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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | $38.38万 | 0.01% | 3,391 | 883 | 35.2% | $9.99万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $38.60万 | 0.01% | 796 | 127 | 19.0% | $6.16万 | 加仓 |
| IR | INGERSOLL RAND INC | $38.92万 | 0.01% | 4,858 | -429 | -8.1% | -$3.44万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $39.21万 | 0.01% | 2,413 | 199 | 9.0% | $3.23万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $39.26万 | 0.01% | 3,806 | 3 | 0.1% | $309 | 加仓 |
| ACWX | ISHARES TR | $39.26万 | 0.01% | 5,734 | 5,734 | — | $39.26万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $39.46万 | 0.01% | 14,244 | -48 | -0.3% | -$1,330 | 减仓 |
| BIDU | BAIDU INC | $39.54万 | 0.01% | 3,549 | 393 | 12.5% | $4.38万 | 加仓 |
| PPG | PPG INDS INC | $39.83万 | 0.01% | 3,726 | -690 | -15.6% | -$7.38万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $39.89万 | 0.01% | 3,982 | -831 | -17.3% | -$8.32万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $39.93万 | 0.01% | 43,738 | 18,584 | 73.9% | $16.97万 | 加仓 |
| BOX | BOX INC | $40.22万 | 0.01% | 17,012 | -191 | -1.1% | -$4,515 | 减仓 |
| MET | METLIFE INC | $40.55万 | 0.01% | 5,734 | -899 | -13.6% | -$6.36万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $40.64万 | 0.01% | 1,763 | 155 | 9.6% | $3.57万 | 加仓 |
| IUSG | ISHARES TR | $40.72万 | 0.01% | 2,625 | -89 | -3.3% | -$1.38万 | 减仓 |
| FIX | COMFORT SYS USA INC | $40.78万 | 0.01% | 296 | 17 | 6.1% | $2.34万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $41.05万 | 0.01% | 4,244 | 125 | 3.0% | $1.21万 | 加仓 |
| SAP | SAP SE | $41.18万 | 0.01% | 2,405 | 485 | 25.3% | $8.30万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $41.21万 | 0.01% | 3,757 | -339 | -8.3% | -$3.72万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $41.25万 | 0.01% | 7,046 | -3,670 | -34.2% | -$21.48万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $41.36万 | 0.01% | 11,441 | -505 | -4.2% | -$1.83万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $41.54万 | 0.01% | 3,501 | 178 | 5.4% | $2.11万 | 加仓 |
| URI | UNITED RENTALS INC | $41.66万 | 0.01% | 572 | -70 | -10.9% | -$5.10万 | 减仓 |
| GSK | GSK PLC | $41.69万 | 0.01% | 7,555 | 302 | 4.2% | $1.67万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $41.81万 | 0.01% | 710 | 6 | 0.9% | $3,533 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $41.94万 | 0.01% | 4,626 | -377 | -7.5% | -$3.42万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $42.03万 | 0.01% | 12,454 | -660 | -5.0% | -$2.23万 | 减仓 |
| EVRG | EVERGY INC | $42.51万 | 0.01% | 5,189 | 1,269 | 32.4% | $10.40万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $42.54万 | 0.01% | 6,968 | -1,591 | -18.6% | -$9.71万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $42.57万 | 0.01% | 4,103 | 677 | 19.8% | $7.02万 | 加仓 |
| APP | APPLOVIN CORP | $42.78万 | 0.01% | 1,075 | -11 | -1.0% | -$4,378 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $42.90万 | 0.01% | 1,466 | 237 | 19.3% | $6.94万 | 加仓 |
| IDXX | IDEXX LABS INC | $42.95万 | 0.01% | 764 | -10 | -1.3% | -$5,622 | 减仓 |
| EZM | WISDOMTREE TR | $42.97万 | 0.01% | 6,393 | 17 | 0.3% | $1,143 | 加仓 |
| ATO | ATMOS ENERGY CORP | $43.15万 | 0.01% | 2,336 | -12 | -0.5% | -$2,217 | 减仓 |
| TTE | TOTALENERGIES SE | $43.23万 | 0.01% | 4,752 | 202 | 4.4% | $1.84万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $43.37万 | 0.01% | 6,920 | -322 | -4.4% | -$2.02万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $43.45万 | 0.01% | 12,960 | -1,830 | -12.4% | -$6.14万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $43.55万 | 0.01% | 8,370 | -24 | -0.3% | -$1,249 | 减仓 |
| SPYV | SPDR SERIES TRUST | $43.64万 | 0.01% | 7,713 | -3,304 | -30.0% | -$18.69万 | 减仓 |
| USRT | ISHARES TR | $43.71万 | 0.01% | 7,385 | -1,641 | -18.2% | -$9.71万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $43.84万 | 0.01% | 1,270 | 341 | 36.7% | $11.77万 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $43.89万 | 0.01% | 30,000 | 30,000 | — | $43.89万 | 新建仓 |
| HUBS | HUBSPOT INC | $43.91万 | 0.01% | 1,799 | 1,799 | — | $43.91万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $43.92万 | 0.01% | 32,533 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $44.25万 | 0.01% | 10,152 | 63 | 0.6% | $2,746 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $44.40万 | 0.01% | 4,074 | 4,074 | — | $44.40万 | 新建仓 |
| SHV | ISHARES TR | $44.44万 | 0.01% | 4,025 | -2,886 | -41.8% | -$31.86万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $44.65万 | 0.01% | 1,245 | -86 | -6.5% | -$3.08万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $45.20万 | 0.01% | 3,164 | 539 | 20.5% | $7.70万 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $45.51万 | 0.01% | 10,443 | 0 | 0.0% | — | 不变 |
