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 |
|---|---|---|---|---|---|---|---|---|
| IWN | ISHARES TR | $9.71万 | 0.01% | 439 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $9.66万 | 0.01% | 1,327 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $9.62万 | 0.01% | 140 | 5 | 3.7% | $3,434 | 加仓 |
| TY | TRI CONTL CORP | $9.38万 | 0.01% | 2,726 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $9.22万 | 0.00% | 4,822 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $9.18万 | 0.00% | 853 | 7 | 0.8% | $753 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $9.13万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $9.08万 | 0.00% | 175 | 20 | 12.9% | $1.04万 | 加仓 |
| KLAR | KLARNA GROUP PLC | $8.58万 | 0.00% | 4,240 | 4,240 | — | $8.58万 | 新建仓 |
| GLD | SPDR GOLD TR | $8.51万 | 0.00% | 231 | 200 | 645.2% | $7.37万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $8.29万 | 0.00% | 916 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC | $8.26万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7.95万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $7.93万 | 0.00% | 108 | -395 | -78.5% | -$29.02万 | 减仓 |
| SPGI | S&P GLOBAL INC | $7.92万 | 0.00% | 195 | 1 | 0.5% | $406 | 加仓 |
| IEFA | ISHARES TR | $7.84万 | 0.00% | 812 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $7.71万 | 0.00% | 1,525 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $7.70万 | 0.00% | 3,592 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $7.58万 | 0.00% | 607 | 2 | 0.3% | $250 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $7.52万 | 0.00% | 181 | -88 | -32.7% | -$3.66万 | 减仓 |
| KVUE | KENVUE INC | $7.45万 | 0.00% | 3,897 | 45 | 1.2% | $860 | 加仓 |
| EMN | EASTMAN CHEM CO | $7.37万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $7.09万 | 0.00% | 747 | 3 | 0.4% | $285 | 加仓 |
| COP | CONOCOPHILLIPS | $6.99万 | 0.00% | 672 | 69 | 11.4% | $7,173 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6.92万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $6.84万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $6.83万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $6.82万 | 0.00% | 522 | 4 | 0.8% | $523 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6.76万 | 0.00% | 2,030 | 30 | 1.5% | $999 | 加仓 |
| IWP | ISHARES TR | $6.73万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $6.51万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $6.32万 | 0.00% | 716 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $6.08万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $6.06万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $5.97万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $5.97万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $5.96万 | 0.00% | 600 | 100 | 20.0% | $9,928 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $5.85万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $5.75万 | 0.00% | 679 | -20 | -2.9% | -$1,694 | 减仓 |
| DHR | DANAHER CORP DEL | $5.71万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $5.57万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $5.54万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $5.53万 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $5.31万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $5.28万 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $5.24万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $5.23万 | 0.00% | 5,078 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS DETROIT STR TR | $5.13万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $5.13万 | 0.00% | 2,304 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $5.03万 | 0.00% | 6,362 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $5.02万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $4.95万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $4.73万 | 0.00% | 2,568 | 0 | 0.0% | — | 不变 |
| — | GALECTIN THERAPEUTICS INC | $4.64万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $4.53万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $4.49万 | 0.00% | 986 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $4.45万 | 0.00% | 196 | 1 | 0.5% | $227 | 加仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $4.44万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $4.43万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $4.38万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $4.29万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO ETF TR | $4.27万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $4.16万 | 0.00% | 265 | -28 | -9.6% | -$4,393 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $4.14万 | 0.00% | 96 | 86 | 860.0% | $3.71万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $3.98万 | 0.00% | 1,325 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3.91万 | 0.00% | 1,150 | 600 | 109.1% | $2.04万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3.88万 | 0.00% | 325 | 5 | 1.6% | $598 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $3.82万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $3.79万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $3.77万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $3.77万 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| ADAM | ADAMAS TRUST INC. | $3.75万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.69万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.68万 | 0.00% | 617 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $3.66万 | 0.00% | 2,424 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3.66万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $3.62万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $3.57万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $3.53万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $3.50万 | 0.00% | 607 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $3.47万 | 0.00% | 155 | -8 | -4.9% | -$1,789 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3.38万 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $3.37万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $3.34万 | 0.00% | 112 | -155 | -58.1% | -$4.62万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $3.31万 | 0.00% | 897 | 2 | 0.2% | $74 | 加仓 |
| IEMG | ISHARES INC | $3.27万 | 0.00% | 394 | 2 | 0.5% | $166 | 加仓 |
| EFV | ISHARES TR | $3.15万 | 0.00% | 411 | 10 | 2.5% | $766 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $3.13万 | 0.00% | 410 | -9 | -2.1% | -$688 | 减仓 |
| SDY | SPDR SERIES TRUST | $3.04万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $3.01万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $2.99万 | 0.00% | 204 | -5 | -2.4% | -$732 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2.94万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW | $2.93万 | 0.00% | 879 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $2.89万 | 0.00% | 749 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $2.88万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2.85万 | 0.00% | 167 | 167 | — | $2.85万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.80万 | 0.00% | 828 | 62 | 8.1% | $2,099 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.77万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $2.70万 | 0.00% | 1,057 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $2.69万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |