13F 机构持仓

FINANCIAL CONSULATE, INC

HUNT VALLEY MD · SEC CIK 0001624510

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.99亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHX 17.3%
DIMENSIONAL ET 9.8%
MFDX 7.9%
SCHF 5.9%
DIHP 4.9%
SHV 4.3%
VTIP 4.1%
DIMENSIONAL ET 4.0%
FNDB 3.7%
SHY 3.0%

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
LVHI LEGG MASON ETF INVT $3,2070.00%79 00.0% — 不变
EG EVEREST GROUP LTD $3,2160.00%9 7350.0% $2,501 加仓
TDV PROSHARES TR $3,2230.00%31 00.0% — 不变
HACK AMPLIFY ETF TR $3,2530.00%31 00.0% — 不变
TTD THE TRADE DESK INC $3,2550.00%180 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $3,3030.00%75 00.0% — 不变
AIPO TIDAL TRUST II $3,3080.00%99 99— $3,308 新建仓
BRKR BRUKER CORP $3,3210.00%55 1227.9% $725 加仓
GTY GETTY RLTY CORP NEW $3,3360.00%100 00.0% — 不变
SNN SMITH & NEPHEW PLC $3,3710.00%117 -39-25.0% -$1,124 减仓
BMRN BIOMARIN PHARMACEUTICAL INC $3,4340.00%60 00.0% — 不变
— KRANESHARES TRUST $3,4410.00%100 00.0% — 不变
ET ENERGY TRANSFER L P $3,4420.00%180 00.0% — 不变
STLD STEEL DYNAMICS INC $3,4420.00%15 00.0% — 不变
PAYX PAYCHEX INC $3,4420.00%35 26288.9% $2,557 加仓
BEKE KE HLDGS INC $3,4440.00%237 -261-52.4% -$3,793 减仓
SPSM SPDR SERIES TRUST $3,4610.00%60 -58-49.2% -$3,346 减仓
PCG PG&E CORP $3,4670.00%206 135190.1% $2,272 加仓
IBKR INTERACTIVE BROKERS GROUP IN $3,4820.00%40 38.1% $261 加仓
JD JD.COM INC $3,4910.00%137 -171-55.5% -$4,357 减仓
BG BUNGE GLOBAL SA $3,5230.00%33 -9-21.4% -$961 减仓
GFI GOLD FIELDS LTD $3,5270.00%105 -12-10.3% -$403 减仓
ES EVERSOURCE ENERGY $3,5420.00%49 -1-2.0% -$72 减仓
KSS KOHLS CORP $3,5440.00%200 00.0% — 不变
RCI ROGERS COMMUNICATIONS INC $3,5480.00%109 70179.5% $2,279 加仓
ARES ARES MANAGEMENT CORPORATION $3,5620.00%32 -4-11.1% -$445 减仓
DHI D R HORTON INC $3,5840.00%22 422.2% $652 加仓
IQLT ISHARES TR $3,6180.00%73 00.0% — 不变
L LOEWS CORP $3,6230.00%32 -5-13.5% -$566 减仓
FE FIRSTENERGY CORP $3,6610.00%77 710.0% $333 加仓
RAL RALLIANT CORP $3,6820.00%50 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $3,6850.00%44 00.0% — 不变
SAFE SAFEHOLD INC $3,7060.00%236 00.0% — 不变
JIRE J P MORGAN EXCHANGE TRADED F $3,7130.00%45 00.0% — 不变
REMX VANECK ETF TRUST $3,7170.00%42 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $3,7370.00%54 00.0% — 不变
ALRM ALARM COM HLDGS INC $3,7380.00%80 00.0% — 不变
NVAX NOVAVAX INC $3,7500.00%398 00.0% — 不变
FNV FRANCO NEV CORP $3,7520.00%18 171,700.0% $3,544 加仓
DRAM ROUNDHILL ETF TRUST $3,7670.00%51 51— $3,767 新建仓
BOTZ GLOBAL X FDS $3,7940.00%100 00.0% — 不变
SOLV SOLVENTUM CORP $3,8580.00%50 -4-7.4% -$309 减仓
MGA MAGNA INTL INC $3,8740.00%59 -10-14.5% -$657 减仓
TMQ TRILOGY METALS INC NEW $3,8790.00%1,105 00.0% — 不变
ICLN ISHARES TR $3,8940.00%190 00.0% — 不变
AXON AXON ENTERPRISE INC $3,9250.00%7 6600.0% $3,364 加仓
NWG NATWEST GROUP PLC $3,9500.00%224 5633.3% $988 加仓
FIX COMFORT SYS USA INC $3,9640.00%2 00.0% — 不变
UUUU ENERGY FUELS INC $3,9880.00%275 -1,000-78.4% -$1.45万 减仓
OIS OIL STS INTL INC $4,0050.00%500 00.0% — 不变
GWW WW GRAINGER INC $4,0820.00%3 150.0% $1,361 加仓
ENLT ENLIGHT RENEWABLE ENERGY LTD $4,0950.00%46 46— $4,095 新建仓
CARS CARS COM INC $4,1140.00%376 00.0% — 不变
AKRE PROFESIONALLY MANAGED PORTFO $4,2560.00%80 00.0% — 不变
ONC BEONE MEDICINES LTD $4,2750.00%15 9150.0% $2,565 加仓
DAL DELTA AIR LINES INC $4,3090.00%46 615.0% $562 加仓
PWR QUANTA SVCS INC $4,3210.00%6 250.0% $1,440 加仓
ADI ANALOG DEVICES INC $4,3690.00%11 222.2% $794 加仓
FLEX FLEX LTD $4,3760.00%27 28.0% $324 加仓
CLS CELESTICA INC $4,3780.00%12 19.1% $365 加仓
TRP TC ENERGY CORP $4,3840.00%66 00.0% — 不变
PACK RANPAK HOLDINGS CORP $4,3860.00%600 00.0% — 不变
— CANARY XRP ETF $4,4100.00%398 00.0% — 不变
HMY HARMONY GOLD MNG LTD $4,4270.00%291 183169.4% $2,784 加仓
MAIN MAIN STR CAP CORP $4,4620.00%86 00.0% — 不变
FDVV FIDELITY COVINGTON TRUST $4,5220.00%75 00.0% — 不变
PPTA PERPETUA RESOURCES CORP $4,5680.00%220 2001,000.0% $4,153 加仓
WSO WATSCO INC $4,5850.00%11 -4-26.7% -$1,667 减仓
CPB THE CAMPBELLS COMPANY $4,5880.00%206 1961,960.0% $4,365 重新持有
— ISHARES ETHEREUM TR $4,6380.00%390 00.0% — 不变
VOD VODAFONE GROUP PLC $4,6720.00%352 -794-69.3% -$1.05万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $4,7430.00%52 481,200.0% $4,378 加仓
EVRG EVERGY INC $4,7540.00%55 35.8% $259 加仓
CASY CASEYS GEN STORES INC $4,7690.00%6 6— $4,769 新建仓
IE IVANHOE ELECTRIC INC $4,8050.00%500 00.0% — 不变
— AMPLIFY ETF TR $4,8390.00%70 00.0% — 不变
PUK PRUDENTIAL PLC $4,8800.00%182 -88-32.6% -$2,360 减仓
FTNT FORTINET INC $4,9160.00%32 28700.0% $4,302 加仓
HTHT H WORLD GROUP LTD $4,9230.00%118 -29-19.7% -$1,210 减仓
LEGN LEGEND BIOTECH CORP $4,9390.00%171 7578.1% $2,166 加仓
BIIB BIOGEN INC $4,9700.00%23 12109.1% $2,593 加仓
EDU NEW ORIENTAL ED & TECHNOLOGY $5,0050.00%109 70179.5% $3,214 加仓
— NXG CUSHING MIDSTREAM ENERGY $5,0090.00%100 00.0% — 不变
VST VISTRA CORP $5,0770.00%32 1477.8% $2,221 加仓
INDA ISHARES TR $5,0880.00%103 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $5,0880.00%43 2087.0% $2,367 加仓
— MEDALLION FINANCIAL CORP $5,1050.00%500 00.0% — 不变
ROST ROSS STORES INC $5,1090.00%24 12100.0% $2,554 加仓
CXT CRANE NXT CO $5,1160.00%100 00.0% — 不变
CMS CMS ENERGY CORP $5,1260.00%67 2871.8% $2,142 加仓
DJP BARCLAYS BANK PLC $5,1580.00%118 00.0% — 不变
DOW DOW HLDGS INC $5,1720.00%189 00.0% — 不变
SILJ AMPLIFY ETF TR $5,1840.00%200 00.0% — 不变
EQIX EQUINIX INC $5,2120.00%5 3150.0% $3,127 加仓
KVUE KENVUE INC $5,2180.00%273 5726.4% $1,089 加仓
RONB BARON ETF TR $5,2220.00%214 214— $5,222 新建仓
AWK AMERICAN WTR WKS CO INC NEW $5,2640.00%40 36900.0% $4,738 加仓
OKTA OKTA INC $5,3220.00%39 25.4% $273 加仓
SMH VANECK ETF TRUST $5,3490.00%8 00.0% — 不变
EPP ISHARES INC $5,3800.00%101 00.0% — 不变