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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $5,235 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $5,157 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAPETF | $5,064 | 0.00% | 75 | -75 | -50.0% | -$5,064 | 减仓 |
| C | CITIGROUP INC | $4,990 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $4,988 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $4,972 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $4,935 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $4,919 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $4,645 | 0.00% | 277 | 277 | — | $4,645 | 新建仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $4,627 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $4,547 | 0.00% | 60 | 1 | 1.7% | $76 | 加仓 |
| SBUX | STARBUCKS CORP | $4,479 | 0.00% | 50 | 50 | — | $4,479 | 新建仓 |
| IBM | IBM CORP | $4,366 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $4,365 | 0.00% | 25 | 25 | — | $4,365 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $4,262 | 0.00% | 113 | 1 | 0.9% | $38 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $4,239 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP PA | $3,962 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD F | $3,856 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $3,840 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $3,827 | 0.00% | 25 | 25 | — | $3,827 | 新建仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $3,218 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $3,062 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $2,942 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $2,855 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | THE HARTFORD INS 6 PFDPFD SER G | $2,830 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $2,808 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHAS 5.75 PFDPFD SER DD | $2,783 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $2,749 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $2,718 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECHINNOVATION ETF | $2,660 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | METLIFE INC 5.625 PFDPFD SER E | $2,558 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL DYNAMIC DIV | $2,332 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC F | $2,299 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | $2,126 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2,075 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $2,013 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1,997 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC F | $1,992 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAPITAL CORP | $1,862 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $1,792 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI BRAZIL SMALL-CAP ETF | $1,629 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $1,567 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $1,374 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | LEADERSHARESTM ALPHAFACTOR US CORE EQUITY ETF | $1,331 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INT F | $1,309 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CLASS A | $1,302 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1,259 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | CYBERLOQ TECHNOLOGIES IN | $1,241 | 0.00% | 8,624 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,139 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS INDEXFUND ETF SHARES | $1,126 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1,050 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CLASS A | $1,013 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC F | $993 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| — | LEADERSHARES ALPHAFACTORTACTICAL FOCUSED ETF | $866 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TRUST INTER DUR PR | $810 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | HIGH TEMPLAR TECH FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $776 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $749 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $693 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | ORIGIN MATLS INC CLASS CLASS A | $647 | 0.00% | 284 | 284 | — | $647 | 新建仓 |
| OGN | ORGANON & CO | $587 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INCLASS CLASS A | $561 | 0.00% | 120 | 120 | — | $561 | 新建仓 |
| OABI | OMNIAB INC | $507 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD F | $379 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $369 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $355 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $306 | 0.00% | 1 | -16 | -94.1% | -$4,896 | 减仓 |
| KD | KYNDRYL HLDGS INC | $301 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $243 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP INC NEW | $234 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC CLASS CLASS A | $230 | 0.00% | 50 | -1,975 | -97.5% | -$9,085 | 减仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $221 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TACK | FAIRLEAD TACTICAL SECTORFUND | $212 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC CLASS A | $196 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC F | $174 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CLASS A | $157 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WRAP TECHNOLOGIES INC | $154 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $142 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CLASS A | $59 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MICC | THE MAGNUM ICE CREAM C F | $59 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORP F | $40 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC CLASS CLASS A | $20 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | BIT ORIGIN LTD FCLASS A | $17 | 0.00% | 8 | 8 | — | $17 | 新建仓 |
| — | AMMPOWER CORP F | $12 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $2 | 0.00% | 4 | 4 | — | $2 | 新建仓 |
| — | VIRTUS LIFESCI BIOTECH PRODUCTS ETF | $0 | 0.00% | 0 | -6,971 | -100.0% | -$55.71万 | 清仓 |
| CLS | CELESTICA INC EQUITY FCLASS EQUITY | $0 | 0.00% | 0 | -1,461 | -100.0% | -$43.19万 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -4,784 | -100.0% | -$41.03万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -1,153 | -100.0% | -$36.14万 | 清仓 |
| IESC | IES HLDGS INC | $0 | 0.00% | 0 | -929 | -100.0% | -$36.14万 | 清仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMTM | AMENTUM HLDGS INC EQUITY | $0 | 0.00% | 0 | -8,830 | -100.0% | -$25.61万 | 清仓 |
| — | JPMORGAN PRIVATE MARKETS FUND CLASS I | $0 | 0.00% | 0 | -11,729 | -100.0% | -$20.52万 | 清仓 |
| — | JPMORGAN PRIVATE MARKETS FUND CLASS D | $0 | 0.00% | 0 | -9,939 | -100.0% | -$12.91万 | 清仓 |
| — | PROSHARES ULTRA S&P 500 EQ WEI ETF | $0 | 0.00% | 0 | -611 | -100.0% | -$2.50万 | 清仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLU ETF | $0 | 0.00% | 0 | -511 | -100.0% | -$2.43万 | 清仓 |
| EMB | ISHARES JPMORGAN USD MTSBOND ETF | $0 | 0.00% | 0 | -179 | -100.0% | -$1.72万 | 清仓 |
| IEF | ISHARES 7-10 YEAR TRSURYBOND ETF | $0 | 0.00% | 0 | -155 | -100.0% | -$1.49万 | 清仓 |
| — | PROSHARES ULTRA MIDCAP 400 ETF | $0 | 0.00% | 0 | -176 | -100.0% | -$1.23万 | 清仓 |