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 |
|---|---|---|---|---|---|---|---|---|
| AIZ | ASSURANT INC | $1.63万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $1.64万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| LOB | LIVE OAK BANCSHARES INC | $1.65万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC | $1.66万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1.67万 | 0.00% | 1,856 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC | $1.69万 | 0.00% | 1,134 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $1.69万 | 0.00% | 116 | -95 | -45.0% | -$1.38万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1.73万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $1.74万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $1.75万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $1.79万 | 0.00% | 566 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $1.81万 | 0.00% | 3,510 | -50 | -1.4% | -$259 | 减仓 |
| TTE | TOTALENERGIES SE | $1.82万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.82万 | 0.00% | 94 | -10 | -9.6% | -$1,941 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1.84万 | 0.00% | 65 | -50 | -43.5% | -$1.42万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $1.87万 | 0.00% | 2,084 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $1.88万 | 0.00% | 200 | -55 | -21.6% | -$5,168 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.96万 | 0.00% | 1,305 | 1,240 | 1,907.7% | $1.87万 | 加仓 |
| — | CARECLOUD INC | $1.97万 | 0.00% | 5,390 | 0 | 0.0% | — | 不变 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $1.98万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.98万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $1.99万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $2.00万 | 0.00% | 533 | -4,000 | -88.2% | -$15.03万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $2.01万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $2.04万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $2.06万 | 0.00% | 284 | -838 | -74.7% | -$6.09万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.08万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $2.10万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $2.11万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $2.12万 | 0.00% | 284 | 198 | 230.2% | $1.48万 | 加仓 |
| SMH | VANECK ETF TRUST | $2.15万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.15万 | 0.00% | 302 | -14 | -4.4% | -$997 | 减仓 |
| P | EVERPURE INC | $2.18万 | 0.00% | 370 | 200 | 117.6% | $1.18万 | 加仓 |
| URI | UNITED RENTALS INC | $2.19万 | 0.00% | 30 | -30 | -50.0% | -$2.19万 | 减仓 |
| KF | KOREA FD INC | $2.25万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $2.26万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $2.26万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $2.37万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2.37万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2.38万 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.40万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $2.41万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $2.42万 | 0.00% | 500 | -30 | -5.7% | -$1,450 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.45万 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $2.50万 | 0.00% | 538 | 538 | — | $2.50万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $2.51万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $2.53万 | 0.00% | 1,542 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $2.53万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $2.58万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $2.60万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $2.68万 | 0.00% | 78 | -15 | -16.1% | -$5,148 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $2.69万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $2.70万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $2.72万 | 0.00% | 2,530 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2.72万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $2.73万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.76万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $2.77万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $2.77万 | 0.00% | 951 | 951 | — | $2.77万 | 新建仓 |
| NOW | SERVICENOW INC | $2.77万 | 0.00% | 265 | -725 | -73.2% | -$7.58万 | 减仓 |
| NKE | NIKE INC | $2.78万 | 0.00% | 527 | 187 | 55.0% | $9,878 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $2.81万 | 0.00% | 3,322 | 1,805 | 119.0% | $1.53万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $2.85万 | 0.00% | 481 | -32 | -6.2% | -$1,895 | 减仓 |
| DON | WISDOMTREE TR | $2.90万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $2.93万 | 0.00% | 610 | -7 | -1.1% | -$336 | 减仓 |
| BOX | BOX INC | $2.96万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $2.96万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $2.99万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $3.08万 | 0.00% | 1,403 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $3.12万 | 0.00% | 1,000 | 1,000 | — | $3.12万 | 新建仓 |
| MAS | MASCO CORP | $3.12万 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.13万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $3.18万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3.20万 | 0.00% | 653 | -143 | -18.0% | -$7,010 | 减仓 |
| NVS | NOVARTIS AG | $3.21万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $3.26万 | 0.00% | 480 | 340 | 242.9% | $2.31万 | 加仓 |
| CHEF | CHEFS WHSE INC | $3.27万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $3.28万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $3.38万 | 0.00% | 1,521 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $3.41万 | 0.00% | 500 | -250 | -33.3% | -$1.70万 | 减仓 |
| — | EATON VANCE NATL MUN OPPORT | $3.42万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.47万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $3.51万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE MUN INCOME TERM | $3.53万 | 0.00% | 1,920 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $3.53万 | 0.00% | 450 | -610 | -57.5% | -$4.78万 | 减仓 |
| KMX | CARMAX INC | $3.53万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $3.58万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $3.59万 | 0.00% | 1,449 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $3.60万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $3.64万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $3.65万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $3.65万 | 0.00% | 1,537 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $3.73万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $3.76万 | 0.00% | 695 | 0 | 0.0% | — | 不变 |
| ALTG | ALTA EQUIPMENT GROUP INC | $3.78万 | 0.00% | 7,044 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $3.79万 | 0.00% | 2,503 | 112 | 4.7% | $1,695 | 加仓 |
| ASAN | ASANA INC | $3.84万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $3.84万 | 0.00% | 496 | 22 | 4.6% | $1,704 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $3.86万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $3.90万 | 0.00% | 2,600 | 2,600 | — | $3.90万 | 新建仓 |