | 0.03% | 1,755 | 47 | 2.8% | $6,429 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.16万 | 0.03% | 5,707 | -410 | -6.7% | -$1.74万 | 减仓 |
| MCO | MOODYS CORP | $24.80万 | 0.03% | 548 | -31 | -5.4% | -$1.40万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $24.89万 | 0.03% | 730 | 46 | 6.7% | $1.57万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $25.27万 | 0.03% | 2,302 | -49 | -2.1% | -$5,379 | 减仓 |