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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 109 项
建仓 5
增持 13
减持 51
清仓 40
方向
标的
Δ市值
现股数(环比)
减持
DFAT
DIMENSIONAL ETF TRUST
-$19.7M
1,432,448
-21%
减持
DFUS
DIMENSIONAL ETF TRUST
-$4.4M
26,777
-76%
清仓
AVIG
AMERICAN CENTY ETF TR
-$4.1M
0
-100%
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
AAPL
APPLE INC
-$3.4M
25,279
-43%
清仓
AVUS
AMERICAN CENTY ETF TR
-$2.7M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$2.3M
3,221
-74%
增持
JSTC
TIDAL ETF TR
-$2.1M
1,686,890
+0%
清仓
AVDE
AMERICAN CENTY ETF TR
-$1.9M
0
-100%
清仓
AVEM
AMERICAN CENTY ETF TR
-$1.6M
0
-100%
清仓
AVUV
AMERICAN CENTY ETF TR
-$1.5M
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.4M
20,476
-51%
建仓
USO
UNITED STS OIL FD LP
+$1.1M
15,000
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.1M
191,276
-13%
清仓
VBR
VANGUARD INDEX FDS
-$1.1M
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$840.3K
0
-100%
清仓
AVDV
AMERICAN CENTY ETF TR
-$781.9K
0
-100%
增持
ABNB
AIRBNB INC
+$722.1K
12,900
+44%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$692.5K
6,333
清仓
AMGN
AMGEN INC
-$623.4K
0
-100%
减持
MSFT
MICROSOFT CORP
-$589.4K
7,684
-13%
清仓
—
XILINX INC
-$445.7K
0
-100%
增持
—
ZENDESK INC
+$371.9K
11,385
+19%
清仓
QQQ
INVESCO QQQ TR
-$362.8K
0
-100%
清仓
IWR
ISHARES TR
-$342.7K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$340.4K
0
-100%
清仓
NKE
NIKE INC
-$325.5K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$322.2K
6,033
-0%
减持
GOOG
ALPHABET INC
-$315.4K
288
-26%
清仓
META
META PLATFORMS INC
-$299.7K
0
-100%
清仓
ZTS
ZOETIS INC
-$298.8K
0
-100%
清仓
ALB
ALBEMARLE CORP
-$280.5K
0
-100%
清仓
DIS
DISNEY WALT CO
-$279.5K
0
-100%
清仓
—
POTBELLY CORP
-$279.2K
0
-100%
清仓
RPM
RPM INTL INC
-$266.0K
0
-100%
清仓
VSGX
VANGUARD WORLD FD
-$264.6K
0
-100%
清仓
AR
ANTERO RESOURCES CORP
-$262.5K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$259.5K
1,928
-43%
减持
DFIV
DIMENSIONAL ETF TRUST
-$251.0K
76,428
-11%
清仓
IEFA
ISHARES TR
-$250.4K
0
-100%
清仓
IEUS
ISHARES TR
-$249.9K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$249.4K
0
-100%
清仓
CSX
CSX CORP
-$247.4K
0
-100%
清仓
MRNA
MODERNA INC
-$242.3K
0
-100%
清仓
NFLX
NETFLIX INC
-$235.0K
0
-100%
清仓
DTE
DTE ENERGY CO
-$231.1K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$231.0K
5,572
-4%
清仓
T
AT&T INC
-$222.7K
0
-100%
建仓
TECK
TECK RESOURCES LTD
+$222.1K
5,500
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$218.9K
0
-100%
增持
NUMV
NUSHARES ETF TR
+$218.4K
485,654
+4%
清仓
SBUX
STARBUCKS CORP
-$216.9K
0
-100%
清仓
QCOM
QUALCOMM INC
-$214.7K
0
-100%
减持
LOW
LOWES COS INC
-$214.7K
2,607
-9%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$213.2K
0
-100%
建仓
EMR
EMERSON ELEC CO
+$209.8K
2,140
减持
ABT
ABBOTT LABS
-$209.3K
6,392
-7%
清仓
FCX
FREEPORT-MCMORAN INC
-$208.7K
0
-100%
建仓
HAL
HALLIBURTON CO
+$204.5K
5,400
清仓
RBLX
ROBLOX CORP
-$203.9K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$203.7K
0
-100%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$203.0K
0
-100%
清仓
IVW
ISHARES TR
-$202.8K
0
-100%
减持
PEP
PEPSICO INC
-$193.4K
2,363
-30%
减持
HD
HOME DEPOT INC
-$188.7K
746
-25%
减持
JNJ
JOHNSON & JOHNSON
-$184.7K
1,864
-38%
减持
NVDA
NVIDIA CORPORATION
-$173.6K
4,269
-6%
减持
JPM
JPMORGAN CHASE & CO
-$163.5K
1,588
-34%
减持
IWB
ISHARES TR
-$151.4K
1,333
-27%
减持
COST
COSTCO WHSL CORP NEW
-$148.0K
412
-39%
减持
IWM
ISHARES TR
-$139.2K
1,783
-21%
减持
VOO
VANGUARD INDEX FDS
-$134.3K
1,400
-15%
增持
COP
CONOCOPHILLIPS
+$131.6K
4,632
+1%
减持
VUG
VANGUARD INDEX FDS
-$121.8K
3,513
-0%
减持
GOOGL
ALPHABET INC
-$121.4K
173
-17%
减持
ORCL
ORACLE CORP
-$120.2K
24,301
-1%
减持
CSCO
CISCO SYS INC
-$116.8K
5,604
-17%
减持
PFE
PFIZER INC
-$110.7K
5,568
-18%
减持
—
EATON CORP PLC
-$104.9K
3,457
-5%
减持
—
EXXON MOBIL CORP
+$80.0K
3,931
-2%
减持
AEP
AMERICAN ELEC PWR CO INC
-$79.3K
2,171
-35%
减持
BAC
BK OF AMERICA CORP
-$72.3K
14,557
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$71.8K
829
+0%
减持
WMT
WALMART INC
-$70.5K
1,536
-26%
减持
BND
VANGUARD BD INDEX FDS
-$69.1K
2,538
-21%
减持
AMZN
AMAZON COM INC
-$56.6K
492
-1%
增持
NUEM
NUSHARES ETF TR
-$55.8K
543,203
+6%
减持
ABBV
ABBVIE INC
+$44.5K
2,206
-5%
减持
IVV
ISHARES TR
-$40.0K
622
-8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$39.8K
1,094
-7%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$39.7K
3,607
-2%
减持
BA
BOEING CO
-$36.8K
1,064
-11%
减持
MRK
MERCK & CO INC
+$35.2K
7,562
-1%
清仓
SAN
BANCO SANTANDER S.A.
-$32.9K
0
-100%
减持
V
VISA INC
-$30.7K
2,338
-8%
增持
DSI
ISHARES TR
-$27.0K
4,353
+0%
增持
VNQ
VANGUARD INDEX FDS
-$25.1K
9,654
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$22.2K
2,127
-5%
减持
FISV
FISERV INC
-$20.5K
7,328
-0%
增持
ESGV
VANGUARD WORLD FD
+$16.4K
3,176
+16%
减持
ES
EVERSOURCE ENERGY
-$15.7K
2,940
-3%
减持
CVX
CHEVRON CORP NEW
+$14.9K
2,422
-25%
减持
LOAN
MANHATTAN BRDG CAP INC
+$14.6K
36,296
-8%
减持
NOK
NOKIA CORP
-$12.7K
16,525
-0%
减持
TSLA
TESLA INC
-$12.5K
3,462
-2%
减持
—
CANADIAN PAC RY LTD
-$11.2K
2,918
-17%
减持
CAT
CATERPILLAR INC
-$10.4K
1,690
-10%
增持
VOTE
ENGINE NO 1 ETF TRUST
-$7.8K
9,207
+4%
增持
NUSC
NUSHARES ETF TR
-$3.9K
732,920
+5%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.1K
1,855
+0%
