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 |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS HENDERSON AAA CLO ETF | $878.86万 | 4.69% | 174,067 | 2,112 | 1.2% | $10.66万 | 加仓 |
| NVDA | NVIDIA CORP | $848.83万 | 4.53% | 42,423 | -339 | -0.8% | -$6.78万 | 减仓 |
| AAPL | APPLE INC | $826.54万 | 4.41% | 28,564 | -38 | -0.1% | -$1.10万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $740.65万 | 3.95% | 6,416 | 1,835 | 40.1% | $211.83万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $620.28万 | 3.31% | 9,031 | 170 | 1.9% | $11.68万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $568.03万 | 3.03% | 92,770 | 765 | 0.8% | $4.68万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $545.49万 | 2.91% | 7,284 | 238 | 3.4% | $17.82万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $501.10万 | 2.67% | 7,820 | 913 | 13.2% | $58.50万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $376.28万 | 2.01% | 38,166 | 1,773 | 4.9% | $17.48万 | 加仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $363.72万 | 1.94% | 39,555 | 2,039 | 5.4% | $18.75万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $343.57万 | 1.83% | 4,502 | 38 | 0.9% | $2.90万 | 加仓 |
| META | META PLATFORMS INC CLASS A | $337.27万 | 1.80% | 5,988 | 163 | 2.8% | $9.18万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $330.91万 | 1.76% | 36,110 | 36,067 | 83,876.7% | $330.52万 | 重新持有 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $318.74万 | 1.70% | 63,633 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $317.23万 | 1.69% | 4,248 | 342 | 8.8% | $25.54万 | 加仓 |
| AMZN | AMAZON.COM INC | $315.94万 | 1.68% | 13,256 | -50 | -0.4% | -$1.19万 | 减仓 |
| SNDK | SANDISK CORP | $315.37万 | 1.68% | 1,387 | 1,159 | 508.3% | $263.53万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $304.77万 | 1.63% | 22,161 | 64 | 0.3% | $8,802 | 加仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $301.74万 | 1.61% | 31,556 | 426 | 1.4% | $4.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $283.33万 | 1.51% | 7,596 | -111 | -1.4% | -$4.14万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $270.30万 | 1.44% | 79,876 | -2,021 | -2.5% | -$6.84万 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $242.59万 | 1.29% | 14,830 | -281 | -1.9% | -$4.60万 | 减仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $240.63万 | 1.28% | 75,886 | 17,603 | 30.2% | $55.82万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $238.16万 | 1.27% | 7,861 | -246 | -3.0% | -$7.45万 | 减仓 |
| TSPA | T. ROWE PRICE US EQUITY RESEARCH ETF | $225.37万 | 1.20% | 47,416 | 5,662 | 13.6% | $26.91万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $212.85万 | 1.13% | 2,275 | -27 | -1.2% | -$2.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $207.61万 | 1.11% | 4,149 | -50 | -1.2% | -$2.50万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $207.03万 | 1.10% | 3,241 | 2,140 | 194.4% | $136.70万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTHSHIELD ETF | $204.15万 | 1.09% | 59,570 | -2,507 | -4.0% | -$8.59万 | 减仓 |
| QQQ | INVESCO QQQ TR | $201.32万 | 1.07% | 2,734 | -14 | -0.5% | -$1.03万 | 减仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $197.99万 | 1.06% | 43,277 | 471 | 1.1% | $2.15万 | 加仓 |
| XMMO | INVESCO S & P MIDCAP MOMENTUM ETF | $186.60万 | 0.99% | 10,968 | 416 | 3.9% | $7.08万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS A | $177.04万 | 0.94% | 15,174 | -165 | -1.1% | -$1.93万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES I | $156.03万 | 0.83% | 2,686 | 1,481 | 122.9% | $86.03万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $152.14万 | 0.81% | 6,032 | 32 | 0.5% | $8,071 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $145.68万 | 0.78% | 2,221 | -1,486 | -40.1% | -$97.47万 | 减仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $144.18万 | 0.77% | 6,993 | -289 | -4.0% | -$5.96万 | 减仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $141.14万 | 0.75% | 48,008 | -911 | -1.9% | -$2.68万 | 减仓 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $139.35万 | 0.74% | 15,278 | 913 | 6.4% | $8.33万 | 加仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $135.55万 | 0.72% | 32,980 | 5,110 | 18.3% | $21.00万 | 加仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $133.87万 | 0.71% | 20,820 | -778 | -3.6% | -$5.00万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $132.68万 | 0.71% | 11,101 | -219 | -1.9% | -$2.62万 | 减仓 |
| XTL | STATE STREET SPDR S&P TELECOM ETF | $122.89万 | 0.66% | 5,402 | -717 | -11.7% | -$16.31万 | 减仓 |
| TSLA | TESLA INC | $122.82万 | 0.65% | 2,920 | -269 | -8.4% | -$11.31万 | 减仓 |
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | $122.24万 | 0.65% | 35,628 | -1,591 | -4.3% | -$5.46万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $116.22万 | 0.62% | 24,759 | -1,126 | -4.4% | -$5.29万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $111.82万 | 0.60% | 13,878 | 1,098 | 8.6% | $8.85万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $111.33万 | 0.59% | 3,115 | 39 | 1.3% | $1.39万 | 加仓 |
| — | FEDERATED HERMES MDT LARGE CAP VALUE ETF | $111.24万 | 0.59% | 31,023 | 13,959 | 81.8% | $50.05万 | 加仓 |
| SAMT | STRATEGAS MACRO THEMATICOPPORTUNITIES ETF | $104.86万 | 0.56% | 21,968 | 21,968 | — | $104.86万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $103.79万 | 0.55% | 4,657 | -210 | -4.3% | -$4.68万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $99.77万 | 0.53% | 4,689 | 168 | 3.7% | $3.57万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $97.78万 | 0.52% | 5,132 | 6 | 0.1% | $1,143 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $97.38万 | 0.52% | 15,845 | -1,447 | -8.4% | -$8.89万 | 减仓 |
| PBW | INVESCO WILDERHILL CLEANENERGY ETF | $86.29万 | 0.46% | 22,119 | 219 | 1.0% | $8,543 | 加仓 |
| AVGO | BROADCOM INC | $83.15万 | 0.44% | 2,201 | 73 | 3.4% | $2.76万 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $78.22万 | 0.42% | 4,730 | -1,734 | -26.8% | -$28.68万 | 减仓 |
| VLU | STATE STREET SPDR S&P 1500 VALUE TILT ETF | $77.80万 | 0.41% | 3,266 | -60 | -1.8% | -$1.43万 | 减仓 |
| — | WISDOMTREE QUANTUM COMPUTING FUND | $77.70万 | 0.41% | 20,551 | 20,551 | — | $77.70万 | 新建仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $76.68万 | 0.41% | 4,691 | 142 | 3.1% | $2.32万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUMETF | $75.42万 | 0.40% | 4,669 | -320 | -6.4% | -$5.17万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $74.56万 | 0.40% | 9,838 | 70 | 0.7% | $5,305 | 加仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $72.92万 | 0.39% | 14,240 | -170 | -1.2% | -$8,706 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $69.37万 | 0.37% | 16,080 | 1,698 | 11.8% | $7.33万 | 加仓 |
| GFLW | VICTORYSHARES FREE CASH FLOW GROWTH ETF | $67.51万 | 0.36% | 19,692 | 1 | 0.0% | $34 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $65.98万 | 0.35% | 2,016 | 37 | 1.9% | $1.21万 | 加仓 |
| TGRW | T. ROWE PRICE GROWTH STOCK ETF | $63.18万 | 0.34% | 13,240 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $61.67万 | 0.33% | 3,754 | 10 | 0.3% | $1,643 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $59.80万 | 0.32% | 11,154 | -1,956 | -14.9% | -$10.49万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $58.28万 | 0.31% | 12,855 | 1,439 | 12.6% | $6.52万 | 加仓 |
| ALAB | ASTERA LABS INC | $57.29万 | 0.31% | 1,186 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $57.10万 | 0.30% | 1,543 | 99 | 6.9% | $3.66万 | 加仓 |
| — | CAPFORCE IBD 50 ETF | $56.90万 | 0.30% | 13,065 | 13,065 | — | $56.90万 | 新建仓 |
| CDC | VICTORYSHARES US EQ INCOME ENH VOL WTD IDX ETF | $56.19万 | 0.30% | 7,556 | 63 | 0.8% | $4,685 | 加仓 |
| RSG | REPUBLIC SVCS INC | $55.39万 | 0.30% | 2,599 | 7 | 0.3% | $1,492 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $54.65万 | 0.29% | 3,458 | 46 | 1.3% | $7,270 | 加仓 |
| RTX | RTX CORP | $50.67万 | 0.27% | 2,671 | 11 | 0.4% | $2,087 | 加仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $49.24万 | 0.26% | 10,077 | 116 | 1.2% | $5,669 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $48.45万 | 0.26% | 1,667 | 2 | 0.1% | $581 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $47.87万 | 0.26% | 7,296 | -1,444 | -16.5% | -$9.47万 | 减仓 |
| ENVA | ENOVA INTL INC | $46.70万 | 0.25% | 1,940 | 1,940 | — | $46.70万 | 新建仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $46.46万 | 0.25% | 8,226 | -848 | -9.3% | -$4.79万 | 减仓 |
| BELFB | BEL FUSE INC CLASS B | $46.36万 | 0.25% | 1,392 | 1,392 | — | $46.36万 | 新建仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $46.31万 | 0.25% | 5,268 | 8 | 0.2% | $703 | 加仓 |
| BE | BLOOM ENERGY CORP CLASS A | $45.74万 | 0.24% | 1,511 | 1,511 | — | $45.74万 | 新建仓 |
| ATRO | ASTRONICS CORP | $45.07万 | 0.24% | 5,547 | 5,547 | — | $45.07万 | 新建仓 |
| PDFS | PDF SOLUTIONS INC | $42.13万 | 0.22% | 5,952 | 5,952 | — | $42.13万 | 新建仓 |
| XMVM | INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF | $41.96万 | 0.22% | 5,917 | 27 | 0.5% | $1,915 | 加仓 |
| XMTR | XOMETRY INC CLASS A | $41.39万 | 0.22% | 4,288 | 4,288 | — | $41.39万 | 新建仓 |
| MTZ | MASTEC INC | $40.86万 | 0.22% | 982 | 982 | — | $40.86万 | 新建仓 |
| APH | AMPHENOL CORP NEW CLASS A | $39.25万 | 0.21% | 2,226 | -72 | -3.1% | -$1.27万 | 重新持有 |
| GOOG | ALPHABET INC CLASS C | $38.74万 | 0.21% | 1,096 | 1 | 0.1% | $353 | 加仓 |
| — | EXXON MOBIL CORP | $38.34万 | 0.20% | 2,805 | 17 | 0.6% | $2,324 | 加仓 |
| DY | DYCOM INDS INC | $38.32万 | 0.20% | 758 | 758 | — | $38.32万 | 新建仓 |
| IETC | ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF | $38.26万 | 0.20% | 3,564 | 3 | 0.1% | $322 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETSEQUITY ETF | $37.91万 | 0.20% | 3,929 | 381 | 10.7% | $3.68万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS | $37.51万 | 0.20% | 5,378 | 5,378 | — | $37.51万 | 新建仓 |
| NVT | NVENT ELEC PLC F | $36.82万 | 0.20% | 2,171 | -511 | -19.1% | -$8.67万 | 减仓 |
| RBC | RBC BEARINGS INC | $36.65万 | 0.20% | 569 | 569 | — | $36.65万 | 新建仓 |
| FROG | JFROG LTD F | $36.32万 | 0.19% | 3,997 | 3,997 | — | $36.32万 | 新建仓 |