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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 79
减持 43
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
STIP
ISHARES TR
+$7.4M
545,598
+16%
减持
JMTG
J P MORGAN EXCHANGE TRADED F
-$6.0M
547,480
-18%
增持
DSTL
ETF SER SOLUTIONS
+$3.4M
1,419,594
+3%
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。
清仓
BOC
BOSTON OMAHA CORP
-$2.7M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$1.8M
222,500
+0%
减持
GOOG
ALPHABET INC
+$1.7M
28,763
-4%
增持
VBR
VANGUARD INDEX FDS
+$1.2M
215,550
+1%
增持
PEP
PEPSICO INC
+$1.2M
14,940
+125%
增持
AMZN
AMAZON COM INC
+$1.2M
93,596
+1%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.1M
353,710
+6%
增持
VXUS
VANGUARD STAR FDS
+$1.1M
457,943
+0%
增持
WMT
WALMART INC
+$1.0M
28,325
+38%
增持
LLY
ELI LILLY & CO
+$897.5K
2,595
+5%
减持
MSFT
MICROSOFT CORP
-$754.4K
21,304
-0%
增持
ORCL
ORACLE CORP
-$717.9K
11,068
+8%
减持
AAPL
APPLE INC
+$699.9K
57,143
-2%
增持
VOO
VANGUARD INDEX FDS
+$679.1K
31,360
+1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$647.6K
205,711
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$513.6K
540,549
-3%
增持
FISV
FISERV INC
-$508.5K
8,474
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$503.1K
37,937
+18%
增持
MU
MICRON TECHNOLOGY INC
+$499.0K
3,278
+26%
增持
YUM
YUM BRANDS INC
+$485.6K
5,113
+170%
建仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$479.1K
9,469
减持
GOOGL
ALPHABET INC
+$417.1K
9,724
-10%
增持
UNP
UNION PAC CORP
-$407.6K
85,011
+0%
增持
IVV
ISHARES TR
+$404.7K
14,236
+2%
增持
MRK
MERCK & CO INC
+$373.5K
14,117
+7%
增持
DFEM
DIMENSIONAL ETF TRUST
+$372.9K
51,311
+24%
增持
JNJ
JOHNSON & JOHNSON
+$367.5K
11,146
+7%
建仓
—
RENAISSANCERE HLDGS LTD
+$343.3K
1,221
减持
DEA
EASTERLY GOVT PPTYS INC
-$340.0K
195,385
-0%
减持
META
META PLATFORMS INC
-$334.5K
3,772
-2%
建仓
CIVI
CIVITAS RESOURCES INC
+$333.6K
12,316
增持
CAT
CATERPILLAR INC
+$326.2K
3,247
+1%
增持
BAC
BANK AMERICA CORP
+$320.8K
62,557
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$315.3K
157,677
+5%
减持
—
EXXON MOBIL CORP
-$294.5K
13,452
-21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$290.5K
4,853
-11%
减持
EW
EDWARDS LIFESCIENCES CORP
+$289.9K
40,047
-0%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$288.0K
497
增持
LEN
LENNAR CORP
-$282.1K
13,384
+2%
建仓
FDX
FEDEX CORP
+$262.8K
910
增持
OUNZ
VANECK MERK GOLD ETF
+$261.2K
12,818
+76%
减持
VTV
VANGUARD INDEX FDS
+$257.5K
57,848
-0%
建仓
YUMC
YUM CHINA HLDGS INC
+$252.9K
5,298
增持
GM
GENERAL MTRS CO
+$251.7K
10,332
+7%
增持
IGSB
ISHARES TR
+$248.7K
10,078
+88%
清仓
—
AXIS CAP HLDGS LTD
-$241.7K
0
-100%
清仓
LNWO
LIGHT & WONDER INC
-$236.9K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$230.6K
8,734
-35%
建仓
CSX
CSX CORP
+$228.2K
6,295
清仓
—
SOUTHSTATE CORPORATION
-$226.0K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$223.0K
0
-100%
建仓
ORA
ORMAT TECHNOLOGIES INC
+$220.9K
2,000
建仓
PNC
PNC FINL SVCS GROUP INC
+$219.4K
1,051
增持
AMD
ADVANCED MICRO DEVICES INC
+$219.1K
2,602
+24%
减持
VNQ
VANGUARD INDEX FDS
-$216.5K
3,022
-43%
清仓
BKNG
BOOKING HOLDINGS INC
-$216.0K
0
-100%
增持
CAH
CARDINAL HEALTH INC
+$213.9K
4,348
+0%
清仓
NRG
NRG ENERGY INC
-$213.0K
0
-100%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$212.6K
3,246
建仓
GPN
GLOBAL PMTS INC
+$212.5K
2,745
建仓
FTV
FORTIVE CORP
+$212.2K
3,843
建仓
APA
APA CORPORATION
+$209.1K
8,550
建仓
MAR
MARRIOTT INTL INC NEW
+$208.5K
672
建仓
BTI
BRITISH AMERN TOB PLC
+$204.5K
3,611
增持
DHR
DANAHER CORPORATION
+$203.3K
5,846
+2%
清仓
XLK
SELECT SECTOR SPDR TR
-$202.4K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$201.6K
7,785
+25%
增持
AMGN
AMGEN INC
+$199.2K
3,896
+2%
减持
SFST
SOUTHERN FIRST BANCSHARES
