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 |
|---|---|---|---|---|---|---|---|---|
| ARMK | ARAMARK | $27.57万 | 0.01% | 6,800 | -3,293 | -32.6% | -$13.35万 | 减仓 |
| OKE | ONEOK INC NEW | $27.43万 | 0.01% | 3,034 | -7,269 | -70.6% | -$65.71万 | 重新持有 |
| MTG | MGIC INVT CORP WIS | $27.28万 | 0.01% | 10,392 | 433 | 4.3% | $1.14万 | 加仓 |
| SMLF | ISHARES TR | $27.28万 | 0.01% | 3,613 | 3,613 | — | $27.28万 | 新建仓 |
| MOD | MODINE MFG CO | $27.07万 | 0.01% | 1,249 | -201 | -13.9% | -$4.36万 | 重新持有 |
| AOA | ISHARES TR | $27.04万 | 0.01% | 3,055 | -103 | -3.3% | -$9,116 | 减仓 |
| EVR | EVERCORE INC | $27.02万 | 0.01% | 905 | -247 | -21.4% | -$7.37万 | 减仓 |
| ALAB | ASTERA LABS INC | $26.98万 | 0.01% | 2,462 | -304 | -11.0% | -$3.33万 | 减仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $26.98万 | 0.01% | 22,611 | 188 | 0.8% | $2,243 | 加仓 |
| DXCM | DEXCOM INC | $26.90万 | 0.01% | 4,283 | 1,066 | 33.1% | $6.69万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $26.78万 | 0.01% | 6,892 | -6,259 | -47.6% | -$24.32万 | 减仓 |
| INCY | INCYTE CORP | $26.76万 | 0.01% | 2,843 | -810 | -22.2% | -$7.62万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $26.76万 | 0.01% | 28,832 | -10,492 | -26.7% | -$9.74万 | 减仓 |
| LEA | LEAR CORP | $26.73万 | 0.01% | 2,208 | 198 | 9.9% | $2.40万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $26.65万 | 0.01% | 16,750 | 839 | 5.3% | $1.33万 | 加仓 |
| OMC | OMNICOM GROUP INC | $26.63万 | 0.01% | 3,537 | -454 | -11.4% | -$3.42万 | 减仓 |
| — | WISDOMTREE TR | $26.62万 | 0.01% | 6,126 | -776 | -11.2% | -$3.37万 | 减仓 |
| KEP | KOREA ELEC PWR CORP | $26.59万 | 0.01% | 18,657 | -2,614 | -12.3% | -$3.72万 | 减仓 |
| IXC | ISHARES TR | $26.57万 | 0.01% | 4,612 | 4,612 | — | $26.57万 | 新建仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $26.56万 | 0.01% | 14,914 | 243 | 1.7% | $4,328 | 加仓 |
| VRSN | VERISIGN INC | $26.53万 | 0.01% | 1,068 | -408 | -27.6% | -$10.13万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $26.47万 | 0.01% | 11,950 | -200 | -1.6% | -$4,430 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $26.34万 | 0.01% | 816 | 816 | — | $26.34万 | 新建仓 |
| IYR | ISHARES TR | $26.33万 | 0.01% | 2,785 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $26.32万 | 0.01% | 962 | 962 | — | $26.32万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $26.27万 | 0.01% | 7,603 | 7,603 | — | $26.27万 | 新建仓 |
| GDS | GDS HLDGS LTD | $26.27万 | 0.01% | 6,520 | 6,520 | — | $26.27万 | 新建仓 |
| BCH | BANCO DE CHILE | $26.27万 | 0.01% | 7,091 | -52 | -0.7% | -$1,926 | 减仓 |
| DT | DYNATRACE INC | $26.17万 | 0.01% | 7,078 | 7,078 | — | $26.17万 | 新建仓 |
| FE | FIRSTENERGY CORP | $26.07万 | 0.01% | 5,146 | 88 | 1.7% | $4,458 | 加仓 |
| CPRT | COPART INC | $26.00万 | 0.01% | 7,832 | 2,018 | 34.7% | $6.70万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $25.95万 | 0.01% | 1,868 | 94 | 5.3% | $1.31万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $25.94万 | 0.01% | 2,216 | 2,216 | — | $25.94万 | 新建仓 |
| PINS | PINTEREST INC | $25.91万 | 0.01% | 14,130 | -104 | -0.7% | -$1,907 | 减仓 |
| DTM | DT MIDSTREAM INC | $25.82万 | 0.01% | 1,917 | 1,917 | — | $25.82万 | 新建仓 |
| TIP | ISHARES TR | $25.79万 | 0.01% | 2,337 | -5 | -0.2% | -$552 | 减仓 |
| P | EVERPURE INC | $25.77万 | 0.01% | 4,365 | 1,479 | 51.2% | $8.73万 | 重新持有 |
| EXEL | EXELIXIS INC | $25.66万 | 0.01% | 5,982 | 5,982 | — | $25.66万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $25.51万 | 0.01% | 872 | -188 | -17.7% | -$5.50万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $25.51万 | 0.01% | 922 | 922 | — | $25.51万 | 新建仓 |
| CLX | CLOROX CO DEL | $25.40万 | 0.01% | 2,451 | 328 | 15.4% | $3.40万 | 加仓 |
| NRG | NRG ENERGY INC | $25.28万 | 0.01% | 1,730 | -253 | -12.8% | -$3.70万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $25.26万 | 0.01% | 1,546 | 232 | 17.7% | $3.79万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $25.22万 | 0.01% | 2,297 | -388 | -14.5% | -$4.26万 | 减仓 |
| CACI | CACI INTL INC | $25.07万 | 0.01% | 461 | 7 | 1.5% | $3,807 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $25.05万 | 0.01% | 10,304 | -9,605 | -48.2% | -$23.35万 | 减仓 |
| GL | GLOBE LIFE INC | $25.01万 | 0.01% | 1,797 | -171 | -8.7% | -$2.38万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $25.00万 | 0.01% | 2,765 | 2,765 | — | $25.00万 | 新建仓 |
| — | CHART INDS INC | $24.98万 | 0.01% | 1,208 | 46 | 4.0% | $9,510 | 加仓 |
| NUMG | NUSHARES ETF TR | $24.94万 | 0.01% | 6,070 | 788 | 14.9% | $3.24万 | 加仓 |
| MKSI | MKS INC. | $24.93万 | 0.01% | 1,085 | 1,085 | — | $24.93万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $24.84万 | 0.01% | 1,716 | 138 | 8.7% | $2.00万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $24.80万 | 0.01% | 3,217 | 3,217 | — | $24.80万 | 新建仓 |
| — | TOPBUILD COR | $24.73万 | 0.01% | 704 | -277 | -28.2% | -$9.73万 | 减仓 |
| NTRS | NORTHERN TR CORP | $24.70万 | 0.01% | 1,770 | 79 | 4.7% | $1.10万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $24.69万 | 0.01% | 2,645 | 2,645 | — | $24.69万 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $24.66万 | 0.01% | 9,002 | 9,002 | — | $24.66万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $24.65万 | 0.01% | 2,979 | 2,979 | — | $24.65万 | 新建仓 |
| IXUS | ISHARES TR | $24.58万 | 0.01% | 2,837 | 2,837 | — | $24.58万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $24.52万 | 0.01% | 15,669 | 15,669 | — | $24.52万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $24.51万 | 0.01% | 7,607 | 286 | 3.9% | $9,215 | 加仓 |
| SNA | SNAP ON INC | $24.48万 | 0.01% | 674 | 8 | 1.2% | $2,906 | 加仓 |
| TW | TRADEWEB MKTS INC | $24.44万 | 0.01% | 2,077 | 2,077 | — | $24.44万 | 新建仓 |
| TLK | TELEKOMUNIKASI IND | $24.42万 | 0.01% | 13,075 | -1,684 | -11.4% | -$3.15万 | 减仓 |
| VHT | VANGUARD WORLD FD | $24.41万 | 0.01% | 896 | 122 | 15.8% | $3.32万 | 加仓 |
| DBEF | DBX ETF TR | $24.28万 | 0.01% | 4,915 | -178 | -3.5% | -$8,793 | 减仓 |
