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 |
|---|---|---|---|---|---|---|---|---|
| UHAL | U HAUL HOLDING COMPANY | $1.23万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $1.22万 | 0.00% | 2,725 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.21万 | 0.00% | 105 | 5 | 5.0% | $574 | 加仓 |
| — | DUPONT DE NEMOURS INC | $1.20万 | 0.00% | 262 | 6 | 2.3% | $275 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $1.20万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1.20万 | 0.00% | 255 | -4 | -1.5% | -$188 | 减仓 |
| — | REX ETF TR | $1.20万 | 0.00% | 500 | 500 | — | $1.20万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.19万 | 0.00% | 59 | 7 | 13.5% | $1,412 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1.18万 | 0.00% | 181 | 181 | — | $1.18万 | 新建仓 |
| ALLE | ALLEGION PLC | $1.18万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.16万 | 0.00% | 119 | -17 | -12.5% | -$1,661 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1.15万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $1.15万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $1.14万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $1.14万 | 0.00% | 175 | 23 | 15.1% | $1,501 | 加仓 |
| BTG | B2GOLD CORP | $1.13万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $1.13万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1.12万 | 0.00% | 253 | 247 | 4,116.7% | $1.10万 | 加仓 |
| VZLA | VIZSLA SILVER CORP | $1.12万 | 0.00% | 3,392 | 2,392 | 239.2% | $7,894 | 加仓 |
| MLPX | GLOBAL X FDS | $1.11万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1.11万 | 0.00% | 59 | 7 | 13.5% | $1,312 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $1.09万 | 0.00% | 668 | 668 | — | $1.09万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $1.09万 | 0.00% | 412 | -32 | -7.2% | -$846 | 减仓 |
| NOK | NOKIA CORP | $1.09万 | 0.00% | 1,352 | 797 | 143.6% | $6,408 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $1.07万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $1.05万 | 0.00% | 659 | 159 | 31.8% | $2,530 | 加仓 |
| EOG | EOG RES INC | $1.04万 | 0.00% | 72 | 8 | 12.5% | $1,157 | 加仓 |
| DB | DEUTSCHE BK AG | $1.04万 | 0.00% | 349 | 120 | 52.4% | $3,574 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1.04万 | 0.00% | 345 | -12 | -3.4% | -$361 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $1.04万 | 0.00% | 48 | 18 | 60.0% | $3,886 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $1.02万 | 0.00% | 237 | 7 | 3.0% | $302 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.02万 | 0.00% | 36 | 34 | 1,700.0% | $9,648 | 加仓 |
| SNDK | SANDISK CORP | $1.02万 | 0.00% | 16 | -28 | -63.6% | -$1.78万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $1.01万 | 0.00% | 772 | -37 | -4.6% | -$485 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.01万 | 0.00% | 112 | 3 | 2.8% | $271 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1.00万 | 0.00% | 250 | 126 | 101.6% | $5,064 | 加仓 |
| BLKB | BLACKBAUD INC | $1.00万 | 0.00% | 260 | 76 | 41.3% | $2,934 | 加仓 |
| CDRE | CADRE HLDGS INC | $1.00万 | 0.00% | 327 | 327 | — | $1.00万 | 新建仓 |
| PPLI | IAC INC | $1.00万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $9,974 | 0.00% | 2,131 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $9,950 | 0.00% | 966 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $9,932 | 0.00% | 47 | 29 | 161.1% | $6,128 | 加仓 |
| UBS | UBS GROUP AG | $9,924 | 0.00% | 254 | -64 | -20.1% | -$2,501 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $9,917 | 0.00% | 394 | 394 | — | $9,917 | 新建仓 |
| E | ENI SPA | $9,862 | 0.00% | 174 | 49 | 39.2% | $2,777 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $9,820 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $9,748 | 0.00% | 121 | 65 | 116.1% | $5,237 | 加仓 |
| WAB | WABTEC | $9,743 | 0.00% | 39 | 2 | 5.4% | $500 | 加仓 |
| NLR | VANECK ETF TRUST | $9,723 | 0.00% | 73 | 11 | 17.7% | $1,465 | 加仓 |
