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 |
|---|---|---|---|---|---|---|---|---|
| GGN | GAMCO GLOBAL GOLD NAT RES & | $74.55万 | 0.02% | 140,125 | -28,512 | -16.9% | -$15.17万 | 减仓 |
| — | ELECTRONIC ARTS INC | $74.85万 | 0.02% | 3,671 | 274 | 8.1% | $5.59万 | 加仓 |
| O | REALTY INCOME CORP | $75.02万 | 0.02% | 12,261 | 2,579 | 26.6% | $15.78万 | 加仓 |
| NU | NU HLDGS LTD | $75.09万 | 0.02% | 52,252 | -14,989 | -22.3% | -$21.54万 | 减仓 |
| TER | TERADYNE INC | $75.22万 | 0.02% | 2,537 | 109 | 4.5% | $3.23万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $75.35万 | 0.02% | 11,511 | -2,142 | -15.7% | -$14.02万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $75.36万 | 0.02% | 2,669 | 445 | 20.0% | $12.57万 | 加仓 |
| — | NUVEEN MORTGAGE AND INCOME F | $75.44万 | 0.02% | 41,609 | -96 | -0.2% | -$1,740 | 减仓 |
| SLB | SLB LIMITED | $76.47万 | 0.02% | 14,881 | 1,878 | 14.4% | $9.65万 | 加仓 |
| YUM | YUM BRANDS INC | $76.72万 | 0.02% | 4,934 | 819 | 19.9% | $12.73万 | 加仓 |
| APA | APA CORPORATION | $76.75万 | 0.02% | 18,085 | 2,912 | 19.2% | $12.36万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $77.08万 | 0.02% | 6,933 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $77.14万 | 0.02% | 10,612 | 707 | 7.1% | $5.14万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $77.16万 | 0.02% | 24,105 | -4,582 | -16.0% | -$14.67万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $77.44万 | 0.02% | 10,291 | -792 | -7.1% | -$5.96万 | 减仓 |
| CART | MAPLEBEAR INC | $77.46万 | 0.02% | 20,679 | 1,332 | 6.9% | $4.99万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $77.49万 | 0.02% | 2,757 | 79 | 2.9% | $2.22万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $77.53万 | 0.02% | 18,881 | 18,881 | — | $77.53万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $77.87万 | 0.02% | 15,476 | 9,086 | 142.2% | $45.72万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $77.89万 | 0.02% | 29,614 | 8,717 | 41.7% | $22.93万 | 加仓 |
| NI | NISOURCE INC | $78.30万 | 0.02% | 16,780 | 1,735 | 11.5% | $8.10万 | 加仓 |
| ALL | ALLSTATE CORP | $78.60万 | 0.02% | 3,791 | 575 | 17.9% | $11.92万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $78.60万 | 0.02% | 10,953 | 4,638 | 73.4% | $33.28万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $78.72万 | 0.02% | 72,285 | 5,598 | 8.4% | $6.10万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $78.99万 | 0.02% | 1,160 | 109 | 10.4% | $7.42万 | 加仓 |
| GWW | WW GRAINGER INC | $79.68万 | 0.02% | 730 | 62 | 9.3% | $6.77万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $79.69万 | 0.02% | 49,590 | 49,590 | — | $79.69万 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $79.77万 | 0.02% | 10,945 | -2,663 | -19.6% | -$19.41万 | 减仓 |
| SRE | SEMPRA | $79.85万 | 0.02% | 8,218 | -121 | -1.5% | -$1.18万 | 减仓 |
| CTAS | CINTAS CORP | $79.95万 | 0.02% | 4,727 | 30 | 0.6% | $5,074 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $79.98万 | 0.02% | 12,745 | -2,678 | -17.4% | -$16.80万 | 减仓 |
| DTH | WISDOMTREE TR | $80.08万 | 0.02% | 14,805 | 14,805 | — | $80.08万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $80.22万 | 0.02% | 11,277 | 1,516 | 15.5% | $10.78万 | 加仓 |