| IQV | IQVIA HLDGS INC | $24.18万 | 0.01% | 1,418 | 34 | 2.5% | $5,798 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $24.17万 | 0.01% | 7,871 | 7,871 | — | $24.17万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $24.15万 | 0.01% | 2,610 | 201 | 8.3% | $1.86万 | 加仓 |
| PEN | PENUMBRA INC | $24.13万 | 0.01% | 735 | 735 | — | $24.13万 | 新建仓 |
| NDSN | NORDSON CORP | $24.09万 | 0.01% | 905 | -150 | -14.2% | -$3.99万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $24.09万 | 0.01% | 3,356 | -82 | -2.4% | -$5,886 | 减仓 |
| INGR | INGREDION INC | $23.86万 | 0.01% | 2,118 | 2,118 | — | $23.86万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $23.78万 | 0.01% | 4,021 | 456 | 12.8% | $2.70万 | 加仓 |
| RNG | RINGCENTRAL INC | $23.73万 | 0.01% | 6,380 | 6,380 | — | $23.73万 | 新建仓 |
| SE | SEA LTD | $23.69万 | 0.01% | 2,861 | -1,335 | -31.8% | -$11.06万 | 减仓 |
| AVK | ADVENT CONV & INCOME FD | $23.61万 | 0.01% | 21,156 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $23.60万 | 0.01% | 1,033 | 1,033 | — | $23.60万 | 新建仓 |
| UDR | UDR INC | $23.43万 | 0.01% | 6,937 | 6,937 | — | $23.43万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $23.40万 | 0.01% | 1,776 | -81 | -4.4% | -$1.07万 | 减仓 |
| URA | GLOBAL X FDS | $23.32万 | 0.01% | 4,814 | -15 | -0.3% | -$727 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $23.27万 | 0.01% | 7,351 | 43 | 0.6% | $1,361 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $23.23万 | 0.01% | 9,855 | 9,855 | — | $23.23万 | 新建仓 |
| SCHQ | SCHWAB STRATEGIC TR | $23.18万 | 0.01% | 7,375 | 7,375 | — | $23.18万 | 新建仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $23.16万 | 0.01% | 18,009 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $23.10万 | 0.01% | 1,346 | 1,346 | — | $23.10万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $23.06万 | 0.01% | 216 | -60 | -21.7% | -$6.40万 | 减仓 |
| WEX | WEX INC | $23.02万 | 0.01% | 1,504 | 1,504 | — | $23.02万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $23.01万 | 0.01% | 3,693 | -848 | -18.7% | -$5.28万 | 减仓 |
| CG | CARLYLE GROUP INC | $22.89万 | 0.01% | 4,730 | 398 | 9.2% | $1.93万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $22.87万 | 0.01% | 2,153 | 2,153 | — | $22.87万 | 新建仓 |
| GVIP | GOLDMAN SACHS ETF TR | $22.86万 | 0.01% | 1,569 | 5 | 0.3% | $729 | 加仓 |
| CSL | CARLISLE COS INC | $22.82万 | 0.01% | 684 | -24 | -3.4% | -$8,007 | 重新持有 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $22.81万 | 0.01% | 2,515 | 40 | 1.6% | $3,628 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $22.72万 | 0.01% | 2,229 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $22.69万 | 0.01% | 1,255 | 12 | 1.0% | $2,170 | 加仓 |
| AOS | SMITH A O CORP | $22.62万 | 0.01% | 3,430 | 329 | 10.6% | $2.17万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $22.61万 | 0.01% | 1,694 | 87 | 5.4% | $1.16万 | 加仓 |
| GMED | GLOBUS MED INC | $22.57万 | 0.01% | 2,620 | 2,620 | — | $22.57万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $22.54万 | 0.01% | 4,131 | 4,131 | — | $22.54万 | 新建仓 |