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 |
|---|---|---|---|---|---|---|---|---|
| USPH | U S PHYSICAL THERAPY | $0 | 0.00% | 0 | -1,001 | -100.0% | -$7.50万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -1,911 | -100.0% | -$4.95万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP | $0 | 0.00% | 0 | -257 | -100.0% | -$4.42万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -650 | -100.0% | -$4.11万 | 清仓 |
| SM | SM ENERGY COMPANY | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.12万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -3,322 | -100.0% | -$2.81万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -247 | -100.0% | -$2.45万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -19 | -100.0% | -$2.08万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1.56万 | 清仓 |
| KBH | KB HOME | $0 | 0.00% | 0 | -300 | -100.0% | -$1.55万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -45 | -100.0% | -$1.52万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -200 | -100.0% | -$9,686 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -52 | -100.0% | -$7,818 | 清仓 |
| METC | RAMACO RES INC | $0 | 0.00% | 0 | -497 | -100.0% | -$7,684 | 清仓 |
| CX | CEMEX SA EURO MTN BE 144A | $0 | 0.00% | 0 | -434 | -100.0% | -$4,965 | 清仓 |
| AMX | AMERICA MOVIL SAB DE CV | $0 | 0.00% | 0 | -160 | -100.0% | -$4,077 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$2,591 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -3 | -100.0% | -$2,318 | 清仓 |
| CALY | CALLAWAY GOLF CO | $0 | 0.00% | 0 | -120 | -100.0% | -$1,666 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -130 | -100.0% | -$862 | 清仓 |
| UAA | UNDER ARMOUR INC | $0 | 0.00% | 0 | -40 | -100.0% | -$237 | 清仓 |
| — | RAMACO RES INC | $0 | 0.00% | 0 | -17 | -100.0% | -$174 | 清仓 |
| — | DSS INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | IMPACT BIOMEDICAL INC | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| — | AURORA CANNABIS INC | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $4 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AQN | ALGONQUIN POWER & UTILITIES | $12 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $16 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $19 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $24 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $27 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $30 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $33 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $33 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | SNDL INC | $34 | 0.00% | 25 | 25 | — | $34 | 新建仓 |
| EMBC | EMBECTA CORP | $43 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $60 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AQUA METALS INC | $64 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR INC | $81 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | RENT THE RUNWAY INC | $82 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $89 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $97 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $98 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $102 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $107 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $117 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $127 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $133 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $136 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | STAR HLDGS | $156 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $162 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $174 | 0.00% | 6 | 6 | — | $174 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $186 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $267 | 0.00% | 7 | 7 | — | $267 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $333 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES LTD | $337 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $352 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $360 | 0.00% | 3 | 3 | — | $360 | 新建仓 |
| GTX | GARRETT MOTION INC | $363 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $373 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC | $409 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| FLGT | FULGENT GENETICS INC | $411 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $411 | 0.00% | 3 | -38 | -92.7% | -$5,206 | 重新持有 |
| ENPH | ENPHASE ENERGY INC | $444 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $546 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ALARUM TECHNOLOGIES LTD | $555 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $666 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ORC | ORCHID IS CAP INC | $697 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $765 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $817 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $818 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $861 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $872 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $876 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $912 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $913 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC | $919 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $924 | 0.00% | 25 | 25 | — | $924 | 新建仓 |
| AGNT | AGNT INC | $942 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $994 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $1,025 | 0.00% | 500 | 500 | — | $1,025 | 新建仓 |
| PNR | PENTAIR PLC | $1,074 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BKMI | BNY MELLON ETF TRUST II | $1,085 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $1,105 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $1,127 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| — | SOHU COM LTD | $1,212 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $1,236 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| — | BEAM GLOBAL | $1,300 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $1,342 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $1,347 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $1,385 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $1,500 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $1,509 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| BMOP | BNY MELLON ETF TRUST II | $1,589 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $1,656 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $1,716 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PTLO | PORTILLOS INC | $1,811 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $1,839 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $1,878 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,902 | 0.00% | 18 | 0 | 0.0% | — | 不变 |