Compass Financial Services Inc
WEST DES MOINES IA · SEC CIK 0002039088
$2.31亿2026Q1 申报市值
56持仓数
65.9%前十大占比 · 第一大 15.7%
3 / 239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
RDVY 加仓+$890.26万
HELO 加仓+$418.80万
RDVI 新建仓+$389.80万
FGD 新建仓+$311.21万
QYLD 加仓+$250.90万
2026Q1 卖出最多 按季末市值估算
DGRW 减仓-$860.20万
KNG 减仓-$454.90万
GLOBAL X 清仓-$235.69万
JPST 减仓-$228.80万
DIVB 减仓-$211.07万
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 |
|---|---|---|---|---|---|---|---|---|
| USB | U S BANCORP DE | $0 | 0.00% | 0 | -961 | -100.0% | -$5.13万 | 清仓 |
| IBIT | ISHARES BITCOIN | $0 | 0.00% | 0 | -1,025 | -100.0% | -$5.09万 | 清仓 |
| VWO | VANGUARD FSTE | $0 | 0.00% | 0 | -941 | -100.0% | -$5.06万 | 清仓 |
| VT | VANGUARD TOTAL | $0 | 0.00% | 0 | -355 | -100.0% | -$5.01万 | 清仓 |
| CSCO | CISCO SYSTEMS | $0 | 0.00% | 0 | -650 | -100.0% | -$5.01万 | 清仓 |
| GLD | SPDR GOLD | $0 | 0.00% | 0 | -122 | -100.0% | -$4.83万 | 清仓 |
| IVW | ISHARES S&P | $0 | 0.00% | 0 | -391 | -100.0% | -$4.82万 | 清仓 |
| SCHD | SCHWAB US | $0 | 0.00% | 0 | -1,722 | -100.0% | -$4.72万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -227 | -100.0% | -$4.70万 | 清仓 |
| XLI | STATE STREET | $0 | 0.00% | 0 | -300 | -100.0% | -$4.66万 | 清仓 |
| USMV | ISHARES MSCI | $0 | 0.00% | 0 | -491 | -100.0% | -$4.63万 | 清仓 |
| BG | BUNGE GLOBAL | $0 | 0.00% | 0 | -504 | -100.0% | -$4.49万 | 清仓 |
| — | INVESCO ZACKS | $0 | 0.00% | 0 | -388 | -100.0% | -$4.30万 | 清仓 |
| VBR | VANGUARD SMALL | $0 | 0.00% | 0 | -198 | -100.0% | -$4.19万 | 清仓 |
| MO | ALTRIA GROUP | $0 | 0.00% | 0 | -717 | -100.0% | -$4.13万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -232 | -100.0% | -$4.12万 | 清仓 |
| SOXX | ISHARES SEMICONDUCTOR | $0 | 0.00% | 0 | -134 | -100.0% | -$4.04万 | 清仓 |
| JCI | JOHNSON CONTROLS | $0 | 0.00% | 0 | -336 | -100.0% | -$4.03万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -89 | -100.0% | -$4.00万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -78 | -100.0% | -$4.00万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -275 | -100.0% | -$3.94万 | 清仓 |
| PJUL | INNOVATOR U S | $0 | 0.00% | 0 | -841 | -100.0% | -$3.90万 | 清仓 |
| PSA | PUBLIC STORAGE | $0 | 0.00% | 0 | -149 | -100.0% | -$3.87万 | 清仓 |
| UNP | UNION PACIFIC CORP | $0 | 0.00% | 0 | -162 | -100.0% | -$3.74万 | 清仓 |
| — | INNOVATOR U S | $0 | 0.00% | 0 | -1,174 | -100.0% | -$3.72万 | 清仓 |
| IBM | INTL BUSINESS | $0 | 0.00% | 0 | -121 | -100.0% | -$3.59万 | 清仓 |
| PFF | ISHARES PFD | $0 | 0.00% | 0 | -1,158 | -100.0% | -$3.59万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -277 | -100.0% | -$3.58万 | 清仓 |
| GSLC | GOLDMAN SACHS | $0 | 0.00% | 0 | -267 | -100.0% | -$3.53万 | 清仓 |
| GFL | GFL ENVIRONMENTAL | $0 | 0.00% | 0 | -820 | -100.0% | -$3.52万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -503 | -100.0% | -$3.37万 | 清仓 |
| IJR | ISHARES CORE | $0 | 0.00% | 0 | -276 | -100.0% | -$3.32万 | 清仓 |
| IJH | ISHARES CORE | $0 | 0.00% | 0 | -501 | -100.0% | -$3.31万 | 清仓 |
| CALF | PACER U S | $0 | 0.00% | 0 | -724 | -100.0% | -$3.21万 | 清仓 |
| SPMD | STATE STREET | $0 | 0.00% | 0 | -553 | -100.0% | -$3.20万 | 清仓 |
| IAU | ISHARES GOLD | $0 | 0.00% | 0 | -359 | -100.0% | -$2.91万 | 清仓 |
| NJUL | INNOVATOR GROWTH | $0 | 0.00% | 0 | -401 | -100.0% | -$2.91万 | 清仓 |
| NOCT | INNOVATOR GROWTH | $0 | 0.00% | 0 | -486 | -100.0% | -$2.81万 | 清仓 |
| SPSM | STATE STREET | $0 | 0.00% | 0 | -594 | -100.0% | -$2.79万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -162 | -100.0% | -$2.75万 | 清仓 |
| EMR | EMERSON ELECTRIC | $0 | 0.00% | 0 | -201 | -100.0% | -$2.67万 | 清仓 |
| CEG | CONSTELLATION ENERGY | $0 | 0.00% | 0 | -75 | -100.0% | -$2.65万 | 清仓 |
| VV | VANGUARD LARGE | $0 | 0.00% | 0 | -84 | -100.0% | -$2.64万 | 清仓 |
| KD | KYNDRYL HOLDINGS | $0 | 0.00% | 0 | -971 | -100.0% | -$2.58万 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -353 | -100.0% | -$2.56万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -272 | -100.0% | -$2.54万 | 清仓 |
| XLU | STATE STREET | $0 | 0.00% | 0 | -592 | -100.0% | -$2.53万 | 清仓 |
| DIS | WALT DISNEY | $0 | 0.00% | 0 | -219 | -100.0% | -$2.49万 | 清仓 |
| FTCS | FIRST TRUST | $0 | 0.00% | 0 | -267 | -100.0% | -$2.47万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -125 | -100.0% | -$2.42万 | 清仓 |
| WRB | BERKLEY W R | $0 | 0.00% | 0 | -343 | -100.0% | -$2.40万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -89 | -100.0% | -$2.36万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -67 | -100.0% | -$2.36万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -160 | -100.0% | -$2.28万 | 清仓 |
| — | INNOVATOR EMERGING | $0 | 0.00% | 0 | -744 | -100.0% | -$2.21万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -600 | -100.0% | -$2.17万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -625 | -100.0% | -$2.17万 | 清仓 |
| EVLV | EVOLV TECHNOLOGIES | $0 | 0.00% | 0 | -2,930 | -100.0% | -$2.10万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -468 | -100.0% | -$2.10万 | 清仓 |
| IDU | ISHARES U S | $0 | 0.00% | 0 | -192 | -100.0% | -$2.08万 | 清仓 |
| ORLY | O REILLY AUTOMOTIVE | $0 | 0.00% | 0 | -225 | -100.0% | -$2.05万 | 清仓 |
| SDY | STATE STREET | $0 | 0.00% | 0 | -141 | -100.0% | -$1.96万 | 清仓 |
| CVS | CVS HEALTH | $0 | 0.00% | 0 | -231 | -100.0% | -$1.83万 | 清仓 |
| — | INNOVATOR EQUITY | $0 | 0.00% | 0 | -625 | -100.0% | -$1.82万 | 清仓 |
| CVX | CHEVRON CORP | $0 | 0.00% | 0 | -119 | -100.0% | -$1.81万 | 清仓 |
