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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR IBD 50 ETF | $0 | 0.00% | 0 | -35,420 | -100.0% | -$118.34万 | 清仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORCLASS CLASS A | $0 | 0.00% | 0 | -5,165 | -100.0% | -$28.57万 | 清仓 |
| ESE | ESCO TECHNOLOGIES INC | $0 | 0.00% | 0 | -873 | -100.0% | -$24.56万 | 清仓 |
| — | LYNAS RARE EARTHS ORDF | $0 | 0.00% | 0 | -4,504 | -100.0% | -$5.89万 | 清仓 |
| TPLC | TIMOTHY PLAN US LARGE/ MID CAP CORE ETF | $0 | 0.00% | 0 | -817 | -100.0% | -$3.79万 | 清仓 |
| SHW | SHERWIN-WILLIAMS CO | $0 | 0.00% | 0 | -44 | -100.0% | -$1.43万 | 清仓 |
| CCL | CARNIVAL CORP F | $0 | 0.00% | 0 | -500 | -100.0% | -$1.29万 | 清仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -76 | -100.0% | -$8,282 | 清仓 |
| VIS | VANGUARD INDUSTRIALS INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -24 | -100.0% | -$7,493 | 清仓 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -32 | -100.0% | -$5,567 | 清仓 |
| — | NEUBERGER ENERGY TRANSITION & INFRASTRUCTURE ETF | $0 | 0.00% | 0 | -130 | -100.0% | -$5,376 | 清仓 |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $0 | 0.00% | 0 | -108 | -100.0% | -$4,988 | 清仓 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $0 | 0.00% | 0 | -25 | -100.0% | -$4,365 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -25 | -100.0% | -$3,827 | 清仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $0 | 0.00% | 0 | -28 | -100.0% | -$3,062 | 清仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $0 | 0.00% | 0 | -12 | -100.0% | -$2,808 | 清仓 |
| VAW | VANGUARD MATERIALS INDEXFUND ETF SHARES | $0 | 0.00% | 0 | -5 | -100.0% | -$1,126 | 清仓 |
| — | HIGH TEMPLAR TECH FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -400 | -100.0% | -$776 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$355 | 清仓 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $1 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $1 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $2 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | FIRST REP BK SAN FRA | $2 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| — | BIT ORIGIN LTD FCLASS A | $10 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | AMMPOWER CORP F | $11 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HLDG CLASS A | $29 | 0.00% | 10 | 10 | — | $29 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC CLASS A | $40 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORP F | $41 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | XAI FLOATING RATE & ALTE | $53 | 0.00% | 3 | 3 | — | $53 | 新建仓 |
| EVTL | VERTICAL AEROSPACE LTD F | $64 | 0.00% | 37 | 37 | — | $64 | 新建仓 |
| — | MOMENTUS INC CLASS A | $67 | 0.00% | 10 | 10 | — | $67 | 新建仓 |
| MICC | THE MAGNUM ICE CREAM C F | $70 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP F | $73 | 0.00% | 2 | 2 | — | $73 | 新建仓 |
| P | EVERPURE INC CLASS A | $79 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $100 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | WRAP TECHNOLOGIES INC | $129 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC F | $131 | 0.00% | 2 | 2 | — | $131 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $138 | 0.00% | 13 | 13 | — | $138 | 新建仓 |
| — | SES AI CORP CLASS A | $144 | 0.00% | 150 | 150 | — | $144 | 新建仓 |
| VVX | V2X INC | $149 | 0.00% | 2 | 2 | — | $149 | 新建仓 |
| PNR | PENTAIR PLC F | $153 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES I | $169 | 0.00% | 1 | 1 | — | $169 | 新建仓 |
| — | U.S. GLOBAL TECHNOLOGY AND AEROSPACE & DEFENSE ETF | $172 | 0.00% | 5 | 5 | — | $172 | 新建仓 |
| ASTS | AST SPACEMOBILE INC CLASS A | $178 | 0.00% | 2 | 2 | — | $178 | 新建仓 |
| SKM | SK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHS | $193 | 0.00% | 6 | 6 | — | $193 | 新建仓 |
| RKLB | ROCKET LAB CORP CLASS A | $203 | 0.00% | 2 | 2 | — | $203 | 新建仓 |
| ADBE | ADOBE INC | $205 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC CLASS A | $210 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TACK | FAIRLEAD TACTICAL SECTORFUND | $221 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC CLASS A | $222 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | CODA OCTOPUS GROUP INC | $225 | 0.00% | 23 | 23 | — | $225 | 新建仓 |
| TEM | TEMPUS AI INC CLASS A | $232 | 0.00% | 4 | 4 | — | $232 | 新建仓 |
| RDW | REDWIRE CORP | $245 | 0.00% | 20 | 20 | — | $245 | 新建仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $249 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $255 | 0.00% | 1 | -1,842 | -99.9% | -$46.97万 | 重新持有 |
| KD | KYNDRYL HLDGS INC | $260 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CLASS A | $273 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD F | $280 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | ORIGIN MATLS INC CLASS A | $282 | 0.00% | 285 | 1 | 0.4% | $1 | 加仓 |
| UNIT | UNITI GROUP INC NEW | $287 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GII | STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF | $303 | 0.00% | 4 | 4 | — | $303 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $343 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS F | $376 | 0.00% | 8 | 8 | — | $376 | 新建仓 |
| USAR | USA RARE EARTH INC CLASS A | $432 | 0.00% | 20 | 20 | — | $432 | 新建仓 |
| — | GRAPHITE ONE INC F | $446 | 0.00% | 642 | 642 | — | $446 | 新建仓 |
| FSK | FS KKR CAPITAL CORP | $462 | 0.00% | 44 | -139 | -76.0% | -$1,460 | 减仓 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $528 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INCLASS A | $554 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $561 | 0.00% | 1 | 1 | — | $561 | 新建仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $574 | 0.00% | 4 | 4 | — | $574 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $596 | 0.00% | 2 | -35 | -94.6% | -$1.04万 | 重新持有 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $649 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $691 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CLASS A | $695 | 0.00% | 40 | -350 | -89.7% | -$6,081 | 减仓 |
| OABI | OMNIAB INC | $795 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TRUST INTER DUR PR | $836 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $839 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | LEADERSHARES ALPHAFACTORTACTICAL FOCUSED ETF | $983 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | CYBERLOQ TECHNOLOGIES IN | $1,099 | 0.00% | 8,624 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC F | $1,101 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,202 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1,327 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CLASS A | $1,357 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $1,374 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI BRAZIL SMALL-CAP ETF | $1,428 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CLASS A | $1,436 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INT F | $1,461 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | LEADERSHARESTM ALPHAFACTOR US CORE EQUITY ETF | $1,502 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $1,522 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1,616 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $1,704 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CLASS A | $1,775 | 0.00% | 10 | 10 | — | $1,775 | 新建仓 |
| MDT | MEDTRONIC PLC F | $1,799 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1,916 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | $2,125 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC F | $2,218 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $2,235 | 0.00% | 24 | 24 | — | $2,235 | 新建仓 |
| SYY | SYSCO CORP | $2,340 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | METLIFE INC 5.625 PFDPFD SER E | $2,571 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL DYNAMIC DIV | $2,616 | 0.00% | 216 | 0 | 0.0% | — | 不变 |