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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $752.82万 | 0.20% | 39,678 | 8,065 | 25.5% | $153.02万 | 加仓 |
| IWY | ISHARES TR | $750.47万 | 0.20% | 25,823 | 2,365 | 10.1% | $68.73万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $749.01万 | 0.20% | 154,658 | -12,058 | -7.2% | -$58.40万 | 减仓 |
| CSHI | NEOS ETF TRUST | $742.49万 | 0.19% | 149,064 | -22,866 | -13.3% | -$113.90万 | 减仓 |
| GOOG | ALPHABET INC 看跌期权 | $741.99万 | 0.19% | 21,000 | -3,100 | -12.9% | -$109.53万 | 减仓 |
| ITOT | ISHARES TR | $739.30万 | 0.19% | 45,005 | 1,897 | 4.4% | $31.16万 | 加仓 |
| IWB | ISHARES TR | $716.29万 | 0.19% | 17,492 | -4,524 | -20.5% | -$185.26万 | 减仓 |
| EFA | ISHARES TR | $693.76万 | 0.18% | 66,785 | -2,485 | -3.6% | -$25.81万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $692.58万 | 0.18% | 13,485 | 4 | 0.0% | $2,054 | 加仓 |
| QUAL | ISHARES TR | $668.04万 | 0.17% | 30,445 | -4,713 | -13.4% | -$103.42万 | 减仓 |
| KLAC | KLA CORP | $666.90万 | 0.17% | 22,104 | -266 | -1.2% | -$8.03万 | 减仓 |
| TLT | ISHARES TR | $665.72万 | 0.17% | 77,034 | 11,617 | 17.8% | $100.39万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $646.02万 | 0.17% | 178,805 | 3,840 | 2.2% | $13.87万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $645.35万 | 0.17% | 73,527 | -11,971 | -14.0% | -$105.07万 | 减仓 |
| ORCL | ORACLE CORP | $638.56万 | 0.17% | 43,573 | 23,290 | 114.8% | $341.31万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $630.66万 | 0.16% | 37,124 | 22,647 | 156.4% | $384.73万 | 加仓 |
| VV | VANGUARD INDEX FDS | $626.75万 | 0.16% | 18,224 | -64 | -0.3% | -$2.20万 | 减仓 |
| LQD | ISHARES TR | $609.51万 | 0.16% | 55,882 | 3,675 | 7.0% | $40.08万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $596.09万 | 0.16% | 41,221 | -215 | -0.5% | -$3.11万 | 减仓 |
| PFE | PFIZER INC | $584.44万 | 0.15% | 242,706 | 159,955 | 193.3% | $385.17万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $583.97万 | 0.15% | 175,418 | 50,189 | 40.1% | $167.08万 | 加仓 |
| NOW | SERVICENOW INC | $576.00万 | 0.15% | 58,018 | 39,022 | 205.4% | $387.41万 | 加仓 |
| IEF | ISHARES TR | $572.97万 | 0.15% | 60,587 | -768 | -1.3% | -$7.26万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $564.63万 | 0.15% | 13,585 | 5,675 | 71.7% | $235.87万 | 加仓 |
| KO | COCA COLA CO | $564.34万 | 0.15% | 69,440 | 5,818 | 9.1% | $47.28万 | 加仓 |
| C | CITIGROUP INC | $553.61万 | 0.14% | 39,555 | 3,226 | 8.9% | $45.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $548.73万 | 0.14% | 16,091 | 766 | 5.0% | $26.12万 | 加仓 |
| GE | GE AEROSPACE | $529.46万 | 0.14% | 14,167 | -8,568 | -37.7% | -$320.21万 | 减仓 |
| NFLX | NETFLIX INC. | $528.24万 | 0.14% | 73,984 | -9,396 | -11.3% | -$67.09万 | 减仓 |
| BA | BOEING CO | $515.99万 | 0.13% | 23,836 | -122 | -0.5% | -$2.64万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $513.11万 | 0.13% | 40,613 | 1,488 | 3.8% | $18.80万 | 加仓 |
| MS | MORGAN STANLEY | $511.74万 | 0.13% | 24,480 | 2,681 | 12.3% | $56.04万 | 加仓 |
| VGT | VANGUARD WORLD FD | $507.11万 | 0.13% | 42,429 | 2,181 | 5.4% | $26.07万 | 加仓 |
| PPG | PPG INDS INC | $502.26万 | 0.13% | 41,410 | 20,995 | 102.8% | $254.65万 | 加仓 |
| CMF | ISHARES TR | $500.81万 | 0.13% | 86,886 | -12,975 | -13.0% | -$74.79万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $498.19万 | 0.13% | 21,055 | 522 | 2.5% | $12.35万 | 加仓 |
| NVS | NOVARTIS AG | $482.05万 | 0.13% | 30,759 | 181 | 0.6% | $2.84万 | 加仓 |
| RY | ROYAL BK CDA | $471.86万 | 0.12% | 22,798 | 1,007 | 4.6% | $20.84万 | 加仓 |
| TJX | TJX COS INC NEW | $469.51万 | 0.12% | 30,991 | -555 | -1.8% | -$8.41万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $466.21万 | 0.12% | 7,299 | 416 | 6.0% | $26.57万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $460.34万 | 0.12% | 95,665 | -6,054 | -6.0% | -$29.13万 | 减仓 |
| IWX | ISHARES TR | $460.16万 | 0.12% | 43,758 | -3,260 | -6.9% | -$34.28万 | 减仓 |
| FTNT | FORTINET INC | $443.14万 | 0.12% | 28,846 | 354 | 1.2% | $5.44万 | 加仓 |
| ESGU | ISHARES TR | $432.10万 | 0.11% | 26,401 | 6,026 | 29.6% | $98.63万 | 加仓 |
| VO | VANGUARD INDEX FDS | $431.70万 | 0.11% | 53,581 | 265 | 0.5% | $2.14万 | 加仓 |
| MCD | MCDONALDS CORP | $416.70万 | 0.11% | 15,416 | -1,642 | -9.6% | -$44.38万 | 减仓 |
| IVE | ISHARES TR | $416.01万 | 0.11% | 18,322 | -905 | -4.7% | -$20.55万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $413.68万 | 0.11% | 59,182 | -233 | -0.4% | -$1.63万 | 减仓 |
| — | TRIO TECH INTL | $412.60万 | 0.11% | 334,899 | -286,601 | -46.1% | -$353.09万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $412.56万 | 0.11% | 49,521 | 12,282 | 33.0% | $102.32万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $409.44万 | 0.11% | 205,851 | 21,706 | 11.8% | $43.17万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $403.60万 | 0.11% | 7,726 | -1,071 | -12.2% | -$55.95万 | 减仓 |
| HD | HOME DEPOT INC | $397.49万 | 0.10% | 11,270 | 1,895 | 20.2% | $66.84万 | 加仓 |
| SAN | BANCO SANTANDER SA | $391.92万 | 0.10% | 283,998 | 21,517 | 8.2% | $29.69万 | 加仓 |
| IVW | ISHARES TR | $387.96万 | 0.10% | 28,209 | 2,390 | 9.3% | $32.87万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $385.43万 | 0.10% | 21,306 | 3,691 | 21.0% | $66.77万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $381.43万 | 0.10% | 11,276 | 602 | 5.6% | $20.36万 | 加仓 |
| GLD | SPDR GOLD TR | $377.73万 | 0.10% | 10,254 | 818 | 8.7% | $30.13万 | 加仓 |
| ENB | ENBRIDGE INC | $374.98万 | 0.10% | 69,171 | 16,698 | 31.8% | $90.52万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $365.00万 | 0.10% | 90,774 | 41,750 | 85.2% | $167.88万 | 加仓 |
| EFG | ISHARES TR | $360.45万 | 0.09% | 28,970 | 7,480 | 34.8% | $93.07万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $357.38万 | 0.09% | 11,255 | -540 | -4.6% | -$17.15万 | 减仓 |
| UNP | UNION PAC CORP | $352.09万 | 0.09% | 12,944 | 1,489 | 13.0% | $40.50万 | 加仓 |
| AMLP | ALPS ETF TR | $348.53万 | 0.09% | 67,219 | 5,265 | 8.5% | $27.30万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $348.38万 | 0.09% | 55,395 | 2,512 | 4.8% | $15.80万 | 加仓 |
| IEI | ISHARES TR | $347.22万 | 0.09% | 29,564 | -4,148 | -12.3% | -$48.72万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $346.14万 | 0.09% | 4,535 | 1,454 | 47.2% | $110.98万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $341.33万 | 0.09% | 41,855 | -1,251 | -2.9% | -$10.20万 | 减仓 |
| SGOL | ETFS GOLD TR | $339.24万 | 0.09% | 88,736 | 3,332 | 3.9% | $12.74万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $337.98万 | 0.09% | 21,906 | -905 | -4.0% | -$13.96万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $337.96万 | 0.09% | 49,693 | 30 | 0.1% | $2,040 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $337.67万 | 0.09% | 35,017 | 1,035 | 3.0% | $9.98万 | 加仓 |
| CVS | CVS HEALTH CORP | $337.32万 | 0.09% | 32,607 | -473 | -1.4% | -$4.89万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $336.29万 | 0.09% | 27,694 | 2,272 | 8.9% | $27.59万 | 加仓 |
| T | AT&T INC | $335.35万 | 0.09% | 162,004 | -3,159 | -1.9% | -$6.54万 | 减仓 |
| SHY | ISHARES TR | $334.15万 | 0.09% | 40,696 | -1,178 | -2.8% | -$9.67万 | 减仓 |
| WFC | WELLS FARGO & CO | $333.30万 | 0.09% | 40,332 | 1,002 | 2.5% | $8.28万 | 加仓 |
| VLO | VALERO ENERGY CORP | $331.77万 | 0.09% | 12,739 | 501 | 4.1% | $13.05万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $330.04万 | 0.09% | 18,516 | 791 | 4.5% | $14.10万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $326.56万 | 0.09% | 139,317 | 3,064 | 2.2% | $7.18万 | 加仓 |
| SHOP | SHOPIFY INC | $326.52万 | 0.09% | 28,597 | -3,652 | -11.3% | -$41.70万 | 减仓 |
| WM | WASTE MGMT INC DEL | $323.78万 | 0.08% | 14,528 | 360 | 2.5% | $8.02万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $323.19万 | 0.08% | 64,799 | -2,495 | -3.7% | -$12.44万 | 减仓 |
| LIN | LINDE PLC | $321.16万 | 0.08% | 6,189 | 109 | 1.8% | $5.66万 | 加仓 |
| ETN | EATON CORP PLC | $318.03万 | 0.08% | 7,463 | 268 | 3.7% | $11.42万 | 加仓 |
| SUB | ISHARES TR | $310.44万 | 0.08% | 29,158 | 700 | 2.5% | $7.45万 | 加仓 |
| AMGN | AMGEN INC | $309.93万 | 0.08% | 8,559 | -8,636 | -50.2% | -$312.72万 | 减仓 |
| MOAT | VANECK ETF TRUST | $309.54万 | 0.08% | 29,775 | 643 | 2.2% | $6.68万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $306.93万 | 0.08% | 122,480 | 10,084 | 9.0% | $25.27万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $303.56万 | 0.08% | 71,695 | 5,191 | 7.8% | $21.98万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $303.40万 | 0.08% | 6,108 | -558 | -8.4% | -$27.72万 | 减仓 |
| RBLX | ROBLOX CORP | $302.80万 | 0.08% | 55,682 | 4,943 | 9.7% | $26.88万 | 加仓 |
| DIS | DISNEY WALT CO | $299.37万 | 0.08% | 31,103 | 1,208 | 4.0% | $11.63万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $298.07万 | 0.08% | 85,089 | 47,866 | 128.6% | $167.67万 | 加仓 |
| DE | DEERE & CO | $294.65万 | 0.08% | 4,646 | 304 | 7.0% | $19.28万 | 加仓 |
| RIO | RIO TINTO PLC | $291.84万 | 0.08% | 30,743 | 8,946 | 41.0% | $84.92万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $290.97万 | 0.08% | 22,987 | 1,567 | 7.3% | $19.84万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $290.21万 | 0.08% | 123,073 | 9,446 | 8.3% | $22.27万 | 加仓 |
| AZN | ASTRAZENECA PLC | $282.86万 | 0.07% | 14,917 | -3,653 | -19.7% | -$69.27万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $282.46万 | 0.07% | 56,054 | 2,278 | 4.2% | $11.48万 | 加仓 |