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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 117 项
建仓 75
增持 19
减持 21
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
IVV
ISHARES TR
+$105.6M
221,373
建仓
IJH
ISHARES TR
+$38.2M
134,832
减持
IEMG
ISHARES INC
-$30.4M
155,496
-76%
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。
建仓
FDLO
FIDELITY COVINGTON TRUST
+$10.7M
204,688
建仓
AAPL
APPLE INC
+$7.9M
44,583
建仓
VTI
VANGUARD INDEX FDS
+$7.3M
30,321
建仓
IWM
ISHARES TR
+$7.2M
32,150
建仓
IJR
ISHARES TR
+$5.9M
51,195
建仓
MSFT
MICROSOFT CORP
+$3.8M
11,350
建仓
AMZN
AMAZON COM INC
+$2.9M
865
减持
IQLT
ISHARES TR
-$2.3M
724,685
-11%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$2.0M
2,997
建仓
AMGN
AMGEN INC
+$2.0M
8,870
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$2.0M
14,674
建仓
INTC
INTEL CORP
+$2.0M
38,025
建仓
BAC
BK OF AMERICA CORP
+$1.9M
42,310
建仓
GILD
GILEAD SCIENCES INC
+$1.8M
24,882
建仓
JNJ
JOHNSON & JOHNSON
+$1.8M
10,365
建仓
SJM
SMUCKER J M CO
+$1.7M
12,713
建仓
PG
PROCTER AND GAMBLE CO
+$1.7M
10,519
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$1.7M
7,669
建仓
PWR
QUANTA SVCS INC
+$1.7M
14,604
建仓
TGT
TARGET CORP
+$1.7M
7,224
建仓
—
CERNER CORP
+$1.6M
17,238
建仓
LOW
LOWES COS INC
+$1.6M
6,184
建仓
CVX
CHEVRON CORP NEW
+$1.6M
13,460
建仓
ROP
ROPER TECHNOLOGIES INC
+$1.5M
3,022
建仓
C
CITIGROUP INC
+$1.4M
23,978
增持
STIP
ISHARES TR
+$1.4M
67,727
+25%
建仓
ENB
ENBRIDGE INC
+$1.4M
36,225
建仓
AXP
AMERICAN EXPRESS CO
+$1.4M
8,538
建仓
KEY
KEYCORP
+$1.4M
60,142
建仓
DIS
DISNEY WALT CO
+$1.4M
8,735
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$1.3M
21,478
建仓
MAR
MARRIOTT INTL INC NEW
+$1.3M
7,646
建仓
KMB
KIMBERLY-CLARK CORP
+$1.2M
8,430
建仓
UNP
UNION PAC CORP
+$1.2M
4,666
建仓
FISV
FISERV INC
+$1.2M
11,204
建仓
—
HOLOGIC INC
+$985.0K
12,860
建仓
TXN
TEXAS INSTRS INC
+$933.0K
4,953
建仓
QCOM
QUALCOMM INC
+$895.0K
4,894
建仓
IWB
ISHARES TR
+$835.0K
3,158
建仓
PRU
PRUDENTIAL FINL INC
+$699.0K
6,459
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$693.0K
10,385
建仓
MAS
MASCO CORP
+$691.0K
9,839
建仓
IYW
ISHARES TR
+$663.0K
5,772
建仓
LUV
SOUTHWEST AIRLS CO
+$638.0K
14,883
减持
NVDA
NVIDIA CORPORATION
+$619.0K
7,937
-4%
增持
ABBV
ABBVIE INC
+$604.0K
18,721
+5%
减持
IEFA
ISHARES TR
-$584.0K
633,266
-2%
建仓
ABBNY
ABB LTD
+$571.0K
14,959
建仓
EEM
ISHARES TR
+$537.0K
10,992
建仓
BEN
FRANKLIN RESOURCES INC
+$530.0K
15,823
建仓
HUBB
HUBBELL INC
+$527.0K
2,532
增持
EXC
EXELON CORP
+$522.0K
55,316
+0%
建仓
HTGC
HERCULES CAPITAL INC
+$477.0K
28,773
建仓
HMC
HONDA MOTOR LTD
