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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $3.93万 | 0.00% | 157 | 133 | 554.2% | $3.33万 | 加仓 |
| D | DOMINION ENERGY INC | $3.96万 | 0.00% | 641 | -80 | -11.1% | -$4,946 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $4.00万 | 0.00% | 273 | 158 | 137.4% | $2.32万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $4.02万 | 0.00% | 4,400 | 4,200 | 2,100.0% | $3.83万 | 加仓 |
| WDFC | WD 40 CO | $4.08万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $4.11万 | 0.00% | 650 | 650 | — | $4.11万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $4.14万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $4.16万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4.17万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $4.24万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $4.25万 | 0.00% | 199 | 23 | 13.1% | $4,914 | 加仓 |
| L | LOEWS CORP | $4.27万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $4.28万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $4.37万 | 0.00% | 669 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $4.37万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $4.42万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $4.49万 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $4.52万 | 0.00% | 436 | 230 | 111.7% | $2.39万 | 加仓 |
| CCJ | CAMECO CORP | $4.56万 | 0.00% | 420 | 245 | 140.0% | $2.66万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $4.57万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $4.59万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $4.61万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $4.64万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $4.65万 | 0.00% | 631 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4.70万 | 0.00% | 1,710 | -479 | -21.9% | -$1.32万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4.71万 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $4.72万 | 0.00% | 981 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $4.85万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $4.88万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $4.89万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $4.89万 | 0.01% | 635 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $4.89万 | 0.01% | 360 | 40 | 12.5% | $5,439 | 加仓 |
| Q | QNITY ELECTRONICS INC | $4.90万 | 0.01% | 425 | -7 | -1.6% | -$808 | 减仓 |
| GL | GLOBE LIFE INC | $4.93万 | 0.01% | 354 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $4.95万 | 0.01% | 1,911 | 1,007 | 111.4% | $2.61万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.99万 | 0.01% | 1,300 | 1,300 | — | $4.99万 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO | $5.01万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $5.02万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $5.10万 | 0.01% | 2,040 | 762 | 59.6% | $1.91万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5.11万 | 0.01% | 325 | -17 | -5.0% | -$2,674 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $5.16万 | 0.01% | 456 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $5.23万 | 0.01% | 249 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $5.25万 | 0.01% | 549 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $5.26万 | 0.01% | 3,645 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $5.27万 | 0.01% | 8 | 8 | — | $5.27万 | 新建仓 |
| — | HONEYWELL INTL INC | $5.29万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $5.44万 | 0.01% | 3,787 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5.47万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $5.50万 | 0.01% | 778 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5.51万 | 0.01% | 1,249 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $5.66万 | 0.01% | 2,004 | 2,004 | — | $5.66万 | 新建仓 |
| BP | BP PLC | $5.69万 | 0.01% | 1,210 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $5.82万 | 0.01% | 494 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $5.91万 | 0.01% | 4,212 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $5.93万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $6.09万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $6.12万 | 0.01% | 373 | 28 | 8.1% | $4,596 | 加仓 |
| OKTA | OKTA INC | $6.26万 | 0.01% | 795 | 345 | 76.7% | $2.72万 | 加仓 |
| TRMK | TRUSTMARK CORP | $6.32万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $6.34万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $6.40万 | 0.01% | 1,536 | -100 | -6.1% | -$4,165 | 减仓 |
| NET | CLOUDFLARE INC | $6.46万 | 0.01% | 313 | 213 | 213.0% | $4.40万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $6.51万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $6.67万 | 0.01% | 1,418 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $6.80万 | 0.01% | 502 | -77 | -13.3% | -$1.04万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $7.00万 | 0.01% | 1,528 | -14 | -0.9% | -$641 | 减仓 |
| TGT | TARGET CORP | $7.06万 | 0.01% | 583 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $7.16万 | 0.01% | 1,271 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEP CORP MICH | $7.20万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $7.22万 | 0.01% | 561 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $7.25万 | 0.01% | 588 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $7.31万 | 0.01% | 2,303 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $7.36万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $7.40万 | 0.01% | 1,637 | -31 | -1.9% | -$1,402 | 减仓 |
| IAU | ISHARES GOLD TR | $7.49万 | 0.01% | 850 | -28 | -3.2% | -$2,468 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $7.50万 | 0.01% | 1,001 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $7.64万 | 0.01% | 221 | -385 | -63.5% | -$13.31万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $7.76万 | 0.01% | 1,440 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $7.90万 | 0.01% | 1,559 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $7.97万 | 0.01% | 2,598 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $8.12万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $8.15万 | 0.01% | 1,126 | -15 | -1.3% | -$1,085 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $8.17万 | 0.01% | 1,223 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $8.32万 | 0.01% | 588 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $8.47万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $8.48万 | 0.01% | 982 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $8.60万 | 0.01% | 1,178 | -56 | -4.5% | -$4,090 | 减仓 |
| COP | CONOCOPHILLIPS | $8.63万 | 0.01% | 654 | 38 | 6.2% | $5,016 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $8.64万 | 0.01% | 1,067 | -52 | -4.6% | -$4,209 | 减仓 |
| IJJ | ISHARES TR | $8.74万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $8.94万 | 0.01% | 1,776 | 360 | 25.4% | $1.81万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $8.99万 | 0.01% | 515 | 45 | 9.6% | $7,858 | 加仓 |
| HYD | VANECK ETF TRUST | $9.01万 | 0.01% | 1,796 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC | $9.13万 | 0.01% | 5,792 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $9.28万 | 0.01% | 868 | -100 | -10.3% | -$1.07万 | 减仓 |
| IEMG | ISHARES INC | $9.28万 | 0.01% | 1,331 | -71 | -5.1% | -$4,951 | 减仓 |
| XYZ | BLOCK INC | $9.37万 | 0.01% | 1,557 | -143 | -8.4% | -$8,606 | 减仓 |
| SGOL | ETFS GOLD TR | $9.37万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $9.54万 | 0.01% | 2,498 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $9.58万 | 0.01% | 2,532 | 0 | 0.0% | — | 不变 |