Abound Financial, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$2.3亿

申报季度: 2026-03-31 · 持股只数: 283

ABOUND FINANCIAL, LLC在最新一期 13F 报告中披露了 283 项持股，申报期为 2026-03-31，总持股市值约为 US$2.3亿，季度换手率为 14.8%。

机构性格雪花图

集中度: 27.5
持仓稳定性: 14.85
动能／逆势: 100
行业集中度: 61.25
多样化: 100
仓位均衡度: 56.96

近期动向

减仓 SPEM
-56.8%　-US$575.3万
减仓 GLDM
-98.1%　-US$298.4万
加仓 OAKM
+0.4%　-US$64.3万
减仓 SPYG
-11.1%　-US$524.9万
加仓 SPSM
-7.2%　-US$119.2万
减仓 SLYG
-71.3%　-US$193.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-中小型股	11.45%	+0.85%	-7.24%
2	OAKM	Oakmark US Large Cap ETF	ETF-大型股与成长	11.21%	+1.03%	+0.37%
3	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	10.13%	-0.88%	-11.13%
4	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	9.94%	-0.17%	-9.12%
5	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	9.93%	+0.33%	-8.01%
6	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	6.67%	+0.41%	-8.15%
7	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	5.81%	+0.20%	-3.79%
8	VBIL	Vanguard 0-3m T-bill ETF	ETF-其他	3.35%	+0.20%	-6.03%
9	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-其他	3.33%	+0.12%	-7.62%
10	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-其他	3.03%	+0.13%	-9.41%
11	SPMB	Ss Spdr P Mort Back Bond ETF	ETF-其他	2.61%	+0.17%	-5.10%
12	SPEM	State Street Sp Ptf Em ETF	ETF-其他	1.92%	-2.01%	-56.80%
13	SPIB	Ss Spdr P Int C CORP ETF	ETF-其他	1.52%	-0.04%	-12.86%
14	SPHB	Invesco S&p 500 High Beta Et	ETF-大型股与成长	0.91%	—	-0.86%
15	AAPL	Apple INC	股票-科技	0.90%	+0.04%	-0.33%
16	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.88%	+0.01%	-2.48%
17	FLMI	Franklin Dynamic Municipal B	ETF-其他	0.84%	+0.05%	-4.72%
18	ARKK	Ark Innovation ETF	ETF-其他	0.80%	+0.80%	NEW
19	JIG	Jpmorgan International Growt	ETF-其他	0.80%	—	—
20	MSFT	Microsoft CORP	股票-科技	0.69%	-0.18%	-8.24%
21	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.65%	+0.05%	-5.58%
22	ETHA	Ishares Ethereum Trust ETF	ETF-其他	0.63%	+0.13%	+57.97%
23	QVMS	Invesco S&p Smallcap 600 Qvm	ETF-其他	0.59%	+0.08%	-0.22%
24	IBIT	Ishares Bitcoin Trust ETF	ETF-加密货币	0.57%	+0.14%	+52.64%
25	TSLA	Tesla INC	股票-周期性消费	0.38%	-0.03%	—
26	SMH	Vaneck Semiconductor ETF	ETF-其他	0.37%	+0.06%	—
27	MA	Mastercard INC - A	股票-金融	0.36%	-0.01%	-1.13%
28	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-其他	0.35%	-0.71%	-71.33%
29	ENB	Enbridge INC	股票-能源	0.34%	—	-10.06%
30	LGLV	Spdr US Lc Low Vol Idx	ETF-其他	0.34%	—	-1.34%
31	TSM	Taiwan Semiconductor-sp Adr	股票-科技	0.33%	+0.05%	-2.70%
32	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.32%	—	—
33	LDOS	Leidos Holdings INC	股票-科技	0.28%	-0.01%	—
34	AMZN	Amazon.com INC	股票-周期性消费	0.27%	—	-0.66%
35	COR	Cencora INC	股票-医疗保健	0.25%	+0.01%	—
36	NULV	Nuveen Esg Large-cap Val ETF	ETF-其他	0.24%	-0.01%	-17.88%
37	NULG	Nuveen Esg Lrg-cap Grw ETF	ETF-其他	0.23%	-0.02%	-9.91%
38	MSTR	Strategy INC	股票-科技	0.23%	-0.03%	-4.57%
39	MDY	State Street Spdr S&p Midcap	ETF-其他	0.22%	—	-0.95%
40	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.19%	—	-7.78%
41	SAIC	Science Applications Inte	股票-科技	0.18%	—	—
42	SBUX	Starbucks CORP	股票-周期性消费	0.18%	—	—
43	BKNG	Booking Holdings INC	股票-周期性消费	0.17%	-0.02%	-2.15%
44	DGRO	Ishares Core Dividend Growth	ETF-其他	0.17%	—	-5.26%
45	META	Meta Platforms Inc-class A	股票-通信服务	0.15%	-0.11%	-40.43%
46	ORCL	Oracle CORP	股票-科技	0.14%	-0.03%	—
47	XOM	Exxon Mobil CORP	股票-能源	0.14%	+0.06%	+6.08%
48	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.14%	—	—
49	V	Visa Inc-class A Shares	股票-金融	0.14%	—	+2.04%
50	SNPE	Xtrckr S&p 500 Scor&scrn ETF	ETF-大型股与成长	0.12%	—	+0.02%

