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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $35.15万 | 0.19% | 736 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $34.92万 | 0.19% | 5,614 | 4,953 | 749.3% | $30.81万 | 加仓 |
| FIX | COMFORT SYS USA INC | $34.68万 | 0.18% | 175 | -130 | -42.6% | -$25.77万 | 重新持有 |
| FULT | FULTON FINL CORP PA | $33.41万 | 0.18% | 13,811 | -4,228 | -23.4% | -$10.23万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $32.63万 | 0.17% | 1,651 | 7 | 0.4% | $1,383 | 加仓 |
| NRG | NRG ENERGY INC | $32.06万 | 0.17% | 2,195 | 70 | 3.3% | $1.02万 | 加仓 |
| OSCR | OSCAR HEALTH INC CLASS A | $30.89万 | 0.16% | 10,832 | 10,832 | — | $30.89万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $27.88万 | 0.15% | 8,008 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $27.67万 | 0.15% | 1,744 | -135 | -7.2% | -$2.14万 | 减仓 |
| 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 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $24.70万 | 0.13% | 2,769 | 356 | 14.8% | $3.18万 | 加仓 |
| V | VISA INC CLASS A | $24.46万 | 0.13% | 713 | 1 | 0.1% | $343 | 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 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $23.58万 | 0.13% | 2,114 | 266 | 14.4% | $2.97万 | 加仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $23.34万 | 0.12% | 781 | -642 | -45.1% | -$19.19万 | 减仓 |
| PNC | PNC FINL SERVICES | $23.17万 | 0.12% | 941 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO S & P SMLCP MOMENTM ETF | $21.69万 | 0.12% | 2,317 | -5 | -0.2% | -$468 | 减仓 |
| GARP | ISHARES MSCI USA QUALITYGARP ETF | $21.47万 | 0.11% | 2,601 | 784 | 43.1% | $6.47万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $21.41万 | 0.11% | 4,031 | 27 | 0.7% | $1,434 | 加仓 |
| CVX | CHEVRON CORP NEW | $21.19万 | 0.11% | 1,278 | 7 | 0.6% | $1,161 | 加仓 |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $20.98万 | 0.11% | 4,279 | 10 | 0.2% | $490 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $19.94万 | 0.11% | 7,198 | 6 | 0.1% | $166 | 加仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $16.76万 | 0.09% | 1,473 | 8 | 0.5% | $910 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $16.21万 | 0.09% | 1,881 | 3 | 0.2% | $258 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $15.88万 | 0.08% | 226 | 13 | 6.1% | $9,135 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $15.35万 | 0.08% | 4,248 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EX TECH SPACEX CLASS A | $15.31万 | 0.08% | 896 | 896 | — | $15.31万 | 新建仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $14.86万 | 0.08% | 433 | 1 | 0.2% | $343 | 加仓 |
| SNEX | STONEX GROUP INC | $14.66万 | 0.08% | 1,237 | 1,237 | — | $14.66万 | 新建仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $13.54万 | 0.07% | 1,418 | 18 | 1.3% | $1,718 | 加仓 |
| MRK | MERCK & CO. INC. | $13.42万 | 0.07% | 1,045 | 1 | 0.1% | $128 | 加仓 |
| NOW | SERVICENOW INC | $13.14万 | 0.07% | 1,324 | -100 | -7.0% | -$9,928 | 减仓 |
| SMLF | ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF | $13.07万 | 0.07% | 1,466 | 4 | 0.3% | $357 | 加仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $12.69万 | 0.07% | 686 | 2 | 0.3% | $370 | 加仓 |
| KO | THE COCA-COLA CO | $12.59万 | 0.07% | 1,549 | 1 | 0.1% | $81 | 加仓 |
| VLO | VALERO ENERGY CORP NEW | $11.72万 | 0.06% | 450 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTORMID CAP ETF | $11.13万 | 0.06% | 1,484 | 6 | 0.4% | $450 | 加仓 |
| QCOM | QUALCOMM INC | $11.09万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $11.02万 | 0.06% | 1,216 | -187 | -13.3% | -$1.69万 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $11.02万 | 0.06% | 999 | 2 | 0.2% | $221 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $10.46万 | 0.06% | 2,884 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $10.39万 | 0.06% | 278 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC F | $10.00万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTMT INC | $9.36万 | 0.05% | 511 | -172 | -25.2% | -$3.15万 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES | $9.04万 | 0.05% | 412 | 1 | 0.2% | $219 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $9.02万 | 0.05% | 227 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $8.79万 | 0.05% | 349 | 3 | 0.9% | $755 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $8.74万 | 0.05% | 1,355 | 1 | 0.1% | $64 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | $8.36万 | 0.04% | 689 | 2 | 0.3% | $243 | 加仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $8.10万 | 0.04% | 1,649 | -87 | -5.0% | -$4,274 | 减仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $8.10万 | 0.04% | 1,659 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $7.99万 | 0.04% | 68 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $7.72万 | 0.04% | 406 | -13 | -3.1% | -$2,473 | 减仓 |
