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
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2026Q2 卖出最多 按季末市值估算
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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 |
|---|---|---|---|---|---|---|---|---|
| NGG | NATIONAL GRID PLC | $124.46万 | 0.03% | 15,019 | 72 | 0.5% | $5,967 | 加仓 |
| TER | TERADYNE INC | $123.69万 | 0.03% | 2,556 | 19 | 0.7% | $9,195 | 加仓 |
| MPC | MARATHON PETE CORP | $123.44万 | 0.03% | 4,828 | 515 | 11.9% | $13.17万 | 加仓 |
| CSTM | CONSTELLIUM SE | $123.44万 | 0.03% | 38,731 | 38,731 | — | $123.44万 | 新建仓 |
| EYLD | CAMBRIA ETF TR | $122.82万 | 0.03% | 27,047 | 2,295 | 9.3% | $10.42万 | 加仓 |
| LIF | LIFE360 INC | $122.82万 | 0.03% | 22,185 | 11,023 | 98.8% | $61.02万 | 加仓 |
| QYLD | GLOBAL X FDS | $122.81万 | 0.03% | 66,637 | 8,615 | 14.8% | $15.88万 | 加仓 |
| — | NEOS ETF TRUST | $121.16万 | 0.03% | 25,757 | 917 | 3.7% | $4.31万 | 加仓 |
| DHR | DANAHER CORP DEL | $120.72万 | 0.03% | 6,338 | -1,306 | -17.1% | -$24.88万 | 减仓 |
| DVY | ISHARES TR | $120.61万 | 0.03% | 7,716 | 419 | 5.7% | $6.55万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $120.21万 | 0.03% | 15,695 | 4,750 | 43.4% | $36.38万 | 加仓 |
| BN | BROOKFIELD CORP | $120.02万 | 0.03% | 28,181 | 1,145 | 4.2% | $4.88万 | 加仓 |
| URI | UNITED RENTALS INC | $119.90万 | 0.03% | 1,058 | 120 | 12.8% | $13.60万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $119.30万 | 0.03% | 2,598 | 23 | 0.9% | $1.06万 | 加仓 |
| DGT | SPDR SERIES TRUST | $118.77万 | 0.03% | 6,427 | -483 | -7.0% | -$8.93万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $117.67万 | 0.03% | 2,396 | 39 | 1.7% | $1.92万 | 加仓 |
| PSX | PHILLIPS 66 | $117.59万 | 0.03% | 6,956 | 909 | 15.0% | $15.37万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $116.89万 | 0.03% | 108,327 | -79 | -0.1% | -$852 | 减仓 |
| BP | BP PLC | $116.65万 | 0.03% | 31,569 | 3,080 | 10.8% | $11.38万 | 加仓 |
| SPYI | NEOS ETF TRUST | $115.99万 | 0.03% | 21,848 | 892 | 4.3% | $4.74万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $115.91万 | 0.03% | 1,648 | 28 | 1.7% | $1.97万 | 加仓 |
| FIVA | FIDELITY COVINGTON TRUST | $115.55万 | 0.03% | 29,998 | -681 | -2.2% | -$2.62万 | 减仓 |
| SANM | SANMINA CORP | $115.02万 | 0.03% | 4,545 | -59 | -1.3% | -$1.49万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $114.90万 | 0.03% | 3,061 | 52 | 1.7% | $1.95万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $114.85万 | 0.03% | 21,626 | -6,693 | -23.6% | -$35.55万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $114.80万 | 0.03% | 3,474 | 240 | 7.4% | $7.93万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $114.73万 | 0.03% | 2,317 | 27 | 1.2% | $1.34万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $114.61万 | 0.03% | 1,858 | 76 | 4.3% | $4.69万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $114.17万 | 0.03% | 21,639 | 6,983 | 47.6% | $36.84万 | 加仓 |
| ALL | ALLSTATE CORP | $113.66万 | 0.03% | 4,777 | 986 | 26.0% | $23.46万 | 加仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $112.97万 | 0.03% | 81,629 | -554 | -0.7% | -$7,667 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $112.61万 | 0.03% | 4,534 | 267 | 6.3% | $6.63万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $112.55万 | 0.03% | 22,345 | 3,464 | 18.3% | $17.45万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $112.31万 | 0.03% | 17,756 | 936 | 5.6% | $5.92万 | 加仓 |
