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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $82.50万 | 0.03% | 14,555 | 799 | 5.8% | $4.53万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $82.35万 | 0.03% | 753 | 245 | 48.2% | $26.80万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $82.20万 | 0.03% | 2,290 | -119 | -4.9% | -$4.27万 | 减仓 |
| ENFR | ALPS ETF TR | $81.90万 | 0.03% | 21,435 | -277 | -1.3% | -$1.06万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $81.85万 | 0.03% | 6,305 | 6,305 | — | $81.85万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $81.43万 | 0.02% | 4,903 | 310 | 6.7% | $5.15万 | 加仓 |
| HYS | PIMCO ETF TR | $80.94万 | 0.02% | 8,678 | 341 | 4.1% | $3.18万 | 加仓 |
| ARKF | ARK ETF TR | $80.68万 | 0.02% | 21,227 | 3,344 | 18.7% | $12.71万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $80.67万 | 0.02% | 38,376 | 24,343 | 173.5% | $51.17万 | 加仓 |
| BGRN | ISHARES TR | $80.54万 | 0.02% | 16,965 | -596 | -3.4% | -$2.83万 | 减仓 |
| EAGG | ISHARES TR | $80.31万 | 0.02% | 16,889 | 303 | 1.8% | $1.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $80.22万 | 0.02% | 11,277 | 1,516 | 15.5% | $10.78万 | 加仓 |
| DTH | WISDOMTREE TR | $80.08万 | 0.02% | 14,805 | 14,805 | — | $80.08万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $79.98万 | 0.02% | 12,745 | -2,678 | -17.4% | -$16.80万 | 减仓 |
| CTAS | CINTAS CORP | $79.95万 | 0.02% | 4,727 | 30 | 0.6% | $5,074 | 加仓 |
| SRE | SEMPRA | $79.85万 | 0.02% | 8,218 | -121 | -1.5% | -$1.18万 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $79.77万 | 0.02% | 10,945 | -2,663 | -19.6% | -$19.41万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $79.69万 | 0.02% | 49,590 | 49,590 | — | $79.69万 | 新建仓 |
| GWW | WW GRAINGER INC | $79.68万 | 0.02% | 730 | 62 | 9.3% | $6.77万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $78.99万 | 0.02% | 1,160 | 109 | 10.4% | $7.42万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $78.72万 | 0.02% | 72,285 | 5,598 | 8.4% | $6.10万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $78.60万 | 0.02% | 10,953 | 4,638 | 73.4% | $33.28万 | 加仓 |
| ALL | ALLSTATE CORP | $78.60万 | 0.02% | 3,791 | 575 | 17.9% | $11.92万 | 加仓 |
| NI | NISOURCE INC | $78.30万 | 0.02% | 16,780 | 1,735 | 11.5% | $8.10万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $77.89万 | 0.02% | 29,614 | 8,717 | 41.7% | $22.93万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $77.87万 | 0.02% | 15,476 | 9,086 | 142.2% | $45.72万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $77.53万 | 0.02% | 18,881 | 18,881 | — | $77.53万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $77.49万 | 0.02% | 2,757 | 79 | 2.9% | $2.22万 | 加仓 |
| CART | MAPLEBEAR INC | $77.46万 | 0.02% | 20,679 | 1,332 | 6.9% | $4.99万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $77.44万 | 0.02% | 10,291 | -792 | -7.1% | -$5.96万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $77.16万 | 0.02% | 24,105 | -4,582 | -16.0% | -$14.67万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $77.14万 | 0.02% | 10,612 | 707 | 7.1% | $5.14万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $77.08万 | 0.02% | 6,933 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $76.75万 | 0.02% | 18,085 | 2,912 | 19.2% | $12.36万 | 加仓 |
