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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $36.56万 | 0.05% | 3,683 | -1,520 | -29.2% | -$15.09万 | 减仓 |
| — | HONEYWELL INTL INC | $36.45万 | 0.05% | 1,613 | 59 | 3.8% | $1.33万 | 加仓 |
| BE | BLOOM ENERGY CORP | $35.34万 | 0.04% | 2,608 | 24 | 0.9% | $3,252 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $34.93万 | 0.04% | 2,030 | 26 | 1.3% | $4,474 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $34.48万 | 0.04% | 999 | 2 | 0.2% | $690 | 加仓 |
| VHT | VANGUARD WORLD FD | $34.32万 | 0.04% | 1,260 | 2 | 0.2% | $545 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $34.16万 | 0.04% | 1,011 | 169 | 20.1% | $5.71万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $34.07万 | 0.04% | 294 | -79 | -21.2% | -$9.16万 | 减仓 |
| GLD | SPDR GOLD TR | $31.63万 | 0.04% | 735 | 145 | 24.6% | $6.24万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $31.57万 | 0.04% | 373 | 0 | 0.0% | — | 不变 |
| WSBC | WESBANCO INC | $31.48万 | 0.04% | 9,127 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $30.96万 | 0.04% | 1,137 | -493 | -30.2% | -$13.42万 | 减仓 |
| NFLX | NETFLIX INC. | $30.86万 | 0.04% | 3,210 | -513 | -13.8% | -$4.93万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.71万 | 0.04% | 6,117 | 10 | 0.2% | $502 | 加仓 |
| AME | AMETEK INC | $30.10万 | 0.04% | 1,404 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $29.81万 | 0.04% | 2,201 | -664 | -23.2% | -$8.99万 | 减仓 |
| IJR | ISHARES TR | $29.72万 | 0.04% | 2,391 | -1,037 | -30.3% | -$12.89万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.60万 | 0.04% | 1,094 | 19 | 1.8% | $5,141 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.40万 | 0.04% | 1,396 | 48 | 3.6% | $9,765 | 加仓 |
| KO | COCA COLA CO | $28.14万 | 0.04% | 3,698 | 124 | 3.5% | $9,437 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $26.93万 | 0.03% | 890 | -2 | -0.2% | -$605 | 减仓 |
| TRGP | TARGA RES CORP | $26.60万 | 0.03% | 1,061 | 52 | 5.2% | $1.30万 | 加仓 |
| GE | GE AEROSPACE | $26.55万 | 0.03% | 936 | 7 | 0.8% | $1,985 | 加仓 |
| CSCO | CISCO SYS INC | $26.16万 | 0.03% | 3,371 | -14 | -0.4% | -$1,086 | 减仓 |
| WMT | WALMART INC | $26.02万 | 0.03% | 2,094 | 159 | 8.2% | $1.98万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.54万 | 0.03% | 1,950 | 9 | 0.5% | $1,179 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $25.38万 | 0.03% | 5,429 | 2 | 0.0% | $93 | 加仓 |
| MCO | MOODYS CORP | $25.24万 | 0.03% | 579 | -185 | -24.2% | -$8.07万 | 减仓 |
| GEV | GE VERNOVA INC | $25.15万 | 0.03% | 288 | 25 | 9.5% | $2.18万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $24.53万 | 0.03% | 3,205 | -1,554 | -32.7% | -$11.89万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $24.38万 | 0.03% | 2,375 | 54 | 2.3% | $5,544 | 加仓 |
| TFC | TRUIST FINL CORP | $23.63万 | 0.03% | 5,141 | 35 | 0.7% | $1,609 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $23.33万 | 0.03% | 1,436 | -687 | -32.4% | -$11.16万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $22.96万 | 0.03% | 834 | 18 | 2.2% | $4,955 | 加仓 |
| INTC | INTEL CORP | $22.90万 | 0.03% | 5,188 | 1,001 | 23.9% | $4.42万 | 加仓 |
| ALL | ALLSTATE CORP | $22.77万 | 0.03% | 1,098 | 14 | 1.3% | $2,903 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $22.68万 | 0.03% | 2,351 | -93 | -3.8% | -$8,972 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.39万 | 0.03% | 1,708 | 9 | 0.5% | $1,180 | 加仓 |
| BAC | BANK AMERICA CORP | $22.23万 | 0.03% | 4,560 | 434 | 10.5% | $2.12万 | 加仓 |
| TXT | TEXTRON INC | $22.16万 | 0.03% | 2,531 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $21.69万 | 0.03% | 2,215 | -930 | -29.6% | -$9.11万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $21.32万 | 0.03% | 2,181 | 475 | 27.8% | $4.64万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $21.31万 | 0.03% | 1,425 | -55 | -3.7% | -$8,226 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.24万 | 0.03% | 2,577 | 522 | 25.4% | $4.30万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $20.81万 | 0.03% | 749 | -582 | -43.7% | -$16.17万 | 减仓 |
| QQQ | INVESCO QQQ TR | $20.79万 | 0.03% | 360 | 15 | 4.3% | $8,663 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $20.78万 | 0.03% | 2,621 | 904 | 52.6% | $7.17万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.66万 | 0.03% | 961 | 4 | 0.4% | $860 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $20.57万 | 0.03% | 1,217 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $19.90万 | 0.02% | 3,739 | 410 | 12.3% | $2.18万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $19.21万 | 0.02% | 2,068 | 162 | 8.5% | $1.50万 | 加仓 |
| NOW | SERVICENOW INC | $18.91万 | 0.02% | 1,809 | -1,371 | -43.1% | -$14.33万 | 减仓 |
| WM | WASTE MGMT INC DEL | $18.85万 | 0.02% | 820 | 7 | 0.9% | $1,609 | 加仓 |
| HSY | HERSHEY CO | $18.85万 | 0.02% | 907 | 3 | 0.3% | $623 | 加仓 |
| AFL | AFLAC INC | $18.80万 | 0.02% | 1,714 | 6 | 0.4% | $658 | 加仓 |
| MTB | M & T BK CORP | $18.44万 | 0.02% | 892 | 2 | 0.2% | $413 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $18.18万 | 0.02% | 419 | -211 | -33.5% | -$9.16万 | 减仓 |
| ECL | ECOLAB INC | $18.09万 | 0.02% | 680 | -407 | -37.4% | -$10.83万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $17.56万 | 0.02% | 2,867 | 29 | 1.0% | $1,777 | 加仓 |
| — | MCCORMICK & CO INC | $17.54万 | 0.02% | 3,482 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $17.53万 | 0.02% | 1,115 | -6 | -0.5% | -$943 | 减仓 |
| AZN | ASTRAZENECA PLC | $17.22万 | 0.02% | 873 | 873 | — | $17.22万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $16.86万 | 0.02% | 3,847 | 0 | 0.0% | — | 不变 |
| GLRE | GREENLIGHT CAP RE LTD | $16.83万 | 0.02% | 9,736 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $16.77万 | 0.02% | 7,662 | -4,728 | -38.2% | -$10.35万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $16.44万 | 0.02% | 513 | -462 | -47.4% | -$14.81万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $15.97万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $15.53万 | 0.02% | 1,073 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $15.51万 | 0.02% | 1,349 | 9 | 0.7% | $1,035 | 加仓 |
| CATH | GLOBAL X FDS | $15.45万 | 0.02% | 1,977 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $15.43万 | 0.02% | 2,049 | 41 | 2.0% | $3,088 | 加仓 |
| DIS | DISNEY WALT CO | $15.33万 | 0.02% | 1,591 | 22 | 1.4% | $2,120 | 加仓 |
| SLV | ISHARES SILVER TR | $15.17万 | 0.02% | 2,227 | 769 | 52.7% | $5.24万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $15.14万 | 0.02% | 647 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $15.08万 | 0.02% | 606 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $14.65万 | 0.02% | 260 | 11 | 4.4% | $6,196 | 加仓 |
| MET | METLIFE INC | $14.56万 | 0.02% | 2,058 | 14 | 0.7% | $990 | 加仓 |
| VFH | VANGUARD WORLD FD | $14.30万 | 0.02% | 1,184 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $14.30万 | 0.02% | 814 | -955 | -54.0% | -$16.78万 | 减仓 |
| SF | STIFEL FINL CORP | $13.78万 | 0.02% | 1,864 | -0 | -0.0% | -$37 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $13.54万 | 0.02% | 2,114 | 4 | 0.2% | $256 | 加仓 |
| MUB | ISHARES TR | $13.53万 | 0.02% | 1,275 | 1,254 | 5,971.4% | $13.31万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $13.53万 | 0.02% | 2,402 | -547 | -18.5% | -$3.08万 | 减仓 |
| AMGN | AMGEN INC | $13.16万 | 0.02% | 374 | 25 | 7.2% | $8,800 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $13.14万 | 0.02% | 1,037 | 13 | 1.3% | $1,647 | 加仓 |
| SLYG | SPDR SERIES TRUST | $13.08万 | 0.02% | 1,354 | -855 | -38.7% | -$8.26万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $12.99万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $12.84万 | 0.02% | 3,341 | 200 | 6.4% | $7,684 | 加仓 |
| FNB | F N B CORP | $12.83万 | 0.02% | 7,675 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $12.47万 | 0.02% | 392 | -4 | -1.0% | -$1,272 | 减仓 |
| MTG | MGIC INVT CORP WIS | $12.45万 | 0.02% | 4,744 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $12.44万 | 0.02% | 857 | -312 | -26.7% | -$4.53万 | 减仓 |
| MGK | VANGUARD WORLD FD | $12.38万 | 0.02% | 337 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $12.28万 | 0.02% | 2,535 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $12.27万 | 0.02% | 1,126 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $12.16万 | 0.02% | 1,967 | 210 | 12.0% | $1.30万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $12.09万 | 0.02% | 663 | 11 | 1.7% | $2,006 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $11.82万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $11.67万 | 0.01% | 1,344 | 62 | 4.8% | $5,385 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $11.67万 | 0.01% | 400 | 28 | 7.5% | $8,167 | 加仓 |