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
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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 |
|---|---|---|---|---|---|---|---|---|
| IVZ | INVESCO LTD | $38.63万 | 0.01% | 14,636 | -677 | -4.4% | -$1.79万 | 减仓 |
| GH | GUARDANT HEALTH INC | $38.59万 | 0.01% | 2,572 | 2,572 | — | $38.59万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $38.48万 | 0.01% | 1,288 | -47 | -3.5% | -$1.40万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $38.29万 | 0.01% | 2,536 | 2,536 | — | $38.29万 | 新建仓 |
| — | ARROW INVTS TR | $38.17万 | 0.01% | 3,815 | 153 | 4.2% | $1.53万 | 加仓 |
| ARMK | ARAMARK | $38.08万 | 0.01% | 6,692 | -108 | -1.6% | -$6,146 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $37.80万 | 0.01% | 12,076 | 4,701 | 63.7% | $14.71万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $37.78万 | 0.01% | 2,149 | -789 | -26.9% | -$13.87万 | 减仓 |
| IBB | ISHARES TR | $37.77万 | 0.01% | 1,986 | -25 | -1.2% | -$4,755 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $37.66万 | 0.01% | 4,804 | -83 | -1.7% | -$6,507 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $37.58万 | 0.01% | 2,990 | 669 | 28.8% | $8.41万 | 重新持有 |
| SSD | SIMPSON MFG INC | $37.27万 | 0.01% | 1,780 | 434 | 32.2% | $9.09万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $37.23万 | 0.01% | 9,110 | -3,425 | -27.3% | -$14.00万 | 减仓 |
| FTS | FORTIS INC | $37.15万 | 0.01% | 6,492 | 864 | 15.4% | $4.94万 | 加仓 |
| AEE | AMEREN CORP | $37.12万 | 0.01% | 3,284 | 523 | 18.9% | $5.91万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $37.05万 | 0.01% | 1,690 | 192 | 12.8% | $4.21万 | 加仓 |
| WRB | BERKLEY W R CORP | $37.03万 | 0.01% | 5,251 | 487 | 10.2% | $3.43万 | 加仓 |
| WCC | WESCO INTL INC | $37.03万 | 0.01% | 1,072 | 110 | 11.4% | $3.80万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $37.00万 | 0.01% | 10,204 | -2,039 | -16.7% | -$7.39万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $36.96万 | 0.01% | 7,926 | 7,926 | — | $36.96万 | 新建仓 |
| ORI | OLD REP INTL CORP | $36.95万 | 0.01% | 9,030 | 284 | 3.2% | $1.16万 | 加仓 |
| GPC | GENUINE PARTS CO | $36.92万 | 0.01% | 3,129 | 108 | 3.6% | $1.27万 | 加仓 |
| GOVT | ISHARES TR | $36.89万 | 0.01% | 16,193 | 631 | 4.1% | $1.44万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $36.86万 | 0.01% | 10,797 | 10,797 | — | $36.86万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $36.78万 | 0.01% | 967 | 41 | 4.4% | $1.56万 | 加仓 |
| LEA | LEAR CORP | $36.72万 | 0.01% | 2,739 | 531 | 24.0% | $7.12万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $36.66万 | 0.01% | 1,106 | 40 | 3.8% | $1.33万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $36.65万 | 0.01% | 1,597 | 9 | 0.6% | $2,066 | 加仓 |
| MOD | MODINE MFG CO | $36.64万 | 0.01% | 1,372 | 123 | 9.8% | $3.28万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $36.63万 | 0.01% | 1,874 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $36.43万 | 0.01% | 2,951 | 798 | 37.1% | $9.85万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $36.38万 | 0.01% | 14,535 | -4,619 | -24.1% | -$11.56万 | 减仓 |
