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 |
|---|---|---|---|---|---|---|---|---|
| VPU | VANGUARD WORLD FD | $979 | 0.00% | 5 | 5 | — | $979 | 新建仓 |
| AGG | ISHARES TR | $990 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $995 | 0.00% | 43 | 43 | — | $995 | 新建仓 |
| PJT | PJT PARTNERS INC | $1,057 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1,081 | 0.00% | 5 | -7 | -58.3% | -$1,513 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $1,140 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1,164 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $1,211 | 0.00% | 4 | 4 | — | $1,211 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,231 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $1,240 | 0.00% | 35 | 5 | 16.7% | $177 | 加仓 |
| — | SELECTQUOTE INC | $1,262 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $1,333 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $1,368 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $1,706 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $1,744 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1,750 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $1,760 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1,846 | 0.00% | 9 | -115 | -92.7% | -$2.36万 | 减仓 |
| ACM | AECOM | $1,955 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $2,145 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $2,150 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $2,181 | 0.00% | 42 | 42 | — | $2,181 | 新建仓 |
| CI | THE CIGNA GROUP | $2,206 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $2,225 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $2,385 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $2,416 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $2,447 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $2,453 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CCB | COASTAL FINL CORP WA | $2,558 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $2,708 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FRVO | FERVO ENERGY CO | $2,923 | 0.00% | 100 | 100 | — | $2,923 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $3,049 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $3,073 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $3,128 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $3,132 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $3,391 | 0.00% | 1,040 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $3,404 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3,436 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $3,567 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP | $3,696 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $3,807 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $3,981 | 0.00% | 222 | 25 | 12.7% | $448 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $4,272 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $4,314 | 0.00% | 16 | -3 | -15.8% | -$809 | 减仓 |
| ESML | ISHARES TR | $4,419 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $4,428 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $4,683 | 0.00% | 50 | -23 | -31.5% | -$2,154 | 减仓 |
| — | FIDELITY ETHEREUM FD | $4,722 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $4,733 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $4,858 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $5,094 | 0.00% | 10 | -1 | -9.1% | -$509 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $5,113 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $5,114 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $5,242 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $5,595 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $5,742 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5,810 | 0.00% | 10 | -47 | -82.5% | -$2.73万 | 减仓 |
| IUSV | ISHARES TR | $5,838 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $6,034 | 0.00% | 19 | 10 | 111.1% | $3,176 | 加仓 |
| RDDT | REDDIT INC | $6,076 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $6,343 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $6,382 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $6,386 | 0.00% | 30 | 30 | — | $6,386 | 新建仓 |
| AZO | AUTOZONE INC | $6,392 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $6,512 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $6,667 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $6,940 | 0.00% | 21 | 21 | — | $6,940 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7,001 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $7,003 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC | $7,558 | 0.00% | 100 | -100 | -50.0% | -$7,558 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $7,664 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $7,730 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $7,780 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $7,928 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $7,965 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $8,163 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $8,387 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $8,470 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $8,520 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $9,046 | 0.00% | 699 | -209 | -23.0% | -$2,705 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $9,340 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $9,818 | 0.00% | 706 | 6 | 0.9% | $83 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $1.04万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.08万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $1.08万 | 0.00% | 79 | -5 | -6.0% | -$686 | 减仓 |
| PSX | PHILLIPS 66 | $1.10万 | 0.00% | 65 | 64 | 6,400.0% | $1.08万 | 加仓 |
| TXT | TEXTRON INC | $1.10万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $1.12万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1.12万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $1.13万 | 0.00% | 25 | -3 | -10.7% | -$1,353 | 减仓 |
| VCR | VANGUARD WORLD FD | $1.19万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $1.19万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.21万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $1.22万 | 0.00% | 287 | -25 | -8.0% | -$1,059 | 减仓 |
| RIG | TRANSOCEAN LTD | $1.22万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $1.22万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.24万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $1.28万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $1.30万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1.31万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |