Abound Wealth Management
FRANKLIN TN · SEC CIK 0001950323
$5.04亿2026Q2 申报市值
1,347持仓数
66.5%前十大占比 · 第一大 14.4%
100 / 254新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IJR 加仓+$337.35万
AVGO 加仓+$295.66万
AGG 加仓+$288.93万
SPYM 加仓+$158.34万
MSFT 加仓+$124.36万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$111.90万
NVDA 减仓-$55.88万
VOO 减仓-$53.37万
RSP 减仓-$41.30万
AMZN 减仓-$35.18万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TGTX | TG THERAPEUTICS INC | $19.26万 | 0.04% | 3,506 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $18.72万 | 0.04% | 1,802 | 8 | 0.4% | $831 | 加仓 |
| KAT | ADVISORS SER TR | $18.53万 | 0.04% | 3,428 | -184 | -5.1% | -$9,947 | 减仓 |
| ANET | ARISTA NETWORKS INC | $18.42万 | 0.04% | 1,085 | -94 | -8.0% | -$1.60万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $18.41万 | 0.04% | 655 | -124 | -15.9% | -$3.49万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $18.25万 | 0.04% | 3,317 | 3 | 0.1% | $165 | 加仓 |
| ABNB | AIRBNB INC | $18.18万 | 0.04% | 1,271 | -361 | -22.1% | -$5.16万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $17.64万 | 0.04% | 470 | -33 | -6.6% | -$1.24万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $17.59万 | 0.03% | 1,113 | 70 | 6.7% | $1.11万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $16.90万 | 0.03% | 2,052 | 6 | 0.3% | $494 | 加仓 |
| WFC | WELLS FARGO & CO | $16.87万 | 0.03% | 2,041 | -475 | -18.9% | -$3.93万 | 减仓 |
| — | BELPOINTE PREP LLC | $16.51万 | 0.03% | 3,645 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $16.12万 | 0.03% | 1,477 | 7 | 0.5% | $764 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $16.10万 | 0.03% | 159 | -23 | -12.6% | -$2.33万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $16.10万 | 0.03% | 2,303 | -339 | -12.8% | -$2.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $16.01万 | 0.03% | 630 | -306 | -32.7% | -$7.78万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $15.95万 | 0.03% | 8,893 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $15.74万 | 0.03% | 12,768 | 12,768 | — | $15.74万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $15.63万 | 0.03% | 1,828 | 225 | 14.0% | $1.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $15.48万 | 0.03% | 3,490 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $15.25万 | 0.03% | 384 | -41 | -9.6% | -$1.63万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $15.24万 | 0.03% | 2,642 | 58 | 2.2% | $3,345 | 加仓 |
| ESGU | ISHARES TR | $14.73万 | 0.03% | 900 | -194 | -17.7% | -$3.18万 | 减仓 |
| DGRO | ISHARES TR | $14.62万 | 0.03% | 1,929 | 1,647 | 584.0% | $12.48万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $14.18万 | 0.03% | 1,730 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $13.87万 | 0.03% | 2,743 | 6 | 0.2% | $303 | 加仓 |
| WM | WASTE MGMT INC DEL | $13.79万 | 0.03% | 619 | 124 | 25.1% | $2.76万 | 加仓 |
| GLW | CORNING INC | $13.72万 | 0.03% | 537 | -91 | -14.5% | -$2.32万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $13.70万 | 0.03% | 287 | -78 | -21.4% | -$3.72万 | 减仓 |
| IYJ | ISHARES TR | $13.55万 | 0.03% | 813 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $13.50万 | 0.03% | 2,395 | -54 | -2.2% | -$3,044 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $13.47万 | 0.03% | 2,673 | 4 | 0.1% | $202 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $13.38万 | 0.03% | 1,934 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $13.08万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $13.00万 | 0.03% | 305 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $12.95万 | 0.03% | 2,439 | 156 | 6.8% | $8,284 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $12.92万 | 0.03% | 1,564 | 16 | 1.0% | $1,322 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $12.87万 | 0.03% | 112 | -77 | -40.7% | -$8.85万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $12.62万 | 0.03% | 3,180 | 15 | 0.5% | $595 | 加仓 |
| MCD | MCDONALDS CORP | $12.44万 | 0.02% | 460 | -122 | -21.0% | -$3.30万 | 减仓 |
| IWM | ISHARES TR | $12.24万 | 0.02% | 407 | 115 | 39.4% | $3.46万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $12.08万 | 0.02% | 2,665 | 17 | 0.6% | $771 | 加仓 |
| KLAC | KLA CORP | $11.89万 | 0.02% | 394 | -126 | -24.2% | -$3.80万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $11.42万 | 0.02% | 464 | 90 | 24.1% | $2.21万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $11.36万 | 0.02% | 859 | -16 | -1.8% | -$2,115 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $11.26万 | 0.02% | 271 | -498 | -64.8% | -$20.69万 | 减仓 |
