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 |
|---|---|---|---|---|---|---|---|---|
| FSIG | FIRST TR EXCHANGE-TRADED FD | $249.57万 | 0.26% | 131,770 | -23,206 | -15.0% | -$43.95万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $250.28万 | 0.26% | 74,114 | -3,228 | -4.2% | -$10.90万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $254.43万 | 0.27% | 7,931 | -34 | -0.4% | -$1.09万 | 减仓 |
| CVX | CHEVRON CORPORATION | $254.66万 | 0.27% | 12,308 | -54 | -0.4% | -$1.12万 | 减仓 |
| — | EXXON MOBIL CORP | $264.61万 | 0.28% | 15,596 | -85 | -0.5% | -$1.44万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $266.27万 | 0.28% | 18,434 | -1,051 | -5.4% | -$15.18万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $276.90万 | 0.29% | 19,124 | -157 | -0.8% | -$2.27万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $283.02万 | 0.30% | 4,352 | -111 | -2.5% | -$7.22万 | 减仓 |
| VGT | VANGUARD WORLD FD | $283.27万 | 0.30% | 4,060 | -9 | -0.2% | -$6,279 | 减仓 |
| MCK | MCKESSON CORP | $283.58万 | 0.30% | 3,277 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $301.83万 | 0.32% | 9,752 | 321 | 3.4% | $9.94万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $317.86万 | 0.33% | 10,516 | -342 | -3.1% | -$10.34万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $327.02万 | 0.34% | 35,209 | -340 | -1.0% | -$3.16万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $331.29万 | 0.35% | 66,511 | 540 | 0.8% | $2.69万 | 加仓 |
| IJH | ISHARES TR | $334.35万 | 0.35% | 49,512 | -425 | -0.9% | -$2.87万 | 减仓 |
| ABBV | ABBVIE INC | $378.42万 | 0.40% | 17,400 | -33 | -0.2% | -$7,177 | 减仓 |
| VUG | VANGUARD INDEX FDS | $388.70万 | 0.41% | 8,899 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $389.00万 | 0.41% | 15,914 | -95 | -0.6% | -$2.32万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $416.18万 | 0.43% | 28,546 | 106 | 0.4% | $1.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $510.52万 | 0.53% | 17,355 | 11 | 0.1% | $3,236 | 加仓 |
| AMZN | AMAZON COM INC | $516.61万 | 0.54% | 24,805 | 15 | 0.1% | $3,124 | 加仓 |
| GOOG | ALPHABET INC | $560.58万 | 0.59% | 19,542 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $724.26万 | 0.76% | 15,114 | -188 | -1.2% | -$9.01万 | 减仓 |
| AAPL | APPLE INC | $807.75万 | 0.84% | 31,828 | -172 | -0.5% | -$4.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $979.57万 | 1.02% | 26,463 | 2,577 | 10.8% | $95.39万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,012.16万 | 1.06% | 131,262 | -2,155 | -1.6% | -$16.62万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,211.48万 | 1.26% | 55,764 | -1,536 | -2.7% | -$33.37万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,364.47万 | 1.42% | 19 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $1,737.23万 | 1.81% | 90,570 | -1,306 | -1.4% | -$25.05万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,124.36万 | 3.26% | 578,050 | 3,727 | 0.6% | $20.14万 | 加仓 |
| IEFA | ISHARES TR | $3,943.79万 | 4.12% | 435,634 | -665,176 | -60.4% | -$6,021.84万 | 减仓 |
| VO | VANGUARD INDEX FDS | $4,818.56万 | 5.03% | 167,789 | 2,751 | 1.7% | $79.00万 | 加仓 |
| VB | VANGUARD INDEX FDS | $6,689.21万 | 6.98% | 255,392 | 193 | 0.1% | $5.06万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $7,356.32万 | 7.68% | 1,611,462 | 1,611,338 | 1,299,466.1% | $7,355.76万 | 加仓 |
| AGG | ISHARES TR | $1.05亿 | 10.92% | 1,053,708 | 22,762 | 2.2% | $225.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3.25亿 | 33.95% | 544,225 | 2,869 | 0.5% | $171.44万 | 加仓 |