Center for Financial Planning, Inc.
SOUTHFIED MI · SEC CIK 0001803557
$10.70亿2026Q2 申报市值
665持仓数
77.2%前十大占比 · 第一大 35.3%
28 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$342.86万
AGG 加仓+$298.21万
SPDW 加仓+$280.94万
VWO 加仓+$84.38万
VO 加仓+$57.33万
2026Q2 卖出最多 按季末市值估算
DAL 减仓-$48.47万
AMAT 减仓-$37.54万
AMD 减仓-$31.95万
IEFA 减仓-$19.03万
STE 减仓-$18.91万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3.77亿 | 35.26% | 549,217 | 4,992 | 0.9% | $342.86万 | 加仓 |
| AGG | ISHARES TR | $1.07亿 | 10.03% | 1,083,836 | 30,128 | 2.9% | $298.21万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $8,401.10万 | 7.85% | 1,667,215 | 55,753 | 3.5% | $280.94万 | 加仓 |
| VB | VANGUARD INDEX FDS | $7,794.44万 | 7.29% | 257,140 | 1,748 | 0.7% | $52.99万 | 加仓 |
| VO | VANGUARD INDEX FDS | $5,464.83万 | 5.11% | 678,271 | 7,115 | 1.1% | $57.33万 | 加仓 |
| IEFA | ISHARES TR | $4,188.33万 | 3.91% | 433,664 | -1,970 | -0.5% | -$19.03万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,534.76万 | 3.30% | 592,187 | 14,137 | 2.4% | $84.38万 | 加仓 |
| QUAL | ISHARES TR | $1,970.89万 | 1.84% | 89,819 | -751 | -0.8% | -$16.48万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,422.82万 | 1.33% | 19 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $1,361.10万 | 1.27% | 56,015 | 251 | 0.5% | $6.10万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,121.61万 | 1.05% | 131,198 | -64 | -0.0% | -$5,471 | 减仓 |
| MSFT | MICROSOFT CORP | $983.46万 | 0.92% | 26,365 | -98 | -0.4% | -$3.66万 | 减仓 |
| AAPL | APPLE INC | $925.97万 | 0.87% | 32,001 | 173 | 0.5% | $5.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $763.29万 | 0.71% | 15,254 | 140 | 0.9% | $7.01万 | 加仓 |
| GOOG | ALPHABET INC | $691.36万 | 0.65% | 19,567 | 25 | 0.1% | $8,833 | 加仓 |
| AMZN | AMAZON COM INC | $601.09万 | 0.56% | 25,220 | 415 | 1.7% | $9.89万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $565.41万 | 0.53% | 17,273 | -82 | -0.5% | -$2.68万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $456.62万 | 0.43% | 53,009 | -385 | -0.7% | -$3.32万 | 减仓 |
| ABBV | ABBVIE INC | $437.84万 | 0.41% | 17,400 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $435.00万 | 0.41% | 28,194 | -352 | -1.2% | -$5.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $401.12万 | 0.37% | 15,794 | -120 | -0.8% | -$3.05万 | 减仓 |
| VGT | VANGUARD WORLD FD | $391.92万 | 0.37% | 32,791 | 311 | 1.0% | $3.72万 | 加仓 |
| AVGO | BROADCOM INC | $376.99万 | 0.35% | 9,980 | 228 | 2.3% | $8.61万 | 加仓 |
| IJH | ISHARES TR | $375.17万 | 0.35% | 48,654 | -858 | -1.7% | -$6.62万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $369.31万 | 0.35% | 10,099 | -417 | -4.0% | -$15.25万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $321.19万 | 0.30% | 64,522 | -1,989 | -3.0% | -$9.90万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $318.19万 | 0.30% | 4,261 | -91 | -2.1% | -$6.80万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $303.18万 | 0.28% | 34,543 | -666 | -1.9% | -$5.85万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $293.48万 | 0.27% | 7,931 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $290.74万 | 0.27% | 19,124 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $272.80万 | 0.25% | 74,678 | 564 | 0.8% | $2.06万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $256.22万 | 0.24% | 17,472 | -962 | -5.2% | -$14.11万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $248.31万 | 0.23% | 11,394 | 52 | 0.5% | $1.13万 | 加仓 |
| MCK | MCKESSON CORP | $247.61万 | 0.23% | 3,277 | 0 | 0.0% | — | 不变 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $235.53万 | 0.22% | 124,915 | -6,855 | -5.2% | -$12.93万 | 减仓 |
| EAGG | ISHARES TR | $234.28万 | 0.22% | 49,416 | 5,956 | 13.7% | $28.24万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $218.15万 | 0.20% | 5,253 | 117 | 2.3% | $4.86万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $216.95万 | 0.20% | 6,414 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $203.72万 | 0.19% | 14,900 | -696 | -4.5% | -$9.52万 | 减仓 |
| CVX | CHEVRON CORPORATION | $203.19万 | 0.19% | 12,258 | -50 | -0.4% | -$8,288 | 减仓 |
| NVDA | NVIDIA CORPORATION | $200.57万 | 0.19% | 10,024 | -768 | -7.1% | -$15.37万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $198.89万 | 0.19% | 3,967 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $198.73万 | 0.19% | 5,779 | 3 | 0.1% | $1,032 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $197.22万 | 0.18% | 21,512 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $195.59万 | 0.18% | 13,188 | -14 | -0.1% | -$2,076 | 减仓 |
| KO | COCA COLA CO | $187.71万 | 0.18% | 23,097 | -322 | -1.4% | -$2.62万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $184.38万 | 0.17% | 20,320 | 2,660 | 15.1% | $24.14万 | 加仓 |
