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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $306.92万 | 0.70% | 14,737 | 733 | 5.2% | $15.27万 | 加仓 |
| OKE | ONEOK INC NEW | $309.27万 | 0.70% | 34,215 | 905 | 2.7% | $8.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $310.93万 | 0.71% | 8,400 | 783 | 10.3% | $28.98万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $362.06万 | 0.82% | 40,819 | 1,101 | 2.8% | $9.77万 | 加仓 |
| QQQ | INVESCO QQQ TR | $369.27万 | 0.84% | 6,398 | -283 | -4.2% | -$16.33万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $399.22万 | 0.91% | 137,283 | 1,451 | 1.1% | $4.22万 | 加仓 |
| AVGO | BROADCOM INC | $403.77万 | 0.92% | 13,045 | 322 | 2.5% | $9.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $427.35万 | 0.97% | 24,504 | 2,886 | 13.3% | $50.33万 | 加仓 |
| ITOT | ISHARES TR | $663.80万 | 1.51% | 46,606 | 8,691 | 22.9% | $123.78万 | 加仓 |
| TSLA | TESLA INC | $689.31万 | 1.57% | 18,542 | -469 | -2.5% | -$17.44万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $707.63万 | 1.61% | 130,921 | -255 | -0.2% | -$1.38万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $782.15万 | 1.78% | 102,189 | 27,927 | 37.6% | $213.75万 | 加仓 |
| IEFA | ISHARES TR | $1,013.68万 | 2.30% | 111,972 | -477 | -0.4% | -$4.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,018.57万 | 2.31% | 15,662 | -82 | -0.5% | -$5.33万 | 减仓 |
| AAPL | APPLE INC | $1,071.95万 | 2.44% | 42,238 | -88 | -0.2% | -$2.23万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,499.77万 | 3.41% | 46,749 | 1,373 | 3.0% | $44.05万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,764.79万 | 4.01% | 67,379 | 186 | 0.3% | $4.87万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,036.69万 | 4.63% | 34,084 | 1,261 | 3.8% | $75.35万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,049.34万 | 4.66% | 799,274 | 2,430 | 0.3% | $6.23万 | 加仓 |
| IEMG | ISHARES INC | $2,297.51万 | 5.22% | 329,392 | 7,191 | 2.2% | $50.16万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,543.12万 | 5.78% | 85,097 | 5,647 | 7.1% | $168.76万 | 加仓 |
| IVV | ISHARES TR | $2,717.36万 | 6.17% | 41,600 | 1,556 | 3.9% | $101.64万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,345.86万 | 7.60% | 522,137 | 15,603 | 3.1% | $99.98万 | 加仓 |
| AGG | ISHARES TR | $4,773.28万 | 10.85% | 480,838 | 26,906 | 5.9% | $267.10万 | 加仓 |
| IJR | ISHARES TR | $5,819.12万 | 13.22% | 468,114 | 23,587 | 5.3% | $293.21万 | 加仓 |