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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 19
增持 79
减持 36
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
DSTL
ETF SER SOLUTIONS
+$10.6M
1,345,657
+5%
增持
VBR
VANGUARD INDEX FDS
+$8.0M
217,057
+11%
减持
AMZN
AMAZON COM INC
-$8.0M
91,443
-29%
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
VEA
VANGUARD TAX-MANAGED FDS
+$5.6M
392,793
+29%
增持
STIP
ISHARES TR
+$2.4M
262,984
+8%
增持
AAPL
APPLE INC
+$2.0M
62,490
+5%
减持
VTI
VANGUARD INDEX FDS
+$1.9M
208,467
-2%
减持
VXUS
VANGUARD STAR FDS
+$1.9M
458,858
-0%
增持
UNP
UNION PAC CORP
+$1.8M
84,941
+0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.6M
204,132
+31%
清仓
—
WESTROCK CO
-$1.2M
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP
-$998.9K
40,067
+2%
增持
MSFT
MICROSOFT CORP
+$914.9K
21,393
+15%
增持
DFAW
DIMENSIONAL ETF TRUST
+$896.6K
187,839
+1%
减持
INTC
INTEL CORP
-$730.5K
20,501
-48%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$714.9K
128,063
+4%
增持
NVDA
NVIDIA CORPORATION
+$632.7K
33,929
+20%
增持
—
EASTERLY GOVT PPTYS INC
+$596.0K
488,338
+0%
增持
LEN
LENNAR CORP
+$592.3K
13,263
+5%
清仓
NOW
SERVICENOW INC
-$566.4K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$564.5K
32,144
-2%
增持
MTB
M & T BK CORP
+$481.9K
17,793
+0%
清仓
PSX
PHILLIPS 66
-$480.3K
0
-100%
清仓
GEV
GE VERNOVA LLC
-$462.7K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$444.3K
2,535
+24%
减持
VB
VANGUARD INDEX FDS
+$431.8K
28,082
-2%
增持
IVV
ISHARES TR
+$417.9K
13,624
+0%
减持
VTV
VANGUARD INDEX FDS
+$412.1K
33,158
-1%
建仓
DISV
DIMENSIONAL ETF TRUST
+$406.0K
13,973
增持
JNJ
JOHNSON & JOHNSON
+$397.8K
10,580
+17%
增持
FISV
FISERV INC
+$393.0K
8,364
+12%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$365.0K
0
-100%
增持
HD
HOME DEPOT INC
+$361.3K
3,324
+16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$358.6K
4,395
+7%
建仓
CIVI
CIVITAS RESOURCES INC
+$349.9K
6,905
增持
JPM
JPMORGAN CHASE & CO.
+$343.1K
21,349
+4%
增持
META
META PLATFORMS INC
+$340.9K
4,044
+3%
建仓
PGR
PROGRESSIVE CORP
+$318.7K
1,256
清仓
GS
GOLDMAN SACHS GROUP INC
-$311.6K
0
-100%
减持
IJS
ISHARES TR
+$301.6K
29,557
-0%
增持
LOW
LOWES COS INC
+$299.0K
3,177
+25%
增持
DHR
DANAHER CORPORATION
+$291.4K
5,937
+9%
清仓
SNA
SNAP ON INC
-$279.2K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$269.1K
6,448
+2%
增持
SCHO
SCHWAB STRATEGIC TR
+$267.8K
160,201
+2%
增持
NEE
NEXTERA ENERGY INC
+$256.8K
14,179
+7%
清仓
PBF
PBF ENERGY INC
-$252.5K
0
-100%
建仓
MMM
3M CO
+$252.2K
1,845
增持
WMT
WALMART INC
+$248.9K
16,456
+3%
增持
MCD
MCDONALDS CORP
+$238.7K
3,568
+7%
建仓
—
SOUTHSTATE CORPORATION
+$233.1K
2,399
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$232.0K
1,013
清仓
NVO
NOVO-NORDISK A S
-$227.4K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$226.6K
4,439
清仓
FHI
FEDERATED HERMES INC
-$222.7K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$221.0K
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$220.2K
446
建仓
PM
PHILIP MORRIS INTL INC
+$218.9K
1,803
清仓
KMB
KIMBERLY-CLARK CORP
-$218.4K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$217.4K
824
清仓
OVV
OVINTIV INC
-$217.4K
0
-100%
建仓
TRU
TRANSUNION
+$215.9K
2,062
减持
HON
HONEYWELL INTL INC
-$212.0K
3,041
-23%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$211.6K
2,882
建仓
FIS
FIDELITY NATL INFORMATION SV
+$211.5K
2,525
建仓
AMP
AMERIPRISE FINL INC
+$210.5K
448
增持
JLL
JONES LANG LASALLE INC
+$208.9K
2,620
+8%
清仓
FDX
FEDEX CORP
-$207.9K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$207.8K
2,663
建仓
DSMC
ETF SER SOLUTIONS
+$207.0K
5,741
建仓
VLTO
VERALTO CORP
+$206.1K
