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 |
|---|---|---|---|---|---|---|---|---|
| — | BITWISE ETHEREUM ETF | $2.93万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR | $2.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $2.95万 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $3.00万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $3.01万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $3.04万 | 0.00% | 1,403 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3.04万 | 0.00% | 653 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $3.06万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $3.12万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $3.14万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $3.22万 | 0.00% | 951 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $3.25万 | 0.00% | 481 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $3.29万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $3.31万 | 0.00% | 1,542 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC | $3.32万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $3.38万 | 0.00% | 1,521 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC | $3.39万 | 0.00% | 2,544 | 2,544 | — | $3.39万 | 新建仓 |
| URI | UNITED RENTALS INC | $3.40万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $3.42万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $3.49万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $3.51万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE NATL MUN OPPORT | $3.52万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $3.53万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $3.57万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE MUN INCOME TERM | $3.60万 | 0.00% | 1,920 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $3.67万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| KF | KOREA FD INC | $3.76万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $3.77万 | 0.00% | 695 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3.81万 | 0.00% | 469 | -598 | -56.0% | -$4.85万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $3.89万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $3.89万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $3.95万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $3.99万 | 0.00% | 3,158 | 100 | 3.3% | $1,265 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4.00万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $4.01万 | 0.00% | 1,449 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $4.15万 | 0.00% | 960 | -677 | -41.4% | -$2.92万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $4.15万 | 0.00% | 124 | -33 | -21.0% | -$1.10万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $4.17万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $4.18万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $4.20万 | 0.00% | 4,795 | 395 | 9.0% | $3,456 | 加仓 |
| ASAN | ASANA INC | $4.20万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $4.20万 | 0.00% | 1,536 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $4.21万 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $4.26万 | 0.00% | 1,030 | -746 | -42.0% | -$3.08万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.26万 | 0.00% | 365 | -575 | -61.2% | -$6.71万 | 减仓 |
| IWD | ISHARES TR | $4.27万 | 0.00% | 176 | -23 | -11.6% | -$5,576 | 减仓 |
| CCJ | CAMECO CORP | $4.28万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $4.31万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.33万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $4.33万 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $4.34万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $4.38万 | 0.00% | 641 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $4.40万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $4.43万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $4.47万 | 0.00% | 1,210 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $4.50万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $4.53万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $4.53万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| ALTG | ALTA EQUIPMENT GROUP INC | $4.56万 | 0.00% | 7,044 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4.56万 | 0.00% | 1,710 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4.59万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $4.63万 | 0.00% | 631 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $4.74万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $4.77万 | 0.00% | 537 | 537 | — | $4.77万 | 新建仓 |
| DE | DEERE & CO | $4.82万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $4.84万 | 0.00% | 634 | 350 | 123.2% | $2.67万 | 加仓 |
| WDFC | WD 40 CO | $4.87万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $4.91万 | 0.00% | 200 | -113 | -36.1% | -$2.77万 | 减仓 |
| HON | HONEYWELL INTL INC | $5.04万 | 0.00% | 217 | -17 | -7.3% | -$3,948 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $5.04万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $5.05万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $5.08万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC | $5.09万 | 0.00% | 2,756 | 2,756 | — | $5.09万 | 新建仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $5.12万 | 0.00% | 981 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $5.16万 | 0.00% | 669 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $5.21万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $5.24万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| CHEF | CHEFS WHSE INC | $5.29万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $5.34万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $5.38万 | 0.01% | 597 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $5.39万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $5.41万 | 0.01% | 755 | 120 | 18.9% | $8,592 | 加仓 |
| CCL | CARNIVAL CORP LTD | $5.46万 | 0.01% | 1,911 | 1,911 | — | $5.46万 | 新建仓 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $5.51万 | 0.01% | 4,550 | 4,550 | — | $5.51万 | 新建仓 |
| IOO | ISHARES TR | $5.52万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $5.56万 | 0.01% | 987 | 449 | 83.5% | $2.53万 | 加仓 |
| GLW | CORNING INC | $5.62万 | 0.01% | 220 | -140 | -38.9% | -$3.58万 | 减仓 |
| ESGD | ISHARES TR | $5.64万 | 0.01% | 549 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $5.93万 | 0.01% | 139 | -32 | -18.7% | -$1.36万 | 减仓 |
| IONQ | IONQ INC | $5.99万 | 0.01% | 1,125 | 1,125 | — | $5.99万 | 新建仓 |
| COP | CONOCOPHILLIPS | $6.01万 | 0.01% | 578 | -76 | -11.6% | -$7,901 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $6.03万 | 0.01% | 207 | -14 | -6.3% | -$4,075 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6.06万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $6.09万 | 0.01% | 4,555 | 768 | 20.3% | $1.03万 | 加仓 |
| KR | KROGER CO | $6.25万 | 0.01% | 1,126 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $6.29万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $6.33万 | 0.01% | 354 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $6.37万 | 0.01% | 345 | 345 | — | $6.37万 | 新建仓 |
| IAU | ISHARES GOLD TR | $6.42万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $6.53万 | 0.01% | 230 | 39 | 20.4% | $1.11万 | 加仓 |