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
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2026Q2 卖出最多 按季末市值估算
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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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $154.19万 | 0.04% | 10,771 | 248 | 2.4% | $3.55万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $155.26万 | 0.04% | 8,909 | 343 | 4.0% | $5.98万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $155.79万 | 0.04% | 16,208 | 1,049 | 6.9% | $10.08万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $156.04万 | 0.04% | 30,855 | 1,497 | 5.1% | $7.57万 | 加仓 |
| XBI | SPDR SERIES TRUST | $156.53万 | 0.04% | 9,891 | -998 | -9.2% | -$15.79万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $156.61万 | 0.04% | 4,226 | 303 | 7.7% | $11.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $156.82万 | 0.04% | 2,100 | -2,500 | -54.3% | -$186.69万 | 减仓 |
| USB | US BANCORP | $156.96万 | 0.04% | 25,986 | 312 | 1.2% | $1.88万 | 加仓 |
| SAP | SAP SE | $157.19万 | 0.04% | 10,200 | 2,161 | 26.9% | $33.30万 | 加仓 |
| PGR | PROGRESSIVE CORP | $158.15万 | 0.04% | 7,240 | 627 | 9.5% | $13.70万 | 加仓 |
| WMB | WILLIAMS COS INC | $158.66万 | 0.04% | 21,342 | 813 | 4.0% | $6.04万 | 加仓 |
| ROE | EA SERIES TRUST | $158.82万 | 0.04% | 37,256 | 46 | 0.1% | $1,961 | 加仓 |
| NVO | NOVO-NORDISK A S | $158.93万 | 0.04% | 33,152 | 15,015 | 82.8% | $71.98万 | 加仓 |
| VIA | VIA TRANSN INC | $158.94万 | 0.04% | 87,620 | 147 | 0.2% | $2,667 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $159.27万 | 0.04% | 10,148 | 1,265 | 14.2% | $19.85万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $159.51万 | 0.04% | 5,898 | -275 | -4.5% | -$7.44万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $160.65万 | 0.04% | 4,535 | 285 | 6.7% | $10.10万 | 加仓 |
| NOBL | PROSHARES TR | $160.91万 | 0.04% | 28,652 | -2 | -0.0% | -$112 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $161.29万 | 0.04% | 74,175 | 244 | 0.3% | $5,306 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $161.55万 | 0.04% | 9,768 | -478 | -4.7% | -$7.91万 | 减仓 |
| ABNB | AIRBNB INC | $163.63万 | 0.04% | 11,434 | 1,815 | 18.9% | $25.97万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $164.25万 | 0.04% | 12,421 | 638 | 5.4% | $8.44万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $165.23万 | 0.04% | 20,052 | 2,916 | 17.0% | $24.03万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $165.32万 | 0.04% | 9,358 | -103 | -1.1% | -$1.82万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $165.66万 | 0.04% | 31,423 | -5,537 | -15.0% | -$29.19万 | 减仓 |
| MBB | ISHARES TR | $166.16万 | 0.04% | 17,579 | -7,454 | -29.8% | -$70.46万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $169.31万 | 0.04% | 10,368 | 5,104 | 97.0% | $83.35万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $169.50万 | 0.04% | 56,181 | 11,340 | 25.3% | $34.21万 | 加仓 |
| IWP | ISHARES TR | $170.72万 | 0.04% | 11,660 | -350 | -2.9% | -$5.12万 | 减仓 |
| SCZ | ISHARES TR | $170.91万 | 0.04% | 20,774 | -386 | -1.8% | -$3.18万 | 减仓 |
| GOOGL | ALPHABET INC 看跌期权 | $171.54万 | 0.04% | 4,800 | -4,800 | -50.0% | -$171.54万 | 减仓 |
