CF
Comprehensive Financial Consultants Institutional, Inc.
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$3.4亿
申报季度: 2026-03-31 · 持股只数: 193
Comprehensive Financial Consultants Institutional, Inc.在最新一期 13F 报告中披露了 193 项持股，申报期为 2026-03-31，总持股市值约为 US$3.4亿，季度换手率为 18.0%。
机构性格雪花图
- 集中度
- 4.13
- 持仓稳定性
- 17.97
- 动能／逆势
- 100
- 行业集中度
- 41.52
- 多样化
- 100
- 仓位均衡度
- 90.02
近期动向
减仓 MDT
-51.9% -US$262.7万
加仓 CEG
+524.2% US$169.6万
加仓 MPC
-11.1% US$152.4万
减仓 JPM
-6.2% -US$127.2万
减仓 MSFT
+6.9% -US$126.4万
减仓 V
-37.7% -US$120.0万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.36% | -0.35% | -5.78% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.25% | -0.42% | -6.20% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.14% | -0.19% | -0.19% | |
| 4 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.87% | +0.09% | -9.65% | |
| 5 | WMT | Walmart INC | 股票-非周期性消费 | 1.85% | +0.12% | -2.59% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.82% | +0.30% | +42.34% | |
| 7 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.81% | +0.43% | -11.12% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.75% | — | -4.20% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.69% | -0.41% | +6.90% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.64% | -0.26% | -2.19% | |
| 11 | ETN | Eaton Corporation plc | 股票-工业 | 1.62% | +0.15% | -0.35% | |
| 12 | CB | Chubb Limited | 股票-金融 | 1.59% | — | -1.40% | |
| 13 | ADI | Analog Devices INC | 股票-科技 | 1.58% | — | -13.26% | |
| 14 | CME | Cme Group INC | 股票-金融 | 1.55% | +0.08% | -0.95% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.53% | — | +2.60% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 1.49% | +0.10% | -11.66% | |
| 17 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.46% | +0.22% | +1.77% | |
| 18 | MSI | Motorola Solutions INC | 股票-科技 | 1.45% | +0.15% | +0.47% | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 1.39% | — | +0.16% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 1.37% | — | -0.23% | |
| 21 | ZALT | Innovator US Eq 10 Buffer | ETF-其他 | 1.28% | — | +3.23% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.26% | -0.13% | -3.50% | |
| 23 | BBY | Best Buy Co INC | 股票-周期性消费 | 1.23% | — | +11.14% | |
| 24 | GEV | GE Vernova INC | 股票-工业 | 1.20% | +0.25% | -3.97% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.20% | — | +3.40% | |
| 26 | CMI | Cummins INC | 股票-工业 | 1.16% | — | -0.71% | |
| 27 | ETR | Entergy CORP | 股票-公用事业 | 1.15% | +0.24% | +4.78% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.09% | -0.17% | -4.09% | |
| 29 | GNOV | Ft Vest US Equity Moderate B | ETF-其他 | 1.08% | — | -0.94% | |
| 30 | BALT | Inn Defined Wealth Shield | ETF-其他 | 1.07% | +0.11% | +13.51% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.02% | — | +3.92% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.02% | +0.23% | +29.87% | |
| 33 | FANG | Diamondback Energy INC | 股票-能源 | 0.98% | +0.23% | +0.30% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.96% | — | +0.25% | |
| 35 | PNOV | Innovator U.s. Equity Power | ETF-其他 | 0.94% | — | -2.84% | |
| 36 | DRI | Darden Restaurants INC | 股票-周期性消费 | 0.93% | — | +0.06% | |
| 37 | FIS | Fidelity National Info Serv | 股票-科技 | 0.89% | -0.27% | +10.33% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.87% | — | +2.28% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | +0.21% | +45.24% | |
| 40 | DJUL | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.82% | — | -1.18% | |
| 41 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.82% | +0.09% | -1.01% | |
| 42 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 0.81% | — | +1.73% | |
| 43 | ALL | Allstate CORP | 股票-金融 | 0.80% | — | +2.64% | |
| 44 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.79% | — | +2.10% | |
| 45 | TT | Trane Technologies plc | 股票-工业 | 0.78% | — | +2.49% | |
| 46 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.76% | — | +3.60% | |
| 47 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.73% | -0.16% | +10.34% | |
| 48 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.71% | — | +3.10% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.70% | +0.70% | NEW | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | — | +3.66% |
1–50 of 193
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 193 | US$3.4亿 | 18 | |
| 2025-12-31 | 192 | US$3.3亿 | 12 | |
| 2025-09-30 | 185 | US$3.2亿 | 29 | |
| 2025-06-30 | 182 | US$3.0亿 | 0 | |
| 2025-03-31 | 175 | US$2.8亿 | 0 | |
| 2024-12-31 | 166 | US$2.7亿 | 0 | |
| 2024-09-30 | 166 | US$2.7亿 | 0 | |
| 2024-06-30 | 158 | US$2.6亿 | 0 | |
| 2024-03-31 | 158 | US$2.4亿 | 0 | |
| 2023-12-31 | 153 | US$2.2亿 | 0 | |
| 2023-09-30 | 153 | US$1.9亿 | 0 | |
| 2023-06-30 | 162 | US$1.9亿 | 0 | |
| 2023-03-31 | 166 | US$1.8亿 | 0 | |
| 2022-12-31 | 158 | US$1.7亿 | 0 | |
| 2022-09-30 | 153 | US$1.5亿 | 0 | |
| 2022-06-30 | 150 | US$1.4亿 | 0 | |
| 2022-03-31 | 154 | US$1.4亿 | 0 | |
| 2021-12-31 | 523 | US$1.6亿 | 0 |
本季持股变动
Comprehensive Financial Consultants Institutional, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: Unitedhealth Group INC (UNH); 新建仓: Vanguard Total Intl Stock (VXUS); 新建仓: Zoetis INC (ZTS); 新建仓: Ss Spdr P S&p 500 Value ETF (SPYV); 新建仓: AstraZeneca PLC (AZN).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CEG | Constellation Energy | +0.5% | +524.18% | 加仓 |
| 2 | MPC | Marathon Petroleum CORP | +0.4% | -11.12% | 减仓 |
| 3 | DJAN | Ft Vest U.s. Equity Deep Buf | +0.4% | +317.92% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.3% | +42.34% | 加仓 |
| 5 | GEV | GE Vernova INC | +0.3% | -3.97% | 减仓 |
| 6 | ETR | Entergy CORP | +0.2% | +4.78% | 加仓 |
| 7 | IWM | Ishares Russell 2000 ETF | +0.2% | +29.87% | 加仓 |
| 8 | FANG | Diamondback Energy INC | +0.2% | +0.30% | 加仓 |
| 9 | APD | Air Products & Chemicals INC | +0.2% | +1.77% | 加仓 |
| 10 | NVDA | Nvidia CORP | +0.2% | +45.24% | 加仓 |
| 11 | MSI | Motorola Solutions INC | +0.2% | +0.47% | 加仓 |
| 12 | ETN | Eaton Corporation plc | +0.2% | -0.35% | 减仓 |
| 13 | WMT | Walmart INC | +0.1% | -2.59% | 减仓 |
| 14 | QMNV | Ft Ndq100 Mod Buff ETF - Nov | +0.1% | +168.42% | 加仓 |
| 15 | BALT | Inn Defined Wealth Shield | +0.1% | +13.51% | 加仓 |
| 16 | VZ | Verizon Communications INC | +0.1% | -11.66% | 减仓 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -9.65% | 减仓 |
| 18 | NOC | Northrop Grumman CORP | +0.1% | -1.29% | 减仓 |