| IWN | ISHARES TR | $9,670 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $9,618 | 0.00% | 10 | 4 | 66.7% | $3,847 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $9,600 | 0.00% | 241 | 181 | 301.7% | $7,210 | 加仓 |
| INFY | INFOSYS LTD | $9,552 | 0.00% | 707 | 612 | 644.2% | $8,268 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $9,474 | 0.00% | 70 | 64 | 1,066.7% | $8,662 | 加仓 |
| SM | SM ENERGY COMPANY | $9,354 | 0.00% | 300 | 300 | — | $9,354 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $9,280 | 0.00% | 500 | -1,500 | -75.0% | -$2.78万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $9,214 | 0.00% | 171 | 61 | 55.5% | $3,287 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $9,212 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $9,185 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $9,108 | 0.00% | 308 | 275 | 833.3% | $8,132 | 加仓 |
| SMLF | ISHARES TR | $9,059 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $9,049 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $9,025 | 0.00% | 124 | 8 | 6.9% | $582 | 加仓 |
| NIO | NIO INC | $8,979 | 0.00% | 1,489 | 893 | 149.8% | $5,385 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $8,976 | 0.00% | 184 | 148 | 411.1% | $7,220 | 加仓 |
| COPX | GLOBAL X FDS | $8,857 | 0.00% | 116 | 116 | — | $8,857 | 新建仓 |
| INSM | INSMED INC | $8,831 | 0.00% | 54 | 1 | 1.9% | $164 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $8,779 | 0.00% | 74 | 22 | 42.3% | $2,610 | 加仓 |
| HLN | HALEON PLC | $8,652 | 0.00% | 864 | 75 | 9.5% | $751 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $8,612 | 0.00% | 200 | -31 | -13.4% | -$1,335 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $8,611 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $8,539 | 0.00% | 118 | 65 | 122.6% | $4,704 | 加仓 |
| CRWV | COREWEAVE INC | $8,522 | 0.00% | 110 | -40 | -26.7% | -$3,099 | 减仓 |
| TPR | TAPESTRY INC | $8,467 | 0.00% | 60 | 57 | 1,900.0% | $8,044 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $8,435 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC | $8,423 | 0.00% | 144 | 128 | 800.0% | $7,487 | 加仓 |
| NTES | NETEASE COM INC | $8,396 | 0.00% | 75 | 69 | 1,150.0% | $7,724 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $8,358 | 0.00% | 328 | 290 | 763.2% | $7,390 | 加仓 |
| VTRS | VIATRIS INC | $8,336 | 0.00% | 617 | 1 | 0.2% | $14 | 加仓 |
| IXC | ISHARES TR | $8,296 | 0.00% | 144 | 144 | — | $8,296 | 新建仓 |
| CRML | CRITICAL METALS CORP | $8,274 | 0.00% | 1,042 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $8,202 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $8,153 | 0.00% | 25 | -100 | -80.0% | -$3.26万 | 减仓 |
| PSEC | PROSPECT CAP CORP | $8,146 | 0.00% | 3,121 | 0 | 0.0% | — | 不变 |
| OIH | VANECK ETF TRUST | $8,085 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $7,984 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $7,931 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $7,891 | 0.00% | 3,722 | 3,432 | 1,183.4% | $7,276 | 加仓 |
| DOW | DOW HLDGS INC | $7,872 | 0.00% | 189 | 102 | 117.2% | $4,248 | 加仓 |
| ELVA | ELECTROVAYA INC | $7,820 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $7,764 | 0.00% | 129 | -23 | -15.1% | -$1,384 | 减仓 |
| MCK | MCKESSON CORP | $7,764 | 0.00% | 9 | 5 | 125.0% | $4,313 | 加仓 |
| NRG | NRG ENERGY INC | $7,746 | 0.00% | 53 | 16 | 43.2% | $2,338 | 加仓 |
| METC | RAMACO RES INC | $7,730 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $7,716 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $7,689 | 0.00% | 270 | 87 | 47.5% | $2,478 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $7,652 | 0.00% | 82 | 64 | 355.6% | $5,972 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $7,619 | 0.00% | 71 | 28 | 65.1% | $3,005 | 加仓 |
| NTRS | NORTHERN TR CORP | $7,570 | 0.00% | 54 | 5 | 10.2% | $701 | 加仓 |