ATWOOD & PALMER INC
KANSAS CITY MO · SEC CIK 0001044929
$18.75亿2026Q2 申报市值
493持仓数
33.4%前十大占比 · 第一大 4.5%
23 / 63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
SHY 加仓+$122.34万
JEMB 加仓+$104.95万
JAAA 加仓+$102.47万
JSI 加仓+$85.59万
BONDBLOXX ETF TR 加仓+$73.24万
2026Q2 卖出最多 按季末市值估算
ON 减仓-$849.35万
HLI 减仓-$689.08万
EXXON MOBIL CORP 清仓-$284.72万
VSLU 减仓-$121.24万
GOOG 减仓-$117.69万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $8,357.83万 | 4.46% | 236,545 | -3,331 | -1.4% | -$117.69万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $6,881.44万 | 3.67% | 771,462 | 4,010 | 0.5% | $35.77万 | 加仓 |
| URI | UNITED RENTALS INC | $6,641.24万 | 3.54% | 58,622 | 57 | 0.1% | $6.46万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $6,508.42万 | 3.47% | 674,517 | 3,089 | 0.5% | $29.81万 | 加仓 |
| JEMB | JANUS DETROIT STR TR | $6,278.53万 | 3.35% | 1,166,905 | 19,506 | 1.7% | $104.95万 | 加仓 |
| SHY | ISHARES TR | $6,011.43万 | 3.21% | 732,119 | 14,900 | 2.1% | $122.34万 | 加仓 |
| CSCO | CISCO SYS INC | $5,950.31万 | 3.17% | 506,582 | -7,803 | -1.5% | -$91.65万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $5,908.34万 | 3.15% | 1,170,199 | 20,296 | 1.8% | $102.47万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5,089.83万 | 2.71% | 436,259 | -1,265 | -0.3% | -$14.76万 | 减仓 |
| ABBV | ABBVIE INC | $4,926.19万 | 2.63% | 195,763 | 1,615 | 0.8% | $40.64万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $4,728.35万 | 2.52% | 838,806 | 1,527 | 0.2% | $8.61万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $4,622.53万 | 2.47% | 157,868 | -835 | -0.5% | -$24.45万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $4,424.94万 | 2.36% | 350,240 | 2,801 | 0.8% | $35.39万 | 加仓 |
| PSQO | PALMER SQUARE FUNDS TR | $4,235.24万 | 2.26% | 2,048,978 | 29,739 | 1.5% | $61.47万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $4,036.91万 | 2.15% | 785,064 | 14,244 | 1.8% | $73.24万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $3,934.23万 | 2.10% | 508,168 | 9,052 | 1.8% | $70.08万 | 加仓 |
| DHI | D R HORTON INC | $3,873.56万 | 2.07% | 237,817 | -423 | -0.2% | -$6.89万 | 减仓 |
| AAPL | APPLE INC | $3,676.97万 | 1.96% | 127,072 | -309 | -0.2% | -$8.94万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $3,666.51万 | 1.96% | 715,976 | 16,713 | 2.4% | $85.59万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $3,544.83万 | 1.89% | 77,270 | -75 | -0.1% | -$3.44万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $3,464.07万 | 1.85% | 67,995 | 18 | 0.0% | $9,170 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,382.46万 | 1.80% | 33,444 | 82 | 0.2% | $8.29万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $3,331.10万 | 1.78% | 61,479 | -957 | -1.5% | -$51.85万 | 减仓 |
| NOK | NOKIA CORP | $3,263.29万 | 1.74% | 2,457,295 | -3,465 | -0.1% | -$4.60万 | 减仓 |
| MELI | MERCADOLIBRE INC | $3,132.36万 | 1.67% | 18,454 | 79 | 0.4% | $13.41万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,067.89万 | 1.64% | 59,733 | -682 | -1.1% | -$35.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,034.89万 | 1.62% | 151,676 | 725 | 0.5% | $14.51万 | 加仓 |
