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 |
|---|---|---|---|---|---|---|---|---|
| MLI | MUELLER INDS INC | $60.01万 | 0.02% | 5,416 | -293 | -5.1% | -$3.25万 | 减仓 |
| EEM | ISHARES TR | $60.20万 | 0.02% | 10,600 | 1,674 | 18.8% | $9.51万 | 加仓 |
| FNV | FRANCO NEV CORP | $60.65万 | 0.02% | 2,455 | 317 | 14.8% | $7.83万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $60.73万 | 0.02% | 5,264 | -175 | -3.2% | -$2.02万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $60.83万 | 0.02% | 13,092 | 6,805 | 108.2% | $31.62万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $60.85万 | 0.02% | 3,091 | 569 | 22.6% | $11.20万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $60.96万 | 0.02% | 13,478 | 3,274 | 32.1% | $14.81万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $61.14万 | 0.02% | 12,535 | -742 | -5.6% | -$3.62万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $61.29万 | 0.02% | 38,597 | 6,117 | 18.8% | $9.71万 | 加仓 |
| NTAP | NETAPP INC | $61.34万 | 0.02% | 5,991 | 149 | 2.6% | $1.53万 | 加仓 |
| CVNA | CARVANA CO | $61.52万 | 0.02% | 1,957 | -256 | -11.6% | -$8.05万 | 减仓 |
| SM | SM ENERGY COMPANY | $61.57万 | 0.02% | 19,746 | 19,746 | — | $61.57万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $61.85万 | 0.02% | 15,149 | -69,578 | -82.1% | -$284.09万 | 减仓 |
| KR | KROGER CO | $62.17万 | 0.02% | 8,592 | -962 | -10.1% | -$6.96万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $62.27万 | 0.02% | 19,502 | 19,502 | — | $62.27万 | 新建仓 |
| SLQD | ISHARES TR | $62.43万 | 0.02% | 12,365 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $62.81万 | 0.02% | 2,064 | 56 | 2.8% | $1.70万 | 加仓 |
| TFI | SPDR SERIES TRUST | $62.97万 | 0.02% | 13,888 | 6,307 | 83.2% | $28.60万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $63.09万 | 0.02% | 6,467 | 867 | 15.5% | $8.46万 | 加仓 |
| FER | FERROVIAL SE | $63.16万 | 0.02% | 9,710 | 2,720 | 38.9% | $17.69万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $63.22万 | 0.02% | 13,785 | 13,785 | — | $63.22万 | 新建仓 |
| IWN | ISHARES TR | $63.27万 | 0.02% | 3,337 | 735 | 28.2% | $13.94万 | 加仓 |
| SLV | ISHARES SILVER TR | $63.49万 | 0.02% | 9,318 | 1,222 | 15.1% | $8.33万 | 加仓 |
| SDY | SPDR SERIES TRUST | $63.60万 | 0.02% | 4,358 | 3 | 0.1% | $438 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $63.78万 | 0.02% | 6,382 | 6,382 | — | $63.78万 | 新建仓 |
| VAL | VALARIS LTD | $63.80万 | 0.02% | 6,507 | 6,507 | — | $63.80万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $63.83万 | 0.02% | 3,464 | 73 | 2.2% | $1.35万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $63.90万 | 0.02% | 6,539 | 165 | 2.6% | $1.61万 | 加仓 |
| DSI | ISHARES TR | $63.98万 | 0.02% | 5,279 | 1,061 | 25.2% | $12.86万 | 加仓 |
| TOL | TOLL BROTHERS INC | $64.03万 | 0.02% | 4,692 | 320 | 7.3% | $4.37万 | 加仓 |
| SNY | SANOFI SA | $64.07万 | 0.02% | 13,299 | -3,381 | -20.3% | -$16.29万 | 减仓 |
| SNPS | SYNOPSYS INC | $64.29万 | 0.02% | 1,621 | 132 | 8.9% | $5.23万 | 加仓 |
