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 |
|---|---|---|---|---|---|---|---|---|
| BAM | BROOKFIELD ASSET MANAGMT LTD | $47.23万 | 0.01% | 10,531 | 2,203 | 26.5% | $9.88万 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC | $47.05万 | 0.01% | 16,674 | 1 | 0.0% | $28 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $46.73万 | 0.01% | 6,049 | 203 | 3.5% | $1.57万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $46.72万 | 0.01% | 1,301 | 77 | 6.3% | $2.77万 | 加仓 |
| PAVE | GLOBAL X FDS | $46.28万 | 0.01% | 7,854 | -238 | -2.9% | -$1.40万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $46.15万 | 0.01% | 79,836 | -2,094 | -2.6% | -$1.21万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $46.09万 | 0.01% | 10,798 | -1,947 | -15.3% | -$8.31万 | 减仓 |
| ADSK | AUTODESK INC | $45.94万 | 0.01% | 2,363 | -580 | -19.7% | -$11.28万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $45.87万 | 0.01% | 4,287 | 217 | 5.3% | $2.32万 | 加仓 |
| BOXX | EA SERIES TRUST | $45.84万 | 0.01% | 3,915 | 191 | 5.1% | $2.24万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $45.82万 | 0.01% | 3,449 | 130 | 3.9% | $1.73万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $45.81万 | 0.01% | 10,608 | -2,870 | -21.3% | -$12.39万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $45.79万 | 0.01% | 2,473 | 338 | 15.8% | $6.26万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $45.70万 | 0.01% | 16,857 | 6,553 | 63.6% | $17.76万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $45.66万 | 0.01% | 10,070 | -763 | -7.0% | -$3.46万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $45.63万 | 0.01% | 14,473 | 2,793 | 23.9% | $8.81万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $45.37万 | 0.01% | 23,482 | -91 | -0.4% | -$1,758 | 减仓 |
| GNRC | GENERAC HLDGS INC | $45.36万 | 0.01% | 1,549 | 66 | 4.5% | $1.93万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $45.30万 | 0.01% | 5,035 | 2,287 | 83.2% | $20.57万 | 加仓 |
| NUMG | NUSHARES ETF TR | $45.29万 | 0.01% | 9,644 | 3,574 | 58.9% | $16.78万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $45.09万 | 0.01% | 2,410 | -243 | -9.2% | -$4.55万 | 减仓 |
| IGF | ISHARES TR | $44.91万 | 0.01% | 6,743 | 1 | 0.0% | $67 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $44.91万 | 0.01% | 14,671 | 14,671 | — | $44.91万 | 新建仓 |
| ETSY | ETSY INC | $44.78万 | 0.01% | 5,944 | 1,598 | 36.8% | $12.04万 | 加仓 |
| DG | DOLLAR GEN CORP | $44.63万 | 0.01% | 3,877 | 577 | 17.5% | $6.64万 | 加仓 |
| SNPS | SYNOPSYS INC 看涨期权 | $44.61万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $44.36万 | 0.01% | 5,805 | 46 | 0.8% | $3,515 | 加仓 |
| PKX | POSCO HOLDINGS INC | $44.33万 | 0.01% | 8,628 | -438 | -4.8% | -$2.25万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $44.27万 | 0.01% | 7,351 | 938 | 14.6% | $5.65万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $44.24万 | 0.01% | 9,564 | -70 | -0.7% | -$3,238 | 减仓 |
| XEL | XCEL ENERGY INC | $43.97万 | 0.01% | 5,476 | 1,045 | 23.6% | $8.39万 | 加仓 |
| — | NXG NEXTGEN INFRASTR INCM FD | $43.88万 | 0.01% | 6,781 | 48 | 0.7% | $3,106 | 加仓 |
