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 |
|---|---|---|---|---|---|---|---|---|
| NEM | NEWMONT CORP | $16.81万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $16.84万 | 0.02% | 4,961 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $17.01万 | 0.02% | 2,367 | -554 | -19.0% | -$3.98万 | 减仓 |
| INTC | INTEL CORP | $17.43万 | 0.02% | 1,249 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $17.93万 | 0.02% | 722 | 152 | 26.7% | $3.78万 | 加仓 |
| BA | BOEING CO | $17.95万 | 0.02% | 829 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $18.02万 | 0.02% | 1,869 | -135 | -6.7% | -$1.30万 | 减仓 |
| JBL | JABIL INC | $18.12万 | 0.02% | 470 | -57 | -10.8% | -$2.20万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $18.20万 | 0.02% | 1,438 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $18.21万 | 0.02% | 458 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $18.31万 | 0.02% | 822 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $18.60万 | 0.02% | 356 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $18.82万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $18.87万 | 0.02% | 1,087 | 50 | 4.8% | $8,679 | 加仓 |
| FRDM | EA SERIES TRUST | $18.95万 | 0.02% | 2,600 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $19.05万 | 0.02% | 986 | -388 | -28.2% | -$7.50万 | 减仓 |
| ORCL | ORACLE CORP | $20.93万 | 0.02% | 1,428 | -419 | -22.7% | -$6.14万 | 减仓 |
| WFC | WELLS FARGO & CO | $21.09万 | 0.02% | 2,552 | -16 | -0.6% | -$1,322 | 减仓 |
| AON | AON PLC | $21.66万 | 0.02% | 653 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $21.72万 | 0.02% | 2,308 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $21.84万 | 0.02% | 686 | -50 | -6.8% | -$1.59万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $21.98万 | 0.02% | 1,925 | 418 | 27.7% | $4.77万 | 加仓 |
| — | LCNB CORP | $22.28万 | 0.02% | 12,664 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $22.48万 | 0.02% | 3,286 | 2 | 0.1% | $137 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $23.20万 | 0.02% | 2,158 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $23.37万 | 0.02% | 2,286 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $24.03万 | 0.02% | 4,217 | -420 | -9.1% | -$2.39万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $24.28万 | 0.02% | 7,142 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $24.34万 | 0.02% | 11,756 | -22 | -0.2% | -$455 | 减仓 |
| SDY | SPDR SERIES TRUST | $24.39万 | 0.02% | 1,603 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $24.40万 | 0.02% | 3,511 | 17 | 0.5% | $1,182 | 加仓 |
| SCI | SERVICE CORP INTL | $24.49万 | 0.02% | 3,224 | 3,075 | 2,063.8% | $23.36万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.21万 | 0.02% | 607 | -152 | -20.0% | -$6.31万 | 减仓 |
| DXCM | DEXCOM INC | $25.76万 | 0.02% | 3,825 | 1,095 | 40.1% | $7.37万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $25.86万 | 0.02% | 3,583 | -22 | -0.6% | -$1,588 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.38万 | 0.02% | 282 | 1 | 0.4% | $935 | 加仓 |
| IWF | ISHARES TR | $26.57万 | 0.02% | 2,140 | -172 | -7.4% | -$2.14万 | 减仓 |
| IWO | ISHARES TR | $26.59万 | 0.02% | 675 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $26.60万 | 0.02% | 722 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $27.07万 | 0.03% | 1,535 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $27.27万 | 0.03% | 1,551 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $27.76万 | 0.03% | 1,690 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $28.07万 | 0.03% | 551 | 10 | 1.8% | $5,095 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $28.08万 | 0.03% | 1,223 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $28.23万 | 0.03% | 2,580 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $28.45万 | 0.03% | 3,406 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $29.21万 | 0.03% | 2,677 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $29.58万 | 0.03% | 8,500 | -2,480 | -22.6% | -$8.63万 | 减仓 |
