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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 18
增持 66
减持 62
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
STIP
ISHARES TR
+$13.0M
469,165
+36%
减持
JMTG
J P MORGAN EXCHANGE TRADED F
-$12.4M
665,696
-28%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.3M
554,982
+17%
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
+$5.6M
221,863
+0%
增持
VBR
VANGUARD INDEX FDS
+$4.3M
212,793
+3%
增持
DSTL
ETF SER SOLUTIONS
+$3.7M
1,383,274
+0%
减持
AAPL
APPLE INC
+$2.8M
58,261
-1%
增持
DFIS
DIMENSIONAL ETF TRUST
+$2.5M
333,908
+23%
增持
GOOG
ALPHABET INC
+$2.1M
30,046
+2%
减持
VXUS
VANGUARD STAR FDS
+$1.9M
455,731
-0%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
39,126
+1%
减持
VOO
VANGUARD INDEX FDS
+$1.2M
31,007
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.2M
150,635
+6%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$1.0M
807
-82%
增持
SPY
SPDR S&P 500 ETF TR
+$857.9K
7,134
+13%
增持
IVV
ISHARES TR
+$843.7K
13,964
+2%
增持
GOOGL
ALPHABET INC
+$731.6K
10,804
+0%
增持
ORCL
ORACLE CORP
+$691.9K
10,223
+2%
增持
BAC
BANK AMERICA CORP
+$604.8K
60,474
+14%
增持
IJS
ISHARES TR
+$588.2K
52,957
+0%
增持
DFEM
DIMENSIONAL ETF TRUST
+$588.1K
41,299
+66%
增持
UNP
UNION PAC CORP
+$539.2K
84,919
+0%
减持
VTV
VANGUARD INDEX FDS
+$527.2K
57,863
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$523.0K
21,340
-0%
减持
MSFT
MICROSOFT CORP
+$380.3K
21,349
-1%
减持
FISV
FISERV INC
-$374.0K
8,359
-1%
减持
JNJ
JOHNSON & JOHNSON
+$338.2K
10,459
-0%
增持
AVGO
BROADCOM INC
+$316.5K
3,693
+13%
建仓
APP
APPLOVIN CORP
+$307.5K
428
增持
CAT
CATERPILLAR INC
+$293.8K
3,214
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$293.7K
12,674
+12%
建仓
IGSB
ISHARES TR
+$284.3K
5,360
清仓
URI
UNITED RENTALS INC
-$283.2K
0
-100%
增持
INTU
INTUIT
-$281.8K
2,894
+1%
减持
VB
VANGUARD INDEX FDS
+$281.0K
22,811
-2%
增持
INFL
LISTED FDS TR
+$277.9K
50,887
+7%
建仓
OUNZ
VANECK MERK GOLD ETF
+$270.5K
7,274
减持
EEM
ISHARES TR
+$266.6K
58,156
-1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$265.8K
1,457
增持
TSLA
TESLA INC
+$254.8K
1,825
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$251.0K
5,430
+6%
清仓
—
BUNGE GLOBAL SA
-$248.5K
0
-100%
建仓
BIIB
BIOGEN INC
+$229.9K
1,641
减持
NKE
NIKE INC
-$227.8K
3,972
-44%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$227.6K
648
建仓
SSB
SOUTHSTATE BK CORP
+$226.0K
2,286
建仓
MRCY
MERCURY SYS INC
+$224.8K
2,904
建仓
SLV
ISHARES SILVER TR
+$223.0K
5,262
建仓
—
ANGLOGOLD ASHANTI PLC
+$221.5K
3,150
清仓
SKWD
SKYWARD SPECIALTY INS GROUP
-$217.1K
0
-100%
建仓
NGVT
INGEVITY CORP
+$213.2K
3,863
增持
SCHV
SCHWAB STRATEGIC TR
+$212.0K
16,839
+67%
建仓
WELL
WELLTOWER INC
+$207.5K
1,165
建仓
—
FLEX LTD
+$206.3K
3,558
增持
LEN
LENNAR CORP
+$203.6K
13,154
+0%
建仓
HDV
ISHARES TR
+$203.4K
1,661
建仓
XLK
SELECT SECTOR SPDR TR
+$202.4K
718
增持
SCHX
SCHWAB STRATEGIC TR
+$202.3K
66,319
+5%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$202.1K
4,145
+16%
建仓
NULV
NUSHARES ETF TR
+$201.1K
4,589
减持
ROP
ROPER TECHNOLOGIES INC
-$200.2K
2,438
-2%
减持
ABT
ABBOTT LABS
-$198.1K
2,400
-37%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$196.4K
32,052
+3%
减持
COST
COSTCO WHSL CORP NEW
-$182.1K
2,231
-2%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$178.0K
628
-36%
增持
HD
HOME DEPOT INC
+$177.4K
3,553
+3%
增持
IEMG
ISHARES INC
+$176.7K
19,156
+6%
增持
AVUV
AMERICAN CENTY ETF TR
+$168.2K
19,101
+0%
减持
SCHC
SCHWAB STRATEGIC TR
+$151.2K
55,290
-0%
增持
PEP
PEPSICO INC
+$147.8K
6,654
+12%
减持
DE
DEERE & CO
-$146.6K
2,832
-0%
建仓
PRME
PRIME MEDICINE INC
+$139.5K
25,188
减持
SCHB
SCHWAB STRATEGIC TR
+$139.2K
86,429
-1%
增持
SCHO
SCHWAB STRATEGIC TR
+$128.9K
312,329
+2%
增持
MMM
3M CO
+$120.5K
2,165
+53%
减持
JLL
JONES LANG LASALLE INC
+$117.6K
3,073
-2%
增持
WMT
WALMART INC
+$117.1K
20,540
+0%
减持
BPOP
POPULAR INC
+$116.7K
7,311
-1%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$114.8K
30,142
-1%
减持
GM
GENERAL MTRS CO
+$113.5K
9,652
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$109.2K
13,340
-17%
增持
BAX
BAXTER INTL INC
-$109.2K
14,608
+0%
增持
DISV
DIMENSIONAL ETF TRUST
+$108.3K
16,284
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$107.0K
1,981
+7%
增持
AVDV
AMERICAN CENTY ETF TR
+$106.4K
10,462
+1%
减持
MU
MICRON TECHNOLOGY INC
+$103.7K
2,609
-3%
增持
IWP
ISHARES TR
+$102.6K
2,920
+29%
减持
GE
GE AEROSPACE
+$100.7K
2,395
-0%
清仓
OGN
ORGANON & CO
-$99.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$97.7K
3,017
-4%
增持
GD
GENERAL DYNAMICS CORP
+$97.2K
1,504
+6%
增持
AEP
AMERICAN ELEC PWR CO INC
+$94.4K
4,258
+15%
减持
ABBV
ABBVIE INC
+$92.5K
2,297
-3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$92.1K
15,662
+13%
增持
WCC
WESCO INTL INC
+$89.2K
3,095
+1%
减持
IYR
ISHARES TR
-$88.8K
3,259
-24%
减持
CHD
CHURCH & DWIGHT CO INC
-$88.1K
10,322
-0%
增持
BND
VANGUARD BD INDEX FDS
+$85.4K
7,160
+18%
减持
NEE
NEXTERA ENERGY INC
+$84.7K
14,327
-0%
减持
CI
THE CIGNA GROUP
-$84.1K
1,846
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$78.8K
63,490
+0%
减持
DIS
DISNEY WALT CO
-$75.2K
7,396
-1%
增持
HCA
HCA HEALTHCARE INC
+$73.6K
1,093
+7%
增持
VUG
VANGUARD INDEX FDS
+$72.7K
859
+11%
增持
KO
COCA COLA CO
-$71.3K
31,920
+3%
增持
ESGD
ISHARES TR
+$71.0K
3,063
+28%
减持
PM
PHILIP MORRIS INTL INC
-$69.7K
2,430
-5%
减持
FCCO
FIRST CMNTY CORP S C
+$68.7K
36,840
-7%
减持
CDW
CDW CORP
-$67.8K
3,492
-0%
减持
UNM
UNUM GROUP
-$67.1K
19,993
-0%
减持
TXN
TEXAS INSTRS INC
-$63.6K
1,828
-5%
增持
GEV
GE VERNOVA INC
+$63.2K
681
+1%
减持
PGR
PROGRESSIVE CORP
-$62.6K
1,909
-5%
减持
UAL
UNITED AIRLS HLDGS INC
+$61.6K
4,046
-2%
增持
AMZN
AMAZON COM INC
+$60.6K
92,905
+0%
减持
SCHE
SCHWAB STRATEGIC TR
+$60.6K
19,741
-1%
增持
ESGV
VANGUARD WORLD FD
+$60.4K
6,108
+1%
建仓
FBIO
FORTRESS BIOTECH INC
+$53.7K
14,534
减持
EFA
ISHARES TR
+$51.2K
19,781
-2%
增持
PSX
PHILLIPS 66
+$51.2K
1,915
+9%
减持
VTRS
VIATRIS INC
-$49.6K
37,739
-20%
增持
YUM
YUM BRANDS INC
+$47.0K
1,894
+16%
增持
SCHA
SCHWAB STRATEGIC TR
+$46.1K
16,379
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$45.8K
3,465
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$42.4K
2,090
+0%
减持
CVX
CHEVRON CORP NEW
+$42.3K
3,602
-0%
减持
—
EXXON MOBIL CORP
+$42.0K
16,969
-2%
减持
CMCSA
COMCAST CORP NEW
-$41.6K
7,316
-4%
增持
CRM
SALESFORCE INC
-$39.0K
1,420
+3%
增持
FLR
FLUOR CORP NEW
-$38.5K
6,660
+7%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$34.5K
1,345
-3%
减持
DUK
DUKE ENERGY CORP NEW
+$34.5K
9,546
-2%
减持
V
VISA INC
-$34.5K
1,977
-1%
增持
D
DOMINION ENERGY INC
+$31.2K
6,583
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$30.9K
4,260
+3%
减持
RWO
SPDR INDEX SHS FDS
+$28.5K
32,236
-2%
减持
HPQ
HP INC
+$28.3K
10,467
-0%
增持
—
EATON CORP PLC
+$28.2K
1,406
+1%
减持
—
AXIS CAP HLDGS LTD
-$27.2K
2,523
-3%
减持
T
AT&T INC
-$26.9K
26,703
-1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$26.6K
15,365
+5%
减持
F
FORD MTR CO
+$26.3K
26,078
-1%
减持
AMAT
APPLIED MATLS INC
+$25.3K
1,389
-2%
减持
SUSA
ISHARES TR
+$24.1K
8,239
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$23.3K
2,033
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$22.6K
5,634
-6%
减持
MCD
MCDONALDS CORP
+$21.8K
3,599
-2%
减持
EQT
EQT CORP
-$21.4K
5,378
-0%
减持
BX
BLACKSTONE INC
+$21.2K
1,308
-3%
增持
VSTS
VESTIS CORPORATION
-$20.5K
28,058
+9%
