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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $79.35万 | 0.04% | 4,386 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $79.26万 | 0.04% | 3,539 | 64 | 1.8% | $1.43万 | 加仓 |
| MGK | VANGUARD WORLD FD | $77.15万 | 0.04% | 8,776 | -2,229 | -20.3% | -$19.60万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $75.25万 | 0.04% | 5,500 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $71.26万 | 0.04% | 11,798 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $68.50万 | 0.04% | 4,906 | -1,696 | -25.7% | -$23.68万 | 减仓 |
| LLY | ELI LILLY & CO | $68.13万 | 0.04% | 568 | 38 | 7.2% | $4.56万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $67.95万 | 0.04% | 4,000 | -461 | -10.3% | -$7.83万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $67.58万 | 0.04% | 11,728 | -23 | -0.2% | -$1,325 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $67.18万 | 0.04% | 8,500 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $61.13万 | 0.03% | 4,271 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $56.58万 | 0.03% | 1,529 | 5 | 0.3% | $1,850 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $55.87万 | 0.03% | 18,500 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $55.80万 | 0.03% | 7,607 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $55.30万 | 0.03% | 3,650 | 88 | 2.5% | $1.33万 | 加仓 |
| META | META PLATFORMS INC | $54.19万 | 0.03% | 962 | 45 | 4.9% | $2.53万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $53.40万 | 0.03% | 10,558 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $52.38万 | 0.03% | 2,350 | -424 | -15.3% | -$9.45万 | 减仓 |
| SAIA | SAIA INC | $51.59万 | 0.03% | 1,225 | -100 | -7.5% | -$4.21万 | 减仓 |
| ORCL | ORACLE CORP | $49.59万 | 0.03% | 3,384 | -53 | -1.5% | -$7,767 | 减仓 |
| CW | CURTISS WRIGHT CORP | $49.10万 | 0.03% | 648 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $48.00万 | 0.03% | 1,708 | 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 |
| VOT | VANGUARD INDEX FDS | $42.91万 | 0.02% | 1,401 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $41.79万 | 0.02% | 4,529 | -25 | -0.5% | -$2,307 | 减仓 |
| ECL | ECOLAB INC | $40.96万 | 0.02% | 1,470 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $40.91万 | 0.02% | 2,320 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $37.93万 | 0.02% | 497 | 51 | 11.4% | $3.89万 | 加仓 |
| BX | BLACKSTONE INC | $37.76万 | 0.02% | 3,209 | 29 | 0.9% | $3,412 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $37.00万 | 0.02% | 2,341 | 13 | 0.6% | $2,054 | 加仓 |
| VOE | VANGUARD INDEX FDS | $36.19万 | 0.02% | 1,831 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $35.94万 | 0.02% | 1,054 | -308 | -22.6% | -$10.50万 | 减仓 |
| GE | GE AEROSPACE | $35.48万 | 0.02% | 949 | -5 | -0.5% | -$1,869 | 减仓 |
| MO | ALTRIA GROUP INC | $34.59万 | 0.02% | 4,808 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $34.48万 | 0.02% | 1,005 | -304 | -23.2% | -$10.43万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $34.38万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $33.77万 | 0.02% | 4,380 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $32.92万 | 0.02% | 5,844 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.83万 | 0.02% | 8,931 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $32.77万 | 0.02% | 769 | 55 | 7.7% | $2.34万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $32.19万 | 0.02% | 3,530 | 5 | 0.1% | $456 | 加仓 |
| EEM | ISHARES TR | $30.78万 | 0.02% | 4,499 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $30.59万 | 0.02% | 3,300 | -13 | -0.4% | -$1,205 | 减仓 |
| GEV | GE VERNOVA INC | $30.57万 | 0.02% | 260 | 26 | 11.1% | $3.06万 | 加仓 |
| IWD | ISHARES TR | $29.92万 | 0.02% | 1,234 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $29.15万 | 0.02% | 520 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $28.00万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $27.88万 | 0.01% | 5,078 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $27.48万 | 0.01% | 6,635 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $27.39万 | 0.01% | 3,825 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $27.27万 | 0.01% | 3,598 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $26.23万 | 0.01% | 1,104 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $24.17万 | 0.01% | 2,925 | -73 | -2.4% | -$6,033 | 减仓 |
| PFE | PFIZER INC | $23.91万 | 0.01% | 9,929 | -104 | -1.0% | -$2,504 | 减仓 |
| SPTM | SPDR SERIES TRUST | $20.86万 | 0.01% | 2,298 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $20.86万 | 0.01% | 1,406 | 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 |
| CDNS | CADENCE DESIGN SYSTEM INC | $18.95万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $18.63万 | 0.01% | 685 | -125 | -15.4% | -$3.40万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $17.91万 | 0.01% | 2,067 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $17.70万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $17.47万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $17.38万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $17.38万 | 0.01% | 1,271 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $17.06万 | 0.01% | 1,348 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $17.05万 | 0.01% | 2,116 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $16.40万 | 0.01% | 6,105 | 0 | 0.0% | — | 不变 |
| EFSC | ENTERPRISE FINL SVCS CORP | $16.21万 | 0.01% | 2,460 | 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 |
| TRGP | TARGA RES CORP | $15.42万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $15.41万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $15.33万 | 0.01% | 764 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $15.19万 | 0.01% | 1,650 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $15.02万 | 0.01% | 2,680 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $14.67万 | 0.01% | 1,524 | -31 | -2.0% | -$2,984 | 减仓 |
| HON | HONEYWELL INTL INC | $14.06万 | 0.01% | 628 | -629 | -50.0% | -$14.08万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $13.99万 | 0.01% | 1,743 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $13.88万 | 0.01% | 628 | 628 | — | $13.88万 | 新建仓 |
| KLAC | KLA CORP | $13.88万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $13.79万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $13.30万 | 0.01% | 4,161 | 37 | 0.9% | $1,183 | 加仓 |
| ILCG | ISHARES TR | $13.23万 | 0.01% | 1,130 | 1 | 0.1% | $117 | 加仓 |
| WMB | WILLIAMS COS INC | $13.23万 | 0.01% | 1,779 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $13.21万 | 0.01% | 860 | 0 | 0.0% | — | 不变 |
| AVDS | AMERICAN CENTY ETF TR | $12.84万 | 0.01% | 1,706 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $12.82万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $12.56万 | 0.01% | 1,895 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $11.79万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $11.75万 | 0.01% | 658 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $11.63万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $11.56万 | 0.01% | 4,575 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $11.53万 | 0.01% | 266 | -150 | -36.1% | -$6.50万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $11.28万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $10.95万 | 0.01% | 451 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $10.94万 | 0.01% | 1,266 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $10.91万 | 0.01% | 849 | 77 | 10.0% | $9,895 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $10.72万 | 0.01% | 1,112 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $10.69万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $9.73万 | 0.01% | 2,130 | 0 | 0.0% | — | 不变 |