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
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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 |
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SERIES TRUST | $67.44万 | 0.02% | 4,432 | 74 | 1.7% | $1.13万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $67.68万 | 0.02% | 2,645 | 102 | 4.0% | $2.61万 | 加仓 |
| RELX | RELX PLC | $67.74万 | 0.02% | 21,389 | 919 | 4.5% | $2.91万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $68.27万 | 0.02% | 7,710 | -663 | -7.9% | -$5.87万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $68.32万 | 0.02% | 1,290 | -142 | -9.9% | -$7.52万 | 减仓 |
| AXIAY | AXIA ENERGIA SA | $68.44万 | 0.02% | 64,810 | 349 | 0.5% | $3,685 | 加仓 |
| VXF | VANGUARD INDEX FDS | $68.59万 | 0.02% | 2,786 | 59 | 2.2% | $1.45万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $68.99万 | 0.02% | 5,073 | 804 | 18.8% | $10.93万 | 加仓 |
| PYLD | PIMCO ETF TR | $69.01万 | 0.02% | 26,021 | 10,974 | 72.9% | $29.10万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $69.44万 | 0.02% | 38,730 | 133 | 0.3% | $2,385 | 加仓 |
| ABEV | AMBEV SA | $69.73万 | 0.02% | 222,072 | 20,320 | 10.1% | $6.38万 | 加仓 |
| — | ROYCE GLOBAL TRUST INC | $69.75万 | 0.02% | 49,014 | -807 | -1.6% | -$1.15万 | 减仓 |
| AGNC | AGNC INVT CORP | $69.87万 | 0.02% | 64,101 | 24,636 | 62.4% | $26.85万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $70.02万 | 0.02% | 1,811 | 939 | 107.7% | $36.31万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $70.02万 | 0.02% | 5,997 | 310 | 5.5% | $3.62万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $70.05万 | 0.02% | 17,202 | -259 | -1.5% | -$1.05万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $70.55万 | 0.02% | 12,516 | -576 | -4.4% | -$3.25万 | 减仓 |
| HDB | HDFC BANK LTD | $70.76万 | 0.02% | 27,396 | 11,651 | 74.0% | $30.09万 | 加仓 |
| — | VOYA ASIA PAC HIGH DIV EQT I | $70.80万 | 0.02% | 76,375 | 76,375 | — | $70.80万 | 新建仓 |
| USHY | ISHARES TR | $70.82万 | 0.02% | 19,130 | -497 | -2.5% | -$1.84万 | 减仓 |
| AON | AON PLC | $70.85万 | 0.02% | 2,136 | -597 | -21.8% | -$19.80万 | 减仓 |
| — | ELECTRONIC ARTS INC | $70.99万 | 0.02% | 3,462 | -209 | -5.7% | -$4.29万 | 减仓 |
| SRE | SEMPRA | $71.31万 | 0.02% | 7,692 | -526 | -6.4% | -$4.88万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $71.47万 | 0.02% | 2,945 | 188 | 6.8% | $4.56万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $71.68万 | 0.02% | 12,784 | 1,338 | 11.7% | $7.50万 | 加仓 |
| ARGX | ARGENX SE | $71.80万 | 0.02% | 774 | 181 | 30.5% | $16.79万 | 加仓 |
| OEF | ISHARES TR | $71.83万 | 0.02% | 1,963 | 115 | 6.2% | $4.21万 | 加仓 |
| MLI | MUELLER INDS INC | $71.98万 | 0.02% | 5,855 | 439 | 8.1% | $5.40万 | 加仓 |
| SMH | VANECK ETF TRUST | $72.20万 | 0.02% | 1,101 | 553 | 100.9% | $36.27万 | 加仓 |
| IWN | ISHARES TR | $72.22万 | 0.02% | 3,265 | -72 | -2.2% | -$1.59万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $72.33万 | 0.02% | 9,108 | -3,848 | -29.7% | -$30.56万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $72.50万 | 0.02% | 9,650 | -578 | -5.7% | -$4.34万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $72.55万 | 0.02% | 9,251 | 1,451 | 18.6% | $11.38万 | 加仓 |
