13F 机构持仓

Abound Wealth Management

FRANKLIN TN · SEC CIK 0001950323

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.04亿2026Q2
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

IJR 13.2%
AGG 10.8%
VEA 7.6%
IVV 6.2%
VV 5.8%
IEMG 5.2%
SCHX 4.7%
VOO 4.6%
VB 4.0%
VTI 3.4%

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
CVLG COVENANT LOGISTICS GROUP INC $7,6350.00%281 10.4% $27 加仓
OC OWENS CORNING NEW $7,6840.00%71 38115.2% $4,113 加仓
VIGI VANGUARD WHITEHALL FDS $7,7300.00%87 911.5% $800 加仓
AEP AMERICAN ELEC PWR CO INC $7,7490.00%59 00.0% — 不变
AON AON PLC $7,7530.00%24 00.0% — 不变
TER TERADYNE INC $7,7530.00%26 -2-7.1% -$596 减仓
BP BP PLC $7,7550.00%165 -53-24.3% -$2,491 减仓
KBH KB HOME $7,7630.00%150 150— $7,763 新建仓
KD KYNDRYL HLDGS INC $7,8460.00%598 00.0% — 不变
BHP BHP BILLITON LIMITED $7,8560.00%108 -45-29.4% -$3,273 减仓
— FIDELITY ETHEREUM FD $7,8890.00%378 00.0% — 不变
DWM WISDOMTREE TR $7,8980.00%113 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $7,9180.00%13 330.0% $1,827 加仓
WTV WISDOMTREE TR $7,9580.00%84 84— $7,958 新建仓
DKS DICKS SPORTING GOODS INC $7,9690.00%40 00.0% — 不变
HOOD ROBINHOOD MKTS INC $7,9800.00%115 1413.9% $971 加仓
CVNA CARVANA CO $8,0930.00%26 00.0% — 不变
NRG NRG ENERGY INC $8,1040.00%55 1537.5% $2,210 加仓
ASUR ASURE SOFTWARE INC $8,1360.00%946 00.0% — 不变
TIP ISHARES TR $8,1670.00%74 -293-79.8% -$3.23万 重新持有
GWW WW GRAINGER INC $8,1730.00%7 00.0% — 不变
EZU ISHARES INC $8,2060.00%131 00.0% — 不变
UUUU ENERGY FUELS INC $8,2130.00%450 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $8,2310.00%156 3427.9% $1,794 加仓
PHM PULTE GROUP INC $8,2330.00%70 2040.0% $2,352 加仓
DPST DIREXION SHARES ETF TRUST $8,2720.00%86 00.0% — 不变
FIX COMFORT SYS USA INC $8,2740.00%6 -2-25.0% -$2,758 减仓
EW EDWARDS LIFESCIENCES CORP $8,2830.00%103 00.0% — 不变
BBY BEST BUY INC $8,3000.00%129 5984.3% $3,796 加仓
IBIT ISHARES BITCOIN TRUST ETF $8,3060.00%216 4224.1% $1,615 加仓
BNY BANK NEW YORK MELLON CORP $8,3110.00%70 00.0% — 不变
AZO AUTOZONE INC $8,4110.00%2 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $8,4190.00%354 10.3% $24 加仓
IDV ISHARES TR $8,4270.00%198 -180-47.6% -$7,661 减仓
XLY SELECT SECTOR SPDR TR $8,5010.00%78 00.0% — 不变
DASH DOORDASH INC $8,5770.00%57 47.5% $602 加仓
NXPI NXP SEMICONDUCTORS N V $8,5940.00%44 1029.4% $1,953 加仓
FTNT FORTINET INC $8,6530.00%106 -4-3.6% -$327 减仓
CTVA CORTEVA INC $8,6690.00%104 1516.9% $1,250 加仓
MTB M & T BK CORP $8,6920.00%42 1875.0% $3,725 加仓
JD JD.COM INC $8,6940.00%294 -7-2.3% -$207 减仓
PVAL PUTNAM ETF TRUST $8,7240.00%188 188— $8,724 新建仓
TSCO TRACTOR SUPPLY CO $8,7760.00%194 -9-4.4% -$407 减仓
ALL ALLSTATE CORP $8,8680.00%43 1659.3% $3,300 加仓
LULU LULULEMON ATHLETICA INC $8,8800.00%58 713.7% $1,072 加仓
PCAR PACCAR INC $8,8980.00%77 -25-24.5% -$2,889 减仓
ALLY ALLY FINL INC $8,9060.00%227 7751.3% $3,021 加仓
FHLC FIDELITY COVINGTON TRUST $8,9120.00%127 -144-53.1% -$1.01万 减仓
WTW WILLIS TOWERS WATSON PLC LTD $8,9530.00%31 519.2% $1,444 加仓
SPMD SPDR SERIES TRUST $8,9710.00%151 151— $8,971 新建仓
TYG TORTOISE ENERGY INFRSTRCTR C $8,9990.00%181 00.0% — 不变
AIG AMERICAN INTL GROUP INC $9,0400.00%120 00.0% — 不变
TM TOYOTA MOTOR CORP $9,0680.00%44 -7-13.7% -$1,443 减仓
ADSK AUTODESK INC $9,0740.00%38 00.0% — 不变
COIN COINBASE GLOBAL INC $9,2550.00%53 36.0% $524 加仓
— INNOVATOR ETFS TRUST $9,2960.00%341 341— $9,296 新建仓
CIEN CIENA CORP $9,3180.00%24 741.2% $2,718 加仓
— INNOVATOR ETFS TRUST $9,3230.00%344 344— $9,323 新建仓
SGOL ETFS GOLD TR $9,3260.00%209 209— $9,326 新建仓
MBB ISHARES TR $9,4330.00%99 99— $9,433 新建仓
NBIS NEBIUS GROUP N.V. $9,5460.00%92 -1-1.1% -$104 减仓
F FORD MTR CO $9,6860.00%839 -179-17.6% -$2,067 减仓
VRSN VERISIGN INC $9,6870.00%39 825.8% $1,987 加仓
NDAQ NASDAQ INC $9,7480.00%115 00.0% — 不变
VRNS VARONIS SYS INC $9,7910.00%456 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $9,7920.00%200 00.0% — 不变
ZTS ZOETIS INC $9,8180.00%83 1216.9% $1,419 加仓
EQIX EQUINIX INC $9,8180.00%10 00.0% — 不变
EBAY EBAY INC. $9,8500.00%108 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $9,8750.00%50 -1-2.0% -$198 减仓
AJG GALLAGHER ARTHUR J & CO $9,8980.00%46 1548.4% $3,228 加仓
BITB BITWISE BITCOIN ETF TR $1.00万0.00%272 00.0% — 不变
HDB HDFC BANK LTD $1.00万0.00%403 -28-6.5% -$697 减仓
VONE VANGUARD SCOTTSDALE FDS $1.00万0.00%34 34— $1.00万 新建仓
ARCB ARCBEST CORP $1.01万0.00%103 00.0% — 不变
SNDK SANDISK CORP $1.02万0.00%16 -2-11.1% -$1,271 减仓
ARKB ARK 21SHARES BITCOIN ETF $1.02万0.00%453 00.0% — 不变
KHC KRAFT HEINZ CO $1.02万0.00%453 254127.6% $5,713 加仓
MGV VANGUARD WORLD FD $1.02万0.00%70 70— $1.02万 新建仓
CAH CARDINAL HEALTH INC $1.02万0.00%48 00.0% — 不变
UL UNILEVER PLC $1.03万0.00%180 7673.1% $4,330 加仓
KKR KKR & CO INC $1.03万0.00%111 -60-35.1% -$5,546 减仓
AS AMER SPORTS INC $1.03万0.00%312 5722.4% $1,875 加仓
MTN VAIL RESORTS INC $1.03万0.00%80 00.0% — 不变
IPGP IPG PHOTONICS CORP $1.03万0.00%90 00.0% — 不变
IYF ISHARES TR $1.04万0.00%88 -42-32.3% -$4,942 减仓
FENY FIDELITY COVINGTON TRUST $1.04万0.00%304 304— $1.04万 新建仓
ALGN ALIGN TECHNOLOGY INC $1.05万0.00%61 00.0% — 不变
BTG B2GOLD CORP $1.05万0.00%2,310 110.5% $50 加仓
FLEX FLEXTRONICS INTL LTD $1.05万0.00%160 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $1.05万0.00%24 29.1% $879 加仓
SRE SEMPRA $1.06万0.00%109 3955.7% $3,793 加仓
IBKR INTERACTIVE BROKERS GROUP IN $1.07万0.00%159 4742.0% $3,155 加仓
CRSP CRISPR THERAPEUTICS AG $1.07万0.00%225 00.0% — 不变
IVOO VANGUARD ADMIRAL FDS INC $1.08万0.00%94 94— $1.08万 新建仓
WHR WHIRLPOOL CORP $1.08万0.00%200 200— $1.08万 新建仓
EMBJ EMBRAER S.A. $1.08万0.00%182 00.0% — 不变
MSCI MSCI INC $1.08万0.00%20 -1-4.8% -$540 减仓
TDG TRANSDIGM GROUP INC $1.09万0.00%9 00.0% — 不变
KDP KEURIG DR PEPPER INC $1.09万0.00%412 14051.5% $3,689 加仓