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 |
|---|---|---|---|---|---|---|---|---|
| CDNS | CADENCE DESIGN SYSTEM INC | $26.05万 | 0.03% | 694 | -55 | -7.3% | -$2.06万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $26.09万 | 0.03% | 2,061 | 111 | 5.7% | $1.41万 | 加仓 |
| TFC | TRUIST FINL CORP | $26.25万 | 0.03% | 5,269 | 128 | 2.5% | $6,377 | 加仓 |
| QQQ | INVESCO QQQ TR | $26.53万 | 0.03% | 360 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $26.79万 | 0.03% | 1,126 | 28 | 2.6% | $6,662 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $26.81万 | 0.03% | 1,708 | 1,708 | — | $26.81万 | 新建仓 |
| BAC | BANK OF AMER CORP | $27.02万 | 0.03% | 4,741 | 181 | 4.0% | $1.03万 | 加仓 |
| CBRE | CBRE GROUP INC | $27.17万 | 0.03% | 2,017 | -184 | -8.4% | -$2.48万 | 减仓 |
| INTC | INTEL CORP | $27.18万 | 0.03% | 1,947 | -3,241 | -62.5% | -$45.25万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $27.85万 | 0.03% | 3,169 | -36 | -1.1% | -$3,163 | 减仓 |
| GLD | SPDR GOLD TR | $28.00万 | 0.03% | 760 | 25 | 3.4% | $9,210 | 加仓 |
| TRGP | TARGA RES CORP | $28.53万 | 0.03% | 1,064 | 3 | 0.3% | $804 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $29.03万 | 0.03% | 999 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $30.52万 | 0.03% | 902 | 12 | 1.3% | $4,061 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $30.82万 | 0.03% | 3,481 | 904 | 35.1% | $8.00万 | 加仓 |
| VMC | VULCAN MATLS CO | $30.89万 | 0.03% | 1,047 | -90 | -7.9% | -$2.66万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $32.61万 | 0.04% | 820 | -15 | -1.8% | -$5,965 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $33.05万 | 0.04% | 2,857 | 676 | 31.0% | $7.82万 | 加仓 |
| COR | CENCORA INC | $33.11万 | 0.04% | 1,170 | -7 | -0.6% | -$1,981 | 减仓 |
| KO | COCA COLA CO | $33.53万 | 0.04% | 4,123 | 425 | 11.5% | $3.46万 | 加仓 |
| GEV | GE VERNOVA INC | $33.98万 | 0.04% | 289 | 1 | 0.3% | $1,176 | 加仓 |
| EGY | VAALCO ENERGY INC | $33.99万 | 0.04% | 66,900 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $34.09万 | 0.04% | 1,409 | 5 | 0.4% | $1,210 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $34.68万 | 0.04% | 5,431 | 2 | 0.0% | $128 | 加仓 |
| T | AT&T INC | $34.97万 | 0.04% | 16,894 | -533 | -3.1% | -$1.10万 | 减仓 |
| GE | GE AEROSPACE | $35.15万 | 0.04% | 941 | 5 | 0.5% | $1,868 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $35.28万 | 0.04% | 4,889 | -528 | -9.7% | -$3.81万 | 减仓 |
| IJR | ISHARES TR | $35.41万 | 0.04% | 2,388 | -3 | -0.1% | -$445 | 减仓 |
| WSBC | WESBANCO INC | $35.62万 | 0.04% | 9,127 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $35.91万 | 0.04% | 2,061 | 31 | 1.5% | $5,401 | 加仓 |
| AGG | ISHARES TR | $36.45万 | 0.04% | 3,683 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $36.60万 | 0.04% | 2,196 | -14 | -0.6% | -$2,333 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $37.75万 | 0.04% | 373 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $38.23万 | 0.04% | 287 | -7 | -2.4% | -$9,324 | 减仓 |
| SPB | SPECTRUM BRANDS INC | $39.40万 | 0.04% | 378,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $39.83万 | 0.04% | 2,942 | -120 | -3.9% | -$1.62万 | 减仓 |
| DHR | DANAHER CORP DEL | $40.30万 | 0.04% | 2,116 | -174 | -7.6% | -$3.31万 | 减仓 |
| LIN | LINDE PLC | $41.30万 | 0.05% | 796 | 3 | 0.4% | $1,557 | 加仓 |
| CSCO | CISCO SYS INC | $42.33万 | 0.05% | 3,604 | 233 | 6.9% | $2.74万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $43.27万 | 0.05% | 313 | -37 | -10.6% | -$5.11万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $43.29万 | 0.05% | 18,718 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $46.42万 | 0.05% | 1,552 | 292 | 23.2% | $8.73万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $47.17万 | 0.05% | 1,135 | 41 | 3.7% | $1.70万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $47.23万 | 0.05% | 9,752 | 16 | 0.2% | $775 | 加仓 |
| AVGO | BROADCOM INC | $49.43万 | 0.06% | 1,308 | 68 | 5.5% | $2.57万 | 加仓 |
| HEI/A | HEICO CORP NEW | $49.60万 | 0.06% | 1,923 | -42 | -2.1% | -$1.08万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $49.95万 | 0.06% | 4,259 | 221 | 5.5% | $2.59万 | 加仓 |
| IWF | ISHARES TR | $51.51万 | 0.06% | 4,148 | 4 | 0.1% | $497 | 加仓 |
| — | BANDWIDTH INC | $53.46万 | 0.06% | 573,000 | -39,000 | -6.4% | -$3.64万 | 减仓 |
| EXC | EXELON CORP | $54.07万 | 0.06% | 11,598 | 41 | 0.4% | $1,911 | 加仓 |
