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 |
|---|---|---|---|---|---|---|---|---|
| EXE | EXPAND ENERGY CORPORATION | $25.22万 | 0.01% | 2,297 | -388 | -14.5% | -$4.26万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $25.26万 | 0.01% | 1,546 | 232 | 17.7% | $3.79万 | 加仓 |
| NRG | NRG ENERGY INC | $25.28万 | 0.01% | 1,730 | -253 | -12.8% | -$3.70万 | 减仓 |
| CLX | CLOROX CO DEL | $25.40万 | 0.01% | 2,451 | 328 | 15.4% | $3.40万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $25.51万 | 0.01% | 922 | 922 | — | $25.51万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $25.51万 | 0.01% | 872 | -188 | -17.7% | -$5.50万 | 减仓 |
| EXEL | EXELIXIS INC | $25.66万 | 0.01% | 5,982 | 5,982 | — | $25.66万 | 新建仓 |
| P | EVERPURE INC | $25.77万 | 0.01% | 4,365 | 1,479 | 51.2% | $8.73万 | 重新持有 |
| TIP | ISHARES TR | $25.79万 | 0.01% | 2,337 | -5 | -0.2% | -$552 | 减仓 |
| DTM | DT MIDSTREAM INC | $25.82万 | 0.01% | 1,917 | 1,917 | — | $25.82万 | 新建仓 |
| PINS | PINTEREST INC | $25.91万 | 0.01% | 14,130 | -104 | -0.7% | -$1,907 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $25.94万 | 0.01% | 2,216 | 2,216 | — | $25.94万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $25.95万 | 0.01% | 1,868 | 94 | 5.3% | $1.31万 | 加仓 |
| CPRT | COPART INC | $26.00万 | 0.01% | 7,832 | 2,018 | 34.7% | $6.70万 | 加仓 |
| FE | FIRSTENERGY CORP | $26.07万 | 0.01% | 5,146 | 88 | 1.7% | $4,458 | 加仓 |
| DT | DYNATRACE INC | $26.17万 | 0.01% | 7,078 | 7,078 | — | $26.17万 | 新建仓 |
| BCH | BANCO DE CHILE | $26.27万 | 0.01% | 7,091 | -52 | -0.7% | -$1,926 | 减仓 |
| GDS | GDS HLDGS LTD | $26.27万 | 0.01% | 6,520 | 6,520 | — | $26.27万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $26.27万 | 0.01% | 7,603 | 7,603 | — | $26.27万 | 新建仓 |
| WCC | WESCO INTL INC | $26.32万 | 0.01% | 962 | 962 | — | $26.32万 | 新建仓 |
| IYR | ISHARES TR | $26.33万 | 0.01% | 2,785 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $26.34万 | 0.01% | 816 | 816 | — | $26.34万 | 新建仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $26.47万 | 0.01% | 11,950 | -200 | -1.6% | -$4,430 | 减仓 |
| VRSN | VERISIGN INC | $26.53万 | 0.01% | 1,068 | -408 | -27.6% | -$10.13万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $26.56万 | 0.01% | 14,914 | 243 | 1.7% | $4,328 | 加仓 |
| IXC | ISHARES TR | $26.57万 | 0.01% | 4,612 | 4,612 | — | $26.57万 | 新建仓 |
| KEP | KOREA ELEC PWR CORP | $26.59万 | 0.01% | 18,657 | -2,614 | -12.3% | -$3.72万 | 减仓 |
| — | WISDOMTREE TR | $26.62万 | 0.01% | 6,126 | -776 | -11.2% | -$3.37万 | 减仓 |
| OMC | OMNICOM GROUP INC | $26.63万 | 0.01% | 3,537 | -454 | -11.4% | -$3.42万 | 减仓 |
| VIV | TELEFONICA BRASIL SA | $26.65万 | 0.01% | 16,750 | 839 | 5.3% | $1.33万 | 加仓 |
| LEA | LEAR CORP | $26.73万 | 0.01% | 2,208 | 198 | 9.9% | $2.40万 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $26.76万 | 0.01% | 28,832 | -10,492 | -26.7% | -$9.74万 | 减仓 |
| INCY | INCYTE CORP | $26.76万 | 0.01% | 2,843 | -810 | -22.2% | -$7.62万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $26.78万 | 0.01% | 6,892 | -6,259 | -47.6% | -$24.32万 | 减仓 |
