13FBOX
Compound Planning, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Compound Planning, Inc.

No.1158
最新持仓市值 (Q2 2026)
$38.39亿
环比变动 Q1 2026
+$5.80亿+17.8%
持仓股票数
1248
新买入
129
加仓
701
减仓
392
清仓
79
持股不变
26
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
3.81%3.7%$1.46亿50.6万股$1.20亿47.5万股+3.2万股+6.64%加仓
IiShares安硕信托IVV
3.07%2.9%$1.18亿15.8万股$9,436.7万14.4万股+1.3万股+9.03%加仓
AAlphabet Inc Class CGOOG
2.26%2.15%$8,667.3万24.5万股$6,996.1万24.4万股+1,418股+0.58%加仓
IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF
2.15%2.31%$8,248.0万201.4万股$7,543.7万193.6万股+7.7万股+4.00%加仓
V先锋领航·FTSEVEA
2.11%2.14%$8,082.8万113.4万股$6,978.4万108.9万股+4.5万股+4.17%加仓
英伟达NVDA
1.92%1.85%$7,386.7万36.9万股$6,042.7万34.6万股+2.3万股+6.55%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.85%1.81%$7,086.1万209.4万股$5,898.4万202.5万股+6.9万股+3.41%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
1.82%1.85%$7,001.8万201.1万股$6,022.0万197.4万股+3.7万股+1.87%加仓
博通AVGO
1.65%1.27%$6,337.7万16.8万股$4,124.6万13.3万股+3.5万股+25.90%加仓
谷歌AGOOGL
1.55%1.47%$5,945.4万16.6万股$4,788.2万16.7万股-144股-0.09%减仓
IiShares安硕信托LRGF
1.54%1.58%$5,907.1万78.1万股$5,135.2万77.8万股+2,996股+0.39%加仓
亚马逊AMZN
1.37%1.44%$5,256.7万22.1万股$4,698.5万22.6万股-5,042股-2.23%减仓
微软MSFT
1.31%1.32%$5,038.6万13.5万股$4,294.0万11.6万股+1.9万股+16.44%加仓
RobinhoodHOOD
1.25%1.02%$4,813.6万48.0万股$3,315.8万47.8万股+1,557股+0.33%加仓
V先锋领航·TOTALBND
1.23%1.52%$4,708.8万64.1万股$4,945.1万67.2万股-3.0万股-4.48%减仓
V先锋领航指数基金VUG
1.22%1.18%$4,692.3万54.5万股$3,848.5万8.8万股+45.7万股+518.24%加仓
V先锋领航·FSTEVWO
1.17%1.23%$4,488.7万75.2万股$4,016.0万74.3万股+8,998股+1.21%加仓
Meta平台META
1.09%1.21%$4,170.8万7.4万股$3,950.9万6.9万股+4,987股+7.22%加仓
V先锋领航指数基金VB
1.09%1.1%$4,169.1万13.8万股$3,591.9万13.7万股+402股+0.29%加仓
EETFIS SER TR INFLT
0.98%1.03%$3,758.0万163.7万股$3,356.1万147.5万股+16.2万股+11.00%加仓
V先锋领航指数基金VTV
0.94%0.92%$3,620.1万16.6万股$3,004.1万15.3万股+1.3万股+8.49%加仓
COINBASE GLOBALCOIN
0.93%1.32%$3,580.8万24.5万股$4,312.3万24.7万股-2,028股-0.82%减仓
A美国世纪ETF信托AVEM
0.89%0.91%$3,413.7万35.4万股$2,967.8万36.8万股-1.5万股-3.94%减仓
IiShares安硕信托IUSB
0.87%0.9%$3,326.7万72.1万股$2,925.9万63.3万股+8.7万股+13.80%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.85%0.77%$3,247.3万12.9万股$2,519.6万13.9万股-1.0万股-7.30%减仓
艾伯维ABBV
0.82%0.29%$3,138.9万12.5万股$948.2万4.4万股+8.1万股+186.10%加仓
伯克希尔哈撒韦BRK.B
0.8%0.91%$3,065.1万6.1万股$2,982.0万6.2万股-975股-1.57%减仓
B贝莱德·ETF TRUST IIBINC
0.79%0.77%$3,041.3万58.1万股$2,510.9万48.4万股+9.8万股+20.17%加仓
G通用动力VTI
0.75%0.76%$2,868.1万7.8万股$2,468.4万7.7万股+565股+0.73%加仓
摩根大通JPM
0.66%0.68%$2,525.1万7.7万股$2,230.6万7.6万股+1,312股+1.73%加仓
IiShares安硕信托AGG
0.64%0.91%$2,460.1万24.9万股$2,969.3万29.9万股-5.1万股-16.90%减仓
COHEN AND STEERS INFRASTUTF
0.63%0.62%$2,419.0万85.2万股$2,034.2万77.4万股+7.8万股+10.12%加仓
IiShares安硕信托IEFA
0.63%0.69%$2,410.8万25.0万股$2,237.2万24.7万股+2,492股+1.01%加仓
IiShares安硕信托IFRA
0.62%0.58%$2,377.9万37.7万股$1,897.9万33.2万股+4.5万股+13.68%加仓
IiShares安硕·RUSSELLIWF
0.57%0.5%$2,203.6万17.7万股$1,630.5万3.8万股+13.9万股+364.11%加仓
PPIMCO太平洋投资管理ETFMINT
0.56%0.29%$2,163.8万21.5万股$941.2万9.4万股+12.1万股+129.35%加仓
美光科技MU
0.56%0.15%$2,147.2万1.9万股$500.0万1.5万股+3,803股+25.70%加仓
台积电TSM
0.56%0.45%$2,137.3万4.5万股$1,480.6万4.4万股+942股+2.15%加仓
I景顺QQQ信托VOO
0.56%0.53%$2,137.2万2.9万股$1,723.1万3.0万股-832股-2.79%减仓
SSPDR标普500 ETFSPY
0.55%0.62%$2,099.9万2.8万股$2,027.2万3.1万股-3,052股-9.79%减仓
卡特彼勒CAT
0.52%0.39%$2,010.5万1.9万股$1,278.2万1.8万股+837股+4.64%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.51%0.51%$1,941.8万67.1万股$1,652.4万65.8万股+1.2万股+1.85%加仓
V先锋领航指数基金VOO
0.5%0.51%$1,928.8万2.8万股$1,678.4万2.8万股-5股-0.02%减仓
TTHOR Equal Weight Low Volatility ETFTHLV
0.5%0.52%$1,923.2万57.7万股$1,692.4万53.0万股+4.6万股+8.76%加仓
S嘉信策略信托SCHF
0.49%0.52%$1,884.9万68.0万股$1,687.4万68.2万股-1,298股-0.19%减仓
特斯拉TSLA
0.47%0.49%$1,818.8万4.3万股$1,603.0万4.3万股+121股+0.28%加仓
V先锋领航市政债券基金VTEB
0.47%0.48%$1,794.8万35.5万股$1,555.4万31.2万股+4.3万股+13.82%加仓
PPacer基金信托COWZ
0.45%0.49%$1,739.9万28.0万股$1,606.2万25.7万股+2.3万股+8.95%加仓
CCAMBRIA ETF TRTRTY
0.45%0.47%$1,715.6万21.7万股$1,518.6万20.1万股+1.6万股+7.72%加仓
强生JNJ
0.44%0.46%$1,671.0万6.6万股$1,500.6万6.1万股+4,405股+7.18%加仓

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