| IONQ | IONQ INC | $36.29万 | 0.01% | 6,813 | 6,813 | — | $36.29万 | 新建仓 |
| GL | GLOBE LIFE INC | $36.17万 | 0.01% | 2,024 | 227 | 12.6% | $4.06万 | 加仓 |
| VMC | VULCAN MATLS CO | $36.07万 | 0.01% | 1,223 | 41 | 3.5% | $1.21万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $36.07万 | 0.01% | 5,310 | 1,289 | 32.1% | $8.75万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $35.95万 | 0.01% | 4,902 | 1,209 | 32.7% | $8.87万 | 加仓 |
| TTC | TORO CO | $35.82万 | 0.01% | 3,676 | 351 | 10.6% | $3.42万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $35.74万 | 0.01% | 29,706 | 29,706 | — | $35.74万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $35.72万 | 0.01% | 1,575 | 152 | 10.7% | $3.45万 | 加仓 |
| SE | SEA LTD | $35.64万 | 0.01% | 3,719 | 858 | 30.0% | $8.22万 | 加仓 |
| U | UNITY SOFTWARE INC | $35.54万 | 0.01% | 12,434 | 2,465 | 24.7% | $7.04万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $35.45万 | 0.01% | 4,368 | 701 | 19.1% | $5.69万 | 加仓 |
| BBY | BEST BUY INC | $35.20万 | 0.01% | 4,638 | 84 | 1.8% | $6,374 | 加仓 |
| GEN | GEN DIGITAL INC | $35.17万 | 0.01% | 14,131 | 874 | 6.6% | $2.18万 | 重新持有 |
| AES | AES CORP | $35.17万 | 0.01% | 23,988 | -1,507 | -5.9% | -$2.21万 | 减仓 |
| INFL | LISTED FDS TR | $35.15万 | 0.01% | 7,048 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $35.03万 | 0.01% | 5,041 | -293 | -5.5% | -$2.04万 | 减仓 |
| AA | ALCOA CORP | $34.99万 | 0.01% | 6,710 | 69 | 1.0% | $3,598 | 加仓 |
| HSIC | SCHEIN HENRY INC | $34.99万 | 0.01% | 4,189 | -1 | -0.0% | -$84 | 减仓 |
| DINO | HF SINCLAIR CORP | $34.90万 | 0.01% | 5,011 | 5,011 | — | $34.90万 | 新建仓 |
| OKTA | OKTA INC | $34.89万 | 0.01% | 2,557 | -164 | -6.0% | -$2.24万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $34.75万 | 0.01% | 3,166 | 187 | 6.3% | $2.05万 | 加仓 |
| ARW | ARROW ELECTRS INC | $34.62万 | 0.01% | 1,622 | 64 | 4.1% | $1.37万 | 加仓 |
| DXCM | DEXCOM INC | $34.56万 | 0.01% | 5,131 | 848 | 19.8% | $5.71万 | 加仓 |
| PNR | PENTAIR PLC | $34.50万 | 0.01% | 4,500 | -1,391 | -23.6% | -$10.66万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $34.42万 | 0.01% | 13,874 | 494 | 3.7% | $1.23万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $34.30万 | 0.01% | 32,452 | 32,452 | — | $34.30万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $34.30万 | 0.01% | 7,062 | 1,319 | 23.0% | $6.41万 | 加仓 |
| CSGP | COSTAR GROUP INC | $34.29万 | 0.01% | 12,108 | 1,434 | 13.4% | $4.06万 | 加仓 |
| XSOE | WISDOMTREE TR | $34.12万 | 0.01% | 6,938 | 21 | 0.3% | $1,033 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $34.12万 | 0.01% | 4,209 | 145 | 3.6% | $1.18万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $34.00万 | 0.01% | 2,016 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $33.99万 | 0.01% | 3,154 | 79 | 2.6% | $8,515 | 加仓 |
| WYNN | WYNN RESORTS LTD | $33.96万 | 0.01% | 3,498 | 6 | 0.2% | $582 | 加仓 |
