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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $3.69万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $3.70万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $3.71万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $3.72万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $3.84万 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $3.98万 | 0.00% | 1,325 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $4.08万 | 0.00% | 208 | -88 | -29.7% | -$1.73万 | 减仓 |
| IVE | ISHARES TR | $4.12万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $4.22万 | 0.00% | 5,078 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $4.24万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $4.32万 | 0.00% | 1,800 | -95 | -5.0% | -$2,278 | 减仓 |
| STPZ | PIMCO ETF TR | $4.33万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $4.38万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $4.58万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $4.69万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS DETROIT STR TR | $5.13万 | 0.00% | 1,050 | -30 | -2.8% | -$1,466 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $5.14万 | 0.00% | 2,304 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $5.16万 | 0.00% | 197 | 65 | 49.2% | $1.70万 | 加仓 |
| TXN | TEXAS INSTRS INC | $5.18万 | 0.00% | 267 | -50 | -15.8% | -$9,707 | 减仓 |
| FLO | FLOWERS FOODS INC | $5.19万 | 0.00% | 6,362 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5.20万 | 0.00% | 986 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $5.23万 | 0.00% | 500 | 500 | — | $5.23万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $5.47万 | 0.00% | 2,568 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $5.48万 | 0.00% | 293 | -115 | -28.2% | -$2.15万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $5.52万 | 0.00% | 255 | -250 | -49.5% | -$5.41万 | 减仓 |
| DHR | DANAHER CORP DEL | $5.69万 | 0.00% | 300 | -95 | -24.1% | -$1.80万 | 减仓 |
| CTVA | CORTEVA INC | $5.85万 | 0.00% | 699 | 20 | 2.9% | $1,674 | 加仓 |
| IWP | ISHARES TR | $5.89万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $5.90万 | 0.00% | 3,592 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $5.98万 | 0.00% | 582 | -272 | -31.9% | -$2.79万 | 减仓 |
| D | DOMINION ENERGY INC | $6.18万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $6.22万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $6.27万 | 0.00% | 518 | -31 | -5.6% | -$3,754 | 减仓 |
| MDYV | SPDR SERIES TRUST | $6.33万 | 0.00% | 744 | 4 | 0.5% | $341 | 加仓 |
| VUG | VANGUARD INDEX FDS | $6.51万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $6.64万 | 0.00% | 3,852 | 42 | 1.1% | $724 | 加仓 |
| AGL | AGILON HEALTH INC | $6.64万 | 0.00% | 8,400 | 8,400 | — | $6.64万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $6.69万 | 0.00% | 605 | 1 | 0.2% | $111 | 加仓 |
| MDT | MEDTRONIC PLC | $6.72万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $6.77万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $6.93万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $6.98万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $7.03万 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $7.08万 | 0.00% | 716 | -200 | -21.8% | -$1.98万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7.23万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $7.28万 | 0.00% | 269 | -227 | -45.8% | -$6.14万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $7.34万 | 0.00% | 916 | 4 | 0.4% | $320 | 加仓 |
| IEFA | ISHARES TR | $7.35万 | 0.00% | 812 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC | $7.59万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7.68万 | 0.00% | 2,000 | -450 | -18.4% | -$1.73万 | 减仓 |
| LIN | LINDE PLC | $7.68万 | 0.00% | 155 | -22 | -12.4% | -$1.09万 | 减仓 |
| ICSH | ISHARES TR | $7.72万 | 0.00% | 1,525 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $7.93万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $7.96万 | 0.00% | 603 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $8.07万 | 0.00% | 135 | -35 | -20.6% | -$2.09万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $8.07万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $8.23万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $8.26万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $8.32万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $8.40万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $8.61万 | 0.00% | 2,726 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $8.72万 | 0.00% | 200 | -200 | -50.0% | -$8.72万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $8.89万 | 0.01% | 416 | 46 | 12.4% | $9,828 | 加仓 |
| MUB | ISHARES TR | $8.98万 | 0.01% | 846 | 4 | 0.5% | $425 | 加仓 |
| MRK | MERCK & CO INC | $9.29万 | 0.01% | 772 | 42 | 5.8% | $5,052 | 加仓 |
| ET | ENERGY TRANSFER L P | $9.31万 | 0.01% | 4,822 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $9.52万 | 0.01% | 658 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $9.55万 | 0.01% | 2,130 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $9.75万 | 0.01% | 322 | 308 | 2,200.0% | $9.32万 | 加仓 |
| PWR | QUANTA SVCS INC | $9.77万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $9.79万 | 0.01% | 451 | 451 | — | $9.79万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $9.86万 | 0.01% | 1,112 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $9.89万 | 0.01% | 4,575 | -538,412 | -99.2% | -$1,164.05万 | 减仓 |
| OMC | OMNICOM GROUP INC | $9.99万 | 0.01% | 1,327 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW | $10.09万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $10.37万 | 0.01% | 1,266 | -2 | -0.2% | -$164 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $10.43万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $10.78万 | 0.01% | 1,129 | 1 | 0.1% | $96 | 加仓 |
| ZTS | ZOETIS INC | $11.45万 | 0.01% | 969 | -600 | -38.2% | -$7.09万 | 减仓 |
| TRP | TC ENERGY CORP | $11.86万 | 0.01% | 1,895 | 0 | 0.0% | — | 不变 |
| AVDS | AMERICAN CENTY ETF TR | $12.26万 | 0.01% | 1,706 | 0 | 0.0% | — | 不变 |
| AVMC | AMERICAN CENTY ETF TR | $12.59万 | 0.01% | 1,743 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $12.71万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $12.92万 | 0.01% | 6,105 | -933 | -13.3% | -$1.97万 | 减仓 |
| WMB | WILLIAMS COS INC | $12.95万 | 0.01% | 1,779 | 0 | 0.0% | — | 不变 |
| EFSC | ENTERPRISE FINL SVCS CORP | $13.31万 | 0.01% | 2,460 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $13.39万 | 0.01% | 448 | 448 | — | $13.39万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $13.39万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $13.78万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $13.83万 | 0.01% | 4,124 | 37 | 0.9% | $1,241 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $13.94万 | 0.01% | 764 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $14.03万 | 0.01% | 505 | 465 | 1,162.5% | $12.92万 | 加仓 |
| TRGP | TARGA RES CORP | $14.42万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $14.72万 | 0.01% | 2,680 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $14.99万 | 0.01% | 1,555 | 31 | 2.0% | $2,988 | 加仓 |
| IJS | ISHARES TR | $15.06万 | 0.01% | 1,271 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $15.19万 | 0.01% | 529 | 529 | — | $15.19万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $15.23万 | 0.01% | 1,650 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $16.26万 | 0.01% | 2,067 | -332 | -13.8% | -$2.61万 | 减仓 |
| UI | UBIQUITI INC | $16.66万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |