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 |
|---|---|---|---|---|---|---|---|---|
| CMS | CMS ENERGY CORP | $9,480 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $9,360 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $9,237 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $9,119 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $9,085 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $9,049 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $9,005 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $8,988 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $8,687 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $8,624 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $8,484 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC | $8,472 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $8,304 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $8,054 | 0.00% | 200 | 200 | — | $8,054 | 新建仓 |
| VST | VISTRA CORP | $7,818 | 0.00% | 52 | 52 | — | $7,818 | 新建仓 |
| SLB | SLB LIMITED | $7,760 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $7,696 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $7,684 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $7,588 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $7,431 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $7,211 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $7,138 | 0.00% | 7 | -3 | -30.0% | -$3,059 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $6,750 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $6,678 | 0.00% | 39 | -59 | -60.2% | -$1.01万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $6,660 | 0.00% | 131 | 131 | — | $6,660 | 新建仓 |
| IUSB | ISHARES TR | $6,606 | 0.00% | 143 | -56 | -28.1% | -$2,587 | 减仓 |
| HTFL | HEARTFLOW INC | $6,521 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $6,478 | 0.00% | 479 | -72 | -13.1% | -$974 | 减仓 |
| LOW | LOWES COS INC | $6,185 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $6,000 | 0.00% | 2,000 | 1,000 | 100.0% | $3,000 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $5,965 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP | $5,958 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $5,850 | 0.00% | 300 | 300 | — | $5,850 | 新建仓 |
| — | WELLS FARGO & CO | $5,775 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $5,748 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $5,487 | 0.00% | 349 | -100 | -22.3% | -$1,572 | 减仓 |
| IEV | ISHARES TR | $5,368 | 0.00% | 79 | -93 | -54.1% | -$6,319 | 减仓 |
| TU | TELUS CORPORATION | $5,184 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $5,056 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $5,053 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $5,052 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $5,026 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| PDM | PIEDMONT REALTY TRUST INC | $4,967 | 0.00% | 756 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $4,965 | 0.00% | 434 | 434 | — | $4,965 | 新建仓 |
| MPLX | MPLX LP | $4,851 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $4,740 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $4,646 | 0.00% | 22 | -95 | -81.2% | -$2.01万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $4,077 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3,732 | 0.00% | 49 | -9 | -15.5% | -$685 | 减仓 |
| CNC | CENTENE CORP DEL | $3,471 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $3,465 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $3,336 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $3,284 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $3,127 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $3,031 | 0.00% | 231 | -26 | -10.1% | -$341 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3,012 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $2,961 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS | $2,946 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $2,800 | 0.00% | 164 | 164 | — | $2,800 | 新建仓 |
| RYN | RAYONIER INC | $2,784 | 0.00% | 135 | -45 | -25.0% | -$928 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $2,744 | 0.00% | 91 | -285 | -75.8% | -$8,594 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,713 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $2,591 | 0.00% | 12 | 12 | — | $2,591 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $2,579 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $2,576 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $2,565 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $2,490 | 0.00% | 44 | -136 | -75.6% | -$7,696 | 减仓 |
| OKLO | OKLO INC | $2,480 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $2,477 | 0.00% | 143 | -447 | -75.8% | -$7,743 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,393 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $2,339 | 0.00% | 104 | -10 | -8.8% | -$225 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $2,339 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $2,318 | 0.00% | 3 | 3 | — | $2,318 | 新建仓 |
| NB | NIOCORP DEVS LTD | $2,230 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $2,162 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $2,103 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC | $2,046 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $2,032 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| PTLO | PORTILLOS INC | $2,021 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,870 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $1,730 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,701 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,694 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CALY | CALLAWAY GOLF CO | $1,666 | 0.00% | 120 | 120 | — | $1,666 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $1,665 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $1,641 | 0.00% | 64 | -88 | -57.9% | -$2,256 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $1,552 | 0.00% | 63 | 63 | — | $1,552 | 新建仓 |
| — | SOHU COM LTD | $1,545 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1,509 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $1,507 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | BEAM GLOBAL | $1,470 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $1,465 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $1,410 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $1,398 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $1,389 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $1,352 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $1,268 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $1,262 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $1,221 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $1,220 | 0.00% | 14 | 0 | 0.0% | — | 不变 |