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 |
|---|---|---|---|---|---|---|---|---|
| SPGM | SPDR INDEX SHS FDS | $222.50万 | 0.25% | 25,972 | -41,131 | -61.3% | -$352.37万 | 减仓 |
| CAT | CATERPILLAR INC | $248.63万 | 0.28% | 2,335 | 78 | 3.5% | $8.31万 | 加仓 |
| GOOGL | ALPHABET INC | $259.40万 | 0.29% | 7,259 | 1,104 | 17.9% | $39.45万 | 加仓 |
| AMZN | AMAZON COM INC | $272.02万 | 0.30% | 11,413 | 73 | 0.6% | $1.74万 | 加仓 |
| GOOG | ALPHABET INC | $273.91万 | 0.30% | 7,752 | -22 | -0.3% | -$7,774 | 减仓 |
| IVV | ISHARES TR | $294.44万 | 0.33% | 3,932 | -18 | -0.5% | -$1.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $299.16万 | 0.33% | 8,020 | -60 | -0.7% | -$2.24万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $304.54万 | 0.34% | 12,368 | -58 | -0.5% | -$1.43万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $307.99万 | 0.34% | 44,061 | 2,707 | 6.5% | $18.92万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $331.24万 | 0.37% | 114,378 | 7,450 | 7.0% | $21.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $439.12万 | 0.49% | 6,394 | -24 | -0.4% | -$1.65万 | 减仓 |
| PATK | PATRICK INDS INC | $472.65万 | 0.53% | 52,645 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $484.45万 | 0.54% | 126,356 | -30,101 | -19.2% | -$115.41万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $577.44万 | 0.64% | 28,859 | 1,511 | 5.5% | $30.23万 | 加仓 |
| MKC | MCCORMICK & CO INC | $907.74万 | 1.01% | 180,036 | -3,451 | -1.9% | -$17.40万 | 减仓 |
| GMF | SPDR INDEX SHS FDS | $1,054.53万 | 1.17% | 67,180 | -201 | -0.3% | -$3.16万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,307.70万 | 1.46% | 247,859 | 6,560 | 2.7% | $34.61万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,353.47万 | 1.51% | 426,828 | 13,299 | 3.2% | $42.17万 | 加仓 |
| MFUS | PIMCO EQUITY SER | $1,854.01万 | 2.06% | 276,018 | 12,524 | 4.8% | $84.12万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $1,875.17万 | 2.09% | 456,246 | 12,310 | 2.8% | $50.59万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,880.00万 | 2.09% | 473,791 | 20,108 | 4.4% | $79.79万 | 加仓 |
| PULS | PGIM ETF TR | $2,116.96万 | 2.36% | 427,177 | 31,366 | 7.9% | $155.44万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $2,195.70万 | 2.44% | 379,294 | 3,278 | 0.9% | $18.98万 | 加仓 |
| AAPL | APPLE INC | $2,199.63万 | 2.45% | 76,017 | -1,270 | -1.6% | -$36.75万 | 减仓 |
| SHY | ISHARES TR | $2,698.14万 | 3.00% | 328,601 | 5,324 | 1.6% | $43.72万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $3,284.98万 | 3.66% | 1,078,457 | 38,917 | 3.7% | $118.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,566.10万 | 3.97% | 433,095 | 10,503 | 2.5% | $86.48万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $3,710.45万 | 4.13% | 738,693 | 32,744 | 4.6% | $164.47万 | 加仓 |
| SHV | ISHARES TR | $3,837.51万 | 4.27% | 347,758 | 19,042 | 5.8% | $210.13万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $4,442.30万 | 4.94% | 1,301,772 | 65,194 | 5.3% | $222.47万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $5,327.22万 | 5.93% | 1,923,183 | 68,775 | 3.7% | $190.51万 | 加仓 |
| MFDX | PIMCO EQUITY SER | $7,099.21万 | 7.90% | 1,704,901 | 18,516 | 1.1% | $77.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,803.57万 | 9.80% | 2,109,650 | 70,981 | 3.5% | $296.20万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.55亿 | 17.25% | 5,266,972 | 74,799 | 1.4% | $220.13万 | 加仓 |