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
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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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC 看跌期权 | $281.64万 | 0.07% | 5,000 | 5,000 | — | $281.64万 | 新建仓 |
| IWS | ISHARES TR | $281.21万 | 0.07% | 17,084 | 3 | 0.0% | $494 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $279.77万 | 0.07% | 38,771 | -7,590 | -16.4% | -$54.77万 | 减仓 |
| SHEL | SHELL PLC | $279.07万 | 0.07% | 35,990 | -1,519 | -4.0% | -$11.78万 | 减仓 |
| USIG | ISHARES TR | $278.93万 | 0.07% | 54,383 | -28,243 | -34.2% | -$144.86万 | 减仓 |
| GLW | CORNING INC | $275.63万 | 0.07% | 10,790 | 371 | 3.6% | $9.48万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $274.02万 | 0.07% | 6,351 | 369 | 6.2% | $15.92万 | 加仓 |
| APH | AMPHENOL CORP | $272.89万 | 0.07% | 15,477 | 97 | 0.6% | $1.71万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $269.95万 | 0.07% | 3,146 | -8 | -0.3% | -$6,864 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $266.13万 | 0.07% | 29,181 | 494 | 1.7% | $4.51万 | 加仓 |
| BX | BLACKSTONE INC | $264.56万 | 0.07% | 22,483 | -665 | -2.9% | -$7.83万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $263.46万 | 0.07% | 24,508 | 2,309 | 10.4% | $24.82万 | 加仓 |
| ESGD | ISHARES TR | $262.90万 | 0.07% | 25,571 | 4,330 | 20.4% | $44.52万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $258.93万 | 0.07% | 28,242 | 5,807 | 25.9% | $53.24万 | 加仓 |
| ADI | ANALOG DEVICES INC | $258.57万 | 0.07% | 6,510 | 623 | 10.6% | $24.74万 | 加仓 |
| MO | ALTRIA GROUP INC | $253.59万 | 0.07% | 35,245 | 7,171 | 25.5% | $51.60万 | 加仓 |
| OKLO | OKLO INC | $251.95万 | 0.07% | 48,147 | 2,884 | 6.4% | $15.09万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $251.66万 | 0.07% | 2,573 | -117 | -4.3% | -$11.44万 | 减仓 |
| UBS | UBS GROUP AG | $247.90万 | 0.06% | 50,020 | 8,925 | 21.7% | $44.23万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $247.63万 | 0.06% | 2,566 | -44 | -1.7% | -$4.25万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $247.24万 | 0.06% | 67,057 | -164 | -0.2% | -$6,047 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $246.68万 | 0.06% | 12,296 | 302 | 2.5% | $6.06万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $242.40万 | 0.06% | 415,779 | -88,722 | -17.6% | -$51.72万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $242.07万 | 0.06% | 53,650 | 2,166 | 4.2% | $9.77万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $238.58万 | 0.06% | 47,497 | 1,249 | 2.7% | $6.27万 | 加仓 |
| WELL | WELLTOWER INC | $237.41万 | 0.06% | 10,460 | 431 | 4.3% | $9.78万 | 加仓 |
| TXN | TEXAS INSTRS INC | $237.29万 | 0.06% | 7,961 | 322 | 4.2% | $9.60万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $236.66万 | 0.06% | 24,658 | -2,014 | -7.6% | -$19.33万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $235.08万 | 0.06% | 8,090 | -5 | -0.1% | -$1,453 | 减仓 |
| SHV | ISHARES TR | $234.66万 | 0.06% | 21,265 | 949 | 4.7% | $10.47万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $233.84万 | 0.06% | 104,647 | -8 | -0.0% | -$179 | 减仓 |
| NYF | ISHARES TR | $233.75万 | 0.06% | 43,363 | 721 | 1.7% | $3.89万 | 加仓 |
| CMI | CUMMINS INC | $231.64万 | 0.06% | 3,248 | 60 | 1.9% | $4.28万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $231.25万 | 0.06% | 91,546 | 5,381 | 6.2% | $13.59万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $230.33万 | 0.06% | 240,425 | 25,976 | 12.1% | $24.89万 | 加仓 |
| SO | SOUTHERN CO | $229.65万 | 0.06% | 23,995 | 605 | 2.6% | $5.79万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $229.62万 | 0.06% | 37,179 | 2,539 | 7.3% | $15.68万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $229.03万 | 0.06% | 37,675 | 443 | 1.2% | $2.69万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $228.65万 | 0.06% | 44,157 | 92 | 0.2% | $4,764 | 加仓 |
| SYK | STRYKER CORPORATION | $227.77万 | 0.06% | 7,235 | -96 | -1.3% | -$3.02万 | 减仓 |
| MCK | MCKESSON CORP | $227.53万 | 0.06% | 3,011 | 274 | 10.0% | $20.71万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $227.17万 | 0.06% | 120,388 | 5,831 | 5.1% | $11.00万 | 加仓 |
| ACWX | ISHARES TR | $224.54万 | 0.06% | 29,502 | 6,928 | 30.7% | $52.73万 | 加仓 |
| BCS | BARCLAYS PLC | $223.82万 | 0.06% | 83,327 | 7,670 | 10.1% | $20.60万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $222.50万 | 0.06% | 4,368 | 8 | 0.2% | $4,075 | 加仓 |
| BLK | BLACKROCK INC | $221.84万 | 0.06% | 2,307 | 196 | 9.3% | $18.85万 | 加仓 |
| SBUX | STARBUCKS CORP | $219.85万 | 0.06% | 21,513 | -1,902 | -8.1% | -$19.44万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $216.93万 | 0.06% | 54,058 | -2,081 | -3.7% | -$8.35万 | 减仓 |
| CIEN | CIENA CORP | $216.46万 | 0.06% | 4,412 | 29 | 0.7% | $1.42万 | 加仓 |
| COHR | COHERENT CORP | $215.97万 | 0.06% | 5,475 | 166 | 3.1% | $6.55万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $214.80万 | 0.06% | 9,591 | 4,220 | 78.6% | $94.51万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $214.13万 | 0.06% | 6,396 | 563 | 9.7% | $18.85万 | 加仓 |
| SONY | SONY GROUP CORP | $212.79万 | 0.06% | 106,076 | 7,899 | 8.0% | $15.85万 | 加仓 |
| DGRO | ISHARES TR | $212.21万 | 0.06% | 28,000 | -1,966 | -6.6% | -$14.90万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $211.09万 | 0.05% | 8,573 | 601 | 7.5% | $14.80万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $211.06万 | 0.05% | 4,209 | -1,005 | -19.3% | -$50.40万 | 减仓 |
| IJH | ISHARES TR | $207.26万 | 0.05% | 26,879 | -309 | -1.1% | -$2.38万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $206.08万 | 0.05% | 7,665 | 410 | 5.7% | $11.02万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $205.20万 | 0.05% | 56,066 | 4,787 | 9.3% | $17.52万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $204.55万 | 0.05% | 20,830 | 7,595 | 57.4% | $74.58万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $203.93万 | 0.05% | 23,429 | 454 | 2.0% | $3.95万 | 加仓 |
| GSK | GSK PLC | $203.09万 | 0.05% | 38,743 | -255 | -0.7% | -$1.34万 | 减仓 |
| NTES | NETEASE COM INC | $202.70万 | 0.05% | 15,818 | 1,940 | 14.0% | $24.86万 | 加仓 |
| FIX | COMFORT SYS USA INC | $202.15万 | 0.05% | 1,020 | 40 | 4.1% | $7.93万 | 加仓 |
| ING | ING GROEP N.V. | $202.08万 | 0.05% | 64,397 | 5,613 | 9.5% | $17.61万 | 加仓 |
| QCOM | QUALCOMM INC | $201.98万 | 0.05% | 10,930 | 1,214 | 12.5% | $22.43万 | 加仓 |
| KKR | KKR & CO INC | $200.72万 | 0.05% | 21,869 | 154 | 0.7% | $1.41万 | 加仓 |
| COP | CONOCOPHILLIPS | $199.89万 | 0.05% | 19,227 | -22,757 | -54.2% | -$236.59万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $199.33万 | 0.05% | 29,645 | 553 | 1.9% | $3.72万 | 加仓 |
| FLOT | ISHARES TR | $197.78万 | 0.05% | 38,743 | -109,630 | -73.9% | -$559.65万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $197.45万 | 0.05% | 72,566 | 10,936 | 17.7% | $29.76万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $194.61万 | 0.05% | 4,894 | -1,468 | -23.1% | -$58.38万 | 减仓 |
| ECL | ECOLAB INC | $194.53万 | 0.05% | 6,982 | -497 | -6.6% | -$13.85万 | 减仓 |
| APP | APPLOVIN CORP | $194.48万 | 0.05% | 3,775 | 166 | 4.6% | $8.55万 | 加仓 |
| IBTG | ISHARES TR | $194.14万 | 0.05% | 84,816 | -18,102 | -17.6% | -$41.44万 | 减仓 |
| TECK | TECK RESOURCES LTD | $194.12万 | 0.05% | 32,648 | 356 | 1.1% | $2.12万 | 加仓 |
| PLD | PROLOGIS INC. | $193.84万 | 0.05% | 14,309 | 1,462 | 11.4% | $19.81万 | 加仓 |
| EEM | ISHARES TR | $193.55万 | 0.05% | 28,292 | 17,692 | 166.9% | $121.03万 | 加仓 |
| IWO | ISHARES TR | $192.47万 | 0.05% | 4,886 | -193 | -3.8% | -$7.60万 | 减仓 |
| BIL | SPDR SERIES TRUST | $192.18万 | 0.05% | 20,971 | -6,533 | -23.8% | -$59.87万 | 减仓 |
| ETR | ENTERGY CORP NEW | $191.72万 | 0.05% | 16,691 | 296 | 1.8% | $3.40万 | 加仓 |
| FLEX | FLEX LTD | $191.46万 | 0.05% | 11,813 | 302 | 2.6% | $4.89万 | 加仓 |
| PEP | PEPSICO INC | $191.28万 | 0.05% | 14,127 | -2,041 | -12.6% | -$27.63万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $191.03万 | 0.05% | 59,753 | 2,245 | 3.9% | $7.18万 | 加仓 |
| NEM | NEWMONT CORP | $190.44万 | 0.05% | 20,390 | -802 | -3.8% | -$7.49万 | 减仓 |
| IDEV | ISHARES TR | $189.67万 | 0.05% | 21,309 | -337 | -1.6% | -$3.00万 | 减仓 |
| IRM | IRON MTN INC DEL | $188.65万 | 0.05% | 14,936 | 3,969 | 36.2% | $50.13万 | 加仓 |
| PWR | QUANTA SVCS INC | $188.33万 | 0.05% | 2,615 | 8 | 0.3% | $5,761 | 加仓 |
| CRM | SALESFORCE INC | $188.18万 | 0.05% | 12,013 | -1,842 | -13.3% | -$28.86万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $185.42万 | 0.05% | 11,733 | 302 | 2.6% | $4.77万 | 加仓 |
| EQIX | EQUINIX INC | $185.34万 | 0.05% | 1,778 | 162 | 10.0% | $16.89万 | 加仓 |
| B | BARRICK MNG CORP | $184.46万 | 0.05% | 50,222 | 2,127 | 4.4% | $7.81万 | 加仓 |
| CB | CHUBB LIMITED | $183.78万 | 0.05% | 5,393 | 184 | 3.5% | $6.27万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $183.11万 | 0.05% | 21,085 | 2,520 | 13.6% | $21.88万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $182.54万 | 0.05% | 31,680 | -49,811 | -61.1% | -$287.01万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $182.29万 | 0.05% | 10,317 | 657 | 6.8% | $11.61万 | 加仓 |
| CTVA | CORTEVA INC | $181.53万 | 0.05% | 21,435 | 10,426 | 94.7% | $88.30万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $180.61万 | 0.05% | 6,160 | -125 | -2.0% | -$3.67万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $180.48万 | 0.05% | 21,111 | -1,609 | -7.1% | -$13.76万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $180.31万 | 0.05% | 5,951 | 3,724 | 167.2% | $112.83万 | 加仓 |