13F 机构持仓

ABOUND FINANCIAL, LLC

GRANITE BAY CA · SEC CIK 0002024264

2026Q22026Q1 更早 9 个季度 🔒
$2.51亿2026Q2 申报市值
297持仓数
72.9%前十大占比 · 第一大 10.9%
26 / 12新建仓 / 清仓
申报市值走势$2.51亿2026Q2
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

SPSM 10.9%
OAKM 10.4%
SPTM 10.3%
SPYG 9.8%
SPYV 9.7%
SPDW 6.6%
SPYM 6.0%
SPMD 3.1%
VBIL 3.1%
SPTI 3.0%

2026Q2 买入最多 按季末市值估算

ARKK 加仓+$394.01万
AAPL 加仓+$73.61万
IBIT 加仓+$35.67万
ISHARES ETHEREUM 加仓+$34.30万
AMAT 加仓+$26.17万

2026Q2 卖出最多 按季末市值估算

SPSM 减仓-$395.63万
SPYG 减仓-$352.33万
SLYG 减仓-$98.53万
SPDW 减仓-$39.49万
SPTM 减仓-$32.11万

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
SPSM STATE STREET $2,732.38万10.89%473,796 -68,603-12.6% -$395.63万 减仓
OAKM OAKMARK U S $2,608.11万10.40%925,844 -5,190-0.6% -$14.62万 减仓
SPTM STATE STREET $2,580.17万10.29%284,191 -3,537-1.2% -$32.11万 减仓
SPYG STATE STREET $2,466.73万9.83%207,305 -29,610-12.5% -$352.33万 减仓
SPYV STATE STREET $2,434.07万9.70%400,406 -1,218-0.3% -$7.40万 减仓
SPDW STATE STREET $1,645.61万6.56%326,575 -7,836-2.3% -$39.49万 减仓
SPYM STATE STREET $1,502.99万5.99%171,027 -2,893-1.7% -$25.42万 减仓
SPMD STATE STREET $785.83万3.13%116,316 -978-0.8% -$6.61万 减仓
VBIL VANGUARD ULTRA $767.03万3.06%101,352 -87-0.1% -$6,584 减仓
SPTI STATE STREET $751.22万2.99%264,608 -1,100-0.4% -$3.12万 减仓
ARKK ARK INNOVATION $614.32万2.45%76,011 48,752178.8% $394.01万 加仓
SPMB STATE STREET $591.87万2.36%265,292 -1,336-0.5% -$2.98万 减仓
SPEM STATE STREET $483.11万1.93%93,301 -341-0.4% -$1.77万 减仓
SPIB STATE STREET $345.06万1.38%103,126 -826-0.8% -$2.76万 减仓
AAPL APPLE INC $309.24万1.23%10,687 2,54431.2% $73.61万 加仓
SPHB INVESCO S&P $276.81万1.10%17,791 -104-0.6% -$1.62万 减仓
GOOGL ALPHABET INC $235.26万0.94%6,583 -391-5.6% -$13.97万 减仓
JIG JPMORGAN $212.13万0.85%24,334 -379-1.5% -$3.30万 减仓
FLMI FRANKLIN DYNAMIC $192.24万0.77%76,377 -1,636-2.1% -$4.12万 减仓
RSP INVESCO S&P $156.69万0.62%7,364 -341-4.4% -$7.26万 减仓
MSFT MICROSOFT CORP $154.16万0.61%4,133 -152-3.5% -$5.67万 减仓
QVMS INVESCO S&P $151.54万0.60%43,224 -3,042-6.6% -$10.67万 减仓
IBIT ISHARES BITCOIN $148.58万0.59%44,632 10,71531.6% $35.67万 加仓
SMH VANECK SEMICONDUCTOR $144.16万0.57%2,198 -2-0.1% -$1,312 减仓
— ISHARES ETHEREUM $143.24万0.57%120,474 28,85031.5% $34.30万 加仓
TSLA TESLA INC $103.30万0.41%2,456 1205.1% $5.05万 加仓
TSM TAIWAN SEMICONDUCTOR $103.26万0.41%2,162 -40-1.8% -$1.91万 减仓
MA MASTERCARD INC $80.62万0.32%1,570 -96-5.8% -$4.93万 减仓
BRK/B BERKSHIRE HATHAWAY $80.51万0.32%1,609 1036.8% $5.15万 加仓
LGLV STATE STREET $78.01万0.31%4,299 -29-0.7% -$5,263 减仓
ENB ENBRIDGE INC $75.78万0.30%13,979 -450-3.1% -$2.44万 减仓
NULG NUVEEN ESG $73.89万0.29%6,312 4597.8% $5.37万 加仓
AMZN AMAZON COM $71.81万0.29%3,013 00.0% — 不变
NULV NUVEEN ESG $66.27万0.26%13,256 1,42012.0% $7.10万 加仓
MDY SPDR S&P $57.32万0.23%815 -16-1.9% -$1.13万 减仓
QQQ INVESCO QQQ $54.09万0.22%735 00.0% — 不变
SAIC SCIENCE APPLICATIONS $49.04万0.20%4,442 00.0% — 不变
COR CENCORA INC $48.38万0.19%1,710 -96-5.3% -$2.72万 减仓
SBUX STARBUCKS CORP $43.25万0.17%4,232 -449-9.6% -$4.59万 减仓
LDOS LEIDOS HOLDINGS $42.50万0.17%4,128 00.0% — 不变
