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 |
|---|---|---|---|---|---|---|---|---|
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $9.02万 | 0.05% | 227 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES | $9.04万 | 0.05% | 412 | 1 | 0.2% | $219 | 加仓 |
| LYV | LIVE NATION ENTMT INC | $9.36万 | 0.05% | 511 | -172 | -25.2% | -$3.15万 | 减仓 |
| WCN | WASTE CONNECTIONS INC F | $10.00万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $10.39万 | 0.06% | 278 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $10.46万 | 0.06% | 2,884 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $11.02万 | 0.06% | 999 | 2 | 0.2% | $221 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $11.02万 | 0.06% | 1,216 | -187 | -13.3% | -$1.69万 | 减仓 |
| QCOM | QUALCOMM INC | $11.09万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTORMID CAP ETF | $11.13万 | 0.06% | 1,484 | 6 | 0.4% | $450 | 加仓 |
| VLO | VALERO ENERGY CORP NEW | $11.72万 | 0.06% | 450 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $12.59万 | 0.07% | 1,549 | 1 | 0.1% | $81 | 加仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $12.69万 | 0.07% | 686 | 2 | 0.3% | $370 | 加仓 |
| SMLF | ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF | $13.07万 | 0.07% | 1,466 | 4 | 0.3% | $357 | 加仓 |
| NOW | SERVICENOW INC | $13.14万 | 0.07% | 1,324 | -100 | -7.0% | -$9,928 | 减仓 |
| MRK | MERCK & CO. INC. | $13.42万 | 0.07% | 1,045 | 1 | 0.1% | $128 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $13.54万 | 0.07% | 1,418 | 18 | 1.3% | $1,718 | 加仓 |
| SNEX | STONEX GROUP INC | $14.66万 | 0.08% | 1,237 | 1,237 | — | $14.66万 | 新建仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $14.86万 | 0.08% | 433 | 1 | 0.2% | $343 | 加仓 |
| SPCX | SPACE EX TECH SPACEX CLASS A | $15.31万 | 0.08% | 896 | 896 | — | $15.31万 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $15.35万 | 0.08% | 4,248 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $15.88万 | 0.08% | 226 | 13 | 6.1% | $9,135 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $16.21万 | 0.09% | 1,881 | 3 | 0.2% | $258 | 加仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $16.76万 | 0.09% | 1,473 | 8 | 0.5% | $910 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $19.94万 | 0.11% | 7,198 | 6 | 0.1% | $166 | 加仓 |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $20.98万 | 0.11% | 4,279 | 10 | 0.2% | $490 | 加仓 |
| CVX | CHEVRON CORP NEW | $21.19万 | 0.11% | 1,278 | 7 | 0.6% | $1,161 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $21.41万 | 0.11% | 4,031 | 27 | 0.7% | $1,434 | 加仓 |
| GARP | ISHARES MSCI USA QUALITYGARP ETF | $21.47万 | 0.11% | 2,601 | 784 | 43.1% | $6.47万 | 加仓 |
| XSMO | INVESCO S & P SMLCP MOMENTM ETF | $21.69万 | 0.12% | 2,317 | -5 | -0.2% | -$468 | 减仓 |
| PNC | PNC FINL SERVICES | $23.17万 | 0.12% | 941 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $23.34万 | 0.12% | 781 | -642 | -45.1% | -$19.19万 | 减仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $23.58万 | 0.13% | 2,114 | 266 | 14.4% | $2.97万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $24.00万 | 0.13% | 2,808 | 2,015 | 254.1% | $17.22万 | 加仓 |
| V | VISA INC CLASS A | $24.46万 | 0.13% | 713 | 1 | 0.1% | $343 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $24.70万 | 0.13% | 2,769 | 356 | 14.8% | $3.18万 | 加仓 |
| ARM | ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $24.86万 | 0.13% | 701 | 1 | 0.1% | $355 | 加仓 |
| VST | VISTRA CORP | $27.67万 | 0.15% | 1,744 | -135 | -7.2% | -$2.14万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $27.88万 | 0.15% | 8,008 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC CLASS A | $30.89万 | 0.16% | 10,832 | 10,832 | — | $30.89万 | 新建仓 |
| NRG | NRG ENERGY INC | $32.06万 | 0.17% | 2,195 | 70 | 3.3% | $1.02万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $32.63万 | 0.17% | 1,651 | 7 | 0.4% | $1,383 | 加仓 |
| FULT | FULTON FINL CORP PA | $33.41万 | 0.18% | 13,811 | -4,228 | -23.4% | -$10.23万 | 减仓 |
| FIX | COMFORT SYS USA INC | $34.68万 | 0.18% | 175 | -130 | -42.6% | -$25.77万 | 重新持有 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $34.92万 | 0.19% | 5,614 | 4,953 | 749.3% | $30.81万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $35.15万 | 0.19% | 736 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD F | $36.32万 | 0.19% | 3,997 | 3,997 | — | $36.32万 | 新建仓 |
| RBC | RBC BEARINGS INC | $36.65万 | 0.20% | 569 | 569 | — | $36.65万 | 新建仓 |
| NVT | NVENT ELEC PLC F | $36.82万 | 0.20% | 2,171 | -511 | -19.1% | -$8.67万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS | $37.51万 | 0.20% | 5,378 | 5,378 | — | $37.51万 | 新建仓 |
| AVEM | AVANTIS EMERGING MARKETSEQUITY ETF | $37.91万 | 0.20% | 3,929 | 381 | 10.7% | $3.68万 | 加仓 |
| IETC | ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF | $38.26万 | 0.20% | 3,564 | 3 | 0.1% | $322 | 加仓 |
| DY | DYCOM INDS INC | $38.32万 | 0.20% | 758 | 758 | — | $38.32万 | 新建仓 |
| — | EXXON MOBIL CORP | $38.34万 | 0.20% | 2,805 | 17 | 0.6% | $2,324 | 加仓 |
| GOOG | ALPHABET INC CLASS C | $38.74万 | 0.21% | 1,096 | 1 | 0.1% | $353 | 加仓 |
| APH | AMPHENOL CORP NEW CLASS A | $39.25万 | 0.21% | 2,226 | -72 | -3.1% | -$1.27万 | 重新持有 |
| MTZ | MASTEC INC | $40.86万 | 0.22% | 982 | 982 | — | $40.86万 | 新建仓 |
| XMTR | XOMETRY INC CLASS A | $41.39万 | 0.22% | 4,288 | 4,288 | — | $41.39万 | 新建仓 |
| XMVM | INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF | $41.96万 | 0.22% | 5,917 | 27 | 0.5% | $1,915 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $42.13万 | 0.22% | 5,952 | 5,952 | — | $42.13万 | 新建仓 |
| ATRO | ASTRONICS CORP | $45.07万 | 0.24% | 5,547 | 5,547 | — | $45.07万 | 新建仓 |
| BE | BLOOM ENERGY CORP CLASS A | $45.74万 | 0.24% | 1,511 | 1,511 | — | $45.74万 | 新建仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $46.31万 | 0.25% | 5,268 | 8 | 0.2% | $703 | 加仓 |
| BELFB | BEL FUSE INC CLASS B | $46.36万 | 0.25% | 1,392 | 1,392 | — | $46.36万 | 新建仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $46.46万 | 0.25% | 8,226 | -848 | -9.3% | -$4.79万 | 减仓 |
| ENVA | ENOVA INTL INC | $46.70万 | 0.25% | 1,940 | 1,940 | — | $46.70万 | 新建仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $47.87万 | 0.26% | 7,296 | -1,444 | -16.5% | -$9.47万 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $48.45万 | 0.26% | 1,667 | 2 | 0.1% | $581 | 加仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $49.24万 | 0.26% | 10,077 | 116 | 1.2% | $5,669 | 加仓 |
