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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $5.89万 | 0.04% | 225 | -23 | -9.3% | -$6,025 | 减仓 |
| — | LYNAS RARE EARTHS ORDF | $5.89万 | 0.04% | 4,504 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $5.94万 | 0.04% | 68 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $6.12万 | 0.04% | 793 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $6.13万 | 0.04% | 1,354 | 2 | 0.1% | $91 | 加仓 |
| — | INVESCO QQQ EQUAL WEIGHTETF | $6.15万 | 0.04% | 2,516 | 2,516 | — | $6.15万 | 新建仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $6.15万 | 0.04% | 144 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $6.43万 | 0.04% | 215 | 1 | 0.5% | $299 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $6.46万 | 0.04% | 1,032 | 10 | 1.0% | $626 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $6.69万 | 0.05% | 1,320 | -284 | -17.7% | -$1.44万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | $6.88万 | 0.05% | 687 | 2 | 0.3% | $200 | 加仓 |
| NEM | NEWMONT CORP | $6.90万 | 0.05% | 637 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $6.95万 | 0.05% | 211 | -186 | -46.9% | -$6.13万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $7.08万 | 0.05% | 419 | 1 | 0.2% | $169 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $7.14万 | 0.05% | 719 | -431 | -37.5% | -$4.28万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP F | $7.30万 | 0.05% | 1,336 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $7.53万 | 0.05% | 346 | -200 | -36.6% | -$4.35万 | 减仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $7.63万 | 0.05% | 1,659 | -42 | -2.5% | -$1,931 | 减仓 |
| QCOM | QUALCOMM INC | $7.73万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $7.89万 | 0.05% | 278 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $7.95万 | 0.06% | 511 | -10 | -1.9% | -$1,555 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $8.15万 | 0.06% | 227 | -52 | -18.6% | -$1.87万 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES | $8.38万 | 0.06% | 411 | 2 | 0.5% | $408 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $9.50万 | 0.07% | 2,884 | 2,884 | — | $9.50万 | 新建仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $9.70万 | 0.07% | 997 | 1 | 0.1% | $97 | 加仓 |
| WCN | WASTE CONNECTIONS INC F | $9.75万 | 0.07% | 600 | -200 | -25.0% | -$3.25万 | 减仓 |
| JHMM | JOHN HANCOCK MULTIFACTORMID CAP ETF | $9.92万 | 0.07% | 1,478 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL ENERGY ETF | $10.01万 | 0.07% | 1,736 | 101 | 6.2% | $5,821 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $10.39万 | 0.07% | 432 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTMT INC | $10.42万 | 0.07% | 683 | -105 | -13.3% | -$1.60万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $10.44万 | 0.07% | 941 | 3 | 0.3% | $333 | 加仓 |
| ARM | ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $10.59万 | 0.07% | 700 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $10.99万 | 0.08% | 684 | 1 | 0.1% | $161 | 加仓 |
| SMLF | ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF | $11.04万 | 0.08% | 1,462 | 3 | 0.2% | $227 | 加仓 |
| VLO | VALERO ENERGY CORP NEW | $11.12万 | 0.08% | 450 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $11.23万 | 0.08% | 1,403 | -472 | -25.2% | -$3.78万 | 减仓 |
| GARP | ISHARES MSCI USA QUALITYGARP ETF | $11.62万 | 0.08% | 1,817 | 1 | 0.1% | $64 | 加仓 |
| KO | THE COCA-COLA CO | $11.78万 | 0.08% | 1,548 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $12.13万 | 0.08% | 1,400 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $12.35万 | 0.09% | 4,248 | 4,248 | — | $12.35万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $12.48万 | 0.09% | 1,735 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO. INC. | $12.56万 | 0.09% | 1,044 | 1 | 0.1% | $120 | 加仓 |
| UBND | VICTORYSHARES CORE PLUS BOND ETF | $12.94万 | 0.09% | 5,940 | 4,804 | 422.9% | $10.46万 | 加仓 |
| ALAB | ASTERA LABS INC | $13.00万 | 0.09% | 1,186 | -503 | -29.8% | -$5.51万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $13.16万 | 0.09% | 213 | 3 | 1.4% | $1,854 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $13.69万 | 0.09% | 313 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $14.49万 | 0.10% | 228 | 62 | 37.3% | $3.94万 | 加仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $14.70万 | 0.10% | 1,848 | 1,367 | 284.2% | $10.87万 | 加仓 |
| NOW | SERVICENOW INC | $14.89万 | 0.10% | 1,424 | -1,761 | -55.3% | -$18.41万 | 减仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $15.74万 | 0.11% | 1,465 | 6 | 0.4% | $645 | 加仓 |
