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 |
|---|---|---|---|---|---|---|---|---|
| UHAL/B | U HAUL HOLDING COMPANY | $13.40万 | 0.01% | 2,322 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $13.38万 | 0.01% | 4,744 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $13.18万 | 0.01% | 657 | -6 | -0.9% | -$1,203 | 减仓 |
| SF | STIFEL FINL CORP | $13.01万 | 0.01% | 1,864 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $12.93万 | 0.01% | 2,288 | 870 | 61.4% | $4.92万 | 加仓 |
| QCOM | QUALCOMM INC | $12.70万 | 0.01% | 687 | 43 | 6.7% | $7,946 | 加仓 |
| NOW | SERVICENOW INC | $12.68万 | 0.01% | 1,277 | -532 | -29.4% | -$5.28万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $12.63万 | 0.01% | 2,390 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $12.28万 | 0.01% | 1,126 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $12.13万 | 0.01% | 1,340 | -4 | -0.3% | -$362 | 减仓 |
| VUG | VANGUARD INDEX FDS | $11.99万 | 0.01% | 1,392 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $11.91万 | 0.01% | 2,227 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $11.73万 | 0.01% | 297 | 29 | 10.8% | $1.15万 | 加仓 |
| CMI | CUMMINS INC | $11.70万 | 0.01% | 164 | 37 | 29.1% | $2.64万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $11.60万 | 0.01% | 1,518 | 57 | 3.9% | $4,356 | 加仓 |
| ESGU | ISHARES TR | $11.52万 | 0.01% | 704 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $11.30万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $11.29万 | 0.01% | 13,640 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $11.29万 | 0.01% | 442 | 13 | 3.0% | $3,321 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $11.22万 | 0.01% | 3,370 | 29 | 0.9% | $965 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $11.19万 | 0.01% | 325 | -188 | -36.6% | -$6.47万 | 减仓 |
| NUE | NUCOR CORP | $11.18万 | 0.01% | 502 | 1 | 0.2% | $223 | 加仓 |
| EFA | ISHARES TR | $11.12万 | 0.01% | 1,070 | 1,070 | — | $11.12万 | 新建仓 |
| IAGG | ISHARES TR | $10.99万 | 0.01% | 2,171 | 169 | 8.4% | $8,552 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $10.98万 | 0.01% | 516 | 19 | 3.8% | $4,043 | 加仓 |
| AEE | AMEREN CORP | $10.96万 | 0.01% | 970 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $10.92万 | 0.01% | 1,516 | 136 | 9.9% | $9,796 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $10.84万 | 0.01% | 145 | 43 | 42.2% | $3.22万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $10.79万 | 0.01% | 6,026 | 66 | 1.1% | $1,182 | 加仓 |
| MSCI | MSCI INC | $10.75万 | 0.01% | 192 | -17 | -8.1% | -$9,521 | 减仓 |
| FSLR | FIRST SOLAR INC | $10.62万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $10.53万 | 0.01% | 538 | 15 | 2.9% | $2,937 | 加仓 |
| MGC | VANGUARD WORLD FD | $10.34万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $10.33万 | 0.01% | 830 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $10.30万 | 0.01% | 961 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $10.28万 | 0.01% | 424 | 95 | 28.9% | $2.30万 | 加仓 |
| APH | AMPHENOL CORP | $10.23万 | 0.01% | 580 | -35 | -5.7% | -$6,171 | 减仓 |
| ANET | ARISTA NETWORKS INC | $10.16万 | 0.01% | 598 | 32 | 5.7% | $5,436 | 加仓 |
| WTAI | WISDOMTREE TR | $10.02万 | 0.01% | 2,111 | 1,439 | 214.1% | $6.83万 | 加仓 |
| ARGX | ARGENX SE | $9.93万 | 0.01% | 107 | 4 | 3.9% | $3,711 | 加仓 |
| TXN | TEXAS INSTRS INC | $9.75万 | 0.01% | 327 | 1 | 0.3% | $298 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $9.73万 | 0.01% | 2,729 | -290 | -9.6% | -$1.03万 | 减仓 |
| SLB | SLB LIMITED | $9.64万 | 0.01% | 2,073 | 3 | 0.1% | $139 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $9.41万 | 0.01% | 519 | 118 | 29.4% | $2.14万 | 加仓 |
| APP | APPLOVIN CORP | $9.33万 | 0.01% | 181 | 2 | 1.1% | $1,030 | 加仓 |
| DCO | DUCOMMUN INC DEL | $9.26万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $9.20万 | 0.01% | 1,113 | -75 | -6.3% | -$6,200 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $9.15万 | 0.01% | 1,185 | -18 | -1.5% | -$1,390 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $9.06万 | 0.01% | 1,572 | -74 | -4.5% | -$4,263 | 减仓 |
