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
AVGO 加仓+$1,303.77万
MINT 加仓+$1,220.38万
AAPL 加仓+$1,004.17万
IVV 加仓+$976.85万
2026Q2 卖出最多 按季末市值估算
FLOT 减仓-$559.65万
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 |
|---|---|---|---|---|---|---|---|---|
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -461 | -100.0% | -$25.07万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,979 | -100.0% | -$24.65万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -2,077 | -100.0% | -$24.44万 | 清仓 |
| TLK | TELEKOMUNIKASI IND | $0 | 0.00% | 0 | -13,075 | -100.0% | -$24.42万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -735 | -100.0% | -$24.13万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -2,118 | -100.0% | -$23.86万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,033 | -100.0% | -$23.60万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -1,504 | -100.0% | -$23.02万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -4,730 | -100.0% | -$22.89万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -1,255 | -100.0% | -$22.69万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -2,620 | -100.0% | -$22.57万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -773 | -100.0% | -$22.47万 | 清仓 |
| SUZ | SUZANO S A | $0 | 0.00% | 0 | -22,356 | -100.0% | -$22.38万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,137 | -100.0% | -$22.12万 | 清仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $0 | 0.00% | 0 | -652 | -100.0% | -$21.92万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -11,130 | -100.0% | -$21.74万 | 清仓 |
| TRMD | TORM PLC | $0 | 0.00% | 0 | -7,781 | -100.0% | -$21.71万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -600 | -100.0% | -$21.53万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -3,293 | -100.0% | -$21.48万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,308 | -100.0% | -$21.04万 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,209 | -100.0% | -$21.04万 | 清仓 |
| RRC | RANGE RES CORP | $0 | 0.00% | 0 | -4,648 | -100.0% | -$21.00万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -2,403 | -100.0% | -$20.87万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,308 | -100.0% | -$20.71万 | 清仓 |
| BILI | BILIBILI INC | $0 | 0.00% | 0 | -9,175 | -100.0% | -$20.70万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -9,708 | -100.0% | -$20.70万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,557 | -100.0% | -$20.43万 | 清仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -6,113 | -100.0% | -$20.22万 | 清仓 |
| IGLB | ISHARES TR | $0 | 0.00% | 0 | -4,060 | -100.0% | -$20.15万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -13,263 | -100.0% | -$17.22万 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | -33,627 | -100.0% | -$16.68万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -27,591 | -100.0% | -$16.53万 | 清仓 |
| RDY | DR REDDYS LABS LTD | $0 | 0.00% | 0 | -11,921 | -100.0% | -$16.51万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -11,779 | -100.0% | -$12.96万 | 清仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $0 | 0.00% | 0 | -10,512 | -100.0% | -$12.55万 | 清仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $0 | 0.00% | 0 | -14,555 | -100.0% | -$12.40万 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | -10,195 | -100.0% | -$11.83万 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -30,844 | -100.0% | -$10.58万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -11,059 | -100.0% | -$10.00万 | 清仓 |
| POET | POET TECHNOLOGIES INC | $0 | 0.00% | 0 | -15,750 | -100.0% | -$9.36万 | 清仓 |
| — | EAGLE POINT CREDIT COMPANY I | $0 | 0.00% | 0 | -13,547 | -100.0% | -$5.09万 | 清仓 |
| — | HONEYWELL INTL INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.26万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -26,780 | -100.0% | -$187 | 清仓 |