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 |
|---|---|---|---|---|---|---|---|---|
| CHT | CHUNGHWA TELECOM CO LTD | $46.44万 | 0.01% | 10,994 | 642 | 6.2% | $2.71万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $46.56万 | 0.01% | 1,360 | -398 | -22.6% | -$13.63万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $46.67万 | 0.01% | 2,282 | 400 | 21.3% | $8.18万 | 加仓 |
| BE | BLOOM ENERGY CORP | $46.67万 | 0.01% | 3,445 | 38 | 1.1% | $5,148 | 加仓 |
| SPYG | SPDR SERIES TRUST | $46.87万 | 0.01% | 4,787 | -4,635 | -49.2% | -$45.38万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $46.97万 | 0.01% | 53,492 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $46.99万 | 0.01% | 31,221 | -1,063 | -3.3% | -$1.60万 | 减仓 |
| SUSL | ISHARES TR | $47.19万 | 0.01% | 4,154 | -52 | -1.2% | -$5,907 | 减仓 |
| NLR | VANECK ETF TRUST | $47.28万 | 0.01% | 3,550 | 1,721 | 94.1% | $22.92万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $47.57万 | 0.01% | 102,751 | -788 | -0.8% | -$3,648 | 减仓 |
| NTR | NUTRIEN LTD | $47.62万 | 0.01% | 6,310 | 939 | 17.5% | $7.09万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $47.63万 | 0.01% | 2,438 | 808 | 49.6% | $15.78万 | 加仓 |
| SYY | SYSCO CORP | $47.63万 | 0.01% | 6,677 | 29 | 0.4% | $2,069 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $47.66万 | 0.01% | 5,951 | 2,030 | 51.8% | $16.26万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $47.78万 | 0.01% | 5,707 | 1,019 | 21.7% | $8.53万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $47.85万 | 0.01% | 19,154 | 9,856 | 106.0% | $24.62万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $48.26万 | 0.01% | 22,455 | -4,067 | -15.3% | -$8.74万 | 减仓 |
| JBL | JABIL INC | $48.29万 | 0.01% | 1,818 | 136 | 8.1% | $3.61万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $48.32万 | 0.01% | 13,599 | -1,509 | -10.0% | -$5.36万 | 减仓 |
| MRNA | MODERNA INC | $48.35万 | 0.01% | 9,517 | 9,517 | — | $48.35万 | 新建仓 |
| MTB | M & T BK CORP | $48.37万 | 0.01% | 2,340 | 257 | 12.3% | $5.31万 | 加仓 |
| FOXA | FOX CORP | $48.49万 | 0.01% | 8,303 | -1,949 | -19.0% | -$11.38万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $48.64万 | 0.01% | 11,141 | 325 | 3.0% | $1.42万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $48.80万 | 0.01% | 7,800 | 1,980 | 34.0% | $12.39万 | 加仓 |
| SNOW | SNOWFLAKE INC | $49.10万 | 0.02% | 3,255 | 127 | 4.1% | $1.92万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $49.12万 | 0.02% | 14,266 | 929 | 7.0% | $3.20万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $49.60万 | 0.02% | 35,966 | -46,887 | -56.6% | -$64.66万 | 减仓 |
| VST | VISTRA CORP | $49.67万 | 0.02% | 3,304 | 210 | 6.8% | $3.16万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $49.71万 | 0.02% | 10,833 | -8,376 | -43.6% | -$38.44万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $49.99万 | 0.02% | 16,386 | 1,559 | 10.5% | $4.76万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $50.06万 | 0.02% | 2,653 | 1,152 | 76.7% | $21.74万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $50.15万 | 0.02% | 2,290 | 545 | 31.2% | $11.94万 | 加仓 |
| BIIB | BIOGEN INC | $50.26万 | 0.02% | 2,742 | -536 | -16.4% | -$9.83万 | 减仓 |
| HLN | HALEON PLC | $50.34万 | 0.02% | 50,285 | 15,740 | 45.6% | $15.76万 | 加仓 |
| EMGF | ISHARES INC | $50.54万 | 0.02% | 8,363 | -4,551 | -35.2% | -$27.50万 | 减仓 |
| OC | OWENS CORNING NEW | $51.07万 | 0.02% | 4,719 | -157 | -3.2% | -$1.70万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $51.09万 | 0.02% | 2,051 | 169 | 9.0% | $4.21万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $51.20万 | 0.02% | 13,142 | 3,818 | 40.9% | $14.87万 | 加仓 |
| PNR | PENTAIR PLC | $51.32万 | 0.02% | 5,891 | -487 | -7.6% | -$4.24万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $51.95万 | 0.02% | 5,054 | 1,459 | 40.6% | $15.00万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $52.07万 | 0.02% | 2,500 | 2,500 | — | $52.07万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $52.20万 | 0.02% | 2,470 | -143 | -5.5% | -$3.02万 | 减仓 |
| FFIV | F5 INC | $52.25万 | 0.02% | 1,806 | 565 | 45.5% | $16.35万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $52.44万 | 0.02% | 8,958 | 294 | 3.4% | $1.72万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $52.45万 | 0.02% | 1,235 | -1,913 | -60.8% | -$81.24万 | 减仓 |
| ITT | ITT INC | $52.47万 | 0.02% | 2,754 | 419 | 17.9% | $7.98万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $52.59万 | 0.02% | 13,004 | -5,433 | -29.5% | -$21.97万 | 减仓 |
| CI | THE CIGNA GROUP | $52.73万 | 0.02% | 1,977 | 33 | 1.7% | $8,802 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $52.92万 | 0.02% | 2,227 | 395 | 21.6% | $9.39万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $53.03万 | 0.02% | 9,066 | 819 | 9.9% | $4.79万 | 加仓 |
