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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 8
增持 54
减持 64
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.2M
156,453
+23%
增持
VTI
VANGUARD INDEX FDS
+$3.7M
140,833
+23%
减持
UNP
UNION PAC CORP
-$1.8M
94,244
-0%
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
VXUS
VANGUARD STAR FDS
-$1.5M
401,679
+4%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.2M
141,667
-8%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.1M
103,340
-11%
增持
VNQ
VANGUARD INDEX FDS
+$1.1M
16,643
+468%
增持
VTV
VANGUARD INDEX FDS
+$983.0K
54,183
+25%
增持
AMZN
AMAZON COM INC
+$931.0K
136,956
+0%
增持
VBR
VANGUARD INDEX FDS
+$755.0K
174,731
+8%
减持
VB
VANGUARD INDEX FDS
-$723.0K
35,141
-8%
减持
IJS
ISHARES TR
-$642.0K
42,420
-9%
减持
EEM
ISHARES TR
-$583.0K
89,708
-3%
建仓
SLAB
SILICON LABORATORIES INC
+$533.0K
4,320
减持
D
DOMINION ENERGY INC
-$510.0K
5,799
-49%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$509.0K
42,879
减持
MSFT
MICROSOFT CORP
-$479.0K
19,500
-0%
减持
SCHO
SCHWAB STRATEGIC TR
-$454.0K
243,445
-2%
增持
GOOG
ALPHABET INC
-$447.0K
32,976
+1894%
减持
T
AT&T INC
-$443.0K
19,191
-45%
清仓
PCH
POTLATCHDELTIC CORPORATION
-$441.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$430.0K
3,467
-30%
建仓
SHY
ISHARES TR
+$421.0K
5,186
减持
EFA
ISHARES TR
-$403.0K
31,533
-9%
清仓
IWR
ISHARES TR
-$389.0K
0
-100%
减持
INTC
INTEL CORP
-$383.0K
24,563
-10%
清仓
NRG
NRG ENERGY INC
-$383.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$373.0K
29,378
+2%
增持
SCZ
ISHARES TR
+$340.0K
59,249
+27%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$336.0K
16,460
清仓
BND
VANGUARD BD INDEX FDS
-$326.0K
0
-100%
减持
JLL
JONES LANG LASALLE INC
-$322.0K
1,787
-47%
增持
AVDE
AMERICAN CENTY ETF TR
+$314.0K
24,433
+55%
清仓
AVEM
AMERICAN CENTY ETF TR
-$306.0K
0
-100%
减持
RWO
SPDR INDEX SHS FDS
-$297.0K
40,382
-4%
清仓
SO
SOUTHERN CO
-$295.0K
0
-100%
减持
IVV
ISHARES TR
-$280.0K
13,275
-0%
建仓
PSX
PHILLIPS 66
+$277.0K
3,430
减持
HPQ
HP INC
-$272.0K
10,131
-37%
清仓
ABBV
ABBVIE INC
-$270.0K
0
-100%
减持
DFIS
DIMENSIONAL ETF TRUST
-$269.0K
72,193
-6%
清仓
CL
COLGATE PALMOLIVE CO
-$257.0K
0
-100%
清仓
ALLY
ALLY FINL INC
-$252.0K
0
-100%
清仓
—
BLACKROCK INC
-$242.0K
0
-100%
清仓
QVAL
ALPHA ARCHITECT ETF TR
-$241.0K
0
-100%
减持
META
META PLATFORMS INC
-$240.0K
4,064
-17%
清仓
ARW
ARROW ELECTRS INC
-$240.0K
0
-100%
建仓
LPX
LOUISIANA PAC CORP
+$233.0K
4,544
减持
MRK
MERCK & CO INC
-$232.0K
11,237
-15%
清仓
AXP
AMERICAN EXPRESS CO
-$232.0K
0
-100%
减持
IWB
ISHARES TR
-$230.0K
4,643
-16%
清仓
LMT
LOCKHEED MARTIN CORP
-$228.0K
0
-100%
清仓
AMKR
AMKOR TECHNOLOGY INC
-$228.0K
0
-100%
减持
KO
COCA COLA CO
-$224.0K
32,276
-0%
减持
JPM
JPMORGAN CHASE & CO
-$224.0K
20,869
-2%
清仓
—
ARCONIC CORPORATION
-$222.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$221.0K
4,588
-18%
清仓
MMM
3M CO
-$219.0K
0
-100%
清仓
XRAY
DENTSPLY SIRONA INC
-$216.0K
0
-100%
减持
CHD
CHURCH & DWIGHT CO INC
-$212.0K
9,517
-1%
清仓
VO
VANGUARD INDEX FDS
-$204.0K
0
-100%
清仓
VTRS
VIATRIS INC
-$204.0K
0
-100%
清仓
APO
APOLLO GLOBAL MGMT INC
-$204.0K
0
-100%
建仓
HIW
HIGHWOODS PPTYS INC
+$203.0K
7,524
增持
PFE
PFIZER INC
-$200.0K
26,736
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$194.0K
6,909
+14%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$192.0K
30,555
-1%
减持
NVDA
NVIDIA CORPORATION
-$186.0K
5,288
-3%
减持
DUK
DUKE ENERGY CORP NEW
-$186.0K
7,757
-8%
减持
JNJ
JOHNSON & JOHNSON
-$186.0K
8,745
-4%
减持
IWM
ISHARES TR
-$173.0K
14,660
-4%
增持
DSTL
ETF SER SOLUTIONS
+$164.0K
749,444
+6%
增持
SCHC
SCHWAB STRATEGIC TR
-$157.0K
52,534
+2%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$143.0K
5,226
-20%
减持
FCCO
FIRST CMNTY CORP S C
-$138.0K
68,533
-2%
减持
WMT
WALMART INC
-$138.0K
5,589
-21%
清仓
PFD
FLAHERTY & CRUMRINE PFD INCO
-$138.0K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
-$133.0K
45,252
+1%
清仓
F
FORD MTR CO DEL
-$119.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$111.0K
11,710
+1%
增持
EXE
CHESAPEAKE ENERGY CORP
+$106.0K
5,000
+11%
减持
R
RYDER SYS INC
-$104.0K
3,378
-33%
减持
UPS
UNITED PARCEL SERVICE INC
-$96.0K
1,676
-17%
增持
GOOGL
ALPHABET INC
-$91.0K
6,269
+1878%
增持
LOW
LOWES COS INC
+$91.0K
2,950
+11%
增持
SCHE
SCHWAB STRATEGIC TR
-$86.0K
30,406
+1%
建仓
—
BROADMARK RLTY CAP INC
+$83.0K
16,174
减持
CAT
CATERPILLAR INC
-$83.0K
2,822
-8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$79.0K
2,384
-7%
增持
—
EXXON MOBIL CORP
+$75.0K
21,112
+2%
减持
ORCL
ORACLE CORP
-$75.0K
7,297
-2%
减持
CME
CME GROUP INC
-$75.0K
1,202
-15%
增持
COP
CONOCOPHILLIPS
+$71.0K
4,136
+5%
增持
TSLA
TESLA INC
+$70.0K
1,439
+210%
清仓
ACCO
ACCO BRANDS CORP
-$67.0K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
-$63.0K
32,352
+1%
增持
CIVI
CIVITAS RESOURCES INC
+$62.0K
6,000
+11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$62.0K
3,117
-7%
减持
NEE
NEXTERA ENERGY INC
-$56.0K
17,044
-5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$53.0K
1,700
+8%
减持
BPOP
POPULAR INC
-$51.0K
7,608
-2%
减持
CAH
CARDINAL HEALTH INC
+$50.0K
4,249
-5%
增持
INFL
LISTED FD TR
+$50.0K
68,348
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$47.0K
9,979
+2%
减持
V
VISA INC
-$44.0K
1,430
-6%
减持
ALL
ALLSTATE CORP
-$43.0K
3,165
-8%
增持
DIS
DISNEY WALT CO
+$42.0K
10,844
+4%
减持
PEP
PEPSICO INC
-$42.0K
7,314
-1%
减持
LEN
LENNAR CORP
+$41.0K
12,848
-1%
减持
TFC
TRUIST FINL CORP
-$41.0K
7,955
-2%
减持
MU
MICRON TECHNOLOGY INC
-$40.0K
4,145
-8%
减持
TGT
TARGET CORP
-$40.0K
3,827
-11%
增持
NSC
NORFOLK SOUTHN CORP
-$39.0K
2,215
+0%
增持
SFST
SOUTHERN FIRST BANCSHARES
-$38.0K
33,519
+2%
减持
MET
METLIFE INC
-$38.0K
12,580
-2%
减持
DE
DEERE & CO
+$35.0K
2,603
-7%
减持
MPC
MARATHON PETE CORP
+$34.0K
3,200
-7%
增持
—
FLEX LTD
+$34.0K
15,636
+0%
增持
CSCO
CISCO SYS INC
-$34.0K
16,156
+1%
减持
EOG
EOG RES INC
-$33.0K
3,433
-9%
减持
SCHA
SCHWAB STRATEGIC TR
-$32.0K
14,795
-2%
增持
BAC
BK OF AMERICA CORP
-$31.0K
39,496
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
-$30.0K
3,514
+1%
减持
BOND
PIMCO ETF TR
-$30.0K
5,130
-0%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
-$29.0K
30,420
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$29.0K
13,756
+42%
增持
QCOM
QUALCOMM INC
-$29.0K
2,145
+1%
减持
DVN
DEVON ENERGY CORP NEW
+$28.0K
6,030
-1%
增持
AGG
ISHARES TR
+$26.0K
2,869
+17%
增持
CI
CIGNA CORP NEW
+$26.0K
1,811
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$26.0K
3,450
+8%
增持
AMGN
AMGEN INC
-$24.0K
4,322
+5%
增持
GD
GENERAL DYNAMICS CORP
+$23.0K
1,177
+14%
减持
COST
COSTCO WHSL CORP NEW
-$20.0K
2,058
-1%
增持
SCHV
SCHWAB STRATEGIC TR
-$19.0K
6,698
+2%
减持
SHV
ISHARES TR
-$17.0K
19,001
-1%
减持
ARMK
ARAMARK
+$16.0K
74,018
-1%
增持
HD
HOME DEPOT INC
+$16.0K
1,355
+4%
减持
CVS
CVS HEALTH CORP
+$16.0K
12,375
-2%
增持
SON
SONOCO PRODS CO
+$15.0K
4,424
+7%
增持
YUM
YUM BRANDS INC
-$15.0K
2,092
+0%
增持
ABT
ABBOTT LABS
-$15.0K
3,750
+8%
减持
NGVT
INGEVITY CORP
-$15.0K
3,880
-2%
增持
SPY
SPDR S&P 500 ETF TR
-$12.0K
6,705
+5%
增持
SHEL
SHELL PLC
-$11.0K
4,432
+0%
增持
CVX
CHEVRON CORP NEW
+$11.0K
5,576
+2%
减持
DHR
DANAHER CORPORATION
+$10.0K
5,003
-1%
减持
LLY
LILLY ELI & CO
-$9.0K
1,802
-1%
增持
HON
HONEYWELL INTL INC
-$7.0K
3,071
+3%
增持
TXN
TEXAS INSTRS INC
+$7.0K
1,763
+2%
