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 |
|---|---|---|---|---|---|---|---|---|
| ACWX | ISHARES TR | $154.56万 | 0.05% | 22,574 | 22,574 | — | $154.56万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $154.09万 | 0.05% | 22,975 | -1,870 | -7.5% | -$12.54万 | 减仓 |
| IWP | ISHARES TR | $153.87万 | 0.05% | 12,010 | 8,553 | 247.4% | $109.58万 | 加仓 |
| UL | UNILEVER PLC | $153.68万 | 0.05% | 26,976 | -5,537 | -17.0% | -$31.54万 | 减仓 |
| ING | ING GROEP N.V. | $153.13万 | 0.05% | 58,784 | 407 | 0.7% | $1.06万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $152.76万 | 0.05% | 52,623 | 26,901 | 104.6% | $78.09万 | 加仓 |
| CME | CME GROUP INC | $152.72万 | 0.05% | 5,171 | -260 | -4.8% | -$7.68万 | 减仓 |
| NOBL | PROSHARES TR | $151.88万 | 0.05% | 14,327 | -80 | -0.6% | -$8,481 | 减仓 |
| AFL | AFLAC INC | $150.78万 | 0.05% | 13,743 | 91 | 0.7% | $9,984 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $150.50万 | 0.05% | 13,424 | 9,585 | 249.7% | $107.46万 | 加仓 |
| WMB | WILLIAMS COS INC | $149.41万 | 0.05% | 20,529 | 2,259 | 12.4% | $16.44万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $149.16万 | 0.05% | 8,369 | 210 | 2.6% | $3.74万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $148.58万 | 0.05% | 29,358 | -1,660 | -5.4% | -$8.40万 | 减仓 |
| GLDM | WORLD GOLD TR | $148.58万 | 0.05% | 16,030 | 2,764 | 20.8% | $25.62万 | 加仓 |
| TXN | TEXAS INSTRS INC | $148.30万 | 0.05% | 7,639 | 336 | 4.6% | $6.52万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $147.39万 | 0.05% | 8,566 | -1,405 | -14.1% | -$24.18万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $146.45万 | 0.04% | 58,792 | -51,974 | -46.9% | -$129.47万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $146.16万 | 0.04% | 5,833 | 850 | 17.1% | $21.30万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $145.86万 | 0.04% | 4,250 | -141 | -3.2% | -$4.84万 | 减仓 |
| TPR | TAPESTRY INC | $145.83万 | 0.04% | 10,334 | 1,111 | 12.0% | $15.68万 | 加仓 |
| DHR | DANAHER CORP DEL | $144.92万 | 0.04% | 7,644 | -1,910 | -20.0% | -$36.21万 | 减仓 |
| GM | GENERAL MTRS CO | $143.66万 | 0.04% | 19,284 | 1,338 | 7.5% | $9.97万 | 加仓 |
| APP | APPLOVIN CORP | $143.62万 | 0.04% | 3,609 | 412 | 12.9% | $16.40万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $143.37万 | 0.04% | 23,483 | 1,138 | 5.1% | $6.95万 | 加仓 |
| PWR | QUANTA SVCS INC | $143.14万 | 0.04% | 2,607 | 254 | 10.8% | $13.95万 | 加仓 |
| GLW | CORNING INC | $141.68万 | 0.04% | 10,419 | 793 | 8.2% | $10.78万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $141.38万 | 0.04% | 10,786 | -282 | -2.5% | -$3.70万 | 减仓 |
| GFI | GOLD FIELDS LTD | $141.28万 | 0.04% | 31,118 | -1,443 | -4.4% | -$6.55万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $141.25万 | 0.04% | 23,721 | 2,881 | 13.8% | $17.16万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $139.99万 | 0.04% | 1,811 | 135 | 8.1% | $10.44万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $139.12万 | 0.04% | 54,259 | 3,340 | 6.6% | $8.56万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $139.11万 | 0.04% | 10,618 | 664 | 6.7% | $8.70万 | 加仓 |
| XBI | SPDR SERIES TRUST | $139.09万 | 0.04% | 10,889 | 75 | 0.7% | $9,580 | 加仓 |
| EMR | EMERSON ELEC CO | $137.87万 | 0.04% | 10,523 | 473 | 4.7% | $6.20万 | 加仓 |
| SAP | SAP SE | $137.64万 | 0.04% | 8,039 | -3,442 | -30.0% | -$58.93万 | 减仓 |
| QQQI | NEOS ETF TRUST | $137.10万 | 0.04% | 27,591 | 23,649 | 599.9% | $117.51万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $136.31万 | 0.04% | 14,387 | 573 | 4.1% | $5.43万 | 加仓 |
| FIX | COMFORT SYS USA INC | $135.14万 | 0.04% | 980 | 146 | 17.5% | $20.13万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $135.03万 | 0.04% | 1,979 | 209 | 11.8% | $14.26万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $134.38万 | 0.04% | 10,261 | 534 | 5.5% | $6.99万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $134.16万 | 0.04% | 27,532 | 754 | 2.8% | $3.67万 | 加仓 |
| BP | BP PLC | $133.90万 | 0.04% | 28,489 | 4,044 | 16.5% | $19.01万 | 加仓 |
| USB | US BANCORP | $133.53万 | 0.04% | 25,674 | -3,288 | -11.4% | -$17.10万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $132.28万 | 0.04% | 11,783 | -795 | -6.3% | -$8.93万 | 减仓 |
| ROE | EA SERIES TRUST | $131.84万 | 0.04% | 37,210 | 15,750 | 73.4% | $55.80万 | 加仓 |
| VIA | VIA TRANSN INC | $131.21万 | 0.04% | 87,473 | 87,473 | — | $131.21万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $131.09万 | 0.04% | 6,613 | 1,245 | 23.2% | $24.68万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $130.74万 | 0.04% | 9,660 | 1,105 | 12.9% | $14.96万 | 加仓 |
| EFAV | ISHARES TR | $130.33万 | 0.04% | 14,264 | 123 | 0.9% | $1.12万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $130.16万 | 0.04% | 6,782 | -5,162 | -43.2% | -$99.07万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $129.90万 | 0.04% | 6,551 | 1,163 | 21.6% | $23.06万 | 加仓 |
| KB | KB FINL GROUP INC | $129.25万 | 0.04% | 12,960 | 422 | 3.4% | $4.21万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $128.67万 | 0.04% | 18,565 | 825 | 4.7% | $5.72万 | 加仓 |
| MMM | 3M CO | $128.38万 | 0.04% | 8,840 | 319 | 3.7% | $4.63万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $128.30万 | 0.04% | 3,923 | 710 | 22.1% | $23.22万 | 加仓 |
| ADBE | ADOBE INC | $127.76万 | 0.04% | 5,255 | 74 | 1.4% | $1.80万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $127.16万 | 0.04% | 14,375 | -1,891 | -11.6% | -$16.73万 | 减仓 |
| COHR | COHERENT CORP | $126.47万 | 0.04% | 5,309 | 1,021 | 23.8% | $24.32万 | 加仓 |
| NGG | NATIONAL GRID PLC | $126.45万 | 0.04% | 14,947 | 433 | 3.0% | $3.66万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $125.69万 | 0.04% | 34,559 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $125.37万 | 0.04% | 10,584 | -940 | -8.2% | -$11.13万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $125.33万 | 0.04% | 37,223 | 22,940 | 160.6% | $77.24万 | 加仓 |
| GDX | VANECK ETF TRUST | $125.20万 | 0.04% | 13,643 | 757 | 5.9% | $6.95万 | 加仓 |
| QCOM | QUALCOMM INC | $125.11万 | 0.04% | 9,716 | -2,732 | -21.9% | -$35.18万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $124.88万 | 0.04% | 2,575 | 455 | 21.5% | $22.07万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $124.73万 | 0.04% | 13,235 | 139 | 1.1% | $1.31万 | 加仓 |
| SPGI | S&P GLOBAL INC | $124.36万 | 0.04% | 2,923 | -81 | -2.7% | -$3.45万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $123.87万 | 0.04% | 15,304 | 759 | 5.2% | $6.14万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $122.87万 | 0.04% | 8,883 | 56 | 0.6% | $7,746 | 加仓 |
| MDT | MEDTRONIC PLC | $122.83万 | 0.04% | 14,175 | -2,221 | -13.5% | -$19.25万 | 减仓 |
| TTE | TOTALENERGIES SE | $122.77万 | 0.04% | 13,494 | -2,803 | -17.2% | -$25.50万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $121.78万 | 0.04% | 36,960 | 36,960 | — | $121.78万 | 新建仓 |
| ABNB | AIRBNB INC | $121.47万 | 0.04% | 9,619 | 2,284 | 31.1% | $28.84万 | 加仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $120.61万 | 0.04% | 56,306 | 10,214 | 22.2% | $21.88万 | 加仓 |
| SHYG | ISHARES TR | $120.42万 | 0.04% | 28,462 | -23,959 | -45.7% | -$101.37万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $120.29万 | 0.04% | 3,081 | -919 | -23.0% | -$35.88万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $119.62万 | 0.04% | 4,101 | -196 | -4.6% | -$5.72万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $119.52万 | 0.04% | 57,599 | 9,184 | 19.0% | $19.06万 | 加仓 |
| DAL | DELTA AIR LINES INC | $119.29万 | 0.04% | 17,943 | 2,166 | 13.7% | $14.40万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $119.15万 | 0.04% | 4,267 | -275 | -6.1% | -$7.68万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $118.87万 | 0.04% | 17,136 | 1,320 | 8.3% | $9.16万 | 加仓 |
| NET | CLOUDFLARE INC | $118.69万 | 0.04% | 5,752 | 1,169 | 25.5% | $24.12万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $118.04万 | 0.04% | 2,895 | -7 | -0.2% | -$2,854 | 减仓 |
| HCA | HCA HEALTHCARE INC | $117.40万 | 0.04% | 2,480 | 485 | 24.3% | $22.96万 | 加仓 |
| — | NEOS ETF TRUST | $117.24万 | 0.04% | 24,840 | -860 | -3.3% | -$4.06万 | 减仓 |
| DGT | SPDR SERIES TRUST | $117.16万 | 0.04% | 6,910 | 495 | 7.7% | $8.39万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $116.88万 | 0.04% | 32,270 | 32,270 | — | $116.88万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $116.53万 | 0.04% | 17,626 | 1,426 | 8.8% | $9.43万 | 加仓 |
| IWR | ISHARES TR | $116.39万 | 0.04% | 11,970 | -456 | -3.7% | -$4.43万 | 减仓 |
| TRP | TC ENERGY CORP | $115.40万 | 0.04% | 18,434 | 745 | 4.2% | $4.66万 | 加仓 |
| CSX | CSX CORP | $114.39万 | 0.04% | 27,866 | -561 | -2.0% | -$2.30万 | 减仓 |
| TFC | TRUIST FINL CORP | $114.37万 | 0.04% | 24,880 | -583 | -2.3% | -$2.68万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $114.17万 | 0.04% | 39,767 | 13,042 | 48.8% | $37.44万 | 加仓 |
| USMV | ISHARES TR | $113.97万 | 0.03% | 12,289 | -1,000 | -7.5% | -$9.27万 | 减仓 |
| EOG | EOG RES INC | $113.82万 | 0.03% | 7,873 | 590 | 8.1% | $8.53万 | 加仓 |
| XME | SPDR SERIES TRUST | $113.14万 | 0.03% | 10,475 | -97 | -0.9% | -$1.05万 | 减仓 |
| IRM | IRON MTN INC DEL | $112.02万 | 0.03% | 10,967 | 1,949 | 21.6% | $19.91万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $111.66万 | 0.03% | 108,406 | 13,294 | 14.0% | $13.69万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $111.62万 | 0.03% | 51,484 | 8,509 | 19.8% | $18.45万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $111.58万 | 0.03% | 16,223 | 1,286 | 8.6% | $8.85万 | 加仓 |