| PEP | PEPSICO INC | $180.06万 | 0.17% | 13,299 | -30 | -0.2% | -$4,062 | 减仓 |
| GOOGL | ALPHABET INC | $179.53万 | 0.17% | 5,024 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $172.93万 | 0.16% | 4,903 | -32 | -0.6% | -$1.13万 | 减仓 |
| ETN | EATON CORP PLC | $172.21万 | 0.16% | 4,041 | -289 | -6.7% | -$12.32万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $172.12万 | 0.16% | 2,963 | -550 | -15.7% | -$31.95万 | 减仓 |
| SYK | STRYKER CORPORATION | $159.62万 | 0.15% | 5,070 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $157.45万 | 0.15% | 10,051 | 581 | 6.1% | $9.10万 | 加仓 |
| IVV | ISHARES TR | $156.44万 | 0.15% | 2,089 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $146.91万 | 0.14% | 11,433 | -44 | -0.4% | -$5,654 | 减仓 |
| MCD | MCDONALDS CORP | $143.25万 | 0.13% | 5,300 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $133.73万 | 0.12% | 11,807 | -868 | -6.8% | -$9.83万 | 减仓 |
| QQQ | INVESCO QQQ TR | $131.52万 | 0.12% | 1,786 | 1 | 0.1% | $736 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $131.33万 | 0.12% | 5,550 | 522 | 10.4% | $12.35万 | 加仓 |
| UNP | UNION PAC CORP | $129.59万 | 0.12% | 4,764 | 8 | 0.2% | $2,176 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $125.69万 | 0.12% | 24,849 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $119.93万 | 0.11% | 7,407 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $119.74万 | 0.11% | 4,683 | -290 | -5.8% | -$7.42万 | 减仓 |
| LLY | ELI LILLY & CO | $119.34万 | 0.11% | 995 | 80 | 8.7% | $9.60万 | 加仓 |
| TSLA | TESLA INC | $116.59万 | 0.11% | 2,772 | -180 | -6.1% | -$7.57万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $113.90万 | 0.11% | 13,901 | 1,718 | 14.1% | $14.08万 | 加仓 |
| CSCO | CISCO SYS INC | $112.70万 | 0.11% | 9,595 | -283 | -2.9% | -$3.32万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $105.89万 | 0.10% | 14,862 | -290 | -1.9% | -$2.07万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $105.48万 | 0.10% | 19,523 | -102 | -0.5% | -$5,511 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $105.11万 | 0.10% | 5,810 | -135 | -2.3% | -$2.44万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $103.29万 | 0.10% | 3,819 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $103.27万 | 0.10% | 879 | -47 | -5.1% | -$5.52万 | 减仓 |
| ISTB | ISHARES TR | $100.58万 | 0.09% | 20,845 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $99.73万 | 0.09% | 6,545 | -968 | -12.9% | -$14.75万 | 减仓 |
| IWR | ISHARES TR | $98.14万 | 0.09% | 8,896 | -47 | -0.5% | -$5,185 | 减仓 |
| IWN | ISHARES TR | $97.88万 | 0.09% | 4,425 | 356 | 8.7% | $7.87万 | 加仓 |
| IWM | ISHARES TR | $95.96万 | 0.09% | 3,194 | -11 | -0.3% | -$3,305 | 减仓 |
| ARTY | ISHARES TR | $90.49万 | 0.08% | 11,882 | 4,972 | 72.0% | $37.87万 | 加仓 |
| EMR | EMERSON ELEC CO | $88.94万 | 0.08% | 6,213 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $87.86万 | 0.08% | 3,124 | -23 | -0.7% | -$6,469 | 减仓 |
| VHT | VANGUARD WORLD FD | $87.28万 | 0.08% | 2,919 | 1,044 | 55.7% | $31.22万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $85.68万 | 0.08% | 5,238 | 172 | 3.4% | $2.81万 | 加仓 |
| IJS | ISHARES TR | $83.40万 | 0.08% | 6,102 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $83.13万 | 0.08% | 2,093 | -400 | -16.0% | -$15.89万 | 减仓 |
| VDE | VANGUARD WORLD FD | $82.48万 | 0.08% | 5,494 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $80.68万 | 0.08% | 27,147 | 5,285 | 24.2% | $15.71万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $75.00万 | 0.07% | 1,527 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $74.93万 | 0.07% | 53,907 | -959 | -1.7% | -$1.33万 | 减仓 |
| OMC | OMNICOM GROUP INC | $74.54万 | 0.07% | 10,235 | 417 | 4.2% | $3.04万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $72.70万 | 0.07% | 13,216 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $72.27万 | 0.07% | 2,121 | -134 | -5.9% | -$4.57万 | 减仓 |
| META | META PLATFORMS INC | $70.81万 | 0.07% | 1,257 | -35 | -2.7% | -$1.97万 | 减仓 |
| V | VISA INC | $69.80万 | 0.07% | 2,035 | 30 | 1.5% | $1.03万 | 加仓 |
| PGR | PROGRESSIVE CORP | $69.27万 | 0.06% | 3,171 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $69.20万 | 0.06% | 19,879 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $68.94万 | 0.06% | 3,074 | 0 | 0.0% | — | 不变 |
| DAN | DANA INC | $65.30万 | 0.06% | 24,000 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $63.66万 | 0.06% | 6,797 | -5,175 | -43.2% | -$48.47万 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $62.59万 | 0.06% | 17,965 | -985 | -5.2% | -$3.43万 | 减仓 |