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
MNST MONSTER BEVERAGE CORP NEW $1.09万0.00%150 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $1.09万0.00%55 1125.0% $2,180 加仓
APO APOLLO GLOBAL MGMT INC $1.09万0.00%98 4896.0% $5,342 加仓
XT ISHARES TR $1.09万0.00%160 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $1.11万0.00%42 -6-12.5% -$1,579 减仓
MGC VANGUARD WORLD FD $1.11万0.00%47 00.0% — 不变
NTAP NETAPP INC $1.12万0.00%109 00.0% — 不变
DELL DELL TECHNOLOGIES INC $1.12万0.00%68 -6-8.1% -$990 减仓
FELV FIDELITY COVINGTON TRUST $1.13万0.00%324 00.0% — 不变
GLPI GAMING & LEISURE P $1.13万0.00%255 3717.0% $1,645 加仓
PPL PPL CORP $1.14万0.00%297 2810.4% $1,071 加仓
GD GENERAL DYNAMICS CORP $1.14万0.00%33 -11-25.0% -$3,815 减仓
SLB SLB LIMITED $1.15万0.00%223 114104.6% $5,858 加仓
OSK OSHKOSH CORP $1.16万0.00%79 79.7% $1,026 加仓
LWAY LIFEWAY FOODS INC $1.16万0.00%602 00.0% — 不变
APP APPLOVIN CORP $1.18万0.00%30 -3-9.1% -$1,177 减仓
ARCO ARCOS DORADOS HLDGS INC $1.18万0.00%1,427 00.0% — 不变
ETR ENTERGY CORP NEW $1.18万0.00%105 1922.1% $2,131 加仓
— PROSHARES TR $1.18万0.00%166 00.0% — 不变
BBCA J P MORGAN EXCHANGE TRADED F $1.19万0.00%126 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL $1.19万0.00%9 5125.0% $6,601 加仓
WPC WP CAREY INC $1.19万0.00%175 175— $1.19万 新建仓
CCI CROWN CASTLE INC $1.20万0.00%147 93172.2% $7,582 加仓
COR CENCORA INC $1.20万0.00%38 00.0% — 不变
FELC FIDELITY COVINGTON TRUST $1.20万0.00%331 331— $1.20万 新建仓
MOAT VANECK ETF TRUST $1.21万0.00%125 125— $1.21万 新建仓
KVUE KENVUE INC $1.23万0.00%716 314.5% $535 加仓
O REALTY INCOME CORP $1.24万0.00%202 7457.8% $4,537 加仓
FSTA FIDELITY COVINGTON TRUST $1.25万0.00%238 00.0% — 不变
CACI CACI INTL INC $1.25万0.00%23 00.0% — 不变
IWP ISHARES TR $1.26万0.00%98 -44-31.0% -$5,658 减仓
SPOT SPOTIFY TECHNOLOGY S A $1.26万0.00%26 -4-13.3% -$1,940 减仓
ARKQ ARK ETF TR $1.26万0.00%112 -74-39.8% -$8,344 减仓
ESGD ISHARES TR $1.28万0.00%133 00.0% — 不变
— TIDAL TRUST III $1.28万0.00%324 00.0% — 不变
URI UNITED RENTALS INC $1.28万0.00%18 538.5% $3,566 加仓
CMI CUMMINS INC $1.29万0.00%24 -7-22.6% -$3,749 减仓
SCHI SCHWAB STRATEGIC TR $1.29万0.00%567 567— $1.29万 新建仓
MCO MOODYS CORP $1.30万0.00%30 415.4% $1,729 加仓
MDLZ MONDELEZ INTL INC $1.30万0.00%225 00.0% — 不变
VRT VERTIV HOLDINGS CO $1.30万0.00%52 -50-49.0% -$1.25万 减仓
CME CME GROUP INC $1.31万0.00%44 410.0% $1,187 加仓
WSM WILLIAMS SONOMA INC $1.31万0.00%72 57.5% $907 加仓
MOG/A MOOG INC $1.32万0.00%45 -2-4.3% -$585 减仓
PRF INVESCO EXCHANGE TRADED FD T $1.32万0.00%277 10.4% $48 加仓
PNR PENTAIR PLC $1.32万0.00%152 2116.0% $1,826 加仓
ROST ROSS STORES INC $1.33万0.00%61 713.0% $1,526 加仓
MRSH MARSH & MCLENNAN COS INC $1.33万0.00%77 710.0% $1,209 加仓
ENB ENBRIDGE INC $1.34万0.00%247 10068.0% $5,414 加仓
RMBS RAMBUS INC DEL $1.34万0.00%155 00.0% — 不变
