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 |
|---|---|---|---|---|---|---|---|---|
| FWONK | LIBERTY MEDIA CORP DEL | $1,903 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $2,093 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,111 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC | $2,144 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $2,218 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $2,271 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $2,410 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $2,457 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $2,487 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $2,526 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $2,545 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $2,559 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $2,564 | 0.00% | 120 | 100 | 500.0% | $2,137 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,583 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $2,600 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $2,613 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $2,617 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $2,786 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $2,873 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| BFLY | BUTTERFLY NETWORK INC | $2,897 | 0.00% | 344 | 344 | — | $2,897 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,975 | 0.00% | 36 | 36 | — | $2,975 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $3,014 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $3,068 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $3,225 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $3,271 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS | $3,377 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3,388 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $3,430 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $3,487 | 0.00% | 91 | -109 | -54.5% | -$4,177 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $3,490 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $3,612 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $3,813 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $4,066 | 0.00% | 40 | 40 | — | $4,066 | 新建仓 |
| TU | TELUS CORPORATION | $4,271 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $4,322 | 0.00% | 120 | -172 | -58.9% | -$6,195 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4,342 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $4,618 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $4,695 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $4,698 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $4,789 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $4,892 | 0.00% | 2,136 | -1,941 | -47.6% | -$4,445 | 减仓 |
| IVE | ISHARES TR | $4,996 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $5,014 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $5,180 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $5,218 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $5,409 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $5,724 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $5,756 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $5,772 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $5,785 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $6,011 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $6,069 | 0.00% | 51 | 51 | — | $6,069 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $6,195 | 0.00% | 168 | 168 | — | $6,195 | 新建仓 |
| WAB | WABTEC | $6,201 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $6,242 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $6,260 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $6,273 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $6,600 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $6,637 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $6,805 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $6,822 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $6,823 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| PDM | PIEDMONT REALTY TRUST INC | $6,918 | 0.00% | 756 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $7,020 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $7,602 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $7,769 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $7,828 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $7,853 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $7,864 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $7,993 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $8,052 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $8,157 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $8,175 | 0.00% | 515 | 36 | 7.5% | $571 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $8,468 | 0.00% | 25 | 25 | — | $8,468 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $8,517 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $8,667 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $8,921 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $9,009 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $9,234 | 0.00% | 195 | -100 | -33.9% | -$4,735 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $9,240 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $9,369 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $9,502 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $9,526 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $9,535 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $9,578 | 0.00% | 530 | -2,000 | -79.1% | -$3.61万 | 减仓 |
| DDOG | DATADOG INC | $9,634 | 0.00% | 37 | -465 | -92.6% | -$12.11万 | 减仓 |
| PSX | PHILLIPS 66 | $9,636 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $9,666 | 0.00% | 35 | -401 | -92.0% | -$11.07万 | 减仓 |
| ILMN | ILLUMINA INC | $9,671 | 0.00% | 55 | -533 | -90.6% | -$9.37万 | 减仓 |
| DOCS | DOXIMITY INC | $9,956 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $9,980 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $9,994 | 0.00% | 1,975 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $1.01万 | 0.00% | 74 | -721 | -90.7% | -$9.84万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.01万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $1.06万 | 0.00% | 110 | -183 | -62.5% | -$1.77万 | 重新持有 |
| REYN | REYNOLDS CONSUMER PRODS INC | $1.07万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $1.08万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $1.09万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.09万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1.11万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |