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 |
|---|---|---|---|---|---|---|---|---|
| SPTI | SPDR SERIES TRUST | $3.18万 | 0.00% | 1,110 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $3.16万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $3.16万 | 0.00% | 126 | 30 | 31.2% | $7,518 | 加仓 |
| SLVP | ISHARES INC | $3.11万 | 0.00% | 877 | 0 | 0.0% | — | 不变 |
| LPL | LG DISPLAY CO LTD | $3.08万 | 0.00% | 7,947 | 7,626 | 2,375.7% | $2.96万 | 加仓 |
| PPL | PPL CORP | $3.08万 | 0.00% | 807 | 7 | 0.9% | $267 | 加仓 |
| SHBI | SHORE BANCSHARES INC | $3.04万 | 0.00% | 1,630 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $3.04万 | 0.00% | 562 | 80 | 16.6% | $4,333 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $3.02万 | 0.00% | 2,045 | 200 | 10.8% | $2,954 | 加仓 |
| IWS | ISHARES TR | $3.02万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $3.00万 | 0.00% | 355 | 89 | 33.5% | $7,529 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $2.98万 | 0.00% | 1,250 | 834 | 200.5% | $1.99万 | 加仓 |
| GSK | GSK PLC | $2.98万 | 0.00% | 540 | 199 | 58.4% | $1.10万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $2.96万 | 0.00% | 483 | 441 | 1,050.0% | $2.70万 | 加仓 |
| CRM | SALESFORCE INC | $2.95万 | 0.00% | 158 | -128 | -44.8% | -$2.39万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $2.95万 | 0.00% | 143 | 51 | 55.4% | $1.05万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.94万 | 0.00% | 318 | 3 | 1.0% | $277 | 加仓 |
| CDE | COEUR MNG INC | $2.93万 | 0.00% | 1,563 | 1,533 | 5,110.0% | $2.88万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $2.91万 | 0.00% | 814 | -540 | -39.9% | -$1.93万 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC | $2.90万 | 0.00% | 1,165 | -296 | -20.3% | -$7,362 | 减仓 |
| ITA | ISHARES TR | $2.89万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $2.87万 | 0.00% | 871 | 3 | 0.3% | $99 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $2.85万 | 0.00% | 487 | 260 | 114.5% | $1.52万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2.84万 | 0.00% | 302 | 3 | 1.0% | $282 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $2.83万 | 0.00% | 3,749 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $2.81万 | 0.00% | 309 | 9 | 3.0% | $819 | 加仓 |
| B | BARRICK MNG CORP | $2.81万 | 0.00% | 689 | 118 | 20.7% | $4,813 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $2.79万 | 0.00% | 1,935 | 414 | 27.2% | $5,974 | 加仓 |
| CB | CHUBB LTD SWITZ | $2.77万 | 0.00% | 85 | 12 | 16.4% | $3,912 | 加仓 |
| QUAL | ISHARES TR | $2.74万 | 0.00% | 143 | 143 | — | $2.74万 | 新建仓 |
| DXCM | DEXCOM INC | $2.73万 | 0.00% | 434 | -6 | -1.4% | -$377 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $2.71万 | 0.00% | 3,412 | 1,522 | 80.5% | $1.21万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $2.70万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $2.69万 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $2.69万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $2.67万 | 0.00% | 808 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $2.66万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $2.64万 | 0.00% | 134 | 31 | 30.1% | $6,104 | 加仓 |
| GDX | VANECK ETF TRUST | $2.55万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $2.53万 | 0.00% | 213 | 34 | 19.0% | $4,033 | 加仓 |
| ORCL | ORACLE CORP | $2.52万 | 0.00% | 171 | 31 | 22.1% | $4,560 | 加仓 |
| IJH | ISHARES TR | $2.51万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $2.49万 | 0.00% | 1,148 | 1,048 | 1,048.0% | $2.27万 | 加仓 |
| TLH | ISHARES TR | $2.48万 | 0.00% | 246 | 246 | — | $2.48万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $2.48万 | 0.00% | 113 | 5 | 4.6% | $1,095 | 加仓 |
| ZTS | ZOETIS INC | $2.42万 | 0.00% | 205 | 4 | 2.0% | $473 | 加仓 |
| ADSK | AUTODESK INC | $2.39万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $2.38万 | 0.00% | 202 | -771 | -79.2% | -$9.10万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $2.37万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $2.34万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $2.33万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $2.33万 | 0.00% | 435 | 40 | 10.1% | $2,142 | 加仓 |
| UNP | UNION PAC CORP | $2.33万 | 0.00% | 96 | 70 | 269.2% | $1.70万 | 加仓 |
| UUUU | ENERGY FUELS INC | $2.33万 | 0.00% | 1,275 | -100 | -7.3% | -$1,825 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $2.32万 | 0.00% | 301 | 51 | 20.4% | $3,936 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.31万 | 0.00% | 59 | 36 | 156.5% | $1.41万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2.29万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $2.28万 | 0.00% | 77 | -13 | -14.4% | -$3,854 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $2.28万 | 0.00% | 453 | 171 | 60.6% | $8,605 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $2.28万 | 0.00% | 240 | 1 | 0.4% | $95 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $2.27万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES PLATINUM TR | $2.27万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $2.27万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $2.25万 | 0.00% | 187 | -13 | -6.5% | -$1,567 | 减仓 |
| COIN | COINBASE GLOBAL INC | $2.25万 | 0.00% | 129 | -12 | -8.5% | -$2,095 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.24万 | 0.00% | 33 | 1 | 3.1% | $680 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $2.24万 | 0.00% | 68 | 2 | 3.0% | $658 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.23万 | 0.00% | 170 | 10 | 6.2% | $1,310 | 加仓 |
| SAN | BANCO SANTANDER SA | $2.22万 | 0.00% | 1,972 | 965 | 95.8% | $1.09万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2.22万 | 0.00% | 82 | -65 | -44.2% | -$1.76万 | 减仓 |
| RIO | RIO TINTO PLC | $2.22万 | 0.00% | 237 | 162 | 216.0% | $1.51万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2.19万 | 0.00% | 450 | 90 | 25.0% | $4,386 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $2.10万 | 0.00% | 1,098 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $2.10万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $2.10万 | 0.00% | 727 | 259 | 55.3% | $7,467 | 加仓 |
| CINF | CINCINNATI FINL CORP | $2.09万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $2.09万 | 0.00% | 356 | 356 | — | $2.09万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $2.08万 | 0.00% | 587 | 300 | 104.5% | $1.06万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $2.07万 | 0.00% | 554 | 14 | 2.6% | $524 | 加仓 |
| C | CITIGROUP INC | $2.07万 | 0.00% | 183 | 15 | 8.9% | $1,698 | 加仓 |
| EME | EMCOR GROUP INC | $2.07万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $2.06万 | 0.00% | 98 | 21 | 27.3% | $4,411 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $2.05万 | 0.00% | 446 | 3 | 0.7% | $138 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $2.04万 | 0.00% | 374 | 74 | 24.7% | $4,043 | 加仓 |
| USMV | ISHARES TR | $2.04万 | 0.00% | 220 | 153 | 228.4% | $1.42万 | 加仓 |
| INTU | INTUIT | $2.03万 | 0.00% | 47 | -475 | -91.0% | -$20.54万 | 减仓 |
| PLD | PROLOGIS INC. | $2.02万 | 0.00% | 153 | 6 | 4.1% | $793 | 加仓 |
| OUST | OUSTER INC | $2.02万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $2.00万 | 0.00% | 384 | -2 | -0.5% | -$104 | 减仓 |
| KARO | KAROOOOO LTD | $1.99万 | 0.00% | 400 | 400 | — | $1.99万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $1.98万 | 0.00% | 3,345 | -400 | -10.7% | -$2,364 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $1.97万 | 0.00% | 440 | 15 | 3.5% | $671 | 加仓 |
| ING | ING GROEP N.V. | $1.96万 | 0.00% | 752 | 159 | 26.8% | $4,142 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1.93万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $1.91万 | 0.00% | 367 | 112 | 43.9% | $5,822 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.90万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $1.90万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $1.90万 | 0.00% | 672 | 672 | — | $1.90万 | 新建仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $1.89万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $1.89万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |