Composition Wealth, LLC
LOS ANGELES CA · SEC CIK 0001585859
$85.28亿2026Q2 申报市值
1,004持仓数
29.4%前十大占比 · 第一大 5.2%
137 / 35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
SPYM 加仓+$9,706.87万
WCMI 新建仓+$8,358.11万
BND 加仓+$4,913.49万
PAVE 新建仓+$4,289.84万
MBB 加仓+$3,107.24万
2026Q2 卖出最多 按季末市值估算
PPA 减仓-$4,778.29万
IVV 减仓-$2,705.89万
EFV 减仓-$2,667.81万
GBIL 减仓-$2,602.21万
VEA 减仓-$1,422.37万
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 |
|---|---|---|---|---|---|---|---|---|
| IBDR | ISHARES TR | $950.77万 | 0.11% | 392,395 | 7,243 | 1.9% | $17.55万 | 加仓 |
| WM | WASTE MGMT INC DEL | $959.84万 | 0.11% | 43,065 | 2,688 | 6.7% | $59.91万 | 加仓 |
| ADI | ANALOG DEVICES INC | $982.53万 | 0.12% | 24,738 | 1,452 | 6.2% | $57.67万 | 加仓 |
| MCD | MCDONALDS CORP | $992.58万 | 0.12% | 36,720 | -1,212 | -3.2% | -$32.76万 | 减仓 |
| IWM | ISHARES TR | $997.38万 | 0.12% | 33,196 | 1,537 | 4.9% | $46.18万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $998.24万 | 0.12% | 192,339 | 7,180 | 3.9% | $37.26万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,012.09万 | 0.12% | 46,170 | -788 | -1.7% | -$17.27万 | 减仓 |
| ESGE | ISHARES INC | $1,020.98万 | 0.12% | 186,685 | -11,770 | -5.9% | -$64.37万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,026.27万 | 0.12% | 23,450 | 30 | 0.1% | $1.31万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,037.14万 | 0.12% | 30,662 | -772 | -2.5% | -$26.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,052.99万 | 0.12% | 252,333 | 22,768 | 9.9% | $95.01万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,077.23万 | 0.13% | 133,701 | 19,077 | 16.6% | $153.70万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,077.36万 | 0.13% | 20,624 | 8,148 | 65.3% | $425.64万 | 加仓 |
| IWL | ISHARES TR | $1,111.86万 | 0.13% | 60,117 | -6,213 | -9.4% | -$114.91万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,114.14万 | 0.13% | 115,911 | -2,646 | -2.2% | -$25.43万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,194.82万 | 0.14% | 81,776 | 2,951 | 3.7% | $43.12万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,198.16万 | 0.14% | 16 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1,215.18万 | 0.14% | 118,914 | 7,714 | 6.9% | $78.83万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $1,231.51万 | 0.14% | 244,638 | 16,428 | 7.2% | $82.70万 | 加仓 |
| PEP | PEPSICO INC | $1,246.37万 | 0.15% | 92,051 | 30,086 | 48.6% | $407.36万 | 加仓 |
| DIS | DISNEY WALT CO | $1,250.20万 | 0.15% | 129,890 | 2,293 | 1.8% | $22.07万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $1,258.35万 | 0.15% | 241,479 | -3,587 | -1.5% | -$18.69万 | 减仓 |
| — | EXXON MOBIL CORP | $1,258.64万 | 0.15% | 92,060 | 8,599 | 10.3% | $117.57万 | 加仓 |
| NYF | ISHARES TR | $1,260.91万 | 0.15% | 233,913 | 10,794 | 4.8% | $58.19万 | 加仓 |
| MRK | MERCK & CO INC | $1,282.62万 | 0.15% | 99,815 | 284 | 0.3% | $3.65万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,282.75万 | 0.15% | 11,113 | 797 | 7.7% | $92.00万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $1,290.83万 | 0.15% | 251,295 | -2,651 | -1.0% | -$13.62万 | 减仓 |
| EQIX | EQUINIX INC | $1,316.85万 | 0.15% | 12,633 | 102 | 0.8% | $10.63万 | 加仓 |
| IEMG | ISHARES INC | $1,344.43万 | 0.16% | 162,292 | -57,031 | -26.0% | -$472.45万 | 减仓 |
| CSCO | CISCO SYS INC | $1,357.69万 | 0.16% | 115,587 | 33,006 | 40.0% | $387.69万 | 加仓 |
