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
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2026Q2 卖出最多 按季末市值估算
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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 |
|---|---|---|---|---|---|---|---|---|
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,475 | -100.0% | -$113.14万 | 清仓 |
| FIDU | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -12,853 | -100.0% | -$111.21万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -16,985 | -100.0% | -$105.44万 | 清仓 |
| AMZN | AMAZON COM INC 看跌期权 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$104.14万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -11,632 | -100.0% | -$93.71万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -6,437 | -100.0% | -$91.52万 | 清仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $0 | 0.00% | 0 | -24,500 | -100.0% | -$88.30万 | 清仓 |
| — | USCF ETF TR | $0 | 0.00% | 0 | -22,831 | -100.0% | -$84.34万 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $0 | 0.00% | 0 | -140,125 | -100.0% | -$74.55万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -13,929 | -100.0% | -$69.70万 | 清仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -27,174 | -100.0% | -$69.38万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -26,315 | -100.0% | -$68.10万 | 清仓 |
| OUSA | ALPS ETF TR | $0 | 0.00% | 0 | -12,146 | -100.0% | -$67.61万 | 清仓 |
| — | HASHDEX NASDAQ CME CRYPTO | $0 | 0.00% | 0 | -38,881 | -100.0% | -$66.99万 | 清仓 |
| EC | ECOPETROL S A | $0 | 0.00% | 0 | -44,341 | -100.0% | -$66.47万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -13,432 | -100.0% | -$65.91万 | 清仓 |
| — | TEMPLETON EMERGING MKTS INCO | $0 | 0.00% | 0 | -109,127 | -100.0% | -$65.59万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -6,507 | -100.0% | -$63.80万 | 清仓 |
| SM | SM ENERGY COMPANY | $0 | 0.00% | 0 | -19,746 | -100.0% | -$61.57万 | 清仓 |
| VET | VERMILION ENERGY INC | $0 | 0.00% | 0 | -41,231 | -100.0% | -$56.82万 | 清仓 |
| LBRT | LIBERTY ENERGY INC | $0 | 0.00% | 0 | -18,999 | -100.0% | -$54.72万 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$52.07万 | 清仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7,427 | -100.0% | -$39.94万 | 清仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -17,414 | -100.0% | -$37.42万 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -4,188 | -100.0% | -$35.45万 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -6,835 | -100.0% | -$33.60万 | 清仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,252 | -100.0% | -$32.67万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,783 | -100.0% | -$32.11万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -3,833 | -100.0% | -$30.71万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -6,496 | -100.0% | -$30.43万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -5,531 | -100.0% | -$29.62万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3,851 | -100.0% | -$29.11万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -3,406 | -100.0% | -$28.89万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -6,038 | -100.0% | -$28.32万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -224 | -100.0% | -$28.27万 | 清仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $0 | 0.00% | 0 | -22,611 | -100.0% | -$26.98万 | 清仓 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -6,520 | -100.0% | -$26.27万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -7,832 | -100.0% | -$26.00万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -2,337 | -100.0% | -$25.79万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,451 | -100.0% | -$25.40万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -461 | -100.0% | -$25.07万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,979 | -100.0% | -$24.65万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -2,077 | -100.0% | -$24.44万 | 清仓 |
| TLK | TELEKOMUNIKASI IND | $0 | 0.00% | 0 | -13,075 | -100.0% | -$24.42万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -735 | -100.0% | -$24.13万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -2,118 | -100.0% | -$23.86万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,033 | -100.0% | -$23.60万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -1,504 | -100.0% | -$23.02万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -4,730 | -100.0% | -$22.89万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -1,255 | -100.0% | -$22.69万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -2,620 | -100.0% | -$22.57万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -773 | -100.0% | -$22.47万 | 清仓 |
| SUZ | SUZANO S A | $0 | 0.00% | 0 | -22,356 | -100.0% | -$22.38万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,137 | -100.0% | -$22.12万 | 清仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $0 | 0.00% | 0 | -652 | -100.0% | -$21.92万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -11,130 | -100.0% | -$21.74万 | 清仓 |
| TRMD | TORM PLC | $0 | 0.00% | 0 | -7,781 | -100.0% | -$21.71万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -600 | -100.0% | -$21.53万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -3,293 | -100.0% | -$21.48万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,308 | -100.0% | -$21.04万 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,209 | -100.0% | -$21.04万 | 清仓 |
| RRC | RANGE RES CORP | $0 | 0.00% | 0 | -4,648 | -100.0% | -$21.00万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -2,403 | -100.0% | -$20.87万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,308 | -100.0% | -$20.71万 | 清仓 |
| BILI | BILIBILI INC | $0 | 0.00% | 0 | -9,175 | -100.0% | -$20.70万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -9,708 | -100.0% | -$20.70万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,557 | -100.0% | -$20.43万 | 清仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -6,113 | -100.0% | -$20.22万 | 清仓 |
| IGLB | ISHARES TR | $0 | 0.00% | 0 | -4,060 | -100.0% | -$20.15万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -13,263 | -100.0% | -$17.22万 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | -33,627 | -100.0% | -$16.68万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -27,591 | -100.0% | -$16.53万 | 清仓 |
| RDY | DR REDDYS LABS LTD | $0 | 0.00% | 0 | -11,921 | -100.0% | -$16.51万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -11,779 | -100.0% | -$12.96万 | 清仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $0 | 0.00% | 0 | -10,512 | -100.0% | -$12.55万 | 清仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $0 | 0.00% | 0 | -14,555 | -100.0% | -$12.40万 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | -10,195 | -100.0% | -$11.83万 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -30,844 | -100.0% | -$10.58万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -11,059 | -100.0% | -$10.00万 | 清仓 |
| POET | POET TECHNOLOGIES INC | $0 | 0.00% | 0 | -15,750 | -100.0% | -$9.36万 | 清仓 |
| — | EAGLE POINT CREDIT COMPANY I | $0 | 0.00% | 0 | -13,547 | -100.0% | -$5.09万 | 清仓 |
| — | HONEYWELL INTL INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.26万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -26,780 | -100.0% | -$187 | 清仓 |
| — | MICROVISION INC DEL | $6,540 | 0.00% | 20,000 | 5,438 | 37.3% | $1,778 | 加仓 |
| — | EIGHTCO HOLDINGS INC | $7,939 | 0.00% | 11,415 | 11,415 | — | $7,939 | 新建仓 |
| SID | COMPANHIA SIDERURGICA NACION | $9,979 | 0.00% | 10,905 | 10,905 | — | $9,979 | 新建仓 |
| — | PLATINUM GROUP METALS LTD | $1.42万 | 0.00% | 10,500 | -1,500 | -12.5% | -$2,025 | 减仓 |
| OPK | OPKO HEALTH INC | $1.71万 | 0.00% | 11,382 | -1,119 | -9.0% | -$1,678 | 减仓 |
| SMR | NUSCALE PWR CORP 看涨期权 | $2.01万 | 0.00% | 2,000 | 2,000 | — | $2.01万 | 新建仓 |
| — | BANCO BRADESCO S A | $3.76万 | 0.00% | 12,529 | -37 | -0.3% | -$111 | 减仓 |
| BLND | BLEND LABS INC | $4.30万 | 0.00% | 25,147 | 123 | 0.5% | $210 | 加仓 |
| — | MOBILE INFRASTRUCTURE CORP | $4.70万 | 0.00% | 34,064 | 1 | 0.0% | $1 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $4.71万 | 0.00% | 12,480 | -1,020 | -7.6% | -$3,846 | 减仓 |
| — | CREDIT SUISSE ASSET MGMT | $5.30万 | 0.00% | 21,369 | 3,125 | 17.1% | $7,750 | 加仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $5.86万 | 0.00% | 16,100 | 100 | 0.6% | $364 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $6.06万 | 0.00% | 10,249 | -660 | -6.1% | -$3,901 | 重新持有 |
| — | MFS INTER INCOME TR | $6.39万 | 0.00% | 25,884 | 87 | 0.3% | $215 | 加仓 |
| ADT | ADT INC DEL | $6.93万 | 0.00% | 10,655 | 10,655 | — | $6.93万 | 新建仓 |
| OSCR | OSCAR HEALTH INC 看涨期权 | $7.13万 | 0.00% | 2,500 | -7,500 | -75.0% | -$21.39万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $7.36万 | 0.00% | 100 | 100 | — | $7.36万 | 新建仓 |