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 |
|---|---|---|---|---|---|---|---|---|
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $4.49万 | 0.00% | 986 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $4.53万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| — | GALECTIN THERAPEUTICS INC | $4.64万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $4.73万 | 0.00% | 2,568 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $4.95万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $5.02万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $5.03万 | 0.00% | 6,362 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $5.13万 | 0.00% | 2,304 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS DETROIT STR TR | $5.13万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $5.23万 | 0.00% | 5,078 | 0 | 0.0% | — | 不变 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $5.24万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $5.28万 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $5.31万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $5.53万 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $5.54万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $5.57万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $5.71万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $5.75万 | 0.00% | 679 | -20 | -2.9% | -$1,694 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $5.85万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $5.96万 | 0.00% | 600 | 100 | 20.0% | $9,928 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $5.97万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $5.97万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $6.06万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $6.08万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $6.32万 | 0.00% | 716 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $6.51万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $6.73万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6.76万 | 0.00% | 2,030 | 30 | 1.5% | $999 | 加仓 |
| TGT | TARGET CORP | $6.82万 | 0.00% | 522 | 4 | 0.8% | $523 | 加仓 |
| D | DOMINION ENERGY INC | $6.83万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $6.84万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $6.92万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $6.99万 | 0.00% | 672 | 69 | 11.4% | $7,173 | 加仓 |
| MDYV | SPDR SERIES TRUST | $7.09万 | 0.00% | 747 | 3 | 0.4% | $285 | 加仓 |
| EMN | EASTMAN CHEM CO | $7.37万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $7.45万 | 0.00% | 3,897 | 45 | 1.2% | $860 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $7.52万 | 0.00% | 181 | -88 | -32.7% | -$3.66万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $7.58万 | 0.00% | 607 | 2 | 0.3% | $250 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $7.70万 | 0.00% | 3,592 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $7.71万 | 0.00% | 1,525 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $7.84万 | 0.00% | 812 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $7.92万 | 0.00% | 195 | 1 | 0.5% | $406 | 加仓 |
| QQQ | INVESCO QQQ TR | $7.93万 | 0.00% | 108 | -395 | -78.5% | -$29.02万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7.95万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC | $8.26万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $8.29万 | 0.00% | 916 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $8.51万 | 0.00% | 231 | 200 | 645.2% | $7.37万 | 加仓 |
| KLAR | KLARNA GROUP PLC | $8.58万 | 0.00% | 4,240 | 4,240 | — | $8.58万 | 新建仓 |
| LIN | LINDE PLC | $9.08万 | 0.00% | 175 | 20 | 12.9% | $1.04万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $9.13万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $9.18万 | 0.00% | 853 | 7 | 0.8% | $753 | 加仓 |
| ET | ENERGY TRANSFER L P | $9.22万 | 0.00% | 4,822 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $9.38万 | 0.01% | 2,726 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $9.62万 | 0.01% | 140 | 5 | 3.7% | $3,434 | 加仓 |
| OMC | OMNICOM GROUP INC | $9.66万 | 0.01% | 1,327 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $9.71万 | 0.01% | 439 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $9.73万 | 0.01% | 2,130 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $10.69万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $10.72万 | 0.01% | 1,112 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $10.91万 | 0.01% | 849 | 77 | 10.0% | $9,895 | 加仓 |
| EVRG | EVERGY INC | $10.94万 | 0.01% | 1,266 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $10.95万 | 0.01% | 451 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $11.28万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $11.53万 | 0.01% | 266 | -150 | -36.1% | -$6.50万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $11.56万 | 0.01% | 4,575 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $11.63万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $11.75万 | 0.01% | 658 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $11.79万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $12.56万 | 0.01% | 1,895 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $12.82万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| AVDS | AMERICAN CENTY ETF TR | $12.84万 | 0.01% | 1,706 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $13.21万 | 0.01% | 860 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $13.23万 | 0.01% | 1,779 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $13.23万 | 0.01% | 1,130 | 1 | 0.1% | $117 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $13.30万 | 0.01% | 4,161 | 37 | 0.9% | $1,183 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $13.79万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $13.88万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $13.88万 | 0.01% | 628 | 628 | — | $13.88万 | 新建仓 |
| AVMC | AMERICAN CENTY ETF TR | $13.99万 | 0.01% | 1,743 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $14.06万 | 0.01% | 628 | -629 | -50.0% | -$14.08万 | 减仓 |
| DIS | DISNEY WALT CO | $14.67万 | 0.01% | 1,524 | -31 | -2.0% | -$2,984 | 减仓 |
| NJR | NEW JERSEY RES CORP | $15.02万 | 0.01% | 2,680 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $15.19万 | 0.01% | 1,650 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $15.33万 | 0.01% | 764 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $15.41万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $15.42万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $15.65万 | 0.01% | 223 | -150 | -40.2% | -$10.53万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $16.21万 | 0.01% | 2,460 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $16.40万 | 0.01% | 6,105 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $17.05万 | 0.01% | 2,116 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $17.06万 | 0.01% | 1,348 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $17.38万 | 0.01% | 1,271 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $17.38万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $17.47万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $17.70万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $17.91万 | 0.01% | 2,067 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $18.63万 | 0.01% | 685 | -125 | -15.4% | -$3.40万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $18.95万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $20.62万 | 0.01% | 2,394 | 1,500 | 167.8% | $12.92万 | 加仓 |
| IJR | ISHARES TR | $20.86万 | 0.01% | 1,406 | 0 | 0.0% | — | 不变 |