13F 机构持仓

ATWOOD & PALMER INC

KANSAS CITY MO · SEC CIK 0001044929

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$18.75亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOG 4.5%
AVDE 3.7%
URI 3.5%
AVEM 3.5%
JEMB 3.3%
SHY 3.2%
CSCO 3.2%
JAAA 3.2%
PLTR 2.7%
ABBV 2.6%

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
TSCO TRACTOR SUPPLY CO $1.31万0.00%415 00.0% — 不变
BANC BANC OF CALIFORNIA INC $1.34万0.00%656 00.0% — 不变
DD DUPONT DE NEMOURS INC $1.38万0.00%102 90750.0% $1.22万 加仓
ADI ANALOG DEVICES INC $1.39万0.00%35 00.0% — 不变
SHOP SHOPIFY INC $1.39万0.00%122 00.0% — 不变
CNK CINEMARK HLDGS INC $1.43万0.00%452 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $1.49万0.00%55 55— $1.49万 新建仓
JCI JOHNSON CONTROLS INTERNATION $1.52万0.00%104 -11-9.6% -$1,607 减仓
EOG EOG RES INC $1.56万0.00%120 00.0% — 不变
PFF ISHARES TR $1.57万0.00%514 142.8% $427 加仓
EME EMCOR GROUP INC $1.58万0.00%19 00.0% — 不变
BNY BANK OF NY MELLON CORP $1.59万0.00%110 00.0% — 不变
ZTS ZOETIS INC $1.60万0.00%223 -746-77.0% -$5.36万 减仓
IAU ISHARES GOLD TR $1.61万0.00%213 136.5% $982 加仓
PGR PROGRESSIVE CORP $1.64万0.00%75 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV $1.65万0.00%200 00.0% — 不变
RPM RPM INTL INC $1.67万0.00%150 00.0% — 不变
NKE NIKE INC $1.69万0.00%412 5013.8% $2,054 加仓
NTRS NORTHERN TR CORP $1.74万0.00%100 00.0% — 不变
FTRE FORTREA HLDGS INC $1.74万0.00%1,000 00.0% — 不变
CNP CENTERPOINT ENERGY INC $1.76万0.00%400 00.0% — 不变
FSLR FIRST SOLAR INC $1.77万0.00%75 -4-5.1% -$944 减仓
SNEX STONEX GROUP INC $1.78万0.00%150 00.0% — 不变
IWR ISHARES TR $1.82万0.00%165 00.0% — 不变
Q QNITY ELECTRONICS INC $1.85万0.00%113 1071,783.3% $1.75万 加仓
PLMR PALOMAR HLDGS INC $1.90万0.00%150 00.0% — 不变
UI UBIQUITI INC $1.91万0.00%36 -175-82.9% -$9.30万 减仓
GD GENERAL DYNAMICS CORP $1.91万0.00%54 54— $1.91万 新建仓
NVO NOVO-NORDISK A S $1.92万0.00%400 -88-18.0% -$4,219 减仓
AYI ACUITY INC $1.92万0.00%51 00.0% — 不变
APA APA CORPORATION $1.95万0.00%600 00.0% — 不变
— COLUMBIA ETF TR II $1.97万0.00%330 00.0% — 不变
RL RALPH LAUREN CORP $2.05万0.00%51 -2-3.8% -$803 减仓
SBUX STARBUCKS CORP $2.12万0.00%207 00.0% — 不变
EXEL EXELIXIS INC $2.15万0.00%395 00.0% — 不变
HRB BLOCK H & R INC $2.17万0.00%570 00.0% — 不变
WDC WESTERN DIGITAL CORP $2.17万0.00%34 18112.5% $1.15万 加仓
HCA HCA HEALTHCARE INC $2.18万0.00%56 -2-3.4% -$780 减仓
EEFT EURONET WORLDWIDE INC $2.20万0.00%300 00.0% — 不变
HSBC HSBC HLDGS PLC $2.22万0.00%233 00.0% — 不变
BKNG BOOKING HOLDINGS INC $2.23万0.00%125 00.0% — 不变
— TRUMP MEDIA & TECHNOLOGY GRO $2.26万0.00%7,100 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $2.30万0.00%50 00.0% — 不变
AVUS AMERICAN CENTY ETF TR $2.34万0.00%183 00.0% — 不变
PYPL PAYPAL HLDGS INC $2.37万0.00%550 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $2.38万0.00%351 00.0% — 不变
EFG ISHARES TR $2.42万0.00%195 21.0% $248 加仓
FISV FISERV INC $2.45万0.00%500 00.0% — 不变
AMT AMERICAN TOWER CORP $2.45万0.00%150 00.0% — 不变
SRPT SAREPTA THERAPEUTICS INC $2.52万0.00%1,400 00.0% — 不变
AME AMETEK INC $2.52万0.00%104 -3-2.8% -$726 减仓
GLW CORNING INC $2.55万0.00%100 3553.8% $8,940 重新持有
ED CONSOLIDATED EDISON INC $2.57万0.00%232 00.0% — 不变
MS MORGAN STANLEY $2.65万0.00%127 00.0% — 不变
EPC EDGEWELL PERSONAL CARE CO $2.69万0.00%1,000 00.0% — 不变
BLK BLACKROCK INC $2.69万0.00%28 840.0% $7,693 加仓
VXUS VANGUARD STAR FDS $2.69万0.00%315 00.0% — 不变
ADX ADAMS DIVERSIFIED EQUITY FD $2.70万0.00%1,057 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $2.77万0.00%313 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $2.80万0.00%828 628.1% $2,099 加仓
SPCX SPACE EXPLORATION TECHN CORP $2.85万0.00%167 167— $2.85万 新建仓
EWC ISHARES INC $2.88万0.00%500 00.0% — 不变
OUNZ VANECK MERK GOLD ETF $2.89万0.00%749 00.0% — 不变
GTY GETTY RLTY CORP NEW $2.93万0.00%879 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $2.94万0.00%51 00.0% — 不变
TPR TAPESTRY INC $2.99万0.00%204 -5-2.4% -$732 减仓
DOW DOW HLDGS INC $3.01万0.00%1,100 00.0% — 不变
SDY SPDR SERIES TRUST $3.04万0.00%200 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $3.13万0.00%410 -9-2.1% -$688 减仓
EFV ISHARES TR $3.15万0.00%411 102.5% $766 加仓
IEMG ISHARES INC $3.27万0.00%394 20.5% $166 加仓
SCHM SCHWAB STRATEGIC TR $3.31万0.00%897 20.2% $74 加仓
TXN TEXAS INSTRS INC $3.34万0.00%112 -155-58.1% -$4.62万 减仓
DXCM DEXCOM INC $3.37万0.00%500 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $3.38万0.00%3,600 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $3.47万0.00%155 -8-4.9% -$1,789 减仓
SPSM SPDR SERIES TRUST $3.50万0.00%607 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $3.53万0.00%85 00.0% — 不变
ALL ALLSTATE CORP $3.57万0.00%150 00.0% — 不变
VHT VANGUARD WORLD FD $3.62万0.00%121 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT IN $3.66万0.00%200 00.0% — 不变
NMRK NEWMARK GROUP INC $3.66万0.00%2,424 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $3.68万0.00%617 00.0% — 不变
AFL AFLAC INC $3.69万0.00%315 00.0% — 不变
ADAM ADAMAS TRUST INC. $3.75万0.00%4,000 00.0% — 不变
FXD FIRST TR EXCHANGE-TRADED FD $3.77万0.00%545 00.0% — 不变
WH WYNDHAM HOTELS & RESORTS INC $3.77万0.00%448 00.0% — 不变
ETR ENTERGY CORP NEW $3.79万0.00%330 00.0% — 不变
TNL TRAVEL PLUS LEISURE CO $3.82万0.00%500 00.0% — 不变
VGT VANGUARD WORLD FD $3.88万0.00%325 51.6% $598 加仓
CMG CHIPOTLE MEXICAN GRILL INC $3.91万0.00%1,150 600109.1% $2.04万 加仓
SPSB SPDR SERIES TRUST $3.98万0.00%1,325 00.0% — 不变
DELL DELL TECHNOLOGIES INC $4.14万0.00%96 86860.0% $3.71万 加仓
CRM SALESFORCE INC $4.16万0.00%265 -28-9.6% -$4,393 减仓
STPZ PIMCO ETF TR $4.27万0.00%800 00.0% — 不变
IJK ISHARES TR $4.29万0.00%365 00.0% — 不变
VRP INVESCO EXCH TRADED FD TR II $4.38万0.00%1,800 00.0% — 不变
CB CHUBB LIMITED $4.43万0.00%130 00.0% — 不变
FTXR FIRST TR EXCHANGE TRADED FD $4.44万0.00%975 00.0% — 不变
IVE ISHARES TR $4.45万0.00%196 10.5% $227 加仓