Abound Wealth Management
FRANKLIN TN · SEC CIK 0001950323
$4.40亿2026Q1 申报市值
1,482持仓数
65.5%前十大占比 · 第一大 13.2%
185 / 133新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IJR 加仓+$293.21万
AGG 加仓+$267.10万
SPYM 加仓+$213.75万
VV 加仓+$168.76万
ITOT 加仓+$123.78万
2026Q1 卖出最多 按季末市值估算
PLTR 减仓-$40.24万
COST 减仓-$29.97万
TSLA 减仓-$17.44万
QQQ 减仓-$16.33万
FELG 减仓-$12.15万
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 |
|---|---|---|---|---|---|---|---|---|
| GCC | WISDOMTREE TR | $5,028 | 0.00% | 210 | 210 | — | $5,028 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $5,043 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FLTB | FIDELITY MERRIMACK STR TR | $5,081 | 0.00% | 101 | 1 | 1.0% | $50 | 加仓 |
| VST | VISTRA CORP | $5,112 | 0.00% | 34 | -4 | -10.5% | -$601 | 减仓 |
| AIQ | GLOBAL X FDS | $5,134 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $5,216 | 0.00% | 29 | 29 | — | $5,216 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $5,226 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SFY | TIDAL TRUST I | $5,243 | 0.00% | 42 | 1 | 2.4% | $125 | 加仓 |
| IAI | ISHARES TR | $5,254 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $5,256 | 0.00% | 80 | 80 | — | $5,256 | 新建仓 |
| VTR | VENTAS INC | $5,321 | 0.00% | 65 | -6 | -8.5% | -$491 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $5,329 | 0.00% | 66 | 9 | 15.8% | $727 | 加仓 |
| FICO | FAIR ISAAC CORP | $5,338 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $5,369 | 0.00% | 10 | 1 | 11.1% | $537 | 加仓 |
| CLX | CLOROX CO DEL | $5,374 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $5,390 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MLR | MILLER INDS INC TENN | $5,421 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $5,502 | 0.00% | 57 | 16 | 39.0% | $1,544 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $5,616 | 0.00% | 150 | 150 | — | $5,616 | 新建仓 |
| NUEM | NUSHARES ETF TR | $5,622 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE TR | $5,652 | 0.00% | 108 | 108 | — | $5,652 | 新建仓 |
| TRMB | TRIMBLE INC | $5,676 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $5,676 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $5,679 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $5,683 | 0.00% | 125 | 14 | 12.6% | $636 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $5,761 | 0.00% | 89 | -6 | -6.3% | -$388 | 减仓 |
| — | TILRAY BRANDS INC | $5,765 | 0.00% | 891 | 891 | — | $5,765 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $5,818 | 0.00% | 60 | -66 | -52.4% | -$6,400 | 减仓 |
| EEMV | ISHARES INC | $5,826 | 0.00% | 90 | 90 | — | $5,826 | 新建仓 |
| — | PACER FDS TR | $5,869 | 0.00% | 100 | 100 | — | $5,869 | 新建仓 |
| DHI | D R HORTON INC | $5,914 | 0.00% | 43 | -4 | -8.5% | -$550 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $5,936 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $5,951 | 0.00% | 74 | -14 | -15.9% | -$1,126 | 减仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $6,012 | 0.00% | 572 | 572 | — | $6,012 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $6,031 | 0.00% | 537 | 537 | — | $6,031 | 新建仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $6,037 | 0.00% | 587 | 587 | — | $6,037 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $6,054 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| — | INVESCO VALUE MUN INCOME TR | $6,083 | 0.00% | 500 | 500 | — | $6,083 | 新建仓 |
| MODL | VICTORY PORTFOLIOS II | $6,089 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $6,102 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| IDLV | INVESCO EXCH TRADED FD TR II | $6,133 | 0.00% | 178 | 178 | — | $6,133 | 新建仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $6,192 | 0.00% | 95 | 95 | — | $6,192 | 新建仓 |
| GDX | VANECK ETF TRUST | $6,241 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $6,283 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $6,317 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $6,336 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $6,348 | 0.00% | 200 | -416 | -67.5% | -$1.32万 | 减仓 |
