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 |
|---|---|---|---|---|---|---|---|---|
| LVHI | LEGG MASON ETF INVT | $3,207 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $3,216 | 0.00% | 9 | 7 | 350.0% | $2,501 | 加仓 |
| TDV | PROSHARES TR | $3,223 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $3,253 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $3,255 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $3,303 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| AIPO | TIDAL TRUST II | $3,308 | 0.00% | 99 | 99 | — | $3,308 | 新建仓 |
| BRKR | BRUKER CORP | $3,321 | 0.00% | 55 | 12 | 27.9% | $725 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $3,336 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $3,371 | 0.00% | 117 | -39 | -25.0% | -$1,124 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3,434 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $3,441 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $3,442 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $3,442 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $3,442 | 0.00% | 35 | 26 | 288.9% | $2,557 | 加仓 |
| BEKE | KE HLDGS INC | $3,444 | 0.00% | 237 | -261 | -52.4% | -$3,793 | 减仓 |
| SPSM | SPDR SERIES TRUST | $3,461 | 0.00% | 60 | -58 | -49.2% | -$3,346 | 减仓 |
| PCG | PG&E CORP | $3,467 | 0.00% | 206 | 135 | 190.1% | $2,272 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3,482 | 0.00% | 40 | 3 | 8.1% | $261 | 加仓 |
| JD | JD.COM INC | $3,491 | 0.00% | 137 | -171 | -55.5% | -$4,357 | 减仓 |
| BG | BUNGE GLOBAL SA | $3,523 | 0.00% | 33 | -9 | -21.4% | -$961 | 减仓 |
| GFI | GOLD FIELDS LTD | $3,527 | 0.00% | 105 | -12 | -10.3% | -$403 | 减仓 |
| ES | EVERSOURCE ENERGY | $3,542 | 0.00% | 49 | -1 | -2.0% | -$72 | 减仓 |
| KSS | KOHLS CORP | $3,544 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $3,548 | 0.00% | 109 | 70 | 179.5% | $2,279 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $3,562 | 0.00% | 32 | -4 | -11.1% | -$445 | 减仓 |
| DHI | D R HORTON INC | $3,584 | 0.00% | 22 | 4 | 22.2% | $652 | 加仓 |
| IQLT | ISHARES TR | $3,618 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $3,623 | 0.00% | 32 | -5 | -13.5% | -$566 | 减仓 |
| FE | FIRSTENERGY CORP | $3,661 | 0.00% | 77 | 7 | 10.0% | $333 | 加仓 |
| RAL | RALLIANT CORP | $3,682 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,685 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC | $3,706 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3,713 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $3,717 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $3,737 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ALRM | ALARM COM HLDGS INC | $3,738 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $3,750 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $3,752 | 0.00% | 18 | 17 | 1,700.0% | $3,544 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $3,767 | 0.00% | 51 | 51 | — | $3,767 | 新建仓 |
| BOTZ | GLOBAL X FDS | $3,794 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $3,858 | 0.00% | 50 | -4 | -7.4% | -$309 | 减仓 |
| MGA | MAGNA INTL INC | $3,874 | 0.00% | 59 | -10 | -14.5% | -$657 | 减仓 |
| TMQ | TRILOGY METALS INC NEW | $3,879 | 0.00% | 1,105 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $3,894 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $3,925 | 0.00% | 7 | 6 | 600.0% | $3,364 | 加仓 |
| NWG | NATWEST GROUP PLC | $3,950 | 0.00% | 224 | 56 | 33.3% | $988 | 加仓 |
| FIX | COMFORT SYS USA INC | $3,964 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $3,988 | 0.00% | 275 | -1,000 | -78.4% | -$1.45万 | 减仓 |
| OIS | OIL STS INTL INC | $4,005 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $4,082 | 0.00% | 3 | 1 | 50.0% | $1,361 | 加仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $4,095 | 0.00% | 46 | 46 | — | $4,095 | 新建仓 |
| CARS | CARS COM INC | $4,114 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $4,256 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LTD | $4,275 | 0.00% | 15 | 9 | 150.0% | $2,565 | 加仓 |
| DAL | DELTA AIR LINES INC | $4,309 | 0.00% | 46 | 6 | 15.0% | $562 | 加仓 |
| PWR | QUANTA SVCS INC | $4,321 | 0.00% | 6 | 2 | 50.0% | $1,440 | 加仓 |
| ADI | ANALOG DEVICES INC | $4,369 | 0.00% | 11 | 2 | 22.2% | $794 | 加仓 |
| FLEX | FLEX LTD | $4,376 | 0.00% | 27 | 2 | 8.0% | $324 | 加仓 |
| CLS | CELESTICA INC | $4,378 | 0.00% | 12 | 1 | 9.1% | $365 | 加仓 |
| TRP | TC ENERGY CORP | $4,384 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| PACK | RANPAK HOLDINGS CORP | $4,386 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | CANARY XRP ETF | $4,410 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| HMY | HARMONY GOLD MNG LTD | $4,427 | 0.00% | 291 | 183 | 169.4% | $2,784 | 加仓 |
| MAIN | MAIN STR CAP CORP | $4,462 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $4,522 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES CORP | $4,568 | 0.00% | 220 | 200 | 1,000.0% | $4,153 | 加仓 |
| WSO | WATSCO INC | $4,585 | 0.00% | 11 | -4 | -26.7% | -$1,667 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $4,588 | 0.00% | 206 | 196 | 1,960.0% | $4,365 | 重新持有 |
| — | ISHARES ETHEREUM TR | $4,638 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $4,672 | 0.00% | 352 | -794 | -69.3% | -$1.05万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $4,743 | 0.00% | 52 | 48 | 1,200.0% | $4,378 | 加仓 |
| EVRG | EVERGY INC | $4,754 | 0.00% | 55 | 3 | 5.8% | $259 | 加仓 |
| CASY | CASEYS GEN STORES INC | $4,769 | 0.00% | 6 | 6 | — | $4,769 | 新建仓 |
| IE | IVANHOE ELECTRIC INC | $4,805 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $4,839 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $4,880 | 0.00% | 182 | -88 | -32.6% | -$2,360 | 减仓 |
| FTNT | FORTINET INC | $4,916 | 0.00% | 32 | 28 | 700.0% | $4,302 | 加仓 |
| HTHT | H WORLD GROUP LTD | $4,923 | 0.00% | 118 | -29 | -19.7% | -$1,210 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $4,939 | 0.00% | 171 | 75 | 78.1% | $2,166 | 加仓 |
| BIIB | BIOGEN INC | $4,970 | 0.00% | 23 | 12 | 109.1% | $2,593 | 加仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $5,005 | 0.00% | 109 | 70 | 179.5% | $3,214 | 加仓 |
| — | NXG CUSHING MIDSTREAM ENERGY | $5,009 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $5,077 | 0.00% | 32 | 14 | 77.8% | $2,221 | 加仓 |
| INDA | ISHARES TR | $5,088 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $5,088 | 0.00% | 43 | 20 | 87.0% | $2,367 | 加仓 |
| — | MEDALLION FINANCIAL CORP | $5,105 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $5,109 | 0.00% | 24 | 12 | 100.0% | $2,554 | 加仓 |
| CXT | CRANE NXT CO | $5,116 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $5,126 | 0.00% | 67 | 28 | 71.8% | $2,142 | 加仓 |
| DJP | BARCLAYS BANK PLC | $5,158 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $5,172 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $5,184 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $5,212 | 0.00% | 5 | 3 | 150.0% | $3,127 | 加仓 |
| KVUE | KENVUE INC | $5,218 | 0.00% | 273 | 57 | 26.4% | $1,089 | 加仓 |
| RONB | BARON ETF TR | $5,222 | 0.00% | 214 | 214 | — | $5,222 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $5,264 | 0.00% | 40 | 36 | 900.0% | $4,738 | 加仓 |
| OKTA | OKTA INC | $5,322 | 0.00% | 39 | 2 | 5.4% | $273 | 加仓 |
| SMH | VANECK ETF TRUST | $5,349 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $5,380 | 0.00% | 101 | 0 | 0.0% | — | 不变 |