1–50 of 283

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	283	US$2.3亿	15	1SPSM 2OAKM 3SPYG 主要持股2026-03-31 1.SPSM 2.OAKM 3.SPYG 4.SPTM 5.SPYV 6.SPDW 7.SPYM 8.VBIL 9.SPTI 10.SPMD
2025-12-31	276	US$2.6亿	22	1SPYG 2SPSM 3OAKM 主要持股2025-12-31 1.SPYG 2.SPSM 3.OAKM 4.SPTM 5.SPYV 6.SPDW 7.SPYM 8.SPEM 9.SPTI 10.VBIL
2025-09-30	70	US$2.5亿	38	1SPYG 2SPSM 3SPTM 主要持股2025-09-30 1.SPYG 2.SPSM 3.SPTM 4.SPDW 5.OAKM 6.SPYV 7.SPYM 8.SPEM 9.VBIL 10.GLDM
2025-06-30	67	US$2.3亿	0	1SPYG 2SPSM 3SPTM 主要持股2025-06-30 1.SPYG 2.SPSM 3.SPTM 4.OAKM 5.SPDW 6.SPYM 7.SPYV 8.SPEM 9.GLDM 10.SPTI
2025-03-31	269	US$2.0亿	0	1SPYG 2SPSM 3SPTM 主要持股2025-03-31 1.SPYG 2.SPSM 3.SPTM 4.SPYM 5.SPDW 6.SPYV 7.SPTI 8.SPEM 9.SPMD 10.GLDM
2024-12-31	69	US$2.0亿	0	1SPSM 2SPYG 3SPTM 主要持股2024-12-31 1.SPSM 2.SPYG 3.SPTM 4.SPYM 5.SPDW 6.SPYV 7.SPMD 8.SPTI 9.SPEM 10.SPMB

本季持股变动

Abound Financial, LLC 在 2026-03-31 最显著的持仓异动：新建仓: Ark Innovation ETF (ARKK); 新建仓: Crowdstrike Holdings INC - A (CRWD); 新建仓: Costco Wholesale CORP (COST); 新建仓: Circle Internet Group INC (CRCL); 减仓: State Street Sp Ptf Em ETF (SPEM) — 股数 -56.80%.

