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 |
|---|---|---|---|---|---|---|---|---|
| FIDU | FIDELITY COVINGTON TRUST | $111.21万 | 0.03% | 12,853 | 12,853 | — | $111.21万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $110.78万 | 0.03% | 7,044 | 1,342 | 23.5% | $21.11万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $110.76万 | 0.03% | 11,057 | 11,057 | — | $110.76万 | 新建仓 |
| DVY | ISHARES TR | $110.49万 | 0.03% | 7,297 | -65 | -0.9% | -$9,842 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $110.41万 | 0.03% | 59,618 | 13,945 | 30.5% | $25.83万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $110.32万 | 0.03% | 52,446 | 611 | 1.2% | $1.29万 | 加仓 |
| PSX | PHILLIPS 66 | $110.16万 | 0.03% | 6,047 | -348 | -5.4% | -$6.34万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $109.94万 | 0.03% | 10,246 | 1,140 | 12.5% | $12.23万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $109.84万 | 0.03% | 15,159 | 407 | 2.8% | $2.95万 | 加仓 |
| BN | BROOKFIELD CORP | $109.41万 | 0.03% | 27,036 | -3,425 | -11.2% | -$13.86万 | 减仓 |
| PDD | PDD HOLDINGS INC | $109.35万 | 0.03% | 10,701 | 1,582 | 17.3% | $16.17万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $109.12万 | 0.03% | 5,371 | 569 | 11.8% | $11.56万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $108.88万 | 0.03% | 42,615 | -2,189 | -4.9% | -$5.59万 | 减仓 |
| STT | STATE STR CORP | $108.74万 | 0.03% | 8,591 | 1,136 | 15.2% | $14.38万 | 加仓 |
| VIDI | ETF SER SOLUTIONS | $108.08万 | 0.03% | 29,922 | 29,922 | — | $108.08万 | 新建仓 |
| URTH | ISHARES INC | $107.31万 | 0.03% | 5,961 | 497 | 9.1% | $8.95万 | 加仓 |
| MFC | MANULIFE FINL CORP | $106.94万 | 0.03% | 31,052 | 377 | 1.2% | $1.30万 | 加仓 |
| FIVA | FIDELITY COVINGTON TRUST | $106.79万 | 0.03% | 30,679 | 30 | 0.1% | $1,044 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $106.12万 | 0.03% | 21,495 | -21,931 | -50.5% | -$108.27万 | 减仓 |
| TWLO | TWILIO INC | $105.60万 | 0.03% | 8,393 | 532 | 6.8% | $6.69万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $105.44万 | 0.03% | 16,985 | 1,186 | 7.5% | $7.36万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $105.36万 | 0.03% | 35,729 | 8,311 | 30.3% | $24.51万 | 加仓 |
| MPC | MARATHON PETE CORP | $105.31万 | 0.03% | 4,313 | -2,728 | -38.7% | -$66.61万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $104.94万 | 0.03% | 5,823 | 932 | 19.1% | $16.80万 | 加仓 |
| DB | DEUTSCHE BK AG | $104.27万 | 0.03% | 35,015 | -16,959 | -32.6% | -$50.50万 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $104.14万 | 0.03% | 5,000 | 4,500 | 900.0% | $93.72万 | 重新持有 |
| TMUS | T-MOBILE US INC | $104.02万 | 0.03% | 4,952 | -159 | -3.1% | -$3.34万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $103.78万 | 0.03% | 13,802 | -754 | -5.2% | -$5.67万 | 减仓 |
| SPYI | NEOS ETF TRUST | $103.46万 | 0.03% | 20,956 | 623 | 3.1% | $3.08万 | 加仓 |
| FAST | FASTENAL CO | $103.21万 | 0.03% | 22,244 | -6,772 | -23.3% | -$31.42万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $103.14万 | 0.03% | 16,820 | 539 | 3.3% | $3.31万 | 加仓 |
