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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $609.81万 | 0.19% | 31,613 | 1,603 | 5.3% | $30.92万 | 加仓 |
| AMGN | AMGEN INC | $605.00万 | 0.19% | 17,195 | 7,818 | 83.4% | $275.07万 | 加仓 |
| USFR | WISDOMTREE TR | $601.58万 | 0.18% | 119,503 | 89,379 | 296.7% | $449.94万 | 加仓 |
| IEF | ISHARES TR | $585.57万 | 0.18% | 61,355 | -1,880 | -3.0% | -$17.94万 | 减仓 |
| IWY | ISHARES TR | $583.73万 | 0.18% | 23,458 | 21,461 | 1,074.7% | $534.04万 | 加仓 |
| EMXC | ISHARES INC | $580.05万 | 0.18% | 73,742 | -4,102 | -5.3% | -$32.27万 | 减仓 |
| LQD | ISHARES TR | $569.01万 | 0.17% | 52,207 | -19,138 | -26.8% | -$208.59万 | 减仓 |
| CMF | ISHARES TR | $567.81万 | 0.17% | 99,861 | 14,429 | 16.9% | $82.04万 | 加仓 |
| TLT | ISHARES TR | $567.11万 | 0.17% | 65,417 | -2,424 | -3.6% | -$21.01万 | 减仓 |
| COP | CONOCOPHILLIPS | $554.19万 | 0.17% | 41,984 | 24,886 | 145.5% | $328.50万 | 加仓 |
| INTC | INTEL CORP | $552.02万 | 0.17% | 125,089 | -2,817 | -2.2% | -$12.43万 | 减仓 |
| VV | VANGUARD INDEX FDS | $546.53万 | 0.17% | 18,288 | -212 | -1.1% | -$6.34万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $545.29万 | 0.17% | 39,125 | 2,977 | 8.2% | $41.49万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $541.25万 | 0.17% | 37,472 | -170 | -0.5% | -$2.46万 | 减仓 |
| MCD | MCDONALDS CORP | $530.14万 | 0.16% | 17,058 | 1,441 | 9.2% | $44.78万 | 加仓 |
| CSCO | CISCO SYS INC | $525.60万 | 0.16% | 67,740 | 1,727 | 2.6% | $13.40万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $508.80万 | 0.16% | 174,965 | -12,303 | -6.6% | -$35.78万 | 减仓 |
| TJX | TJX COS INC NEW | $503.80万 | 0.15% | 31,546 | 5,558 | 21.4% | $88.76万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $499.97万 | 0.15% | 14,799 | 962 | 7.0% | $32.50万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $494.24万 | 0.15% | 81,491 | 57,858 | 244.8% | $350.91万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $491.55万 | 0.15% | 41,436 | 80 | 0.2% | $9,490 | 加仓 |
| KO | COCA COLA CO | $483.84万 | 0.15% | 63,622 | 1,839 | 3.0% | $13.99万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $481.13万 | 0.15% | 125,229 | 17,502 | 16.2% | $67.24万 | 加仓 |
| T | AT&T INC | $478.81万 | 0.15% | 165,163 | 22,043 | 15.4% | $63.90万 | 加仓 |
| BA | BOEING CO | $476.84万 | 0.15% | 23,958 | 721 | 3.1% | $14.35万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $475.44万 | 0.15% | 101,719 | 3,162 | 3.2% | $14.78万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $473.96万 | 0.15% | 23,298 | -14,732 | -38.7% | -$299.70万 | 减仓 |
| NVS | NOVARTIS AG | $467.08万 | 0.14% | 30,578 | 3,544 | 13.1% | $54.13万 | 加仓 |
| INSM | INSMED INC | $455.60万 | 0.14% | 27,862 | 211 | 0.8% | $3.45万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $441.58万 | 0.14% | 20,533 | -209 | -1.0% | -$4.49万 | 减仓 |
| IWX | ISHARES TR | $435.72万 | 0.13% | 47,018 | 38,725 | 467.0% | $358.86万 | 加仓 |
| USIG | ISHARES TR | $423.30万 | 0.13% | 82,626 | 903 | 1.1% | $4.63万 | 加仓 |
| AMAT | APPLIED MATLS INC | $416.87万 | 0.13% | 12,197 | 1,440 | 13.4% | $49.22万 | 加仓 |
| C | CITIGROUP INC | $412.01万 | 0.13% | 36,329 | 7 | 0.0% | $794 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $407.46万 | 0.13% | 8,797 | 344 | 4.1% | $15.93万 | 加仓 |
| GLD | SPDR GOLD TR | $406.02万 | 0.12% | 9,436 | 68 | 0.7% | $2.93万 | 加仓 |
| IVE | ISHARES TR | $405.98万 | 0.12% | 19,227 | 12,099 | 169.7% | $255.47万 | 加仓 |
| IEI | ISHARES TR | $399.83万 | 0.12% | 33,712 | -1,345 | -3.8% | -$15.95万 | 减仓 |
| VO | VANGUARD INDEX FDS | $382.77万 | 0.12% | 13,329 | -28,706 | -68.3% | -$824.36万 | 减仓 |
| SHOP | SHOPIFY INC | $382.54万 | 0.12% | 32,249 | -856 | -2.6% | -$10.15万 | 减仓 |
| SGOL | ETFS GOLD TR | $381.07万 | 0.12% | 85,404 | 360 | 0.4% | $1.61万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $372.41万 | 0.11% | 37,599 | 7,182 | 23.6% | $71.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $371.05万 | 0.11% | 59,415 | 5,926 | 11.1% | $37.01万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $366.47万 | 0.11% | 17,153 | 1,529 | 9.8% | $32.67万 | 加仓 |
| AZN | ASTRAZENECA PLC | $366.24万 | 0.11% | 18,570 | 18,570 | — | $366.24万 | 新建仓 |
| — | TRIO TECH INTL | $359.23万 | 0.11% | 621,500 | -47,500 | -7.1% | -$27.45万 | 减仓 |
| MS | MORGAN STANLEY | $358.75万 | 0.11% | 21,799 | -1,238 | -5.4% | -$20.37万 | 减仓 |
| RY | ROYAL BK CDA | $352.53万 | 0.11% | 21,791 | 322 | 1.5% | $5.21万 | 加仓 |
| VGT | VANGUARD WORLD FD | $351.03万 | 0.11% | 5,031 | 34 | 0.7% | $2.37万 | 加仓 |
| SHEL | SHELL PLC | $348.84万 | 0.11% | 37,509 | -598 | -1.6% | -$5.56万 | 减仓 |
| SHY | ISHARES TR | $345.76万 | 0.11% | 41,874 | -3,124 | -6.9% | -$25.80万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $337.73万 | 0.10% | 32,895 | -4,420 | -11.8% | -$45.38万 | 减仓 |
| GEV | GE VERNOVA INC | $336.36万 | 0.10% | 3,853 | 269 | 7.5% | $23.48万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $334.62万 | 0.10% | 26,672 | -3,148 | -10.6% | -$39.49万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $333.85万 | 0.10% | 66,504 | 8,095 | 13.9% | $40.64万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $333.48万 | 0.10% | 46,361 | 4,867 | 11.7% | $35.01万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $332.56万 | 0.10% | 22,811 | -2,086 | -8.4% | -$30.41万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $330.88万 | 0.10% | 67,294 | -4,441 | -6.2% | -$21.84万 | 减仓 |
| KLAC | KLA CORP | $329.40万 | 0.10% | 2,237 | 116 | 5.5% | $17.08万 | 加仓 |
| AMLP | ALPS ETF TR | $326.12万 | 0.10% | 61,954 | 5,512 | 9.8% | $29.01万 | 加仓 |
| WM | WASTE MGMT INC DEL | $325.56万 | 0.10% | 14,168 | 1,465 | 11.5% | $33.66万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $324.58万 | 0.10% | 11,795 | 673 | 6.1% | $18.52万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $322.86万 | 0.10% | 10,674 | 832 | 8.5% | $25.17万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $318.69万 | 0.10% | 191,820 | -82,574 | -30.1% | -$137.19万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $317.74万 | 0.10% | 136,253 | -25,544 | -15.8% | -$59.57万 | 减仓 |
| WFC | WELLS FARGO & CO | $313.11万 | 0.10% | 39,330 | -5,957 | -13.2% | -$47.42万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $312.49万 | 0.10% | 184,145 | 10,415 | 6.0% | $17.67万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $310.85万 | 0.10% | 52,883 | -468 | -0.9% | -$2.75万 | 减仓 |
| HD | HOME DEPOT INC | $308.35万 | 0.09% | 9,375 | -2,685 | -22.3% | -$88.31万 | 减仓 |
| SUB | ISHARES TR | $303.07万 | 0.09% | 28,458 | -1,014 | -3.4% | -$10.80万 | 减仓 |
| VLO | VALERO ENERGY CORP | $302.37万 | 0.09% | 12,238 | 191 | 1.6% | $4.72万 | 加仓 |
| LIN | LINDE PLC | $301.43万 | 0.09% | 6,080 | 1,913 | 45.9% | $94.84万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $301.42万 | 0.09% | 33,982 | -1,982 | -5.5% | -$17.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $299.16万 | 0.09% | 4,600 | 3,700 | 411.1% | $240.63万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $298.61万 | 0.09% | 709 | -348 | -32.9% | -$146.57万 | 减仓 |
| ORCL | ORACLE CORP | $298.38万 | 0.09% | 20,283 | -2,237 | -9.9% | -$32.91万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $297.66万 | 0.09% | 6,666 | 125 | 1.9% | $5.58万 | 加仓 |
| SAN | BANCO SANTANDER SA | $296.08万 | 0.09% | 262,481 | 9,355 | 3.7% | $10.55万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $293.27万 | 0.09% | 6,362 | -64 | -1.0% | -$2.95万 | 减仓 |
| IVW | ISHARES TR | $292.04万 | 0.09% | 25,819 | 21,036 | 439.8% | $237.94万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $291.26万 | 0.09% | 17,615 | -451 | -2.5% | -$7.46万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $288.94万 | 0.09% | 49,663 | 41,326 | 495.7% | $240.43万 | 加仓 |
| ESGU | ISHARES TR | $288.15万 | 0.09% | 20,375 | 3,590 | 21.4% | $50.77万 | 加仓 |
| DIS | DISNEY WALT CO | $288.13万 | 0.09% | 29,895 | -3,725 | -11.1% | -$35.90万 | 减仓 |
| RBLX | ROBLOX CORP | $286.98万 | 0.09% | 50,739 | -2,611 | -4.9% | -$14.77万 | 减仓 |
| ENB | ENBRIDGE INC | $284.09万 | 0.09% | 52,473 | -12,134 | -18.8% | -$65.69万 | 减仓 |
| MOAT | VANECK ETF TRUST | $281.70万 | 0.09% | 29,132 | -520 | -1.8% | -$5.03万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $280.47万 | 0.09% | 21,420 | 1,389 | 6.9% | $18.19万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $279.41万 | 0.09% | 114,557 | 71 | 0.1% | $1,732 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $279.38万 | 0.09% | 8,095 | 766 | 10.5% | $26.44万 | 加仓 |
| UNP | UNION PAC CORP | $277.91万 | 0.09% | 11,455 | -697 | -5.7% | -$16.91万 | 减仓 |
| GOOGL | ALPHABET INC 看跌期权 | $276.06万 | 0.08% | 9,600 | 9,600 | — | $276.06万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $270.88万 | 0.08% | 37,239 | 5,746 | 18.2% | $41.80万 | 加仓 |
| BX | BLACKSTONE INC | $266.18万 | 0.08% | 23,148 | 1,288 | 5.9% | $14.81万 | 加仓 |
| EFV | ISHARES TR | $264.09万 | 0.08% | 35,520 | 13,350 | 60.2% | $99.26万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $263.46万 | 0.08% | 4,360 | 228 | 5.5% | $13.78万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $259.05万 | 0.08% | 12,570 | 1,006 | 8.7% | $20.73万 | 加仓 |
| CRM | SALESFORCE INC | $258.64万 | 0.08% | 13,855 | -3,926 | -22.1% | -$73.29万 | 减仓 |
| ETN | EATON CORP PLC | $257.36万 | 0.08% | 7,195 | 696 | 10.7% | $24.90万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $256.32万 | 0.08% | 5,214 | -5,851 | -52.9% | -$287.64万 | 减仓 |