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 |
|---|---|---|---|---|---|---|---|---|
| PBR | PETROLEO BRASILEIRO S A | $93.94万 | 0.02% | 58,132 | 533 | 0.9% | $8,613 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $93.75万 | 0.02% | 11,863 | 1,067 | 9.9% | $8.43万 | 加仓 |
| RKLB | ROCKET LAB CORP | $93.51万 | 0.02% | 9,199 | 2,331 | 33.9% | $23.69万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $93.04万 | 0.02% | 12,178 | 1,566 | 14.8% | $11.96万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $92.97万 | 0.02% | 7,015 | -38 | -0.5% | -$5,036 | 减仓 |
| ADBE | ADOBE INC | $92.90万 | 0.02% | 4,531 | -724 | -13.8% | -$14.84万 | 减仓 |
| CTAS | CINTAS CORP | $92.80万 | 0.02% | 5,456 | 729 | 15.4% | $12.40万 | 加仓 |
| CME | CME GROUP INC | $92.77万 | 0.02% | 4,201 | -970 | -18.8% | -$21.42万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $92.65万 | 0.02% | 1,223 | 63 | 5.4% | $4.77万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $92.10万 | 0.02% | 4,166 | 4,166 | — | $92.10万 | 新建仓 |
| NTAP | NETAPP INC | $92.08万 | 0.02% | 5,950 | -41 | -0.7% | -$6,345 | 减仓 |
| USFD | US FOODS HLDG CORP | $91.87万 | 0.02% | 8,985 | -48 | -0.5% | -$4,908 | 减仓 |
| DASH | DOORDASH INC | $91.78万 | 0.02% | 4,974 | 591 | 13.5% | $10.91万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $91.42万 | 0.02% | 9,927 | 776 | 8.5% | $7.15万 | 加仓 |
| TTE | TOTALENERGIES SE | $91.04万 | 0.02% | 11,708 | -1,786 | -13.2% | -$13.89万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $90.46万 | 0.02% | 20,054 | 1,103 | 5.8% | $4.98万 | 加仓 |
| VPU | VANGUARD WORLD FD | $90.46万 | 0.02% | 4,621 | 210 | 4.8% | $4.11万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $90.30万 | 0.02% | 36,619 | 7,522 | 25.9% | $18.55万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $90.25万 | 0.02% | 7,047 | 114 | 1.6% | $1.46万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $89.79万 | 0.02% | 11,769 | 816 | 7.5% | $6.23万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $89.70万 | 0.02% | 3,100 | -3,200 | -50.8% | -$92.60万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $89.70万 | 0.02% | 10,893 | 1,334 | 14.0% | $10.98万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $88.36万 | 0.02% | 5,171 | 5,171 | — | $88.36万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $87.85万 | 0.02% | 17,399 | 357 | 2.1% | $1.80万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $87.73万 | 0.02% | 16,494 | -100 | -0.6% | -$5,319 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $87.65万 | 0.02% | 9,755 | 2,420 | 33.0% | $21.74万 | 加仓 |
| F | FORD MTR CO | $87.61万 | 0.02% | 63,030 | 2,487 | 4.1% | $3.46万 | 加仓 |
| — | FUNDX INVT TR | $87.48万 | 0.02% | 9,656 | 9,656 | — | $87.48万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $87.22万 | 0.02% | 5,294 | 602 | 12.8% | $9.92万 | 加仓 |
| PCAR | PACCAR INC | $86.73万 | 0.02% | 7,221 | -1,454 | -16.8% | -$17.46万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $86.48万 | 0.02% | 6,950 | 399 | 6.1% | $4.96万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $86.36万 | 0.02% | 11,703 | -1,853 | -13.7% | -$13.67万 | 减仓 |
| DDOG | DATADOG INC | $86.19万 | 0.02% | 3,310 | -2,682 | -44.8% | -$69.84万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $86.03万 | 0.02% | 6,726 | 663 | 10.9% | $8.48万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $85.92万 | 0.02% | 15,212 | 657 | 4.5% | $3.71万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $85.51万 | 0.02% | 16,863 | 5,421 | 47.4% | $27.49万 | 加仓 |
| TMUS | T-MOBILE US INC | $85.41万 | 0.02% | 5,092 | 140 | 2.8% | $2.35万 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $84.55万 | 0.02% | 168,433 | 9,578 | 6.0% | $4.81万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $84.51万 | 0.02% | 27,175 | 14,314 | 111.3% | $44.52万 | 加仓 |
| QLTA | ISHARES TR | $84.48万 | 0.02% | 17,777 | -907 | -4.9% | -$4.31万 | 减仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $84.25万 | 0.02% | 23,653 | 8,966 | 61.0% | $31.94万 | 加仓 |
| OC | OWENS CORNING NEW | $84.15万 | 0.02% | 5,294 | 575 | 12.2% | $9.14万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $83.89万 | 0.02% | 24,674 | 569 | 2.4% | $1.93万 | 加仓 |
| IMCG | ISHARES TR | $83.38万 | 0.02% | 8,482 | -40 | -0.5% | -$3,932 | 减仓 |
| IDXX | IDEXX LABS INC | $82.92万 | 0.02% | 1,575 | -134 | -7.8% | -$7.05万 | 减仓 |
| NKE | NIKE INC | $82.85万 | 0.02% | 20,183 | 4,201 | 26.3% | $17.24万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $82.76万 | 0.02% | 19,952 | -14,607 | -42.3% | -$60.59万 | 减仓 |
| FTI | TECHNIPFMC PLC | $82.50万 | 0.02% | 12,443 | -443 | -3.4% | -$2.94万 | 减仓 |
| O | REALTY INCOME CORP | $82.40万 | 0.02% | 13,299 | 1,038 | 8.5% | $6.43万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $82.19万 | 0.02% | 10,808 | 1,098 | 11.3% | $8.35万 | 加仓 |
| HYS | PIMCO ETF TR | $82.15万 | 0.02% | 8,784 | 106 | 1.2% | $9,913 | 加仓 |
| KEY | KEYCORP | $81.84万 | 0.02% | 35,503 | 2,774 | 8.5% | $6.39万 | 加仓 |
| BGRN | ISHARES TR | $81.53万 | 0.02% | 17,174 | 209 | 1.2% | $9,922 | 加仓 |
| EWY | ISHARES INC | $81.30万 | 0.02% | 4,027 | 4,027 | — | $81.30万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $81.17万 | 0.02% | 3,830 | 229 | 6.4% | $4.85万 | 加仓 |
| ROKU | ROKU INC | $80.70万 | 0.02% | 5,842 | 1,075 | 22.6% | $14.85万 | 加仓 |
| MKL | MARKEL GROUP INC | $80.46万 | 0.02% | 412 | -54 | -11.6% | -$10.55万 | 减仓 |
| TGT | TARGET CORP | $80.45万 | 0.02% | 6,159 | 411 | 7.2% | $5.37万 | 加仓 |
| EAGG | ISHARES TR | $80.29万 | 0.02% | 16,936 | 47 | 0.3% | $2,228 | 加仓 |
| — | NEOS ETF TRUST | $80.00万 | 0.02% | 16,512 | 16,512 | — | $80.00万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $79.76万 | 0.02% | 2,793 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $79.59万 | 0.02% | 5,035 | 171 | 3.5% | $2.70万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $79.36万 | 0.02% | 29,769 | -623 | -2.0% | -$1.66万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $79.16万 | 0.02% | 26,361 | 14,411 | 120.6% | $43.28万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $78.99万 | 0.02% | 6,828 | 289 | 4.4% | $3.34万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $78.77万 | 0.02% | 6,102 | 877 | 16.8% | $11.32万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $78.15万 | 0.02% | 1,253 | -558 | -30.8% | -$34.80万 | 减仓 |
| SLQD | ISHARES TR | $77.88万 | 0.02% | 15,462 | 3,097 | 25.0% | $15.60万 | 加仓 |
| FFIV | F5 INC | $77.62万 | 0.02% | 1,866 | 60 | 3.3% | $2.50万 | 加仓 |
| DTH | WISDOMTREE TR | $77.61万 | 0.02% | 14,344 | -461 | -3.1% | -$2.49万 | 减仓 |
| JBL | JABIL INC | $77.56万 | 0.02% | 2,012 | 194 | 10.7% | $7.48万 | 加仓 |
| EVRG | EVERGY INC | $77.52万 | 0.02% | 8,969 | 480 | 5.7% | $4.15万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $77.40万 | 0.02% | 8,968 | 780 | 9.5% | $6.73万 | 加仓 |
| BAP | CREDICORP LTD | $77.30万 | 0.02% | 1,984 | 85 | 4.5% | $3.31万 | 加仓 |
| L | LOEWS CORP | $77.27万 | 0.02% | 6,825 | 36 | 0.5% | $4,076 | 加仓 |
| CCL | CARNIVAL CORP LTD | $76.92万 | 0.02% | 26,923 | 26,923 | — | $76.92万 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $76.70万 | 0.02% | 7,219 | 752 | 11.6% | $7.99万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $76.33万 | 0.02% | 1,362 | 127 | 10.3% | $7.12万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $76.15万 | 0.02% | 10,218 | -73 | -0.7% | -$5,441 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $76.09万 | 0.02% | 29,276 | 2,908 | 11.0% | $7.56万 | 加仓 |
| ARKF | ARK ETF TR | $76.05万 | 0.02% | 19,272 | -1,955 | -9.2% | -$7.71万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $76.04万 | 0.02% | 9,451 | 9,451 | — | $76.04万 | 新建仓 |
| RL | RALPH LAUREN CORP | $75.99万 | 0.02% | 1,893 | -56 | -2.9% | -$2.25万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $75.75万 | 0.02% | 6,847 | 624 | 10.0% | $6.90万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $75.64万 | 0.02% | 16,158 | 2,282 | 16.4% | $10.68万 | 加仓 |
| NLR | VANECK ETF TRUST | $75.30万 | 0.02% | 6,492 | 2,942 | 82.9% | $34.12万 | 加仓 |
| WPC | WP CAREY INC | $74.95万 | 0.02% | 10,482 | 67 | 0.6% | $4,790 | 加仓 |
| DSI | ISHARES TR | $74.92万 | 0.02% | 5,262 | -17 | -0.3% | -$2,421 | 减仓 |
| CNI | CANADIAN NATL RY CO | $74.90万 | 0.02% | 6,281 | 1,227 | 24.3% | $14.63万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $74.87万 | 0.02% | 3,154 | 305 | 10.7% | $7.24万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $74.86万 | 0.02% | 9,075 | 324 | 3.7% | $2.67万 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $74.68万 | 0.02% | 13,863 | 13,863 | — | $74.68万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $74.65万 | 0.02% | 2,933 | -322 | -9.9% | -$8.20万 | 减仓 |
| JD | JD.COM INC | $74.58万 | 0.02% | 29,272 | -767 | -2.6% | -$1.95万 | 减仓 |
| YUM | YUM BRANDS INC | $74.53万 | 0.02% | 4,662 | -272 | -5.5% | -$4.35万 | 减仓 |
| BWA | BORGWARNER INC | $74.46万 | 0.02% | 11,213 | 1,072 | 10.6% | $7.12万 | 加仓 |
| WWD | WOODWARD INC | $74.07万 | 0.02% | 1,741 | 81 | 4.9% | $3.45万 | 加仓 |
| NTRA | NATERA INC | $74.02万 | 0.02% | 2,727 | 71 | 2.7% | $1.93万 | 加仓 |
| IDV | ISHARES TR | $73.95万 | 0.02% | 17,850 | 1,865 | 11.7% | $7.73万 | 加仓 |
| WAB | WABTEC | $73.75万 | 0.02% | 2,736 | 70 | 2.6% | $1.89万 | 加仓 |