13F 机构持仓

Abound Wealth Management

FRANKLIN TN · SEC CIK 0001950323

2026Q22026Q1 更早 9 个季度 🔒
$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
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 13.2%
AGG 10.8%
VEA 7.6%
IVV 6.2%
VV 5.8%
IEMG 5.2%
SCHX 4.7%
VOO 4.6%
VB 4.0%
VTI 3.4%

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
PHM PULTE GROUP INC $8,2330.00%70 2040.0% $2,352 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $8,2310.00%156 3427.9% $1,794 加仓
UUUU ENERGY FUELS INC $8,2130.00%450 00.0% — 不变
EZU ISHARES INC $8,2060.00%131 00.0% — 不变
GWW WW GRAINGER INC $8,1730.00%7 00.0% — 不变
TIP ISHARES TR $8,1670.00%74 -293-79.8% -$3.23万 重新持有
ASUR ASURE SOFTWARE INC $8,1360.00%946 00.0% — 不变
NRG NRG ENERGY INC $8,1040.00%55 1537.5% $2,210 加仓
CVNA CARVANA CO $8,0930.00%26 00.0% — 不变
HOOD ROBINHOOD MKTS INC $7,9800.00%115 1413.9% $971 加仓
DKS DICKS SPORTING GOODS INC $7,9690.00%40 00.0% — 不变
WTV WISDOMTREE TR $7,9580.00%84 84— $7,958 新建仓
MLM MARTIN MARIETTA MATLS INC $7,9180.00%13 330.0% $1,827 加仓
DWM WISDOMTREE TR $7,8980.00%113 00.0% — 不变
— FIDELITY ETHEREUM FD $7,8890.00%378 00.0% — 不变
BHP BHP BILLITON LIMITED $7,8560.00%108 -45-29.4% -$3,273 减仓
KD KYNDRYL HLDGS INC $7,8460.00%598 00.0% — 不变
KBH KB HOME $7,7630.00%150 150— $7,763 新建仓
BP BP PLC $7,7550.00%165 -53-24.3% -$2,491 减仓
AON AON PLC $7,7530.00%24 00.0% — 不变
TER TERADYNE INC $7,7530.00%26 -2-7.1% -$596 减仓
AEP AMERICAN ELEC PWR CO INC $7,7490.00%59 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $7,7300.00%87 911.5% $800 加仓
OC OWENS CORNING NEW $7,6840.00%71 38115.2% $4,113 加仓
CVLG COVENANT LOGISTICS GROUP INC $7,6350.00%281 10.4% $27 加仓
NUDM NUSHARES ETF TR $7,5840.00%210 00.0% — 不变
TROW PRICE T ROWE GROUP INC $7,5570.00%84 51154.5% $4,588 加仓
HUM HUMANA INC $7,4590.00%43 12.4% $173 加仓
SU SUNCOR ENERGY INC NEW $7,4400.00%113 -40-26.1% -$2,634 减仓
GRMN GARMIN LTD $7,4300.00%32 -2-5.9% -$464 减仓
TRGP TARGA RES CORP $7,3870.00%29 00.0% — 不变
XSMO INVESCO EXCHANGE TRADED FD T $7,3840.00%97 00.0% — 不变
— NACCO INDS INC $7,3730.00%142 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $7,3520.00%153 -637-80.6% -$3.06万 重新持有
GDXJ VANECK ETF TRUST $7,3230.00%61 00.0% — 不变
XBI SPDR SERIES TRUST $7,3050.00%57 00.0% — 不变
AME AMETEK INC $7,1600.00%33 517.9% $1,085 加仓
FE FIRSTENERGY CORP $7,1490.00%141 00.0% — 不变
RSG REPUBLIC SVCS INC $7,0590.00%32 310.3% $662 加仓
UBS UBS GROUP AG $7,0330.00%180 -61-25.3% -$2,383 减仓
MGM MGM RESORTS INTERNATIONAL $7,0320.00%190 4026.7% $1,480 加仓
BKR BAKER HUGHES COMPANY $7,0300.00%115 00.0% — 不变
EOG EOG RES INC $6,9710.00%48 -22-31.4% -$3,195 减仓
APG API GROUP CORP $6,9010.00%170 170— $6,901 新建仓
IREN IREN LIMITED $6,8910.00%201 00.0% — 不变
IMCG ISHARES TR $6,8530.00%87 87— $6,853 新建仓
ODFL OLD DOMINION FREIGHT LINE IN $6,8390.00%35 829.6% $1,563 加仓
PCG PG&E CORP $6,8350.00%389 13050.2% $2,284 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $6,8330.00%109 00.0% — 不变
PSA PUBLIC STORAGE OPER CO $6,8310.00%25 956.2% $2,459 加仓
A AGILENT TECHNOLOGIES INC $6,8270.00%60 1739.5% $1,934 加仓
EQT EQT CORP $6,8170.00%107 2327.4% $1,465 加仓
BNS BANK NOVA SCOTIA B C $6,7570.00%97 50106.4% $3,483 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $6,7550.00%110 -39-26.2% -$2,395 减仓
DDOG DATADOG INC $6,7290.00%57 30111.1% $3,542 加仓
SPLV INVESCO EXCH TRADED FD TR II $6,7290.00%92 92— $6,729 新建仓
PB PROSPERITY BANCSHARES INC $6,7180.00%100 100— $6,718 新建仓
BSCR INVESCO EXCH TRD SLF IDX FD $6,7160.00%342 342— $6,716 新建仓
JBL JABIL INC $6,6630.00%25 -4-13.8% -$1,066 减仓
CNQ CANADIAN NAT RES LTD MED TER $6,6350.00%136 1714.3% $829 加仓
WAT WATERS CORP $6,6350.00%22 14175.0% $4,222 加仓
VLTO VERALTO CORP $6,6320.00%75 710.3% $619 加仓
AZZ AZZ INC $6,6320.00%53 00.0% — 不变
SCZ ISHARES TR $6,5740.00%84 84— $6,574 新建仓
EELV INVESCO EXCH TRADED FD TR II $6,5710.00%234 8152.9% $2,275 加仓
RBLX ROBLOX CORP $6,5610.00%116 -1-0.9% -$57 减仓
WAB WABTEC $6,5490.00%26 313.0% $756 加仓
CRH CRH PLC $6,5480.00%62 1121.6% $1,162 加仓
LNG CHENIERE ENERGY INC $6,5270.00%23 00.0% — 不变
ARKF ARK ETF TR $6,5060.00%171 00.0% — 不变
WEC WEC ENERGY GROUP INC $6,5010.00%56 00.0% — 不变
BOX BOX INC $6,4780.00%274 -6-2.1% -$142 减仓
RF REGIONS FINANCIAL CORP NEW $6,4310.00%246 00.0% — 不变
AMLP ALPS ETF TR $6,4310.00%122 21.7% $105 加仓
SHLD GLOBAL X FDS $6,3760.00%90 90— $6,376 新建仓
AWK AMERICAN WTR WKS CO INC NEW $6,3720.00%47 00.0% — 不变
NTRS NORTHERN TR CORP $6,3540.00%46 1235.3% $1,658 加仓
BIDU BAIDU INC $6,3510.00%57 -2-3.4% -$223 减仓
HRB BLOCK H & R INC $6,3480.00%200 -416-67.5% -$1.32万 减仓
HIG HARTFORD INSURANCE GROUP INC $6,3360.00%47 00.0% — 不变
HYD VANECK ETF TRUST $6,3170.00%126 00.0% — 不变
EXC EXELON CORP $6,2830.00%128 00.0% — 不变
GDX VANECK ETF TRUST $6,2410.00%68 00.0% — 不变
PBUS INVESCO EXCH TRADED FD TR II $6,1920.00%95 95— $6,192 新建仓
IDLV INVESCO EXCH TRADED FD TR II $6,1330.00%178 178— $6,133 新建仓
ATO ATMOS ENERGY CORP $6,1020.00%33 00.0% — 不变
MODL VICTORY PORTFOLIOS II $6,0890.00%136 00.0% — 不变
— INVESCO VALUE MUN INCOME TR $6,0830.00%500 500— $6,083 新建仓
DKNG DRAFTKINGS INC NEW $6,0540.00%280 00.0% — 不变
MMU WESTERN ASSET MANAGED MUNS F $6,0370.00%587 587— $6,037 新建仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $6,0310.00%537 537— $6,031 新建仓
MYI BLACKROCK MUNIYIELD QUALITY $6,0120.00%572 572— $6,012 新建仓
IR INGERSOLL RAND INC $5,9510.00%74 -14-15.9% -$1,126 减仓
HE HAWAIIAN ELEC INDS INC MTN B $5,9360.00%400 00.0% — 不变
DHI D R HORTON INC $5,9140.00%43 -4-8.5% -$550 减仓
— PACER FDS TR $5,8690.00%100 100— $5,869 新建仓
EEMV ISHARES INC $5,8260.00%90 90— $5,826 新建仓
PRU PRUDENTIAL FINL INC $5,8180.00%60 -66-52.4% -$6,400 减仓
— TILRAY BRANDS INC $5,7650.00%891 891— $5,765 新建仓
OXY OCCIDENTAL PETE CORP $5,7610.00%89 -6-6.3% -$388 减仓