| MFA | MFA FINL INC | $45.81万 | 0.01% | 47,817 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $45.92万 | 0.01% | 3,507 | 604 | 20.8% | $7.91万 | 加仓 |
| CSGP | COSTAR GROUP INC | $46.32万 | 0.01% | 11,483 | -627 | -5.2% | -$2.53万 | 减仓 |
| IVLU | ISHARES TR | $46.41万 | 0.01% | 11,696 | 11,696 | — | $46.41万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $47.13万 | 0.01% | 9,343 | -2,385 | -20.3% | -$12.03万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $47.22万 | 0.01% | 20,884 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $47.42万 | 0.01% | 2,872 | 28 | 1.0% | $4,624 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $47.76万 | 0.01% | 7,647 | -67 | -0.9% | -$4,184 | 减仓 |
| VICI | VICI PPTYS INC | $47.80万 | 0.01% | 17,498 | 6,122 | 53.8% | $16.73万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $47.82万 | 0.01% | 6,540 | -423 | -6.1% | -$3.09万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $47.92万 | 0.01% | 4,788 | 311 | 6.9% | $3.11万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $47.95万 | 0.01% | 7,500 | -1,216 | -14.0% | -$7.78万 | 减仓 |
| SNPS | SYNOPSYS INC | $48.01万 | 0.01% | 1,211 | 41 | 3.5% | $1.63万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $48.15万 | 0.01% | 9,539 | 4,255 | 80.5% | $21.48万 | 加仓 |
| CPA | COPA HOLDINGS SA | $48.61万 | 0.01% | 4,279 | -61 | -1.4% | -$6,930 | 减仓 |
| L | LOEWS CORP | $48.64万 | 0.01% | 4,557 | 45 | 1.0% | $4,803 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $48.68万 | 0.01% | 9,599 | -10,068 | -51.2% | -$51.05万 | 减仓 |
| D | DOMINION ENERGY INC | $48.88万 | 0.01% | 7,907 | 190 | 2.5% | $1.17万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $48.88万 | 0.01% | 4,289 | 68 | 1.6% | $7,750 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $48.94万 | 0.01% | 23,976 | -28,212 | -54.1% | -$57.58万 | 减仓 |
| IEF | ISHARES TR | $49.05万 | 0.01% | 5,139 | -11,191 | -68.5% | -$106.81万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $49.06万 | 0.01% | 3,271 | -377 | -10.3% | -$5.65万 | 减仓 |
| IWS | ISHARES TR | $49.14万 | 0.01% | 3,372 | -28 | -0.8% | -$4,080 | 减仓 |
| FISV | FISERV INC | $49.58万 | 0.01% | 8,885 | 1,166 | 15.1% | $6.51万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $49.67万 | 0.01% | 16,436 | -31,651 | -65.8% | -$95.65万 | 减仓 |
| RPM | RPM INTL INC | $49.84万 | 0.01% | 5,014 | -1,090 | -17.9% | -$10.83万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $50.24万 | 0.01% | 13,701 | 865 | 6.7% | $3.17万 | 加仓 |
| CMF | ISHARES TR | $50.43万 | 0.01% | 8,869 | -3,174 | -26.4% | -$18.05万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $50.71万 | 0.01% | 4,053 | 4,053 | — | $50.71万 | 新建仓 |
| IGEB | ISHARES TR | $51.04万 | 0.01% | 11,327 | -11,465 | -50.3% | -$51.66万 | 减仓 |
| KR | KROGER CO | $51.09万 | 0.01% | 7,060 | -186 | -2.6% | -$1.35万 | 减仓 |
| CVS | CVS HEALTH CORP | $51.55万 | 0.01% | 7,177 | -227 | -3.1% | -$1.63万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $52.42万 | 0.01% | 13,644 | 1,821 | 15.4% | $7.00万 | 加仓 |
| EME | EMCOR GROUP INC | $52.50万 | 0.01% | 711 | 711 | — | $52.50万 | 新建仓 |
| AIA | ISHARES TR | $52.84万 | 0.01% | 4,978 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $52.98万 | 0.01% | 6,659 | 1,100 | 19.8% | $8.75万 | 加仓 |
| GM | GENERAL MTRS CO | $52.99万 | 0.01% | 7,113 | 15 | 0.2% | $1,118 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $53.00万 | 0.01% | 2,548 | -49 | -1.9% | -$1.02万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $53.46万 | 0.01% | 2,530 | 147 | 6.2% | $3.11万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $53.48万 | 0.01% | 11,131 | 11,131 | — | $53.48万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $53.63万 | 0.01% | 13,134 | -13,955 | -51.5% | -$56.98万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $53.68万 | 0.01% | 2,739 | 3 | 0.1% | $588 | 加仓 |
| — | TOPBUILD COR | $53.75万 | 0.01% | 1,530 | -30 | -1.9% | -$1.05万 | 减仓 |
| SLB | SLB LIMITED | $54.27万 | 0.01% | 10,560 | 770 | 7.9% | $3.96万 | 加仓 |
| BN | BROOKFIELD CORP | $54.73万 | 0.01% | 13,523 | 2,031 | 17.7% | $8.22万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $54.79万 | 0.01% | 1,233 | -68 | -5.2% | -$3.02万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $55.04万 | 0.01% | 3,091 | -3,207 | -50.9% | -$57.11万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $55.20万 | 0.01% | 3,199 | -760 | -19.2% | -$13.11万 | 减仓 |
| MO | ALTRIA GROUP INC | $55.21万 | 0.01% | 8,366 | -185 | -2.2% | -$1.22万 | 减仓 |