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 |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | $9.31万 | 0.01% | 4,822 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $9.29万 | 0.01% | 772 | 42 | 5.8% | $5,052 | 加仓 |
| MUB | ISHARES TR | $8.98万 | 0.01% | 846 | 4 | 0.5% | $425 | 加仓 |
| LRCX | LAM RESEARCH CORP | $8.89万 | 0.01% | 416 | 46 | 12.4% | $9,828 | 加仓 |
| MCO | MOODYS CORP | $8.72万 | 0.00% | 200 | -200 | -50.0% | -$8.72万 | 减仓 |
| TY | TRI CONTL CORP | $8.61万 | 0.00% | 2,726 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $8.40万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $8.32万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $8.26万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $8.23万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $8.07万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $8.07万 | 0.00% | 135 | -35 | -20.6% | -$2.09万 | 减仓 |
| COP | CONOCOPHILLIPS | $7.96万 | 0.00% | 603 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $7.93万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $7.72万 | 0.00% | 1,525 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $7.68万 | 0.00% | 155 | -22 | -12.4% | -$1.09万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7.68万 | 0.00% | 2,000 | -450 | -18.4% | -$1.73万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $7.59万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $7.35万 | 0.00% | 812 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $7.34万 | 0.00% | 916 | 4 | 0.4% | $320 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $7.28万 | 0.00% | 269 | -227 | -45.8% | -$6.14万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7.23万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $7.08万 | 0.00% | 716 | -200 | -21.8% | -$1.98万 | 减仓 |
| FTNT | FORTINET INC | $7.03万 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $6.98万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $6.93万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $6.77万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $6.72万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $6.69万 | 0.00% | 605 | 1 | 0.2% | $111 | 加仓 |
| AGL | AGILON HEALTH INC | $6.64万 | 0.00% | 8,400 | 8,400 | — | $6.64万 | 新建仓 |
| KVUE | KENVUE INC | $6.64万 | 0.00% | 3,852 | 42 | 1.1% | $724 | 加仓 |
| VUG | VANGUARD INDEX FDS | $6.51万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $6.33万 | 0.00% | 744 | 4 | 0.5% | $341 | 加仓 |
| TGT | TARGET CORP | $6.27万 | 0.00% | 518 | -31 | -5.6% | -$3,754 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6.22万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $6.18万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $5.98万 | 0.00% | 582 | -272 | -31.9% | -$2.79万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $5.90万 | 0.00% | 3,592 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $5.89万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $5.85万 | 0.00% | 699 | 20 | 2.9% | $1,674 | 加仓 |
| DHR | DANAHER CORP DEL | $5.69万 | 0.00% | 300 | -95 | -24.1% | -$1.80万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $5.52万 | 0.00% | 255 | -250 | -49.5% | -$5.41万 | 减仓 |
| CRM | SALESFORCE INC | $5.48万 | 0.00% | 293 | -115 | -28.2% | -$2.15万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $5.47万 | 0.00% | 2,568 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $5.23万 | 0.00% | 500 | 500 | — | $5.23万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5.20万 | 0.00% | 986 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $5.19万 | 0.00% | 6,362 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $5.18万 | 0.00% | 267 | -50 | -15.8% | -$9,707 | 减仓 |
| VB | VANGUARD INDEX FDS | $5.16万 | 0.00% | 197 | 65 | 49.2% | $1.70万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $5.14万 | 0.00% | 2,304 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS DETROIT STR TR | $5.13万 | 0.00% | 1,050 | -30 | -2.8% | -$1,466 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $4.69万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $4.58万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $4.38万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO ETF TR | $4.33万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $4.32万 | 0.00% | 1,800 | -95 | -5.0% | -$2,278 | 减仓 |
| CB | CHUBB LTD SWITZ | $4.24万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $4.22万 | 0.00% | 5,078 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $4.12万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $4.08万 | 0.00% | 208 | -88 | -29.7% | -$1.73万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $3.98万 | 0.00% | 1,325 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $3.84万 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $3.72万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $3.71万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $3.70万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $3.69万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $3.67万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $3.64万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $3.63万 | 0.00% | 2,424 | 0 | 0.0% | — | 不变 |
| — | TRUMP MEDIA & TECHNOLOGY GRO | $3.51万 | 0.00% | 7,100 | 0 | 0.0% | — | 不变 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $3.49万 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $3.46万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.46万 | 0.00% | 315 | -109 | -25.7% | -$1.20万 | 减仓 |
| OGE | OGE ENERGY CORP | $3.45万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $3.37万 | 0.00% | 749 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.33万 | 0.00% | 617 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $3.30万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $3.24万 | 0.00% | 150 | -50 | -25.0% | -$1.08万 | 减仓 |
| DXCM | DEXCOM INC | $3.14万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $3.11万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $3.08万 | 0.00% | 90 | 15 | 20.0% | $5,127 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3.05万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $3.05万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $3.05万 | 0.00% | 419 | 9 | 2.2% | $654 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3.04万 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $3.04万 | 0.00% | 163 | 8 | 5.2% | $1,492 | 加仓 |
| ADBE | ADOBE INC | $3.01万 | 0.00% | 124 | -25 | -16.8% | -$6,077 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $3.00万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $2.98万 | 0.00% | 401 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $2.95万 | 0.00% | 209 | 5 | 2.5% | $706 | 加仓 |
| ADAM | ADAMAS TRUST INC. | $2.94万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $2.93万 | 0.00% | 607 | -778 | -56.2% | -$3.76万 | 减仓 |
| SDY | SPDR SERIES TRUST | $2.92万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW | $2.80万 | 0.00% | 879 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $2.79万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | GALECTIN THERAPEUTICS INC | $2.79万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2.79万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $2.77万 | 0.00% | 895 | 2 | 0.2% | $62 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2.74万 | 0.00% | 58 | 2 | 3.6% | $946 | 加仓 |
| EWC | ISHARES INC | $2.74万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |