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
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VUG 加仓+$524.23万
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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 |
|---|---|---|---|---|---|---|---|---|
| LYG | LLOYDS BANKING GROUP PLC | $253.76万 | 0.08% | 504,501 | 5,810 | 1.2% | $2.92万 | 加仓 |
| BIL | SPDR SERIES TRUST | $252.05万 | 0.08% | 27,504 | -15,316 | -35.8% | -$140.36万 | 减仓 |
| PEP | PEPSICO INC | $251.07万 | 0.08% | 16,168 | 2,946 | 22.3% | $45.75万 | 加仓 |
| IWS | ISHARES TR | $248.94万 | 0.08% | 17,081 | 15,046 | 739.4% | $219.28万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $245.69万 | 0.08% | 15,325 | -4,263 | -21.8% | -$68.34万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $245.49万 | 0.08% | 53,776 | -5,009 | -8.5% | -$22.87万 | 减仓 |
| DE | DEERE & CO | $244.59万 | 0.08% | 4,342 | 325 | 8.1% | $18.31万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $243.45万 | 0.07% | 112,396 | 1,889 | 1.7% | $4.09万 | 加仓 |
| SYK | STRYKER CORPORATION | $240.89万 | 0.07% | 7,331 | 888 | 13.8% | $29.18万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $240.80万 | 0.07% | 2,690 | 203 | 8.2% | $18.17万 | 加仓 |
| EFG | ISHARES TR | $239.34万 | 0.07% | 21,490 | 2,234 | 11.6% | $24.88万 | 加仓 |
| MBB | ISHARES TR | $237.69万 | 0.07% | 25,033 | 4,605 | 22.5% | $43.72万 | 加仓 |
| CVS | CVS HEALTH CORP | $237.58万 | 0.07% | 33,080 | -854 | -2.5% | -$6.13万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $237.21万 | 0.07% | 25,422 | 1,158 | 4.8% | $10.81万 | 加仓 |
| MCK | MCKESSON CORP | $236.89万 | 0.07% | 2,737 | 139 | 5.4% | $12.03万 | 加仓 |
| IBTG | ISHARES TR | $235.84万 | 0.07% | 102,918 | -4,088 | -3.8% | -$9.37万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $234.06万 | 0.07% | 104,655 | -2,269 | -2.1% | -$5.07万 | 减仓 |
| FTNT | FORTINET INC | $232.84万 | 0.07% | 28,492 | 12,364 | 76.7% | $101.04万 | 加仓 |
| PFE | PFIZER INC | $232.37万 | 0.07% | 82,751 | 12,196 | 17.3% | $34.25万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $231.01万 | 0.07% | 46,248 | -1,576 | -3.3% | -$7.87万 | 减仓 |
| NEM | NEWMONT CORP | $229.40万 | 0.07% | 21,192 | 121 | 0.6% | $1.31万 | 加仓 |
| NYF | ISHARES TR | $226.52万 | 0.07% | 42,642 | 7,059 | 19.8% | $37.50万 | 加仓 |
| SO | SOUTHERN CO | $225.76万 | 0.07% | 23,390 | -163 | -0.7% | -$1.57万 | 减仓 |
| OKLO | OKLO INC | $224.46万 | 0.07% | 45,263 | 25 | 0.1% | $1,240 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $224.41万 | 0.07% | 113,627 | 8,439 | 8.0% | $16.67万 | 加仓 |
| SHV | ISHARES TR | $224.26万 | 0.07% | 20,316 | -891 | -4.2% | -$9.84万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $221.65万 | 0.07% | 3,154 | 1,271 | 67.5% | $89.32万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $218.82万 | 0.07% | 11,994 | -2,722 | -18.5% | -$49.66万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $218.40万 | 0.07% | 22,199 | 2,108 | 10.5% | $20.74万 | 加仓 |
| PPG | PPG INDS INC | $218.20万 | 0.07% | 20,415 | 783 | 4.0% | $8.37万 | 加仓 |
| GSK | GSK PLC | $215.23万 | 0.07% | 38,998 | 1,012 | 2.7% | $5.59万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $214.02万 | 0.07% | 7,910 | -1,834 | -18.8% | -$49.62万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $213.55万 | 0.07% | 43,679 | 1,726 | 4.1% | $8.44万 | 加仓 |
| LOW | LOWES COS INC | $211.55万 | 0.06% | 8,954 | -1,957 | -17.9% | -$46.24万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $210.66万 | 0.06% | 37,232 | 30,732 | 472.8% | $173.88万 | 加仓 |
| DGRO | ISHARES TR | $210.31万 | 0.06% | 29,966 | 336 | 1.1% | $2.36万 | 加仓 |
| SBUX | STARBUCKS CORP | $209.77万 | 0.06% | 23,415 | -6,393 | -21.4% | -$57.27万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $208.84万 | 0.06% | 56,139 | -3,034 | -5.1% | -$11.29万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $208.12万 | 0.06% | 67,221 | 1,092 | 1.7% | $3.38万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $207.85万 | 0.06% | 10,240 | 185 | 1.8% | $3.76万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $206.71万 | 0.06% | 44,065 | 1,126 | 2.6% | $5.28万 | 加仓 |
| RIO | RIO TINTO PLC | $203.35万 | 0.06% | 21,797 | 2,723 | 14.3% | $25.40万 | 加仓 |
| SONY | SONY GROUP CORP | $203.23万 | 0.06% | 98,177 | -18,301 | -15.7% | -$37.88万 | 减仓 |
| ESGD | ISHARES TR | $203.10万 | 0.06% | 21,241 | 6,537 | 44.5% | $62.51万 | 加仓 |
| BLK | BLACKROCK INC | $203.03万 | 0.06% | 2,111 | -110 | -5.0% | -$10.58万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $202.54万 | 0.06% | 34,640 | -507 | -1.4% | -$2.96万 | 减仓 |
| KKR | KKR & CO INC | $200.86万 | 0.06% | 21,715 | 4,111 | 23.4% | $38.03万 | 加仓 |
| ECL | ECOLAB INC | $198.95万 | 0.06% | 7,479 | 294 | 4.1% | $7.82万 | 加仓 |
| NOW | SERVICENOW INC | $198.60万 | 0.06% | 18,996 | 4,546 | 31.5% | $47.53万 | 加仓 |
| WELL | WELLTOWER INC | $198.28万 | 0.06% | 10,029 | 897 | 9.8% | $17.73万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $197.51万 | 0.06% | 43,106 | -4,886 | -10.2% | -$22.39万 | 减仓 |
| B | BARRICK MNG CORP | $196.18万 | 0.06% | 48,095 | -889 | -1.8% | -$3.63万 | 减仓 |
| APH | AMPHENOL CORP | $194.32万 | 0.06% | 15,380 | -791 | -4.9% | -$9.99万 | 减仓 |
| — | HONEYWELL INTL INC | $192.89万 | 0.06% | 8,534 | 1,493 | 21.2% | $33.75万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $192.82万 | 0.06% | 57,508 | 3,100 | 5.7% | $10.39万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $192.59万 | 0.06% | 20,492 | -159 | -0.8% | -$1.49万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $191.21万 | 0.06% | 22,435 | 1,507 | 7.2% | $12.84万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $191.10万 | 0.06% | 29,092 | -775 | -2.6% | -$5.09万 | 减仓 |
| ADI | ANALOG DEVICES INC | $187.30万 | 0.06% | 5,887 | 959 | 19.5% | $30.51万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $186.29万 | 0.06% | 86,165 | 25,821 | 42.8% | $55.82万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $186.18万 | 0.06% | 6,883 | 825 | 13.6% | $22.32万 | 加仓 |
| SNDK | SANDISK CORP | $185.65万 | 0.06% | 2,922 | 1,017 | 53.4% | $64.61万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $185.34万 | 0.06% | 28,687 | 1,746 | 6.5% | $11.28万 | 加仓 |
| MO | ALTRIA GROUP INC | $185.26万 | 0.06% | 28,074 | 2,305 | 8.9% | $15.21万 | 加仓 |
| ETR | ENTERGY CORP NEW | $184.22万 | 0.06% | 16,395 | -89 | -0.5% | -$1.00万 | 减仓 |
| IJH | ISHARES TR | $183.60万 | 0.06% | 27,188 | 4,165 | 18.1% | $28.13万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $182.58万 | 0.06% | 6,285 | 714 | 12.8% | $20.74万 | 加仓 |
| IDEV | ISHARES TR | $180.89万 | 0.06% | 21,646 | 10,531 | 94.7% | $88.00万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $177.75万 | 0.05% | 14,477 | -3,132 | -17.8% | -$38.45万 | 减仓 |
| INTU | INTUIT | $176.46万 | 0.05% | 4,081 | -611 | -13.0% | -$26.42万 | 减仓 |
| FDX | FEDEX CORP | $175.23万 | 0.05% | 4,920 | 1,096 | 28.7% | $39.03万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $175.19万 | 0.05% | 22,720 | 10,201 | 81.5% | $78.66万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $173.48万 | 0.05% | 28,319 | 16,615 | 142.0% | $101.78万 | 加仓 |
| CMI | CUMMINS INC | $171.54万 | 0.05% | 3,188 | 28 | 0.9% | $1.51万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $170.27万 | 0.05% | 214,449 | 15,789 | 7.9% | $12.54万 | 加仓 |
| CIEN | CIENA CORP | $170.18万 | 0.05% | 4,383 | 1,050 | 31.5% | $40.77万 | 加仓 |
| PLD | PROLOGIS INC. | $169.81万 | 0.05% | 12,847 | 2,328 | 22.1% | $30.77万 | 加仓 |
| CB | CHUBB LTD SWITZ | $169.79万 | 0.05% | 5,209 | 578 | 12.5% | $18.84万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $169.29万 | 0.05% | 11,431 | -205 | -1.8% | -$3.04万 | 减仓 |
| VALE | VALE S A | $168.50万 | 0.05% | 105,911 | 9,259 | 9.6% | $14.73万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $167.20万 | 0.05% | 7,255 | -758 | -9.5% | -$17.47万 | 减仓 |
| TECK | TECK RESOURCES LTD | $167.11万 | 0.05% | 32,292 | 26 | 0.1% | $1,346 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $166.35万 | 0.05% | 69,690 | 9,151 | 15.1% | $21.84万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $166.00万 | 0.05% | 49,024 | 29,980 | 157.4% | $101.51万 | 加仓 |
| SCZ | ISHARES TR | $165.92万 | 0.05% | 21,160 | 8,917 | 72.8% | $69.92万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $165.90万 | 0.05% | 7,972 | 687 | 9.4% | $14.30万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $164.88万 | 0.05% | 51,279 | 51,279 | — | $164.88万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $164.38万 | 0.05% | 5,128 | -99 | -1.9% | -$3.17万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $160.67万 | 0.05% | 6,173 | 686 | 12.5% | $17.86万 | 加仓 |
| UBS | UBS GROUP AG | $160.56万 | 0.05% | 41,095 | -537 | -1.3% | -$2.10万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $160.32万 | 0.05% | 73,931 | -4,968 | -6.3% | -$10.77万 | 减仓 |
| BCS | BARCLAYS PLC | $160.09万 | 0.05% | 75,657 | -33,129 | -30.5% | -$70.10万 | 重新持有 |
| AAPL | APPLE INC 看跌期权 | $159.89万 | 0.05% | 6,300 | 5,800 | 1,160.0% | $147.20万 | 重新持有 |
| IWO | ISHARES TR | $159.37万 | 0.05% | 5,079 | 836 | 19.7% | $26.23万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $158.92万 | 0.05% | 44,841 | 21,391 | 91.2% | $75.81万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $158.60万 | 0.05% | 7,587 | 545 | 7.7% | $11.39万 | 加仓 |
| EQIX | EQUINIX INC | $158.41万 | 0.05% | 1,616 | -41 | -2.5% | -$4.02万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $156.78万 | 0.05% | 9,461 | -232 | -2.4% | -$3.84万 | 减仓 |
| NTES | NETEASE COM INC | $155.35万 | 0.05% | 13,878 | -163 | -1.2% | -$1.82万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $154.85万 | 0.05% | 15,905 | -1,481 | -8.5% | -$14.42万 | 减仓 |