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 |
|---|---|---|---|---|---|---|---|---|
| CRON | CRONOS GROUP INC F | $993 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CLASS A | $1,013 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1,050 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS INDEXFUND ETF SHARES | $1,126 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,139 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | CYBERLOQ TECHNOLOGIES IN | $1,241 | 0.00% | 8,624 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1,259 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CLASS A | $1,302 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INT F | $1,309 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | LEADERSHARESTM ALPHAFACTOR US CORE EQUITY ETF | $1,331 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $1,374 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $1,567 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI BRAZIL SMALL-CAP ETF | $1,629 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $1,792 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAPITAL CORP | $1,862 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC F | $1,992 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1,997 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $2,013 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2,075 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | $2,126 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC F | $2,299 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL DYNAMIC DIV | $2,332 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| — | METLIFE INC 5.625 PFDPFD SER E | $2,558 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECHINNOVATION ETF | $2,660 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $2,718 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $2,749 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHAS 5.75 PFDPFD SER DD | $2,783 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $2,808 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | THE HARTFORD INS 6 PFDPFD SER G | $2,830 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $2,855 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $2,942 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $3,062 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $3,218 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $3,827 | 0.00% | 25 | 25 | — | $3,827 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $3,840 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD F | $3,856 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP PA | $3,962 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $4,239 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $4,262 | 0.00% | 113 | 1 | 0.9% | $38 | 加仓 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $4,365 | 0.00% | 25 | 25 | — | $4,365 | 新建仓 |
| IBM | IBM CORP | $4,366 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $4,479 | 0.00% | 50 | 50 | — | $4,479 | 新建仓 |
| OMC | OMNICOM GROUP INC | $4,547 | 0.00% | 60 | 1 | 1.7% | $76 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $4,627 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $4,645 | 0.00% | 277 | 277 | — | $4,645 | 新建仓 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $4,919 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $4,935 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $4,972 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $4,988 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $4,990 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAPETF | $5,064 | 0.00% | 75 | -75 | -50.0% | -$5,064 | 减仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $5,157 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5,235 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $5,314 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $5,350 | 0.00% | 99 | -352 | -78.0% | -$1.90万 | 减仓 |
| — | NEUBERGER ENERGY TRANSITION & INFRASTRUCTURE ETF | $5,376 | 0.00% | 130 | 130 | — | $5,376 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $5,558 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $5,567 | 0.00% | 32 | 32 | — | $5,567 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $6,102 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $6,194 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HLDGS INC EQUITCLASS EQUITY | $6,231 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $6,299 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $6,402 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $6,535 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $6,548 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ECAT | BLACKROCK ESG CAPITAL AL | $6,790 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $6,806 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $6,878 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $7,159 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MP | MP MATLS CORP CLASS CLASS A | $7,239 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CLASS CLASS A | $7,363 | 0.01% | 390 | 350 | 875.0% | $6,608 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $7,378 | 0.01% | 125 | 125 | — | $7,378 | 新建仓 |
| VIS | VANGUARD INDUSTRIALS INDEX FUND ETF SHARES | $7,493 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL | $7,710 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $7,959 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $8,024 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $8,084 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $8,282 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $8,295 | 0.01% | 386 | 386 | — | $8,295 | 新建仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $8,321 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $8,391 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC FCLASS CLASS A | $8,514 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $9,186 | 0.01% | 313 | 313 | — | $9,186 | 新建仓 |
| DIS | DISNEY WALT CO | $9,222 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $9,416 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| — | FIRST HORIZON 6.5 PFDPFD SER E | $9,496 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| HMY | HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,514 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $9,701 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS A | $9,741 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $1.00万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $1.04万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.06万 | 0.01% | 100 | -9 | -8.3% | -$954 | 减仓 |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $1.08万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $1.10万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $1.11万 | 0.01% | 131 | 1 | 0.8% | $85 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1.12万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HLDGS CO CLASS CLASS A | $1.15万 | 0.01% | 46 | -22 | -32.4% | -$5,516 | 减仓 |
| T | AT&T INC | $1.16万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $1.18万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $1.18万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |