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 |
|---|---|---|---|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | $3.10万 | 0.01% | 61 | 9 | 17.3% | $4,571 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $3.09万 | 0.01% | 112 | 20 | 21.7% | $5,524 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $3.09万 | 0.01% | 339 | 6 | 1.8% | $547 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3.09万 | 0.01% | 46 | -9 | -16.4% | -$6,045 | 减仓 |
| XOP | SPDR SERIES TRUST | $3.09万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| OCSL | OAKTREE SPECIALTY LENDING | $3.08万 | 0.01% | 2,577 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $3.07万 | 0.01% | 1,235 | 1,235 | — | $3.07万 | 新建仓 |
| ARKK | ARK ETF TR | $3.06万 | 0.01% | 379 | -465 | -55.1% | -$3.76万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3.06万 | 0.01% | 837 | 837 | — | $3.06万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $3.01万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.98万 | 0.01% | 309 | -236 | -43.3% | -$2.27万 | 减仓 |
| ARGX | ARGENX SE | $2.97万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $2.96万 | 0.01% | 566 | 566 | — | $2.96万 | 新建仓 |
| IWO | ISHARES TR | $2.96万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2.94万 | 0.01% | 283 | -157 | -35.7% | -$1.63万 | 减仓 |
| PFE | PFIZER INC | $2.85万 | 0.01% | 1,183 | -844 | -41.6% | -$2.03万 | 减仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $2.83万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $2.78万 | 0.01% | 1,208 | -213 | -15.0% | -$4,909 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $2.78万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $2.76万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $2.74万 | 0.01% | 216 | -156 | -41.9% | -$1.98万 | 减仓 |
| GCOW | PACER FDS TR | $2.70万 | 0.01% | 623 | 623 | — | $2.70万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2.69万 | 0.01% | 92 | -77 | -45.6% | -$2.25万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2.69万 | 0.01% | 373 | -287 | -43.5% | -$2.07万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2.69万 | 0.01% | 42 | -34 | -44.7% | -$2.17万 | 减仓 |
| SHEL | SHELL PLC | $2.67万 | 0.01% | 345 | 100 | 40.8% | $7,753 | 加仓 |
| LH | LABCORP HOLDINGS INC | $2.61万 | 0.01% | 93 | -16 | -14.7% | -$4,495 | 减仓 |
| FLEX | FLEX LTD | $2.61万 | 0.01% | 161 | 1 | 0.6% | $162 | 加仓 |
| TXN | TEXAS INSTRS INC | $2.58万 | 0.01% | 87 | -187 | -68.2% | -$5.55万 | 减仓 |
| DAL | DELTA AIR LINES INC | $2.58万 | 0.01% | 275 | -60 | -17.9% | -$5,628 | 减仓 |
| AOA | ISHARES TR | $2.57万 | 0.01% | 263 | 1 | 0.4% | $98 | 加仓 |
| INDA | ISHARES TR | $2.57万 | 0.01% | 520 | 20 | 4.0% | $988 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $2.57万 | 0.01% | 1,083 | 48 | 4.6% | $1,137 | 加仓 |
| IVE | ISHARES TR | $2.53万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $2.53万 | 0.01% | 286 | 286 | — | $2.53万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.50万 | 0.00% | 50 | -26 | -34.2% | -$1.30万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2.50万 | 0.00% | 462 | 7 | 1.5% | $378 | 加仓 |
| SPTM | SPDR SERIES TRUST | $2.46万 | 0.00% | 271 | -20 | -6.9% | -$1,815 | 减仓 |
| USB | US BANCORP | $2.46万 | 0.00% | 407 | -245 | -37.6% | -$1.48万 | 减仓 |
| IVLU | ISHARES TR | $2.45万 | 0.00% | 587 | 9 | 1.6% | $376 | 加仓 |
| XEL | XCEL ENERGY INC | $2.43万 | 0.00% | 303 | -58 | -16.1% | -$4,653 | 减仓 |
| WK | WORKIVA INC | $2.43万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $2.42万 | 0.00% | 185 | -148 | -44.4% | -$1.94万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $2.39万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $2.39万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $2.38万 | 0.00% | 306 | 1 | 0.3% | $78 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2.37万 | 0.00% | 1,365 | -237 | -14.8% | -$4,111 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2.34万 | 0.00% | 433 | 156 | 56.3% | $8,430 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.31万 | 0.00% | 409 | -27 | -6.2% | -$1,524 | 减仓 |
| SDY | SPDR SERIES TRUST | $2.30万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $2.29万 | 0.00% | 44 | -89 | -66.9% | -$4.62万 | 减仓 |
| IWN | ISHARES TR | $2.27万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $2.21万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $2.19万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $2.19万 | 0.00% | 129 | -86 | -40.0% | -$1.46万 | 减仓 |
| IYF | ISHARES TR | $2.17万 | 0.00% | 170 | 82 | 93.2% | $1.05万 | 加仓 |
| VDE | VANGUARD WORLD FD | $2.15万 | 0.00% | 143 | -98 | -40.7% | -$1.47万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $2.12万 | 0.00% | 346 | 75 | 27.7% | $4,594 | 加仓 |
| AOR | ISHARES TR | $2.11万 | 0.00% | 303 | -39 | -11.4% | -$2,710 | 减仓 |
| UNP | UNION PAC CORP | $2.07万 | 0.00% | 76 | -133 | -63.6% | -$3.63万 | 减仓 |
| RMBS | RAMBUS INC DEL | $2.06万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| IBTA | IBOTTA INC | $2.06万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $2.05万 | 0.00% | 1,300 | 1,300 | — | $2.05万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $2.04万 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $2.03万 | 0.00% | 756 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $2.02万 | 0.00% | 87 | 15 | 20.8% | $3,490 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2.00万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1.99万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $1.91万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $1.91万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $1.90万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $1.88万 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1.87万 | 0.00% | 84 | -44 | -34.4% | -$9,815 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.87万 | 0.00% | 75 | 17 | 29.3% | $4,237 | 加仓 |
| — | TIDAL TRUST III | $1.86万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $1.86万 | 0.00% | 390 | 384 | 6,400.0% | $1.83万 | 加仓 |
| COWZ | PACER FDS TR | $1.84万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $1.83万 | 0.00% | 43 | -25 | -36.8% | -$1.07万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1.83万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $1.82万 | 0.00% | 49 | -14 | -22.2% | -$5,214 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $1.82万 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1.80万 | 0.00% | 133 | -263 | -66.4% | -$3.56万 | 减仓 |
| LWAY | LIFEWAY FOODS INC | $1.80万 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1.79万 | 0.00% | 250 | -103 | -29.2% | -$7,377 | 减仓 |
| CCL | CARNIVAL CORP LTD | $1.79万 | 0.00% | 626 | 626 | — | $1.79万 | 新建仓 |
| MMM | 3M CO | $1.78万 | 0.00% | 110 | -99 | -47.4% | -$1.61万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1.78万 | 0.00% | 165 | -207 | -55.6% | -$2.23万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $1.76万 | 0.00% | 258 | 224 | 658.8% | $1.53万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1.76万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $1.76万 | 0.00% | 110 | -24 | -17.9% | -$3,834 | 减仓 |
| IEO | ISHARES TR | $1.74万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1.74万 | 0.00% | 362 | -108 | -23.0% | -$5,186 | 减仓 |
| ING | ING GROEP N.V. | $1.74万 | 0.00% | 553 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS | $1.72万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.72万 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.72万 | 0.00% | 196 | -370 | -65.4% | -$3.24万 | 减仓 |
| HYLB | DBX ETF TR | $1.71万 | 0.00% | 469 | 469 | — | $1.71万 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $1.71万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.70万 | 0.00% | 189 | -276 | -59.4% | -$2.49万 | 减仓 |
| IHE | ISHARES TR | $1.66万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |