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
AVGO 加仓+$1,303.77万
MINT 加仓+$1,220.38万
AAPL 加仓+$1,004.17万
IVV 加仓+$976.85万
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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $52.84万 | 0.01% | 3,491 | -45 | -1.3% | -$6,811 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $52.91万 | 0.01% | 11,955 | 961 | 8.7% | $4.25万 | 加仓 |
| PDD | PDD HOLDINGS INC | $53.30万 | 0.01% | 6,987 | -3,714 | -34.7% | -$28.33万 | 减仓 |
| HUM | HUMANA INC | $53.31万 | 0.01% | 1,342 | 1,342 | — | $53.31万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $53.34万 | 0.01% | 20,335 | -9,279 | -31.3% | -$24.34万 | 减仓 |
| FER | FERROVIAL NV | $53.47万 | 0.01% | 7,793 | -1,917 | -19.7% | -$13.15万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $53.48万 | 0.01% | 2,014 | -37 | -1.8% | -$9,824 | 减仓 |
| MKSI | MKS INC. | $53.73万 | 0.01% | 1,208 | 123 | 11.3% | $5.47万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $53.82万 | 0.01% | 14,266 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $53.86万 | 0.01% | 1,207 | -414 | -25.5% | -$18.47万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $53.91万 | 0.01% | 1,863 | 235 | 14.4% | $6.80万 | 加仓 |
| EME | EMCOR GROUP INC | $54.00万 | 0.01% | 651 | 88 | 15.6% | $7.30万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $54.08万 | 0.01% | 4,393 | -2,651 | -37.6% | -$32.63万 | 减仓 |
| VEEV | VEEVA SYS INC | $54.13万 | 0.01% | 3,050 | -191 | -5.9% | -$3.39万 | 减仓 |
| GDX | VANECK ETF TRUST | $54.40万 | 0.01% | 7,210 | -6,433 | -47.2% | -$48.53万 | 减仓 |
| RBC | RBC BEARINGS INC | $54.68万 | 0.01% | 849 | 40 | 4.9% | $2.58万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $54.72万 | 0.01% | 12,005 | -1,780 | -12.9% | -$8.11万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $54.91万 | 0.01% | 4,121 | 51 | 1.3% | $6,795 | 加仓 |
| SUSL | ISHARES TR | $54.91万 | 0.01% | 4,136 | -18 | -0.4% | -$2,390 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $55.13万 | 0.01% | 33,010 | 103 | 0.3% | $1,720 | 加仓 |
| SLYV | SPDR SERIES TRUST | $55.16万 | 0.01% | 5,055 | -784 | -13.4% | -$8.55万 | 减仓 |
| ITT | ITT INC | $55.27万 | 0.01% | 2,795 | 41 | 1.5% | $8,108 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $55.31万 | 0.01% | 6,604 | 701 | 11.9% | $5.87万 | 加仓 |
| BBD | BANCO BRADESCO S A | $55.40万 | 0.01% | 159,659 | 979 | 0.6% | $3,397 | 加仓 |
| — | GLOBAL X FDS | $55.50万 | 0.01% | 14,905 | 319 | 2.2% | $1.19万 | 加仓 |
| AZO | AUTOZONE INC | $55.93万 | 0.01% | 175 | -29 | -14.2% | -$9.27万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $56.36万 | 0.01% | 1,357 | -274 | -16.8% | -$11.38万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $56.41万 | 0.01% | 25,228 | -408 | -1.6% | -$9,123 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $56.48万 | 0.01% | 13,691 | 549 | 4.2% | $2.26万 | 加仓 |
| VST | VISTRA CORP | $56.49万 | 0.01% | 3,561 | 257 | 7.8% | $4.08万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED 看涨期权 | $56.55万 | 0.01% | 150,000 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $56.57万 | 0.01% | 8,074 | 852 | 11.8% | $5.97万 | 加仓 |
| BURL | BURLINGTON STORES INC | $56.58万 | 0.01% | 1,786 | -277 | -13.4% | -$8.78万 | 减仓 |
| AIZ | ASSURANT INC | $56.77万 | 0.01% | 2,114 | 381 | 22.0% | $10.23万 | 加仓 |
| MGK | VANGUARD WORLD FD | $56.98万 | 0.01% | 6,481 | 6,481 | — | $56.98万 | 新建仓 |
| HBM | HUDBAY MINERALS INC | $57.30万 | 0.01% | 24,271 | 24,271 | — | $57.30万 | 新建仓 |
| KR | KROGER CO | $57.33万 | 0.01% | 10,324 | 1,732 | 20.2% | $9.62万 | 加仓 |
| SNY | SANOFI SA | $57.45万 | 0.01% | 13,468 | 169 | 1.3% | $7,210 | 加仓 |
| MTB | M & T BK CORP | $57.60万 | 0.02% | 2,420 | 80 | 3.4% | $1.90万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $57.60万 | 0.02% | 11,331 | 2 | 0.0% | $102 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $57.74万 | 0.02% | 7,415 | 1,428 | 23.9% | $11.12万 | 加仓 |
| BPOP | POPULAR INC | $57.74万 | 0.02% | 3,517 | 584 | 19.9% | $9.59万 | 加仓 |
| KIM | KIMCO REALTY CORP | $58.10万 | 0.02% | 22,917 | 2,766 | 13.7% | $7.01万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $58.15万 | 0.02% | 2,149 | -138 | -6.0% | -$3.73万 | 减仓 |
| — | SPROTT FDS TR | $58.19万 | 0.02% | 15,192 | 15,192 | — | $58.19万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II | $58.25万 | 0.02% | 81,700 | 1,325 | 1.6% | $9,447 | 加仓 |
| FTK | FLOTEK INDUSTRIES INC | $58.40万 | 0.02% | 24,831 | 24,831 | — | $58.40万 | 新建仓 |
| E | ENI SPA | $58.42万 | 0.02% | 12,466 | 551 | 4.6% | $2.58万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $58.67万 | 0.02% | 2,557 | 98 | 4.0% | $2.25万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $59.14万 | 0.02% | 2,489 | 19 | 0.8% | $4,514 | 加仓 |
| PSA | PUBLIC STORAGE | $59.15万 | 0.02% | 1,858 | 811 | 77.5% | $25.82万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $59.31万 | 0.02% | 13,155 | 151 | 1.2% | $6,808 | 加仓 |
| NU | NU HLDGS LTD | $59.42万 | 0.02% | 44,475 | -7,777 | -14.9% | -$10.39万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $59.69万 | 0.02% | 49,745 | 2,981 | 6.4% | $3.58万 | 加仓 |
| PUK | PRUDENTIAL PLC | $59.75万 | 0.02% | 22,285 | -2,376 | -9.6% | -$6.37万 | 减仓 |
| PAYX | PAYCHEX INC | $60.01万 | 0.02% | 6,102 | 2,586 | 73.5% | $25.43万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $60.05万 | 0.02% | 24,462 | -15,305 | -38.5% | -$37.57万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $60.07万 | 0.02% | 20,929 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $60.30万 | 0.02% | 32,540 | 1,949 | 6.4% | $3.61万 | 加仓 |
| BIIB | BIOGEN INC | $60.32万 | 0.02% | 2,792 | 50 | 1.8% | $1.08万 | 加仓 |
| SCI | SERVICE CORP INTL | $60.55万 | 0.02% | 7,971 | -937 | -10.5% | -$7.12万 | 减仓 |
| ALB | ALBEMARLE CORP | $60.57万 | 0.02% | 4,485 | -223 | -4.7% | -$3.01万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $60.74万 | 0.02% | 456 | 109 | 31.4% | $14.52万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $60.75万 | 0.02% | 3,348 | -16 | -0.5% | -$2,903 | 减仓 |
| ELVA | ELECTROVAYA INC | $61.25万 | 0.02% | 58,337 | 58,337 | — | $61.25万 | 新建仓 |
