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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 14
增持 53
减持 75
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$8.7M
218,147
+8%
增持
DSTL
ETF SER SOLUTIONS
+$8.0M
1,260,004
+4%
减持
AAPL
APPLE INC
-$4.1M
100,157
-9%
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
AMZN
AMAZON COM INC
+$3.5M
128,442
-1%
增持
VBR
VANGUARD INDEX FDS
+$3.4M
200,772
+3%
增持
STIP
ISHARES TR
+$2.9M
224,274
+14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
285,800
+8%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
2,181
+50%
减持
VOO
VANGUARD INDEX FDS
+$1.1M
32,884
-2%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.0M
179,463
+3%
减持
VXUS
VANGUARD STAR FDS
+$904.6K
438,657
-0%
减持
IVV
ISHARES TR
+$575.1K
13,654
-1%
减持
JPM
JPMORGAN CHASE & CO
+$509.8K
20,304
-3%
增持
META
META PLATFORMS INC
+$503.1K
3,820
+0%
增持
VB
VANGUARD INDEX FDS
+$493.4K
28,884
+1%
减持
MSFT
MICROSOFT CORP
+$451.9K
16,776
-5%
减持
VTV
VANGUARD INDEX FDS
-$445.3K
34,670
-15%
增持
DFIS
DIMENSIONAL ETF TRUST
+$399.5K
153,439
+8%
减持
IWB
ISHARES TR
-$390.0K
1,578
-51%
清仓
AVGO
BROADCOM INC
-$388.9K
0
-100%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$377.3K
0
-100%
增持
ORCL
ORACLE CORP
+$376.1K
9,081
+25%
增持
—
EXXON MOBIL CORP
+$370.7K
19,929
+2%
增持
BAC
BANK AMERICA CORP
+$318.8K
58,769
+4%
减持
LLY
ELI LILLY & CO
+$317.2K
1,877
-4%
清仓
TSLA
TESLA INC
-$316.1K
0
-100%
清仓
IUSV
ISHARES TR
-$297.9K
0
-100%
清仓
SNDR
SCHNEIDER NATIONAL INC
-$293.6K
0
-100%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$293.6K
11,878
减持
CSCO
CISCO SYS INC
-$275.4K
14,557
-27%
减持
GOOG
ALPHABET INC
+$272.9K
26,870
-1%
建仓
AMG
AFFILIATED MANAGERS GROUP IN
+$270.6K
1,616
建仓
RTX
RTX CORPORATION
+$270.1K
2,769
建仓
OVV
OVINTIV INC
+$265.8K
5,122
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$263.8K
3,964
+1%
建仓
UAL
UNITED AIRLS HLDGS INC
+$260.3K
5,436
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$259.9K
129,481
+3%
减持
FCCO
FIRST CMNTY CORP S C
-$250.2K
59,378
-1%
建仓
GE
GENERAL ELECTRIC CO
+$242.9K
1,384
建仓
WFC
WELLS FARGO CO NEW
+$234.7K
4,050
减持
SPY
SPDR S&P 500 ETF TR
+$230.3K
6,282
-2%
建仓
MO
ALTRIA GROUP INC
+$224.2K
5,140
减持
INTC
INTEL CORP
-$212.6K
29,549
-2%
建仓
JBL
JABIL INC
+$207.2K
1,547
建仓
VO
VANGUARD INDEX FDS
+$205.9K
824
建仓
PBF
PBF ENERGY INC
+$204.5K
3,552
清仓
UPS
UNITED PARCEL SERVICE INC
-$202.0K
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$201.7K
158,429
-2%
建仓
KMB
KIMBERLY-CLARK CORP
+$200.5K
1,550
减持
CVX
CHEVRON CORP NEW
-$200.5K
5,859
-22%
减持
MRK
MERCK & CO INC
+$200.2K
11,058
-4%
增持
DHR
DANAHER CORPORATION
+$183.0K
5,399
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$172.8K
1,778
-11%
减持
SFST
SOUTHERN FIRST BANCSHARES
-$171.0K
31,826
-0%
减持
CAT
CATERPILLAR INC
+$170.2K
2,768
-3%
增持
VTRS
VIATRIS INC
+$169.4K
33,257
+58%
增持
KO
COCA COLA CO
+$148.9K
33,166
+4%
增持
JLL
JONES LANG LASALLE INC
+$145.6K
2,155
+48%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$139.8K
9,974
+7%
增持
MET
METLIFE INC
+$129.7K
12,684
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$128.0K
10,419
+22%
增持
CI
THE CIGNA GROUP
+$121.7K
1,844
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$119.7K
10,599
+12%
增持
SUSA
ISHARES TR
+$118.4K
6,495
+11%
减持
IJS
ISHARES TR
-$115.1K
29,661
-3%
减持
COST
COSTCO WHSL CORP NEW
+$107.8K
2,032
-3%
减持
CRM
SALESFORCE INC
-$107.6K
825
-39%
减持
SCHX
SCHWAB STRATEGIC TR
+$105.9K
22,577
-2%
减持
EEM
ISHARES TR
-$99.2K
58,603
-6%
减持
PEP
