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 |
|---|---|---|---|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | $5,415 | 0.00% | 16 | 7 | 77.8% | $2,369 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $5,490 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SSL | SASOL LTD | $5,490 | 0.00% | 559 | 183 | 48.7% | $1,797 | 加仓 |
| KR | KROGER CO | $5,498 | 0.00% | 99 | -19 | -16.1% | -$1,055 | 减仓 |
| ZS | ZSCALER INC | $5,505 | 0.00% | 39 | 2 | 5.4% | $282 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $5,516 | 0.00% | 55 | 41 | 292.9% | $4,112 | 加仓 |
| NRG | NRG ENERGY INC | $5,551 | 0.00% | 38 | -15 | -28.3% | -$2,191 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $5,558 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $5,596 | 0.00% | 35 | -2 | -5.4% | -$320 | 减仓 |
| LOGI | LOGITECH INTL S A | $5,643 | 0.00% | 60 | -3 | -4.8% | -$282 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $5,688 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $5,703 | 0.00% | 41 | 12 | 41.4% | $1,669 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $5,727 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $5,751 | 0.00% | 217 | 155 | 250.0% | $4,108 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $5,763 | 0.00% | 43 | 3 | 7.5% | $402 | 加仓 |
| DTCR | GLOBAL X FDS | $5,771 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $5,797 | 0.00% | 30 | 8 | 36.4% | $1,546 | 加仓 |
| — | SPROTT FDS TR | $5,808 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $5,823 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| BCH | BANCO DE CHILE | $5,845 | 0.00% | 147 | 93 | 172.2% | $3,698 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $5,861 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $5,863 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $5,877 | 0.00% | 160 | -529 | -76.8% | -$1.94万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5,951 | 0.00% | 126 | -124 | -49.6% | -$5,857 | 减仓 |
| RUM | RUM GROUP INC | $5,954 | 0.00% | 939 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $5,971 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $5,973 | 0.00% | 11 | 5 | 83.3% | $2,715 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $5,984 | 0.00% | 69 | 37 | 115.6% | $3,209 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $5,993 | 0.00% | 32 | 17 | 113.3% | $3,184 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $6,003 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $6,024 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $6,031 | 0.00% | 373 | 36 | 10.7% | $582 | 加仓 |
| PSO | PEARSON PLC | $6,039 | 0.00% | 380 | 61 | 19.1% | $969 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $6,128 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| TSSI | TSS INC DEL | $6,150 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $6,155 | 0.00% | 196 | 89 | 83.2% | $2,795 | 加仓 |
| EMBJ | EMBRAER S.A. | $6,189 | 0.00% | 97 | 76 | 361.9% | $4,849 | 加仓 |
| TS | TENARIS S A | $6,215 | 0.00% | 112 | 18 | 19.1% | $999 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $6,226 | 0.00% | 34 | 2 | 6.2% | $366 | 加仓 |
| FLR | FLUOR CORP | $6,235 | 0.00% | 119 | -11 | -8.5% | -$576 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $6,266 | 0.00% | 102 | 2 | 2.0% | $123 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $6,371 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $6,405 | 0.00% | 64 | 52 | 433.3% | $5,204 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $6,408 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $6,431 | 0.00% | 82 | 6 | 7.9% | $471 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,458 | 0.00% | 13 | 5 | 62.5% | $2,484 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $6,484 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| ALOY | REALLOYS INC | $6,503 | 0.00% | 450 | 450 | — | $6,503 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $6,516 | 0.00% | 25 | 8 | 47.1% | $2,085 | 加仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $6,552 | 0.00% | 562 | 341 | 154.3% | $3,976 | 加仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $6,570 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $6,582 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $6,615 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC | $6,660 | 0.00% | 500 | 500 | — | $6,660 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $6,674 | 0.00% | 269 | 110 | 69.2% | $2,729 | 加仓 |
| SYY | SYSCO CORP | $6,687 | 0.00% | 80 | 15 | 23.1% | $1,254 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA | $6,702 | 0.00% | 115 | 74 | 180.5% | $4,313 | 加仓 |
| RELX | RELX PLC | $6,810 | 0.00% | 215 | -238 | -52.5% | -$7,539 | 减仓 |
| BN | BROOKFIELD CORP | $6,857 | 0.00% | 161 | -4 | -2.4% | -$170 | 减仓 |
| GMAB | GENMAB A/S | $6,868 | 0.00% | 250 | -20 | -7.4% | -$549 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $6,898 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $6,907 | 0.00% | 154 | -99 | -39.1% | -$4,440 | 减仓 |
| GL | GLOBE LIFE INC | $6,969 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $6,992 | 0.00% | 74 | 14 | 23.3% | $1,323 | 加仓 |
| OLN | OLIN CORP | $6,993 | 0.00% | 353 | 353 | — | $6,993 | 新建仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $7,028 | 0.00% | 560 | 40 | 7.7% | $502 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $7,033 | 0.00% | 522 | 402 | 335.0% | $5,416 | 加仓 |
| INTU | INTUIT | $7,047 | 0.00% | 27 | -20 | -42.6% | -$5,220 | 减仓 |
| SSRM | SSR MINING IN | $7,070 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $7,075 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| AHRT | AH RLTY TR INC | $7,080 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $7,105 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INC | $7,175 | 0.00% | 137 | -24 | -14.9% | -$1,257 | 减仓 |
| PSEC | PROSPECT CAP CORP | $7,210 | 0.00% | 3,121 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $7,220 | 0.00% | 95 | 47 | 97.9% | $3,572 | 加仓 |
| KHC | KRAFT HEINZ CO | $7,227 | 0.00% | 306 | 35 | 12.9% | $827 | 加仓 |
| DEO | DIAGEO PLC | $7,235 | 0.00% | 90 | 40 | 80.0% | $3,216 | 加仓 |
| O | REALTY INCOME CORP | $7,325 | 0.00% | 118 | 48 | 68.6% | $2,980 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $7,354 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| OIH | VANECK ETF TRUST | $7,441 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $7,464 | 0.00% | 403 | 1 | 0.2% | $19 | 加仓 |
| EWU | ISHARES TR | $7,475 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $7,512 | 0.00% | 25 | 17 | 212.5% | $5,108 | 加仓 |
| PBI | PITNEY BOWES INC | $7,534 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $7,663 | 0.00% | 282 | 60 | 27.0% | $1,630 | 加仓 |
| RBA | RB GLOBAL INC | $7,686 | 0.00% | 66 | 31 | 88.6% | $3,610 | 加仓 |
| ETR | ENTERGY CORP NEW | $7,694 | 0.00% | 67 | 14 | 26.4% | $1,608 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $7,721 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $7,736 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $7,792 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $7,798 | 0.00% | 36 | 1 | 2.9% | $217 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7,806 | 0.00% | 17 | 2 | 13.3% | $918 | 加仓 |
| LIT | GLOBAL X FDS | $7,828 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $7,830 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $7,870 | 0.00% | 66 | 45 | 214.3% | $5,366 | 加仓 |
| UA | UNDER ARMOUR INC | $7,900 | 0.00% | 1,270 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW | $7,971 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $7,973 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $7,986 | 0.00% | 105 | 6 | 6.1% | $456 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $8,023 | 0.00% | 663 | 541 | 443.4% | $6,547 | 加仓 |