| XSD | SPDR SERIES TRUST | $112.00万 | 0.03% | 1,796 | 1,796 | — | $112.00万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $111.92万 | 0.03% | 18,977 | -4,744 | -20.0% | -$27.98万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $111.90万 | 0.03% | 20,874 | -621 | -2.9% | -$3.33万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $111.79万 | 0.03% | 45,611 | -24,079 | -34.6% | -$59.02万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $111.68万 | 0.03% | 8,234 | -5,891 | -41.7% | -$79.90万 | 减仓 |
| EBAY | EBAY INC. | $111.43万 | 0.03% | 9,971 | 587 | 6.3% | $6.56万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $111.19万 | 0.03% | 52,624 | 178 | 0.3% | $3,761 | 加仓 |
| ARKQ | ARK ETF TR | $111.05万 | 0.03% | 8,399 | 533 | 6.8% | $7.05万 | 加仓 |
| MCO | MOODYS CORP | $110.65万 | 0.03% | 2,443 | 113 | 4.8% | $5.12万 | 加仓 |
| NOK | NOKIA CORP | $110.18万 | 0.03% | 82,965 | 9,951 | 13.6% | $13.21万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $108.23万 | 0.03% | 3,534 | 17 | 0.5% | $5,207 | 加仓 |
| IJJ | ISHARES TR | $107.84万 | 0.03% | 7,300 | -319 | -4.2% | -$4.71万 | 减仓 |
| BE | BLOOM ENERGY CORP | $107.59万 | 0.03% | 3,554 | 109 | 3.2% | $3.30万 | 加仓 |
| SPGI | S&P GLOBAL INC | $107.55万 | 0.03% | 2,640 | -283 | -9.7% | -$11.53万 | 减仓 |
| EOG | EOG RES INC | $107.33万 | 0.03% | 8,273 | 400 | 5.1% | $5.19万 | 加仓 |
| CART | MAPLEBEAR INC | $107.32万 | 0.03% | 22,665 | 1,986 | 9.6% | $9.40万 | 加仓 |
| USMV | ISHARES TR | $106.89万 | 0.03% | 11,081 | -1,208 | -9.8% | -$11.65万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $106.62万 | 0.03% | 57,198 | 7,608 | 15.3% | $14.18万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $104.92万 | 0.03% | 6,727 | 139 | 2.1% | $2.17万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $104.61万 | 0.03% | 30,314 | 4,039 | 15.4% | $13.94万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $104.28万 | 0.03% | 15,435 | -694 | -4.3% | -$4.69万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $104.06万 | 0.03% | 8,745 | 3,958 | 82.7% | $47.10万 | 加仓 |
| — | LATTICE STRATEGIES TR | $103.69万 | 0.03% | 28,989 | 28,989 | — | $103.69万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $103.49万 | 0.03% | 26,199 | -1,333 | -4.8% | -$5.27万 | 减仓 |
| GFI | GOLD FIELDS LTD | $103.41万 | 0.03% | 30,786 | -332 | -1.1% | -$1.12万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $102.92万 | 0.03% | 75,566 | 3,281 | 4.5% | $4.47万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $102.78万 | 0.03% | 63,135 | -300 | -0.5% | -$4,884 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $102.34万 | 0.03% | 13,342 | 1,046 | 8.5% | $8.02万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $102.21万 | 0.03% | 6,588 | -3,652 | -35.7% | -$56.66万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $102.19万 | 0.03% | 11,793 | 1,051 | 9.8% | $9.11万 | 加仓 |
| FAST | FASTENAL CO | $102.17万 | 0.03% | 21,271 | -973 | -4.4% | -$4.67万 | 减仓 |
