13F 机构持仓

Abound Wealth Management

FRANKLIN TN · SEC CIK 0001950323

2026Q22026Q1 更早 9 个季度 🔒
$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
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 14.4%
AGG 10.0%
VEA 7.4%
IVV 6.4%
VV 6.0%
IEMG 5.6%
SCHX 4.7%
VOO 4.5%
VB 4.0%
VTI 3.4%

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
BNS BANK NOVA SCOTIA B C $8,5050.00%98 11.0% $87 加仓
WTV WISDOMTREE TR $8,5450.00%84 00.0% — 不变
IMCG ISHARES TR $8,5530.00%87 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $8,5620.00%257 4119.0% $1,366 加仓
BTG B2GOLD CORP $8,6860.00%2,322 120.5% $45 加仓
KVUE KENVUE INC $8,6870.00%455 -261-36.5% -$4,983 减仓
AMLP ALPS ETF TR $8,8400.00%170 4839.3% $2,496 加仓
SCMB SCHWAB STRATEGIC TR $8,9080.00%345 345— $8,908 新建仓
BHP BHP BILLITON LIMITED $8,9150.00%107 -1-0.9% -$83 减仓
UBS UBS GROUP AG $8,9210.00%180 00.0% — 不变
CBRE CBRE GROUP INC $8,9410.00%66 -48-42.1% -$6,503 减仓
SHW SHERWIN WILLIAMS CO $8,9840.00%26 -26-50.0% -$8,984 减仓
BABA ALIBABA GROUP HLDG LTD $9,0240.00%94 -97-50.8% -$9,312 减仓
RCL ROYAL CARIBBEAN GROUP $9,0270.00%28 -30-51.7% -$9,672 减仓
HDV ISHARES TR $9,0460.00%330 330— $9,046 新建仓
XBI SPDR SERIES TRUST $9,0500.00%57 00.0% — 不变
INTU INTUIT $9,0640.00%35 -48-57.8% -$1.24万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $9,0940.00%97 00.0% — 不变
EZU ISHARES INC $9,1050.00%131 00.0% — 不变
IREN IREN LIMITED $9,1920.00%201 00.0% — 不变
DKS DICKS SPORTING GOODS INC $9,2160.00%41 12.5% $225 加仓
CTAS CINTAS CORP $9,2260.00%54 -29-34.9% -$4,955 减仓
HPE HEWLETT PACKARD ENTERPRISE C $9,3830.00%208 -146-41.2% -$6,586 减仓
MBB ISHARES TR $9,3900.00%99 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $9,4260.00%200 00.0% — 不变
CVS CVS HEALTH CORP $9,5070.00%92 -183-66.5% -$1.89万 减仓
PVAL PUTNAM ETF TRUST $9,5790.00%188 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $9,5880.00%110 -49-30.8% -$4,271 减仓
GLPI GAMING & LEISURE P $9,7270.00%218 -37-14.5% -$1,651 减仓
URI UNITED RENTALS INC $9,7660.00%9 -9-50.0% -$9,766 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $9,7940.00%109 00.0% — 不变
SCHW SCHWAB CHARLES CORP $9,8470.00%107 -222-67.5% -$2.04万 减仓
FCX FREEPORT MCMORAN INC $1.01万0.00%160 -196-55.1% -$1.24万 减仓
ALGN ALIGN TECHNOLOGY INC $1.03万0.00%61 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $1.04万0.00%71 -65-47.8% -$9,495 减仓
PXH INVESCO EXCH TRADED FD TR II $1.04万0.00%374 288334.9% $8,030 加仓
ALLY ALLY FINL INC $1.04万0.00%227 00.0% — 不变
IPGP IPG PHOTONICS CORP $1.06万0.00%90 00.0% — 不变
CMI CUMMINS INC $1.06万0.00%15 -9-37.5% -$6,355 减仓
CACI CACI INTL INC $1.07万0.00%23 00.0% — 不变
IWR ISHARES TR $1.08万0.00%98 59151.3% $6,509 加仓
MTN VAIL RESORTS INC $1.09万0.00%80 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $1.10万0.00%24 -2-7.7% -$918 减仓
XLY SELECT SECTOR SPDR TR $1.10万0.00%94 1620.5% $1,877 加仓
D DOMINION ENERGY INC $1.11万0.00%163 -224-57.9% -$1.53万 减仓
GM GENERAL MTRS CO $1.12万0.00%145 -125-46.3% -$9,620 减仓
RGLD ROYAL GOLD INC $1.12万0.00%56 -1-1.8% -$200 减仓
MCK MCKESSON CORP $1.13万0.00%15 -26-63.4% -$1.96万 减仓
PNR PENTAIR PLC $1.14万0.00%148 -4-2.6% -$307 减仓
ARCO ARCOS DORADOS HLDGS INC $1.15万0.00%1,427 00.0% — 不变
MGV VANGUARD WORLD FD $1.15万0.00%70 00.0% — 不变
MO ALTRIA GROUP INC $1.17万0.00%163 -175-51.8% -$1.26万 减仓
EIPX FIRST TR EXCHANGE-TRADED FD $1.19万0.00%380 380— $1.19万 新建仓
WELL WELLTOWER INC $1.20万0.00%53 -56-51.4% -$1.27万 减仓
XLF SELECT SECTOR SPDR TR $1.21万0.00%225 -84-27.2% -$4,504 减仓
OSK OSHKOSH CORP $1.21万0.00%79 00.0% — 不变
DPST DIREXION SHARES ETF TRUST $1.21万0.00%86 00.0% — 不变
TEL TE CONNECTIVITY PLC $1.22万0.00%60 -128-68.1% -$2.60万 减仓
CRSP CRISPR THERAPEUTICS AG $1.23万0.00%225 00.0% — 不变
IVOO VANGUARD ADMIRAL FDS INC $1.23万0.00%94 00.0% — 不变
CVLG COVENANT LOGISTICS GROUP INC $1.24万0.00%282 10.4% $44 加仓
FSTA FIDELITY COVINGTON TRUST $1.25万0.00%238 00.0% — 不变
BBCA J P MORGAN EXCHANGE TRADED F $1.25万0.00%126 00.0% — 不变
O REALTY INCOME CORP $1.26万0.00%203 10.5% $62 加仓
SCHI SCHWAB STRATEGIC TR $1.28万0.00%567 00.0% — 不变
MGC VANGUARD WORLD FD $1.29万0.00%47 00.0% — 不变
CMCSA COMCAST CORP NEW $1.29万0.00%526 -649-55.2% -$1.59万 减仓
MDT MEDTRONIC PLC $1.29万0.00%165 -159-49.1% -$1.24万 减仓
B BARRICK MNG CORP $1.30万0.00%353 -250-41.5% -$9,190 减仓
MOAT VANECK ETF TRUST $1.30万0.00%125 00.0% — 不变
FELV FIDELITY COVINGTON TRUST $1.30万0.00%325 10.3% $40 加仓
XT ISHARES TR $1.33万0.00%160 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $1.33万0.00%60 60— $1.33万 新建仓
HON HONEYWELL INTL INC $1.34万0.00%60 -188-75.8% -$4.21万 减仓
NLR VANECK ETF TRUST $1.35万0.00%116 116— $1.35万 新建仓
— PROSHARES TR $1.36万0.00%166 00.0% — 不变
BLK BLACKROCK INC $1.36万0.00%14 -7-33.3% -$6,822 减仓
— TIDAL TRUST III $1.37万0.00%324 00.0% — 不变
DLTR DOLLAR TREE INC $1.38万0.00%114 -16-12.3% -$1,935 减仓
ESGD ISHARES TR $1.38万0.00%134 10.8% $103 加仓
VMC VULCAN MATLS CO $1.41万0.00%48 -22-31.4% -$6,479 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $1.44万0.00%41 -26-38.8% -$9,102 减仓
IWP ISHARES TR $1.44万0.00%98 00.0% — 不变
FELC FIDELITY COVINGTON TRUST $1.44万0.00%344 133.9% $545 加仓
FDX FEDEX CORP $1.45万0.00%46 -18-28.1% -$5,664 减仓
SPMO INVESCO EXCH TRADED FD TR II $1.46万0.00%90 -16-15.1% -$2,589 重新持有
ARCB ARCBEST CORP $1.48万0.00%103 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $1.49万0.00%30 -34-53.1% -$1.69万 减仓
PYPL PAYPAL HLDGS INC $1.53万0.00%354 -201-36.2% -$8,671 减仓
PH PARKER-HANNIFIN CORP $1.53万0.00%16 -13-44.8% -$1.24万 减仓
LUV SOUTHWEST AIRLS CO $1.55万0.00%301 -147-32.8% -$7,558 减仓
GSK GSK PLC $1.56万0.00%297 10.3% $52 加仓
SPMD SPDR SERIES TRUST $1.56万0.00%230 7952.3% $5,346 加仓
RIO RIO TINTO PLC $1.56万0.00%164 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $1.56万0.00%151 107243.2% $1.10万 加仓
DGX QUEST DIAGNOSTICS INC $1.60万0.00%75 -22-22.7% -$4,686 减仓
NVS NOVARTIS AG $1.60万0.00%102 -1-1.0% -$157 减仓
STZ CONSTELLATION BRANDS INC $1.61万0.00%116 -3-2.5% -$416 减仓
VGIT VANGUARD SCOTTSDALE FDS $1.61万0.00%273 249.6% $1,416 加仓
ENB ENBRIDGE INC $1.64万0.00%303 5622.7% $3,036 加仓