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 |
|---|---|---|---|---|---|---|---|---|
| FMS | FRESENIUS MEDICAL CARE AG | $7,490 | 0.00% | 332 | 296 | 822.2% | $6,678 | 加仓 |
| ALC | ALCON AG | $7,460 | 0.00% | 99 | -80 | -44.7% | -$6,028 | 减仓 |
| BEKE | KE HLDGS INC | $7,456 | 0.00% | 498 | 467 | 1,506.5% | $6,992 | 加仓 |
| LIT | GLOBAL X FDS | $7,435 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $7,393 | 0.00% | 147 | 130 | 764.7% | $6,538 | 加仓 |
| EWU | ISHARES TR | $7,381 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $7,354 | 0.00% | 1,270 | -402 | -24.0% | -$2,328 | 减仓 |
| SSRM | SSR MINING IN | $7,350 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $7,336 | 0.00% | 213 | 205 | 2,562.5% | $7,060 | 加仓 |
| — | SPROTT FDS TR | $7,323 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $7,302 | 0.00% | 75 | 47 | 167.9% | $4,576 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7,274 | 0.00% | 15 | 6 | 66.7% | $2,910 | 加仓 |
| ATI | ATI INC | $7,273 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP | $7,268 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $7,252 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $7,245 | 0.00% | 270 | 60 | 28.6% | $1,610 | 加仓 |
| VLO | VALERO ENERGY CORP | $7,166 | 0.00% | 29 | 18 | 163.6% | $4,448 | 加仓 |
| EAT | BRINKER INTL INC | $7,139 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $7,120 | 0.00% | 255 | 26 | 11.4% | $726 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $7,119 | 0.00% | 507 | 487 | 2,435.0% | $6,838 | 加仓 |
| SHLD | GLOBAL X FDS | $7,084 | 0.00% | 100 | 100 | — | $7,084 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $7,068 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $7,017 | 0.00% | 25 | 1 | 4.2% | $281 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $6,993 | 0.00% | 337 | 292 | 648.9% | $6,059 | 加仓 |
| SPMD | SPDR SERIES TRUST | $6,988 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $6,914 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $6,839 | 0.00% | 35 | 2 | 6.1% | $391 | 加仓 |
| ZD | ZIFF DAVIS INC | $6,756 | 0.00% | 161 | -14 | -8.0% | -$587 | 减仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $6,740 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $6,734 | 0.00% | 99 | 16 | 19.3% | $1,088 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $6,732 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| PHM | PULTE GROUP INC | $6,704 | 0.00% | 57 | 22 | 62.9% | $2,588 | 加仓 |
| BN | BROOKFIELD CORP | $6,678 | 0.00% | 165 | 159 | 2,650.0% | $6,435 | 加仓 |
| XPEV | XPENG INC | $6,673 | 0.00% | 390 | 362 | 1,292.9% | $6,194 | 加仓 |
| CDW | CDW CORP | $6,657 | 0.00% | 55 | 55 | — | $6,657 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $6,611 | 0.00% | 100 | -907 | -90.1% | -$6.00万 | 减仓 |
| GPC | GENUINE PARTS CO | $6,559 | 0.00% | 62 | 36 | 138.5% | $3,808 | 加仓 |
| MAGN | MAGNERA CORP | $6,515 | 0.00% | 685 | -41 | -5.6% | -$390 | 减仓 |
| TSSI | TSS INC DEL | $6,505 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $6,470 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $6,459 | 0.00% | 327 | 251 | 330.3% | $4,958 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $6,358 | 0.00% | 708 | 605 | 587.4% | $5,433 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $6,300 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $6,268 | 0.00% | 264 | 5 | 1.9% | $119 | 加仓 |
| EMB | ISHARES TR | $6,241 | 0.00% | 66 | 65 | 6,500.0% | $6,146 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $6,180 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $6,174 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $6,115 | 0.00% | 338 | -21 | -5.8% | -$380 | 减仓 |
| KHC | KRAFT HEINZ CO | $6,097 | 0.00% | 271 | -565 | -67.6% | -$1.27万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $6,079 | 0.00% | 222 | 41 | 22.7% | $1,123 | 加仓 |
