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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $257.38万 | 0.15% | 13,343 | -100 | -0.7% | -$1.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $260.37万 | 0.15% | 8,851 | 14 | 0.2% | $4,118 | 加仓 |
| — | EXXON MOBIL CORP | $284.72万 | 0.16% | 16,782 | 53 | 0.3% | $8,992 | 加仓 |
| PG | PROCTER & GAMBLE CO | $295.21万 | 0.17% | 20,438 | -125 | -0.6% | -$1.81万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $319.76万 | 0.18% | 123,235 | 123,235 | — | $319.76万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $332.24万 | 0.19% | 21,131 | -1,416 | -6.3% | -$22.26万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $353.20万 | 0.20% | 71,788 | -491 | -0.7% | -$2.42万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $387.48万 | 0.22% | 40,166 | -1,500 | -3.6% | -$14.47万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $389.99万 | 0.22% | 38,925 | 5,133 | 15.2% | $51.43万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $487.95万 | 0.28% | 80,737 | -11,262 | -12.2% | -$68.06万 | 减仓 |
| HD | HOME DEPOT INC | $583.20万 | 0.33% | 17,732 | -112 | -0.6% | -$3.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $602.90万 | 0.34% | 24,665 | -463 | -1.8% | -$11.32万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $637.47万 | 0.36% | 40,336 | -295 | -0.7% | -$4.66万 | 减仓 |
| CBC | CENTRAL BANCOMPANY | $675.51万 | 0.38% | 282,050 | -13,000 | -4.4% | -$31.14万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $676.00万 | 0.38% | 35,223 | -7,052 | -16.7% | -$135.34万 | 减仓 |
| GOOGL | ALPHABET INC | $706.13万 | 0.40% | 24,556 | 124 | 0.5% | $3.57万 | 加仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $855.00万 | 0.48% | 204,495 | -8,094 | -3.8% | -$33.84万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $1,037.95万 | 0.59% | 72,270 | 2,310 | 3.3% | $33.18万 | 加仓 |
| IMTM | ISHARES TR | $1,098.30万 | 0.62% | 228,717 | -7,325 | -3.1% | -$35.17万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,122.10万 | 0.63% | 260,166 | -9,455 | -3.5% | -$40.78万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,260.46万 | 0.71% | 100,467 | 100,268 | 50,385.9% | $1,257.96万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,309.06万 | 0.74% | 181,991 | 4,301 | 2.4% | $30.94万 | 加仓 |
| LOW | LOWES COS INC | $1,658.44万 | 0.94% | 70,190 | 480 | 0.7% | $11.34万 | 加仓 |
| IGSB | ISHARES TR | $1,877.58万 | 1.06% | 357,227 | 8,307 | 2.4% | $43.66万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1,899.56万 | 1.07% | 306,776 | 3,080 | 1.0% | $19.07万 | 加仓 |
| CDW | CDW CORP | $1,925.80万 | 1.09% | 159,131 | 994 | 0.6% | $12.03万 | 加仓 |
| SHYG | ISHARES TR | $1,936.66万 | 1.09% | 457,730 | 7,802 | 1.7% | $33.01万 | 加仓 |
| NOK | NOKIA CORP | $1,978.45万 | 1.12% | 2,460,760 | 2,460,760 | — | $1,978.45万 | 新建仓 |
| XBB | BONDBLOXX ETF TRUST | $2,034.56万 | 1.15% | 500,015 | 13,740 | 2.8% | $55.91万 | 加仓 |
| IBTJ | ISHARES TR | $2,064.11万 | 1.16% | 944,974 | 17,579 | 1.9% | $38.40万 | 加仓 |
| IBTI | ISHARES TR | $2,102.20万 | 1.19% | 943,410 | 19,318 | 2.1% | $43.05万 | 加仓 |
| GRMN | GARMIN LTD | $2,154.07万 | 1.22% | 92,844 | -186 | -0.2% | -$4.32万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,197.45万 | 1.24% | 63,667 | -301 | -0.5% | -$10.39万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,489.59万 | 1.40% | 55,753 | 361 | 0.7% | $16.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,632.59万 | 1.49% | 150,951 | 772 | 0.5% | $13.46万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,669.16万 | 1.51% | 54,303 | 126 | 0.2% | $6.19万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,721.46万 | 1.54% | 272,527 | 7,492 | 2.8% | $74.82万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,822.41万 | 1.59% | 33,362 | 364 | 1.1% | $30.79万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $2,826.01万 | 1.59% | 667,141 | 2,491 | 0.4% | $10.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,018.70万 | 1.70% | 60,415 | 590 | 1.0% | $29.48万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $3,099.94万 | 1.75% | 158,703 | 795 | 0.5% | $15.53万 | 加仓 |
| MELI | MERCADOLIBRE INC | $3,177.07万 | 1.79% | 18,375 | 1,131 | 6.6% | $195.55万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $3,222.04万 | 1.82% | 41,702 | -115 | -0.3% | -$8.89万 | 减仓 |
| WMT | WALMART INC | $3,224.92万 | 1.82% | 259,489 | -7,472 | -2.8% | -$92.86万 | 减仓 |
| AAPL | APPLE INC | $3,232.81万 | 1.82% | 127,381 | 1,815 | 1.4% | $46.06万 | 加仓 |
| DHI | D R HORTON INC | $3,269.13万 | 1.84% | 238,240 | 369 | 0.2% | $5.06万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $3,437.19万 | 1.94% | 77,345 | 283 | 0.4% | $12.58万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $3,604.70万 | 2.03% | 699,263 | 15,174 | 2.2% | $78.22万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $3,702.31万 | 2.09% | 62,436 | -1,096 | -1.7% | -$64.99万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $3,734.89万 | 2.11% | 499,116 | 10,931 | 2.2% | $81.80万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $3,890.00万 | 2.20% | 837,279 | -6,649 | -0.8% | -$30.89万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $3,964.33万 | 2.24% | 770,820 | 18,755 | 2.5% | $96.46万 | 加仓 |
| CSCO | CISCO SYS INC | $3,991.11万 | 2.25% | 514,385 | -7,393 | -1.4% | -$57.36万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $3,998.02万 | 2.26% | 257,074 | -2,824 | -1.1% | -$43.92万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $4,108.46万 | 2.32% | 67,977 | 0 | 0.0% | — | 不变 |
| PSQO | PALMER SQUARE FUNDS TR | $4,143.48万 | 2.34% | 2,019,239 | 118,143 | 6.2% | $242.43万 | 加仓 |
| ABBV | ABBVIE INC | $4,222.53万 | 2.38% | 194,148 | -228 | -0.1% | -$4.96万 | 减仓 |
| URI | UNITED RENTALS INC | $4,266.81万 | 2.41% | 58,565 | 169 | 0.3% | $12.31万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $4,842.26万 | 2.73% | 347,439 | -2,396 | -0.7% | -$33.39万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $5,410.37万 | 3.05% | 671,428 | 7,005 | 1.1% | $56.45万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $5,792.06万 | 3.27% | 1,149,903 | 43,395 | 3.9% | $218.58万 | 加仓 |
| SHY | ISHARES TR | $5,922.08万 | 3.34% | 717,219 | 22,248 | 3.2% | $183.70万 | 加仓 |
| JEMB | JANUS DETROIT STR TR | $6,019.33万 | 3.40% | 1,147,399 | 44,816 | 4.1% | $235.11万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6,400.10万 | 3.61% | 437,524 | -7,089 | -1.6% | -$103.70万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $6,511.06万 | 3.67% | 767,452 | 10,440 | 1.4% | $88.57万 | 加仓 |
| GOOG | ALPHABET INC | $6,881.07万 | 3.88% | 239,876 | -3,698 | -1.5% | -$106.08万 | 减仓 |