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Abundance Wealth Counselors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Abundance Wealth Counselors
报告期 2026-03-31 · CIK 1767080
持仓数
246
前50大市值合计
$563.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 105 项
建仓 3
增持 31
减持 7
清仓 64
方向
标的
Δ市值
现股数(环比)
清仓
IVV
ISHARES TR
-$100.4M
0
-100%
清仓
IJH
ISHARES TR
-$35.6M
0
-100%
清仓
FDLO
FIDELITY COVINGTON TRUST
-$9.3M
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。
清仓
IWM
ISHARES TR
-$7.6M
0
-100%
清仓
IJR
ISHARES TR
-$6.1M
0
-100%
清仓
AAPL
APPLE INC
-$5.9M
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$3.2M
59,304
清仓
MSFT
MICROSOFT CORP
-$3.0M
0
-100%
清仓
AMZN
AMAZON COM INC
-$2.4M
0
-100%
增持
IEMG
ISHARES INC
-$2.1M
643,651
+3%
清仓
AMGN
AMGEN INC
-$2.0M
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$2.0M
0
-100%
清仓
INTC
INTEL CORP
-$1.9M
0
-100%
清仓
BAC
BK OF AMERICA CORP
-$1.8M
0
-100%
清仓
TGT
TARGET CORP
-$1.7M
0
-100%
建仓
V
VISA INC
+$1.6M
7,399
清仓
JNJ
JOHNSON & JOHNSON
-$1.6M
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$1.6M
0
-100%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$1.6M
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$1.6M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$1.6M
0
-100%
清仓
C
CITIGROUP INC
-$1.5M
0
-100%
清仓
ENB
ENBRIDGE INC
-$1.4M
0
-100%
清仓
SJM
SMUCKER J M CO
-$1.4M
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$1.4M
0
-100%
清仓
DIS
DISNEY WALT CO
-$1.4M
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$1.4M
0
-100%
清仓
PWR
QUANTA SVCS INC
-$1.4M
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$1.3M
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
0
-100%
清仓
—
CERNER CORP
-$1.3M
0
-100%
清仓
LOW
LOWES COS INC
-$1.2M
0
-100%
清仓
FISV
FISERV INC
-$1.1M
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$1.1M
0
-100%
清仓
MAR
MARRIOTT INTL INC NEW
-$1.0M
0
-100%
清仓
UNP
UNION PAC CORP
-$1.0M
0
-100%
清仓
KEY
KEYCORP
-$993.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$912.0K
0
-100%
清仓
—
TORTOISE ESSENTIAL ASSETS IN
-$900.0K
0
-100%
建仓
—
ECOFIN SUSTAINABLE AND SOCIA
+$884.0K
63,440
清仓
—
HOLOGIC INC
-$826.0K
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$807.0K
0
-100%
清仓
IWB
ISHARES TR
-$769.0K
0
-100%
清仓
EEM
ISHARES TR
-$766.0K
0
-100%
增持
STIP
ISHARES TR
+$760.0K
54,329
+16%
增持
IQLT
ISHARES TR
+$710.0K
814,143
+4%
清仓
QCOM
QUALCOMM INC
-$674.0K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$667.0K
0
-100%
清仓
IYW
ISHARES TR
-$635.0K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$563.0K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$550.0K
0
-100%
清仓
MAS
MASCO CORP
-$483.0K
0
-100%
清仓
HUBB
HUBBELL INC
-$473.0K
0
-100%
清仓
HMC
HONDA MOTOR LTD
-$471.0K
0
-100%
清仓
ABBNY
ABB LTD
-$463.0K
0
-100%
清仓
ITOT
ISHARES TR
-$448.0K
0
-100%
清仓
HTGC
HERCULES CAPITAL INC
-$424.0K
0
-100%
清仓
BEN
FRANKLIN RESOURCES INC
-$388.0K
0
-100%
清仓
GIS
GENERAL MLS INC
-$363.0K
0
-100%
清仓
IWR
ISHARES TR
-$348.0K
0
-100%
减持
GOOGL
ALPHABET INC
+$344.0K
1,518
-0%
清仓
—
UNILEVER PLC
-$336.0K
0
-100%
增持
ISTB
ISHARES TR
+$332.0K
20,159
+48%
清仓
BDN
BRANDYWINE RLTY TR
-$321.0K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$308.0K
0
-100%
清仓
—
PATTERSON COS INC
-$290.0K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$285.0K
0
-100%
增持
GOVT
ISHARES TR
+$282.0K
219,355
+5%
增持
EXC
EXELON CORP
+$274.0K
55,303
+2%
清仓
MUB
ISHARES TR
-$265.0K
0
-100%
清仓
STLD
STEEL DYNAMICS INC
-$254.0K
0
-100%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$242.0K
0
-100%
减持
QUAL
ISHARES TR
-$229.0K
7,328
-18%
增持
FDX
FEDEX CORP
-$199.0K
2,896
+4%
清仓
—
GENERAL ELECTRIC CO
-$185.0K
0
-100%
增持
ORCL
ORACLE CORP
+$179.0K
18,734
+0%
增持
COST
COSTCO WHSL CORP NEW
+$146.0K
2,579
+1%
增持
JPM
JPMORGAN CHASE & CO
+$128.0K
13,504
+1%
增持
CSCO
CISCO SYS INC
+$113.0K
39,083
+3%
增持
TSLA
TESLA INC
+$91.0K
822
+2%
减持
—
JOHNSON CTLS INTL PLC
-$80.0K
4,909
-19%
增持
—
BUNGE LIMITED
+$80.0K
5,160
+18%
增持
CWEN
CLEARWAY ENERGY INC
+$76.0K
13,377
+8%
清仓
CIG
CIA ENERGETICA DE MINAS GERA
-$58.0K
0
-100%
增持
IEFA
ISHARES TR
+$57.0K
644,452
+1%
增持
SPGI
S&P GLOBAL INC
+$57.0K
3,476
+0%
增持
MCK
MCKESSON CORP
+$57.0K
5,490
+1%
增持
NVDA
NVIDIA CORPORATION
+$53.0K
8,277
+299%
增持
FHB
FIRST HAWAIIAN INC
+$51.0K
15,200
+9%
增持
—
LYONDELLBASELL INDUSTRIES N
-$50.0K
14,643
+6%
增持
—
JANUS HENDERSON GROUP PLC
+$49.0K
9,935
+6%
增持
AVGO
BROADCOM INC
+$47.0K
987
+9%
减持
META
FACEBOOK INC
-$38.0K
4,110
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$36.0K
2,034
-1%
增持
ABBV
ABBVIE INC
-$35.0K
17,903
+3%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$34.0K
11,003
+18%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$25.0K
6,366
+7%
减持
—
MEDTRONIC PLC
-$21.0K
2,688
-7%
增持
NVS
NOVARTIS AG
-$19.0K
7,166
+8%
增持
REYN
REYNOLDS CONSUMER PRODS INC
-$15.0K
11,143
+6%
增持
EAGG
ISHARES TR
+$14.0K
5,194
+6%
减持
—
ACCENTURE PLC IRELAND
+$13.0K
1,086
-4%
增持
T
AT&T INC
-$8.0K
8,324
+3%
增持
MRK
MERCK & CO INC
+$5.0K
10,957
+4%
增持
—
SL GREEN RLTY CORP
-$5.0K
4,497
+11%
