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
TSLA TESLA INC $76.13万0.04%2,048 351.7% $1.30万 加仓
PM PHILIP MORRIS INTL INC $72.52万0.04%4,386 -150-3.3% -$2.48万 减仓
AEP AMERICAN ELEC PWR CO INC $72.09万0.04%5,500 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.04%1 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $71.27万0.04%11,751 230.2% $1,395 加仓
ADP AUTOMATIC DATA PROCESSING IN $70.61万0.04%3,475 -450-11.5% -$9.14万 减仓
VCSH VANGUARD SCOTTSDALE FDS $67.38万0.04%8,500 00.0% — 不变
WM WASTE MGMT INC DEL $63.74万0.04%2,774 00.0% — 不变
QCOM QUALCOMM INC $63.33万0.04%4,918 -76-1.5% -$9,787 减仓
USB US BANCORP $61.36万0.03%11,798 -700-5.6% -$3.64万 减仓
TJX TJX COS INC NEW $56.89万0.03%3,562 1,12846.3% $18.01万 加仓
EMR EMERSON ELEC CO $55.95万0.03%4,271 00.0% — 不变
ANET ARISTA NETWORKS INC $54.77万0.03%4,461 -200-4.3% -$2.46万 减仓
GSST GOLDMAN SACHS ETF TR $53.37万0.03%10,558 00.0% — 不变
META META PLATFORMS INC $52.46万0.03%917 -73-7.4% -$4.18万 减仓
ORCL ORACLE CORP $50.56万0.03%3,437 732.2% $1.07万 加仓
VTI VANGUARD INDEX FDS $48.89万0.03%1,524 -542-26.2% -$17.39万 减仓
LLY ELI LILLY & CO $48.75万0.03%530 -15-2.8% -$1.38万 减仓
RF REGIONS FINANCIAL CORP NEW $48.32万0.03%18,500 00.0% — 不变
BAC BANK AMERICA CORP $47.75万0.03%9,794 -2,967-23.3% -$14.46万 减仓
SAIA SAIA INC $46.54万0.03%1,325 00.0% — 不变
CW CURTISS WRIGHT CORP $44.14万0.02%648 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $42.84万0.02%7,607 00.0% — 不变
SCHW SCHWAB CHARLES CORP $42.80万0.02%4,554 2,542126.3% $23.89万 加仓
V VISA INC $39.56万0.02%1,309 40.3% $1,209 加仓
ECL ECOLAB INC $39.10万0.02%1,470 37834.6% $10.06万 加仓
BX BLACKSTONE INC $36.57万0.02%3,180 351.1% $4,025 加仓
VOT VANGUARD INDEX FDS $36.05万0.02%1,401 1,3816,905.0% $35.53万 加仓
VYM VANGUARD WHITEHALL FDS $34.48万0.02%2,328 2,1291,069.8% $31.53万 加仓
EPD ENTERPRISE PRODS PARTNERS L $33.80万0.02%8,931 00.0% — 不变
VOE VANGUARD INDEX FDS $33.75万0.02%1,831 1,831— $33.75万 新建仓
NXPI NXP SEMICONDUCTORS N V $33.62万0.02%1,708 00.0% — 不变
MPLX MPLX LP $33.35万0.02%5,844 00.0% — 不变
SRE SEMPRA $32.19万0.02%3,313 130.4% $1,263 加仓
MO ALTRIA GROUP INC $31.73万0.02%4,808 00.0% — 不变
IJH ISHARES TR $29.58万0.02%4,380 -150-3.3% -$1.01万 减仓
OTIS OTIS WORLDWIDE CORP $29.48万0.02%3,825 -100-2.5% -$7,708 减仓
APH AMPHENOL CORP $29.31万0.02%2,320 2,320— $29.31万 新建仓
TT TRANE TECHNOLOGIES PLC $29.17万0.02%700 00.0% — 不变
INTC INTEL CORP $29.13万0.02%6,602 5,401449.7% $23.83万 加仓
QQQ INVESCO QQQ TR $29.02万0.02%503 10.2% $577 加仓
— HONEYWELL INTL INC $28.41万0.02%1,257 00.0% — 不变
AVLV AMERICAN CENTY ETF TR $28.41万0.02%3,525 50.1% $403 加仓
PFE PFIZER INC $28.17万0.02%10,033 1041.0% $2,920 加仓
AVIG AMERICAN CENTY ETF TR $27.56万0.02%6,635 00.0% — 不变
GE GE AEROSPACE $27.08万0.02%954 60.6% $1,703 加仓
LH LABCORP HOLDINGS INC $26.68万0.02%1,000 00.0% — 不变
IWD ISHARES TR $26.37万0.01%1,234 00.0% — 不变
EEM ISHARES TR $25.55万0.01%4,499 -124-2.7% -$7,042 减仓
ETN EATON CORP PLC $25.54万0.01%714 583445.0% $20.85万 加仓
DGRO ISHARES TR $25.25万0.01%3,598 3,598— $25.25万 新建仓
WFC WELLS FARGO & CO $23.87万0.01%2,998 -158-5.0% -$1.26万 减仓
CAH CARDINAL HEALTH INC $23.33万0.01%1,104 -300-21.4% -$6.34万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $22.97万0.01%373 00.0% — 不变
AXON AXON ENTERPRISE INC $22.08万0.01%520 00.0% — 不变
PANW PALO ALTO NETWORKS INC $21.84万0.01%1,362 00.0% — 不变
GEV GE VERNOVA INC $20.44万0.01%234 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS I $19.79万0.01%5,078 00.0% — 不变
UNP UNION PAC CORP $19.65万0.01%810 -57-6.6% -$1.38万 减仓
SPTM SPDR SERIES TRUST $18.17万0.01%2,298 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $17.71万0.01%3,500 00.0% — 不变
DUK DUKE ENERGY CORP NEW $17.65万0.01%1,348 00.0% — 不变
IJR ISHARES TR $17.48万0.01%1,406 -94-6.3% -$1.17万 减仓
CRWD CROWDSTRIKE HLDGS INC $17.41万0.01%446 00.0% — 不变
ACGL ARCH CAP GROUP LTD $17.28万0.01%1,800 00.0% — 不变
ESLT ELBIT SYS LTD $16.98万0.01%200 00.0% — 不变
UI UBIQUITI INC $16.66万0.01%211 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $16.26万0.01%2,067 -332-13.8% -$2.61万 减仓
ORLY OREILLY AUTOMOTIVE INC $15.23万0.01%1,650 00.0% — 不变
VO VANGUARD INDEX FDS $15.19万0.01%529 529— $15.19万 新建仓
IJS ISHARES TR $15.06万0.01%1,271 00.0% — 不变
DIS DISNEY WALT CO $14.99万0.01%1,555 312.0% $2,988 加仓
NJR NEW JERSEY RES CORP $14.72万0.01%2,680 00.0% — 不变
TRGP TARGA RES CORP $14.42万0.01%575 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $14.03万0.01%505 4651,162.5% $12.92万 加仓
COF CAPITAL ONE FINL CORP $13.94万0.01%764 00.0% — 不变
KMI KINDER MORGAN INC DEL $13.83万0.01%4,124 370.9% $1,241 加仓
GSY INVESCO ACTIVELY MANAGED EXC $13.78万0.01%2,750 00.0% — 不变
LNG CHENIERE ENERGY INC $13.39万0.01%472 00.0% — 不变
VV VANGUARD INDEX FDS $13.39万0.01%448 448— $13.39万 新建仓
EFSC ENTERPRISE FINL SVCS CORP $13.31万0.01%2,460 00.0% — 不变
WMB WILLIAMS COS INC $12.95万0.01%1,779 00.0% — 不变
BCS BARCLAYS PLC $12.92万0.01%6,105 -933-13.3% -$1.97万 减仓
FXL FIRST TR EXCHANGE-TRADED FD $12.71万0.01%800 00.0% — 不变
AVMC AMERICAN CENTY ETF TR $12.59万0.01%1,743 00.0% — 不变
AVDS AMERICAN CENTY ETF TR $12.26万0.01%1,706 00.0% — 不变
TRP TC ENERGY CORP $11.86万0.01%1,895 00.0% — 不变
ZTS ZOETIS INC $11.45万0.01%969 -600-38.2% -$7.09万 减仓
ILCG ISHARES TR $10.78万0.01%1,129 10.1% $96 加仓
FXH FIRST TR EXCHANGE-TRADED FD $10.43万0.01%950 00.0% — 不变
EVRG EVERGY INC $10.37万0.01%1,266 -2-0.2% -$164 减仓
— SEALED AIR CORP NEW $10.09万0.01%2,400 00.0% — 不变
OMC OMNICOM GROUP INC $9.99万0.01%1,327 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
VNQ VANGUARD INDEX FDS $9.86万0.01%1,112 00.0% — 不变
VBR VANGUARD INDEX FDS $9.79万0.01%451 451— $9.79万 新建仓
PWR QUANTA SVCS INC $9.77万0.01%178 00.0% — 不变
VBK VANGUARD INDEX FDS $9.75万0.01%322 3082,200.0% $9.32万 加仓
DIVO AMPLIFY ETF TR $9.55万0.01%2,130 00.0% — 不变
IJT ISHARES TR $9.52万0.01%658 00.0% — 不变