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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $1,326.44万 | 0.18% | 117,270 | 1,684 | 1.5% | $19.05万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,324.63万 | 0.18% | 61,594 | -13,435 | -17.9% | -$288.93万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $1,286.49万 | 0.18% | 253,946 | -909,099 | -78.2% | -$4,605.49万 | 减仓 |
| BAC | BANK AMERICA CORP | $1,273.50万 | 0.17% | 261,230 | -13,616 | -5.0% | -$66.38万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $1,268.04万 | 0.17% | 245,066 | -82,581 | -25.2% | -$427.30万 | 减仓 |
| UNP | UNION PAC CORP | $1,267.65万 | 0.17% | 52,248 | -22 | -0.0% | -$5,338 | 减仓 |
| DIS | DISNEY WALT CO | $1,229.78万 | 0.17% | 127,597 | 39,447 | 44.7% | $380.19万 | 加仓 |
| EQIX | EQUINIX INC | $1,228.33万 | 0.17% | 12,531 | 106 | 0.9% | $10.39万 | 加仓 |
| MRK | MERCK & CO INC | $1,197.26万 | 0.16% | 99,531 | -4,159 | -4.0% | -$50.03万 | 减仓 |
| NFLX | NETFLIX INC. | $1,193.62万 | 0.16% | 124,141 | 32,647 | 35.7% | $313.90万 | 加仓 |
| NYF | ISHARES TR | $1,185.21万 | 0.16% | 223,119 | -48,836 | -18.0% | -$259.42万 | 减仓 |
| MCD | MCDONALDS CORP | $1,178.89万 | 0.16% | 37,932 | -1,460 | -3.7% | -$45.38万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,149.02万 | 0.16% | 16 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $1,134.89万 | 0.16% | 228,210 | -63,396 | -21.7% | -$315.27万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,111.43万 | 0.15% | 23,420 | 614 | 2.7% | $29.14万 | 加仓 |
| IWL | ISHARES TR | $1,065.91万 | 0.15% | 66,330 | -15,678 | -19.1% | -$251.94万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,032.22万 | 0.14% | 78,825 | 1,454 | 1.9% | $19.04万 | 加仓 |
| SBUX | STARBUCKS CORP | $996.24万 | 0.14% | 111,200 | 3,431 | 3.2% | $30.74万 | 加仓 |
| AMAT | APPLIED MATLS INC | $985.77万 | 0.14% | 28,841 | 3,198 | 12.5% | $109.31万 | 加仓 |
| PEP | PEPSICO INC | $962.25万 | 0.13% | 61,965 | 4,510 | 7.8% | $70.04万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $956.95万 | 0.13% | 46,958 | 815 | 1.8% | $16.61万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $950.81万 | 0.13% | 31,434 | -490 | -1.5% | -$14.82万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $939.47万 | 0.13% | 34,732 | 306 | 0.9% | $8.28万 | 加仓 |
| SPGI | S&P GLOBAL INC | $938.94万 | 0.13% | 22,075 | -1,159 | -5.0% | -$49.30万 | 减仓 |
| IBDR | ISHARES TR | $933.61万 | 0.13% | 385,152 | 242,571 | 170.1% | $587.99万 | 加仓 |
| WM | WASTE MGMT INC DEL | $927.83万 | 0.13% | 40,377 | 1,026 | 2.6% | $23.58万 | 加仓 |
| FDX | FEDEX CORP | $924.19万 | 0.13% | 25,947 | -140 | -0.5% | -$4.99万 | 减仓 |
| DE | DEERE & CO | $915.89万 | 0.13% | 16,259 | 922 | 6.0% | $51.94万 | 加仓 |
| ESGE | ISHARES INC | $902.38万 | 0.12% | 198,455 | 4,307 | 2.2% | $19.58万 | 加仓 |
| NUBD | NUSHARES ETF TR | $891.30万 | 0.12% | 401,307 | 107,937 | 36.8% | $239.73万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $883.26万 | 0.12% | 46,022 | 30,031 | 187.8% | $576.36万 | 加仓 |
| ORCL | ORACLE CORP | $873.77万 | 0.12% | 59,395 | -7,172 | -10.8% | -$105.51万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $859.06万 | 0.12% | 118,557 | -1,975 | -1.6% | -$14.31万 | 减仓 |
| DSI | ISHARES TR | $857.68万 | 0.12% | 70,771 | -7,446 | -9.5% | -$90.24万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $843.88万 | 0.12% | 229,565 | 23,209 | 11.2% | $85.32万 | 加仓 |
| KO | COCA COLA CO | $842.77万 | 0.12% | 110,818 | -70,336 | -38.8% | -$534.91万 | 减仓 |
| VO | VANGUARD INDEX FDS | $822.95万 | 0.11% | 28,656 | 4,636 | 19.3% | $133.14万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $814.25万 | 0.11% | 172,951 | -100 | -0.1% | -$4,708 | 减仓 |
| — | HONEYWELL INTL INC | $807.18万 | 0.11% | 95,166 | 2,189 | 2.4% | $18.57万 | 加仓 |
| IBDS | ISHARES TR | $802.34万 | 0.11% | 330,998 | 120,242 | 57.1% | $291.47万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $790.63万 | 0.11% | 185,159 | 2,105 | 1.1% | $8.99万 | 加仓 |
| IWM | ISHARES TR | $785.14万 | 0.11% | 31,659 | 2,570 | 8.8% | $63.74万 | 加仓 |
| AMRZ | AMRIZE LTD | $775.84万 | 0.11% | 138,494 | 4,289 | 3.2% | $24.03万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $755.30万 | 0.10% | 38,091 | -1,239 | -3.2% | -$24.57万 | 减仓 |
| XJH | ISHARES TR | $749.82万 | 0.10% | 165,268 | 9,856 | 6.3% | $44.72万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $747.30万 | 0.10% | 104,182 | -6,774 | -6.1% | -$48.59万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $743.45万 | 0.10% | 8,304 | 542 | 7.0% | $48.52万 | 加仓 |
| ADI | ANALOG DEVICES INC | $740.82万 | 0.10% | 23,286 | 3,408 | 17.1% | $108.42万 | 加仓 |
| SDY | SPDR SERIES TRUST | $736.30万 | 0.10% | 50,452 | -5,875 | -10.4% | -$85.74万 | 减仓 |
| C | CITIGROUP INC | $718.17万 | 0.10% | 63,325 | -1,209 | -1.9% | -$13.71万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $703.98万 | 0.10% | 164,790 | -13,286 | -7.5% | -$56.76万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $702.44万 | 0.10% | 56,181 | -65 | -0.1% | -$8,127 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $701.45万 | 0.10% | 143,476 | -6,024 | -4.0% | -$29.45万 | 减仓 |
| IQLT | ISHARES TR | $695.99万 | 0.10% | 150,550 | 70,057 | 87.0% | $323.87万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $695.96万 | 0.10% | 13,929 | -272 | -1.9% | -$13.59万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $678.18万 | 0.09% | 111,818 | -60 | -0.1% | -$3,639 | 减仓 |
| IBDT | ISHARES TR | $671.42万 | 0.09% | 265,068 | 45,210 | 20.6% | $114.52万 | 加仓 |
| SNDK | SANDISK CORP | $663.49万 | 0.09% | 10,443 | 144 | 1.4% | $9.15万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $659.95万 | 0.09% | 215,108 | -5,109 | -2.3% | -$15.67万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $654.89万 | 0.09% | 84,930 | 2,229 | 2.7% | $17.19万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $644.17万 | 0.09% | 22,813 | 1,401 | 6.5% | $39.56万 | 加仓 |
| PFE | PFIZER INC | $641.05万 | 0.09% | 228,295 | -6,508 | -2.8% | -$18.27万 | 减仓 |
| CSCO | CISCO SYS INC | $640.75万 | 0.09% | 82,581 | 1,546 | 1.9% | $12.00万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $636.16万 | 0.09% | 120,530 | 5,394 | 4.7% | $28.47万 | 加仓 |
| TJX | TJX COS INC NEW | $634.40万 | 0.09% | 39,724 | 3,303 | 9.1% | $52.75万 | 加仓 |
| GEV | GE VERNOVA INC | $627.66万 | 0.09% | 7,191 | -192 | -2.6% | -$16.76万 | 减仓 |
| IWD | ISHARES TR | $622.42万 | 0.09% | 29,130 | -27 | -0.1% | -$5,769 | 减仓 |
| CB | CHUBB LTD SWITZ | $618.95万 | 0.08% | 18,990 | 2,356 | 14.2% | $76.79万 | 加仓 |
| RTX | RTX CORPORATION | $608.05万 | 0.08% | 31,521 | -4,292 | -12.0% | -$82.79万 | 减仓 |
| MUB | ISHARES TR | $607.33万 | 0.08% | 57,214 | -98,877 | -63.3% | -$1,049.58万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $596.92万 | 0.08% | 29,005 | -2,797 | -8.8% | -$57.56万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $595.97万 | 0.08% | 60,579 | -2,498 | -4.0% | -$24.58万 | 减仓 |
| PSX | PHILLIPS 66 | $585.10万 | 0.08% | 32,117 | -696 | -2.1% | -$12.68万 | 减仓 |
| SUB | ISHARES TR | $581.67万 | 0.08% | 54,617 | -142,695 | -72.3% | -$1,519.71万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $577.86万 | 0.08% | 12,476 | -14,883 | -54.4% | -$689.34万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $577.56万 | 0.08% | 41,440 | 4,115 | 11.0% | $57.35万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $571.52万 | 0.08% | 38,590 | 1,429 | 3.8% | $21.16万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $570.03万 | 0.08% | 167,558 | 3,285 | 2.0% | $11.18万 | 加仓 |
| R | RYDER SYS INC | $564.94万 | 0.08% | 27,597 | 9 | 0.0% | $1,842 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $557.01万 | 0.08% | 122,098 | 77,818 | 175.7% | $355.01万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $553.05万 | 0.08% | 65,050 | -116 | -0.2% | -$9,862 | 减仓 |
| LIN | LINDE PLC | $546.52万 | 0.08% | 11,024 | 1,484 | 15.6% | $73.57万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $544.61万 | 0.07% | 132,540 | -10,305 | -7.2% | -$42.34万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $530.84万 | 0.07% | 18,199 | 22 | 0.1% | $6,417 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $529.88万 | 0.07% | 164,456 | 26,836 | 19.5% | $86.47万 | 加仓 |
| DGRO | ISHARES TR | $521.51万 | 0.07% | 74,310 | -2,443 | -3.2% | -$17.14万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $509.41万 | 0.07% | 70,998 | -1,370 | -1.9% | -$9.83万 | 减仓 |
| TOST | TOAST INC | $509.11万 | 0.07% | 192,043 | 89 | 0.0% | $2,359 | 加仓 |
| BA | BOEING CO | $507.64万 | 0.07% | 25,506 | 361 | 1.4% | $7.18万 | 加仓 |
| CSX | CSX CORP | $505.42万 | 0.07% | 123,124 | -4,278 | -3.4% | -$17.56万 | 减仓 |
| SCZ | ISHARES TR | $503.49万 | 0.07% | 64,194 | 2,136 | 3.4% | $16.75万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $491.00万 | 0.07% | 18,864 | -900 | -4.6% | -$23.43万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $486.14万 | 0.07% | 11,130 | -1,986 | -15.1% | -$86.74万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $477.12万 | 0.07% | 144,803 | 20,202 | 16.2% | $66.57万 | 加仓 |
| GE | GE AEROSPACE | $476.24万 | 0.07% | 16,782 | 195 | 1.2% | $5.53万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $475.99万 | 0.07% | 101,382 | 143 | 0.1% | $6,714 | 加仓 |
| COP | CONOCOPHILLIPS | $471.54万 | 0.06% | 35,722 | -3,621 | -9.2% | -$47.80万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $469.57万 | 0.06% | 23,083 | 809 | 3.6% | $16.46万 | 加仓 |
| LOW | LOWES COS INC | $464.31万 | 0.06% | 19,651 | -616 | -3.0% | -$14.55万 | 减仓 |
| EFAX | SPDR INDEX SHS FDS | $462.67万 | 0.06% | 92,969 | -9,504 | -9.3% | -$47.30万 | 减仓 |