小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 12
增持 37
减持 75
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$12.6M
114,425
+190%
增持
AMZN
AMAZON COM INC
-$7.8M
136,941
+1894%
增持
DSTL
ETF SER SOLUTIONS
+$6.4M
709,972
+50%
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
AAPL
APPLE INC
-$4.7M
127,659
+1%
减持
VXUS
VANGUARD STAR FDS
-$3.1M
385,623
-0%
增持
VTV
VANGUARD INDEX FDS
+$3.0M
43,284
+133%
减持
VB
VANGUARD INDEX FDS
-$2.5M
38,210
-12%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
28,880
+53%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$2.0M
154,521
+74%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$1.6M
76,966
增持
VBR
VANGUARD INDEX FDS
-$1.5M
162,204
+11%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.3M
116,760
-13%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.2M
248,082
-8%
减持
IVV
ISHARES TR
-$1.0M
13,295
-1%
减持
EEM
ISHARES TR
-$1.0M
92,564
-12%
增持
GOOG
ALPHABET INC
-$904.0K
1,654
+2%
增持
MSFT
MICROSOFT CORP
-$848.0K
19,547
+3%
清仓
AVUS
AMERICAN CENTY ETF TR
-$756.0K
0
-100%
增持
INFL
LISTED FD TR
+$711.0K
64,905
+89%
减持
VNQ
VANGUARD INDEX FDS
-$668.0K
2,931
-66%
减持
RWO
SPDR INDEX SHS FDS
-$623.0K
42,126
-8%
减持
AGG
ISHARES TR
-$618.0K
2,462
-70%
减持
IWM
ISHARES TR
-$615.0K
15,301
-2%
减持
EFA
ISHARES TR
-$586.0K
34,717
-7%
减持
SCHC
SCHWAB STRATEGIC TR
-$546.0K
51,706
-9%
减持
ARMK
ARAMARK
-$534.0K
74,868
-0%
减持
SCHA
SCHWAB STRATEGIC TR
-$480.0K
15,154
-33%
减持
SPY
SPDR S&P 500 ETF TR
-$475.0K
6,379
-0%
减持
DIS
DISNEY WALT CO
-$473.0K
10,390
-2%
清仓
OMC
OMNICOM GROUP INC
-$465.0K
0
-100%
清仓
EBAY
EBAY INC.
-$456.0K
0
-100%
减持
TGT
TARGET CORP
-$448.0K
4,307
-13%
建仓
PCH
POTLATCHDELTIC CORPORATION
+$441.0K
9,988
增持
JPM
JPMORGAN CHASE & CO
-$424.0K
21,361
+3%
清仓
OGN
ORGANON & CO
-$418.0K
0
-100%
减持
AVEM
AMERICAN CENTY ETF TR
-$411.0K
5,889
-51%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$411.0K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$384.0K
32,096
-5%
建仓
NRG
NRG ENERGY INC
+$383.0K
10,035
增持
BAC
BK OF AMERICA CORP
-$381.0K
39,326
+1%
减持
MTB
M & T BK CORP
-$374.0K
18,221
-6%
增持
SCZ
ISHARES TR
-$369.0K
46,709
+6%
减持
AVDE
AMERICAN CENTY ETF TR
-$364.0K
15,723
-19%
建仓
R
RYDER SYS INC
+$359.0K
5,050
减持
INTC
INTEL CORP
-$356.0K
27,149
-2%
清仓
IJR
ISHARES TR
-$339.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$319.0K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$318.0K
30,968
-4%
减持
CIVI
CIVITAS RESOURCES INC
-$315.0K
5,400
-46%
增持
DE
DEERE & CO
-$315.0K
2,785
+1%
减持
EOG
EOG RES INC
-$313.0K
3,778
-38%
减持
META
META PLATFORMS INC
-$312.0K
4,907
-1%
减持
BND
VANGUARD BD INDEX FDS
-$310.0K
4,338
-46%
减持
SCHF
SCHWAB STRATEGIC TR
-$303.0K
44,704
-4%
清仓
ORI
OLD REP INTL CORP
-$299.0K
0
-100%
清仓
AVRE
AMERICAN CENTY ETF TR
-$293.0K
0
-100%
减持
DVN
DEVON ENERGY CORP NEW
-$283.0K
6,080
-42%
清仓
IEMG
ISHARES INC
-$279.0K
0
-100%
减持
INTU
INTUIT
-$276.0K
2,690
-2%
建仓
CTRA
COTERRA ENERGY INC
+$270.0K
10,474
清仓
AVGO
BROADCOM INC
-$270.0K
0
-100%
减持
QVAL
ALPHA ARCHITECT ETF TR
-$265.0K
8,069
-42%
清仓
NKE
NIKE INC
-$262.0K
0
-100%
清仓
BA
BOEING CO
-$256.0K
0
-100%
清仓
HCA
HCA HEALTHCARE INC
-$250.0K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$249.0K
0
-100%
减持
FCCO
FIRST CMNTY CORP S C
-$247.0K
69,755
-7%
清仓
IWF
ISHARES TR
-$247.0K
0
-100%
建仓
—
CONTINENTAL RES INC
+$245.0K
3,756
减持
CSCO
CISCO SYS INC
-$238.0K
15,937
-3%
清仓
CBRE
CBRE GROUP INC
-$235.0K
0
-100%
建仓
SHEL
SHELL PLC
+$232.0K
4,428
清仓
DELL
DELL TECHNOLOGIES INC
