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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $4.99万 | 0.01% | 1,300 | 1,300 | — | $4.99万 | 新建仓 |
| CCL | CARNIVAL CORP | $4.95万 | 0.01% | 1,911 | 1,007 | 111.4% | $2.61万 | 加仓 |
| GL | GLOBE LIFE INC | $4.93万 | 0.01% | 354 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $4.90万 | 0.01% | 425 | -7 | -1.6% | -$808 | 减仓 |
| GLW | CORNING INC | $4.89万 | 0.01% | 360 | 40 | 12.5% | $5,439 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $4.89万 | 0.01% | 635 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $4.89万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $4.88万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $4.85万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $4.72万 | 0.00% | 981 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $4.71万 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4.70万 | 0.00% | 1,710 | -479 | -21.9% | -$1.32万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $4.65万 | 0.00% | 631 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $4.64万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $4.61万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $4.59万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $4.57万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $4.56万 | 0.00% | 420 | 245 | 140.0% | $2.66万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $4.52万 | 0.00% | 436 | 230 | 111.7% | $2.39万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $4.49万 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $4.42万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $4.37万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $4.37万 | 0.00% | 669 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $4.28万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $4.27万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $4.25万 | 0.00% | 199 | 23 | 13.1% | $4,914 | 加仓 |
| ACM | AECOM | $4.24万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4.17万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $4.16万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $4.14万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $4.11万 | 0.00% | 650 | 650 | — | $4.11万 | 新建仓 |
| WDFC | WD 40 CO | $4.08万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $4.02万 | 0.00% | 4,400 | 4,200 | 2,100.0% | $3.83万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $4.00万 | 0.00% | 273 | 158 | 137.4% | $2.32万 | 加仓 |
| D | DOMINION ENERGY INC | $3.96万 | 0.00% | 641 | -80 | -11.1% | -$4,946 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $3.93万 | 0.00% | 157 | 133 | 554.2% | $3.33万 | 加仓 |
| — | BITWISE ETHEREUM ETF | $3.90万 | 0.00% | 2,600 | 2,600 | — | $3.90万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $3.86万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $3.84万 | 0.00% | 496 | 22 | 4.6% | $1,704 | 加仓 |
| ASAN | ASANA INC | $3.84万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $3.79万 | 0.00% | 2,503 | 112 | 4.7% | $1,695 | 加仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $3.78万 | 0.00% | 7,044 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $3.76万 | 0.00% | 695 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $3.73万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $3.65万 | 0.00% | 1,537 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $3.65万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $3.64万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $3.60万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $3.59万 | 0.00% | 1,449 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $3.58万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $3.53万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $3.53万 | 0.00% | 450 | -610 | -57.5% | -$4.78万 | 减仓 |
| — | EATON VANCE MUN INCOME TERM | $3.53万 | 0.00% | 1,920 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $3.51万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.47万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE NATL MUN OPPORT | $3.42万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $3.41万 | 0.00% | 500 | -250 | -33.3% | -$1.70万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $3.38万 | 0.00% | 1,521 | 0 | 0.0% | — | 不变 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $3.28万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CHEF | CHEFS WHSE INC | $3.27万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $3.26万 | 0.00% | 480 | 340 | 242.9% | $2.31万 | 加仓 |
| NVS | NOVARTIS AG | $3.21万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3.20万 | 0.00% | 653 | -143 | -18.0% | -$7,010 | 减仓 |
| XYL | XYLEM INC | $3.18万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.13万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $3.12万 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $3.12万 | 0.00% | 1,000 | 1,000 | — | $3.12万 | 新建仓 |
| BWX | SPDR SERIES TRUST | $3.08万 | 0.00% | 1,403 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $2.99万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $2.96万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC | $2.96万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $2.93万 | 0.00% | 610 | -7 | -1.1% | -$336 | 减仓 |
| DON | WISDOMTREE TR | $2.90万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $2.85万 | 0.00% | 481 | -32 | -6.2% | -$1,895 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $2.81万 | 0.00% | 3,322 | 1,805 | 119.0% | $1.53万 | 加仓 |
| NKE | NIKE INC | $2.78万 | 0.00% | 527 | 187 | 55.0% | $9,878 | 加仓 |
| NOW | SERVICENOW INC | $2.77万 | 0.00% | 265 | -725 | -73.2% | -$7.58万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.77万 | 0.00% | 951 | 951 | — | $2.77万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $2.77万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.76万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $2.73万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2.72万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $2.72万 | 0.00% | 2,530 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $2.70万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR | $2.69万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $2.68万 | 0.00% | 78 | -15 | -16.1% | -$5,148 | 减仓 |
| CWB | SPDR SERIES TRUST | $2.60万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $2.58万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $2.53万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $2.53万 | 0.00% | 1,542 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $2.51万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $2.50万 | 0.00% | 538 | 538 | — | $2.50万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.45万 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $2.42万 | 0.00% | 500 | -30 | -5.7% | -$1,450 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2.41万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.40万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2.38万 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2.37万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $2.37万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $2.26万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |