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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $1.92万 | 0.01% | 71 | 1 | 1.4% | $270 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $1.95万 | 0.01% | 288 | -14 | -4.6% | -$946 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $2.00万 | 0.01% | 192 | 3 | 1.6% | $312 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $2.05万 | 0.01% | 348 | 19 | 5.8% | $1,118 | 加仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $2.05万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2.06万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $2.07万 | 0.01% | 182 | 1 | 0.6% | $114 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS I | $2.09万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $2.13万 | 0.01% | 65 | 1 | 1.6% | $328 | 加仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $2.17万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES MSCI WORLD ETF | $2.18万 | 0.01% | 108 | 2 | 1.9% | $404 | 加仓 |
| — | ADVISORSHARES FOCUSED EQUITY ETF | $2.25万 | 0.01% | 331 | 1 | 0.3% | $68 | 加仓 |
| ILF | ISHARES LATIN AMERICA 40ETF | $2.31万 | 0.01% | 686 | -13,893 | -95.3% | -$46.87万 | 减仓 |
| BX | BLACKSTONE INC | $2.35万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $2.35万 | 0.01% | 130 | -991 | -88.4% | -$17.95万 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $2.42万 | 0.01% | 359 | -339 | -48.6% | -$2.29万 | 减仓 |
| ET | ENERGY TRANSFER L P LP | $2.43万 | 0.01% | 1,271 | 21 | 1.7% | $401 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $2.44万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $2.45万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $2.45万 | 0.01% | 165 | 6 | 3.8% | $892 | 加仓 |
| PLD | PROLOGIS INC REIT | $2.48万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $2.61万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $2.61万 | 0.01% | 363 | 9 | 2.5% | $647 | 加仓 |
| F | FORD MTR CO DEL | $2.61万 | 0.01% | 1,880 | 17 | 0.9% | $236 | 加仓 |
| XYZ | BLOCK INC A CLASS A | $2.66万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL MEMORY ETF | $2.70万 | 0.01% | 365 | 365 | — | $2.70万 | 新建仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $2.70万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TRANSPORTATION AVERAGE ETF | $2.76万 | 0.01% | 318 | 1 | 0.3% | $87 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $2.80万 | 0.01% | 409 | 2 | 0.5% | $137 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $2.81万 | 0.02% | 245 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2.85万 | 0.02% | 495 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $2.86万 | 0.02% | 296 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $2.87万 | 0.02% | 779 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES EDGE MSCI INTL VALUE FACTOR ETF | $2.90万 | 0.02% | 693 | 11 | 1.6% | $460 | 加仓 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $2.91万 | 0.02% | 613 | 1 | 0.2% | $47 | 加仓 |
| CWST | CASELLA WASTE SYS INC CLASS A | $2.91万 | 0.02% | 300 | 100 | 50.0% | $9,697 | 加仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $2.95万 | 0.02% | 400 | 26 | 7.0% | $1,920 | 加仓 |
| ARIS | ARIS MNG CORP F | $2.98万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.98万 | 0.02% | 15 | 15 | — | $2.98万 | 新建仓 |
| GM | GENERAL MTRS CO | $3.08万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $3.09万 | 0.02% | 172 | 1 | 0.6% | $179 | 加仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $3.09万 | 0.02% | 248 | 2 | 0.8% | $249 | 加仓 |
| CPB | THE CAMPBELL'S CO | $3.12万 | 0.02% | 1,400 | 1,400 | — | $3.12万 | 新建仓 |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $3.14万 | 0.02% | 474 | 4 | 0.9% | $265 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $3.15万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $3.15万 | 0.02% | 213 | 1 | 0.5% | $148 | 加仓 |
| AMAT | APPLIED MATLS INC | $3.25万 | 0.02% | 45 | 0 | 0.0% | — | 不变 |
| TGRT | T. ROWE PRICE GROWTH ETF | $3.34万 | 0.02% | 731 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $3.44万 | 0.02% | 1,456 | 1,400 | 2,500.0% | $3.31万 | 加仓 |
| OKLO | OKLO INC CLASS A | $3.48万 | 0.02% | 665 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $3.61万 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $3.72万 | 0.02% | 646 | 6 | 0.9% | $346 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3.91万 | 0.02% | 154 | 2 | 1.3% | $508 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $4.04万 | 0.02% | 581 | 3 | 0.5% | $208 | 加仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $4.05万 | 0.02% | 209 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $4.07万 | 0.02% | 187 | 2 | 1.1% | $435 | 加仓 |
| PFG | PRINCIPAL FINL GROUP INC | $4.11万 | 0.02% | 381 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $4.27万 | 0.02% | 103 | 1 | 1.0% | $414 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAPDIVIDEND FUND | $4.28万 | 0.02% | 445 | 3 | 0.7% | $289 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $4.29万 | 0.02% | 181 | -76 | -29.6% | -$1.80万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CLASS C | $4.31万 | 0.02% | 100 | 62 | 163.2% | $2.68万 | 重新持有 |
| SMCI | SUPER MICRO COMPUTER INC | $4.32万 | 0.02% | 1,472 | 0 | 0.0% | — | 不变 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $4.40万 | 0.02% | 1,018 | 1 | 0.1% | $43 | 加仓 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $4.42万 | 0.02% | 1,832 | -565 | -23.6% | -$1.36万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $4.42万 | 0.02% | 581 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $4.47万 | 0.02% | 381 | 1 | 0.3% | $117 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $4.59万 | 0.02% | 88 | 1 | 1.1% | $521 | 加仓 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETF | $4.67万 | 0.02% | 257 | 2 | 0.8% | $363 | 加仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $4.69万 | 0.03% | 602 | 6 | 1.0% | $468 | 加仓 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF | $4.86万 | 0.03% | 678 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $4.91万 | 0.03% | 559 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $4.96万 | 0.03% | 634 | 1 | 0.2% | $78 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $4.99万 | 0.03% | 504 | -215 | -29.9% | -$2.13万 | 减仓 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $5.03万 | 0.03% | 703 | 0 | 0.0% | — | 不变 |
| — | ENB FINL CORP | $5.17万 | 0.03% | 1,878 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESH CORP | $5.20万 | 0.03% | 120 | 0 | 0.0% | — | 不变 |
| — | BITWISE XRP ETF | $5.48万 | 0.03% | 4,702 | 3,700 | 369.3% | $4.31万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $5.53万 | 0.03% | 151 | 151 | — | $5.53万 | 新建仓 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $5.88万 | 0.03% | 215 | 1 | 0.5% | $273 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $5.89万 | 0.03% | 194 | -31 | -13.8% | -$9,405 | 减仓 |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETF | $5.90万 | 0.03% | 652 | 2 | 0.3% | $181 | 加仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $6.06万 | 0.03% | 1,214 | 8 | 0.7% | $399 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $6.13万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $6.13万 | 0.03% | 635 | 2 | 0.3% | $193 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $6.19万 | 0.03% | 1,223 | -97 | -7.3% | -$4,910 | 减仓 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $6.21万 | 0.03% | 181 | -34 | -15.8% | -$1.17万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $6.43万 | 0.03% | 1,034 | 2 | 0.2% | $124 | 加仓 |
| PEP | PEPSICO INC | $6.98万 | 0.04% | 516 | 5 | 1.0% | $676 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $7.16万 | 0.04% | 577 | 1 | 0.2% | $124 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $7.29万 | 0.04% | 680 | -261 | -27.7% | -$2.80万 | 减仓 |
| HD | HOME DEPOT INC | $7.48万 | 0.04% | 212 | 1 | 0.5% | $353 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7.58万 | 0.04% | 1,050 | -685 | -39.5% | -$4.94万 | 减仓 |
| — | INVESCO QQQ EQUAL WEIGHTETF | $7.63万 | 0.04% | 2,519 | 3 | 0.1% | $91 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $7.72万 | 0.04% | 406 | -13 | -3.1% | -$2,473 | 减仓 |
| GEV | GE VERNOVA INC | $7.99万 | 0.04% | 68 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $8.10万 | 0.04% | 1,659 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL ENERGY ETF | $8.10万 | 0.04% | 1,649 | -87 | -5.0% | -$4,274 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | $8.36万 | 0.04% | 689 | 2 | 0.3% | $243 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $8.74万 | 0.05% | 1,355 | 1 | 0.1% | $64 | 加仓 |
| ABBV | ABBVIE INC | $8.79万 | 0.05% | 349 | 3 | 0.9% | $755 | 加仓 |