Compound Planning, Inc.
NEW YORK NY · SEC CIK 0001978879
$38.39亿2026Q2 申报市值
1,260持仓数
22.0%前十大占比 · 第一大 3.8%
116 / 83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
ABBV 加仓+$2,041.76万
AVGO 加仓+$1,303.77万
MINT 加仓+$1,220.38万
AAPL 加仓+$1,004.17万
IVV 加仓+$976.85万
2026Q2 卖出最多 按季末市值估算
FLOT 减仓-$559.65万
INTC 减仓-$527.50万
AGG 减仓-$500.45万
USFR 减仓-$462.40万
TRIO TECH INTL 减仓-$353.09万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.46亿 | 3.79% | 503,054 | 34,703 | 7.4% | $1,004.17万 | 加仓 |
| IVV | ISHARES TR | $1.18亿 | 3.07% | 157,511 | 13,044 | 9.0% | $976.85万 | 加仓 |
| INTF | ISHARES TR | $8,248.01万 | 2.15% | 2,013,674 | 77,412 | 4.0% | $317.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,082.77万 | 2.11% | 1,134,424 | 45,403 | 4.2% | $323.50万 | 加仓 |
| GOOG | ALPHABET INC | $7,925.35万 | 2.06% | 224,304 | 4,518 | 2.1% | $159.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7,386.73万 | 1.92% | 369,170 | 22,683 | 6.5% | $453.86万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $7,086.12万 | 1.85% | 2,094,006 | 69,142 | 3.4% | $233.98万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $7,001.79万 | 1.82% | 2,011,430 | 36,988 | 1.9% | $128.76万 | 加仓 |
| AVGO | BROADCOM INC | $6,337.72万 | 1.65% | 167,775 | 34,514 | 25.9% | $1,303.77万 | 加仓 |
| LRGF | ISHARES TR | $5,907.09万 | 1.54% | 781,052 | 2,996 | 0.4% | $22.66万 | 加仓 |
| GOOGL | ALPHABET INC | $5,773.90万 | 1.50% | 161,566 | 4,656 | 3.0% | $166.39万 | 加仓 |
| AMZN | AMAZON COM INC | $5,256.72万 | 1.37% | 220,556 | 2,458 | 1.1% | $58.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,038.62万 | 1.31% | 135,077 | 19,076 | 16.4% | $711.57万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $4,813.65万 | 1.25% | 480,021 | 1,557 | 0.3% | $15.61万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $4,708.84万 | 1.23% | 641,444 | -30,074 | -4.5% | -$220.77万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,692.31万 | 1.22% | 544,731 | 16,071 | 3.0% | $138.44万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,488.73万 | 1.17% | 752,006 | 8,998 | 1.2% | $53.71万 | 加仓 |
| VB | VANGUARD INDEX FDS | $4,169.06万 | 1.09% | 137,539 | 402 | 0.3% | $12.19万 | 加仓 |
| META | META PLATFORMS INC | $3,889.14万 | 1.01% | 69,044 | -13 | -0.0% | -$7,323 | 减仓 |
| NFLT | ETFIS SER TR I | $3,757.96万 | 0.98% | 1,637,454 | 162,232 | 11.0% | $372.32万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,620.12万 | 0.94% | 166,114 | 12,999 | 8.5% | $283.29万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $3,580.76万 | 0.93% | 244,939 | -2,028 | -0.8% | -$29.65万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,413.70万 | 0.89% | 353,788 | -14,520 | -3.9% | -$140.10万 | 减仓 |
| IUSB | ISHARES TR | $3,326.69万 | 0.87% | 720,843 | 87,391 | 13.8% | $403.31万 | 加仓 |
| IYW | ISHARES TR | $3,247.27万 | 0.85% | 128,742 | -10,141 | -7.3% | -$255.79万 | 减仓 |
| ABBV | ABBVIE INC | $3,138.88万 | 0.82% | 124,737 | 81,138 | 186.1% | $2,041.76万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,065.07万 | 0.80% | 61,254 | -975 | -1.6% | -$48.79万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $3,041.29万 | 0.79% | 581,064 | 97,548 | 20.2% | $510.57万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,868.10万 | 0.75% | 77,507 | 565 | 0.7% | $20.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,525.13万 | 0.66% | 77,143 | 1,312 | 1.7% | $42.95万 | 加仓 |
| AGG | ISHARES TR | $2,460.15万 | 0.64% | 248,550 | -50,561 | -16.9% | -$500.45万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $2,418.95万 | 0.63% | 852,343 | 78,312 | 10.1% | $222.25万 | 加仓 |
| IEFA | ISHARES TR | $2,410.82万 | 0.63% | 249,619 | 2,492 | 1.0% | $24.07万 | 加仓 |
| IFRA | ISHARES TR | $2,377.94万 | 0.62% | 377,211 | 45,405 | 13.7% | $286.23万 | 加仓 |
| IWF | ISHARES TR | $2,203.62万 | 0.57% | 177,468 | 24,516 | 16.0% | $304.41万 | 加仓 |
| MINT | PIMCO ETF TR | $2,163.83万 | 0.56% | 214,644 | 121,057 | 129.4% | $1,220.38万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,147.19万 | 0.56% | 18,602 | 3,803 | 25.7% | $438.97万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,137.32万 | 0.56% | 44,754 | 942 | 2.2% | $44.99万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,129.84万 | 0.55% | 28,922 | -932 | -3.1% | -$68.63万 | 减仓 |
| CAT | CATERPILLAR INC | $2,010.45万 | 0.52% | 18,879 | 837 | 4.6% | $89.13万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,943.11万 | 0.51% | 26,020 | -552 | -2.1% | -$41.22万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,941.80万 | 0.51% | 670,509 | 12,191 | 1.9% | $35.31万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,928.84万 | 0.50% | 28,084 | -5 | -0.0% | -$3,434 | 减仓 |
| — | THOR FINL TECHNOLOGIES TR | $1,923.21万 | 0.50% | 576,834 | 46,479 | 8.8% | $154.96万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,884.90万 | 0.49% | 680,467 | -1,298 | -0.2% | -$3.60万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,794.84万 | 0.47% | 354,852 | 43,088 | 13.8% | $217.94万 | 加仓 |
| TSLA | TESLA INC | $1,776.73万 | 0.46% | 42,245 | -879 | -2.0% | -$36.97万 | 减仓 |
| COWZ | PACER FDS TR | $1,739.91万 | 0.45% | 279,729 | 22,980 | 9.0% | $142.94万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $1,715.58万 | 0.45% | 216,923 | 15,539 | 7.7% | $122.89万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,671.01万 | 0.44% | 65,795 | 4,405 | 7.2% | $111.87万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,607.51万 | 0.42% | 128,848 | 8,499 | 7.1% | $106.03万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,596.10万 | 0.42% | 65,686 | 5,128 | 8.5% | $124.61万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,566.71万 | 0.41% | 42,841 | 4,953 | 13.1% | $181.13万 | 加仓 |
| HGER | HARBOR ETF TRUST | $1,537.89万 | 0.40% | 524,162 | 144,204 | 38.0% | $423.09万 | 加仓 |
| FIG | FIGMA INC | $1,463.53万 | 0.38% | 809,025 | -70,191 | -8.0% | -$126.98万 | 减仓 |
| IJR | ISHARES TR | $1,442.81万 | 0.38% | 97,283 | 6,234 | 6.8% | $92.46万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $1,389.02万 | 0.36% | 282,956 | 43,471 | 18.2% | $213.40万 | 加仓 |
| LLY | ELI LILLY & CO | $1,307.36万 | 0.34% | 10,900 | 963 | 9.7% | $115.50万 | 加仓 |
| MRK | MERCK & CO INC | $1,301.66万 | 0.34% | 101,296 | 7,734 | 8.3% | $99.38万 | 加仓 |
| IWM | ISHARES TR | $1,268.25万 | 0.33% | 42,212 | -238 | -0.6% | -$7.15万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,250.35万 | 0.33% | 21,524 | -1,774 | -7.6% | -$103.05万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,231.99万 | 0.32% | 223,958 | 15,639 | 7.5% | $86.03万 | 加仓 |
| INTC | INTEL CORP | $1,219.14万 | 0.32% | 87,311 | -37,778 | -30.2% | -$527.50万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1,201.57万 | 0.31% | 463,212 | 91,579 | 24.6% | $237.56万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,189.29万 | 0.31% | 42,292 | 8,054 | 23.5% | $226.49万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,167.60万 | 0.30% | 26,945 | 9,792 | 57.1% | $424.31万 | 加仓 |
