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Abacus Planning Group, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Abacus Planning Group, Inc.
报告期 2026-03-31 · CIK 0001602730
持仓数
264
前50大市值合计
$616.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 27
增持 83
减持 35
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DSTL
ETF SER SOLUTIONS
+$14.6M
323,247
+3379%
增持
UNP
UNION PAC CORP
+$5.3M
94,419
+0%
增持
AAPL
APPLE INC
+$5.1M
127,171
+3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
BOC
BOSTON OMAHA CORP
-$3.0M
285,227
-1%
增持
VTI
VANGUARD INDEX FDS
+$3.0M
26,894
+70%
建仓
ARMK
ARAMARK
+$2.8M
75,868
增持
VBR
VANGUARD INDEX FDS
+$2.7M
134,760
+7%
增持
VXUS
VANGUARD STAR FDS
+$2.6M
402,139
+11%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.7M
290,294
+14%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.7M
39,989
+436%
增持
MSFT
MICROSOFT CORP
+$1.6M
18,302
+12%
减持
PACB
PACIFIC BIOSCIENCES CALIF IN
-$1.4M
155,000
-14%
建仓
BND
VANGUARD BD INDEX FDS
+$1.3M
15,095
增持
IJS
ISHARES TR
+$1.1M
32,054
+46%
增持
SCZ
ISHARES TR
+$790.0K
32,617
+52%
增持
AVEM
AMERICAN CENTY ETF TR
+$711.0K
16,187
+233%
减持
VOO
VANGUARD INDEX FDS
+$699.0K
17,858
-1%
增持
NVDA
NVIDIA CORPORATION
+$609.0K
6,266
+5%
减持
IVV
ISHARES TR
+$594.0K
13,447
-0%
增持
AMZN
AMAZON COM INC
+$562.0K
6,870
+1%
建仓
IWR
ISHARES TR
+$499.0K
6,007
增持
PFE
PFIZER INC
+$489.0K
25,938
+7%
增持
D
DOMINION ENERGY INC
+$477.0K
11,729
+93%
增持
MCD
MCDONALDS CORP
+$453.0K
4,862
+38%
增持
META
META PLATFORMS INC
+$448.0K
5,469
+33%
增持
GOOG
ALPHABET INC
+$426.0K
1,620
+1%
建仓
OGN
ORGANON & CO
+$420.0K
13,779
建仓
AMKR
AMKOR TECHNOLOGY INC
+$360.0K
14,536
增持
UNH
UNITEDHEALTH GROUP INC
+$359.0K
1,874
+26%
增持
INFL
LISTED FD TR
+$356.0K
37,991
+34%
增持
VNQ
VANGUARD INDEX FDS
+$342.0K
9,069
+30%
建仓
UPS
UNITED PARCEL SERVICE INC
+$317.0K
1,479
增持
SHV
ISHARES TR
+$313.0K
19,589
+17%
增持
SPY
SPDR S&P 500 ETF TR
+$313.0K
6,797
+0%
增持
INTU
INTUIT
+$297.0K
2,731
+1%
建仓
CIVI
CIVITAS RESOURCES INC
+$294.0K
6,000
增持
NEE
NEXTERA ENERGY INC
+$285.0K
17,810
+2%
建仓
SO
SOUTHERN CO
+$284.0K
4,141
增持
VTV
VANGUARD INDEX FDS
+$284.0K
19,966
+2%
清仓
PWR
QUANTA SVCS INC
-$272.0K
0
-100%
减持
SFST
SOUTHERN FIRST BANCSHARES
+$270.0K
32,894
-1%
增持
PEP
PEPSICO INC
+$270.0K
7,113
+11%
增持
PG
PROCTER AND GAMBLE CO
+$267.0K
5,489
+22%
建仓
NFLX
NETFLIX INC
+$267.0K
444
清仓
BIIB
BIOGEN INC
-$264.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$263.0K
2,132
+1%
建仓
AVGO
BROADCOM INC
+$254.0K
381
减持
RWO
SPDR INDEX SHS FDS
+$249.0K
47,337
-0%
清仓
PYPL
PAYPAL HLDGS INC
-$243.0K
0
-100%
减持
CVS
CVS HEALTH CORP
+$238.0K
11,986
-0%
建仓
GM
GENERAL MTRS CO
+$233.0K
3,976
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$232.0K
3,810
建仓
BOKF
BOK FINL CORP
+$230.0K
2,181
建仓
ABBV
ABBVIE INC
+$225.0K
1,659
建仓
DOV
DOVER CORP
+$224.0K
1,231
增持
BAC
BK OF AMERICA CORP
+$221.0K
38,927
+9%
清仓
—
FOOT LOCKER INC
-$220.0K
0
-100%
建仓
ELV
ANTHEM INC
+$219.0K
473
清仓
CHRD
OASIS PETROLEUM INC
-$218.0K
0
-100%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$218.0K
9,216
建仓
—
ASML HOLDING N V
+$217.0K
272
建仓
CBRE
CBRE GROUP INC
+$214.0K
1,976
建仓
GD
GENERAL DYNAMICS CORP
+$212.0K
1,019
建仓
WY
WEYERHAEUSER CO MTN BE
+$211.0K
5,118
减持
KO
COCA COLA CO
+$208.0K
33,444
-1%
建仓
MDLZ
MONDELEZ INTL INC
+$207.0K
3,115
建仓
EMR
EMERSON ELEC CO
+$205.0K
2,208
建仓
WFC
WELLS FARGO CO NEW
+$203.0K
4,234
建仓
ORI
OLD REP INTL CORP
+$203.0K
8,247
增持
EL
LAUDER ESTEE COS INC
+$201.0K
2,788
+1%
建仓
KMB
KIMBERLY-CLARK CORP
+$201.0K
1,407
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$197.0K
129,593
+4%
增持
DUK
DUKE ENERGY CORP NEW
+$177.0K
10,123
+8%
增持
MRK
MERCK & CO INC
+$176.0K
14,175
+17%
减持
JEF
JEFFERIES FINL GROUP INC
-$175.0K
10,913
-32%
增持
CI
CIGNA CORP NEW
+$173.0K
1,745
+53%
增持
TSLA
TESLA INC
+$171.0K
434
+17%
减持
DVN
DEVON ENERGY CORP NEW
-$167.0K
13,481
-37%
减持
INTC
INTEL CORP
-$163.0K
30,537
-6%
增持
HD
HOME DEPOT INC
+$159.0K
1,344
+11%
增持
T
AT&T INC
+$159.0K
21,326
+57%
减持
BSM
BLACK STONE MINERALS L P
-$155.0K
20,000
-33%
增持
JNJ
JOHNSON & JOHNSON
+$151.0K
9,753
+4%
减持
—
ARCONIC CORPORATION
-$149.0K
13,305
-29%
增持
LOW
LOWES COS INC
+$148.0K
2,648
+0%
减持
HPQ
HP INC
+$145.0K
16,260
-5%
增持
VBK
VANGUARD INDEX FDS
+$143.0K
1,540
+48%
减持
CSCO
CISCO SYS INC
+$143.0K
16,154
-0%
增持
DHR
DANAHER CORPORATION
+$139.0K
5,114
+1%
增持
DIS
DISNEY WALT CO
-$134.0K
9,998
+0%
增持
EEM
ISHARES TR
-$133.0K
110,373
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$123.0K
16,839
-2%
增持
SCHC
SCHWAB STRATEGIC TR
+$121.0K
60,576
+7%
增持
AVDE
AMERICAN CENTY ETF TR
+$114.0K
12,319
+15%
增持
LLY
LILLY ELI & CO
+$110.0K
1,970
+5%
减持
VB
VANGUARD INDEX FDS
+$107.0K
51,961
-2%
增持
VV
VANGUARD INDEX FDS
+$105.0K
4,412
+2%
增持
ABT
ABBOTT LABS
+$104.0K
3,475
+7%
增持
QVAL
ALPHA ARCHITECT ETF TR
