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Abacus Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Abacus Wealth Partners, LLC
报告期 2026-03-31 · CIK 0001978011
持仓数
504
前50大市值合计
$861.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q1
20Q4
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 117 项
建仓 19
增持 32
减持 53
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
EMXC
ISHARES INC
-$19.0M
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.3M
1,819,707
+1%
建仓
AVIG
AMERICAN CENTY ETF TR
+$4.1M
83,931
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
SPY
SPDR S&P 500 ETF TR
-$3.6M
5,785
-61%
增持
NUSC
NUSHARES ETF TR
+$3.1M
695,154
+16%
增持
NUMV
NUSHARES ETF TR
+$2.7M
467,389
+17%
增持
JSTC
TIDAL ETF TR
+$2.7M
1,679,367
+4%
增持
AAPL
APPLE INC
+$2.4M
44,195
+15%
增持
NUEM
NUSHARES ETF TR
+$1.9M
514,114
+19%
建仓
ABNB
AIRBNB INC
+$1.5M
8,971
减持
TSLA
TESLA INC
+$986.3K
3,542
-0%
增持
AVDE
AMERICAN CENTY ETF TR
+$788.4K
30,422
+67%
增持
GOOG
ALPHABET INC
+$653.4K
387
+121%
增持
AVUS
AMERICAN CENTY ETF TR
+$650.6K
33,104
+22%
增持
AVUV
AMERICAN CENTY ETF TR
+$509.1K
18,196
+46%
建仓
VOTE
ENGINE NO 1 ETF TRUST
+$495.0K
8,850
增持
AVEM
AMERICAN CENTY ETF TR
+$474.6K
25,605
+44%
增持
NVDA
NVIDIA CORPORATION
+$449.4K
4,551
+6%
增持
AMGN
AMGEN INC
+$419.5K
2,771
+189%
增持
VOO
VANGUARD INDEX FDS
+$396.9K
1,639
+103%
增持
VUG
VANGUARD INDEX FDS
+$381.8K
3,528
+36%
减持
DFAC
DIMENSIONAL ETF TRUST
+$374.4K
219,944
-3%
清仓
—
KANSAS CITY SOUTHERN
-$365.4K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$334.2K
12,612
+3%
清仓
VHT
VANGUARD WORLD FDS
-$318.1K
0
-100%
减持
IWM
ISHARES TR
-$316.0K
2,271
-40%
建仓
ALB
ALBEMARLE CORP
+$280.5K
1,200
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$274.0K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$271.0K
3,197
清仓
ROST
ROSS STORES INC
-$270.4K
0
-100%
建仓
VSGX
VANGUARD WORLD FD
+$264.6K
4,267
建仓
AR
ANTERO RESOURCES CORP
+$262.5K
15,000
增持
GOOGL
ALPHABET INC
+$260.4K
208
+63%
建仓
—
CANADIAN PAC RY LTD
+$252.0K
3,503
减持
AMZN
AMAZON COM INC
-$251.4K
498
-14%
减持
DFIV
DIMENSIONAL ETF TRUST
-$244.5K
85,611
-8%
建仓
MRNA
MODERNA INC
+$242.3K
954
建仓
ESGV
VANGUARD WORLD FD
+$241.1K
2,743
清仓
PYPL
PAYPAL HLDGS INC
-$239.9K
0
-100%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$224.8K
0
-100%
清仓
INTC
INTEL CORP
-$224.5K
0
-100%
清仓
ARKK
ARK ETF TR
-$221.1K
0
-100%
减持
V
VISA INC
-$220.2K
2,534
-27%
增持
VNQ
VANGUARD INDEX FDS
+$219.3K
9,234
+10%
建仓
QCOM
QUALCOMM INC
+$214.7K
1,174
清仓
UNH
UNITEDHEALTH GROUP INC
-$211.9K
0
-100%
清仓
TJX
TJX COS INC NEW
-$211.8K
0
-100%
清仓
NFRA
FLEXSHARES TR
-$208.7K
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC
+$208.7K
5,000
清仓
CL
COLGATE PALMOLIVE CO
-$205.3K
0
-100%
建仓
RBLX
ROBLOX CORP
+$203.9K
1,977
建仓
VB
VANGUARD INDEX FDS
+$203.7K
901
建仓
IVW
ISHARES TR
+$202.8K
2,424
