ABOUND FINANCIAL, LLC
GRANITE BAY CA · SEC CIK 0002024264
$2.29亿2026Q1 申报市值
283持仓数
74.9%前十大占比 · 第一大 11.4%
15 / 8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
ARKK 新建仓+$184.24万
ISHARES ETHEREUM 加仓+$53.23万
IBIT 加仓+$44.94万
WFC 加仓+$22.63万
OAKM 加仓+$9.47万
2026Q1 卖出最多 按季末市值估算
SPEM 减仓-$577.49万
GLDM 减仓-$324.49万
SPYG 减仓-$290.59万
SPTM 减仓-$228.30万
SPSM 减仓-$204.54万
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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD | $8.39万 | 0.04% | 195 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES | $8.85万 | 0.04% | 375 | -11 | -2.8% | -$2,596 | 减仓 |
| ITB | ISHARES U S | $9.05万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET | $9.39万 | 0.04% | 1,901 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES | $9.61万 | 0.04% | 843 | -18 | -2.1% | -$2,051 | 减仓 |
| ADI | ANALOG DEVICES | $9.66万 | 0.04% | 304 | 1 | 0.3% | $318 | 加仓 |
| IBM | INTL BUSINESS | $9.70万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES | $9.71万 | 0.04% | 448 | -225 | -33.4% | -$4.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $10.14万 | 0.04% | 415 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TRUST | $10.18万 | 0.04% | 435 | -20 | -4.4% | -$4,681 | 减仓 |
| GOOG | ALPHABET INC | $10.24万 | 0.04% | 357 | -32 | -8.2% | -$9,180 | 减仓 |
| SCHW | SCHWAB CHARLES | $11.02万 | 0.05% | 1,173 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG | $11.44万 | 0.05% | 944 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $11.48万 | 0.05% | 595 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE | $11.61万 | 0.05% | 395 | 1 | 0.3% | $294 | 加仓 |
| NVS | NOVARTIS AG | $12.02万 | 0.05% | 787 | -61 | -7.2% | -$9,318 | 减仓 |
| NUMG | NUVEEN ESG | $12.63万 | 0.06% | 3,074 | -241 | -7.3% | -$9,901 | 减仓 |
| — | DIMENSIONAL US | $13.36万 | 0.06% | 3,439 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT | $13.44万 | 0.06% | 1,440 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL | $13.64万 | 0.06% | 320 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY | $13.80万 | 0.06% | 150 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP | $14.46万 | 0.06% | 699 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET | $14.63万 | 0.06% | 225 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN | $15.01万 | 0.07% | 220 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $16.09万 | 0.07% | 520 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST | $16.19万 | 0.07% | 1,019 | -45 | -4.2% | -$7,149 | 减仓 |
| WMT | WALMART INC | $16.43万 | 0.07% | 1,322 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI | $17.72万 | 0.08% | 924 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE | $17.84万 | 0.08% | 2,642 | -118 | -4.3% | -$7,969 | 减仓 |
| VRSN | VERISIGN INC | $18.13万 | 0.08% | 730 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG | $18.51万 | 0.08% | 4,108 | -331 | -7.5% | -$1.49万 | 减仓 |
| QTEC | FIRST TRUST | $18.70万 | 0.08% | 866 | -35 | -3.9% | -$7,559 | 减仓 |
| NUMV | NUVEEN ESG | $21.00万 | 0.09% | 5,418 | -1,646 | -23.3% | -$6.38万 | 减仓 |
| IUSG | ISHARES S&P | $21.06万 | 0.09% | 1,358 | -27 | -1.9% | -$4,188 | 减仓 |
| — | VANECK GREEN | $22.34万 | 0.10% | 9,324 | -563 | -5.7% | -$1.35万 | 减仓 |
| SHE | STATE STREET | $22.75万 | 0.10% | 1,780 | -108 | -5.7% | -$1.38万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN | $23.76万 | 0.10% | 4,504 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $24.60万 | 0.11% | 3,090 | 2,843 | 1,151.0% | $22.63万 | 加仓 |
| PM | PHILIP MORRIS | $24.75万 | 0.11% | 1,497 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P | $24.98万 | 0.11% | 3,322 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK | $25.99万 | 0.11% | 1,980 | 0 | 0.0% | — | 不变 |
| SNPE | XTRACKERS S&P | $26.78万 | 0.12% | 4,497 | 1 | 0.0% | $60 | 加仓 |
| V | VISA INC | $31.77万 | 0.14% | 1,051 | 21 | 2.0% | $6,348 | 加仓 |
| VTI | VANGUARD TOTAL | $31.82万 | 0.14% | 992 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $32.56万 | 0.14% | 1,919 | 110 | 6.1% | $1.87万 | 加仓 |