SPYV SPDR SERIES TRUST $1.35万0.00%239 6537.4% $3,678 加仓
BX BLACKSTONE INC $1.37万0.00%119 -14-10.5% -$1,610 减仓
PWR QUANTA SVCS INC $1.38万0.00%25 956.2% $4,954 加仓
VONG VANGUARD SCOTTSDALE FDS $1.38万0.00%126 00.0% — 不变
— WARNER BROS DISCOVERY INC $1.40万0.00%510 449736.1% $1.23万 加仓
SNPS SYNOPSYS INC $1.41万0.00%35 516.7% $2,010 加仓
CTAS CINTAS CORP $1.41万0.00%83 79.2% $1,188 加仓
SOXX ISHARES TR $1.42万0.00%43 -27-38.6% -$8,887 减仓
DLTR DOLLAR TREE INC $1.42万0.00%130 -1-0.8% -$109 减仓
ING ING GROEP N.V. $1.44万0.00%553 00.0% — 不变
SDCI USCF ETF TR $1.44万0.00%530 530— $1.44万 新建仓
RGLD ROYAL GOLD INC $1.45万0.00%57 565,600.0% $1.43万 加仓
IHE ISHARES TR $1.46万0.00%168 00.0% — 不变
BDX BECTON DICKINSON & CO $1.46万0.00%93 1214.8% $1,884 加仓
CLS CELESTICA INC $1.46万0.00%52 00.0% — 不变
MGK VANGUARD WORLD FD $1.47万0.00%40 00.0% — 不变
CI THE CIGNA GROUP $1.47万0.00%55 28103.7% $7,499 加仓
XLG INVESCO EXCHANGE TRADED FD T $1.48万0.00%271 -10-3.6% -$546 减仓
— TIDAL TRUST III $1.48万0.00%306 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $1.48万0.00%249 2310.2% $1,371 加仓
IWS ISHARES TR $1.49万0.00%102 00.0% — 不变
VSDA VICTORY PORTFOLIOS II $1.50万0.00%276 276— $1.50万 新建仓
NKE NIKE INC $1.51万0.00%285 9650.8% $5,073 加仓
PSX PHILLIPS 66 $1.52万0.00%83 45.1% $732 加仓
FEOE RBB FUND TRUST $1.52万0.00%301 301— $1.52万 新建仓
XLF SELECT SECTOR SPDR TR $1.53万0.00%309 264586.7% $1.30万 加仓
JMEE J P MORGAN EXCHANGE TRADED F $1.53万0.00%229 229— $1.53万 新建仓
RIO RIO TINTO PLC $1.53万0.00%164 00.0% — 不变
STPZ PIMCO ETF TR $1.54万0.00%284 284— $1.54万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $1.55万0.00%45 24114.3% $8,251 加仓
CBRE CBRE GROUP INC $1.55万0.00%114 2426.7% $3,262 加仓
XLK SELECT SECTOR SPDR TR $1.55万0.00%117 117— $1.55万 新建仓
AVUV AMERICAN CENTY ETF TR $1.55万0.00%141 00.0% — 不变
NVS NOVARTIS AG $1.57万0.00%103 -14-12.0% -$2,139 减仓
BCS BARCLAYS PLC $1.60万0.00%756 -85-10.1% -$1,799 减仓
XLI SELECT SECTOR SPDR TR $1.60万0.00%99 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $1.60万0.00%102 -7-6.4% -$1,101 减仓
RCL ROYAL CARIBBEAN GROUP $1.61万0.00%58 59.4% $1,386 加仓
CEG CONSTELLATION ENERGY CORP $1.63万0.00%58 816.0% $2,250 加仓
GSK GSK PLC $1.63万0.00%296 -28-8.6% -$1,545 减仓
FBCG FIDELITY COVINGTON TRUST $1.65万0.00%329 00.0% — 不变
VIOO VANGUARD ADMIRAL FDS INC $1.66万0.00%145 94184.3% $1.08万 加仓
SHW SHERWIN WILLIAMS CO $1.67万0.00%52 510.6% $1,606 加仓
AMT AMERICAN TOWER CORP $1.67万0.00%97 50106.4% $8,613 加仓
LUV SOUTHWEST AIRLS CO $1.68万0.00%448 7821.1% $2,931 加仓
UCB UNITED CMNTY BKS BLAIRSVLE G $1.68万0.00%535 6012.6% $1,889 加仓
DHR DANAHER CORP DEL $1.69万0.00%89 -116-56.6% -$2.20万 减仓
KMI KINDER MORGAN INC DEL $1.71万0.00%509 13636.5% $4,563 加仓
ACN ACCENTURE PLC IRELAND $1.72万0.00%87 -86-49.7% -$1.70万 减仓
PHO INVESCO EXCHANGE TRADED FD T $1.76万0.00%264 00.0% — 不变