13F 机构持仓

ATWOOD & PALMER INC

KANSAS CITY MO · SEC CIK 0001044929

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.9%
AVDE 3.7%
PLTR 3.6%
JEMB 3.4%
SHY 3.3%
JAAA 3.3%
AVEM 3.1%
GILD 2.7%
URI 2.4%
ABBV 2.4%

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 00.0% — 不变
ASML ASML HLDG NV $3.70万0.00%28 00.0% — 不变
ETR ENTERGY CORP NEW $3.71万0.00%330 00.0% — 不变
FTXR FIRST TR EXCHANGE TRADED FD $3.72万0.00%975 00.0% — 不变
CVS CVS HEALTH CORP $3.84万0.00%535 00.0% — 不变
SPSB SPDR SERIES TRUST $3.98万0.00%1,325 00.0% — 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 00.0% — 不变
MBC MASTERBRAND INC $4.22万0.00%5,078 00.0% — 不变
CB CHUBB LTD SWITZ $4.24万0.00%130 00.0% — 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 00.0% — 不变
TRV TRAVELERS COMPANIES INC $4.38万0.00%150 00.0% — 不变
DOW DOW HLDGS INC $4.58万0.00%1,100 00.0% — 不变
FXR FIRST TR EXCHANGE-TRADED FD $4.69万0.00%575 00.0% — 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 00.0% — 不变
VB VANGUARD INDEX FDS $5.16万0.00%197 6549.2% $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 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $5.20万0.00%986 00.0% — 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 00.0% — 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%699 202.9% $1,674 加仓
IWP ISHARES TR $5.89万0.00%460 00.0% — 不变
ENR ENERGIZER HLDGS INC $5.90万0.00%3,592 00.0% — 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 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $6.22万0.00%971 00.0% — 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 40.5% $341 加仓
VUG VANGUARD INDEX FDS $6.51万0.00%149 00.0% — 不变
KVUE KENVUE INC $6.64万0.00%3,852 421.1% $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 10.2% $111 加仓
MDT MEDTRONIC PLC $6.72万0.00%775 00.0% — 不变
KLAC KLA CORP $6.77万0.00%46 00.0% — 不变
TMUS T-MOBILE US INC $6.93万0.00%330 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $6.98万0.00%204 00.0% — 不变
FTNT FORTINET INC $7.03万0.00%860 00.0% — 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 00.0% — 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 40.4% $320 加仓
IEFA ISHARES TR $7.35万0.00%812 00.0% — 不变
TCBI TEXAS CAP BANCSHARES INC $7.59万0.00%800 00.0% — 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 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $7.93万0.00%172 00.0% — 不变
COP CONOCOPHILLIPS $7.96万0.00%603 00.0% — 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 00.0% — 不变
HEI HEICO CORP NEW $8.23万0.00%300 00.0% — 不变
SPGI S&P GLOBAL INC $8.26万0.00%194 00.0% — 不变
IWN ISHARES TR $8.32万0.00%439 00.0% — 不变
EMN EASTMAN CHEM CO $8.40万0.00%1,100 00.0% — 不变
TY TRI CONTL CORP $8.61万0.00%2,726 00.0% — 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 4612.4% $9,828 加仓
MUB ISHARES TR $8.98万0.01%846 40.5% $425 加仓
MRK MERCK & CO INC $9.29万0.01%772 425.8% $5,052 加仓
ET ENERGY TRANSFER L P $9.31万0.01%4,822 00.0% — 不变
IJT ISHARES TR $9.52万0.01%658 00.0% — 不变
DIVO AMPLIFY ETF TR $9.55万0.01%2,130 00.0% — 不变
VBK VANGUARD INDEX FDS $9.75万0.01%322 3082,200.0% $9.32万 加仓
PWR QUANTA SVCS INC $9.77万0.01%178 00.0% — 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 00.0% — 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 00.0% — 不变
— SEALED AIR CORP NEW $10.09万0.01%2,400 00.0% — 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 00.0% — 不变
ILCG ISHARES TR $10.78万0.01%1,129 10.1% $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 00.0% — 不变
AVDS AMERICAN CENTY ETF TR $12.26万0.01%1,706 00.0% — 不变
AVMC AMERICAN CENTY ETF TR $12.59万0.01%1,743 00.0% — 不变
FXL FIRST TR EXCHANGE-TRADED FD $12.71万0.01%800 00.0% — 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 00.0% — 不变
EFSC ENTERPRISE FINL SVCS CORP $13.31万0.01%2,460 00.0% — 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 00.0% — 不变
GSY INVESCO ACTIVELY MANAGED EXC $13.78万0.01%2,750 00.0% — 不变
KMI KINDER MORGAN INC DEL $13.83万0.01%4,124 370.9% $1,241 加仓
COF CAPITAL ONE FINL CORP $13.94万0.01%764 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $14.03万0.01%505 4651,162.5% $12.92万 加仓
TRGP TARGA RES CORP $14.42万0.01%575 00.0% — 不变
NJR NEW JERSEY RES CORP $14.72万0.01%2,680 00.0% — 不变
DIS DISNEY WALT CO $14.99万0.01%1,555 312.0% $2,988 加仓
IJS ISHARES TR $15.06万0.01%1,271 00.0% — 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 00.0% — 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 00.0% — 不变