Comprehensive Financial Consultants Institutional, Inc.
Bloomington IN · SEC CIK 0001915714
$3.37亿2026Q1 申报市值
193持仓数
19.2%前十大占比 · 第一大 2.4%
11 / 9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
VXUS 新建仓+$235.25万
ZTS 新建仓+$225.78万
LLY 加仓+$182.02万
CEG 加仓+$178.58万
SPYV 新建仓+$160.47万
2026Q1 卖出最多 按季末市值估算
UNH 清仓-$247.88万
MDT 减仓-$217.23万
FISV 清仓-$146.43万
AZN 清仓-$145.64万
TJX 减仓-$120.97万
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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -7,509 | -100.0% | -$247.88万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -21,800 | -100.0% | -$146.43万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -7,922 | -100.0% | -$145.64万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -3,225 | -100.0% | -$28.03万 | 清仓 |
| WCLD | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSIF | MSC INCOME FUND INC | $0 | 0.00% | 0 | -16,801 | -100.0% | -$22.08万 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$11.19万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$6.82万 | 清仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$4.84万 | 清仓 |
| — | NUBURU INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1.59万 | 清仓 |
| — | NUBURU INC | $3,553 | 0.00% | 20,040 | 20,040 | — | $3,553 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $20.17万 | 0.06% | 531 | 531 | — | $20.17万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.22万 | 0.06% | 1,223 | -119 | -8.9% | -$1.97万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $20.29万 | 0.06% | 6,997 | -377 | -5.1% | -$1.09万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $20.44万 | 0.06% | 3,261 | -10,844 | -76.9% | -$67.97万 | 减仓 |
| VHT | VANGUARD WORLD FD | $20.67万 | 0.06% | 759 | -3 | -0.4% | -$817 | 减仓 |
| IBDR | ISHARES TR | $20.73万 | 0.06% | 8,554 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $21.08万 | 0.06% | 2,495 | 2,495 | — | $21.08万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $21.14万 | 0.06% | 4,774 | -111 | -2.3% | -$4,915 | 减仓 |
| MMM | 3M CO | $21.80万 | 0.06% | 1,501 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $22.22万 | 0.07% | 5,648 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.27万 | 0.07% | 626 | -1 | -0.2% | -$372 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $23.43万 | 0.07% | 12,557 | -501 | -3.8% | -$9,349 | 减仓 |
| SO | SOUTHERN CO | $24.52万 | 0.07% | 2,540 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.62万 | 0.07% | 8,926 | 8,926 | — | $24.62万 | 新建仓 |
| HDV | ISHARES TR | $24.66万 | 0.07% | 1,817 | -415 | -18.6% | -$5.63万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.03万 | 0.07% | 11,284 | -9,855 | -46.6% | -$21.86万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $25.05万 | 0.07% | 3,661 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $25.39万 | 0.08% | 885 | 60 | 7.3% | $1.72万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $25.58万 | 0.08% | 5,401 | -17,541 | -76.5% | -$83.09万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $26.51万 | 0.08% | 6,456 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $26.62万 | 0.08% | 2,017 | 2,017 | — | $26.62万 | 新建仓 |
| GRMN | GARMIN LTD | $26.68万 | 0.08% | 1,150 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $27.27万 | 0.08% | 6,077 | -192 | -3.1% | -$8,615 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $27.40万 | 0.08% | 8,112 | -214 | -2.6% | -$7,229 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.73万 | 0.08% | 1,144 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $28.19万 | 0.08% | 11,660 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $28.38万 | 0.08% | 1,681 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $28.79万 | 0.09% | 4,502 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $29.28万 | 0.09% | 10,097 | 2,947 | 41.2% | $8.55万 | 加仓 |
| — | GLOBAL X FDS | $29.54万 | 0.09% | 11,383 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $29.90万 | 0.09% | 9,870 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $30.14万 | 0.09% | 11,391 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $30.39万 | 0.09% | 6,140 | -609 | -9.0% | -$3.01万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $30.44万 | 0.09% | 7,719 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $31.35万 | 0.09% | 5,444 | -1 | -0.0% | -$58 | 减仓 |
