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 |
|---|---|---|---|---|---|---|---|---|
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $3.15万 | 0.02% | 213 | 1 | 0.5% | $148 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $3.15万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $3.14万 | 0.02% | 474 | 4 | 0.9% | $265 | 加仓 |
| CPB | THE CAMPBELL'S CO | $3.12万 | 0.02% | 1,400 | 1,400 | — | $3.12万 | 新建仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $3.09万 | 0.02% | 248 | 2 | 0.8% | $249 | 加仓 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $3.09万 | 0.02% | 172 | 1 | 0.6% | $179 | 加仓 |
| GM | GENERAL MTRS CO | $3.08万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.98万 | 0.02% | 15 | 15 | — | $2.98万 | 新建仓 |
| ARIS | ARIS MNG CORP F | $2.98万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $2.95万 | 0.02% | 400 | 26 | 7.0% | $1,920 | 加仓 |
| CWST | CASELLA WASTE SYS INC CLASS A | $2.91万 | 0.02% | 300 | 100 | 50.0% | $9,697 | 加仓 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $2.91万 | 0.02% | 613 | 1 | 0.2% | $47 | 加仓 |
| IVLU | ISHARES EDGE MSCI INTL VALUE FACTOR ETF | $2.90万 | 0.02% | 693 | 11 | 1.6% | $460 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $2.87万 | 0.02% | 779 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $2.86万 | 0.02% | 296 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2.85万 | 0.02% | 495 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $2.81万 | 0.02% | 245 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $2.80万 | 0.01% | 409 | 2 | 0.5% | $137 | 加仓 |
| IYT | ISHARES TRANSPORTATION AVERAGE ETF | $2.76万 | 0.01% | 318 | 1 | 0.3% | $87 | 加仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $2.70万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL MEMORY ETF | $2.70万 | 0.01% | 365 | 365 | — | $2.70万 | 新建仓 |
| XYZ | BLOCK INC A CLASS A | $2.66万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $2.61万 | 0.01% | 1,880 | 17 | 0.9% | $236 | 加仓 |
| MO | ALTRIA GROUP INC | $2.61万 | 0.01% | 363 | 9 | 2.5% | $647 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $2.61万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC REIT | $2.48万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $2.45万 | 0.01% | 165 | 6 | 3.8% | $892 | 加仓 |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $2.45万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $2.44万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P LP | $2.43万 | 0.01% | 1,271 | 21 | 1.7% | $401 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $2.42万 | 0.01% | 359 | -339 | -48.6% | -$2.29万 | 减仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $2.35万 | 0.01% | 130 | -991 | -88.4% | -$17.95万 | 减仓 |
| BX | BLACKSTONE INC | $2.35万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES LATIN AMERICA 40ETF | $2.31万 | 0.01% | 686 | -13,893 | -95.3% | -$46.87万 | 减仓 |
| — | ADVISORSHARES FOCUSED EQUITY ETF | $2.25万 | 0.01% | 331 | 1 | 0.3% | $68 | 加仓 |
| URTH | ISHARES MSCI WORLD ETF | $2.18万 | 0.01% | 108 | 2 | 1.9% | $404 | 加仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $2.17万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $2.13万 | 0.01% | 65 | 1 | 1.6% | $328 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS I | $2.09万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $2.07万 | 0.01% | 182 | 1 | 0.6% | $114 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2.06万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $2.05万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $2.05万 | 0.01% | 348 | 19 | 5.8% | $1,118 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $2.00万 | 0.01% | 192 | 3 | 1.6% | $312 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $1.95万 | 0.01% | 288 | -14 | -4.6% | -$946 | 减仓 |
| MCD | MCDONALDS CORP | $1.92万 | 0.01% | 71 | 1 | 1.4% | $270 | 加仓 |
| HOOD | ROBINHOOD MKTS INC CLASS A | $1.86万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $1.80万 | 0.01% | 35 | 1 | 2.9% | $514 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.79万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $1.77万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $1.77万 | 0.01% | 335 | 1 | 0.3% | $53 | 加仓 |
| VONE | VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES | $1.73万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $1.71万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.69万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH COWS 100 ETF | $1.66万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $1.66万 | 0.01% | 119 | 1 | 0.8% | $139 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1.61万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD RUSSELL 2000 VALUE INDEX FUND ETF SHARES | $1.56万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HLDGS CO CLASS A | $1.54万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| UBND | VICTORYSHARES CORE PLUS BOND ETF | $1.51万 | 0.01% | 696 | -5,244 | -88.3% | -$11.39万 | 减仓 |
| — | QUARTERHILL INC F | $1.49万 | 0.01% | 8,849 | 8,849 | — | $1.49万 | 新建仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $1.48万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $1.48万 | 0.01% | 299 | -91 | -23.3% | -$4,498 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES | $1.43万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD F | $1.43万 | 0.01% | 500 | 500 | — | $1.43万 | 新建仓 |
| LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $1.33万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $1.32万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $1.27万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1.26万 | 0.01% | 524 | 5 | 1.0% | $120 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $1.26万 | 0.01% | 249 | 3 | 1.2% | $152 | 加仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $1.26万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.22万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $1.18万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $1.16万 | 0.01% | 33 | 1 | 3.1% | $352 | 加仓 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $1.15万 | 0.01% | 73 | -47 | -39.2% | -$7,426 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $1.15万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $1.13万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.12万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.12万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW | $1.09万 | 0.01% | 95 | 95 | — | $1.09万 | 新建仓 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $1.07万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $1.04万 | 0.01% | 132 | 1 | 0.8% | $79 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $1.03万 | 0.01% | 213 | 2 | 0.9% | $97 | 加仓 |
| HSY | HERSHEY CO | $1.00万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $9,826 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS A | $9,775 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| HMY | HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,415 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $9,414 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $9,397 | 0.01% | 80 | 42 | 110.5% | $4,933 | 重新持有 |
| — | FIRST HORIZON 6.5 PFDPFD SER E | $9,392 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $9,210 | 0.00% | 96 | 1 | 1.1% | $96 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $9,140 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V F | $8,712 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MP | MP MATLS CORP CLASS A | $8,682 | 0.00% | 155 | 5 | 3.3% | $280 | 加仓 |
| VZ | VERIZON COMMUNICATIONS I | $8,468 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL | $8,375 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $8,295 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $8,284 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $8,280 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $8,252 | 0.00% | 23 | 1 | 4.5% | $359 | 加仓 |