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
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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
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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 |
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | $40.22万 | 0.01% | 347 | -81 | -18.9% | -$9.39万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $40.15万 | 0.01% | 46,361 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $40.12万 | 0.01% | 1,600 | 176 | 12.4% | $4.41万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $40.11万 | 0.01% | 85,709 | -1,057 | -1.2% | -$4,947 | 减仓 |
| — | WEBSTER FINL CORP | $39.98万 | 0.01% | 5,759 | 703 | 13.9% | $4.88万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $39.94万 | 0.01% | 7,427 | 7,427 | — | $39.94万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $39.89万 | 0.01% | 2,110 | 269 | 14.6% | $5.09万 | 加仓 |
| SNPS | SYNOPSYS INC 看涨期权 | $39.65万 | 0.01% | 1,000 | -1,000 | -50.0% | -$39.65万 | 重新持有 |
| AGNC | AGNC INVT CORP | $39.58万 | 0.01% | 39,465 | -252 | -0.6% | -$2,528 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $39.58万 | 0.01% | 7,345 | -2,221 | -23.2% | -$11.97万 | 减仓 |
| PYLD | PIMCO ETF TR | $39.42万 | 0.01% | 15,047 | 561 | 3.9% | $1.47万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $39.37万 | 0.01% | 8,856 | 2,965 | 50.3% | $13.18万 | 加仓 |
| BPOP | POPULAR INC | $39.35万 | 0.01% | 2,933 | 488 | 20.0% | $6.55万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $39.33万 | 0.01% | 9,799 | 3,328 | 51.4% | $13.36万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $39.30万 | 0.01% | 4,269 | -636 | -13.0% | -$5.86万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $39.27万 | 0.01% | 2,596 | 1,027 | 65.5% | $15.54万 | 重新持有 |
| PSP | INVESCO EXCHANGE TRADED FD T | $39.27万 | 0.01% | 6,948 | 6,948 | — | $39.27万 | 新建仓 |
| ROL | ROLLINS INC | $39.23万 | 0.01% | 7,344 | 334 | 4.8% | $1.78万 | 加仓 |
| DG | DOLLAR GEN CORP | $39.19万 | 0.01% | 3,300 | -207 | -5.9% | -$2.46万 | 减仓 |
| HDB | HDFC BANK LTD | $39.17万 | 0.01% | 15,745 | -45,344 | -74.2% | -$112.81万 | 减仓 |
| ET | ENERGY TRANSFER L P | $39.17万 | 0.01% | 20,295 | 7,391 | 57.3% | $14.26万 | 重新持有 |
| HSY | HERSHEY CO | $39.12万 | 0.01% | 1,882 | 265 | 16.4% | $5.51万 | 加仓 |
| BUXX | EA SERIES TRUST | $38.96万 | 0.01% | 19,242 | 790 | 4.3% | $1.60万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $38.39万 | 0.01% | 9,634 | 895 | 10.2% | $3.57万 | 加仓 |
| CLH | CLEAN HARBORS INC | $38.28万 | 0.01% | 1,335 | 244 | 22.4% | $7.00万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $38.12万 | 0.01% | 6,601 | 49 | 0.7% | $2,829 | 加仓 |
| NIO | NIO INC | $38.01万 | 0.01% | 63,038 | 21,589 | 52.1% | $13.02万 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC | $38.00万 | 0.01% | 16,673 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $38.00万 | 0.01% | 1,493 | 47 | 3.3% | $1.20万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $37.87万 | 0.01% | 7,606 | -2,461 | -24.4% | -$12.25万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $37.83万 | 0.01% | 3,319 | -386 | -10.4% | -$4.40万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $37.79万 | 0.01% | 21,820 | 9,624 | 78.9% | $16.67万 | 加仓 |
| AIZ | ASSURANT INC | $37.75万 | 0.01% | 1,733 | 112 | 6.9% | $2.44万 | 加仓 |
| — | AMES NATL CORP | $37.55万 | 0.01% | 13,307 | 1 | 0.0% | $28 | 加仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $37.42万 | 0.01% | 17,414 | 17,414 | — | $37.42万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $37.36万 | 0.01% | 9,462 | -2,739 | -22.4% | -$10.81万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $37.33万 | 0.01% | 5,743 | 412 | 7.7% | $2.68万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $37.32万 | 0.01% | 1,890 | -1,040 | -35.5% | -$20.54万 | 减仓 |
| IVZ | INVESCO LTD | $37.19万 | 0.01% | 15,313 | 2,475 | 19.3% | $6.01万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $37.02万 | 0.01% | 8,328 | -6,988 | -45.6% | -$31.06万 | 减仓 |
| — | NXG NEXTGEN INFRASTR INCM FD | $36.98万 | 0.01% | 6,733 | 151 | 2.3% | $8,294 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $36.82万 | 0.01% | 8,651 | 8,651 | — | $36.82万 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $36.73万 | 0.01% | 23,895 | -4,419 | -15.6% | -$6.79万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $36.69万 | 0.01% | 13,635 | -10,503 | -43.5% | -$28.26万 | 减仓 |
| INFL | LISTED FDS TR | $36.69万 | 0.01% | 7,048 | -14,624 | -67.5% | -$76.13万 | 减仓 |
| — | ARROW INVTS TR | $36.65万 | 0.01% | 3,662 | 3,662 | — | $36.65万 | 新建仓 |