+$196.0K
30,458
-2%
减持
COST
COSTCO WHSL CORP NEW
-$188.6K
2,176
-2%
增持
CRM
SALESFORCE INC
+$177.4K
1,940
+37%
增持
NFLX
NETFLIX INC
-$175.2K
5,778
+866%
增持
INFL
LISTED FDS TR
+$169.0K
54,958
+8%
增持
AMAT
APPLIED MATLS INC
+$167.9K
1,760
+27%
增持
HD
HOME DEPOT INC
-$167.7K
3,697
+4%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$166.8K
0
-100%
增持
IJS
ISHARES TR
+$166.2K
52,961
+0%
减持
NEE
NEXTERA ENERGY INC
-$162.4K
11,449
-20%
增持
INTC
INTEL CORP
+$159.8K
15,204
+27%
增持
AVUV
AMERICAN CENTY ETF TR
+$152.1K
20,134
+5%
减持
T
AT&T INC
-$141.4K
24,664
-8%
增持
APP
APPLOVIN CORP
+$133.1K
654
+53%
减持
NVDA
NVIDIA CORPORATION
-$129.8K
38,446
-2%
增持
ROP
ROPER TECHNOLOGIES INC
-$127.5K
2,445
+0%
增持
VTRS
VIATRIS INC
+$124.4K
40,000
+6%
增持
DFAE
DIMENSIONAL ETF TRUST
+$122.4K
18,921
+21%
增持
JLL
JONES LANG LASALLE INC
+$118.0K
3,075
+0%
减持
PG
PROCTER AND GAMBLE CO
-$115.4K
5,953
-6%
增持
DIS
DISNEY WALT CO
+$111.7K
8,425
+14%
增持
TSLA
TESLA INC
+$110.3K
2,050
+12%
减持
KO
COCA COLA CO
+$109.8K
31,851
-0%
增持
PFE
PFIZER INC
+$107.3K
27,214
+22%
减持
WCC
WESCO INTL INC
+$99.4K
3,082
-0%
减持
UHS
UNIVERSAL HLTH SVCS INC
-$95.7K
3,448
-17%
增持
ADI
ANALOG DEVICES INC
+$94.4K
1,207
+27%
建仓
SBET
SHARPLINK GAMING INC
+$93.6K
10,474
增持
BIIB
BIOGEN INC
+$92.5K
1,832
+12%
减持
CDW
CDW CORP
-$92.3K
3,406
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$92.2K
7,105
-0%
增持
SHEL
SHELL PLC
+$90.8K
4,000
+41%
减持
—
SMURFIT WESTROCK PLC
-$90.7K
23,066
-0%
减持
SCHE
SCHWAB STRATEGIC TR
-$86.3K
17,480
-11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$85.7K
3,590
+4%
增持
COO
COOPER COS INC
+$84.5K
5,141
+5%
清仓
—
CERENCE INC
-$83.1K
0
-100%
减持
IWP
ISHARES TR
-$81.8K
2,439
-16%
减持
DUK
DUKE ENERGY CORP NEW
-$81.4K
9,384
-2%
增持
AVDV
AMERICAN CENTY ETF TR
+$77.7K
10,739
+3%
减持
EEM
ISHARES TR
+$73.7K
58,111
-0%
减持
HON
HONEYWELL INTL INC
-$72.4K
2,885
-4%
减持
MSI
MOTOROLA SOLUTIONS INC
-$71.8K
896
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$71.0K
14,157
-16%
增持
GS
GOLDMAN SACHS GROUP INC
+$70.8K
423
+12%
增持
—
CHUBB LIMITED
+$69.9K
2,058
+1%
增持
CMCSA
COMCAST CORP NEW
+$68.1K
9,970
+36%
增持
UAL
UNITED AIRLS HLDGS INC
+$66.5K
4,086
+1%
增持
MTB
M & T BK CORP
+$66.0K
16,123
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$65.8K
21,094
-1%
增持
CVX
CHEVRON CORP NEW
+$65.7K
4,101
+14%
减持
CSCO
CISCO SYS INC
+$65.5K
11,081
-4%
增持
MCO
MOODYS CORP
+$63.8K
1,162
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$63.4K
1,204
+11%
减持
NET
CLOUDFLARE INC
-$62.8K
1,485
-10%
增持
DFGR
DIMENSIONAL ETF TRUST
+$61.0K
18,190
+18%
减持
VB
VANGUARD INDEX FDS
+$60.8K
22,722
-0%
增持
CVS
CVS HEALTH CORP
+$60.2K
5,590
+10%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$58.6K
1,307
-3%
增持
MPC
MARATHON PETE CORP
-$57.2K
2,948
+6%
减持
AVGO
BROADCOM INC
+$56.0K
3,682
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$55.1K
5,732
+2%
增持
TPR
TAPESTRY INC
+$55.1K
2,788
+5%
增持
NKE
NIKE INC
+$54.3K
5,199
+31%
增持
AXP
AMERICAN EXPRESS CO
+$54.2K
1,207
+2%
清仓
—
JETBLUE AIRWAYS CORP
-$48.3K
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$47.0K
12,714
+0%
增持
F
FORD MTR CO
+$46.4K
27,311
+5%
减持
FLR
FLUOR CORP NEW
-$46.4K
5,899
-11%
增持
BAX
BAXTER INTL INC
-$45.9K
15,003
+3%
增持
QCOM
QUALCOMM INC
+$45.9K
2,257
+10%
增持
SCZ
ISHARES TR
+$44.3K
37,685
+0%
减持
HCA
HCA HEALTHCARE INC
+$44.0K
1,092
-0%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$43.8K
2,014
-3%
清仓
CLOV
CLOVER HEALTH INVESTMENTS CO
-$43.4K
0
-100%
减持
RWO
SPDR INDEX SHS FDS
-$43.1K
31,816
-1%
增持
DOV
DOVER CORP
+$43.1K
1,275
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$41.9K
2,199
+11%
增持
DISV
DIMENSIONAL ETF TRUST
+$40.1K
16,348
+0%
