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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $1,602.99万 | 0.49% | 43,124 | -7,633 | -15.0% | -$283.73万 | 减仓 |
| COWZ | PACER FDS TR | $1,606.22万 | 0.49% | 256,749 | -33,481 | -11.5% | -$209.46万 | 减仓 |
| IWF | ISHARES TR | $1,630.47万 | 0.50% | 38,238 | 12,493 | 48.5% | $532.70万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,652.38万 | 0.51% | 658,318 | 637 | 0.1% | $1.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,678.42万 | 0.51% | 28,089 | -56,358 | -66.7% | -$3,367.59万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,687.37万 | 0.52% | 681,765 | -32,169 | -4.5% | -$79.62万 | 减仓 |
| — | THOR FINL TECHNOLOGIES TR | $1,692.36万 | 0.52% | 530,355 | -3,173 | -0.6% | -$10.13万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,723.14万 | 0.53% | 29,854 | 1,611 | 5.7% | $92.98万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,728.06万 | 0.53% | 26,572 | 1,462 | 5.8% | $95.08万 | 加仓 |
| — | EXXON MOBIL CORP | $1,761.79万 | 0.54% | 103,842 | 30,311 | 41.2% | $514.26万 | 加仓 |
| FIG | FIGMA INC | $1,858.66万 | 0.57% | 879,216 | -32,126 | -3.5% | -$67.91万 | 减仓 |
| IFRA | ISHARES TR | $1,897.93万 | 0.58% | 331,806 | -5,754 | -1.7% | -$32.91万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $2,034.15万 | 0.62% | 774,031 | 172,482 | 28.7% | $453.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,230.65万 | 0.68% | 75,831 | -4,028 | -5.0% | -$118.49万 | 减仓 |
| IEFA | ISHARES TR | $2,237.24万 | 0.69% | 247,127 | 37,559 | 17.9% | $340.02万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,468.37万 | 0.76% | 76,942 | -3,634 | -4.5% | -$116.58万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $2,510.90万 | 0.77% | 483,516 | -95,406 | -16.5% | -$495.44万 | 减仓 |
| IYW | ISHARES TR | $2,519.62万 | 0.77% | 138,883 | 5,237 | 3.9% | $95.01万 | 加仓 |
| IUSB | ISHARES TR | $2,925.91万 | 0.90% | 633,452 | 59,455 | 10.4% | $274.62万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,967.82万 | 0.91% | 368,308 | -992 | -0.3% | -$7.99万 | 减仓 |
| AGG | ISHARES TR | $2,969.27万 | 0.91% | 299,111 | 27,484 | 10.1% | $272.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,981.99万 | 0.91% | 62,229 | -933 | -1.5% | -$44.71万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,004.12万 | 0.92% | 153,115 | 25,336 | 19.8% | $497.09万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $3,315.76万 | 1.02% | 478,464 | -63,211 | -11.7% | -$438.05万 | 减仓 |
| NFLT | ETFIS SER TR I | $3,356.13万 | 1.03% | 1,475,222 | -176,107 | -10.7% | -$400.64万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,591.89万 | 1.10% | 137,137 | -17,709 | -11.4% | -$463.83万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,848.54万 | 1.18% | 88,110 | 12,002 | 15.8% | $524.23万 | 加仓 |
| META | META PLATFORMS INC | $3,950.93万 | 1.21% | 69,057 | -3,458 | -4.8% | -$197.84万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,015.96万 | 1.23% | 743,008 | -88,780 | -10.7% | -$479.86万 | 减仓 |
| AVGO | BROADCOM INC | $4,124.57万 | 1.27% | 133,261 | 6,779 | 5.4% | $209.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,294.00万 | 1.32% | 116,001 | -7,044 | -5.7% | -$260.75万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $4,312.28万 | 1.32% | 246,967 | -22,449 | -8.3% | -$391.98万 | 减仓 |
| GOOGL | ALPHABET INC | $4,512.11万 | 1.38% | 156,910 | 1,780 | 1.1% | $51.19万 | 加仓 |
| AMZN | AMAZON COM INC | $4,542.33万 | 1.39% | 218,098 | -15,860 | -6.8% | -$330.32万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $4,945.06万 | 1.52% | 671,518 | -93,327 | -12.2% | -$687.26万 | 减仓 |
| LRGF | ISHARES TR | $5,135.17万 | 1.58% | 778,056 | -19,399 | -2.4% | -$128.03万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,898.43万 | 1.81% | 2,024,864 | -72,953 | -3.5% | -$212.51万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $6,022.05万 | 1.85% | 1,974,442 | -118,801 | -5.7% | -$362.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,042.73万 | 1.85% | 346,487 | -12,622 | -3.5% | -$220.13万 | 减仓 |
| GOOG | ALPHABET INC | $6,304.78万 | 1.93% | 219,786 | -19,180 | -8.0% | -$550.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,978.45万 | 2.14% | 1,089,021 | -125,502 | -10.3% | -$804.22万 | 减仓 |
| INTF | ISHARES TR | $7,543.68万 | 2.31% | 1,936,262 | -69,409 | -3.5% | -$270.42万 | 减仓 |
| IVV | ISHARES TR | $9,436.71万 | 2.90% | 144,467 | 5,248 | 3.8% | $342.80万 | 加仓 |
| AAPL | APPLE INC | $1.19亿 | 3.65% | 468,351 | -1,402 | -0.3% | -$35.58万 | 减仓 |