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 |
|---|---|---|---|---|---|---|---|---|
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $25.96万 | 0.01% | 2,594 | 79 | 3.1% | $7,905 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $25.90万 | 0.01% | 3,940 | 3,940 | — | $25.90万 | 新建仓 |
| — | SPROTT FDS TR | $25.83万 | 0.01% | 11,118 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $25.53万 | 0.01% | 2,800 | 503 | 21.9% | $4.59万 | 加仓 |
| GUNR | FLEXSHARES TR | $25.50万 | 0.01% | 5,175 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $25.45万 | 0.01% | 3,252 | 3,252 | — | $25.45万 | 新建仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $25.42万 | 0.01% | 2,229 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $25.39万 | 0.01% | 2,485 | 2,485 | — | $25.39万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $25.37万 | 0.01% | 3,699 | 3,699 | — | $25.37万 | 新建仓 |
| NDAQ | NASDAQ INC | $25.02万 | 0.01% | 3,174 | -576 | -15.4% | -$4.54万 | 减仓 |
| — | TOPBUILD COR | $24.92万 | 0.01% | 703 | -1 | -0.1% | -$355 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $24.90万 | 0.01% | 569 | -192 | -25.2% | -$8.40万 | 减仓 |
| XPEV | XPENG INC | $24.88万 | 0.01% | 18,793 | -136 | -0.7% | -$1,801 | 减仓 |
| CR | CRANE COMPANY | $24.88万 | 0.01% | 1,115 | 1,115 | — | $24.88万 | 新建仓 |
| CNC | CENTENE CORP DEL | $24.84万 | 0.01% | 3,870 | 3,870 | — | $24.84万 | 新建仓 |
| DTE | DTE ENERGY CO | $24.82万 | 0.01% | 1,629 | 1,629 | — | $24.82万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $24.78万 | 0.01% | 8,687 | 1,653 | 23.5% | $4.71万 | 加仓 |
| OKE | ONEOK INC NEW | $24.68万 | 0.01% | 2,839 | -195 | -6.4% | -$1.70万 | 减仓 |
| — | NEOS ETF TRUST | $24.64万 | 0.01% | 5,016 | 5,016 | — | $24.64万 | 新建仓 |
| MGA | MAGNA INTL INC | $24.62万 | 0.01% | 3,750 | 3,750 | — | $24.62万 | 新建仓 |
| HAS | HASBRO INC | $24.55万 | 0.01% | 2,973 | -110 | -3.6% | -$9,085 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $24.54万 | 0.01% | 9,026 | 24 | 0.3% | $653 | 加仓 |
| NVT | NVENT ELEC PLC | $24.42万 | 0.01% | 1,440 | 1,440 | — | $24.42万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $24.41万 | 0.01% | 2,287 | 40 | 1.8% | $4,269 | 加仓 |
| — | ARCOSA INC | $24.39万 | 0.01% | 1,679 | 1,679 | — | $24.39万 | 新建仓 |
| WSO | WATSCO INC | $24.38万 | 0.01% | 585 | -901 | -60.6% | -$37.55万 | 重新持有 |
| LUV | SOUTHWEST AIRLS CO | $24.32万 | 0.01% | 4,730 | 4,730 | — | $24.32万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $24.31万 | 0.01% | 3,231 | 3,231 | — | $24.31万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $24.29万 | 0.01% | 5,251 | 324 | 6.6% | $1.50万 | 加仓 |
| NRG | NRG ENERGY INC | $24.26万 | 0.01% | 1,661 | -69 | -4.0% | -$1.01万 | 减仓 |
| FSK | FS KKR CAP CORP | $24.00万 | 0.01% | 22,849 | 813 | 3.7% | $8,541 | 加仓 |
| HRB | BLOCK H & R INC | $23.98万 | 0.01% | 6,298 | 6,298 | — | $23.98万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $23.92万 | 0.01% | 3,285 | -252 | -7.1% | -$1.84万 | 减仓 |
| IQV | IQVIA HLDGS INC | $23.82万 | 0.01% | 1,233 | -185 | -13.0% | -$3.57万 | 减仓 |
| ARTY | ISHARES TR | $23.80万 | 0.01% | 3,125 | 3,125 | — | $23.80万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $23.74万 | 0.01% | 526 | -170 | -24.4% | -$7.67万 | 减仓 |
| IDA | IDACORP INC | $23.71万 | 0.01% | 1,567 | 26 | 1.7% | $3,934 | 加仓 |
| BEKE | KE HLDGS INC | $23.67万 | 0.01% | 16,291 | 2,736 | 20.2% | $3.98万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $23.65万 | 0.01% | 811 | -64 | -7.3% | -$1.87万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $23.59万 | 0.01% | 7,433 | 82 | 1.1% | $2,602 | 加仓 |
| MTG | MGIC INVT CORP WIS | $23.55万 | 0.01% | 8,351 | -2,041 | -19.6% | -$5.76万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $23.51万 | 0.01% | 4,287 | 4,287 | — | $23.51万 | 新建仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $23.50万 | 0.01% | 7,798 | 96 | 1.2% | $2,893 | 加仓 |
| — | GABELLI MULTIMEDIA TR INC | $23.50万 | 0.01% | 55,824 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $23.43万 | 0.01% | 6,360 | 162 | 2.6% | $5,968 | 加仓 |
| TKR | TIMKEN CO | $23.40万 | 0.01% | 1,610 | 1,610 | — | $23.40万 | 新建仓 |
| HYDB | ISHARES TR | $23.38万 | 0.01% | 5,000 | -4,912 | -49.6% | -$22.97万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $23.36万 | 0.01% | 1,276 | 1,276 | — | $23.36万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $23.35万 | 0.01% | 1,853 | -433 | -18.9% | -$5.46万 | 减仓 |
| XBB | BONDBLOXX ETF TRUST | $23.33万 | 0.01% | 5,690 | 5,690 | — | $23.33万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $23.31万 | 0.01% | 1,676 | -200 | -10.7% | -$2.78万 | 减仓 |
| FTV | FORTIVE CORP | $23.29万 | 0.01% | 3,813 | 3,813 | — | $23.29万 | 新建仓 |
| INSM | INSMED INC | $23.29万 | 0.01% | 2,184 | -25,678 | -92.2% | -$273.78万 | 减仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $23.20万 | 0.01% | 18,009 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $23.18万 | 0.01% | 8,941 | 8,941 | — | $23.18万 | 新建仓 |
| AOA | ISHARES TR | $23.09万 | 0.01% | 2,366 | -689 | -22.6% | -$6.72万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $22.85万 | 0.01% | 2,524 | 2,524 | — | $22.85万 | 新建仓 |
| SAIA | SAIA INC | $22.81万 | 0.01% | 542 | 542 | — | $22.81万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $22.81万 | 0.01% | 2,107 | -4,198 | -66.6% | -$45.44万 | 减仓 |
| FSLR | FIRST SOLAR INC | $22.79万 | 0.01% | 966 | -224 | -18.8% | -$5.29万 | 重新持有 |
| OTIS | OTIS WORLDWIDE CORP | $22.78万 | 0.01% | 3,182 | -35 | -1.1% | -$2,506 | 减仓 |
| — | CHART INDS INC | $22.71万 | 0.01% | 1,087 | -121 | -10.0% | -$2.53万 | 减仓 |
| — | TEUCRIUM COMMODITY TR | $22.68万 | 0.01% | 10,295 | 440 | 4.5% | $9,693 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $22.64万 | 0.01% | 4,502 | 4,502 | — | $22.64万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $22.62万 | 0.01% | 1,094 | 1,094 | — | $22.62万 | 新建仓 |
| KVUE | KENVUE INC | $22.47万 | 0.01% | 11,757 | 1,077 | 10.1% | $2.06万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $22.43万 | 0.01% | 1,912 | 1,912 | — | $22.43万 | 新建仓 |
