Composition Wealth, LLC
LOS ANGELES CA · SEC CIK 0001585859
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PAPR | INNOVATOR ETFS TRUST | $1,617.14万 | 0.19% | 383,208 | -32,553 | -7.8% | -$137.37万 | 减仓 |
| IVW | ISHARES TR | $1,613.15万 | 0.19% | 117,294 | 24 | 0.0% | $3,301 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,551.87万 | 0.18% | 117,352 | -3,439 | -2.8% | -$45.48万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,547.62万 | 0.18% | 306,036 | 10,320 | 3.5% | $52.19万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,520.79万 | 0.18% | 26,180 | 3,097 | 13.4% | $179.90万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,476.73万 | 0.17% | 259,167 | -2,063 | -0.8% | -$11.75万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,476.21万 | 0.17% | 277,535 | -67,110 | -19.5% | -$356.96万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $1,451.80万 | 0.17% | 437,156 | -62,576 | -12.5% | -$207.81万 | 减仓 |
| UNP | UNION PAC CORP | $1,426.13万 | 0.17% | 52,431 | 183 | 0.4% | $4.98万 | 加仓 |
| CSCO | CISCO SYS INC | $1,357.69万 | 0.16% | 115,587 | 33,006 | 40.0% | $387.69万 | 加仓 |
| IEMG | ISHARES INC | $1,344.43万 | 0.16% | 162,292 | -57,031 | -26.0% | -$472.45万 | 减仓 |
| EQIX | EQUINIX INC | $1,316.85万 | 0.15% | 12,633 | 102 | 0.8% | $10.63万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $1,290.83万 | 0.15% | 251,295 | -2,651 | -1.0% | -$13.62万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,282.75万 | 0.15% | 11,113 | 797 | 7.7% | $92.00万 | 加仓 |
| MRK | MERCK & CO INC | $1,282.62万 | 0.15% | 99,815 | 284 | 0.3% | $3.65万 | 加仓 |
| NYF | ISHARES TR | $1,260.91万 | 0.15% | 233,913 | 10,794 | 4.8% | $58.19万 | 加仓 |
| — | EXXON MOBIL CORP | $1,258.64万 | 0.15% | 92,060 | 8,599 | 10.3% | $117.57万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $1,258.35万 | 0.15% | 241,479 | -3,587 | -1.5% | -$18.69万 | 减仓 |
| DIS | DISNEY WALT CO | $1,250.20万 | 0.15% | 129,890 | 2,293 | 1.8% | $22.07万 | 加仓 |
| PEP | PEPSICO INC | $1,246.37万 | 0.15% | 92,051 | 30,086 | 48.6% | $407.36万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $1,231.51万 | 0.14% | 244,638 | 16,428 | 7.2% | $82.70万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,215.18万 | 0.14% | 118,914 | 7,714 | 6.9% | $78.83万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,198.16万 | 0.14% | 16 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,194.82万 | 0.14% | 81,776 | 2,951 | 3.7% | $43.12万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,114.14万 | 0.13% | 115,911 | -2,646 | -2.2% | -$25.43万 | 减仓 |
| IWL | ISHARES TR | $1,111.86万 | 0.13% | 60,117 | -6,213 | -9.4% | -$114.91万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,077.36万 | 0.13% | 20,624 | 8,148 | 65.3% | $425.64万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,077.23万 | 0.13% | 133,701 | 19,077 | 16.6% | $153.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,052.99万 | 0.12% | 252,333 | 22,768 | 9.9% | $95.01万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,037.14万 | 0.12% | 30,662 | -772 | -2.5% | -$26.11万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,026.27万 | 0.12% | 23,450 | 30 | 0.1% | $1.31万 | 加仓 |
| ESGE | ISHARES INC | $1,020.98万 | 0.12% | 186,685 | -11,770 | -5.9% | -$64.37万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,012.09万 | 0.12% | 46,170 | -788 | -1.7% | -$17.27万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $998.24万 | 0.12% | 192,339 | 7,180 | 3.9% | $37.26万 | 加仓 |
| IWM | ISHARES TR | $997.38万 | 0.12% | 33,196 | 1,537 | 4.9% | $46.18万 | 加仓 |
| MCD | MCDONALDS CORP | $992.58万 | 0.12% | 36,720 | -1,212 | -3.2% | -$32.76万 | 减仓 |
| ADI | ANALOG DEVICES INC | $982.53万 | 0.12% | 24,738 | 1,452 | 6.2% | $57.67万 | 加仓 |
| WM | WASTE MGMT INC DEL | $959.84万 | 0.11% | 43,065 | 2,688 | 6.7% | $59.91万 | 加仓 |
| IBDR | ISHARES TR | $950.77万 | 0.11% | 392,395 | 7,243 | 1.9% | $17.55万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $946.96万 | 0.11% | 27,769 | 3,559 | 14.7% | $121.37万 | 加仓 |
| NUBD | NUSHARES ETF TR | $943.18万 | 0.11% | 426,103 | 24,796 | 6.2% | $54.89万 | 加仓 |
| DE | DEERE & CO | $912.68万 | 0.11% | 14,388 | -1,871 | -11.5% | -$118.68万 | 减仓 |
| DSI | ISHARES TR | $898.40万 | 0.11% | 63,094 | -7,677 | -10.8% | -$109.31万 | 减仓 |
| KO | COCA COLA CO | $891.92万 | 0.10% | 109,747 | -1,071 | -1.0% | -$8.70万 | 减仓 |
| SPGI | S&P GLOBAL INC | $889.31万 | 0.10% | 21,836 | -239 | -1.1% | -$9.73万 | 减仓 |
| ORCL | ORACLE CORP | $876.05万 | 0.10% | 59,778 | 383 | 0.6% | $5.61万 | 加仓 |
| NFLX | NETFLIX INC. | $875.54万 | 0.10% | 122,625 | -1,516 | -1.2% | -$10.82万 | 减仓 |
| C | CITIGROUP INC | $874.40万 | 0.10% | 62,475 | -850 | -1.3% | -$11.90万 | 减仓 |
| GEV | GE VERNOVA INC | $866.51万 | 0.10% | 7,375 | 184 | 2.6% | $21.62万 | 加仓 |
| XJH | ISHARES TR | $860.91万 | 0.10% | 165,083 | -185 | -0.1% | -$9,648 | 减仓 |
| VSGX | VANGUARD WORLD FD | $860.35万 | 0.10% | 104,488 | 306 | 0.3% | $2.52万 | 加仓 |
| IBDS | ISHARES TR | $851.53万 | 0.10% | 351,582 | 20,584 | 6.2% | $49.85万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $846.56万 | 0.10% | 24,183 | 1,370 | 6.0% | $47.96万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $830.74万 | 0.10% | 8,493 | 189 | 2.3% | $18.49万 | 加仓 |
| FDX | FEDEX CORP | $823.63万 | 0.10% | 26,303 | 356 | 1.4% | $11.15万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $820.73万 | 0.10% | 56,099 | -82 | -0.1% | -$1.20万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $798.98万 | 0.09% | 170,213 | -2,738 | -1.6% | -$12.85万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $792.89万 | 0.09% | 37,265 | -8,757 | -19.0% | -$186.32万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $771.33万 | 0.09% | 90,225 | 5,295 | 6.2% | $45.27万 | 加仓 |
| IBDT | ISHARES TR | $758.01万 | 0.09% | 300,201 | 35,133 | 13.3% | $88.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $755.05万 | 0.09% | 238,112 | 23,004 | 10.7% | $72.95万 | 加仓 |
| IWD | ISHARES TR | $752.42万 | 0.09% | 31,037 | 1,907 | 6.5% | $46.23万 | 加仓 |
| SDY | SPDR SERIES TRUST | $752.08万 | 0.09% | 49,420 | -1,032 | -2.0% | -$15.71万 | 减仓 |
| COHR | COHERENT CORP | $751.26万 | 0.09% | 19,045 | 1,558 | 8.9% | $61.46万 | 加仓 |
| AMRZ | AMRIZE LTD | $750.96万 | 0.09% | 140,893 | 2,399 | 1.7% | $12.79万 | 加仓 |
| INTC | INTEL CORP | $749.52万 | 0.09% | 53,679 | -1,019 | -1.9% | -$14.23万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $741.17万 | 0.09% | 158,946 | 26,406 | 19.9% | $123.13万 | 加仓 |
| CB | CHUBB LIMITED | $731.52万 | 0.09% | 21,468 | 2,478 | 13.0% | $84.44万 | 加仓 |
| R | RYDER SYS INC | $729.80万 | 0.09% | 27,668 | 71 | 0.3% | $1.87万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $726.05万 | 0.09% | 159,083 | -5,707 | -3.5% | -$26.05万 | 减仓 |
| IWB | ISHARES TR | $698.78万 | 0.08% | 17,064 | 7,722 | 82.7% | $316.22万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $682.00万 | 0.08% | 151,186 | 140,720 | 1,344.5% | $634.79万 | 加仓 |
| ETN | EATON CORP PLC | $681.91万 | 0.08% | 16,003 | 6,531 | 69.0% | $278.29万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $681.08万 | 0.08% | 13,261 | -668 | -4.8% | -$34.31万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $677.93万 | 0.08% | 42,899 | 4,309 | 11.2% | $68.10万 | 加仓 |
| GLW | CORNING INC | $662.59万 | 0.08% | 25,940 | -707 | -2.7% | -$18.06万 | 减仓 |
| TJX | TJX COS INC NEW | $655.87万 | 0.08% | 43,292 | 3,568 | 9.0% | $54.05万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $654.79万 | 0.08% | 60,911 | 332 | 0.5% | $3.57万 | 加仓 |
| MUB | ISHARES TR | $653.13万 | 0.08% | 60,688 | 3,474 | 6.1% | $37.39万 | 加仓 |
| IQLT | ISHARES TR | $648.36万 | 0.08% | 130,849 | -19,701 | -13.1% | -$97.62万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $642.81万 | 0.08% | 111,561 | -257 | -0.2% | -$1.48万 | 减仓 |
| GE | GE AEROSPACE | $637.77万 | 0.07% | 17,065 | 283 | 1.7% | $10.58万 | 加仓 |
| RTX | RTX CORPORATION | $629.63万 | 0.07% | 33,186 | 1,665 | 5.3% | $31.59万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $626.06万 | 0.07% | 72,679 | 5,899 | 8.8% | $50.81万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $622.38万 | 0.07% | 14,425 | 213 | 1.5% | $9.19万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $618.79万 | 0.07% | 65,040 | -10 | -0.0% | -$951 | 减仓 |
| LIN | LINDE PLC | $611.14万 | 0.07% | 11,777 | 753 | 6.8% | $39.07万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $605.75万 | 0.07% | 18,349 | 150 | 0.8% | $4.95万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $602.22万 | 0.07% | 176,476 | 12,020 | 7.3% | $41.02万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $601.93万 | 0.07% | 111,428 | -9,102 | -7.6% | -$49.17万 | 减仓 |
| SOXX | ISHARES TR | $589.30万 | 0.07% | 9,197 | -1,919 | -17.3% | -$122.96万 | 减仓 |
| CSX | CSX CORP | $583.74万 | 0.07% | 122,816 | -308 | -0.3% | -$1.46万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $573.96万 | 0.07% | 45,430 | 3,990 | 9.6% | $50.41万 | 加仓 |
| PFE | PFIZER INC | $561.98万 | 0.07% | 233,380 | 5,085 | 2.2% | $12.24万 | 加仓 |
| BA | BOEING CO | $560.59万 | 0.07% | 25,897 | 391 | 1.5% | $8.46万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $554.15万 | 0.06% | 69,783 | -1,215 | -1.7% | -$9.65万 | 减仓 |
| DGRO | ISHARES TR | $546.51万 | 0.06% | 72,108 | -2,202 | -3.0% | -$16.69万 | 减仓 |
| TOST | TOAST INC | $539.13万 | 0.06% | 193,794 | 1,751 | 0.9% | $4.87万 | 加仓 |
| PSX | PHILLIPS 66 | $534.06万 | 0.06% | 31,592 | -525 | -1.6% | -$8.88万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $528.08万 | 0.06% | 11,058 | 2,884 | 35.3% | $137.73万 | 加仓 |