ATWOOD & PALMER INC
KANSAS CITY MO · SEC CIK 0001044929
$17.72亿2026Q1 申报市值
529持仓数
31.8%前十大占比 · 第一大 3.9%
76 / 35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
NOK 新建仓+$1,978.45万
BABA 加仓+$1,257.96万
ETF OPPORTUNITIE 新建仓+$319.76万
PSQO 加仓+$242.43万
JEMB 加仓+$235.11万
2026Q1 卖出最多 按季末市值估算
DKNG 减仓-$1,164.05万
RSP 减仓-$135.34万
GOOG 减仓-$106.08万
PLTR 减仓-$103.70万
JBBB 清仓-$93.42万
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 |
|---|---|---|---|---|---|---|---|---|
| MKSI | MKS INC. | $1,150 | 0.00% | 5 | 5 | — | $1,150 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $1,159 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1,193 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $1,207 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC | $1,249 | 0.00% | 6 | 6 | — | $1,249 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $1,375 | 0.00% | 21 | -120 | -85.1% | -$7,857 | 减仓 |
| FIX | COMFORT SYS USA INC | $1,379 | 0.00% | 1 | 1 | — | $1,379 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,385 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $1,393 | 0.00% | 11 | 11 | — | $1,393 | 新建仓 |
| SHEL | SHELL PLC | $1,395 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1,430 | 0.00% | 6 | 6 | — | $1,430 | 新建仓 |
| MMM | 3M CO | $1,453 | 0.00% | 10 | 10 | — | $1,453 | 新建仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $1,466 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $1,486 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $1,504 | 0.00% | 6 | 6 | — | $1,504 | 新建仓 |
| GIS | GENERAL MILLS INC | $1,527 | 0.00% | 41 | -9 | -18.0% | -$335 | 重新持有 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1,555 | 0.00% | 7 | 7 | — | $1,555 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $1,642 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $1,713 | 0.00% | 17 | 17 | — | $1,713 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $1,844 | 0.00% | 8 | 8 | — | $1,844 | 新建仓 |
| CIEN | CIENA CORP | $1,942 | 0.00% | 5 | 5 | — | $1,942 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $1,968 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1,991 | 0.00% | 10 | 10 | — | $1,991 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $2,039 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $2,108 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $2,127 | 0.00% | 16 | 16 | — | $2,127 | 新建仓 |
| CI | THE CIGNA GROUP | $2,134 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $2,155 | 0.00% | 9 | -34 | -79.1% | -$8,141 | 减仓 |
| CASY | CASEYS GEN STORES INC | $2,184 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $2,200 | 0.00% | 12 | 7 | 140.0% | $1,283 | 加仓 |
| EXC | EXELON CORP | $2,255 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,259 | 0.00% | 8 | 8 | — | $2,259 | 新建仓 |
| ACM | AECOM | $2,375 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $2,477 | 0.00% | 9 | 9 | — | $2,477 | 新建仓 |
| CCB | COASTAL FINL CORP WA | $2,512 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $2,599 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $2,686 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $2,691 | 0.00% | 5 | 5 | — | $2,691 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $2,815 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $2,831 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $2,941 | 0.00% | 3 | -10 | -76.9% | -$9,803 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $3,006 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $3,041 | 0.00% | 23 | 23 | — | $3,041 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $3,052 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3,120 | 0.00% | 36 | 36 | — | $3,120 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $3,129 | 0.00% | 197 | 197 | — | $3,129 | 新建仓 |
| FDX | FEDEX CORP | $3,562 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $3,715 | 0.00% | 79 | 79 | — | $3,715 | 新建仓 |
| RBLX | ROBLOX CORP | $3,960 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $3,982 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $4,201 | 0.00% | 17 | -8 | -32.0% | -$1,977 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $4,328 | 0.00% | 16 | 16 | — | $4,328 | 新建仓 |
| MPC | MARATHON PETE CORP | $4,640 | 0.00% | 19 | 19 | — | $4,640 | 新建仓 |
| RDDT | REDDIT INC | $4,713 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $4,749 | 0.00% | 19 | 3 | 18.8% | $750 | 加仓 |
| DAL | DELTA AIR LINES INC | $4,854 | 0.00% | 73 | 23 | 46.0% | $1,529 | 加仓 |
| MNKD | MANNKIND CORP | $4,900 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $4,902 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $5,080 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $5,257 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $5,420 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $5,435 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $5,664 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $5,909 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $6,231 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FD | $6,264 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $6,545 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $6,756 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $6,786 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $6,936 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $6,958 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $7,285 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $7,379 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $7,443 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $7,505 | 0.00% | 11 | 1 | 10.0% | $682 | 加仓 |
| CPRT | COPART INC | $7,670 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $7,680 | 0.00% | 375 | 375 | — | $7,680 | 新建仓 |
| INOD | INNODATA INC | $7,724 | 0.00% | 200 | 200 | — | $7,724 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $7,971 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $8,079 | 0.00% | 700 | 8 | 1.2% | $92 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $8,358 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $8,605 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $9,011 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $9,194 | 0.00% | 1,040 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $9,366 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $9,420 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $9,513 | 0.00% | 22 | -45 | -67.2% | -$1.95万 | 减仓 |
| LINE | LINEAGE INC | $9,828 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $9,880 | 0.00% | 84 | 5 | 6.3% | $588 | 加仓 |
| CMCSA | COMCAST CORP NEW | $9,905 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.02万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $1.03万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1.03万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $1.05万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $1.08万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.11万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $1.14万 | 0.00% | 117 | 33 | 39.3% | $3,206 | 加仓 |
| BANC | BANC OF CALIFORNIA INC | $1.15万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $1.16万 | 0.00% | 57 | 57 | — | $1.16万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1.17万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |