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 |
|---|---|---|---|---|---|---|---|---|
| ESLT | ELBIT SYS LTD | $16.98万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $17.28万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $17.41万 | 0.01% | 446 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $17.48万 | 0.01% | 1,406 | -94 | -6.3% | -$1.17万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $17.65万 | 0.01% | 1,348 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $17.71万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $18.17万 | 0.01% | 2,298 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $19.65万 | 0.01% | 810 | -57 | -6.6% | -$1.38万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $19.79万 | 0.01% | 5,078 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $20.44万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $21.84万 | 0.01% | 1,362 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $22.08万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $22.97万 | 0.01% | 373 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $23.33万 | 0.01% | 1,104 | -300 | -21.4% | -$6.34万 | 减仓 |
| WFC | WELLS FARGO & CO | $23.87万 | 0.01% | 2,998 | -158 | -5.0% | -$1.26万 | 减仓 |
| DGRO | ISHARES TR | $25.25万 | 0.01% | 3,598 | 3,598 | — | $25.25万 | 新建仓 |
| ETN | EATON CORP PLC | $25.54万 | 0.01% | 714 | 583 | 445.0% | $20.85万 | 加仓 |
| EEM | ISHARES TR | $25.55万 | 0.01% | 4,499 | -124 | -2.7% | -$7,042 | 减仓 |
| IWD | ISHARES TR | $26.37万 | 0.01% | 1,234 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $26.68万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $27.08万 | 0.02% | 954 | 6 | 0.6% | $1,703 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $27.56万 | 0.02% | 6,635 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $28.17万 | 0.02% | 10,033 | 104 | 1.0% | $2,920 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $28.41万 | 0.02% | 3,525 | 5 | 0.1% | $403 | 加仓 |
| — | HONEYWELL INTL INC | $28.41万 | 0.02% | 1,257 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $29.02万 | 0.02% | 503 | 1 | 0.2% | $577 | 加仓 |
| INTC | INTEL CORP | $29.13万 | 0.02% | 6,602 | 5,401 | 449.7% | $23.83万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $29.17万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $29.31万 | 0.02% | 2,320 | 2,320 | — | $29.31万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $29.48万 | 0.02% | 3,825 | -100 | -2.5% | -$7,708 | 减仓 |
| IJH | ISHARES TR | $29.58万 | 0.02% | 4,380 | -150 | -3.3% | -$1.01万 | 减仓 |
| MO | ALTRIA GROUP INC | $31.73万 | 0.02% | 4,808 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $32.19万 | 0.02% | 3,313 | 13 | 0.4% | $1,263 | 加仓 |
| MPLX | MPLX LP | $33.35万 | 0.02% | 5,844 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $33.62万 | 0.02% | 1,708 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $33.75万 | 0.02% | 1,831 | 1,831 | — | $33.75万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.80万 | 0.02% | 8,931 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $34.48万 | 0.02% | 2,328 | 2,129 | 1,069.8% | $31.53万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $36.05万 | 0.02% | 1,401 | 1,381 | 6,905.0% | $35.53万 | 加仓 |
| BX | BLACKSTONE INC | $36.57万 | 0.02% | 3,180 | 35 | 1.1% | $4,025 | 加仓 |
| ECL | ECOLAB INC | $39.10万 | 0.02% | 1,470 | 378 | 34.6% | $10.06万 | 加仓 |
| V | VISA INC | $39.56万 | 0.02% | 1,309 | 4 | 0.3% | $1,209 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $42.80万 | 0.02% | 4,554 | 2,542 | 126.3% | $23.89万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $42.84万 | 0.02% | 7,607 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $44.14万 | 0.02% | 648 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $46.54万 | 0.03% | 1,325 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $47.75万 | 0.03% | 9,794 | -2,967 | -23.3% | -$14.46万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $48.32万 | 0.03% | 18,500 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $48.75万 | 0.03% | 530 | -15 | -2.8% | -$1.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $48.89万 | 0.03% | 1,524 | -542 | -26.2% | -$17.39万 | 减仓 |
| ORCL | ORACLE CORP | $50.56万 | 0.03% | 3,437 | 73 | 2.2% | $1.07万 | 加仓 |