| SHLD | GLOBAL X FDS | $103.06万 | 0.03% | 14,548 | 10,520 | 261.2% | $74.52万 | 加仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $102.56万 | 0.03% | 82,183 | 57,770 | 236.6% | $72.10万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $102.50万 | 0.03% | 24,752 | 13,666 | 123.3% | $56.59万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $102.26万 | 0.03% | 2,610 | 648 | 33.0% | $25.39万 | 加仓 |
| MCO | MOODYS CORP | $101.65万 | 0.03% | 2,330 | 709 | 43.7% | $30.93万 | 加仓 |
| ZTS | ZOETIS INC | $101.38万 | 0.03% | 8,576 | 891 | 11.6% | $10.53万 | 加仓 |
| ESGE | ISHARES INC | $101.15万 | 0.03% | 22,245 | 4,465 | 25.1% | $20.30万 | 加仓 |
| IJJ | ISHARES TR | $100.95万 | 0.03% | 7,619 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $100.19万 | 0.03% | 8,675 | 1,786 | 25.9% | $20.63万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $99.89万 | 0.03% | 1,620 | 67 | 4.3% | $4.13万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $99.79万 | 0.03% | 5,350 | 255 | 5.0% | $4.76万 | 加仓 |
| QYLD | GLOBAL X FDS | $99.51万 | 0.03% | 58,022 | -26,051 | -31.0% | -$44.68万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $99.47万 | 0.03% | 6,785 | -6,624 | -49.4% | -$97.11万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $98.34万 | 0.03% | 3,234 | 597 | 22.6% | $18.15万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $98.26万 | 0.03% | 63,435 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $98.21万 | 0.03% | 2,357 | -301 | -11.3% | -$12.54万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $98.19万 | 0.03% | 5,982 | -2,699 | -31.1% | -$44.30万 | 减仓 |
| KGC | KINROSS GOLD CORP | $97.93万 | 0.03% | 32,088 | 2,842 | 9.7% | $8.67万 | 加仓 |
| IDXX | IDEXX LABS INC | $96.03万 | 0.03% | 1,709 | -93 | -5.2% | -$5.23万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $96.02万 | 0.03% | 38,717 | -1,315 | -3.3% | -$3.26万 | 减仓 |
| PICK | ISHARES INC | $95.88万 | 0.03% | 16,944 | -35 | -0.2% | -$1,981 | 减仓 |
| NWG | NATWEST GROUP PLC | $95.67万 | 0.03% | 64,207 | -6,903 | -9.7% | -$10.29万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $95.52万 | 0.03% | 16,129 | -293 | -1.8% | -$1.74万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $95.38万 | 0.03% | 7,053 | 299 | 4.4% | $4.04万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $95.38万 | 0.03% | 13,556 | -2,761 | -16.9% | -$19.43万 | 减仓 |
| ESML | ISHARES TR | $95.14万 | 0.03% | 20,235 | -381 | -1.8% | -$1.79万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $94.98万 | 0.03% | 26,275 | 26,275 | — | $94.98万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $94.90万 | 0.03% | 12,296 | 1,998 | 19.4% | $15.42万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $93.71万 | 0.03% | 11,632 | 11,632 | — | $93.71万 | 新建仓 |
| QUS | SPDR SERIES TRUST | $93.60万 | 0.03% | 5,453 | -93 | -1.7% | -$1.60万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $92.96万 | 0.03% | 12,956 | -1,447 | -10.0% | -$10.38万 | 减仓 |
| ROST | ROSS STORES INC | $92.78万 | 0.03% | 4,283 | 1,498 | 53.8% | $32.45万 | 加仓 |
| CTVA | CORTEVA INC | $92.16万 | 0.03% | 11,009 | 995 | 9.9% | $8.33万 | 加仓 |
| DHI | D R HORTON INC | $91.78万 | 0.03% | 6,689 | -4,500 | -40.2% | -$61.75万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $91.52万 | 0.03% | 6,437 | 6,437 | — | $91.52万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $90.51万 | 0.03% | 3,517 | 32 | 0.9% | $8,235 | 加仓 |
| CRH | CRH PLC | $90.04万 | 0.03% | 8,565 | -1,617 | -15.9% | -$17.00万 | 减仓 |
| MKL | MARKEL GROUP INC | $89.20万 | 0.03% | 466 | -149 | -24.2% | -$28.52万 | 减仓 |
| FTI | TECHNIPFMC PLC | $89.08万 | 0.03% | 12,886 | 2,469 | 23.7% | $17.07万 | 加仓 |
| QLTA | ISHARES TR | $88.92万 | 0.03% | 18,684 | -964 | -4.9% | -$4.59万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $88.88万 | 0.03% | 3,097 | 209 | 7.2% | $6.00万 | 加仓 |
| JD | JD.COM INC | $88.83万 | 0.03% | 30,039 | 7,427 | 32.8% | $21.96万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $88.76万 | 0.03% | 5,143 | -1,956 | -27.6% | -$33.76万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $88.71万 | 0.03% | 33,339 | -2,228 | -6.3% | -$5.93万 | 减仓 |
| ARKQ | ARK ETF TR | $88.45万 | 0.03% | 7,866 | -576 | -6.8% | -$6.48万 | 减仓 |
| XYZ | BLOCK INC | $88.31万 | 0.03% | 14,675 | 638 | 4.5% | $3.84万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $88.30万 | 0.03% | 24,500 | -1,780 | -6.8% | -$6.42万 | 减仓 |
| AON | AON PLC | $88.22万 | 0.03% | 2,733 | 212 | 8.4% | $6.84万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $87.95万 | 0.03% | 20,071 | 864 | 4.5% | $3.79万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $87.85万 | 0.03% | 3,096 | 272 | 9.6% | $7.72万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $87.70万 | 0.03% | 16,594 | -1,126 | -6.4% | -$5.95万 | 减仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $87.53万 | 0.03% | 158,855 | -2,482 | -1.5% | -$1.37万 | 减仓 |
| VPU | VANGUARD WORLD FD | $87.40万 | 0.03% | 4,411 | -724 | -14.1% | -$14.35万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $86.77万 | 0.03% | 21,802 | 171 | 0.8% | $6,806 | 加仓 |
| NUE | NUCOR CORP | $86.17万 | 0.03% | 5,096 | 428 | 9.2% | $7.24万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $85.84万 | 0.03% | 17,042 | 11,516 | 208.4% | $58.01万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $85.58万 | 0.03% | 10,796 | 362 | 3.5% | $2.87万 | 加仓 |
| EBAY | EBAY INC. | $85.41万 | 0.03% | 9,384 | 25 | 0.3% | $2,276 | 加仓 |
| ALB | ALBEMARLE CORP | $84.53万 | 0.03% | 4,708 | 47 | 1.0% | $8,439 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $84.50万 | 0.03% | 10,742 | 3,706 | 52.7% | $29.15万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $84.47万 | 0.03% | 9,151 | 207 | 2.3% | $1.91万 | 加仓 |
| NKE | NIKE INC | $84.42万 | 0.03% | 15,982 | -2,525 | -13.6% | -$13.34万 | 减仓 |
| — | USCF ETF TR | $84.34万 | 0.03% | 22,831 | -1,715 | -7.0% | -$6.34万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $83.99万 | 0.03% | 32,156 | 675 | 2.1% | $1.76万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $83.62万 | 0.03% | 3,009 | -192 | -6.0% | -$5.34万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $83.46万 | 0.03% | 30,392 | 5,151 | 20.4% | $14.14万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $83.44万 | 0.03% | 6,588 | 449 | 7.3% | $5.69万 | 加仓 |
| USFD | US FOODS HLDG CORP | $83.29万 | 0.03% | 9,033 | 857 | 10.5% | $7.90万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $82.72万 | 0.03% | 1,136 | 159 | 16.3% | $11.58万 | 加仓 |