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 |
|---|---|---|---|---|---|---|---|---|
| MET | METLIFE INC | $6.58万 | 0.01% | 778 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $6.65万 | 0.01% | 1,440 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $6.66万 | 0.01% | 3,088 | 585 | 23.4% | $1.26万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $6.68万 | 0.01% | 1,387 | -31 | -2.2% | -$1,494 | 减仓 |
| NVR | NVR INC | $6.81万 | 0.01% | 10 | 2 | 25.0% | $1.36万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $6.88万 | 0.01% | 507 | -1,021 | -66.8% | -$13.85万 | 减仓 |
| TRMK | TRUSTMARK CORP | $6.90万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $6.94万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $6.97万 | 0.01% | 917 | -640 | -41.1% | -$4.86万 | 减仓 |
| MP | MP MATERIALS CORP | $7.09万 | 0.01% | 1,266 | 1,266 | — | $7.09万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $7.23万 | 0.01% | 6,492 | 700 | 12.1% | $7,791 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $7.37万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $7.39万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| BILI | BILIBILI INC | $7.39万 | 0.01% | 4,338 | 4,338 | — | $7.39万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $7.40万 | 0.01% | 506 | -9 | -1.7% | -$1,316 | 减仓 |
| FE | FIRSTENERGY CORP | $7.41万 | 0.01% | 1,559 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $7.53万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| PLPC | PREFORMED LINE PRODS CO | $7.60万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $7.61万 | 0.01% | 583 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $7.63万 | 0.01% | 252 | -250 | -49.8% | -$7.57万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.72万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $7.86万 | 0.01% | 790 | 294 | 59.3% | $2.93万 | 加仓 |
| ONDS | ONDAS INC | $7.91万 | 0.01% | 9,603 | 9,603 | — | $7.91万 | 新建仓 |
| CPA | COPA HOLDINGS SA | $8.03万 | 0.01% | 516 | 516 | — | $8.03万 | 新建仓 |
| SGOL | ETFS GOLD TR | $8.03万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $8.19万 | 0.01% | 443 | -118 | -21.0% | -$2.18万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $8.24万 | 0.01% | 2,598 | 0 | 0.0% | — | 不变 |
| ARQQ | ARQIT QUANTUM INC | $8.38万 | 0.01% | 2,818 | 2,818 | — | $8.38万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $8.43万 | 0.01% | 3,732 | 1,692 | 82.9% | $3.82万 | 加仓 |
| HRB | BLOCK H & R INC | $8.77万 | 0.01% | 2,303 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $8.79万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $8.86万 | 0.01% | 2,375 | 838 | 54.5% | $3.13万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $8.87万 | 0.01% | 4,592 | 380 | 9.0% | $7,342 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $9.06万 | 0.01% | 530 | 530 | — | $9.06万 | 新建仓 |
| PPL | PPL CORP | $9.08万 | 0.01% | 2,498 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $9.09万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $9.16万 | 0.01% | 982 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $9.25万 | 0.01% | 1,796 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $9.31万 | 0.01% | 2,532 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $9.41万 | 0.01% | 1,020 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $9.51万 | 0.01% | 2,004 | 0 | 0.0% | — | 不变 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $9.54万 | 0.01% | 1,223 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $9.54万 | 0.01% | 3,978 | 333 | 9.1% | $7,989 | 加仓 |
| ESGU | ISHARES TR | $9.62万 | 0.01% | 588 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $9.63万 | 0.01% | 1,671 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $9.75万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $9.84万 | 0.01% | 4,007 | -6,074 | -60.3% | -$14.91万 | 减仓 |
| AZN | ASTRAZENECA PLC | $10.01万 | 0.01% | 528 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $10.03万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $10.21万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $10.30万 | 0.01% | 19,000 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $10.30万 | 0.01% | 755 | 261 | 52.8% | $3.56万 | 加仓 |
| CTVA | CORTEVA INC | $10.31万 | 0.01% | 1,218 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $10.33万 | 0.01% | 1,321 | -273 | -17.1% | -$2.14万 | 减仓 |
| CACI | CACI INTL INC | $10.42万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $10.53万 | 0.01% | 868 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $10.75万 | 0.01% | 1,488 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $10.79万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $10.80万 | 0.01% | 605 | 605 | — | $10.80万 | 新建仓 |
| IEMG | ISHARES INC | $10.82万 | 0.01% | 1,306 | -25 | -1.9% | -$2,071 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $11.09万 | 0.01% | 1,512 | 241 | 19.0% | $1.77万 | 加仓 |
| CLIP | GLOBAL X FDS | $11.28万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $11.46万 | 0.01% | 14,805 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $11.51万 | 0.01% | 1,287 | 109 | 9.3% | $9,745 | 加仓 |
| SNPS | SYNOPSYS INC | $11.51万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| CVSA | COVISTA INC | $11.66万 | 0.01% | 935 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $12.05万 | 0.01% | 266 | -4 | -1.5% | -$1,812 | 减仓 |
| CLS | CELESTICA INC | $12.33万 | 0.01% | 338 | -229 | -40.4% | -$8.35万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $12.39万 | 0.01% | 394 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $12.41万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $12.42万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $12.50万 | 0.01% | 1,518 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $12.66万 | 0.01% | 265 | -120 | -31.2% | -$5.73万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.67万 | 0.01% | 2,571 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $12.73万 | 0.01% | 1,086 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES TR | $13.02万 | 0.01% | 2,645 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $13.15万 | 0.01% | 1,390 | -100 | -6.7% | -$9,457 | 减仓 |
| OGE | OGE ENERGY CORP | $13.32万 | 0.01% | 2,738 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $13.43万 | 0.01% | 176 | -98 | -35.8% | -$7.48万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $13.50万 | 0.01% | 2,420 | -1,920 | -44.2% | -$10.71万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $13.50万 | 0.01% | 349 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $13.57万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $13.87万 | 0.01% | 1,341 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $13.96万 | 0.01% | 1,459 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $13.98万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FUND TRUST | $14.15万 | 0.01% | 2,650 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $14.54万 | 0.01% | 736 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $14.76万 | 0.01% | 3,079 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $14.90万 | 0.01% | 397 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $15.33万 | 0.01% | 783 | 0 | 0.0% | — | 不变 |
| VFQY | VANGUARD WELLINGTON FD | $15.33万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $15.41万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $15.47万 | 0.01% | 3,980 | -740 | -15.7% | -$2.88万 | 减仓 |
| COHR | COHERENT CORP | $15.78万 | 0.01% | 400 | -100 | -20.0% | -$3.94万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $15.99万 | 0.01% | 1,909 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $16.09万 | 0.02% | 373 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $16.25万 | 0.02% | 559 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $16.32万 | 0.02% | 1,187 | -131 | -9.9% | -$1.80万 | 减仓 |
| BBY | BEST BUY INC | $16.38万 | 0.02% | 2,159 | -2,160 | -50.0% | -$16.39万 | 减仓 |
| USB | US BANCORP | $16.64万 | 0.02% | 2,755 | -1,972 | -41.7% | -$11.91万 | 减仓 |