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 |
|---|---|---|---|---|---|---|---|---|
| BEAM | BEAM THERAPEUTICS INC | $1,192 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $1,178 | 0.00% | 67 | -67 | -50.0% | -$1,178 | 减仓 |
| BKMI | BNY MELLON ETF TRUST II | $1,071 | 0.00% | 41 | 41 | — | $1,071 | 新建仓 |
| AGNT | EXP WORLD HLDGS INC | $1,043 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC | $1,011 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $1,006 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $877 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $868 | 0.00% | 354 | 180 | 103.4% | $441 | 加仓 |
| RIG | TRANSOCEAN LTD | $862 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $828 | 0.00% | 8 | 8 | — | $828 | 新建仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $825 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $790 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $781 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $719 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ORC | ORCHID IS CAP INC | $703 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $627 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $503 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $476 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ALARUM TECHNOLOGIES LTD | $412 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $380 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC | $352 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES LTD | $345 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $341 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $339 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FLGT | FULGENT GENETICS INC | $318 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $301 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $237 | 0.00% | 40 | 40 | — | $237 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $211 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $182 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | RAMACO RES INC | $174 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $151 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $139 | 0.00% | 6 | 6 | — | $139 | 新建仓 |
| — | STAR HLDGS | $129 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | RENT THE RUNWAY INC | $125 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $124 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $121 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $120 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $115 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $103 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $96 | 0.00% | 1 | -110 | -99.1% | -$1.06万 | 减仓 |
| — | BEYOND MEAT INC | $95 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| — | AQUA METALS INC | $95 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $87 | 0.00% | 1 | -56 | -98.2% | -$4,872 | 减仓 |
| CSIQ | CANADIAN SOLAR INC | $70 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $60 | 0.00% | 10 | -298 | -96.8% | -$1,788 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $40 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $39 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $31 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $26 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $24 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $17 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $16 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| AQN | ALGONQUIN POWER & UTILITIES | $13 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $4 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DSS INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | IMPACT BIOMEDICAL INC | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -1,681 | -100.0% | -$11.29万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -528 | -100.0% | -$9.72万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -145 | -100.0% | -$8.32万 | 清仓 |
| MFM | MFS MUN INCOME TR | $0 | 0.00% | 0 | -15,000 | -100.0% | -$8.14万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -300 | -100.0% | -$7.23万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$5.78万 | 清仓 |
| EGP | EASTGROUP PPTYS INC | $0 | 0.00% | 0 | -300 | -100.0% | -$5.34万 | 清仓 |
| — | MFS INVT GRADE MUN TR | $0 | 0.00% | 0 | -4,589 | -100.0% | -$3.65万 | 清仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.97万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -165 | -100.0% | -$2.56万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -289 | -100.0% | -$2.51万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$2.27万 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -1,164 | -100.0% | -$2.22万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -174 | -100.0% | -$2.08万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -564 | -100.0% | -$1.31万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -510 | -100.0% | -$1.31万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -105 | -100.0% | -$9,578 | 清仓 |
| BCD | ABRDN ETFS | $0 | 0.00% | 0 | -305 | -100.0% | -$9,443 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -103 | -100.0% | -$8,884 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -138 | -100.0% | -$8,392 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -86 | -100.0% | -$8,281 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -112 | -100.0% | -$8,230 | 清仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -208 | -100.0% | -$7,877 | 清仓 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | -135 | -100.0% | -$7,690 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -100 | -100.0% | -$6,540 | 清仓 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | $0 | 0.00% | 0 | -323 | -100.0% | -$6,244 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -252 | -100.0% | -$6,021 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -133 | -100.0% | -$5,793 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -68 | -100.0% | -$5,455 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -58 | -100.0% | -$5,301 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -65 | -100.0% | -$5,249 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -32 | -100.0% | -$5,227 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -15 | -100.0% | -$5,145 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$5,119 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -58 | -100.0% | -$5,056 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -38 | -100.0% | -$4,673 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -61 | -100.0% | -$4,496 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -107 | -100.0% | -$4,294 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -17 | -100.0% | -$4,289 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -50 | -100.0% | -$4,141 | 清仓 |