| IUSV | ISHARES TR | $9.01万 | 0.01% | 818 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $8.98万 | 0.01% | 928 | -93 | -9.1% | -$9,001 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $8.90万 | 0.01% | 331 | 2 | 0.6% | $538 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $8.89万 | 0.01% | 2,413 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $8.86万 | 0.01% | 250 | -70 | -21.9% | -$2.48万 | 减仓 |
| ETN | EATON CORP PLC | $8.78万 | 0.01% | 206 | 1 | 0.5% | $426 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $8.65万 | 0.01% | 976 | -2 | -0.2% | -$177 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $8.62万 | 0.01% | 758 | 1 | 0.1% | $114 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $8.47万 | 0.01% | 254 | 147 | 137.4% | $4.90万 | 加仓 |
| IVW | ISHARES TR | $8.43万 | 0.01% | 613 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $8.24万 | 0.01% | 438 | 0 | 0.0% | — | 不变 |
| ILTB | ISHARES TR | $8.22万 | 0.01% | 1,669 | -86 | -4.9% | -$4,235 | 减仓 |
| KLAC | KLA CORP | $8.21万 | 0.01% | 272 | 22 | 8.8% | $6,638 | 加仓 |
| SYK | STRYKER CORPORATION | $8.15万 | 0.01% | 259 | 70 | 37.0% | $2.20万 | 加仓 |
| IDV | ISHARES TR | $8.15万 | 0.01% | 1,966 | 1,966 | — | $8.15万 | 新建仓 |
| XEL | XCEL ENERGY INC | $8.10万 | 0.01% | 1,009 | 19 | 1.9% | $1,525 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $8.08万 | 0.01% | 1,128 | 6 | 0.5% | $430 | 加仓 |
| NVS | NOVARTIS AG | $8.07万 | 0.01% | 515 | 33 | 6.8% | $5,172 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $8.06万 | 0.01% | 3,022 | -39 | -1.3% | -$1,040 | 减仓 |
| AMT | AMERICAN TOWER CORP | $7.99万 | 0.01% | 488 | 5 | 1.0% | $819 | 加仓 |
| IAG | IAMGOLD CORP | $7.92万 | 0.01% | 5,000 | 5,000 | — | $7.92万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $7.87万 | 0.01% | 970 | -3 | -0.3% | -$243 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $7.86万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $7.82万 | 0.01% | 1,385 | 368 | 36.2% | $2.08万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $7.82万 | 0.01% | 504 | -18 | -3.4% | -$2,792 | 减仓 |
| COP | CONOCOPHILLIPS | $7.82万 | 0.01% | 752 | 36 | 5.0% | $3,743 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $7.81万 | 0.01% | 669 | -39 | -5.5% | -$4,554 | 减仓 |
| SXI | STANDEX INTL CORP | $7.80万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| LASR | NLIGHT INC | $7.66万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $7.66万 | 0.01% | 188 | -34 | -15.3% | -$1.38万 | 减仓 |
| CI | THE CIGNA GROUP | $7.59万 | 0.01% | 275 | -6 | -2.1% | -$1,656 | 减仓 |
| RKLB | ROCKET LAB CORP | $7.53万 | 0.01% | 741 | 3 | 0.4% | $305 | 加仓 |
| SOXX | ISHARES TR | $7.50万 | 0.01% | 117 | -10 | -7.9% | -$6,408 | 减仓 |
| GOVT | ISHARES TR | $7.45万 | 0.01% | 3,270 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $7.18万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| IMKTA | INGLES MKTS INC | $7.09万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $7.07万 | 0.01% | 771 | 83 | 12.1% | $7,610 | 加仓 |
| EFV | ISHARES TR | $6.93万 | 0.01% | 905 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $6.88万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $6.85万 | 0.01% | 1,442 | 1,442 | — | $6.85万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $6.83万 | 0.01% | 1,265 | 0 | 0.0% | — | 不变 |
| ACNB | ACNB CORP | $6.83万 | 0.01% | 1,150 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $6.75万 | 0.01% | 466 | 0 | 0.0% | — | 不变 |
| KOP | KOPPERS HOLDINGS INC | $6.74万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $6.73万 | 0.01% | 589 | 376 | 176.5% | $4.29万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $6.71万 | 0.01% | 174 | 12 | 7.4% | $4,630 | 加仓 |
| VEEV | VEEVA SYS INC | $6.69万 | 0.01% | 377 | -437 | -53.7% | -$7.76万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $6.62万 | 0.01% | 614 | 39 | 6.8% | $4,203 | 加仓 |
| IJH | ISHARES TR | $6.59万 | 0.01% | 855 | 484 | 130.5% | $3.73万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6.49万 | 0.01% | 1,088 | 71 | 7.0% | $4,238 | 加仓 |
| CVS | CVS HEALTH CORP | $6.48万 | 0.01% | 626 | 57 | 10.0% | $5,897 | 加仓 |