| ROST | ROSS STORES INC | $101.96万 | 0.03% | 4,790 | 507 | 11.8% | $10.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $101.24万 | 0.03% | 26,099 | 19,936 | 323.5% | $77.33万 | 加仓 |
| QUS | SPDR SERIES TRUST | $101.09万 | 0.03% | 5,410 | -43 | -0.8% | -$8,035 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $100.93万 | 0.03% | 33,421 | 1,265 | 3.9% | $3.82万 | 加仓 |
| GWW | WW GRAINGER INC | $100.87万 | 0.03% | 741 | 11 | 1.5% | $1.50万 | 加仓 |
| PICK | ISHARES INC | $100.66万 | 0.03% | 17,311 | 367 | 2.2% | $2.13万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $100.51万 | 0.03% | 3,195 | 98 | 3.2% | $3.08万 | 加仓 |
| SHLD | GLOBAL X FDS | $100.05万 | 0.03% | 16,756 | 2,208 | 15.2% | $13.18万 | 加仓 |
| D | DOMINION ENERGY INC | $99.53万 | 0.03% | 14,575 | 3,054 | 26.5% | $20.86万 | 加仓 |
| IGM | ISHARES TR | $99.42万 | 0.03% | 6,078 | -71 | -1.2% | -$1.16万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $99.23万 | 0.03% | 20,811 | 740 | 3.7% | $3.53万 | 加仓 |
| PHM | PULTE GROUP INC | $99.07万 | 0.03% | 7,220 | 980 | 15.7% | $13.45万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $98.78万 | 0.03% | 5,500 | -323 | -5.5% | -$5.80万 | 减仓 |
| IBN | ICICI BANK LIMITED | $98.75万 | 0.03% | 34,015 | 6,312 | 22.8% | $18.32万 | 加仓 |
| MAS | MASCO CORP | $98.36万 | 0.03% | 12,088 | 1,144 | 10.5% | $9.31万 | 加仓 |
| VTRS | VIATRIS INC | $98.24万 | 0.03% | 61,862 | 18,720 | 43.4% | $29.73万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $98.19万 | 0.03% | 5,213 | 310 | 6.3% | $5.84万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $97.42万 | 0.03% | 704 | -49 | -6.5% | -$6.78万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $97.28万 | 0.03% | 2,779 | 110 | 4.1% | $3.85万 | 加仓 |
| IX | ORIX CORP | $96.87万 | 0.03% | 25,465 | 2,305 | 10.0% | $8.77万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $96.81万 | 0.03% | 60,395 | 777 | 1.3% | $1.25万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $96.64万 | 0.03% | 22,417 | -9,853 | -30.5% | -$42.48万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $96.48万 | 0.03% | 36,893 | -1,483 | -3.9% | -$3.88万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $96.42万 | 0.03% | 17,962 | 336 | 1.9% | $1.80万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $96.22万 | 0.03% | 22,801 | 999 | 4.6% | $4.22万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $96.09万 | 0.03% | 3,419 | 328 | 10.6% | $9.22万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $95.98万 | 0.02% | 11,656 | 379 | 3.4% | $3.12万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $95.40万 | 0.02% | 1,873 | -106 | -5.4% | -$5.40万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $95.08万 | 0.02% | 13,794 | -2,429 | -15.0% | -$16.74万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $95.02万 | 0.02% | 1,196 | 60 | 5.3% | $4.77万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $95.02万 | 0.02% | 16,428 | 6,488 | 65.3% | $37.53万 | 加仓 |
| MTUM | ISHARES TR | $94.96万 | 0.02% | 2,770 | -39 | -1.4% | -$1.34万 | 减仓 |
| CRH | CRH PLC | $94.50万 | 0.02% | 8,832 | 267 | 3.1% | $2.86万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $94.45万 | 0.02% | 5,953 | -832 | -12.3% | -$13.20万 | 减仓 |
| HON | HONEYWELL INTL INC | $94.06万 | 0.02% | 4,202 | -4,332 | -50.8% | -$96.97万 | 减仓 |