| META | META PLATFORMS INC | $52.46万 | 0.03% | 917 | -73 | -7.4% | -$4.18万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $53.37万 | 0.03% | 10,558 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $54.77万 | 0.03% | 4,461 | -200 | -4.3% | -$2.46万 | 减仓 |
| EMR | EMERSON ELEC CO | $55.95万 | 0.03% | 4,271 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $56.89万 | 0.03% | 3,562 | 1,128 | 46.3% | $18.01万 | 加仓 |
| USB | US BANCORP | $61.36万 | 0.03% | 11,798 | -700 | -5.6% | -$3.64万 | 减仓 |
| QCOM | QUALCOMM INC | $63.33万 | 0.04% | 4,918 | -76 | -1.5% | -$9,787 | 减仓 |
| WM | WASTE MGMT INC DEL | $63.74万 | 0.04% | 2,774 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $67.38万 | 0.04% | 8,500 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $70.61万 | 0.04% | 3,475 | -450 | -11.5% | -$9.14万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $71.27万 | 0.04% | 11,751 | 23 | 0.2% | $1,395 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $72.09万 | 0.04% | 5,500 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $72.52万 | 0.04% | 4,386 | -150 | -3.3% | -$2.48万 | 减仓 |
| TSLA | TESLA INC | $76.13万 | 0.04% | 2,048 | 35 | 1.7% | $1.30万 | 加仓 |
| MGK | VANGUARD WORLD FD | $80.89万 | 0.05% | 2,201 | 2,201 | — | $80.89万 | 新建仓 |
| WAT | WATERS CORP | $83.59万 | 0.05% | 2,807 | 2,807 | — | $83.59万 | 新建仓 |
| KO | COCA COLA CO | $84.16万 | 0.05% | 11,066 | -350 | -3.1% | -$2.66万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $84.29万 | 0.05% | 18,910 | -242 | -1.3% | -$1.08万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $88.38万 | 0.05% | 9,516 | -100 | -1.0% | -$9,288 | 减仓 |
| IWF | ISHARES TR | $89.20万 | 0.05% | 2,092 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $94.09万 | 0.05% | 3,040 | 40 | 1.3% | $1.24万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $94.85万 | 0.05% | 4,558 | 12 | 0.3% | $2,497 | 加仓 |
| IRM | IRON MTN INC DEL | $96.79万 | 0.05% | 9,476 | 12 | 0.1% | $1,226 | 加仓 |
| MCD | MCDONALDS CORP | $99.08万 | 0.06% | 3,188 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $99.70万 | 0.06% | 1,770 | 2 | 0.1% | $1,127 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $101.88万 | 0.06% | 22,550 | -75 | -0.3% | -$3,388 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $101.90万 | 0.06% | 4,204 | 4 | 0.1% | $970 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $102.78万 | 0.06% | 48,007 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $105.19万 | 0.06% | 5,084 | -19 | -0.4% | -$3,931 | 减仓 |
| IVV | ISHARES TR | $112.70万 | 0.06% | 1,725 | -50 | -2.8% | -$3.27万 | 减仓 |
| ITOT | ISHARES TR | $115.90万 | 0.07% | 8,137 | 10 | 0.1% | $1,424 | 加仓 |
| HTH | HILLTOP HLDGS INC | $118.56万 | 0.07% | 33,100 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $118.72万 | 0.07% | 12,887 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $121.01万 | 0.07% | 10,729 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $138.50万 | 0.08% | 1,390 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $147.81万 | 0.08% | 29,675 | -1,150 | -3.7% | -$5.73万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $163.70万 | 0.09% | 2,517 | -175 | -6.5% | -$11.38万 | 减仓 |
| IEI | ISHARES TR | $164.85万 | 0.09% | 13,900 | -2,519 | -15.3% | -$29.88万 | 减仓 |
| IBTK | ISHARES TR | $178.06万 | 0.10% | 90,295 | -700 | -0.8% | -$1.38万 | 减仓 |
| CAT | CATERPILLAR INC | $181.86万 | 0.10% | 2,567 | 2 | 0.1% | $1,417 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $185.16万 | 0.10% | 3,864 | -140 | -3.5% | -$6.71万 | 减仓 |
| AMZN | AMAZON COM INC | $190.71万 | 0.11% | 9,157 | -20 | -0.2% | -$4,165 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $194.15万 | 0.11% | 44,941 | -1,760 | -3.8% | -$7.60万 | 减仓 |
| AMGN | AMGEN INC | $198.69万 | 0.11% | 5,647 | -577 | -9.3% | -$20.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $201.45万 | 0.11% | 5,442 | 740 | 15.7% | $27.39万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $201.88万 | 0.11% | 2,255 | 5 | 0.2% | $4,476 | 加仓 |
| PEP | PEPSICO INC | $206.72万 | 0.12% | 13,312 | -274 | -2.0% | -$4.25万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $223.30万 | 0.13% | 26,200 | 0 | 0.0% | — | 不变 |