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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODUCTS AND CHEMICALS I | $58.21万 | 0.06% | 2,004 | 70 | 3.6% | $2.03万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $58.02万 | 0.06% | 18,950 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $57.96万 | 0.06% | 3,057 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $53.36万 | 0.06% | 5,550 | 700 | 14.4% | $6.73万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $51.73万 | 0.05% | 2,639 | 85 | 3.3% | $1.67万 | 加仓 |
| VHT | VANGUARD WORLD FD | $51.06万 | 0.05% | 1,875 | 230 | 14.0% | $6.26万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $50.95万 | 0.05% | 3,891 | -322 | -7.6% | -$4.22万 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $49.97万 | 0.05% | 9,810 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $49.57万 | 0.05% | 5,103 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $48.76万 | 0.05% | 2,006 | 1,291 | 180.6% | $31.38万 | 加仓 |
| CMI | CUMMINS INC | $48.10万 | 0.05% | 894 | -15 | -1.7% | -$8,070 | 减仓 |
| TJX | TJX COS INC NEW | $47.84万 | 0.05% | 2,996 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $47.48万 | 0.05% | 1,349 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $44.18万 | 0.05% | 7,222 | -76 | -1.0% | -$4,650 | 减仓 |
| EFV | ISHARES TR | $43.58万 | 0.05% | 5,861 | -80 | -1.3% | -$5,948 | 减仓 |
| AMAT | APPLIED MATLS INC | $43.31万 | 0.05% | 1,267 | 433 | 51.9% | $14.80万 | 加仓 |
| IYW | ISHARES TR | $43.25万 | 0.05% | 2,384 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $42.24万 | 0.04% | 993 | 128 | 14.8% | $5.44万 | 加仓 |
| GIS | GENERAL MILLS INC | $40.87万 | 0.04% | 10,980 | -86 | -0.8% | -$3,201 | 减仓 |
| ANET | ARISTA NETWORKS INC | $39.90万 | 0.04% | 3,250 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $38.38万 | 0.04% | 13,670 | -1,078 | -7.3% | -$3.03万 | 减仓 |
| YUM | YUM BRANDS INC | $38.20万 | 0.04% | 2,457 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $37.40万 | 0.04% | 3,880 | -35 | -0.9% | -$3,373 | 减仓 |
| MUB | ISHARES TR | $37.38万 | 0.04% | 3,521 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $36.34万 | 0.04% | 5,507 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $35.55万 | 0.04% | 3,164 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $35.12万 | 0.04% | 1,784 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $34.53万 | 0.04% | 2,921 | 2,758 | 1,692.0% | $32.60万 | 加仓 |
| ALL | ALLSTATE CORP | $34.28万 | 0.04% | 1,653 | -290 | -14.9% | -$6.01万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $34.18万 | 0.04% | 5,931 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $34.14万 | 0.04% | 11,778 | -507 | -4.1% | -$1.47万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $33.99万 | 0.04% | 21,722 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $33.26万 | 0.03% | 1,172 | -44 | -3.6% | -$1.25万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $32.70万 | 0.03% | 541 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $32.45万 | 0.03% | 2,410 | 50 | 2.1% | $6,732 | 加仓 |
| ARTY | ISHARES TR | $32.15万 | 0.03% | 6,910 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $31.07万 | 0.03% | 722 | -82 | -10.2% | -$3.53万 | 减仓 |
| ASML | ASML HLDG NV | $30.91万 | 0.03% | 234 | -23 | -8.9% | -$3.04万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $30.68万 | 0.03% | 1,551 | 16 | 1.0% | $3,165 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $30.21万 | 0.03% | 8,985 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $29.25万 | 0.03% | 1,975 | -43 | -2.1% | -$6,368 | 减仓 |
| CMCSA | COMCAST CORP NEW | $28.94万 | 0.03% | 10,081 | 480 | 5.0% | $1.38万 | 加仓 |
| TIP | ISHARES TR | $28.47万 | 0.03% | 2,580 | -71 | -2.7% | -$7,836 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.00万 | 0.03% | 281 | -9 | -3.1% | -$8,968 | 减仓 |
| BBY | BEST BUY INC | $27.73万 | 0.03% | 4,319 | 200 | 4.9% | $1.28万 | 加仓 |
| ORCL | ORACLE CORP | $27.17万 | 0.03% | 1,847 | -18 | -1.0% | -$2,648 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $26.49万 | 0.03% | 1,223 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $25.93万 | 0.03% | 3,605 | 725 | 25.2% | $5.21万 | 加仓 |
| MFC | MANULIFE FINL CORP | $25.78万 | 0.03% | 7,487 | 565 | 8.2% | $1.95万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $25.37万 | 0.03% | 707 | -60 | -7.8% | -$2.15万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $25.32万 | 0.03% | 2,677 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $25.10万 | 0.03% | 3,406 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $24.87万 | 0.03% | 351 | -13 | -3.6% | -$9,210 | 减仓 |
| IWF | ISHARES TR | $24.65万 | 0.03% | 578 | 13 | 2.3% | $5,543 | 加仓 |
| USB | US BANCORP | $24.59万 | 0.03% | 4,727 | -5,626 | -54.3% | -$29.26万 | 减仓 |
| ITOT | ISHARES TR | $24.07万 | 0.03% | 1,690 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $23.43万 | 0.02% | 1,374 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $23.39万 | 0.02% | 1,603 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $23.07万 | 0.02% | 1,507 | 595 | 65.2% | $9.11万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $22.86万 | 0.02% | 7,142 | -23 | -0.3% | -$736 | 减仓 |
| BAC | BANK AMERICA CORP | $22.61万 | 0.02% | 4,637 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $22.49万 | 0.02% | 3,494 | -30 | -0.9% | -$1,931 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $22.14万 | 0.02% | 4,720 | 105 | 2.3% | $4,926 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $21.75万 | 0.02% | 2,716 | 812 | 42.6% | $6.50万 | 加仓 |
| IYR | ISHARES TR | $21.62万 | 0.02% | 2,286 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $21.27万 | 0.02% | 962 | 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 |
| IWO | ISHARES TR | $21.18万 | 0.02% | 675 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $21.11万 | 0.02% | 458 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $21.08万 | 0.02% | 653 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $20.53万 | 0.02% | 759 | -415 | -35.3% | -$11.22万 | 减仓 |
| WFC | WELLS FARGO & CO | $20.44万 | 0.02% | 2,568 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $19.94万 | 0.02% | 736 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $19.91万 | 0.02% | 4,340 | 0 | 0.0% | — | 不变 |
| — | LCNB CORP | $19.74万 | 0.02% | 12,664 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $19.48万 | 0.02% | 1,800 | 1,700 | 1,700.0% | $18.40万 | 加仓 |
| APH | AMPHENOL CORP | $19.39万 | 0.02% | 1,535 | 15 | 1.0% | $1,895 | 加仓 |
| HAL | HALLIBURTON CO | $19.34万 | 0.02% | 4,961 | -742 | -13.0% | -$2.89万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $18.83万 | 0.02% | 1,438 | -35 | -2.4% | -$4,583 | 减仓 |
| EEM | ISHARES TR | $18.65万 | 0.02% | 3,284 | 2,612 | 388.7% | $14.83万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $17.78万 | 0.02% | 2,004 | -480 | -19.3% | -$4.26万 | 减仓 |
| DXCM | DEXCOM INC | $17.14万 | 0.02% | 2,730 | 25 | 0.9% | $1,570 | 加仓 |
| BA | BOEING CO | $16.50万 | 0.02% | 829 | -5 | -0.6% | -$995 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $16.49万 | 0.02% | 356 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $16.40万 | 0.02% | 2,308 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $16.13万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $15.97万 | 0.02% | 567 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $15.92万 | 0.02% | 570 | 425 | 293.1% | $11.87万 | 加仓 |
| VPU | VANGUARD WORLD FD | $15.51万 | 0.02% | 783 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $14.99万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $14.91万 | 0.02% | 1,318 | -51 | -3.7% | -$5,769 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $14.34万 | 0.01% | 1,909 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $14.22万 | 0.01% | 1,490 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $14.21万 | 0.01% | 2,600 | 1,950 | 300.0% | $10.66万 | 加仓 |
| SO | SOUTHERN CO | $14.08万 | 0.01% | 1,459 | -80 | -5.2% | -$7,720 | 减仓 |
| JBL | JABIL INC | $14.00万 | 0.01% | 527 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $13.96万 | 0.01% | 1,037 | 579 | 126.4% | $7.80万 | 加仓 |
| IWY | ISHARES TR | $13.91万 | 0.01% | 559 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $13.90万 | 0.01% | 822 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $13.81万 | 0.01% | 1,594 | -3,512 | -68.8% | -$30.43万 | 减仓 |