PEPSICO INC
-$94.9K
5,528
-12%
增持
MU
MICRON TECHNOLOGY INC
+$94.3K
2,731
+2%
减持
WSM
WILLIAMS SONOMA INC
+$92.6K
936
-8%
减持
ADBE
ADOBE INC
-$91.8K
518
-13%
增持
HCA
HCA HEALTHCARE INC
+$87.6K
1,006
+10%
清仓
SPWH
SPORTSMANS WHSE HLDGS INC
-$80.5K
0
-100%
减持
AVDE
AMERICAN CENTY ETF TR
-$78.0K
32,247
-9%
减持
ALL
ALLSTATE CORP
+$77.8K
2,360
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$74.0K
2,968
-1%
减持
MCD
MCDONALDS CORP
-$73.6K
3,288
-3%
减持
JNJ
JOHNSON & JOHNSON
-$72.5K
8,172
-6%
增持
NSC
NORFOLK SOUTHN CORP
+$71.3K
1,925
+9%
增持
INTU
INTUIT
+$70.5K
2,649
+0%
增持
AN
AUTONATION INC
+$67.4K
2,073
+13%
增持
URI
UNITED RENTALS INC
+$64.7K
402
+2%
增持
INFL
LISTED FD TR
+$63.2K
40,336
+2%
减持
SCHF
SCHWAB STRATEGIC TR
+$61.4K
34,505
-1%
增持
AXP
AMERICAN EXPRESS CO
+$55.6K
1,243
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$53.4K
16,405
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$53.0K
1,731
-2%
减持
LOW
LOWES COS INC
+$52.5K
2,531
-5%
减持
DUK
DUKE ENERGY CORP NEW
-$51.9K
7,329
-7%
减持
TFC
TRUIST FINL CORP
-$51.7K
7,916
-19%
增持
ELV
ELEVANCE HEALTH INC
+$48.6K
803
+3%
减持
GOOGL
ALPHABET INC
+$48.4K
8,259
-4%
减持
—
EATON CORP PLC
+$46.4K
837
-6%
增持
FTV
FORTIVE CORP
+$45.7K
3,098
+3%
建仓
—
2U INC
+$44.3K
95,000
增持
WMT
WALMART INC
-$43.6K
14,799
+150%
增持
DFEM
DIMENSIONAL ETF TRUST
+$43.1K
11,302
+15%
减持
IEMG
ISHARES INC
-$41.2K
17,635
-6%
增持
QQQ
INVESCO QQQ TR
+$37.1K
1,071
+0%
减持
NEE
NEXTERA ENERGY INC
+$35.8K
16,501
-2%
减持
ABBV
ABBVIE INC
-$35.3K
1,408
-25%
减持
TXN
TEXAS INSTRS INC
-$34.8K
1,546
-13%
增持
—
COOPER COS INC
+$33.6K
4,900
+300%
增持
COP
CONOCOPHILLIPS
+$32.6K
2,436
+2%
减持
—
AON PLC
+$32.2K
978
-3%
增持
UNP
UNION PAC CORP
+$31.7K
84,816
+0%
减持
IWF
ISHARES TR
+$31.3K
950
-0%
减持
RWO
SPDR INDEX SHS FDS
-$31.1K
34,227
-0%
减持
—
ASML HOLDING N V
+$31.1K
259
-11%
减持
SCHC
SCHWAB STRATEGIC TR
+$30.8K
48,419
-1%
减持
EFA
ISHARES TR
-$29.0K
22,574
-7%
减持
GM
GENERAL MTRS CO
-$28.1K
9,117
-26%
减持
YUM
YUM BRANDS INC
-$27.8K
1,639
-16%
减持
NVO
NOVO-NORDISK A S
-$27.6K
1,659
-29%
增持
SCHV
SCHWAB STRATEGIC TR
+$26.0K
3,476
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$25.2K
2,041
+0%
减持
QCOM
QUALCOMM INC
+$24.7K
1,733
-7%
减持
VUG
VANGUARD INDEX FDS
+$24.3K
756
-0%
建仓
—
SPIRIT AIRLS INC
+$24.0K
50,000
减持
SCZ
ISHARES TR
+$23.9K
40,405
-1%
减持
HON
HONEYWELL INTL INC
-$23.5K
3,117
-1%
清仓
—
TELLURIAN INC NEW
-$23.2K
0
-100%
减持
TGT
TARGET CORP
+$22.9K
1,765
-13%
增持
T
AT&T INC
+$20.0K
20,402
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$19.5K
9,265
+0%
减持
D
DOMINION ENERGY INC
-$19.0K
4,774
-12%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$16.8K
24,001
-3%
减持
DOV
DOVER CORP
-$16.1K
1,231
-19%
减持
PG
PROCTER AND GAMBLE CO
-$15.8K
4,451
-12%
增持
HUM
HUMANA INC
+$15.2K
1,075
+38%
减持
IWM
ISHARES TR
+$14.8K
11,269
-4%
减持
V
VISA INC
-$12.5K
1,085
-10%
增持
SHEL
SHELL PLC
+$12.2K
5,092
+2%
减持
ABT
ABBOTT LABS
-$11.1K
3,376
-6%
减持
UNM
UNUM GROUP
-$10.8K
20,217
-17%
增持
DFSV
DIMENSIONAL ETF TRUST
+$8.9K
8,470
+0%
增持
SON
SONOCO PRODS CO
+$8.6K
4,014
+0%
增持
SHV
ISHARES TR
+$8.2K
19,574
+0%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$7.8K
26,201
-3%
减持
CVS
CVS HEALTH CORP
-$7.4K
9,531
-2%
减持
HD
HOME DEPOT INC
+$7.4K
1,487
-8%
减持
—
BLACKROCK INC
-$6.9K
317
-5%
减持
MCO
MOODYS CORP
-$6.1K
849
-2%
减持
SCHE
SCHWAB STRATEGIC TR
+$6.1K
25,612
-1%
增持
WCC
WESCO INTL INC
-$5.6K
3,097
+0%
减持
HPQ
HP INC
-$5.3K
9,792
-2%
增持
CMCSA
COMCAST CORP NEW
+$4.9K
10,100
+2%
增持
AVRE
AMERICAN CENTY ETF TR
+$4.7K
7,609
+4%