| RMD | RESMED INC | $36.59万 | 0.01% | 1,630 | -98 | -5.7% | -$2.20万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $36.50万 | 0.01% | 6,335 | 415 | 7.0% | $2.39万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $36.40万 | 0.01% | 696 | 58 | 9.1% | $3.03万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $36.40万 | 0.01% | 10,193 | 10,193 | — | $36.40万 | 新建仓 |
| ALLE | ALLEGION PLC | $36.34万 | 0.01% | 2,501 | -14 | -0.6% | -$2,034 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $36.13万 | 0.01% | 4,887 | -586 | -10.7% | -$4.33万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $36.11万 | 0.01% | 761 | 761 | — | $36.11万 | 新建仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $36.03万 | 0.01% | 14,315 | 14,315 | — | $36.03万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $35.98万 | 0.01% | 9,722 | 1,304 | 15.5% | $4.83万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $35.93万 | 0.01% | 2,508 | 177 | 7.6% | $2.54万 | 加仓 |
| AES | AES CORP | $35.92万 | 0.01% | 25,495 | -15,195 | -37.3% | -$21.41万 | 减仓 |
| DOCU | DOCUSIGN INC | $35.91万 | 0.01% | 7,574 | 987 | 15.0% | $4.68万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $35.88万 | 0.01% | 2,208 | -3,361 | -60.4% | -$54.62万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $35.82万 | 0.01% | 12,861 | 12,861 | — | $35.82万 | 新建仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $35.73万 | 0.01% | 2,652 | 232 | 9.6% | $3.13万 | 加仓 |
| GOVT | ISHARES TR | $35.65万 | 0.01% | 15,562 | 4,057 | 35.3% | $9.29万 | 加仓 |
| XYLD | GLOBAL X FDS | $35.53万 | 0.01% | 9,079 | 842 | 10.2% | $3.29万 | 加仓 |
| GRMN | GARMIN LTD | $35.50万 | 0.01% | 1,530 | 246 | 19.2% | $5.71万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $35.50万 | 0.01% | 13,380 | 1,651 | 14.1% | $4.38万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $35.46万 | 0.01% | 3,492 | -35 | -1.0% | -$3,554 | 减仓 |
| MTZ | MASTEC INC | $35.46万 | 0.01% | 1,102 | 113 | 11.4% | $3.64万 | 加仓 |
| GGG | GRACO INC | $35.45万 | 0.01% | 4,188 | 1,444 | 52.6% | $12.22万 | 加仓 |
| MNTN | MNTN INC | $35.20万 | 0.01% | 40,000 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $35.20万 | 0.01% | 4,431 | -223 | -4.8% | -$1.77万 | 减仓 |
| REG | REGENCY CTRS CORP | $35.04万 | 0.01% | 4,632 | 1,242 | 36.6% | $9.40万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $35.02万 | 0.01% | 2,156 | -1,449 | -40.2% | -$23.54万 | 减仓 |
| PCG | PG&E CORP | $34.92万 | 0.01% | 19,873 | 3,805 | 23.7% | $6.69万 | 加仓 |
| ORI | OLD REP INTL CORP | $34.90万 | 0.01% | 8,746 | 583 | 7.1% | $2.33万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $34.80万 | 0.01% | 4,062 | -166 | -3.9% | -$1.42万 | 减仓 |
| ATI | ATI INC | $34.59万 | 0.01% | 2,378 | 320 | 15.5% | $4.65万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $34.56万 | 0.01% | 2,016 | 555 | 38.0% | $9.51万 | 加仓 |
| HYG | ISHARES TR | $34.54万 | 0.01% | 4,341 | 1,732 | 66.4% | $13.78万 | 加仓 |
| RS | RELIANCE INC | $34.53万 | 0.01% | 1,136 | 62 | 5.8% | $1.88万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $34.49万 | 0.01% | 1,628 | 177 | 12.2% | $3.75万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $34.47万 | 0.01% | 5,987 | 1,330 | 28.6% | $7.66万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $34.39万 | 0.01% | 11,418 | 1,075 | 10.4% | $3.24万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $34.39万 | 0.01% | 1,588 | 282 | 21.6% | $6.11万 | 加仓 |
| AOR | ISHARES TR | $34.32万 | 0.01% | 5,334 | -1 | -0.0% | -$64 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $34.31万 | 0.01% | 3,983 | 3,983 | — | $34.31万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $34.18万 | 0.01% | 2,198 | -284 | -11.4% | -$4.42万 | 减仓 |
| DLTR | DOLLAR TREE INC | $34.13万 | 0.01% | 3,117 | 86 | 2.8% | $9,418 | 加仓 |
| UNM | UNUM GROUP | $34.12万 | 0.01% | 4,672 | -634 | -11.9% | -$4.63万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $33.99万 | 0.01% | 1,815 | 322 | 21.6% | $6.03万 | 重新持有 |
| IMO | IMPERIAL OIL LTD | $33.97万 | 0.01% | 2,597 | 88 | 3.5% | $1.15万 | 加仓 |
| IBB | ISHARES TR | $33.96万 | 0.01% | 2,011 | 75 | 3.9% | $1.27万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $33.83万 | 0.01% | 7,052 | 1,402 | 24.8% | $6.73万 | 加仓 |
| RACE | FERRARI N V | $33.79万 | 0.01% | 998 | 50 | 5.3% | $1.69万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $33.66万 | 0.01% | 3,360 | -5,589 | -62.5% | -$56.00万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $33.64万 | 0.01% | 11,680 | 2,563 | 28.1% | $7.38万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $33.60万 | 0.01% | 6,835 | -33 | -0.5% | -$1,622 | 减仓 |
| CINF | CINCINNATI FINL CORP | $33.60万 | 0.01% | 2,135 | -12 | -0.6% | -$1,888 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $33.33万 | 0.01% | 6,413 | 1,326 | 26.1% | $6.89万 | 加仓 |
| — | PACER FDS TR | $32.87万 | 0.01% | 8,946 | -1,853 | -17.2% | -$6.81万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $32.87万 | 0.01% | 7,090 | 1,104 | 18.4% | $5.12万 | 加仓 |