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 |
|---|---|---|---|---|---|---|---|---|
| HUBB | HUBBELL INC | $30.13万 | 0.01% | 614 | 41 | 7.2% | $2.01万 | 加仓 |
| UNG | UNITED STS NAT GAS FD LP | $30.24万 | 0.01% | 25,782 | 4,901 | 23.5% | $5.75万 | 加仓 |
| AEE | AMEREN CORP | $30.35万 | 0.01% | 2,761 | 285 | 11.5% | $3.13万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $30.40万 | 0.01% | 27,591 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $30.43万 | 0.01% | 6,496 | -3,291 | -33.6% | -$15.41万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $30.52万 | 0.01% | 1,498 | 152 | 11.3% | $3.10万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $30.66万 | 0.01% | 1,066 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $30.69万 | 0.01% | 1,224 | 43 | 3.6% | $1.08万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $30.71万 | 0.01% | 1,943 | 289 | 17.5% | $4.57万 | 加仓 |
| IR | INGERSOLL RAND INC | $30.71万 | 0.01% | 3,833 | 679 | 21.5% | $5.44万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $30.76万 | 0.01% | 17,288 | -3,939 | -18.6% | -$7.01万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $30.78万 | 0.01% | 519 | -102 | -16.4% | -$6.05万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $30.88万 | 0.01% | 4,190 | 546 | 15.0% | $4.02万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $30.89万 | 0.01% | 934 | 27 | 3.0% | $8,930 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $30.99万 | 0.01% | 2,072 | -1,597 | -43.5% | -$23.88万 | 减仓 |
| TTC | TORO CO | $31.07万 | 0.01% | 3,325 | 3,325 | — | $31.07万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $31.22万 | 0.01% | 1,712 | 119 | 7.5% | $2.17万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $31.34万 | 0.01% | 1,874 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $31.40万 | 0.01% | 5,628 | 381 | 7.3% | $2.13万 | 加仓 |
| EQT | EQT CORP | $31.40万 | 0.01% | 4,935 | -240 | -4.6% | -$1.53万 | 减仓 |
| WAT | WATERS CORP | $31.43万 | 0.01% | 1,055 | -483 | -31.4% | -$14.39万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $31.56万 | 0.01% | 9,966 | -427 | -4.1% | -$1.35万 | 减仓 |
| WRB | BERKLEY W R CORP | $31.57万 | 0.01% | 4,764 | -303 | -6.0% | -$2.01万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $31.69万 | 0.01% | 1,716 | 62 | 3.7% | $1.15万 | 加仓 |
| NDAQ | NASDAQ INC | $31.84万 | 0.01% | 3,750 | 810 | 27.6% | $6.88万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $31.88万 | 0.01% | 4,718 | -597 | -11.2% | -$4.03万 | 减仓 |
| GPC | GENUINE PARTS CO | $31.95万 | 0.01% | 3,021 | -2,233 | -42.5% | -$23.62万 | 减仓 |
| PFF | ISHARES TR | $32.00万 | 0.01% | 10,554 | -656 | -5.9% | -$1.99万 | 减仓 |
| EFX | EQUIFAX INC | $32.11万 | 0.01% | 1,783 | -323 | -15.3% | -$5.82万 | 减仓 |
| VMC | VULCAN MATLS CO | $32.18万 | 0.01% | 1,182 | -66 | -5.3% | -$1.80万 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $32.22万 | 0.01% | 73,405 | -1,476 | -2.0% | -$6,480 | 减仓 |
| HAL | HALLIBURTON CO | $32.29万 | 0.01% | 8,281 | 8,281 | — | $32.29万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $32.32万 | 0.01% | 4,235 | 1,050 | 33.0% | $8.01万 | 加仓 |
| NMR | NOMURA HLDGS INC | $32.35万 | 0.01% | 41,005 | 6,376 | 18.4% | $5.03万 | 加仓 |
| XPEV | XPENG INC | $32.39万 | 0.01% | 18,929 | -3,370 | -15.1% | -$5.77万 | 减仓 |
| PAYX | PAYCHEX INC | $32.39万 | 0.01% | 3,516 | -1,251 | -26.2% | -$11.53万 | 减仓 |
| OVV | OVINTIV INC | $32.47万 | 0.01% | 5,470 | -1,117 | -17.0% | -$6.63万 | 重新持有 |
| SPXC | SPX TECHNOLOGIES INC | $32.49万 | 0.01% | 1,625 | 67 | 4.3% | $1.34万 | 加仓 |
| — | SPROTT FDS TR | $32.56万 | 0.01% | 11,118 | -6,000 | -35.1% | -$17.57万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $32.57万 | 0.01% | 553 | -597 | -51.9% | -$35.17万 | 减仓 |
| NXT | NEXTPOWER INC | $32.61万 | 0.01% | 2,705 | -221 | -7.6% | -$2.66万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $32.67万 | 0.01% | 4,252 | -113 | -2.6% | -$8,682 | 减仓 |
| SPSM | SPDR SERIES TRUST | $32.80万 | 0.01% | 6,789 | -560 | -7.6% | -$2.71万 | 减仓 |
| — | EA SERIES TRUST | $32.82万 | 0.01% | 9,004 | -3,405 | -27.4% | -$12.41万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $32.87万 | 0.01% | 7,090 | 1,104 | 18.4% | $5.12万 | 加仓 |
| — | PACER FDS TR | $32.87万 | 0.01% | 8,946 | -1,853 | -17.2% | -$6.81万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $33.33万 | 0.01% | 6,413 | 1,326 | 26.1% | $6.89万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $33.60万 | 0.01% | 2,135 | -12 | -0.6% | -$1,888 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $33.60万 | 0.01% | 6,835 | -33 | -0.5% | -$1,622 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $33.64万 | 0.01% | 11,680 | 2,563 | 28.1% | $7.38万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $33.66万 | 0.01% | 3,360 | -5,589 | -62.5% | -$56.00万 | 减仓 |
| RACE | FERRARI N V | $33.79万 | 0.01% | 998 | 50 | 5.3% | $1.69万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $33.83万 | 0.01% | 7,052 | 1,402 | 24.8% | $6.73万 | 加仓 |
| IBB | ISHARES TR | $33.96万 | 0.01% | 2,011 | 75 | 3.9% | $1.27万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $33.97万 | 0.01% | 2,597 | 88 | 3.5% | $1.15万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $33.99万 | 0.01% | 1,815 | 322 | 21.6% | $6.03万 | 重新持有 |
| UNM | UNUM GROUP | $34.12万 | 0.01% | 4,672 | -634 | -11.9% | -$4.63万 | 减仓 |
| DLTR | DOLLAR TREE INC | $34.13万 | 0.01% | 3,117 | 86 | 2.8% | $9,418 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $34.18万 | 0.01% | 2,198 | -284 | -11.4% | -$4.42万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $34.31万 | 0.01% | 3,983 | 3,983 | — | $34.31万 | 新建仓 |
| AOR | ISHARES TR | $34.32万 | 0.01% | 5,334 | -1 | -0.0% | -$64 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $34.39万 | 0.01% | 1,588 | 282 | 21.6% | $6.11万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $34.39万 | 0.01% | 11,418 | 1,075 | 10.4% | $3.24万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $34.47万 | 0.01% | 5,987 | 1,330 | 28.6% | $7.66万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $34.49万 | 0.01% | 1,628 | 177 | 12.2% | $3.75万 | 加仓 |
| RS | RELIANCE INC | $34.53万 | 0.01% | 1,136 | 62 | 5.8% | $1.88万 | 加仓 |
