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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 23
增持 71
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
WK
WORKIVA INC
+$3.8M
52,954
+2509%
减持
VBR
VANGUARD INDEX FDS
-$3.6M
217,207
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.0M
427,479
+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。
增持
VTI
VANGUARD INDEX FDS
-$2.6M
217,815
+1%
增持
AMZN
AMAZON COM INC
-$2.6M
92,206
+1%
增持
STIP
ISHARES TR
+$2.5M
303,160
+6%
增持
VXUS
VANGUARD STAR FDS
+$1.9M
461,065
+1%
增持
AAPL
APPLE INC
-$1.6M
63,684
+1%
清仓
XOP
SPDR SER TR
-$1.3M
0
-100%
减持
VB
VANGUARD INDEX FDS
-$1.2M
24,497
-11%
增持
MSFT
MICROSOFT CORP
-$997.3K
21,648
+0%
减持
NVDA
NVIDIA CORPORATION
-$982.7K
35,897
-1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$947.4K
214,416
+10%
减持
VOO
VANGUARD INDEX FDS
-$927.9K
31,719
-1%
增持
GOOG
ALPHABET INC
-$914.1K
29,573
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$798.6K
5,246
+19%
增持
DFIS
DIMENSIONAL ETF TRUST
+$775.0K
250,831
+8%
增持
UNP
UNION PAC CORP
+$703.1K
84,968
+0%
建仓
CIVI
CIVITAS RESOURCES INC
+$531.1K
15,223
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$500.9K
0
-100%
清仓
—
EVEREST GROUP LTD
-$468.7K
0
-100%
增持
AVDE
AMERICAN CENTY ETF TR
+$417.2K
34,284
+13%
减持
IJS
ISHARES TR
-$375.3K
27,610
-2%
减持
—
EASTERLY GOVT PPTYS INC
-$371.5K
487,726
-0%
增持
IVV
ISHARES TR
-$352.6K
13,649
+0%
增持
KO
COCA COLA CO
+$331.7K
30,660
+2%
建仓
UBER
UBER TECHNOLOGIES INC
+$326.4K
4,480
建仓
AVT
AVNET INC
+$296.4K
6,163
增持
DUK
DUKE ENERGY CORP NEW
+$285.8K
9,381
+18%
清仓
VTRS
VIATRIS INC
-$284.9K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$283.1K
10,030
+5%
增持
LEN
LENNAR CORP
-$282.1K
13,312
+0%
建仓
HSY
HERSHEY CO
+$281.8K
1,648
清仓
VICI
VICI PPTYS INC
-$281.0K
0
-100%
减持
ORCL
ORACLE CORP
-$275.8K
9,783
-1%
减持
MTB
M & T BK CORP
-$266.9K
17,188
-3%
减持
DHR
DANAHER CORPORATION
-$262.8K
5,403
-9%
建仓
PSX
PHILLIPS 66
+$241.5K
1,956
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$240.7K
137,543
+1%
增持
AMGN
AMGEN INC
+$239.0K
3,854
+4%
建仓
—
BUNGE GLOBAL SA
+$231.6K
3,030
建仓
—
INTL GNRL INSURANCE HLDNGS L
+$230.6K
8,764
清仓
NOW
SERVICENOW INC
-$230.0K
0
-100%
建仓
SO
SOUTHERN CO
+$229.7K
2,498
减持
—
SMURFIT WESTROCK PLC
-$225.0K
23,212
-2%
清仓
PYPL
PAYPAL HLDGS INC
-$216.3K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$213.9K
0
-100%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$212.4K
2,882
建仓
TRV
TRAVELERS COMPANIES INC
+$211.6K
800
建仓
FNV
FRANCO NEV CORP
+$208.9K
1,326
建仓
FHI
FEDERATED HERMES INC
+$208.3K
5,108
建仓
WRB
BERKLEY W R CORP
+$207.4K
2,914
建仓
BKNG
BOOKING HOLDINGS INC
+$207.3K
45
建仓
AVDV
AMERICAN CENTY ETF TR
+$207.1K
2,969
建仓
FLR
FLUOR CORP NEW
+$205.9K
5,749
建仓
MCK
MCKESSON CORP
+$205.3K
305
增持
GOOGL
ALPHABET INC
-$205.2K
11,122
+9%
减持
SPY
SPDR S&P 500 ETF TR
-$202.0K
6,396
-1%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$201.5K
405
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$201.4K
23,738
+0%
建仓
HDV
ISHARES TR
+$201.2K
1,661
增持
LLY
ELI LILLY & CO
+$195.2K
2,488
+3%
增持
V
VISA INC
+$192.4K
2,019
+24%
增持
TSLA
TESLA INC
-$182.9K
1,987
+15%
增持
T
AT&T INC
+$180.9K
27,310
+5%
减持
IWM
ISHARES TR
-$178.1K
8,030
-0%
增持
ROP
ROPER TECHNOLOGIES INC
+$177.7K
2,496
+0%
增持
FISV
FISERV INC
+$173.5K
8,566
+2%
增持
CVS
CVS HEALTH CORP
+$170.3K
6,013
+14%
增持
ELV
ELEVANCE HEALTH INC
+$168.2K
854
+55%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$166.8K
26,780
-1%
减持
UNM
UNUM GROUP
+$163.6K
20,147
-0%
减持
FCCO
FIRST CMNTY CORP S C
-$160.0K
41,067
-9%
增持
GE
GE AEROSPACE
+$155.0K
2,115
+31%
增持
JPM
JPMORGAN CHASE & CO.
+$154.3K
21,505
+1%
增持
ABBV
ABBVIE INC
+$144.9K
2,520
+17%
增持
DE
DEERE & CO
+$144.7K
2,928
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$141.0K
39,945
+26%
增持
UAL
UNITED AIRLS HLDGS INC
-$137.9K
5,372
+3%
减持
SCHX
SCHWAB STRATEGIC TR
-$135.5K
63,362
-4%
增持
—
CHUBB LIMITED
+$131.3K
1,723
+22%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$125.1K
3,402
+4%
减持
META
META PLATFORMS INC
-$124.9K
3,865
-4%
减持
HD
HOME DEPOT INC
-$122.7K
3,329
-4%
增持
PGR
PROGRESSIVE CORP
+$121.6K
1,660
+14%
增持
SCZ
ISHARES TR
+$119.7K
40,887
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$116.4K
16,002
+5%
增持
EEM
ISHARES TR
+$113.3K
59,635
+0%
减持
CVX
CHEVRON CORP NEW
-$110.8K
3,729
-26%
减持
CMCSA
COMCAST CORP NEW
-$108.6K
8,406
-25%
减持
GM
GENERAL MTRS CO
-$105.0K
10,536
-7%
减持
PWR
QUANTA SVCS INC
-$103.0K
1,527
-2%
增持
PM
PHILIP MORRIS INTL INC
+$102.5K
1,935
+14%
增持
MA
MASTERCARD INCORPORATED
+$100.7K
616
+37%
减持
INFL
LISTED FD TR
+$98.4K
38,876
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$98.2K
31,260
-0%
增持
RTX
RTX CORPORATION
+$97.9K
2,868
+18%
减持
VTV
VANGUARD INDEX FDS
+$96.2K
33,027
-0%
减持
CI
THE CIGNA GROUP
+$95.9K
1,856
-0%
增持
HCA
HCA HEALTHCARE INC
+$94.1K
1,160
+14%
增持
MCD
MCDONALDS CORP
+$93.4K
3,650
+1%
建仓
DHC
DIVERSIFIED HEALTHCARE TR
+$92.3K
38,461
增持
MRK
MERCK & CO INC
+$90.4K
14,335
+19%
增持
COST
COSTCO WHSL CORP NEW
+$88.9K
2,237
+1%
增持
CSCO
CISCO SYS INC
+$87.4K
11,485
+9%
建仓
—
HERBALIFE LTD
+$86.4K
100,000
增持
CAH
CARDINAL HEALTH INC
+$85.9K
4,337
+0%
建仓
SGMT
SAGIMET BIOSCIENCES INC
+$85.2K
26,149
增持
ABT
ABBOTT LABS
+$82.1K
3,881
+1%
增持
MPC
MARATHON PETE CORP
+$81.4K
3,636
+13%
减持
QQQ
INVESCO QQQ TR
-$79.7K
1,087
-6%
增持
WCC
WESCO INTL INC
-$79.0K
3,092
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$77.9K
3,722
+4%
减持
VV
VANGUARD INDEX FDS
-$76.7K
3,777
-3%
减持
SCHO
SCHWAB STRATEGIC TR
+$76.3K
309,119
-0%
减持
R
RYDER SYS INC
-$73.4K
3,508
-5%
增持
SHEL
SHELL PLC
+$70.7K
5,263
+5%
减持
DSMC
ETF SER SOLUTIONS
-$63.7K
6,564
-15%
减持
EW
EDWARDS LIFESCIENCES CORP
-$63.2K
40,195
-0%
减持
BAX
BAXTER INTL INC
+$61.7K
14,614
-3%
增持
APO
APOLLO GLOBAL MGMT INC
-$61.0K
2,956
+5%
增持
CME
CME GROUP INC
+$60.4K
1,610
+2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$59.6K
10,723
+23%
减持
SCHA
SCHWAB STRATEGIC TR
-$59.1K
16,238
-4%
增持
WFC
WELLS FARGO CO NEW
+$59.0K
5,787
+14%
增持
SUSA
ISHARES TR
-$58.7K
8,783
+0%
减持
COP
CONOCOPHILLIPS
-$58.5K
1,976
-26%
减持
HPQ
HP INC
-$57.3K
9,796
-3%
清仓
ZVIA
ZEVIA PBC
-$57.2K
0
-100%
减持
CDW
CDW CORP
-$54.7K
3,398
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$54.6K
20,598
-12%
增持
NFLX
NETFLIX INC
+$53.1K
597
+6%
减持
CHD
CHURCH & DWIGHT CO INC
+$52.2K
10,457
-0%
减持
SCHC
SCHWAB STRATEGIC TR
+$52.2K
54,067
-2%
增持
CAT
CATERPILLAR INC
+$51.6K
3,343
+15%
增持
DFAE
DIMENSIONAL ETF TRUST
+$51.5K
13,745
+15%
增持
DIS
DISNEY WALT CO
-$50.6K
7,819
+6%
清仓
SPWH
SPORTSMANS WHSE HLDGS INC
-$50.4K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$50.1K
1,642
-11%
减持
COO
COOPER COS INC
-$49.4K
5,625
-1%
增持
JBL
JABIL INC
+$49.0K
2,084
+28%
减持
INTC
INTEL CORP
+$47.1K
18,504
-1%
建仓
AMC
AMC ENTMT HLDGS INC
+$47.0K
16,393
增持
DSTL
ETF SER SOLUTIONS
+$45.8K
1,427,217
+1%
增持
TGT
TARGET CORP
-$45.5K
1,930
+6%
增持
—
AON PLC
+$45.4K
1,030
+1%
增持
—
EATON CORP PLC
-$45.2K
1,190
+7%
清仓
NUVB
NUVATION BIO INC
-$44.2K
0
-100%
减持
JLL
JONES LANG LASALLE INC
-$43.6K
2,668
-4%
减持
INTU
INTUIT
-$42.9K
2,827
-0%
