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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 111 项
建仓 28
增持 43
减持 34
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
VGSR
MANAGER DIRECTED PORTFOLIOS
-$28.5M
12,413,063
-21%
减持
DISV
DIMENSIONAL ETF TRUST
-$19.3M
356,500
-67%
减持
NUEM
NUSHARES ETF TR
-$13.7M
584,694
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。
-48%
增持
DFSU
DIMENSIONAL ETF TRUST
+$13.6M
1,234,428
+27%
增持
DFAT
DIMENSIONAL ETF TRUST
+$11.5M
1,472,191
+12%
减持
DFSE
DIMENSIONAL ETF TRUST
-$4.9M
336,694
-36%
增持
NUSC
NUSHARES ETF TR
+$4.0M
1,291,976
+2%
减持
JSTC
TIDAL TRUST I
+$3.7M
2,448,555
-1%
增持
DFSI
DIMENSIONAL ETF TRUST
+$3.6M
560,620
+6%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
43,443
+3%
增持
DFSB
DIMENSIONAL ETF TRUST
+$2.3M
2,098,846
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
7,992
+35%
减持
ORCL
ORACLE CORP
+$1.4M
18,751
-3%
建仓
LQD
ISHARES TR
+$1.3M
12,024
建仓
DFSD
DIMENSIONAL ETF TRUST
+$1.3M
26,115
减持
SUSB
ISHARES TR
-$1.2M
28,180
-64%
建仓
FRGE
FORGE GLOBAL HOLDINGS INC
+$1.2M
62,856
增持
MSFT
MICROSOFT CORP
+$1.1M
7,635
+5%
增持
BIV
VANGUARD BD INDEX FDS
+$854.7K
20,715
+112%
减持
AAPL
APPLE INC
-$840.7K
30,577
-5%
减持
OWNS
TIDAL TRUST III
-$816.0K
25,227
-65%
建仓
VB
VANGUARD INDEX FDS
+$751.7K
3,172
增持
VUG
VANGUARD INDEX FDS
+$689.5K
2,575
+117%
减持
NUMV
NUSHARES ETF TR
+$677.0K
902,286
-3%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$666.0K
17,319
-40%
建仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$624.2K
10,000
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$583.8K
21,680
+163%
增持
TMC
TMC THE METALS COMPANY INC
+$552.2K
92,000
+188%
清仓
—
FORGE GLOBAL HOLDINGS INC
-$529.9K
0
-100%
建仓
SPTL
SPDR SERIES TRUST
+$503.7K
18,950
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$495.6K
6,529
增持
QQQ
INVESCO QQQ TR
+$441.5K
1,347
+109%
减持
DFAC
DIMENSIONAL ETF TRUST
+$433.9K
152,934
-0%
建仓
VOO
VANGUARD INDEX FDS
+$422.3K
743
减持
DFUV
DIMENSIONAL ETF TRUST
-$345.6K
127,386
-8%
增持
AVGO
BROADCOM INC
+$341.5K
2,229
+37%
增持
AMZN
AMAZON COM INC
+$305.9K
6,030
+13%
增持
—
EATON CORP PLC
+$295.9K
3,430
+0%
清仓
KO
COCA COLA CO
-$288.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$287.9K
215
增持
AMD
ADVANCED MICRO DEVICES INC
+$270.8K
5,479
+11%
建仓
HYG
ISHARES TR
+$267.1K
3,312
建仓
EMB
ISHARES TR
+$266.1K
2,873
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$265.1K
1,945
增持
GOOG
ALPHABET INC
+$244.8K
5,526
+17%
建仓
NVS
NOVARTIS AG
+$240.9K
1,991
建仓
ISRG
INTUITIVE SURGICAL INC
+$235.8K
434
建仓
RDY
DR REDDYS LABS LTD
+$233.2K
15,515
建仓
AXP
AMERICAN EXPRESS CO
+$231.3K
725
增持
META
META PLATFORMS INC
+$226.4K
783
+28%
建仓
RBRK
RUBRIK INC.