| — | REDFIN CORP | $54.77万 | 0.06% | 564,000 | -28,000 | -4.7% | -$2.72万 | 减仓 |
| — | MOUNT LOGAN CAP INC | $56.91万 | 0.06% | 165,445 | -9,512 | -5.4% | -$3.27万 | 减仓 |
| ASML | ASML HLDG NV | $57.10万 | 0.06% | 287 | -16 | -5.3% | -$3.18万 | 减仓 |
| — | SNAP INC | $58.25万 | 0.06% | 613,000 | -42,000 | -6.4% | -$3.99万 | 减仓 |
| BE | BLOOM ENERGY CORP | $59.09万 | 0.07% | 1,952 | -656 | -25.2% | -$19.86万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $60.35万 | 0.07% | 2,146 | 15 | 0.7% | $4,218 | 加仓 |
| DOCU | DOCUSIGN INC | $61.22万 | 0.07% | 13,782 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $61.46万 | 0.07% | 1,091 | 120 | 12.4% | $6.76万 | 加仓 |
| MCD | MCDONALDS CORP | $64.05万 | 0.07% | 2,369 | -123 | -4.9% | -$3.33万 | 减仓 |
| VIS | VANGUARD WORLD FD | $64.10万 | 0.07% | 1,779 | 123 | 7.4% | $4.43万 | 加仓 |
| CVX | CHEVRON CORPORATION | $64.64万 | 0.07% | 3,900 | 138 | 3.7% | $2.29万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $65.17万 | 0.07% | 1,365 | 239 | 21.2% | $11.41万 | 加仓 |
| URI | UNITED RENTALS INC | $72.05万 | 0.08% | 636 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $72.11万 | 0.08% | 2,045 | 10 | 0.5% | $3,526 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $75.53万 | 0.08% | 4,985 | -2 | -0.0% | -$303 | 减仓 |
| CSX | CSX CORP | $75.95万 | 0.08% | 15,980 | 24 | 0.2% | $1,141 | 加仓 |
| V | VISA INC | $77.19万 | 0.09% | 2,250 | -27 | -1.2% | -$9,263 | 减仓 |
| ABBV | ABBVIE INC | $79.70万 | 0.09% | 3,167 | 98 | 3.2% | $2.47万 | 加仓 |
| — | PEBBLEBROOK HOTEL TR | $84.39万 | 0.09% | 846,000 | -48,000 | -5.4% | -$4.79万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $84.97万 | 0.09% | 23,044 | 63 | 0.3% | $2,323 | 加仓 |
| VTI | VANGUARD INDEX FDS | $84.99万 | 0.09% | 2,297 | 171 | 8.0% | $6.33万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $88.20万 | 0.10% | 3,551 | -1 | -0.0% | -$248 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $93.13万 | 0.10% | 3,667 | 143 | 4.1% | $3.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $97.53万 | 0.11% | 1,679 | 283 | 20.3% | $16.44万 | 加仓 |
| MRK | MERCK & CO INC | $97.78万 | 0.11% | 7,599 | 41 | 0.5% | $5,275 | 加仓 |
| FAST | FASTENAL CO | $98.71万 | 0.11% | 20,551 | 4 | 0.0% | $192 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $99.09万 | 0.11% | 1,047,000 | 48,000 | 4.8% | $4.54万 | 加仓 |
| — | MGP INGREDIENTS INC NEW | $100.67万 | 0.11% | 1,038,000 | 44,000 | 4.4% | $4.27万 | 加仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $101.29万 | 0.11% | 1,006,000 | 52,000 | 5.5% | $5.24万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $101.44万 | 0.11% | 10,994 | -227 | -2.0% | -$2.09万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $101.55万 | 0.11% | 28,106 | -258 | -0.9% | -$9,322 | 减仓 |
| LRCX | LAM RESEARCH CORP | $102.75万 | 0.11% | 2,371 | 117 | 5.2% | $5.07万 | 加仓 |
| — | EXXON MOBIL CORP | $105.35万 | 0.12% | 7,705 | -38 | -0.5% | -$5,195 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $106.40万 | 0.12% | 9,898 | 11 | 0.1% | $1,183 | 加仓 |
| PG | PROCTER & GAMBLE CO | $108.00万 | 0.12% | 7,365 | -65 | -0.9% | -$9,532 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $110.86万 | 0.12% | 2,216 | 50 | 2.3% | $2.50万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $115.48万 | 0.13% | 2,249 | -45 | -2.0% | -$2.31万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $115.85万 | 0.13% | 1,238 | -12 | -1.0% | -$1.12万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $118.77万 | 0.13% | 26,328 | 23 | 0.1% | $1,038 | 加仓 |
| ITOT | ISHARES TR | $119.75万 | 0.13% | 7,290 | -3 | -0.0% | -$493 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $120.61万 | 0.13% | 29,657 | 44 | 0.1% | $1,789 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $120.64万 | 0.13% | 1,045 | 34 | 3.4% | $3.93万 | 加仓 |
| TSLA | TESLA INC | $129.42万 | 0.14% | 3,077 | 298 | 10.7% | $12.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $133.00万 | 0.15% | 4,063 | -32 | -0.8% | -$1.05万 | 减仓 |
| RTX | RTX CORPORATION | $139.24万 | 0.15% | 7,339 | 82 | 1.1% | $1.56万 | 加仓 |
| LLY | ELI LILLY & CO | $147.75万 | 0.16% | 1,232 | -13 | -1.0% | -$1.56万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $171.26万 | 0.19% | 3,362 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $179.79万 | 0.20% | 53,128 | 35 | 0.1% | $1,184 | 加仓 |
| VGT | VANGUARD WORLD FD | $197.11万 | 0.22% | 16,492 | 500 | 3.1% | $5.98万 | 加仓 |