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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $307.13万 | 0.04% | 16,453 | 1,542 | 10.3% | $28.78万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $308.95万 | 0.04% | 16,765 | 95 | 0.6% | $1.75万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $309.74万 | 0.04% | 14,819 | 3 | 0.0% | $627 | 加仓 |
| QLD | PROSHARES TR | $310.06万 | 0.04% | 50,829 | -3,765 | -6.9% | -$22.97万 | 减仓 |
| WFC | WELLS FARGO & CO | $311.01万 | 0.04% | 39,067 | -1,981 | -4.8% | -$15.77万 | 减仓 |
| MCO | MOODYS CORP | $311.05万 | 0.04% | 7,130 | 202 | 2.9% | $8.81万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $317.89万 | 0.04% | 21,732 | -292 | -1.3% | -$4.27万 | 减仓 |
| IAU | ISHARES GOLD TR | $318.61万 | 0.04% | 36,140 | 6,628 | 22.5% | $58.43万 | 加仓 |
| BX | BLACKSTONE INC | $323.67万 | 0.04% | 28,148 | -4,386 | -13.5% | -$50.43万 | 减仓 |
| IBDU | ISHARES TR | $330.91万 | 0.05% | 142,265 | 47,032 | 49.4% | $109.40万 | 加仓 |
| IWB | ISHARES TR | $333.09万 | 0.05% | 9,342 | 6,867 | 277.5% | $244.84万 | 加仓 |
| ETN | EATON CORP PLC | $338.77万 | 0.05% | 9,472 | -510 | -5.1% | -$18.24万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $341.59万 | 0.05% | 37,004 | 4,529 | 13.9% | $41.81万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $344.66万 | 0.05% | 14,242 | -125 | -0.9% | -$3.02万 | 减仓 |
| SHY | ISHARES TR | $344.76万 | 0.05% | 41,754 | 9,822 | 30.8% | $81.10万 | 加仓 |
| MS | MORGAN STANLEY | $348.51万 | 0.05% | 21,177 | 1,508 | 7.7% | $24.82万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $348.52万 | 0.05% | 10,316 | 3,687 | 55.6% | $124.56万 | 加仓 |
| EMR | EMERSON ELEC CO | $351.45万 | 0.05% | 26,824 | 412 | 1.6% | $5.40万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $358.06万 | 0.05% | 30,556 | -3,117 | -9.3% | -$36.53万 | 减仓 |
| PYLD | PIMCO ETF TR | $358.27万 | 0.05% | 136,746 | -104,527 | -43.3% | -$273.86万 | 减仓 |
| DEM | WISDOMTREE TR | $360.29万 | 0.05% | 72,508 | -78,339 | -51.9% | -$389.27万 | 减仓 |
| GLW | CORNING INC | $362.32万 | 0.05% | 26,647 | 248 | 0.9% | $3.37万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $362.88万 | 0.05% | 117,208 | 4,062 | 3.6% | $12.58万 | 加仓 |
| SOXX | ISHARES TR | $365.35万 | 0.05% | 11,116 | -1,414 | -11.3% | -$46.47万 | 减仓 |
| BOND | PIMCO ETF TR | $365.42万 | 0.05% | 39,599 | -4,213 | -9.6% | -$38.88万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $367.39万 | 0.05% | 102,680 | 3,983 | 4.0% | $14.25万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $370.42万 | 0.05% | 77,365 | -36,764 | -32.2% | -$176.03万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $371.62万 | 0.05% | 44,908 | -6,052 | -11.9% | -$50.08万 | 减仓 |
| AMGN | AMGEN INC | $373.48万 | 0.05% | 10,615 | 154 | 1.5% | $5.42万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $378.36万 | 0.05% | 4,897 | 1,155 | 30.9% | $89.24万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $382.11万 | 0.05% | 18,686 | 2 | 0.0% | $409 | 加仓 |
| EEM | ISHARES TR | $384.37万 | 0.05% | 67,683 | -8,430 | -11.1% | -$47.87万 | 减仓 |
