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 |
|---|---|---|---|---|---|---|---|---|
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -56 | -100.0% | -$3,575 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -34 | -100.0% | -$3,457 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -29 | -100.0% | -$3,254 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -31 | -100.0% | -$3,126 | 清仓 |
| BAI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -90 | -100.0% | -$2,997 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -41 | -100.0% | -$2,847 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -72 | -100.0% | -$2,777 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -38 | -100.0% | -$2,762 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -31 | -100.0% | -$2,701 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -20 | -100.0% | -$2,007 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -20 | -100.0% | -$1,905 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -36 | -100.0% | -$1,900 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -7 | -100.0% | -$1,753 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -8 | -100.0% | -$1,718 | 清仓 |
| NATL | NCR ATLEOS CORPORATION | $0 | 0.00% | 0 | -44 | -100.0% | -$1,677 | 清仓 |
| MRP | MILLROSE PPTYS INC | $0 | 0.00% | 0 | -52 | -100.0% | -$1,554 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -30 | -100.0% | -$1,501 | 清仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $0 | 0.00% | 0 | -70 | -100.0% | -$1,074 | 清仓 |
| VYX | NCR VOYIX CORPORATION | $0 | 0.00% | 0 | -88 | -100.0% | -$898 | 清仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -17 | -100.0% | -$369 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -22 | -100.0% | -$349 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10 | -100.0% | -$265 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$235 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -58 | -100.0% | -$216 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | -3 | -100.0% | -$184 | 清仓 |
| GEO | GEO GROUP INC NEW | $0 | 0.00% | 0 | -11 | -100.0% | -$178 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -10 | -100.0% | -$164 | 清仓 |
| CRON | CRONOS GROUP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$132 | 清仓 |
| JBLU | JETBLUE AWYS CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$114 | 清仓 |
| UNIT | UNITI GROUP LLC | $0 | 0.00% | 0 | -15 | -100.0% | -$106 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$105 | 清仓 |
| VC | VISTEON CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$96 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -5 | -100.0% | -$83 | 清仓 |
| KSS | KOHLS CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$82 | 清仓 |
| CC | CHEMOURS CO | $0 | 0.00% | 0 | -6 | -100.0% | -$71 | 清仓 |
| AMC | AMC ENTMT HLDGS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$2 | 清仓 |