| DXCM | DEXCOM INC | $26.90万 | 0.01% | 4,283 | 1,066 | 33.1% | $6.69万 | 加仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $26.98万 | 0.01% | 22,611 | 188 | 0.8% | $2,243 | 加仓 |
| ALAB | ASTERA LABS INC | $26.98万 | 0.01% | 2,462 | -304 | -11.0% | -$3.33万 | 减仓 |
| EVR | EVERCORE INC | $27.02万 | 0.01% | 905 | -247 | -21.4% | -$7.37万 | 减仓 |
| AOA | ISHARES TR | $27.04万 | 0.01% | 3,055 | -103 | -3.3% | -$9,116 | 减仓 |
| MOD | MODINE MFG CO | $27.07万 | 0.01% | 1,249 | -201 | -13.9% | -$4.36万 | 重新持有 |
| SMLF | ISHARES TR | $27.28万 | 0.01% | 3,613 | 3,613 | — | $27.28万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $27.28万 | 0.01% | 10,392 | 433 | 4.3% | $1.14万 | 加仓 |
| OKE | ONEOK INC NEW | $27.43万 | 0.01% | 3,034 | -7,269 | -70.6% | -$65.71万 | 重新持有 |
| ARMK | ARAMARK | $27.57万 | 0.01% | 6,800 | -3,293 | -32.6% | -$13.35万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $27.60万 | 0.01% | 2,975 | 2,975 | — | $27.60万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $27.71万 | 0.01% | 8,515 | 8,515 | — | $27.71万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $27.71万 | 0.01% | 3,075 | 267 | 9.5% | $2.41万 | 加仓 |
| XSOE | WISDOMTREE TR | $27.74万 | 0.01% | 6,917 | -384 | -5.3% | -$1.54万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $27.75万 | 0.01% | 4,064 | 485 | 13.6% | $3.31万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $27.77万 | 0.01% | 1,610 | -58 | -3.5% | -$1.00万 | 减仓 |
| BCPC | BALCHEM CORP | $27.83万 | 0.01% | 1,642 | -75 | -4.4% | -$1.27万 | 减仓 |
| ARKK | ARK ETF TR | $27.88万 | 0.01% | 4,124 | 315 | 8.3% | $2.13万 | 加仓 |
| NWSA | NEWS CORP NEW | $27.88万 | 0.01% | 11,184 | 537 | 5.0% | $1.34万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $27.92万 | 0.01% | 2,858 | -978 | -25.5% | -$9.55万 | 减仓 |
| IMTM | ISHARES TR | $28.02万 | 0.01% | 5,836 | -546 | -8.6% | -$2.62万 | 减仓 |
| MMT | MFS MULTIMARKET INCOME TR | $28.06万 | 0.01% | 60,746 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $28.14万 | 0.01% | 1,876 | 236 | 14.4% | $3.54万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $28.22万 | 0.01% | 1,423 | 122 | 9.4% | $2.42万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $28.23万 | 0.01% | 2,074 | -5 | -0.2% | -$681 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $28.24万 | 0.01% | 5,560 | 5,560 | — | $28.24万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $28.27万 | 0.01% | 224 | 24 | 12.0% | $3.03万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $28.31万 | 0.01% | 2,598 | -374 | -12.6% | -$4.08万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $28.32万 | 0.01% | 6,038 | -897 | -12.9% | -$4.21万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $28.37万 | 0.01% | 1,047 | 184 | 21.3% | $4.99万 | 加仓 |
| TLN | TALEN ENERGY CORP | $28.38万 | 0.01% | 889 | 48 | 5.7% | $1.53万 | 加仓 |
| MET | METLIFE INC | $28.43万 | 0.01% | 4,020 | -1,792 | -30.8% | -$12.67万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $28.45万 | 0.01% | 3,669 | 862 | 30.7% | $6.68万 | 加仓 |
| CPT | CAMDEN PPTY TR | $28.47万 | 0.01% | 2,915 | 379 | 14.9% | $3.70万 | 加仓 |
| GUNR | FLEXSHARES TR | $28.55万 | 0.01% | 5,175 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $28.58万 | 0.01% | 2,247 | -35 | -1.5% | -$4,452 | 减仓 |
| UGI | UGI CORP NEW | $28.58万 | 0.01% | 7,848 | -221 | -2.7% | -$8,049 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $28.71万 | 0.01% | 1,739 | 331 | 23.5% | $5.47万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $28.72万 | 0.01% | 4,644 | 4,644 | — | $28.72万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $28.74万 | 0.01% | 2,979 | 756 | 34.0% | $7.29万 | 重新持有 |
| ACGL | ARCH CAP GROUP LTD | $28.76万 | 0.01% | 2,996 | 104 | 3.6% | $9,984 | 加仓 |
| HAS | HASBRO INC | $28.85万 | 0.01% | 3,083 | 61 | 2.0% | $5,709 | 加仓 |
| XT | ISHARES TR | $28.88万 | 0.01% | 4,238 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $28.89万 | 0.01% | 3,406 | -882 | -20.6% | -$7.48万 | 减仓 |
| — | INVESCO QUALITY MUN INCOME T | $28.90万 | 0.01% | 30,041 | 1,764 | 6.2% | $1.70万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $28.92万 | 0.01% | 2,109 | 33 | 1.6% | $4,525 | 加仓 |
| R | RYDER SYS INC | $28.92万 | 0.01% | 1,413 | 292 | 26.0% | $5.98万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $28.97万 | 0.01% | 1,483 | 200 | 15.6% | $3.91万 | 重新持有 |
| EQH | EQUITABLE HLDGS INC | $29.05万 | 0.01% | 7,829 | -1,208 | -13.4% | -$4.48万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $29.10万 | 0.01% | 2,286 | 23 | 1.0% | $2,927 | 加仓 |
| — | HOLOGIC INC | $29.11万 | 0.01% | 3,851 | 658 | 20.6% | $4.97万 | 加仓 |
| OSK | OSHKOSH CORP | $29.13万 | 0.01% | 1,979 | 1,979 | — | $29.13万 | 新建仓 |
| SF | STIFEL FINL CORP | $29.21万 | 0.01% | 3,951 | -333 | -7.8% | -$2.46万 | 减仓 |
| EAT | BRINKER INTL INC | $29.23万 | 0.01% | 2,047 | -142 | -6.5% | -$2.03万 | 减仓 |
| BBY | BEST BUY INC | $29.24万 | 0.01% | 4,554 | 881 | 24.0% | $5.66万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $29.28万 | 0.01% | 3,248 | 749 | 30.0% | $6.75万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $29.31万 | 0.01% | 4,733 | 179 | 3.9% | $1.11万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $29.35万 | 0.01% | 2,555 | 2,555 | — | $29.35万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $29.45万 | 0.01% | 1,110 | 288 | 35.0% | $7.64万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $29.62万 | 0.01% | 5,531 | 1,970 | 55.3% | $10.55万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $29.68万 | 0.01% | 3,667 | 831 | 29.3% | $6.73万 | 加仓 |
| ALLY | ALLY FINL INC | $29.69万 | 0.01% | 7,569 | -3 | -0.0% | -$118 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $29.83万 | 0.01% | 2,949 | 2,949 | — | $29.83万 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $29.95万 | 0.01% | 24,309 | 443 | 1.9% | $5,458 | 加仓 |
| SMLV | SPDR SERIES TRUST | $30.00万 | 0.01% | 2,189 | -44 | -2.0% | -$6,031 | 减仓 |
| XYL | XYLEM INC | $30.02万 | 0.01% | 2,512 | 254 | 11.2% | $3.04万 | 加仓 |