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
MUNI PIMCO ETF TR $30.18万0.00%5,738 60.1% $316 加仓
— BERKSHIRE HATHAWAY INC DEL 看跌期权 $30.00万0.00%600 00.0% — 不变
ITA ISHARES TR $29.97万0.00%1,236 252.1% $6,061 加仓
EXC EXELON CORP $29.92万0.00%6,419 99518.3% $4.64万 加仓
AGNC AGNC INVT CORP $29.92万0.00%27,446 10,25559.7% $11.18万 加仓
STPZ PIMCO ETF TR $29.87万0.00%5,600 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $29.78万0.00%2,174 -239-9.9% -$3.27万 减仓
LB LANDBRIDGE COMPANY LLC $29.74万0.00%3,753 3,753— $29.74万 新建仓
PAAS PAN AMERN SILVER CORP $29.70万0.00%6,631 -205-3.0% -$9,182 减仓
DASH DOORDASH INC $29.70万0.00%1,609 -23-1.4% -$4,245 减仓
STT STATE STR CORP $29.60万0.00%1,745 1,745— $29.60万 新建仓
KIM KIMCO REALTY CORP $29.53万0.00%11,649 1,70217.1% $4.31万 加仓
COWZ PACER FDS TR $29.37万0.00%4,722 1653.6% $1.03万 加仓
— PROSHARES TR $29.27万0.00%4,000 4,000— $29.27万 新建仓
VRSN VERISIGN INC $29.23万0.00%1,162 27030.3% $6.79万 加仓
GSSC GOLDMAN SACHS ETF TR $29.14万0.00%3,193 00.0% — 不变
FLR FLUOR CORP $29.05万0.00%5,545 -110-1.9% -$5,763 减仓
LEN LENNAR CORP $28.97万0.00%3,201 3,201— $28.97万 新建仓
CLH CLEAN HARBORS INC $28.95万0.00%969 21027.7% $6.27万 加仓
PKX POSCO HOLDINGS INC $28.89万0.00%5,622 2,04257.0% $10.49万 加仓
FPE FIRST TR EXCH TRADED FD III $28.86万0.00%16,143 -19,118-54.2% -$34.18万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $28.84万0.00%3,080 3,080— $28.84万 新建仓
VIS VANGUARD WORLD FD $28.51万0.00%791 10.1% $360 加仓
RNR RENAISSANCERE HLDGS LTD $28.46万0.00%898 -16-1.8% -$5,070 减仓
J JACOBS SOLUTIONS INC $28.45万0.00%2,258 -102-4.3% -$1.29万 减仓
LYV LIVE NATION ENTERTAINMENT IN $28.28万0.00%1,544 332.2% $6,044 加仓
ZM ZOOM COMMUNICATIONS INC $28.11万0.00%3,257 66625.7% $5.75万 重新持有
CWBC COMMUNITY WEST BANCSHARES NE $27.92万0.00%10,396 10,396— $27.92万 新建仓
EWU ISHARES TR $27.86万0.00%6,037 50.1% $231 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $27.85万0.00%4,351 -226-4.9% -$1.45万 减仓
CSGP COSTAR GROUP INC $27.84万0.00%9,829 -1,654-14.4% -$4.68万 减仓
NOBL PROSHARES TR $27.79万0.00%4,949 3637.9% $2.04万 加仓
— NEBIUS GROUP N.V. 看跌期权 $27.62万0.00%1,000 1,000— $27.62万 新建仓
GBTC GRAYSCALE BITCOIN TRUST ETF $27.60万0.00%6,064 1482.5% $6,737 加仓
POOL POOL CORP $27.59万0.00%1,284 1,284— $27.59万 新建仓
FITB FIFTH THIRD BANCORP $27.35万0.00%4,852 49711.4% $2.80万 加仓
UHAL/B U HAUL HOLDING COMPANY $27.35万0.00%4,740 -1,192-20.1% -$6.88万 减仓
FENI FIDELITY COVINGTON TRUST $27.30万0.00%6,804 6029.7% $2.42万 加仓
VIK VIKING HOLDINGS LTD $27.19万0.00%2,598 2,598— $27.19万 新建仓
SHG SHINHAN FINANCIAL GROUP CO L $27.19万0.00%4,298 4,298— $27.19万 新建仓
JIRE J P MORGAN EXCHANGE TRADED F $27.18万0.00%3,295 -114-3.3% -$9,404 减仓
QHY WISDOMTREE TR $27.15万0.00%5,927 -1,655-21.8% -$7.58万 减仓
NNN NNN REIT INC $27.06万0.00%5,816 54610.4% $2.54万 加仓
EIX EDISON INTL $26.83万0.00%3,604 2627.8% $1.95万 加仓
DFAU DIMENSIONAL ETF TRUST $26.78万0.00%5,180 00.0% — 不变
CSL CARLISLE COS INC $26.77万0.00%738 40.5% $1,451 加仓
IBKR INTERACTIVE BROKERS GROUP IN $26.71万0.00%3,069 3,069— $26.71万 新建仓
KHC KRAFT HEINZ CO $26.68万0.00%11,296 11,296— $26.68万 新建仓
FNB F N B CORP $26.66万0.00%13,970 1,0177.9% $1.94万 加仓
— WISDOMTREE TR $26.64万0.00%6,047 -849-12.3% -$3.74万 减仓
ENVX ENOVIX CORPORATION $26.51万0.00%43,673 43,673— $26.51万 新建仓
FOXA FOX CORP $26.29万0.00%5,040 3166.7% $1.65万 加仓
ON ON SEMICONDUCTOR CORP $26.25万0.00%2,777 2,777— $26.25万 新建仓
VAW VANGUARD WORLD FD $26.23万0.00%1,146 10.1% $229 加仓
CHT CHUNGHWA TELECOM CO LTD $26.13万0.00%5,903 5,903— $26.13万 新建仓
DOV DOVER CORP $26.10万0.00%1,164 -34-2.8% -$7,622 减仓
JEPI J P MORGAN EXCHANGE TRADED F $26.09万0.00%4,619 73719.0% $4.16万 重新持有
FBIN FORTUNE BRANDS INNOVATIONS I $26.07万0.00%4,748 -199-4.0% -$1.09万 重新持有
DDOG DATADOG INC $25.98万0.00%998 998— $25.98万 新建仓
PFG PRINCIPAL FINANCIAL GROUP IN $25.95万0.00%2,408 662.8% $7,114 加仓
VTIP VANGUARD MALVERN FDS $25.92万0.00%5,160 180.4% $904 加仓
IEV ISHARES TR $25.78万0.00%3,538 611.8% $4,444 加仓
COLB COLUMBIA BKG SYS INC $25.77万0.00%8,039 8,039— $25.77万 新建仓
EMN EASTMAN CHEM CO $25.76万0.00%3,846 -7-0.2% -$469 减仓
AEE AMEREN CORP $25.74万0.00%2,277 29514.9% $3.33万 加仓
CIEN CIENA CORP $25.72万0.00%524 524— $25.72万 新建仓
TOL TOLL BROTHERS INC $25.71万0.00%1,561 -203-11.5% -$3.34万 减仓
IGF ISHARES TR $25.70万0.00%3,859 371.0% $2,465 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $25.64万0.00%943 943— $25.64万 新建仓
FCNCA FIRST CTZNS BANCSHARES INC D $25.61万0.00%123 123— $25.61万 新建仓
TNA DIREXION SHARES ETF TRUST $25.54万0.00%3,400 3,400— $25.54万 新建仓
— INNOVATOR ETFS TRUST $25.39万0.00%8,118 00.0% — 不变
DTM DT MIDSTREAM INC $25.37万0.00%1,729 1,729— $25.37万 新建仓
REMX VANECK ETF TRUST $25.23万0.00%2,851 51221.9% $4.53万 加仓
TM TOYOTA MOTOR CORP $25.20万0.00%1,496 -78-5.0% -$1.31万 减仓
TXT TEXTRON INC $25.18万0.00%2,745 1515.8% $1.39万 加仓
UL UNILEVER PLC $25.16万0.00%4,186 4,186— $25.16万 新建仓
WBI WATERBRIDGE INFRASTRUCTURE L $24.95万0.00%7,279 7,279— $24.95万 新建仓
EZU ISHARES INC $24.73万0.00%3,558 3,558— $24.73万 新建仓
AXSM AXSOME THERAPEUTICS INC. $24.72万0.00%1,010 -500-33.1% -$12.24万 减仓
XLU SELECT SECTOR SPDR TR $24.68万0.00%5,444 -1,388-20.3% -$6.29万 减仓
SPHR SPHERE ENTERTAINMENT CO $24.59万0.00%1,421 1,421— $24.59万 新建仓
JNK SPDR SERIES TRUST $24.59万0.00%2,551 29613.1% $2.85万 加仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $24.55万0.00%9,796 9,796— $24.55万 新建仓
ICLN ISHARES TR $24.54万0.00%11,976 11,976— $24.54万 新建仓
EGP EASTGROUP PPTYS INC $24.53万0.00%1,211 1,211— $24.53万 新建仓
TMDX TRANSMEDICS GROUP INC $24.40万0.00%3,674 3,674— $24.40万 新建仓
VCR VANGUARD WORLD FD $24.24万0.00%611 00.0% — 不变
VTRS VIATRIS INC $24.10万0.00%15,175 9866.9% $1.57万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $23.96万0.00%2,659 -25-0.9% -$2,253 减仓
IBMP ISHARES TR $23.70万0.00%9,322 9,322— $23.70万 新建仓
BUD ANHEUSER BUSCH INBEV SA NV $23.70万0.00%2,876 2,876— $23.70万 新建仓
LNT ALLIANT ENERGY CORP $23.62万0.00%3,096 3,096— $23.62万 新建仓
SNPS SYNOPSYS INC $23.60万0.00%529 -682-56.3% -$30.43万 减仓
CNO CNO FINL GROUP INC $23.57万0.00%4,624 4,624— $23.57万 新建仓
FLEX FLEX LTD $23.50万0.00%1,450 1,450— $23.50万 新建仓
IAGG ISHARES TR $23.45万0.00%4,633 -100-2.1% -$5,060 减仓
OKE ONEOK INC NEW $23.38万0.00%2,690 2,690— $23.38万 新建仓
HYMB SPDR SERIES TRUST $23.36万0.00%9,184 -1,507-14.1% -$3.83万 减仓
HAFN HAFNIA LTD $23.24万0.00%35,000 35,000— $23.24万 新建仓