Composition Wealth, LLC
LOS ANGELES CA · SEC CIK 0001585859
$72.86亿2026Q1 申报市值
891持仓数
29.6%前十大占比 · 第一大 5.3%
83 / 51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
BND 加仓+$8,906.45万
IVV 加仓+$6,918.48万
VTEB 加仓+$6,052.88万
SPYM 加仓+$6,021.39万
IEFA 加仓+$3,964.13万
2026Q1 卖出最多 按季末市值估算
FMB 减仓-$4,605.49万
SGOV 减仓-$3,760.25万
STIP 减仓-$3,045.99万
QUAL 减仓-$2,086.85万
PZA 减仓-$1,617.10万
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 |
|---|---|---|---|---|---|---|---|---|
| IJT | ISHARES TR | $28.09万 | 0.00% | 1,941 | 346 | 21.7% | $5.01万 | 加仓 |
| MGC | VANGUARD WORLD FD | $28.15万 | 0.00% | 1,191 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $28.32万 | 0.00% | 4,384 | 216 | 5.2% | $1.40万 | 加仓 |
| GGG | GRACO INC | $28.35万 | 0.00% | 3,349 | 182 | 5.7% | $1.54万 | 加仓 |
| FHI | FEDERATED HERMES INC | $28.36万 | 0.00% | 5,000 | 5,000 | — | $28.36万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $28.40万 | 0.00% | 8,500 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $28.44万 | 0.00% | 5,252 | 27 | 0.5% | $1,462 | 加仓 |
| VPU | VANGUARD WORLD FD | $28.45万 | 0.00% | 1,436 | 1,436 | — | $28.45万 | 新建仓 |
| USXF | ISHARES TR | $28.49万 | 0.00% | 5,161 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $28.51万 | 0.00% | 4,557 | 100 | 2.2% | $6,256 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $28.64万 | 0.00% | 754 | 31 | 4.3% | $1.18万 | 加仓 |
| — | BERKSHIRE HATHAWAY INC DEL 看跌期权 | $28.69万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $28.82万 | 0.00% | 948 | 948 | — | $28.82万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $29.05万 | 0.00% | 4,680 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $29.19万 | 0.00% | 2,875 | 22 | 0.8% | $2,234 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $29.28万 | 0.00% | 6,682 | 176 | 2.7% | $7,712 | 加仓 |
| EMN | EASTMAN CHEM CO | $29.41万 | 0.00% | 3,853 | 265 | 7.4% | $2.02万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $29.42万 | 0.00% | 12,668 | 60 | 0.5% | $1,393 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $29.49万 | 0.00% | 3,160 | 298 | 10.4% | $2.78万 | 加仓 |
| MAS | MASCO CORP | $29.68万 | 0.00% | 4,917 | -987 | -16.7% | -$5.96万 | 减仓 |
| VG | VENTURE GLOBAL INC | $29.79万 | 0.00% | 18,900 | 900 | 5.0% | $1.42万 | 加仓 |
| MUNI | PIMCO ETF TR | $29.91万 | 0.00% | 5,732 | -521 | -8.3% | -$2.72万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $29.95万 | 0.00% | 4,634 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $29.97万 | 0.00% | 6,896 | -24 | -0.3% | -$1,043 | 减仓 |
| J | JACOBS SOLUTIONS INC | $30.04万 | 0.00% | 2,360 | 2,360 | — | $30.04万 | 新建仓 |
| STPZ | PIMCO ETF TR | $30.30万 | 0.00% | 5,600 | -14,215 | -71.7% | -$76.91万 | 减仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $30.65万 | 0.00% | 21,405 | -753 | -3.4% | -$1.08万 | 减仓 |
| — | ETF SER SOLUTIONS | $30.78万 | 0.00% | 5,448 | 77 | 1.4% | $4,350 | 加仓 |
| FDS | FACTSET RESH SYS INC | $30.79万 | 0.00% | 1,419 | -91 | -6.0% | -$1.97万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $30.87万 | 0.00% | 2,232 | -346 | -13.4% | -$4.79万 | 减仓 |
| DMXF | ISHARES TR | $30.97万 | 0.00% | 4,105 | 0 | 0.0% | — | 不变 |
| SCJ | ISHARES INC | $31.07万 | 0.00% | 3,200 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $31.21万 | 0.00% | 5,916 | -726 | -10.9% | -$3.83万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $31.22万 | 0.00% | 2,133 | -200 | -8.6% | -$2.93万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $31.35万 | 0.00% | 6,832 | 1,082 | 18.8% | $4.97万 | 加仓 |
| MAT | MATTEL INC | $31.43万 | 0.00% | 21,629 | -387 | -1.8% | -$5,623 | 减仓 |
| AON | AON PLC | $31.47万 | 0.00% | 975 | -973 | -49.9% | -$31.41万 | 减仓 |
| IWX | ISHARES TR | $31.53万 | 0.00% | 3,402 | -23 | -0.7% | -$2,131 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $31.67万 | 0.00% | 8,022 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $31.81万 | 0.00% | 3,595 | 479 | 15.4% | $4.24万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $31.86万 | 0.00% | 7,297 | 42 | 0.6% | $1,834 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $31.92万 | 0.00% | 14,294 | 100 | 0.7% | $2,233 | 加仓 |
| NUGT | DIREXION SHARES ETF TRUST | $32.00万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $32.02万 | 0.00% | 5,233 | 1,119 | 27.2% | $6.85万 | 加仓 |
| LOGI | LOGITECH INTL S A | $32.02万 | 0.00% | 3,514 | 662 | 23.2% | $6.03万 | 加仓 |
| IJK | ISHARES TR | $32.39万 | 0.00% | 3,219 | 1 | 0.0% | $101 | 加仓 |
| TM | TOYOTA MOTOR CORP | $32.44万 | 0.00% | 1,574 | 366 | 30.3% | $7.54万 | 加仓 |
| NVO | NOVO-NORDISK A S | $32.47万 | 0.00% | 8,835 | -223 | -2.5% | -$8,195 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $32.49万 | 0.00% | 4,915 | 4,915 | — | $32.49万 | 新建仓 |
| WPC | WP CAREY INC | $32.49万 | 0.00% | 4,781 | -34 | -0.7% | -$2,311 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $32.58万 | 0.00% | 4,577 | 55 | 1.2% | $3,915 | 加仓 |
| MGK | VANGUARD WORLD FD | $32.81万 | 0.00% | 893 | -1 | -0.1% | -$367 | 减仓 |
| COR | CENCORA INC | $32.83万 | 0.00% | 1,045 | -20 | -1.9% | -$6,284 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $33.10万 | 0.00% | 7,222 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $33.10万 | 0.00% | 7,789 | -563 | -6.7% | -$2.39万 | 减仓 |
| IYW | ISHARES TR | $33.11万 | 0.00% | 1,825 | -42 | -2.2% | -$7,621 | 减仓 |
| NWSA | NEWS CORP NEW | $33.13万 | 0.00% | 13,291 | -665 | -4.8% | -$1.66万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $33.14万 | 0.00% | 8,662 | 81 | 0.9% | $3,099 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $33.25万 | 0.00% | 11,940 | 27 | 0.2% | $752 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $33.41万 | 0.00% | 1,151 | 13 | 1.1% | $3,774 | 加仓 |
| PCAR | PACCAR INC | $33.50万 | 0.00% | 2,900 | 436 | 17.7% | $5.04万 | 加仓 |
| KRE | SPDR SERIES TRUST | $33.54万 | 0.00% | 5,148 | 238 | 4.8% | $1.55万 | 加仓 |
| PKG | PACKAGING CORP AMER | $33.55万 | 0.00% | 1,581 | 23 | 1.5% | $4,881 | 加仓 |
| OKTA | OKTA INC | $33.92万 | 0.00% | 4,309 | 35 | 0.8% | $2,755 | 加仓 |
| SNY | SANOFI SA | $34.20万 | 0.00% | 7,099 | 7,099 | — | $34.20万 | 新建仓 |
