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 |
|---|---|---|---|---|---|---|---|---|
| RKLB | ROCKET LAB CORP CLASS A | $203 | 0.00% | 2 | 2 | — | $203 | 新建仓 |
| SKM | SK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHS | $193 | 0.00% | 6 | 6 | — | $193 | 新建仓 |
| ASTS | AST SPACEMOBILE INC CLASS A | $178 | 0.00% | 2 | 2 | — | $178 | 新建仓 |
| — | U.S. GLOBAL TECHNOLOGY AND AEROSPACE & DEFENSE ETF | $172 | 0.00% | 5 | 5 | — | $172 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES I | $169 | 0.00% | 1 | 1 | — | $169 | 新建仓 |
| PNR | PENTAIR PLC F | $153 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $149 | 0.00% | 2 | 2 | — | $149 | 新建仓 |
| — | SES AI CORP CLASS A | $144 | 0.00% | 150 | 150 | — | $144 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $138 | 0.00% | 13 | 13 | — | $138 | 新建仓 |
| MGA | MAGNA INTL INC F | $131 | 0.00% | 2 | 2 | — | $131 | 新建仓 |
| — | WRAP TECHNOLOGIES INC | $129 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $100 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CLASS A | $79 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP F | $73 | 0.00% | 2 | 2 | — | $73 | 新建仓 |
| MICC | THE MAGNUM ICE CREAM C F | $70 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | MOMENTUS INC CLASS A | $67 | 0.00% | 10 | 10 | — | $67 | 新建仓 |
| EVTL | VERTICAL AEROSPACE LTD F | $64 | 0.00% | 37 | 37 | — | $64 | 新建仓 |
| — | XAI FLOATING RATE & ALTE | $53 | 0.00% | 3 | 3 | — | $53 | 新建仓 |
| — | CANOPY GROWTH CORP F | $41 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC CLASS A | $40 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HLDG CLASS A | $29 | 0.00% | 10 | 10 | — | $29 | 新建仓 |
| — | AMMPOWER CORP F | $11 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | BIT ORIGIN LTD FCLASS A | $10 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $2 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | FIRST REP BK SAN FRA | $2 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $1 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $1 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR IBD 50 ETF | $0 | 0.00% | 0 | -35,420 | -100.0% | -$118.34万 | 清仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORCLASS CLASS A | $0 | 0.00% | 0 | -5,165 | -100.0% | -$28.57万 | 清仓 |
| ESE | ESCO TECHNOLOGIES INC | $0 | 0.00% | 0 | -873 | -100.0% | -$24.56万 | 清仓 |
| — | LYNAS RARE EARTHS ORDF | $0 | 0.00% | 0 | -4,504 | -100.0% | -$5.89万 | 清仓 |
| TPLC | TIMOTHY PLAN US LARGE/ MID CAP CORE ETF | $0 | 0.00% | 0 | -817 | -100.0% | -$3.79万 | 清仓 |
| SHW | SHERWIN-WILLIAMS CO | $0 | 0.00% | 0 | -44 | -100.0% | -$1.43万 | 清仓 |
| CCL | CARNIVAL CORP F | $0 | 0.00% | 0 | -500 | -100.0% | -$1.29万 | 清仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -76 | -100.0% | -$8,282 | 清仓 |
| VIS | VANGUARD INDUSTRIALS INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -24 | -100.0% | -$7,493 | 清仓 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -32 | -100.0% | -$5,567 | 清仓 |
| — | NEUBERGER ENERGY TRANSITION & INFRASTRUCTURE ETF | $0 | 0.00% | 0 | -130 | -100.0% | -$5,376 | 清仓 |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $0 | 0.00% | 0 | -108 | -100.0% | -$4,988 | 清仓 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $0 | 0.00% | 0 | -25 | -100.0% | -$4,365 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -25 | -100.0% | -$3,827 | 清仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $0 | 0.00% | 0 | -28 | -100.0% | -$3,062 | 清仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $0 | 0.00% | 0 | -12 | -100.0% | -$2,808 | 清仓 |
| VAW | VANGUARD MATERIALS INDEXFUND ETF SHARES | $0 | 0.00% | 0 | -5 | -100.0% | -$1,126 | 清仓 |
| — | HIGH TEMPLAR TECH FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -400 | -100.0% | -$776 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$355 | 清仓 |