| EMGF | ISHARES INC | $61.27万 | 0.02% | 8,363 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $61.46万 | 0.02% | 8,776 | -741 | -7.8% | -$5.19万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $62.37万 | 0.02% | 26,307 | 4,614 | 21.3% | $10.94万 | 加仓 |
| ATI | ATI INC | $62.40万 | 0.02% | 3,166 | 788 | 33.1% | $15.53万 | 加仓 |
| PKG | PACKAGING CORP AMER | $62.52万 | 0.02% | 2,624 | -5 | -0.2% | -$1,191 | 减仓 |
| EXC | EXELON CORP | $62.55万 | 0.02% | 13,417 | 2,099 | 18.5% | $9.79万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $62.59万 | 0.02% | 19,566 | 64 | 0.3% | $2,047 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $62.79万 | 0.02% | 8,450 | -199 | -2.3% | -$1.48万 | 减仓 |
| CVNA | CARVANA CO | $62.92万 | 0.02% | 9,559 | -226 | -2.3% | -$1.49万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $62.94万 | 0.02% | 14,294 | -855 | -5.6% | -$3.76万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $62.98万 | 0.02% | 8,586 | 1,203 | 16.3% | $8.82万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $63.34万 | 0.02% | 2,924 | 486 | 19.9% | $10.53万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $63.38万 | 0.02% | 2,045 | -19 | -0.9% | -$5,889 | 减仓 |
| BIDU | BAIDU INC | $63.47万 | 0.02% | 5,554 | -643 | -10.4% | -$7.35万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $63.48万 | 0.02% | 16,055 | 5,862 | 57.5% | $23.18万 | 加仓 |
| MDT | MEDTRONIC PLC | $63.76万 | 0.02% | 8,150 | -6,025 | -42.5% | -$47.13万 | 减仓 |
| CLS | CELESTICA INC | $64.02万 | 0.02% | 1,755 | -142 | -7.5% | -$5.18万 | 减仓 |
| INTU | INTUIT | $64.14万 | 0.02% | 2,457 | -1,624 | -39.8% | -$42.39万 | 减仓 |
| AME | AMETEK INC | $64.27万 | 0.02% | 2,656 | 130 | 5.1% | $3.15万 | 加仓 |
| EEMV | ISHARES INC | $64.30万 | 0.02% | 8,542 | 132 | 1.6% | $9,937 | 加仓 |
| HDV | ISHARES TR | $64.45万 | 0.02% | 23,512 | -313 | -1.3% | -$8,579 | 减仓 |
| DEO | DIAGEO PLC | $64.49万 | 0.02% | 8,023 | 5,042 | 169.1% | $40.53万 | 加仓 |
| TFI | SPDR SERIES TRUST | $64.65万 | 0.02% | 14,115 | 227 | 1.6% | $1.04万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $64.66万 | 0.02% | 10,560 | 6,429 | 155.6% | $39.36万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $64.92万 | 0.02% | 32,494 | 32,494 | — | $64.92万 | 新建仓 |
| CBRE | CBRE GROUP INC | $65.10万 | 0.02% | 4,833 | -291 | -5.7% | -$3.92万 | 减仓 |
| ITA | ISHARES TR | $65.46万 | 0.02% | 2,700 | 854 | 46.3% | $20.70万 | 加仓 |
| NI | NISOURCE INC | $65.48万 | 0.02% | 13,772 | -3,008 | -17.9% | -$14.30万 | 减仓 |
| XPO | XPO INC | $65.53万 | 0.02% | 3,192 | 157 | 5.2% | $3.22万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $65.90万 | 0.02% | 3,335 | -129 | -3.7% | -$2.55万 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $65.96万 | 0.02% | 14,507 | 213 | 1.5% | $9,685 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $66.31万 | 0.02% | 8,093 | 6 | 0.1% | $492 | 加仓 |
| MELI | MERCADOLIBRE INC | $66.88万 | 0.02% | 394 | -12 | -3.0% | -$2.04万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $67.32万 | 0.02% | 1,726 | -754 | -30.4% | -$29.41万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $67.40万 | 0.02% | 60,449 | 3,123 | 5.4% | $3.48万 | 加仓 |