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
— FIDELITY ETHEREUM FD $6,2640.00%300 00.0% — 不变
FCX FREEPORT MCMORAN INC $6,2310.00%106 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $5,9090.00%197 00.0% — 不变
EQT EQT CORP $5,6640.00%89 00.0% — 不变
TEL TE CONNECTIVITY PLC $5,4350.00%26 00.0% — 不变
IUSV ISHARES TR $5,4200.00%53 00.0% — 不变
RSG REPUBLIC SVCS INC $5,2570.00%24 00.0% — 不变
MRNA MODERNA INC $5,0800.00%100 00.0% — 不变
— KRANESHARES TRUST $4,9020.00%121 00.0% — 不变
MNKD MANNKIND CORP $4,9000.00%2,000 00.0% — 不变
DAL DELTA AIR LINES INC $4,8540.00%73 2346.0% $1,529 加仓
WAB WABTEC $4,7490.00%19 318.8% $750 加仓
RDDT REDDIT INC $4,7130.00%35 00.0% — 不变
MPC MARATHON PETE CORP $4,6400.00%19 19— $4,640 新建仓
WDC WESTERN DIGITAL CORP $4,3280.00%16 16— $4,328 新建仓
VLO VALERO ENERGY CORP $4,2010.00%17 -8-32.0% -$1,977 重新持有
VLUE ISHARES TR $3,9820.00%28 00.0% — 不变
RBLX ROBLOX CORP $3,9600.00%70 00.0% — 不变
ESML ISHARES TR $3,7150.00%79 79— $3,715 新建仓
FDX FEDEX CORP $3,5620.00%10 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $3,1290.00%197 197— $3,129 新建仓
IXUS ISHARES TR $3,1200.00%36 36— $3,120 新建仓
XLY SELECT SECTOR SPDR TR $3,0520.00%28 00.0% — 不变
PLD PROLOGIS INC. $3,0410.00%23 23— $3,041 新建仓
PENN PENN ENTERTAINMENT INC $3,0060.00%200 00.0% — 不变
EQIX EQUINIX INC $2,9410.00%3 -10-76.9% -$9,803 减仓
ROP ROPER TECHNOLOGIES INC $2,8310.00%8 00.0% — 不变
XLF SELECT SECTOR SPDR TR $2,8150.00%57 00.0% — 不变
CMI CUMMINS INC $2,6910.00%5 5— $2,691 新建仓
QUAL ISHARES TR $2,6860.00%14 00.0% — 不变
XLB SELECT SECTOR SPDR TR $2,5990.00%52 00.0% — 不变
CCB COASTAL FINL CORP WA $2,5120.00%33 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $2,4770.00%9 9— $2,477 新建仓
ACM AECOM $2,3750.00%28 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $2,2590.00%8 8— $2,259 新建仓
EXC EXELON CORP $2,2550.00%46 00.0% — 不变
BIIB BIOGEN INC $2,2000.00%12 7140.0% $1,283 加仓
CASY CASEYS GEN STORES INC $2,1840.00%3 00.0% — 不变
ADSK AUTODESK INC $2,1550.00%9 -34-79.1% -$8,141 减仓
CI THE CIGNA GROUP $2,1340.00%8 00.0% — 不变
XLK SELECT SECTOR SPDR TR $2,1270.00%16 16— $2,127 新建仓
UL UNILEVER PLC $2,1080.00%37 00.0% — 不变
AMH AMERICAN HOMES 4 RENT $2,0390.00%73 00.0% — 不变
BA BOEING CO $1,9910.00%10 10— $1,991 新建仓
UPS UNITED PARCEL SVCS INC $1,9680.00%20 00.0% — 不变
CIEN CIENA CORP $1,9420.00%5 5— $1,942 新建仓
HWM HOWMET AEROSPACE INC $1,8440.00%8 8— $1,844 新建仓
TLH ISHARES TR $1,7130.00%17 17— $1,713 新建仓
DELL DELL TECHNOLOGIES INC $1,6420.00%10 00.0% — 不变
