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 |
|---|---|---|---|---|---|---|---|---|
| — | EA SERIES TRUST | $32.82万 | 0.01% | 9,004 | -3,405 | -27.4% | -$12.41万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $32.80万 | 0.01% | 6,789 | -560 | -7.6% | -$2.71万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $32.67万 | 0.01% | 4,252 | -113 | -2.6% | -$8,682 | 减仓 |
| NXT | NEXTPOWER INC | $32.61万 | 0.01% | 2,705 | -221 | -7.6% | -$2.66万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $32.57万 | 0.01% | 553 | -597 | -51.9% | -$35.17万 | 减仓 |
| — | SPROTT FDS TR | $32.56万 | 0.01% | 11,118 | -6,000 | -35.1% | -$17.57万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $32.49万 | 0.01% | 1,625 | 67 | 4.3% | $1.34万 | 加仓 |
| OVV | OVINTIV INC | $32.47万 | 0.01% | 5,470 | -1,117 | -17.0% | -$6.63万 | 重新持有 |
| PAYX | PAYCHEX INC | $32.39万 | 0.01% | 3,516 | -1,251 | -26.2% | -$11.53万 | 减仓 |
| XPEV | XPENG INC | $32.39万 | 0.01% | 18,929 | -3,370 | -15.1% | -$5.77万 | 减仓 |
| NMR | NOMURA HLDGS INC | $32.35万 | 0.01% | 41,005 | 6,376 | 18.4% | $5.03万 | 加仓 |
| EMN | EASTMAN CHEM CO | $32.32万 | 0.01% | 4,235 | 1,050 | 33.0% | $8.01万 | 加仓 |
| HAL | HALLIBURTON CO | $32.29万 | 0.01% | 8,281 | 8,281 | — | $32.29万 | 新建仓 |
| — | CBRE GBL REAL ESTATE INC FD | $32.22万 | 0.01% | 73,405 | -1,476 | -2.0% | -$6,480 | 减仓 |
| VMC | VULCAN MATLS CO | $32.18万 | 0.01% | 1,182 | -66 | -5.3% | -$1.80万 | 减仓 |
| EFX | EQUIFAX INC | $32.11万 | 0.01% | 1,783 | -323 | -15.3% | -$5.82万 | 减仓 |
| PFF | ISHARES TR | $32.00万 | 0.01% | 10,554 | -656 | -5.9% | -$1.99万 | 减仓 |
| GPC | GENUINE PARTS CO | $31.95万 | 0.01% | 3,021 | -2,233 | -42.5% | -$23.62万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $31.88万 | 0.01% | 4,718 | -597 | -11.2% | -$4.03万 | 减仓 |
| NDAQ | NASDAQ INC | $31.84万 | 0.01% | 3,750 | 810 | 27.6% | $6.88万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $31.69万 | 0.01% | 1,716 | 62 | 3.7% | $1.15万 | 加仓 |
| WRB | BERKLEY W R CORP | $31.57万 | 0.01% | 4,764 | -303 | -6.0% | -$2.01万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $31.56万 | 0.01% | 9,966 | -427 | -4.1% | -$1.35万 | 减仓 |
| WAT | WATERS CORP | $31.43万 | 0.01% | 1,055 | -483 | -31.4% | -$14.39万 | 减仓 |
| EQT | EQT CORP | $31.40万 | 0.01% | 4,935 | -240 | -4.6% | -$1.53万 | 减仓 |
| FTS | FORTIS INC | $31.40万 | 0.01% | 5,628 | 381 | 7.3% | $2.13万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $31.34万 | 0.01% | 1,874 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $31.22万 | 0.01% | 1,712 | 119 | 7.5% | $2.17万 | 加仓 |
| TTC | TORO CO | $31.07万 | 0.01% | 3,325 | 3,325 | — | $31.07万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $30.99万 | 0.01% | 2,072 | -1,597 | -43.5% | -$23.88万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $30.89万 | 0.01% | 934 | 27 | 3.0% | $8,930 | 加仓 |
| HSIC | SCHEIN HENRY INC | $30.88万 | 0.01% | 4,190 | 546 | 15.0% | $4.02万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $30.78万 | 0.01% | 519 | -102 | -16.4% | -$6.05万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $30.76万 | 0.01% | 17,288 | -3,939 | -18.6% | -$7.01万 | 减仓 |
| IR | INGERSOLL RAND INC | $30.71万 | 0.01% | 3,833 | 679 | 21.5% | $5.44万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $30.71万 | 0.01% | 1,943 | 289 | 17.5% | $4.57万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $30.69万 | 0.01% | 1,224 | 43 | 3.6% | $1.08万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $30.66万 | 0.01% | 1,066 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $30.52万 | 0.01% | 1,498 | 152 | 11.3% | $3.10万 | 加仓 |
| INDA | ISHARES TR | $30.43万 | 0.01% | 6,496 | -3,291 | -33.6% | -$15.41万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $30.40万 | 0.01% | 27,591 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $30.35万 | 0.01% | 2,761 | 285 | 11.5% | $3.13万 | 加仓 |
| UNG | UNITED STS NAT GAS FD LP | $30.24万 | 0.01% | 25,782 | 4,901 | 23.5% | $5.75万 | 加仓 |
| HUBB | HUBBELL INC | $30.13万 | 0.01% | 614 | 41 | 7.2% | $2.01万 | 加仓 |
| XYL | XYLEM INC | $30.02万 | 0.01% | 2,512 | 254 | 11.2% | $3.04万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $30.00万 | 0.01% | 2,189 | -44 | -2.0% | -$6,031 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $29.95万 | 0.01% | 24,309 | 443 | 1.9% | $5,458 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $29.83万 | 0.01% | 2,949 | 2,949 | — | $29.83万 | 新建仓 |
