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 |
|---|---|---|---|---|---|---|---|---|
| ESGV | VANGUARD WORLD FD | $132.28万 | 0.04% | 11,783 | -795 | -6.3% | -$8.93万 | 减仓 |
| USB | US BANCORP | $133.53万 | 0.04% | 25,674 | -3,288 | -11.4% | -$17.10万 | 减仓 |
| BP | BP PLC | $133.90万 | 0.04% | 28,489 | 4,044 | 16.5% | $19.01万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $134.16万 | 0.04% | 27,532 | 754 | 2.8% | $3.67万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $134.38万 | 0.04% | 10,261 | 534 | 5.5% | $6.99万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $135.03万 | 0.04% | 1,979 | 209 | 11.8% | $14.26万 | 加仓 |
| FIX | COMFORT SYS USA INC | $135.14万 | 0.04% | 980 | 146 | 17.5% | $20.13万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $136.31万 | 0.04% | 14,387 | 573 | 4.1% | $5.43万 | 加仓 |
| QQQI | NEOS ETF TRUST | $137.10万 | 0.04% | 27,591 | 23,649 | 599.9% | $117.51万 | 加仓 |
| SAP | SAP SE | $137.64万 | 0.04% | 8,039 | -3,442 | -30.0% | -$58.93万 | 减仓 |
| EMR | EMERSON ELEC CO | $137.87万 | 0.04% | 10,523 | 473 | 4.7% | $6.20万 | 加仓 |
| XBI | SPDR SERIES TRUST | $139.09万 | 0.04% | 10,889 | 75 | 0.7% | $9,580 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $139.11万 | 0.04% | 10,618 | 664 | 6.7% | $8.70万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $139.12万 | 0.04% | 54,259 | 3,340 | 6.6% | $8.56万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $139.99万 | 0.04% | 1,811 | 135 | 8.1% | $10.44万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $141.25万 | 0.04% | 23,721 | 2,881 | 13.8% | $17.16万 | 加仓 |
| GFI | GOLD FIELDS LTD | $141.28万 | 0.04% | 31,118 | -1,443 | -4.4% | -$6.55万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $141.38万 | 0.04% | 10,786 | -282 | -2.5% | -$3.70万 | 减仓 |
| GLW | CORNING INC | $141.68万 | 0.04% | 10,419 | 793 | 8.2% | $10.78万 | 加仓 |
| PWR | QUANTA SVCS INC | $143.14万 | 0.04% | 2,607 | 254 | 10.8% | $13.95万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $143.37万 | 0.04% | 23,483 | 1,138 | 5.1% | $6.95万 | 加仓 |
| APP | APPLOVIN CORP | $143.62万 | 0.04% | 3,609 | 412 | 12.9% | $16.40万 | 加仓 |
| GM | GENERAL MTRS CO | $143.66万 | 0.04% | 19,284 | 1,338 | 7.5% | $9.97万 | 加仓 |
| DHR | DANAHER CORP DEL | $144.92万 | 0.04% | 7,644 | -1,910 | -20.0% | -$36.21万 | 减仓 |
| TPR | TAPESTRY INC | $145.83万 | 0.04% | 10,334 | 1,111 | 12.0% | $15.68万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $145.86万 | 0.04% | 4,250 | -141 | -3.2% | -$4.84万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $146.16万 | 0.04% | 5,833 | 850 | 17.1% | $21.30万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $146.45万 | 0.04% | 58,792 | -51,974 | -46.9% | -$129.47万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $147.39万 | 0.05% | 8,566 | -1,405 | -14.1% | -$24.18万 | 减仓 |
| TXN | TEXAS INSTRS INC | $148.30万 | 0.05% | 7,639 | 336 | 4.6% | $6.52万 | 加仓 |
| GLDM | WORLD GOLD TR | $148.58万 | 0.05% | 16,030 | 2,764 | 20.8% | $25.62万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $148.58万 | 0.05% | 29,358 | -1,660 | -5.4% | -$8.40万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $149.16万 | 0.05% | 8,369 | 210 | 2.6% | $3.74万 | 加仓 |