DGRO ISHARES CORE $40.97万0.16%5,406 00.0% — 不变
BKNG BOOKING HOLDINGS $40.12万0.16%2,251 -24-1.1% -$4,278 减仓
AMAT APPLIED MATERIALS $39.98万0.16%553 362189.5% $26.17万 加仓
MSTR STRATEGY INC $38.17万0.15%4,391 1353.2% $1.17万 加仓
WMT WALMART INC $36.86万0.15%3,254 1,932146.1% $21.88万 加仓
VTI VANGUARD TOTAL $36.71万0.15%992 00.0% — 不变
V VISA INC $35.21万0.14%1,026 -25-2.4% -$8,579 减仓
META META PLATFORMS $34.32万0.14%609 -4-0.7% -$2,254 减仓
ORCL ORACLE CORP $32.34万0.13%2,207 -47-2.1% -$6,888 减仓
SNPE XTRACKERS S&P $30.97万0.12%4,498 10.0% $69 加仓
SPHQ INVESCO S&P $29.93万0.12%3,322 00.0% — 不变
PM PHILIP MORRIS $28.89万0.12%1,597 1006.7% $1.81万 加仓
PKW INVESCO BUYBACK $28.05万0.11%1,980 00.0% — 不变
QTEC FIRST TRUST $27.58万0.11%824 -42-4.8% -$1.41万 减仓
NUSC NUVEEN ESG $27.31万0.11%5,239 1,13127.5% $5.89万 加仓
— EXXON MOBIL $26.29万0.10%1,923 40.2% $547 加仓
WFC WELLS FARGO $25.54万0.10%3,090 00.0% — 不变
CALI ISHARES SHORT $25.27万0.10%5,000 5,000— $25.27万 新建仓
IUSG ISHARES S&P $24.96万0.10%1,327 -31-2.3% -$5,831 减仓
CAT CATERPILLAR INC $23.96万0.10%225 200800.0% $21.30万 加仓
— VANECK GREEN $23.65万0.09%9,801 4775.1% $1.15万 加仓
FXL FIRST TRUST $20.98万0.08%966 -53-5.2% -$1.15万 减仓
GBTC GRAYSCALE BITCOIN $20.50万0.08%4,504 00.0% — 不变
IJH ISHARES CORE $20.37万0.08%2,642 00.0% — 不变
QUAL ISHARES MSCI $20.28万0.08%924 00.0% — 不变
AMD ADVANCED MICRO $19.98万0.08%344 00.0% — 不变
AVGO BROADCOM INC $19.64万0.08%520 00.0% — 不变
VRSN VERISIGN INC $18.36万0.07%730 00.0% — 不变
LLY ELI LILLY $17.99万0.07%150 00.0% — 不变
SHE STATE STREET $17.96万0.07%1,163 -617-34.7% -$9.53万 减仓
SPY STATE STREET $16.80万0.07%225 00.0% — 不变
IWF ISHARES RUSSELL $15.89万0.06%1,280 00.0% — 不变
WPC W P CAREY $15.52万0.06%2,171 2,171— $15.52万 新建仓
— DIMENSIONAL US $15.26万0.06%3,439 00.0% — 不变
CMI CUMMINS INC $14.26万0.06%200 200— $14.26万 新建仓
CHD CHURCH & DWIGHT $13.95万0.06%1,440 00.0% — 不变
DSI ISHARES ESG $13.44万0.05%944 00.0% — 不变
JNJ JOHNSON & JOHNSON $13.08万0.05%515 10024.1% $2.54万 加仓
JPM JPMORGAN CHASE $12.95万0.05%395 00.0% — 不变
DE DEERE & CO $12.69万0.05%200 200— $12.69万 新建仓
CRWD CROWDSTRIKE HOLDINGS $12.67万0.05%166 00.0% — 不变
GOOG ALPHABET INC $12.61万0.05%357 00.0% — 不变
NVS NOVARTIS AG $12.08万0.05%771 -16-2.0% -$2,508 减仓
CVX CHEVRON CORP $11.59万0.05%699 00.0% — 不变
ADI ANALOG DEVICES $11.56万0.05%291 -13-4.3% -$5,164 减仓
RTX RTX CORP $11.29万0.05%595 00.0% — 不变
IBM INTL BUSINESS $11.25万0.04%400 00.0% — 不变
A AGILENT TECHNOLOGIES $11.20万0.04%843 00.0% — 不变
FDN FIRST TRUST $10.85万0.04%410 -25-5.7% -$6,618 减仓
PG PROCTER & GAMBLE $10.84万0.04%739 20037.1% $2.93万 加仓
SCHW SCHWAB CHARLES $10.82万0.04%1,173 00.0% — 不变
ITB ISHARES U S $10.45万0.04%1,000 00.0% — 不变
NOC NORTHROP GRUMMAN $10.34万0.04%203 -17-7.7% -$8,658 减仓
XLF STATE STREET $10.19万0.04%1,901 00.0% — 不变
ROST ROSS STORES $9.54万0.04%448 00.0% — 不变
IGV ISHARES EXPANDED $9.24万0.04%1,020 1,020— $9.24万 新建仓
CSCO CISCO SYSTEMS $9.23万0.04%786 20034.1% $2.35万 加仓
IQV IQVIA HOLDINGS $8.83万0.04%457 00.0% — 不变
BMNR BITMINE IMMERSION $8.77万0.03%6,590 2,55963.5% $3.41万 加仓
UL UNILEVER PLC $8.36万0.03%1,390 -22-1.6% -$1,323 减仓