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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $2.69万 | 0.00% | 28 | 8 | 40.0% | $7,693 | 加仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $2.69万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $2.65万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $2.57万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $2.55万 | 0.00% | 100 | 35 | 53.8% | $8,940 | 重新持有 |
| AME | AMETEK INC | $2.52万 | 0.00% | 104 | -3 | -2.8% | -$726 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $2.52万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $2.45万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2.45万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $2.42万 | 0.00% | 195 | 2 | 1.0% | $248 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $2.38万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $2.37万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $2.34万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.30万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | TRUMP MEDIA & TECHNOLOGY GRO | $2.26万 | 0.00% | 7,100 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $2.23万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $2.22万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE INC | $2.20万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $2.18万 | 0.00% | 56 | -2 | -3.4% | -$780 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2.17万 | 0.00% | 34 | 18 | 112.5% | $1.15万 | 加仓 |
| HRB | BLOCK H & R INC | $2.17万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $2.15万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.12万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $2.05万 | 0.00% | 51 | -2 | -3.8% | -$803 | 减仓 |
| — | COLUMBIA ETF TR II | $1.97万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $1.95万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $1.92万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $1.92万 | 0.00% | 400 | -88 | -18.0% | -$4,219 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1.91万 | 0.00% | 54 | 54 | — | $1.91万 | 新建仓 |
| UI | UBIQUITI INC | $1.91万 | 0.00% | 36 | -175 | -82.9% | -$9.30万 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $1.90万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.85万 | 0.00% | 113 | 107 | 1,783.3% | $1.75万 | 加仓 |
| IWR | ISHARES TR | $1.82万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $1.78万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $1.77万 | 0.00% | 75 | -4 | -5.1% | -$944 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $1.76万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $1.74万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $1.74万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1.69万 | 0.00% | 412 | 50 | 13.8% | $2,054 | 加仓 |
| RPM | RPM INTL INC | $1.67万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.65万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.64万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $1.61万 | 0.00% | 213 | 13 | 6.5% | $982 | 加仓 |
| ZTS | ZOETIS INC | $1.60万 | 0.00% | 223 | -746 | -77.0% | -$5.36万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $1.59万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $1.58万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1.57万 | 0.00% | 514 | 14 | 2.8% | $427 | 加仓 |
| EOG | EOG RES INC | $1.56万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.52万 | 0.00% | 104 | -11 | -9.6% | -$1,607 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.49万 | 0.00% | 55 | 55 | — | $1.49万 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $1.43万 | 0.00% | 452 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1.39万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.39万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $1.38万 | 0.00% | 102 | 90 | 750.0% | $1.22万 | 加仓 |
| BANC | BANC OF CALIFORNIA INC | $1.34万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $1.31万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1.31万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $1.30万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $1.28万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.24万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $1.22万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $1.22万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $1.22万 | 0.00% | 287 | -25 | -8.0% | -$1,059 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.21万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $1.19万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $1.19万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $1.13万 | 0.00% | 25 | -3 | -10.7% | -$1,353 | 减仓 |
| TFC | TRUIST FINL CORP | $1.12万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $1.12万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $1.10万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.10万 | 0.00% | 65 | 64 | 6,400.0% | $1.08万 | 加仓 |
| PHM | PULTE GROUP INC | $1.08万 | 0.00% | 79 | -5 | -6.0% | -$686 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.08万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $1.04万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $9,818 | 0.00% | 706 | 6 | 0.9% | $83 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $9,340 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $9,046 | 0.00% | 699 | -209 | -23.0% | -$2,705 | 减仓 |
| MNKD | MANNKIND CORP | $8,520 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $8,470 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $8,387 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $8,163 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $7,965 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $7,928 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $7,780 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $7,730 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $7,664 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC | $7,558 | 0.00% | 100 | -100 | -50.0% | -$7,558 | 减仓 |
| MRNA | MODERNA INC | $7,003 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $7,001 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $6,940 | 0.00% | 21 | 21 | — | $6,940 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $6,667 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $6,512 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $6,392 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $6,386 | 0.00% | 30 | 30 | — | $6,386 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $6,382 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $6,343 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $6,076 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $6,034 | 0.00% | 19 | 10 | 111.1% | $3,176 | 加仓 |
| IUSV | ISHARES TR | $5,838 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5,810 | 0.00% | 10 | -47 | -82.5% | -$2.73万 | 减仓 |