| — | VOYA EMERGING MKTS HIGH DIVI | $72.83万 | 0.02% | 93,375 | 93,375 | — | $72.83万 | 新建仓 |
| — | NUVEEN MORTGAGE AND INCOME F | $73.19万 | 0.02% | 41,876 | 267 | 0.6% | $4,667 | 加仓 |
| MSCI | MSCI INC | $73.26万 | 0.02% | 1,308 | 62 | 5.0% | $3.47万 | 加仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $73.29万 | 0.02% | 29,576 | 29,576 | — | $73.29万 | 新建仓 |
| CI | THE CIGNA GROUP | $73.38万 | 0.02% | 2,662 | 685 | 34.6% | $18.88万 | 加仓 |
| ENFR | ALPS ETF TR | $73.42万 | 0.02% | 19,269 | -2,166 | -10.1% | -$8.25万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $73.49万 | 0.02% | 24,998 | 8,828 | 54.6% | $25.95万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $73.57万 | 0.02% | 3,078 | -18 | -0.6% | -$4,302 | 减仓 |
| SLB | SLB LIMITED | $73.60万 | 0.02% | 15,832 | 951 | 6.4% | $4.42万 | 加仓 |
| TDF | TEMPLETON DRAGON FD INC | $73.67万 | 0.02% | 67,650 | 116 | 0.2% | $1,263 | 加仓 |
| WAB | WABTEC | $73.75万 | 0.02% | 2,736 | 70 | 2.6% | $1.89万 | 加仓 |
| IDV | ISHARES TR | $73.95万 | 0.02% | 17,850 | 1,865 | 11.7% | $7.73万 | 加仓 |
| NTRA | NATERA INC | $74.02万 | 0.02% | 2,727 | 71 | 2.7% | $1.93万 | 加仓 |
| WWD | WOODWARD INC | $74.07万 | 0.02% | 1,741 | 81 | 4.9% | $3.45万 | 加仓 |
| BWA | BORGWARNER INC | $74.46万 | 0.02% | 11,213 | 1,072 | 10.6% | $7.12万 | 加仓 |
| YUM | YUM BRANDS INC | $74.53万 | 0.02% | 4,662 | -272 | -5.5% | -$4.35万 | 减仓 |
| JD | JD.COM INC | $74.58万 | 0.02% | 29,272 | -767 | -2.6% | -$1.95万 | 减仓 |
| SNOW | SNOWFLAKE INC | $74.65万 | 0.02% | 2,933 | -322 | -9.9% | -$8.20万 | 减仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $74.68万 | 0.02% | 13,863 | 13,863 | — | $74.68万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $74.86万 | 0.02% | 9,075 | 324 | 3.7% | $2.67万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $74.87万 | 0.02% | 3,154 | 305 | 10.7% | $7.24万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $74.90万 | 0.02% | 6,281 | 1,227 | 24.3% | $14.63万 | 加仓 |
| DSI | ISHARES TR | $74.92万 | 0.02% | 5,262 | -17 | -0.3% | -$2,421 | 减仓 |
| WPC | WP CAREY INC | $74.95万 | 0.02% | 10,482 | 67 | 0.6% | $4,790 | 加仓 |
| NLR | VANECK ETF TRUST | $75.30万 | 0.02% | 6,492 | 2,942 | 82.9% | $34.12万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $75.64万 | 0.02% | 16,158 | 2,282 | 16.4% | $10.68万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $75.75万 | 0.02% | 6,847 | 624 | 10.0% | $6.90万 | 加仓 |
| RL | RALPH LAUREN CORP | $75.99万 | 0.02% | 1,893 | -56 | -2.9% | -$2.25万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $76.04万 | 0.02% | 9,451 | 9,451 | — | $76.04万 | 新建仓 |
| ARKF | ARK ETF TR | $76.05万 | 0.02% | 19,272 | -1,955 | -9.2% | -$7.71万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $76.09万 | 0.02% | 29,276 | 2,908 | 11.0% | $7.56万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $76.15万 | 0.02% | 10,218 | -73 | -0.7% | -$5,441 | 减仓 |
| AXON | AXON ENTERPRISE INC | $76.33万 | 0.02% | 1,362 | 127 | 10.3% | $7.12万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $76.70万 | 0.02% | 7,219 | 752 | 11.6% | $7.99万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $76.92万 | 0.02% | 26,923 | 26,923 | — | $76.92万 | 新建仓 |
| L | LOEWS CORP | $77.27万 | 0.02% | 6,825 | 36 | 0.5% | $4,076 | 加仓 |
| BAP | CREDICORP LTD | $77.30万 | 0.02% | 1,984 | 85 | 4.5% | $3.31万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $77.40万 | 0.02% | 8,968 | 780 | 9.5% | $6.73万 | 加仓 |
| EVRG | EVERGY INC | $77.52万 | 0.02% | 8,969 | 480 | 5.7% | $4.15万 | 加仓 |
| JBL | JABIL INC | $77.56万 | 0.02% | 2,012 | 194 | 10.7% | $7.48万 | 加仓 |
| DTH | WISDOMTREE TR | $77.61万 | 0.02% | 14,344 | -461 | -3.1% | -$2.49万 | 减仓 |
| FFIV | F5 INC | $77.62万 | 0.02% | 1,866 | 60 | 3.3% | $2.50万 | 加仓 |
| SLQD | ISHARES TR | $77.88万 | 0.02% | 15,462 | 3,097 | 25.0% | $15.60万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $78.15万 | 0.02% | 1,253 | -558 | -30.8% | -$34.80万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $78.77万 | 0.02% | 6,102 | 877 | 16.8% | $11.32万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $78.99万 | 0.02% | 6,828 | 289 | 4.4% | $3.34万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $79.16万 | 0.02% | 26,361 | 14,411 | 120.6% | $43.28万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $79.36万 | 0.02% | 29,769 | -623 | -2.0% | -$1.66万 | 减仓 |
| GVA | GRANITE CONSTR INC | $79.59万 | 0.02% | 5,035 | 171 | 3.5% | $2.70万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $79.76万 | 0.02% | 2,793 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $80.00万 | 0.02% | 16,512 | 16,512 | — | $80.00万 | 新建仓 |
| EAGG | ISHARES TR | $80.29万 | 0.02% | 16,936 | 47 | 0.3% | $2,228 | 加仓 |
| TGT | TARGET CORP | $80.45万 | 0.02% | 6,159 | 411 | 7.2% | $5.37万 | 加仓 |
| MKL | MARKEL GROUP INC | $80.46万 | 0.02% | 412 | -54 | -11.6% | -$10.55万 | 减仓 |
| ROKU | ROKU INC | $80.70万 | 0.02% | 5,842 | 1,075 | 22.6% | $14.85万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $81.17万 | 0.02% | 3,830 | 229 | 6.4% | $4.85万 | 加仓 |
| EWY | ISHARES INC | $81.30万 | 0.02% | 4,027 | 4,027 | — | $81.30万 | 新建仓 |
| BGRN | ISHARES TR | $81.53万 | 0.02% | 17,174 | 209 | 1.2% | $9,922 | 加仓 |
| KEY | KEYCORP | $81.84万 | 0.02% | 35,503 | 2,774 | 8.5% | $6.39万 | 加仓 |
| HYS | PIMCO ETF TR | $82.15万 | 0.02% | 8,784 | 106 | 1.2% | $9,913 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $82.19万 | 0.02% | 10,808 | 1,098 | 11.3% | $8.35万 | 加仓 |
| O | REALTY INCOME CORP | $82.40万 | 0.02% | 13,299 | 1,038 | 8.5% | $6.43万 | 加仓 |
| FTI | TECHNIPFMC PLC | $82.50万 | 0.02% | 12,443 | -443 | -3.4% | -$2.94万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $82.76万 | 0.02% | 19,952 | -14,607 | -42.3% | -$60.59万 | 减仓 |
| NKE | NIKE INC | $82.85万 | 0.02% | 20,183 | 4,201 | 26.3% | $17.24万 | 加仓 |
| IDXX | IDEXX LABS INC | $82.92万 | 0.02% | 1,575 | -134 | -7.8% | -$7.05万 | 减仓 |
| IMCG | ISHARES TR | $83.38万 | 0.02% | 8,482 | -40 | -0.5% | -$3,932 | 减仓 |