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 |
|---|---|---|---|---|---|---|---|---|
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $20.54万 | 0.01% | 7,702 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $20.56万 | 0.01% | 926 | 926 | — | $20.56万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $20.60万 | 0.01% | 4,643 | -1,318 | -22.1% | -$5.85万 | 重新持有 |
| RELY | REMITLY GLOBAL INC | $20.63万 | 0.01% | 13,165 | 122 | 0.9% | $1,912 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $20.70万 | 0.01% | 9,708 | 9,708 | — | $20.70万 | 新建仓 |
| BILI | BILIBILI INC | $20.70万 | 0.01% | 9,175 | -433 | -4.5% | -$9,768 | 减仓 |
| IT | GARTNER INC | $20.71万 | 0.01% | 1,308 | 1,308 | — | $20.71万 | 新建仓 |
| LEN | LENNAR CORP | $20.87万 | 0.01% | 2,403 | -569 | -19.1% | -$4.94万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $20.96万 | 0.01% | 7,961 | -1,312 | -14.1% | -$3.45万 | 减仓 |
| RRC | RANGE RES CORP | $21.00万 | 0.01% | 4,648 | 4,648 | — | $21.00万 | 新建仓 |
| SMH | VANECK ETF TRUST | $21.01万 | 0.01% | 548 | -1,666 | -75.2% | -$63.86万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $21.04万 | 0.01% | 7,209 | 7,209 | — | $21.04万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $21.04万 | 0.01% | 10,308 | 10,308 | — | $21.04万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $21.05万 | 0.01% | 1,606 | -91 | -5.4% | -$1.19万 | 重新持有 |
| DFAX | DIMENSIONAL ETF TRUST | $21.05万 | 0.01% | 6,198 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $21.19万 | 0.01% | 875 | -51 | -5.5% | -$1.23万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $21.31万 | 0.01% | 2,748 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $21.39万 | 0.01% | 8,229 | -209 | -2.5% | -$5,432 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $21.39万 | 0.01% | 1,127 | 292 | 35.0% | $5.54万 | 重新持有 |
| SNEX | STONEX GROUP INC | $21.40万 | 0.01% | 2,654 | -4,851 | -64.6% | -$39.12万 | 减仓 |
| TRMB | TRIMBLE INC | $21.48万 | 0.01% | 3,293 | -214 | -6.1% | -$1.40万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $21.53万 | 0.01% | 600 | 26 | 4.5% | $9,329 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $21.60万 | 0.01% | 6,163 | 6,163 | — | $21.60万 | 新建仓 |
| TRMD | TORM PLC | $21.71万 | 0.01% | 7,781 | -13,761 | -63.9% | -$38.39万 | 减仓 |
| ETSY | ETSY INC | $21.72万 | 0.01% | 4,346 | 346 | 8.6% | $1.73万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $21.74万 | 0.01% | 11,130 | -18,580 | -62.5% | -$36.29万 | 减仓 |
| U | UNITY SOFTWARE INC | $21.87万 | 0.01% | 9,969 | -2,795 | -21.9% | -$6.13万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $21.89万 | 0.01% | 3,382 | 3,382 | — | $21.89万 | 新建仓 |
| TSN | TYSON FOODS INC | $21.90万 | 0.01% | 3,418 | 3,418 | — | $21.90万 | 新建仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $21.92万 | 0.01% | 652 | -52 | -7.4% | -$1.75万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $21.92万 | 0.01% | 1,299 | 1,299 | — | $21.92万 | 新建仓 |
| RDDT | REDDIT INC | $21.92万 | 0.01% | 1,628 | 4 | 0.2% | $539 | 加仓 |
| — | GABELLI MULTIMEDIA TR INC | $21.94万 | 0.01% | 55,824 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $22.03万 | 0.01% | 1,541 | 1,541 | — | $22.03万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $22.05万 | 0.01% | 4,927 | 4,927 | — | $22.05万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $22.12万 | 0.01% | 3,137 | 3,137 | — | $22.12万 | 新建仓 |
| DEO | DIAGEO PLC | $22.19万 | 0.01% | 2,981 | -176 | -5.6% | -$1.31万 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $22.22万 | 0.01% | 14,133 | -1,218 | -7.9% | -$1.91万 | 减仓 |
| NULV | NUSHARES ETF TR | $22.34万 | 0.01% | 4,909 | -1,098 | -18.3% | -$5.00万 | 减仓 |
| ARW | ARROW ELECTRS INC | $22.34万 | 0.01% | 1,558 | 1,558 | — | $22.34万 | 新建仓 |
| SUZ | SUZANO S A | $22.38万 | 0.01% | 22,356 | 2,368 | 11.8% | $2.37万 | 加仓 |
| FSK | FS KKR CAP CORP | $22.41万 | 0.01% | 22,036 | -10 | -0.0% | -$102 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $22.47万 | 0.01% | 773 | -125 | -13.9% | -$3.63万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $22.49万 | 0.01% | 2,313 | 2,313 | — | $22.49万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $22.54万 | 0.01% | 4,131 | 4,131 | — | $22.54万 | 新建仓 |
| GMED | GLOBUS MED INC | $22.57万 | 0.01% | 2,620 | 2,620 | — | $22.57万 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $22.61万 | 0.01% | 1,694 | 87 | 5.4% | $1.16万 | 加仓 |
| AOS | SMITH A O CORP | $22.62万 | 0.01% | 3,430 | 329 | 10.6% | $2.17万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $22.69万 | 0.01% | 1,255 | 12 | 1.0% | $2,170 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $22.72万 | 0.01% | 2,229 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $22.81万 | 0.01% | 2,515 | 40 | 1.6% | $3,628 | 加仓 |
