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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $20.86万 | 0.01% | 2,298 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $23.91万 | 0.01% | 9,929 | -104 | -1.0% | -$2,504 | 减仓 |
| WFC | WELLS FARGO & CO | $24.17万 | 0.01% | 2,925 | -73 | -2.4% | -$6,033 | 减仓 |
| CAH | CARDINAL HEALTH INC | $26.23万 | 0.01% | 1,104 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $27.27万 | 0.01% | 3,598 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $27.39万 | 0.01% | 3,825 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $27.48万 | 0.01% | 6,635 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $27.88万 | 0.01% | 5,078 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $28.00万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $29.15万 | 0.02% | 520 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $29.92万 | 0.02% | 1,234 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $30.57万 | 0.02% | 260 | 26 | 11.1% | $3.06万 | 加仓 |
| SRE | SEMPRA | $30.59万 | 0.02% | 3,300 | -13 | -0.4% | -$1,205 | 减仓 |
| EEM | ISHARES TR | $30.78万 | 0.02% | 4,499 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $32.19万 | 0.02% | 3,530 | 5 | 0.1% | $456 | 加仓 |
| ETN | EATON CORP PLC | $32.77万 | 0.02% | 769 | 55 | 7.7% | $2.34万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.83万 | 0.02% | 8,931 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $32.92万 | 0.02% | 5,844 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $33.77万 | 0.02% | 4,380 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $34.38万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $34.48万 | 0.02% | 1,005 | -304 | -23.2% | -$10.43万 | 减仓 |
| MO | ALTRIA GROUP INC | $34.59万 | 0.02% | 4,808 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $35.48万 | 0.02% | 949 | -5 | -0.5% | -$1,869 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $35.94万 | 0.02% | 1,054 | -308 | -22.6% | -$10.50万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $36.19万 | 0.02% | 1,831 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $37.00万 | 0.02% | 2,341 | 13 | 0.6% | $2,054 | 加仓 |
| BX | BLACKSTONE INC | $37.76万 | 0.02% | 3,209 | 29 | 0.9% | $3,412 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $37.93万 | 0.02% | 497 | 51 | 11.4% | $3.89万 | 加仓 |
| APH | AMPHENOL CORP | $40.91万 | 0.02% | 2,320 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $40.96万 | 0.02% | 1,470 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $41.79万 | 0.02% | 4,529 | -25 | -0.5% | -$2,307 | 减仓 |
| VOT | VANGUARD INDEX FDS | $42.91万 | 0.02% | 1,401 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $45.39万 | 0.02% | 7,966 | -1,828 | -18.7% | -$10.42万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $48.00万 | 0.03% | 1,708 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $49.10万 | 0.03% | 648 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $49.59万 | 0.03% | 3,384 | -53 | -1.5% | -$7,767 | 减仓 |
| SAIA | SAIA INC | $51.59万 | 0.03% | 1,225 | -100 | -7.5% | -$4.21万 | 减仓 |
| WM | WASTE MGMT INC DEL | $52.38万 | 0.03% | 2,350 | -424 | -15.3% | -$9.45万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $53.40万 | 0.03% | 10,558 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $54.19万 | 0.03% | 962 | 45 | 4.9% | $2.53万 | 加仓 |
| TJX | TJX COS INC NEW | $55.30万 | 0.03% | 3,650 | 88 | 2.5% | $1.33万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $55.80万 | 0.03% | 7,607 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $55.87万 | 0.03% | 18,500 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $56.58万 | 0.03% | 1,529 | 5 | 0.3% | $1,850 | 加仓 |
| EMR | EMERSON ELEC CO | $61.13万 | 0.03% | 4,271 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $67.18万 | 0.04% | 8,500 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $67.58万 | 0.04% | 11,728 | -23 | -0.2% | -$1,325 | 减仓 |
| ANET | ARISTA NETWORKS INC | $67.95万 | 0.04% | 4,000 | -461 | -10.3% | -$7.83万 | 减仓 |
| LLY | ELI LILLY & CO | $68.13万 | 0.04% | 568 | 38 | 7.2% | $4.56万 | 加仓 |
| INTC | INTEL CORP | $68.50万 | 0.04% | 4,906 | -1,696 | -25.7% | -$23.68万 | 减仓 |