| LOW | LOWES COS INC | $172.16万 | 0.04% | 7,808 | -1,146 | -12.8% | -$25.27万 | 减仓 |
| VALE | VALE S A | $172.59万 | 0.04% | 114,755 | 8,844 | 8.4% | $13.30万 | 加仓 |
| AFL | AFLAC INC | $172.86万 | 0.05% | 14,743 | 1,000 | 7.3% | $11.72万 | 加仓 |
| QQQI | NEOS ETF TRUST | $173.74万 | 0.05% | 30,593 | 3,002 | 10.9% | $17.05万 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $174.00万 | 0.05% | 35,043 | -8,636 | -19.8% | -$42.88万 | 减仓 |
| FDX | FEDEX CORP | $174.33万 | 0.05% | 5,567 | 647 | 13.2% | $20.26万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $174.87万 | 0.05% | 15,206 | 819 | 5.7% | $9.42万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $175.16万 | 0.05% | 5,087 | -41 | -0.8% | -$1.41万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $175.29万 | 0.05% | 10,851 | -2,573 | -19.2% | -$41.56万 | 减仓 |
| EFV | ISHARES TR | $175.45万 | 0.05% | 22,920 | -12,600 | -35.5% | -$96.45万 | 减仓 |
| DAL | DELTA AIR LINES INC | $176.05万 | 0.05% | 18,796 | 853 | 4.8% | $7.99万 | 加仓 |
| TWLO | TWILIO INC | $177.24万 | 0.05% | 8,590 | 197 | 2.3% | $4.06万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $180.31万 | 0.05% | 5,951 | 3,724 | 167.2% | $112.83万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $180.48万 | 0.05% | 21,111 | -1,609 | -7.1% | -$13.76万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $180.61万 | 0.05% | 6,160 | -125 | -2.0% | -$3.67万 | 减仓 |
| CTVA | CORTEVA INC | $181.53万 | 0.05% | 21,435 | 10,426 | 94.7% | $88.30万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $182.29万 | 0.05% | 10,317 | 657 | 6.8% | $11.61万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $182.54万 | 0.05% | 31,680 | -49,811 | -61.1% | -$287.01万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $183.11万 | 0.05% | 21,085 | 2,520 | 13.6% | $21.88万 | 加仓 |
| CB | CHUBB LIMITED | $183.78万 | 0.05% | 5,393 | 184 | 3.5% | $6.27万 | 加仓 |
| B | BARRICK MNG CORP | $184.46万 | 0.05% | 50,222 | 2,127 | 4.4% | $7.81万 | 加仓 |
| EQIX | EQUINIX INC | $185.34万 | 0.05% | 1,778 | 162 | 10.0% | $16.89万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $185.42万 | 0.05% | 11,733 | 302 | 2.6% | $4.77万 | 加仓 |
| CRM | SALESFORCE INC | $188.18万 | 0.05% | 12,013 | -1,842 | -13.3% | -$28.86万 | 减仓 |
| PWR | QUANTA SVCS INC | $188.33万 | 0.05% | 2,615 | 8 | 0.3% | $5,761 | 加仓 |
| IRM | IRON MTN INC DEL | $188.65万 | 0.05% | 14,936 | 3,969 | 36.2% | $50.13万 | 加仓 |
| IDEV | ISHARES TR | $189.67万 | 0.05% | 21,309 | -337 | -1.6% | -$3.00万 | 减仓 |
| NEM | NEWMONT CORP | $190.44万 | 0.05% | 20,390 | -802 | -3.8% | -$7.49万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $191.03万 | 0.05% | 59,753 | 2,245 | 3.9% | $7.18万 | 加仓 |
| PEP | PEPSICO INC | $191.28万 | 0.05% | 14,127 | -2,041 | -12.6% | -$27.63万 | 减仓 |
| FLEX | FLEX LTD | $191.46万 | 0.05% | 11,813 | 302 | 2.6% | $4.89万 | 加仓 |
| ETR | ENTERGY CORP NEW | $191.72万 | 0.05% | 16,691 | 296 | 1.8% | $3.40万 | 加仓 |
| BIL | SPDR SERIES TRUST | $192.18万 | 0.05% | 20,971 | -6,533 | -23.8% | -$59.87万 | 减仓 |
| IWO | ISHARES TR | $192.47万 | 0.05% | 4,886 | -193 | -3.8% | -$7.60万 | 减仓 |
| EEM | ISHARES TR | $193.55万 | 0.05% | 28,292 | 17,692 | 166.9% | $121.03万 | 加仓 |
| PLD | PROLOGIS INC. | $193.84万 | 0.05% | 14,309 | 1,462 | 11.4% | $19.81万 | 加仓 |
| TECK | TECK RESOURCES LTD | $194.12万 | 0.05% | 32,648 | 356 | 1.1% | $2.12万 | 加仓 |
| IBTG | ISHARES TR | $194.14万 | 0.05% | 84,816 | -18,102 | -17.6% | -$41.44万 | 减仓 |
| APP | APPLOVIN CORP | $194.48万 | 0.05% | 3,775 | 166 | 4.6% | $8.55万 | 加仓 |
| ECL | ECOLAB INC | $194.53万 | 0.05% | 6,982 | -497 | -6.6% | -$13.85万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $194.61万 | 0.05% | 4,894 | -1,468 | -23.1% | -$58.38万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $197.45万 | 0.05% | 72,566 | 10,936 | 17.7% | $29.76万 | 加仓 |
| FLOT | ISHARES TR | $197.78万 | 0.05% | 38,743 | -109,630 | -73.9% | -$559.65万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $199.33万 | 0.05% | 29,645 | 553 | 1.9% | $3.72万 | 加仓 |
| COP | CONOCOPHILLIPS | $199.89万 | 0.05% | 19,227 | -22,757 | -54.2% | -$236.59万 | 减仓 |
| KKR | KKR & CO INC | $200.72万 | 0.05% | 21,869 | 154 | 0.7% | $1.41万 | 加仓 |
| QCOM | QUALCOMM INC | $201.98万 | 0.05% | 10,930 | 1,214 | 12.5% | $22.43万 | 加仓 |
| ING | ING GROEP N.V. | $202.08万 | 0.05% | 64,397 | 5,613 | 9.5% | $17.61万 | 加仓 |
| FIX | COMFORT SYS USA INC | $202.15万 | 0.05% | 1,020 | 40 | 4.1% | $7.93万 | 加仓 |
| NTES | NETEASE COM INC | $202.70万 | 0.05% | 15,818 | 1,940 | 14.0% | $24.86万 | 加仓 |
| GSK | GSK PLC | $203.09万 | 0.05% | 38,743 | -255 | -0.7% | -$1.34万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $203.93万 | 0.05% | 23,429 | 454 | 2.0% | $3.95万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $204.55万 | 0.05% | 20,830 | 7,595 | 57.4% | $74.58万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $205.20万 | 0.05% | 56,066 | 4,787 | 9.3% | $17.52万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $206.08万 | 0.05% | 7,665 | 410 | 5.7% | $11.02万 | 加仓 |
| IJH | ISHARES TR | $207.26万 | 0.05% | 26,879 | -309 | -1.1% | -$2.38万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $211.06万 | 0.05% | 4,209 | -1,005 | -19.3% | -$50.40万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $211.09万 | 0.05% | 8,573 | 601 | 7.5% | $14.80万 | 加仓 |
| DGRO | ISHARES TR | $212.21万 | 0.06% | 28,000 | -1,966 | -6.6% | -$14.90万 | 减仓 |
| SONY | SONY GROUP CORP | $212.79万 | 0.06% | 106,076 | 7,899 | 8.0% | $15.85万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $214.13万 | 0.06% | 6,396 | 563 | 9.7% | $18.85万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $214.80万 | 0.06% | 9,591 | 4,220 | 78.6% | $94.51万 | 加仓 |
| COHR | COHERENT CORP | $215.97万 | 0.06% | 5,475 | 166 | 3.1% | $6.55万 | 加仓 |
| CIEN | CIENA CORP | $216.46万 | 0.06% | 4,412 | 29 | 0.7% | $1.42万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $216.93万 | 0.06% | 54,058 | -2,081 | -3.7% | -$8.35万 | 减仓 |
| SBUX | STARBUCKS CORP | $219.85万 | 0.06% | 21,513 | -1,902 | -8.1% | -$19.44万 | 减仓 |
| BLK | BLACKROCK INC | $221.84万 | 0.06% | 2,307 | 196 | 9.3% | $18.85万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $222.50万 | 0.06% | 4,368 | 8 | 0.2% | $4,075 | 加仓 |
| BCS | BARCLAYS PLC | $223.82万 | 0.06% | 83,327 | 7,670 | 10.1% | $20.60万 | 加仓 |