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 |
|---|---|---|---|---|---|---|---|---|
| ALLE | ALLEGION PLC | $3,052 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $3,053 | 0.00% | 24 | -5 | -17.2% | -$636 | 减仓 |
| AEE | AMEREN CORP | $3,054 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $3,069 | 0.00% | 610 | -268 | -30.5% | -$1,348 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $3,127 | 0.00% | 208 | -10 | -4.6% | -$150 | 减仓 |
| AES | AES CORP | $3,157 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $3,159 | 0.00% | 48 | 5 | 11.6% | $329 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $3,184 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $3,232 | 0.00% | 18 | 8 | 80.0% | $1,436 | 加仓 |
| RUM | RUMBLE INC | $3,239 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $3,239 | 0.00% | 15 | 2 | 15.4% | $432 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $3,259 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | ARK ETF TR | $3,275 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $3,281 | 0.00% | 25 | 25 | — | $3,281 | 新建仓 |
| SNA | SNAP ON INC | $3,284 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $3,313 | 0.00% | 40 | 2 | 5.3% | $166 | 加仓 |
| INCY | INCYTE CORP | $3,389 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TR EXCH TRADED FD III | $3,448 | 0.00% | 49 | 49 | — | $3,448 | 新建仓 |
| EUFN | ISHARES TR | $3,485 | 0.00% | 100 | 100 | — | $3,485 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $3,492 | 0.00% | 32 | 32 | — | $3,492 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $3,499 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $3,516 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $3,526 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $3,529 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $3,539 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $3,551 | 0.00% | 172 | 172 | — | $3,551 | 新建仓 |
| RMD | RESMED INC | $3,594 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $3,596 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $3,695 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $3,695 | 0.00% | 50 | 50 | — | $3,695 | 新建仓 |
| USPH | U S PHYSICAL THERAPY | $3,748 | 0.00% | 50 | 50 | — | $3,748 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $3,764 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $3,792 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $3,793 | 0.00% | 71 | 11 | 18.3% | $588 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,813 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $3,823 | 0.00% | 9 | -4 | -30.8% | -$1,699 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $3,825 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $3,832 | 0.00% | 115 | -4 | -3.4% | -$133 | 减仓 |
| BAX | BAXTER INTL INC | $3,849 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $3,863 | 0.00% | 60 | 9 | 17.6% | $579 | 加仓 |
| DG | DOLLAR GEN CORP | $3,920 | 0.00% | 33 | 9 | 37.5% | $1,069 | 加仓 |
| SONY | SONY GROUP CORP | $3,933 | 0.00% | 190 | -117 | -38.1% | -$2,422 | 减仓 |
| KIM | KIMCO REALTY CORP | $3,933 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $3,980 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $4,020 | 0.00% | 108 | -4 | -3.6% | -$149 | 重新持有 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $4,026 | 0.00% | 15 | -15 | -50.0% | -$4,026 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $4,038 | 0.00% | 101 | 16 | 18.8% | $640 | 加仓 |
| CART | MAPLEBEAR INC | $4,071 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $4,080 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $4,083 | 0.00% | 270 | 270 | — | $4,083 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $4,094 | 0.00% | 22 | -56 | -71.8% | -$1.04万 | 减仓 |
| KGC | KINROSS GOLD CORP | $4,094 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $4,116 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $4,117 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $4,166 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE TAX MNGED BUY WR | $4,170 | 0.00% | 289 | 289 | — | $4,170 | 新建仓 |
| AMCR | AMCOR PLC | $4,174 | 0.00% | 105 | 105 | — | $4,174 | 新建仓 |
| VG | VENTURE GLOBAL INC | $4,209 | 0.00% | 267 | 267 | — | $4,209 | 新建仓 |
| — | TOPBUILD COR | $4,216 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4,248 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | ARK ETF TR | $4,281 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $4,305 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $4,324 | 0.00% | 59 | -5 | -7.8% | -$366 | 减仓 |
| CDW | CDW CORP | $4,360 | 0.00% | 36 | -14 | -28.0% | -$1,696 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $4,366 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $4,372 | 0.00% | 124 | 36 | 40.9% | $1,269 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $4,375 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $4,376 | 0.00% | 63 | -12 | -16.0% | -$834 | 减仓 |
| CF | CF INDUSTRIES HOLD | $4,381 | 0.00% | 34 | 2 | 6.2% | $258 | 加仓 |
| TECB | ISHARES TR | $4,386 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $4,434 | 0.00% | 588 | 588 | — | $4,434 | 新建仓 |
| TRUP | TRUPANION INC | $4,508 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $4,532 | 0.00% | 27 | 8 | 42.1% | $1,343 | 加仓 |
| IYW | ISHARES TR | $4,536 | 0.00% | 25 | -39 | -60.9% | -$7,076 | 减仓 |
| DBEF | DBX ETF TR | $4,545 | 0.00% | 92 | 92 | — | $4,545 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $4,546 | 0.00% | 22 | -8 | -26.7% | -$1,653 | 重新持有 |
| ESGE | ISHARES INC | $4,561 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $4,566 | 0.00% | 29 | 4 | 16.0% | $630 | 加仓 |
| XAR | SPDR SERIES TRUST | $4,574 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $4,602 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $4,632 | 0.00% | 83 | -918 | -91.7% | -$5.12万 | 减仓 |
| COHR | COHERENT CORP | $4,641 | 0.00% | 19 | 18 | 1,800.0% | $4,397 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $4,662 | 0.00% | 173 | 173 | — | $4,662 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $4,665 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $4,678 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $4,708 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $4,718 | 0.00% | 278 | -162 | -36.8% | -$2,749 | 减仓 |
| BIIB | BIOGEN INC | $4,723 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $4,781 | 0.00% | 33 | 10 | 43.5% | $1,449 | 加仓 |
| PPG | PPG INDS INC | $4,814 | 0.00% | 45 | 5 | 12.5% | $535 | 加仓 |
| APPN | APPIAN CORP | $4,822 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $4,859 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $4,871 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $4,914 | 0.00% | 66 | 60 | 1,000.0% | $4,467 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $4,920 | 0.00% | 7 | 7 | — | $4,920 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $4,935 | 0.00% | 54 | 1 | 1.9% | $91 | 加仓 |
| — | ELECTRONIC ARTS INC | $4,985 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $5,006 | 0.00% | 104 | 1 | 1.0% | $48 | 加仓 |
| IDXX | IDEXX LABS INC | $5,013 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $5,025 | 0.00% | 103 | -3 | -2.8% | -$146 | 减仓 |