| WAB | WABTEC | $386.90万 | 0.05% | 15,482 | -6 | -0.0% | -$1,499 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $388.13万 | 0.05% | 24,210 | 1,401 | 6.1% | $22.46万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $388.44万 | 0.05% | 19,668 | -2,101 | -9.7% | -$41.49万 | 减仓 |
| YUM | YUM BRANDS INC | $391.95万 | 0.05% | 25,209 | 862 | 3.5% | $13.40万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $394.86万 | 0.05% | 35,439 | 14,452 | 68.9% | $161.02万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $399.13万 | 0.05% | 84,866 | -2,602 | -3.0% | -$12.24万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $407.20万 | 0.06% | 80,746 | 53,656 | 198.1% | $270.59万 | 加仓 |
| VLUE | ISHARES TR | $408.43万 | 0.06% | 28,724 | 27,238 | 1,833.0% | $387.30万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $415.45万 | 0.06% | 44,206 | -1,927 | -4.2% | -$18.11万 | 减仓 |
| COHR | COHERENT CORP | $416.56万 | 0.06% | 17,487 | 1,014 | 6.2% | $24.15万 | 加仓 |
| TLT | ISHARES TR | $418.33万 | 0.06% | 48,256 | 48,256 | — | $418.33万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $420.22万 | 0.06% | 117,677 | -92,861 | -44.1% | -$331.61万 | 减仓 |
| PLD | PROLOGIS INC. | $420.23万 | 0.06% | 31,792 | 8,704 | 37.7% | $115.05万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $425.02万 | 0.06% | 9,518 | -316 | -3.2% | -$14.11万 | 减仓 |
| NOW | SERVICENOW INC | $425.13万 | 0.06% | 40,663 | 13,542 | 49.9% | $141.58万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $426.16万 | 0.06% | 92,709 | -16,153 | -14.8% | -$74.25万 | 减仓 |
| SUSC | ISHARES TR | $426.58万 | 0.06% | 184,364 | 5,821 | 3.3% | $13.47万 | 加仓 |
| SYY | SYSCO CORP | $429.83万 | 0.06% | 60,259 | -5,613 | -8.5% | -$40.04万 | 减仓 |
| DVY | ISHARES TR | $434.98万 | 0.06% | 28,729 | -778 | -2.6% | -$11.78万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $436.60万 | 0.06% | 60,698 | -724 | -1.2% | -$5.21万 | 减仓 |
| CI | THE CIGNA GROUP | $460.62万 | 0.06% | 17,268 | 39 | 0.2% | $1.04万 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $462.67万 | 0.06% | 92,969 | -9,504 | -9.3% | -$47.30万 | 减仓 |
| LOW | LOWES COS INC | $464.31万 | 0.06% | 19,651 | -616 | -3.0% | -$14.55万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $469.57万 | 0.06% | 23,083 | 809 | 3.6% | $16.46万 | 加仓 |
| COP | CONOCOPHILLIPS | $471.54万 | 0.06% | 35,722 | -3,621 | -9.2% | -$47.80万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $475.99万 | 0.07% | 101,382 | 143 | 0.1% | $6,714 | 加仓 |
| GE | GE AEROSPACE | $476.24万 | 0.07% | 16,782 | 195 | 1.2% | $5.53万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $477.12万 | 0.07% | 144,803 | 20,202 | 16.2% | $66.57万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $486.14万 | 0.07% | 11,130 | -1,986 | -15.1% | -$86.74万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $491.00万 | 0.07% | 18,864 | -900 | -4.6% | -$23.43万 | 减仓 |
| SCZ | ISHARES TR | $503.49万 | 0.07% | 64,194 | 2,136 | 3.4% | $16.75万 | 加仓 |
| CSX | CSX CORP | $505.42万 | 0.07% | 123,124 | -4,278 | -3.4% | -$17.56万 | 减仓 |
| BA | BOEING CO | $507.64万 | 0.07% | 25,506 | 361 | 1.4% | $7.18万 | 加仓 |
| TOST | TOAST INC | $509.11万 | 0.07% | 192,043 | 89 | 0.0% | $2,359 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $509.41万 | 0.07% | 70,998 | -1,370 | -1.9% | -$9.83万 | 减仓 |
| DGRO | ISHARES TR | $521.51万 | 0.07% | 74,310 | -2,443 | -3.2% | -$17.14万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $529.88万 | 0.07% | 164,456 | 26,836 | 19.5% | $86.47万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $530.84万 | 0.07% | 18,199 | 22 | 0.1% | $6,417 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $544.61万 | 0.07% | 132,540 | -10,305 | -7.2% | -$42.34万 | 减仓 |
| LIN | LINDE PLC | $546.52万 | 0.08% | 11,024 | 1,484 | 15.6% | $73.57万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $553.05万 | 0.08% | 65,050 | -116 | -0.2% | -$9,862 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $557.01万 | 0.08% | 122,098 | 77,818 | 175.7% | $355.01万 | 加仓 |
| R | RYDER SYS INC | $564.94万 | 0.08% | 27,597 | 9 | 0.0% | $1,842 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $570.03万 | 0.08% | 167,558 | 3,285 | 2.0% | $11.18万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $571.52万 | 0.08% | 38,590 | 1,429 | 3.8% | $21.16万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $577.56万 | 0.08% | 41,440 | 4,115 | 11.0% | $57.35万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $577.86万 | 0.08% | 12,476 | -14,883 | -54.4% | -$689.34万 | 减仓 |
| SUB | ISHARES TR | $581.67万 | 0.08% | 54,617 | -142,695 | -72.3% | -$1,519.71万 | 减仓 |
| PSX | PHILLIPS 66 | $585.10万 | 0.08% | 32,117 | -696 | -2.1% | -$12.68万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $595.97万 | 0.08% | 60,579 | -2,498 | -4.0% | -$24.58万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $596.92万 | 0.08% | 29,005 | -2,797 | -8.8% | -$57.56万 | 减仓 |
| MUB | ISHARES TR | $607.33万 | 0.08% | 57,214 | -98,877 | -63.3% | -$1,049.58万 | 减仓 |
| RTX | RTX CORPORATION | $608.05万 | 0.08% | 31,521 | -4,292 | -12.0% | -$82.79万 | 减仓 |
| CB | CHUBB LTD SWITZ | $618.95万 | 0.08% | 18,990 | 2,356 | 14.2% | $76.79万 | 加仓 |
| IWD | ISHARES TR | $622.42万 | 0.09% | 29,130 | -27 | -0.1% | -$5,769 | 减仓 |
| GEV | GE VERNOVA INC | $627.66万 | 0.09% | 7,191 | -192 | -2.6% | -$16.76万 | 减仓 |
| TJX | TJX COS INC NEW | $634.40万 | 0.09% | 39,724 | 3,303 | 9.1% | $52.75万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $636.16万 | 0.09% | 120,530 | 5,394 | 4.7% | $28.47万 | 加仓 |
| CSCO | CISCO SYS INC | $640.75万 | 0.09% | 82,581 | 1,546 | 1.9% | $12.00万 | 加仓 |
| PFE | PFIZER INC | $641.05万 | 0.09% | 228,295 | -6,508 | -2.8% | -$18.27万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $644.17万 | 0.09% | 22,813 | 1,401 | 6.5% | $39.56万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $654.89万 | 0.09% | 84,930 | 2,229 | 2.7% | $17.19万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $659.95万 | 0.09% | 215,108 | -5,109 | -2.3% | -$15.67万 | 减仓 |
| SNDK | SANDISK CORP | $663.49万 | 0.09% | 10,443 | 144 | 1.4% | $9.15万 | 加仓 |
| IBDT | ISHARES TR | $671.42万 | 0.09% | 265,068 | 45,210 | 20.6% | $114.52万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $678.18万 | 0.09% | 111,818 | -60 | -0.1% | -$3,639 | 减仓 |
| MA | MASTERCARD INCORPORATED | $695.96万 | 0.10% | 13,929 | -272 | -1.9% | -$13.59万 | 减仓 |
| IQLT | ISHARES TR | $695.99万 | 0.10% | 150,550 | 70,057 | 87.0% | $323.87万 | 加仓 |