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
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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 |
|---|---|---|---|---|---|---|---|---|
| PALL | ABRDN PALLADIUM ETF TRUST | $29.43万 | 0.01% | 13,330 | 70 | 0.5% | $1,546 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $29.55万 | 0.01% | 1,646 | 519 | 46.1% | $9.32万 | 加仓 |
| GVIP | GOLDMAN SACHS ETF TR | $29.61万 | 0.01% | 1,569 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $29.61万 | 0.01% | 11,550 | 11,550 | — | $29.61万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $29.69万 | 0.01% | 6,102 | 542 | 9.7% | $2.64万 | 加仓 |
| ILMN | ILLUMINA INC | $29.71万 | 0.01% | 1,690 | 80 | 5.0% | $1.41万 | 重新持有 |
| NDSN | NORDSON CORP | $29.71万 | 0.01% | 985 | 80 | 8.8% | $2.41万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $29.73万 | 0.01% | 11,219 | -22,120 | -66.3% | -$58.62万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $29.86万 | 0.01% | 6,658 | -2,198 | -24.8% | -$9.86万 | 减仓 |
| NIO | NIO INC | $30.01万 | 0.01% | 59,312 | -3,726 | -5.9% | -$1.89万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $30.02万 | 0.01% | 2,680 | 83 | 3.2% | $9,298 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $30.03万 | 0.01% | 2,909 | 2,909 | — | $30.03万 | 新建仓 |
| POOL | POOL CORP | $30.05万 | 0.01% | 1,398 | 443 | 46.4% | $9.52万 | 重新持有 |
| EXR | EXTRA SPACE STORAGE INC | $30.06万 | 0.01% | 2,069 | 463 | 28.8% | $6.73万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $30.13万 | 0.01% | 27,591 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC | $30.23万 | 0.01% | 3,387 | 5 | 0.1% | $446 | 加仓 |
| RELY | REMITLY GLOBAL INC | $30.26万 | 0.01% | 13,504 | 339 | 2.6% | $7,597 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $30.26万 | 0.01% | 1,991 | 275 | 16.0% | $4.18万 | 加仓 |
| — | VANGUARD MALVERN FDS | $30.36万 | 0.01% | 5,919 | 5,919 | — | $30.36万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $30.40万 | 0.01% | 898 | -410 | -31.3% | -$13.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $30.49万 | 0.01% | 6,874 | -18 | -0.3% | -$799 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $30.53万 | 0.01% | 2,229 | 21 | 1.0% | $2,876 | 加仓 |
| VRSN | VERISIGN INC | $30.54万 | 0.01% | 1,214 | 146 | 13.7% | $3.67万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $30.56万 | 0.01% | 5,153 | 5,153 | — | $30.56万 | 新建仓 |
| RNG | RINGCENTRAL INC | $30.57万 | 0.01% | 7,843 | 1,463 | 22.9% | $5.70万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $30.60万 | 0.01% | 2,835 | -23 | -0.8% | -$2,483 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $30.65万 | 0.01% | 7,913 | 1,118 | 16.5% | $4.33万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $30.71万 | 0.01% | 4,949 | 231 | 4.9% | $1.43万 | 加仓 |
| COR | CENCORA INC | $30.76万 | 0.01% | 1,087 | -237 | -17.9% | -$6.71万 | 减仓 |
| UGI | UGI CORP NEW | $30.92万 | 0.01% | 8,952 | 1,104 | 14.1% | $3.81万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $30.92万 | 0.01% | 3,095 | 485 | 18.6% | $4.85万 | 加仓 |
