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 |
|---|---|---|---|---|---|---|---|---|
| SNEX | STONEX GROUP INC | $1.21万 | 0.00% | 150 | 50 | 50.0% | $4,033 | 加仓 |
| CMS | CMS ENERGY CORP | $1.24万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1.27万 | 0.00% | 413 | 413 | — | $1.27万 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $1.29万 | 0.00% | 452 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $1.30万 | 0.00% | 250 | 250 | — | $1.30万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $1.30万 | 0.00% | 110 | -100 | -47.6% | -$1.19万 | 减仓 |
| GLD | SPDR GOLD TR | $1.33万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.35万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.39万 | 0.00% | 200 | -2,804 | -93.3% | -$19.45万 | 减仓 |
| NTRS | NORTHERN TR CORP | $1.40万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $1.40万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $1.40万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $1.43万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1.45万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $1.46万 | 0.00% | 908 | -500 | -35.5% | -$8,045 | 减仓 |
| ULTA | ULTA BEAUTY INC | $1.46万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.49万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $1.49万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.51万 | 0.00% | 115 | 11 | 10.6% | $1,441 | 加仓 |
| PFF | ISHARES TR | $1.52万 | 0.00% | 500 | -40 | -7.4% | -$1,213 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.53万 | 0.00% | 14 | 2 | 16.7% | $2,187 | 加仓 |
| FSLR | FIRST SOLAR INC | $1.56万 | 0.00% | 79 | 4 | 5.3% | $789 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.57万 | 0.00% | 312 | 25 | 8.7% | $1,255 | 加仓 |
| IWR | ISHARES TR | $1.60万 | 0.00% | 165 | 165 | — | $1.60万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $1.66万 | 0.00% | 2,500 | -1 | -0.0% | -$7 | 减仓 |
| EXEL | EXELIXIS INC | $1.69万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1.73万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.73万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.76万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $1.76万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $1.77万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $1.79万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $1.79万 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $1.81万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA ETF TR II | $1.81万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $1.82万 | 0.00% | 53 | 2 | 3.9% | $688 | 加仓 |
| SBUX | STARBUCKS CORP | $1.85万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $1.87万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $1.88万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $1.88万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1.91万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $1.92万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $1.92万 | 0.00% | 20 | -10 | -33.3% | -$9,618 | 减仓 |
| AZN | ASTRAZENECA PLC | $1.97万 | 0.00% | 100 | 100 | — | $1.97万 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $1.98万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE INC | $1.99万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $2.03万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $2.09万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $2.09万 | 0.00% | 127 | 42 | 49.4% | $6,912 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2.11万 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO | $2.13万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $2.15万 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.15万 | 0.00% | 55 | 11 | 25.0% | $4,309 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.23万 | 0.00% | 766 | 1 | 0.1% | $29 | 加仓 |
| AME | AMETEK INC | $2.29万 | 0.00% | 107 | 3 | 2.9% | $643 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $2.31万 | 0.00% | 1,057 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $2.34万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.38万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.42万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $2.43万 | 0.00% | 315 | -7 | -2.2% | -$540 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $2.49万 | 0.00% | 550 | -251 | -31.3% | -$1.14万 | 减仓 |
| APA | APA CORPORATION | $2.55万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $2.59万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $2.63万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $2.65万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $2.73万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $2.74万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $2.74万 | 0.00% | 58 | 2 | 3.6% | $946 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2.77万 | 0.00% | 895 | 2 | 0.2% | $62 | 加仓 |
| — | GALECTIN THERAPEUTICS INC | $2.79万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2.79万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $2.79万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW | $2.80万 | 0.00% | 879 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $2.92万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $2.93万 | 0.00% | 607 | -778 | -56.2% | -$3.76万 | 减仓 |
| ADAM | ADAMAS TRUST INC. | $2.94万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $2.95万 | 0.00% | 209 | 5 | 2.5% | $706 | 加仓 |
| EFV | ISHARES TR | $2.98万 | 0.00% | 401 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $3.00万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $3.01万 | 0.00% | 124 | -25 | -16.8% | -$6,077 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $3.04万 | 0.00% | 163 | 8 | 5.2% | $1,492 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3.04万 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $3.05万 | 0.00% | 419 | 9 | 2.2% | $654 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $3.05万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3.05万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $3.08万 | 0.00% | 90 | 15 | 20.0% | $5,127 | 加仓 |
| ALL | ALLSTATE CORP | $3.11万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $3.14万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $3.24万 | 0.00% | 150 | -50 | -25.0% | -$1.08万 | 减仓 |
| VHT | VANGUARD WORLD FD | $3.30万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.33万 | 0.00% | 617 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $3.37万 | 0.00% | 749 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $3.45万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.46万 | 0.00% | 315 | -109 | -25.7% | -$1.20万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $3.46万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $3.49万 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| — | TRUMP MEDIA & TECHNOLOGY GRO | $3.51万 | 0.00% | 7,100 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $3.63万 | 0.00% | 2,424 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $3.64万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $3.67万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |