13F 机构持仓

Composition Wealth, LLC

LOS ANGELES CA · SEC CIK 0001585859

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$85.28亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 5.2%
SCHF 5.2%
BND 4.2%
MBB 2.6%
AAPL 2.6%
BIL 2.3%
MSFT 2.0%
QQQ 1.9%
QQQM 1.7%
IVV 1.6%

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
IWP ISHARES TR $182.03万0.02%12,433 -21-0.2% -$3,075 减仓
EMR EMERSON ELEC CO $182.16万0.02%12,725 -14,099-52.6% -$201.82万 减仓
— ROUNDHILL ETF TRUST $182.88万0.02%60,039 60,039— $182.88万 新建仓
VV VANGUARD INDEX FDS $184.17万0.02%5,355 -2-0.0% -$688 减仓
COIN COINBASE GLOBAL INC $184.67万0.02%12,632 1,48513.3% $21.71万 加仓
TLH ISHARES TR $186.21万0.02%18,556 -999-5.1% -$10.03万 减仓
IYM ISHARES TR $186.64万0.02%10,396 2,90638.8% $52.17万 加仓
SPIB SPDR SERIES TRUST $187.01万0.02%55,892 5,68911.3% $19.04万 加仓
JMOM J P MORGAN EXCHANGE TRADED F $187.08万0.02%21,891 -651-2.9% -$5.56万 减仓
COF CAPITAL ONE FINL CORP $189.24万0.02%9,433 -209-2.2% -$4.19万 减仓
VIOV VANGUARD ADMIRAL FDS INC $190.37万0.02%16,225 00.0% — 不变
— ISHARES TR $190.99万0.02%32,475 -825-2.5% -$4.85万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $191.15万0.02%41,510 -413-1.0% -$1.90万 减仓
— INNOVATOR ETFS TRUST $191.63万0.02%72,407 -9-0.0% -$238 减仓
SPDW SPDR INDEX SHS FDS $192.52万0.02%38,206 1450.4% $7,307 加仓
VIGI VANGUARD WHITEHALL FDS $197.23万0.02%21,121 -1,262-5.6% -$11.78万 减仓
— INNOVATOR ETFS TRUST $198.35万0.02%100,329 100,329— $198.35万 新建仓
LNG CHENIERE ENERGY INC $200.16万0.02%8,375 -404-4.6% -$9.66万 减仓
TXN TEXAS INSTRS INC $201.13万0.02%6,748 -209-3.0% -$6.23万 减仓
SCHO SCHWAB STRATEGIC TR $203.56万0.02%84,325 84,325— $203.56万 新建仓
FNDF SCHWAB STRATEGIC TR $203.58万0.02%38,585 -3,683-8.7% -$19.43万 减仓
VCIT VANGUARD SCOTTSDALE FDS $203.59万0.02%24,633 -20,275-45.1% -$167.57万 减仓
BKNG BOOKING HOLDINGS INC $208.78万0.02%11,714 -786-6.3% -$14.01万 减仓
SO SOUTHERN CO $209.50万0.02%21,889 50.0% $479 加仓
F FORD MTR CO $210.55万0.02%151,478 1,2820.9% $1.78万 加仓
VZ VERIZON COMMUNICATIONS INC $211.57万0.02%49,970 8471.7% $3.59万 加仓
IBB ISHARES TR $212.37万0.02%11,166 50.0% $951 加仓
CRM SALESFORCE INC $212.47万0.02%13,563 -2,890-17.6% -$45.27万 减仓
ROST ROSS STORES INC $212.83万0.02%9,999 820.8% $1.75万 加仓
ABT ABBOTT LABORATORIES $213.33万0.03%23,510 6732.9% $6.11万 加仓
CRWD CROWDSTRIKE HLDGS INC $213.72万0.03%2,801 31312.6% $23.88万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $215.92万0.03%2,238 442.0% $4.25万 加仓
TEX TEREX CORP NEW $215.99万0.03%29,837 270.1% $1,955 加仓
SHW SHERWIN WILLIAMS CO $216.00万0.03%6,273 -155-2.4% -$5.34万 减仓
SCHV SCHWAB STRATEGIC TR $217.31万0.03%62,426 30.0% $104 加仓
IBDV ISHARES TR $220.27万0.03%101,043 9,66410.6% $21.07万 加仓
HOOD ROBINHOOD MKTS INC $221.74万0.03%22,112 2811.3% $2.82万 加仓
MRSH MARSH & MCLENNAN COS INC $222.09万0.03%13,325 -73-0.5% -$1.22万 减仓
DON WISDOMTREE TR $224.05万0.03%39,640 11,04938.6% $62.45万 加仓
EEMX SPDR INDEX SHS FDS $225.66万0.03%41,673 -159-0.4% -$8,610 减仓
SPHD INVESCO EXCH TRADED FD TR II $227.79万0.03%44,804 11,57634.8% $58.85万 加仓
VNQ VANGUARD INDEX FDS $236.54万0.03%24,529 -6,649-21.3% -$64.12万 减仓
IXG ISHARES TR $238.83万0.03%19,182 9095.0% $11.32万 加仓
QCOM QUALCOMM INC $239.70万0.03%12,971 1,87916.9% $34.72万 加仓
PLTR PALANTIR TECHNOLOGIES INC $245.73万0.03%21,062 -670-3.1% -$7.82万 减仓
RAAX VANECK ETF TRUST $248.25万0.03%62,580 340.1% $1,349 加仓
TWLO TWILIO INC $248.27万0.03%12,033 780.7% $1.61万 加仓
RDNT RADNET INC $251.03万0.03%40,706 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $256.75万0.03%10,337 1671.6% $4.15万 加仓
— INVESCO EXCH TRADED FD TR II $257.69万0.03%113,348 8,4648.1% $19.24万 加仓
NEE NEXTERA ENERGY INC $262.45万0.03%29,902 1,3724.8% $12.04万 加仓
ACWI ISHARES TR $269.39万0.03%17,162 7,20172.3% $113.03万 加仓
NVT NVENT ELEC PLC $272.90万0.03%16,090 2,65719.8% $45.06万 加仓
SUSA ISHARES TR $279.10万0.03%18,088 -2,155-10.6% -$33.25万 减仓
ASML ASML HLDG NV $279.61万0.03%1,405 16012.9% $31.84万 加仓
TT TRANE TECHNOLOGIES PLC $280.24万0.03%5,706 -986-14.7% -$48.43万 减仓
SHYG ISHARES TR $281.17万0.03%66,297 -1,430-2.1% -$6.06万 减仓
IVOV VANGUARD ADMIRAL FDS INC $281.96万0.03%24,718 -215-0.9% -$2.45万 减仓
IBM INTERNATIONAL BUSINESS MACHS $282.68万0.03%10,052 3,68057.8% $103.49万 加仓
IAU ISHARES GOLD TR $283.20万0.03%37,505 1,3653.8% $10.31万 加仓
IYR ISHARES TR $284.52万0.03%27,826 21,581345.6% $220.67万 加仓
VEU VANGUARD INTL EQUITY INDEX F $286.48万0.03%34,207 -986-2.8% -$8.26万 减仓
TMO THERMO FISHER SCIENTIFIC INC $288.19万0.03%5,748 -46-0.8% -$2.31万 减仓
EFG ISHARES TR $290.72万0.03%23,366 5,07827.8% $63.18万 加仓
LRCX LAM RESEARCH CORP $291.07万0.03%6,717 1,03618.2% $44.89万 加仓
IUSV ISHARES TR $294.11万0.03%26,701 1390.5% $1.53万 加仓
VMBS VANGUARD SCOTTSDALE FDS $295.93万0.03%63,219 -38,163-37.6% -$178.64万 减仓
REGN REGENERON PHARMACEUTICALS $296.12万0.03%4,749 -148-3.0% -$9.23万 减仓
VXF VANGUARD INDEX FDS $301.65万0.04%12,252 -16,753-57.8% -$412.46万 减仓
TEL TE CONNECTIVITY PLC $302.26万0.04%14,992 1731.2% $3.49万 加仓
ECL ECOLAB INC $304.71万0.04%10,937 3633.4% $10.11万 加仓
KLAC KLA CORP $307.10万0.04%10,179 2,85939.1% $86.26万 加仓
BX BLACKSTONE INC $309.82万0.04%26,329 -1,819-6.5% -$21.40万 减仓
MSGK MADISON SQUARE GRDN SPRT COR $313.00万0.04%7,789 -463-5.6% -$18.61万 减仓
VBR VANGUARD INDEX FDS $313.90万0.04%12,918 1471.2% $3.57万 加仓
SPG SIMON PPTY GROUP INC NEW $319.17万0.04%14,271 -12-0.1% -$2,684 减仓
FV FIRST TR EXCHANGE TRADED FD $322.10万0.04%42,448 -626-1.5% -$4.75万 减仓
WFC WELLS FARGO & CO $325.42万0.04%39,378 3110.8% $2.57万 加仓
CDNS CADENCE DESIGN SYSTEM INC $326.43万0.04%8,697 2513.0% $9.42万 加仓
LPX LOUISIANA PAC CORP $328.65万0.04%41,782 -13-0.0% -$1,023 减仓
VOE VANGUARD INDEX FDS $328.71万0.04%16,635 -130-0.8% -$2.57万 减仓
EBAY EBAY INC. $332.93万0.04%29,792 -238-0.8% -$2.66万 减仓
CALI BLACKROCK ETF TRUST II $335.65万0.04%66,419 -14,327-17.7% -$72.40万 减仓
ESML ISHARES TR $345.63万0.04%61,796 -2,471-3.8% -$13.82万 减仓
SMH VANECK ETF TRUST $346.27万0.04%5,279 -72-1.3% -$4.72万 减仓
SPTM SPDR SERIES TRUST $347.51万0.04%38,276 10,55738.1% $95.85万 加仓
PYLD PIMCO ETF TR $347.75万0.04%131,126 -5,620-4.1% -$14.90万 减仓
MAR MARRIOTT INTL INC NEW $351.84万0.04%9,494 7598.7% $28.13万 加仓
ORLY OREILLY AUTOMOTIVE INC $352.89万0.04%38,320 1,3163.6% $12.12万 加仓
BOND PIMCO ETF TR $354.76万0.04%38,473 -1,126-2.8% -$10.38万 减仓
PJUL INNOVATOR ETFS TRUST $357.62万0.04%73,267 -19,442-21.0% -$94.90万 减仓
MCO MOODYS CORP $359.13万0.04%7,929 79911.2% $36.19万 加仓
BWXT BWX TECHNOLOGIES INC $364.44万0.04%18,723 370.2% $7,202 加仓
UNH UNITEDHEALTH GROUP INC $365.20万0.04%8,787 4104.9% $17.04万 加仓
DFSD DIMENSIONAL ETF TRUST $367.17万0.04%76,895 -470-0.6% -$2.24万 减仓
COP CONOCOPHILLIPS $369.89万0.04%35,580 -142-0.4% -$1.48万 减仓
APD AIR PRODUCTS AND CHEMICALS I $389.22万0.05%13,276 10,848446.8% $318.03万 加仓
SHY ISHARES TR $396.09万0.05%48,239 6,48515.5% $53.25万 加仓
AMGN AMGEN INC $396.14万0.05%10,939 3243.1% $11.73万 加仓
DEM WISDOMTREE TR $398.32万0.05%74,051 1,5432.1% $8.30万 加仓