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 |
|---|---|---|---|---|---|---|---|---|
| W | WAYFAIR INC | $0 | 0.00% | 0 | -2,225 | -100.0% | -$22.34万 | 清仓 |
| ONC | BEONE MEDICINES LTD | $0 | 0.00% | 0 | -735 | -100.0% | -$22.33万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -5,652 | -100.0% | -$22.26万 | 清仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -6,537 | -100.0% | -$22.16万 | 清仓 |
| DMLP | DORCHESTER MINERALS LP | $0 | 0.00% | 0 | -9,884 | -100.0% | -$22.10万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -5,867 | -100.0% | -$22.02万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -869 | -100.0% | -$22.02万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -1,663 | -100.0% | -$21.93万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -8,306 | -100.0% | -$21.87万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -5,744 | -100.0% | -$21.80万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -6,481 | -100.0% | -$21.74万 | 清仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $0 | 0.00% | 0 | -1,981 | -100.0% | -$21.48万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,641 | -100.0% | -$21.35万 | 清仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -12,689 | -100.0% | -$21.18万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -2,135 | -100.0% | -$21.03万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -7,159 | -100.0% | -$20.95万 | 清仓 |
| SMMD | ISHARES TR | $0 | 0.00% | 0 | -2,783 | -100.0% | -$20.86万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TAXF | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -4,133 | -100.0% | -$20.82万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -1,675 | -100.0% | -$20.78万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -2,005 | -100.0% | -$20.63万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -1,243 | -100.0% | -$20.37万 | 清仓 |
| — | INVESCO CURRENCYSHARES SWISS | $0 | 0.00% | 0 | -1,810 | -100.0% | -$20.20万 | 清仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,738 | -100.0% | -$20.16万 | 清仓 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -2,513 | -100.0% | -$20.05万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -412 | -100.0% | -$20.01万 | 清仓 |
| AAL | AMERICAN AIRLS GROUP INC | $0 | 0.00% | 0 | -11,371 | -100.0% | -$17.43万 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | -14,297 | -100.0% | -$15.57万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -31,925 | -100.0% | -$12.93万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -11,849 | -100.0% | -$12.91万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -25,025 | -100.0% | -$12.01万 | 清仓 |
| ORC | ORCHID IS CAP INC | $0 | 0.00% | 0 | -14,285 | -100.0% | -$10.29万 | 清仓 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -12,991 | -100.0% | -$9.51万 | 清仓 |
| — | NOVABAY PHARMACEUTICALS INC | $0 | 0.00% | 0 | -16,821 | -100.0% | -$9.49万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,175 | -100.0% | -$9.07万 | 清仓 |
| ASPI | ASP ISOTOPES INC | $0 | 0.00% | 0 | -15,334 | -100.0% | -$8.20万 | 清仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $0 | 0.00% | 0 | -17,900 | -100.0% | -$6.87万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYTOSORBENTS CORP | $0 | 0.00% | 0 | -27,443 | -100.0% | -$1.75万 | 清仓 |