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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 113
增持 35
减持 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
Nvidia Corp
+$13.2M
113,471
+165%
增持
AAPL
Apple Inc
+$11.8M
69,153
+153%
增持
MSFT
Microsoft Corp
+$9.9M
28,791
+268%
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
TSM
Taiwan Semiconductor M F Sponsored ADR
+$6.4M
22,684
+1110%
增持
DFSB
DFA Dimensional Glbl Sustainability Fx Inc ETF
+$5.9M
2,430,920
+8%
增持
JSTC
Adasina Social Justice All Cap Global ETF
+$4.6M
2,804,540
+9%
增持
GOOGL
Alphabet Inc Class A
+$4.5M
17,548
+330%
增持
AMZN
Amazon.Com Inc
+$3.8M
22,477
+262%
增持
WPM
Wheaton Precious Metal F
+$3.5M
32,023
+1402%
增持
NUSC
Nuveen ESG Small-Cap ETF
+$3.4M
1,405,775
+4%
增持
JNJ
Johnson & Johnson
+$3.1M
19,638
+284%
建仓
SPUS
Tidal ETF TR SP FDS (S&P 500)
+$2.9M
56,423
增持
AVGO
Broadcom Inc
+$2.8M
10,327
+355%
增持
GOOG
Alphabet Inc Class C
+$2.7M
12,052
+175%
增持
META
Meta Platforms Inc Class A
+$2.7M
4,956
+546%
增持
LLY
Eli Lilly And Co
+$2.6M
2,708
+572%
减持
DFAT
Dimensional U S Targeted Value ETF
-$2.5M
1,366,881
-5%
建仓
KB
KB Finl Group Inc F Sponsored ADR
+$2.5M
28,759
增持
TSLA
Tesla Inc
+$2.3M
6,850
+276%
增持
NVS
Novartis AG F Sponsored ADR
+$2.3M
18,094
+925%
增持
NUMV
Nuveen ESG Mid-Cap Value ETF
+$2.2M
988,370
+5%
建仓
CBRE
Cbre Group Inc Class A
+$2.1M
13,354
建仓
AMAL
Amalgamated Finl Corp
+$2.1M
65,566
建仓
—
UBS Group AG F
+$2.1M
44,536
建仓
CRM
Salesforce Inc
+$2.0M
7,585
增持
AMD
Advanced Micro Device In
+$2.0M
13,386
+147%
建仓
HIG
Hartford Finl SVCS Group
+$2.0M
14,305
建仓
AEM
Agnico Eagle Mines LTD F
+$2.0M
11,533
建仓
SPGI
S&P Global Inc
+$1.9M
3,682
建仓
MTH
Meritage Homes Corp
+$1.9M
28,576
建仓
MS
Morgan Stanley
+$1.9M
10,543
建仓
BNS
Bank Nova Scotia F
+$1.9M
25,233
增持
WF
Woori Finl Group Inc F Unsponsored ADR
+$1.8M
36,945
+456%
增持
ABBV
Abbvie Inc
+$1.8M
12,790
+163%
建仓
—
Asml HLDG N V F Sponsored ADR
+$1.8M
1,672
建仓
BMI
Badger Meter Inc
+$1.8M
10,205
建仓
OMC
Omnicom Group Inc
+$1.8M
21,695
建仓
XYL
Xylem Inc
+$1.7M
12,215
增持
JPM
JPMorgan Chase & Co
+$1.7M
8,090
+167%
建仓
TMHC
Taylor Morrison Home Cor
+$1.6M
27,537
建仓
BIIB
Biogen Inc
+$1.5M
8,768
建仓
GILD
Gilead Sciences Inc
+$1.5M
12,486
增持
ABT
Abbott Labs
+$1.5M
17,769
+223%
增持
WIT
Wipro LTD F Sponsored ADR
+$1.5M
536,959
+1845%
建仓
ORA
Ormat Technologies Inc
+$1.4M
13,051
建仓
SAP
SAP ADR Rep 1 Ord
+$1.4M
5,886
建仓
TIMB
Tim SA ADR F Sponsored ADR
+$1.4M
73,228
建仓
BNY
Bank New York Mellon Cor
+$1.4M
12,166
建仓
PAC
Grupo Aeroportuario De F Sponsored ADR
+$1.4M
5,870
建仓
ING
ING Groep ADR Rep 1 Or F Sponsored ADR
+$1.4M
49,211
建仓
STT
State STR Corp
+$1.4M
10,524
建仓
NVO
Novo-Nordisk A S F Sponsored ADR
+$1.4M
26,665
建仓
KBH
KB Home
+$1.3M
22,503
增持
VGSR
Vert Global Sustainable Real Estate ETF
-$1.3M
12,412,287
+1%
建仓
INFY
Infosys LTD F Sponsored ADR
+$1.3M
70,177
建仓
—
Johnson Controls Inter F
+$1.2M
10,300
建仓
CI
The CIGNA Group
+$1.2M
4,464
建仓
NXT
Nextracker Inc Class A
+$1.2M
13,970
建仓
SMFG
Sumitomo Mitsui Finl G F Unsponsored ADR
+$1.2M
62,224
增持
DFSU
Dimensional US Sustainability Core 1 ETF
+$1.2M
1,243,200
+0%
建仓
HSBC
HSBC HLDGS PLC F Sponsored ADR
+$1.2M
15,214
建仓
AMAT
Applied Matls Inc
+$1.2M
4,612
建仓
BMO
Bank Montreal Que F
+$1.2M
9,121
建仓
CIB
Grupo Cibest SA Spon
+$1.2M
18,581
建仓
CLS
1448917
+$1.2M
3,960
建仓
—
Astrazeneca PLC F Sponsored ADR
+$1.2M
12,636
建仓
SONY
Sony Group Corp F Sponsored ADR
+$1.1M
44,731
建仓
RDY
DR Reddys Labs LTD F Sponsored ADR
+$1.1M
79,007
建仓
GS
Goldman Sachs Group Inc
+$1.1M
1,261
增持
CSCO
Cisco SYS Inc
+$1.1M
18,931
+232%
增持
MA
Mastercard Inc Class A
+$1.1M
2,625
+246%
建仓
XPEV
Xpeng Inc ADR F Unsponsored ADR
+$1.1M
52,272
增持
V
Visa Inc Class A
+$1.1M
3,996
+299%
建仓
—
Thomson Reuters Corp F
+$1.1M
8,030
建仓
VIV
Telefonica Brasil S. ADR
+$1.1M
88,602
建仓
BAC
Bank Of America Corp
+$1.0M
18,974
建仓
VZ
Verizon Communications I
+$1.0M
25,612
建仓
PSO
Pearson PLC F Sponsored ADR
+$1.0M
73,662
建仓
SHG
Shinhan Finl Group Co F Sponsored ADR
+$1.0M
19,183
建仓
BZH
Beazer Homes USA Inc
+$1.0M
50,429
建仓
ADP
Automatic Data Processin
+$1.0M
3,960
建仓
RKT
Rocket Companies Class A Class A
+$1.0M
52,613
建仓
MYRG
MYR Group Inc Del
+$1.0M
4,578
建仓
VEA
Vanguard FTSE Developed Markets ETF
+$993.4K
15,902
建仓
VRSK
Verisk Analytics Inc Class A
+$952.3K
4,257
增持
AXP
American Express Co
+$945.6K
3,303
+297%
建仓
SHOP
Shopify Inc F Class A
+$938.9K
5,833
建仓
BABA
Alibaba Group HLDG LTD F Sponsored ADR
+$938.3K
6,401
建仓
TM
Toyota MTR Corp F Sponsored ADR
+$937.6K
4,380
建仓
RY
Royal Bank Of Canada F
+$924.6K
5,423
建仓
ASB
Associated Banc-Corp
+$882.0K
34,240
建仓
TELFY
Telefonica S A F Sponsored ADR
+$881.3K
217,610
建仓
REGN
Regeneron Pharmaceutical
+$879.9K
1,140
建仓
AWK
American WTR WKS Co Inc
+$873.3K
6,692
增持
NUEM
Nuveen ESG Emerging Markets Equity ETF
+$872.2K
606,609
+5%
建仓
HBM
Hudbay Minerals Inc F
+$863.1K
43,480
建仓
STN
Stantec Inc F
+$862.7K
9,143
建仓
DELL
Dell Technologies Inc Class C
+$854.7K
6,790
建仓
PFE
Pfizer Inc
+$853.9K
34,292
减持
DFSI
Dimensional Intl Sustainability Core 1 ETF
+$850.9K
582,626
-1%
建仓
AEG
Aegon LTD ADR F Sponsored ADR
+$843.4K
109,385
建仓
UNM
Unum Group
+$832.3K
10,739
建仓
UNH
Unitedhealth Group Inc
+$831.9K
2,520
建仓
—
Flex LTD F
+$820.8K
13,584
增持
MRK
Merck & Co. Inc.
+$817.0K
15,037
+65%
建仓
PRGS
Progress Software Corp
+$814.6K
18,961
建仓
CAC
Camden Natl Corp
+$810.5K
18,684
建仓
WTFC
Wintrust Financial
+$794.7K
5,684
建仓
KR
Kroger Co
+$789.1K
12,630
建仓
PHG
Koninklijke Philips N F Sponsored ADR
+$783.2K
28,922
增持
—
Renew Energy Global PL F Class A
+$779.3K
155,474
+1107%
增持
ASX
Ase Technology HLDG Co F Unsponsored ADR
+$772.4K
55,864
+388%
建仓
—
Credicorp LTD F
+$771.5K
2,688
建仓
BKR
Baker Hughes Co. Class A
+$770.4K
16,917
建仓
CAH
Cardinal Health Inc
+$770.2K
3,748
建仓
NDAQ
Nasdaq Inc
+$769.1K
7,918
建仓
—
Accenture PLC Ireland F Class A
+$766.0K
2,855
增持
ORCL
Oracle Corp
-$764.7K
23,482
+24%
建仓
MCK
Mckesson Corp
+$745.7K
909
建仓
PWR
Quanta SVCS Inc
+$743.0K
1,760
建仓
VRTX
Vertex Pharmaceuticals I
+$742.6K
1,638
建仓
KFRC
Kforce Inc
+$738.0K
23,868
建仓
JLL
Jones Lang Lasalle Inc
+$736.1K
2,188
建仓
—
Technipfmc PLC F
+$730.4K
16,392
建仓
QCRH
QCR HLDGS Inc
+$724.7K
8,700
建仓
TRV
Travelers Cos Inc
+$716.2K
2,469
建仓
HURN
Huron Consulting Group I
+$710.7K
4,110
建仓
ZD
Ziff Davis Inc
+$709.3K
20,178
建仓
CUZ
Cousins PPTYS Inc
+$707.4K
27,438
建仓
—
Angold Ashanti ADR
+$699.4K
8,201
建仓
RUN
Sunrun Inc
+$692.6K
37,639
建仓
INTU
Intuit
+$692.2K
1,045
建仓
WCC
Wesco Intl Inc
+$688.8K
2,816
建仓
AYI
Acuity Brands Inc
+$673.6K
1,871
建仓
TCOM
Trip Com Group LTD F Sponsored ADR
+$658.2K
9,153
建仓
NOW
Servicenow Inc Com
+$653.4K
4,265
建仓
ILMN
Illumina Inc
+$653.3K
4,981
建仓
HSY
Hershey Co
+$651.9K
3,582
建仓
ANF
Abercrombie & Fitch Co Class A
+$649.4K
5,159
建仓
BSX
Boston Scientific Corp
+$647.9K
6,795
建仓
FSLR
First Solar Inc
+$646.8K
2,476
建仓
AMGN
Amgen Inc
+$646.8K
1,976
建仓
TME
Tencent Music Entmt GR F Sponsored ADR
+$641.0K
36,567
建仓
STRL
Sterling Infrastructure
+$635.4K
2,075
建仓
—
Credo Technology Group F
+$631.7K
4,390
建仓
OSPN
Onespan Inc
+$631.6K
49,192
建仓
CMI
Cummins Inc
+$622.2K
1,219
建仓
VIPS
Vipshop HLDGS LTD F Sponsored ADR
+$614.6K
34,744
建仓
NTRS
Northern TR Corp
+$610.8K
4,472
建仓
—
Avidity Biosciences Inc
+$610.7K
8,466
