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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 15
增持 54
减持 60
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
DSTL
ETF SER SOLUTIONS
+$6.2M
474,501
+47%
减持
VXUS
VANGUARD STAR FDS
-$2.5M
385,788
-4%
减持
VB
VANGUARD INDEX FDS
-$2.5M
43,506
-16%
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。
增持
VTI
VANGUARD INDEX FDS
+$2.5M
39,436
+47%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$2.2M
88,565
+121%
减持
PACB
PACIFIC BIOSCIENCES CALIF IN
-$1.9M
140,000
-10%
增持
VBR
VANGUARD INDEX FDS
+$1.7M
146,415
+9%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.7M
170,885
+153%
减持
IWB
ISHARES TR
-$1.6M
5,424
-51%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.4M
269,899
-7%
建仓
AGG
ISHARES TR
+$868.0K
8,106
减持
META
META PLATFORMS INC
-$736.0K
4,962
-9%
增持
IJS
ISHARES TR
+$661.0K
39,167
+22%
减持
EEM
ISHARES TR
-$647.0K
105,090
-5%
减持
BND
VANGUARD BD INDEX FDS
-$643.0K
8,002
-47%
增持
SCZ
ISHARES TR
+$535.0K
43,996
+35%
减持
AMZN
AMAZON COM INC
-$514.0K
6,869
-0%
增持
JPM
JPMORGAN CHASE & CO
-$455.0K
20,753
+0%
减持
IWM
ISHARES TR
-$447.0K
15,619
-5%
减持
TGT
TARGET CORP
-$427.0K
4,976
-22%
清仓
JEF
JEFFERIES FINL GROUP INC
-$423.0K
0
-100%
减持
AAPL
APPLE INC
-$412.0K
126,970
-0%
减持
—
EXXON MOBIL CORP
+$403.0K
21,315
-4%
增持
AVDE
AMERICAN CENTY ETF TR
+$384.0K
19,302
+57%
清仓
VUG
VANGUARD INDEX FDS
-$382.0K
0
-100%
清仓
AMKR
AMKOR TECHNOLOGY INC
-$360.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$352.0K
5,464
-13%
减持
SPY
SPDR S&P 500 ETF TR
-$347.0K
6,382
-6%
减持
EFA
ISHARES TR
-$333.0K
37,430
-5%
增持
T
AT&T INC
+$330.0K
36,202
+70%
减持
IVV
ISHARES TR
-$324.0K
13,424
-0%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$319.0K
2,916
减持
SCHC
SCHWAB STRATEGIC TR
-$318.0K
56,915
-6%
增持
MTB
M & T BK CORP
+$314.0K
19,338
+0%
清仓
TXG
10X GENOMICS INC
-$313.0K
0
-100%
清仓
—
ATHENE HOLDING LTD
-$310.0K
0
-100%
减持
AVEM
AMERICAN CENTY ETF TR
-$308.0K
12,102
-25%
增持
CIVI
CIVITAS RESOURCES INC
+$303.0K
10,000
+67%
减持
EL
LAUDER ESTEE COS INC
-$299.0K
2,691
-3%
建仓
MPC
MARATHON PETE CORP
+$296.0K
3,458
建仓
AVRE
AMERICAN CENTY ETF TR
+$293.0K
5,578
增持
MSFT
MICROSOFT CORP
-$287.0K
19,034
+4%
清仓
—
CERNER CORP
-$282.0K
0
-100%
清仓
BIO
BIO RAD LABS INC
-$279.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$267.0K
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC
+$261.0K
4,215
建仓
ALLY
ALLY FINL INC
+$257.0K
5,913
建仓
F
FORD MTR CO DEL
+$237.0K
14,041
清仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$232.0K
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$230.0K
4,583
建仓
FCX
FREEPORT-MCMORAN INC
+$230.0K
4,618
清仓
FTV
FORTIVE CORP
-$229.0K
0
-100%
建仓
PWR
QUANTA SVCS INC
+$227.0K
1,728
建仓
MO
ALTRIA GROUP INC
+$227.0K
4,346
清仓
DOV
DOVER CORP
-$224.0K
0
-100%
增持
EOG
EOG RES INC
+$224.0K
6,119
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$222.0K
134,140
+4%
清仓
ENB
ENBRIDGE INC
-$221.0K
0
-100%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$218.0K
0
-100%
清仓
—
ASML HOLDING N V
-$217.0K
0
-100%
清仓
WERN
WERNER ENTERPRISES INC
-$214.0K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$211.0K
1,610
清仓
WY
WEYERHAEUSER CO MTN BE
-$211.0K
0
-100%
建仓
EXE
CHESAPEAKE ENERGY CORP
+$209.0K
2,400
清仓
MDLZ
MONDELEZ INTL INC
-$207.0K
0
-100%
清仓
CRM
SALESFORCE COM INC
-$207.0K
0
-100%
增持
EBAY
EBAY INC.
+$205.0K
7,959
+111%
减持
INTC
INTEL CORP
-$201.0K
27,678
-9%
清仓
KMB
KIMBERLY-CLARK CORP
-$201.0K
0
-100%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$194.0K
32,869
+46%
减持
RWO
SPDR INDEX SHS FDS
-$194.0K
45,957
-3%
减持
PFE
PFIZER INC
-$191.0K
25,908
-0%
减持
VTV
VANGUARD INDEX FDS
-$187.0K
18,612
-7%
减持
VBK
VANGUARD INDEX FDS
-$185.0K
1,003
-35%
减持
CVX
CHEVRON CORP NEW
+$179.0K
4,667
-6%
增持
DHR
DANAHER CORPORATION
-$176.0K
5,139
+0%
减持
—
ARCONIC CORPORATION
-$174.0K
10,329
-22%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$173.0K
0
-100%
减持
GOOG
ALPHABET INC
-$166.0K
1,619
-0%
减持
VO
VANGUARD INDEX FDS
-$163.0K
1,181
-32%
减持
HD
HOME DEPOT INC
-$161.0K
1,325
-1%
清仓
—
YELLOWSTONE ACQUISITION CO
-$153.0K
0
-100%
建仓
PFD
FLAHERTY & CRUMRINE PFD INCO
+$152.0K
10,957
减持
AVUS
AMERICAN CENTY ETF TR
-$148.0K
9,811
-13%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$142.0K
32,381
-1%
增持
NEE
NEXTERA ENERGY INC
-$141.0K
17,972
+1%
减持
MMM
3M CO
-$135.0K
2,011
-18%
增持
SUSA
ISHARES TR
+$132.0K
3,665
+74%
增持
BAC
BK OF AMERICA CORP
-$127.0K
38,939
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$122.0K
8,415
-17%
减持
VNQ
VANGUARD INDEX FDS
-$117.0K
8,624
-5%
增持
COP
CONOCOPHILLIPS
+$108.0K
3,848
+0%
增持
CSCO
CISCO SYS INC
-$106.0K
16,465
+2%
减持
IJR
ISHARES TR
-$106.0K
3,142
-19%
减持
MCD
MCDONALDS CORP
-$104.0K
4,848
-0%
增持
SCHX
SCHWAB STRATEGIC TR
-$100.0K
33,736
+100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$98.0K
9,646
-1%
增持
SCHF
SCHWAB STRATEGIC TR
-$97.0K
46,541
+0%
增持
ORI
OLD REP INTL CORP
+$96.0K
11,552
+40%
增持
DIS
DISNEY WALT CO
-$95.0K
10,598
+6%
增持
ABBV
ABBVIE INC
+$93.0K
1,961
+18%
增持
SCHA
SCHWAB STRATEGIC TR
-$90.0K
22,616
+99%
减持
CHD
CHURCH & DWIGHT CO INC
-$85.0K
9,804
-5%
增持
CAT
CATERPILLAR INC
+$81.0K
3,061
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$79.0K
12,225
+17%
增持
JLL
JONES LANG LASALLE INC
+$72.0K
2,195
+30%
减持
KO
COCA COLA CO
+$72.0K
33,098
-1%
减持
QVAL
ALPHA ARCHITECT ETF TR
-$70.0K
13,833
-11%
减持
AMGN
AMGEN INC
+$68.0K
4,102
-0%
减持
MRK
MERCK & CO INC
+$66.0K
14,039
-1%
增持
MU
MICRON TECHNOLOGY INC
-$66.0K
4,374
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$65.0K
33,932
-0%
增持
OMC
OMNICOM GROUP INC
+$64.0K
5,481
+0%
减持
TSLA
TESLA INC
-$59.0K
371
-15%
减持
IWF
ISHARES TR
-$55.0K
891
-10%
减持
D
DOMINION ENERGY INC
+$54.0K
11,472
-2%
减持
SHV
ISHARES TR
-$53.0K
19,136
-2%
减持
FCCO
FIRST CMNTY CORP S C
-$51.0K
74,699
-5%
增持
—
DIANA SHIPPING INC
+$50.0K
21,045
+28%
增持
CMCSA
COMCAST CORP NEW
-$48.0K
13,643
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$47.0K
3,178
+2%
增持
VOO
VANGUARD INDEX FDS
+$45.0K
18,887
+6%
增持
PEP
PEPSICO INC
-$45.0K
7,117
+0%
减持
INFL
LISTED FD TR
-$45.0K
34,265
-10%
建仓
DAKT
DAKTRONICS INC
+$39.0K
10,260
减持
NSC
NORFOLK SOUTHN CORP
-$39.0K
2,242
-2%
减持
AXP
AMERICAN EXPRESS CO
+$38.0K
1,673
-1%
减持
ORCL
ORACLE CORP
-$37.0K
8,080
-0%
减持
CL
COLGATE PALMOLIVE CO
-$36.0K
3,603
-0%
增持
ARW
ARROW ELECTRS INC
-$36.0K
2,400
+0%
增持
—
YELLOWSTONE ACQUISITION CO
+$35.0K
40,000
+33%
增持
HON
HONEYWELL INTL INC
-$33.0K
2,991
+1%
增持
CI
CIGNA CORP NEW
+$32.0K
1,807
+4%
减持
ARMK
ARAMARK
+$31.0K
75,188
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$31.0K
3,347
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$31.0K
1,624
+10%
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
-$29.0K
24,116
+59%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$28.0K
903
+34%
增持
GM
GENERAL MTRS CO
-$28.0K
4,697
+18%
减持
CVS
CVS HEALTH CORP
-$26.0K
11,958
-0%
增持
—
BLACKROCK INC
-$26.0K
393
+10%
增持
GOOGL
ALPHABET INC
-$25.0K
287
+1%
减持
DVN
DEVON ENERGY CORP NEW
+$24.0K
10,451
-22%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$24.0K
1,581
+2%
减持
TFC
TRUIST FINL CORP
-$22.0K
8,492
-1%
增持
CBRE
CBRE GROUP INC
+$21.0K
2,566
+30%
增持
SON
SONOCO PRODS CO
+$20.0K
4,122
+0%
增持
AVGO
BROADCOM INC
+$16.0K
429
+13%
减持
LLY
LILLY ELI & CO
+$15.0K
1,952
-1%
减持
CAH
CARDINAL HEALTH INC
+$13.0K
4,452
-4%
