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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $366.47万 | 0.11% | 17,153 | 1,529 | 9.8% | $32.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $371.05万 | 0.11% | 59,415 | 5,926 | 11.1% | $37.01万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $372.41万 | 0.11% | 37,599 | 7,182 | 23.6% | $71.14万 | 加仓 |
| SGOL | ETFS GOLD TR | $381.07万 | 0.12% | 85,404 | 360 | 0.4% | $1.61万 | 加仓 |
| SHOP | SHOPIFY INC | $382.54万 | 0.12% | 32,249 | -856 | -2.6% | -$10.15万 | 减仓 |
| VO | VANGUARD INDEX FDS | $382.77万 | 0.12% | 13,329 | -28,706 | -68.3% | -$824.36万 | 减仓 |
| IEI | ISHARES TR | $399.83万 | 0.12% | 33,712 | -1,345 | -3.8% | -$15.95万 | 减仓 |
| IVE | ISHARES TR | $405.98万 | 0.12% | 19,227 | 12,099 | 169.7% | $255.47万 | 加仓 |
| GLD | SPDR GOLD TR | $406.02万 | 0.12% | 9,436 | 68 | 0.7% | $2.93万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $407.46万 | 0.13% | 8,797 | 344 | 4.1% | $15.93万 | 加仓 |
| C | CITIGROUP INC | $412.01万 | 0.13% | 36,329 | 7 | 0.0% | $794 | 加仓 |
| AMAT | APPLIED MATLS INC | $416.87万 | 0.13% | 12,197 | 1,440 | 13.4% | $49.22万 | 加仓 |
| USIG | ISHARES TR | $423.30万 | 0.13% | 82,626 | 903 | 1.1% | $4.63万 | 加仓 |
| IWX | ISHARES TR | $435.72万 | 0.13% | 47,018 | 38,725 | 467.0% | $358.86万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $441.58万 | 0.14% | 20,533 | -209 | -1.0% | -$4.49万 | 减仓 |
| INSM | INSMED INC | $455.60万 | 0.14% | 27,862 | 211 | 0.8% | $3.45万 | 加仓 |
| NVS | NOVARTIS AG | $467.08万 | 0.14% | 30,578 | 3,544 | 13.1% | $54.13万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $473.96万 | 0.15% | 23,298 | -14,732 | -38.7% | -$299.70万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $475.44万 | 0.15% | 101,719 | 3,162 | 3.2% | $14.78万 | 加仓 |
| BA | BOEING CO | $476.84万 | 0.15% | 23,958 | 721 | 3.1% | $14.35万 | 加仓 |
| T | AT&T INC | $478.81万 | 0.15% | 165,163 | 22,043 | 15.4% | $63.90万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $481.13万 | 0.15% | 125,229 | 17,502 | 16.2% | $67.24万 | 加仓 |
| KO | COCA COLA CO | $483.84万 | 0.15% | 63,622 | 1,839 | 3.0% | $13.99万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $491.55万 | 0.15% | 41,436 | 80 | 0.2% | $9,490 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $494.24万 | 0.15% | 81,491 | 57,858 | 244.8% | $350.91万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $499.97万 | 0.15% | 14,799 | 962 | 7.0% | $32.50万 | 加仓 |
| TJX | TJX COS INC NEW | $503.80万 | 0.15% | 31,546 | 5,558 | 21.4% | $88.76万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $508.80万 | 0.16% | 174,965 | -12,303 | -6.6% | -$35.78万 | 减仓 |
| CSCO | CISCO SYS INC | $525.60万 | 0.16% | 67,740 | 1,727 | 2.6% | $13.40万 | 加仓 |
| MCD | MCDONALDS CORP | $530.14万 | 0.16% | 17,058 | 1,441 | 9.2% | $44.78万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $541.25万 | 0.17% | 37,472 | -170 | -0.5% | -$2.46万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $545.29万 | 0.17% | 39,125 | 2,977 | 8.2% | $41.49万 | 加仓 |
| VV | VANGUARD INDEX FDS | $546.53万 | 0.17% | 18,288 | -212 | -1.1% | -$6.34万 | 减仓 |
| INTC | INTEL CORP | $552.02万 | 0.17% | 125,089 | -2,817 | -2.2% | -$12.43万 | 减仓 |
| COP | CONOCOPHILLIPS | $554.19万 | 0.17% | 41,984 | 24,886 | 145.5% | $328.50万 | 加仓 |
| TLT | ISHARES TR | $567.11万 | 0.17% | 65,417 | -2,424 | -3.6% | -$21.01万 | 减仓 |
| CMF | ISHARES TR | $567.81万 | 0.17% | 99,861 | 14,429 | 16.9% | $82.04万 | 加仓 |
| LQD | ISHARES TR | $569.01万 | 0.17% | 52,207 | -19,138 | -26.8% | -$208.59万 | 减仓 |
| EMXC | ISHARES INC | $580.05万 | 0.18% | 73,742 | -4,102 | -5.3% | -$32.27万 | 减仓 |
| IWY | ISHARES TR | $583.73万 | 0.18% | 23,458 | 21,461 | 1,074.7% | $534.04万 | 加仓 |
| IEF | ISHARES TR | $585.57万 | 0.18% | 61,355 | -1,880 | -3.0% | -$17.94万 | 减仓 |
| USFR | WISDOMTREE TR | $601.58万 | 0.18% | 119,503 | 89,379 | 296.7% | $449.94万 | 加仓 |
| AMGN | AMGEN INC | $605.00万 | 0.19% | 17,195 | 7,818 | 83.4% | $275.07万 | 加仓 |
| RTX | RTX CORPORATION | $609.81万 | 0.19% | 31,613 | 1,603 | 5.3% | $30.92万 | 加仓 |
| ITOT | ISHARES TR | $613.99万 | 0.19% | 43,108 | 20,761 | 92.9% | $295.70万 | 加仓 |
| V | VISA INC | $620.39万 | 0.19% | 20,527 | -1,595 | -7.2% | -$48.21万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $625.89万 | 0.19% | 75,875 | 1,241 | 1.7% | $10.24万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $639.58万 | 0.20% | 48,125 | -1,348 | -2.7% | -$17.91万 | 减仓 |
| SGOV | ISHARES TR | $640.22万 | 0.20% | 63,602 | 7,564 | 13.5% | $76.14万 | 加仓 |
| IEMG | ISHARES INC | $641.09万 | 0.20% | 91,912 | 37,232 | 68.1% | $259.70万 | 加仓 |
| GE | GE AEROSPACE | $645.16万 | 0.20% | 22,735 | -1,076 | -4.5% | -$30.53万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $664.78万 | 0.20% | 86,854 | 51,333 | 144.5% | $392.90万 | 加仓 |
| EFA | ISHARES TR | $672.81万 | 0.21% | 69,270 | -1,596 | -2.3% | -$15.50万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $673.60万 | 0.21% | 13,481 | -2,139 | -13.7% | -$106.88万 | 减仓 |
| QUAL | ISHARES TR | $674.35万 | 0.21% | 35,158 | 5,529 | 18.7% | $106.05万 | 加仓 |
| DLS | WISDOMTREE TR | $677.65万 | 0.21% | 83,147 | -2,254 | -2.6% | -$18.37万 | 减仓 |
| CRWV | COREWEAVE INC | $682.52万 | 0.21% | 88,101 | 1,024 | 1.2% | $7.93万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $690.90万 | 0.21% | 8,167 | -411 | -4.8% | -$34.77万 | 减仓 |
| GOOG | ALPHABET INC 看跌期权 | $691.33万 | 0.21% | 24,100 | 24,100 | — | $691.33万 | 新建仓 |
| ASML | ASML HLDG NV | $696.56万 | 0.21% | 5,273 | 537 | 11.3% | $70.94万 | 加仓 |
| FLOT | ISHARES TR | $755.96万 | 0.23% | 148,373 | 9,640 | 6.9% | $49.12万 | 加仓 |
| IJT | ISHARES TR | $762.10万 | 0.23% | 52,664 | -1,625 | -3.0% | -$23.52万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $782.96万 | 0.24% | 99,854 | 26,246 | 35.7% | $205.80万 | 加仓 |
| IWB | ISHARES TR | $784.99万 | 0.24% | 22,016 | 9,021 | 69.4% | $321.65万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $794.11万 | 0.24% | 85,498 | 553 | 0.7% | $5.14万 | 加仓 |
| BAC | BANK AMERICA CORP | $794.77万 | 0.24% | 163,030 | -13,231 | -7.5% | -$64.50万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $801.07万 | 0.25% | 166,716 | -14,284 | -7.9% | -$68.63万 | 减仓 |
| NFLX | NETFLIX INC. | $801.70万 | 0.25% | 83,380 | -8,270 | -9.0% | -$79.52万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $829.89万 | 0.25% | 34,238 | 2 | 0.0% | $485 | 加仓 |
| USRT | ISHARES TR | $838.77万 | 0.26% | 141,708 | 602 | 0.4% | $3.56万 | 加仓 |
| CSHI | NEOS ETF TRUST | $855.85万 | 0.26% | 171,930 | 14,614 | 9.3% | $72.75万 | 加仓 |
| IGSB | ISHARES TR | $863.56万 | 0.26% | 164,299 | -20,417 | -11.1% | -$107.31万 | 减仓 |
| IGIB | ISHARES TR | $898.70万 | 0.28% | 168,865 | -59,172 | -25.9% | -$314.91万 | 减仓 |
| LLY | ELI LILLY & CO | $913.98万 | 0.28% | 9,937 | -292 | -2.9% | -$26.86万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $928.21万 | 0.28% | 302,545 | 13,082 | 4.5% | $40.14万 | 加仓 |
| CVX | CHEVRON CORPORATION | $930.95万 | 0.29% | 44,996 | 3,087 | 7.4% | $63.87万 | 加仓 |
| MINT | PIMCO ETF TR | $941.20万 | 0.29% | 93,587 | 5,704 | 6.5% | $57.36万 | 加仓 |
| ABBV | ABBVIE INC | $948.23万 | 0.29% | 43,599 | -742 | -1.7% | -$16.14万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $970.58万 | 0.30% | 426,949 | -45,947 | -9.7% | -$104.45万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,009.51万 | 0.31% | 208,319 | 22,815 | 12.3% | $110.56万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,020.80万 | 0.31% | 193,406 | 9,643 | 5.2% | $50.90万 | 加仓 |
| IWM | ISHARES TR | $1,052.75万 | 0.32% | 42,450 | -806 | -1.9% | -$19.99万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,058.75万 | 0.32% | 120,094 | -8,263 | -6.4% | -$72.85万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,066.91万 | 0.33% | 72,936 | -12,381 | -14.5% | -$181.11万 | 减仓 |
| WMT | WALMART INC | $1,116.41万 | 0.34% | 89,830 | 11 | 0.0% | $1,367 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1,123.08万 | 0.34% | 371,633 | 432 | 0.1% | $1.31万 | 加仓 |
| MRK | MERCK & CO INC | $1,125.46万 | 0.35% | 93,562 | 30,627 | 48.7% | $368.41万 | 加仓 |
| IJR | ISHARES TR | $1,131.83万 | 0.35% | 91,049 | 5,234 | 6.1% | $65.06万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,145.15万 | 0.35% | 37,888 | 3,814 | 11.2% | $115.28万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,172.10万 | 0.36% | 11,763 | 2,031 | 20.9% | $202.37万 | 加仓 |
| HGER | HARBOR ETF TRUST | $1,178.25万 | 0.36% | 379,958 | 6,866 | 1.8% | $21.29万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $1,182.57万 | 0.36% | 239,485 | -33,443 | -12.3% | -$165.14万 | 减仓 |
| CAT | CATERPILLAR INC | $1,278.17万 | 0.39% | 18,042 | -135 | -0.7% | -$9.56万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,315.62万 | 0.40% | 60,558 | 3,540 | 6.2% | $76.91万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,329.49万 | 0.41% | 120,349 | 28,173 | 30.6% | $311.23万 | 加仓 |
| MUB | ISHARES TR | $1,415.58万 | 0.43% | 133,357 | 73,240 | 121.8% | $777.44万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,480.63万 | 0.45% | 43,812 | 305 | 0.7% | $10.31万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,500.62万 | 0.46% | 61,390 | 2,169 | 3.7% | $53.02万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $1,518.64万 | 0.47% | 201,384 | -76,425 | -27.5% | -$576.32万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,555.39万 | 0.48% | 311,764 | -55,359 | -15.1% | -$276.19万 | 减仓 |