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 |
|---|---|---|---|---|---|---|---|---|
| EIX | EDISON INTL | $1.87万 | 0.00% | 256 | 168 | 190.9% | $1.23万 | 加仓 |
| — | EA SERIES TRUST | $1.86万 | 0.00% | 471 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $1.85万 | 0.00% | 108 | 39 | 56.5% | $6,673 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.84万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $1.82万 | 0.00% | 96 | 18 | 23.1% | $3,416 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $1.81万 | 0.00% | 1,067 | 737 | 223.3% | $1.25万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.81万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL SE | $1.79万 | 0.00% | 275 | 121 | 78.6% | $7,871 | 加仓 |
| KB | KB FINL GROUP INC | $1.79万 | 0.00% | 179 | 159 | 795.0% | $1.59万 | 加仓 |
| ALNT | ALLIENT INC | $1.77万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $1.77万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $1.75万 | 0.00% | 263 | 239 | 995.8% | $1.59万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1.74万 | 0.00% | 184 | 175 | 1,944.4% | $1.66万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $1.74万 | 0.00% | 620 | -16 | -2.5% | -$448 | 减仓 |
| VOD | VODAFONE GROUP PLC | $1.72万 | 0.00% | 1,146 | 901 | 367.8% | $1.35万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $1.71万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.70万 | 0.00% | 335 | 33 | 10.9% | $1,676 | 加仓 |
| UL | UNILEVER PLC | $1.69万 | 0.00% | 296 | 208 | 236.4% | $1.19万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1.69万 | 0.00% | 24 | 14 | 140.0% | $9,839 | 加仓 |
| HEDJ | WISDOMTREE TR | $1.68万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.68万 | 0.00% | 268 | 73 | 37.4% | $4,576 | 加仓 |
| ROKU | ROKU INC | $1.67万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $1.66万 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $1.66万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.63万 | 0.00% | 204 | 6 | 3.0% | $481 | 加仓 |
| BCS | BARCLAYS PLC | $1.63万 | 0.00% | 768 | 447 | 139.3% | $9,459 | 加仓 |
| WRB | BERKLEY W R CORP | $1.62万 | 0.00% | 245 | 4 | 1.7% | $265 | 加仓 |
| EQT | EQT CORP | $1.62万 | 0.00% | 255 | 5 | 2.0% | $318 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.62万 | 0.00% | 233 | 59 | 33.9% | $4,093 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1.62万 | 0.00% | 354 | -280 | -44.2% | -$1.28万 | 减仓 |
| AI | C3 AI INC | $1.60万 | 0.00% | 1,905 | -189 | -9.0% | -$1,591 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $1.59万 | 0.00% | 742 | -293 | -28.3% | -$6,297 | 减仓 |
| KOMP | SPDR SERIES TRUST | $1.59万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.59万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. | $1.59万 | 0.00% | 625 | -18 | -2.8% | -$457 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $1.59万 | 0.00% | 420 | -52 | -11.0% | -$1,964 | 减仓 |
| PTLC | PACER FDS TR | $1.58万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC | $1.57万 | 0.00% | 1,995 | 634 | 46.6% | $5,002 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1.56万 | 0.00% | 344 | -523 | -60.3% | -$2.37万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $1.56万 | 0.00% | 826 | 10 | 1.2% | $188 | 加仓 |
| DXJ | WISDOMTREE TR | $1.55万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $1.55万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $1.55万 | 0.00% | 54 | 19 | 54.3% | $5,457 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.55万 | 0.00% | 20 | 8 | 66.7% | $6,181 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $1.54万 | 0.00% | 634 | -116 | -15.5% | -$2,820 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $1.54万 | 0.00% | 331 | 46 | 16.1% | $2,138 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $1.54万 | 0.00% | 208 | 176 | 550.0% | $1.30万 | 加仓 |
| STLA | STELLANTIS N.V | $1.54万 | 0.00% | 2,167 | 1,578 | 267.9% | $1.12万 | 加仓 |
| CHAT | TIDAL TRUST II | $1.53万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $1.53万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC | $1.53万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1.53万 | 0.00% | 74 | 4 | 5.7% | $825 | 加仓 |
| — | U S GOLD CORP | $1.52万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $1.50万 | 0.00% | 453 | 411 | 978.6% | $1.36万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.50万 | 0.00% | 354 | 321 | 972.7% | $1.36万 | 加仓 |
| FTV | FORTIVE CORP | $1.49万 | 0.00% | 270 | -10 | -3.6% | -$553 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.49万 | 0.00% | 350 | 230 | 191.7% | $9,801 | 加仓 |
| — | SCHWAB STRATEGIC TR | $1.48万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $1.48万 | 0.00% | 714 | 199 | 38.6% | $4,119 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.47万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC | $1.47万 | 0.00% | 1,639 | 1,639 | — | $1.47万 | 新建仓 |
| CENX | CENTURY ALUM CO | $1.47万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $1.46万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $1.45万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1.45万 | 0.00% | 194 | 1 | 0.5% | $75 | 加仓 |
| EQX | EQUINOX GOLD CORP | $1.45万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1.45万 | 0.00% | 194 | 127 | 189.6% | $9,462 | 加仓 |
| HAL | HALLIBURTON CO | $1.44万 | 0.00% | 370 | 50 | 15.6% | $1,950 | 加仓 |
| KBR | KBR INC | $1.44万 | 0.00% | 390 | 13 | 3.4% | $479 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1.43万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $1.42万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.42万 | 0.00% | 123 | 5 | 4.2% | $577 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1.42万 | 0.00% | 543 | 32 | 6.3% | $836 | 加仓 |
| — | NEOS ETF TRUST | $1.42万 | 0.00% | 250 | 250 | — | $1.42万 | 新建仓 |
| JBL | JABIL INC | $1.41万 | 0.00% | 53 | 47 | 783.3% | $1.25万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1.40万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1.38万 | 0.00% | 635 | 320 | 101.6% | $6,932 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $1.37万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | NXG NEXTGEN INFRASTR INCM FD | $1.37万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.37万 | 0.00% | 69 | -1 | -1.4% | -$198 | 减仓 |
| URA | GLOBAL X FDS | $1.36万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $1.35万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $1.35万 | 0.00% | 103 | 10 | 10.8% | $1,312 | 加仓 |
| MLPA | GLOBAL X FDS | $1.35万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $1.34万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $1.33万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $1.32万 | 0.00% | 273 | 12 | 4.6% | $581 | 加仓 |
| BTU | PEABODY ENGR CORP | $1.32万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $1.32万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $1.31万 | 0.00% | 1,500 | -51 | -3.3% | -$445 | 减仓 |
| NNN | NNN REIT INC | $1.30万 | 0.00% | 309 | 5 | 1.6% | $210 | 加仓 |
| MS | MORGAN STANLEY | $1.27万 | 0.00% | 77 | 10 | 14.9% | $1,646 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.26万 | 0.00% | 177 | -5 | -2.7% | -$356 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $1.26万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $1.25万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $1.25万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $1.25万 | 0.00% | 132 | -127 | -49.0% | -$1.20万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $1.25万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $1.24万 | 0.00% | 1,100 | 574 | 109.1% | $6,469 | 加仓 |
| NI | NISOURCE INC | $1.24万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |