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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $13.75万 | 0.01% | 940 | 875 | 1,346.2% | $12.80万 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $13.74万 | 0.01% | 14,805 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $13.56万 | 0.01% | 736 | 0 | 0.0% | — | 不变 |
| VFQY | VANGUARD WELLINGTON FD | $13.43万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FUND TRUST | $13.37万 | 0.01% | 2,650 | 2,650 | — | $13.37万 | 新建仓 |
| OGE | OGE ENERGY CORP | $13.13万 | 0.01% | 2,738 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $13.01万 | 0.01% | 385 | 24 | 6.6% | $8,111 | 加仓 |
| ICOP | ISHARES TR | $12.58万 | 0.01% | 2,645 | 2,645 | — | $12.58万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $12.32万 | 0.01% | 891 | 118 | 15.3% | $1.63万 | 加仓 |
| CACI | CACI INTL INC | $12.24万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $12.24万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $11.91万 | 0.01% | 1,086 | -39 | -3.5% | -$4,279 | 减仓 |
| COHR | COHERENT CORP | $11.91万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $11.78万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $11.52万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $11.37万 | 0.01% | 127 | 81 | 176.1% | $7.25万 | 加仓 |
| NVO | NOVO-NORDISK A S | $11.32万 | 0.01% | 3,079 | 945 | 44.3% | $3.47万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $11.31万 | 0.01% | 394 | -18 | -4.4% | -$5,166 | 减仓 |
| CLIP | GLOBAL X FDS | $11.28万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $11.27万 | 0.01% | 19,000 | -1,000 | -5.0% | -$5,930 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $11.03万 | 0.01% | 397 | 3 | 0.8% | $834 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $10.94万 | 0.01% | 2,571 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $10.80万 | 0.01% | 1,518 | 0 | 0.0% | — | 不变 |
| CVSA | COVISTA INC | $10.78万 | 0.01% | 935 | 595 | 175.0% | $6.86万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $10.70万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $10.49万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $10.41万 | 0.01% | 528 | 528 | — | $10.41万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $10.31万 | 0.01% | 1,488 | -160 | -9.7% | -$1.11万 | 减仓 |
| SNPS | SYNOPSYS INC | $10.23万 | 0.01% | 258 | 4 | 1.6% | $1,586 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $10.22万 | 0.01% | 349 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $10.19万 | 0.01% | 1,218 | -14 | -1.1% | -$1,171 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $10.13万 | 0.01% | 1,671 | -133 | -7.4% | -$8,067 | 减仓 |
| STT | STATE STR CORP | $10.12万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $9.63万 | 0.01% | 1,341 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $9.62万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $9.59万 | 0.01% | 1,020 | -20 | -1.9% | -$1,880 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $9.58万 | 0.01% | 2,532 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $9.54万 | 0.01% | 2,498 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $9.37万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $9.37万 | 0.01% | 1,557 | -143 | -8.4% | -$8,606 | 减仓 |
| IEMG | ISHARES INC | $9.28万 | 0.01% | 1,331 | -71 | -5.1% | -$4,951 | 减仓 |
| PPG | PPG INDS INC | $9.28万 | 0.01% | 868 | -100 | -10.3% | -$1.07万 | 减仓 |
| VG | VENTURE GLOBAL INC | $9.13万 | 0.01% | 5,792 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $9.01万 | 0.01% | 1,796 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $8.99万 | 0.01% | 515 | 45 | 9.6% | $7,858 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $8.94万 | 0.01% | 1,776 | 360 | 25.4% | $1.81万 | 加仓 |
| IJJ | ISHARES TR | $8.74万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $8.64万 | 0.01% | 1,067 | -52 | -4.6% | -$4,209 | 减仓 |
| COP | CONOCOPHILLIPS | $8.63万 | 0.01% | 654 | 38 | 6.2% | $5,016 | 加仓 |
| UNM | UNUM GROUP | $8.60万 | 0.01% | 1,178 | -56 | -4.5% | -$4,090 | 减仓 |
| DTD | WISDOMTREE TR | $8.48万 | 0.01% | 982 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $8.47万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $8.32万 | 0.01% | 588 | 0 | 0.0% | — | 不变 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $8.17万 | 0.01% | 1,223 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $8.15万 | 0.01% | 1,126 | -15 | -1.3% | -$1,085 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8.12万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $7.97万 | 0.01% | 2,598 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $7.90万 | 0.01% | 1,559 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $7.76万 | 0.01% | 1,440 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $7.64万 | 0.01% | 221 | -385 | -63.5% | -$13.31万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $7.50万 | 0.01% | 1,001 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $7.49万 | 0.01% | 850 | -28 | -3.2% | -$2,468 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $7.40万 | 0.01% | 1,637 | -31 | -1.9% | -$1,402 | 减仓 |
| BX | BLACKSTONE INC | $7.36万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $7.31万 | 0.01% | 2,303 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $7.25万 | 0.01% | 588 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $7.22万 | 0.01% | 561 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEP CORP MICH | $7.20万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $7.16万 | 0.01% | 1,271 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $7.06万 | 0.01% | 583 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $7.00万 | 0.01% | 1,528 | -14 | -0.9% | -$641 | 减仓 |
| BE | BLOOM ENERGY CORP | $6.80万 | 0.01% | 502 | -77 | -13.3% | -$1.04万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $6.67万 | 0.01% | 1,418 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $6.51万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $6.46万 | 0.01% | 313 | 213 | 213.0% | $4.40万 | 加仓 |
| DOW | DOW HLDGS INC | $6.40万 | 0.01% | 1,536 | -100 | -6.1% | -$4,165 | 减仓 |
| IWV | ISHARES TR | $6.34万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| TRMK | TRUSTMARK CORP | $6.32万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $6.26万 | 0.01% | 795 | 345 | 76.7% | $2.72万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $6.12万 | 0.01% | 373 | 28 | 8.1% | $4,596 | 加仓 |
| AMP | AMERIPRISE FINL INC | $6.09万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $5.93万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $5.91万 | 0.01% | 4,212 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $5.82万 | 0.01% | 494 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $5.69万 | 0.01% | 1,210 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $5.66万 | 0.01% | 2,004 | 2,004 | — | $5.66万 | 新建仓 |
| INTC | INTEL CORP | $5.51万 | 0.01% | 1,249 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $5.50万 | 0.01% | 778 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5.47万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $5.44万 | 0.01% | 3,787 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $5.29万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $5.27万 | 0.01% | 8 | 8 | — | $5.27万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $5.26万 | 0.01% | 3,645 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $5.25万 | 0.01% | 549 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $5.23万 | 0.01% | 249 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $5.16万 | 0.01% | 456 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5.11万 | 0.01% | 325 | -17 | -5.0% | -$2,674 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $5.10万 | 0.01% | 2,040 | 762 | 59.6% | $1.91万 | 加仓 |
| TPR | TAPESTRY INC | $5.02万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| PLPC | PREFORMED LINE PRODS CO | $5.01万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |