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 |
|---|---|---|---|---|---|---|---|---|
| TWLO | TWILIO INC | $177.24万 | 0.05% | 8,590 | 197 | 2.3% | $4.06万 | 加仓 |
| DAL | DELTA AIR LINES INC | $176.05万 | 0.05% | 18,796 | 853 | 4.8% | $7.99万 | 加仓 |
| EFV | ISHARES TR | $175.45万 | 0.05% | 22,920 | -12,600 | -35.5% | -$96.45万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $175.29万 | 0.05% | 10,851 | -2,573 | -19.2% | -$41.56万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $175.16万 | 0.05% | 5,087 | -41 | -0.8% | -$1.41万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $174.87万 | 0.05% | 15,206 | 819 | 5.7% | $9.42万 | 加仓 |
| FDX | FEDEX CORP | $174.33万 | 0.05% | 5,567 | 647 | 13.2% | $20.26万 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $174.00万 | 0.05% | 35,043 | -8,636 | -19.8% | -$42.88万 | 减仓 |
| QQQI | NEOS ETF TRUST | $173.74万 | 0.05% | 30,593 | 3,002 | 10.9% | $17.05万 | 加仓 |
| AFL | AFLAC INC | $172.86万 | 0.05% | 14,743 | 1,000 | 7.3% | $11.72万 | 加仓 |
| VALE | VALE S A | $172.59万 | 0.04% | 114,755 | 8,844 | 8.4% | $13.30万 | 加仓 |
| LOW | LOWES COS INC | $172.16万 | 0.04% | 7,808 | -1,146 | -12.8% | -$25.27万 | 减仓 |
| GOOGL | ALPHABET INC 看跌期权 | $171.54万 | 0.04% | 4,800 | -4,800 | -50.0% | -$171.54万 | 减仓 |
| SCZ | ISHARES TR | $170.91万 | 0.04% | 20,774 | -386 | -1.8% | -$3.18万 | 减仓 |
| IWP | ISHARES TR | $170.72万 | 0.04% | 11,660 | -350 | -2.9% | -$5.12万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $169.50万 | 0.04% | 56,181 | 11,340 | 25.3% | $34.21万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $169.31万 | 0.04% | 10,368 | 5,104 | 97.0% | $83.35万 | 加仓 |
| MBB | ISHARES TR | $166.16万 | 0.04% | 17,579 | -7,454 | -29.8% | -$70.46万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $165.66万 | 0.04% | 31,423 | -5,537 | -15.0% | -$29.19万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $165.32万 | 0.04% | 9,358 | -103 | -1.1% | -$1.82万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $165.23万 | 0.04% | 20,052 | 2,916 | 17.0% | $24.03万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $164.25万 | 0.04% | 12,421 | 638 | 5.4% | $8.44万 | 加仓 |
| ABNB | AIRBNB INC | $163.63万 | 0.04% | 11,434 | 1,815 | 18.9% | $25.97万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $161.55万 | 0.04% | 9,768 | -478 | -4.7% | -$7.91万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $161.29万 | 0.04% | 74,175 | 244 | 0.3% | $5,306 | 加仓 |
| NOBL | PROSHARES TR | $160.91万 | 0.04% | 28,652 | -2 | -0.0% | -$112 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $160.65万 | 0.04% | 4,535 | 285 | 6.7% | $10.10万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $159.51万 | 0.04% | 5,898 | -275 | -4.5% | -$7.44万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $159.27万 | 0.04% | 10,148 | 1,265 | 14.2% | $19.85万 | 加仓 |
| VIA | VIA TRANSN INC | $158.94万 | 0.04% | 87,620 | 147 | 0.2% | $2,667 | 加仓 |
| NVO | NOVO-NORDISK A S | $158.93万 | 0.04% | 33,152 | 15,015 | 82.8% | $71.98万 | 加仓 |
| ROE | EA SERIES TRUST | $158.82万 | 0.04% | 37,256 | 46 | 0.1% | $1,961 | 加仓 |
| WMB | WILLIAMS COS INC | $158.66万 | 0.04% | 21,342 | 813 | 4.0% | $6.04万 | 加仓 |
| PGR | PROGRESSIVE CORP | $158.15万 | 0.04% | 7,240 | 627 | 9.5% | $13.70万 | 加仓 |
| SAP | SAP SE | $157.19万 | 0.04% | 10,200 | 2,161 | 26.9% | $33.30万 | 加仓 |
| USB | US BANCORP | $156.96万 | 0.04% | 25,986 | 312 | 1.2% | $1.88万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $156.82万 | 0.04% | 2,100 | -2,500 | -54.3% | -$186.69万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $156.61万 | 0.04% | 4,226 | 303 | 7.7% | $11.23万 | 加仓 |
| XBI | SPDR SERIES TRUST | $156.53万 | 0.04% | 9,891 | -998 | -9.2% | -$15.79万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $156.04万 | 0.04% | 30,855 | 1,497 | 5.1% | $7.57万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $155.79万 | 0.04% | 16,208 | 1,049 | 6.9% | $10.08万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $155.26万 | 0.04% | 8,909 | 343 | 4.0% | $5.98万 | 加仓 |
| EMR | EMERSON ELEC CO | $154.19万 | 0.04% | 10,771 | 248 | 2.4% | $3.55万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $153.83万 | 0.04% | 11,245 | 459 | 4.3% | $6.28万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $153.34万 | 0.04% | 7,207 | 425 | 6.3% | $9.04万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $152.82万 | 0.04% | 116,815 | -75,005 | -39.1% | -$98.12万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $152.66万 | 0.04% | 15,119 | 8,737 | 136.9% | $88.22万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $152.57万 | 0.04% | 61,871 | 3,079 | 5.2% | $7.59万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $152.04万 | 0.04% | 18,403 | 1,033 | 5.9% | $8.53万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $150.93万 | 0.04% | 10,329 | 68 | 0.7% | $9,936 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $150.67万 | 0.04% | 4,564 | 463 | 11.3% | $15.29万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $150.53万 | 0.04% | 16,315 | -4,177 | -20.4% | -$38.54万 | 减仓 |
| GM | GENERAL MTRS CO | $150.30万 | 0.04% | 19,500 | 216 | 1.1% | $1.66万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $149.91万 | 0.04% | 50,937 | -3,322 | -6.1% | -$9.78万 | 减仓 |
| MMM | 3M CO | $149.20万 | 0.04% | 9,215 | 375 | 4.2% | $6.07万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $149.10万 | 0.04% | 9,115 | 3,972 | 77.2% | $64.97万 | 加仓 |
| ESGE | ISHARES INC | $148.17万 | 0.04% | 27,094 | 4,849 | 21.8% | $26.52万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $147.74万 | 0.04% | 7,327 | -260 | -3.4% | -$5.24万 | 减仓 |
| STT | STATE STR CORP | $146.19万 | 0.04% | 8,620 | 29 | 0.3% | $4,918 | 加仓 |
| ALAB | ASTERA LABS INC | $143.80万 | 0.04% | 2,977 | 515 | 20.9% | $24.88万 | 加仓 |
| TPR | TAPESTRY INC | $143.22万 | 0.04% | 9,785 | -549 | -5.3% | -$8.04万 | 减仓 |
| STM | STMICROELECTRONICS N V | $142.18万 | 0.04% | 18,985 | 11,382 | 149.7% | $85.24万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $141.57万 | 0.04% | 8,406 | -4,164 | -33.1% | -$70.13万 | 减仓 |
| KB | KB FINL GROUP INC | $141.18万 | 0.04% | 13,451 | 491 | 3.8% | $5.15万 | 加仓 |
| CSX | CSX CORP | $141.11万 | 0.04% | 29,688 | 1,822 | 6.5% | $8.66万 | 加仓 |
| VIDI | ETF SER SOLUTIONS | $139.56万 | 0.04% | 35,776 | 5,854 | 19.6% | $22.84万 | 加仓 |
| USFR | WISDOMTREE TR | $139.29万 | 0.04% | 27,664 | -91,839 | -76.9% | -$462.40万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $138.15万 | 0.04% | 47,574 | -5,049 | -9.6% | -$14.66万 | 减仓 |
| NET | CLOUDFLARE INC | $136.89万 | 0.04% | 5,581 | -171 | -3.0% | -$4.19万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $136.82万 | 0.04% | 6,118 | 768 | 14.4% | $17.18万 | 加仓 |
| NWG | NATWEST GROUP PLC | $136.47万 | 0.04% | 77,411 | 13,204 | 20.6% | $23.28万 | 加仓 |
| ESML | ISHARES TR | $136.11万 | 0.04% | 24,335 | 4,100 | 20.3% | $22.93万 | 加仓 |
| — | FUNDX INVT TR | $135.52万 | 0.04% | 27,392 | 27,392 | — | $135.52万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $134.84万 | 0.04% | 14,440 | 65 | 0.5% | $6,069 | 加仓 |
| UL | UNILEVER PLC | $134.29万 | 0.03% | 22,337 | -4,639 | -17.2% | -$27.89万 | 减仓 |
| DB | DEUTSCHE BK AG | $134.13万 | 0.03% | 39,731 | 4,716 | 13.5% | $15.92万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $133.89万 | 0.03% | 11,027 | -30 | -0.3% | -$3,643 | 减仓 |
| IJS | ISHARES TR | $133.27万 | 0.03% | 9,750 | -834 | -7.9% | -$11.40万 | 减仓 |
| SHYG | ISHARES TR | $132.54万 | 0.03% | 31,252 | 2,790 | 9.8% | $11.83万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $132.42万 | 0.03% | 20,740 | 20,740 | — | $132.42万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $132.23万 | 0.03% | 14,676 | 874 | 6.3% | $7.87万 | 加仓 |
| MFC | MANULIFE FINL CORP | $131.54万 | 0.03% | 32,472 | 1,420 | 4.6% | $5.75万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $131.31万 | 0.03% | 16,233 | 328 | 2.1% | $2.65万 | 加仓 |
| DHI | D R HORTON INC | $131.07万 | 0.03% | 8,047 | 1,358 | 20.3% | $22.12万 | 加仓 |
| TFC | TRUIST FINL CORP | $130.20万 | 0.03% | 26,134 | 1,254 | 5.0% | $6.25万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $129.87万 | 0.03% | 3,663 | 1,067 | 41.1% | $37.83万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $129.17万 | 0.03% | 43,935 | 1,320 | 3.1% | $3.88万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $128.73万 | 0.03% | 37,184 | 1,455 | 4.1% | $5.04万 | 加仓 |
| URTH | ISHARES INC | $128.09万 | 0.03% | 6,321 | 360 | 6.0% | $7.30万 | 加仓 |
| NUE | NUCOR CORP | $127.97万 | 0.03% | 5,745 | 649 | 12.7% | $14.46万 | 加仓 |
| TRP | TC ENERGY CORP | $127.90万 | 0.03% | 19,294 | 860 | 4.7% | $5.70万 | 加仓 |
| EFAV | ISHARES TR | $127.47万 | 0.03% | 14,533 | 269 | 1.9% | $2.36万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $127.18万 | 0.03% | 11,323 | 705 | 6.6% | $7.92万 | 加仓 |
| XYZ | BLOCK INC | $126.84万 | 0.03% | 16,690 | 2,015 | 13.7% | $15.31万 | 加仓 |
| IWR | ISHARES TR | $126.67万 | 0.03% | 11,482 | -488 | -4.1% | -$5.38万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $126.23万 | 0.03% | 22,744 | -739 | -3.1% | -$4.10万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $126.01万 | 0.03% | 89,176 | 5,486 | 6.6% | $7.75万 | 加仓 |
| GLDM | WORLD GOLD TR | $125.78万 | 0.03% | 15,837 | -193 | -1.2% | -$1.53万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $125.43万 | 0.03% | 49,303 | 10,586 | 27.3% | $26.93万 | 加仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $125.03万 | 0.03% | 58,317 | 2,011 | 3.6% | $4.31万 | 加仓 |