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Comprehensive Financial Planning, Inc./PA · 13F 持仓分析
期权收益计算器 机构排行

Comprehensive Financial Planning, Inc./PA

No.7345 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.88亿
环比变动 Q1 2026
+$4,315.4万+29.9%
持仓股票数
427
新买入
61
加仓
143
减仓
60
清仓
18
持股不变
163
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
J骏利亨德森JAAA
4.69%6%$878.9万17.4万股$866.1万17.2万股+2,112股+1.23%加仓
英伟达NVDA
4.53%5.16%$848.8万4.2万股$745.8万4.3万股-339股-0.79%减仓
苹果AAPL
4.41%5.03%$826.5万2.9万股$725.9万2.9万股-38股-0.13%减仓
美光科技MU
3.95%1.07%$740.6万6,416股$154.8万4,581股+1,835股+40.06%加仓
V先锋领航指数基金VOO
3.31%3.67%$620.3万9,031股$529.5万8,861股+170股+1.92%加仓
I景顺交易所交易基金信托XLG
3.03%3.48%$568.0万9.3万股$501.9万9.2万股+765股+0.83%加仓
IiShares安硕信托IVV
2.91%3.19%$545.5万7,284股$460.3万7,046股+238股+3.38%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
2.67%1.57%$501.1万7,820股$227.0万6,907股+913股+13.22%加仓
J摩根大通交易所交易基金JGRO
2.01%2.13%$376.3万3.8万股$307.6万3.6万股+1,773股+4.87%加仓
JJPMORGAN INTERNATIONAL VALUE ETFJIVE
1.94%2.23%$363.7万4.0万股$321.3万3.8万股+2,039股+5.44%加仓
CrowdStrikeCRWD
1.83%1.21%$343.6万4,502股$174.3万4,464股+38股+0.85%加仓
Meta平台META
1.8%2.31%$337.3万5,988股$333.3万5,825股+163股+2.80%加仓
SSPDR道富系列信托BIL
1.76%$330.9万3.6万股$00股+3.6万股新买入
TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP
1.7%1.95%$318.7万6.4万股$281.1万6.4万股00.00%持仓不变
SSPDR标普500 ETFSPY
1.69%1.76%$317.2万4,248股$254.1万3,906股+342股+8.76%加仓
亚马逊AMZN
1.68%1.92%$315.9万1.3万股$277.1万1.3万股-50股-0.38%减仓
SSANDISK COMSNDK
1.68%0.1%$315.4万1,387股$14.5万228股+1,159股+508.33%加仓
IiShares安硕信托IVW
1.63%1.73%$304.8万2.2万股$249.9万2.2万股+64股+0.29%加仓
WWisdomTree信托DGRW
1.61%1.89%$301.7万3.2万股$273.4万3.1万股+426股+1.37%加仓
微软MSFT
1.51%1.98%$283.3万7,596股$285.3万7,707股-111股-1.44%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.44%1.65%$270.3万8.0万股$238.6万8.2万股-2,021股-2.47%减仓
IiShares安硕信托IGM
1.29%1.24%$242.6万1.5万股$179.1万1.5万股-281股-1.86%减仓
S嘉信策略信托SCHD
1.28%1.24%$240.6万7.6万股$178.8万5.8万股+1.8万股+30.20%加仓
I景顺·NASDAQ 100 ETFQQQM
1.27%1.33%$238.2万7,861股$192.7万8,107股-246股-3.03%减仓
TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA
1.2%1.18%$225.4万4.7万股$170.8万4.2万股+5,662股+13.56%加仓
好市多COST
1.13%1.59%$212.8万2,275股$229.5万2,302股-27股-1.17%减仓
伯克希尔哈撒韦BRK.B
1.11%1.39%$207.6万4,149股$201.2万4,199股-50股-1.19%减仓
西部数据WDC
1.1%0.21%$207.0万3,241股$29.8万1,101股+2,140股+194.37%加仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
1.09%1.44%$204.1万6.0万股$207.7万6.2万股-2,507股-4.04%减仓
I景顺QQQ信托VOO
1.07%1.1%$201.3万2,734股$158.7万2,748股-14股-0.51%减仓
VVictory·SHARES FREE CASH FLOW ETFVFLO
1.06%1.17%$198.0万4.3万股$169.0万4.3万股+471股+1.10%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
0.99%1.06%$186.6万1.1万股$153.0万1.1万股+416股+3.94%加仓
帕兰提尔PLTR
0.94%1.55%$177.0万1.5万股$224.4万1.5万股-165股-1.08%减仓
AMD超威AMD
0.83%0.17%$156.0万2,686股$24.5万1,205股+1,481股+122.90%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.81%0.75%$152.1万6,032股$108.9万6,000股+32股+0.53%加仓
VanEck ETF信托SMH
0.78%0.98%$145.7万2,221股$142.1万3,707股-1,486股-40.09%减仓
F第一信托交易所交易基金FPX
0.77%0.8%$144.2万6,993股$115.7万7,282股-289股-3.97%减仓
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
0.75%0.87%$141.1万4.8万股$125.0万4.9万股-911股-1.86%减仓
A美国世纪ETF信托AVLV
0.74%0.8%$139.3万1.5万股$115.8万1.4万股+913股+6.36%加仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
0.72%0.69%$135.5万3.3万股$99.2万2.8万股+5,110股+18.34%加仓
RROUNDHILL MAGNIFICENT SEVEN ETFMAGS
0.71%0.87%$133.9万2.1万股$125.1万2.2万股-778股-3.60%减仓
V先锋领航全球基金VGT
0.71%0.68%$132.7万1.1万股$98.8万1,415股+9,686股+684.52%加仓
SSTATE STREET SPDR S&P TELECOM ETFXTL
0.66%0.8%$122.9万5,402股$115.1万6,119股-717股-11.72%减仓
特斯拉TSLA
0.65%0.82%$122.8万2,920股$118.6万3,189股-269股-8.44%减仓
PPACER SWAN SOS FUND OF FUNDS ETFPSFF
0.65%0.83%$122.2万3.6万股$119.3万3.7万股-1,591股-4.27%减仓
J摩根大通·CORE PLUS BOND ETFJCPB
0.62%0.84%$116.2万2.5万股$121.9万2.6万股-1,126股-4.35%减仓
V先锋领航·MIDVO
0.6%0.64%$111.8万1.4万股$91.8万3,195股+1.1万股+334.37%加仓
谷歌AGOOGL
0.59%0.61%$111.3万3,115股$88.5万3,076股+39股+1.27%加仓
FFED HME MDT LAR VAL ETF NAVFLCV
0.59%0.37%$111.2万3.1万股$53.8万1.7万股+1.4万股+81.80%加仓
AADVISORS INNER CIRCLE FD III STRATEGAS MACROSAMT
0.56%$104.9万2.2万股$00股+2.2万股新买入

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