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 |
|---|---|---|---|---|---|---|---|---|
| WU | WESTERN UN CO | $8.05万 | 0.00% | 10,458 | -12,222 | -53.9% | -$9.41万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $9.21万 | 0.00% | 10,523 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $9.26万 | 0.00% | 41,172 | 13,728 | 50.0% | $3.09万 | 加仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $9.47万 | 0.00% | 21,000 | 21,000 | — | $9.47万 | 新建仓 |
| — | BLACKROCK TCP CAPITAL CORP | $9.58万 | 0.00% | 28,522 | 255 | 0.9% | $857 | 加仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $9.65万 | 0.00% | 11,879 | -261 | -2.1% | -$2,119 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $9.69万 | 0.00% | 10,321 | -440 | -4.1% | -$4,132 | 减仓 |
| ASAN | ASANA INC | $10.09万 | 0.00% | 14,411 | -939 | -6.1% | -$6,573 | 减仓 |
| SNAP | SNAP INC | $11.18万 | 0.00% | 25,173 | 25,173 | — | $11.18万 | 新建仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $11.28万 | 0.00% | 14,710 | 57 | 0.4% | $437 | 加仓 |
| ACCO | ACCO BRANDS CORP | $11.67万 | 0.00% | 28,064 | 42 | 0.1% | $175 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $11.95万 | 0.00% | 14,626 | 14,626 | — | $11.95万 | 新建仓 |
| TKC | TURKCELL ILETISIM | $12.49万 | 0.00% | 21,246 | -512 | -2.4% | -$3,011 | 减仓 |
| DNN | DENISON MINES CORP | $12.61万 | 0.00% | 41,200 | 0 | 0.0% | — | 不变 |
| MFM | ABERDEEN MUN INCOME FD | $13.59万 | 0.00% | 24,183 | 4,588 | 23.4% | $2.58万 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $14.00万 | 0.00% | 66,685 | -5,880 | -8.1% | -$1.23万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $14.34万 | 0.00% | 25,337 | -1,456 | -5.4% | -$8,241 | 减仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $14.65万 | 0.00% | 11,909 | 10 | 0.1% | $123 | 加仓 |
| — | HANCOCK JOHN PREM DIVID FD | $14.90万 | 0.00% | 11,504 | 0 | 0.0% | — | 不变 |
| — | PIMCO STRATEGIC INCOME FD | $15.36万 | 0.00% | 28,189 | -1,450 | -4.9% | -$7,902 | 减仓 |
| — | AXIA ENERGIA SA | $16.06万 | 0.00% | 15,224 | -422 | -2.7% | -$4,452 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $17.18万 | 0.00% | 12,959 | -1,174 | -8.3% | -$1.56万 | 减仓 |
| SSL | SASOL LTD | $17.87万 | 0.00% | 18,195 | 3,517 | 24.0% | $3.45万 | 加仓 |
| SMR | NUSCALE PWR CORP | $18.23万 | 0.00% | 18,175 | 18,175 | — | $18.23万 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $18.50万 | 0.00% | 21,790 | -2,519 | -10.4% | -$2.14万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $18.85万 | 0.00% | 18,285 | -1,857 | -9.2% | -$1.91万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $19.37万 | 0.01% | 23,203 | -5,629 | -19.5% | -$4.70万 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS | $19.45万 | 0.01% | 18,351 | 377 | 2.1% | $3,996 | 加仓 |
| — | MORGAN STANLEY BITCOIN TR | $19.56万 | 0.01% | 11,609 | 11,609 | — | $19.56万 | 新建仓 |
| AOS | SMITH A O CORP | $20.03万 | 0.01% | 3,194 | -236 | -6.9% | -$1.48万 | 减仓 |
| RMBS | RAMBUS INC DEL | $20.15万 | 0.01% | 1,518 | 1,518 | — | $20.15万 | 新建仓 |
| ALC | ALCON AG | $20.15万 | 0.01% | 3,004 | -2,364 | -44.0% | -$15.86万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $20.17万 | 0.01% | 8,718 | -14 | -0.2% | -$324 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $20.21万 | 0.01% | 1,361 | 1,361 | — | $20.21万 | 新建仓 |
| — | GABELLI UTIL TR | $20.23万 | 0.01% | 30,695 | -603 | -1.9% | -$3,974 | 减仓 |
| ONB | OLD NATL BANCORP IND | $20.23万 | 0.01% | 7,811 | 7,811 | — | $20.23万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $20.24万 | 0.01% | 1,762 | 1,762 | — | $20.24万 | 新建仓 |
| FNB | F N B CORP | $20.25万 | 0.01% | 10,612 | 10,612 | — | $20.25万 | 新建仓 |
| IUSG | ISHARES TR | $20.46万 | 0.01% | 1,088 | 1,088 | — | $20.46万 | 新建仓 |
| BXP | BXP INC | $20.52万 | 0.01% | 3,095 | -883 | -22.2% | -$5.86万 | 重新持有 |
| GWRE | GUIDEWIRE SOFTWARE INC | $20.56万 | 0.01% | 1,671 | -401 | -19.4% | -$4.93万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $20.69万 | 0.01% | 2,778 | 39 | 1.4% | $2,905 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $20.86万 | 0.01% | 2,877 | 122 | 4.4% | $8,846 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $20.92万 | 0.01% | 2,430 | -335 | -12.1% | -$2.88万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $20.94万 | 0.01% | 1,520 | -423 | -21.8% | -$5.83万 | 减仓 |
| — | QORVO INC | $20.94万 | 0.01% | 2,245 | 2,245 | — | $20.94万 | 新建仓 |
| URA | GLOBAL X FDS | $21.04万 | 0.01% | 4,814 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $21.04万 | 0.01% | 7,926 | 511 | 6.9% | $1.36万 | 重新持有 |
| ARKK | ARK ETF TR | $21.07万 | 0.01% | 2,607 | -1,517 | -36.8% | -$12.26万 | 减仓 |
| CHE | CHEMED CORP NEW | $21.10万 | 0.01% | 453 | 453 | — | $21.10万 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $21.11万 | 0.01% | 1,730 | 1,730 | — | $21.11万 | 新建仓 |
| RKT | ROCKET COS INC | $21.11万 | 0.01% | 13,405 | -796 | -5.6% | -$1.25万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $21.23万 | 0.01% | 2,110 | 2,110 | — | $21.23万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $21.26万 | 0.01% | 2,586 | -950 | -26.9% | -$7.81万 | 重新持有 |
| KGC | KINROSS GOLD CORP | $21.27万 | 0.01% | 9,006 | -23,082 | -71.9% | -$54.52万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $21.30万 | 0.01% | 6,241 | -1,366 | -18.0% | -$4.66万 | 减仓 |
| XYL | XYLEM INC | $21.36万 | 0.01% | 1,807 | -705 | -28.1% | -$8.33万 | 减仓 |
| CDW | CDW CORP | $21.46万 | 0.01% | 1,526 | 1,526 | — | $21.46万 | 新建仓 |
| KEP | KOREA ELEC PWR CORP | $21.50万 | 0.01% | 17,770 | -887 | -4.8% | -$1.07万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $21.51万 | 0.01% | 1,161 | -82 | -6.6% | -$1.52万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $21.54万 | 0.01% | 716 | -218 | -23.3% | -$6.56万 | 减仓 |
| VIV | TELEFONICA BRASIL SA | $21.56万 | 0.01% | 16,381 | -369 | -2.2% | -$4,856 | 减仓 |
| IYH | ISHARES TR | $21.74万 | 0.01% | 3,244 | -1 | -0.0% | -$67 | 减仓 |
| NNN | NNN REIT INC | $21.77万 | 0.01% | 4,678 | 4,678 | — | $21.77万 | 新建仓 |
| RMD | RESMED INC | $21.79万 | 0.01% | 1,118 | -512 | -31.4% | -$9.98万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $21.80万 | 0.01% | 1,083 | 1,083 | — | $21.80万 | 新建仓 |