| HYG | ISHARES TR | $34.54万 | 0.01% | 4,341 | 1,732 | 66.4% | $13.78万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $34.56万 | 0.01% | 2,016 | 555 | 38.0% | $9.51万 | 加仓 |
| ATI | ATI INC | $34.59万 | 0.01% | 2,378 | 320 | 15.5% | $4.65万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $34.80万 | 0.01% | 4,062 | -166 | -3.9% | -$1.42万 | 减仓 |
| ORI | OLD REP INTL CORP | $34.90万 | 0.01% | 8,746 | 583 | 7.1% | $2.33万 | 加仓 |
| PCG | PG&E CORP | $34.92万 | 0.01% | 19,873 | 3,805 | 23.7% | $6.69万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $35.02万 | 0.01% | 2,156 | -1,449 | -40.2% | -$23.54万 | 减仓 |
| REG | REGENCY CTRS CORP | $35.04万 | 0.01% | 4,632 | 1,242 | 36.6% | $9.40万 | 加仓 |
| XEL | XCEL ENERGY INC | $35.20万 | 0.01% | 4,431 | -223 | -4.8% | -$1.77万 | 减仓 |
| MNTN | MNTN INC | $35.20万 | 0.01% | 40,000 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $35.45万 | 0.01% | 4,188 | 1,444 | 52.6% | $12.22万 | 加仓 |
| MTZ | MASTEC INC | $35.46万 | 0.01% | 1,102 | 113 | 11.4% | $3.64万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $35.46万 | 0.01% | 3,492 | -35 | -1.0% | -$3,554 | 减仓 |
| CVE | CENOVUS ENERGY INC | $35.50万 | 0.01% | 13,380 | 1,651 | 14.1% | $4.38万 | 加仓 |
| GRMN | GARMIN LTD | $35.50万 | 0.01% | 1,530 | 246 | 19.2% | $5.71万 | 加仓 |
| XYLD | GLOBAL X FDS | $35.53万 | 0.01% | 9,079 | 842 | 10.2% | $3.29万 | 加仓 |
| GOVT | ISHARES TR | $35.65万 | 0.01% | 15,562 | 4,057 | 35.3% | $9.29万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $35.73万 | 0.01% | 2,652 | 232 | 9.6% | $3.13万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $35.82万 | 0.01% | 12,861 | 12,861 | — | $35.82万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $35.88万 | 0.01% | 2,208 | -3,361 | -60.4% | -$54.62万 | 减仓 |
| DOCU | DOCUSIGN INC | $35.91万 | 0.01% | 7,574 | 987 | 15.0% | $4.68万 | 加仓 |
| AES | AES CORP | $35.92万 | 0.01% | 25,495 | -15,195 | -37.3% | -$21.41万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $35.93万 | 0.01% | 2,508 | 177 | 7.6% | $2.54万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $35.98万 | 0.01% | 9,722 | 1,304 | 15.5% | $4.83万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $36.03万 | 0.01% | 14,315 | 14,315 | — | $36.03万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $36.11万 | 0.01% | 761 | 761 | — | $36.11万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $36.13万 | 0.01% | 4,887 | -586 | -10.7% | -$4.33万 | 减仓 |
| ALLE | ALLEGION PLC | $36.34万 | 0.01% | 2,501 | -14 | -0.6% | -$2,034 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $36.40万 | 0.01% | 10,193 | 10,193 | — | $36.40万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $36.40万 | 0.01% | 696 | 58 | 9.1% | $3.03万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $36.50万 | 0.01% | 6,335 | 415 | 7.0% | $2.39万 | 加仓 |
| RMD | RESMED INC | $36.59万 | 0.01% | 1,630 | -98 | -5.7% | -$2.20万 | 减仓 |
| — | ARROW INVTS TR | $36.65万 | 0.01% | 3,662 | 3,662 | — | $36.65万 | 新建仓 |
| INFL | LISTED FDS TR | $36.69万 | 0.01% | 7,048 | -14,624 | -67.5% | -$76.13万 | 减仓 |