| BIDU | BAIDU INC | $6,351 | 0.00% | 57 | -2 | -3.4% | -$223 | 减仓 |
| NTRS | NORTHERN TR CORP | $6,354 | 0.00% | 46 | 12 | 35.3% | $1,658 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $6,372 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $6,376 | 0.00% | 90 | 90 | — | $6,376 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $6,431 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $6,431 | 0.00% | 122 | 2 | 1.7% | $105 | 加仓 |
| BOX | BOX INC | $6,478 | 0.00% | 274 | -6 | -2.1% | -$142 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $6,501 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $6,506 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $6,527 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $6,548 | 0.00% | 62 | 11 | 21.6% | $1,162 | 加仓 |
| WAB | WABTEC | $6,549 | 0.00% | 26 | 3 | 13.0% | $756 | 加仓 |
| RBLX | ROBLOX CORP | $6,561 | 0.00% | 116 | -1 | -0.9% | -$57 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $6,571 | 0.00% | 234 | 81 | 52.9% | $2,275 | 加仓 |
| SCZ | ISHARES TR | $6,574 | 0.00% | 84 | 84 | — | $6,574 | 新建仓 |
| VLTO | VERALTO CORP | $6,632 | 0.00% | 75 | 7 | 10.3% | $619 | 加仓 |
| AZZ | AZZ INC | $6,632 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $6,635 | 0.00% | 136 | 17 | 14.3% | $829 | 加仓 |
| WAT | WATERS CORP | $6,635 | 0.00% | 22 | 14 | 175.0% | $4,222 | 加仓 |
| JBL | JABIL INC | $6,663 | 0.00% | 25 | -4 | -13.8% | -$1,066 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $6,716 | 0.00% | 342 | 342 | — | $6,716 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $6,718 | 0.00% | 100 | 100 | — | $6,718 | 新建仓 |
| DDOG | DATADOG INC | $6,729 | 0.00% | 57 | 30 | 111.1% | $3,542 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $6,729 | 0.00% | 92 | 92 | — | $6,729 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $6,755 | 0.00% | 110 | -39 | -26.2% | -$2,395 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $6,757 | 0.00% | 97 | 50 | 106.4% | $3,483 | 加仓 |
| EQT | EQT CORP | $6,817 | 0.00% | 107 | 23 | 27.4% | $1,465 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $6,827 | 0.00% | 60 | 17 | 39.5% | $1,934 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $6,831 | 0.00% | 25 | 9 | 56.2% | $2,459 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $6,833 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $6,835 | 0.00% | 389 | 130 | 50.2% | $2,284 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $6,839 | 0.00% | 35 | 8 | 29.6% | $1,563 | 加仓 |
| IMCG | ISHARES TR | $6,853 | 0.00% | 87 | 87 | — | $6,853 | 新建仓 |
| IREN | IREN LIMITED | $6,891 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $6,901 | 0.00% | 170 | 170 | — | $6,901 | 新建仓 |
| EOG | EOG RES INC | $6,971 | 0.00% | 48 | -22 | -31.4% | -$3,195 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $7,030 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $7,032 | 0.00% | 190 | 40 | 26.7% | $1,480 | 加仓 |
| UBS | UBS GROUP AG | $7,033 | 0.00% | 180 | -61 | -25.3% | -$2,383 | 减仓 |
| RSG | REPUBLIC SVCS INC | $7,059 | 0.00% | 32 | 3 | 10.3% | $662 | 加仓 |
| FE | FIRSTENERGY CORP | $7,149 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $7,160 | 0.00% | 33 | 5 | 17.9% | $1,085 | 加仓 |
| XBI | SPDR SERIES TRUST | $7,305 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $7,323 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $7,352 | 0.00% | 153 | -637 | -80.6% | -$3.06万 | 重新持有 |
| — | NACCO INDS INC | $7,373 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $7,384 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $7,387 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $7,430 | 0.00% | 32 | -2 | -5.9% | -$464 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $7,440 | 0.00% | 113 | -40 | -26.1% | -$2,634 | 减仓 |
| HUM | HUMANA INC | $7,459 | 0.00% | 43 | 1 | 2.4% | $173 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $7,557 | 0.00% | 84 | 51 | 154.5% | $4,588 | 加仓 |
| NUDM | NUSHARES ETF TR | $7,584 | 0.00% | 210 | 0 | 0.0% | — | 不变 |