增持
DSI
ISHARES TR
+$202.7K
4,348
+80%
减持
MSFT
MICROSOFT CORP
+$189.1K
8,796
-10%
增持
QQQ
INVESCO QQQ TR
+$159.2K
912
+60%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$158.0K
6,043
+0%
减持
IVV
ISHARES TR
-$147.2K
675
-38%
减持
DFUS
DIMENSIONAL ETF TRUST
+$132.6K
109,988
-7%
建仓
AM
ANTERO MIDSTREAM CORP
+$130.7K
13,500
减持
—
XILINX INC
+$118.3K
2,102
-3%
减持
LOW
LOWES COS INC
+$116.8K
2,870
-7%
建仓
ERIC
ERICSSON
+$108.7K
10,000
建仓
NOK
NOKIA CORP
+$102.9K
16,550
增持
—
EATON CORP PLC
+$102.4K
3,643
+3%
减持
UNP
UNION PAC CORP
+$91.8K
3,180
-12%
增持
PEP
PEPSICO INC
+$90.4K
3,390
+2%
增持
VBR
VANGUARD INDEX FDS
+$89.8K
6,003
+3%
增持
—
ZENDESK INC
+$78.0K
9,566
+21%
减持
COST
COSTCO WHSL CORP NEW
+$73.2K
678
-2%
减持
ABBV
ABBVIE INC
-$72.7K
2,313
-35%
减持
LOAN
MANHATTAN BRDG CAP INC
-$70.9K
39,252
-7%
减持
DFAS
DIMENSIONAL ETF TRUST
+$70.3K
41,913
-1%
增持
IWB
ISHARES TR
+$68.7K
1,833
+7%
增持
CVX
CHEVRON CORP NEW
+$67.6K
3,234
+5%
减持
VO
VANGUARD INDEX FDS
-$66.1K
1,336
-22%
减持
PFE
PFIZER INC
+$61.6K
6,757
-14%
减持
ORCL
ORACLE CORP
-$59.2K
24,431
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$57.4K
2,235
-13%
减持
ZTS
ZOETIS INC
+$57.2K
1,225
-2%
减持
—
MEDTRONIC PLC
-$56.3K
2,154
-3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$52.1K
3,690
-14%
减持
FAST
FASTENAL CO
+$51.7K
18,966
-16%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$50.6K
1,171
-2%
减持
T
AT&T INC
-$50.2K
9,054
-10%
减持
UPS
UNITED PARCEL SERVICE INC
+$50.0K
1,851
-3%
减持
CAT
CATERPILLAR INC
-$48.9K
1,872
-18%
减持
META
META PLATFORMS INC
-$40.4K
891
-11%
减持
NKE
NIKE INC
+$38.8K
1,953
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$36.3K
16,989
+6%
减持
HD
HOME DEPOT INC
+$34.8K
993
-14%
减持
PG
PROCTER AND GAMBLE CO
+$32.9K
3,387
-9%
建仓
SAN
BANCO SANTANDER S.A.
+$32.9K
10,000
减持
BA
BOEING CO
-$31.7K
1,195
-3%
减持
LMT
LOCKHEED MARTIN CORP
-$31.3K
828
-12%
减持
DIS
DISNEY WALT CO
-$29.7K
1,805
-1%
减持
ES
EVERSOURCE ENERGY
+$27.2K
3,022
-0%
减持
BAC
BK OF AMERICA CORP
+$25.3K
15,112
-1%
减持
MRK
MERCK & CO INC
-$21.7K
7,636
-6%
增持
COP
CONOCOPHILLIPS
+$21.6K
4,594
+0%
减持
JPM
JPMORGAN CHASE & CO
-$21.0K
2,399
-2%
减持
AEP
AMERICAN ELEC PWR CO INC
-$18.0K
3,325
-14%
减持
ITOT
ISHARES TR
+$16.1K
2,456
-2%
减持
CSX
CSX CORP
+$15.4K
6,580
-16%
减持
WMT
WALMART INC
-$12.9K
2,068
-8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$11.8K
3,511
-10%
增持
—
EXXON MOBIL CORP
+$11.6K
3,999
+1%
减持
JNJ
JOHNSON & JOHNSON
-$10.4K
3,010
-7%
减持
MANH
MANHATTAN ASSOCIATES INC
+$9.7K
5,063
-0%
增持
DE
DEERE & CO
+$8.6K
726
+1%
增持
IEFA
ISHARES TR
+$8.4K
3,355
+3%
减持
MSI
MOTOROLA SOLUTIONS INC
+$7.8K
900
-12%
减持
CARR
CARRIER GLOBAL CORPORATION
+$6.9K
3,931
-1%
减持
CSCO
CISCO SYS INC
-$5.7K
6,775
-15%
减持
DTE
DTE ENERGY CO
+$5.1K
1,933
-4%
减持
AVDV
AMERICAN CENTY ETF TR
-$4.5K
12,113
-0%
减持
ABT
ABBOTT LABS
-$1.4K
6,863
-16%
