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 |
|---|---|---|---|---|---|---|---|---|
| JBS | JBS N.V. | $4,850 | 0.00% | 270 | 251 | 1,321.1% | $4,509 | 加仓 |
| INDA | ISHARES TR | $4,825 | 0.00% | 103 | 103 | — | $4,825 | 新建仓 |
| RUM | RUMBLE INC | $4,789 | 0.00% | 939 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $4,755 | 0.00% | 76 | -1,124 | -93.7% | -$7.03万 | 减仓 |
| PBI | PITNEY BOWES INC | $4,752 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $4,732 | 0.00% | 236 | 194 | 461.9% | $3,890 | 加仓 |
| FTS | FORTIS INC | $4,687 | 0.00% | 84 | 72 | 600.0% | $4,017 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $4,672 | 0.00% | 35 | -2 | -5.4% | -$267 | 减仓 |
| SYY | SYSCO CORP | $4,637 | 0.00% | 65 | 47 | 261.1% | $3,353 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $4,603 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $4,600 | 0.00% | 34 | 29 | 580.0% | $3,924 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $4,581 | 0.00% | 92 | 84 | 1,050.0% | $4,183 | 加仓 |
| MAIN | MAIN STR CAP CORP | $4,555 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $4,553 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $4,533 | 0.00% | 56 | 51 | 1,020.0% | $4,128 | 加仓 |
| EQNR | EQUINOR ASA | $4,516 | 0.00% | 107 | 95 | 791.7% | $4,010 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $4,509 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | NXG CUSHING MIDSTREAM ENERGY | $4,449 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $4,377 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $4,350 | 0.00% | 29 | 2 | 7.4% | $300 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $4,302 | 0.00% | 13 | 12 | 1,200.0% | $3,971 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $4,300 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $4,283 | 0.00% | 70 | 4 | 6.1% | $245 | 加仓 |
| — | MEDALLION FINANCIAL CORP | $4,280 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $4,263 | 0.00% | 116 | 26 | 28.9% | $956 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $4,263 | 0.00% | 60 | 23 | 62.2% | $1,634 | 加仓 |
| EVRG | EVERGY INC | $4,260 | 0.00% | 52 | 4 | 8.3% | $328 | 加仓 |
| BAX | BAXTER INTL INC | $4,251 | 0.00% | 253 | 223 | 743.3% | $3,747 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $4,228 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $4,219 | 0.00% | 159 | 159 | — | $4,219 | 新建仓 |
| PSO | PEARSON PLC | $4,198 | 0.00% | 319 | 299 | 1,495.0% | $3,935 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $4,143 | 0.00% | 75 | 75 | — | $4,143 | 新建仓 |
| TRP | TC ENERGY CORP | $4,138 | 0.00% | 66 | 56 | 560.0% | $3,511 | 加仓 |
| TTD | THE TRADE DESK INC | $4,085 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $4,059 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $4,037 | 0.00% | 34 | -3 | -8.1% | -$356 | 减仓 |
| TMQ | TRILOGY METALS INC NEW | $3,967 | 0.00% | 1,105 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $3,950 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $3,950 | 0.00% | 37 | 22 | 146.7% | $2,349 | 加仓 |
| VG | VENTURE GLOBAL INC | $3,940 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $3,928 | 0.00% | 36 | 36 | — | $3,928 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $3,919 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $3,903 | 0.00% | 48 | 3 | 6.7% | $244 | 加仓 |
| CIEN | CIENA CORP | $3,883 | 0.00% | 10 | 10 | — | $3,883 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $3,877 | 0.00% | 314 | -226 | -41.9% | -$2,790 | 减仓 |
| MGA | MAGNA INTL INC | $3,851 | 0.00% | 69 | 69 | — | $3,851 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $3,842 | 0.00% | 28 | 24 | 600.0% | $3,293 | 加仓 |
| — | BARFRESH FOOD GROUP INC | $3,802 | 0.00% | 1,353 | -1,384 | -50.6% | -$3,889 | 减仓 |
| IQV | IQVIA HLDGS INC | $3,752 | 0.00% | 22 | 4 | 22.2% | $682 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $3,743 | 0.00% | 744 | 529 | 246.0% | $2,661 | 加仓 |
| KVUE | KENVUE INC | $3,724 | 0.00% | 216 | -698 | -76.4% | -$1.20万 | 减仓 |
| DEO | DIAGEO PLC | $3,723 | 0.00% | 50 | -2 | -3.8% | -$149 | 减仓 |
| BCE | BCE INC | $3,720 | 0.00% | 147 | 135 | 1,125.0% | $3,416 | 加仓 |
| REMX | VANECK ETF TRUST | $3,696 | 0.00% | 42 | -112 | -72.7% | -$9,856 | 减仓 |
| PCAR | PACCAR INC | $3,696 | 0.00% | 32 | 22 | 220.0% | $2,541 | 加仓 |
| CTRE | CARETRUST REIT INC | $3,665 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EMA | EMERA INC | $3,629 | 0.00% | 70 | 70 | — | $3,629 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $3,580 | 0.00% | 20 | 12 | 150.0% | $2,148 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3,573 | 0.00% | 8 | 8 | — | $3,573 | 新建仓 |
| FE | FIRSTENERGY CORP | $3,547 | 0.00% | 70 | 30 | 75.0% | $1,520 | 加仓 |
| SOLV | SOLVENTUM CORP | $3,527 | 0.00% | 54 | 4 | 8.0% | $261 | 加仓 |
| ICLN | ISHARES TR | $3,476 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $3,474 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $3,473 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $3,464 | 0.00% | 50 | 37 | 284.6% | $2,563 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $3,456 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3,409 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $3,403 | 0.00% | 35 | 23 | 191.7% | $2,236 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3,390 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $3,375 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $3,369 | 0.00% | 22 | -8 | -26.7% | -$1,225 | 减仓 |
| RBA | RB GLOBAL INC | $3,355 | 0.00% | 35 | 29 | 483.3% | $2,780 | 加仓 |
| BOTZ | GLOBAL X FDS | $3,322 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,305 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $3,290 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $3,283 | 0.00% | 95 | 43 | 82.7% | $1,486 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $3,274 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $3,273 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $3,252 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $3,240 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| TKC | TURKCELL ILETISIM | $3,227 | 0.00% | 535 | 445 | 494.4% | $2,684 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $3,203 | 0.00% | 79 | 79 | — | $3,203 | 新建仓 |
| SAFE | SAFEHOLD INC | $3,194 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $3,185 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW | $3,180 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $3,127 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SSYS | STRATASYS LTD | $3,124 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $3,112 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $3,102 | 0.00% | 130 | 121 | 1,344.4% | $2,887 | 加仓 |
| TIMB | TIM S A | $3,100 | 0.00% | 117 | 92 | 368.0% | $2,438 | 加仓 |
| CLS | CELESTICA INC | $3,099 | 0.00% | 11 | 9 | 450.0% | $2,536 | 加仓 |
| RECS | COLUMBIA ETF TR I | $3,080 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $3,080 | 0.00% | 33 | 10 | 43.5% | $933 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $3,063 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CARS | CARS COM INC | $3,054 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $3,039 | 0.00% | 25 | 5 | 25.0% | $608 | 加仓 |
| CMS | CMS ENERGY CORP | $3,026 | 0.00% | 39 | -6 | -13.3% | -$466 | 减仓 |
| — | KRANESHARES TRUST | $3,026 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $3,026 | 0.00% | 99 | 76 | 330.4% | $2,323 | 加仓 |
| HAS | HASBRO INC | $2,996 | 0.00% | 32 | 0 | 0.0% | — | 不变 |