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 |
|---|---|---|---|---|---|---|---|---|
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $19.05万 | 0.13% | 4,269 | 14 | 0.3% | $625 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $17.80万 | 0.12% | 7,192 | 6,139 | 583.0% | $15.19万 | 加仓 |
| XSMO | INVESCO S & P SMLCP MOMENTM ETF | $17.65万 | 0.12% | 2,322 | 636 | 37.7% | $4.83万 | 加仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $15.74万 | 0.11% | 1,465 | 6 | 0.4% | $645 | 加仓 |
| NOW | SERVICENOW INC | $14.89万 | 0.10% | 1,424 | -1,761 | -55.3% | -$18.41万 | 减仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $14.70万 | 0.10% | 1,848 | 1,367 | 284.2% | $10.87万 | 加仓 |
| SNDK | SANDISK CORP | $14.49万 | 0.10% | 228 | 62 | 37.3% | $3.94万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $13.69万 | 0.09% | 313 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $13.16万 | 0.09% | 213 | 3 | 1.4% | $1,854 | 加仓 |
| ALAB | ASTERA LABS INC | $13.00万 | 0.09% | 1,186 | -503 | -29.8% | -$5.51万 | 减仓 |
| UBND | VICTORYSHARES CORE PLUS BOND ETF | $12.94万 | 0.09% | 5,940 | 4,804 | 422.9% | $10.46万 | 加仓 |
| MRK | MERCK & CO. INC. | $12.56万 | 0.09% | 1,044 | 1 | 0.1% | $120 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $12.48万 | 0.09% | 1,735 | 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 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $12.13万 | 0.08% | 1,400 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $11.78万 | 0.08% | 1,548 | 0 | 0.0% | — | 不变 |
| GARP | ISHARES MSCI USA QUALITYGARP ETF | $11.62万 | 0.08% | 1,817 | 1 | 0.1% | $64 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $11.23万 | 0.08% | 1,403 | -472 | -25.2% | -$3.78万 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $11.12万 | 0.08% | 450 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF | $11.04万 | 0.08% | 1,462 | 3 | 0.2% | $227 | 加仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $10.99万 | 0.08% | 684 | 1 | 0.1% | $161 | 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 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $10.44万 | 0.07% | 941 | 3 | 0.3% | $333 | 加仓 |
| LYV | LIVE NATION ENTMT INC | $10.42万 | 0.07% | 683 | -105 | -13.3% | -$1.60万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $10.39万 | 0.07% | 432 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL ENERGY ETF | $10.01万 | 0.07% | 1,736 | 101 | 6.2% | $5,821 | 加仓 |
| JHMM | JOHN HANCOCK MULTIFACTORMID CAP ETF | $9.92万 | 0.07% | 1,478 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC F | $9.75万 | 0.07% | 600 | -200 | -25.0% | -$3.25万 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $9.70万 | 0.07% | 997 | 1 | 0.1% | $97 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $9.50万 | 0.07% | 2,884 | 2,884 | — | $9.50万 | 新建仓 |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES | $8.38万 | 0.06% | 411 | 2 | 0.5% | $408 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $8.15万 | 0.06% | 227 | -52 | -18.6% | -$1.87万 | 减仓 |
| PEP | PEPSICO INC | $7.95万 | 0.06% | 511 | -10 | -1.9% | -$1,555 | 减仓 |
| GE | GE AEROSPACE | $7.89万 | 0.05% | 278 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $7.73万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $7.63万 | 0.05% | 1,659 | -42 | -2.5% | -$1,931 | 减仓 |
| ABBV | ABBVIE INC | $7.53万 | 0.05% | 346 | -200 | -36.6% | -$4.35万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP F | $7.30万 | 0.05% | 1,336 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $7.14万 | 0.05% | 719 | -431 | -37.5% | -$4.28万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $7.08万 | 0.05% | 419 | 1 | 0.2% | $169 | 加仓 |
| HD | HOME DEPOT INC | $6.95万 | 0.05% | 211 | -186 | -46.9% | -$6.13万 | 减仓 |
| NEM | NEWMONT CORP | $6.90万 | 0.05% | 637 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | $6.88万 | 0.05% | 687 | 2 | 0.3% | $200 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $6.69万 | 0.05% | 1,320 | -284 | -17.7% | -$1.44万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $6.46万 | 0.04% | 1,032 | 10 | 1.0% | $626 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $6.43万 | 0.04% | 215 | 1 | 0.5% | $299 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $6.15万 | 0.04% | 144 | 0 | 0.0% | — | 不变 |
| — | INVESCO QQQ EQUAL WEIGHTETF | $6.15万 | 0.04% | 2,516 | 2,516 | — | $6.15万 | 新建仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $6.13万 | 0.04% | 1,354 | 2 | 0.1% | $91 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $6.12万 | 0.04% | 793 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $5.94万 | 0.04% | 68 | 0 | 0.0% | — | 不变 |