1,842
增持
T
AT&T INC
+$205.6K
26,266
+35%
减持
SCZ
ISHARES TR
+$203.9K
39,713
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$202.6K
3,271
+9%
增持
—
EXXON MOBIL CORP
+$202.4K
21,646
+7%
增持
COO
COOPER COS INC
+$201.7K
5,711
+16%
增持
TSLA
TESLA INC
+$195.7K
1,723
+34%
减持
EEM
ISHARES TR
+$189.8K
58,505
-0%
减持
AMGN
AMGEN INC
-$188.5K
3,676
-16%
增持
ABBV
ABBVIE INC
+$184.9K
2,212
+51%
减持
MPC
MARATHON PETE CORP
-$178.2K
3,273
-20%
增持
MCO
MOODYS CORP
+$172.4K
1,127
+31%
增持
AVGO
BROADCOM INC
+$172.2K
2,743
+1367%
减持
VTRS
VIATRIS INC
-$170.6K
18,916
-48%
减持
RWO
SPDR INDEX SHS FDS
+$163.6K
33,253
-3%
减持
UNM
UNUM GROUP
+$161.4K
20,232
-1%
增持
MET
METLIFE INC
+$160.1K
12,301
+1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$157.6K
918
+39%
减持
INFL
LISTED FD TR
+$156.2K
38,395
-3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$154.9K
23,865
-16%
增持
DE
DEERE & CO
+$148.4K
2,900
+2%
减持
CMCSA
COMCAST CORP NEW
-$148.1K
10,403
-30%
减持
MRK
MERCK & CO INC
-$146.9K
11,978
-2%
增持
SCHC
SCHWAB STRATEGIC TR
+$146.4K
49,536
+0%
增持
COST
COSTCO WHSL CORP NEW
+$145.3K
2,139
+4%
增持
GOOG
ALPHABET INC
-$143.2K
29,060
+7%
减持
LLY
ELI LILLY & CO
-$142.8K
2,366
-4%
减持
LNWO
LIGHT & WONDER INC
-$142.1K
3,879
-18%
减持
AVDE
AMERICAN CENTY ETF TR
+$141.8K
32,143
-1%
增持
ABT
ABBOTT LABS
+$136.1K
4,273
+26%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$131.5K
2,266
+2%
增持
CME
CME GROUP INC
+$119.5K
1,593
+35%
减持
CAT
CATERPILLAR INC
+$116.5K
2,869
-5%
增持
CHD
CHURCH & DWIGHT CO INC
+$116.0K
10,496
+11%
增持
ESGV
VANGUARD WORLD FD
+$116.0K
6,048
+17%
减持
ORCL
ORACLE CORP
+$112.6K
9,485
-11%
增持
PG
PROCTER AND GAMBLE CO
+$112.1K
5,437
+8%
减持
DUK
DUKE ENERGY CORP NEW
+$110.0K
7,605
-1%
增持
V
VISA INC
+$107.8K
1,508
+29%
减持
CSCO
CISCO SYS INC
-$104.4K
10,492
-25%
增持
CDW
CDW CORP
+$104.1K
3,445
+14%
增持
HCA
HCA HEALTHCARE INC
+$96.0K
1,044
+2%
减持
BAC
BANK AMERICA CORP
-$94.6K
53,658
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$92.9K
15,958
+6%
增持
—
ASML HOLDING N V
+$92.6K
429
+66%
增持
ROP
ROPER TECHNOLOGIES INC
+$92.0K
2,488
+9%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$91.2K
26,556
-11%
增持
IEMG
ISHARES INC
+$90.2K
18,016
+2%
减持
KO
COCA COLA CO
-$87.6K
29,855
-15%
减持
IWM
ISHARES TR
+$85.7K
8,735
-4%
增持
RTX
RTX CORPORATION
+$83.6K
2,986
+8%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$82.5K
0
-100%
增持
PWR
QUANTA SVCS INC
+$81.9K
1,715
+1%
增持
ALL
ALLSTATE CORP
+$81.4K
2,416
+2%
增持
GE
GE AEROSPACE
+$81.2K
1,753
+12%
增持
—
EVEREST GROUP LTD
+$79.1K
1,011
+22%
减持
SCHF
SCHWAB STRATEGIC TR
+$77.3K
33,982
-1%
增持
CRM
SALESFORCE INC
+$77.0K
1,044
+29%
建仓
—
TELLURIAN INC NEW
+$76.2K
78,702
减持
FCCO
FIRST CMNTY CORP S C
+$75.9K
49,616
-13%
增持
D
DOMINION ENERGY INC
+$73.8K
6,709
+5%
增持
NSC
NORFOLK SOUTHN CORP
+$73.3K
1,945
+2%
增持
BAX
BAXTER INTL INC
+$72.6K
15,014
+1%
增持
NFLX
NETFLIX INC
+$69.8K
559
+15%
增持
—
BLACKROCK INC
+$67.8K
340
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$67.3K
2,262
+21%
增持
—
AON PLC
+$67.0K
1,026
+5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$66.6K
1,368
+5%
减持
CVX
CHEVRON CORP NEW
-$65.7K
5,645
-2%
增持
PEP
PEPSICO INC
+$65.3K
5,853
+4%
增持
AEP
AMERICAN ELEC PWR CO INC
+$64.7K
3,634
+3%
增持
AXP
AMERICAN EXPRESS CO
+$62.9K
1,066
+9%
清仓
—
DIANA SHIPPING INC
-$62.9K
0
-100%
增持
CAH
CARDINAL HEALTH INC
+$60.3K
4,326
+2%
增持
—
CHUBB LIMITED
+$59.8K
1,266
+6%
减持
DOV
DOVER CORP
-$58.4K
1,297
-24%
减持
YUM
YUM BRANDS INC
-$58.3K
1,720
-24%
建仓
SPWH
SPORTSMANS WHSE HLDGS INC
+$54.9K
20,242
增持
MU
MICRON TECHNOLOGY INC
-$54.1K
2,849
+7%
增持
SUSA
ISHARES TR
+$53.7K
6,658
+0%
