13F 机构持仓

Abound Wealth Management

FRANKLIN TN · SEC CIK 0001950323

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.04亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IJR 14.4%
AGG 10.0%
VEA 7.4%
IVV 6.4%
VV 6.0%
IEMG 5.6%
SCHX 4.7%
VOO 4.5%
VB 4.0%
VTI 3.4%

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
TMUS T-MOBILE US INC $6.65万0.01%396 82.1% $1,343 加仓
APH AMPHENOL CORP $6.46万0.01%367 -126-25.6% -$2.22万 减仓
VCR VANGUARD WORLD FD $6.42万0.01%162 -30-15.6% -$1.19万 减仓
TCOM TRIP COM GROUP LTD $6.38万0.01%1,602 -4-0.2% -$159 减仓
KR KROGER CO $6.38万0.01%1,148 -93-7.5% -$5,166 减仓
MPC MARATHON PETE CORP $6.33万0.01%248 -20-7.5% -$5,107 减仓
VLGEA VILLAGE SUPER MKT INC $6.33万0.01%1,500 00.0% — 不变
KO COCA COLA CO $6.14万0.01%755 -801-51.5% -$6.51万 减仓
BA BOEING CO $6.14万0.01%283 -97-25.5% -$2.10万 减仓
CCC CCC INTELLIGENT SOLUTIONS HL $6.08万0.01%11,799 00.0% — 不变
HWM HOWMET AEROSPACE INC $6.08万0.01%226 -49-17.8% -$1.32万 减仓
GEO GEO GROUP INC $6.04万0.01%2,045 00.0% — 不变
IAUM ISHARES GOLD TRUST MICRO $5.93万0.01%1,482 785.6% $3,121 加仓
WMB WILLIAMS COS INC $5.89万0.01%792 -188-19.2% -$1.40万 减仓
C CITIGROUP INC $5.85万0.01%418 -605-59.1% -$8.46万 减仓
IGSB ISHARES TR $5.79万0.01%1,105 131.2% $681 加仓
ITA ISHARES TR $5.78万0.01%238 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $5.69万0.01%1,182 00.0% — 不变
VOE VANGUARD INDEX FDS $5.66万0.01%286 -4-1.4% -$791 减仓
ETN EATON CORP PLC $5.64万0.01%132 -41-23.7% -$1.75万 减仓
DCO DUCOMMUN INC DEL $5.59万0.01%302 00.0% — 不变
FDVV FIDELITY COVINGTON TRUST $5.59万0.01%927 00.0% — 不变
ABT ABBOTT LABORATORIES $5.57万0.01%614 -310-33.5% -$2.81万 减仓
VTWO VANGUARD SCOTTSDALE FDS $5.56万0.01%458 10.2% $121 加仓
IXUS ISHARES TR $5.42万0.01%568 00.0% — 不变
EMXC ISHARES INC $5.38万0.01%526 204.0% $2,047 加仓
MIDD MIDDLEBY CORP $5.32万0.01%309 00.0% — 不变
OVV OVINTIV INC $5.31万0.01%1,008 20.2% $105 加仓
SLV ISHARES SILVER TR $5.24万0.01%980 00.0% — 不变
ASH ASHLAND INC $5.21万0.01%791 00.0% — 不变
ADI ANALOG DEVICES INC $5.21万0.01%131 -50-27.6% -$1.99万 减仓
TWLO TWILIO INC $5.16万0.01%250 -2-0.8% -$413 减仓
PRFZ INVESCO EXCHANGE TRADED FD T $5.13万0.01%920 20.2% $111 加仓
JPST J P MORGAN EXCHANGE TRADED F $5.11万0.01%1,011 9621,963.3% $4.86万 加仓
TJX TJX COS INC NEW $5.09万0.01%336 -58-14.7% -$8,782 减仓
BKNG BOOKING HOLDINGS INC $5.01万0.01%281 -94-25.1% -$1.68万 减仓
SLF SUN LIFE FINANCIAL INC. $5.00万0.01%638 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $4.97万0.01%1,163 -211-15.4% -$9,009 减仓
SCHC SCHWAB STRATEGIC TR $4.95万0.01%1,028 768.0% $3,659 加仓
CMG CHIPOTLE MEXICAN GRILL INC $4.87万0.01%1,432 -98-6.4% -$3,332 减仓
RWL INVESCO EXCH TRADED FD TR II $4.86万0.01%380 -51-11.8% -$6,522 减仓
KNSL KINSALE CAP GROUP INC $4.82万0.01%146 00.0% — 不变
SBUX STARBUCKS CORP $4.80万0.01%470 -159-25.3% -$1.62万 减仓
FELG FIDELITY COVINGTON TRUST $4.78万0.01%1,092 00.0% — 不变
NSC NORFOLK SOUTHN CORP $4.66万0.01%148 -19-11.4% -$5,988 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $4.65万0.01%726 -54-6.9% -$3,457 减仓
WDAY WORKDAY INC $4.59万0.01%375 -193-34.0% -$2.36万 减仓
MET METLIFE INC $4.57万0.01%540 -77-12.5% -$6,515 减仓
BKLC BNY MELLON ETF TRUST $4.52万0.01%315 20.6% $287 加仓
VOT VANGUARD INDEX FDS $4.50万0.01%147 -44-23.0% -$1.35万 减仓
KMB KIMBERLY-CLARK CORP $4.49万0.01%409 -168-29.1% -$1.84万 减仓
ECL ECOLAB INC $4.46万0.01%160 -26-14.0% -$7,245 减仓
AVDE AMERICAN CENTY ETF TR $4.42万0.01%496 496— $4.42万 新建仓
AVUV AMERICAN CENTY ETF TR $4.37万0.01%351 210148.9% $2.62万 加仓
IJS ISHARES TR $4.35万0.01%318 -62-16.3% -$8,474 减仓
TTD THE TRADE DESK INC $4.29万0.01%2,370 -93-3.8% -$1,681 减仓
BE BLOOM ENERGY CORP $4.27万0.01%141 -15-9.6% -$4,541 减仓
HCA HCA HEALTHCARE INC $4.26万0.01%109 -1-0.9% -$391 减仓
ZS ZSCALER INC $4.23万0.01%300 00.0% — 不变
DLR DIGITAL RLTY TR INC $4.19万0.01%233 -18-7.2% -$3,237 减仓
GNRC GENERAC HLDGS INC $4.19万0.01%143 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $4.17万0.01%169 -34-16.7% -$8,387 减仓
MDB MONGODB INC $4.17万0.01%124 -1-0.8% -$336 减仓
LMT LOCKHEED MARTIN CORP $4.12万0.01%81 -9-10.0% -$4,578 减仓
CRM SALESFORCE INC $4.05万0.01%258 -284-52.4% -$4.45万 减仓
IJK ISHARES TR $3.98万0.01%339 00.0% — 不变
FDN FIRST TR EXCHANGE-TRADED FD $3.97万0.01%150 00.0% — 不变
IWS ISHARES TR $3.96万0.01%240 138135.3% $2.28万 加仓
NWN NORTHWEST NAT HLDG CO $3.94万0.01%803 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $3.92万0.01%406 -1,206-74.8% -$11.64万 减仓
T AT&T INC $3.85万0.01%1,861 -1,300-41.1% -$2.69万 减仓
BUD ANHEUSER BUSCH INBEV SA NV $3.82万0.01%464 00.0% — 不变
AZN ASTRAZENECA PLC $3.73万0.01%197 -18-8.4% -$3,405 减仓
FRDM EA SERIES TRUST $3.65万0.01%500 500— $3.65万 新建仓
FDLO FIDELITY COVINGTON TRUST $3.62万0.01%529 00.0% — 不变
EFV ISHARES TR $3.61万0.01%472 00.0% — 不变
CSGP COSTAR GROUP INC $3.60万0.01%1,272 110.9% $312 加仓
PM PHILIP MORRIS INTL INC $3.47万0.01%192 -23-10.7% -$4,160 减仓
LOW LOWES COS INC $3.46万0.01%157 -83-34.6% -$1.83万 减仓
SNX TD SYNNEX CORPORATION $3.42万0.01%128 00.0% — 不变
OMFL INVESCO EXCH TRD SLF IDX FD $3.38万0.01%493 378.1% $2,538 加仓
USMV ISHARES TR $3.34万0.01%346 133.9% $1,254 加仓
VLUE ISHARES TR $3.34万0.01%167 00.0% — 不变
MS MORGAN STANLEY $3.32万0.01%159 -117-42.4% -$2.44万 减仓
DOW DOW HLDGS INC $3.31万0.01%1,210 -51-4.0% -$1,395 减仓
BKIE BNY MELLON ETF TRUST $3.31万0.01%329 00.0% — 不变
AMP AMERIPRISE FINL INC $3.31万0.01%72 -9-11.1% -$4,137 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $3.29万0.01%350 00.0% — 不变
AIRR FIRST TR EXCHANGE TRADED FD $3.25万0.01%244 244— $3.25万 新建仓
AEM AGNICO EAGLE MINES LTD $3.25万0.01%209 00.0% — 不变
UTG REAVES UTIL INCOME FD $3.25万0.01%797 797— $3.25万 新建仓
REGN REGENERON PHARMACEUTICALS $3.20万0.01%51 -13-20.3% -$8,163 减仓
SMLF ISHARES TR $3.18万0.01%357 10.3% $89 加仓
ITW ILLINOIS TOOL WKS INC $3.17万0.01%117 75178.6% $2.03万 加仓
CHDN CHURCHILL DOWNS INC $3.17万0.01%354 00.0% — 不变
IXN ISHARES TR $3.16万0.01%219 00.0% — 不变
QCOM QUALCOMM INC $3.15万0.01%171 -117-40.6% -$2.16万 减仓
IYM ISHARES TR $3.15万0.01%176 00.0% — 不变
GVI ISHARES TR $3.14万0.01%296 296— $3.14万 新建仓
VFH VANGUARD WORLD FD $3.11万0.01%236 -90-27.6% -$1.18万 减仓