| EAGG | ISHARES TR | $80.31万 | 0.02% | 16,889 | 303 | 1.8% | $1.44万 | 加仓 |
| BGRN | ISHARES TR | $80.54万 | 0.02% | 16,965 | -596 | -3.4% | -$2.83万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $80.67万 | 0.02% | 38,376 | 24,343 | 173.5% | $51.17万 | 加仓 |
| ARKF | ARK ETF TR | $80.68万 | 0.02% | 21,227 | 3,344 | 18.7% | $12.71万 | 加仓 |
| HYS | PIMCO ETF TR | $80.94万 | 0.02% | 8,678 | 341 | 4.1% | $3.18万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $81.43万 | 0.02% | 4,903 | 310 | 6.7% | $5.15万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $81.85万 | 0.03% | 6,305 | 6,305 | — | $81.85万 | 新建仓 |
| ENFR | ALPS ETF TR | $81.90万 | 0.03% | 21,435 | -277 | -1.3% | -$1.06万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $82.20万 | 0.03% | 2,290 | -119 | -4.9% | -$4.27万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $82.35万 | 0.03% | 753 | 245 | 48.2% | $26.80万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $82.50万 | 0.03% | 14,555 | 799 | 5.8% | $4.53万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $82.72万 | 0.03% | 1,136 | 159 | 16.3% | $11.58万 | 加仓 |
| USFD | US FOODS HLDG CORP | $83.29万 | 0.03% | 9,033 | 857 | 10.5% | $7.90万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $83.44万 | 0.03% | 6,588 | 449 | 7.3% | $5.69万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $83.46万 | 0.03% | 30,392 | 5,151 | 20.4% | $14.14万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $83.62万 | 0.03% | 3,009 | -192 | -6.0% | -$5.34万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $83.99万 | 0.03% | 32,156 | 675 | 2.1% | $1.76万 | 加仓 |
| — | USCF ETF TR | $84.34万 | 0.03% | 22,831 | -1,715 | -7.0% | -$6.34万 | 减仓 |
| NKE | NIKE INC | $84.42万 | 0.03% | 15,982 | -2,525 | -13.6% | -$13.34万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $84.47万 | 0.03% | 9,151 | 207 | 2.3% | $1.91万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $84.50万 | 0.03% | 10,742 | 3,706 | 52.7% | $29.15万 | 加仓 |
| ALB | ALBEMARLE CORP | $84.53万 | 0.03% | 4,708 | 47 | 1.0% | $8,439 | 加仓 |
| EBAY | EBAY INC. | $85.41万 | 0.03% | 9,384 | 25 | 0.3% | $2,276 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $85.58万 | 0.03% | 10,796 | 362 | 3.5% | $2.87万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $85.84万 | 0.03% | 17,042 | 11,516 | 208.4% | $58.01万 | 加仓 |
| NUE | NUCOR CORP | $86.17万 | 0.03% | 5,096 | 428 | 9.2% | $7.24万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $86.77万 | 0.03% | 21,802 | 171 | 0.8% | $6,806 | 加仓 |
| VPU | VANGUARD WORLD FD | $87.40万 | 0.03% | 4,411 | -724 | -14.1% | -$14.35万 | 减仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $87.53万 | 0.03% | 158,855 | -2,482 | -1.5% | -$1.37万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $87.70万 | 0.03% | 16,594 | -1,126 | -6.4% | -$5.95万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $87.85万 | 0.03% | 3,096 | 272 | 9.6% | $7.72万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $87.95万 | 0.03% | 20,071 | 864 | 4.5% | $3.79万 | 加仓 |
| AON | AON PLC | $88.22万 | 0.03% | 2,733 | 212 | 8.4% | $6.84万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $88.30万 | 0.03% | 24,500 | -1,780 | -6.8% | -$6.42万 | 减仓 |
| XYZ | BLOCK INC | $88.31万 | 0.03% | 14,675 | 638 | 4.5% | $3.84万 | 加仓 |
| ARKQ | ARK ETF TR | $88.45万 | 0.03% | 7,866 | -576 | -6.8% | -$6.48万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $88.71万 | 0.03% | 33,339 | -2,228 | -6.3% | -$5.93万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $88.76万 | 0.03% | 5,143 | -1,956 | -27.6% | -$33.76万 | 减仓 |
| JD | JD.COM INC | $88.83万 | 0.03% | 30,039 | 7,427 | 32.8% | $21.96万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $88.88万 | 0.03% | 3,097 | 209 | 7.2% | $6.00万 | 加仓 |
| QLTA | ISHARES TR | $88.92万 | 0.03% | 18,684 | -964 | -4.9% | -$4.59万 | 减仓 |
| FTI | TECHNIPFMC PLC | $89.08万 | 0.03% | 12,886 | 2,469 | 23.7% | $17.07万 | 加仓 |
| MKL | MARKEL GROUP INC | $89.20万 | 0.03% | 466 | -149 | -24.2% | -$28.52万 | 减仓 |
| CRH | CRH PLC | $90.04万 | 0.03% | 8,565 | -1,617 | -15.9% | -$17.00万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $90.51万 | 0.03% | 3,517 | 32 | 0.9% | $8,235 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $91.52万 | 0.03% | 6,437 | 6,437 | — | $91.52万 | 新建仓 |
| DHI | D R HORTON INC | $91.78万 | 0.03% | 6,689 | -4,500 | -40.2% | -$61.75万 | 减仓 |
| CTVA | CORTEVA INC | $92.16万 | 0.03% | 11,009 | 995 | 9.9% | $8.33万 | 加仓 |
| ROST | ROSS STORES INC | $92.78万 | 0.03% | 4,283 | 1,498 | 53.8% | $32.45万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $92.96万 | 0.03% | 12,956 | -1,447 | -10.0% | -$10.38万 | 减仓 |
| QUS | SPDR SERIES TRUST | $93.60万 | 0.03% | 5,453 | -93 | -1.7% | -$1.60万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $93.71万 | 0.03% | 11,632 | 11,632 | — | $93.71万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $94.90万 | 0.03% | 12,296 | 1,998 | 19.4% | $15.42万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $94.98万 | 0.03% | 26,275 | 26,275 | — | $94.98万 | 新建仓 |
| ESML | ISHARES TR | $95.14万 | 0.03% | 20,235 | -381 | -1.8% | -$1.79万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $95.38万 | 0.03% | 13,556 | -2,761 | -16.9% | -$19.43万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $95.38万 | 0.03% | 7,053 | 299 | 4.4% | $4.04万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $95.52万 | 0.03% | 16,129 | -293 | -1.8% | -$1.74万 | 减仓 |
| NWG | NATWEST GROUP PLC | $95.67万 | 0.03% | 64,207 | -6,903 | -9.7% | -$10.29万 | 减仓 |
| PICK | ISHARES INC | $95.88万 | 0.03% | 16,944 | -35 | -0.2% | -$1,981 | 减仓 |
| HYMB | SPDR SERIES TRUST | $96.02万 | 0.03% | 38,717 | -1,315 | -3.3% | -$3.26万 | 减仓 |
| IDXX | IDEXX LABS INC | $96.03万 | 0.03% | 1,709 | -93 | -5.2% | -$5.23万 | 减仓 |
| KGC | KINROSS GOLD CORP | $97.93万 | 0.03% | 32,088 | 2,842 | 9.7% | $8.67万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $98.19万 | 0.03% | 5,982 | -2,699 | -31.1% | -$44.30万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $98.21万 | 0.03% | 2,357 | -301 | -11.3% | -$12.54万 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $98.26万 | 0.03% | 63,435 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $98.34万 | 0.03% | 3,234 | 597 | 22.6% | $18.15万 | 加仓 |