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 |
|---|---|---|---|---|---|---|---|---|
| NFG | NATIONAL FUEL GAS CO | $11.30万 | 0.01% | 1,203 | 12 | 1.0% | $1,128 | 加仓 |
| MSCI | MSCI INC | $11.27万 | 0.01% | 209 | -83 | -28.4% | -$4.47万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $10.97万 | 0.01% | 684 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $10.87万 | 0.01% | 318 | 79 | 33.1% | $2.70万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $10.76万 | 0.01% | 1,395 | 118 | 9.2% | $9,099 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $10.69万 | 0.01% | 2,390 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $10.66万 | 0.01% | 970 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $10.65万 | 0.01% | 961 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $10.64万 | 0.01% | 2,070 | 65 | 3.2% | $3,340 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $10.62万 | 0.01% | 1,461 | 58 | 4.1% | $4,217 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $10.60万 | 0.01% | 522 | 28 | 5.7% | $5,683 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $10.37万 | 0.01% | 2,322 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $10.36万 | 0.01% | 523 | 4 | 0.8% | $792 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $10.19万 | 0.01% | 5,960 | 67 | 1.1% | $1,146 | 加仓 |
| VUG | VANGUARD INDEX FDS | $10.13万 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $10.02万 | 0.01% | 2,002 | 4 | 0.2% | $200 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $10.02万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $9.98万 | 0.01% | 1,646 | -1,104 | -40.1% | -$6.70万 | 减仓 |
| ESGU | ISHARES TR | $9.96万 | 0.01% | 704 | 704 | — | $9.96万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $9.54万 | 0.01% | 497 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $9.45万 | 0.01% | 1,188 | 130 | 12.3% | $1.03万 | 加仓 |
| COP | CONOCOPHILLIPS | $9.45万 | 0.01% | 716 | -183 | -20.4% | -$2.42万 | 减仓 |
| SPGI | S&P GLOBAL INC | $9.44万 | 0.01% | 222 | -499 | -69.2% | -$21.22万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $9.41万 | 0.01% | 708 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $9.33万 | 0.01% | 239 | 4 | 1.7% | $1,562 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $9.26万 | 0.01% | 271 | -395 | -59.3% | -$13.50万 | 减仓 |
| EFG | ISHARES TR | $9.24万 | 0.01% | 830 | 385 | 86.5% | $4.29万 | 加仓 |
| PSIX | POWER SOLUTIONS INTL INC | $9.16万 | 0.01% | 1,505 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $9.11万 | 0.01% | 1,380 | 1,063 | 335.3% | $7.02万 | 加仓 |
| BA | BOEING CO | $9.08万 | 0.01% | 456 | 19 | 4.3% | $3,783 | 加仓 |
| MGC | VANGUARD WORLD FD | $8.93万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $8.88万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $8.68万 | 0.01% | 2,614 | -3,938 | -60.1% | -$13.07万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $8.65万 | 0.01% | 1,518 | -2,298 | -60.2% | -$13.10万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $8.65万 | 0.01% | 1,122 | -316 | -22.0% | -$2.44万 | 减仓 |
| ILTB | ISHARES TR | $8.59万 | 0.01% | 1,755 | 14 | 0.8% | $686 | 加仓 |
| NUE | NUCOR CORP | $8.47万 | 0.01% | 501 | -200 | -28.5% | -$3.38万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $8.41万 | 0.01% | 3,061 | 56 | 1.9% | $1,538 | 加仓 |
| IUSV | ISHARES TR | $8.36万 | 0.01% | 818 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $8.34万 | 0.01% | 483 | 46 | 10.5% | $7,939 | 加仓 |
| QCOM | QUALCOMM INC | $8.29万 | 0.01% | 644 | -101 | -13.6% | -$1.30万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $8.23万 | 0.01% | 415 | -5 | -1.2% | -$991 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $8.20万 | 0.01% | 2,413 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $8.19万 | 0.01% | 708 | 64 | 9.9% | $7,406 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $7.87万 | 0.01% | 973 | -173 | -15.1% | -$1.40万 | 减仓 |
| XEL | XCEL ENERGY INC | $7.86万 | 0.01% | 990 | 8 | 0.8% | $635 | 加仓 |
| APH | AMPHENOL CORP | $7.77万 | 0.01% | 615 | 585 | 1,950.0% | $7.39万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $7.70万 | 0.01% | 225 | -339 | -60.1% | -$11.61万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $7.58万 | 0.01% | 329 | 14 | 4.4% | $3,226 | 加仓 |
| ARGX | ARGENX SE | $7.52万 | 0.01% | 103 | 1 | 1.0% | $730 | 加仓 |
| CI | THE CIGNA GROUP | $7.50万 | 0.01% | 281 | -132 | -32.0% | -$3.52万 | 减仓 |
| GOVT | ISHARES TR | $7.49万 | 0.01% | 3,270 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $7.45万 | 0.01% | 1,418 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $7.45万 | 0.01% | 978 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS | $7.38万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $7.37万 | 0.01% | 3,019 | 3,019 | — | $7.37万 | 新建仓 |
| NVS | NOVARTIS AG | $7.36万 | 0.01% | 482 | 328 | 213.0% | $5.01万 | 加仓 |
| ETN | EATON CORP PLC | $7.33万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $7.33万 | 0.01% | 2,401 | 1,871 | 353.0% | $5.71万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $7.23万 | 0.01% | 552 | -98 | -15.1% | -$1.28万 | 减仓 |
| SNPS | SYNOPSYS INC | $7.22万 | 0.01% | 182 | -301 | -62.3% | -$11.93万 | 减仓 |
| IMKTA | INGLES MKTS INC | $7.19万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $7.18万 | 0.01% | 462 | 2 | 0.4% | $311 | 加仓 |
| APP | APPLOVIN CORP | $7.12万 | 0.01% | 179 | 6 | 3.5% | $2,388 | 加仓 |
| NMAX | NEWSMAX INC | $7.12万 | 0.01% | 13,640 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $7.04万 | 0.01% | 779 | -92 | -10.6% | -$8,316 | 减仓 |
| IWD | ISHARES TR | $7.03万 | 0.01% | 329 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $7.00万 | 0.01% | 296 | 202 | 214.9% | $4.78万 | 加仓 |
| CSGP | COSTAR GROUP INC | $7.00万 | 0.01% | 1,734 | -1,626 | -48.4% | -$6.56万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $6.95万 | 0.01% | 566 | -39 | -6.4% | -$4,788 | 减仓 |
| IVW | ISHARES TR | $6.93万 | 0.01% | 613 | 236 | 62.6% | $2.67万 | 加仓 |
| CMI | CUMMINS INC | $6.83万 | 0.01% | 127 | 2 | 1.6% | $1,076 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $6.82万 | 0.01% | 757 | -9 | -1.2% | -$811 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $6.80万 | 0.01% | 542 | 14 | 2.7% | $1,756 | 加仓 |
| IUSG | ISHARES TR | $6.79万 | 0.01% | 438 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $6.79万 | 0.01% | 80 | -38 | -32.2% | -$3.23万 | 减仓 |
| EFV | ISHARES TR | $6.73万 | 0.01% | 905 | 851 | 1,575.9% | $6.33万 | 重新持有 |
| IVE | ISHARES TR | $6.67万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $6.67万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $6.63万 | 0.01% | 401 | 60 | 17.6% | $9,922 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $6.63万 | 0.01% | 498 | -753 | -60.2% | -$10.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6.63万 | 0.01% | 102 | 27 | 36.0% | $1.75万 | 加仓 |
| VLTO | VERALTO CORP | $6.42万 | 0.01% | 726 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $6.38万 | 0.01% | 268 | 13 | 5.1% | $3,097 | 加仓 |
| F | FORD MTR CO | $6.37万 | 0.01% | 5,517 | 416 | 8.2% | $4,800 | 加仓 |
| TXN | TEXAS INSTRS INC | $6.33万 | 0.01% | 326 | -1,180 | -78.4% | -$22.91万 | 减仓 |
| LASR | NLIGHT INC | $6.27万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $6.25万 | 0.01% | 2,226 | 383 | 20.8% | $1.08万 | 加仓 |
| QLD | PROSHARES TR | $6.23万 | 0.01% | 1,021 | -46 | -4.3% | -$2,805 | 减仓 |
| SYK | STRYKER CORPORATION | $6.21万 | 0.01% | 189 | 145 | 329.5% | $4.76万 | 加仓 |
| TECH | BIO-TECHNE CORP | $6.14万 | 0.01% | 1,174 | -1,798 | -60.5% | -$9.40万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $6.13万 | 0.01% | 5,330 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $6.12万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $6.11万 | 0.01% | 354 | -8 | -2.2% | -$1,381 | 减仓 |
| DCO | DUCOMMUN INC DEL | $6.10万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $6.01万 | 0.01% | 1,265 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $5.93万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $5.93万 | 0.01% | 668 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $5.86万 | 0.01% | 688 | 40 | 6.2% | $3,409 | 加仓 |
| GLW | CORNING INC | $5.83万 | 0.01% | 429 | 104 | 32.0% | $1.41万 | 加仓 |