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
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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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | $110.65万 | 0.03% | 2,443 | 113 | 4.8% | $5.12万 | 加仓 |
| ARKQ | ARK ETF TR | $111.05万 | 0.03% | 8,399 | 533 | 6.8% | $7.05万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $111.19万 | 0.03% | 52,624 | 178 | 0.3% | $3,761 | 加仓 |
| EBAY | EBAY INC. | $111.43万 | 0.03% | 9,971 | 587 | 6.3% | $6.56万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $111.68万 | 0.03% | 8,234 | -5,891 | -41.7% | -$79.90万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $111.79万 | 0.03% | 45,611 | -24,079 | -34.6% | -$59.02万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $111.90万 | 0.03% | 20,874 | -621 | -2.9% | -$3.33万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $111.92万 | 0.03% | 18,977 | -4,744 | -20.0% | -$27.98万 | 减仓 |
| XSD | SPDR SERIES TRUST | $112.00万 | 0.03% | 1,796 | 1,796 | — | $112.00万 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $112.31万 | 0.03% | 17,756 | 936 | 5.6% | $5.92万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $112.55万 | 0.03% | 22,345 | 3,464 | 18.3% | $17.45万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $112.61万 | 0.03% | 4,534 | 267 | 6.3% | $6.63万 | 加仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $112.97万 | 0.03% | 81,629 | -554 | -0.7% | -$7,667 | 减仓 |
| ALL | ALLSTATE CORP | $113.66万 | 0.03% | 4,777 | 986 | 26.0% | $23.46万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $114.17万 | 0.03% | 21,639 | 6,983 | 47.6% | $36.84万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $114.61万 | 0.03% | 1,858 | 76 | 4.3% | $4.69万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $114.73万 | 0.03% | 2,317 | 27 | 1.2% | $1.34万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $114.80万 | 0.03% | 3,474 | 240 | 7.4% | $7.93万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $114.85万 | 0.03% | 21,626 | -6,693 | -23.6% | -$35.55万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $114.90万 | 0.03% | 3,061 | 52 | 1.7% | $1.95万 | 加仓 |
| SANM | SANMINA CORP | $115.02万 | 0.03% | 4,545 | -59 | -1.3% | -$1.49万 | 减仓 |
| FIVA | FIDELITY COVINGTON TRUST | $115.55万 | 0.03% | 29,998 | -681 | -2.2% | -$2.62万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $115.91万 | 0.03% | 1,648 | 28 | 1.7% | $1.97万 | 加仓 |
| SPYI | NEOS ETF TRUST | $115.99万 | 0.03% | 21,848 | 892 | 4.3% | $4.74万 | 加仓 |
| BP | BP PLC | $116.65万 | 0.03% | 31,569 | 3,080 | 10.8% | $11.38万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $116.89万 | 0.03% | 108,327 | -79 | -0.1% | -$852 | 减仓 |
| PSX | PHILLIPS 66 | $117.59万 | 0.03% | 6,956 | 909 | 15.0% | $15.37万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $117.67万 | 0.03% | 2,396 | 39 | 1.7% | $1.92万 | 加仓 |
| DGT | SPDR SERIES TRUST | $118.77万 | 0.03% | 6,427 | -483 | -7.0% | -$8.93万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $119.30万 | 0.03% | 2,598 | 23 | 0.9% | $1.06万 | 加仓 |
| URI | UNITED RENTALS INC | $119.90万 | 0.03% | 1,058 | 120 | 12.8% | $13.60万 | 加仓 |
| BN | BROOKFIELD CORP | $120.02万 | 0.03% | 28,181 | 1,145 | 4.2% | $4.88万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $120.21万 | 0.03% | 15,695 | 4,750 | 43.4% | $36.38万 | 加仓 |
| DVY | ISHARES TR | $120.61万 | 0.03% | 7,716 | 419 | 5.7% | $6.55万 | 加仓 |
| DHR | DANAHER CORP DEL | $120.72万 | 0.03% | 6,338 | -1,306 | -17.1% | -$24.88万 | 减仓 |
| — | NEOS ETF TRUST | $121.16万 | 0.03% | 25,757 | 917 | 3.7% | $4.31万 | 加仓 |
| QYLD | GLOBAL X FDS | $122.81万 | 0.03% | 66,637 | 8,615 | 14.8% | $15.88万 | 加仓 |
| LIF | LIFE360 INC | $122.82万 | 0.03% | 22,185 | 11,023 | 98.8% | $61.02万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $122.82万 | 0.03% | 27,047 | 2,295 | 9.3% | $10.42万 | 加仓 |
| CSTM | CONSTELLIUM SE | $123.44万 | 0.03% | 38,731 | 38,731 | — | $123.44万 | 新建仓 |
| MPC | MARATHON PETE CORP | $123.44万 | 0.03% | 4,828 | 515 | 11.9% | $13.17万 | 加仓 |
| TER | TERADYNE INC | $123.69万 | 0.03% | 2,556 | 19 | 0.7% | $9,195 | 加仓 |
| NGG | NATIONAL GRID PLC | $124.46万 | 0.03% | 15,019 | 72 | 0.5% | $5,967 | 加仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $125.03万 | 0.03% | 58,317 | 2,011 | 3.6% | $4.31万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $125.43万 | 0.03% | 49,303 | 10,586 | 27.3% | $26.93万 | 加仓 |
| GLDM | WORLD GOLD TR | $125.78万 | 0.03% | 15,837 | -193 | -1.2% | -$1.53万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $126.01万 | 0.03% | 89,176 | 5,486 | 6.6% | $7.75万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $126.23万 | 0.03% | 22,744 | -739 | -3.1% | -$4.10万 | 减仓 |
| IWR | ISHARES TR | $126.67万 | 0.03% | 11,482 | -488 | -4.1% | -$5.38万 | 减仓 |
| XYZ | BLOCK INC | $126.84万 | 0.03% | 16,690 | 2,015 | 13.7% | $15.31万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $127.18万 | 0.03% | 11,323 | 705 | 6.6% | $7.92万 | 加仓 |
| EFAV | ISHARES TR | $127.47万 | 0.03% | 14,533 | 269 | 1.9% | $2.36万 | 加仓 |
| TRP | TC ENERGY CORP | $127.90万 | 0.03% | 19,294 | 860 | 4.7% | $5.70万 | 加仓 |
| NUE | NUCOR CORP | $127.97万 | 0.03% | 5,745 | 649 | 12.7% | $14.46万 | 加仓 |
| URTH | ISHARES INC | $128.09万 | 0.03% | 6,321 | 360 | 6.0% | $7.30万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $128.73万 | 0.03% | 37,184 | 1,455 | 4.1% | $5.04万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $129.17万 | 0.03% | 43,935 | 1,320 | 3.1% | $3.88万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $129.87万 | 0.03% | 3,663 | 1,067 | 41.1% | $37.83万 | 加仓 |
| TFC | TRUIST FINL CORP | $130.20万 | 0.03% | 26,134 | 1,254 | 5.0% | $6.25万 | 加仓 |
| DHI | D R HORTON INC | $131.07万 | 0.03% | 8,047 | 1,358 | 20.3% | $22.12万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $131.31万 | 0.03% | 16,233 | 328 | 2.1% | $2.65万 | 加仓 |
| MFC | MANULIFE FINL CORP | $131.54万 | 0.03% | 32,472 | 1,420 | 4.6% | $5.75万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $132.23万 | 0.03% | 14,676 | 874 | 6.3% | $7.87万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $132.42万 | 0.03% | 20,740 | 20,740 | — | $132.42万 | 新建仓 |
| SHYG | ISHARES TR | $132.54万 | 0.03% | 31,252 | 2,790 | 9.8% | $11.83万 | 加仓 |
| IJS | ISHARES TR | $133.27万 | 0.03% | 9,750 | -834 | -7.9% | -$11.40万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $133.89万 | 0.03% | 11,027 | -30 | -0.3% | -$3,643 | 减仓 |
| DB | DEUTSCHE BK AG | $134.13万 | 0.03% | 39,731 | 4,716 | 13.5% | $15.92万 | 加仓 |
| UL | UNILEVER PLC | $134.29万 | 0.03% | 22,337 | -4,639 | -17.2% | -$27.89万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $134.84万 | 0.04% | 14,440 | 65 | 0.5% | $6,069 | 加仓 |
| — | FUNDX INVT TR | $135.52万 | 0.04% | 27,392 | 27,392 | — | $135.52万 | 新建仓 |
| ESML | ISHARES TR | $136.11万 | 0.04% | 24,335 | 4,100 | 20.3% | $22.93万 | 加仓 |
| NWG | NATWEST GROUP PLC | $136.47万 | 0.04% | 77,411 | 13,204 | 20.6% | $23.28万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $136.82万 | 0.04% | 6,118 | 768 | 14.4% | $17.18万 | 加仓 |
| NET | CLOUDFLARE INC | $136.89万 | 0.04% | 5,581 | -171 | -3.0% | -$4.19万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $138.15万 | 0.04% | 47,574 | -5,049 | -9.6% | -$14.66万 | 减仓 |
| USFR | WISDOMTREE TR | $139.29万 | 0.04% | 27,664 | -91,839 | -76.9% | -$462.40万 | 减仓 |
| VIDI | ETF SER SOLUTIONS | $139.56万 | 0.04% | 35,776 | 5,854 | 19.6% | $22.84万 | 加仓 |
| CSX | CSX CORP | $141.11万 | 0.04% | 29,688 | 1,822 | 6.5% | $8.66万 | 加仓 |
| KB | KB FINL GROUP INC | $141.18万 | 0.04% | 13,451 | 491 | 3.8% | $5.15万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $141.57万 | 0.04% | 8,406 | -4,164 | -33.1% | -$70.13万 | 减仓 |
| STM | STMICROELECTRONICS N V | $142.18万 | 0.04% | 18,985 | 11,382 | 149.7% | $85.24万 | 加仓 |
| TPR | TAPESTRY INC | $143.22万 | 0.04% | 9,785 | -549 | -5.3% | -$8.04万 | 减仓 |
| ALAB | ASTERA LABS INC | $143.80万 | 0.04% | 2,977 | 515 | 20.9% | $24.88万 | 加仓 |
| STT | STATE STR CORP | $146.19万 | 0.04% | 8,620 | 29 | 0.3% | $4,918 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $147.74万 | 0.04% | 7,327 | -260 | -3.4% | -$5.24万 | 减仓 |
| ESGE | ISHARES INC | $148.17万 | 0.04% | 27,094 | 4,849 | 21.8% | $26.52万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $149.10万 | 0.04% | 9,115 | 3,972 | 77.2% | $64.97万 | 加仓 |
| MMM | 3M CO | $149.20万 | 0.04% | 9,215 | 375 | 4.2% | $6.07万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $149.91万 | 0.04% | 50,937 | -3,322 | -6.1% | -$9.78万 | 减仓 |
| GM | GENERAL MTRS CO | $150.30万 | 0.04% | 19,500 | 216 | 1.1% | $1.66万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $150.53万 | 0.04% | 16,315 | -4,177 | -20.4% | -$38.54万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $150.67万 | 0.04% | 4,564 | 463 | 11.3% | $15.29万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $150.93万 | 0.04% | 10,329 | 68 | 0.7% | $9,936 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $152.04万 | 0.04% | 18,403 | 1,033 | 5.9% | $8.53万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $152.57万 | 0.04% | 61,871 | 3,079 | 5.2% | $7.59万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $152.66万 | 0.04% | 15,119 | 8,737 | 136.9% | $88.22万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $152.82万 | 0.04% | 116,815 | -75,005 | -39.1% | -$98.12万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $153.34万 | 0.04% | 7,207 | 425 | 6.3% | $9.04万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $153.83万 | 0.04% | 11,245 | 459 | 4.3% | $6.28万 | 加仓 |