| ZTS | ZOETIS INC | $34.22万 | 0.00% | 2,894 | -837 | -22.4% | -$9.90万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $34.44万 | 0.00% | 3,013 | 0 | 0.0% | — | 不变 |
| UFO | PROCURE ETF TRUST II | $34.50万 | 0.00% | 7,700 | -100 | -1.3% | -$4,481 | 减仓 |
| QHY | WISDOMTREE TR | $34.53万 | 0.00% | 7,582 | -561 | -6.9% | -$2.55万 | 减仓 |
| — | COHEN & STEERS SELECT PFD & | $34.61万 | 0.00% | 17,848 | 3,827 | 27.3% | $7.42万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $34.86万 | 0.00% | 9,015 | 0 | 0.0% | — | 不变 |
| IBND | SPDR SERIES TRUST | $34.89万 | 0.00% | 11,226 | 11,226 | — | $34.89万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $34.89万 | 0.00% | 2,219 | 180 | 8.8% | $2.83万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $34.89万 | 0.00% | 11,335 | 1,626 | 16.7% | $5.00万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $34.99万 | 0.00% | 1,396 | -347 | -19.9% | -$8.70万 | 重新持有 |
| GIS | GENERAL MILLS INC | $35.03万 | 0.00% | 9,411 | -916 | -8.9% | -$3.41万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $35.07万 | 0.00% | 7,598 | -4 | -0.1% | -$185 | 减仓 |
| MELI | MERCADOLIBRE INC | $35.26万 | 0.00% | 204 | 58 | 39.7% | $10.03万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $35.54万 | 0.00% | 5,467 | 5,467 | — | $35.54万 | 新建仓 |
| CMDT | PIMCO ETF TR | $35.71万 | 0.00% | 11,066 | 11,066 | — | $35.71万 | 新建仓 |
| RKT | ROCKET COS INC | $36.04万 | 0.00% | 25,289 | -34 | -0.1% | -$484 | 减仓 |
| CDE | COEUR MNG INC | $36.19万 | 0.00% | 19,283 | 17 | 0.1% | $319 | 加仓 |
| AAXJ | ISHARES TR | $36.23万 | 0.00% | 3,763 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $36.28万 | 0.00% | 3,451 | -193 | -5.3% | -$2.03万 | 减仓 |
| IRM | IRON MTN INC DEL | $36.56万 | 0.01% | 3,579 | 233 | 7.0% | $2.38万 | 加仓 |
| GRMN | GARMIN LTD | $36.61万 | 0.01% | 1,578 | 105 | 7.1% | $2.44万 | 加仓 |
| CORP | PIMCO ETF TR | $36.73万 | 0.01% | 3,795 | 3,795 | — | $36.73万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $36.80万 | 0.01% | 703 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $36.84万 | 0.01% | 1,879 | 80 | 4.4% | $1.57万 | 加仓 |
| NUE | NUCOR CORP | $36.86万 | 0.01% | 2,180 | -3 | -0.1% | -$507 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $36.92万 | 0.01% | 13,574 | 5,033 | 58.9% | $13.69万 | 加仓 |
| SKM | SK TELECOM CO LTD | $36.95万 | 0.01% | 12,615 | 12,615 | — | $36.95万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $37.26万 | 0.01% | 19,680 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $37.34万 | 0.01% | 6,836 | 540 | 8.6% | $2.95万 | 加仓 |
| PGR | PROGRESSIVE CORP | $37.43万 | 0.01% | 1,888 | -639 | -25.3% | -$12.67万 | 减仓 |
| — | AMAZON COM INC 看跌期权 | $37.49万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $37.63万 | 0.01% | 8,738 | -3,248 | -27.1% | -$13.99万 | 减仓 |
| PRK | PARK NATL CORP | $37.72万 | 0.01% | 2,308 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $38.18万 | 0.01% | 4,141 | -68 | -1.6% | -$6,270 | 减仓 |
| GHC | GRAHAM HLDGS CO | $38.19万 | 0.01% | 361 | -59 | -14.0% | -$6.24万 | 减仓 |