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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $9.59万 | 0.01% | 1,020 | -20 | -1.9% | -$1,880 | 减仓 |
| LSTR | LANDSTAR SYS INC | $9.62万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $9.63万 | 0.01% | 1,341 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $10.12万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $10.13万 | 0.01% | 1,671 | -133 | -7.4% | -$8,067 | 减仓 |
| CTVA | CORTEVA INC | $10.19万 | 0.01% | 1,218 | -14 | -1.1% | -$1,171 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $10.22万 | 0.01% | 349 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $10.23万 | 0.01% | 258 | 4 | 1.6% | $1,586 | 加仓 |
| ES | EVERSOURCE ENERGY | $10.31万 | 0.01% | 1,488 | -160 | -9.7% | -$1.11万 | 减仓 |
| AZN | ASTRAZENECA PLC | $10.41万 | 0.01% | 528 | 528 | — | $10.41万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $10.49万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $10.70万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| CVSA | COVISTA INC | $10.78万 | 0.01% | 935 | 595 | 175.0% | $6.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $10.80万 | 0.01% | 1,518 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $10.94万 | 0.01% | 2,571 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $11.03万 | 0.01% | 397 | 3 | 0.8% | $834 | 加仓 |
| DCH | DAUCH CORP | $11.27万 | 0.01% | 19,000 | -1,000 | -5.0% | -$5,930 | 减仓 |
| CLIP | GLOBAL X FDS | $11.28万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $11.31万 | 0.01% | 394 | -18 | -4.4% | -$5,166 | 减仓 |
| NVO | NOVO-NORDISK A S | $11.32万 | 0.01% | 3,079 | 945 | 44.3% | $3.47万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $11.37万 | 0.01% | 127 | 81 | 176.1% | $7.25万 | 加仓 |
| IDXX | IDEXX LABS INC | $11.52万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $11.78万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $11.91万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $11.91万 | 0.01% | 1,086 | -39 | -3.5% | -$4,279 | 减仓 |
| INTU | INTUIT | $12.24万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $12.24万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $12.32万 | 0.01% | 891 | 118 | 15.3% | $1.63万 | 加仓 |
| ICOP | ISHARES TR | $12.58万 | 0.01% | 2,645 | 2,645 | — | $12.58万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $13.01万 | 0.01% | 385 | 24 | 6.6% | $8,111 | 加仓 |
| OGE | OGE ENERGY CORP | $13.13万 | 0.01% | 2,738 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FUND TRUST | $13.37万 | 0.01% | 2,650 | 2,650 | — | $13.37万 | 新建仓 |
| VFQY | VANGUARD WELLINGTON FD | $13.43万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $13.56万 | 0.01% | 736 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $13.74万 | 0.01% | 14,805 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $13.75万 | 0.01% | 940 | 875 | 1,346.2% | $12.80万 | 加仓 |
| MDT | MEDTRONIC PLC | $13.81万 | 0.01% | 1,594 | -3,512 | -68.8% | -$30.43万 | 减仓 |
| NUE | NUCOR CORP | $13.90万 | 0.01% | 822 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $13.91万 | 0.01% | 559 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $13.96万 | 0.01% | 1,037 | 579 | 126.4% | $7.80万 | 加仓 |
| JBL | JABIL INC | $14.00万 | 0.01% | 527 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $14.08万 | 0.01% | 1,459 | -80 | -5.2% | -$7,720 | 减仓 |
| FRDM | EA SERIES TRUST | $14.21万 | 0.01% | 2,600 | 1,950 | 300.0% | $10.66万 | 加仓 |
| IEF | ISHARES TR | $14.22万 | 0.01% | 1,490 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $14.34万 | 0.01% | 1,909 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $14.91万 | 0.02% | 1,318 | -51 | -3.7% | -$5,769 | 减仓 |
| MA | MASTERCARD INCORPORATED | $14.99万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $15.51万 | 0.02% | 783 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $15.92万 | 0.02% | 570 | 425 | 293.1% | $11.87万 | 加仓 |