| XSMO | INVESCO S & P SMLCP MOMENTM ETF | $17.65万 | 0.12% | 2,322 | 636 | 37.7% | $4.83万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $17.80万 | 0.12% | 7,192 | 6,139 | 583.0% | $15.19万 | 加仓 |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $19.05万 | 0.13% | 4,269 | 14 | 0.3% | $625 | 加仓 |
| PNC | PNC FINL SERVICES | $19.58万 | 0.14% | 941 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $20.48万 | 0.14% | 2,413 | 1,170 | 94.1% | $9.93万 | 加仓 |
| V | VISA INC CLASS CLASS A | $21.52万 | 0.15% | 712 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $24.42万 | 0.17% | 8,008 | 7,720 | 2,680.6% | $23.55万 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $24.51万 | 0.17% | 1,205 | 126 | 11.7% | $2.56万 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $24.52万 | 0.17% | 1,121 | -486 | -30.2% | -$10.63万 | 重新持有 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $24.53万 | 0.17% | 4,004 | 23 | 0.6% | $1,409 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $24.56万 | 0.17% | 873 | 873 | — | $24.56万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $24.87万 | 0.17% | 736 | 75 | 11.3% | $2.53万 | 加仓 |
| CVX | CHEVRON CORP NEW | $26.30万 | 0.18% | 1,271 | 8 | 0.6% | $1,655 | 加仓 |
| VST | VISTRA CORP | $28.26万 | 0.20% | 1,879 | -1,199 | -39.0% | -$18.03万 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORCLASS CLASS A | $28.57万 | 0.20% | 5,165 | 5,165 | — | $28.57万 | 新建仓 |
| AVEM | AVANTIS EMERGING MARKETSEQUITY ETF | $28.59万 | 0.20% | 3,548 | 3,240 | 1,051.9% | $26.11万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $29.80万 | 0.21% | 1,101 | 300 | 37.5% | $8.12万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $30.31万 | 0.21% | 1,644 | 7 | 0.4% | $1,291 | 加仓 |
| NRG | NRG ENERGY INC | $31.06万 | 0.22% | 2,125 | 672 | 46.2% | $9.82万 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $31.43万 | 0.22% | 1,095 | 101 | 10.2% | $2.90万 | 加仓 |
| IETC | ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF | $31.47万 | 0.22% | 3,561 | -1,404 | -28.3% | -$12.41万 | 减仓 |
| NVT | NVENT ELEC PLC F | $31.72万 | 0.22% | 2,682 | 2,680 | 134,000.0% | $31.70万 | 加仓 |
| FULT | FULTON FINL CORP PA | $36.69万 | 0.25% | 18,039 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF | $38.36万 | 0.27% | 5,890 | 37 | 0.6% | $2,410 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $38.68万 | 0.27% | 1,052 | 1 | 0.1% | $368 | 加仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $38.77万 | 0.27% | 1,423 | 5 | 0.4% | $1,362 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $40.79万 | 0.28% | 8,740 | 670 | 8.3% | $3.13万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $41.45万 | 0.29% | 1,665 | 1 | 0.1% | $249 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $46.35万 | 0.32% | 1,444 | 3 | 0.2% | $963 | 加仓 |
| — | EXXON MOBIL CORP | $47.31万 | 0.33% | 2,788 | 17 | 0.6% | $2,884 | 加仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $48.67万 | 0.34% | 9,961 | 76 | 0.8% | $3,714 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $50.53万 | 0.35% | 3,412 | 13 | 0.4% | $1,925 | 加仓 |
| RTX | RTX CORP | $51.32万 | 0.36% | 2,660 | 9 | 0.3% | $1,736 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $51.43万 | 0.36% | 9,074 | 172 | 1.9% | $9,750 | 加仓 |
| GFLW | VICTORYSHARES FREE CASH FLOW GROWTH ETF | $51.78万 | 0.36% | 19,691 | 1,392 | 7.6% | $3.66万 | 加仓 |
| ILF | ISHARES LATIN AMERICA 40ETF | $51.78万 | 0.36% | 14,579 | 14,579 | — | $51.78万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $52.39万 | 0.36% | 11,416 | 74 | 0.7% | $3,396 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $53.33万 | 0.37% | 3,744 | 9 | 0.2% | $1,282 | 加仓 |
| CDC | VICTORYSHARES US EQ INCOME ENH VOL WTD IDX ETF | $53.53万 | 0.37% | 7,493 | 43 | 0.6% | $3,072 | 加仓 |
| TGRW | T. ROWE PRICE GROWTH STOCK ETF | $53.62万 | 0.37% | 13,240 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES MDT LARGE CAP VALUE ETF | $53.76万 | 0.37% | 17,064 | 8,734 | 104.8% | $27.52万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUMETF | $55.94万 | 0.39% | 4,989 | 678 | 15.7% | $7.60万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $56.02万 | 0.39% | 8,221 | -5,042 | -38.0% | -$34.36万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $56.71万 | 0.39% | 14,382 | 2,442 | 20.5% | $9.63万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $56.78万 | 0.39% | 2,592 | -95 | -3.5% | -$2.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $58.22万 | 0.40% | 1,979 | 7 | 0.4% | $2,059 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $64.72万 | 0.45% | 13,110 | 98 | 0.8% | $4,838 | 加仓 |
| AVGO | BROADCOM INC | $65.87万 | 0.46% | 2,128 | 4 | 0.2% | $1,238 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $65.94万 | 0.46% | 4,549 | 25 | 0.6% | $3,624 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $68.12万 | 0.47% | 5,126 | -894 | -14.9% | -$11.88万 | 减仓 |