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
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 |
|---|---|---|---|---|---|---|---|---|
| KIM | KIMCO REALTY CORP | $58.10万 | 0.02% | 22,917 | 2,766 | 13.7% | $7.01万 | 加仓 |
| BPOP | POPULAR INC | $57.74万 | 0.02% | 3,517 | 584 | 19.9% | $9.59万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $57.74万 | 0.02% | 7,415 | 1,428 | 23.9% | $11.12万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $57.60万 | 0.02% | 11,331 | 2 | 0.0% | $102 | 加仓 |
| MTB | M & T BK CORP | $57.60万 | 0.02% | 2,420 | 80 | 3.4% | $1.90万 | 加仓 |
| SNY | SANOFI SA | $57.45万 | 0.01% | 13,468 | 169 | 1.3% | $7,210 | 加仓 |
| KR | KROGER CO | $57.33万 | 0.01% | 10,324 | 1,732 | 20.2% | $9.62万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $57.30万 | 0.01% | 24,271 | 24,271 | — | $57.30万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $56.98万 | 0.01% | 6,481 | 6,481 | — | $56.98万 | 新建仓 |
| AIZ | ASSURANT INC | $56.77万 | 0.01% | 2,114 | 381 | 22.0% | $10.23万 | 加仓 |
| BURL | BURLINGTON STORES INC | $56.58万 | 0.01% | 1,786 | -277 | -13.4% | -$8.78万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $56.57万 | 0.01% | 8,074 | 852 | 11.8% | $5.97万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED 看涨期权 | $56.55万 | 0.01% | 150,000 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $56.49万 | 0.01% | 3,561 | 257 | 7.8% | $4.08万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $56.48万 | 0.01% | 13,691 | 549 | 4.2% | $2.26万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $56.41万 | 0.01% | 25,228 | -408 | -1.6% | -$9,123 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $56.36万 | 0.01% | 1,357 | -274 | -16.8% | -$11.38万 | 减仓 |
| AZO | AUTOZONE INC | $55.93万 | 0.01% | 175 | -29 | -14.2% | -$9.27万 | 减仓 |
| — | GLOBAL X FDS | $55.50万 | 0.01% | 14,905 | 319 | 2.2% | $1.19万 | 加仓 |
| BBD | BANCO BRADESCO S A | $55.40万 | 0.01% | 159,659 | 979 | 0.6% | $3,397 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $55.31万 | 0.01% | 6,604 | 701 | 11.9% | $5.87万 | 加仓 |
| ITT | ITT INC | $55.27万 | 0.01% | 2,795 | 41 | 1.5% | $8,108 | 加仓 |
| SLYV | SPDR SERIES TRUST | $55.16万 | 0.01% | 5,055 | -784 | -13.4% | -$8.55万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $55.13万 | 0.01% | 33,010 | 103 | 0.3% | $1,720 | 加仓 |
| SUSL | ISHARES TR | $54.91万 | 0.01% | 4,136 | -18 | -0.4% | -$2,390 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $54.91万 | 0.01% | 4,121 | 51 | 1.3% | $6,795 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $54.72万 | 0.01% | 12,005 | -1,780 | -12.9% | -$8.11万 | 减仓 |
| RBC | RBC BEARINGS INC | $54.68万 | 0.01% | 849 | 40 | 4.9% | $2.58万 | 加仓 |
| GDX | VANECK ETF TRUST | $54.40万 | 0.01% | 7,210 | -6,433 | -47.2% | -$48.53万 | 减仓 |
| VEEV | VEEVA SYS INC | $54.13万 | 0.01% | 3,050 | -191 | -5.9% | -$3.39万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $54.08万 | 0.01% | 4,393 | -2,651 | -37.6% | -$32.63万 | 减仓 |
| EME | EMCOR GROUP INC | $54.00万 | 0.01% | 651 | 88 | 15.6% | $7.30万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $53.91万 | 0.01% | 1,863 | 235 | 14.4% | $6.80万 | 加仓 |
| SNPS | SYNOPSYS INC | $53.86万 | 0.01% | 1,207 | -414 | -25.5% | -$18.47万 | 减仓 |
| CPER | UNITED STS COMMODITY INDEX F | $53.82万 | 0.01% | 14,266 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $53.73万 | 0.01% | 1,208 | 123 | 11.3% | $5.47万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $53.48万 | 0.01% | 2,014 | -37 | -1.8% | -$9,824 | 减仓 |
| FER | FERROVIAL NV | $53.47万 | 0.01% | 7,793 | -1,917 | -19.7% | -$13.15万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $53.34万 | 0.01% | 20,335 | -9,279 | -31.3% | -$24.34万 | 减仓 |
| HUM | HUMANA INC | $53.31万 | 0.01% | 1,342 | 1,342 | — | $53.31万 | 新建仓 |
| PDD | PDD HOLDINGS INC | $53.30万 | 0.01% | 6,987 | -3,714 | -34.7% | -$28.33万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $52.91万 | 0.01% | 11,955 | 961 | 8.7% | $4.25万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $52.84万 | 0.01% | 3,491 | -45 | -1.3% | -$6,811 | 减仓 |
| CPT | CAMDEN PPTY TR | $52.74万 | 0.01% | 4,606 | 1,691 | 58.0% | $19.36万 | 加仓 |
| UDR | UDR INC | $52.51万 | 0.01% | 13,153 | 6,216 | 89.6% | $24.82万 | 加仓 |
| SYY | SYSCO CORP | $52.30万 | 0.01% | 6,258 | -419 | -6.3% | -$3.50万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $52.19万 | 0.01% | 2,787 | 474 | 20.5% | $8.88万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $52.10万 | 0.01% | 39,394 | 1,968 | 5.3% | $2.60万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $51.84万 | 0.01% | 23,585 | 6,297 | 36.4% | $13.84万 | 加仓 |
| RS | RELIANCE INC | $51.67万 | 0.01% | 1,383 | 247 | 21.7% | $9.23万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $51.67万 | 0.01% | 11,877 | 736 | 6.6% | $3.20万 | 加仓 |
