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 |
|---|---|---|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | $1.77万 | 0.00% | 468 | -192 | -29.1% | -$7,262 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.78万 | 0.00% | 136 | -12 | -8.1% | -$1,573 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $1.78万 | 0.00% | 119 | 4 | 3.5% | $599 | 加仓 |
| IBTA | IBOTTA INC | $1.81万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $1.83万 | 0.00% | 708 | 58 | 8.9% | $1,500 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $1.84万 | 0.00% | 118 | -1 | -0.8% | -$156 | 减仓 |
| COWZ | PACER FDS TR | $1.85万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.85万 | 0.00% | 126 | 112 | 800.0% | $1.64万 | 加仓 |
| CSX | CSX CORP | $1.85万 | 0.00% | 452 | -6 | -1.3% | -$246 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1.86万 | 0.00% | 246 | 246 | — | $1.86万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $1.87万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.89万 | 0.00% | 67 | -23 | -25.6% | -$6,495 | 减仓 |
| VMC | VULCAN MATLS CO | $1.90万 | 0.00% | 70 | 13 | 22.8% | $3,537 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $1.91万 | 0.00% | 97 | -1 | -1.0% | -$197 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.93万 | 0.00% | 66 | -1 | -1.5% | -$293 | 减仓 |
| IWN | ISHARES TR | $1.94万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $1.95万 | 0.00% | 2,265 | 2,265 | — | $1.95万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.95万 | 0.00% | 64 | 27 | 73.0% | $8,241 | 加仓 |
| CVS | CVS HEALTH CORP | $1.98万 | 0.00% | 275 | -4 | -1.4% | -$287 | 减仓 |
| DGRO | ISHARES TR | $1.98万 | 0.00% | 282 | -75 | -21.0% | -$5,261 | 减仓 |
| IEO | ISHARES TR | $1.98万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.98万 | 0.00% | 250 | 151 | 152.5% | $1.20万 | 重新持有 |
| LCII | LCI INDS | $2.00万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $2.01万 | 0.00% | 270 | 60 | 28.6% | $4,466 | 加仓 |
| HAL | HALLIBURTON CO | $2.03万 | 0.00% | 521 | 433 | 492.0% | $1.69万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2.04万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.06万 | 0.00% | 21 | -51 | -70.8% | -$4.99万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2.06万 | 0.00% | 76 | -11 | -12.6% | -$2,976 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $2.06万 | 0.00% | 63 | 6 | 10.5% | $1,962 | 加仓 |
| OSIS | OSI SYSTEMS INC | $2.07万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $2.08万 | 0.00% | 202 | 1 | 0.5% | $103 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $2.08万 | 0.00% | 305 | -1 | -0.3% | -$68 | 减仓 |
| YUM | YUM BRANDS INC | $2.08万 | 0.00% | 134 | -6 | -4.3% | -$933 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $2.09万 | 0.00% | 356 | 64 | 21.9% | $3,758 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $2.10万 | 0.00% | 249 | 249 | — | $2.10万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $2.11万 | 0.00% | 106 | 3 | 2.9% | $597 | 加仓 |
| BE | BLOOM ENERGY CORP | $2.11万 | 0.00% | 156 | 15 | 10.6% | $2,032 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $2.12万 | 0.00% | 596 | 596 | — | $2.12万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2.14万 | 0.00% | 532 | 532 | — | $2.14万 | 新建仓 |
| XCEM | COLUMBIA ETF TR II | $2.14万 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $2.16万 | 0.00% | 109 | 7 | 6.9% | $1,384 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $2.16万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| VFMF | VANGUARD WELLINGTON FD | $2.18万 | 0.00% | 141 | 141 | — | $2.18万 | 新建仓 |
| FAST | FASTENAL CO | $2.18万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $2.19万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $2.20万 | 0.01% | 342 | 342 | — | $2.20万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $2.20万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $2.23万 | 0.01% | 1,035 | 50 | 5.1% | $1,075 | 加仓 |
| MO | ALTRIA GROUP INC | $2.23万 | 0.01% | 338 | 26 | 8.3% | $1,714 | 加仓 |
| DAL | DELTA AIR LINES INC | $2.23万 | 0.01% | 335 | 28 | 9.1% | $1,864 | 加仓 |
| DE | DEERE & CO | $2.23万 | 0.01% | 40 | -8 | -16.7% | -$4,470 | 减仓 |
| FDX | FEDEX CORP | $2.27万 | 0.01% | 64 | 7 | 12.3% | $2,482 | 加仓 |
| SHEL | SHELL PLC | $2.28万 | 0.01% | 245 | -36 | -12.8% | -$3,347 | 减仓 |
| IVLU | ISHARES TR | $2.29万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $2.30万 | 0.01% | 291 | 20 | 7.4% | $1,580 | 加仓 |
| AOA | ISHARES TR | $2.32万 | 0.01% | 262 | 262 | — | $2.32万 | 新建仓 |
| ARGX | ARGENX SE | $2.34万 | 0.01% | 32 | -1 | -3.0% | -$730 | 减仓 |
| INDA | ISHARES TR | $2.34万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $2.35万 | 0.01% | 328 | 328 | — | $2.35万 | 新建仓 |
| IVE | ISHARES TR | $2.35万 | 0.01% | 112 | -62 | -35.6% | -$1.30万 | 减仓 |
| IWO | ISHARES TR | $2.36万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $2.37万 | 0.01% | 179 | 3 | 1.7% | $397 | 加仓 |
| VLUE | ISHARES TR | $2.37万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $2.38万 | 0.01% | 128 | 6 | 4.9% | $1,117 | 加仓 |
| D | DOMINION ENERGY INC | $2.39万 | 0.01% | 387 | 169 | 77.5% | $1.04万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2.40万 | 0.01% | 191 | 105 | 122.1% | $1.32万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $2.40万 | 0.01% | 424 | 424 | — | $2.40万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2.40万 | 0.01% | 455 | 1 | 0.2% | $53 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2.41万 | 0.01% | 1,602 | -3,035 | -65.5% | -$4.57万 | 减仓 |
| SPGI | S&P GLOBAL INC | $2.42万 | 0.01% | 57 | -4 | -6.6% | -$1,700 | 减仓 |
| EMR | EMERSON ELEC CO | $2.43万 | 0.01% | 185 | 45 | 32.1% | $5,900 | 加仓 |
| B | BARRICK MNG CORP | $2.46万 | 0.01% | 603 | 250 | 70.8% | $1.02万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.47万 | 0.01% | 436 | 27 | 6.6% | $1,529 | 加仓 |
| NUE | NUCOR CORP | $2.47万 | 0.01% | 146 | 116 | 386.7% | $1.96万 | 加仓 |
| FDV | FEDERATED HERMES ETF TRUST | $2.47万 | 0.01% | 802 | 802 | — | $2.47万 | 新建仓 |
| NOW | SERVICENOW INC | $2.48万 | 0.01% | 237 | -104 | -30.5% | -$1.09万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $2.48万 | 0.01% | 508 | 508 | — | $2.48万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $2.51万 | 0.01% | 555 | 93 | 20.1% | $4,204 | 加仓 |
| SR | SPIRE INC | $2.54万 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $2.56万 | 0.01% | 29 | 4 | 16.0% | $3,538 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2.57万 | 0.01% | 141 | 32 | 29.4% | $5,833 | 加仓 |
| NEM | NEWMONT CORP | $2.59万 | 0.01% | 239 | 23 | 10.6% | $2,490 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2.64万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $2.64万 | 0.01% | 310 | 131 | 73.2% | $1.12万 | 加仓 |
| SMLF | ISHARES TR | $2.69万 | 0.01% | 356 | 1 | 0.3% | $76 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $2.72万 | 0.01% | 353 | 45 | 14.6% | $3,470 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $2.73万 | 0.01% | 1,022 | 1,022 | — | $2.73万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2.74万 | 0.01% | 456 | 139 | 43.8% | $8,365 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2.76万 | 0.01% | 198 | 20 | 11.2% | $2,784 | 加仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $2.79万 | 0.01% | 10,000 | -2,650 | -20.9% | -$7,394 | 减仓 |
| GNRC | GENERAC HLDGS INC | $2.79万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $2.81万 | 0.01% | 324 | -11 | -3.3% | -$954 | 减仓 |
| KEY | KEYCORP | $2.85万 | 0.01% | 1,421 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $2.87万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| OCSL | OAKTREE SPECIALTY LENDING | $2.91万 | 0.01% | 2,577 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $2.91万 | 0.01% | 109 | 1 | 0.9% | $267 | 加仓 |
| ARM | ARM HOLDINGS PLC | $2.93万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $2.98万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $3.04万 | 0.01% | 209 | 5 | 2.5% | $727 | 加仓 |
| MDB | MONGODB INC | $3.05万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |