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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INTC 减仓-$527.50万
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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 |
|---|---|---|---|---|---|---|---|---|
| TDF | TEMPLETON DRAGON FD INC | $73.67万 | 0.02% | 67,650 | 116 | 0.2% | $1,263 | 加仓 |
| SLB | SLB LIMITED | $73.60万 | 0.02% | 15,832 | 951 | 6.4% | $4.42万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $73.57万 | 0.02% | 3,078 | -18 | -0.6% | -$4,302 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $73.49万 | 0.02% | 24,998 | 8,828 | 54.6% | $25.95万 | 加仓 |
| ENFR | ALPS ETF TR | $73.42万 | 0.02% | 19,269 | -2,166 | -10.1% | -$8.25万 | 减仓 |
| CI | THE CIGNA GROUP | $73.38万 | 0.02% | 2,662 | 685 | 34.6% | $18.88万 | 加仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $73.29万 | 0.02% | 29,576 | 29,576 | — | $73.29万 | 新建仓 |
| MSCI | MSCI INC | $73.26万 | 0.02% | 1,308 | 62 | 5.0% | $3.47万 | 加仓 |
| — | NUVEEN MORTGAGE AND INCOME F | $73.19万 | 0.02% | 41,876 | 267 | 0.6% | $4,667 | 加仓 |
| — | VOYA EMERGING MKTS HIGH DIVI | $72.83万 | 0.02% | 93,375 | 93,375 | — | $72.83万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $72.55万 | 0.02% | 9,251 | 1,451 | 18.6% | $11.38万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $72.50万 | 0.02% | 9,650 | -578 | -5.7% | -$4.34万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $72.33万 | 0.02% | 9,108 | -3,848 | -29.7% | -$30.56万 | 减仓 |
| IWN | ISHARES TR | $72.22万 | 0.02% | 3,265 | -72 | -2.2% | -$1.59万 | 减仓 |
| SMH | VANECK ETF TRUST | $72.20万 | 0.02% | 1,101 | 553 | 100.9% | $36.27万 | 加仓 |
| MLI | MUELLER INDS INC | $71.98万 | 0.02% | 5,855 | 439 | 8.1% | $5.40万 | 加仓 |
| OEF | ISHARES TR | $71.83万 | 0.02% | 1,963 | 115 | 6.2% | $4.21万 | 加仓 |
| ARGX | ARGENX SE | $71.80万 | 0.02% | 774 | 181 | 30.5% | $16.79万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $71.68万 | 0.02% | 12,784 | 1,338 | 11.7% | $7.50万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $71.47万 | 0.02% | 2,945 | 188 | 6.8% | $4.56万 | 加仓 |
| SRE | SEMPRA | $71.31万 | 0.02% | 7,692 | -526 | -6.4% | -$4.88万 | 减仓 |
| — | ELECTRONIC ARTS INC | $70.99万 | 0.02% | 3,462 | -209 | -5.7% | -$4.29万 | 减仓 |
| AON | AON PLC | $70.85万 | 0.02% | 2,136 | -597 | -21.8% | -$19.80万 | 减仓 |
| USHY | ISHARES TR | $70.82万 | 0.02% | 19,130 | -497 | -2.5% | -$1.84万 | 减仓 |
| — | VOYA ASIA PAC HIGH DIV EQT I | $70.80万 | 0.02% | 76,375 | 76,375 | — | $70.80万 | 新建仓 |
| HDB | HDFC BANK LTD | $70.76万 | 0.02% | 27,396 | 11,651 | 74.0% | $30.09万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $70.55万 | 0.02% | 12,516 | -576 | -4.4% | -$3.25万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $70.05万 | 0.02% | 17,202 | -259 | -1.5% | -$1.05万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $70.02万 | 0.02% | 5,997 | 310 | 5.5% | $3.62万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $70.02万 | 0.02% | 1,811 | 939 | 107.7% | $36.31万 | 加仓 |
| AGNC | AGNC INVT CORP | $69.87万 | 0.02% | 64,101 | 24,636 | 62.4% | $26.85万 | 加仓 |
| — | ROYCE GLOBAL TRUST INC | $69.75万 | 0.02% | 49,014 | -807 | -1.6% | -$1.15万 | 减仓 |
| ABEV | AMBEV SA | $69.73万 | 0.02% | 222,072 | 20,320 | 10.1% | $6.38万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $69.44万 | 0.02% | 38,730 | 133 | 0.3% | $2,385 | 加仓 |
| PYLD | PIMCO ETF TR | $69.01万 | 0.02% | 26,021 | 10,974 | 72.9% | $29.10万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $68.99万 | 0.02% | 5,073 | 804 | 18.8% | $10.93万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $68.59万 | 0.02% | 2,786 | 59 | 2.2% | $1.45万 | 加仓 |
| AXIAY | AXIA ENERGIA SA | $68.44万 | 0.02% | 64,810 | 349 | 0.5% | $3,685 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $68.32万 | 0.02% | 1,290 | -142 | -9.9% | -$7.52万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $68.27万 | 0.02% | 7,710 | -663 | -7.9% | -$5.87万 | 减仓 |
| RELX | RELX PLC | $67.74万 | 0.02% | 21,389 | 919 | 4.5% | $2.91万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $67.68万 | 0.02% | 2,645 | 102 | 4.0% | $2.61万 | 加仓 |
| SDY | SPDR SERIES TRUST | $67.44万 | 0.02% | 4,432 | 74 | 1.7% | $1.13万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $67.40万 | 0.02% | 60,449 | 3,123 | 5.4% | $3.48万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $67.32万 | 0.02% | 1,726 | -754 | -30.4% | -$29.41万 | 减仓 |
| MELI | MERCADOLIBRE INC | $66.88万 | 0.02% | 394 | -12 | -3.0% | -$2.04万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $66.31万 | 0.02% | 8,093 | 6 | 0.1% | $492 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $65.96万 | 0.02% | 14,507 | 213 | 1.5% | $9,685 | 加仓 |
| VOE | VANGUARD INDEX FDS | $65.90万 | 0.02% | 3,335 | -129 | -3.7% | -$2.55万 | 减仓 |
| XPO | XPO INC | $65.53万 | 0.02% | 3,192 | 157 | 5.2% | $3.22万 | 加仓 |
| NI | NISOURCE INC | $65.48万 | 0.02% | 13,772 | -3,008 | -17.9% | -$14.30万 | 减仓 |
| ITA | ISHARES TR | $65.46万 | 0.02% | 2,700 | 854 | 46.3% | $20.70万 | 加仓 |
| CBRE | CBRE GROUP INC | $65.10万 | 0.02% | 4,833 | -291 | -5.7% | -$3.92万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $64.92万 | 0.02% | 32,494 | 32,494 | — | $64.92万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $64.66万 | 0.02% | 10,560 | 6,429 | 155.6% | $39.36万 | 加仓 |
| TFI | SPDR SERIES TRUST | $64.65万 | 0.02% | 14,115 | 227 | 1.6% | $1.04万 | 加仓 |
| DEO | DIAGEO PLC | $64.49万 | 0.02% | 8,023 | 5,042 | 169.1% | $40.53万 | 加仓 |
| HDV | ISHARES TR | $64.45万 | 0.02% | 23,512 | -313 | -1.3% | -$8,579 | 减仓 |
| EEMV | ISHARES INC | $64.30万 | 0.02% | 8,542 | 132 | 1.6% | $9,937 | 加仓 |
| AME | AMETEK INC | $64.27万 | 0.02% | 2,656 | 130 | 5.1% | $3.15万 | 加仓 |
| INTU | INTUIT | $64.14万 | 0.02% | 2,457 | -1,624 | -39.8% | -$42.39万 | 减仓 |
| CLS | CELESTICA INC | $64.02万 | 0.02% | 1,755 | -142 | -7.5% | -$5.18万 | 减仓 |
| MDT | MEDTRONIC PLC | $63.76万 | 0.02% | 8,150 | -6,025 | -42.5% | -$47.13万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $63.48万 | 0.02% | 16,055 | 5,862 | 57.5% | $23.18万 | 加仓 |
| BIDU | BAIDU INC | $63.47万 | 0.02% | 5,554 | -643 | -10.4% | -$7.35万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $63.38万 | 0.02% | 2,045 | -19 | -0.9% | -$5,889 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $63.34万 | 0.02% | 2,924 | 486 | 19.9% | $10.53万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $62.98万 | 0.02% | 8,586 | 1,203 | 16.3% | $8.82万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $62.94万 | 0.02% | 14,294 | -855 | -5.6% | -$3.76万 | 减仓 |
| CVNA | CARVANA CO | $62.92万 | 0.02% | 9,559 | -226 | -2.3% | -$1.49万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $62.79万 | 0.02% | 8,450 | -199 | -2.3% | -$1.48万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $62.59万 | 0.02% | 19,566 | 64 | 0.3% | $2,047 | 加仓 |
| EXC | EXELON CORP | $62.55万 | 0.02% | 13,417 | 2,099 | 18.5% | $9.79万 | 加仓 |
| PKG | PACKAGING CORP AMER | $62.52万 | 0.02% | 2,624 | -5 | -0.2% | -$1,191 | 减仓 |
| ATI | ATI INC | $62.40万 | 0.02% | 3,166 | 788 | 33.1% | $15.53万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $62.37万 | 0.02% | 26,307 | 4,614 | 21.3% | $10.94万 | 加仓 |
| MRNA | MODERNA INC | $61.46万 | 0.02% | 8,776 | -741 | -7.8% | -$5.19万 | 减仓 |
| EMGF | ISHARES INC | $61.27万 | 0.02% | 8,363 | 0 | 0.0% | — | 不变 |
| ELVA | ELECTROVAYA INC | $61.25万 | 0.02% | 58,337 | 58,337 | — | $61.25万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $60.75万 | 0.02% | 3,348 | -16 | -0.5% | -$2,903 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $60.74万 | 0.02% | 456 | 109 | 31.4% | $14.52万 | 加仓 |
| ALB | ALBEMARLE CORP | $60.57万 | 0.02% | 4,485 | -223 | -4.7% | -$3.01万 | 减仓 |
| SCI | SERVICE CORP INTL | $60.55万 | 0.02% | 7,971 | -937 | -10.5% | -$7.12万 | 减仓 |
| BIIB | BIOGEN INC | $60.32万 | 0.02% | 2,792 | 50 | 1.8% | $1.08万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $60.30万 | 0.02% | 32,540 | 1,949 | 6.4% | $3.61万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $60.07万 | 0.02% | 20,929 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $60.05万 | 0.02% | 24,462 | -15,305 | -38.5% | -$37.57万 | 减仓 |
| PAYX | PAYCHEX INC | $60.01万 | 0.02% | 6,102 | 2,586 | 73.5% | $25.43万 | 加仓 |
| PUK | PRUDENTIAL PLC | $59.75万 | 0.02% | 22,285 | -2,376 | -9.6% | -$6.37万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $59.69万 | 0.02% | 49,745 | 2,981 | 6.4% | $3.58万 | 加仓 |
| NU | NU HLDGS LTD | $59.42万 | 0.02% | 44,475 | -7,777 | -14.9% | -$10.39万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $59.31万 | 0.02% | 13,155 | 151 | 1.2% | $6,808 | 加仓 |
| PSA | PUBLIC STORAGE | $59.15万 | 0.02% | 1,858 | 811 | 77.5% | $25.82万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $59.14万 | 0.02% | 2,489 | 19 | 0.8% | $4,514 | 加仓 |
| STLD | STEEL DYNAMICS INC | $58.67万 | 0.02% | 2,557 | 98 | 4.0% | $2.25万 | 加仓 |
| E | ENI SPA | $58.42万 | 0.02% | 12,466 | 551 | 4.6% | $2.58万 | 加仓 |
| FTK | FLOTEK INDUSTRIES INC | $58.40万 | 0.02% | 24,831 | 24,831 | — | $58.40万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II | $58.25万 | 0.02% | 81,700 | 1,325 | 1.6% | $9,447 | 加仓 |
| — | SPROTT FDS TR | $58.19万 | 0.02% | 15,192 | 15,192 | — | $58.19万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $58.15万 | 0.02% | 2,149 | -138 | -6.0% | -$3.73万 | 减仓 |