MTSI MACOM TECH SOLUTIONS HLDGS I $1,5550.00%7 7— $1,555 新建仓
GIS GENERAL MILLS INC $1,5270.00%41 -9-18.0% -$335 重新持有
VRT VERTIV HOLDINGS CO $1,5040.00%6 6— $1,504 新建仓
SCI SERVICE CORP INTL $1,4860.00%18 00.0% — 不变
JVAL J P MORGAN EXCHANGE TRADED F $1,4660.00%30 00.0% — 不变
MMM 3M CO $1,4530.00%10 10— $1,453 新建仓
COHR COHERENT CORP $1,4300.00%6 6— $1,430 新建仓
SHEL SHELL PLC $1,3950.00%15 00.0% — 不变
STT STATE STR CORP $1,3930.00%11 11— $1,393 新建仓
FANG DIAMONDBACK ENERGY INC $1,3850.00%7 00.0% — 不变
FIX COMFORT SYS USA INC $1,3790.00%1 1— $1,379 新建仓
FLEX FLEXTRONICS INTL LTD $1,3750.00%21 -120-85.1% -$7,857 减仓
SLAB SILICON LABORATORIES INC $1,2490.00%6 6— $1,249 新建仓
TKR TIMKEN CO $1,2070.00%12 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $1,1930.00%19 00.0% — 不变
TDG TRANSDIGM GROUP INC $1,1590.00%1 00.0% — 不变
MKSI MKS INC. $1,1500.00%5 5— $1,150 新建仓
NIO NIO INC $1,1460.00%190 158.6% $90 加仓
EXPD EXPEDITORS INTL WASH INC $1,1460.00%8 8— $1,146 新建仓
BHF BRIGHTHOUSE FINL INC $1,0780.00%18 00.0% — 不变
— WARNER BROS DISCOVERY INC $1,0710.00%39 39— $1,071 新建仓
JBL JABIL INC $1,0630.00%4 4— $1,063 新建仓
CCL CARNIVAL CORP $1,0360.00%40 40— $1,036 新建仓
— JANUS HENDERSON GROUP PLC $1,0280.00%20 20— $1,028 新建仓
ONON ON HLDG AG $1,0210.00%30 00.0% — 不变
AGG ISHARES TR $9930.00%10 10— $993 新建仓
SYK STRYKER CORPORATION $9860.00%3 00.0% — 不变
MAR MARRIOTT INTL INC NEW $9820.00%3 3— $982 新建仓
PJT PJT PARTNERS INC $9790.00%7 00.0% — 不变
— SELECTQUOTE INC $9450.00%1,500 00.0% — 不变
CRUS CIRRUS LOGIC INC $8680.00%6 6— $868 新建仓
CFFN CAPITOL FED FINL INC $8560.00%120 -880-88.0% -$6,277 减仓
DOV DOVER CORP $8340.00%4 4— $834 新建仓
IR INGERSOLL RAND INC $8020.00%10 00.0% — 不变
— QORVO INC $7740.00%10 10— $774 新建仓
P EVERPURE INC $7680.00%13 13— $768 新建仓
LULU LULULEMON ATHLETICA INC $7660.00%5 00.0% — 不变
STZ CONSTELLATION BRANDS INC $7500.00%5 00.0% — 不变
SF STIFEL FINL CORP $7400.00%10 10— $740 新建仓
ROK ROCKWELL AUTOMATION INC $7180.00%2 2— $718 新建仓
NVT NVENT ELEC PLC $7100.00%6 6— $710 新建仓
Q QNITY ELECTRONICS INC $6930.00%6 6— $693 新建仓
CBRE CBRE GROUP INC $6780.00%5 5— $678 新建仓
ODD ODDITY TECH LTD $6690.00%50 00.0% — 不变
NBIX NEUROCRINE BIOSCIENCES INC $6590.00%5 00.0% — 不变
OXY OCCIDENTAL PETE CORP $6500.00%10 00.0% — 不变
SYNA SYNAPTICS INC $6310.00%9 9— $631 新建仓
MTB M & T BK CORP $6210.00%3 3— $621 新建仓
INGM INGRAM MICRO HLDG CORP $6070.00%26 26— $607 新建仓
MRVL MARVELL TECHNOLOGY INC $5950.00%6 6— $595 新建仓
IDXX IDEXX LABS INC $5620.00%1 1— $562 新建仓