FINANCIAL CONSULATE, INC
HUNT VALLEY MD · SEC CIK 0001624510
$8.03亿2026Q1 申报市值
1,402持仓数
64.5%前十大占比 · 第一大 16.6%
148 / 88新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SHV 新建仓+$3,628.70万
SHY 新建仓+$2,669.30万
MFUS 加仓+$1,094.04万
PULS 加仓+$822.24万
VTIP 加仓+$740.98万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$1,170.05万
PENNYMAC CORP 清仓-$95.46万
SUMMIT HOTEL PPT 清仓-$59.50万
BANDWIDTH INC 减仓-$44.50万
EXXON MOBIL CORP 减仓-$34.32万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | PHARMACYTE BIOTECH INC | $2 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | PENNYMAC CORP | $0 | 0.00% | 0 | -932,000 | -100.0% | -$95.46万 | 清仓 |
| — | SUMMIT HOTEL PPTYS | $0 | 0.00% | 0 | -599,000 | -100.0% | -$59.50万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -1,014 | -100.0% | -$27.90万 | 清仓 |
| — | MARRIOTT VACATIONS WORLDWIDE | $0 | 0.00% | 0 | -170,000 | -100.0% | -$16.82万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -810 | -100.0% | -$14.90万 | 清仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,241 | -100.0% | -$13.78万 | 清仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,344 | -100.0% | -$13.14万 | 清仓 |
| XFFCX | FLAHERTY & CRUMRINE PFD SECS | $0 | 0.00% | 0 | -6,146 | -100.0% | -$10.15万 | 清仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -636 | -100.0% | -$7.71万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -225 | -100.0% | -$7.27万 | 清仓 |
| — | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -68,000 | -100.0% | -$6.69万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$4.46万 | 清仓 |
| ELMD | ELECTROMED INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$4.37万 | 清仓 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -575 | -100.0% | -$3.98万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -1,434 | -100.0% | -$2.78万 | 清仓 |
| — | NIAGEN BIOSCIENCE INC | $0 | 0.00% | 0 | -3,511 | -100.0% | -$2.23万 | 清仓 |
| GSEW | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -240 | -100.0% | -$2.04万 | 清仓 |
| PML | PIMCO MUN INCOME FD II | $0 | 0.00% | 0 | -2,446 | -100.0% | -$1.84万 | 清仓 |
| KLIC | KULICKE & SOFFA INDS INC | $0 | 0.00% | 0 | -400 | -100.0% | -$1.82万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -500 | -100.0% | -$1.60万 | 清仓 |
| PFFD | GLOBAL X FDS | $0 | 0.00% | 0 | -720 | -100.0% | -$1.36万 | 清仓 |
| ARIS | ARIS MNG CORP | $0 | 0.00% | 0 | -750 | -100.0% | -$1.22万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -500 | -100.0% | -$1.18万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -250 | -100.0% | -$1.15万 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -595 | -100.0% | -$1.05万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -5,359 | -100.0% | -$1.05万 | 清仓 |
| ASM | AVINO SILVER & GOLD MINES LT | $0 | 0.00% | 0 | -1,500 | -100.0% | -$9,315 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -500 | -100.0% | -$7,470 | 清仓 |
| SCHY | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -250 | -100.0% | -$7,455 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -153 | -100.0% | -$6,881 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -64 | -100.0% | -$6,500 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -20 | -100.0% | -$5,046 | 清仓 |
| WPP | WPP PLC NEW | $0 | 0.00% | 0 | -181 | -100.0% | -$4,066 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -886 | -100.0% | -$3,589 | 清仓 |
| UDR | UDR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -31 | -100.0% | -$2,144 | 清仓 |
| — | MICROVAST HOLDINGS INC | $0 | 0.00% | 0 | -750 | -100.0% | -$2,100 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -44 | -100.0% | -$2,059 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -28 | -100.0% | -$2,005 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -23 | -100.0% | -$2,000 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,995 | 清仓 |
| PAGP | PLAINS GP HLDGS L P | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POOL | POOL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AON | AON PLC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,765 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -5 | -100.0% | -$1,116 | 清仓 |
| TXNM | TXNM ENERGY INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1,060 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -60 | -100.0% | -$1,039 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,025 | 清仓 |
| PII | POLARIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -18 | -100.0% | -$943 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -31 | -100.0% | -$938 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$751 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -10 | -100.0% | -$675 | 清仓 |
| — | DULUTH HLDGS INC | $0 | 0.00% | 0 | -300 | -100.0% | -$624 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$623 | 清仓 |
| AVA | AVISTA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KBH | KB HOME | $0 | 0.00% | 0 | -10 | -100.0% | -$565 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGTX | MEIRAGTX HLDGS PLC | $0 | 0.00% | 0 | -70 | -100.0% | -$557 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$556 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OGS | ONE GAS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$541 | 清仓 |
| — | BROOKFIELD BUSINESS CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$539 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NWN | NORTHWEST NAT HLDG CO | $0 | 0.00% | 0 | -11 | -100.0% | -$515 | 清仓 |
| IRT | INDEPENDENCE RLTY TR INC | $0 | 0.00% | 0 | -29 | -100.0% | -$507 | 清仓 |
| SIGI | SELECTIVE INS GROUP INC | $0 | 0.00% | 0 | -6 | -100.0% | -$503 | 清仓 |
| PMT | PENNYMAC MTG INVT TR | $0 | 0.00% | 0 | -39 | -100.0% | -$490 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APLE | APPLE HOSPITALITY REIT INC | $0 | 0.00% | 0 | -41 | -100.0% | -$486 | 清仓 |
| PB | PROSPERITY BANCSHARES INC | $0 | 0.00% | 0 | -7 | -100.0% | -$484 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -3 | -100.0% | -$482 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -22 | -100.0% | -$477 | 清仓 |
| JACK | JACK IN THE BOX INC | $0 | 0.00% | 0 | -25 | -100.0% | -$474 | 清仓 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -33 | -100.0% | -$468 | 清仓 |
| DEI | DOUGLAS EMMETT INC | $0 | 0.00% | 0 | -42 | -100.0% | -$462 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$459 | 清仓 |
| CVI | CVR ENERGY INC | $0 | 0.00% | 0 | -18 | -100.0% | -$458 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -12 | -100.0% | -$457 | 清仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $0 | 0.00% | 0 | -55 | -100.0% | -$453 | 清仓 |
| GCMG | GCM GROSVENOR INC | $0 | 0.00% | 0 | -39 | -100.0% | -$442 | 清仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $0 | 0.00% | 0 | -13 | -100.0% | -$434 | 清仓 |
| PK | PARK HOTELS & RESORTS INC | $0 | 0.00% | 0 | -41 | -100.0% | -$429 | 清仓 |
| JBGS | JBG SMITH PPTYS | $0 | 0.00% | 0 | -25 | -100.0% | -$426 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SFNC | SIMMONS 1ST NATL CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$415 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$399 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -34 | -100.0% | -$390 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$375 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$336 | 清仓 |