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 |
|---|---|---|---|---|---|---|---|---|
| KOP | KOPPERS HOLDINGS INC | $5.80万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5.76万 | 0.01% | 1,017 | 153 | 17.7% | $8,672 | 加仓 |
| PSX | PHILLIPS 66 | $5.70万 | 0.01% | 313 | -2 | -0.6% | -$364 | 减仓 |
| SO | SOUTHERN CO | $5.70万 | 0.01% | 591 | 6 | 1.0% | $579 | 加仓 |
| DLTR | DOLLAR TREE INC | $5.65万 | 0.01% | 516 | 12 | 2.4% | $1,314 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $5.64万 | 0.01% | 63 | 1 | 1.6% | $895 | 加仓 |
| ARKW | ARK ETF TR | $5.62万 | 0.01% | 466 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $5.56万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $5.54万 | 0.01% | 512 | 289 | 129.6% | $3.13万 | 加仓 |
| ACNB | ACNB CORP | $5.51万 | 0.01% | 1,150 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5.49万 | 0.01% | 1,017 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $5.43万 | 0.01% | 331 | 12 | 3.8% | $1,970 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5.38万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $5.37万 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC | $5.35万 | 0.01% | 1,425 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $5.22万 | 0.01% | 402 | 2 | 0.5% | $260 | 加仓 |
| CNK | CINEMARK HLDGS INC | $5.19万 | 0.01% | 1,820 | 20 | 1.1% | $570 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5.18万 | 0.01% | 575 | 24 | 4.4% | $2,163 | 加仓 |
| EMN | EASTMAN CHEM CO | $5.14万 | 0.01% | 673 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5.08万 | 0.01% | 567 | 19 | 3.5% | $1,702 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.97万 | 0.01% | 340 | 131 | 62.7% | $1.92万 | 加仓 |
| RPM | RPM INTL INC | $4.97万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $4.95万 | 0.01% | 591 | 4 | 0.7% | $335 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $4.94万 | 0.01% | 603 | -31 | -4.9% | -$2,540 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $4.91万 | 0.01% | 3,136 | 161 | 5.4% | $2,520 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $4.89万 | 0.01% | 2,640 | 1,859 | 238.0% | $3.44万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4.88万 | 0.01% | 329 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $4.87万 | 0.01% | 982 | -813 | -45.3% | -$4.03万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $4.86万 | 0.01% | 2,133 | 33 | 1.6% | $751 | 加仓 |
| ARM | ARM HOLDINGS PLC | $4.84万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $4.83万 | 0.01% | 838 | 24 | 2.9% | $1,383 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $4.82万 | 0.01% | 585 | 85 | 17.0% | $6,998 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $4.82万 | 0.01% | 185 | 22 | 13.5% | $5,727 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $4.80万 | 0.01% | 1,000 | -1 | -0.1% | -$48 | 减仓 |
| CMCSA | COMCAST CORP NEW | $4.75万 | 0.01% | 1,656 | 62 | 3.9% | $1,780 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4.75万 | 0.01% | 162 | 6 | 3.8% | $1,758 | 加仓 |
| RKLB | ROCKET LAB CORP | $4.74万 | 0.01% | 738 | 3 | 0.4% | $193 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $4.70万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD | $4.70万 | 0.01% | 3,390 | 1,830 | 117.3% | $2.53万 | 加仓 |
| IXJ | ISHARES TR | $4.63万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $4.59万 | 0.01% | 583 | 583 | — | $4.59万 | 新建仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $4.58万 | 0.01% | 4,078 | 110 | 2.8% | $1,236 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $4.56万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $4.47万 | 0.01% | 452 | 6 | 1.3% | $594 | 加仓 |
| WAT | WATERS CORP | $4.47万 | 0.01% | 150 | 150 | — | $4.47万 | 新建仓 |
| ARKQ | ARK ETF TR | $4.44万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $4.39万 | 0.01% | 506 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $4.33万 | 0.01% | 126 | 2 | 1.6% | $687 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $4.31万 | 0.01% | 552 | -846 | -60.5% | -$6.60万 | 减仓 |
