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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $52.44万 | 0.02% | 8,958 | 294 | 3.4% | $1.72万 | 加仓 |
| FFIV | F5 INC | $52.25万 | 0.02% | 1,806 | 565 | 45.5% | $16.35万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $52.20万 | 0.02% | 2,470 | -143 | -5.5% | -$3.02万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $52.07万 | 0.02% | 2,500 | 2,500 | — | $52.07万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $51.95万 | 0.02% | 5,054 | 1,459 | 40.6% | $15.00万 | 加仓 |
| PNR | PENTAIR PLC | $51.32万 | 0.02% | 5,891 | -487 | -7.6% | -$4.24万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $51.20万 | 0.02% | 13,142 | 3,818 | 40.9% | $14.87万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $51.09万 | 0.02% | 2,051 | 169 | 9.0% | $4.21万 | 加仓 |
| OC | OWENS CORNING NEW | $51.07万 | 0.02% | 4,719 | -157 | -3.2% | -$1.70万 | 减仓 |
| EMGF | ISHARES INC | $50.54万 | 0.02% | 8,363 | -4,551 | -35.2% | -$27.50万 | 减仓 |
| HLN | HALEON PLC | $50.34万 | 0.02% | 50,285 | 15,740 | 45.6% | $15.76万 | 加仓 |
| BIIB | BIOGEN INC | $50.26万 | 0.02% | 2,742 | -536 | -16.4% | -$9.83万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $50.15万 | 0.02% | 2,290 | 545 | 31.2% | $11.94万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $50.06万 | 0.02% | 2,653 | 1,152 | 76.7% | $21.74万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $49.99万 | 0.02% | 16,386 | 1,559 | 10.5% | $4.76万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $49.71万 | 0.02% | 10,833 | -8,376 | -43.6% | -$38.44万 | 减仓 |
| VST | VISTRA CORP | $49.67万 | 0.02% | 3,304 | 210 | 6.8% | $3.16万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $49.60万 | 0.02% | 35,966 | -46,887 | -56.6% | -$64.66万 | 减仓 |
| CPER | UNITED STS COMMODITY INDEX F | $49.12万 | 0.02% | 14,266 | 929 | 7.0% | $3.20万 | 加仓 |
| SNOW | SNOWFLAKE INC | $49.10万 | 0.02% | 3,255 | 127 | 4.1% | $1.92万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $48.80万 | 0.01% | 7,800 | 1,980 | 34.0% | $12.39万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $48.64万 | 0.01% | 11,141 | 325 | 3.0% | $1.42万 | 加仓 |
| FOXA | FOX CORP | $48.49万 | 0.01% | 8,303 | -1,949 | -19.0% | -$11.38万 | 减仓 |
| MTB | M & T BK CORP | $48.37万 | 0.01% | 2,340 | 257 | 12.3% | $5.31万 | 加仓 |
| MRNA | MODERNA INC | $48.35万 | 0.01% | 9,517 | 9,517 | — | $48.35万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $48.32万 | 0.01% | 13,599 | -1,509 | -10.0% | -$5.36万 | 减仓 |
| JBL | JABIL INC | $48.29万 | 0.01% | 1,818 | 136 | 8.1% | $3.61万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $48.26万 | 0.01% | 22,455 | -4,067 | -15.3% | -$8.74万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $47.85万 | 0.01% | 19,154 | 9,856 | 106.0% | $24.62万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $47.78万 | 0.01% | 5,707 | 1,019 | 21.7% | $8.53万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $47.66万 | 0.01% | 5,951 | 2,030 | 51.8% | $16.26万 | 加仓 |
| SYY | SYSCO CORP | $47.63万 | 0.01% | 6,677 | 29 | 0.4% | $2,069 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $47.63万 | 0.01% | 2,438 | 808 | 49.6% | $15.78万 | 加仓 |
| NTR | NUTRIEN LTD | $47.62万 | 0.01% | 6,310 | 939 | 17.5% | $7.09万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $47.57万 | 0.01% | 102,751 | -788 | -0.8% | -$3,648 | 减仓 |
| NLR | VANECK ETF TRUST | $47.28万 | 0.01% | 3,550 | 1,721 | 94.1% | $22.92万 | 加仓 |
| SUSL | ISHARES TR | $47.19万 | 0.01% | 4,154 | -52 | -1.2% | -$5,907 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $46.99万 | 0.01% | 31,221 | -1,063 | -3.3% | -$1.60万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $46.97万 | 0.01% | 53,492 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $46.87万 | 0.01% | 4,787 | -4,635 | -49.2% | -$45.38万 | 减仓 |
| BE | BLOOM ENERGY CORP | $46.67万 | 0.01% | 3,445 | 38 | 1.1% | $5,148 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $46.67万 | 0.01% | 2,282 | 400 | 21.3% | $8.18万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $46.56万 | 0.01% | 1,360 | -398 | -22.6% | -$13.63万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $46.44万 | 0.01% | 10,994 | 642 | 6.2% | $2.71万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $46.29万 | 0.01% | 1,308 | 239 | 22.4% | $8.46万 | 加仓 |
| HYDB | ISHARES TR | $46.11万 | 0.01% | 9,912 | -7,027 | -41.5% | -$32.69万 | 减仓 |
| CCJ | CAMECO CORP | $46.07万 | 0.01% | 4,242 | 397 | 10.3% | $4.31万 | 加仓 |
| COMT | ISHARES U S ETF TR | $46.01万 | 0.01% | 13,607 | 3,733 | 37.8% | $12.62万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $45.98万 | 0.01% | 7,335 | 33 | 0.5% | $2,068 | 加仓 |
| LIF | LIFE360 INC | $45.56万 | 0.01% | 11,162 | 3,926 | 54.3% | $16.03万 | 加仓 |
| DOV | DOVER CORP | $45.37万 | 0.01% | 2,176 | -162 | -6.9% | -$3.38万 | 减仓 |
| KIM | KIMCO REALTY CORP | $45.28万 | 0.01% | 20,151 | 5,139 | 34.2% | $11.55万 | 加仓 |
| IGF | ISHARES TR | $45.17万 | 0.01% | 6,742 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $45.12万 | 0.01% | 18,951 | 446 | 2.4% | $1.06万 | 加仓 |
| ROKU | ROKU INC | $45.11万 | 0.01% | 4,767 | 1,079 | 29.3% | $10.21万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $45.09万 | 0.01% | 4,070 | 877 | 27.5% | $9.72万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $45.06万 | 0.01% | 1,014 | -55 | -5.1% | -$2.44万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $45.05万 | 0.01% | 11,186 | -427 | -3.7% | -$1.72万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $44.74万 | 0.01% | 64,380 | 3,462 | 5.7% | $2.41万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $44.33万 | 0.01% | 5,903 | -4,127 | -41.1% | -$30.99万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $44.26万 | 0.01% | 15,632 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $44.26万 | 0.01% | 2,459 | -3,063 | -55.5% | -$55.13万 | 减仓 |
| EMBJ | EMBRAER S.A. | $44.14万 | 0.01% | 7,438 | 404 | 5.7% | $2.40万 | 加仓 |
| RKLB | ROCKET LAB CORP | $44.11万 | 0.01% | 6,868 | 1,436 | 26.4% | $9.22万 | 加仓 |
| AA | ALCOA CORP | $44.05万 | 0.01% | 6,641 | 884 | 15.4% | $5.86万 | 加仓 |
| RBC | RBC BEARINGS INC | $43.94万 | 0.01% | 809 | 61 | 8.2% | $3.31万 | 加仓 |
| VTR | VENTAS INC | $43.63万 | 0.01% | 5,335 | -202 | -3.6% | -$1.65万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $43.54万 | 0.01% | 16,170 | 406 | 2.6% | $1.09万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $43.31万 | 0.01% | 7,222 | 1,072 | 17.4% | $6.43万 | 加仓 |
| BOXX | EA SERIES TRUST | $43.31万 | 0.01% | 3,724 | 555 | 17.5% | $6.45万 | 加仓 |
| ARGX | ARGENX SE | $43.30万 | 0.01% | 593 | -709 | -54.5% | -$51.77万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $43.21万 | 0.01% | 9,354 | 9,354 | — | $43.21万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $43.06万 | 0.01% | 10,674 | 2,360 | 28.4% | $9.52万 | 加仓 |
| ES | EVERSOURCE ENERGY | $43.05万 | 0.01% | 6,215 | 134 | 2.2% | $9,283 | 加仓 |
| IWD | ISHARES TR | $42.87万 | 0.01% | 2,007 | -316 | -13.6% | -$6.75万 | 减仓 |
| CCK | CROWN HLDGS INC | $42.87万 | 0.01% | 4,276 | 518 | 13.8% | $5.19万 | 加仓 |
| HEFA | ISHARES TR | $42.47万 | 0.01% | 9,993 | -619 | -5.8% | -$2.63万 | 减仓 |
| PPL | PPL CORP | $42.41万 | 0.01% | 11,102 | 437 | 4.1% | $1.67万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $42.03万 | 0.01% | 3,772 | -854 | -18.5% | -$9.52万 | 减仓 |
| EIX | EDISON INTL | $41.97万 | 0.01% | 5,736 | 821 | 16.7% | $6.01万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $41.78万 | 0.01% | 4,353 | -2 | -0.0% | -$192 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $41.69万 | 0.01% | 6,795 | 1,100 | 19.3% | $6.75万 | 加仓 |
| HTHT | H WORLD GROUP LTD | $41.68万 | 0.01% | 8,287 | 1,760 | 27.0% | $8.85万 | 加仓 |
| COR | CENCORA INC | $41.59万 | 0.01% | 1,324 | -181 | -12.0% | -$5.69万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $41.59万 | 0.01% | 11,442 | -15,624 | -57.7% | -$56.79万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $41.57万 | 0.01% | 7,383 | 1,929 | 35.4% | $10.86万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $41.56万 | 0.01% | 21,693 | 6,916 | 46.8% | $13.25万 | 加仓 |
| EME | EMCOR GROUP INC | $41.55万 | 0.01% | 563 | -67 | -10.6% | -$4.94万 | 减仓 |
| INFY | INFOSYS LTD | $41.54万 | 0.01% | 30,750 | -10,781 | -26.0% | -$14.56万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $41.49万 | 0.01% | 3,613 | 786 | 27.8% | $9.03万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $41.38万 | 0.01% | 18,179 | -645 | -3.4% | -$1.47万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $41.13万 | 0.01% | 5,846 | -159 | -2.6% | -$1.12万 | 减仓 |
| PAVE | GLOBAL X FDS | $41.12万 | 0.01% | 8,092 | -1,187 | -12.8% | -$6.03万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $41.01万 | 0.01% | 4,070 | 165 | 4.2% | $1.66万 | 加仓 |
| EQNR | EQUINOR ASA | $40.99万 | 0.01% | 9,713 | -1,055 | -9.8% | -$4.45万 | 重新持有 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $40.59万 | 0.01% | 1,644 | 120 | 7.9% | $2.96万 | 加仓 |
| ALC | ALCON AG | $40.44万 | 0.01% | 5,368 | 362 | 7.2% | $2.73万 | 加仓 |
| ITA | ISHARES TR | $40.38万 | 0.01% | 1,846 | 169 | 10.1% | $3.70万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $40.34万 | 0.01% | 12,243 | 1,169 | 10.6% | $3.85万 | 加仓 |
| ICVT | ISHARES TR | $40.32万 | 0.01% | 3,961 | 3,961 | — | $40.32万 | 新建仓 |