| MFC | MANULIFE FINL CORP | $30.34万 | 0.03% | 7,490 | 3 | 0.0% | $122 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.21万 | 0.03% | 1,975 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $32.62万 | 0.03% | 13,544 | -126 | -0.9% | -$3,034 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $33.46万 | 0.03% | 8,985 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $34.30万 | 0.03% | 5,931 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $34.52万 | 0.03% | 3,816 | 1,100 | 40.5% | $9.95万 | 加仓 |
| NFLX | NETFLIX INC. | $34.63万 | 0.03% | 4,850 | -700 | -12.6% | -$5.00万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $35.00万 | 0.03% | 707 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $35.08万 | 0.03% | 2,391 | -19 | -0.8% | -$2,788 | 减仓 |
| DIS | DISNEY WALT CO | $35.41万 | 0.03% | 3,679 | -201 | -5.2% | -$1.93万 | 减仓 |
| EFA | ISHARES TR | $35.65万 | 0.03% | 3,432 | -1,671 | -32.7% | -$17.36万 | 减仓 |
| ETR | ENTERGY CORP NEW | $36.34万 | 0.03% | 3,164 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $37.38万 | 0.03% | 351 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $37.89万 | 0.04% | 3,521 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $38.45万 | 0.04% | 6,205 | -1,017 | -14.1% | -$6.30万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $38.51万 | 0.04% | 21,722 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $39.28万 | 0.04% | 2,457 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $39.34万 | 0.04% | 1,653 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $39.62万 | 0.04% | 5,507 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $40.64万 | 0.04% | 998 | 5 | 0.5% | $2,036 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $42.66万 | 0.04% | 670 | 500 | 294.1% | $31.84万 | 加仓 |
| ASML | ASML HLDG NV | $44.17万 | 0.04% | 222 | -12 | -5.1% | -$2.39万 | 减仓 |
| GE | GE AEROSPACE | $44.62万 | 0.04% | 1,194 | 22 | 1.9% | $8,222 | 加仓 |
| TJX | TJX COS INC NEW | $44.63万 | 0.04% | 2,946 | -50 | -1.7% | -$7,575 | 减仓 |
| EFV | ISHARES TR | $44.87万 | 0.04% | 5,861 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $45.58万 | 0.04% | 2,064 | -160 | -7.2% | -$3.53万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $46.97万 | 0.04% | 2,765 | -485 | -14.9% | -$8.24万 | 减仓 |
| ADBE | ADOBE INC | $48.61万 | 0.05% | 2,371 | 365 | 18.2% | $7.48万 | 加仓 |
| AMGN | AMGEN INC | $48.87万 | 0.05% | 1,349 | 0 | 0.0% | — | 不变 |
| EVSD | MORGAN STANLEY ETF TRUST | $49.89万 | 0.05% | 9,810 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $50.13万 | 0.05% | 1,784 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $51.60万 | 0.05% | 12,186 | 277 | 2.3% | $1.17万 | 加仓 |
| CMI | CUMMINS INC | $51.85万 | 0.05% | 727 | -167 | -18.7% | -$11.91万 | 减仓 |
| DHR | DANAHER CORP DEL | $52.72万 | 0.05% | 2,768 | -289 | -9.5% | -$5.50万 | 减仓 |
| AMAT | APPLIED MATLS INC | $54.10万 | 0.05% | 748 | -519 | -41.0% | -$37.54万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $54.22万 | 0.05% | 2,632 | -7 | -0.3% | -$1,442 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $56.85万 | 0.05% | 3,891 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $58.61万 | 0.05% | 1,999 | -5 | -0.2% | -$1,466 | 减仓 |
| IYW | ISHARES TR | $60.13万 | 0.06% | 2,384 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $62.44万 | 0.06% | 3,291 | 270 | 8.9% | $5.12万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $62.59万 | 0.06% | 17,965 | -985 | -5.2% | -$3.43万 | 减仓 |
| DAL | DELTA AIR LINES INC | $63.66万 | 0.06% | 6,797 | -5,175 | -43.2% | -$48.47万 | 减仓 |
| DAN | DANA INC | $65.30万 | 0.06% | 24,000 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $68.94万 | 0.06% | 3,074 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $69.20万 | 0.06% | 19,879 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $69.27万 | 0.06% | 3,171 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $69.80万 | 0.07% | 2,035 | 30 | 1.5% | $1.03万 | 加仓 |
| META | META PLATFORMS INC | $70.81万 | 0.07% | 1,257 | -35 | -2.7% | -$1.97万 | 减仓 |
| CB | CHUBB LIMITED | $72.27万 | 0.07% | 2,121 | -134 | -5.9% | -$4.57万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $72.70万 | 0.07% | 13,216 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $74.54万 | 0.07% | 10,235 | 417 | 4.2% | $3.04万 | 加仓 |
| F | FORD MTR CO | $74.93万 | 0.07% | 53,907 | -959 | -1.7% | -$1.33万 | 减仓 |