| 19 | FDL | First Trust Morn Dvd Lead In | +0.1% | -1.01% | 减仓 |
| 20 | CME | Cme Group INC | +0.1% | -0.95% | 减仓 |
| 21 | KMB | Kimberly-clark CORP | +0.1% | +52.37% | 加仓 |
| 22 | SIXJ | Allian US Equ 6 Mon Bu10-usd | +0.1% | +107.10% | 加仓 |
| 23 | CVX | Chevron CORP | +0.1% | -13.84% | 减仓 |
| 24 | SPGI | S&p Global INC | -0.1% | +3.86% | 加仓 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -3.50% | 减仓 |
| 26 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -18.42% | 减仓 |
| 27 | CRM | Salesforce INC | -0.2% | +12.88% | 加仓 |
| 28 | IQV | Iqvia Holdings INC | -0.2% | +10.34% | 加仓 |
| 29 | GOOGL | Alphabet Inc-cl A | -0.2% | -4.09% | 减仓 |
| 30 | AAPL | Apple INC | -0.2% | -0.19% | 减仓 |
| 31 | CIBR | First Trust Nasdaq Cybersecu | -0.2% | -76.88% | 减仓 |
| 32 | DFEB | Ft Vest U.s. Equity Deep Buf | -0.3% | -76.46% | 减仓 |
| 33 | AVGO | Broadcom INC | -0.3% | -2.19% | 减仓 |
| 34 | FIS | Fidelity National Info Serv | -0.3% | +10.33% | 加仓 |
| 35 | TJX | Tjx Companies INC | -0.3% | -39.57% | 减仓 |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -5.78% | 减仓 |
| 37 | V | Visa Inc-class A Shares | -0.4% | -37.67% | 减仓 |
| 38 | MSFT | Microsoft CORP | -0.4% | +6.90% | 加仓 |
| 39 | JPM | Jpmorgan Chase & Co | -0.4% | -6.20% | 减仓 |
| 40 | MDT | Medtronic plc | -0.8% | -51.92% | 减仓 |
| 41 | UNH | Unitedhealth Group INC | — | EXIT | 清仓 |
| 42 | VXUS | Vanguard Total Intl Stock | — | NEW | 新建仓 |
| 43 | ZTS | Zoetis INC | — | NEW | 新建仓 |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | 新建仓 |
| 45 | AZN | AstraZeneca PLC | — | NEW | 新建仓 |
| 46 | FISV | Fiserv INC | — | EXIT | 清仓 |
| 47 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清仓 |
| 48 | APH | Amphenol Corp-cl A | — | NEW | 新建仓 |
| 49 | FITB | Fifth Third Bancorp | — | NEW | 新建仓 |
| 50 | CMA | Comerica INC | — | EXIT | 清仓 |
FAQ
Comprehensive Financial Consultants Institutional, Inc. 是什么机构？属于哪种投资人类型？
Comprehensive Financial Consultants Institutional, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.4亿，分布在 193 个已申报仓位之中。
Comprehensive Financial Consultants Institutional, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Comprehensive Financial Consultants Institutional, Inc. 按市值排列的前几大持股为：
1. Invesco Qqq Trust Series 1 (QQQ) — US$793.3万 (2.4%)
2. Jpmorgan Chase & Co (JPM) — US$758.3万 (2.3%)
3. Apple INC (AAPL) — US$719.3万 (2.1%)
4. Johnson & Johnson (JNJ) — US$630.8万 (1.9%)
5. Walmart INC (WMT) — US$624.1万 (1.9%)
Comprehensive Financial Consultants Institutional, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Comprehensive Financial Consultants Institutional, Inc. 共进行了 50 项显著调整：新建仓 6 个仓位、加仓 18 个既有持股、减仓 22 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Unitedhealth Group INC (UNH); 新建仓: Vanguard Total Intl Stock (VXUS); 新建仓: Zoetis INC (ZTS); 新建仓: Ss Spdr P S&p 500 Value ETF (SPYV); 新建仓: AstraZeneca PLC (AZN)
Comprehensive Financial Consultants Institutional, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Comprehensive Financial Consultants Institutional, Inc. 的主要板块分布如下：
• Information Technology: 22.1%
• Health Care: 18.4%
• Industrials: 13.8%
• Financials: 12.7%
• Consumer Discretionary: 9.8%
• Communication Services: 6.4%