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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $68.55万 | 0.47% | 9,768 | -26 | -0.3% | -$1,825 | 减仓 |
| PBW | INVESCO WILDERHILL CLEANENERGY ETF | $69.16万 | 0.48% | 21,900 | 12,885 | 142.9% | $40.69万 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $69.36万 | 0.48% | 6,464 | 1,065 | 19.7% | $11.43万 | 加仓 |
| VLU | STATE STREET SPDR S&P 1500 VALUE TILT ETF | $71.51万 | 0.50% | 3,326 | 14 | 0.4% | $3,010 | 加仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $74.29万 | 0.51% | 14,410 | -894 | -5.8% | -$4.61万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $86.77万 | 0.60% | 4,521 | 242 | 5.7% | $4.64万 | 加仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $88.45万 | 0.61% | 3,076 | 502 | 19.5% | $14.44万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $91.78万 | 0.64% | 3,195 | 112 | 3.6% | $3.22万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $96.01万 | 0.66% | 17,292 | 1,553 | 9.9% | $8.62万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $98.79万 | 0.68% | 1,415 | 1 | 0.1% | $698 | 加仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $99.19万 | 0.69% | 27,870 | 3,333 | 13.6% | $11.86万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $108.86万 | 0.75% | 6,000 | -135 | -2.2% | -$2.45万 | 减仓 |
| WM | WASTE MGMT INC DEL | $111.85万 | 0.77% | 4,867 | -50 | -1.0% | -$1.15万 | 减仓 |
| XTL | STATE STREET SPDR S&P TELECOM ETF | $115.07万 | 0.80% | 6,119 | 6,119 | — | $115.07万 | 新建仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $115.66万 | 0.80% | 7,282 | 688 | 10.4% | $10.93万 | 加仓 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $115.80万 | 0.80% | 14,365 | 996 | 7.5% | $8.03万 | 加仓 |
| — | INNOVATOR IBD 50 ETF | $118.34万 | 0.82% | 35,420 | 5,462 | 18.2% | $18.25万 | 加仓 |
| TSLA | TESLA INC | $118.55万 | 0.82% | 3,189 | -4 | -0.1% | -$1,487 | 减仓 |
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | $119.27万 | 0.83% | 37,219 | 3,223 | 9.5% | $10.33万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $121.87万 | 0.84% | 25,885 | 1,553 | 6.4% | $7.31万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $124.99万 | 0.87% | 48,919 | 5,478 | 12.6% | $14.00万 | 加仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $125.14万 | 0.87% | 21,598 | -16,938 | -44.0% | -$98.14万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $142.13万 | 0.98% | 3,707 | 598 | 19.2% | $22.93万 | 加仓 |
| XMMO | INVESCO S & P MIDCAP MOMENTUM ETF | $153.03万 | 1.06% | 10,552 | 838 | 8.6% | $12.15万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $154.80万 | 1.07% | 4,581 | 1,180 | 34.7% | $39.87万 | 加仓 |
| QQQ | INVESCO QQQ TR | $158.66万 | 1.10% | 2,748 | -734 | -21.1% | -$42.38万 | 减仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $169.00万 | 1.17% | 42,806 | -2,284 | -5.1% | -$9.02万 | 减仓 |
| TSPA | T. ROWE PRICE US EQUITY RESEARCH ETF | $170.78万 | 1.18% | 41,754 | 1,144 | 2.8% | $4.68万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | $174.28万 | 1.21% | 4,464 | 25 | 0.6% | $9,760 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $178.81万 | 1.24% | 58,283 | 300 | 0.5% | $9,204 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $179.08万 | 1.24% | 15,111 | 575 | 4.0% | $6.81万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $192.65万 | 1.33% | 8,107 | 568 | 7.5% | $13.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $201.22万 | 1.39% | 4,199 | 20 | 0.5% | $9,584 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTHSHIELD ETF | $207.74万 | 1.44% | 62,077 | 5,768 | 10.2% | $19.30万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $224.38万 | 1.55% | 15,339 | 1,799 | 13.3% | $26.32万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $227.03万 | 1.57% | 6,907 | 394 | 6.0% | $12.95万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $229.46万 | 1.59% | 2,302 | -32 | -1.4% | -$3.19万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $238.57万 | 1.65% | 81,897 | 5,743 | 7.5% | $16.73万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $249.94万 | 1.73% | 22,097 | 1,128 | 5.4% | $12.76万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $254.06万 | 1.76% | 3,906 | 37 | 1.0% | $2.41万 | 加仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $273.45万 | 1.89% | 31,130 | 3,292 | 11.8% | $28.92万 | 加仓 |
| AMZN | AMAZON.COM INC | $277.12万 | 1.92% | 13,306 | -400 | -2.9% | -$8.33万 | 减仓 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $281.13万 | 1.95% | 63,633 | 5,124 | 8.8% | $22.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $285.29万 | 1.98% | 7,707 | -3,970 | -34.0% | -$146.96万 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $307.60万 | 2.13% | 36,393 | 315 | 0.9% | $2.66万 | 加仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $321.29万 | 2.23% | 37,516 | 10,318 | 37.9% | $88.36万 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $333.30万 | 2.31% | 5,825 | -1,804 | -23.6% | -$103.22万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $460.26万 | 3.19% | 7,046 | 716 | 11.3% | $46.77万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $501.89万 | 3.48% | 92,005 | -2,836 | -3.0% | -$15.47万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $529.55万 | 3.67% | 8,861 | 50 | 0.6% | $2.99万 | 加仓 |
| AAPL | APPLE INC | $725.90万 | 5.03% | 28,602 | -1,281 | -4.3% | -$32.51万 | 减仓 |
| NVDA | NVIDIA CORP | $745.79万 | 5.16% | 42,762 | 1,338 | 3.2% | $23.34万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $866.14万 | 6.00% | 171,955 | 1,819 | 1.1% | $9.16万 | 加仓 |