| RTX | RTX CORP | $50.67万 | 0.27% | 2,671 | 11 | 0.4% | $2,087 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $54.65万 | 0.29% | 3,458 | 46 | 1.3% | $7,270 | 加仓 |
| RSG | REPUBLIC SVCS INC | $55.39万 | 0.30% | 2,599 | 7 | 0.3% | $1,492 | 加仓 |
| CDC | VICTORYSHARES US EQ INCOME ENH VOL WTD IDX ETF | $56.19万 | 0.30% | 7,556 | 63 | 0.8% | $4,685 | 加仓 |
| — | CAPFORCE IBD 50 ETF | $56.90万 | 0.30% | 13,065 | 13,065 | — | $56.90万 | 新建仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $57.10万 | 0.30% | 1,543 | 99 | 6.9% | $3.66万 | 加仓 |
| ALAB | ASTERA LABS INC | $57.29万 | 0.31% | 1,186 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $58.28万 | 0.31% | 12,855 | 1,439 | 12.6% | $6.52万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $59.80万 | 0.32% | 11,154 | -1,956 | -14.9% | -$10.49万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $61.67万 | 0.33% | 3,754 | 10 | 0.3% | $1,643 | 加仓 |
| TGRW | T. ROWE PRICE GROWTH STOCK ETF | $63.18万 | 0.34% | 13,240 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $65.98万 | 0.35% | 2,016 | 37 | 1.9% | $1.21万 | 加仓 |
| GFLW | VICTORYSHARES FREE CASH FLOW GROWTH ETF | $67.51万 | 0.36% | 19,692 | 1 | 0.0% | $34 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $69.37万 | 0.37% | 16,080 | 1,698 | 11.8% | $7.33万 | 加仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $72.92万 | 0.39% | 14,240 | -170 | -1.2% | -$8,706 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $74.56万 | 0.40% | 9,838 | 70 | 0.7% | $5,305 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUMETF | $75.42万 | 0.40% | 4,669 | -320 | -6.4% | -$5.17万 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $76.68万 | 0.41% | 4,691 | 142 | 3.1% | $2.32万 | 加仓 |
| — | WISDOMTREE QUANTUM COMPUTING FUND | $77.70万 | 0.41% | 20,551 | 20,551 | — | $77.70万 | 新建仓 |
| VLU | STATE STREET SPDR S&P 1500 VALUE TILT ETF | $77.80万 | 0.41% | 3,266 | -60 | -1.8% | -$1.43万 | 减仓 |
| QTUM | DEFIANCE QUANTUM ETF | $78.22万 | 0.42% | 4,730 | -1,734 | -26.8% | -$28.68万 | 减仓 |
| AVGO | BROADCOM INC | $83.15万 | 0.44% | 2,201 | 73 | 3.4% | $2.76万 | 加仓 |
| PBW | INVESCO WILDERHILL CLEANENERGY ETF | $86.29万 | 0.46% | 22,119 | 219 | 1.0% | $8,543 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $97.38万 | 0.52% | 15,845 | -1,447 | -8.4% | -$8.89万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $97.78万 | 0.52% | 5,132 | 6 | 0.1% | $1,143 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $99.77万 | 0.53% | 4,689 | 168 | 3.7% | $3.57万 | 加仓 |
| WM | WASTE MGMT INC DEL | $103.79万 | 0.55% | 4,657 | -210 | -4.3% | -$4.68万 | 减仓 |
| SAMT | STRATEGAS MACRO THEMATICOPPORTUNITIES ETF | $104.86万 | 0.56% | 21,968 | 21,968 | — | $104.86万 | 新建仓 |
| — | FEDERATED HERMES MDT LARGE CAP VALUE ETF | $111.24万 | 0.59% | 31,023 | 13,959 | 81.8% | $50.05万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $111.33万 | 0.59% | 3,115 | 39 | 1.3% | $1.39万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $111.82万 | 0.60% | 13,878 | 1,098 | 8.6% | $8.85万 | 加仓 |