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
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SCHF 加仓+$190.51万
2026Q2 卖出最多 按季末市值估算
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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 |
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | $38.23万 | 0.04% | 287 | -7 | -2.4% | -$9,324 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $37.75万 | 0.04% | 373 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $36.60万 | 0.04% | 2,196 | -14 | -0.6% | -$2,333 | 减仓 |
| AGG | ISHARES TR | $36.45万 | 0.04% | 3,683 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $35.91万 | 0.04% | 2,061 | 31 | 1.5% | $5,401 | 加仓 |
| WSBC | WESBANCO INC | $35.62万 | 0.04% | 9,127 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $35.41万 | 0.04% | 2,388 | -3 | -0.1% | -$445 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $35.28万 | 0.04% | 4,889 | -528 | -9.7% | -$3.81万 | 减仓 |
| GE | GE AEROSPACE | $35.15万 | 0.04% | 941 | 5 | 0.5% | $1,868 | 加仓 |
| T | AT&T INC | $34.97万 | 0.04% | 16,894 | -533 | -3.1% | -$1.10万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $34.68万 | 0.04% | 5,431 | 2 | 0.0% | $128 | 加仓 |
| AME | AMETEK INC | $34.09万 | 0.04% | 1,409 | 5 | 0.4% | $1,210 | 加仓 |
| EGY | VAALCO ENERGY INC | $33.99万 | 0.04% | 66,900 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $33.98万 | 0.04% | 289 | 1 | 0.3% | $1,176 | 加仓 |
| KO | COCA COLA CO | $33.53万 | 0.04% | 4,123 | 425 | 11.5% | $3.46万 | 加仓 |
| COR | CENCORA INC | $33.11万 | 0.04% | 1,170 | -7 | -0.6% | -$1,981 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $33.05万 | 0.04% | 2,857 | 676 | 31.0% | $7.82万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $32.61万 | 0.04% | 820 | -15 | -1.8% | -$5,965 | 减仓 |
| VMC | VULCAN MATLS CO | $30.89万 | 0.03% | 1,047 | -90 | -7.9% | -$2.66万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $30.82万 | 0.03% | 3,481 | 904 | 35.1% | $8.00万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $30.52万 | 0.03% | 902 | 12 | 1.3% | $4,061 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $29.03万 | 0.03% | 999 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $28.53万 | 0.03% | 1,064 | 3 | 0.3% | $804 | 加仓 |
| GLD | SPDR GOLD TR | $28.00万 | 0.03% | 760 | 25 | 3.4% | $9,210 | 加仓 |
| SPYM | SPDR SERIES TRUST | $27.85万 | 0.03% | 3,169 | -36 | -1.1% | -$3,163 | 减仓 |
| INTC | INTEL CORP | $27.18万 | 0.03% | 1,947 | -3,241 | -62.5% | -$45.25万 | 减仓 |
| CBRE | CBRE GROUP INC | $27.17万 | 0.03% | 2,017 | -184 | -8.4% | -$2.48万 | 减仓 |
| BAC | BANK OF AMER CORP | $27.02万 | 0.03% | 4,741 | 181 | 4.0% | $1.03万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $26.81万 | 0.03% | 1,708 | 1,708 | — | $26.81万 | 新建仓 |
| ALL | ALLSTATE CORP | $26.79万 | 0.03% | 1,126 | 28 | 2.6% | $6,662 | 加仓 |
| QQQ | INVESCO QQQ TR | $26.53万 | 0.03% | 360 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $26.25万 | 0.03% | 5,269 | 128 | 2.5% | $6,377 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $26.09万 | 0.03% | 2,061 | 111 | 5.7% | $1.41万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.05万 | 0.03% | 694 | -55 | -7.3% | -$2.06万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $25.27万 | 0.03% | 2,302 | -49 | -2.1% | -$5,379 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $24.89万 | 0.03% | 730 | 46 | 6.7% | $1.57万 | 加仓 |
| MCO | MOODYS CORP | $24.80万 | 0.03% | 548 | -31 | -5.4% | -$1.40万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.16万 | 0.03% | 5,707 | -410 | -6.7% | -$1.74万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $24.01万 | 0.03% | 1,755 | 47 | 2.8% | $6,429 | 加仓 |
| AMAT | APPLIED MATLS INC | $23.93万 | 0.03% | 331 | 13 | 4.1% | $9,399 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $23.35万 | 0.03% | 2,955 | 334 | 12.7% | $2.64万 | 加仓 |
| TXT | TEXTRON INC | $23.27万 | 0.03% | 2,537 | 6 | 0.2% | $550 | 加仓 |
| DDOG | DATADOG INC | $23.25万 | 0.03% | 893 | 691 | 342.1% | $17.99万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $22.89万 | 0.03% | 2,523 | 148 | 6.2% | $1.34万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.82万 | 0.03% | 964 | 3 | 0.3% | $710 | 加仓 |
| NFLX | NETFLIX INC. | $22.17万 | 0.02% | 3,105 | -105 | -3.3% | -$7,497 | 减仓 |
| WMT | WALMART INC | $21.72万 | 0.02% | 1,918 | -176 | -8.4% | -$1.99万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $21.53万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $21.29万 | 0.02% | 895 | 3 | 0.3% | $714 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $20.55万 | 0.02% | 1,233 | -203 | -14.1% | -$3.38万 | 减仓 |
| AFL | AFLAC INC | $20.12万 | 0.02% | 1,716 | 2 | 0.1% | $234 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $19.95万 | 0.02% | 7,808 | 146 | 1.9% | $3,731 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $19.77万 | 0.02% | 747 | 100 | 15.5% | $2.65万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $19.59万 | 0.02% | 1,592 | 167 | 11.7% | $2.05万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $19.58万 | 0.02% | 800 | -417 | -34.3% | -$10.21万 | 减仓 |
| IJT | ISHARES TR | $19.16万 | 0.02% | 1,073 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $19.05万 | 0.02% | 3,582 | -157 | -4.2% | -$8,348 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $18.85万 | 0.02% | 247 | 8 | 3.3% | $6,105 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $18.77万 | 0.02% | 452 | 33 | 7.9% | $1.37万 | 加仓 |
| MET | METLIFE INC | $18.53万 | 0.02% | 2,190 | 132 | 6.4% | $1.12万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $18.51万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $18.45万 | 0.02% | 852 | 396 | 86.8% | $8.57万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $18.34万 | 0.02% | 3,847 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $18.31万 | 0.02% | 821 | 1 | 0.1% | $223 | 加仓 |
| HON | HONEYWELL INTL INC | $18.27万 | 0.02% | 816 | -797 | -49.4% | -$17.85万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $18.25万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $17.95万 | 0.02% | 812 | 812 | — | $17.95万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $17.75万 | 0.02% | 2,022 | -46 | -2.2% | -$4,038 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $17.66万 | 0.02% | 2,408 | 6 | 0.2% | $440 | 加仓 |
| IWY | ISHARES TR | $17.61万 | 0.02% | 606 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $17.61万 | 0.02% | 632 | -48 | -7.1% | -$1.34万 | 减仓 |
| — | MCCORMICK & CO INC | $17.58万 | 0.02% | 3,482 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $17.50万 | 0.02% | 1,977 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $17.22万 | 0.02% | 1,447 | -768 | -34.7% | -$9.14万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $17.17万 | 0.02% | 577 | 125 | 27.7% | $3.72万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $16.93万 | 0.02% | 1,119 | 4 | 0.4% | $605 | 加仓 |
| DE | DEERE & CO | $16.68万 | 0.02% | 263 | 3 | 1.2% | $1,903 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $16.54万 | 0.02% | 521 | -313 | -37.5% | -$9.94万 | 减仓 |
| AZN | ASTRAZENECA PLC | $16.50万 | 0.02% | 870 | -3 | -0.3% | -$569 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $16.34万 | 0.02% | 1,048 | 11 | 1.1% | $1,715 | 加仓 |
| SLYG | SPDR SERIES TRUST | $16.13万 | 0.02% | 1,354 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $16.12万 | 0.02% | 445 | 71 | 19.0% | $2.57万 | 加仓 |
| HSY | HERSHEY CO | $16.08万 | 0.02% | 916 | 9 | 1.0% | $1,580 | 加仓 |
| GLRE | GREENLIGHT CAP RE LTD | $15.75万 | 0.02% | 9,736 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $15.58万 | 0.02% | 1,184 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $15.33万 | 0.02% | 1,593 | 2 | 0.1% | $192 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $15.23万 | 0.02% | 2,868 | 1 | 0.0% | $53 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $15.13万 | 0.02% | 2,124 | 10 | 0.5% | $712 | 加仓 |
| OMC | OMNICOM GROUP INC | $14.92万 | 0.02% | 2,048 | -1 | -0.0% | -$73 | 减仓 |
| MGK | VANGUARD WORLD FD | $14.81万 | 0.02% | 1,685 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $14.70万 | 0.02% | 1,249 | -100 | -7.4% | -$1.18万 | 减仓 |
| FNB | F N B CORP | $14.64万 | 0.02% | 7,675 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $14.52万 | 0.02% | 1,698 | 303 | 21.7% | $2.59万 | 加仓 |
| OEF | ISHARES TR | $14.34万 | 0.02% | 392 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $14.07万 | 0.02% | 326 | -5 | -1.5% | -$2,158 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $13.95万 | 0.02% | 2,535 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $13.63万 | 0.02% | 1,996 | 29 | 1.5% | $1,980 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $13.57万 | 0.02% | 411 | 11 | 2.8% | $3,631 | 加仓 |
| MUB | ISHARES TR | $13.50万 | 0.02% | 1,254 | -21 | -1.6% | -$2,260 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $13.49万 | 0.02% | 708 | 0 | 0.0% | — | 不变 |