Abound Financial, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	OAKM	Oakmark US Large Cap ETF	+1%	+0.37%	加仓
2	SPSM	Ss Spdr P S&p 600 Small Cap	+0.9%	-7.24%	减仓
3	SPDW	Ste Str Spdr Pt Dw EU ETF	+0.4%	-8.15%	减仓
4	SPYV	Ss Spdr P S&p 500 Value ETF	+0.3%	-8.01%	减仓
5	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.2%	-3.79%	减仓
6	VBIL	Vanguard 0-3m T-bill ETF	+0.2%	-6.03%	减仓
7	SPMB	Ss Spdr P Mort Back Bond ETF	+0.2%	-5.10%	减仓
8	IBIT	Ishares Bitcoin Trust ETF	+0.1%	+52.64%	加仓
9	SPMD	Ss Spdr P S&p 400 Midcap ETF	+0.1%	-9.41%	减仓
10	ETHA	Ishares Ethereum Trust ETF	+0.1%	+57.97%	加仓
11	SPTI	Ss Spdr P Int Term Tsy ETF	+0.1%	-7.62%	减仓
12	WFC	Wells Fargo & Co	+0.1%	+1151.01%	加仓
13	QVMS	Invesco S&p Smallcap 600 Qvm	+0.1%	-0.22%	减仓
14	XOM	Exxon Mobil CORP	+0.1%	+6.08%	加仓
15	SMH	Vaneck Semiconductor ETF	+0.1%	—	不变
16	FLMI	Franklin Dynamic Municipal B	+0.1%	-4.72%	减仓
17	RSP	Invesco S&p 500 Equal Weight	+0.1%	-5.58%	减仓
18	TSM	Taiwan Semiconductor-sp Adr	+0.1%	-2.70%	减仓
19	AAPL	Apple INC	0%	-0.33%	减仓
20	LPLA	Lpl Financial Holdings INC	0%	+9550.00%	加仓
21	GOOGL	Alphabet Inc-cl A	0%	-2.48%	减仓
22	COR	Cencora INC	0%	—	不变
23	AMZN	Amazon.com INC	—	-0.66%	减仓
24	QQQ	Invesco Qqq Trust Series 1	—	-7.78%	减仓
25	V	Visa Inc-class A Shares	—	+2.04%	加仓
26	MA	Mastercard INC - A	0%	-1.13%	减仓
27	NULV	Nuveen Esg Large-cap Val ETF	0%	-17.88%	减仓
28	LDOS	Leidos Holdings INC	0%	—	不变
29	BKNG	Booking Holdings INC	0%	-2.15%	减仓
30	NULG	Nuveen Esg Lrg-cap Grw ETF	0%	-9.91%	减仓
31	GBTC	Grayscale Bitcoin Trust ETF	0%	—	不变
32	NUMV	Nuveen Esg Mid-cap Value ETF	0%	-23.30%	减仓
33	DIS	Walt Disney Co/the	0%	-43.50%	减仓
34	TSLA	Tesla INC	0%	—	不变
35	MSTR	Strategy INC	0%	-4.57%	减仓
36	ORCL	Oracle CORP	0%	—	不变
37	SPIB	Ss Spdr P Int C CORP ETF	0%	-12.86%	减仓
38	HQH	Abrdn Healthcare Investors	-0.1%	-96.42%	减仓
39	META	Meta Platforms Inc-class A	-0.1%	-40.43%	减仓
40	SPTM	Ss Spdr P S&p 1500 Comp ETF	-0.2%	-9.12%	减仓
41	MSFT	Microsoft CORP	-0.2%	-8.24%	减仓
42	XLE	Ss Energy Select Sector	-0.3%	-99.47%	减仓
43	SLYG	Ss Spdr S&p 600 Sc Gr ETF	-0.7%	-71.33%	减仓
44	SPYG	Ss Spdr P S&p 500 Growth ETF	-0.9%	-11.13%	减仓
45	GLDM	Spdr Gold Minishares Trust	-1.2%	-98.14%	减仓
46	SPEM	State Street Sp Ptf Em ETF	-2%	-56.80%	减仓
47	ARKK	Ark Innovation ETF	—	NEW	新建仓
48	CRWD	Crowdstrike Holdings INC - A	—	NEW	新建仓
49	COST	Costco Wholesale CORP	—	NEW	新建仓
50	CRCL	Circle Internet Group INC	—	NEW	新建仓

FAQ

Abound Financial, LLC 是什么机构？属于哪种投资人类型？

Abound Financial, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.3亿，分布在 283 个已申报仓位之中。

Abound Financial, LLC 目前前几大持股有哪些？

根据最新 13F 申报，Abound Financial, LLC 按市值排列的前几大持股为： 1. Ss Spdr P S&p 600 Small Cap (SPSM) — US$2620.9万 (11.4%) 2. Oakmark US Large Cap ETF (OAKM) — US$2566.4万 (11.2%) 3. Ss Spdr P S&p 500 Growth ETF (SPYG) — US$2319.6万 (10.1%) 4. Ss Spdr P S&p 1500 Comp ETF (SPTM) — US$2274.8万 (9.9%) 5. Ss Spdr P S&p 500 Value ETF (SPYV) — US$2272.4万 (9.9%)

Abound Financial, LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Abound Financial, LLC 共进行了 44 项显著调整：新建仓 4 个仓位、加仓 7 个既有持股、减仓 33 个仓位，并完全清仓 0 个持股。其中幅度最大的异动：新建仓: Ark Innovation ETF (ARKK); 新建仓: Crowdstrike Holdings INC - A (CRWD); 新建仓: Costco Wholesale CORP (COST); 新建仓: Circle Internet Group INC (CRCL); 减仓: State Street Sp Ptf Em ETF (SPEM) — 股数 -56.80%

Abound Financial, LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，Abound Financial, LLC 的主要板块分布如下： • Information Technology: 37.1% • Consumer Discretionary: 14.3% • Financials: 13.3% • Communication Services: 12.7% • Health Care: 7.1% • Energy: 6.6%