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 |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A F | $1.21万 | 0.01% | 25 | 25 | — | $1.21万 | 新建仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES | $1.23万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $1.25万 | 0.01% | 246 | 3 | 1.2% | $152 | 加仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $1.26万 | 0.01% | 159 | 159 | — | $1.26万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC CLASS CLASS A | $1.28万 | 0.01% | 185 | -2,698 | -93.6% | -$18.70万 | 减仓 |
| CCL | CARNIVAL CORP F | $1.29万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS I | $1.32万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $1.33万 | 0.01% | 122 | -214 | -63.7% | -$2.33万 | 减仓 |
| VTWV | VANGUARD RUSSELL 2000 VALUE INDEX FUND ETF SHARES | $1.34万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $1.36万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.38万 | 0.01% | 211 | 1 | 0.5% | $65 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1.39万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $1.42万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN-WILLIAMS CO | $1.43万 | 0.01% | 44 | 44 | — | $1.43万 | 新建仓 |
| PFE | PFIZER INC | $1.46万 | 0.01% | 519 | 4 | 0.8% | $112 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS 100 ETF | $1.47万 | 0.01% | 328 | 3 | 0.9% | $135 | 加仓 |
| VONE | VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES | $1.51万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| — | BITWISE XRP ETF | $1.51万 | 0.01% | 1,002 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $1.54万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.54万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC CLASS CLASS A | $1.59万 | 0.01% | 200 | -300 | -60.0% | -$2.38万 | 重新持有 |
| SOFI | SOFI TECHNOLOGIES INC | $1.59万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.67万 | 0.01% | 329 | -86 | -20.7% | -$4,377 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.70万 | 0.01% | 106 | -750 | -87.6% | -$12.02万 | 减仓 |
| LIN | LINDE PLC F | $1.71万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $1.73万 | 0.01% | 612 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $1.76万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1.82万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $1.84万 | 0.01% | 189 | 144 | 320.0% | $1.40万 | 加仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $1.84万 | 0.01% | 216 | 216 | — | $1.84万 | 新建仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $1.86万 | 0.01% | 194 | 194 | — | $1.86万 | 新建仓 |
| TRV | TRAVELERS COS INC | $1.88万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $1.89万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES MSCI WORLD ETF | $1.92万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $1.93万 | 0.01% | 302 | -4,508 | -93.7% | -$28.83万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $1.99万 | 0.01% | 159 | 52 | 48.6% | $6,497 | 加仓 |
| GLD | SPDR GOLD SHARES | $2.07万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $2.08万 | 0.01% | 390 | -129 | -24.9% | -$6,890 | 减仓 |
| XYZ | BLOCK INC A CLASS CLASS A | $2.11万 | 0.01% | 350 | -100 | -22.2% | -$6,018 | 减仓 |
| — | ADVISORSHARES FOCUSED EQUITY ETF | $2.14万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $2.15万 | 0.01% | 1,863 | 20 | 1.1% | $231 | 加仓 |
| MCD | MCDONALDS CORP | $2.19万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $2.19万 | 0.02% | 342 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $2.26万 | 0.02% | 181 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $2.29万 | 0.02% | 245 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2.30万 | 0.02% | 200 | -32 | -13.8% | -$3,680 | 减仓 |
| NFLX | NETFLIX INC | $2.31万 | 0.02% | 240 | -120 | -33.3% | -$1.15万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $2.31万 | 0.02% | 407 | 345 | 556.5% | $1.96万 | 加仓 |
| MO | ALTRIA GROUP INC | $2.34万 | 0.02% | 354 | 87 | 32.6% | $5,748 | 加仓 |
| IYT | ISHARES TRANSPORTATION AVERAGE ETF | $2.37万 | 0.02% | 317 | 1 | 0.3% | $75 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2.39万 | 0.02% | 495 | 495 | — | $2.39万 | 新建仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $2.41万 | 0.02% | 779 | 779 | — | $2.41万 | 新建仓 |
