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
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2026Q2 卖出最多 按季末市值估算
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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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GROUP | $35.45万 | 0.01% | 4,368 | 701 | 19.1% | $5.69万 | 加仓 |
| U | UNITY SOFTWARE INC | $35.54万 | 0.01% | 12,434 | 2,465 | 24.7% | $7.04万 | 加仓 |
| SE | SEA LTD | $35.64万 | 0.01% | 3,719 | 858 | 30.0% | $8.22万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $35.72万 | 0.01% | 1,575 | 152 | 10.7% | $3.45万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $35.74万 | 0.01% | 29,706 | 29,706 | — | $35.74万 | 新建仓 |
| TTC | TORO CO | $35.82万 | 0.01% | 3,676 | 351 | 10.6% | $3.42万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $35.95万 | 0.01% | 4,902 | 1,209 | 32.7% | $8.87万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $36.07万 | 0.01% | 5,310 | 1,289 | 32.1% | $8.75万 | 加仓 |
| VMC | VULCAN MATLS CO | $36.07万 | 0.01% | 1,223 | 41 | 3.5% | $1.21万 | 加仓 |
| GL | GLOBE LIFE INC | $36.17万 | 0.01% | 2,024 | 227 | 12.6% | $4.06万 | 加仓 |
| IONQ | IONQ INC | $36.29万 | 0.01% | 6,813 | 6,813 | — | $36.29万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $36.38万 | 0.01% | 14,535 | -4,619 | -24.1% | -$11.56万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $36.43万 | 0.01% | 2,951 | 798 | 37.1% | $9.85万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $36.63万 | 0.01% | 1,874 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $36.64万 | 0.01% | 1,372 | 123 | 9.8% | $3.28万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $36.65万 | 0.01% | 1,597 | 9 | 0.6% | $2,066 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $36.66万 | 0.01% | 1,106 | 40 | 3.8% | $1.33万 | 加仓 |
| LEA | LEAR CORP | $36.72万 | 0.01% | 2,739 | 531 | 24.0% | $7.12万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $36.78万 | 0.01% | 967 | 41 | 4.4% | $1.56万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $36.86万 | 0.01% | 10,797 | 10,797 | — | $36.86万 | 新建仓 |
| GOVT | ISHARES TR | $36.89万 | 0.01% | 16,193 | 631 | 4.1% | $1.44万 | 加仓 |
| GPC | GENUINE PARTS CO | $36.92万 | 0.01% | 3,129 | 108 | 3.6% | $1.27万 | 加仓 |
| ORI | OLD REP INTL CORP | $36.95万 | 0.01% | 9,030 | 284 | 3.2% | $1.16万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $36.96万 | 0.01% | 7,926 | 7,926 | — | $36.96万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $37.00万 | 0.01% | 10,204 | -2,039 | -16.7% | -$7.39万 | 减仓 |
| WCC | WESCO INTL INC | $37.03万 | 0.01% | 1,072 | 110 | 11.4% | $3.80万 | 加仓 |
| WRB | BERKLEY W R CORP | $37.03万 | 0.01% | 5,251 | 487 | 10.2% | $3.43万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $37.05万 | 0.01% | 1,690 | 192 | 12.8% | $4.21万 | 加仓 |
| AEE | AMEREN CORP | $37.12万 | 0.01% | 3,284 | 523 | 18.9% | $5.91万 | 加仓 |
| FTS | FORTIS INC | $37.15万 | 0.01% | 6,492 | 864 | 15.4% | $4.94万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $37.23万 | 0.01% | 9,110 | -3,425 | -27.3% | -$14.00万 | 减仓 |