| BAP | CREDICORP LTD | $64.41万 | 0.02% | 1,899 | 127 | 7.2% | $4.31万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $64.61万 | 0.02% | 57,326 | 11,729 | 25.7% | $13.22万 | 加仓 |
| HDV | ISHARES TR | $64.66万 | 0.02% | 4,765 | 457 | 10.6% | $6.20万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $64.69万 | 0.02% | 14,125 | 1,334 | 10.4% | $6.11万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $65.15万 | 0.02% | 13,876 | 4,409 | 46.6% | $20.70万 | 加仓 |
| — | TEMPLETON EMERGING MKTS INCO | $65.59万 | 0.02% | 109,127 | 6,526 | 6.4% | $3.92万 | 加仓 |
| KEY | KEYCORP | $65.62万 | 0.02% | 32,729 | -525 | -1.6% | -$1.05万 | 减仓 |
| DASH | DOORDASH INC | $65.81万 | 0.02% | 4,383 | -994 | -18.5% | -$14.92万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $65.82万 | 0.02% | 8,188 | 248 | 3.1% | $1.99万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $65.84万 | 0.02% | 5,687 | -2,201 | -27.9% | -$25.48万 | 减仓 |
| NE | NOBLE CORP PLC | $65.91万 | 0.02% | 13,432 | 13,432 | — | $65.91万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $66.05万 | 0.02% | 9,710 | -197 | -2.0% | -$1.34万 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $66.07万 | 0.02% | 14,294 | 14,294 | — | $66.07万 | 新建仓 |
| MAS | MASCO CORP | $66.07万 | 0.02% | 10,944 | -149 | -1.3% | -$8,996 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $66.28万 | 0.02% | 8,751 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $66.47万 | 0.02% | 2,849 | -70 | -2.4% | -$1.63万 | 减仓 |
| EC | ECOPETROL S A | $66.47万 | 0.02% | 44,341 | 44,341 | — | $66.47万 | 新建仓 |
| — | ROYCE GLOBAL TRUST INC | $66.57万 | 0.02% | 49,821 | -2,704 | -5.1% | -$3.61万 | 减仓 |
| WAB | WABTEC | $66.62万 | 0.02% | 2,666 | 180 | 7.2% | $4.50万 | 加仓 |
| NVO | NOVO-NORDISK A S | $66.66万 | 0.02% | 18,137 | -12,200 | -40.2% | -$44.84万 | 减仓 |
| — | HASHDEX NASDAQ CME CRYPTO | $66.99万 | 0.02% | 38,881 | 38,881 | — | $66.99万 | 新建仓 |
| RL | RALPH LAUREN CORP | $67.04万 | 0.02% | 1,949 | 124 | 6.8% | $4.27万 | 加仓 |
| BURL | BURLINGTON STORES INC | $67.13万 | 0.02% | 2,063 | 375 | 22.2% | $12.20万 | 加仓 |
| IMCG | ISHARES TR | $67.13万 | 0.02% | 8,522 | -817 | -8.7% | -$6.44万 | 减仓 |
| MSCI | MSCI INC | $67.16万 | 0.02% | 1,246 | -181 | -12.7% | -$9.76万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $67.19万 | 0.02% | 26,368 | 5,387 | 25.7% | $13.73万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $67.34万 | 0.02% | 6,063 | 1,752 | 40.6% | $19.46万 | 加仓 |
| MTUM | ISHARES TR | $67.41万 | 0.02% | 2,809 | -515 | -15.5% | -$12.36万 | 减仓 |
| E | ENI SPA | $67.45万 | 0.02% | 11,915 | 1,248 | 11.7% | $7.06万 | 加仓 |
| OUSA | ALPS ETF TR | $67.61万 | 0.02% | 12,146 | 594 | 5.1% | $3.31万 | 加仓 |
| RELX | RELX PLC | $67.86万 | 0.02% | 20,470 | 3,837 | 23.1% | $12.72万 | 加仓 |
| IDV | ISHARES TR | $68.03万 | 0.02% | 15,985 | 15,985 | — | $68.03万 | 新建仓 |
| CCL | CARNIVAL CORP | $68.10万 | 0.02% | 26,315 | 1,635 | 6.6% | $4.23万 | 加仓 |