| WMB | WILLIAMS COS INC | $149.41万 | 0.05% | 20,529 | 2,259 | 12.4% | $16.44万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $150.50万 | 0.05% | 13,424 | 9,585 | 249.7% | $107.46万 | 加仓 |
| AFL | AFLAC INC | $150.78万 | 0.05% | 13,743 | 91 | 0.7% | $9,984 | 加仓 |
| NOBL | PROSHARES TR | $151.88万 | 0.05% | 14,327 | -80 | -0.6% | -$8,481 | 减仓 |
| CME | CME GROUP INC | $152.72万 | 0.05% | 5,171 | -260 | -4.8% | -$7.68万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $152.76万 | 0.05% | 52,623 | 26,901 | 104.6% | $78.09万 | 加仓 |
| ING | ING GROEP N.V. | $153.13万 | 0.05% | 58,784 | 407 | 0.7% | $1.06万 | 加仓 |
| UL | UNILEVER PLC | $153.68万 | 0.05% | 26,976 | -5,537 | -17.0% | -$31.54万 | 减仓 |
| IWP | ISHARES TR | $153.87万 | 0.05% | 12,010 | 8,553 | 247.4% | $109.58万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $154.09万 | 0.05% | 22,975 | -1,870 | -7.5% | -$12.54万 | 减仓 |
| ACWX | ISHARES TR | $154.56万 | 0.05% | 22,574 | 22,574 | — | $154.56万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $154.85万 | 0.05% | 15,905 | -1,481 | -8.5% | -$14.42万 | 减仓 |
| NTES | NETEASE COM INC | $155.35万 | 0.05% | 13,878 | -163 | -1.2% | -$1.82万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $156.78万 | 0.05% | 9,461 | -232 | -2.4% | -$3.84万 | 减仓 |
| EQIX | EQUINIX INC | $158.41万 | 0.05% | 1,616 | -41 | -2.5% | -$4.02万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $158.60万 | 0.05% | 7,587 | 545 | 7.7% | $11.39万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $158.92万 | 0.05% | 44,841 | 21,391 | 91.2% | $75.81万 | 加仓 |
| IWO | ISHARES TR | $159.37万 | 0.05% | 5,079 | 836 | 19.7% | $26.23万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $159.89万 | 0.05% | 6,300 | 5,800 | 1,160.0% | $147.20万 | 重新持有 |
| BCS | BARCLAYS PLC | $160.09万 | 0.05% | 75,657 | -33,129 | -30.5% | -$70.10万 | 重新持有 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $160.32万 | 0.05% | 73,931 | -4,968 | -6.3% | -$10.77万 | 减仓 |
| UBS | UBS GROUP AG | $160.56万 | 0.05% | 41,095 | -537 | -1.3% | -$2.10万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $160.67万 | 0.05% | 6,173 | 686 | 12.5% | $17.86万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $164.38万 | 0.05% | 5,128 | -99 | -1.9% | -$3.17万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $164.88万 | 0.05% | 51,279 | 51,279 | — | $164.88万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $165.90万 | 0.05% | 7,972 | 687 | 9.4% | $14.30万 | 加仓 |
| SCZ | ISHARES TR | $165.92万 | 0.05% | 21,160 | 8,917 | 72.8% | $69.92万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $166.00万 | 0.05% | 49,024 | 29,980 | 157.4% | $101.51万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $166.35万 | 0.05% | 69,690 | 9,151 | 15.1% | $21.84万 | 加仓 |
| TECK | TECK RESOURCES LTD | $167.11万 | 0.05% | 32,292 | 26 | 0.1% | $1,346 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $167.20万 | 0.05% | 7,255 | -758 | -9.5% | -$17.47万 | 减仓 |
| VALE | VALE S A | $168.50万 | 0.05% | 105,911 | 9,259 | 9.6% | $14.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $169.29万 | 0.05% | 11,431 | -205 | -1.8% | -$3.04万 | 减仓 |
| CB | CHUBB LTD SWITZ | $169.79万 | 0.05% | 5,209 | 578 | 12.5% | $18.84万 | 加仓 |
| PLD | PROLOGIS INC. | $169.81万 | 0.05% | 12,847 | 2,328 | 22.1% | $30.77万 | 加仓 |
| CIEN | CIENA CORP | $170.18万 | 0.05% | 4,383 | 1,050 | 31.5% | $40.77万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $170.27万 | 0.05% | 214,449 | 15,789 | 7.9% | $12.54万 | 加仓 |
| CMI | CUMMINS INC | $171.54万 | 0.05% | 3,188 | 28 | 0.9% | $1.51万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $173.48万 | 0.05% | 28,319 | 16,615 | 142.0% | $101.78万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $175.19万 | 0.05% | 22,720 | 10,201 | 81.5% | $78.66万 | 加仓 |
| FDX | FEDEX CORP | $175.23万 | 0.05% | 4,920 | 1,096 | 28.7% | $39.03万 | 加仓 |
| INTU | INTUIT | $176.46万 | 0.05% | 4,081 | -611 | -13.0% | -$26.42万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $177.75万 | 0.05% | 14,477 | -3,132 | -17.8% | -$38.45万 | 减仓 |
| IDEV | ISHARES TR | $180.89万 | 0.06% | 21,646 | 10,531 | 94.7% | $88.00万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $182.58万 | 0.06% | 6,285 | 714 | 12.8% | $20.74万 | 加仓 |
| IJH | ISHARES TR | $183.60万 | 0.06% | 27,188 | 4,165 | 18.1% | $28.13万 | 加仓 |
| ETR | ENTERGY CORP NEW | $184.22万 | 0.06% | 16,395 | -89 | -0.5% | -$1.00万 | 减仓 |
| MO | ALTRIA GROUP INC | $185.26万 | 0.06% | 28,074 | 2,305 | 8.9% | $15.21万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $185.34万 | 0.06% | 28,687 | 1,746 | 6.5% | $11.28万 | 加仓 |
| SNDK | SANDISK CORP | $185.65万 | 0.06% | 2,922 | 1,017 | 53.4% | $64.61万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $186.18万 | 0.06% | 6,883 | 825 | 13.6% | $22.32万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $186.29万 | 0.06% | 86,165 | 25,821 | 42.8% | $55.82万 | 加仓 |
| ADI | ANALOG DEVICES INC | $187.30万 | 0.06% | 5,887 | 959 | 19.5% | $30.51万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $191.10万 | 0.06% | 29,092 | -775 | -2.6% | -$5.09万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $191.21万 | 0.06% | 22,435 | 1,507 | 7.2% | $12.84万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $192.59万 | 0.06% | 20,492 | -159 | -0.8% | -$1.49万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $192.82万 | 0.06% | 57,508 | 3,100 | 5.7% | $10.39万 | 加仓 |
| — | HONEYWELL INTL INC | $192.89万 | 0.06% | 8,534 | 1,493 | 21.2% | $33.75万 | 加仓 |
| APH | AMPHENOL CORP | $194.32万 | 0.06% | 15,380 | -791 | -4.9% | -$9.99万 | 减仓 |
| B | BARRICK MNG CORP | $196.18万 | 0.06% | 48,095 | -889 | -1.8% | -$3.63万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $197.51万 | 0.06% | 43,106 | -4,886 | -10.2% | -$22.39万 | 减仓 |
| WELL | WELLTOWER INC | $198.28万 | 0.06% | 10,029 | 897 | 9.8% | $17.73万 | 加仓 |
| NOW | SERVICENOW INC | $198.60万 | 0.06% | 18,996 | 4,546 | 31.5% | $47.53万 | 加仓 |
| ECL | ECOLAB INC | $198.95万 | 0.06% | 7,479 | 294 | 4.1% | $7.82万 | 加仓 |
| KKR | KKR & CO INC | $200.86万 | 0.06% | 21,715 | 4,111 | 23.4% | $38.03万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $202.54万 | 0.06% | 34,640 | -507 | -1.4% | -$2.96万 | 减仓 |
| BLK | BLACKROCK INC | $203.03万 | 0.06% | 2,111 | -110 | -5.0% | -$10.58万 | 减仓 |