| UNP | UNION PAC CORP | $1,426.13万 | 0.17% | 52,431 | 183 | 0.4% | $4.98万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $1,451.80万 | 0.17% | 437,156 | -62,576 | -12.5% | -$207.81万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,476.21万 | 0.17% | 277,535 | -67,110 | -19.5% | -$356.96万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,476.73万 | 0.17% | 259,167 | -2,063 | -0.8% | -$11.75万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,520.79万 | 0.18% | 26,180 | 3,097 | 13.4% | $179.90万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,547.62万 | 0.18% | 306,036 | 10,320 | 3.5% | $52.19万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,551.87万 | 0.18% | 117,352 | -3,439 | -2.8% | -$45.48万 | 减仓 |
| IVW | ISHARES TR | $1,613.15万 | 0.19% | 117,294 | 24 | 0.0% | $3,301 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $1,617.14万 | 0.19% | 383,208 | -32,553 | -7.8% | -$137.37万 | 减仓 |
| GVI | ISHARES TR | $1,621.38万 | 0.19% | 152,823 | 5,038 | 3.4% | $53.45万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $1,626.54万 | 0.19% | 395,751 | -1,133 | -0.3% | -$4.66万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,642.00万 | 0.19% | 99,059 | 31,427 | 46.5% | $520.93万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,643.88万 | 0.19% | 69,473 | 7,879 | 12.8% | $186.43万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,659.83万 | 0.19% | 76,163 | 1,798 | 2.4% | $39.18万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,662.40万 | 0.19% | 573,043 | 36,445 | 6.8% | $105.73万 | 加仓 |
| ABBV | ABBVIE INC | $1,708.08万 | 0.20% | 67,878 | 2,564 | 3.9% | $64.52万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,770.85万 | 0.21% | 120,762 | -28,405 | -19.0% | -$416.53万 | 减仓 |
| MCHB | MECHANICS BANCORP | $1,774.09万 | 0.21% | 1,115,781 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1,778.67万 | 0.21% | 48,283 | 15,059 | 45.3% | $554.75万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $1,847.58万 | 0.22% | 785,536 | 94,857 | 13.7% | $223.10万 | 加仓 |
| HD | HOME DEPOT INC | $1,906.23万 | 0.22% | 54,050 | 325 | 0.6% | $11.46万 | 加仓 |
| TLT | ISHARES TR | $1,955.74万 | 0.23% | 226,306 | 178,050 | 369.0% | $1,538.71万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,957.84万 | 0.23% | 246,517 | -4,478 | -1.8% | -$35.56万 | 减仓 |
| TSLA | TESLA INC | $1,986.04万 | 0.23% | 47,219 | -544 | -1.1% | -$22.88万 | 减仓 |
| V | VISA INC | $2,015.37万 | 0.24% | 58,742 | 1,824 | 3.2% | $62.58万 | 加仓 |
| IWF | ISHARES TR | $2,061.08万 | 0.24% | 165,988 | 3,440 | 2.1% | $42.71万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $2,077.48万 | 0.24% | 413,265 | 1,419 | 0.3% | $7.13万 | 加仓 |
| IJR | ISHARES TR | $2,095.46万 | 0.25% | 141,289 | -3,999 | -2.8% | -$59.31万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,114.09万 | 0.25% | 624,732 | -17,024 | -2.7% | -$57.61万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2,230.31万 | 0.26% | 34,918 | 186 | 0.5% | $11.88万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,246.91万 | 0.26% | 31,078 | 2,237 | 7.8% | $161.73万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,278.37万 | 0.27% | 275,764 | -470 | -0.2% | -$3.88万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $2,282.18万 | 0.27% | 129,192 | -270,495 | -67.7% | -$4,778.29万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,296.90万 | 0.27% | 32,657 | -456 | -1.4% | -$32.07万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,339.93万 | 0.27% | 23,136 | 381 | 1.7% | $38.53万 | 加仓 |