| VTR | VENTAS INC | $51.48万 | 0.01% | 5,798 | 463 | 8.7% | $4.11万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $51.34万 | 0.01% | 2,054 | 164 | 8.7% | $4.10万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $51.28万 | 0.01% | 3,077 | -1,133 | -26.9% | -$18.88万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $51.10万 | 0.01% | 17,441 | 3,806 | 27.9% | $11.15万 | 加仓 |
| ZTS | ZOETIS INC | $50.91万 | 0.01% | 7,084 | -1,492 | -17.4% | -$10.72万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $50.74万 | 0.01% | 13,618 | 19 | 0.1% | $708 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $50.58万 | 0.01% | 20,552 | -2,339 | -10.2% | -$5.76万 | 减仓 |
| EIX | EDISON INTL | $50.55万 | 0.01% | 6,790 | 1,054 | 18.4% | $7.85万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $50.54万 | 0.01% | 34,761 | -1,205 | -3.4% | -$1.75万 | 减仓 |
| APA | APA CORPORATION | $50.36万 | 0.01% | 15,462 | -2,623 | -14.5% | -$8.54万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $50.36万 | 0.01% | 29,025 | -2,196 | -7.0% | -$3.81万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $50.30万 | 0.01% | 3,935 | 3,935 | — | $50.30万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $50.12万 | 0.01% | 4,144 | 1,027 | 32.9% | $12.42万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $50.11万 | 0.01% | 6,767 | -8,537 | -55.8% | -$63.21万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $50.10万 | 0.01% | 1,092 | 78 | 7.7% | $3.58万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $49.98万 | 0.01% | 8,587 | -371 | -4.1% | -$2.16万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $49.93万 | 0.01% | 4,466 | 404 | 9.9% | $4.52万 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $49.91万 | 0.01% | 51,778 | -1,714 | -3.2% | -$1.65万 | 减仓 |
| WF | WOORI FINL GROUP INC | $49.90万 | 0.01% | 8,693 | -290 | -3.2% | -$1.66万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $49.72万 | 0.01% | 64,746 | 366 | 0.6% | $2,811 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $49.70万 | 0.01% | 3,613 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $49.65万 | 0.01% | 3,008 | -226 | -7.0% | -$3.73万 | 减仓 |
| SLV | ISHARES SILVER TR | $49.48万 | 0.01% | 9,254 | -64 | -0.7% | -$3,422 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $49.47万 | 0.01% | 5,469 | -482 | -8.1% | -$4.36万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $49.14万 | 0.01% | 3,015 | 507 | 20.2% | $8.26万 | 加仓 |
| ICVT | ISHARES TR | $49.03万 | 0.01% | 4,028 | 67 | 1.7% | $8,156 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $49.00万 | 0.01% | 5,183 | 450 | 9.5% | $4.25万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $48.94万 | 0.01% | 2,031 | -79 | -3.7% | -$1.90万 | 减仓 |
| ET | ENERGY TRANSFER L P | $48.88万 | 0.01% | 25,565 | 5,270 | 26.0% | $10.08万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $48.86万 | 0.01% | 105,759 | 3,008 | 2.9% | $1.39万 | 加仓 |
| DOV | DOVER CORP | $48.83万 | 0.01% | 2,177 | 1 | 0.0% | $224 | 加仓 |
| IWD | ISHARES TR | $48.74万 | 0.01% | 2,011 | 4 | 0.2% | $970 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $48.58万 | 0.01% | 4,106 | 334 | 8.9% | $3.95万 | 加仓 |
| MTZ | MASTEC INC | $48.51万 | 0.01% | 1,166 | 64 | 5.8% | $2.66万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $48.49万 | 0.01% | 3,170 | 195 | 6.6% | $2.98万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $48.37万 | 0.01% | 4,315 | -38 | -0.9% | -$4,260 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $48.36万 | 0.01% | 6,989 | 654 | 10.3% | $4.53万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $48.35万 | 0.01% | 26,065 | 11,151 | 74.8% | $20.69万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $48.35万 | 0.01% | 18,857 | 678 | 3.7% | $1.74万 | 加仓 |
| FNV | FRANCO NEV CORP | $48.13万 | 0.01% | 2,309 | -146 | -5.9% | -$3.04万 | 减仓 |
| COMT | ISHARES U S ETF TR | $47.82万 | 0.01% | 15,746 | 2,139 | 15.7% | $6.50万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $47.76万 | 0.01% | 11,855 | 2,056 | 21.0% | $8.28万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $47.73万 | 0.01% | 20,156 | -2,299 | -10.2% | -$5.44万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $47.60万 | 0.01% | 9,957 | 235 | 2.4% | $1.12万 | 加仓 |
| EMBJ | EMBRAER S.A. | $47.45万 | 0.01% | 7,437 | -1 | -0.0% | -$64 | 减仓 |
| — | INNOVATOR ETFS TRUST | $47.32万 | 0.01% | 15,632 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $47.26万 | 0.01% | 5,287 | 615 | 13.2% | $5.50万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $47.25万 | 0.01% | 8,193 | 1,404 | 20.7% | $8.10万 | 加仓 |
| ES | EVERSOURCE ENERGY | $47.24万 | 0.01% | 6,537 | 322 | 5.2% | $2.33万 | 加仓 |