| WMT | WALMART INC | $2,881.06万 | 1.54% | 254,376 | -5,113 | -2.0% | -$57.91万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,872.02万 | 1.53% | 278,701 | 6,174 | 2.3% | $63.62万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $2,810.71万 | 1.50% | 670,333 | 3,192 | 0.5% | $13.38万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,799.42万 | 1.49% | 56,357 | 604 | 1.1% | $30.00万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,744.75万 | 1.46% | 54,746 | 443 | 0.8% | $22.21万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $2,666.73万 | 1.42% | 258,982 | 1,908 | 0.7% | $19.65万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,639.55万 | 1.41% | 42,332 | 630 | 1.5% | $39.28万 | 加仓 |
| CDW | CDW CORP | $2,220.66万 | 1.18% | 157,897 | -1,234 | -0.8% | -$17.35万 | 减仓 |
| GRMN | GARMIN LTD | $2,197.25万 | 1.17% | 92,500 | -344 | -0.4% | -$8.17万 | 减仓 |
| IBTI | ISHARES TR | $2,124.07万 | 1.13% | 959,379 | 15,969 | 1.7% | $35.36万 | 加仓 |
| XBB | BONDBLOXX ETF TRUST | $2,078.78万 | 1.11% | 507,082 | 7,067 | 1.4% | $28.97万 | 加仓 |
| IBTJ | ISHARES TR | $2,075.64万 | 1.11% | 958,727 | 13,753 | 1.5% | $29.78万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $2,050.92万 | 1.09% | 216,936 | -89,840 | -29.3% | -$849.35万 | 减仓 |
| SHYG | ISHARES TR | $1,975.10万 | 1.05% | 465,716 | 7,986 | 1.7% | $33.87万 | 加仓 |
| IGSB | ISHARES TR | $1,901.83万 | 1.01% | 362,875 | 5,648 | 1.6% | $29.60万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,861.70万 | 0.99% | 64,066 | 399 | 0.6% | $11.59万 | 加仓 |
| LOW | LOWES COS INC | $1,551.92万 | 0.83% | 70,385 | 195 | 0.3% | $4.30万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,345.08万 | 0.72% | 186,402 | 4,411 | 2.4% | $31.83万 | 加仓 |
| IMTM | ISHARES TR | $1,198.92万 | 0.64% | 224,812 | -3,905 | -1.7% | -$20.83万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,168.53万 | 0.62% | 255,696 | -4,470 | -1.7% | -$20.43万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $959.30万 | 0.51% | 99,948 | -519 | -0.5% | -$4.98万 | 减仓 |
| GOOGL | ALPHABET INC | $873.98万 | 0.47% | 24,456 | -100 | -0.4% | -$3.57万 | 减仓 |
| CBC | CENTRAL BANCOMPANY | $856.87万 | 0.46% | 282,050 | 0 | 0.0% | — | 不变 |
| VSLU | ETF OPPORTUNITIES TRUST | $824.48万 | 0.44% | 178,279 | -26,216 | -12.8% | -$121.24万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $636.63万 | 0.34% | 29,921 | -5,302 | -15.1% | -$112.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $626.56万 | 0.33% | 24,671 | 6 | 0.0% | $1,524 | 加仓 |
| HD | HOME DEPOT INC | $625.39万 | 0.33% | 17,732 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $557.92万 | 0.30% | 73,527 | -7,210 | -8.9% | -$54.71万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $555.31万 | 0.30% | 40,316 | -20 | -0.0% | -$2,755 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $440.19万 | 0.23% | 40,101 | -65 | -0.2% | -$7,135 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $411.69万 | 0.22% | 71,288 | -500 | -0.7% | -$2.89万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $389.87万 | 0.21% | 38,925 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $368.08万 | 0.20% | 123,009 | -226 | -0.2% | -$6,763 | 减仓 |
| BDX | BECTON DICKINSON & CO | $301.59万 | 0.16% | 19,929 | -1,202 | -5.7% | -$18.19万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $297.56万 | 0.16% | 20,292 | -146 | -0.7% | -$2.14万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $288.02万 | 0.15% | 8,799 | -52 | -0.6% | -$1.70万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $280.30万 | 0.15% | 20,897 | -51,373 | -71.1% | -$689.08万 | 减仓 |
| CAT | CATERPILLAR INC | $260.69万 | 0.14% | 2,448 | -119 | -4.6% | -$12.67万 | 减仓 |
| RTX | RTX CORPORATION | $253.15万 | 0.14% | 13,343 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $240.20万 | 0.13% | 26,200 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $227.21万 | 0.12% | 43,693 | -1,248 | -2.8% | -$6.49万 | 减仓 |
| AMZN | AMAZON COM INC | $223.73万 | 0.12% | 9,387 | 230 | 2.5% | $5.48万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $223.60万 | 0.12% | 2,286 | 31 | 1.4% | $3.03万 | 加仓 |
| AMGN | AMGEN INC | $200.61万 | 0.11% | 5,540 | -107 | -1.9% | -$3.87万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $193.60万 | 0.10% | 3,869 | 5 | 0.1% | $2,502 | 加仓 |
| MSFT | MICROSOFT CORP | $187.55万 | 0.10% | 5,028 | -414 | -7.6% | -$15.44万 | 减仓 |
| PEP | PEPSICO INC | $176.24万 | 0.09% | 13,016 | -296 | -2.2% | -$4.01万 | 减仓 |
| IBTK | ISHARES TR | $170.80万 | 0.09% | 87,410 | -2,885 | -3.2% | -$5.64万 | 减仓 |
| IEI | ISHARES TR | $155.68万 | 0.08% | 13,255 | -645 | -4.6% | -$7.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $152.45万 | 0.08% | 2,041 | -476 | -18.9% | -$35.55万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $144.79万 | 0.08% | 48,007 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $134.53万 | 0.07% | 27,025 | -2,650 | -8.9% | -$13.19万 | 减仓 |
| ITOT | ISHARES TR | $133.67万 | 0.07% | 8,137 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $130.85万 | 0.07% | 9,166 | -1,563 | -14.6% | -$22.31万 | 减仓 |
| IVV | ISHARES TR | $129.21万 | 0.07% | 1,725 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $129.09万 | 0.07% | 1,380 | -10 | -0.7% | -$9,355 | 减仓 |
| HTH | HILLTOP HLDGS INC | $128.36万 | 0.07% | 33,100 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $126.72万 | 0.07% | 12,887 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $119.83万 | 0.06% | 9,487 | 11 | 0.1% | $1,389 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $118.11万 | 0.06% | 4,200 | -4 | -0.1% | -$1,125 | 减仓 |
| AVGO | BROADCOM INC | $113.55万 | 0.06% | 3,006 | -34 | -1.1% | -$1.28万 | 减仓 |
| DE | DEERE & CO | $112.15万 | 0.06% | 1,768 | -2 | -0.1% | -$1,269 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $111.93万 | 0.06% | 4,546 | -12 | -0.3% | -$2,955 | 减仓 |
| IWF | ISHARES TR | $103.91万 | 0.06% | 8,368 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS DETROIT STR TR | $101.45万 | 0.05% | 22,550 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $95.71万 | 0.05% | 2,552 | -255 | -9.1% | -$9.56万 | 减仓 |
| QCOM | QUALCOMM INC | $90.88万 | 0.05% | 4,918 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $89.93万 | 0.05% | 11,066 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $88.37万 | 0.05% | 2,101 | 53 | 2.6% | $2.23万 | 加仓 |
| MCD | MCDONALDS CORP | $87.80万 | 0.05% | 3,248 | 60 | 1.9% | $1.62万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $84.22万 | 0.04% | 9,596 | 80 | 0.8% | $7,022 | 加仓 |
| CVX | CHEVRON CORPORATION | $82.45万 | 0.04% | 4,974 | -110 | -2.2% | -$1.82万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $81.17万 | 0.04% | 18,095 | -815 | -4.3% | -$3.66万 | 减仓 |