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 |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P LP | $2.41万 | 0.02% | 1,250 | 1,250 | — | $2.41万 | 新建仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $2.41万 | 0.02% | 779 | 779 | — | $2.41万 | 新建仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2.39万 | 0.02% | 495 | 495 | — | $2.39万 | 新建仓 |
| IYT | ISHARES TRANSPORTATION AVERAGE ETF | $2.37万 | 0.02% | 317 | 1 | 0.3% | $75 | 加仓 |
| MO | ALTRIA GROUP INC | $2.34万 | 0.02% | 354 | 87 | 32.6% | $5,748 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $2.31万 | 0.02% | 407 | 345 | 556.5% | $1.96万 | 加仓 |
| NFLX | NETFLIX INC | $2.31万 | 0.02% | 240 | -120 | -33.3% | -$1.15万 | 减仓 |
| BX | BLACKSTONE INC | $2.30万 | 0.02% | 200 | -32 | -13.8% | -$3,680 | 减仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $2.29万 | 0.02% | 245 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $2.26万 | 0.02% | 181 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $2.19万 | 0.02% | 342 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $2.19万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $2.15万 | 0.01% | 1,863 | 20 | 1.1% | $231 | 加仓 |
| — | ADVISORSHARES FOCUSED EQUITY ETF | $2.14万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC A CLASS CLASS A | $2.11万 | 0.01% | 350 | -100 | -22.2% | -$6,018 | 减仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $2.08万 | 0.01% | 390 | -129 | -24.9% | -$6,890 | 减仓 |
| GLD | SPDR GOLD SHARES | $2.07万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $1.99万 | 0.01% | 159 | 52 | 48.6% | $6,497 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $1.93万 | 0.01% | 302 | -4,508 | -93.7% | -$28.83万 | 减仓 |
| URTH | ISHARES MSCI WORLD ETF | $1.92万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $1.89万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $1.88万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $1.86万 | 0.01% | 194 | 194 | — | $1.86万 | 新建仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $1.84万 | 0.01% | 216 | 216 | — | $1.84万 | 新建仓 |
| EFA | ISHARES MSCI EAFE ETF | $1.84万 | 0.01% | 189 | 144 | 320.0% | $1.40万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1.82万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $1.76万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $1.73万 | 0.01% | 612 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $1.71万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $1.70万 | 0.01% | 106 | -750 | -87.6% | -$12.02万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.67万 | 0.01% | 329 | -86 | -20.7% | -$4,377 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.59万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC CLASS CLASS A | $1.59万 | 0.01% | 200 | -300 | -60.0% | -$2.38万 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $1.54万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $1.54万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| — | BITWISE XRP ETF | $1.51万 | 0.01% | 1,002 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES | $1.51万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH COWS 100 ETF | $1.47万 | 0.01% | 328 | 3 | 0.9% | $135 | 加仓 |
| PFE | PFIZER INC | $1.46万 | 0.01% | 519 | 4 | 0.8% | $112 | 加仓 |
| SHW | SHERWIN-WILLIAMS CO | $1.43万 | 0.01% | 44 | 44 | — | $1.43万 | 新建仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $1.42万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1.39万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.38万 | 0.01% | 211 | 1 | 0.5% | $65 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1.36万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD RUSSELL 2000 VALUE INDEX FUND ETF SHARES | $1.34万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $1.33万 | 0.01% | 122 | -214 | -63.7% | -$2.33万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS I | $1.32万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP F | $1.29万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC CLASS CLASS A | $1.28万 | 0.01% | 185 | -2,698 | -93.6% | -$18.70万 | 减仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $1.26万 | 0.01% | 159 | 159 | — | $1.26万 | 新建仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $1.25万 | 0.01% | 246 | 3 | 1.2% | $152 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES | $1.23万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $1.21万 | 0.01% | 25 | 25 | — | $1.21万 | 新建仓 |
| HSY | HERSHEY CO | $1.18万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $1.18万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.16万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HLDGS CO CLASS CLASS A | $1.15万 | 0.01% | 46 | -22 | -32.4% | -$5,516 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1.12万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $1.11万 | 0.01% | 131 | 1 | 0.8% | $85 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $1.10万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $1.08万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.06万 | 0.01% | 100 | -9 | -8.3% | -$954 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.04万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $1.00万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS A | $9,741 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $9,701 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| HMY | HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,514 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| — | FIRST HORIZON 6.5 PFDPFD SER E | $9,496 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $9,416 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $9,222 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $9,186 | 0.01% | 313 | 313 | — | $9,186 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC FCLASS CLASS A | $8,514 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $8,391 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $8,321 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $8,295 | 0.01% | 386 | 386 | — | $8,295 | 新建仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $8,282 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $8,084 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $8,024 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $7,959 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL | $7,710 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS INDEX FUND ETF SHARES | $7,493 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $7,378 | 0.01% | 125 | 125 | — | $7,378 | 新建仓 |
| CPNG | COUPANG INC CLASS CLASS A | $7,363 | 0.01% | 390 | 350 | 875.0% | $6,608 | 加仓 |
| MP | MP MATLS CORP CLASS CLASS A | $7,239 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $7,159 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $6,878 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $6,806 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| ECAT | BLACKROCK ESG CAPITAL AL | $6,790 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $6,548 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $6,535 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $6,402 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $6,299 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HLDGS INC EQUITCLASS EQUITY | $6,231 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $6,194 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V F | $6,102 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $5,567 | 0.00% | 32 | 32 | — | $5,567 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $5,558 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER ENERGY TRANSITION & INFRASTRUCTURE ETF | $5,376 | 0.00% | 130 | 130 | — | $5,376 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $5,350 | 0.00% | 99 | -352 | -78.0% | -$1.90万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $5,314 | 0.00% | 113 | 0 | 0.0% | — | 不变 |