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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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 |
|---|---|---|---|---|---|---|---|---|
| P | EVERPURE INC | $31.79万 | 0.01% | 4,034 | -331 | -7.6% | -$2.61万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $31.74万 | 0.01% | 11,315 | 11,315 | — | $31.74万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $31.72万 | 0.01% | 9,692 | 1,731 | 21.7% | $5.67万 | 加仓 |
| HUBB | HUBBELL INC | $31.71万 | 0.01% | 606 | -8 | -1.3% | -$4,186 | 减仓 |
| EQT | EQT CORP | $31.65万 | 0.01% | 5,953 | 1,018 | 20.6% | $5.41万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $31.33万 | 0.01% | 1,819 | 103 | 6.0% | $1.77万 | 加仓 |
| SNA | SNAP ON INC | $31.23万 | 0.01% | 776 | 102 | 15.1% | $4.11万 | 加仓 |
| IMTM | ISHARES TR | $31.17万 | 0.01% | 5,844 | 8 | 0.1% | $427 | 加仓 |
| — | AMERICAN CENTY ETF TR | $31.14万 | 0.01% | 3,662 | -7 | -0.2% | -$595 | 减仓 |
| — | INVESCO QUALITY MUN INCOME T | $31.07万 | 0.01% | 30,706 | 665 | 2.2% | $6,730 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $30.96万 | 0.01% | 6,377 | -713 | -10.1% | -$3.46万 | 减仓 |
| NTAP | NETAPP INC 看跌期权 | $30.95万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $30.92万 | 0.01% | 3,095 | 485 | 18.6% | $4.85万 | 加仓 |
| UGI | UGI CORP NEW | $30.92万 | 0.01% | 8,952 | 1,104 | 14.1% | $3.81万 | 加仓 |
| COR | CENCORA INC | $30.76万 | 0.01% | 1,087 | -237 | -17.9% | -$6.71万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $30.71万 | 0.01% | 4,949 | 231 | 4.9% | $1.43万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $30.65万 | 0.01% | 7,913 | 1,118 | 16.5% | $4.33万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $30.60万 | 0.01% | 2,835 | -23 | -0.8% | -$2,483 | 减仓 |
| RNG | RINGCENTRAL INC | $30.57万 | 0.01% | 7,843 | 1,463 | 22.9% | $5.70万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $30.56万 | 0.01% | 5,153 | 5,153 | — | $30.56万 | 新建仓 |
| VRSN | VERISIGN INC | $30.54万 | 0.01% | 1,214 | 146 | 13.7% | $3.67万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $30.53万 | 0.01% | 2,229 | 21 | 1.0% | $2,876 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $30.49万 | 0.01% | 6,874 | -18 | -0.3% | -$799 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $30.40万 | 0.01% | 898 | -410 | -31.3% | -$13.88万 | 减仓 |
| — | VANGUARD MALVERN FDS | $30.36万 | 0.01% | 5,919 | 5,919 | — | $30.36万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $30.26万 | 0.01% | 1,991 | 275 | 16.0% | $4.18万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $30.26万 | 0.01% | 13,504 | 339 | 2.6% | $7,597 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $30.23万 | 0.01% | 3,387 | 5 | 0.1% | $446 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $30.13万 | 0.01% | 27,591 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $30.06万 | 0.01% | 2,069 | 463 | 28.8% | $6.73万 | 加仓 |
| POOL | POOL CORP | $30.05万 | 0.01% | 1,398 | 443 | 46.4% | $9.52万 | 重新持有 |
| ONEQ | FIDELITY COMWLTH TR | $30.03万 | 0.01% | 2,909 | 2,909 | — | $30.03万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $30.02万 | 0.01% | 2,680 | 83 | 3.2% | $9,298 | 加仓 |
| NIO | NIO INC | $30.01万 | 0.01% | 59,312 | -3,726 | -5.9% | -$1.89万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $29.86万 | 0.01% | 6,658 | -2,198 | -24.8% | -$9.86万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $29.73万 | 0.01% | 11,219 | -22,120 | -66.3% | -$58.62万 | 减仓 |
| NDSN | NORDSON CORP | $29.71万 | 0.01% | 985 | 80 | 8.8% | $2.41万 | 加仓 |
| ILMN | ILLUMINA INC | $29.71万 | 0.01% | 1,690 | 80 | 5.0% | $1.41万 | 重新持有 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $29.69万 | 0.01% | 6,102 | 542 | 9.7% | $2.64万 | 加仓 |
| IBMO | ISHARES TR | $29.61万 | 0.01% | 11,550 | 11,550 | — | $29.61万 | 新建仓 |
| GVIP | GOLDMAN SACHS ETF TR | $29.61万 | 0.01% | 1,569 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $29.55万 | 0.01% | 1,646 | 519 | 46.1% | $9.32万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $29.43万 | 0.01% | 13,330 | 70 | 0.5% | $1,546 | 加仓 |
| WDAY | WORKDAY INC | $29.35万 | 0.01% | 2,397 | -421 | -14.9% | -$5.15万 | 重新持有 |
| PRI | PRIMERICA INC | $29.25万 | 0.01% | 1,029 | 1,029 | — | $29.25万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $29.23万 | 0.01% | 1,512 | -227 | -13.1% | -$4.39万 | 减仓 |
| GIS | GENERAL MILLS INC | $29.12万 | 0.01% | 8,369 | 8,369 | — | $29.12万 | 新建仓 |
| HEFA | ISHARES TR | $29.06万 | 0.01% | 6,192 | -3,801 | -38.0% | -$17.84万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $28.95万 | 0.01% | 6,939 | -1,348 | -16.3% | -$5.62万 | 减仓 |
| DBX | DROPBOX INC | $28.92万 | 0.01% | 10,527 | 2,842 | 37.0% | $7.81万 | 重新持有 |
| XLY | SELECT SECTOR SPDR TR | $28.90万 | 0.01% | 2,464 | -134 | -5.2% | -$1.57万 | 减仓 |
| BCH | BANCO DE CHILE | $28.82万 | 0.01% | 7,248 | 157 | 2.2% | $6,243 | 加仓 |
| NWSA | NEWS CORP NEW | $28.77万 | 0.01% | 11,585 | 401 | 3.6% | $9,957 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $28.67万 | 0.01% | 2,543 | 327 | 14.8% | $3.69万 | 加仓 |
| OSK | OSHKOSH CORP | $28.64万 | 0.01% | 1,866 | -113 | -5.7% | -$1.73万 | 减仓 |
| VHT | VANGUARD WORLD FD | $28.50万 | 0.01% | 953 | 57 | 6.4% | $1.70万 | 加仓 |
| RHI | ROBERT HALF INC. | $28.48万 | 0.01% | 9,278 | 9,278 | — | $28.48万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $28.46万 | 0.01% | 1,939 | 22 | 1.1% | $3,229 | 加仓 |
| IYR | ISHARES TR | $28.42万 | 0.01% | 2,780 | -5 | -0.2% | -$511 | 减仓 |
| ALLE | ALLEGION PLC | $28.42万 | 0.01% | 2,023 | -478 | -19.1% | -$6.72万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $28.35万 | 0.01% | 2,154 | 80 | 3.9% | $1.05万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $28.31万 | 0.01% | 337 | 337 | — | $28.31万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $28.31万 | 0.01% | 2,916 | -80 | -2.7% | -$7,766 | 减仓 |
| RGLD | ROYAL GOLD INC | $28.29万 | 0.01% | 1,417 | -76 | -5.1% | -$1.52万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $28.28万 | 0.01% | 3,343 | 3,343 | — | $28.28万 | 新建仓 |
| OVV | OVINTIV INC | $28.23万 | 0.01% | 5,362 | -108 | -2.0% | -$5,687 | 减仓 |
| OGE | OGE ENERGY CORP | $28.17万 | 0.01% | 5,789 | 1,525 | 35.8% | $7.42万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $28.12万 | 0.01% | 2,379 | -176 | -6.9% | -$2.08万 | 减仓 |
| BCPC | BALCHEM CORP | $28.06万 | 0.01% | 1,661 | 19 | 1.2% | $3,210 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $28.05万 | 0.01% | 752 | -64 | -7.8% | -$2.39万 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $27.86万 | 0.01% | 6,994 | -612 | -8.0% | -$2.44万 | 减仓 |
| OUST | OUSTER INC | $27.82万 | 0.01% | 4,449 | 4,449 | — | $27.82万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $27.80万 | 0.01% | 7,126 | -1,389 | -16.3% | -$5.42万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $27.78万 | 0.01% | 6,014 | -1,331 | -18.1% | -$6.15万 | 减仓 |
| AVK | ADVENT CONV & INCOME FD | $27.71万 | 0.01% | 21,156 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $27.68万 | 0.01% | 763 | 79 | 11.5% | $2.87万 | 加仓 |
| HSY | HERSHEY CO | $27.62万 | 0.01% | 1,574 | -308 | -16.4% | -$5.40万 | 减仓 |
| MNTN | MNTN INC | $27.60万 | 0.01% | 30,000 | -10,000 | -25.0% | -$9.20万 | 减仓 |
| EMN | EASTMAN CHEM CO | $27.53万 | 0.01% | 4,109 | -126 | -3.0% | -$8,440 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $27.52万 | 0.01% | 508 | -11 | -2.1% | -$5,960 | 减仓 |
| GLPI | GAMING & LEISURE P | $27.46万 | 0.01% | 6,168 | 1,525 | 32.8% | $6.79万 | 加仓 |
| MUSA | MURPHY USA INC | $27.16万 | 0.01% | 504 | 504 | — | $27.16万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $27.13万 | 0.01% | 15,304 | -365 | -2.3% | -$6,472 | 减仓 |
| IXUS | ISHARES TR | $27.07万 | 0.01% | 2,837 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $26.92万 | 0.01% | 5,710 | -734 | -11.4% | -$3.46万 | 重新持有 |
| DBEF | DBX ETF TR | $26.85万 | 0.01% | 4,915 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $26.84万 | 0.01% | 6,429 | -915 | -12.5% | -$3.82万 | 减仓 |
| HYG | ISHARES TR | $26.73万 | 0.01% | 3,342 | -999 | -23.0% | -$7.99万 | 减仓 |
| IXC | ISHARES TR | $26.64万 | 0.01% | 5,421 | 809 | 17.5% | $3.97万 | 加仓 |
| MDB | MONGODB INC | $26.63万 | 0.01% | 793 | -179 | -18.4% | -$6.01万 | 重新持有 |
| TAP | MOLSON COORS BEVERAGE CO | $26.59万 | 0.01% | 6,826 | 6,826 | — | $26.59万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $26.53万 | 0.01% | 1,690 | 1,690 | — | $26.53万 | 新建仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $26.48万 | 0.01% | 60,171 | -575 | -0.9% | -$2,530 | 减仓 |
| — | WISDOMTREE TR | $26.46万 | 0.01% | 6,006 | -120 | -2.0% | -$5,286 | 减仓 |
| FE | FIRSTENERGY CORP | $26.42万 | 0.01% | 5,557 | 411 | 8.0% | $1.95万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $26.37万 | 0.01% | 1,680 | -429 | -20.3% | -$6.73万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $26.25万 | 0.01% | 5,252 | 369 | 7.6% | $1.84万 | 加仓 |
| H | HYATT HOTELS CORP | $26.23万 | 0.01% | 1,353 | 76 | 6.0% | $1.47万 | 重新持有 |
| DAR | DARLING INGREDIENTS INC | $25.99万 | 0.01% | 4,759 | 115 | 2.5% | $6,281 | 加仓 |
| EL | LAUDER ESTEE COS INC | $25.96万 | 0.01% | 3,288 | -68 | -2.0% | -$5,369 | 减仓 |