| NTAP | NETAPP INC 看跌期权 | $30.95万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $30.96万 | 0.01% | 6,377 | -713 | -10.1% | -$3.46万 | 减仓 |
| — | INVESCO QUALITY MUN INCOME T | $31.07万 | 0.01% | 30,706 | 665 | 2.2% | $6,730 | 加仓 |
| — | AMERICAN CENTY ETF TR | $31.14万 | 0.01% | 3,662 | -7 | -0.2% | -$595 | 减仓 |
| IMTM | ISHARES TR | $31.17万 | 0.01% | 5,844 | 8 | 0.1% | $427 | 加仓 |
| SNA | SNAP ON INC | $31.23万 | 0.01% | 776 | 102 | 15.1% | $4.11万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $31.33万 | 0.01% | 1,819 | 103 | 6.0% | $1.77万 | 加仓 |
| EQT | EQT CORP | $31.65万 | 0.01% | 5,953 | 1,018 | 20.6% | $5.41万 | 加仓 |
| HUBB | HUBBELL INC | $31.71万 | 0.01% | 606 | -8 | -1.3% | -$4,186 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $31.72万 | 0.01% | 9,692 | 1,731 | 21.7% | $5.67万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $31.74万 | 0.01% | 11,315 | 11,315 | — | $31.74万 | 新建仓 |
| P | EVERPURE INC | $31.79万 | 0.01% | 4,034 | -331 | -7.6% | -$2.61万 | 减仓 |
| NTRS | NORTHERN TR CORP | $31.81万 | 0.01% | 1,830 | 60 | 3.4% | $1.04万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $31.82万 | 0.01% | 1,888 | 112 | 6.3% | $1.89万 | 加仓 |
| DT | DYNATRACE INC | $31.92万 | 0.01% | 7,271 | 193 | 2.7% | $8,474 | 加仓 |
| PFF | ISHARES TR | $31.96万 | 0.01% | 10,482 | -72 | -0.7% | -$2,195 | 减仓 |
| DVA | DAVITA INC | $32.06万 | 0.01% | 1,441 | 1,441 | — | $32.06万 | 新建仓 |
| SMLF | ISHARES TR | $32.21万 | 0.01% | 3,613 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $32.25万 | 0.01% | 2,305 | 2,305 | — | $32.25万 | 新建仓 |
| TDC | TERADATA CORP DEL | $32.26万 | 0.01% | 9,310 | 9,310 | — | $32.26万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $32.44万 | 0.01% | 1,431 | -179 | -11.1% | -$4.06万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $32.48万 | 0.01% | 2,021 | 153 | 8.2% | $2.46万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $32.49万 | 0.01% | 7,404 | -425 | -5.4% | -$1.87万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $32.52万 | 0.01% | 6,435 | 6,435 | — | $32.52万 | 新建仓 |
| COKE | COCA COLA CONS INC | $32.67万 | 0.01% | 1,711 | 1,711 | — | $32.67万 | 新建仓 |
| NXT | NEXTPOWER INC | $32.71万 | 0.01% | 2,745 | 40 | 1.5% | $4,766 | 加仓 |
| FICO | FAIR ISAAC CORP | $32.76万 | 0.01% | 274 | 58 | 26.9% | $6.93万 | 加仓 |
| INFY | INFOSYS LTD | $32.82万 | 0.01% | 31,282 | 532 | 1.7% | $5,581 | 加仓 |
| HAL | HALLIBURTON CO | $32.92万 | 0.01% | 9,698 | 1,417 | 17.1% | $4.81万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $32.93万 | 0.01% | 6,612 | -440 | -6.2% | -$2.19万 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $32.94万 | 0.01% | 71,446 | -1,959 | -2.7% | -$9,031 | 减仓 |
| EQNR | EQUINOR ASA | $32.97万 | 0.01% | 10,501 | 788 | 8.1% | $2.47万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $33.07万 | 0.01% | 1,910 | 216 | 12.8% | $3.74万 | 加仓 |
| TLN | TALEN ENERGY CORP | $33.08万 | 0.01% | 861 | -28 | -3.1% | -$1.08万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $33.10万 | 0.01% | 9,966 | 0 | 0.0% | — | 不变 |