| NTRA | NATERA INC | $53.12万 | 0.02% | 2,656 | 132 | 5.2% | $2.64万 | 加仓 |
| CLS | CELESTICA INC | $53.43万 | 0.02% | 1,897 | -3,282 | -63.4% | -$92.45万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $53.50万 | 0.02% | 46,764 | 6,519 | 16.2% | $7.46万 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $53.56万 | 0.02% | 14,687 | 14,687 | — | $53.56万 | 新建仓 |
| — | GLOBAL X FDS | $53.64万 | 0.02% | 14,586 | 403 | 2.8% | $1.48万 | 加仓 |
| AME | AMETEK INC | $54.16万 | 0.02% | 2,526 | 290 | 13.0% | $6.22万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $54.22万 | 0.02% | 25,636 | -2,290 | -8.2% | -$4.84万 | 减仓 |
| EEMV | ISHARES INC | $54.44万 | 0.02% | 8,410 | 195 | 2.4% | $1.26万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $54.72万 | 0.02% | 18,999 | 18,999 | — | $54.72万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $54.78万 | 0.02% | 22,891 | 1,579 | 7.4% | $3.78万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED 看涨期权 | $54.90万 | 0.02% | 150,000 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $54.90万 | 0.02% | 11,446 | 828 | 7.8% | $3.97万 | 加仓 |
| BWA | BORGWARNER INC | $55.03万 | 0.02% | 10,141 | 1,514 | 17.5% | $8.22万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $55.13万 | 0.02% | 30,591 | 2,415 | 8.6% | $4.35万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $55.22万 | 0.02% | 5,839 | 1,126 | 23.9% | $10.65万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $55.34万 | 0.02% | 61,630 | 8,486 | 16.0% | $7.62万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $55.38万 | 0.02% | 80,375 | 1,215 | 1.5% | $8,371 | 加仓 |
| EXC | EXELON CORP | $55.48万 | 0.02% | 11,318 | 536 | 5.0% | $2.63万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $55.59万 | 0.02% | 3,536 | 649 | 22.5% | $10.20万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $55.78万 | 0.02% | 5,225 | -172 | -3.2% | -$1.84万 | 减仓 |
| PKG | PACKAGING CORP AMER | $55.79万 | 0.02% | 2,629 | 73 | 2.9% | $1.55万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $56.03万 | 0.02% | 2,287 | 60 | 2.7% | $1.47万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $56.12万 | 0.02% | 2,727 | 707 | 35.0% | $14.55万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $56.20万 | 0.02% | 11,329 | 2 | 0.0% | $99 | 加仓 |
| VOD | VODAFONE GROUP PLC | $56.21万 | 0.02% | 37,426 | 2,406 | 6.9% | $3.61万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $56.29万 | 0.02% | 23,573 | 4,720 | 25.0% | $11.27万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $56.30万 | 0.02% | 32,907 | 1,204 | 3.8% | $2.06万 | 加仓 |
| VET | VERMILION ENERGY INC | $56.82万 | 0.02% | 41,231 | 41,231 | — | $56.82万 | 新建仓 |
| VEEV | VEEVA SYS INC | $56.94万 | 0.02% | 3,241 | -815 | -20.1% | -$14.32万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $56.97万 | 0.02% | 20,929 | -1,071 | -4.9% | -$2.92万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $57.19万 | 0.02% | 8,649 | -812 | -8.6% | -$5.37万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $57.30万 | 0.02% | 9,940 | 2,095 | 26.7% | $12.08万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $57.34万 | 0.02% | 8,087 | 6 | 0.1% | $425 | 加仓 |
| BBD | BANCO BRADESCO S A | $57.92万 | 0.02% | 158,680 | 3,247 | 2.1% | $1.19万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $58.11万 | 0.02% | 2,938 | 879 | 42.7% | $17.38万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $58.11万 | 0.02% | 2,793 | -300 | -9.7% | -$6.24万 | 减仓 |
| VTRS | VIATRIS INC | $58.29万 | 0.02% | 43,142 | 3,774 | 9.6% | $5.10万 | 加仓 |
| GVA | GRANITE CONSTR INC | $58.31万 | 0.02% | 4,864 | -233 | -4.6% | -$2.79万 | 减仓 |
| NOK | NOKIA CORP | $58.70万 | 0.02% | 73,014 | 17,143 | 30.7% | $13.78万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $58.72万 | 0.02% | 2,543 | 412 | 19.3% | $9.51万 | 加仓 |
| OEF | ISHARES TR | $58.78万 | 0.02% | 1,848 | 60 | 3.4% | $1.91万 | 加仓 |
| ABEV | AMBEV SA | $58.91万 | 0.02% | 201,752 | 57,516 | 39.9% | $16.79万 | 加仓 |
| XPO | XPO INC | $59.05万 | 0.02% | 3,035 | 715 | 30.8% | $13.91万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $59.20万 | 0.02% | 3,234 | 728 | 29.1% | $13.33万 | 加仓 |
| WWD | WOODWARD INC | $59.42万 | 0.02% | 1,660 | -11 | -0.7% | -$3,937 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $59.65万 | 0.02% | 10,228 | 10,228 | — | $59.65万 | 新建仓 |
| SANM | SANMINA CORP | $59.69万 | 0.02% | 4,604 | -595 | -11.4% | -$7.71万 | 减仓 |
| WF | WOORI FINL GROUP INC | $59.83万 | 0.02% | 8,983 | 809 | 9.9% | $5.39万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $59.91万 | 0.02% | 3,364 | -373 | -10.0% | -$6.64万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $59.99万 | 0.02% | 1,579 | -7 | -0.4% | -$2,659 | 减仓 |