| SSD | SIMPSON MFG INC | $37.27万 | 0.01% | 1,780 | 434 | 32.2% | $9.09万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $37.58万 | 0.01% | 2,990 | 669 | 28.8% | $8.41万 | 重新持有 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $37.66万 | 0.01% | 4,804 | -83 | -1.7% | -$6,507 | 减仓 |
| IBB | ISHARES TR | $37.77万 | 0.01% | 1,986 | -25 | -1.2% | -$4,755 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $37.78万 | 0.01% | 2,149 | -789 | -26.9% | -$13.87万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $37.80万 | 0.01% | 12,076 | 4,701 | 63.7% | $14.71万 | 加仓 |
| ARMK | ARAMARK | $38.08万 | 0.01% | 6,692 | -108 | -1.6% | -$6,146 | 减仓 |
| — | ARROW INVTS TR | $38.17万 | 0.01% | 3,815 | 153 | 4.2% | $1.53万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $38.29万 | 0.01% | 2,536 | 2,536 | — | $38.29万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $38.48万 | 0.01% | 1,288 | -47 | -3.5% | -$1.40万 | 减仓 |
| GH | GUARDANT HEALTH INC | $38.59万 | 0.01% | 2,572 | 2,572 | — | $38.59万 | 新建仓 |
| IVZ | INVESCO LTD | $38.63万 | 0.01% | 14,636 | -677 | -4.4% | -$1.79万 | 减仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $38.70万 | 0.01% | 6,948 | 0 | 0.0% | — | 不变 |
| BUXX | EA SERIES TRUST | $38.79万 | 0.01% | 19,164 | -78 | -0.4% | -$1,579 | 减仓 |
| XYLD | GLOBAL X FDS | $38.94万 | 0.01% | 9,546 | 467 | 5.1% | $1.90万 | 加仓 |
| INCY | INCYTE CORP | $39.19万 | 0.01% | 3,457 | 614 | 21.6% | $6.96万 | 加仓 |
| KHC | KRAFT HEINZ CO | $39.21万 | 0.01% | 16,598 | 16,598 | — | $39.21万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $39.35万 | 0.01% | 1,472 | 173 | 13.3% | $4.63万 | 加仓 |
| AYI | ACUITY INC | $39.40万 | 0.01% | 1,046 | 319 | 43.9% | $12.02万 | 加仓 |
| — | AMES NATL CORP | $39.40万 | 0.01% | 13,308 | 1 | 0.0% | $30 | 加仓 |
| UNG | UNITED STS NAT GAS FD LP | $39.42万 | 0.01% | 33,632 | 7,850 | 30.4% | $9.20万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $39.46万 | 0.01% | 6,084 | -517 | -7.8% | -$3.35万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $39.50万 | 0.01% | 10,309 | -877 | -7.8% | -$3.36万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $39.55万 | 0.01% | 8,988 | 337 | 3.9% | $1.48万 | 加仓 |
| NTR | NUTRIEN LTD | $39.67万 | 0.01% | 6,302 | -8 | -0.1% | -$504 | 减仓 |
| XT | ISHARES TR | $39.69万 | 0.01% | 4,804 | 566 | 13.4% | $4.68万 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $39.70万 | 0.01% | 1,568 | -76 | -4.6% | -$1.92万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $39.75万 | 0.01% | 1,420 | -159 | -10.1% | -$4.45万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $39.82万 | 0.01% | 1,708 | -4 | -0.2% | -$933 | 减仓 |
| REG | REGENCY CTRS CORP | $40.03万 | 0.01% | 5,020 | 388 | 8.4% | $3.09万 | 加仓 |
| EVR | EVERCORE INC | $40.05万 | 0.01% | 1,173 | 268 | 29.6% | $9.15万 | 加仓 |
| PCG | PG&E CORP | $40.12万 | 0.01% | 23,853 | 3,980 | 20.0% | $6.69万 | 加仓 |
| CGNX | COGNEX CORP | $40.13万 | 0.01% | 5,541 | 5,541 | — | $40.13万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $40.16万 | 0.01% | 5,739 | 32 | 0.6% | $2,239 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $40.30万 | 0.01% | 1,378 | 18 | 1.3% | $5,264 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $40.41万 | 0.01% | 1,194 | 272 | 29.5% | $9.20万 | 加仓 |
| PINS | PINTEREST INC | $40.41万 | 0.01% | 19,215 | 5,085 | 36.0% | $10.69万 | 加仓 |
| NMR | NOMURA HLDGS INC | $40.46万 | 0.01% | 46,084 | 5,079 | 12.4% | $4.46万 | 加仓 |
| MET | METLIFE INC | $40.65万 | 0.01% | 4,804 | 784 | 19.5% | $6.63万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $40.68万 | 0.01% | 88,049 | 2,340 | 2.7% | $1.08万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $40.69万 | 0.01% | 10,694 | 2,823 | 35.9% | $10.74万 | 加仓 |
| RDDT | REDDIT INC | $40.72万 | 0.01% | 2,346 | 718 | 44.1% | $12.46万 | 加仓 |
| VNO | VORNADO RLTY TR | $40.76万 | 0.01% | 10,371 | 2,142 | 26.0% | $8.42万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $40.87万 | 0.01% | 4,051 | 68 | 1.7% | $6,860 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $40.88万 | 0.01% | 12,067 | 649 | 5.7% | $2.20万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $40.89万 | 0.01% | 1,668 | 43 | 2.6% | $1.05万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $40.99万 | 0.01% | 25,813 | 3,993 | 18.3% | $6.34万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $41.00万 | 0.01% | 4,231 | 1,586 | 60.0% | $15.37万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $41.01万 | 0.01% | 4,094 | 734 | 21.8% | $7.35万 | 加仓 |
| EXEL | EXELIXIS INC | $41.03万 | 0.01% | 7,541 | 1,559 | 26.1% | $8.48万 | 加仓 |
| WAT | WATERS CORP | $41.34万 | 0.01% | 1,102 | 47 | 4.5% | $1.76万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $41.41万 | 0.01% | 2,484 | 328 | 15.2% | $5.47万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $41.42万 | 0.01% | 1,739 | -76 | -4.2% | -$1.81万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $41.43万 | 0.01% | 718 | 165 | 29.8% | $9.52万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $41.63万 | 0.01% | 3,663 | 415 | 12.8% | $4.72万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $41.65万 | 0.01% | 27,385 | 3,490 | 14.6% | $5.31万 | 加仓 |
| CCJ | CAMECO CORP | $41.85万 | 0.01% | 4,109 | -133 | -3.1% | -$1.35万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $41.88万 | 0.01% | 10,584 | 1,230 | 13.1% | $4.87万 | 加仓 |
| SJM | SMUCKER J M CO | $41.90万 | 0.01% | 3,725 | 3,725 | — | $41.90万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $41.97万 | 0.01% | 4,143 | 1,194 | 40.5% | $12.10万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $41.98万 | 0.01% | 10,159 | -5,317 | -34.4% | -$21.97万 | 减仓 |
| TSLA | TESLA INC 看涨期权 | $42.06万 | 0.01% | 1,000 | 1,000 | — | $42.06万 | 新建仓 |
| PPL | PPL CORP | $42.43万 | 0.01% | 11,672 | 570 | 5.1% | $2.07万 | 加仓 |
| RACE | FERRARI N V | $42.49万 | 0.01% | 1,141 | 143 | 14.3% | $5.33万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $42.56万 | 0.01% | 2,255 | 709 | 45.9% | $13.38万 | 加仓 |
| HLN | HALEON PLC | $42.70万 | 0.01% | 45,768 | -4,517 | -9.0% | -$4.21万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $42.81万 | 0.01% | 2,199 | -83 | -3.6% | -$1.62万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $42.81万 | 0.01% | 1,550 | 1,550 | — | $42.81万 | 新建仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $42.86万 | 0.01% | 10,713 | 10,713 | — | $42.86万 | 新建仓 |