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 |
|---|---|---|---|---|---|---|---|---|
| XLC | SELECT SECTOR SPDR TR | $1.12万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1.12万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | CARECLOUD INC | $1.14万 | 0.00% | 5,390 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $1.15万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.16万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $1.18万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.19万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $1.21万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $1.22万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.23万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1.24万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $1.24万 | 0.00% | 2,000 | -40 | -2.0% | -$249 | 减仓 |
| LIT | GLOBAL X FDS | $1.24万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $1.26万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO | $1.27万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| NGL | NGL ENERGY PARTNERS LP | $1.27万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $1.32万 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $1.34万 | 0.00% | 170 | -200 | -54.1% | -$1.58万 | 减仓 |
| SBUX | STARBUCKS CORP | $1.34万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $1.35万 | 0.00% | 64 | -898 | -93.3% | -$18.91万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.35万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $1.37万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $1.38万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $1.39万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $1.41万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $1.41万 | 0.00% | 1,582 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $1.43万 | 0.00% | 1,324 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $1.45万 | 0.00% | 566 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1.45万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1.46万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $1.47万 | 0.00% | 1,094 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.47万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $1.48万 | 0.00% | 1,104 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1.49万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $1.53万 | 0.00% | 363 | 98 | 37.0% | $4,134 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $1.54万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $1.55万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $1.55万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1.56万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $1.58万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| MBWM | MERCANTILE BK CORP | $1.62万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.65万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.66万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $1.66万 | 0.00% | 3,510 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $1.68万 | 0.00% | 100 | 100 | — | $1.68万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.70万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $1.72万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $1.73万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $1.75万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $1.76万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $1.79万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| HGTY | HAGERTY INC | $1.79万 | 0.00% | 1,503 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1.83万 | 0.00% | 1,856 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $1.84万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1.84万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1.86万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.86万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC | $1.89万 | 0.00% | 1,134 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.90万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $1.91万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.92万 | 0.00% | 178 | 100 | 128.2% | $1.08万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1.92万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $1.92万 | 0.00% | 2,084 | 0 | 0.0% | — | 不变 |
| — | RE/MAX HLDGS INC | $1.97万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.98万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.98万 | 0.00% | 309 | 7 | 2.3% | $448 | 加仓 |
| AIZ | ASSURANT INC | $2.01万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| GDRX | GOODRX HLDGS INC | $2.02万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| LOB | LIVE OAK BANCSHARES INC | $2.04万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $2.05万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.08万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2.11万 | 0.00% | 467 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2.16万 | 0.00% | 527 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $2.19万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $2.24万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $2.25万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2.26万 | 0.00% | 1,305 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC | $2.31万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $2.32万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $2.34万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.40万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.49万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $2.50万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $2.52万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $2.59万 | 0.00% | 117 | 117 | — | $2.59万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $2.59万 | 0.00% | 340 | -140 | -29.2% | -$1.07万 | 减仓 |
| ITT | ITT INC | $2.63万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2.63万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2.63万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $2.67万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $2.68万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $2.70万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $2.74万 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $2.76万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $2.80万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2.83万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2.85万 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $2.88万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $2.88万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $2.92万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |