13F 机构持仓

ATWOOD & PALMER INC

KANSAS CITY MO · SEC CIK 0001044929

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.5%
AVDE 3.7%
URI 3.5%
AVEM 3.5%
JEMB 3.3%
SHY 3.2%
CSCO 3.2%
JAAA 3.2%
PLTR 2.7%
ABBV 2.6%

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
INTU INTUIT $5,7420.00%22 00.0% — 不变
VLUE ISHARES TR $5,5950.00%28 00.0% — 不变
TEL TE CONNECTIVITY PLC $5,2420.00%26 00.0% — 不变
RSG REPUBLIC SVCS INC $5,1140.00%24 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $5,1130.00%197 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $5,0940.00%10 -1-9.1% -$509 减仓
MPC MARATHON PETE CORP $4,8580.00%19 00.0% — 不变
EQT EQT CORP $4,7330.00%89 00.0% — 不变
— FIDELITY ETHEREUM FD $4,7220.00%300 00.0% — 不变
DAL DELTA AIR LINES INC $4,6830.00%50 -23-31.5% -$2,154 减仓
VLO VALERO ENERGY CORP $4,4280.00%17 00.0% — 不变
ESML ISHARES TR $4,4190.00%79 00.0% — 不变
WAB WABTEC $4,3140.00%16 -3-15.8% -$809 减仓
PENN PENN ENTERTAINMENT INC $4,2720.00%200 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $3,9810.00%222 2512.7% $448 加仓
RBLX ROBLOX CORP $3,8070.00%70 00.0% — 不变
SOC SABLE OFFSHORE CORP $3,6960.00%1,200 00.0% — 不变
CMI CUMMINS INC $3,5670.00%5 00.0% — 不变
IXUS ISHARES TR $3,4360.00%36 00.0% — 不变
FLEX FLEX LTD $3,4040.00%21 00.0% — 不变
EMBC EMBECTA CORP $3,3910.00%1,040 00.0% — 不变
FDX FEDEX CORP $3,1320.00%10 00.0% — 不变
EQIX EQUINIX INC $3,1280.00%3 00.0% — 不变
QUAL ISHARES TR $3,0730.00%14 00.0% — 不变
XLK SELECT SECTOR SPDR TR $3,0490.00%16 00.0% — 不变
FRVO FERVO ENERGY CO $2,9230.00%100 100— $2,923 新建仓
ROP ROPER TECHNOLOGIES INC $2,7080.00%8 00.0% — 不变
CCB COASTAL FINL CORP WA $2,5580.00%33 00.0% — 不变
CIEN CIENA CORP $2,4530.00%5 00.0% — 不变
AMH AMERICAN HOMES 4 RENT $2,4470.00%73 00.0% — 不变
ALAB ASTERA LABS INC $2,4160.00%5 00.0% — 不变
CASY CASEYS GEN STORES INC $2,3850.00%3 00.0% — 不变
UL UNILEVER PLC $2,2250.00%37 00.0% — 不变
CI THE CIGNA GROUP $2,2060.00%8 00.0% — 不变
CLOA BLACKROCK ETF TRUST II $2,1810.00%42 42— $2,181 新建仓
UPS UNITED PARCEL SVCS INC $2,1500.00%20 00.0% — 不变
EXC EXELON CORP $2,1450.00%46 00.0% — 不变
ACM AECOM $1,9550.00%28 00.0% — 不变
ADBE ADOBE INC $1,8460.00%9 -115-92.7% -$2.36万 减仓
JVAL J P MORGAN EXCHANGE TRADED F $1,7600.00%30 00.0% — 不变
ADSK AUTODESK INC $1,7500.00%9 00.0% — 不变
TKR TIMKEN CO $1,7440.00%12 00.0% — 不变
TLH ISHARES TR $1,7060.00%17 00.0% — 不变
SCI SERVICE CORP INTL $1,3680.00%18 00.0% — 不变
TDG TRANSDIGM GROUP INC $1,3330.00%1 00.0% — 不变
— SELECTQUOTE INC $1,2620.00%1,500 00.0% — 不变
ONON ON HLDG AG $1,2400.00%35 516.7% $177 加仓
FANG DIAMONDBACK ENERGY INC $1,2310.00%7 00.0% — 不变
BE BLOOM ENERGY CORP $1,2110.00%4 4— $1,211 新建仓
SHEL SHELL PLC $1,1640.00%15 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $1,1400.00%18 00.0% — 不变
BIIB BIOGEN INC $1,0810.00%5 -7-58.3% -$1,513 减仓
PJT PJT PARTNERS INC $1,0570.00%7 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $9950.00%43 43— $995 新建仓
AGG ISHARES TR $9900.00%10 00.0% — 不变
VPU VANGUARD WORLD FD $9790.00%5 5— $979 新建仓
USMV ISHARES TR $9650.00%10 -21-67.7% -$2,026 重新持有
SYK STRYKER CORPORATION $9450.00%3 00.0% — 不变
NIO NIO INC $8860.00%175 -15-7.9% -$76 减仓
NBIX NEUROCRINE BIOSCIENCES INC $8430.00%5 00.0% — 不变
IR INGERSOLL RAND INC $8200.00%10 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $8110.00%19 00.0% — 不变
ODD ODDITY TECH LTD $7570.00%50 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $7550.00%5 5— $755 新建仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $7500.00%3 3— $750 新建仓
— GROWGENERATION CORP $7400.00%500 00.0% — 不变
ITA ISHARES TR $7280.00%3 3— $728 新建仓
STZ CONSTELLATION BRANDS INC $6960.00%5 00.0% — 不变
XLE SELECT SECTOR SPDR TR $5850.00%11 11— $585 新建仓
LULU LULULEMON ATHLETICA INC $5710.00%5 00.0% — 不变
OXY OCCIDENTAL PETE CORP $4860.00%10 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $4330.00%12 00.0% — 不变
SMH VANECK ETF TRUST $4020.00%1 00.0% — 不变
IGV ISHARES TR $3630.00%4 4— $363 新建仓
PGX INVESCO EXCH TRADED FD TR II $3260.00%30 30— $326 新建仓
XLF SELECT SECTOR SPDR TR $2690.00%5 -52-91.2% -$2,798 减仓
LUV SOUTHWEST AIRLS CO $2580.00%5 00.0% — 不变
TD TORONTO DOMINION BK ONT $2430.00%2 00.0% — 不变
GM GENERAL MTRS CO $2320.00%3 3— $232 新建仓
ESGU ISHARES TR $1640.00%1 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $1560.00%1 00.0% — 不变
DDD 3D SYS CORP DEL $1510.00%50 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $1400.00%8 00.0% — 不变
AIG AMERICAN INTL GROUP INC $1350.00%2 2— $135 新建仓
— ENVIROTECH VEHICLES INC $1110.00%65 00.0% — 不变
SONY SONY GROUP CORP $1010.00%5 5— $101 新建仓
LQDA LIQUIDIA CORPORATION $800.00%1 1— $80 新建仓
ARTY ISHARES TR $770.00%1 1— $77 新建仓
GDX VANECK ETF TRUST $360.00%0 0— -$44 清仓
— OCCIDENTAL PETE CORP $270.00%1 00.0% — 不变
— INOVIO PHARMACEUTICALS INC $200.00%18 00.0% — 不变
PRG PROG HOLDINGS INC $110.00%0 0— -$7 清仓
— TRINITY BIOTECH INVT LTD $80.00%20 00.0% — 不变
— WORKHORSE GROUP INC $40.00%1 00.0% — 不变
— CANOPY GROWTH CORPORATION $10.00%1 00.0% — 不变
— EXXON MOBIL CORP $00.00%0 -16,782-100.0% -$284.72万 清仓
ESLT ELBIT SYS LTD $00.00%0 -200-100.0% -$16.98万 清仓
— SEALED AIR CORP NEW $00.00%0 -2,400-100.0% -$10.09万 清仓
MCO MOODYS CORP $00.00%0 -200-100.0% -$8.72万 清仓
AGL AGILON HEALTH INC $00.00%0 -8,400-100.0% -$6.64万 清仓