Abound Wealth Management
FRANKLIN TN · SEC CIK 0001950323
$5.04亿2026Q2 申报市值
1,347持仓数
66.5%前十大占比 · 第一大 14.4%
100 / 254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
IJR 加仓+$337.35万
AVGO 加仓+$295.66万
AGG 加仓+$288.93万
SPYM 加仓+$158.34万
MSFT 加仓+$124.36万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$111.90万
NVDA 减仓-$55.88万
VOO 减仓-$53.37万
RSP 减仓-$41.30万
AMZN 减仓-$35.18万
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $7,279.95万 | 14.45% | 490,860 | 22,746 | 4.9% | $337.35万 | 加仓 |
| AGG | ISHARES TR | $5,048.27万 | 10.02% | 510,029 | 29,191 | 6.1% | $288.93万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,716.33万 | 7.38% | 521,591 | -546 | -0.1% | -$3.89万 | 减仓 |
| IVV | ISHARES TR | $3,203.98万 | 6.36% | 42,783 | 1,183 | 2.8% | $88.59万 | 加仓 |
| VV | VANGUARD INDEX FDS | $3,010.59万 | 5.98% | 87,540 | 2,443 | 2.9% | $84.02万 | 加仓 |
| IEMG | ISHARES INC | $2,823.66万 | 5.60% | 340,858 | 11,466 | 3.5% | $94.98万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,378.17万 | 4.72% | 808,077 | 8,803 | 1.1% | $25.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,287.56万 | 4.54% | 33,307 | -777 | -2.3% | -$53.37万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,039.39万 | 4.05% | 67,280 | -99 | -0.1% | -$3.00万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,707.30万 | 3.39% | 46,138 | -611 | -1.3% | -$22.61万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,185.00万 | 2.35% | 15,868 | 206 | 1.3% | $15.38万 | 加仓 |
| AAPL | APPLE INC | $1,110.31万 | 2.20% | 38,371 | -3,867 | -9.2% | -$111.90万 | 减仓 |
| IEFA | ISHARES TR | $1,082.68万 | 2.15% | 112,102 | 130 | 0.1% | $1.26万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,056.38万 | 2.10% | 120,207 | 18,018 | 17.6% | $158.34万 | 加仓 |
| AVGO | BROADCOM INC | $788.43万 | 1.56% | 20,872 | 7,827 | 60.0% | $295.66万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $778.74万 | 1.55% | 130,464 | -457 | -0.3% | -$2.73万 | 减仓 |
| ITOT | ISHARES TR | $778.47万 | 1.55% | 47,390 | 784 | 1.7% | $12.88万 | 加仓 |
| TSLA | TESLA INC | $761.83万 | 1.51% | 18,113 | -429 | -2.3% | -$18.04万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $496.76万 | 0.99% | 137,491 | 208 | 0.2% | $7,515 | 加仓 |
| QQQ | INVESCO QQQ TR | $479.18万 | 0.95% | 6,507 | 109 | 1.7% | $8.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $437.68万 | 0.87% | 11,734 | 3,334 | 39.7% | $124.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $434.41万 | 0.86% | 21,711 | -2,793 | -11.4% | -$55.88万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $390.56万 | 0.78% | 40,502 | -317 | -0.8% | -$3.06万 | 减仓 |
| AMZN | AMAZON COM INC | $316.06万 | 0.63% | 13,261 | -1,476 | -10.0% | -$35.18万 | 减仓 |
| OKE | ONEOK INC NEW | $296.87万 | 0.59% | 34,147 | -68 | -0.2% | -$5,912 | 减仓 |
| MUB | ISHARES TR | $278.34万 | 0.55% | 25,863 | -745 | -2.8% | -$8.02万 | 减仓 |
| GOOGL | ALPHABET INC | $207.14万 | 0.41% | 5,796 | -331 | -5.4% | -$11.83万 | 减仓 |
| GOOG | ALPHABET INC | $196.52万 | 0.39% | 5,562 | -554 | -9.1% | -$19.57万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $161.53万 | 0.32% | 58,315 | 898 | 1.6% | $2.49万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $154.28万 | 0.31% | 30,221 | 1,150 | 4.0% | $5.87万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $142.49万 | 0.28% | 4,703 | 294 | 6.7% | $8.91万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $135.12万 | 0.27% | 18,406 | 369 | 2.0% | $2.71万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $115.22万 | 0.23% | 3,520 | -250 | -6.6% | -$8.18万 | 减仓 |
| META | META PLATFORMS INC | $110.21万 | 0.22% | 1,957 | -235 | -10.7% | -$13.23万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $108.40万 | 0.22% | 37,430 | 629 | 1.7% | $1.82万 | 加仓 |
| ACWI | ISHARES TR | $101.88万 | 0.20% | 6,490 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $100.08万 | 0.20% | 4,592 | 593 | 14.8% | $12.92万 | 加仓 |
| CB | CHUBB LIMITED | $93.30万 | 0.19% | 2,738 | -154 | -5.3% | -$5.25万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $90.07万 | 0.18% | 10,456 | 1,528 | 17.1% | $13.16万 | 加仓 |
| GEV | GE VERNOVA INC | $87.08万 | 0.17% | 741 | -19 | -2.5% | -$2.23万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $85.17万 | 0.17% | 7,300 | -1,015 | -12.2% | -$11.84万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $85.11万 | 0.17% | 2,941 | 1 | 0.0% | $289 | 加仓 |
| IJH | ISHARES TR | $82.55万 | 0.16% | 10,706 | -7 | -0.1% | -$540 | 减仓 |
| GE | GE AEROSPACE | $76.97万 | 0.15% | 2,059 | -212 | -9.3% | -$7.92万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $75.88万 | 0.15% | 23,929 | -399 | -1.6% | -$1.27万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.15% | 1 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $72.21万 | 0.14% | 3,394 | -1,941 | -36.4% | -$41.30万 | 减仓 |
| SO | SOUTHERN CO | $66.24万 | 0.13% | 6,920 | -267 | -3.7% | -$2.56万 | 减仓 |
| VGT | VANGUARD WORLD FD | $60.99万 | 0.12% | 5,103 | -209 | -3.9% | -$2.50万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $55.17万 | 0.11% | 2,332 | 8 | 0.3% | $1,893 | 加仓 |
| VO | VANGUARD INDEX FDS | $54.13万 | 0.11% | 6,719 | 1,059 | 18.7% | $8.53万 | 加仓 |
| SMH | VANECK ETF TRUST | $54.09万 | 0.11% | 825 | 11 | 1.4% | $7,212 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $53.99万 | 0.11% | 14,889 | 19 | 0.1% | $689 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $50.12万 | 0.10% | 16,115 | 288 | 1.8% | $8,957 | 加仓 |
| NTSK | NETSKOPE INC | $49.56万 | 0.10% | 45,306 | 45,306 | — | $49.56万 | 新建仓 |
| AFL | AFLAC INC | $46.38万 | 0.09% | 3,955 | -148 | -3.6% | -$1.74万 | 减仓 |
| CAT | CATERPILLAR INC | $42.62万 | 0.08% | 400 | -39 | -8.9% | -$4.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $37.91万 | 0.08% | 2,585 | -716 | -21.7% | -$10.50万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $36.01万 | 0.07% | 1,261 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $35.42万 | 0.07% | 1,408 | -284 | -16.8% | -$7.14万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $35.01万 | 0.07% | 2,049 | 2,049 | — | $35.01万 | 新建仓 |
| — | EXXON MOBIL CORP | $34.52万 | 0.07% | 2,525 | -313 | -11.0% | -$4.28万 | 减仓 |
| CSCO | CISCO SYS INC | $34.49万 | 0.07% | 2,936 | -622 | -17.5% | -$7.31万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $34.44万 | 0.07% | 368 | -34 | -8.5% | -$3.18万 | 减仓 |
| NFLX | NETFLIX INC. | $34.10万 | 0.07% | 4,776 | -421 | -8.1% | -$3.01万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $33.80万 | 0.07% | 780 | -173 | -18.2% | -$7.50万 | 减仓 |
| IWB | ISHARES TR | $32.95万 | 0.07% | 805 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $32.91万 | 0.07% | 8,646 | 247 | 2.9% | $9,401 | 加仓 |
| AMGN | AMGEN INC | $32.32万 | 0.06% | 892 | -102 | -10.3% | -$3.70万 | 减仓 |
| RTX | RTX CORPORATION | $31.73万 | 0.06% | 1,672 | -270 | -13.9% | -$5.12万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $31.18万 | 0.06% | 3,386 | -90 | -2.6% | -$8,287 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $30.95万 | 0.06% | 2,181 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $30.83万 | 0.06% | 7,002 | -170 | -2.4% | -$7,485 | 减仓 |
| LLY | ELI LILLY & CO | $30.74万 | 0.06% | 256 | -55 | -17.7% | -$6.60万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.56万 | 0.06% | 400 | -32 | -7.4% | -$2.45万 | 减仓 |
| BAC | BANK OF AMER CORP | $30.54万 | 0.06% | 5,360 | -1,022 | -16.0% | -$5.82万 | 减仓 |
| DE | DEERE & CO | $30.48万 | 0.06% | 480 | 440 | 1,100.0% | $27.94万 | 加仓 |
| OEF | ISHARES TR | $29.76万 | 0.06% | 813 | 653 | 408.1% | $23.90万 | 加仓 |
| SHOP | SHOPIFY INC | $29.01万 | 0.06% | 2,541 | -14 | -0.5% | -$1,599 | 减仓 |
| AMAT | APPLIED MATLS INC | $27.52万 | 0.05% | 381 | -135 | -26.2% | -$9.75万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $26.20万 | 0.05% | 5,060 | 119 | 2.4% | $6,161 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $25.86万 | 0.05% | 4,862 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.57万 | 0.05% | 745 | -185 | -19.9% | -$6.35万 | 减仓 |
| INTC | INTEL CORP | $25.32万 | 0.05% | 1,813 | 776 | 74.8% | $10.84万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $24.90万 | 0.05% | 6,906 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $24.87万 | 0.05% | 1,808 | 1 | 0.1% | $138 | 加仓 |
| SPYG | SPDR SERIES TRUST | $24.54万 | 0.05% | 2,062 | -33 | -1.6% | -$3,927 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $24.40万 | 0.05% | 3,582 | 1,187 | 49.6% | $8.09万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $23.97万 | 0.05% | 987 | 82 | 9.1% | $1.99万 | 加仓 |
| QUAL | ISHARES TR | $23.83万 | 0.05% | 1,086 | 688 | 172.9% | $15.10万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $23.69万 | 0.05% | 461 | -78 | -14.5% | -$4.01万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.91万 | 0.05% | 394 | -216 | -35.4% | -$12.56万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $22.53万 | 0.04% | 4,269 | -338 | -7.3% | -$1.78万 | 减仓 |
| WMT | WALMART INC | $22.23万 | 0.04% | 1,963 | -893 | -31.3% | -$10.11万 | 减仓 |
| GLD | SPDR GOLD TR | $21.55万 | 0.04% | 585 | -71 | -10.8% | -$2.62万 | 减仓 |
| — | SILA REALTY TRUST INC | $21.53万 | 0.04% | 7,091 | 93 | 1.3% | $2,823 | 加仓 |
| CNI | CANADIAN NATL RY CO | $21.35万 | 0.04% | 1,791 | 8 | 0.4% | $954 | 加仓 |
| MRK | MERCK & CO INC | $21.19万 | 0.04% | 1,649 | -57 | -3.3% | -$7,326 | 减仓 |
| HD | HOME DEPOT INC | $20.31万 | 0.04% | 576 | -170 | -22.8% | -$5.99万 | 减仓 |
| CVX | CHEVRON CORPORATION | $20.08万 | 0.04% | 1,211 | -97 | -7.4% | -$1.61万 | 减仓 |