| ALLY | ALLY FINL INC | $29.69万 | 0.01% | 7,569 | -3 | -0.0% | -$118 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $29.68万 | 0.01% | 3,667 | 831 | 29.3% | $6.73万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $29.62万 | 0.01% | 5,531 | 1,970 | 55.3% | $10.55万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $29.45万 | 0.01% | 1,110 | 288 | 35.0% | $7.64万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $29.35万 | 0.01% | 2,555 | 2,555 | — | $29.35万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $29.31万 | 0.01% | 4,733 | 179 | 3.9% | $1.11万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $29.28万 | 0.01% | 3,248 | 749 | 30.0% | $6.75万 | 加仓 |
| BBY | BEST BUY INC | $29.24万 | 0.01% | 4,554 | 881 | 24.0% | $5.66万 | 加仓 |
| EAT | BRINKER INTL INC | $29.23万 | 0.01% | 2,047 | -142 | -6.5% | -$2.03万 | 减仓 |
| SF | STIFEL FINL CORP | $29.21万 | 0.01% | 3,951 | -333 | -7.8% | -$2.46万 | 减仓 |
| OSK | OSHKOSH CORP | $29.13万 | 0.01% | 1,979 | 1,979 | — | $29.13万 | 新建仓 |
| — | HOLOGIC INC | $29.11万 | 0.01% | 3,851 | 658 | 20.6% | $4.97万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $29.10万 | 0.01% | 2,286 | 23 | 1.0% | $2,927 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $29.05万 | 0.01% | 7,829 | -1,208 | -13.4% | -$4.48万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $28.97万 | 0.01% | 1,483 | 200 | 15.6% | $3.91万 | 重新持有 |
| R | RYDER SYS INC | $28.92万 | 0.01% | 1,413 | 292 | 26.0% | $5.98万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $28.92万 | 0.01% | 2,109 | 33 | 1.6% | $4,525 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $28.90万 | 0.01% | 30,041 | 1,764 | 6.2% | $1.70万 | 加仓 |
| ACM | AECOM | $28.89万 | 0.01% | 3,406 | -882 | -20.6% | -$7.48万 | 减仓 |
| XT | ISHARES TR | $28.88万 | 0.01% | 4,238 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $28.85万 | 0.01% | 3,083 | 61 | 2.0% | $5,709 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $28.76万 | 0.01% | 2,996 | 104 | 3.6% | $9,984 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $28.74万 | 0.01% | 2,979 | 756 | 34.0% | $7.29万 | 重新持有 |
| DAR | DARLING INGREDIENTS INC | $28.72万 | 0.01% | 4,644 | 4,644 | — | $28.72万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $28.71万 | 0.01% | 1,739 | 331 | 23.5% | $5.47万 | 加仓 |
| UGI | UGI CORP NEW | $28.58万 | 0.01% | 7,848 | -221 | -2.7% | -$8,049 | 减仓 |
| BG | BUNGE GLOBAL SA | $28.58万 | 0.01% | 2,247 | -35 | -1.5% | -$4,452 | 减仓 |
| GUNR | FLEXSHARES TR | $28.55万 | 0.01% | 5,175 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $28.47万 | 0.01% | 2,915 | 379 | 14.9% | $3.70万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $28.45万 | 0.01% | 3,669 | 862 | 30.7% | $6.68万 | 加仓 |
| MET | METLIFE INC | $28.43万 | 0.01% | 4,020 | -1,792 | -30.8% | -$12.67万 | 减仓 |
| TLN | TALEN ENERGY CORP | $28.38万 | 0.01% | 889 | 48 | 5.7% | $1.53万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $28.37万 | 0.01% | 1,047 | 184 | 21.3% | $4.99万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $28.32万 | 0.01% | 6,038 | -897 | -12.9% | -$4.21万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $28.31万 | 0.01% | 2,598 | -374 | -12.6% | -$4.08万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $28.27万 | 0.01% | 224 | 24 | 12.0% | $3.03万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $28.24万 | 0.01% | 5,560 | 5,560 | — | $28.24万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $28.23万 | 0.01% | 2,074 | -5 | -0.2% | -$681 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $28.22万 | 0.01% | 1,423 | 122 | 9.4% | $2.42万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $28.14万 | 0.01% | 1,876 | 236 | 14.4% | $3.54万 | 加仓 |
| MMT | MFS MULTIMARKET INCOME TR | $28.06万 | 0.01% | 60,746 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $28.02万 | 0.01% | 5,836 | -546 | -8.6% | -$2.62万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $27.92万 | 0.01% | 2,858 | -978 | -25.5% | -$9.55万 | 减仓 |
| NWSA | NEWS CORP NEW | $27.88万 | 0.01% | 11,184 | 537 | 5.0% | $1.34万 | 加仓 |
| ARKK | ARK ETF TR | $27.88万 | 0.01% | 4,124 | 315 | 8.3% | $2.13万 | 加仓 |
| BCPC | BALCHEM CORP | $27.83万 | 0.01% | 1,642 | -75 | -4.4% | -$1.27万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $27.77万 | 0.01% | 1,610 | -58 | -3.5% | -$1.00万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $27.75万 | 0.01% | 4,064 | 485 | 13.6% | $3.31万 | 加仓 |
| XSOE | WISDOMTREE TR | $27.74万 | 0.01% | 6,917 | -384 | -5.3% | -$1.54万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $27.71万 | 0.01% | 3,075 | 267 | 9.5% | $2.41万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $27.71万 | 0.01% | 8,515 | 8,515 | — | $27.71万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $27.60万 | 0.01% | 2,975 | 2,975 | — | $27.60万 | 新建仓 |