| FOXA | FOX CORP | $43.68万 | 0.01% | 8,374 | 71 | 0.9% | $3,703 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $43.67万 | 0.01% | 44,512 | -1,849 | -4.0% | -$1.81万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $43.59万 | 0.01% | 2,046 | -244 | -10.7% | -$5.20万 | 减仓 |
| CCK | CROWN HLDGS INC | $43.49万 | 0.01% | 3,889 | -387 | -9.1% | -$4.33万 | 减仓 |
| R | RYDER SYS INC | $43.31万 | 0.01% | 1,642 | 229 | 16.2% | $6.04万 | 加仓 |
| NULV | NUSHARES ETF TR | $43.22万 | 0.01% | 8,645 | 3,736 | 76.1% | $18.68万 | 加仓 |
| ALLY | ALLY FINL INC | $43.18万 | 0.01% | 9,398 | 1,829 | 24.2% | $8.40万 | 加仓 |
| TRGP | TARGA RES CORP | $43.17万 | 0.01% | 1,610 | 10 | 0.6% | $2,682 | 加仓 |
| SOXX | ISHARES TR | $43.06万 | 0.01% | 672 | 672 | — | $43.06万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $42.98万 | 0.01% | 1,271 | 161 | 14.5% | $5.44万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $42.94万 | 0.01% | 9,386 | -76 | -0.8% | -$3,477 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $42.86万 | 0.01% | 10,713 | 10,713 | — | $42.86万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $42.81万 | 0.01% | 1,550 | 1,550 | — | $42.81万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $42.81万 | 0.01% | 2,199 | -83 | -3.6% | -$1.62万 | 减仓 |
| HLN | HALEON PLC | $42.70万 | 0.01% | 45,768 | -4,517 | -9.0% | -$4.21万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $42.56万 | 0.01% | 2,255 | 709 | 45.9% | $13.38万 | 加仓 |
| RACE | FERRARI N V | $42.49万 | 0.01% | 1,141 | 143 | 14.3% | $5.33万 | 加仓 |
| PPL | PPL CORP | $42.43万 | 0.01% | 11,672 | 570 | 5.1% | $2.07万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $42.06万 | 0.01% | 1,000 | 1,000 | — | $42.06万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $41.98万 | 0.01% | 10,159 | -5,317 | -34.4% | -$21.97万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $41.97万 | 0.01% | 4,143 | 1,194 | 40.5% | $12.10万 | 加仓 |
| SJM | SMUCKER J M CO | $41.90万 | 0.01% | 3,725 | 3,725 | — | $41.90万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $41.88万 | 0.01% | 10,584 | 1,230 | 13.1% | $4.87万 | 加仓 |
| CCJ | CAMECO CORP | $41.85万 | 0.01% | 4,109 | -133 | -3.1% | -$1.35万 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $41.65万 | 0.01% | 27,385 | 3,490 | 14.6% | $5.31万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $41.63万 | 0.01% | 3,663 | 415 | 12.8% | $4.72万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $41.43万 | 0.01% | 718 | 165 | 29.8% | $9.52万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $41.42万 | 0.01% | 1,739 | -76 | -4.2% | -$1.81万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $41.41万 | 0.01% | 2,484 | 328 | 15.2% | $5.47万 | 加仓 |
| WAT | WATERS CORP | $41.34万 | 0.01% | 1,102 | 47 | 4.5% | $1.76万 | 加仓 |
| EXEL | EXELIXIS INC | $41.03万 | 0.01% | 7,541 | 1,559 | 26.1% | $8.48万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $41.01万 | 0.01% | 4,094 | 734 | 21.8% | $7.35万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $41.00万 | 0.01% | 4,231 | 1,586 | 60.0% | $15.37万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $40.99万 | 0.01% | 25,813 | 3,993 | 18.3% | $6.34万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $40.89万 | 0.01% | 1,668 | 43 | 2.6% | $1.05万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $40.88万 | 0.01% | 12,067 | 649 | 5.7% | $2.20万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $40.87万 | 0.01% | 4,051 | 68 | 1.7% | $6,860 | 加仓 |
| VNO | VORNADO RLTY TR | $40.76万 | 0.01% | 10,371 | 2,142 | 26.0% | $8.42万 | 加仓 |
| RDDT | REDDIT INC | $40.72万 | 0.01% | 2,346 | 718 | 44.1% | $12.46万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $40.69万 | 0.01% | 10,694 | 2,823 | 35.9% | $10.74万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $40.68万 | 0.01% | 88,049 | 2,340 | 2.7% | $1.08万 | 加仓 |
| MET | METLIFE INC | $40.65万 | 0.01% | 4,804 | 784 | 19.5% | $6.63万 | 加仓 |
| NMR | NOMURA HLDGS INC | $40.46万 | 0.01% | 46,084 | 5,079 | 12.4% | $4.46万 | 加仓 |
| PINS | PINTEREST INC | $40.41万 | 0.01% | 19,215 | 5,085 | 36.0% | $10.69万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $40.41万 | 0.01% | 1,194 | 272 | 29.5% | $9.20万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $40.30万 | 0.01% | 1,378 | 18 | 1.3% | $5,264 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $40.16万 | 0.01% | 5,739 | 32 | 0.6% | $2,239 | 加仓 |
| CGNX | COGNEX CORP | $40.13万 | 0.01% | 5,541 | 5,541 | — | $40.13万 | 新建仓 |
| PCG | PG&E CORP | $40.12万 | 0.01% | 23,853 | 3,980 | 20.0% | $6.69万 | 加仓 |
| EVR | EVERCORE INC | $40.05万 | 0.01% | 1,173 | 268 | 29.6% | $9.15万 | 加仓 |
| REG | REGENCY CTRS CORP | $40.03万 | 0.01% | 5,020 | 388 | 8.4% | $3.09万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $39.82万 | 0.01% | 1,708 | -4 | -0.2% | -$933 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $39.75万 | 0.01% | 1,420 | -159 | -10.1% | -$4.45万 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $39.70万 | 0.01% | 1,568 | -76 | -4.6% | -$1.92万 | 减仓 |
| XT | ISHARES TR | $39.69万 | 0.01% | 4,804 | 566 | 13.4% | $4.68万 | 加仓 |
| NTR | NUTRIEN LTD | $39.67万 | 0.01% | 6,302 | -8 | -0.1% | -$504 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $39.55万 | 0.01% | 8,988 | 337 | 3.9% | $1.48万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $39.50万 | 0.01% | 10,309 | -877 | -7.8% | -$3.36万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $39.46万 | 0.01% | 6,084 | -517 | -7.8% | -$3.35万 | 减仓 |
| UNG | UNITED STS NAT GAS FD LP | $39.42万 | 0.01% | 33,632 | 7,850 | 30.4% | $9.20万 | 加仓 |
| — | AMES NATL CORP | $39.40万 | 0.01% | 13,308 | 1 | 0.0% | $30 | 加仓 |
| AYI | ACUITY INC | $39.40万 | 0.01% | 1,046 | 319 | 43.9% | $12.02万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $39.35万 | 0.01% | 1,472 | 173 | 13.3% | $4.63万 | 加仓 |
| KHC | KRAFT HEINZ CO | $39.21万 | 0.01% | 16,598 | 16,598 | — | $39.21万 | 新建仓 |
| INCY | INCYTE CORP | $39.19万 | 0.01% | 3,457 | 614 | 21.6% | $6.96万 | 加仓 |
| XYLD | GLOBAL X FDS | $38.94万 | 0.01% | 9,546 | 467 | 5.1% | $1.90万 | 加仓 |
| BUXX | EA SERIES TRUST | $38.79万 | 0.01% | 19,164 | -78 | -0.4% | -$1,579 | 减仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $38.70万 | 0.01% | 6,948 | 0 | 0.0% | — | 不变 |