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 |
|---|---|---|---|---|---|---|---|---|
| HAL | HALLIBURTON CO | $2.03万 | 0.00% | 521 | 433 | 492.0% | $1.69万 | 加仓 |
| GM | GENERAL MTRS CO | $2.01万 | 0.00% | 270 | 60 | 28.6% | $4,466 | 加仓 |
| LCII | LCI INDS | $2.00万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.98万 | 0.00% | 250 | 151 | 152.5% | $1.20万 | 重新持有 |
| IEO | ISHARES TR | $1.98万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $1.98万 | 0.00% | 282 | -75 | -21.0% | -$5,261 | 减仓 |
| CVS | CVS HEALTH CORP | $1.98万 | 0.00% | 275 | -4 | -1.4% | -$287 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.95万 | 0.00% | 64 | 27 | 73.0% | $8,241 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $1.95万 | 0.00% | 2,265 | 2,265 | — | $1.95万 | 新建仓 |
| IWN | ISHARES TR | $1.94万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.93万 | 0.00% | 66 | -1 | -1.5% | -$293 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $1.91万 | 0.00% | 97 | -1 | -1.0% | -$197 | 减仓 |
| VMC | VULCAN MATLS CO | $1.90万 | 0.00% | 70 | 13 | 22.8% | $3,537 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.89万 | 0.00% | 67 | -23 | -25.6% | -$6,495 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $1.87万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1.86万 | 0.00% | 246 | 246 | — | $1.86万 | 新建仓 |
| CSX | CSX CORP | $1.85万 | 0.00% | 452 | -6 | -1.3% | -$246 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1.85万 | 0.00% | 126 | 112 | 800.0% | $1.64万 | 加仓 |
| COWZ | PACER FDS TR | $1.85万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $1.84万 | 0.00% | 118 | -1 | -0.8% | -$156 | 减仓 |
| CCL | CARNIVAL CORP | $1.83万 | 0.00% | 708 | 58 | 8.9% | $1,500 | 加仓 |
| IBTA | IBOTTA INC | $1.81万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $1.78万 | 0.00% | 119 | 4 | 3.5% | $599 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.78万 | 0.00% | 136 | -12 | -8.1% | -$1,573 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.77万 | 0.00% | 468 | -192 | -29.1% | -$7,262 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $1.76万 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $1.72万 | 0.00% | 87 | -86 | -49.7% | -$1.70万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1.71万 | 0.00% | 509 | 136 | 36.5% | $4,563 | 加仓 |
| DHR | DANAHER CORP DEL | $1.69万 | 0.00% | 89 | -116 | -56.6% | -$2.20万 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $1.68万 | 0.00% | 535 | 60 | 12.6% | $1,889 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.68万 | 0.00% | 448 | 78 | 21.1% | $2,931 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.67万 | 0.00% | 97 | 50 | 106.4% | $8,613 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1.67万 | 0.00% | 52 | 5 | 10.6% | $1,606 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1.66万 | 0.00% | 145 | 94 | 184.3% | $1.08万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $1.65万 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $1.63万 | 0.00% | 296 | -28 | -8.6% | -$1,545 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.63万 | 0.00% | 58 | 8 | 16.0% | $2,250 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.61万 | 0.00% | 58 | 5 | 9.4% | $1,386 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.60万 | 0.00% | 102 | -7 | -6.4% | -$1,101 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1.60万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $1.60万 | 0.00% | 756 | -85 | -10.1% | -$1,799 | 减仓 |
| NVS | NOVARTIS AG | $1.57万 | 0.00% | 103 | -14 | -12.0% | -$2,139 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.55万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $1.55万 | 0.00% | 117 | 117 | — | $1.55万 | 新建仓 |
| CBRE | CBRE GROUP INC | $1.55万 | 0.00% | 114 | 24 | 26.7% | $3,262 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.55万 | 0.00% | 45 | 24 | 114.3% | $8,251 | 加仓 |
| STPZ | PIMCO ETF TR | $1.54万 | 0.00% | 284 | 284 | — | $1.54万 | 新建仓 |