| QYLD | GLOBAL X FDS | $31.57万 | 0.09% | 18,411 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $32.90万 | 0.10% | 584 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $33.56万 | 0.10% | 6,663 | -612 | -8.4% | -$3.08万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.80万 | 0.10% | 12,399 | 3,462 | 38.7% | $9.44万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $34.19万 | 0.10% | 3,234 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $34.35万 | 0.10% | 472 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $37.17万 | 0.11% | 3,090 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $38.04万 | 0.11% | 3,483 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $38.64万 | 0.11% | 5,855 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $39.07万 | 0.12% | 7,914 | -384 | -4.6% | -$1.90万 | 减仓 |
| DTE | DTE ENERGY CO | $39.80万 | 0.12% | 2,722 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $40.07万 | 0.12% | 8,687 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $40.41万 | 0.12% | 6,596 | -276 | -4.0% | -$1.69万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.56万 | 0.12% | 18,446 | 91 | 0.5% | $2,001 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $41.32万 | 0.12% | 16,172 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $41.41万 | 0.12% | 8,913 | 8,913 | — | $41.41万 | 新建仓 |
| — | VANECK ETF TRUST | $42.27万 | 0.13% | 11,296 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $43.21万 | 0.13% | 1,279 | -583 | -31.3% | -$19.70万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $44.83万 | 0.13% | 4,640 | -1,874 | -28.8% | -$18.11万 | 减仓 |
| — | EXXON MOBIL CORP | $45.08万 | 0.13% | 2,657 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $45.46万 | 0.14% | 4,017 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $45.55万 | 0.14% | 1,386 | -732 | -34.6% | -$24.06万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $47.32万 | 0.14% | 15,138 | 5,753 | 61.3% | $17.98万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $47.80万 | 0.14% | 5,104 | 1,499 | 41.6% | $14.04万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $48.77万 | 0.14% | 5,157 | -1,311 | -20.3% | -$12.40万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $49.57万 | 0.15% | 1,545 | -550 | -26.3% | -$17.64万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $49.92万 | 0.15% | 3,756 | -49 | -1.3% | -$6,512 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $50.80万 | 0.15% | 10,429 | -365 | -3.4% | -$1.78万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $53.61万 | 0.16% | 4,839 | 52 | 1.1% | $5,761 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $55.78万 | 0.17% | 27,310 | -460 | -1.7% | -$9,395 | 减仓 |
| RECS | COLUMBIA ETF TR I | $57.28万 | 0.17% | 14,694 | 7,027 | 91.7% | $27.39万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $58.47万 | 0.17% | 17,382 | 8,989 | 107.1% | $30.24万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $58.62万 | 0.17% | 22,016 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $59.77万 | 0.18% | 14,421 | -4,410 | -23.4% | -$18.28万 | 减仓 |
| ORCL | ORACLE CORP | $61.77万 | 0.18% | 4,199 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $65.65万 | 0.20% | 28,820 | 18,083 | 168.4% | $41.19万 | 加仓 |
| IVV | ISHARES TR | $66.69万 | 0.20% | 1,021 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $67.59万 | 0.20% | 2,125 | -367 | -14.7% | -$11.67万 | 减仓 |
| SMOT | VANECK ETF TRUST | $68.55万 | 0.20% | 19,480 | -345 | -1.7% | -$1.21万 | 减仓 |
| WELL | WELLTOWER INC | $68.68万 | 0.20% | 3,474 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $70.06万 | 0.21% | 5,614 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $71.88万 | 0.21% | 10,549 | 792 | 8.1% | $5.40万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $71.90万 | 0.21% | 36,639 | -797 | -2.1% | -$1.56万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $74.21万 | 0.22% | 34,454 | 12,829 | 59.3% | $27.63万 | 加仓 |
| XME | SPDR SERIES TRUST | $74.82万 | 0.22% | 6,927 | -317 | -4.4% | -$3.42万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $76.58万 | 0.23% | 17,569 | 298 | 1.7% | $1.30万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $77.04万 | 0.23% | 39,446 | -904 | -2.2% | -$1.77万 | 减仓 |
| RTX | RTX CORPORATION | $78.97万 | 0.23% | 4,094 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $80.33万 | 0.24% | 1,329 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $82.09万 | 0.24% | 4,954 | 0 | 0.0% | — | 不变 |
| SIXD | AIM ETF PRODUCTS TRUST | $82.87万 | 0.25% | 29,304 | 1,092 | 3.9% | $3.09万 | 加仓 |
| CAT | CATERPILLAR INC | $84.73万 | 0.25% | 1,196 | 1 | 0.1% | $708 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $85.26万 | 0.25% | 27,147 | 7,150 | 35.8% | $22.45万 | 加仓 |