| YUM | YUM BRANDS INC | $76.72万 | 0.02% | 4,934 | 819 | 19.9% | $12.73万 | 加仓 |
| SLB | SLB LIMITED | $76.47万 | 0.02% | 14,881 | 1,878 | 14.4% | $9.65万 | 加仓 |
| — | NUVEEN MORTGAGE AND INCOME F | $75.44万 | 0.02% | 41,609 | -96 | -0.2% | -$1,740 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $75.36万 | 0.02% | 2,669 | 445 | 20.0% | $12.57万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $75.35万 | 0.02% | 11,511 | -2,142 | -15.7% | -$14.02万 | 减仓 |
| TER | TERADYNE INC | $75.22万 | 0.02% | 2,537 | 109 | 4.5% | $3.23万 | 加仓 |
| NU | NU HLDGS LTD | $75.09万 | 0.02% | 52,252 | -14,989 | -22.3% | -$21.54万 | 减仓 |
| O | REALTY INCOME CORP | $75.02万 | 0.02% | 12,261 | 2,579 | 26.6% | $15.78万 | 加仓 |
| — | ELECTRONIC ARTS INC | $74.85万 | 0.02% | 3,671 | 274 | 8.1% | $5.59万 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $74.55万 | 0.02% | 140,125 | -28,512 | -16.9% | -$15.17万 | 减仓 |
| SCI | SERVICE CORP INTL | $73.50万 | 0.02% | 8,908 | -859 | -8.8% | -$7.09万 | 减仓 |
| PHM | PULTE GROUP INC | $73.39万 | 0.02% | 6,240 | -155 | -2.4% | -$1.82万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $73.03万 | 0.02% | 4,210 | 1,462 | 53.2% | $25.36万 | 加仓 |
| IGM | ISHARES TR | $72.87万 | 0.02% | 6,149 | 1,144 | 22.9% | $13.56万 | 加仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $72.71万 | 0.02% | 64,461 | 2,201 | 3.5% | $2.48万 | 加仓 |
| L | LOEWS CORP | $72.47万 | 0.02% | 6,789 | 437 | 6.9% | $4.66万 | 加仓 |
| USHY | ISHARES TR | $72.31万 | 0.02% | 19,627 | 962 | 5.2% | $3.54万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $71.94万 | 0.02% | 29,097 | 661 | 2.3% | $1.63万 | 加仓 |
| IBN | ICICI BANK LIMITED | $71.75万 | 0.02% | 27,703 | -24,044 | -46.5% | -$62.27万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $71.71万 | 0.02% | 14,656 | 3,035 | 26.1% | $14.85万 | 加仓 |
| TDF | TEMPLETON DRAGON FD INC | $71.65万 | 0.02% | 67,534 | 7,198 | 11.9% | $7.64万 | 加仓 |
| D | DOMINION ENERGY INC | $71.22万 | 0.02% | 11,521 | -189 | -1.6% | -$1.17万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $70.78万 | 0.02% | 1,631 | 389 | 31.3% | $16.88万 | 加仓 |
| WPC | WP CAREY INC | $70.78万 | 0.02% | 10,415 | -112 | -1.1% | -$7,612 | 减仓 |
| DDOG | DATADOG INC | $70.74万 | 0.02% | 5,992 | -2,724 | -31.3% | -$32.16万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $70.58万 | 0.02% | 3,601 | 19 | 0.5% | $3,724 | 加仓 |
| ADSK | AUTODESK INC | $70.46万 | 0.02% | 2,943 | -385 | -11.6% | -$9.22万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $70.43万 | 0.02% | 6,223 | 223 | 3.7% | $2.52万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $70.24万 | 0.02% | 1,782 | 88 | 5.2% | $3.47万 | 加仓 |
| MELI | MERCADOLIBRE INC | $70.20万 | 0.02% | 406 | -878 | -68.4% | -$151.81万 | 减仓 |
| PUK | PRUDENTIAL PLC | $70.11万 | 0.02% | 24,661 | 913 | 3.8% | $2.60万 | 加仓 |
| F | FORD MTR CO | $69.87万 | 0.02% | 60,543 | -6,395 | -9.6% | -$7.38万 | 减仓 |
| IAGG | ISHARES TR | $69.70万 | 0.02% | 13,929 | 13,929 | — | $69.70万 | 新建仓 |
| TGT | TARGET CORP | $69.67万 | 0.02% | 5,748 | 1,876 | 48.5% | $22.74万 | 加仓 |
| EVRG | EVERGY INC | $69.54万 | 0.02% | 8,489 | 17 | 0.2% | $1,393 | 加仓 |
| IX | ORIX CORP | $69.46万 | 0.02% | 23,160 | 4,404 | 23.5% | $13.21万 | 加仓 |
| CBRE | CBRE GROUP INC | $69.41万 | 0.02% | 5,124 | -809 | -13.6% | -$10.96万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $69.38万 | 0.02% | 27,174 | 811 | 3.1% | $2.07万 | 加仓 |
| BIDU | BAIDU INC | $69.04万 | 0.02% | 6,197 | -221 | -3.4% | -$2.46万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $69.02万 | 0.02% | 8,373 | -168 | -2.0% | -$1.38万 | 减仓 |
| AZO | AUTOZONE INC | $68.91万 | 0.02% | 204 | -19 | -8.5% | -$6.42万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $68.76万 | 0.02% | 1,432 | 108 | 8.2% | $5.19万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $68.59万 | 0.02% | 17,461 | 118 | 0.7% | $4,635 | 加仓 |
| VSGX | VANGUARD WORLD FD | $68.57万 | 0.02% | 9,559 | 612 | 6.8% | $4.39万 | 加仓 |
| URI | UNITED RENTALS INC | $68.36万 | 0.02% | 938 | -60 | -6.0% | -$4.37万 | 减仓 |
| CCL | CARNIVAL CORP | $68.10万 | 0.02% | 26,315 | 1,635 | 6.6% | $4.23万 | 加仓 |
| IDV | ISHARES TR | $68.03万 | 0.02% | 15,985 | 15,985 | — | $68.03万 | 新建仓 |
| RELX | RELX PLC | $67.86万 | 0.02% | 20,470 | 3,837 | 23.1% | $12.72万 | 加仓 |
| OUSA | ALPS ETF TR | $67.61万 | 0.02% | 12,146 | 594 | 5.1% | $3.31万 | 加仓 |
| E | ENI SPA | $67.45万 | 0.02% | 11,915 | 1,248 | 11.7% | $7.06万 | 加仓 |
| MTUM | ISHARES TR | $67.41万 | 0.02% | 2,809 | -515 | -15.5% | -$12.36万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $67.34万 | 0.02% | 6,063 | 1,752 | 40.6% | $19.46万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $67.19万 | 0.02% | 26,368 | 5,387 | 25.7% | $13.73万 | 加仓 |
| MSCI | MSCI INC | $67.16万 | 0.02% | 1,246 | -181 | -12.7% | -$9.76万 | 减仓 |
| IMCG | ISHARES TR | $67.13万 | 0.02% | 8,522 | -817 | -8.7% | -$6.44万 | 减仓 |
| BURL | BURLINGTON STORES INC | $67.13万 | 0.02% | 2,063 | 375 | 22.2% | $12.20万 | 加仓 |
| RL | RALPH LAUREN CORP | $67.04万 | 0.02% | 1,949 | 124 | 6.8% | $4.27万 | 加仓 |
| — | HASHDEX NASDAQ CME CRYPTO | $66.99万 | 0.02% | 38,881 | 38,881 | — | $66.99万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $66.66万 | 0.02% | 18,137 | -12,200 | -40.2% | -$44.84万 | 减仓 |
| WAB | WABTEC | $66.62万 | 0.02% | 2,666 | 180 | 7.2% | $4.50万 | 加仓 |
| — | ROYCE GLOBAL TRUST INC | $66.57万 | 0.02% | 49,821 | -2,704 | -5.1% | -$3.61万 | 减仓 |
| EC | ECOPETROL S A | $66.47万 | 0.02% | 44,341 | 44,341 | — | $66.47万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $66.47万 | 0.02% | 2,849 | -70 | -2.4% | -$1.63万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $66.28万 | 0.02% | 8,751 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $66.07万 | 0.02% | 10,944 | -149 | -1.3% | -$8,996 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $66.07万 | 0.02% | 14,294 | 14,294 | — | $66.07万 | 新建仓 |