| RIO | RIO TINTO PLC | $1.53万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $1.53万 | 0.00% | 229 | 229 | — | $1.53万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $1.53万 | 0.00% | 309 | 264 | 586.7% | $1.30万 | 加仓 |
| FEOE | RBB FUND TRUST | $1.52万 | 0.00% | 301 | 301 | — | $1.52万 | 新建仓 |
| PSX | PHILLIPS 66 | $1.52万 | 0.00% | 83 | 4 | 5.1% | $732 | 加仓 |
| NKE | NIKE INC | $1.51万 | 0.00% | 285 | 96 | 50.8% | $5,073 | 加仓 |
| VSDA | VICTORY PORTFOLIOS II | $1.50万 | 0.00% | 276 | 276 | — | $1.50万 | 新建仓 |
| IWS | ISHARES TR | $1.49万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.48万 | 0.00% | 249 | 23 | 10.2% | $1,371 | 加仓 |
| — | TIDAL TRUST III | $1.48万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1.48万 | 0.00% | 271 | -10 | -3.6% | -$546 | 减仓 |
| CI | THE CIGNA GROUP | $1.47万 | 0.00% | 55 | 28 | 103.7% | $7,499 | 加仓 |
| MGK | VANGUARD WORLD FD | $1.47万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $1.46万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.46万 | 0.00% | 93 | 12 | 14.8% | $1,884 | 加仓 |
| IHE | ISHARES TR | $1.46万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $1.45万 | 0.00% | 57 | 56 | 5,600.0% | $1.43万 | 加仓 |
| SDCI | USCF ETF TR | $1.44万 | 0.00% | 530 | 530 | — | $1.44万 | 新建仓 |
| ING | ING GROEP N.V. | $1.44万 | 0.00% | 553 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $1.42万 | 0.00% | 130 | -1 | -0.8% | -$109 | 减仓 |
| SOXX | ISHARES TR | $1.42万 | 0.00% | 43 | -27 | -38.6% | -$8,887 | 减仓 |
| CTAS | CINTAS CORP | $1.41万 | 0.00% | 83 | 7 | 9.2% | $1,188 | 加仓 |
| SNPS | SYNOPSYS INC | $1.41万 | 0.00% | 35 | 5 | 16.7% | $2,010 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1.40万 | 0.00% | 510 | 449 | 736.1% | $1.23万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.38万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1.38万 | 0.00% | 25 | 9 | 56.2% | $4,954 | 加仓 |
| BX | BLACKSTONE INC | $1.37万 | 0.00% | 119 | -14 | -10.5% | -$1,610 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1.35万 | 0.00% | 239 | 65 | 37.4% | $3,678 | 加仓 |
| RMBS | RAMBUS INC DEL | $1.34万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.34万 | 0.00% | 247 | 100 | 68.0% | $5,414 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.33万 | 0.00% | 77 | 7 | 10.0% | $1,209 | 加仓 |
| ROST | ROSS STORES INC | $1.33万 | 0.00% | 61 | 7 | 13.0% | $1,526 | 加仓 |
| PNR | PENTAIR PLC | $1.32万 | 0.00% | 152 | 21 | 16.0% | $1,826 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1.32万 | 0.00% | 277 | 1 | 0.4% | $48 | 加仓 |
| MOG/A | MOOG INC | $1.32万 | 0.00% | 45 | -2 | -4.3% | -$585 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $1.31万 | 0.00% | 72 | 5 | 7.5% | $907 | 加仓 |
| CME | CME GROUP INC | $1.31万 | 0.00% | 44 | 4 | 10.0% | $1,187 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1.30万 | 0.00% | 52 | -50 | -49.0% | -$1.25万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $1.30万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.30万 | 0.00% | 30 | 4 | 15.4% | $1,729 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $1.29万 | 0.00% | 567 | 567 | — | $1.29万 | 新建仓 |
| CMI | CUMMINS INC | $1.29万 | 0.00% | 24 | -7 | -22.6% | -$3,749 | 减仓 |
| URI | UNITED RENTALS INC | $1.28万 | 0.00% | 18 | 5 | 38.5% | $3,566 | 加仓 |
| — | TIDAL TRUST III | $1.28万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $1.28万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $1.26万 | 0.00% | 112 | -74 | -39.8% | -$8,344 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.26万 | 0.00% | 26 | -4 | -13.3% | -$1,940 | 减仓 |
| IWP | ISHARES TR | $1.26万 | 0.00% | 98 | -44 | -31.0% | -$5,658 | 减仓 |
| CACI | CACI INTL INC | $1.25万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $1.25万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1.24万 | 0.00% | 202 | 74 | 57.8% | $4,537 | 加仓 |
| KVUE | KENVUE INC | $1.23万 | 0.00% | 716 | 31 | 4.5% | $535 | 加仓 |
| MOAT | VANECK ETF TRUST | $1.21万 | 0.00% | 125 | 125 | — | $1.21万 | 新建仓 |