| JPM | JPMORGAN CHASE | $0 | 0.00% | 0 | -55 | -100.0% | -$1.78万 | 清仓 |
| SPLV | INVESCO S&P | $0 | 0.00% | 0 | -244 | -100.0% | -$1.74万 | 清仓 |
| AMD | ADVANCED MICRO | $0 | 0.00% | 0 | -78 | -100.0% | -$1.67万 | 清仓 |
| MAR | MARRIOTT INTL | $0 | 0.00% | 0 | -53 | -100.0% | -$1.64万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$1.63万 | 清仓 |
| MSOS | ADVISORSHARES PURE | $0 | 0.00% | 0 | -3,251 | -100.0% | -$1.53万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -154 | -100.0% | -$1.51万 | 清仓 |
| COWZ | PACER US | $0 | 0.00% | 0 | -250 | -100.0% | -$1.50万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY | $0 | 0.00% | 0 | -175 | -100.0% | -$1.49万 | 清仓 |
| PDI | PIMCO DYNAMIC | $0 | 0.00% | 0 | -835 | -100.0% | -$1.48万 | 清仓 |
| — | INNOVATOR EMERGING | $0 | 0.00% | 0 | -421 | -100.0% | -$1.42万 | 清仓 |
| MP | MP MATERIALS | $0 | 0.00% | 0 | -278 | -100.0% | -$1.40万 | 清仓 |
| OMF | ONEMAIN HLDGS | $0 | 0.00% | 0 | -207 | -100.0% | -$1.40万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -45 | -100.0% | -$1.39万 | 清仓 |
| USHY | ISHARES BROAD | $0 | 0.00% | 0 | -363 | -100.0% | -$1.36万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES | $0 | 0.00% | 0 | -46 | -100.0% | -$1.35万 | 清仓 |
| SONY | SONY GROUP | $0 | 0.00% | 0 | -521 | -100.0% | -$1.33万 | 清仓 |
| FPE | FIRST TRUST | $0 | 0.00% | 0 | -697 | -100.0% | -$1.27万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -202 | -100.0% | -$1.26万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -14 | -100.0% | -$1.18万 | 清仓 |
| ROK | ROCKWELL AUTOMATION | $0 | 0.00% | 0 | -30 | -100.0% | -$1.17万 | 清仓 |
| BNDX | VANGUARD TOTAL | $0 | 0.00% | 0 | -241 | -100.0% | -$1.16万 | 清仓 |
| EMB | ISHARES JPMORGAN | $0 | 0.00% | 0 | -118 | -100.0% | -$1.14万 | 清仓 |
| JEPI | JPMORGAN | $0 | 0.00% | 0 | -198 | -100.0% | -$1.13万 | 清仓 |
| BXSL | BLACKSTONE SECURED | $0 | 0.00% | 0 | -421 | -100.0% | -$1.11万 | 清仓 |
| DUK | DUKE ENERGY | $0 | 0.00% | 0 | -93 | -100.0% | -$1.09万 | 清仓 |
| OUSA | ALPS OSHARES | $0 | 0.00% | 0 | -187 | -100.0% | -$1.08万 | 清仓 |
| SPEM | SPDR EMERGING | $0 | 0.00% | 0 | -230 | -100.0% | -$1.08万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -51 | -100.0% | -$1.06万 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$1.04万 | 清仓 |
| UNH | UNITEDHEALTH GROUP | $0 | 0.00% | 0 | -31 | -100.0% | -$1.02万 | 清仓 |
| JKHY | JACK HENRY | $0 | 0.00% | 0 | -55 | -100.0% | -$1.01万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -150 | -100.0% | -$1.01万 | 清仓 |
| FBIN | FORTUNE BRANDS | $0 | 0.00% | 0 | -200 | -100.0% | -$1.00万 | 清仓 |
| MMM | 3M COMPANY | $0 | 0.00% | 0 | -62 | -100.0% | -$9,926 | 清仓 |