| ZTO | ZTO EXPRESS CAYMAN INC | $33.12万 | 0.01% | 14,799 | 484 | 3.4% | $1.08万 | 加仓 |
| — | EA SERIES TRUST | $33.16万 | 0.01% | 9,129 | 125 | 1.4% | $4,540 | 加仓 |
| SNEX | STONEX GROUP INC | $33.17万 | 0.01% | 2,799 | 145 | 5.5% | $1.72万 | 加仓 |
| VLUE | ISHARES TR | $33.31万 | 0.01% | 1,667 | 1,667 | — | $33.31万 | 新建仓 |
| CCI | CROWN CASTLE INC | $33.39万 | 0.01% | 4,409 | 1,175 | 36.3% | $8.90万 | 重新持有 |
| — | PACER FDS TR | $33.53万 | 0.01% | 8,339 | -607 | -6.8% | -$2.44万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $33.71万 | 0.01% | 11,874 | 4,895 | 70.1% | $13.90万 | 重新持有 |
| DOCU | DOCUSIGN INC | $33.75万 | 0.01% | 7,597 | 23 | 0.3% | $1,022 | 加仓 |
| EAT | BRINKER INTL INC | $33.82万 | 0.01% | 2,013 | -34 | -1.7% | -$5,712 | 减仓 |
| SMLV | SPDR SERIES TRUST | $33.83万 | 0.01% | 2,150 | -39 | -1.8% | -$6,137 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $33.83万 | 0.01% | 1,244 | 1,244 | — | $33.83万 | 新建仓 |
| GRMN | GARMIN LTD | $33.93万 | 0.01% | 1,428 | -102 | -6.7% | -$2.42万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $33.96万 | 0.01% | 3,498 | 6 | 0.2% | $582 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $33.99万 | 0.01% | 3,154 | 79 | 2.6% | $8,515 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $34.00万 | 0.01% | 2,016 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $34.12万 | 0.01% | 4,209 | 145 | 3.6% | $1.18万 | 加仓 |
| XSOE | WISDOMTREE TR | $34.12万 | 0.01% | 6,938 | 21 | 0.3% | $1,033 | 加仓 |
| CSGP | COSTAR GROUP INC | $34.29万 | 0.01% | 12,108 | 1,434 | 13.4% | $4.06万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $34.30万 | 0.01% | 7,062 | 1,319 | 23.0% | $6.41万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $34.30万 | 0.01% | 32,452 | 32,452 | — | $34.30万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $34.42万 | 0.01% | 13,874 | 494 | 3.7% | $1.23万 | 加仓 |
| PNR | PENTAIR PLC | $34.50万 | 0.01% | 4,500 | -1,391 | -23.6% | -$10.66万 | 减仓 |
| DXCM | DEXCOM INC | $34.56万 | 0.01% | 5,131 | 848 | 19.8% | $5.71万 | 加仓 |
| ARW | ARROW ELECTRS INC | $34.62万 | 0.01% | 1,622 | 64 | 4.1% | $1.37万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $34.75万 | 0.01% | 3,166 | 187 | 6.3% | $2.05万 | 加仓 |
| OKTA | OKTA INC | $34.89万 | 0.01% | 2,557 | -164 | -6.0% | -$2.24万 | 重新持有 |
| DINO | HF SINCLAIR CORP | $34.90万 | 0.01% | 5,011 | 5,011 | — | $34.90万 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $34.99万 | 0.01% | 4,189 | -1 | -0.0% | -$84 | 减仓 |
| AA | ALCOA CORP | $34.99万 | 0.01% | 6,710 | 69 | 1.0% | $3,598 | 加仓 |
| AOR | ISHARES TR | $35.03万 | 0.01% | 5,041 | -293 | -5.5% | -$2.04万 | 减仓 |
| INFL | LISTED FDS TR | $35.15万 | 0.01% | 7,048 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $35.17万 | 0.01% | 23,988 | -1,507 | -5.9% | -$2.21万 | 减仓 |
| GEN | GEN DIGITAL INC | $35.17万 | 0.01% | 14,131 | 874 | 6.6% | $2.18万 | 重新持有 |
| BBY | BEST BUY INC | $35.20万 | 0.01% | 4,638 | 84 | 1.8% | $6,374 | 加仓 |