| ET | ENERGY TRANSFER L P LP | $2.41万 | 0.02% | 1,250 | 1,250 | — | $2.41万 | 新建仓 |
| PLD | PROLOGIS INC REIT | $2.42万 | 0.02% | 183 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $2.45万 | 0.02% | 98 | 0 | 0.0% | — | 不变 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $2.55万 | 0.02% | 505 | 481 | 2,004.2% | $2.43万 | 加仓 |
| LRCX | LAM RESH CORP | $2.56万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $2.64万 | 0.02% | 374 | -90 | -19.4% | -$6,342 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $2.68万 | 0.02% | 296 | -210 | -41.5% | -$1.90万 | 减仓 |
| IVLU | ISHARES EDGE MSCI INTL VALUE FACTOR ETF | $2.71万 | 0.02% | 682 | 682 | — | $2.71万 | 新建仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $2.73万 | 0.02% | 246 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $2.77万 | 0.02% | 102 | -16 | -13.6% | -$4,347 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $2.82万 | 0.02% | 212 | 1 | 0.5% | $133 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $2.87万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| TGRT | T. ROWE PRICE GROWTH ETF | $2.87万 | 0.02% | 731 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $2.88万 | 0.02% | 698 | 342 | 96.1% | $1.41万 | 加仓 |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $2.96万 | 0.02% | 470 | 4 | 0.9% | $252 | 加仓 |
| GM | GENERAL MTRS CO | $2.98万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $3.02万 | 0.02% | 171 | 171 | — | $3.02万 | 新建仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $3.22万 | 0.02% | 209 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC CLASS A | $3.30万 | 0.02% | 665 | -150 | -18.4% | -$7,438 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $3.35万 | 0.02% | 1,472 | -1,572 | -51.6% | -$3.58万 | 减仓 |
| PFG | PRINCIPAL FINL GROUP INC | $3.43万 | 0.02% | 381 | 381 | — | $3.43万 | 新建仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $3.56万 | 0.02% | 661 | 179 | 37.1% | $9,645 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $3.65万 | 0.03% | 185 | 1 | 0.5% | $197 | 加仓 |
| ARIS | ARIS MNG CORP F | $3.71万 | 0.03% | 2,000 | 2,000 | — | $3.71万 | 新建仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $3.72万 | 0.03% | 578 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $3.74万 | 0.03% | 825 | -825 | -50.0% | -$3.74万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3.74万 | 0.03% | 152 | 2 | 1.3% | $492 | 加仓 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF | $3.76万 | 0.03% | 678 | 678 | — | $3.76万 | 新建仓 |
| TPLC | TIMOTHY PLAN US LARGE/ MID CAP CORE ETF | $3.79万 | 0.03% | 817 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $3.83万 | 0.03% | 380 | 1 | 0.3% | $101 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $3.88万 | 0.03% | 640 | 6 | 0.9% | $364 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAPDIVIDEND FUND | $3.95万 | 0.03% | 442 | 2 | 0.5% | $179 | 加仓 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $3.97万 | 0.03% | 1,017 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $3.98万 | 0.03% | 581 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $4.06万 | 0.03% | 87 | 0 | 0.0% | — | 不变 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $4.11万 | 0.03% | 703 | 703 | — | $4.11万 | 新建仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $4.28万 | 0.03% | 559 | 0 | 0.0% | — | 不变 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETF | $4.56万 | 0.03% | 255 | 1 | 0.4% | $179 | 加仓 |
| — | ENB FINL CORP | $4.60万 | 0.03% | 1,878 | -1,701 | -47.5% | -$4.17万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $4.67万 | 0.03% | 596 | 2 | 0.3% | $157 | 加仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $4.71万 | 0.03% | 633 | 1 | 0.2% | $74 | 加仓 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $5.06万 | 0.04% | 214 | 1 | 0.5% | $237 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $5.15万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETF | $5.39万 | 0.04% | 650 | 2 | 0.3% | $166 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $5.54万 | 0.04% | 257 | 78 | 43.6% | $1.68万 | 加仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $5.71万 | 0.04% | 1,206 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $5.82万 | 0.04% | 2,397 | -792 | -24.8% | -$1.92万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $5.88万 | 0.04% | 633 | 2 | 0.3% | $186 | 加仓 |