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 |
|---|---|---|---|---|---|---|---|---|
| SYF | SYNCHRONY FINANCIAL | $66.05万 | 0.02% | 9,710 | -197 | -2.0% | -$1.34万 | 减仓 |
| NE | NOBLE CORP PLC | $65.91万 | 0.02% | 13,432 | 13,432 | — | $65.91万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $65.84万 | 0.02% | 5,687 | -2,201 | -27.9% | -$25.48万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $65.82万 | 0.02% | 8,188 | 248 | 3.1% | $1.99万 | 加仓 |
| DASH | DOORDASH INC | $65.81万 | 0.02% | 4,383 | -994 | -18.5% | -$14.92万 | 减仓 |
| KEY | KEYCORP | $65.62万 | 0.02% | 32,729 | -525 | -1.6% | -$1.05万 | 减仓 |
| — | TEMPLETON EMERGING MKTS INCO | $65.59万 | 0.02% | 109,127 | 6,526 | 6.4% | $3.92万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $65.15万 | 0.02% | 13,876 | 4,409 | 46.6% | $20.70万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $64.69万 | 0.02% | 14,125 | 1,334 | 10.4% | $6.11万 | 加仓 |
| HDV | ISHARES TR | $64.66万 | 0.02% | 4,765 | 457 | 10.6% | $6.20万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $64.61万 | 0.02% | 57,326 | 11,729 | 25.7% | $13.22万 | 加仓 |
| BAP | CREDICORP LTD | $64.41万 | 0.02% | 1,899 | 127 | 7.2% | $4.31万 | 加仓 |
| SNPS | SYNOPSYS INC | $64.29万 | 0.02% | 1,621 | 132 | 8.9% | $5.23万 | 加仓 |
| SNY | SANOFI SA | $64.07万 | 0.02% | 13,299 | -3,381 | -20.3% | -$16.29万 | 减仓 |
| TOL | TOLL BROTHERS INC | $64.03万 | 0.02% | 4,692 | 320 | 7.3% | $4.37万 | 加仓 |
| DSI | ISHARES TR | $63.98万 | 0.02% | 5,279 | 1,061 | 25.2% | $12.86万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $63.90万 | 0.02% | 6,539 | 165 | 2.6% | $1.61万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $63.83万 | 0.02% | 3,464 | 73 | 2.2% | $1.35万 | 加仓 |
| VAL | VALARIS LTD | $63.80万 | 0.02% | 6,507 | 6,507 | — | $63.80万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $63.78万 | 0.02% | 6,382 | 6,382 | — | $63.78万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $63.60万 | 0.02% | 4,358 | 3 | 0.1% | $438 | 加仓 |
| SLV | ISHARES SILVER TR | $63.49万 | 0.02% | 9,318 | 1,222 | 15.1% | $8.33万 | 加仓 |
| IWN | ISHARES TR | $63.27万 | 0.02% | 3,337 | 735 | 28.2% | $13.94万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $63.22万 | 0.02% | 13,785 | 13,785 | — | $63.22万 | 新建仓 |
| FER | FERROVIAL SE | $63.16万 | 0.02% | 9,710 | 2,720 | 38.9% | $17.69万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $63.09万 | 0.02% | 6,467 | 867 | 15.5% | $8.46万 | 加仓 |
| TFI | SPDR SERIES TRUST | $62.97万 | 0.02% | 13,888 | 6,307 | 83.2% | $28.60万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $62.81万 | 0.02% | 2,064 | 56 | 2.8% | $1.70万 | 加仓 |
| SLQD | ISHARES TR | $62.43万 | 0.02% | 12,365 | 0 | 0.0% | — | 不变 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $62.27万 | 0.02% | 19,502 | 19,502 | — | $62.27万 | 新建仓 |
| KR | KROGER CO | $62.17万 | 0.02% | 8,592 | -962 | -10.1% | -$6.96万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $61.85万 | 0.02% | 15,149 | -69,578 | -82.1% | -$284.09万 | 减仓 |
| SM | SM ENERGY COMPANY | $61.57万 | 0.02% | 19,746 | 19,746 | — | $61.57万 | 新建仓 |
| CVNA | CARVANA CO | $61.52万 | 0.02% | 1,957 | -256 | -11.6% | -$8.05万 | 减仓 |
| NTAP | NETAPP INC | $61.34万 | 0.02% | 5,991 | 149 | 2.6% | $1.53万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $61.29万 | 0.02% | 38,597 | 6,117 | 18.8% | $9.71万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $61.14万 | 0.02% | 12,535 | -742 | -5.6% | -$3.62万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $60.96万 | 0.02% | 13,478 | 3,274 | 32.1% | $14.81万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $60.85万 | 0.02% | 3,091 | 569 | 22.6% | $11.20万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $60.83万 | 0.02% | 13,092 | 6,805 | 108.2% | $31.62万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $60.73万 | 0.02% | 5,264 | -175 | -3.2% | -$2.02万 | 减仓 |
| FNV | FRANCO NEV CORP | $60.65万 | 0.02% | 2,455 | 317 | 14.8% | $7.83万 | 加仓 |
| EEM | ISHARES TR | $60.20万 | 0.02% | 10,600 | 1,674 | 18.8% | $9.51万 | 加仓 |
| MLI | MUELLER INDS INC | $60.01万 | 0.02% | 5,416 | -293 | -5.1% | -$3.25万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $59.99万 | 0.02% | 1,579 | -7 | -0.4% | -$2,659 | 减仓 |
| LGLV | SPDR SERIES TRUST | $59.91万 | 0.02% | 3,364 | -373 | -10.0% | -$6.64万 | 减仓 |
| WF | WOORI FINL GROUP INC | $59.83万 | 0.02% | 8,983 | 809 | 9.9% | $5.39万 | 加仓 |
| SANM | SANMINA CORP | $59.69万 | 0.02% | 4,604 | -595 | -11.4% | -$7.71万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $59.65万 | 0.02% | 10,228 | 10,228 | — | $59.65万 | 新建仓 |
| WWD | WOODWARD INC | $59.42万 | 0.02% | 1,660 | -11 | -0.7% | -$3,937 | 减仓 |
| AVAV | AEROVIRONMENT INC | $59.20万 | 0.02% | 3,234 | 728 | 29.1% | $13.33万 | 加仓 |
| XPO | XPO INC | $59.05万 | 0.02% | 3,035 | 715 | 30.8% | $13.91万 | 加仓 |
| ABEV | AMBEV SA | $58.91万 | 0.02% | 201,752 | 57,516 | 39.9% | $16.79万 | 加仓 |
| OEF | ISHARES TR | $58.78万 | 0.02% | 1,848 | 60 | 3.4% | $1.91万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $58.72万 | 0.02% | 2,543 | 412 | 19.3% | $9.51万 | 加仓 |
| NOK | NOKIA CORP | $58.70万 | 0.02% | 73,014 | 17,143 | 30.7% | $13.78万 | 加仓 |
| GVA | GRANITE CONSTR INC | $58.31万 | 0.02% | 4,864 | -233 | -4.6% | -$2.79万 | 减仓 |
| VTRS | VIATRIS INC | $58.29万 | 0.02% | 43,142 | 3,774 | 9.6% | $5.10万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $58.11万 | 0.02% | 2,793 | -300 | -9.7% | -$6.24万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $58.11万 | 0.02% | 2,938 | 879 | 42.7% | $17.38万 | 加仓 |
| BBD | BANCO BRADESCO S A | $57.92万 | 0.02% | 158,680 | 3,247 | 2.1% | $1.19万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $57.34万 | 0.02% | 8,087 | 6 | 0.1% | $425 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $57.30万 | 0.02% | 9,940 | 2,095 | 26.7% | $12.08万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $57.19万 | 0.02% | 8,649 | -812 | -8.6% | -$5.37万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $56.97万 | 0.02% | 20,929 | -1,071 | -4.9% | -$2.92万 | 减仓 |
| VEEV | VEEVA SYS INC | $56.94万 | 0.02% | 3,241 | -815 | -20.1% | -$14.32万 | 减仓 |
| VET | VERMILION ENERGY INC | $56.82万 | 0.02% | 41,231 | 41,231 | — | $56.82万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $56.30万 | 0.02% | 32,907 | 1,204 | 3.8% | $2.06万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $56.29万 | 0.02% | 23,573 | 4,720 | 25.0% | $11.27万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $56.21万 | 0.02% | 37,426 | 2,406 | 6.9% | $3.61万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $56.20万 | 0.02% | 11,329 | 2 | 0.0% | $99 | 加仓 |
| VXF | VANGUARD INDEX FDS | $56.12万 | 0.02% | 2,727 | 707 | 35.0% | $14.55万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $56.03万 | 0.02% | 2,287 | 60 | 2.7% | $1.47万 | 加仓 |
| PKG | PACKAGING CORP AMER | $55.79万 | 0.02% | 2,629 | 73 | 2.9% | $1.55万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $55.78万 | 0.02% | 5,225 | -172 | -3.2% | -$1.84万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $55.59万 | 0.02% | 3,536 | 649 | 22.5% | $10.20万 | 加仓 |
| EXC | EXELON CORP | $55.48万 | 0.02% | 11,318 | 536 | 5.0% | $2.63万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $55.38万 | 0.02% | 80,375 | 1,215 | 1.5% | $8,371 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $55.34万 | 0.02% | 61,630 | 8,486 | 16.0% | $7.62万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $55.22万 | 0.02% | 5,839 | 1,126 | 23.9% | $10.65万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $55.13万 | 0.02% | 30,591 | 2,415 | 8.6% | $4.35万 | 加仓 |
| BWA | BORGWARNER INC | $55.03万 | 0.02% | 10,141 | 1,514 | 17.5% | $8.22万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $54.90万 | 0.02% | 11,446 | 828 | 7.8% | $3.97万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED 看涨期权 | $54.90万 | 0.02% | 150,000 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $54.78万 | 0.02% | 22,891 | 1,579 | 7.4% | $3.78万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $54.72万 | 0.02% | 18,999 | 18,999 | — | $54.72万 | 新建仓 |
| EEMV | ISHARES INC | $54.44万 | 0.02% | 8,410 | 195 | 2.4% | $1.26万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $54.22万 | 0.02% | 25,636 | -2,290 | -8.2% | -$4.84万 | 减仓 |
| AME | AMETEK INC | $54.16万 | 0.02% | 2,526 | 290 | 13.0% | $6.22万 | 加仓 |
| — | GLOBAL X FDS | $53.64万 | 0.02% | 14,586 | 403 | 2.8% | $1.48万 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $53.56万 | 0.02% | 14,687 | 14,687 | — | $53.56万 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $53.50万 | 0.02% | 46,764 | 6,519 | 16.2% | $7.46万 | 加仓 |
| CLS | CELESTICA INC | $53.43万 | 0.02% | 1,897 | -3,282 | -63.4% | -$92.45万 | 减仓 |
| NTRA | NATERA INC | $53.12万 | 0.02% | 2,656 | 132 | 5.2% | $2.64万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $53.03万 | 0.02% | 9,066 | 819 | 9.9% | $4.79万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $52.92万 | 0.02% | 2,227 | 395 | 21.6% | $9.39万 | 加仓 |
| CI | THE CIGNA GROUP | $52.73万 | 0.02% | 1,977 | 33 | 1.7% | $8,802 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $52.59万 | 0.02% | 13,004 | -5,433 | -29.5% | -$21.97万 | 减仓 |
| ITT | ITT INC | $52.47万 | 0.02% | 2,754 | 419 | 17.9% | $7.98万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $52.45万 | 0.02% | 1,235 | -1,913 | -60.8% | -$81.24万 | 减仓 |