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 |
|---|---|---|---|---|---|---|---|---|
| AVEM | AMERICAN CENTY ETF TR | $12.99万 | 0.03% | 1,612 | 1,612 | — | $12.99万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $12.99万 | 0.03% | 2,142 | 153 | 7.7% | $9,280 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $13.32万 | 0.03% | 1,616 | 505 | 45.5% | $4.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $13.56万 | 0.03% | 3,490 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $13.65万 | 0.03% | 2,737 | 357 | 15.0% | $1.78万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $13.90万 | 0.03% | 1,470 | 7 | 0.5% | $662 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $13.98万 | 0.03% | 2,283 | 114 | 5.3% | $6,983 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $13.99万 | 0.03% | 503 | 14 | 2.9% | $3,894 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $14.12万 | 0.03% | 8,893 | 7,833 | 739.0% | $12.44万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $14.44万 | 0.03% | 3,563 | 3,563 | — | $14.44万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $14.47万 | 0.03% | 1,179 | 18 | 1.6% | $2,210 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $14.56万 | 0.03% | 2,395 | 23 | 1.0% | $1,398 | 加仓 |
| VSGX | VANGUARD WORLD FD | $14.68万 | 0.03% | 2,046 | 6 | 0.3% | $430 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $14.88万 | 0.03% | 2,964 | 1,087 | 57.9% | $5.46万 | 加仓 |
| SNOW | SNOWFLAKE INC | $15.09万 | 0.03% | 1,001 | -366 | -26.8% | -$5.52万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $15.43万 | 0.04% | 182 | 3 | 1.7% | $2,543 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $15.45万 | 0.04% | 1,043 | 12 | 1.2% | $1,778 | 加仓 |
| ESGU | ISHARES TR | $15.47万 | 0.04% | 1,094 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $16.06万 | 0.04% | 3,314 | 3 | 0.1% | $145 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $16.50万 | 0.04% | 2,642 | 344 | 15.0% | $2.15万 | 加仓 |
| — | SILA REALTY TRUST INC | $16.57万 | 0.04% | 6,998 | 110 | 1.6% | $2,605 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $16.86万 | 0.04% | 432 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $16.94万 | 0.04% | 1,997 | -92 | -4.4% | -$7,803 | 减仓 |
| EFA | ISHARES TR | $17.43万 | 0.04% | 1,794 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $17.63万 | 0.04% | 516 | 16 | 3.2% | $5,468 | 加仓 |
| MCD | MCDONALDS CORP | $18.10万 | 0.04% | 582 | 30 | 5.4% | $9,331 | 加仓 |
| CNI | CANADIAN NATL RY CO | $18.32万 | 0.04% | 1,783 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $18.88万 | 0.04% | 779 | 40 | 5.4% | $9,693 | 加仓 |
| KAT | ADVISORS SER TR | $19.36万 | 0.04% | 3,612 | -149 | -4.0% | -$7,986 | 减仓 |
| — | BELPOINTE PREP LLC | $19.39万 | 0.04% | 3,645 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $19.59万 | 0.04% | 425 | -35 | -7.6% | -$1.61万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $19.66万 | 0.04% | 905 | -44 | -4.6% | -$9,561 | 减仓 |
| WFC | WELLS FARGO & CO | $20.03万 | 0.05% | 2,516 | 134 | 5.6% | $1.07万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $20.37万 | 0.05% | 953 | 22 | 2.4% | $4,702 | 加仓 |
| IVW | ISHARES TR | $20.44万 | 0.05% | 1,807 | 1 | 0.1% | $113 | 加仓 |
| SPYG | SPDR SERIES TRUST | $20.51万 | 0.05% | 2,095 | 39 | 1.9% | $3,819 | 加仓 |
| MRK | MERCK & CO INC | $20.52万 | 0.05% | 1,706 | 152 | 9.8% | $1.83万 | 加仓 |
| ABNB | AIRBNB INC | $20.60万 | 0.05% | 1,632 | -310 | -16.0% | -$3.91万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.81万 | 0.05% | 769 | 454 | 144.1% | $12.28万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $21.64万 | 0.05% | 6,906 | 4,335 | 168.6% | $13.58万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $22.33万 | 0.05% | 2,126 | 2,126 | — | $22.33万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $22.54万 | 0.05% | 4,607 | 815 | 21.5% | $3.99万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $22.88万 | 0.05% | 936 | -29 | -3.0% | -$7,088 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $23.18万 | 0.05% | 4,941 | 176 | 3.7% | $8,256 | 加仓 |
| DLN | WISDOMTREE TR | $23.45万 | 0.05% | 2,625 | 2,625 | — | $23.45万 | 新建仓 |
| HD | HOME DEPOT INC | $24.54万 | 0.06% | 746 | 30 | 4.2% | $9,869 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $25.70万 | 0.06% | 4,862 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $26.24万 | 0.06% | 1,261 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $26.95万 | 0.06% | 539 | 96 | 21.7% | $4.80万 | 加仓 |
