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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.19亿 | 3.65% | 468,351 | -1,402 | -0.3% | -$35.58万 | 减仓 |
| IVV | ISHARES TR | $9,436.71万 | 2.90% | 144,467 | 5,248 | 3.8% | $342.80万 | 加仓 |
| INTF | ISHARES TR | $7,543.68万 | 2.31% | 1,936,262 | -69,409 | -3.5% | -$270.42万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,978.45万 | 2.14% | 1,089,021 | -125,502 | -10.3% | -$804.22万 | 减仓 |
| GOOG | ALPHABET INC | $6,304.78万 | 1.93% | 219,786 | -19,180 | -8.0% | -$550.20万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,042.73万 | 1.85% | 346,487 | -12,622 | -3.5% | -$220.13万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $6,022.05万 | 1.85% | 1,974,442 | -118,801 | -5.7% | -$362.34万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,898.43万 | 1.81% | 2,024,864 | -72,953 | -3.5% | -$212.51万 | 减仓 |
| LRGF | ISHARES TR | $5,135.17万 | 1.58% | 778,056 | -19,399 | -2.4% | -$128.03万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $4,945.06万 | 1.52% | 671,518 | -93,327 | -12.2% | -$687.26万 | 减仓 |
| AMZN | AMAZON COM INC | $4,542.33万 | 1.39% | 218,098 | -15,860 | -6.8% | -$330.32万 | 减仓 |
| GOOGL | ALPHABET INC | $4,512.11万 | 1.38% | 156,910 | 1,780 | 1.1% | $51.19万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $4,312.28万 | 1.32% | 246,967 | -22,449 | -8.3% | -$391.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,294.00万 | 1.32% | 116,001 | -7,044 | -5.7% | -$260.75万 | 减仓 |
| AVGO | BROADCOM INC | $4,124.57万 | 1.27% | 133,261 | 6,779 | 5.4% | $209.82万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,015.96万 | 1.23% | 743,008 | -88,780 | -10.7% | -$479.86万 | 减仓 |
| META | META PLATFORMS INC | $3,950.93万 | 1.21% | 69,057 | -3,458 | -4.8% | -$197.84万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,848.54万 | 1.18% | 88,110 | 12,002 | 15.8% | $524.23万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,591.89万 | 1.10% | 137,137 | -17,709 | -11.4% | -$463.83万 | 减仓 |
| NFLT | ETFIS SER TR I | $3,356.13万 | 1.03% | 1,475,222 | -176,107 | -10.7% | -$400.64万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $3,315.76万 | 1.02% | 478,464 | -63,211 | -11.7% | -$438.05万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,004.12万 | 0.92% | 153,115 | 25,336 | 19.8% | $497.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,981.99万 | 0.91% | 62,229 | -933 | -1.5% | -$44.71万 | 减仓 |
| AGG | ISHARES TR | $2,969.27万 | 0.91% | 299,111 | 27,484 | 10.1% | $272.83万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,967.82万 | 0.91% | 368,308 | -992 | -0.3% | -$7.99万 | 减仓 |
| IUSB | ISHARES TR | $2,925.91万 | 0.90% | 633,452 | 59,455 | 10.4% | $274.62万 | 加仓 |
| IYW | ISHARES TR | $2,519.62万 | 0.77% | 138,883 | 5,237 | 3.9% | $95.01万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,510.90万 | 0.77% | 483,516 | -95,406 | -16.5% | -$495.44万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,468.37万 | 0.76% | 76,942 | -3,634 | -4.5% | -$116.58万 | 减仓 |
| IEFA | ISHARES TR | $2,237.24万 | 0.69% | 247,127 | 37,559 | 17.9% | $340.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,230.65万 | 0.68% | 75,831 | -4,028 | -5.0% | -$118.49万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $2,034.15万 | 0.62% | 774,031 | 172,482 | 28.7% | $453.28万 | 加仓 |
| IFRA | ISHARES TR | $1,897.93万 | 0.58% | 331,806 | -5,754 | -1.7% | -$32.91万 | 减仓 |
| FIG | FIGMA INC | $1,858.66万 | 0.57% | 879,216 | -32,126 | -3.5% | -$67.91万 | 减仓 |
| — | EXXON MOBIL CORP | $1,761.79万 | 0.54% | 103,842 | 30,311 | 41.2% | $514.26万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,728.06万 | 0.53% | 26,572 | 1,462 | 5.8% | $95.08万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,723.14万 | 0.53% | 29,854 | 1,611 | 5.7% | $92.98万 | 加仓 |
| — | THOR FINL TECHNOLOGIES TR | $1,692.36万 | 0.52% | 530,355 | -3,173 | -0.6% | -$10.13万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,687.37万 | 0.52% | 681,765 | -32,169 | -4.5% | -$79.62万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,678.42万 | 0.51% | 28,089 | -56,358 | -66.7% | -$3,367.59万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,652.38万 | 0.51% | 658,318 | 637 | 0.1% | $1.60万 | 加仓 |
| IWF | ISHARES TR | $1,630.47万 | 0.50% | 38,238 | 12,493 | 48.5% | $532.70万 | 加仓 |
| COWZ | PACER FDS TR | $1,606.22万 | 0.49% | 256,749 | -33,481 | -11.5% | -$209.46万 | 减仓 |
| TSLA | TESLA INC | $1,602.99万 | 0.49% | 43,124 | -7,633 | -15.0% | -$283.73万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,555.39万 | 0.48% | 311,764 | -55,359 | -15.1% | -$276.19万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $1,518.64万 | 0.47% | 201,384 | -76,425 | -27.5% | -$576.32万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,500.62万 | 0.46% | 61,390 | 2,169 | 3.7% | $53.02万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,480.63万 | 0.45% | 43,812 | 305 | 0.7% | $10.31万 | 加仓 |
| MUB | ISHARES TR | $1,415.58万 | 0.43% | 133,357 | 73,240 | 121.8% | $777.44万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,329.49万 | 0.41% | 120,349 | 28,173 | 30.6% | $311.23万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,315.62万 | 0.40% | 60,558 | 3,540 | 6.2% | $76.91万 | 加仓 |
| CAT | CATERPILLAR INC | $1,278.17万 | 0.39% | 18,042 | -135 | -0.7% | -$9.56万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $1,182.57万 | 0.36% | 239,485 | -33,443 | -12.3% | -$165.14万 | 减仓 |
| HGER | HARBOR ETF TRUST | $1,178.25万 | 0.36% | 379,958 | 6,866 | 1.8% | $21.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,172.10万 | 0.36% | 11,763 | 2,031 | 20.9% | $202.37万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,145.15万 | 0.35% | 37,888 | 3,814 | 11.2% | $115.28万 | 加仓 |
| IJR | ISHARES TR | $1,131.83万 | 0.35% | 91,049 | 5,234 | 6.1% | $65.06万 | 加仓 |
| MRK | MERCK & CO INC | $1,125.46万 | 0.35% | 93,562 | 30,627 | 48.7% | $368.41万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1,123.08万 | 0.34% | 371,633 | 432 | 0.1% | $1.31万 | 加仓 |
| WMT | WALMART INC | $1,116.41万 | 0.34% | 89,830 | 11 | 0.0% | $1,367 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,066.91万 | 0.33% | 72,936 | -12,381 | -14.5% | -$181.11万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,058.75万 | 0.32% | 120,094 | -8,263 | -6.4% | -$72.85万 | 减仓 |
| IWM | ISHARES TR | $1,052.75万 | 0.32% | 42,450 | -806 | -1.9% | -$19.99万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,020.80万 | 0.31% | 193,406 | 9,643 | 5.2% | $50.90万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,009.51万 | 0.31% | 208,319 | 22,815 | 12.3% | $110.56万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $970.58万 | 0.30% | 426,949 | -45,947 | -9.7% | -$104.45万 | 减仓 |