| SNDK | SANDISK CORP | $2,400.60万 | 0.28% | 10,558 | 115 | 1.1% | $26.15万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,458.08万 | 0.29% | 129,019 | 27 | 0.0% | $5,144 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,502.21万 | 0.29% | 478,068 | -167,555 | -26.0% | -$876.98万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,510.91万 | 0.29% | 369,197 | -36,633 | -9.0% | -$249.14万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,531.06万 | 0.30% | 27,057 | 1,804 | 7.1% | $168.76万 | 加仓 |
| EAGG | ISHARES TR | $2,582.42万 | 0.30% | 544,699 | 42,518 | 8.5% | $201.58万 | 加仓 |
| WMT | WALMART INC | $2,723.12万 | 0.32% | 240,430 | 9,347 | 4.0% | $105.86万 | 加仓 |
| LLY | ELI LILLY & CO | $2,753.77万 | 0.32% | 22,959 | 815 | 3.7% | $97.75万 | 加仓 |
| CAT | CATERPILLAR INC | $2,769.77万 | 0.32% | 26,010 | 1,036 | 4.1% | $110.32万 | 加仓 |
| EPI | WISDOMTREE TR | $2,832.16万 | 0.33% | 662,028 | 67,629 | 11.4% | $289.32万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,910.67万 | 0.34% | 114,607 | -1,293 | -1.1% | -$32.84万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $3,049.57万 | 0.36% | 1,244,215 | 5,701 | 0.5% | $13.97万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $3,079.56万 | 0.36% | 1,223,504 | 191,395 | 18.5% | $481.74万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $3,131.18万 | 0.37% | 542,947 | 85,212 | 18.6% | $491.42万 | 加仓 |
| META | META PLATFORMS INC | $3,143.79万 | 0.37% | 55,811 | -8,147 | -12.7% | -$458.91万 | 减仓 |
| ESGD | ISHARES TR | $3,188.17万 | 0.37% | 310,104 | 6,531 | 2.2% | $67.15万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $3,352.43万 | 0.39% | 317,556 | -8,698 | -2.7% | -$91.82万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,418.91万 | 0.40% | 112,791 | -1,209 | -1.1% | -$36.65万 | 减仓 |
| AVGO | BROADCOM INC | $3,565.62万 | 0.42% | 94,391 | 2,026 | 2.2% | $76.53万 | 加仓 |
| ITOT | ISHARES TR | $3,625.27万 | 0.43% | 220,690 | -400 | -0.2% | -$6.57万 | 减仓 |
| EFA | ISHARES TR | $3,705.03万 | 0.43% | 356,664 | 2,911 | 0.8% | $30.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,852.72万 | 0.45% | 76,994 | 8,962 | 13.2% | $448.45万 | 加仓 |
| IJH | ISHARES TR | $3,853.97万 | 0.45% | 499,802 | 11,734 | 2.4% | $90.48万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $4,072.65万 | 0.48% | 759,682 | 118,307 | 18.4% | $634.24万 | 加仓 |
| IUSB | ISHARES TR | $4,110.88万 | 0.48% | 890,765 | 75,644 | 9.3% | $349.10万 | 加仓 |
| PAVE | GLOBAL X FDS | $4,289.84万 | 0.50% | 728,078 | 728,078 | — | $4,289.84万 | 新建仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $4,313.15万 | 0.51% | 1,689,445 | 242,266 | 16.7% | $618.51万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $4,394.97万 | 0.52% | 854,388 | 136,830 | 19.1% | $703.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,425.25万 | 0.52% | 135,192 | 1,623 | 1.2% | $53.13万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $4,436.49万 | 0.52% | 397,707 | 30,908 | 8.4% | $344.78万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,537.26万 | 0.53% | 636,809 | -199,631 | -23.9% | -$1,422.37万 | 减仓 |
| GEME | 2023 ETF SERIES TRUST | $4,562.38万 | 0.54% | 1,047,860 | 46,989 | 4.7% | $204.59万 | 加仓 |
| IWR | ISHARES TR | $4,778.51万 | 0.56% | 433,150 | -7,970 | -1.8% | -$87.92万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $4,986.69万 | 0.58% | 1,423,549 | 126,583 | 9.8% | $443.42万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $5,065.23万 | 0.59% | 970,536 | 52,239 | 5.7% | $272.64万 | 加仓 |