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 |
|---|---|---|---|---|---|---|---|---|
| ARTY | ISHARES TR | $32.15万 | 0.03% | 6,910 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $32.45万 | 0.03% | 2,410 | 50 | 2.1% | $6,732 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $32.70万 | 0.03% | 541 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $33.26万 | 0.03% | 1,172 | -44 | -3.6% | -$1.25万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $33.99万 | 0.04% | 21,722 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $34.14万 | 0.04% | 11,778 | -507 | -4.1% | -$1.47万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $34.18万 | 0.04% | 5,931 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $34.28万 | 0.04% | 1,653 | -290 | -14.9% | -$6.01万 | 减仓 |
| ZTS | ZOETIS INC | $34.53万 | 0.04% | 2,921 | 2,758 | 1,692.0% | $32.60万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $35.12万 | 0.04% | 1,784 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $35.55万 | 0.04% | 3,164 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $36.34万 | 0.04% | 5,507 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $37.38万 | 0.04% | 3,521 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $37.40万 | 0.04% | 3,880 | -35 | -0.9% | -$3,373 | 减仓 |
| YUM | YUM BRANDS INC | $38.20万 | 0.04% | 2,457 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $38.38万 | 0.04% | 13,670 | -1,078 | -7.3% | -$3.03万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $39.90万 | 0.04% | 3,250 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $40.87万 | 0.04% | 10,980 | -86 | -0.8% | -$3,201 | 减仓 |
| SPGI | S&P GLOBAL INC | $42.24万 | 0.04% | 993 | 128 | 14.8% | $5.44万 | 加仓 |
| IYW | ISHARES TR | $43.25万 | 0.05% | 2,384 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $43.31万 | 0.05% | 1,267 | 433 | 51.9% | $14.80万 | 加仓 |
| EFV | ISHARES TR | $43.58万 | 0.05% | 5,861 | -80 | -1.3% | -$5,948 | 减仓 |
| O | REALTY INCOME CORP | $44.18万 | 0.05% | 7,222 | -76 | -1.0% | -$4,650 | 减仓 |
| AMGN | AMGEN INC | $47.48万 | 0.05% | 1,349 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $47.84万 | 0.05% | 2,996 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $48.10万 | 0.05% | 894 | -15 | -1.7% | -$8,070 | 减仓 |
| ADBE | ADOBE INC | $48.76万 | 0.05% | 2,006 | 1,291 | 180.6% | $31.38万 | 加仓 |
| EFA | ISHARES TR | $49.57万 | 0.05% | 5,103 | 0 | 0.0% | — | 不变 |
| EVSD | MORGAN STANLEY ETF TRUST | $49.97万 | 0.05% | 9,810 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $50.95万 | 0.05% | 3,891 | -322 | -7.6% | -$4.22万 | 减仓 |
| VHT | VANGUARD WORLD FD | $51.06万 | 0.05% | 1,875 | 230 | 14.0% | $6.26万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $51.73万 | 0.05% | 2,639 | 85 | 3.3% | $1.67万 | 加仓 |
| NFLX | NETFLIX INC. | $53.36万 | 0.06% | 5,550 | 700 | 14.4% | $6.73万 | 加仓 |
| DHR | DANAHER CORP DEL | $57.96万 | 0.06% | 3,057 | 0 | 0.0% | — | 不变 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $58.02万 | 0.06% | 18,950 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $58.21万 | 0.06% | 2,004 | 70 | 3.6% | $2.03万 | 加仓 |
| RTX | RTX CORPORATION | $58.28万 | 0.06% | 3,021 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $59.78万 | 0.06% | 11,909 | -701 | -5.6% | -$3.52万 | 减仓 |
| V | VISA INC | $60.61万 | 0.06% | 2,005 | 170 | 9.3% | $5.14万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $60.63万 | 0.06% | 19,879 | 346 | 1.8% | $1.06万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $61.21万 | 0.06% | 21,862 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $62.86万 | 0.07% | 3,171 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $63.31万 | 0.07% | 54,866 | -329 | -0.6% | -$3,797 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $63.63万 | 0.07% | 1,527 | -344 | -18.4% | -$14.33万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $64.04万 | 0.07% | 13,216 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $64.08万 | 0.07% | 3,074 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $65.69万 | 0.07% | 2,224 | 51 | 2.3% | $1.51万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $71.47万 | 0.07% | 3,513 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $72.28万 | 0.08% | 6,102 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $73.50万 | 0.08% | 2,255 | 45 | 2.0% | $1.47万 | 加仓 |
