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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3.25亿 | 33.95% | 544,225 | 2,869 | 0.5% | $171.44万 | 加仓 |
| AGG | ISHARES TR | $1.05亿 | 10.92% | 1,053,708 | 22,762 | 2.2% | $225.96万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $7,356.32万 | 7.68% | 1,611,462 | 1,611,338 | 1,299,466.1% | $7,355.76万 | 加仓 |
| VB | VANGUARD INDEX FDS | $6,689.21万 | 6.98% | 255,392 | 193 | 0.1% | $5.06万 | 加仓 |
| VO | VANGUARD INDEX FDS | $4,818.56万 | 5.03% | 167,789 | 2,751 | 1.7% | $79.00万 | 加仓 |
| IEFA | ISHARES TR | $3,943.79万 | 4.12% | 435,634 | -665,176 | -60.4% | -$6,021.84万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,124.36万 | 3.26% | 578,050 | 3,727 | 0.6% | $20.14万 | 加仓 |
| QUAL | ISHARES TR | $1,737.23万 | 1.81% | 90,570 | -1,306 | -1.4% | -$25.05万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,364.47万 | 1.42% | 19 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $1,211.48万 | 1.26% | 55,764 | -1,536 | -2.7% | -$33.37万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,012.16万 | 1.06% | 131,262 | -2,155 | -1.6% | -$16.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $979.57万 | 1.02% | 26,463 | 2,577 | 10.8% | $95.39万 | 加仓 |
| AAPL | APPLE INC | $807.75万 | 0.84% | 31,828 | -172 | -0.5% | -$4.37万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $724.26万 | 0.76% | 15,114 | -188 | -1.2% | -$9.01万 | 减仓 |
| GOOG | ALPHABET INC | $560.58万 | 0.59% | 19,542 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $516.61万 | 0.54% | 24,805 | 15 | 0.1% | $3,124 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $510.52万 | 0.53% | 17,355 | 11 | 0.1% | $3,236 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $416.18万 | 0.43% | 28,546 | 106 | 0.4% | $1.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $389.00万 | 0.41% | 15,914 | -95 | -0.6% | -$2.32万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $388.70万 | 0.41% | 8,899 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $378.42万 | 0.40% | 17,400 | -33 | -0.2% | -$7,177 | 减仓 |
| IJH | ISHARES TR | $334.35万 | 0.35% | 49,512 | -425 | -0.9% | -$2.87万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $331.29万 | 0.35% | 66,511 | 540 | 0.8% | $2.69万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $327.02万 | 0.34% | 35,209 | -340 | -1.0% | -$3.16万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $317.86万 | 0.33% | 10,516 | -342 | -3.1% | -$10.34万 | 减仓 |
| AVGO | BROADCOM INC | $301.83万 | 0.32% | 9,752 | 321 | 3.4% | $9.94万 | 加仓 |
| MCK | MCKESSON CORP | $283.58万 | 0.30% | 3,277 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $283.27万 | 0.30% | 4,060 | -9 | -0.2% | -$6,279 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $283.02万 | 0.30% | 4,352 | -111 | -2.5% | -$7.22万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $276.90万 | 0.29% | 19,124 | -157 | -0.8% | -$2.27万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $266.27万 | 0.28% | 18,434 | -1,051 | -5.4% | -$15.18万 | 减仓 |
| — | EXXON MOBIL CORP | $264.61万 | 0.28% | 15,596 | -85 | -0.5% | -$1.44万 | 减仓 |
| CVX | CHEVRON CORPORATION | $254.66万 | 0.27% | 12,308 | -54 | -0.4% | -$1.12万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $254.43万 | 0.27% | 7,931 | -34 | -0.4% | -$1.09万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $250.28万 | 0.26% | 74,114 | -3,228 | -4.2% | -$10.90万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $249.57万 | 0.26% | 131,770 | -23,206 | -15.0% | -$43.95万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $222.89万 | 0.23% | 5,136 | 139 | 2.8% | $6.03万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $222.53万 | 0.23% | 11,342 | -145 | -1.3% | -$2.84万 | 减仓 |
| PEP | PEPSICO INC | $206.98万 | 0.22% | 13,329 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $206.65万 | 0.22% | 43,460 | -1,835 | -4.1% | -$8.73万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $194.99万 | 0.20% | 3,967 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $194.01万 | 0.20% | 6,414 | -200 | -3.0% | -$6.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $188.21万 | 0.20% | 10,792 | 1,978 | 22.4% | $34.50万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $183.35万 | 0.19% | 21,512 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $181.31万 | 0.19% | 17,660 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $178.10万 | 0.19% | 23,419 | 152 | 0.7% | $1.16万 | 加仓 |
| CRM | SALESFORCE INC | $176.79万 | 0.18% | 9,470 | 1,704 | 21.9% | $31.81万 | 加仓 |
| VV | VANGUARD INDEX FDS | $172.62万 | 0.18% | 5,776 | 2 | 0.0% | $598 | 加仓 |
| SYK | STRYKER CORPORATION | $166.60万 | 0.17% | 5,070 | 127 | 2.6% | $4.17万 | 加仓 |
| MCD | MCDONALDS CORP | $164.70万 | 0.17% | 5,300 | -77 | -1.4% | -$2.39万 | 减仓 |
| IJR | ISHARES TR | $164.11万 | 0.17% | 13,202 | -338 | -2.5% | -$4.20万 | 减仓 |
| HD | HOME DEPOT INC | $162.31万 | 0.17% | 4,935 | -25 | -0.5% | -$8,222 | 减仓 |
| WMT | WALMART INC | $157.53万 | 0.16% | 12,675 | -164 | -1.3% | -$2.04万 | 减仓 |
| ETN | EATON CORP PLC | $154.89万 | 0.16% | 4,330 | -20 | -0.5% | -$7,154 | 减仓 |
| GOOGL | ALPHABET INC | $144.46万 | 0.15% | 5,024 | -637 | -11.3% | -$18.32万 | 减仓 |
| MRK | MERCK & CO INC | $138.06万 | 0.14% | 11,477 | -633 | -5.2% | -$7.61万 | 减仓 |
| IVV | ISHARES TR | $136.46万 | 0.14% | 2,089 | -31 | -1.5% | -$2.02万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $123.97万 | 0.13% | 24,849 | 550 | 2.3% | $2.74万 | 加仓 |
| MPC | MARATHON PETE CORP | $121.44万 | 0.13% | 4,973 | -48 | -1.0% | -$1.17万 | 减仓 |
| UNP | UNION PAC CORP | $115.39万 | 0.12% | 4,756 | 51 | 1.1% | $1.24万 | 加仓 |
| DTE | DTE ENERGY CO | $109.86万 | 0.11% | 7,513 | 40 | 0.5% | $5,849 | 加仓 |
| TSLA | TESLA INC | $109.74万 | 0.11% | 2,952 | 2 | 0.1% | $744 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $108.14万 | 0.11% | 5,028 | -15 | -0.3% | -$3,226 | 减仓 |
| MMM | 3M CO | $107.57万 | 0.11% | 7,407 | -3 | -0.0% | -$436 | 减仓 |
| QQQ | INVESCO QQQ TR | $103.03万 | 0.11% | 1,785 | -78 | -4.2% | -$4.50万 | 减仓 |
| ISTB | ISHARES TR | $101.01万 | 0.11% | 20,845 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $99.40万 | 0.10% | 3,819 | -414 | -9.8% | -$10.78万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $98.29万 | 0.10% | 5,945 | -87 | -1.4% | -$1.44万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $97.09万 | 0.10% | 15,152 | -1,102 | -6.8% | -$7.06万 | 减仓 |
| VDE | VANGUARD WORLD FD | $95.07万 | 0.10% | 5,494 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $93.28万 | 0.10% | 19,625 | -753 | -3.7% | -$3.58万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $87.43万 | 0.09% | 5,066 | 495 | 10.8% | $8.54万 | 加仓 |
| IWR | ISHARES TR | $86.95万 | 0.09% | 8,943 | -78 | -0.9% | -$7,584 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $86.39万 | 0.09% | 12,183 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $84.16万 | 0.09% | 915 | 129 | 16.4% | $11.87万 | 加仓 |
| EMR | EMERSON ELEC CO | $81.40万 | 0.08% | 6,213 | -566 | -8.3% | -$7.42万 | 减仓 |
| GEV | GE VERNOVA INC | $80.83万 | 0.08% | 926 | -1 | -0.1% | -$873 | 减仓 |
| DAN | DANA INC | $80.76万 | 0.08% | 24,000 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $79.59万 | 0.08% | 11,972 | -320 | -2.6% | -$2.13万 | 减仓 |
| IWM | ISHARES TR | $79.48万 | 0.08% | 3,205 | -33 | -1.0% | -$8,184 | 减仓 |
| ADI | ANALOG DEVICES INC | $79.31万 | 0.08% | 2,493 | 88 | 3.7% | $2.80万 | 加仓 |
| IWN | ISHARES TR | $77.14万 | 0.08% | 4,069 | -630 | -13.4% | -$11.94万 | 减仓 |
| CSCO | CISCO SYS INC | $76.64万 | 0.08% | 9,878 | -208 | -2.1% | -$1.61万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.29万 | 0.08% | 3,147 | -18 | -0.6% | -$4,364 | 减仓 |
| OMC | OMNICOM GROUP INC | $73.94万 | 0.08% | 9,818 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $73.92万 | 0.08% | 1,292 | 34 | 2.7% | $1.95万 | 加仓 |
| CB | CHUBB LTD SWITZ | $73.50万 | 0.08% | 2,255 | 45 | 2.0% | $1.47万 | 加仓 |
| IJS | ISHARES TR | $72.28万 | 0.08% | 6,102 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $71.47万 | 0.07% | 3,513 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $65.69万 | 0.07% | 2,224 | 51 | 2.3% | $1.51万 | 加仓 |
| DOV | DOVER CORP | $64.08万 | 0.07% | 3,074 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $64.04万 | 0.07% | 13,216 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $63.63万 | 0.07% | 1,527 | -344 | -18.4% | -$14.33万 | 减仓 |
| F | FORD MTR CO | $63.31万 | 0.07% | 54,866 | -329 | -0.6% | -$3,797 | 减仓 |
| PGR | PROGRESSIVE CORP | $62.86万 | 0.07% | 3,171 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $61.21万 | 0.06% | 21,862 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $60.63万 | 0.06% | 19,879 | 346 | 1.8% | $1.06万 | 加仓 |
| V | VISA INC | $60.61万 | 0.06% | 2,005 | 170 | 9.3% | $5.14万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $59.78万 | 0.06% | 11,909 | -701 | -5.6% | -$3.52万 | 减仓 |
| RTX | RTX CORPORATION | $58.28万 | 0.06% | 3,021 | 0 | 0.0% | — | 不变 |