| ORCL | ORACLE CORP | $33.16万 | 0.14% | 2,254 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS | $35.09万 | 0.15% | 613 | -416 | -40.4% | -$23.81万 | 减仓 |
| DGRO | ISHARES CORE | $37.94万 | 0.17% | 5,406 | -300 | -5.3% | -$2.11万 | 减仓 |
| BKNG | BOOKING HOLDINGS | $38.33万 | 0.17% | 91 | -2 | -2.2% | -$8,424 | 减仓 |
| SBUX | STARBUCKS CORP | $41.94万 | 0.18% | 4,681 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS | $42.16万 | 0.18% | 4,442 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ | $42.39万 | 0.19% | 735 | -62 | -7.8% | -$3.58万 | 减仓 |
| MDY | SPDR S&P | $51.25万 | 0.22% | 831 | -8 | -1.0% | -$4,934 | 减仓 |
| MSTR | STRATEGY INC | $53.11万 | 0.23% | 4,256 | -204 | -4.6% | -$2.55万 | 减仓 |
| NULG | NUVEEN ESG | $53.23万 | 0.23% | 5,853 | -644 | -9.9% | -$5.86万 | 减仓 |
| NULV | NUVEEN ESG | $53.85万 | 0.24% | 11,836 | -2,577 | -17.9% | -$11.73万 | 减仓 |
| COR | CENCORA INC | $56.72万 | 0.25% | 1,806 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM | $62.75万 | 0.27% | 3,013 | -20 | -0.7% | -$4,165 | 减仓 |
| LDOS | LEIDOS HOLDINGS | $64.19万 | 0.28% | 4,128 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY | $72.17万 | 0.32% | 1,506 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR | $74.41万 | 0.33% | 2,202 | -61 | -2.7% | -$2.06万 | 减仓 |
| LGLV | STATE STREET | $77.08万 | 0.34% | 4,328 | -59 | -1.3% | -$1.05万 | 减仓 |
| ENB | ENBRIDGE INC | $78.12万 | 0.34% | 14,429 | -1,614 | -10.1% | -$8.74万 | 减仓 |
| SLYG | STATE STREET | $80.69万 | 0.35% | 8,351 | -20,779 | -71.3% | -$200.78万 | 减仓 |
| MA | MASTERCARD INC | $83.23万 | 0.36% | 1,666 | -19 | -1.1% | -$9,492 | 减仓 |
| SMH | VANECK SEMICONDUCTOR | $84.35万 | 0.37% | 2,200 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $86.84万 | 0.38% | 2,336 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN | $130.31万 | 0.57% | 33,917 | 11,697 | 52.6% | $44.94万 | 加仓 |
| QVMS | INVESCO S&P | $134.80万 | 0.59% | 46,266 | -100 | -0.2% | -$2,914 | 减仓 |
| — | ISHARES ETHEREUM | $145.04万 | 0.63% | 91,624 | 33,623 | 58.0% | $53.23万 | 加仓 |
| RSP | INVESCO S&P | $147.87万 | 0.65% | 7,705 | -455 | -5.6% | -$8.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $158.63万 | 0.69% | 4,285 | -385 | -8.2% | -$14.25万 | 减仓 |
| JIG | JPMORGAN | $183.47万 | 0.80% | 24,713 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION | $184.24万 | 0.80% | 27,259 | 27,259 | — | $184.24万 | 新建仓 |
| FLMI | FRANKLIN DYNAMIC | $193.39万 | 0.84% | 78,013 | -3,867 | -4.7% | -$9.59万 | 减仓 |
| GOOGL | ALPHABET INC | $200.55万 | 0.88% | 6,974 | -177 | -2.5% | -$5.09万 | 减仓 |
| AAPL | APPLE INC | $206.67万 | 0.90% | 8,143 | -27 | -0.3% | -$6,853 | 减仓 |
| SPHB | INVESCO S&P | $207.49万 | 0.91% | 17,895 | -156 | -0.9% | -$1.81万 | 减仓 |
| SPIB | STATE STREET | $348.66万 | 1.52% | 103,952 | -15,341 | -12.9% | -$51.45万 | 减仓 |
| SPEM | STATE STREET | $439.28万 | 1.92% | 93,642 | -123,106 | -56.8% | -$577.49万 | 减仓 |
| SPMB | STATE STREET | $596.98万 | 2.61% | 266,628 | -14,327 | -5.1% | -$32.08万 | 减仓 |
| SPMD | STATE STREET | $694.62万 | 3.03% | 117,294 | -12,184 | -9.4% | -$72.15万 | 减仓 |
| SPTI | STATE STREET | $761.52万 | 3.33% | 265,708 | -21,912 | -7.6% | -$62.80万 | 减仓 |
| VBIL | VANGUARD ULTRA | $767.39万 | 3.35% | 101,439 | -6,509 | -6.0% | -$49.24万 | 减仓 |
| SPYM | STATE STREET | $1,331.19万 | 5.81% | 173,920 | -6,847 | -3.8% | -$52.41万 | 减仓 |
| SPDW | STATE STREET | $1,526.59万 | 6.67% | 334,411 | -29,676 | -8.2% | -$135.47万 | 减仓 |
| SPYV | STATE STREET | $2,272.39万 | 9.93% | 401,624 | -34,956 | -8.0% | -$197.78万 | 减仓 |
| SPTM | STATE STREET | $2,274.78万 | 9.94% | 287,728 | -28,877 | -9.1% | -$228.30万 | 减仓 |
| SPYG | STATE STREET | $2,319.64万 | 10.13% | 236,915 | -29,679 | -11.1% | -$290.59万 | 减仓 |
| OAKM | OAKMARK U S | $2,566.40万 | 11.21% | 931,034 | 3,435 | 0.4% | $9.47万 | 加仓 |
| SPSM | STATE STREET | $2,620.87万 | 11.45% | 542,399 | -42,331 | -7.2% | -$204.54万 | 减仓 |