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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $17.63万 | 0.04% | 516 | 16 | 3.2% | $5,468 | 加仓 |
| EFA | ISHARES TR | $17.43万 | 0.04% | 1,794 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $16.94万 | 0.04% | 1,997 | -92 | -4.4% | -$7,803 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $16.86万 | 0.04% | 432 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $16.57万 | 0.04% | 6,998 | 110 | 1.6% | $2,605 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $16.50万 | 0.04% | 2,642 | 344 | 15.0% | $2.15万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $16.06万 | 0.04% | 3,314 | 3 | 0.1% | $145 | 加仓 |
| ESGU | ISHARES TR | $15.47万 | 0.04% | 1,094 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $15.45万 | 0.04% | 1,043 | 12 | 1.2% | $1,778 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $15.43万 | 0.04% | 182 | 3 | 1.7% | $2,543 | 加仓 |
| SNOW | SNOWFLAKE INC | $15.09万 | 0.03% | 1,001 | -366 | -26.8% | -$5.52万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $14.88万 | 0.03% | 2,964 | 1,087 | 57.9% | $5.46万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $14.68万 | 0.03% | 2,046 | 6 | 0.3% | $430 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $14.56万 | 0.03% | 2,395 | 23 | 1.0% | $1,398 | 加仓 |
| ANET | ARISTA NETWORKS INC | $14.47万 | 0.03% | 1,179 | 18 | 1.6% | $2,210 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $14.44万 | 0.03% | 3,563 | 3,563 | — | $14.44万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $14.12万 | 0.03% | 8,893 | 7,833 | 739.0% | $12.44万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $13.99万 | 0.03% | 503 | 14 | 2.9% | $3,894 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $13.98万 | 0.03% | 2,283 | 114 | 5.3% | $6,983 | 加仓 |
| SLYV | SPDR SERIES TRUST | $13.90万 | 0.03% | 1,470 | 7 | 0.5% | $662 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $13.65万 | 0.03% | 2,737 | 357 | 15.0% | $1.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $13.56万 | 0.03% | 3,490 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $13.32万 | 0.03% | 1,616 | 505 | 45.5% | $4.16万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $12.99万 | 0.03% | 2,142 | 153 | 7.7% | $9,280 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $12.99万 | 0.03% | 1,612 | 1,612 | — | $12.99万 | 新建仓 |
| ORCL | ORACLE CORP | $12.93万 | 0.03% | 879 | -69 | -7.3% | -$1.02万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $12.49万 | 0.03% | 2,584 | 479 | 22.8% | $2.31万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $12.41万 | 0.03% | 610 | 82 | 15.5% | $1.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $12.36万 | 0.03% | 1,603 | 800 | 99.6% | $6.17万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $12.33万 | 0.03% | 365 | 55 | 17.7% | $1.86万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $12.27万 | 0.03% | 1,730 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $12.18万 | 0.03% | 2,669 | 83 | 3.2% | $3,789 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $12.15万 | 0.03% | 2,648 | 18 | 0.7% | $826 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $12.11万 | 0.03% | 3,165 | 585 | 22.7% | $2.24万 | 加仓 |
| IYJ | ISHARES TR | $12.00万 | 0.03% | 813 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $11.83万 | 0.03% | 1,556 | 364 | 30.5% | $2.77万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $11.65万 | 0.03% | 3,506 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $11.61万 | 0.03% | 1,023 | 436 | 74.3% | $4.95万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $11.60万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II | $11.47万 | 0.03% | 2,092 | 2,092 | — | $11.47万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $11.38万 | 0.03% | 495 | 32 | 6.9% | $7,358 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $11.38万 | 0.03% | 2,449 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $11.30万 | 0.03% | 305 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $11.14万 | 0.03% | 1,934 | -811 | -29.5% | -$4.67万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $10.98万 | 0.02% | 3,770 | 1,849 | 96.3% | $5.39万 | 加仓 |
| IGF | ISHARES TR | $10.94万 | 0.02% | 1,633 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $10.59万 | 0.02% | 1,291 | 40 | 3.2% | $3,280 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $10.51万 | 0.02% | 258 | 62 | 31.6% | $2.53万 | 加仓 |
| CRM | SALESFORCE INC | $10.12万 | 0.02% | 542 | -250 | -31.6% | -$4.67万 | 减仓 |
| OTTR | OTTER TAIL CORP | $10.10万 | 0.02% | 1,151 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $9.89万 | 0.02% | 2,151 | -52 | -2.4% | -$2,390 | 减仓 |
| MELI | MERCADOLIBRE INC | $9.86万 | 0.02% | 57 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $9.82万 | 0.02% | 875 | 75 | 9.4% | $8,421 | 加仓 |
| ABT | ABBOTT LABORATORIES | $9.48万 | 0.02% | 924 | 17 | 1.9% | $1,745 | 加仓 |
| SYY | SYSCO CORP | $9.42万 | 0.02% | 1,321 | 18 | 1.4% | $1,284 | 加仓 |
| IWD | ISHARES TR | $9.37万 | 0.02% | 439 | 7 | 1.6% | $1,494 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $9.36万 | 0.02% | 7,479 | 237 | 3.3% | $2,965 | 加仓 |
| MSTR | STRATEGY INC | $9.32万 | 0.02% | 747 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $9.23万 | 0.02% | 222 | 4 | 1.8% | $1,664 | 加仓 |
| T | AT&T INC | $9.16万 | 0.02% | 3,161 | 448 | 16.5% | $1.30万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $9.11万 | 0.02% | 1,303 | 111 | 9.3% | $7,760 | 加仓 |
| KR | KROGER CO | $8.98万 | 0.02% | 1,241 | 27 | 2.2% | $1,953 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $8.76万 | 0.02% | 1,135 | 8 | 0.7% | $617 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $8.62万 | 0.02% | 1,374 | -35 | -2.5% | -$2,197 | 减仓 |
| VHT | VANGUARD WORLD FD | $8.56万 | 0.02% | 314 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $8.54万 | 0.02% | 628 | 52 | 9.0% | $7,072 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $8.50万 | 0.02% | 1,001 | -14 | -1.4% | -$1,189 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $8.46万 | 0.02% | 6,663 | -165 | -2.4% | -$2,094 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8.43万 | 0.02% | 1,185 | 125 | 11.8% | $8,893 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $8.32万 | 0.02% | 602 | 101 | 20.2% | $1.40万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $8.29万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $8.28万 | 0.02% | 961 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $8.20万 | 0.02% | 529 | 10 | 1.9% | $1,550 | 加仓 |
| TMUS | T-MOBILE US INC | $8.16万 | 0.02% | 388 | 301 | 346.0% | $6.33万 | 加仓 |
| IWF | ISHARES TR | $8.11万 | 0.02% | 190 | 27 | 16.6% | $1.15万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $8.01万 | 0.02% | 1,929 | 1,929 | — | $8.01万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $8.00万 | 0.02% | 1,606 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $7.90万 | 0.02% | 261 | -16 | -5.8% | -$4,844 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $7.79万 | 0.02% | 791 | 699 | 759.8% | $6.89万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $7.71万 | 0.02% | 1,662 | -146 | -8.1% | -$6,769 | 减仓 |
| VXF | VANGUARD INDEX FDS | $7.69万 | 0.02% | 374 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $7.64万 | 0.02% | 748 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $7.62万 | 0.02% | 398 | 18 | 4.7% | $3,448 | 加仓 |
| KLAC | KLA CORP | $7.59万 | 0.02% | 52 | 30 | 136.4% | $4.38万 | 加仓 |
| BA | BOEING CO | $7.56万 | 0.02% | 380 | 91 | 31.5% | $1.81万 | 加仓 |
| RS | RELIANCE INC | $7.55万 | 0.02% | 249 | -83 | -25.0% | -$2.52万 | 减仓 |
| WDAY | WORKDAY INC | $7.38万 | 0.02% | 568 | -143 | -20.1% | -$1.86万 | 减仓 |
| IWM | ISHARES TR | $7.24万 | 0.02% | 292 | 7 | 2.5% | $1,736 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $7.14万 | 0.02% | 1,218 | -4 | -0.3% | -$235 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $7.14万 | 0.02% | 1,832 | 1,832 | — | $7.14万 | 新建仓 |
| WMB | WILLIAMS COS INC | $7.14万 | 0.02% | 980 | 110 | 12.6% | $8,009 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $7.08万 | 0.02% | 11,799 | 11,799 | — | $7.08万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $7.01万 | 0.02% | 1,244 | -10 | -0.8% | -$563 | 减仓 |
| VCR | VANGUARD WORLD FD | $6.89万 | 0.02% | 192 | 30 | 18.5% | $1.08万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $6.75万 | 0.02% | 2,751 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $6.72万 | 0.02% | 657 | 1 | 0.2% | $102 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $6.70万 | 0.02% | 4,281 | 4,119 | 2,542.6% | $6.45万 | 加仓 |
| SLV | ISHARES SILVER TR | $6.68万 | 0.02% | 980 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $6.60万 | 0.02% | 399 | 1 | 0.3% | $166 | 加仓 |
| LIN | LINDE PLC | $6.58万 | 0.01% | 133 | 63 | 90.0% | $3.12万 | 加仓 |