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 |
|---|---|---|---|---|---|---|---|---|
| CMG | CHIPOTLE MEXICAN GRILL INC | $83.89万 | 0.02% | 24,674 | 569 | 2.4% | $1.93万 | 加仓 |
| OC | OWENS CORNING NEW | $84.15万 | 0.02% | 5,294 | 575 | 12.2% | $9.14万 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $84.25万 | 0.02% | 23,653 | 8,966 | 61.0% | $31.94万 | 加仓 |
| QLTA | ISHARES TR | $84.48万 | 0.02% | 17,777 | -907 | -4.9% | -$4.31万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $84.51万 | 0.02% | 27,175 | 14,314 | 111.3% | $44.52万 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $84.55万 | 0.02% | 168,433 | 9,578 | 6.0% | $4.81万 | 加仓 |
| TMUS | T-MOBILE US INC | $85.41万 | 0.02% | 5,092 | 140 | 2.8% | $2.35万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $85.51万 | 0.02% | 16,863 | 5,421 | 47.4% | $27.49万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $85.92万 | 0.02% | 15,212 | 657 | 4.5% | $3.71万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $86.03万 | 0.02% | 6,726 | 663 | 10.9% | $8.48万 | 加仓 |
| DDOG | DATADOG INC | $86.19万 | 0.02% | 3,310 | -2,682 | -44.8% | -$69.84万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $86.36万 | 0.02% | 11,703 | -1,853 | -13.7% | -$13.67万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $86.48万 | 0.02% | 6,950 | 399 | 6.1% | $4.96万 | 加仓 |
| PCAR | PACCAR INC | $86.73万 | 0.02% | 7,221 | -1,454 | -16.8% | -$17.46万 | 减仓 |
| TOL | TOLL BROTHERS INC | $87.22万 | 0.02% | 5,294 | 602 | 12.8% | $9.92万 | 加仓 |
| — | FUNDX INVT TR | $87.48万 | 0.02% | 9,656 | 9,656 | — | $87.48万 | 新建仓 |
| F | FORD MTR CO | $87.61万 | 0.02% | 63,030 | 2,487 | 4.1% | $3.46万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $87.65万 | 0.02% | 9,755 | 2,420 | 33.0% | $21.74万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $87.73万 | 0.02% | 16,494 | -100 | -0.6% | -$5,319 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $87.85万 | 0.02% | 17,399 | 357 | 2.1% | $1.80万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $88.36万 | 0.02% | 5,171 | 5,171 | — | $88.36万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $89.70万 | 0.02% | 10,893 | 1,334 | 14.0% | $10.98万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $89.70万 | 0.02% | 3,100 | -3,200 | -50.8% | -$92.60万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $89.79万 | 0.02% | 11,769 | 816 | 7.5% | $6.23万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $90.25万 | 0.02% | 7,047 | 114 | 1.6% | $1.46万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $90.30万 | 0.02% | 36,619 | 7,522 | 25.9% | $18.55万 | 加仓 |
| VPU | VANGUARD WORLD FD | $90.46万 | 0.02% | 4,621 | 210 | 4.8% | $4.11万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $90.46万 | 0.02% | 20,054 | 1,103 | 5.8% | $4.98万 | 加仓 |
| TTE | TOTALENERGIES SE | $91.04万 | 0.02% | 11,708 | -1,786 | -13.2% | -$13.89万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $91.42万 | 0.02% | 9,927 | 776 | 8.5% | $7.15万 | 加仓 |
| DASH | DOORDASH INC | $91.78万 | 0.02% | 4,974 | 591 | 13.5% | $10.91万 | 加仓 |
| USFD | US FOODS HLDG CORP | $91.87万 | 0.02% | 8,985 | -48 | -0.5% | -$4,908 | 减仓 |
| NTAP | NETAPP INC | $92.08万 | 0.02% | 5,950 | -41 | -0.7% | -$6,345 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $92.10万 | 0.02% | 4,166 | 4,166 | — | $92.10万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $92.65万 | 0.02% | 1,223 | 63 | 5.4% | $4.77万 | 加仓 |
| CME | CME GROUP INC | $92.77万 | 0.02% | 4,201 | -970 | -18.8% | -$21.42万 | 减仓 |
| CTAS | CINTAS CORP | $92.80万 | 0.02% | 5,456 | 729 | 15.4% | $12.40万 | 加仓 |
| ADBE | ADOBE INC | $92.90万 | 0.02% | 4,531 | -724 | -13.8% | -$14.84万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $92.97万 | 0.02% | 7,015 | -38 | -0.5% | -$5,036 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $93.04万 | 0.02% | 12,178 | 1,566 | 14.8% | $11.96万 | 加仓 |
| RKLB | ROCKET LAB CORP | $93.51万 | 0.02% | 9,199 | 2,331 | 33.9% | $23.69万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $93.75万 | 0.02% | 11,863 | 1,067 | 9.9% | $8.43万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $93.94万 | 0.02% | 58,132 | 533 | 0.9% | $8,613 | 加仓 |
| HON | HONEYWELL INTL INC | $94.06万 | 0.02% | 4,202 | -4,332 | -50.8% | -$96.97万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $94.45万 | 0.02% | 5,953 | -832 | -12.3% | -$13.20万 | 减仓 |
| CRH | CRH PLC | $94.50万 | 0.02% | 8,832 | 267 | 3.1% | $2.86万 | 加仓 |
| MTUM | ISHARES TR | $94.96万 | 0.02% | 2,770 | -39 | -1.4% | -$1.34万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $95.02万 | 0.02% | 16,428 | 6,488 | 65.3% | $37.53万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $95.02万 | 0.02% | 1,196 | 60 | 5.3% | $4.77万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $95.08万 | 0.02% | 13,794 | -2,429 | -15.0% | -$16.74万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $95.40万 | 0.02% | 1,873 | -106 | -5.4% | -$5.40万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $95.98万 | 0.02% | 11,656 | 379 | 3.4% | $3.12万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $96.09万 | 0.03% | 3,419 | 328 | 10.6% | $9.22万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $96.22万 | 0.03% | 22,801 | 999 | 4.6% | $4.22万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $96.42万 | 0.03% | 17,962 | 336 | 1.9% | $1.80万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $96.48万 | 0.03% | 36,893 | -1,483 | -3.9% | -$3.88万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $96.64万 | 0.03% | 22,417 | -9,853 | -30.5% | -$42.48万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $96.81万 | 0.03% | 60,395 | 777 | 1.3% | $1.25万 | 加仓 |
| IX | ORIX CORP | $96.87万 | 0.03% | 25,465 | 2,305 | 10.0% | $8.77万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $97.28万 | 0.03% | 2,779 | 110 | 4.1% | $3.85万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $97.42万 | 0.03% | 704 | -49 | -6.5% | -$6.78万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $98.19万 | 0.03% | 5,213 | 310 | 6.3% | $5.84万 | 加仓 |
| VTRS | VIATRIS INC | $98.24万 | 0.03% | 61,862 | 18,720 | 43.4% | $29.73万 | 加仓 |
| MAS | MASCO CORP | $98.36万 | 0.03% | 12,088 | 1,144 | 10.5% | $9.31万 | 加仓 |
| IBN | ICICI BANK LIMITED | $98.75万 | 0.03% | 34,015 | 6,312 | 22.8% | $18.32万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $98.78万 | 0.03% | 5,500 | -323 | -5.5% | -$5.80万 | 减仓 |
| PHM | PULTE GROUP INC | $99.07万 | 0.03% | 7,220 | 980 | 15.7% | $13.45万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $99.23万 | 0.03% | 20,811 | 740 | 3.7% | $3.53万 | 加仓 |
| IGM | ISHARES TR | $99.42万 | 0.03% | 6,078 | -71 | -1.2% | -$1.16万 | 减仓 |
| D | DOMINION ENERGY INC | $99.53万 | 0.03% | 14,575 | 3,054 | 26.5% | $20.86万 | 加仓 |
| SHLD | GLOBAL X FDS | $100.05万 | 0.03% | 16,756 | 2,208 | 15.2% | $13.18万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $100.51万 | 0.03% | 3,195 | 98 | 3.2% | $3.08万 | 加仓 |
| PICK | ISHARES INC | $100.66万 | 0.03% | 17,311 | 367 | 2.2% | $2.13万 | 加仓 |
| GWW | WW GRAINGER INC | $100.87万 | 0.03% | 741 | 11 | 1.5% | $1.50万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $100.93万 | 0.03% | 33,421 | 1,265 | 3.9% | $3.82万 | 加仓 |
| QUS | SPDR SERIES TRUST | $101.09万 | 0.03% | 5,410 | -43 | -0.8% | -$8,035 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $101.24万 | 0.03% | 26,099 | 19,936 | 323.5% | $77.33万 | 加仓 |
| ROST | ROSS STORES INC | $101.96万 | 0.03% | 4,790 | 507 | 11.8% | $10.79万 | 加仓 |
| FAST | FASTENAL CO | $102.17万 | 0.03% | 21,271 | -973 | -4.4% | -$4.67万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $102.19万 | 0.03% | 11,793 | 1,051 | 9.8% | $9.11万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $102.21万 | 0.03% | 6,588 | -3,652 | -35.7% | -$56.66万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $102.34万 | 0.03% | 13,342 | 1,046 | 8.5% | $8.02万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $102.78万 | 0.03% | 63,135 | -300 | -0.5% | -$4,884 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $102.92万 | 0.03% | 75,566 | 3,281 | 4.5% | $4.47万 | 加仓 |
| GFI | GOLD FIELDS LTD | $103.41万 | 0.03% | 30,786 | -332 | -1.1% | -$1.12万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $103.49万 | 0.03% | 26,199 | -1,333 | -4.8% | -$5.27万 | 减仓 |
| — | LATTICE STRATEGIES TR | $103.69万 | 0.03% | 28,989 | 28,989 | — | $103.69万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $104.06万 | 0.03% | 8,745 | 3,958 | 82.7% | $47.10万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $104.28万 | 0.03% | 15,435 | -694 | -4.3% | -$4.69万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $104.61万 | 0.03% | 30,314 | 4,039 | 15.4% | $13.94万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $104.92万 | 0.03% | 6,727 | 139 | 2.1% | $2.17万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $106.62万 | 0.03% | 57,198 | 7,608 | 15.3% | $14.18万 | 加仓 |
| USMV | ISHARES TR | $106.89万 | 0.03% | 11,081 | -1,208 | -9.8% | -$11.65万 | 减仓 |
| CART | MAPLEBEAR INC | $107.32万 | 0.03% | 22,665 | 1,986 | 9.6% | $9.40万 | 加仓 |
| EOG | EOG RES INC | $107.33万 | 0.03% | 8,273 | 400 | 5.1% | $5.19万 | 加仓 |
| SPGI | S&P GLOBAL INC | $107.55万 | 0.03% | 2,640 | -283 | -9.7% | -$11.53万 | 减仓 |
| BE | BLOOM ENERGY CORP | $107.59万 | 0.03% | 3,554 | 109 | 3.2% | $3.30万 | 加仓 |
| IJJ | ISHARES TR | $107.84万 | 0.03% | 7,300 | -319 | -4.2% | -$4.71万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $108.23万 | 0.03% | 3,534 | 17 | 0.5% | $5,207 | 加仓 |
| NOK | NOKIA CORP | $110.18万 | 0.03% | 82,965 | 9,951 | 13.6% | $13.21万 | 加仓 |