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 |
|---|---|---|---|---|---|---|---|---|
| CAG | CONAGRA BRANDS INC | $5,487 | 0.00% | 349 | -100 | -22.3% | -$1,572 | 减仓 |
| WAB | WABTEC | $5,748 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $5,775 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $5,850 | 0.00% | 300 | 300 | — | $5,850 | 新建仓 |
| — | BANK AMERICA CORP | $5,958 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $5,965 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $6,000 | 0.00% | 2,000 | 1,000 | 100.0% | $3,000 | 加仓 |
| LOW | LOWES COS INC | $6,185 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $6,478 | 0.00% | 479 | -72 | -13.1% | -$974 | 减仓 |
| HTFL | HEARTFLOW INC | $6,521 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $6,606 | 0.00% | 143 | -56 | -28.1% | -$2,587 | 减仓 |
| NEAR | ISHARES U S ETF TR | $6,660 | 0.00% | 131 | 131 | — | $6,660 | 新建仓 |
| SAP | SAP SE | $6,678 | 0.00% | 39 | -59 | -60.2% | -$1.01万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $6,750 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $7,138 | 0.00% | 7 | -3 | -30.0% | -$3,059 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $7,211 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $7,431 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $7,588 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $7,684 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $7,696 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $7,760 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $7,818 | 0.00% | 52 | 52 | — | $7,818 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $8,054 | 0.00% | 200 | 200 | — | $8,054 | 新建仓 |
| SHOP | SHOPIFY INC | $8,304 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC | $8,472 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $8,484 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $8,624 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $8,687 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $8,988 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $9,005 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $9,049 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $9,085 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $9,119 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $9,237 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $9,360 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $9,480 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $9,609 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $9,644 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $9,686 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $9,720 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| NGL | NGL ENERGY PARTNERS LP | $9,864 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $9,908 | 0.00% | 3,058 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $9,917 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $9,982 | 0.00% | 91 | 91 | — | $9,982 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1.01万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $1.03万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.04万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.07万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.07万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1.08万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $1.08万 | 0.00% | 265 | 130 | 96.3% | $5,297 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.08万 | 0.00% | 292 | 292 | — | $1.08万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $1.09万 | 0.00% | 113 | -30 | -21.0% | -$2,894 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.09万 | 0.00% | 132 | -6 | -4.3% | -$496 | 减仓 |
| CART | MAPLEBEAR INC | $1.11万 | 0.00% | 295 | 95 | 47.5% | $3,559 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.11万 | 0.00% | 467 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $1.12万 | 0.00% | 480 | 480 | — | $1.12万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.14万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | RE/MAX HLDGS INC | $1.15万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $1.16万 | 0.00% | 105 | 105 | — | $1.16万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.17万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.17万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $1.18万 | 0.00% | 1,094 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $1.18万 | 0.00% | 2,040 | 40 | 2.0% | $232 | 加仓 |
| LIT | GLOBAL X FDS | $1.18万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $1.19万 | 0.00% | 1,975 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $1.22万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.22万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $1.23万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $1.23万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.23万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $1.24万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $1.31万 | 0.00% | 1,582 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1.31万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1.31万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $1.34万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $1.34万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $1.35万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $1.36万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $1.36万 | 0.00% | 1,324 | 0 | 0.0% | — | 不变 |
| GDRX | GOODRX HLDGS INC | $1.37万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $1.39万 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $1.40万 | 0.00% | 281 | 281 | — | $1.40万 | 新建仓 |
| LQD | ISHARES TR | $1.41万 | 0.00% | 129 | -54 | -29.5% | -$5,886 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.42万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MBWM | MERCANTILE BK CORP | $1.43万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.47万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $1.48万 | 0.00% | 4,077 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $1.50万 | 0.00% | 1,104 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO | $1.50万 | 0.00% | 480 | 480 | — | $1.50万 | 新建仓 |
| AME | AMETEK INC | $1.52万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $1.52万 | 0.00% | 45 | 45 | — | $1.52万 | 新建仓 |
| C | CITIGROUP INC | $1.54万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $1.55万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $1.56万 | 0.00% | 9 | 9 | — | $1.56万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.57万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| HGTY | HAGERTY INC | $1.58万 | 0.00% | 1,503 | 1,500 | 50,000.0% | $1.58万 | 加仓 |
| ICSH | ISHARES TR | $1.58万 | 0.00% | 313 | 125 | 66.5% | $6,328 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.60万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.63万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |