Comprehensive Financial Planning, Inc./PA
EAST PETERSBURG PA · SEC CIK 0002044855
$1.44亿2026Q1 申报市值
387持仓数
35.2%前十大占比 · 第一大 6.0%
36 / 58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
XTL 新建仓+$115.07万
JIVE 加仓+$88.36万
ILF 新建仓+$51.78万
IVV 加仓+$46.77万
PBW 加仓+$40.69万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$146.96万
META 减仓-$103.22万
MAGS 减仓-$98.14万
VIRTUS LIFESCI B 清仓-$55.71万
CLS 清仓-$43.19万
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 |
|---|---|---|---|---|---|---|---|---|
| — | VIRTUS LIFESCI BIOTECH PRODUCTS ETF | $0 | 0.00% | 0 | -6,971 | -100.0% | -$55.71万 | 清仓 |
| CLS | CELESTICA INC EQUITY FCLASS EQUITY | $0 | 0.00% | 0 | -1,461 | -100.0% | -$43.19万 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -4,784 | -100.0% | -$41.03万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -1,153 | -100.0% | -$36.14万 | 清仓 |
| IESC | IES HLDGS INC | $0 | 0.00% | 0 | -929 | -100.0% | -$36.14万 | 清仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMTM | AMENTUM HLDGS INC EQUITY | $0 | 0.00% | 0 | -8,830 | -100.0% | -$25.61万 | 清仓 |
| — | JPMORGAN PRIVATE MARKETS FUND CLASS I | $0 | 0.00% | 0 | -11,729 | -100.0% | -$20.52万 | 清仓 |
| — | JPMORGAN PRIVATE MARKETS FUND CLASS D | $0 | 0.00% | 0 | -9,939 | -100.0% | -$12.91万 | 清仓 |
| — | PROSHARES ULTRA S&P 500 EQ WEI ETF | $0 | 0.00% | 0 | -611 | -100.0% | -$2.50万 | 清仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLU ETF | $0 | 0.00% | 0 | -511 | -100.0% | -$2.43万 | 清仓 |
| EMB | ISHARES JPMORGAN USD MTSBOND ETF | $0 | 0.00% | 0 | -179 | -100.0% | -$1.72万 | 清仓 |
| IEF | ISHARES 7-10 YEAR TRSURYBOND ETF | $0 | 0.00% | 0 | -155 | -100.0% | -$1.49万 | 清仓 |
| — | PROSHARES ULTRA MIDCAP 400 ETF | $0 | 0.00% | 0 | -176 | -100.0% | -$1.23万 | 清仓 |
| — | PROSHARES ULTRA RUSSELL 2000 ETF | $0 | 0.00% | 0 | -258 | -100.0% | -$1.21万 | 清仓 |
| CZR | CAESARS ENTMT INC NEW | $0 | 0.00% | 0 | -500 | -100.0% | -$1.17万 | 清仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $0 | 0.00% | 0 | -108 | -100.0% | -$1.11万 | 清仓 |
| ITB | ISHARES US HOME CONSTRUCT ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$9,630 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -42 | -100.0% | -$8,129 | 清仓 |
| SPMB | ST STRET SPDR PRTFL MRTGBCKD ETF IV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYG | ISHARES IBOXX HIGH YIELDBOND ETF | $0 | 0.00% | 0 | -94 | -100.0% | -$7,579 | 清仓 |
| MBB | ISHARES MBS ETF | $0 | 0.00% | 0 | -78 | -100.0% | -$7,427 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -29 | -100.0% | -$7,028 | 清仓 |
| SCHW | CHARLES SCHWAB CORP | $0 | 0.00% | 0 | -67 | -100.0% | -$6,693 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -36 | -100.0% | -$5,781 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -21 | -100.0% | -$5,695 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -31 | -100.0% | -$5,503 | 清仓 |
| ETN | EATON CORP PLC F | $0 | 0.00% | 0 | -17 | -100.0% | -$5,414 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -42 | -100.0% | -$5,354 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -37 | -100.0% | -$5,329 | 清仓 |
| CEG | CONSTELLATION ENERGY COR | $0 | 0.00% | 0 | -15 | -100.0% | -$5,299 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$5,110 | 清仓 |
| RWK | INVESCO S P MIDCAP 400 REVENUE ETF | $0 | 0.00% | 0 | -39 | -100.0% | -$4,931 | 清仓 |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -41 | -100.0% | -$4,727 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -80 | -100.0% | -$4,687 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $0 | 0.00% | 0 | -53 | -100.0% | -$4,255 | 清仓 |
| BIL | ST STERT SPDR BLMBG 1 3 MN T BL ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGSB | ISHARES TR IS 1-5 YR IN GR CR BD ETF | $0 | 0.00% | 0 | -73 | -100.0% | -$3,860 | 清仓 |
| HII | HUNTINGTON INGALLS INDS | $0 | 0.00% | 0 | -11 | -100.0% | -$3,740 | 清仓 |
| STRL | STERLING INFRASTRUCTURE | $0 | 0.00% | 0 | -12 | -100.0% | -$3,674 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -12 | -100.0% | -$3,399 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$3,225 | 清仓 |
| BLK | BLACKROCK INC NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$3,211 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -51 | -100.0% | -$3,014 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -10 | -100.0% | -$2,960 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCHP | MICROCHIP TECHNOLOGY INC | $0 | 0.00% | 0 | -40 | -100.0% | -$2,548 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$2,532 | 清仓 |
| NLY | ANNALY CAP MGMT INC REIT | $0 | 0.00% | 0 | -112 | -100.0% | -$2,504 | 清仓 |
| BOTZ | GLOBAL X ROBOTICS ARTFCLINTLGNC ETF | $0 | 0.00% | 0 | -66 | -100.0% | -$2,391 | 清仓 |
| ENB | ENBRIDGE INC F | $0 | 0.00% | 0 | -50 | -100.0% | -$2,391 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -7 | -100.0% | -$2,355 | 清仓 |
| AMLP | ALPS ALERIAN MLP ETF | $0 | 0.00% | 0 | -49 | -100.0% | -$2,303 | 清仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $0 | 0.00% | 0 | -28 | -100.0% | -$2,250 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -1 | -100.0% | -$2,014 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,950 | 清仓 |
| — | ORIGIN MATLS INC CLASS CLASS A | $0 | 0.00% | 0 | -8,523 | -100.0% | -$1,804 | 清仓 |
| OZK | BANK OZK | $0 | 0.00% | 0 | -35 | -100.0% | -$1,610 | 清仓 |
| SHOP | SHOPIFY INC FCLASS A | $0 | 0.00% | 0 | -3 | -100.0% | -$482 | 清仓 |
| — | BIT ORIGIN LIMITED FCLASS A | $0 | 0.00% | 0 | -500 | -100.0% | -$86 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS | $0 | 0.00% | 0 | -1 | -100.0% | -$48 | 清仓 |
| — | FIRST REP BK SAN FRA | $0 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| — | SENTRY PETE LTD | $0 | 0.00% | 0 | -25 | -100.0% | — | 清仓 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $0 | 0.00% | 4 | 4 | — | — | 新建仓 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $0 | 0.00% | 4 | 4 | — | — | 新建仓 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $2 | 0.00% | 4 | 4 | — | $2 | 新建仓 |
| — | AMMPOWER CORP F | $12 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | BIT ORIGIN LTD FCLASS A | $17 | 0.00% | 8 | 8 | — | $17 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC CLASS CLASS A | $20 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORP F | $40 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CLASS A | $59 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MICC | THE MAGNUM ICE CREAM C F | $59 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $142 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | WRAP TECHNOLOGIES INC | $154 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CLASS A | $157 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC F | $174 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC CLASS A | $196 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TACK | FAIRLEAD TACTICAL SECTORFUND | $212 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $221 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC CLASS CLASS A | $230 | 0.00% | 50 | -1,975 | -97.5% | -$9,085 | 减仓 |
| UNIT | UNITI GROUP INC NEW | $234 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $243 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $301 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $306 | 0.00% | 1 | -16 | -94.1% | -$4,896 | 减仓 |
| — | MASIMO CORP | $355 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $369 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD F | $379 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| OABI | OMNIAB INC | $507 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INCLASS CLASS A | $561 | 0.00% | 120 | 120 | — | $561 | 新建仓 |
| OGN | ORGANON & CO | $587 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | ORIGIN MATLS INC CLASS CLASS A | $647 | 0.00% | 284 | 284 | — | $647 | 新建仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $693 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $749 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | HIGH TEMPLAR TECH FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $776 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TRUST INTER DUR PR | $810 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | LEADERSHARES ALPHAFACTORTACTICAL FOCUSED ETF | $866 | 0.00% | 22 | 0 | 0.0% | — | 不变 |