13F 机构持仓

Center for Financial Planning, Inc.

SOUTHFIED MI · SEC CIK 0001803557

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.70亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 35.3%
AGG 10.0%
SPDW 7.9%
VB 7.3%
VO 5.1%
IEFA 3.9%
VWO 3.3%
QUAL 1.8%
BRK/A 1.3%
VBR 1.3%

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
USPH U S PHYSICAL THERAPY $00.00%0 -1,001-100.0% -$7.50万 清仓
CCL CARNIVAL CORP $00.00%0 -1,911-100.0% -$4.95万 清仓
SBAC SBA COMMUNICATIONS CORP $00.00%0 -257-100.0% -$4.42万 清仓
MTDR MATADOR RES CO $00.00%0 -650-100.0% -$4.11万 清仓
SM SM ENERGY COMPANY $00.00%0 -1,000-100.0% -$3.12万 清仓
CLF CLEVELAND-CLIFFS INC NEW $00.00%0 -3,322-100.0% -$2.81万 清仓
MRVL MARVELL TECHNOLOGY INC $00.00%0 -247-100.0% -$2.45万 清仓
MPWR MONOLITHIC PWR SYS INC $00.00%0 -19-100.0% -$2.08万 清仓
MELI MERCADOLIBRE INC $00.00%0 -9-100.0% -$1.56万 清仓
KBH KB HOME $00.00%0 -300-100.0% -$1.55万 清仓
DY DYCOM INDS INC $00.00%0 -45-100.0% -$1.52万 清仓
URA GLOBAL X FDS $00.00%0 -200-100.0% -$9,686 清仓
VST VISTRA CORP $00.00%0 -52-100.0% -$7,818 清仓
METC RAMACO RES INC $00.00%0 -497-100.0% -$7,684 清仓
CX CEMEX SA EURO MTN BE 144A $00.00%0 -434-100.0% -$4,965 清仓
AMX AMERICA MOVIL SAB DE CV $00.00%0 -160-100.0% -$4,077 清仓
CHTR CHARTER COMMUNICATIONS INC $00.00%0 -12-100.0% -$2,591 清仓
REGN REGENERON PHARMACEUTICALS $00.00%0 -3-100.0% -$2,318 清仓
CALY CALLAWAY GOLF CO $00.00%0 -120-100.0% -$1,666 清仓
RIG TRANSOCEAN LTD $00.00%0 -130-100.0% -$862 清仓
UAA UNDER ARMOUR INC $00.00%0 -40-100.0% -$237 清仓
— RAMACO RES INC $00.00%0 -17-100.0% -$174 清仓
— DSS INC $10.00%1 00.0% — 不变
— IMPACT BIOMEDICAL INC $10.00%0 0— -$1 清仓
— AURORA CANNABIS INC $30.00%1 00.0% — 不变
EVGO EVGO INC $40.00%2 00.0% — 不变
AQN ALGONQUIN POWER & UTILITIES $120.00%2 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $160.00%66 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $190.00%66 00.0% — 不变
— CANOPY GROWTH CORPORATION $240.00%25 00.0% — 不变
LCID LUCID GROUP INC $270.00%4 00.0% — 不变
CNDT CONDUENT INC $300.00%20 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $330.00%66 00.0% — 不变
AGNC AGNC INVT CORP $330.00%3 00.0% — 不变
— SNDL INC $340.00%25 25— $34 新建仓
EMBC EMBECTA CORP $430.00%13 00.0% — 不变
TAN INVESCO EXCH TRADED FD TR II $600.00%1 00.0% — 不变
— AQUA METALS INC $640.00%22 00.0% — 不变
CSIQ CANADIAN SOLAR INC $810.00%5 00.0% — 不变
— RENT THE RUNWAY INC $820.00%26 00.0% — 不变
SWX SOUTHWEST GAS HLDGS INC $890.00%1 00.0% — 不变
JNK SPDR SERIES TRUST $970.00%1 00.0% — 不变
STLA STELLANTIS N.V $980.00%17 00.0% — 不变
— BEYOND MEAT INC $1020.00%135 00.0% — 不变
DXC DXC TECHNOLOGY CO $1070.00%12 00.0% — 不变
SEDG SOLAREDGE TECHNOLOGIES INC $1170.00%2 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $1270.00%2 00.0% — 不变
GME GAMESTOP CORP $1330.00%6 00.0% — 不变
OGN ORGANON & CO $1360.00%10 00.0% — 不变
— STAR HLDGS $1560.00%17 00.0% — 不变
EDIT EDITAS MEDICINE INC $1620.00%50 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $1740.00%6 6— $174 新建仓
VOD VODAFONE GROUP PLC $1860.00%14 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $2670.00%7 7— $267 新建仓
— LIBERTY BROADBAND CORP $3330.00%10 00.0% — 不变
NBR NABORS INDUSTRIES LTD $3370.00%4 00.0% — 不变
SMR NUSCALE PWR CORP $3520.00%35 00.0% — 不变
SUI SUN CMNTYS INC $3600.00%3 3— $360 新建仓
GTX GARRETT MOTION INC $3630.00%10 00.0% — 不变
RACE FERRARI N V $3730.00%1 00.0% — 不变
SAFE SAFEHOLD INC $4090.00%26 00.0% — 不变
FLGT FULGENT GENETICS INC $4110.00%20 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $4110.00%3 -38-92.7% -$5,206 重新持有
ENPH ENPHASE ENERGY INC $4440.00%9 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $5460.00%10 00.0% — 不变
— ALARUM TECHNOLOGIES LTD $5550.00%69 00.0% — 不变
— LIBERTY BROADBAND CORP $6660.00%20 00.0% — 不变
ORC ORCHID IS CAP INC $6970.00%100 00.0% — 不变
BEP BROOKFIELD RENEWABLE ENERGY $7650.00%22 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP $8170.00%22 00.0% — 不变
STIP ISHARES TR $8180.00%8 00.0% — 不变
TY TRI CONTL CORP $8610.00%25 00.0% — 不变
ACN ACCENTURE PLC IRELAND $8720.00%7 00.0% — 不变
FWONA LIBERTY MEDIA CORP DEL $8760.00%10 00.0% — 不变
LLYVA LIBERTY LIVE HOLDINGS INC $9120.00%9 00.0% — 不变
HUBS HUBSPOT INC $9130.00%5 00.0% — 不变
ADNT ADIENT PLC $9190.00%50 00.0% — 不变
— VANECK ETF TRUST $9240.00%25 25— $924 新建仓
AGNT AGNT INC $9420.00%174 00.0% — 不变
NMAX NEWSMAX INC $9940.00%120 00.0% — 不变
CLNE CLEAN ENERGY FUELS CORP $1,0250.00%500 500— $1,025 新建仓
PNR PENTAIR PLC $1,0740.00%14 00.0% — 不变
BKMI BNY MELLON ETF TRUST II $1,0850.00%41 00.0% — 不变
DLB DOLBY LABORATORIES INC $1,1050.00%21 00.0% — 不变
PCG PG&E CORP $1,1270.00%67 00.0% — 不变
— SOHU COM LTD $1,2120.00%100 00.0% — 不变
LAC LITHIUM AMERS CORP NEW $1,2360.00%321 00.0% — 不变
— BEAM GLOBAL $1,3000.00%1,000 00.0% — 不变
ALC ALCON AG $1,3420.00%20 00.0% — 不变
MAT MATTEL INC $1,3470.00%97 00.0% — 不变
NAT NORDIC AMERICAN TANKERS LIMI $1,3850.00%250 00.0% — 不变
DNN DENISON MINES CORP $1,5000.00%490 00.0% — 不变
MNKD MANNKIND CORP $1,5090.00%354 00.0% — 不变
BMOP BNY MELLON ETF TRUST II $1,5890.00%63 00.0% — 不变
QS QUANTUMSCAPE CORP $1,6560.00%219 00.0% — 不变
BEAM BEAM THERAPEUTICS INC $1,7160.00%50 00.0% — 不变
PTLO PORTILLOS INC $1,8110.00%382 00.0% — 不变
EL LAUDER ESTEE COS INC $1,8390.00%23 00.0% — 不变
FOXA FOX CORP $1,8780.00%36 00.0% — 不变
LLYVK LIBERTY LIVE HOLDINGS INC $1,9020.00%18 00.0% — 不变