| CVX | CHEVRON CORPORATION | $27.06万 | 0.06% | 1,308 | 449 | 52.3% | $9.29万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $27.24万 | 0.06% | 8,399 | 1,672 | 24.9% | $5.42万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $27.29万 | 0.06% | 2,181 | 2,148 | 6,509.1% | $26.88万 | 加仓 |
| CSCO | CISCO SYS INC | $27.61万 | 0.06% | 3,558 | 111 | 3.2% | $8,612 | 加仓 |
| V | VISA INC | $28.12万 | 0.06% | 930 | 225 | 31.9% | $6.80万 | 加仓 |
| GLD | SPDR GOLD TR | $28.23万 | 0.06% | 656 | 490 | 295.2% | $21.08万 | 加仓 |
| LLY | ELI LILLY & CO | $28.65万 | 0.07% | 311 | 42 | 15.6% | $3.87万 | 加仓 |
| IWB | ISHARES TR | $28.69万 | 0.07% | 805 | -13 | -1.6% | -$4,633 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $29.28万 | 0.07% | 7,172 | 69 | 1.0% | $2,817 | 加仓 |
| SHOP | SHOPIFY INC | $30.31万 | 0.07% | 2,555 | 366 | 16.7% | $4.34万 | 加仓 |
| BAC | BANK AMERICA CORP | $31.11万 | 0.07% | 6,382 | 461 | 7.8% | $2.25万 | 加仓 |
| CAT | CATERPILLAR INC | $31.12万 | 0.07% | 439 | -54 | -11.0% | -$3.83万 | 减仓 |
| SMH | VANECK ETF TRUST | $31.21万 | 0.07% | 814 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.09万 | 0.07% | 3,476 | -149 | -4.1% | -$1.38万 | 减仓 |
| AMGN | AMGEN INC | $34.96万 | 0.08% | 994 | 17 | 1.7% | $5,979 | 加仓 |
| WMT | WALMART INC | $35.50万 | 0.08% | 2,856 | 26 | 0.9% | $3,231 | 加仓 |
| ABBV | ABBVIE INC | $36.80万 | 0.08% | 1,692 | 147 | 9.5% | $3.20万 | 加仓 |
| RTX | RTX CORPORATION | $37.46万 | 0.09% | 1,942 | 335 | 20.8% | $6.46万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.03万 | 0.09% | 402 | -301 | -42.8% | -$29.97万 | 减仓 |
| VO | VANGUARD INDEX FDS | $40.63万 | 0.09% | 1,415 | 7 | 0.5% | $2,010 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $44.08万 | 0.10% | 15,827 | -1,469 | -8.5% | -$4.09万 | 减仓 |
| AFL | AFLAC INC | $45.02万 | 0.10% | 4,103 | -933 | -18.5% | -$10.24万 | 减仓 |
| VGT | VANGUARD WORLD FD | $46.35万 | 0.11% | 664 | 50 | 8.1% | $3.49万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $47.67万 | 0.11% | 3,301 | -177 | -5.1% | -$2.56万 | 减仓 |
| — | EXXON MOBIL CORP | $48.14万 | 0.11% | 2,838 | -435 | -13.3% | -$7.38万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $49.00万 | 0.11% | 14,870 | 319 | 2.2% | $1.05万 | 加仓 |
| NFLX | NETFLIX INC. | $49.97万 | 0.11% | 5,197 | -7 | -0.1% | -$673 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $49.98万 | 0.11% | 2,324 | 258 | 12.5% | $5.55万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $62.30万 | 0.14% | 2,940 | 3 | 0.1% | $636 | 加仓 |
| GE | GE AEROSPACE | $64.46万 | 0.15% | 2,271 | -62 | -2.7% | -$1.76万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $65.00万 | 0.15% | 1,488 | 179 | 13.7% | $7.82万 | 加仓 |
| GEV | GE VERNOVA INC | $66.33万 | 0.15% | 760 | 3 | 0.4% | $2,618 | 加仓 |
| SO | SOUTHERN CO | $69.37万 | 0.16% | 7,187 | 35 | 0.5% | $3,378 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $72.35万 | 0.16% | 10,713 | 4,178 | 63.9% | $28.21万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $74.64万 | 0.17% | 24,328 | 18,111 | 291.3% | $55.56万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $78.46万 | 0.18% | 3,999 | 1,362 | 51.6% | $26.72万 | 加仓 |
| ACWI | ISHARES TR | $89.80万 | 0.20% | 6,490 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $92.37万 | 0.21% | 36,801 | 5,221 | 16.5% | $13.10万 | 加仓 |
| CB | CHUBB LTD SWITZ | $94.26万 | 0.21% | 2,892 | 2,774 | 2,350.8% | $90.42万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $102.40万 | 0.23% | 5,335 | 674 | 14.5% | $12.94万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $104.77万 | 0.24% | 4,409 | 1,300 | 41.8% | $30.89万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $110.89万 | 0.25% | 3,770 | 113 | 3.1% | $3.32万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $121.63万 | 0.28% | 8,315 | -2,751 | -24.9% | -$40.24万 | 减仓 |
| META | META PLATFORMS INC | $125.42万 | 0.28% | 2,192 | 57 | 2.7% | $3.26万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $132.83万 | 0.30% | 18,037 | 1,793 | 11.0% | $13.20万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $142.11万 | 0.32% | 57,417 | 1,062 | 1.9% | $2.63万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $171.61万 | 0.39% | 29,071 | -1,489 | -4.9% | -$8.79万 | 减仓 |
| GOOG | ALPHABET INC | $175.43万 | 0.40% | 6,116 | 298 | 5.1% | $8.55万 | 加仓 |
| GOOGL | ALPHABET INC | $176.19万 | 0.40% | 6,127 | 35 | 0.6% | $1.01万 | 加仓 |
| MUB | ISHARES TR | $282.45万 | 0.64% | 26,608 | 294 | 1.1% | $3.12万 | 加仓 |