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 |
|---|---|---|---|---|---|---|---|---|
| CI | THE CIGNA GROUP | $460.62万 | 0.06% | 17,268 | 39 | 0.2% | $1.04万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $436.60万 | 0.06% | 60,698 | -724 | -1.2% | -$5.21万 | 减仓 |
| DVY | ISHARES TR | $434.98万 | 0.06% | 28,729 | -778 | -2.6% | -$11.78万 | 减仓 |
| SYY | SYSCO CORP | $429.83万 | 0.06% | 60,259 | -5,613 | -8.5% | -$40.04万 | 减仓 |
| SUSC | ISHARES TR | $426.58万 | 0.06% | 184,364 | 5,821 | 3.3% | $13.47万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $426.16万 | 0.06% | 92,709 | -16,153 | -14.8% | -$74.25万 | 减仓 |
| NOW | SERVICENOW INC | $425.13万 | 0.06% | 40,663 | 13,542 | 49.9% | $141.58万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $425.02万 | 0.06% | 9,518 | -316 | -3.2% | -$14.11万 | 减仓 |
| PLD | PROLOGIS INC. | $420.23万 | 0.06% | 31,792 | 8,704 | 37.7% | $115.05万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $420.22万 | 0.06% | 117,677 | -92,861 | -44.1% | -$331.61万 | 减仓 |
| TLT | ISHARES TR | $418.33万 | 0.06% | 48,256 | 48,256 | — | $418.33万 | 新建仓 |
| COHR | COHERENT CORP | $416.56万 | 0.06% | 17,487 | 1,014 | 6.2% | $24.15万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $415.45万 | 0.06% | 44,206 | -1,927 | -4.2% | -$18.11万 | 减仓 |
| VLUE | ISHARES TR | $408.43万 | 0.06% | 28,724 | 27,238 | 1,833.0% | $387.30万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $407.20万 | 0.06% | 80,746 | 53,656 | 198.1% | $270.59万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $399.13万 | 0.05% | 84,866 | -2,602 | -3.0% | -$12.24万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $394.86万 | 0.05% | 35,439 | 14,452 | 68.9% | $161.02万 | 加仓 |
| YUM | YUM BRANDS INC | $391.95万 | 0.05% | 25,209 | 862 | 3.5% | $13.40万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $388.44万 | 0.05% | 19,668 | -2,101 | -9.7% | -$41.49万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $388.13万 | 0.05% | 24,210 | 1,401 | 6.1% | $22.46万 | 加仓 |
| WAB | WABTEC | $386.90万 | 0.05% | 15,482 | -6 | -0.0% | -$1,499 | 减仓 |
| EEM | ISHARES TR | $384.37万 | 0.05% | 67,683 | -8,430 | -11.1% | -$47.87万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $382.11万 | 0.05% | 18,686 | 2 | 0.0% | $409 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $378.36万 | 0.05% | 4,897 | 1,155 | 30.9% | $89.24万 | 加仓 |
| AMGN | AMGEN INC | $373.48万 | 0.05% | 10,615 | 154 | 1.5% | $5.42万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $371.62万 | 0.05% | 44,908 | -6,052 | -11.9% | -$50.08万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $370.42万 | 0.05% | 77,365 | -36,764 | -32.2% | -$176.03万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $367.39万 | 0.05% | 102,680 | 3,983 | 4.0% | $14.25万 | 加仓 |
| BOND | PIMCO ETF TR | $365.42万 | 0.05% | 39,599 | -4,213 | -9.6% | -$38.88万 | 减仓 |
| SOXX | ISHARES TR | $365.35万 | 0.05% | 11,116 | -1,414 | -11.3% | -$46.47万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $362.88万 | 0.05% | 117,208 | 4,062 | 3.6% | $12.58万 | 加仓 |
| GLW | CORNING INC | $362.32万 | 0.05% | 26,647 | 248 | 0.9% | $3.37万 | 加仓 |
| DEM | WISDOMTREE TR | $360.29万 | 0.05% | 72,508 | -78,339 | -51.9% | -$389.27万 | 减仓 |
| PYLD | PIMCO ETF TR | $358.27万 | 0.05% | 136,746 | -104,527 | -43.3% | -$273.86万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $358.06万 | 0.05% | 30,556 | -3,117 | -9.3% | -$36.53万 | 减仓 |
| EMR | EMERSON ELEC CO | $351.45万 | 0.05% | 26,824 | 412 | 1.6% | $5.40万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $348.52万 | 0.05% | 10,316 | 3,687 | 55.6% | $124.56万 | 加仓 |
| MS | MORGAN STANLEY | $348.51万 | 0.05% | 21,177 | 1,508 | 7.7% | $24.82万 | 加仓 |
| SHY | ISHARES TR | $344.76万 | 0.05% | 41,754 | 9,822 | 30.8% | $81.10万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $344.66万 | 0.05% | 14,242 | -125 | -0.9% | -$3.02万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $341.59万 | 0.05% | 37,004 | 4,529 | 13.9% | $41.81万 | 加仓 |
| ETN | EATON CORP PLC | $338.77万 | 0.05% | 9,472 | -510 | -5.1% | -$18.24万 | 减仓 |
| IWB | ISHARES TR | $333.09万 | 0.05% | 9,342 | 6,867 | 277.5% | $244.84万 | 加仓 |
| IBDU | ISHARES TR | $330.91万 | 0.05% | 142,265 | 47,032 | 49.4% | $109.40万 | 加仓 |
| BX | BLACKSTONE INC | $323.67万 | 0.04% | 28,148 | -4,386 | -13.5% | -$50.43万 | 减仓 |
| IAU | ISHARES GOLD TR | $318.61万 | 0.04% | 36,140 | 6,628 | 22.5% | $58.43万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $317.89万 | 0.04% | 21,732 | -292 | -1.3% | -$4.27万 | 减仓 |
| MCO | MOODYS CORP | $311.05万 | 0.04% | 7,130 | 202 | 2.9% | $8.81万 | 加仓 |
| WFC | WELLS FARGO & CO | $311.01万 | 0.04% | 39,067 | -1,981 | -4.8% | -$15.77万 | 减仓 |
| QLD | PROSHARES TR | $310.06万 | 0.04% | 50,829 | -3,765 | -6.9% | -$22.97万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $309.74万 | 0.04% | 14,819 | 3 | 0.0% | $627 | 加仓 |
| VOE | VANGUARD INDEX FDS | $308.95万 | 0.04% | 16,765 | 95 | 0.6% | $1.75万 | 加仓 |
| CRM | SALESFORCE INC | $307.13万 | 0.04% | 16,453 | 1,542 | 10.3% | $28.78万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $304.06万 | 0.04% | 41,795 | -34 | -0.1% | -$2,473 | 减仓 |
| ESML | ISHARES TR | $302.19万 | 0.04% | 64,267 | -5,625 | -8.0% | -$26.45万 | 减仓 |
| VGT | VANGUARD WORLD FD | $289.11万 | 0.04% | 4,144 | -143 | -3.3% | -$9.98万 | 减仓 |
| SHYG | ISHARES TR | $286.55万 | 0.04% | 67,727 | -10,159 | -13.0% | -$42.98万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $285.70万 | 0.04% | 8,735 | 1,233 | 16.4% | $40.33万 | 加仓 |
| GOVT | ISHARES TR | $284.79万 | 0.04% | 124,309 | 17,295 | 16.2% | $39.62万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $284.79万 | 0.04% | 5,794 | -109 | -1.8% | -$5.36万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $283.98万 | 0.04% | 10,170 | -490 | -4.6% | -$13.68万 | 减仓 |
| ECL | ECOLAB INC | $281.29万 | 0.04% | 10,574 | 1,318 | 14.2% | $35.06万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $278.89万 | 0.04% | 6,692 | -145 | -2.1% | -$6.04万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $277.44万 | 0.04% | 12,771 | -532 | -4.0% | -$11.56万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $276.55万 | 0.04% | 31,178 | 13,445 | 75.8% | $119.26万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $276.25万 | 0.04% | 8,174 | 2,426 | 42.2% | $81.99万 | 加仓 |
| EBAY | EBAY INC. | $273.33万 | 0.04% | 30,030 | 607 | 2.1% | $5.52万 | 加仓 |
| IUSV | ISHARES TR | $271.60万 | 0.04% | 26,562 | -347 | -1.3% | -$3.55万 | 减仓 |
| SUSA | ISHARES TR | $267.41万 | 0.04% | 20,243 | 502 | 2.5% | $6.63万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $266.41万 | 0.04% | 14,283 | -115 | -0.8% | -$2.15万 | 减仓 |
| — | INVESCO QQQ TR 看跌期权 | $265.50万 | 0.04% | 4,600 | 3,800 | 475.0% | $219.33万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $265.23万 | 0.04% | 8,252 | -204 | -2.4% | -$6.56万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $264.99万 | 0.04% | 28,530 | -510 | -1.8% | -$4.74万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $264.30万 | 0.04% | 35,193 | 3,361 | 10.6% | $25.24万 | 加仓 |
| INTU | INTUIT | $264.01万 | 0.04% | 6,106 | -2,240 | -26.8% | -$96.85万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $260.33万 | 0.04% | 43,074 | -887 | -2.0% | -$5.36万 | 减仓 |
| TIP | ISHARES TR | $256.39万 | 0.04% | 23,233 | -2,126 | -8.4% | -$23.46万 | 减仓 |
| RAAX | VANECK ETF TRUST | $254.62万 | 0.03% | 62,546 | -17,658 | -22.0% | -$71.89万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $254.20万 | 0.03% | 24,933 | -76 | -0.3% | -$7,748 | 减仓 |
| LNG | CHENIERE ENERGY INC | $249.11万 | 0.03% | 8,779 | -139 | -1.6% | -$3.94万 | 减仓 |
| — | VALERO ENERGY CORP 看涨期权 | $247.08万 | 0.03% | 10,000 | 10,000 | — | $247.08万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $246.60万 | 0.03% | 49,123 | -119,501 | -70.9% | -$599.90万 | 减仓 |
| INTC | INTEL CORP | $241.38万 | 0.03% | 54,698 | 1,937 | 3.7% | $8.55万 | 加仓 |
| SMTC | SEMTECH CORP | $237.50万 | 0.03% | 30,888 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $234.70万 | 0.03% | 8,446 | 848 | 11.2% | $23.56万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $234.46万 | 0.03% | 22,837 | -3,079 | -11.9% | -$31.61万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $233.26万 | 0.03% | 14,212 | 24 | 0.2% | $3,939 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $232.38万 | 0.03% | 13,398 | -491 | -3.5% | -$8.52万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $231.48万 | 0.03% | 104,884 | -29,580 | -22.0% | -$65.28万 | 减仓 |
| RDNT | RADNET INC | $227.51万 | 0.03% | 40,706 | 35,703 | 713.6% | $199.54万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $226.67万 | 0.03% | 8,377 | -276 | -3.2% | -$7.47万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $219.14万 | 0.03% | 27,719 | 5,039 | 22.2% | $39.84万 | 加仓 |
| CME | CME GROUP INC | $219.03万 | 0.03% | 7,416 | 210 | 2.9% | $6.20万 | 加仓 |
| ROST | ROSS STORES INC | $214.83万 | 0.03% | 9,917 | 85 | 0.9% | $1.84万 | 加仓 |
| SO | SOUTHERN CO | $211.22万 | 0.03% | 21,884 | 2,255 | 11.5% | $21.76万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $210.52万 | 0.03% | 500 | -1 | -0.2% | -$4,210 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $209.44万 | 0.03% | 33,377 | 3,670 | 12.4% | $23.03万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $208.83万 | 0.03% | 26,344 | -26,237 | -49.9% | -$207.98万 | 减仓 |
| IXG | ISHARES TR | $208.31万 | 0.03% | 18,273 | 18,273 | — | $208.31万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $206.82万 | 0.03% | 42,268 | -4,039 | -8.7% | -$19.76万 | 减仓 |