-$230.0K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$230.0K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$228.0K
531
建仓
AMKR
AMKOR TECHNOLOGY INC
+$228.0K
13,471
清仓
MO
ALTRIA GROUP INC
-$227.0K
0
-100%
减持
DHR
DANAHER CORPORATION
-$225.0K
5,058
-2%
减持
COST
COSTCO WHSL CORP NEW
-$221.0K
2,069
-2%
清仓
EMR
EMERSON ELEC CO
-$216.0K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$211.0K
0
-100%
增持
IWB
ISHARES TR
-$210.0K
5,516
+2%
清仓
WFC
WELLS FARGO CO NEW
-$205.0K
0
-100%
清仓
BOKF
BOK FINL CORP
-$205.0K
0
-100%
清仓
GM
GENERAL MTRS CO
-$205.0K
0
-100%
建仓
VTRS
VIATRIS INC
+$204.0K
19,498
减持
CMCSA
COMCAST CORP NEW
-$185.0K
11,571
-15%
减持
SCHE
SCHWAB STRATEGIC TR
-$175.0K
30,239
-11%
增持
WMT
WALMART INC
-$164.0K
7,096
+3%
增持
EXE
CHESAPEAKE ENERGY CORP
+$156.0K
4,500
+88%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$156.0K
29,656
-10%
减持
LEN
LENNAR CORP
-$155.0K
12,988
-2%
减持
ORCL
ORACLE CORP
-$147.0K
7,455
-8%
减持
NSC
NORFOLK SOUTHN CORP
-$137.0K
2,212
-1%
减持
CAT
CATERPILLAR INC
-$136.0K
3,057
-0%
建仓
—
YAMANA GOLD INC
+$132.0K
28,343
增持
IJS
ISHARES TR
+$130.0K
46,503
+19%
减持
NEE
NEXTERA ENERGY INC
-$130.0K
17,970
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$130.0K
9,715
-21%
增持
ROP
ROPER TECHNOLOGIES INC
-$128.0K
2,293
+5%
减持
—
COOPER COS INC
-$128.0K
1,225
-0%
减持
F
FORD MTR CO DEL
-$118.0K
10,701
-24%
减持
T
AT&T INC
-$118.0K
35,184
-3%
减持
BOND
PIMCO ETF TR
-$117.0K
5,149
-14%
减持
MET
METLIFE INC
-$116.0K
12,782
-2%
减持
JNJ
JOHNSON & JOHNSON
-$114.0K
9,100
-7%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$109.0K
6,501
+48%
增持
GOOGL
ALPHABET INC
-$107.0K
317
+10%
减持
BRT
BRT APARTMENTS CORP
-$103.0K
17,500
-13%
减持
TFC
TRUIST FINL CORP
-$94.0K
8,156
-4%
增持
MU
MICRON TECHNOLOGY INC
-$93.0K
4,493
+3%
增持
TSLA
TESLA INC
-$88.0K
464
+25%
减持
HPQ
HP INC
-$85.0K
15,975
-5%
减持
CHD
CHURCH & DWIGHT CO INC
-$82.0K
9,625
-2%
减持
MMM
3M CO
-$80.0K
1,692
-16%
增持
IWR
ISHARES TR
-$80.0K
6,010
+0%
减持
VO
VANGUARD INDEX FDS
-$77.0K
1,034
-12%
减持
WCC
WESCO INTL INC
-$67.0K
2,878
-0%
增持
JLL
JONES LANG LASALLE INC
+$66.0K
3,383
+54%
减持
ALL
ALLSTATE CORP
-$66.0K
3,447
-5%
减持
CDW
CDW CORP
-$66.0K
3,063
-0%
减持
BSM
BLACK STONE MINERALS L P
-$65.0K
10,000
-33%
减持
D
DOMINION ENERGY INC
-$64.0K
11,413
-1%
减持
EL
LAUDER ESTEE COS INC
-$62.0K
2,634
-2%
减持
UNM
UNUM GROUP
+$62.0K
24,777
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$60.0K
3,367
+1%
清仓
—
YELLOWSTONE ACQUISITION CO
-$60.0K
0
-100%
减持
BPOP
POPULAR INC
-$58.0K
7,789
-3%
减持
MCO
MOODYS CORP
-$58.0K
876
-0%
减持
QCOM
QUALCOMM INC
-$58.0K
2,123
-2%
增持
—
BLACKROCK INC
-$58.0K
397
+1%
减持
TXN
TEXAS INSTRS INC
-$55.0K
1,731
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$52.0K
9,819
+2%
增持
SCHV
SCHWAB STRATEGIC TR
-$50.0K
6,579
+2%
减持
CME
CME GROUP INC
-$50.0K
1,406
-1%
减持
ABBV
ABBVIE INC
-$48.0K
1,764
-10%
减持
MRK
MERCK & CO INC
+$48.0K
13,167
-6%
建仓
HL
HECLA MNG CO
+$46.0K
11,655
增持
CVS
CVS HEALTH CORP
-$46.0K
12,566
+5%
增持
PEP
PEPSICO INC
+$45.0K
7,414
+4%
减持
ARW
ARROW ELECTRS INC
-$45.0K
2,139
-11%
减持
—
ARCONIC CORPORATION
-$43.0K
7,908
-23%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$40.0K
2,563
-17%
增持
PG
PROCTER AND GAMBLE CO
-$39.0K
5,564
+1%
减持
HD
HOME DEPOT INC
-$39.0K
1,305
-2%
增持
COP
CONOCOPHILLIPS
-$33.0K
3,923
+2%
减持
LLY
LILLY ELI & CO
+$33.0K
1,827
-6%
增持
DUK
DUKE ENERGY CORP NEW
-$32.0K
8,472
+1%
增持
KMI
KINDER MORGAN INC DEL
-$32.0K
21,755
+4%
增持
MCD
MCDONALDS CORP
+$31.0K
4,984
+3%