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 |
|---|---|---|---|---|---|---|---|---|
| CARR | CARRIER GLOBAL CORP | $8,069 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HLDGS INC EQUITCLASS EQUITY | $7,976 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC FCLASS A | $7,895 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| ECAT | BLACKROCK ESG CAPITAL AL | $7,860 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $7,828 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAPETF | $7,711 | 0.00% | 100 | 25 | 33.3% | $1,928 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $7,635 | 0.00% | 96 | 1 | 1.1% | $80 | 加仓 |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $7,608 | 0.00% | 341 | 0 | 0.0% | — | 重新持有 |
| CI | THE CIGNA GROUP | $6,616 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $6,610 | 0.00% | 22 | -76 | -77.6% | -$2.28万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $6,382 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $6,381 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $6,355 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $6,341 | 0.00% | 31 | 1 | 3.3% | $205 | 加仓 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $6,164 | 0.00% | 106 | 106 | — | $6,164 | 新建仓 |
| C | CITIGROUP INC | $6,158 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $5,909 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $5,889 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5,872 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $5,862 | 0.00% | 114 | 1 | 0.9% | $51 | 加仓 |
| STBA | S & T BANCORP INC | $5,791 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $5,489 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $5,444 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $5,434 | 0.00% | 278 | 1 | 0.4% | $20 | 加仓 |
| UPS | UNITED PARCEL SVC INC CLASS B | $5,375 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $5,144 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5,110 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $5,069 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $4,611 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $4,574 | 0.00% | 145 | 2 | 1.4% | $63 | 加仓 |
| FNB | F N B CORP PA | $4,522 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $4,445 | 0.00% | 61 | 1 | 1.7% | $73 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $3,938 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3,829 | 0.00% | 41 | -596 | -93.6% | -$5.57万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $3,713 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP F | $3,628 | 0.00% | 81 | -1,255 | -93.9% | -$5.62万 | 减仓 |
| FN | FABRINET F | $3,372 | 0.00% | 6 | 6 | — | $3,372 | 新建仓 |
| WAB | WABTEC | $2,966 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD F | $2,947 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $2,931 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | THE HARTFORD INS 6 PFDPFD SER G | $2,852 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $2,838 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECHINNOVATION ETF | $2,762 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHAS 5.75 PFDPFD SER DD | $2,761 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $2,639 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $2,620 | 0.00% | 49 | -8,172 | -99.4% | -$43.70万 | 减仓 |
| — | ABRDN GLOBAL DYNAMIC DIV | $2,616 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| — | METLIFE INC 5.625 PFDPFD SER E | $2,571 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $2,340 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $2,235 | 0.00% | 24 | 24 | — | $2,235 | 新建仓 |
| TEL | TE CONNECTIVITY PLC F | $2,218 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | $2,125 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1,916 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC F | $1,799 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CLASS A | $1,775 | 0.00% | 10 | 10 | — | $1,775 | 新建仓 |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $1,704 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1,616 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $1,522 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | LEADERSHARESTM ALPHAFACTOR US CORE EQUITY ETF | $1,502 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INT F | $1,461 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CLASS A | $1,436 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI BRAZIL SMALL-CAP ETF | $1,428 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $1,374 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CLASS A | $1,357 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1,327 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,202 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC F | $1,101 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| — | CYBERLOQ TECHNOLOGIES IN | $1,099 | 0.00% | 8,624 | 0 | 0.0% | — | 不变 |
| — | LEADERSHARES ALPHAFACTORTACTICAL FOCUSED ETF | $983 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $839 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TRUST INTER DUR PR | $836 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| OABI | OMNIAB INC | $795 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CLASS A | $695 | 0.00% | 40 | -350 | -89.7% | -$6,081 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $691 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $649 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $596 | 0.00% | 2 | -35 | -94.6% | -$1.04万 | 重新持有 |
| VRTS | VIRTUS INVT PARTNERS INC | $574 | 0.00% | 4 | 4 | — | $574 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $561 | 0.00% | 1 | 1 | — | $561 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INCLASS A | $554 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $528 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAPITAL CORP | $462 | 0.00% | 44 | -139 | -76.0% | -$1,460 | 减仓 |
| — | GRAPHITE ONE INC F | $446 | 0.00% | 642 | 642 | — | $446 | 新建仓 |
| USAR | USA RARE EARTH INC CLASS A | $432 | 0.00% | 20 | 20 | — | $432 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS F | $376 | 0.00% | 8 | 8 | — | $376 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $343 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GII | STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF | $303 | 0.00% | 4 | 4 | — | $303 | 新建仓 |
| UNIT | UNITI GROUP INC NEW | $287 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | ORIGIN MATLS INC CLASS A | $282 | 0.00% | 285 | 1 | 0.4% | $1 | 加仓 |
| RIG | TRANSOCEAN LTD F | $280 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CLASS A | $273 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $260 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $255 | 0.00% | 1 | -1,842 | -99.9% | -$46.97万 | 重新持有 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $249 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORP | $245 | 0.00% | 20 | 20 | — | $245 | 新建仓 |
| TEM | TEMPUS AI INC CLASS A | $232 | 0.00% | 4 | 4 | — | $232 | 新建仓 |
| — | CODA OCTOPUS GROUP INC | $225 | 0.00% | 23 | 23 | — | $225 | 新建仓 |
| SNAP | SNAP INC CLASS A | $222 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TACK | FAIRLEAD TACTICAL SECTORFUND | $221 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC CLASS A | $210 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $205 | 0.00% | 1 | 0 | 0.0% | — | 不变 |