Center for Financial Planning, Inc.
SOUTHFIED MI · SEC CIK 0001803557
$9.58亿2026Q1 申报市值
657持仓数
76.4%前十大占比 · 第一大 33.9%
33 / 77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
SPDW 加仓+$7,355.76万
AGG 加仓+$225.96万
VOO 加仓+$171.44万
MSFT 加仓+$95.39万
VO 加仓+$79.00万
2026Q1 卖出最多 按季末市值估算
IEFA 减仓-$6,021.84万
FSIG 减仓-$43.95万
VBR 减仓-$33.37万
MDT 减仓-$30.43万
USB 减仓-$29.26万
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 |
|---|---|---|---|---|---|---|---|---|
| FISV | FISERV INC | $0 | 0.00% | 0 | -1,681 | -100.0% | -$11.29万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -528 | -100.0% | -$9.72万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -145 | -100.0% | -$8.32万 | 清仓 |
| MFM | MFS MUN INCOME TR | $0 | 0.00% | 0 | -15,000 | -100.0% | -$8.14万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -300 | -100.0% | -$7.23万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$5.78万 | 清仓 |
| EGP | EASTGROUP PPTYS INC | $0 | 0.00% | 0 | -300 | -100.0% | -$5.34万 | 清仓 |
| — | MFS INVT GRADE MUN TR | $0 | 0.00% | 0 | -4,589 | -100.0% | -$3.65万 | 清仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.97万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -165 | -100.0% | -$2.56万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -289 | -100.0% | -$2.51万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$2.27万 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -1,164 | -100.0% | -$2.22万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -174 | -100.0% | -$2.08万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -564 | -100.0% | -$1.31万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -510 | -100.0% | -$1.31万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -105 | -100.0% | -$9,578 | 清仓 |
| BCD | ABRDN ETFS | $0 | 0.00% | 0 | -305 | -100.0% | -$9,443 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -103 | -100.0% | -$8,884 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -138 | -100.0% | -$8,392 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -86 | -100.0% | -$8,281 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -112 | -100.0% | -$8,230 | 清仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -208 | -100.0% | -$7,877 | 清仓 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | -135 | -100.0% | -$7,690 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -100 | -100.0% | -$6,540 | 清仓 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | $0 | 0.00% | 0 | -323 | -100.0% | -$6,244 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -252 | -100.0% | -$6,021 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -133 | -100.0% | -$5,793 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -68 | -100.0% | -$5,455 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -58 | -100.0% | -$5,301 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -65 | -100.0% | -$5,249 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -32 | -100.0% | -$5,227 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -15 | -100.0% | -$5,145 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$5,119 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -58 | -100.0% | -$5,056 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -38 | -100.0% | -$4,673 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -61 | -100.0% | -$4,496 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -107 | -100.0% | -$4,294 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -17 | -100.0% | -$4,289 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -50 | -100.0% | -$4,141 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -56 | -100.0% | -$3,575 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -34 | -100.0% | -$3,457 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -29 | -100.0% | -$3,254 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -31 | -100.0% | -$3,126 | 清仓 |
| BAI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -90 | -100.0% | -$2,997 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -41 | -100.0% | -$2,847 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -72 | -100.0% | -$2,777 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -38 | -100.0% | -$2,762 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -31 | -100.0% | -$2,701 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -20 | -100.0% | -$2,007 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -20 | -100.0% | -$1,905 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -36 | -100.0% | -$1,900 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -7 | -100.0% | -$1,753 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -8 | -100.0% | -$1,718 | 清仓 |
| NATL | NCR ATLEOS CORPORATION | $0 | 0.00% | 0 | -44 | -100.0% | -$1,677 | 清仓 |
| MRP | MILLROSE PPTYS INC | $0 | 0.00% | 0 | -52 | -100.0% | -$1,554 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -30 | -100.0% | -$1,501 | 清仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $0 | 0.00% | 0 | -70 | -100.0% | -$1,074 | 清仓 |
| VYX | NCR VOYIX CORPORATION | $0 | 0.00% | 0 | -88 | -100.0% | -$898 | 清仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -17 | -100.0% | -$369 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -22 | -100.0% | -$349 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10 | -100.0% | -$265 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$235 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -58 | -100.0% | -$216 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | -3 | -100.0% | -$184 | 清仓 |
| GEO | GEO GROUP INC NEW | $0 | 0.00% | 0 | -11 | -100.0% | -$178 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -10 | -100.0% | -$164 | 清仓 |
| CRON | CRONOS GROUP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$132 | 清仓 |
| JBLU | JETBLUE AWYS CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$114 | 清仓 |
| UNIT | UNITI GROUP LLC | $0 | 0.00% | 0 | -15 | -100.0% | -$106 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$105 | 清仓 |
| VC | VISTEON CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$96 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -5 | -100.0% | -$83 | 清仓 |
| KSS | KOHLS CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$82 | 清仓 |
| CC | CHEMOURS CO | $0 | 0.00% | 0 | -6 | -100.0% | -$71 | 清仓 |
| AMC | AMC ENTMT HLDGS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$2 | 清仓 |
| — | DSS INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | IMPACT BIOMEDICAL INC | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| EVGO | EVGO INC | $4 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AQN | ALGONQUIN POWER & UTILITIES | $13 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $16 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $17 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $24 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $26 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $31 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $39 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $40 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $60 | 0.00% | 10 | -298 | -96.8% | -$1,788 | 减仓 |
| CSIQ | CANADIAN SOLAR INC | $70 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $87 | 0.00% | 1 | -56 | -98.2% | -$4,872 | 减仓 |
| — | BEYOND MEAT INC | $95 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| — | AQUA METALS INC | $95 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $96 | 0.00% | 1 | -110 | -99.1% | -$1.06万 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $103 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $115 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $120 | 0.00% | 2 | 0 | 0.0% | — | 不变 |