| USB | US BANCORP | $71.26万 | 0.04% | 11,798 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $75.25万 | 0.04% | 5,500 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $77.15万 | 0.04% | 8,776 | -2,229 | -20.3% | -$19.60万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $79.26万 | 0.04% | 3,539 | 64 | 1.8% | $1.43万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $79.35万 | 0.04% | 4,386 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $81.17万 | 0.04% | 18,095 | -815 | -4.3% | -$3.66万 | 减仓 |
| CVX | CHEVRON CORPORATION | $82.45万 | 0.04% | 4,974 | -110 | -2.2% | -$1.82万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $84.22万 | 0.04% | 9,596 | 80 | 0.8% | $7,022 | 加仓 |
| MCD | MCDONALDS CORP | $87.80万 | 0.05% | 3,248 | 60 | 1.9% | $1.62万 | 加仓 |
| TSLA | TESLA INC | $88.37万 | 0.05% | 2,101 | 53 | 2.6% | $2.23万 | 加仓 |
| KO | COCA COLA CO | $89.93万 | 0.05% | 11,066 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $90.88万 | 0.05% | 4,918 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $95.71万 | 0.05% | 2,552 | -255 | -9.1% | -$9.56万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $101.45万 | 0.05% | 22,550 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $103.91万 | 0.06% | 8,368 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $111.93万 | 0.06% | 4,546 | -12 | -0.3% | -$2,955 | 减仓 |
| DE | DEERE & CO | $112.15万 | 0.06% | 1,768 | -2 | -0.1% | -$1,269 | 减仓 |
| AVGO | BROADCOM INC | $113.55万 | 0.06% | 3,006 | -34 | -1.1% | -$1.28万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $118.11万 | 0.06% | 4,200 | -4 | -0.1% | -$1,125 | 减仓 |
| IRM | IRON MTN INC DEL | $119.83万 | 0.06% | 9,487 | 11 | 0.1% | $1,389 | 加仓 |
| PAYX | PAYCHEX INC | $126.72万 | 0.07% | 12,887 | 0 | 0.0% | — | 不变 |
| HTH | HILLTOP HLDGS INC | $128.36万 | 0.07% | 33,100 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $129.09万 | 0.07% | 1,380 | -10 | -0.7% | -$9,355 | 减仓 |
| IVV | ISHARES TR | $129.21万 | 0.07% | 1,725 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $130.85万 | 0.07% | 9,166 | -1,563 | -14.6% | -$22.31万 | 减仓 |
| ITOT | ISHARES TR | $133.67万 | 0.07% | 8,137 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $134.53万 | 0.07% | 27,025 | -2,650 | -8.9% | -$13.19万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $144.79万 | 0.08% | 48,007 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $152.45万 | 0.08% | 2,041 | -476 | -18.9% | -$35.55万 | 减仓 |
| IEI | ISHARES TR | $155.68万 | 0.08% | 13,255 | -645 | -4.6% | -$7.58万 | 减仓 |
| IBTK | ISHARES TR | $170.80万 | 0.09% | 87,410 | -2,885 | -3.2% | -$5.64万 | 减仓 |
| PEP | PEPSICO INC | $176.24万 | 0.09% | 13,016 | -296 | -2.2% | -$4.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $187.55万 | 0.10% | 5,028 | -414 | -7.6% | -$15.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $193.60万 | 0.10% | 3,869 | 5 | 0.1% | $2,502 | 加仓 |
| AMGN | AMGEN INC | $200.61万 | 0.11% | 5,540 | -107 | -1.9% | -$3.87万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $223.60万 | 0.12% | 2,286 | 31 | 1.4% | $3.03万 | 加仓 |
| AMZN | AMAZON COM INC | $223.73万 | 0.12% | 9,387 | 230 | 2.5% | $5.48万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $227.21万 | 0.12% | 43,693 | -1,248 | -2.8% | -$6.49万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $240.20万 | 0.13% | 26,200 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $253.15万 | 0.14% | 13,343 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $260.69万 | 0.14% | 2,448 | -119 | -4.6% | -$12.67万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $280.30万 | 0.15% | 20,897 | -51,373 | -71.1% | -$689.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $288.02万 | 0.15% | 8,799 | -52 | -0.6% | -$1.70万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $297.56万 | 0.16% | 20,292 | -146 | -0.7% | -$2.14万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $301.59万 | 0.16% | 19,929 | -1,202 | -5.7% | -$18.19万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $368.08万 | 0.20% | 123,009 | -226 | -0.2% | -$6,763 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $389.87万 | 0.21% | 38,925 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $411.69万 | 0.22% | 71,288 | -500 | -0.7% | -$2.89万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $440.19万 | 0.23% | 40,101 | -65 | -0.2% | -$7,135 | 减仓 |