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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | $5,683 | 0.00% | 125 | 14 | 12.6% | $636 | 加仓 |
| STT | STATE STR CORP | $5,679 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $5,676 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $5,676 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE TR | $5,652 | 0.00% | 108 | 108 | — | $5,652 | 新建仓 |
| NUEM | NUSHARES ETF TR | $5,622 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $5,616 | 0.00% | 150 | 150 | — | $5,616 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $5,502 | 0.00% | 57 | 16 | 39.0% | $1,544 | 加仓 |
| MLR | MILLER INDS INC TENN | $5,421 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $5,390 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $5,374 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $5,369 | 0.00% | 10 | 1 | 11.1% | $537 | 加仓 |
| FICO | FAIR ISAAC CORP | $5,338 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $5,329 | 0.00% | 66 | 9 | 15.8% | $727 | 加仓 |
| VTR | VENTAS INC | $5,321 | 0.00% | 65 | -6 | -8.5% | -$491 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $5,256 | 0.00% | 80 | 80 | — | $5,256 | 新建仓 |
| IAI | ISHARES TR | $5,254 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SFY | TIDAL TRUST I | $5,243 | 0.00% | 42 | 1 | 2.4% | $125 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $5,226 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $5,216 | 0.00% | 29 | 29 | — | $5,216 | 新建仓 |
| AIQ | GLOBAL X FDS | $5,134 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $5,112 | 0.00% | 34 | -4 | -10.5% | -$601 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $5,081 | 0.00% | 101 | 1 | 1.0% | $50 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $5,043 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GCC | WISDOMTREE TR | $5,028 | 0.00% | 210 | 210 | — | $5,028 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $5,025 | 0.00% | 103 | -3 | -2.8% | -$146 | 减仓 |
| IDXX | IDEXX LABS INC | $5,013 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $5,006 | 0.00% | 104 | 1 | 1.0% | $48 | 加仓 |
| — | ELECTRONIC ARTS INC | $4,985 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $4,935 | 0.00% | 54 | 1 | 1.9% | $91 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $4,920 | 0.00% | 7 | 7 | — | $4,920 | 新建仓 |
| DEO | DIAGEO PLC | $4,914 | 0.00% | 66 | 60 | 1,000.0% | $4,467 | 加仓 |
| CNC | CENTENE CORP DEL | $4,871 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $4,859 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| APPN | APPIAN CORP | $4,822 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $4,814 | 0.00% | 45 | 5 | 12.5% | $535 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $4,781 | 0.00% | 33 | 10 | 43.5% | $1,449 | 加仓 |
| BIIB | BIOGEN INC | $4,723 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $4,718 | 0.00% | 278 | -162 | -36.8% | -$2,749 | 减仓 |
| TPR | TAPESTRY INC | $4,708 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $4,678 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $4,665 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $4,662 | 0.00% | 173 | 173 | — | $4,662 | 新建仓 |
| COHR | COHERENT CORP | $4,641 | 0.00% | 19 | 18 | 1,800.0% | $4,397 | 加仓 |
| FISV | FISERV INC | $4,632 | 0.00% | 83 | -918 | -91.7% | -$5.12万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $4,602 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $4,574 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $4,566 | 0.00% | 29 | 4 | 16.0% | $630 | 加仓 |
| ESGE | ISHARES INC | $4,561 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $4,546 | 0.00% | 22 | -8 | -26.7% | -$1,653 | 重新持有 |
| DBEF | DBX ETF TR | $4,545 | 0.00% | 92 | 92 | — | $4,545 | 新建仓 |
| IYW | ISHARES TR | $4,536 | 0.00% | 25 | -39 | -60.9% | -$7,076 | 减仓 |
| IQV | IQVIA HLDGS INC | $4,532 | 0.00% | 27 | 8 | 42.1% | $1,343 | 加仓 |
| TRUP | TRUPANION INC | $4,508 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $4,434 | 0.00% | 588 | 588 | — | $4,434 | 新建仓 |
| TECB | ISHARES TR | $4,386 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $4,381 | 0.00% | 34 | 2 | 6.2% | $258 | 加仓 |
| ES | EVERSOURCE ENERGY | $4,376 | 0.00% | 63 | -12 | -16.0% | -$834 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $4,375 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $4,372 | 0.00% | 124 | 36 | 40.9% | $1,269 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $4,366 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $4,360 | 0.00% | 36 | -14 | -28.0% | -$1,696 | 减仓 |
| EIX | EDISON INTL | $4,324 | 0.00% | 59 | -5 | -7.8% | -$366 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $4,305 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | ARK ETF TR | $4,281 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4,248 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $4,216 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC | $4,209 | 0.00% | 267 | 267 | — | $4,209 | 新建仓 |
| AMCR | AMCOR PLC | $4,174 | 0.00% | 105 | 105 | — | $4,174 | 新建仓 |
| — | EATON VANCE TAX MNGED BUY WR | $4,170 | 0.00% | 289 | 289 | — | $4,170 | 新建仓 |
| HSY | HERSHEY CO | $4,166 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $4,117 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $4,116 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $4,094 | 0.00% | 22 | -56 | -71.8% | -$1.04万 | 减仓 |
| KGC | KINROSS GOLD CORP | $4,094 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $4,083 | 0.00% | 270 | 270 | — | $4,083 | 新建仓 |
| XYL | XYLEM INC | $4,080 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $4,071 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $4,038 | 0.00% | 101 | 16 | 18.8% | $640 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $4,026 | 0.00% | 15 | -15 | -50.0% | -$4,026 | 减仓 |
| GIS | GENERAL MILLS INC | $4,020 | 0.00% | 108 | -4 | -3.6% | -$149 | 重新持有 |
| LNT | ALLIANT ENERGY CORP | $3,980 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $3,933 | 0.00% | 190 | -117 | -38.1% | -$2,422 | 减仓 |
| KIM | KIMCO REALTY CORP | $3,933 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $3,920 | 0.00% | 33 | 9 | 37.5% | $1,069 | 加仓 |
| TSN | TYSON FOODS INC | $3,863 | 0.00% | 60 | 9 | 17.6% | $579 | 加仓 |
| BAX | BAXTER INTL INC | $3,849 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $3,832 | 0.00% | 115 | -4 | -3.4% | -$133 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $3,825 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $3,823 | 0.00% | 9 | -4 | -30.8% | -$1,699 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,813 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $3,793 | 0.00% | 71 | 11 | 18.3% | $588 | 加仓 |
| IWR | ISHARES TR | $3,792 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $3,764 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $3,748 | 0.00% | 50 | 50 | — | $3,748 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $3,695 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $3,695 | 0.00% | 50 | 50 | — | $3,695 | 新建仓 |
| EG | EVEREST GROUP LTD | $3,596 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $3,594 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $3,551 | 0.00% | 172 | 172 | — | $3,551 | 新建仓 |