| MPC | MARATHON PETE CORP | $4.30万 | 0.01% | 176 | -406 | -69.8% | -$9.91万 | 减仓 |
| TTE | TOTALENERGIES SE | $4.30万 | 0.01% | 472 | 365 | 341.1% | $3.32万 | 加仓 |
| TGT | TARGET CORP | $4.28万 | 0.01% | 353 | 29 | 9.0% | $3,514 | 加仓 |
| SOXX | ISHARES TR | $4.17万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $4.17万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $4.15万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $4.12万 | 0.01% | 1,347 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $4.09万 | 0.01% | 495 | 321 | 184.5% | $2.65万 | 加仓 |
| CVS | CVS HEALTH CORP | $4.09万 | 0.01% | 569 | 70 | 14.0% | $5,027 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $4.04万 | 0.01% | 1,550 | 250 | 19.2% | $6,520 | 加仓 |
| DIVO | AMPLIFY ETF TR | $4.03万 | 0.01% | 899 | 265 | 41.8% | $1.19万 | 加仓 |
| SNY | SANOFI SA | $4.00万 | 0.00% | 831 | 233 | 39.0% | $1.12万 | 加仓 |
| TOST | TOAST INC | $4.00万 | 0.00% | 1,508 | 8 | 0.5% | $212 | 加仓 |
| REG | REGENCY CTRS CORP | $3.98万 | 0.00% | 526 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $3.97万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $3.97万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO | $3.92万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $3.92万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $3.90万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $3.87万 | 0.00% | 278 | 42 | 17.8% | $5,854 | 加仓 |
| AS | AMER SPORTS INC | $3.87万 | 0.00% | 1,175 | 16 | 1.4% | $527 | 加仓 |
| FDX | FEDEX CORP | $3.85万 | 0.00% | 108 | 5 | 4.9% | $1,783 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $3.84万 | 0.00% | 590 | 89 | 17.8% | $5,785 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $3.79万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $3.76万 | 0.00% | 207 | 184 | 800.0% | $3.34万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $3.68万 | 0.00% | 651 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $3.68万 | 0.00% | 25 | 18 | 257.1% | $2.65万 | 加仓 |
| WELL | WELLTOWER INC | $3.67万 | 0.00% | 186 | 5 | 2.8% | $987 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $3.66万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| — | SPROTT ETF TRUST | $3.64万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.59万 | 0.00% | 73 | -577 | -88.8% | -$28.36万 | 减仓 |
| IEMG | ISHARES INC | $3.56万 | 0.00% | 511 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $3.56万 | 0.00% | 124 | 5 | 4.2% | $1,435 | 加仓 |
| CME | CME GROUP INC | $3.51万 | 0.00% | 119 | 14 | 13.3% | $4,135 | 加仓 |
| PFF | ISHARES TR | $3.46万 | 0.00% | 1,140 | 140 | 14.0% | $4,245 | 加仓 |
| CCJ | CAMECO CORP | $3.45万 | 0.00% | 318 | 14 | 4.6% | $1,521 | 加仓 |
| SHEL | SHELL PLC | $3.45万 | 0.00% | 371 | 191 | 106.1% | $1.78万 | 加仓 |
| CR | CRANE COMPANY | $3.42万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES TR | $3.39万 | 0.00% | 265 | 5 | 1.9% | $640 | 加仓 |
| BHP | BHP BILLITON LIMITED | $3.39万 | 0.00% | 466 | 274 | 142.7% | $1.99万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $3.36万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $3.35万 | 0.00% | 222 | -148 | -40.0% | -$2.23万 | 减仓 |
| IOO | ISHARES TR | $3.33万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $3.29万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $3.22万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $3.22万 | 0.00% | 1,438 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $3.22万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $3.21万 | 0.00% | 607 | 29 | 5.0% | $1,532 | 加仓 |
| SPTL | SPDR SERIES TRUST | $3.20万 | 0.00% | 1,216 | 0 | 0.0% | — | 不变 |
| SCL | STEPAN CO | $3.19万 | 0.00% | 638 | 5 | 0.8% | $250 | 加仓 |
| FOX | FOX CORP | $3.19万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |