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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $793.33万 | 2.36% | 13,745 | -843 | -5.8% | -$48.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $758.32万 | 2.25% | 25,779 | -1,704 | -6.2% | -$50.12万 | 减仓 |
| AAPL | APPLE INC | $719.26万 | 2.14% | 28,341 | -54 | -0.2% | -$1.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $630.75万 | 1.87% | 25,804 | -2,757 | -9.7% | -$67.39万 | 减仓 |
| WMT | WALMART INC | $624.13万 | 1.85% | 50,220 | -1,336 | -2.6% | -$16.60万 | 减仓 |
| LLY | ELI LILLY & CO | $611.92万 | 1.82% | 6,653 | 1,979 | 42.3% | $182.02万 | 加仓 |
| MPC | MARATHON PETE CORP | $608.18万 | 1.81% | 24,907 | -3,117 | -11.1% | -$76.11万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $589.29万 | 1.75% | 45,001 | -1,972 | -4.2% | -$25.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $568.69万 | 1.69% | 15,363 | 1,091 | 7.6% | $40.39万 | 加仓 |
| AVGO | BROADCOM INC | $551.95万 | 1.64% | 17,833 | -400 | -2.2% | -$12.38万 | 减仓 |
| ETN | EATON CORP PLC | $546.59万 | 1.62% | 15,282 | -53 | -0.3% | -$1.90万 | 减仓 |
| CB | CHUBB LTD SWITZ | $536.84万 | 1.59% | 16,471 | -234 | -1.4% | -$7.63万 | 减仓 |
| ADI | ANALOG DEVICES INC | $531.93万 | 1.58% | 16,720 | -2,557 | -13.3% | -$81.35万 | 减仓 |
| CME | CME GROUP INC | $520.29万 | 1.55% | 17,616 | -169 | -1.0% | -$4.99万 | 减仓 |
| HD | HOME DEPOT INC | $514.81万 | 1.53% | 15,653 | 397 | 2.6% | $13.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $500.41万 | 1.49% | 99,683 | -13,153 | -11.7% | -$66.03万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $489.74万 | 1.46% | 16,859 | 293 | 1.8% | $8.51万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $488.43万 | 1.45% | 11,255 | 53 | 0.5% | $2.30万 | 加仓 |
| UNP | UNION PAC CORP | $468.64万 | 1.39% | 19,316 | 31 | 0.2% | $7,521 | 加仓 |
| ABBV | ABBVIE INC | $459.75万 | 1.37% | 21,139 | -48 | -0.2% | -$1.04万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $429.28万 | 1.28% | 132,250 | 4,132 | 3.2% | $13.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $425.00万 | 1.26% | 6,535 | -137 | -2.1% | -$8.91万 | 减仓 |
| BBY | BEST BUY INC | $413.94万 | 1.23% | 64,477 | 6,464 | 11.1% | $41.50万 | 加仓 |
| GEV | GE VERNOVA INC | $405.46万 | 1.20% | 4,645 | -192 | -4.0% | -$16.76万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $404.05万 | 1.20% | 140,734 | 4,634 | 3.4% | $13.30万 | 加仓 |
| CMI | CUMMINS INC | $390.55万 | 1.16% | 7,259 | -52 | -0.7% | -$2.80万 | 减仓 |
| ETR | ENTERGY CORP NEW | $385.47万 | 1.15% | 34,307 | 1,565 | 4.8% | $17.58万 | 加仓 |
| GOOGL | ALPHABET INC | $367.36万 | 1.09% | 12,775 | -545 | -4.1% | -$15.67万 | 减仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $363.74万 | 1.08% | 93,416 | -890 | -0.9% | -$3.47万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $358.95万 | 1.07% | 107,260 | 12,766 | 13.5% | $42.72万 | 加仓 |
| AMZN | AMAZON COM INC | $344.58万 | 1.02% | 16,545 | 624 | 3.9% | $13.00万 | 加仓 |
| IWM | ISHARES TR | $344.08万 | 1.02% | 13,874 | 3,191 | 29.9% | $79.14万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $329.93万 | 0.98% | 16,681 | 50 | 0.3% | $9,890 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $323.86万 | 0.96% | 15,920 | 40 | 0.3% | $8,137 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $317.43万 | 0.94% | 77,688 | -2,272 | -2.8% | -$9.28万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $311.45万 | 0.93% | 15,887 | 10 | 0.1% | $1,960 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $298.03万 | 0.89% | 63,533 | 5,951 | 10.3% | $27.92万 | 加仓 |
| MS | MORGAN STANLEY | $292.84万 | 0.87% | 17,794 | 397 | 2.3% | $6.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $290.48万 | 0.86% | 16,656 | 5,788 | 53.3% | $100.94万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $277.41万 | 0.82% | 59,351 | -707 | -1.2% | -$3.30万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $274.60万 | 0.82% | 54,056 | -549 | -1.0% | -$2.79万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $271.76万 | 0.81% | 79,823 | 1,357 | 1.7% | $4.62万 | 加仓 |
| ALL | ALLSTATE CORP | $270.21万 | 0.80% | 13,032 | 335 | 2.6% | $6.95万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $265.30万 | 0.79% | 33,129 | 681 | 2.1% | $5.45万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $263.84万 | 0.78% | 6,331 | 154 | 2.5% | $6.42万 | 加仓 |
| QGRW | WISDOMTREE TR | $256.96万 | 0.76% | 48,093 | 1,671 | 3.6% | $8.93万 | 加仓 |
| IQV | IQVIA HLDGS INC | $247.18万 | 0.73% | 14,494 | 1,358 | 10.3% | $23.16万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $237.89万 | 0.71% | 12,084 | 363 | 3.1% | $7.15万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $235.25万 | 0.70% | 30,509 | 30,509 | — | $235.25万 | 新建仓 |
| META | META PLATFORMS INC | $231.77万 | 0.69% | 4,051 | 143 | 3.7% | $8.18万 | 加仓 |
| STE | STERIS PLC | $231.59万 | 0.69% | 10,473 | 270 | 2.6% | $5.97万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $227.52万 | 0.68% | 8,188 | 403 | 5.2% | $11.20万 | 加仓 |
| ZTS | ZOETIS INC | $225.78万 | 0.67% | 19,100 | 19,100 | — | $225.78万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $223.64万 | 0.66% | 3,278 | -43 | -1.3% | -$2.93万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $217.98万 | 0.65% | 44,117 | 3,601 | 8.9% | $17.79万 | 加仓 |
| SPGI | S&P GLOBAL INC | $217.60万 | 0.65% | 5,116 | 190 | 3.9% | $8.08万 | 加仓 |
| NOBL | PROSHARES TR | $214.56万 | 0.64% | 20,240 | -4,570 | -18.4% | -$48.45万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $212.65万 | 0.63% | 7,615 | 6,395 | 524.2% | $178.58万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $211.98万 | 0.63% | 80,694 | 10,972 | 15.7% | $28.82万 | 加仓 |
| SNPS | SYNOPSYS INC | $207.56万 | 0.62% | 5,235 | 261 | 5.2% | $10.35万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $205.60万 | 0.61% | 9,560 | -364 | -3.7% | -$7.83万 | 减仓 |
| MDT | MEDTRONIC PLC | $201.16万 | 0.60% | 23,215 | -25,070 | -51.9% | -$217.23万 | 减仓 |
| MOAT | VANECK ETF TRUST | $200.23万 | 0.59% | 20,706 | 931 | 4.7% | $9.00万 | 加仓 |
| GCOW | PACER FDS TR | $199.54万 | 0.59% | 43,153 | -434 | -1.0% | -$2.01万 | 减仓 |
| CRM | SALESFORCE INC | $196.97万 | 0.59% | 10,552 | 1,204 | 12.9% | $22.48万 | 加仓 |
| CVX | CHEVRON CORPORATION | $196.75万 | 0.58% | 9,509 | -1,528 | -13.8% | -$31.62万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $195.37万 | 0.58% | 61,035 | 5,725 | 10.4% | $18.33万 | 加仓 |
| DXCM | DEXCOM INC | $192.12万 | 0.57% | 30,592 | 1,731 | 6.0% | $10.87万 | 加仓 |
| TJX | TJX COS INC NEW | $184.76万 | 0.55% | 11,569 | -7,575 | -39.6% | -$120.97万 | 减仓 |
| CSCO | CISCO SYS INC | $181.98万 | 0.54% | 23,454 | -260 | -1.1% | -$2.02万 | 减仓 |
| — | HONEYWELL INTL INC | $177.68万 | 0.53% | 7,861 | -94 | -1.2% | -$2.12万 | 减仓 |
| WM | WASTE MGMT INC DEL | $170.55万 | 0.51% | 7,422 | 115 | 1.6% | $2.64万 | 加仓 |
| LOW | LOWES COS INC | $165.70万 | 0.49% | 7,013 | 120 | 1.7% | $2.84万 | 加仓 |
| DGRW | WISDOMTREE TR | $162.24万 | 0.48% | 18,470 | 2,675 | 16.9% | $23.50万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $160.47万 | 0.48% | 28,362 | 28,362 | — | $160.47万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $159.06万 | 0.47% | 33,821 | -1,070 | -3.1% | -$5.03万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $157.14万 | 0.47% | 36,948 | 28,107 | 317.9% | $119.54万 | 加仓 |
| AZN | ASTRAZENECA PLC | $154.48万 | 0.46% | 7,833 | 7,833 | — | $154.48万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $154.45万 | 0.46% | 10,693 | 852 | 8.7% | $12.31万 | 加仓 |
| PEP | PEPSICO INC | $151.87万 | 0.45% | 9,780 | -11 | -0.1% | -$1,708 | 减仓 |
| SYK | STRYKER CORPORATION | $147.73万 | 0.44% | 4,496 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $147.25万 | 0.44% | 4,738 | 14 | 0.3% | $4,351 | 加仓 |
| USMV | ISHARES TR | $145.86万 | 0.43% | 15,728 | -74 | -0.5% | -$6,863 | 减仓 |
| AMGN | AMGEN INC | $143.63万 | 0.43% | 4,082 | -68 | -1.6% | -$2.39万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $140.84万 | 0.42% | 23,222 | -2,330 | -9.1% | -$14.13万 | 减仓 |
| COWG | PACER FDS TR | $139.47万 | 0.41% | 41,338 | 2,716 | 7.0% | $9.16万 | 加仓 |
| V | VISA INC | $139.30万 | 0.41% | 4,609 | -2,786 | -37.7% | -$84.20万 | 减仓 |
| COWZ | PACER FDS TR | $137.56万 | 0.41% | 21,988 | -714 | -3.1% | -$4.47万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $133.56万 | 0.40% | 10,200 | 639 | 6.7% | $8.37万 | 加仓 |
| USFR | WISDOMTREE TR | $127.48万 | 0.38% | 25,323 | 1,299 | 5.4% | $6.54万 | 加仓 |
| KO | COCA COLA CO | $125.63万 | 0.37% | 16,519 | 312 | 1.9% | $2.37万 | 加仓 |
| EMR | EMERSON ELEC CO | $123.91万 | 0.37% | 9,457 | 3 | 0.0% | $393 | 加仓 |
| ABT | ABBOTT LABORATORIES | $122.58万 | 0.36% | 11,939 | 1,411 | 13.4% | $14.49万 | 加仓 |
| LIN | LINDE PLC | $120.27万 | 0.36% | 2,426 | 29 | 1.2% | $1.44万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $117.87万 | 0.35% | 6,461 | 1,026 | 18.9% | $18.72万 | 加仓 |
| APH | AMPHENOL CORP | $112.11万 | 0.33% | 8,873 | 8,873 | — | $112.11万 | 新建仓 |
| QCOM | QUALCOMM INC | $112.09万 | 0.33% | 8,704 | 1,044 | 13.6% | $13.44万 | 加仓 |
| BA | BOEING CO | $112.01万 | 0.33% | 5,628 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $110.32万 | 0.33% | 11,214 | -813 | -6.8% | -$8.00万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $106.39万 | 0.32% | 15,581 | -155 | -1.0% | -$1.06万 | 减仓 |