Compound Planning, Inc.
NEW YORK NY · SEC CIK 0001978879
$32.59亿2026Q1 申报市值
1,209持仓数
21.5%前十大占比 · 第一大 3.6%
116 / 117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
MUB 加仓+$777.44万
IWY 加仓+$534.04万
IWF 加仓+$532.70万
VUG 加仓+$524.23万
EXXON MOBIL CORP 加仓+$514.26万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$3,367.59万
VO 减仓-$824.36万
VEA 减仓-$804.22万
BND 减仓-$687.26万
SYLD 减仓-$576.32万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$2,045.76万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$565.50万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -21,292 | -100.0% | -$391.46万 | 清仓 |
| DJP | BARCLAYS BANK PLC | $0 | 0.00% | 0 | -113,029 | -100.0% | -$287.66万 | 清仓 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -32,018 | -100.0% | -$147.41万 | 清仓 |
| DCRE | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -28,230 | -100.0% | -$146.51万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -95,651 | -100.0% | -$140.61万 | 清仓 |
| SLVP | ISHARES INC | $0 | 0.00% | 0 | -37,251 | -100.0% | -$127.66万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -14,465 | -100.0% | -$116.58万 | 清仓 |
| TMFC | RBB FD INC | $0 | 0.00% | 0 | -14,297 | -100.0% | -$102.61万 | 清仓 |
| IYY | ISHARES TR | $0 | 0.00% | 0 | -5,440 | -100.0% | -$90.19万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -16,776 | -100.0% | -$86.91万 | 清仓 |
| DABS | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -14,237 | -100.0% | -$72.48万 | 清仓 |
| AM | ANTERO MIDSTREAM CORP | $0 | 0.00% | 0 | -40,551 | -100.0% | -$72.14万 | 清仓 |
| FFA | FIRST TR ENHANCED EQUITY INC | $0 | 0.00% | 0 | -31,217 | -100.0% | -$68.74万 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,888 | -100.0% | -$65.05万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -8,101 | -100.0% | -$64.57万 | 清仓 |
| NBXG | NEUBERGER NEXT GENERATION | $0 | 0.00% | 0 | -44,386 | -100.0% | -$64.09万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -5,514 | -100.0% | -$58.28万 | 清仓 |
| DQ | DAQO NEW ENERGY CORP | $0 | 0.00% | 0 | -19,518 | -100.0% | -$57.58万 | 清仓 |
| SETM | SPROTT FDS TR | $0 | 0.00% | 0 | -19,516 | -100.0% | -$56.50万 | 清仓 |
| IMCB | ISHARES TR | $0 | 0.00% | 0 | -6,637 | -100.0% | -$54.91万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -5,339 | -100.0% | -$54.22万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -14,344 | -100.0% | -$53.12万 | 清仓 |
| REMX | VANECK ETF TRUST | $0 | 0.00% | 0 | -7,173 | -100.0% | -$53.03万 | 清仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -7,291 | -100.0% | -$51.75万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFJ | WISDOMTREE TR | $0 | 0.00% | 0 | -5,053 | -100.0% | -$48.68万 | 清仓 |
| GARP | ISHARES TR | $0 | 0.00% | 0 | -6,940 | -100.0% | -$47.26万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -13,117 | -100.0% | -$46.58万 | 清仓 |
| SGDM | SPROTT ETF TRUST | $0 | 0.00% | 0 | -6,268 | -100.0% | -$43.64万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,669 | -100.0% | -$41.75万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -8,034 | -100.0% | -$41.05万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RING | ISHARES INC | $0 | 0.00% | 0 | -5,423 | -100.0% | -$39.93万 | 清仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,294 | -100.0% | -$39.76万 | 清仓 |
| PARR | PAR PAC HOLDINGS INC | $0 | 0.00% | 0 | -11,154 | -100.0% | -$39.20万 | 清仓 |
| ISTB | ISHARES TR | $0 | 0.00% | 0 | -7,977 | -100.0% | -$38.89万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -4,396 | -100.0% | -$38.22万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -5,528 | -100.0% | -$37.71万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -2,310 | -100.0% | -$37.46万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHAT | TIDAL TRUST II | $0 | 0.00% | 0 | -6,141 | -100.0% | -$36.21万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLRT | PACER FDS TR | $0 | 0.00% | 0 | -7,621 | -100.0% | -$35.92万 | 清仓 |
| AVDV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -3,778 | -100.0% | -$35.50万 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LEMB | ISHARES INC | $0 | 0.00% | 0 | -8,370 | -100.0% | -$34.79万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -3,793 | -100.0% | -$34.75万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,511 | -100.0% | -$33.99万 | 清仓 |
| PSFF | PACER FDS TR | $0 | 0.00% | 0 | -10,417 | -100.0% | -$33.68万 | 清仓 |
| FYLD | CAMBRIA ETF TR | $0 | 0.00% | 0 | -9,626 | -100.0% | -$31.27万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUNI | PIMCO ETF TR | $0 | 0.00% | 0 | -5,906 | -100.0% | -$30.95万 | 清仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -14,940 | -100.0% | -$30.78万 | 清仓 |
| ADC | AGREE RLTY CORP | $0 | 0.00% | 0 | -4,177 | -100.0% | -$30.09万 | 清仓 |
| EUFN | ISHARES TR | $0 | 0.00% | 0 | -8,060 | -100.0% | -$29.89万 | 清仓 |
| IBDU | ISHARES TR | $0 | 0.00% | 0 | -12,760 | -100.0% | -$29.86万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CALF | PACER FDS TR | $0 | 0.00% | 0 | -6,658 | -100.0% | -$29.54万 | 清仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -17,455 | -100.0% | -$29.53万 | 清仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -14,135 | -100.0% | -$29.51万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -1,782 | -100.0% | -$28.80万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -5,733 | -100.0% | -$28.69万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -1,332 | -100.0% | -$28.64万 | 清仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -12,189 | -100.0% | -$28.45万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,187 | -100.0% | -$28.12万 | 清仓 |
| PWP | PERELLA WEINBERG PARTNERS | $0 | 0.00% | 0 | -16,225 | -100.0% | -$28.07万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,882 | -100.0% | -$27.24万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -3,299 | -100.0% | -$27.06万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -5,299 | -100.0% | -$26.50万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,240 | -100.0% | -$26.37万 | 清仓 |
| SUSB | ISHARES TR | $0 | 0.00% | 0 | -10,419 | -100.0% | -$26.30万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -3,773 | -100.0% | -$26.09万 | 清仓 |
| STAG | STAG INDL INC | $0 | 0.00% | 0 | -7,012 | -100.0% | -$25.78万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -7,424 | -100.0% | -$25.58万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -6,581 | -100.0% | -$25.05万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -1,221 | -100.0% | -$25.02万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -871 | -100.0% | -$24.76万 | 清仓 |
| QTWO | Q2 HLDGS INC | $0 | 0.00% | 0 | -3,423 | -100.0% | -$24.70万 | 清仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -2,812 | -100.0% | -$24.23万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,561 | -100.0% | -$23.72万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,125 | -100.0% | -$23.38万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -3,577 | -100.0% | -$22.89万 | 清仓 |
| ACIO | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -5,235 | -100.0% | -$22.88万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -9,518 | -100.0% | -$22.45万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,242 | -100.0% | -$22.37万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -2,225 | -100.0% | -$22.34万 | 清仓 |
| ONC | BEONE MEDICINES LTD | $0 | 0.00% | 0 | -735 | -100.0% | -$22.33万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -5,652 | -100.0% | -$22.26万 | 清仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -6,537 | -100.0% | -$22.16万 | 清仓 |
| DMLP | DORCHESTER MINERALS LP | $0 | 0.00% | 0 | -9,884 | -100.0% | -$22.10万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -5,867 | -100.0% | -$22.02万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -869 | -100.0% | -$22.02万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -1,663 | -100.0% | -$21.93万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -8,306 | -100.0% | -$21.87万 | 清仓 |