+$224.4K
2,505
建仓
GILD
GILEAD SCIENCES INC
+$221.4K
1,997
建仓
HD
HOME DEPOT INC
+$219.0K
597
建仓
AVUS
AMERICAN CENTY ETF TR
+$215.2K
2,134
增持
FISV
FISERV INC
-$207.1K
4,606
+2%
建仓
IVW
ISHARES TR
+$207.0K
1,880
清仓
DHR
DANAHER CORPORATION
-$204.6K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$204.3K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$203.0K
0
-100%
清仓
—
AON PLC
-$202.7K
0
-100%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$200.7K
9,826
建仓
INFY
INFOSYS LTD
+$195.6K
10,556
增持
TSLA
TESLA INC
+$193.8K
1,456
+40%
减持
EBC
EASTERN BANKSHARES INC
-$179.5K
10,433
-50%
建仓
—
CRITICAL METALS CORP
+$179.0K
50,000
增持
JPM
JPMORGAN CHASE & CO.
+$177.5K
2,990
+6%
建仓
UMC
UNITED MICROELECTRONICS CORP
+$177.2K
23,169
减持
DFUS
DIMENSIONAL ETF TRUST
+$176.6K
27,875
-0%
增持
MA
MASTERCARD INCORPORATED
+$172.8K
762
+64%
减持
ABBV
ABBVIE INC
-$162.9K
4,661
-5%
减持
DFGR
DIMENSIONAL ETF TRUST
-$139.1K
24,037
-19%
减持
JNJ
JOHNSON & JOHNSON
-$137.9K
4,580
-9%
增持
WF
WOORI FINL GROUP INC
+$122.7K
7,469
+0%
建仓
ASX
ASE TECHNOLOGY HLDG CO LTD
+$121.7K
11,781
增持
CAT
CATERPILLAR INC
+$116.4K
1,728
+3%
增持
GOOGL
ALPHABET INC
+$111.8K
3,770
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$110.8K
3,653
+3%
减持
MRK
MERCK & CO INC
-$109.2K
9,081
-2%
减持
V
VISA INC
-$108.0K
1,131
-22%
减持
PG
PROCTER AND GAMBLE CO
-$89.5K
2,369
-14%
增持
COST
COSTCO WHSL CORP NEW
+$87.1K
1,843
+0%
建仓
—
RENEW ENERGY GLOBAL PLC
+$84.8K
12,265
增持
VTI
VANGUARD INDEX FDS
+$75.1K
2,552
+0%
增持
—
EXXON MOBIL CORP
+$71.6K
3,319
+38%
减持
CVX
CHEVRON CORP NEW
-$69.3K
1,883
-7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$63.6K
5,740
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$63.6K
1,443
-1%
增持
FAST
FASTENAL CO
+$60.5K
12,827
+108%
增持
IVV
ISHARES TR
+$59.7K
546
+10%
增持
ABT
ABBOTT LABS
+$59.1K
5,184
+6%
增持
DIS
DISNEY WALT CO
+$57.6K
2,099
+2%
减持
TYL
TYLER TECHNOLOGIES INC
-$52.6K
482
-17%
增持
DFIV
DIMENSIONAL ETF TRUST
+$52.2K
14,518
+0%
增持
EMR
EMERSON ELEC CO
+$50.1K
2,089
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$49.4K
3,982
+4%
减持
LLY
ELI LILLY & CO
-$46.8K
403
-8%
减持
HUBB
HUBBELL INC
+$42.7K
653
-4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$41.2K
1,998
-33%
减持
NMR
NOMURA HLDGS INC
-$36.7K
11,114
-38%
增持
BDX
BECTON DICKINSON & CO
-$33.2K
1,350
+16%
增持
LOW
LOWES COS INC
-$27.4K
2,574
+0%
建仓
ABEV
AMBEV SA
+$25.3K
10,480
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$22.6K
2,975
-2%
减持
RTX
RTX CORPORATION
-$19.8K
1,520
-17%
减持
PH
PARKER-HANNIFIN CORP
+$18.4K
572
-9%
减持
DE
DEERE & CO
+$15.9K
743
-4%
增持
MSI
MOTOROLA SOLUTIONS INC
-$10.1K
1,038
+2%
减持
GGB
GERDAU SA
-$9.9K
22,823
-15%
增持
UNP
UNION PAC CORP
-$8.7K
1,647
+0%
增持
WIT
WIPRO LTD
+$3.9K
34,703
+5%
减持
CSCO
CISCO SYS INC
-$858
5,810
-11%