| CSCO | CISCO SYS INC | $1,165.48万 | 0.30% | 99,224 | 31,484 | 46.5% | $369.81万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $1,129.37万 | 0.29% | 496,108 | 69,159 | 16.2% | $157.44万 | 加仓 |
| MUB | ISHARES TR | $1,125.91万 | 0.29% | 104,620 | -28,737 | -21.5% | -$309.27万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,113.73万 | 0.29% | 206,170 | 12,764 | 6.6% | $68.95万 | 加仓 |
| — | EXXON MOBIL CORP | $1,112.65万 | 0.29% | 81,382 | -22,460 | -21.6% | -$307.07万 | 减仓 |
| WMT | WALMART INC | $1,090.57万 | 0.28% | 96,289 | 6,459 | 7.2% | $73.15万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,087.52万 | 0.28% | 119,850 | 86,955 | 264.3% | $789.03万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,054.76万 | 0.27% | 55,362 | 7,237 | 15.0% | $137.88万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,053.78万 | 0.27% | 11,265 | -498 | -4.2% | -$46.59万 | 减仓 |
| ASML | ASML HLDG NV | $1,046.58万 | 0.27% | 5,261 | -12 | -0.2% | -$2.39万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,022.69万 | 0.27% | 116,373 | 29,519 | 34.0% | $259.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,016.27万 | 0.26% | 69,303 | 31,831 | 84.9% | $466.77万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $970.83万 | 0.25% | 306,159 | 3,614 | 1.2% | $11.46万 | 加仓 |
| BAC | BANK OF AMER CORP | $967.50万 | 0.25% | 169,796 | 6,766 | 4.2% | $38.55万 | 加仓 |
| SGOV | ISHARES TR | $965.43万 | 0.25% | 95,900 | 32,298 | 50.8% | $325.14万 | 加仓 |
| IJT | ISHARES TR | $949.26万 | 0.25% | 53,150 | 486 | 0.9% | $8.68万 | 加仓 |
| CRWV | COREWEAVE INC | $943.16万 | 0.25% | 94,752 | 6,651 | 7.5% | $66.20万 | 加仓 |
| AMAT | APPLIED MATLS INC | $933.07万 | 0.24% | 12,906 | 709 | 5.8% | $51.26万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $918.63万 | 0.24% | 30,838 | -6,761 | -18.0% | -$201.40万 | 减仓 |
| USRT | ISHARES TR | $917.01万 | 0.24% | 137,999 | -3,709 | -2.6% | -$24.65万 | 减仓 |
| IGIB | ISHARES TR | $893.43万 | 0.23% | 168,033 | -832 | -0.5% | -$4.42万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $892.95万 | 0.23% | 8,829 | 662 | 8.1% | $66.95万 | 加仓 |
| GEV | GE VERNOVA INC | $877.80万 | 0.23% | 7,471 | 3,618 | 93.9% | $425.10万 | 加仓 |
| V | VISA INC | $869.58万 | 0.23% | 25,346 | 4,819 | 23.5% | $165.33万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $857.94万 | 0.22% | 73,535 | 599 | 0.8% | $6.99万 | 加仓 |
| IGSB | ISHARES TR | $842.51万 | 0.22% | 160,754 | -3,545 | -2.2% | -$18.58万 | 减仓 |
| IAU | ISHARES GOLD TR | $838.34万 | 0.22% | 111,023 | -9,071 | -7.6% | -$68.50万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $798.08万 | 0.21% | 102,436 | 2,582 | 2.6% | $20.12万 | 加仓 |
| SNDK | SANDISK CORP | $790.65万 | 0.21% | 3,477 | 555 | 19.0% | $126.20万 | 加仓 |
| DLS | WISDOMTREE TR | $760.77万 | 0.20% | 90,795 | 7,648 | 9.2% | $64.08万 | 加仓 |
| IEMG | ISHARES INC | $757.92万 | 0.20% | 91,492 | -420 | -0.5% | -$3.48万 | 减仓 |
| EMXC | ISHARES INC | $754.74万 | 0.20% | 73,777 | 35 | 0.0% | $3,581 | 加仓 |
| CVX | CHEVRON CORPORATION | $754.54万 | 0.20% | 45,520 | 524 | 1.2% | $8.69万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $753.86万 | 0.20% | 79,278 | 3,403 | 4.5% | $32.36万 | 加仓 |