| GRMN | GARMIN LTD | $33.93万 | 0.01% | 1,428 | -102 | -6.7% | -$2.42万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $33.83万 | 0.01% | 1,244 | 1,244 | — | $33.83万 | 新建仓 |
| SMLV | SPDR SERIES TRUST | $33.83万 | 0.01% | 2,150 | -39 | -1.8% | -$6,137 | 减仓 |
| EAT | BRINKER INTL INC | $33.82万 | 0.01% | 2,013 | -34 | -1.7% | -$5,712 | 减仓 |
| DOCU | DOCUSIGN INC | $33.75万 | 0.01% | 7,597 | 23 | 0.3% | $1,022 | 加仓 |
| SPTI | SPDR SERIES TRUST | $33.71万 | 0.01% | 11,874 | 4,895 | 70.1% | $13.90万 | 重新持有 |
| — | PACER FDS TR | $33.53万 | 0.01% | 8,339 | -607 | -6.8% | -$2.44万 | 减仓 |
| CCI | CROWN CASTLE INC | $33.39万 | 0.01% | 4,409 | 1,175 | 36.3% | $8.90万 | 重新持有 |
| VLUE | ISHARES TR | $33.31万 | 0.01% | 1,667 | 1,667 | — | $33.31万 | 新建仓 |
| SNEX | STONEX GROUP INC | $33.17万 | 0.01% | 2,799 | 145 | 5.5% | $1.72万 | 加仓 |
| — | EA SERIES TRUST | $33.16万 | 0.01% | 9,129 | 125 | 1.4% | $4,540 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $33.12万 | 0.01% | 14,799 | 484 | 3.4% | $1.08万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $33.10万 | 0.01% | 9,966 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $33.08万 | 0.01% | 861 | -28 | -3.1% | -$1.08万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $33.07万 | 0.01% | 1,910 | 216 | 12.8% | $3.74万 | 加仓 |
| EQNR | EQUINOR ASA | $32.97万 | 0.01% | 10,501 | 788 | 8.1% | $2.47万 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $32.94万 | 0.01% | 71,446 | -1,959 | -2.7% | -$9,031 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $32.93万 | 0.01% | 6,612 | -440 | -6.2% | -$2.19万 | 减仓 |
| HAL | HALLIBURTON CO | $32.92万 | 0.01% | 9,698 | 1,417 | 17.1% | $4.81万 | 加仓 |
| INFY | INFOSYS LTD | $32.82万 | 0.01% | 31,282 | 532 | 1.7% | $5,581 | 加仓 |
| FICO | FAIR ISAAC CORP | $32.76万 | 0.01% | 274 | 58 | 26.9% | $6.93万 | 加仓 |
| NXT | NEXTPOWER INC | $32.71万 | 0.01% | 2,745 | 40 | 1.5% | $4,766 | 加仓 |
| COKE | COCA COLA CONS INC | $32.67万 | 0.01% | 1,711 | 1,711 | — | $32.67万 | 新建仓 |
| CALI | BLACKROCK ETF TRUST II | $32.52万 | 0.01% | 6,435 | 6,435 | — | $32.52万 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $32.49万 | 0.01% | 7,404 | -425 | -5.4% | -$1.87万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $32.48万 | 0.01% | 2,021 | 153 | 8.2% | $2.46万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $32.44万 | 0.01% | 1,431 | -179 | -11.1% | -$4.06万 | 减仓 |
| TDC | TERADATA CORP DEL | $32.26万 | 0.01% | 9,310 | 9,310 | — | $32.26万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $32.25万 | 0.01% | 2,305 | 2,305 | — | $32.25万 | 新建仓 |
| SMLF | ISHARES TR | $32.21万 | 0.01% | 3,613 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $32.06万 | 0.01% | 1,441 | 1,441 | — | $32.06万 | 新建仓 |
| PFF | ISHARES TR | $31.96万 | 0.01% | 10,482 | -72 | -0.7% | -$2,195 | 减仓 |
| DT | DYNATRACE INC | $31.92万 | 0.01% | 7,271 | 193 | 2.7% | $8,474 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $31.82万 | 0.01% | 1,888 | 112 | 6.3% | $1.89万 | 加仓 |
| NTRS | NORTHERN TR CORP | $31.81万 | 0.01% | 1,830 | 60 | 3.4% | $1.04万 | 加仓 |