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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 22
增持 43
减持 77
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
STIP
ISHARES TR
+$19.4M
196,349
增持
DSTL
ETF SER SOLUTIONS
+$10.2M
1,214,499
+9%
增持
VTI
VANGUARD INDEX FDS
+$7.3M
202,137
+6%
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。
建仓
—
EASTERLY GOVT PPTYS INC
+$6.6M
487,726
增持
VBR
VANGUARD INDEX FDS
+$4.4M
195,028
+1%
减持
AMZN
AMAZON COM INC
+$3.1M
129,327
-1%
增持
VXUS
VANGUARD STAR FDS
+$2.3M
440,759
+2%
减持
IJS
ISHARES TR
-$2.3M
30,688
-50%
减持
SCHO
SCHWAB STRATEGIC TR
-$2.3M
161,808
-23%
减持
INFL
LISTED FD TR
-$1.8M
39,724
-60%
减持
UNP
UNION PAC CORP
+$1.7M
84,794
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
265,092
+4%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.5M
174,372
+7%
减持
AAPL
APPLE INC
+$1.5M
110,657
-4%
减持
VOO
VANGUARD INDEX FDS
+$1.2M
33,662
-2%
减持
MSFT
MICROSOFT CORP
+$991.5K
17,567
-1%
减持
VTV
VANGUARD INDEX FDS
-$932.4K
40,747
-20%
增持
DFIS
DIMENSIONAL ETF TRUST
+$756.2K
142,560
+16%
增持
IVV
ISHARES TR
+$673.3K
13,825
+0%
减持
SCZ
ISHARES TR
-$671.8K
40,952
-28%
减持
SHV
ISHARES TR
-$648.3K
19,573
-23%
清仓
BOND
PIMCO ETF TR
-$546.7K
0
-100%
建仓
VSTS
VESTIS CORPORATION
+$544.7K
25,764
减持
—
EXXON MOBIL CORP
-$519.1K
19,462
-7%
建仓
AVUV
AMERICAN CENTY ETF TR
+$512.2K
5,704
减持
JPM
JPMORGAN CHASE & CO
+$511.9K
20,912
-0%
减持
LEN
LENNAR CORP
+$459.9K
12,639
-0%
减持
INTC
INTEL CORP
+$424.0K
30,204
-2%
减持
VTRS
VIATRIS INC
-$401.7K
21,025
-67%
减持
VB
VANGUARD INDEX FDS
+$391.8K
28,638
-5%
清仓
SHY
ISHARES TR
-$384.2K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$383.7K
10,296
-40%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$377.3K
76,843
增持
BAC
BANK AMERICA CORP
+$367.0K
56,719
+1%
建仓
HUM
HUMANA INC
+$357.6K
781
减持
CVX
CHEVRON CORP NEW
-$344.2K
7,540
-13%
减持
SFST
SOUTHERN FIRST BANCSHARES
+$296.0K
31,854
-3%
建仓
ABBV
ABBVIE INC
+$291.6K
1,882
减持
DFEM
DIMENSIONAL ETF TRUST
-$281.5K
9,814
-57%
减持
INTU
INTUIT
+$277.4K
2,642
-2%
清仓
PFF
ISHARES TR
-$271.4K
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
+$269.3K
39,419
-0%
建仓
QCOM
QUALCOMM INC
+$268.7K
1,858
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$266.0K
125,268
+1%
增持
GOOG
ALPHABET INC
+$261.8K
27,094
+0%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$259.4K
1,760
建仓
AVDV
AMERICAN CENTY ETF TR
+$256.8K
4,109
减持
IWB
ISHARES TR
-$246.2K
3,220
-31%
清仓
MO
ALTRIA GROUP INC
-$237.4K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$236.1K
759
减持
FCCO
FIRST CMNTY CORP S C
+$235.3K
59,690
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$231.8K
16,843
+35%
增持
GM
GENERAL MTRS CO
+$229.8K
12,291
+91%
建仓
AXP
AMERICAN EXPRESS CO
+$227.4K
1,214
建仓
URI
UNITED RENTALS INC
+$225.3K
393
建仓
NFLX
NETFLIX INC
+$224.0K
460
建仓
—
ASML HOLDING N V
+$220.3K
291
清仓
VO
VANGUARD INDEX FDS
-$215.3K
0
-100%
建仓
—
EATON CORP PLC
+$215.3K
894
增持
COST
COSTCO WHSL CORP NEW
+$213.1K
2,092
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$213.0K
6,429
-3%
清仓
EOG
EOG RES INC
-$205.7K
0
-100%
减持
IUSV
ISHARES TR
-$204.9K
3,532
-48%
建仓
WSM
WILLIAMS SONOMA INC
+$204.6K
1,014
建仓
MSI
MOTOROLA SOLUTIONS INC
+$203.8K
651
建仓
—
SOUTHSTATE CORPORATION
+$202.6K
2,399
清仓
IJR
ISHARES TR
-$200.7K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$195.1K
8,518
-22%
减持
RWO
SPDR INDEX SHS FDS
-$182.9K
34,243
-22%
减持
MTB
M & T BK CORP
+$181.5K
17,736
-0%
减持
JLL
JONES LANG LASALLE INC
-$167.4K
1,455
-54%
减持
IWM
ISHARES TR
+$159.7K
11,734
-6%
增持
FISV
FISERV INC
+$156.7K
7,407
+1%
减持
NVDA
NVIDIA CORPORATION
-$154.7K
1,455
-28%
增持
ROP
ROPER TECHNOLOGIES INC
+$152.3K
2,286
+1%
增持
ADBE
ADOBE INC
+$141.6K
592
+43%
减持
META
META PLATFORMS INC
+$138.6K
3,819
-5%
增持
SCHC
SCHWAB STRATEGIC TR
+$137.4K
48,799
+1%
减持
AVDE
AMERICAN CENTY ETF TR
+$134.5K
35,305
-2%
减持
BND
VANGUARD BD INDEX FDS
-$128.2K
6,760
-25%
减持
PFE
PFIZER INC
-$128.0K
25,579
-2%
增持
WCC
WESCO INTL INC
+$126.0K
3,083
+8%
减持
SCHX
SCHWAB STRATEGIC TR
+$123.9K
22,966
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$113.5K
24,774
+1%
增持
CRM
SALESFORCE INC
+$112.9K
1,353
+13%
增持
MCD
MCDONALDS CORP
+$112.7K
3,375
+0%
减持
UNM
UNUM GROUP
-$107.0K
24,229
-1%
增持
GOOGL
ALPHABET INC
+$106.4K
8,577
+3%
减持
TGT
TARGET CORP
-$101.6K
2,035
-43%
增持
HON
HONEYWELL INTL INC
+$98.4K
3,163
+3%
增持
KO
COCA COLA CO
+$98.2K
31,905
+0%
减持
DIS
DISNEY WALT CO
-$95.0K
6,604
-23%
增持
HD
HOME DEPOT INC
+$93.0K
1,625
+4%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$92.4K
9,354
+0%
减持
SNDR
SCHNEIDER NATIONAL INC
-$92.4K
11,537
-17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$89.7K
3,013
+5%
建仓
SPWH
SPORTSMANS WHSE HLDGS INC
+$80.5K
18,907
减持
LLY
ELI LILLY & CO
+$79.1K
1,961
-1%
增持
SUSA
ISHARES TR
+$78.8K
5,877
+3%
建仓
—
PELOTON INTERACTIVE INC
+$76.9K
100,000
减持
AMGN
AMGEN INC
+$76.7K
4,360
-1%
减持
AVGO
BROADCOM INC
+$76.3K
348
-7%
减持
SCHF
SCHWAB STRATEGIC TR
+$73.8K
34,767
-3%
减持
TFC
TRUIST FINL CORP
+$70.6K
9,758
-4%
增持
CSCO
CISCO SYS INC
+$70.1K
19,832
+14%
增持
F
FORD MTR CO DEL
+$70.0K
19,543
+44%
减持
EEM
ISHARES TR
+$68.2K
62,338
-3%
增持
DHR
DANAHER CORPORATION
-$67.0K
5,037
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$63.9K
9,472
+2%
增持
—
BLACKROCK INC
+$63.6K
334
+4%
减持
CDW
CDW CORP
+$63.5K
2,998
-2%
减持
MCO
MOODYS CORP
+$62.8K
870
-1%
减持
DE
DEERE & CO
+$60.2K
2,842
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$59.2K
1,999
+1%
增持
V
VISA INC
+$58.2K
1,211
+8%
增持
SCHA
SCHWAB STRATEGIC TR
+$57.9K
9,245
+1%
清仓
—
MICROSTRATEGY INC
-$53.3K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
+$52.1K
7,839
-2%
增持
HPQ
HP INC
+$50.7K
10,010
+3%
减持
GD
GENERAL DYNAMICS CORP
+$47.6K
1,294
-1%
减持
ABT
ABBOTT LABS
+$42.9K
3,587
-1%
增持
AVRE
AMERICAN CENTY ETF TR
+$42.4K
7,320
+0%
减持
—
AON PLC
-$40.7K
1,011
-2%
减持
MET
METLIFE INC
+$36.2K
12,254
-0%
建仓
—
JETBLUE AIRWAYS CORP
+$35.5K
50,000
减持
SCHE
SCHWAB STRATEGIC TR
-$34.0K
25,843
-8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$33.3K
2,040
+1%
减持
PEP
PEPSICO INC
-$30.4K
6,255
-3%
减持
T
AT&T INC
+$29.6K
20,209
-2%
减持
LNWO
LIGHT & WONDER INC
+$29.6K
4,905
-6%
增持
—
CHUBB LIMITED
+$28.3K
1,166
+3%
减持
ELV
ELEVANCE HEALTH INC
-$28.0K
780
-14%
减持
CHD
CHURCH & DWIGHT CO INC
+$26.3K
9,456
-0%
减持
IEMG
ISHARES INC
+$26.3K
18,805
-3%
减持
IWF
ISHARES TR
-$23.2K
953
-19%
减持
CMCSA
COMCAST CORP NEW
-$22.1K
9,874
-4%
减持
NEE
NEXTERA ENERGY INC
+$21.9K
16,773
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$21.4K
1,285
-10%
减持
HCA
HCA HEALTHCARE INC
+$21.0K
916
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$21.0K
3,397
+1%
减持
AEP
AMERICAN ELEC PWR CO INC
+$20.8K
3,480
-0%
减持
CI
THE CIGNA GROUP
+$19.9K
1,830
-1%
减持
JNJ
JOHNSON & JOHNSON
-$19.1K
8,710
-2%
减持
DOV
DOVER CORP
+$19.1K
1,523
-1%
减持
TXN
TEXAS INSTRS INC
+$18.7K
1,784
-1%
增持
SHEL
SHELL PLC
+$18.0K
5,003
+3%
减持
R
RYDER SYS INC
+$17.9K
3,684
-3%
减持
WMT
WALMART INC
-$17.7K
5,925
-0%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$16.6K
26,901
-1%
减持
MRK
MERCK & CO INC
+$14.1K
11,547
-4%