| TSN | TYSON FOODS INC | $22.41万 | 0.01% | 3,915 | 497 | 14.5% | $2.85万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $22.39万 | 0.01% | 572 | 572 | — | $22.39万 | 新建仓 |
| SF | STIFEL FINL CORP | $22.32万 | 0.01% | 3,199 | -752 | -19.0% | -$5.25万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $22.09万 | 0.01% | 1,298 | 1,298 | — | $22.09万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $22.04万 | 0.01% | 2,140 | -58 | -2.6% | -$5,973 | 减仓 |
| FDS | FACTSET RESH SYS INC | $22.02万 | 0.01% | 957 | 957 | — | $22.02万 | 新建仓 |
| SEIC | SEI INVTS CO | $21.97万 | 0.01% | 2,505 | -57 | -2.2% | -$5,000 | 减仓 |
| UMBF | UMB FINL CORP | $21.93万 | 0.01% | 1,536 | 1,536 | — | $21.93万 | 新建仓 |
| AGCO | AGCO CORP | $21.87万 | 0.01% | 1,827 | 1,827 | — | $21.87万 | 新建仓 |
| S | SENTINELONE INC | $21.86万 | 0.01% | 12,879 | -501 | -3.7% | -$8,502 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $21.80万 | 0.01% | 1,083 | 1,083 | — | $21.80万 | 新建仓 |
| RMD | RESMED INC | $21.79万 | 0.01% | 1,118 | -512 | -31.4% | -$9.98万 | 减仓 |
| NNN | NNN REIT INC | $21.77万 | 0.01% | 4,678 | 4,678 | — | $21.77万 | 新建仓 |
| IYH | ISHARES TR | $21.74万 | 0.01% | 3,244 | -1 | -0.0% | -$67 | 减仓 |
| VIV | TELEFONICA BRASIL SA | $21.56万 | 0.01% | 16,381 | -369 | -2.2% | -$4,856 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $21.54万 | 0.01% | 716 | -218 | -23.3% | -$6.56万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $21.51万 | 0.01% | 1,161 | -82 | -6.6% | -$1.52万 | 减仓 |
| KEP | KOREA ELEC PWR CORP | $21.50万 | 0.01% | 17,770 | -887 | -4.8% | -$1.07万 | 减仓 |
| CDW | CDW CORP | $21.46万 | 0.01% | 1,526 | 1,526 | — | $21.46万 | 新建仓 |
| XYL | XYLEM INC | $21.36万 | 0.01% | 1,807 | -705 | -28.1% | -$8.33万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $21.30万 | 0.01% | 6,241 | -1,366 | -18.0% | -$4.66万 | 减仓 |
| KGC | KINROSS GOLD CORP | $21.27万 | 0.01% | 9,006 | -23,082 | -71.9% | -$54.52万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $21.26万 | 0.01% | 2,586 | -950 | -26.9% | -$7.81万 | 重新持有 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $21.23万 | 0.01% | 2,110 | 2,110 | — | $21.23万 | 新建仓 |
| RKT | ROCKET COS INC | $21.11万 | 0.01% | 13,405 | -796 | -5.6% | -$1.25万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $21.11万 | 0.01% | 1,730 | 1,730 | — | $21.11万 | 新建仓 |
| CHE | CHEMED CORP NEW | $21.10万 | 0.01% | 453 | 453 | — | $21.10万 | 新建仓 |
| ARKK | ARK ETF TR | $21.07万 | 0.01% | 2,607 | -1,517 | -36.8% | -$12.26万 | 减仓 |
| VICI | VICI PPTYS INC | $21.04万 | 0.01% | 7,926 | 511 | 6.9% | $1.36万 | 重新持有 |
| URA | GLOBAL X FDS | $21.04万 | 0.01% | 4,814 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $20.94万 | 0.01% | 2,245 | 2,245 | — | $20.94万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $20.94万 | 0.01% | 1,520 | -423 | -21.8% | -$5.83万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $20.92万 | 0.01% | 2,430 | -335 | -12.1% | -$2.88万 | 减仓 |