| CLS | CELESTICA INC | $15.97万 | 0.02% | 567 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $16.13万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $16.40万 | 0.02% | 2,308 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $16.49万 | 0.02% | 356 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $16.50万 | 0.02% | 829 | -5 | -0.6% | -$995 | 减仓 |
| DXCM | DEXCOM INC | $17.14万 | 0.02% | 2,730 | 25 | 0.9% | $1,570 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $17.78万 | 0.02% | 2,004 | -480 | -19.3% | -$4.26万 | 减仓 |
| EEM | ISHARES TR | $18.65万 | 0.02% | 3,284 | 2,612 | 388.7% | $14.83万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $18.83万 | 0.02% | 1,438 | -35 | -2.4% | -$4,583 | 减仓 |
| HAL | HALLIBURTON CO | $19.34万 | 0.02% | 4,961 | -742 | -13.0% | -$2.89万 | 减仓 |
| APH | AMPHENOL CORP | $19.39万 | 0.02% | 1,535 | 15 | 1.0% | $1,895 | 加仓 |
| NEM | NEWMONT CORP | $19.48万 | 0.02% | 1,800 | 1,700 | 1,700.0% | $18.40万 | 加仓 |
| — | LCNB CORP | $19.74万 | 0.02% | 12,664 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $19.91万 | 0.02% | 4,340 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $19.94万 | 0.02% | 736 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $20.44万 | 0.02% | 2,568 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $20.53万 | 0.02% | 759 | -415 | -35.3% | -$11.22万 | 减仓 |
| AON | AON PLC | $21.08万 | 0.02% | 653 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $21.11万 | 0.02% | 458 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $21.18万 | 0.02% | 675 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $21.23万 | 0.02% | 2,158 | -506 | -19.0% | -$4.98万 | 减仓 |
| STE | STERIS PLC | $21.27万 | 0.02% | 962 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $21.62万 | 0.02% | 2,286 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $21.75万 | 0.02% | 2,716 | 812 | 42.6% | $6.50万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $22.14万 | 0.02% | 4,720 | 105 | 2.3% | $4,926 | 加仓 |
| AOR | ISHARES TR | $22.49万 | 0.02% | 3,494 | -30 | -0.9% | -$1,931 | 减仓 |
| BAC | BANK AMERICA CORP | $22.61万 | 0.02% | 4,637 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $22.86万 | 0.02% | 7,142 | -23 | -0.3% | -$736 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $23.07万 | 0.02% | 1,507 | 595 | 65.2% | $9.11万 | 加仓 |
| SDY | SPDR SERIES TRUST | $23.39万 | 0.02% | 1,603 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $23.43万 | 0.02% | 1,374 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $24.07万 | 0.03% | 1,690 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $24.59万 | 0.03% | 4,727 | -5,626 | -54.3% | -$29.26万 | 减仓 |
| IWF | ISHARES TR | $24.65万 | 0.03% | 578 | 13 | 2.3% | $5,543 | 加仓 |
| CAT | CATERPILLAR INC | $24.87万 | 0.03% | 351 | -13 | -3.6% | -$9,210 | 减仓 |
| HSIC | SCHEIN HENRY INC | $25.10万 | 0.03% | 3,406 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $25.32万 | 0.03% | 2,677 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $25.37万 | 0.03% | 707 | -60 | -7.8% | -$2.15万 | 减仓 |
| MFC | MANULIFE FINL CORP | $25.78万 | 0.03% | 7,487 | 565 | 8.2% | $1.95万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $25.93万 | 0.03% | 3,605 | 725 | 25.2% | $5.21万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $26.49万 | 0.03% | 1,223 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $27.17万 | 0.03% | 1,847 | -18 | -1.0% | -$2,648 | 减仓 |
| BBY | BEST BUY INC | $27.73万 | 0.03% | 4,319 | 200 | 4.9% | $1.28万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.00万 | 0.03% | 281 | -9 | -3.1% | -$8,968 | 减仓 |
| TIP | ISHARES TR | $28.47万 | 0.03% | 2,580 | -71 | -2.7% | -$7,836 | 减仓 |
| CMCSA | COMCAST CORP NEW | $28.94万 | 0.03% | 10,081 | 480 | 5.0% | $1.38万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $29.25万 | 0.03% | 1,975 | -43 | -2.1% | -$6,368 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $30.21万 | 0.03% | 8,985 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $30.68万 | 0.03% | 1,551 | 16 | 1.0% | $3,165 | 加仓 |
| ASML | ASML HLDG NV | $30.91万 | 0.03% | 234 | -23 | -8.9% | -$3.04万 | 减仓 |
| GLD | SPDR GOLD TR | $31.07万 | 0.03% | 722 | -82 | -10.2% | -$3.53万 | 减仓 |