| ORCL | ORACLE CORP | $11.09万 | 0.02% | 756 | -123 | -14.0% | -$1.80万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $11.01万 | 0.02% | 3,254 | -516 | -13.7% | -$1.75万 | 减仓 |
| IWD | ISHARES TR | $10.88万 | 0.02% | 449 | 10 | 2.3% | $2,422 | 加仓 |
| IGF | ISHARES TR | $10.88万 | 0.02% | 1,633 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $10.80万 | 0.02% | 1,300 | 9 | 0.7% | $748 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $10.76万 | 0.02% | 1,284 | 789 | 159.4% | $6.61万 | 加仓 |
| SYY | SYSCO CORP | $10.68万 | 0.02% | 1,278 | -43 | -3.3% | -$3,594 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $10.59万 | 0.02% | 675 | 73 | 12.1% | $1.15万 | 加仓 |
| OTTR | OTTER TAIL CORP | $10.33万 | 0.02% | 1,149 | -2 | -0.2% | -$180 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $10.32万 | 0.02% | 1,791 | -351 | -16.4% | -$2.02万 | 减仓 |
| IUSG | ISHARES TR | $10.28万 | 0.02% | 547 | 18 | 3.4% | $3,383 | 加仓 |
| TFC | TRUIST FINL CORP | $10.16万 | 0.02% | 2,040 | -111 | -5.2% | -$5,531 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $10.16万 | 0.02% | 1,114 | 583 | 109.8% | $5.32万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $9.95万 | 0.02% | 203 | -19 | -8.6% | -$9,314 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $9.88万 | 0.02% | 6,518 | -145 | -2.2% | -$2,198 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $9.87万 | 0.02% | 1,304 | 1 | 0.1% | $76 | 加仓 |
| IWF | ISHARES TR | $9.86万 | 0.02% | 794 | 34 | 4.5% | $4,220 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $9.84万 | 0.02% | 1,111 | -505 | -31.2% | -$4.47万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $9.83万 | 0.02% | 1,995 | 1,959 | 5,441.7% | $9.65万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $9.71万 | 0.02% | 941 | -60 | -6.0% | -$6,194 | 减仓 |
| MTUM | ISHARES TR | $9.71万 | 0.02% | 283 | 17 | 6.4% | $5,832 | 加仓 |
| VHT | VANGUARD WORLD FD | $9.70万 | 0.02% | 325 | 11 | 3.5% | $3,284 | 加仓 |
| MELI | MERCADOLIBRE INC | $9.68万 | 0.02% | 57 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $9.65万 | 0.02% | 791 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $9.56万 | 0.02% | 1,683 | 1,683 | — | $9.56万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $9.30万 | 0.02% | 2,196 | -768 | -25.9% | -$3.25万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $9.23万 | 0.02% | 1,039 | 39 | 3.9% | $3,466 | 加仓 |
| MSTR | STRATEGY INC | $9.18万 | 0.02% | 1,057 | 310 | 41.5% | $2.69万 | 加仓 |
| VSAT | VIASAT INC | $9.14万 | 0.02% | 1,018 | -276 | -21.3% | -$2.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9.03万 | 0.02% | 1,097 | -88 | -7.4% | -$7,246 | 减仓 |
| IRM | IRON MTN INC DEL | $9.01万 | 0.02% | 713 | -35 | -4.7% | -$4,423 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $8.80万 | 0.02% | 1,147 | 12 | 1.1% | $921 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $8.64万 | 0.02% | 7,748 | 269 | 3.6% | $2,999 | 加仓 |
| TECH | BIO-TECHNE CORP | $8.42万 | 0.02% | 1,192 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $8.17万 | 0.02% | 1,218 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $7.99万 | 0.02% | 1,089 | -155 | -12.5% | -$1.14万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $7.81万 | 0.02% | 2,751 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $7.63万 | 0.02% | 226 | -35 | -13.4% | -$1.18万 | 减仓 |
| STM | STMICROELECTRONICS N V | $7.56万 | 0.02% | 1,010 | 4 | 0.4% | $300 | 加仓 |
| OGS | ONE GAS INC | $7.41万 | 0.01% | 961 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $7.36万 | 0.01% | 4,153 | -128 | -3.0% | -$2,270 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $7.33万 | 0.01% | 1,510 | -152 | -9.1% | -$7,381 | 减仓 |
| IUSV | ISHARES TR | $7.25万 | 0.01% | 658 | 1 | 0.2% | $110 | 加仓 |
| EEM | ISHARES TR | $7.24万 | 0.01% | 1,059 | 2 | 0.2% | $137 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $7.20万 | 0.01% | 211 | -95 | -31.0% | -$3.24万 | 减仓 |
| SSO | PROSHARES TR | $7.18万 | 0.01% | 1,066 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $7.05万 | 0.01% | 399 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $7.02万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $7.02万 | 0.01% | 213 | 99 | 86.8% | $3.26万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $6.97万 | 0.01% | 964 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $6.96万 | 0.01% | 35 | -4 | -10.3% | -$7,960 | 减仓 |
| IJJ | ISHARES TR | $6.93万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6.81万 | 0.01% | 71 | -30 | -29.7% | -$2.88万 | 减仓 |
| RS | RELIANCE INC | $6.67万 | 0.01% | 179 | -70 | -28.1% | -$2.61万 | 减仓 |