Comprehensive Financial Planning, Inc./PA
EAST PETERSBURG PA · SEC CIK 0002044855
$1.88亿2026Q2 申报市值
427持仓数
33.4%前十大占比 · 第一大 4.7%
51 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BIL 重新持有+$330.52万
SNDK 加仓+$263.53万
MU 加仓+$211.83万
WDC 加仓+$136.70万
SAMT 新建仓+$104.86万
2026Q2 卖出最多 按季末市值估算
INNOVATOR IBD 50 清仓-$118.34万
SMH 减仓-$97.47万
GLW 重新持有-$46.97万
ILF 减仓-$46.87万
SLV 减仓-$43.70万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TRUST | $2,620 | 0.00% | 49 | -8,172 | -99.4% | -$43.70万 | 减仓 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $2,639 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHAS 5.75 PFDPFD SER DD | $2,761 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECHINNOVATION ETF | $2,762 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $2,838 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | THE HARTFORD INS 6 PFDPFD SER G | $2,852 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $2,931 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD F | $2,947 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $2,966 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FN | FABRINET F | $3,372 | 0.00% | 6 | 6 | — | $3,372 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP F | $3,628 | 0.00% | 81 | -1,255 | -93.9% | -$5.62万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $3,713 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3,829 | 0.00% | 41 | -596 | -93.6% | -$5.57万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $3,938 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $4,445 | 0.00% | 61 | 1 | 1.7% | $73 | 加仓 |
| FNB | F N B CORP PA | $4,522 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $4,574 | 0.00% | 145 | 2 | 1.4% | $63 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $4,611 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $5,069 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5,110 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $5,144 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVC INC CLASS B | $5,375 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $5,434 | 0.00% | 278 | 1 | 0.4% | $20 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $5,444 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $5,489 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $5,791 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $5,862 | 0.00% | 114 | 1 | 0.9% | $51 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5,872 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $5,889 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $5,909 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $6,158 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $6,164 | 0.00% | 106 | 106 | — | $6,164 | 新建仓 |
| — | ELECTRONIC ARTS INC | $6,341 | 0.00% | 31 | 1 | 3.3% | $205 | 加仓 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $6,355 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $6,381 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $6,382 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $6,610 | 0.00% | 22 | -76 | -77.6% | -$2.28万 | 减仓 |
| CI | THE CIGNA GROUP | $6,616 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $7,608 | 0.00% | 341 | 0 | 0.0% | — | 重新持有 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $7,635 | 0.00% | 96 | 1 | 1.1% | $80 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $7,711 | 0.00% | 100 | 25 | 33.3% | $1,928 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $7,828 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ECAT | BLACKROCK ESG CAPITAL AL | $7,860 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC FCLASS A | $7,895 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HLDGS INC EQUITCLASS EQUITY | $7,976 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $8,069 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $8,252 | 0.00% | 23 | 1 | 4.5% | $359 | 加仓 |
| T | AT&T INC | $8,280 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $8,284 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $8,295 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL | $8,375 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $8,468 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MP | MP MATLS CORP CLASS A | $8,682 | 0.00% | 155 | 5 | 3.3% | $280 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $8,712 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $9,140 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $9,210 | 0.00% | 96 | 1 | 1.1% | $96 | 加仓 |
| — | FIRST HORIZON 6.5 PFDPFD SER E | $9,392 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $9,397 | 0.01% | 80 | 42 | 110.5% | $4,933 | 重新持有 |
| CVS | CVS HEALTH CORP | $9,414 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| HMY | HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,415 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS A | $9,775 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $9,826 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $1.00万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.03万 | 0.01% | 213 | 2 | 0.9% | $97 | 加仓 |
| NDAQ | NASDAQ INC | $1.04万 | 0.01% | 132 | 1 | 0.8% | $79 | 加仓 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $1.07万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW | $1.09万 | 0.01% | 95 | 95 | — | $1.09万 | 新建仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.12万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.12万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $1.13万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $1.15万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $1.15万 | 0.01% | 73 | -47 | -39.2% | -$7,426 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1.16万 | 0.01% | 33 | 1 | 3.1% | $352 | 加仓 |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $1.18万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.22万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $1.26万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $1.26万 | 0.01% | 249 | 3 | 1.2% | $152 | 加仓 |
| PFE | PFIZER INC | $1.26万 | 0.01% | 524 | 5 | 1.0% | $120 | 加仓 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $1.27万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $1.32万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $1.33万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD F | $1.43万 | 0.01% | 500 | 500 | — | $1.43万 | 新建仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES | $1.43万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $1.48万 | 0.01% | 299 | -91 | -23.3% | -$4,498 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $1.48万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| — | QUARTERHILL INC F | $1.49万 | 0.01% | 8,849 | 8,849 | — | $1.49万 | 新建仓 |
| UBND | VICTORYSHARES CORE PLUS BOND ETF | $1.51万 | 0.01% | 696 | -5,244 | -88.3% | -$11.39万 | 减仓 |
| VRT | VERTIV HLDGS CO CLASS A | $1.54万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD RUSSELL 2000 VALUE INDEX FUND ETF SHARES | $1.56万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1.61万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $1.66万 | 0.01% | 119 | 1 | 0.8% | $139 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS 100 ETF | $1.66万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.69万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $1.71万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES | $1.73万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $1.77万 | 0.01% | 335 | 1 | 0.3% | $53 | 加仓 |
| GLD | SPDR GOLD SHARES | $1.77万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.79万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $1.80万 | 0.01% | 35 | 1 | 2.9% | $514 | 加仓 |
| HOOD | ROBINHOOD MKTS INC CLASS A | $1.86万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |