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
AVGO 加仓+$1,303.77万
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 |
|---|---|---|---|---|---|---|---|---|
| FTNT | FORTINET INC | $443.14万 | 0.12% | 28,846 | 354 | 1.2% | $5.44万 | 加仓 |
| IWX | ISHARES TR | $460.16万 | 0.12% | 43,758 | -3,260 | -6.9% | -$34.28万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $460.34万 | 0.12% | 95,665 | -6,054 | -6.0% | -$29.13万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $466.21万 | 0.12% | 7,299 | 416 | 6.0% | $26.57万 | 加仓 |
| TJX | TJX COS INC NEW | $469.51万 | 0.12% | 30,991 | -555 | -1.8% | -$8.41万 | 减仓 |
| RY | ROYAL BK CDA | $471.86万 | 0.12% | 22,798 | 1,007 | 4.6% | $20.84万 | 加仓 |
| NVS | NOVARTIS AG | $482.05万 | 0.13% | 30,759 | 181 | 0.6% | $2.84万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $498.19万 | 0.13% | 21,055 | 522 | 2.5% | $12.35万 | 加仓 |
| CMF | ISHARES TR | $500.81万 | 0.13% | 86,886 | -12,975 | -13.0% | -$74.79万 | 减仓 |
| PPG | PPG INDS INC | $502.26万 | 0.13% | 41,410 | 20,995 | 102.8% | $254.65万 | 加仓 |
| VGT | VANGUARD WORLD FD | $507.11万 | 0.13% | 42,429 | 2,181 | 5.4% | $26.07万 | 加仓 |
| MS | MORGAN STANLEY | $511.74万 | 0.13% | 24,480 | 2,681 | 12.3% | $56.04万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $513.11万 | 0.13% | 40,613 | 1,488 | 3.8% | $18.80万 | 加仓 |
| BA | BOEING CO | $515.99万 | 0.13% | 23,836 | -122 | -0.5% | -$2.64万 | 减仓 |
| NFLX | NETFLIX INC. | $528.24万 | 0.14% | 73,984 | -9,396 | -11.3% | -$67.09万 | 减仓 |
| GE | GE AEROSPACE | $529.46万 | 0.14% | 14,167 | -8,568 | -37.7% | -$320.21万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $548.73万 | 0.14% | 16,091 | 766 | 5.0% | $26.12万 | 加仓 |
| C | CITIGROUP INC | $553.61万 | 0.14% | 39,555 | 3,226 | 8.9% | $45.15万 | 加仓 |
| KO | COCA COLA CO | $564.34万 | 0.15% | 69,440 | 5,818 | 9.1% | $47.28万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $564.63万 | 0.15% | 13,585 | 5,675 | 71.7% | $235.87万 | 加仓 |
| IEF | ISHARES TR | $572.97万 | 0.15% | 60,587 | -768 | -1.3% | -$7.26万 | 减仓 |
| NOW | SERVICENOW INC | $576.00万 | 0.15% | 58,018 | 39,022 | 205.4% | $387.41万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $583.97万 | 0.15% | 175,418 | 50,189 | 40.1% | $167.08万 | 加仓 |
| PFE | PFIZER INC | $584.44万 | 0.15% | 242,706 | 159,955 | 193.3% | $385.17万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $596.09万 | 0.16% | 41,221 | -215 | -0.5% | -$3.11万 | 减仓 |
| LQD | ISHARES TR | $609.51万 | 0.16% | 55,882 | 3,675 | 7.0% | $40.08万 | 加仓 |
| VV | VANGUARD INDEX FDS | $626.75万 | 0.16% | 18,224 | -64 | -0.3% | -$2.20万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $630.66万 | 0.16% | 37,124 | 22,647 | 156.4% | $384.73万 | 加仓 |
| ORCL | ORACLE CORP | $638.56万 | 0.17% | 43,573 | 23,290 | 114.8% | $341.31万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $645.35万 | 0.17% | 73,527 | -11,971 | -14.0% | -$105.07万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $646.02万 | 0.17% | 178,805 | 3,840 | 2.2% | $13.87万 | 加仓 |
| TLT | ISHARES TR | $665.72万 | 0.17% | 77,034 | 11,617 | 17.8% | $100.39万 | 加仓 |
| KLAC | KLA CORP | $666.90万 | 0.17% | 22,104 | -266 | -1.2% | -$8.03万 | 减仓 |
| QUAL | ISHARES TR | $668.04万 | 0.17% | 30,445 | -4,713 | -13.4% | -$103.42万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $692.58万 | 0.18% | 13,485 | 4 | 0.0% | $2,054 | 加仓 |
| EFA | ISHARES TR | $693.76万 | 0.18% | 66,785 | -2,485 | -3.6% | -$25.81万 | 减仓 |
| IWB | ISHARES TR | $716.29万 | 0.19% | 17,492 | -4,524 | -20.5% | -$185.26万 | 减仓 |
| ITOT | ISHARES TR | $739.30万 | 0.19% | 45,005 | 1,897 | 4.4% | $31.16万 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $741.99万 | 0.19% | 21,000 | -3,100 | -12.9% | -$109.53万 | 减仓 |
| CSHI | NEOS ETF TRUST | $742.49万 | 0.19% | 149,064 | -22,866 | -13.3% | -$113.90万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $749.01万 | 0.20% | 154,658 | -12,058 | -7.2% | -$58.40万 | 减仓 |
| IWY | ISHARES TR | $750.47万 | 0.20% | 25,823 | 2,365 | 10.1% | $68.73万 | 加仓 |
| RTX | RTX CORPORATION | $752.82万 | 0.20% | 39,678 | 8,065 | 25.5% | $153.02万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $753.86万 | 0.20% | 79,278 | 3,403 | 4.5% | $32.36万 | 加仓 |
| CVX | CHEVRON CORPORATION | $754.54万 | 0.20% | 45,520 | 524 | 1.2% | $8.69万 | 加仓 |
| EMXC | ISHARES INC | $754.74万 | 0.20% | 73,777 | 35 | 0.0% | $3,581 | 加仓 |
| IEMG | ISHARES INC | $757.92万 | 0.20% | 91,492 | -420 | -0.5% | -$3.48万 | 减仓 |
| DLS | WISDOMTREE TR | $760.77万 | 0.20% | 90,795 | 7,648 | 9.2% | $64.08万 | 加仓 |
| SNDK | SANDISK CORP | $790.65万 | 0.21% | 3,477 | 555 | 19.0% | $126.20万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $798.08万 | 0.21% | 102,436 | 2,582 | 2.6% | $20.12万 | 加仓 |
| IAU | ISHARES GOLD TR | $838.34万 | 0.22% | 111,023 | -9,071 | -7.6% | -$68.50万 | 减仓 |
| IGSB | ISHARES TR | $842.51万 | 0.22% | 160,754 | -3,545 | -2.2% | -$18.58万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $857.94万 | 0.22% | 73,535 | 599 | 0.8% | $6.99万 | 加仓 |
| V | VISA INC | $869.58万 | 0.23% | 25,346 | 4,819 | 23.5% | $165.33万 | 加仓 |
| GEV | GE VERNOVA INC | $877.80万 | 0.23% | 7,471 | 3,618 | 93.9% | $425.10万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $892.95万 | 0.23% | 8,829 | 662 | 8.1% | $66.95万 | 加仓 |
| IGIB | ISHARES TR | $893.43万 | 0.23% | 168,033 | -832 | -0.5% | -$4.42万 | 减仓 |
| USRT | ISHARES TR | $917.01万 | 0.24% | 137,999 | -3,709 | -2.6% | -$24.65万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $918.63万 | 0.24% | 30,838 | -6,761 | -18.0% | -$201.40万 | 减仓 |
| AMAT | APPLIED MATLS INC | $933.07万 | 0.24% | 12,906 | 709 | 5.8% | $51.26万 | 加仓 |
| CRWV | COREWEAVE INC | $943.16万 | 0.25% | 94,752 | 6,651 | 7.5% | $66.20万 | 加仓 |
| IJT | ISHARES TR | $949.26万 | 0.25% | 53,150 | 486 | 0.9% | $8.68万 | 加仓 |
| SGOV | ISHARES TR | $965.43万 | 0.25% | 95,900 | 32,298 | 50.8% | $325.14万 | 加仓 |
| BAC | BANK OF AMER CORP | $967.50万 | 0.25% | 169,796 | 6,766 | 4.2% | $38.55万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $970.83万 | 0.25% | 306,159 | 3,614 | 1.2% | $11.46万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,016.27万 | 0.26% | 69,303 | 31,831 | 84.9% | $466.77万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,022.69万 | 0.27% | 116,373 | 29,519 | 34.0% | $259.41万 | 加仓 |
| ASML | ASML HLDG NV | $1,046.58万 | 0.27% | 5,261 | -12 | -0.2% | -$2.39万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,053.78万 | 0.27% | 11,265 | -498 | -4.2% | -$46.59万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,054.76万 | 0.27% | 55,362 | 7,237 | 15.0% | $137.88万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,087.52万 | 0.28% | 119,850 | 86,955 | 264.3% | $789.03万 | 加仓 |
| WMT | WALMART INC | $1,090.57万 | 0.28% | 96,289 | 6,459 | 7.2% | $73.15万 | 加仓 |
| — | EXXON MOBIL CORP | $1,112.65万 | 0.29% | 81,382 | -22,460 | -21.6% | -$307.07万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,113.73万 | 0.29% | 206,170 | 12,764 | 6.6% | $68.95万 | 加仓 |
| MUB | ISHARES TR | $1,125.91万 | 0.29% | 104,620 | -28,737 | -21.5% | -$309.27万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $1,129.37万 | 0.29% | 496,108 | 69,159 | 16.2% | $157.44万 | 加仓 |
| CSCO | CISCO SYS INC | $1,165.48万 | 0.30% | 99,224 | 31,484 | 46.5% | $369.81万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,167.60万 | 0.30% | 26,945 | 9,792 | 57.1% | $424.31万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,189.29万 | 0.31% | 42,292 | 8,054 | 23.5% | $226.49万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1,201.57万 | 0.31% | 463,212 | 91,579 | 24.6% | $237.56万 | 加仓 |
| INTC | INTEL CORP | $1,219.14万 | 0.32% | 87,311 | -37,778 | -30.2% | -$527.50万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,231.99万 | 0.32% | 223,958 | 15,639 | 7.5% | $86.03万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,250.35万 | 0.33% | 21,524 | -1,774 | -7.6% | -$103.05万 | 减仓 |
| IWM | ISHARES TR | $1,268.25万 | 0.33% | 42,212 | -238 | -0.6% | -$7.15万 | 减仓 |
| MRK | MERCK & CO INC | $1,301.66万 | 0.34% | 101,296 | 7,734 | 8.3% | $99.38万 | 加仓 |
| LLY | ELI LILLY & CO | $1,307.36万 | 0.34% | 10,900 | 963 | 9.7% | $115.50万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $1,389.02万 | 0.36% | 282,956 | 43,471 | 18.2% | $213.40万 | 加仓 |
| IJR | ISHARES TR | $1,442.81万 | 0.38% | 97,283 | 6,234 | 6.8% | $92.46万 | 加仓 |
| FIG | FIGMA INC | $1,463.53万 | 0.38% | 809,025 | -70,191 | -8.0% | -$126.98万 | 减仓 |
| HGER | HARBOR ETF TRUST | $1,537.89万 | 0.40% | 524,162 | 144,204 | 38.0% | $423.09万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,566.71万 | 0.41% | 42,841 | 4,953 | 13.1% | $181.13万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,596.10万 | 0.42% | 65,686 | 5,128 | 8.5% | $124.61万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,607.51万 | 0.42% | 128,848 | 8,499 | 7.1% | $106.03万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,671.01万 | 0.44% | 65,795 | 4,405 | 7.2% | $111.87万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $1,715.58万 | 0.45% | 216,923 | 15,539 | 7.7% | $122.89万 | 加仓 |
| COWZ | PACER FDS TR | $1,739.91万 | 0.45% | 279,729 | 22,980 | 9.0% | $142.94万 | 加仓 |
| TSLA | TESLA INC | $1,776.73万 | 0.46% | 42,245 | -879 | -2.0% | -$36.97万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,794.84万 | 0.47% | 354,852 | 43,088 | 13.8% | $217.94万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,884.90万 | 0.49% | 680,467 | -1,298 | -0.2% | -$3.60万 | 减仓 |
| — | THOR FINL TECHNOLOGIES TR | $1,923.21万 | 0.50% | 576,834 | 46,479 | 8.8% | $154.96万 | 加仓 |