| URI | UNITED RENTALS INC | $68.36万 | 0.02% | 938 | -60 | -6.0% | -$4.37万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $68.57万 | 0.02% | 9,559 | 612 | 6.8% | $4.39万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $68.59万 | 0.02% | 17,461 | 118 | 0.7% | $4,635 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $68.76万 | 0.02% | 1,432 | 108 | 8.2% | $5.19万 | 加仓 |
| AZO | AUTOZONE INC | $68.91万 | 0.02% | 204 | -19 | -8.5% | -$6.42万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $69.02万 | 0.02% | 8,373 | -168 | -2.0% | -$1.38万 | 减仓 |
| BIDU | BAIDU INC | $69.04万 | 0.02% | 6,197 | -221 | -3.4% | -$2.46万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $69.38万 | 0.02% | 27,174 | 811 | 3.1% | $2.07万 | 加仓 |
| CBRE | CBRE GROUP INC | $69.41万 | 0.02% | 5,124 | -809 | -13.6% | -$10.96万 | 减仓 |
| IX | ORIX CORP | $69.46万 | 0.02% | 23,160 | 4,404 | 23.5% | $13.21万 | 加仓 |
| EVRG | EVERGY INC | $69.54万 | 0.02% | 8,489 | 17 | 0.2% | $1,393 | 加仓 |
| TGT | TARGET CORP | $69.67万 | 0.02% | 5,748 | 1,876 | 48.5% | $22.74万 | 加仓 |
| IAGG | ISHARES TR | $69.70万 | 0.02% | 13,929 | 13,929 | — | $69.70万 | 新建仓 |
| F | FORD MTR CO | $69.87万 | 0.02% | 60,543 | -6,395 | -9.6% | -$7.38万 | 减仓 |
| PUK | PRUDENTIAL PLC | $70.11万 | 0.02% | 24,661 | 913 | 3.8% | $2.60万 | 加仓 |
| MELI | MERCADOLIBRE INC | $70.20万 | 0.02% | 406 | -878 | -68.4% | -$151.81万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $70.24万 | 0.02% | 1,782 | 88 | 5.2% | $3.47万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $70.43万 | 0.02% | 6,223 | 223 | 3.7% | $2.52万 | 加仓 |
| ADSK | AUTODESK INC | $70.46万 | 0.02% | 2,943 | -385 | -11.6% | -$9.22万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $70.58万 | 0.02% | 3,601 | 19 | 0.5% | $3,724 | 加仓 |
| DDOG | DATADOG INC | $70.74万 | 0.02% | 5,992 | -2,724 | -31.3% | -$32.16万 | 减仓 |
| WPC | WP CAREY INC | $70.78万 | 0.02% | 10,415 | -112 | -1.1% | -$7,612 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $70.78万 | 0.02% | 1,631 | 389 | 31.3% | $16.88万 | 加仓 |
| D | DOMINION ENERGY INC | $71.22万 | 0.02% | 11,521 | -189 | -1.6% | -$1.17万 | 减仓 |
| TDF | TEMPLETON DRAGON FD INC | $71.65万 | 0.02% | 67,534 | 7,198 | 11.9% | $7.64万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $71.71万 | 0.02% | 14,656 | 3,035 | 26.1% | $14.85万 | 加仓 |
| IBN | ICICI BANK LIMITED | $71.75万 | 0.02% | 27,703 | -24,044 | -46.5% | -$62.27万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $71.94万 | 0.02% | 29,097 | 661 | 2.3% | $1.63万 | 加仓 |
| USHY | ISHARES TR | $72.31万 | 0.02% | 19,627 | 962 | 5.2% | $3.54万 | 加仓 |
| L | LOEWS CORP | $72.47万 | 0.02% | 6,789 | 437 | 6.9% | $4.66万 | 加仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $72.71万 | 0.02% | 64,461 | 2,201 | 3.5% | $2.48万 | 加仓 |
| IGM | ISHARES TR | $72.87万 | 0.02% | 6,149 | 1,144 | 22.9% | $13.56万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $73.03万 | 0.02% | 4,210 | 1,462 | 53.2% | $25.36万 | 加仓 |
| PHM | PULTE GROUP INC | $73.39万 | 0.02% | 6,240 | -155 | -2.4% | -$1.82万 | 减仓 |
| SCI | SERVICE CORP INTL | $73.50万 | 0.02% | 8,908 | -859 | -8.8% | -$7.09万 | 减仓 |