| — | INVESCO QQQ EQUAL WEIGHTETF | $7.63万 | 0.04% | 2,519 | 3 | 0.1% | $91 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7.58万 | 0.04% | 1,050 | -685 | -39.5% | -$4.94万 | 减仓 |
| HD | HOME DEPOT INC | $7.48万 | 0.04% | 212 | 1 | 0.5% | $353 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $7.29万 | 0.04% | 680 | -261 | -27.7% | -$2.80万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $7.16万 | 0.04% | 577 | 1 | 0.2% | $124 | 加仓 |
| PEP | PEPSICO INC | $6.98万 | 0.04% | 516 | 5 | 1.0% | $676 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $6.43万 | 0.03% | 1,034 | 2 | 0.2% | $124 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $6.21万 | 0.03% | 181 | -34 | -15.8% | -$1.17万 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $6.19万 | 0.03% | 1,223 | -97 | -7.3% | -$4,910 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $6.13万 | 0.03% | 635 | 2 | 0.3% | $193 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $6.13万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $6.06万 | 0.03% | 1,214 | 8 | 0.7% | $399 | 加仓 |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETF | $5.90万 | 0.03% | 652 | 2 | 0.3% | $181 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $5.89万 | 0.03% | 194 | -31 | -13.8% | -$9,405 | 减仓 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $5.88万 | 0.03% | 215 | 1 | 0.5% | $273 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $5.53万 | 0.03% | 151 | 151 | — | $5.53万 | 新建仓 |
| — | BITWISE XRP ETF | $5.48万 | 0.03% | 4,702 | 3,700 | 369.3% | $4.31万 | 加仓 |
| LRCX | LAM RESH CORP | $5.20万 | 0.03% | 120 | 0 | 0.0% | — | 不变 |
| — | ENB FINL CORP | $5.17万 | 0.03% | 1,878 | 0 | 0.0% | — | 不变 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $5.03万 | 0.03% | 703 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $4.99万 | 0.03% | 504 | -215 | -29.9% | -$2.13万 | 减仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $4.96万 | 0.03% | 634 | 1 | 0.2% | $78 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $4.91万 | 0.03% | 559 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF | $4.86万 | 0.03% | 678 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $4.69万 | 0.03% | 602 | 6 | 1.0% | $468 | 加仓 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETF | $4.67万 | 0.02% | 257 | 2 | 0.8% | $363 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $4.59万 | 0.02% | 88 | 1 | 1.1% | $521 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $4.47万 | 0.02% | 381 | 1 | 0.3% | $117 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $4.42万 | 0.02% | 581 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $4.42万 | 0.02% | 1,832 | -565 | -23.6% | -$1.36万 | 减仓 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $4.40万 | 0.02% | 1,018 | 1 | 0.1% | $43 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $4.32万 | 0.02% | 1,472 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CLASS C | $4.31万 | 0.02% | 100 | 62 | 163.2% | $2.68万 | 重新持有 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $4.29万 | 0.02% | 181 | -76 | -29.6% | -$1.80万 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAPDIVIDEND FUND | $4.28万 | 0.02% | 445 | 3 | 0.7% | $289 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $4.27万 | 0.02% | 103 | 1 | 1.0% | $414 | 加仓 |
| PFG | PRINCIPAL FINL GROUP INC | $4.11万 | 0.02% | 381 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $4.07万 | 0.02% | 187 | 2 | 1.1% | $435 | 加仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $4.05万 | 0.02% | 209 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $4.04万 | 0.02% | 581 | 3 | 0.5% | $208 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3.91万 | 0.02% | 154 | 2 | 1.3% | $508 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $3.72万 | 0.02% | 646 | 6 | 0.9% | $346 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3.61万 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC CLASS A | $3.48万 | 0.02% | 665 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $3.44万 | 0.02% | 1,456 | 1,400 | 2,500.0% | $3.31万 | 加仓 |
| TGRT | T. ROWE PRICE GROWTH ETF | $3.34万 | 0.02% | 731 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $3.25万 | 0.02% | 45 | 0 | 0.0% | — | 不变 |