| ABBV | ABBVIE INC | $948.23万 | 0.29% | 43,599 | -742 | -1.7% | -$16.14万 | 减仓 |
| MINT | PIMCO ETF TR | $941.20万 | 0.29% | 93,587 | 5,704 | 6.5% | $57.36万 | 加仓 |
| CVX | CHEVRON CORPORATION | $930.95万 | 0.29% | 44,996 | 3,087 | 7.4% | $63.87万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $928.21万 | 0.28% | 302,545 | 13,082 | 4.5% | $40.14万 | 加仓 |
| LLY | ELI LILLY & CO | $913.98万 | 0.28% | 9,937 | -292 | -2.9% | -$26.86万 | 减仓 |
| IGIB | ISHARES TR | $898.70万 | 0.28% | 168,865 | -59,172 | -25.9% | -$314.91万 | 减仓 |
| IGSB | ISHARES TR | $863.56万 | 0.26% | 164,299 | -20,417 | -11.1% | -$107.31万 | 减仓 |
| CSHI | NEOS ETF TRUST | $855.85万 | 0.26% | 171,930 | 14,614 | 9.3% | $72.75万 | 加仓 |
| USRT | ISHARES TR | $838.77万 | 0.26% | 141,708 | 602 | 0.4% | $3.56万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $829.89万 | 0.25% | 34,238 | 2 | 0.0% | $485 | 加仓 |
| NFLX | NETFLIX INC. | $801.70万 | 0.25% | 83,380 | -8,270 | -9.0% | -$79.52万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $801.07万 | 0.25% | 166,716 | -14,284 | -7.9% | -$68.63万 | 减仓 |
| BAC | BANK AMERICA CORP | $794.77万 | 0.24% | 163,030 | -13,231 | -7.5% | -$64.50万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $794.11万 | 0.24% | 85,498 | 553 | 0.7% | $5.14万 | 加仓 |
| IWB | ISHARES TR | $784.99万 | 0.24% | 22,016 | 9,021 | 69.4% | $321.65万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $782.96万 | 0.24% | 99,854 | 26,246 | 35.7% | $205.80万 | 加仓 |
| IJT | ISHARES TR | $762.10万 | 0.23% | 52,664 | -1,625 | -3.0% | -$23.52万 | 减仓 |
| FLOT | ISHARES TR | $755.96万 | 0.23% | 148,373 | 9,640 | 6.9% | $49.12万 | 加仓 |
| ASML | ASML HLDG NV | $696.56万 | 0.21% | 5,273 | 537 | 11.3% | $70.94万 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $691.33万 | 0.21% | 24,100 | 24,100 | — | $691.33万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $690.90万 | 0.21% | 8,167 | -411 | -4.8% | -$34.77万 | 减仓 |
| CRWV | COREWEAVE INC | $682.52万 | 0.21% | 88,101 | 1,024 | 1.2% | $7.93万 | 加仓 |
| DLS | WISDOMTREE TR | $677.65万 | 0.21% | 83,147 | -2,254 | -2.6% | -$18.37万 | 减仓 |
| QUAL | ISHARES TR | $674.35万 | 0.21% | 35,158 | 5,529 | 18.7% | $106.05万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $673.60万 | 0.21% | 13,481 | -2,139 | -13.7% | -$106.88万 | 减仓 |
| EFA | ISHARES TR | $672.81万 | 0.21% | 69,270 | -1,596 | -2.3% | -$15.50万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $664.78万 | 0.20% | 86,854 | 51,333 | 144.5% | $392.90万 | 加仓 |
| GE | GE AEROSPACE | $645.16万 | 0.20% | 22,735 | -1,076 | -4.5% | -$30.53万 | 减仓 |
| IEMG | ISHARES INC | $641.09万 | 0.20% | 91,912 | 37,232 | 68.1% | $259.70万 | 加仓 |
| SGOV | ISHARES TR | $640.22万 | 0.20% | 63,602 | 7,564 | 13.5% | $76.14万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $639.58万 | 0.20% | 48,125 | -1,348 | -2.7% | -$17.91万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $625.89万 | 0.19% | 75,875 | 1,241 | 1.7% | $10.24万 | 加仓 |
| V | VISA INC | $620.39万 | 0.19% | 20,527 | -1,595 | -7.2% | -$48.21万 | 减仓 |
| ITOT | ISHARES TR | $613.99万 | 0.19% | 43,108 | 20,761 | 92.9% | $295.70万 | 加仓 |