| AEG | AEGON LTD | $6,070 | 0.00% | 836 | 211 | 33.8% | $1,532 | 加仓 |
| FLR | FLUOR CORP | $6,065 | 0.00% | 130 | 11 | 9.2% | $513 | 加仓 |
| ETR | ENTERGY CORP NEW | $5,953 | 0.00% | 53 | 3 | 6.0% | $337 | 加仓 |
| SILJ | AMPLIFY ETF TR | $5,944 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW | $5,936 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| IE | IVANHOE ELECTRIC INC | $5,910 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $5,822 | 0.00% | 46 | 26 | 130.0% | $3,291 | 加仓 |
| OIS | OIL STS INTL INC | $5,820 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BFLY | BUTTERFLY NETWORK INC | $5,794 | 0.00% | 1,434 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5,780 | 0.00% | 384 | 54 | 16.4% | $813 | 加仓 |
| YUM | YUM BRANDS INC | $5,753 | 0.00% | 37 | 2 | 5.7% | $311 | 加仓 |
| LOGI | LOGITECH INTL S A | $5,741 | 0.00% | 63 | 40 | 173.9% | $3,645 | 加仓 |
| SPSM | SPDR SERIES TRUST | $5,702 | 0.00% | 118 | -598 | -83.5% | -$2.89万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $5,700 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | CANARY XRP ETF | $5,692 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $5,688 | 0.00% | 79 | 22 | 38.6% | $1,584 | 加仓 |
| DJP | BARCLAYS BANK PLC | $5,681 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $5,666 | 0.00% | 295 | 15 | 5.4% | $288 | 加仓 |
| KKR | KKR & CO INC | $5,568 | 0.00% | 60 | 36 | 150.0% | $3,341 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5,552 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $5,534 | 0.00% | 169 | 55 | 48.2% | $1,801 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $5,511 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| AHRT | AH RLTY TR INC | $5,500 | 0.00% | 1,000 | -66 | -6.2% | -$363 | 减仓 |
| TS | TENARIS S A | $5,469 | 0.00% | 94 | 47 | 100.0% | $2,734 | 加仓 |
| WSO | WATSCO INC | $5,457 | 0.00% | 15 | 4 | 36.4% | $1,455 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $5,457 | 0.00% | 158 | 158 | — | $5,457 | 新建仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $5,452 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $5,428 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $5,415 | 0.00% | 172 | 99 | 135.6% | $3,117 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $5,410 | 0.00% | 645 | 606 | 1,553.8% | $5,083 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $5,373 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $5,368 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $5,362 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $5,343 | 0.00% | 42 | 42 | — | $5,343 | 新建仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $5,312 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD | $5,312 | 0.00% | 117 | 103 | 735.7% | $4,676 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $5,227 | 0.00% | 25 | 25 | — | $5,227 | 新建仓 |
| BILI | BILIBILI INC | $5,212 | 0.00% | 231 | 198 | 600.0% | $4,467 | 加仓 |
| ZS | ZSCALER INC | $5,191 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $5,121 | 0.00% | 1,403 | 1,403 | — | $5,121 | 新建仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $5,050 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $5,037 | 0.00% | 24 | 1 | 4.3% | $210 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $5,016 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $4,995 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $4,965 | 0.00% | 156 | 50 | 47.2% | $1,591 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $4,932 | 0.00% | 58 | 58 | — | $4,932 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $4,881 | 0.00% | 32 | 22 | 220.0% | $3,356 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $4,875 | 0.00% | 44 | 44 | — | $4,875 | 新建仓 |
| SSL | SASOL LTD | $4,873 | 0.00% | 376 | 333 | 774.4% | $4,316 | 加仓 |
| RY | ROYAL BK CDA | $4,854 | 0.00% | 30 | 20 | 200.0% | $3,236 | 加仓 |