| META | META PLATFORMS INC | $73.92万 | 0.08% | 1,292 | 34 | 2.7% | $1.95万 | 加仓 |
| OMC | OMNICOM GROUP INC | $73.94万 | 0.08% | 9,818 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.29万 | 0.08% | 3,147 | -18 | -0.6% | -$4,364 | 减仓 |
| CSCO | CISCO SYS INC | $76.64万 | 0.08% | 9,878 | -208 | -2.1% | -$1.61万 | 减仓 |
| IWN | ISHARES TR | $77.14万 | 0.08% | 4,069 | -630 | -13.4% | -$11.94万 | 减仓 |
| ADI | ANALOG DEVICES INC | $79.31万 | 0.08% | 2,493 | 88 | 3.7% | $2.80万 | 加仓 |
| IWM | ISHARES TR | $79.48万 | 0.08% | 3,205 | -33 | -1.0% | -$8,184 | 减仓 |
| DAL | DELTA AIR LINES INC | $79.59万 | 0.08% | 11,972 | -320 | -2.6% | -$2.13万 | 减仓 |
| DAN | DANA INC | $80.76万 | 0.08% | 24,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $80.83万 | 0.08% | 926 | -1 | -0.1% | -$873 | 减仓 |
| EMR | EMERSON ELEC CO | $81.40万 | 0.08% | 6,213 | -566 | -8.3% | -$7.42万 | 减仓 |
| LLY | ELI LILLY & CO | $84.16万 | 0.09% | 915 | 129 | 16.4% | $11.87万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $86.39万 | 0.09% | 12,183 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $86.95万 | 0.09% | 8,943 | -78 | -0.9% | -$7,584 | 减仓 |
| AMT | AMERICAN TOWER CORP | $87.43万 | 0.09% | 5,066 | 495 | 10.8% | $8.54万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $93.28万 | 0.10% | 19,625 | -753 | -3.7% | -$3.58万 | 减仓 |
| VDE | VANGUARD WORLD FD | $95.07万 | 0.10% | 5,494 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $97.09万 | 0.10% | 15,152 | -1,102 | -6.8% | -$7.06万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $98.29万 | 0.10% | 5,945 | -87 | -1.4% | -$1.44万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $99.40万 | 0.10% | 3,819 | -414 | -9.8% | -$10.78万 | 减仓 |
| ISTB | ISHARES TR | $101.01万 | 0.11% | 20,845 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $103.03万 | 0.11% | 1,785 | -78 | -4.2% | -$4.50万 | 减仓 |
| MMM | 3M CO | $107.57万 | 0.11% | 7,407 | -3 | -0.0% | -$436 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $108.14万 | 0.11% | 5,028 | -15 | -0.3% | -$3,226 | 减仓 |
| TSLA | TESLA INC | $109.74万 | 0.11% | 2,952 | 2 | 0.1% | $744 | 加仓 |
| DTE | DTE ENERGY CO | $109.86万 | 0.11% | 7,513 | 40 | 0.5% | $5,849 | 加仓 |
| UNP | UNION PAC CORP | $115.39万 | 0.12% | 4,756 | 51 | 1.1% | $1.24万 | 加仓 |
| MPC | MARATHON PETE CORP | $121.44万 | 0.13% | 4,973 | -48 | -1.0% | -$1.17万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $123.97万 | 0.13% | 24,849 | 550 | 2.3% | $2.74万 | 加仓 |
| IVV | ISHARES TR | $136.46万 | 0.14% | 2,089 | -31 | -1.5% | -$2.02万 | 减仓 |
| MRK | MERCK & CO INC | $138.06万 | 0.14% | 11,477 | -633 | -5.2% | -$7.61万 | 减仓 |
| GOOGL | ALPHABET INC | $144.46万 | 0.15% | 5,024 | -637 | -11.3% | -$18.32万 | 减仓 |
| ETN | EATON CORP PLC | $154.89万 | 0.16% | 4,330 | -20 | -0.5% | -$7,154 | 减仓 |
| WMT | WALMART INC | $157.53万 | 0.16% | 12,675 | -164 | -1.3% | -$2.04万 | 减仓 |
| HD | HOME DEPOT INC | $162.31万 | 0.17% | 4,935 | -25 | -0.5% | -$8,222 | 减仓 |
| IJR | ISHARES TR | $164.11万 | 0.17% | 13,202 | -338 | -2.5% | -$4.20万 | 减仓 |
| MCD | MCDONALDS CORP | $164.70万 | 0.17% | 5,300 | -77 | -1.4% | -$2.39万 | 减仓 |
| SYK | STRYKER CORPORATION | $166.60万 | 0.17% | 5,070 | 127 | 2.6% | $4.17万 | 加仓 |
| VV | VANGUARD INDEX FDS | $172.62万 | 0.18% | 5,776 | 2 | 0.0% | $598 | 加仓 |
| CRM | SALESFORCE INC | $176.79万 | 0.18% | 9,470 | 1,704 | 21.9% | $31.81万 | 加仓 |
| KO | COCA COLA CO | $178.10万 | 0.19% | 23,419 | 152 | 0.7% | $1.16万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $181.31万 | 0.19% | 17,660 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $183.35万 | 0.19% | 21,512 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $188.21万 | 0.20% | 10,792 | 1,978 | 22.4% | $34.50万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $194.01万 | 0.20% | 6,414 | -200 | -3.0% | -$6.05万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $194.99万 | 0.20% | 3,967 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $206.65万 | 0.22% | 43,460 | -1,835 | -4.1% | -$8.73万 | 减仓 |
| PEP | PEPSICO INC | $206.98万 | 0.22% | 13,329 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $222.53万 | 0.23% | 11,342 | -145 | -1.3% | -$2.84万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $222.89万 | 0.23% | 5,136 | 139 | 2.8% | $6.03万 | 加仓 |