| CSL | CARLISLE COS INC | $22.82万 | 0.01% | 684 | -24 | -3.4% | -$8,007 | 重新持有 |
| GVIP | GOLDMAN SACHS ETF TR | $22.86万 | 0.01% | 1,569 | 5 | 0.3% | $729 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $22.87万 | 0.01% | 2,153 | 2,153 | — | $22.87万 | 新建仓 |
| CG | CARLYLE GROUP INC | $22.89万 | 0.01% | 4,730 | 398 | 9.2% | $1.93万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $23.01万 | 0.01% | 3,693 | -848 | -18.7% | -$5.28万 | 减仓 |
| WEX | WEX INC | $23.02万 | 0.01% | 1,504 | 1,504 | — | $23.02万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $23.06万 | 0.01% | 216 | -60 | -21.7% | -$6.40万 | 减仓 |
| SSD | SIMPSON MFG INC | $23.10万 | 0.01% | 1,346 | 1,346 | — | $23.10万 | 新建仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $23.16万 | 0.01% | 18,009 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB STRATEGIC TR | $23.18万 | 0.01% | 7,375 | 7,375 | — | $23.18万 | 新建仓 |
| — | TEUCRIUM COMMODITY TR | $23.23万 | 0.01% | 9,855 | 9,855 | — | $23.23万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $23.27万 | 0.01% | 7,351 | 43 | 0.6% | $1,361 | 加仓 |
| URA | GLOBAL X FDS | $23.32万 | 0.01% | 4,814 | -15 | -0.3% | -$727 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $23.40万 | 0.01% | 1,776 | -81 | -4.4% | -$1.07万 | 减仓 |
| UDR | UDR INC | $23.43万 | 0.01% | 6,937 | 6,937 | — | $23.43万 | 新建仓 |
| FIVE | FIVE BELOW INC | $23.60万 | 0.01% | 1,033 | 1,033 | — | $23.60万 | 新建仓 |
| AVK | ADVENT CONV & INCOME FD | $23.61万 | 0.01% | 21,156 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $23.69万 | 0.01% | 2,861 | -1,335 | -31.8% | -$11.06万 | 减仓 |
| RNG | RINGCENTRAL INC | $23.73万 | 0.01% | 6,380 | 6,380 | — | $23.73万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $23.78万 | 0.01% | 4,021 | 456 | 12.8% | $2.70万 | 加仓 |
| INGR | INGREDION INC | $23.86万 | 0.01% | 2,118 | 2,118 | — | $23.86万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $24.09万 | 0.01% | 3,356 | -82 | -2.4% | -$5,886 | 减仓 |
| NDSN | NORDSON CORP | $24.09万 | 0.01% | 905 | -150 | -14.2% | -$3.99万 | 减仓 |
| PEN | PENUMBRA INC | $24.13万 | 0.01% | 735 | 735 | — | $24.13万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $24.15万 | 0.01% | 2,610 | 201 | 8.3% | $1.86万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $24.17万 | 0.01% | 7,871 | 7,871 | — | $24.17万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $24.18万 | 0.01% | 1,418 | 34 | 2.5% | $5,798 | 加仓 |
| DBEF | DBX ETF TR | $24.28万 | 0.01% | 4,915 | -178 | -3.5% | -$8,793 | 减仓 |
| VHT | VANGUARD WORLD FD | $24.41万 | 0.01% | 896 | 122 | 15.8% | $3.32万 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $24.42万 | 0.01% | 13,075 | -1,684 | -11.4% | -$3.15万 | 减仓 |
| TW | TRADEWEB MKTS INC | $24.44万 | 0.01% | 2,077 | 2,077 | — | $24.44万 | 新建仓 |
| SNA | SNAP ON INC | $24.48万 | 0.01% | 674 | 8 | 1.2% | $2,906 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $24.51万 | 0.01% | 7,607 | 286 | 3.9% | $9,215 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $24.52万 | 0.01% | 15,669 | 15,669 | — | $24.52万 | 新建仓 |
| IXUS | ISHARES TR | $24.58万 | 0.01% | 2,837 | 2,837 | — | $24.58万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $24.65万 | 0.01% | 2,979 | 2,979 | — | $24.65万 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $24.66万 | 0.01% | 9,002 | 9,002 | — | $24.66万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $24.69万 | 0.01% | 2,645 | 2,645 | — | $24.69万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $24.70万 | 0.01% | 1,770 | 79 | 4.7% | $1.10万 | 加仓 |
| — | TOPBUILD COR | $24.73万 | 0.01% | 704 | -277 | -28.2% | -$9.73万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $24.80万 | 0.01% | 3,217 | 3,217 | — | $24.80万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $24.84万 | 0.01% | 1,716 | 138 | 8.7% | $2.00万 | 加仓 |
| MKSI | MKS INC. | $24.93万 | 0.01% | 1,085 | 1,085 | — | $24.93万 | 新建仓 |
| NUMG | NUSHARES ETF TR | $24.94万 | 0.01% | 6,070 | 788 | 14.9% | $3.24万 | 加仓 |
| — | CHART INDS INC | $24.98万 | 0.01% | 1,208 | 46 | 4.0% | $9,510 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $25.00万 | 0.01% | 2,765 | 2,765 | — | $25.00万 | 新建仓 |
| GL | GLOBE LIFE INC | $25.01万 | 0.01% | 1,797 | -171 | -8.7% | -$2.38万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $25.05万 | 0.01% | 10,304 | -9,605 | -48.2% | -$23.35万 | 减仓 |
| CACI | CACI INTL INC | $25.07万 | 0.01% | 461 | 7 | 1.5% | $3,807 | 加仓 |