+$103.0K
15,489
+12%
增持
CVX
CHEVRON CORP NEW
+$100.0K
4,951
+4%
增持
JLL
JONES LANG LASALLE INC
+$99.0K
1,685
+18%
建仓
QSI
QUANTUM SI INC
+$98.0K
12,510
减持
UNM
UNUM GROUP
-$94.0K
24,798
-12%
减持
MU
MICRON TECHNOLOGY INC
+$91.0K
4,373
-2%
减持
WERN
WERNER ENTERPRISES INC
-$90.0K
4,498
-34%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$87.0K
6,047
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$85.0K
3,342
+5%
增持
TFC
TRUIST FINL CORP
+$82.0K
8,586
+20%
增持
AVUS
AMERICAN CENTY ETF TR
+$75.0K
11,283
+0%
增持
EOG
EOG RES INC
+$73.0K
5,698
+6%
增持
CAT
CATERPILLAR INC
+$73.0K
2,908
+6%
减持
ROP
ROPER TECHNOLOGIES INC
+$72.0K
2,187
-3%
增持
CDW
CDW CORP
+$72.0K
3,070
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$72.0K
1,557
-0%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$71.0K
22,509
+13%
增持
GOOGL
ALPHABET INC
+$66.0K
284
+0%
增持
CL
COLGATE PALMOLIVE CO
+$64.0K
3,618
+12%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$64.0K
67,533
-10%
减持
MTB
M & T BK CORP
+$63.0K
19,302
-1%
增持
—
BLACKROCK INC
+$62.0K
356
+13%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$57.0K
4,251
+8%
增持
CME
CME GROUP INC
+$57.0K
1,421
+3%
增持
COP
CONOCOPHILLIPS
+$57.0K
3,843
+19%
增持
—
EXXON MOBIL CORP
+$56.0K
22,176
+0%
增持
—
ATHENE HOLDING LTD
+$54.0K
3,723
+0%
增持
ARW
ARROW ELECTRS INC
+$54.0K
2,393
+1%
增持
V
VISA INC
+$47.0K
1,388
+22%
增持
SCHV
SCHWAB STRATEGIC TR
+$46.0K
6,465
+2%
增持
TGT
TARGET CORP
+$45.0K
6,408
+2%
增持
TXN
TEXAS INSTRS INC
+$45.0K
1,752
+18%
增持
BIO
BIO RAD LABS INC
+$44.0K
369
+17%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$43.0K
675
-9%
增持
YUM
YUM BRANDS INC
+$41.0K
2,088
+2%
减持
IWM
ISHARES TR
+$41.0K
16,422
-1%
增持
MMM
3M CO
+$40.0K
2,444
+9%
减持
CRM
SALESFORCE COM INC
-$40.0K
813
-11%
增持
MCO
MOODYS CORP
+$39.0K
878
+2%
减持
ALL
ALLSTATE CORP
-$36.0K
3,630
-0%
减持
NKE
NIKE INC
+$33.0K
1,604
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$32.0K
10,473
-2%
减持
EFA
ISHARES TR
-$29.0K
39,242
-2%
增持
AXP
AMERICAN EXPRESS CO
+$27.0K
1,682
+13%
减持
KMI
KINDER MORGAN INC DEL
-$26.0K
21,000
-2%
增持
IJR
ISHARES TR
+$26.0K
3,884
+1%
增持
JPM
JPMORGAN CHASE & CO
-$26.0K
20,737
+3%
增持
SCHE
SCHWAB STRATEGIC TR
-$24.0K
33,999
+0%
减持
IWF
ISHARES TR
+$21.0K
987
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$21.0K
9,727
-2%
增持
CMCSA
COMCAST CORP NEW
-$18.0K
13,640
+8%
增持
HCA
HCA HEALTHCARE INC
+$17.0K
939
+2%
