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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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 |
|---|---|---|---|---|---|---|---|---|
| VFLO | VICTORY PORTFOLIOS II | $42.94万 | 0.01% | 9,386 | -76 | -0.8% | -$3,477 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $42.98万 | 0.01% | 1,271 | 161 | 14.5% | $5.44万 | 加仓 |
| SOXX | ISHARES TR | $43.06万 | 0.01% | 672 | 672 | — | $43.06万 | 新建仓 |
| TRGP | TARGA RES CORP | $43.17万 | 0.01% | 1,610 | 10 | 0.6% | $2,682 | 加仓 |
| ALLY | ALLY FINL INC | $43.18万 | 0.01% | 9,398 | 1,829 | 24.2% | $8.40万 | 加仓 |
| NULV | NUSHARES ETF TR | $43.22万 | 0.01% | 8,645 | 3,736 | 76.1% | $18.68万 | 加仓 |
| R | RYDER SYS INC | $43.31万 | 0.01% | 1,642 | 229 | 16.2% | $6.04万 | 加仓 |
| CCK | CROWN HLDGS INC | $43.49万 | 0.01% | 3,889 | -387 | -9.1% | -$4.33万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $43.59万 | 0.01% | 2,046 | -244 | -10.7% | -$5.20万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $43.67万 | 0.01% | 44,512 | -1,849 | -4.0% | -$1.81万 | 减仓 |
| FOXA | FOX CORP | $43.68万 | 0.01% | 8,374 | 71 | 0.9% | $3,703 | 加仓 |
| — | NXG NEXTGEN INFRASTR INCM FD | $43.88万 | 0.01% | 6,781 | 48 | 0.7% | $3,106 | 加仓 |
| XEL | XCEL ENERGY INC | $43.97万 | 0.01% | 5,476 | 1,045 | 23.6% | $8.39万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $44.24万 | 0.01% | 9,564 | -70 | -0.7% | -$3,238 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $44.27万 | 0.01% | 7,351 | 938 | 14.6% | $5.65万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $44.33万 | 0.01% | 8,628 | -438 | -4.8% | -$2.25万 | 减仓 |
| — | WEBSTER FINL CORP | $44.36万 | 0.01% | 5,805 | 46 | 0.8% | $3,515 | 加仓 |
| SNPS | SYNOPSYS INC 看涨期权 | $44.61万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $44.63万 | 0.01% | 3,877 | 577 | 17.5% | $6.64万 | 加仓 |
| ETSY | ETSY INC | $44.78万 | 0.01% | 5,944 | 1,598 | 36.8% | $12.04万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $44.91万 | 0.01% | 14,671 | 14,671 | — | $44.91万 | 新建仓 |
| IGF | ISHARES TR | $44.91万 | 0.01% | 6,743 | 1 | 0.0% | $67 | 加仓 |
| THC | TENET HEALTHCARE CORP | $45.09万 | 0.01% | 2,410 | -243 | -9.2% | -$4.55万 | 减仓 |
| NUMG | NUSHARES ETF TR | $45.29万 | 0.01% | 9,644 | 3,574 | 58.9% | $16.78万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $45.30万 | 0.01% | 5,035 | 2,287 | 83.2% | $20.57万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $45.36万 | 0.01% | 1,549 | 66 | 4.5% | $1.93万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $45.37万 | 0.01% | 23,482 | -91 | -0.4% | -$1,758 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $45.63万 | 0.01% | 14,473 | 2,793 | 23.9% | $8.81万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $45.66万 | 0.01% | 10,070 | -763 | -7.0% | -$3.46万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $45.70万 | 0.01% | 16,857 | 6,553 | 63.6% | $17.76万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $45.79万 | 0.01% | 2,473 | 338 | 15.8% | $6.26万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $45.81万 | 0.01% | 10,608 | -2,870 | -21.3% | -$12.39万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $45.82万 | 0.01% | 3,449 | 130 | 3.9% | $1.73万 | 加仓 |
| BOXX | EA SERIES TRUST | $45.84万 | 0.01% | 3,915 | 191 | 5.1% | $2.24万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $45.87万 | 0.01% | 4,287 | 217 | 5.3% | $2.32万 | 加仓 |
| ADSK | AUTODESK INC | $45.94万 | 0.01% | 2,363 | -580 | -19.7% | -$11.28万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $46.09万 | 0.01% | 10,798 | -1,947 | -15.3% | -$8.31万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $46.15万 | 0.01% | 79,836 | -2,094 | -2.6% | -$1.21万 | 减仓 |
| PAVE | GLOBAL X FDS | $46.28万 | 0.01% | 7,854 | -238 | -2.9% | -$1.40万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $46.72万 | 0.01% | 1,301 | 77 | 6.3% | $2.77万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $46.73万 | 0.01% | 6,049 | 203 | 3.5% | $1.57万 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC | $47.05万 | 0.01% | 16,674 | 1 | 0.0% | $28 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $47.23万 | 0.01% | 10,531 | 2,203 | 26.5% | $9.88万 | 加仓 |
| ES | EVERSOURCE ENERGY | $47.24万 | 0.01% | 6,537 | 322 | 5.2% | $2.33万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $47.25万 | 0.01% | 8,193 | 1,404 | 20.7% | $8.10万 | 加仓 |
| UNM | UNUM GROUP | $47.26万 | 0.01% | 5,287 | 615 | 13.2% | $5.50万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $47.32万 | 0.01% | 15,632 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $47.45万 | 0.01% | 7,437 | -1 | -0.0% | -$64 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $47.60万 | 0.01% | 9,957 | 235 | 2.4% | $1.12万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $47.73万 | 0.01% | 20,156 | -2,299 | -10.2% | -$5.44万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $47.76万 | 0.01% | 11,855 | 2,056 | 21.0% | $8.28万 | 加仓 |
| COMT | ISHARES U S ETF TR | $47.82万 | 0.01% | 15,746 | 2,139 | 15.7% | $6.50万 | 加仓 |
| FNV | FRANCO NEV CORP | $48.13万 | 0.01% | 2,309 | -146 | -5.9% | -$3.04万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $48.35万 | 0.01% | 18,857 | 678 | 3.7% | $1.74万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $48.35万 | 0.01% | 26,065 | 11,151 | 74.8% | $20.69万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $48.36万 | 0.01% | 6,989 | 654 | 10.3% | $4.53万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $48.37万 | 0.01% | 4,315 | -38 | -0.9% | -$4,260 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $48.49万 | 0.01% | 3,170 | 195 | 6.6% | $2.98万 | 加仓 |
| MTZ | MASTEC INC | $48.51万 | 0.01% | 1,166 | 64 | 5.8% | $2.66万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $48.58万 | 0.01% | 4,106 | 334 | 8.9% | $3.95万 | 加仓 |
| IWD | ISHARES TR | $48.74万 | 0.01% | 2,011 | 4 | 0.2% | $970 | 加仓 |
| DOV | DOVER CORP | $48.83万 | 0.01% | 2,177 | 1 | 0.0% | $224 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $48.86万 | 0.01% | 105,759 | 3,008 | 2.9% | $1.39万 | 加仓 |
| ET | ENERGY TRANSFER L P | $48.88万 | 0.01% | 25,565 | 5,270 | 26.0% | $10.08万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $48.94万 | 0.01% | 2,031 | -79 | -3.7% | -$1.90万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $49.00万 | 0.01% | 5,183 | 450 | 9.5% | $4.25万 | 加仓 |
| ICVT | ISHARES TR | $49.03万 | 0.01% | 4,028 | 67 | 1.7% | $8,156 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $49.14万 | 0.01% | 3,015 | 507 | 20.2% | $8.26万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $49.47万 | 0.01% | 5,469 | -482 | -8.1% | -$4.36万 | 减仓 |
| SLV | ISHARES SILVER TR | $49.48万 | 0.01% | 9,254 | -64 | -0.7% | -$3,422 | 减仓 |
| AVAV | AEROVIRONMENT INC | $49.65万 | 0.01% | 3,008 | -226 | -7.0% | -$3.73万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $49.70万 | 0.01% | 3,613 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $49.72万 | 0.01% | 64,746 | 366 | 0.6% | $2,811 | 加仓 |
| WF | WOORI FINL GROUP INC | $49.90万 | 0.01% | 8,693 | -290 | -3.2% | -$1.66万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $49.91万 | 0.01% | 51,778 | -1,714 | -3.2% | -$1.65万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $49.93万 | 0.01% | 4,466 | 404 | 9.9% | $4.52万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $49.98万 | 0.01% | 8,587 | -371 | -4.1% | -$2.16万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $50.10万 | 0.01% | 1,092 | 78 | 7.7% | $3.58万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $50.11万 | 0.01% | 6,767 | -8,537 | -55.8% | -$63.21万 | 减仓 |
| DLTR | DOLLAR TREE INC | $50.12万 | 0.01% | 4,144 | 1,027 | 32.9% | $12.42万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $50.30万 | 0.01% | 3,935 | 3,935 | — | $50.30万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $50.36万 | 0.01% | 29,025 | -2,196 | -7.0% | -$3.81万 | 减仓 |
| APA | APA CORPORATION | $50.36万 | 0.01% | 15,462 | -2,623 | -14.5% | -$8.54万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $50.54万 | 0.01% | 34,761 | -1,205 | -3.4% | -$1.75万 | 减仓 |
| EIX | EDISON INTL | $50.55万 | 0.01% | 6,790 | 1,054 | 18.4% | $7.85万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $50.58万 | 0.01% | 20,552 | -2,339 | -10.2% | -$5.76万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $50.74万 | 0.01% | 13,618 | 19 | 0.1% | $708 | 加仓 |
| ZTS | ZOETIS INC | $50.91万 | 0.01% | 7,084 | -1,492 | -17.4% | -$10.72万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $51.10万 | 0.01% | 17,441 | 3,806 | 27.9% | $11.15万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $51.28万 | 0.01% | 3,077 | -1,133 | -26.9% | -$18.88万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $51.34万 | 0.01% | 2,054 | 164 | 8.7% | $4.10万 | 加仓 |
| VTR | VENTAS INC | $51.48万 | 0.01% | 5,798 | 463 | 8.7% | $4.11万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $51.67万 | 0.01% | 11,877 | 736 | 6.6% | $3.20万 | 加仓 |
| RS | RELIANCE INC | $51.67万 | 0.01% | 1,383 | 247 | 21.7% | $9.23万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $51.84万 | 0.01% | 23,585 | 6,297 | 36.4% | $13.84万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $52.10万 | 0.01% | 39,394 | 1,968 | 5.3% | $2.60万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $52.19万 | 0.01% | 2,787 | 474 | 20.5% | $8.88万 | 加仓 |
| SYY | SYSCO CORP | $52.30万 | 0.01% | 6,258 | -419 | -6.3% | -$3.50万 | 减仓 |
| UDR | UDR INC | $52.51万 | 0.01% | 13,153 | 6,216 | 89.6% | $24.82万 | 加仓 |
| CPT | CAMDEN PPTY TR | $52.74万 | 0.01% | 4,606 | 1,691 | 58.0% | $19.36万 | 加仓 |