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 |
|---|---|---|---|---|---|---|---|---|
| BKIE | BNY MELLON ETF TRUST | $3.07万 | 0.01% | 329 | 329 | — | $3.07万 | 新建仓 |
| USMV | ISHARES TR | $3.09万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES TR | $3.09万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $3.09万 | 0.01% | 329 | -32 | -8.9% | -$3,010 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $3.11万 | 0.01% | 215 | 156 | 264.4% | $2.26万 | 加仓 |
| SYK | STRYKER CORPORATION | $3.14万 | 0.01% | 96 | 40 | 71.4% | $1.31万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.16万 | 0.01% | 64 | 8 | 14.3% | $3,955 | 加仓 |
| TWLO | TWILIO INC | $3.17万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $3.18万 | 0.01% | 354 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $3.21万 | 0.01% | 132 | -29 | -18.0% | -$7,049 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $3.22万 | 0.01% | 464 | 101 | 27.8% | $7,006 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $3.25万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| VPLS | VANGUARD MALVERN FDS | $3.26万 | 0.01% | 420 | 420 | — | $3.26万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $3.31万 | 0.01% | 114 | 21 | 22.6% | $6,100 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3.35万 | 0.01% | 55 | -1 | -1.8% | -$609 | 减仓 |
| CMCSA | COMCAST CORP NEW | $3.37万 | 0.01% | 1,175 | 226 | 23.8% | $6,489 | 加仓 |
| USB | US BANCORP | $3.39万 | 0.01% | 652 | 58 | 9.8% | $3,018 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3.41万 | 0.01% | 76 | 6 | 8.6% | $2,691 | 加仓 |
| IJK | ISHARES TR | $3.41万 | 0.01% | 339 | -54 | -13.7% | -$5,434 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $3.42万 | 0.01% | 529 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3.43万 | 0.01% | 531 | 5 | 1.0% | $323 | 加仓 |
| GEO | GEO GROUP INC | $3.44万 | 0.01% | 2,045 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $3.48万 | 0.01% | 1,006 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3.50万 | 0.01% | 465 | 359 | 338.7% | $2.70万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $3.51万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $3.51万 | 0.01% | 472 | 35 | 8.0% | $2,603 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $3.52万 | 0.01% | 52 | 20 | 62.5% | $1.35万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3.55万 | 0.01% | 215 | 48 | 28.7% | $7,930 | 加仓 |
| MCK | MCKESSON CORP | $3.55万 | 0.01% | 41 | 2 | 5.1% | $1,734 | 加仓 |
| AMP | AMERIPRISE FINL INC | $3.61万 | 0.01% | 81 | 2 | 2.5% | $891 | 加仓 |
| INTU | INTUIT | $3.61万 | 0.01% | 83 | -9 | -9.8% | -$3,913 | 减仓 |
| XOP | SPDR SERIES TRUST | $3.64万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $3.66万 | 0.01% | 333 | 36 | 12.1% | $3,952 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $3.66万 | 0.01% | 372 | -53 | -12.5% | -$5,220 | 减仓 |
| DCO | DUCOMMUN INC DEL | $3.68万 | 0.01% | 302 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $3.70万 | 0.01% | 288 | -1 | -0.3% | -$129 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3.72万 | 0.01% | 495 | -133 | -21.2% | -$9,986 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $3.79万 | 0.01% | 1,423 | -210 | -12.9% | -$5,589 | 减仓 |
| ARKW | ARK ETF TR | $3.86万 | 0.01% | 320 | -53 | -14.2% | -$6,391 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $3.90万 | 0.01% | 313 | 313 | — | $3.90万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $3.92万 | 0.01% | 188 | 94 | 100.0% | $1.96万 | 加仓 |
| VFH | VANGUARD WORLD FD | $3.94万 | 0.01% | 326 | 90 | 38.1% | $1.09万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.96万 | 0.01% | 101 | -7 | -6.5% | -$2,745 | 减仓 |
| EMXC | ISHARES INC | $3.98万 | 0.01% | 506 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $3.99万 | 0.01% | 638 | -79 | -11.0% | -$4,942 | 减仓 |
| TGT | TARGET CORP | $4.03万 | 0.01% | 333 | 144 | 76.2% | $1.74万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $4.09万 | 0.01% | 1,092 | -3,241 | -74.8% | -$12.15万 | 减仓 |
| MIDD | MIDDLEBY CORP | $4.10万 | 0.01% | 309 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $4.16万 | 0.01% | 241 | 98 | 68.5% | $1.69万 | 加仓 |
| ZS | ZSCALER INC | $4.21万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $4.21万 | 0.01% | 918 | 1 | 0.1% | $46 | 加仓 |
| VLO | VALERO ENERGY CORP | $4.21万 | 0.01% | 171 | 131 | 327.5% | $3.23万 | 加仓 |
| AZN | ASTRAZENECA PLC | $4.23万 | 0.01% | 215 | 215 | — | $4.23万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $4.23万 | 0.01% | 203 | -29 | -12.5% | -$6,048 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $4.25万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4.25万 | 0.01% | 209 | 83 | 65.9% | $1.69万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $4.27万 | 0.01% | 803 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $4.37万 | 0.01% | 617 | 47 | 8.2% | $3,326 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $4.40万 | 0.01% | 450 | 413 | 1,116.2% | $4.04万 | 加仓 |
| ASH | ASHLAND INC | $4.40万 | 0.01% | 791 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $4.45万 | 0.01% | 952 | 203 | 27.1% | $9,484 | 加仓 |
| CSM | PROSHARES TR | $4.46万 | 0.01% | 597 | 597 | — | $4.46万 | 新建仓 |
| IJS | ISHARES TR | $4.50万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $4.53万 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $4.54万 | 0.01% | 276 | 10 | 3.8% | $1,643 | 加仓 |
| INTC | INTEL CORP | $4.58万 | 0.01% | 1,037 | 216 | 26.3% | $9,531 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $4.58万 | 0.01% | 457 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $4.75万 | 0.01% | 660 | -25 | -3.6% | -$1,799 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $4.80万 | 0.01% | 167 | 3 | 1.8% | $863 | 加仓 |
| TQQQ | PROSHARES TR | $4.86万 | 0.01% | 1,167 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $4.87万 | 0.01% | 372 | 92 | 32.9% | $1.20万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4.90万 | 0.01% | 1,530 | -114 | -6.9% | -$3,649 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4.91万 | 0.01% | 306 | 24 | 8.5% | $3,848 | 加仓 |
| IXUS | ISHARES TR | $4.92万 | 0.01% | 568 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4.92万 | 0.01% | 169 | 62 | 57.9% | $1.80万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $4.92万 | 0.01% | 191 | 21 | 12.4% | $5,408 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $4.93万 | 0.01% | 64 | 8 | 14.3% | $6,159 | 加仓 |
| ECL | ECOLAB INC | $4.95万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $4.96万 | 0.01% | 431 | 51 | 13.4% | $5,865 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $4.99万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $5.08万 | 0.01% | 209 | 38 | 22.2% | $9,231 | 加仓 |
| CSGP | COSTAR GROUP INC | $5.09万 | 0.01% | 1,261 | 8 | 0.6% | $323 | 加仓 |
| OEF | ISHARES TR | $5.09万 | 0.01% | 160 | -87 | -35.2% | -$2.77万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $5.12万 | 0.01% | 927 | 1 | 0.1% | $55 | 加仓 |
| ASML | ASML HLDG NV | $5.15万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $5.21万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $5.21万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $5.25万 | 0.01% | 1,261 | 381 | 43.3% | $1.59万 | 加仓 |
| DIS | DISNEY WALT CO | $5.26万 | 0.01% | 545 | 33 | 6.4% | $3,182 | 加仓 |
| NEE | NEXTERA ENERGY INC | $5.26万 | 0.01% | 566 | 212 | 59.9% | $1.97万 | 加仓 |
| TXN | TEXAS INSTRS INC | $5.32万 | 0.01% | 274 | 76 | 38.4% | $1.47万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $5.35万 | 0.01% | 290 | -81 | -21.8% | -$1.49万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $5.44万 | 0.01% | 90 | 33 | 57.9% | $1.99万 | 加仓 |
| SSO | PROSHARES TR | $5.53万 | 0.01% | 1,066 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $5.55万 | 0.01% | 780 | -8 | -1.0% | -$569 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $5.56万 | 0.01% | 1,182 | 732 | 162.7% | $3.44万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $5.56万 | 0.01% | 577 | 79 | 15.9% | $7,617 | 加仓 |
| GLDM | WORLD GOLD TR | $5.57万 | 0.01% | 601 | 601 | — | $5.57万 | 新建仓 |
| TTD | THE TRADE DESK INC | $5.59万 | 0.01% | 2,463 | -947 | -27.8% | -$2.15万 | 减仓 |
| — | HONEYWELL INTL INC | $5.60万 | 0.01% | 248 | 64 | 34.8% | $1.44万 | 加仓 |