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 |
|---|---|---|---|---|---|---|---|---|
| ACWX | ISHARES TR | $224.54万 | 0.06% | 29,502 | 6,928 | 30.7% | $52.73万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $227.17万 | 0.06% | 120,388 | 5,831 | 5.1% | $11.00万 | 加仓 |
| MCK | MCKESSON CORP | $227.53万 | 0.06% | 3,011 | 274 | 10.0% | $20.71万 | 加仓 |
| SYK | STRYKER CORPORATION | $227.77万 | 0.06% | 7,235 | -96 | -1.3% | -$3.02万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $228.65万 | 0.06% | 44,157 | 92 | 0.2% | $4,764 | 加仓 |
| SPYV | SPDR SERIES TRUST | $229.03万 | 0.06% | 37,675 | 443 | 1.2% | $2.69万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $229.62万 | 0.06% | 37,179 | 2,539 | 7.3% | $15.68万 | 加仓 |
| SO | SOUTHERN CO | $229.65万 | 0.06% | 23,995 | 605 | 2.6% | $5.79万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $230.33万 | 0.06% | 240,425 | 25,976 | 12.1% | $24.89万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $231.25万 | 0.06% | 91,546 | 5,381 | 6.2% | $13.59万 | 加仓 |
| CMI | CUMMINS INC | $231.64万 | 0.06% | 3,248 | 60 | 1.9% | $4.28万 | 加仓 |
| NYF | ISHARES TR | $233.75万 | 0.06% | 43,363 | 721 | 1.7% | $3.89万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $233.84万 | 0.06% | 104,647 | -8 | -0.0% | -$179 | 减仓 |
| SHV | ISHARES TR | $234.66万 | 0.06% | 21,265 | 949 | 4.7% | $10.47万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $235.08万 | 0.06% | 8,090 | -5 | -0.1% | -$1,453 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $236.66万 | 0.06% | 24,658 | -2,014 | -7.6% | -$19.33万 | 减仓 |
| TXN | TEXAS INSTRS INC | $237.29万 | 0.06% | 7,961 | 322 | 4.2% | $9.60万 | 加仓 |
| WELL | WELLTOWER INC | $237.41万 | 0.06% | 10,460 | 431 | 4.3% | $9.78万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $238.58万 | 0.06% | 47,497 | 1,249 | 2.7% | $6.27万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $242.07万 | 0.06% | 53,650 | 2,166 | 4.2% | $9.77万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $242.40万 | 0.06% | 415,779 | -88,722 | -17.6% | -$51.72万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $246.68万 | 0.06% | 12,296 | 302 | 2.5% | $6.06万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $247.24万 | 0.06% | 67,057 | -164 | -0.2% | -$6,047 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $247.63万 | 0.06% | 2,566 | -44 | -1.7% | -$4.25万 | 减仓 |
| UBS | UBS GROUP AG | $247.90万 | 0.06% | 50,020 | 8,925 | 21.7% | $44.23万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $251.66万 | 0.07% | 2,573 | -117 | -4.3% | -$11.44万 | 减仓 |
| OKLO | OKLO INC | $251.95万 | 0.07% | 48,147 | 2,884 | 6.4% | $15.09万 | 加仓 |
| MO | ALTRIA GROUP INC | $253.59万 | 0.07% | 35,245 | 7,171 | 25.5% | $51.60万 | 加仓 |
| ADI | ANALOG DEVICES INC | $258.57万 | 0.07% | 6,510 | 623 | 10.6% | $24.74万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $258.93万 | 0.07% | 28,242 | 5,807 | 25.9% | $53.24万 | 加仓 |
| ESGD | ISHARES TR | $262.90万 | 0.07% | 25,571 | 4,330 | 20.4% | $44.52万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $263.46万 | 0.07% | 24,508 | 2,309 | 10.4% | $24.82万 | 加仓 |
| BX | BLACKSTONE INC | $264.56万 | 0.07% | 22,483 | -665 | -2.9% | -$7.83万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $266.13万 | 0.07% | 29,181 | 494 | 1.7% | $4.51万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $269.95万 | 0.07% | 3,146 | -8 | -0.3% | -$6,864 | 减仓 |
| APH | AMPHENOL CORP | $272.89万 | 0.07% | 15,477 | 97 | 0.6% | $1.71万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $274.02万 | 0.07% | 6,351 | 369 | 6.2% | $15.92万 | 加仓 |
| GLW | CORNING INC | $275.63万 | 0.07% | 10,790 | 371 | 3.6% | $9.48万 | 加仓 |
| USIG | ISHARES TR | $278.93万 | 0.07% | 54,383 | -28,243 | -34.2% | -$144.86万 | 减仓 |
| SHEL | SHELL PLC | $279.07万 | 0.07% | 35,990 | -1,519 | -4.0% | -$11.78万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $279.77万 | 0.07% | 38,771 | -7,590 | -16.4% | -$54.77万 | 减仓 |
| IWS | ISHARES TR | $281.21万 | 0.07% | 17,084 | 3 | 0.0% | $494 | 加仓 |
| META | META PLATFORMS INC 看跌期权 | $281.64万 | 0.07% | 5,000 | 5,000 | — | $281.64万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $282.46万 | 0.07% | 56,054 | 2,278 | 4.2% | $11.48万 | 加仓 |
| AZN | ASTRAZENECA PLC | $282.86万 | 0.07% | 14,917 | -3,653 | -19.7% | -$69.27万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $290.21万 | 0.08% | 123,073 | 9,446 | 8.3% | $22.27万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $290.97万 | 0.08% | 22,987 | 1,567 | 7.3% | $19.84万 | 加仓 |
| RIO | RIO TINTO PLC | $291.84万 | 0.08% | 30,743 | 8,946 | 41.0% | $84.92万 | 加仓 |
| DE | DEERE & CO | $294.65万 | 0.08% | 4,646 | 304 | 7.0% | $19.28万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $298.07万 | 0.08% | 85,089 | 47,866 | 128.6% | $167.67万 | 加仓 |
| DIS | DISNEY WALT CO | $299.37万 | 0.08% | 31,103 | 1,208 | 4.0% | $11.63万 | 加仓 |
| RBLX | ROBLOX CORP | $302.80万 | 0.08% | 55,682 | 4,943 | 9.7% | $26.88万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $303.40万 | 0.08% | 6,108 | -558 | -8.4% | -$27.72万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $303.56万 | 0.08% | 71,695 | 5,191 | 7.8% | $21.98万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $306.93万 | 0.08% | 122,480 | 10,084 | 9.0% | $25.27万 | 加仓 |
| MOAT | VANECK ETF TRUST | $309.54万 | 0.08% | 29,775 | 643 | 2.2% | $6.68万 | 加仓 |
| AMGN | AMGEN INC | $309.93万 | 0.08% | 8,559 | -8,636 | -50.2% | -$312.72万 | 减仓 |
| SUB | ISHARES TR | $310.44万 | 0.08% | 29,158 | 700 | 2.5% | $7.45万 | 加仓 |
| ETN | EATON CORP PLC | $318.03万 | 0.08% | 7,463 | 268 | 3.7% | $11.42万 | 加仓 |
| LIN | LINDE PLC | $321.16万 | 0.08% | 6,189 | 109 | 1.8% | $5.66万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $323.19万 | 0.08% | 64,799 | -2,495 | -3.7% | -$12.44万 | 减仓 |
| WM | WASTE MGMT INC DEL | $323.78万 | 0.08% | 14,528 | 360 | 2.5% | $8.02万 | 加仓 |
| SHOP | SHOPIFY INC | $326.52万 | 0.09% | 28,597 | -3,652 | -11.3% | -$41.70万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $326.56万 | 0.09% | 139,317 | 3,064 | 2.2% | $7.18万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $330.04万 | 0.09% | 18,516 | 791 | 4.5% | $14.10万 | 加仓 |
| VLO | VALERO ENERGY CORP | $331.77万 | 0.09% | 12,739 | 501 | 4.1% | $13.05万 | 加仓 |
| WFC | WELLS FARGO & CO | $333.30万 | 0.09% | 40,332 | 1,002 | 2.5% | $8.28万 | 加仓 |
| SHY | ISHARES TR | $334.15万 | 0.09% | 40,696 | -1,178 | -2.8% | -$9.67万 | 减仓 |
| T | AT&T INC | $335.35万 | 0.09% | 162,004 | -3,159 | -1.9% | -$6.54万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $336.29万 | 0.09% | 27,694 | 2,272 | 8.9% | $27.59万 | 加仓 |
| CVS | CVS HEALTH CORP | $337.32万 | 0.09% | 32,607 | -473 | -1.4% | -$4.89万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $337.67万 | 0.09% | 35,017 | 1,035 | 3.0% | $9.98万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $337.96万 | 0.09% | 49,693 | 30 | 0.1% | $2,040 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $337.98万 | 0.09% | 21,906 | -905 | -4.0% | -$13.96万 | 减仓 |
| SGOL | ETFS GOLD TR | $339.24万 | 0.09% | 88,736 | 3,332 | 3.9% | $12.74万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $341.33万 | 0.09% | 41,855 | -1,251 | -2.9% | -$10.20万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $346.14万 | 0.09% | 4,535 | 1,454 | 47.2% | $110.98万 | 加仓 |
| IEI | ISHARES TR | $347.22万 | 0.09% | 29,564 | -4,148 | -12.3% | -$48.72万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $348.38万 | 0.09% | 55,395 | 2,512 | 4.8% | $15.80万 | 加仓 |
| AMLP | ALPS ETF TR | $348.53万 | 0.09% | 67,219 | 5,265 | 8.5% | $27.30万 | 加仓 |
| UNP | UNION PAC CORP | $352.09万 | 0.09% | 12,944 | 1,489 | 13.0% | $40.50万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $357.38万 | 0.09% | 11,255 | -540 | -4.6% | -$17.15万 | 减仓 |
| EFG | ISHARES TR | $360.45万 | 0.09% | 28,970 | 7,480 | 34.8% | $93.07万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $365.00万 | 0.10% | 90,774 | 41,750 | 85.2% | $167.88万 | 加仓 |
| ENB | ENBRIDGE INC | $374.98万 | 0.10% | 69,171 | 16,698 | 31.8% | $90.52万 | 加仓 |
| GLD | SPDR GOLD TR | $377.73万 | 0.10% | 10,254 | 818 | 8.7% | $30.13万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $381.43万 | 0.10% | 11,276 | 602 | 5.6% | $20.36万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $385.43万 | 0.10% | 21,306 | 3,691 | 21.0% | $66.77万 | 加仓 |
| IVW | ISHARES TR | $387.96万 | 0.10% | 28,209 | 2,390 | 9.3% | $32.87万 | 加仓 |
| SAN | BANCO SANTANDER SA | $391.92万 | 0.10% | 283,998 | 21,517 | 8.2% | $29.69万 | 加仓 |
| HD | HOME DEPOT INC | $397.49万 | 0.10% | 11,270 | 1,895 | 20.2% | $66.84万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $403.60万 | 0.11% | 7,726 | -1,071 | -12.2% | -$55.95万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $409.44万 | 0.11% | 205,851 | 21,706 | 11.8% | $43.17万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $412.56万 | 0.11% | 49,521 | 12,282 | 33.0% | $102.32万 | 加仓 |
| — | TRIO TECH INTL | $412.60万 | 0.11% | 334,899 | -286,601 | -46.1% | -$353.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $413.68万 | 0.11% | 59,182 | -233 | -0.4% | -$1.63万 | 减仓 |
| IVE | ISHARES TR | $416.01万 | 0.11% | 18,322 | -905 | -4.7% | -$20.55万 | 减仓 |
| MCD | MCDONALDS CORP | $416.70万 | 0.11% | 15,416 | -1,642 | -9.6% | -$44.38万 | 减仓 |
| VO | VANGUARD INDEX FDS | $431.70万 | 0.11% | 53,581 | 265 | 0.5% | $2.14万 | 加仓 |
| ESGU | ISHARES TR | $432.10万 | 0.11% | 26,401 | 6,026 | 29.6% | $98.63万 | 加仓 |