| S | SENTINELONE INC | $21.86万 | 0.01% | 12,879 | -501 | -3.7% | -$8,502 | 减仓 |
| AGCO | AGCO CORP | $21.87万 | 0.01% | 1,827 | 1,827 | — | $21.87万 | 新建仓 |
| UMBF | UMB FINL CORP | $21.93万 | 0.01% | 1,536 | 1,536 | — | $21.93万 | 新建仓 |
| SEIC | SEI INVTS CO | $21.97万 | 0.01% | 2,505 | -57 | -2.2% | -$5,000 | 减仓 |
| FDS | FACTSET RESH SYS INC | $22.02万 | 0.01% | 957 | 957 | — | $22.02万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $22.04万 | 0.01% | 2,140 | -58 | -2.6% | -$5,973 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $22.09万 | 0.01% | 1,298 | 1,298 | — | $22.09万 | 新建仓 |
| SF | STIFEL FINL CORP | $22.32万 | 0.01% | 3,199 | -752 | -19.0% | -$5.25万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $22.39万 | 0.01% | 572 | 572 | — | $22.39万 | 新建仓 |
| TSN | TYSON FOODS INC | $22.41万 | 0.01% | 3,915 | 497 | 14.5% | $2.85万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $22.43万 | 0.01% | 1,912 | 1,912 | — | $22.43万 | 新建仓 |
| KVUE | KENVUE INC | $22.47万 | 0.01% | 11,757 | 1,077 | 10.1% | $2.06万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $22.62万 | 0.01% | 1,094 | 1,094 | — | $22.62万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $22.64万 | 0.01% | 4,502 | 4,502 | — | $22.64万 | 新建仓 |
| — | TEUCRIUM COMMODITY TR | $22.68万 | 0.01% | 10,295 | 440 | 4.5% | $9,693 | 加仓 |
| — | CHART INDS INC | $22.71万 | 0.01% | 1,087 | -121 | -10.0% | -$2.53万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $22.78万 | 0.01% | 3,182 | -35 | -1.1% | -$2,506 | 减仓 |
| FSLR | FIRST SOLAR INC | $22.79万 | 0.01% | 966 | -224 | -18.8% | -$5.29万 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $22.81万 | 0.01% | 2,107 | -4,198 | -66.6% | -$45.44万 | 减仓 |
| SAIA | SAIA INC | $22.81万 | 0.01% | 542 | 542 | — | $22.81万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $22.85万 | 0.01% | 2,524 | 2,524 | — | $22.85万 | 新建仓 |
| AOA | ISHARES TR | $23.09万 | 0.01% | 2,366 | -689 | -22.6% | -$6.72万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $23.18万 | 0.01% | 8,941 | 8,941 | — | $23.18万 | 新建仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $23.20万 | 0.01% | 18,009 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $23.29万 | 0.01% | 2,184 | -25,678 | -92.2% | -$273.78万 | 减仓 |
| FTV | FORTIVE CORP | $23.29万 | 0.01% | 3,813 | 3,813 | — | $23.29万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $23.31万 | 0.01% | 1,676 | -200 | -10.7% | -$2.78万 | 减仓 |
| XBB | BONDBLOXX ETF TRUST | $23.33万 | 0.01% | 5,690 | 5,690 | — | $23.33万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $23.35万 | 0.01% | 1,853 | -433 | -18.9% | -$5.46万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $23.36万 | 0.01% | 1,276 | 1,276 | — | $23.36万 | 新建仓 |
| HYDB | ISHARES TR | $23.38万 | 0.01% | 5,000 | -4,912 | -49.6% | -$22.97万 | 减仓 |
| TKR | TIMKEN CO | $23.40万 | 0.01% | 1,610 | 1,610 | — | $23.40万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $23.43万 | 0.01% | 6,360 | 162 | 2.6% | $5,968 | 加仓 |
| — | GABELLI MULTIMEDIA TR INC | $23.50万 | 0.01% | 55,824 | 0 | 0.0% | — | 不变 |