| 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 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $5.88万 | 0.04% | 633 | 2 | 0.3% | $186 | 加仓 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $5.82万 | 0.04% | 2,397 | -792 | -24.8% | -$1.92万 | 减仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $5.71万 | 0.04% | 1,206 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $5.54万 | 0.04% | 257 | 78 | 43.6% | $1.68万 | 加仓 |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETF | $5.39万 | 0.04% | 650 | 2 | 0.3% | $166 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $5.15万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $5.06万 | 0.04% | 214 | 1 | 0.5% | $237 | 加仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $4.71万 | 0.03% | 633 | 1 | 0.2% | $74 | 加仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $4.67万 | 0.03% | 596 | 2 | 0.3% | $157 | 加仓 |
| — | ENB FINL CORP | $4.60万 | 0.03% | 1,878 | -1,701 | -47.5% | -$4.17万 | 减仓 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETF | $4.56万 | 0.03% | 255 | 1 | 0.4% | $179 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $4.28万 | 0.03% | 559 | 0 | 0.0% | — | 不变 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $4.11万 | 0.03% | 703 | 703 | — | $4.11万 | 新建仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $4.06万 | 0.03% | 87 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $3.98万 | 0.03% | 581 | 0 | 0.0% | — | 不变 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $3.97万 | 0.03% | 1,017 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U.S. LARGECAPDIVIDEND FUND | $3.95万 | 0.03% | 442 | 2 | 0.5% | $179 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $3.88万 | 0.03% | 640 | 6 | 0.9% | $364 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $3.83万 | 0.03% | 380 | 1 | 0.3% | $101 | 加仓 |
| TPLC | TIMOTHY PLAN US LARGE/ MID CAP CORE ETF | $3.79万 | 0.03% | 817 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF | $3.76万 | 0.03% | 678 | 678 | — | $3.76万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $3.74万 | 0.03% | 152 | 2 | 1.3% | $492 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $3.74万 | 0.03% | 825 | -825 | -50.0% | -$3.74万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $3.72万 | 0.03% | 578 | 0 | 0.0% | — | 不变 |
| ARIS | ARIS MNG CORP F | $3.71万 | 0.03% | 2,000 | 2,000 | — | $3.71万 | 新建仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $3.65万 | 0.03% | 185 | 1 | 0.5% | $197 | 加仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $3.56万 | 0.02% | 661 | 179 | 37.1% | $9,645 | 加仓 |
| PFG | PRINCIPAL FINL GROUP INC | $3.43万 | 0.02% | 381 | 381 | — | $3.43万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $3.35万 | 0.02% | 1,472 | -1,572 | -51.6% | -$3.58万 | 减仓 |
| OKLO | OKLO INC CLASS A | $3.30万 | 0.02% | 665 | -150 | -18.4% | -$7,438 | 减仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $3.22万 | 0.02% | 209 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $3.02万 | 0.02% | 171 | 171 | — | $3.02万 | 新建仓 |
| GM | GENERAL MTRS CO | $2.98万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $2.96万 | 0.02% | 470 | 4 | 0.9% | $252 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $2.88万 | 0.02% | 698 | 342 | 96.1% | $1.41万 | 加仓 |
| TGRT | T. ROWE PRICE GROWTH ETF | $2.87万 | 0.02% | 731 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $2.87万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $2.82万 | 0.02% | 212 | 1 | 0.5% | $133 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.77万 | 0.02% | 102 | -16 | -13.6% | -$4,347 | 减仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $2.73万 | 0.02% | 246 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES EDGE MSCI INTL VALUE FACTOR ETF | $2.71万 | 0.02% | 682 | 682 | — | $2.71万 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $2.68万 | 0.02% | 296 | -210 | -41.5% | -$1.90万 | 减仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $2.64万 | 0.02% | 374 | -90 | -19.4% | -$6,342 | 减仓 |
| LRCX | LAM RESH CORP | $2.56万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $2.55万 | 0.02% | 505 | 481 | 2,004.2% | $2.43万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $2.45万 | 0.02% | 98 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC REIT | $2.42万 | 0.02% | 183 | 0 | 0.0% | — | 不变 |