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 |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS HENDERSON AAA CLO ETF | $866.14万 | 6.00% | 171,955 | 1,819 | 1.1% | $9.16万 | 加仓 |
| NVDA | NVIDIA CORP | $745.79万 | 5.16% | 42,762 | 1,338 | 3.2% | $23.34万 | 加仓 |
| AAPL | APPLE INC | $725.90万 | 5.03% | 28,602 | -1,281 | -4.3% | -$32.51万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $529.55万 | 3.67% | 8,861 | 50 | 0.6% | $2.99万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $501.89万 | 3.48% | 92,005 | -2,836 | -3.0% | -$15.47万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $460.26万 | 3.19% | 7,046 | 716 | 11.3% | $46.77万 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $333.30万 | 2.31% | 5,825 | -1,804 | -23.6% | -$103.22万 | 减仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $321.29万 | 2.23% | 37,516 | 10,318 | 37.9% | $88.36万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $307.60万 | 2.13% | 36,393 | 315 | 0.9% | $2.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $285.29万 | 1.98% | 7,707 | -3,970 | -34.0% | -$146.96万 | 减仓 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $281.13万 | 1.95% | 63,633 | 5,124 | 8.8% | $22.64万 | 加仓 |
| AMZN | AMAZON.COM INC | $277.12万 | 1.92% | 13,306 | -400 | -2.9% | -$8.33万 | 减仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $273.45万 | 1.89% | 31,130 | 3,292 | 11.8% | $28.92万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $254.06万 | 1.76% | 3,906 | 37 | 1.0% | $2.41万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $249.94万 | 1.73% | 22,097 | 1,128 | 5.4% | $12.76万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $238.57万 | 1.65% | 81,897 | 5,743 | 7.5% | $16.73万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $229.46万 | 1.59% | 2,302 | -32 | -1.4% | -$3.19万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $227.03万 | 1.57% | 6,907 | 394 | 6.0% | $12.95万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $224.38万 | 1.55% | 15,339 | 1,799 | 13.3% | $26.32万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTHSHIELD ETF | $207.74万 | 1.44% | 62,077 | 5,768 | 10.2% | $19.30万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $201.22万 | 1.39% | 4,199 | 20 | 0.5% | $9,584 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $192.65万 | 1.33% | 8,107 | 568 | 7.5% | $13.50万 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $179.08万 | 1.24% | 15,111 | 575 | 4.0% | $6.81万 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $178.81万 | 1.24% | 58,283 | 300 | 0.5% | $9,204 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | $174.28万 | 1.21% | 4,464 | 25 | 0.6% | $9,760 | 加仓 |
| TSPA | T. ROWE PRICE US EQUITY RESEARCH ETF | $170.78万 | 1.18% | 41,754 | 1,144 | 2.8% | $4.68万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $169.00万 | 1.17% | 42,806 | -2,284 | -5.1% | -$9.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $158.66万 | 1.10% | 2,748 | -734 | -21.1% | -$42.38万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $154.80万 | 1.07% | 4,581 | 1,180 | 34.7% | $39.87万 | 加仓 |
| XMMO | INVESCO S & P MIDCAP MOMENTUM ETF | $153.03万 | 1.06% | 10,552 | 838 | 8.6% | $12.15万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $142.13万 | 0.98% | 3,707 | 598 | 19.2% | $22.93万 | 加仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $125.14万 | 0.87% | 21,598 | -16,938 | -44.0% | -$98.14万 | 减仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $124.99万 | 0.87% | 48,919 | 5,478 | 12.6% | $14.00万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $121.87万 | 0.84% | 25,885 | 1,553 | 6.4% | $7.31万 | 加仓 |
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | $119.27万 | 0.83% | 37,219 | 3,223 | 9.5% | $10.33万 | 加仓 |
| TSLA | TESLA INC | $118.55万 | 0.82% | 3,189 | -4 | -0.1% | -$1,487 | 减仓 |
| — | INNOVATOR IBD 50 ETF | $118.34万 | 0.82% | 35,420 | 5,462 | 18.2% | $18.25万 | 加仓 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $115.80万 | 0.80% | 14,365 | 996 | 7.5% | $8.03万 | 加仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $115.66万 | 0.80% | 7,282 | 688 | 10.4% | $10.93万 | 加仓 |
| XTL | STATE STREET SPDR S&P TELECOM ETF | $115.07万 | 0.80% | 6,119 | 6,119 | — | $115.07万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $111.85万 | 0.77% | 4,867 | -50 | -1.0% | -$1.15万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $108.86万 | 0.75% | 6,000 | -135 | -2.2% | -$2.45万 | 减仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $99.19万 | 0.69% | 27,870 | 3,333 | 13.6% | $11.86万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $98.79万 | 0.68% | 1,415 | 1 | 0.1% | $698 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $96.01万 | 0.66% | 17,292 | 1,553 | 9.9% | $8.62万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $91.78万 | 0.64% | 3,195 | 112 | 3.6% | $3.22万 | 加仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $88.45万 | 0.61% | 3,076 | 502 | 19.5% | $14.44万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $86.77万 | 0.60% | 4,521 | 242 | 5.7% | $4.64万 | 加仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $74.29万 | 0.51% | 14,410 | -894 | -5.8% | -$4.61万 | 减仓 |
| VLU | STATE STREET SPDR S&P 1500 VALUE TILT ETF | $71.51万 | 0.50% | 3,326 | 14 | 0.4% | $3,010 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $69.36万 | 0.48% | 6,464 | 1,065 | 19.7% | $11.43万 | 加仓 |
| PBW | INVESCO WILDERHILL CLEANENERGY ETF | $69.16万 | 0.48% | 21,900 | 12,885 | 142.9% | $40.69万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $68.55万 | 0.47% | 9,768 | -26 | -0.3% | -$1,825 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $68.12万 | 0.47% | 5,126 | -894 | -14.9% | -$11.88万 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $65.94万 | 0.46% | 4,549 | 25 | 0.6% | $3,624 | 加仓 |
| AVGO | BROADCOM INC | $65.87万 | 0.46% | 2,128 | 4 | 0.2% | $1,238 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $64.72万 | 0.45% | 13,110 | 98 | 0.8% | $4,838 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $58.22万 | 0.40% | 1,979 | 7 | 0.4% | $2,059 | 加仓 |
| RSG | REPUBLIC SVCS INC | $56.78万 | 0.39% | 2,592 | -95 | -3.5% | -$2.08万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $56.71万 | 0.39% | 14,382 | 2,442 | 20.5% | $9.63万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $56.02万 | 0.39% | 8,221 | -5,042 | -38.0% | -$34.36万 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUMETF | $55.94万 | 0.39% | 4,989 | 678 | 15.7% | $7.60万 | 加仓 |
| — | FEDERATED HERMES MDT LARGE CAP VALUE ETF | $53.76万 | 0.37% | 17,064 | 8,734 | 104.8% | $27.52万 | 加仓 |
| TGRW | T. ROWE PRICE GROWTH STOCK ETF | $53.62万 | 0.37% | 13,240 | 0 | 0.0% | — | 不变 |
| CDC | VICTORYSHARES US EQ INCOME ENH VOL WTD IDX ETF | $53.53万 | 0.37% | 7,493 | 43 | 0.6% | $3,072 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $53.33万 | 0.37% | 3,744 | 9 | 0.2% | $1,282 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $52.39万 | 0.36% | 11,416 | 74 | 0.7% | $3,396 | 加仓 |
| ILF | ISHARES LATIN AMERICA 40ETF | $51.78万 | 0.36% | 14,579 | 14,579 | — | $51.78万 | 新建仓 |
| GFLW | VICTORYSHARES FREE CASH FLOW GROWTH ETF | $51.78万 | 0.36% | 19,691 | 1,392 | 7.6% | $3.66万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $51.43万 | 0.36% | 9,074 | 172 | 1.9% | $9,750 | 加仓 |
| RTX | RTX CORP | $51.32万 | 0.36% | 2,660 | 9 | 0.3% | $1,736 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $50.53万 | 0.35% | 3,412 | 13 | 0.4% | $1,925 | 加仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $48.67万 | 0.34% | 9,961 | 76 | 0.8% | $3,714 | 加仓 |
| — | EXXON MOBIL CORP | $47.31万 | 0.33% | 2,788 | 17 | 0.6% | $2,884 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $46.35万 | 0.32% | 1,444 | 3 | 0.2% | $963 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $41.45万 | 0.29% | 1,665 | 1 | 0.1% | $249 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $40.79万 | 0.28% | 8,740 | 670 | 8.3% | $3.13万 | 加仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $38.77万 | 0.27% | 1,423 | 5 | 0.4% | $1,362 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $38.68万 | 0.27% | 1,052 | 1 | 0.1% | $368 | 加仓 |
| XMVM | INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF | $38.36万 | 0.27% | 5,890 | 37 | 0.6% | $2,410 | 加仓 |
| FULT | FULTON FINL CORP PA | $36.69万 | 0.25% | 18,039 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC F | $31.72万 | 0.22% | 2,682 | 2,680 | 134,000.0% | $31.70万 | 加仓 |
| IETC | ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF | $31.47万 | 0.22% | 3,561 | -1,404 | -28.3% | -$12.41万 | 减仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $31.43万 | 0.22% | 1,095 | 101 | 10.2% | $2.90万 | 加仓 |
| NRG | NRG ENERGY INC | $31.06万 | 0.22% | 2,125 | 672 | 46.2% | $9.82万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $30.31万 | 0.21% | 1,644 | 7 | 0.4% | $1,291 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $29.80万 | 0.21% | 1,101 | 300 | 37.5% | $8.12万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETSEQUITY ETF | $28.59万 | 0.20% | 3,548 | 3,240 | 1,051.9% | $26.11万 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORCLASS CLASS A | $28.57万 | 0.20% | 5,165 | 5,165 | — | $28.57万 | 新建仓 |
| VST | VISTRA CORP | $28.26万 | 0.20% | 1,879 | -1,199 | -39.0% | -$18.03万 | 减仓 |
| CVX | CHEVRON CORP NEW | $26.30万 | 0.18% | 1,271 | 8 | 0.6% | $1,655 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $24.87万 | 0.17% | 736 | 75 | 11.3% | $2.53万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $24.56万 | 0.17% | 873 | 873 | — | $24.56万 | 新建仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $24.53万 | 0.17% | 4,004 | 23 | 0.6% | $1,409 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $24.52万 | 0.17% | 1,121 | -486 | -30.2% | -$10.63万 | 重新持有 |
| AMD | ADVANCED MICRO DEVIC | $24.51万 | 0.17% | 1,205 | 126 | 11.7% | $2.56万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $24.42万 | 0.17% | 8,008 | 7,720 | 2,680.6% | $23.55万 | 加仓 |
| V | VISA INC CLASS CLASS A | $21.52万 | 0.15% | 712 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $20.48万 | 0.14% | 2,413 | 1,170 | 94.1% | $9.93万 | 加仓 |
| PNC | PNC FINL SERVICES | $19.58万 | 0.14% | 941 | 0 | 0.0% | — | 不变 |