+$466.0K
16,378
建仓
GIS
GENERAL MLS INC
+$459.0K
6,819
增持
GOOGL
ALPHABET INC
+$456.0K
1,558
+3%
建仓
GNRC
GENERAC HLDGS INC
+$453.0K
1,287
建仓
BDN
BRANDYWINE RLTY TR
+$441.0K
32,890
清仓
—
JANUS HENDERSON GROUP PLC
-$411.0K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$388.0K
6,622
建仓
KHC
KRAFT HEINZ CO
+$386.0K
10,761
增持
ISTB
ISHARES TR
+$376.0K
27,885
+38%
建仓
IWR
ISHARES TR
+$357.0K
4,298
建仓
—
PATTERSON COS INC
+$344.0K
11,719
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$340.0K
6,525
建仓
—
UNILEVER PLC
+$334.0K
6,212
建仓
STLD
STEEL DYNAMICS INC
+$293.0K
4,716
增持
MCK
MCKESSON CORP
+$289.0K
5,566
+1%
清仓
EAGG
ISHARES TR
-$286.0K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$280.0K
4,813
建仓
UA
UNDER ARMOUR INC
+$261.0K
14,444
建仓
BA
BOEING CO
+$256.0K
1,273
建仓
ABT
ABBOTT LABS
+$256.0K
1,817
减持
CSCO
CISCO SYS INC
+$254.0K
37,573
-4%
建仓
MUB
ISHARES TR
+$242.0K
2,081
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$241.0K
1,378
减持
COST
COSTCO WHSL CORP NEW
+$239.0K
2,463
-4%
建仓
GM
GENERAL MTRS CO
+$236.0K
4,025
建仓
WFC
WELLS FARGO CO NEW
+$235.0K
4,889
建仓
DE
DEERE & CO
+$206.0K
600
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$201.0K
12,762
减持
TSLA
TESLA INC
+$186.0K
779
-5%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$181.0K
15,689
+43%
增持
—
ECOFIN SUSTAINABLE AND SOCIA
+$178.0K
72,545
+14%
建仓
OBDC
OWL ROCK CAPITAL CORPORATION
+$169.0K
11,967
减持
SPGI
S&P GLOBAL INC
+$157.0K
3,462
-0%
建仓
ERIC
ERICSSON
+$151.0K
13,889
增持
FDX
FEDEX CORP
+$142.0K
3,004
+4%
减持
—
MEDTRONIC PLC
-$137.0K
1,931
-28%
增持
META
META PLATFORMS INC
+$126.0K
4,521
+10%
建仓
—
CONSOLIDATED WATER CO INC
+$114.0K
10,705
减持
QUAL
ISHARES TR
-$113.0K
5,856
-20%
减持
GOVT
ISHARES TR
-$110.0K
213,974
-2%
减持
—
BUNGE LIMITED
-$94.0K
3,492
-32%
减持
AVGO
BROADCOM INC
+$83.0K
845
-14%
减持
—
ACCENTURE PLC IRELAND
+$82.0K
1,036
-5%
减持
—
JOHNSON CTLS INTL PLC
-$82.0K
3,102
-37%
增持
REYN
REYNOLDS CONSUMER PRODS INC
+$81.0K
12,280
+10%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$72.0K
1,938
-5%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$69.0K
6,506
+2%
建仓
CIG
CIA ENERGETICA DE MINAS GERA
+$61.0K
25,026
减持
MRK
MERCK & CO INC
-$61.0K
9,943
-9%
减持
ORCL
ORACLE CORP
-$49.0K
18,148
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$45.0K
62,509
+5%
增持
—
LYONDELLBASELL INDUSTRIES N
+$42.0K
15,352
+5%
减持
FHB
FIRST HAWAIIAN INC
-$41.0K
14,822
-2%
增持
PYPL
PAYPAL HLDGS INC
-$35.0K
1,211
+20%
增持
GOOG
ALPHABET INC
+$34.0K
124
+2%
增持
—
SL GREEN RLTY CORP
+$34.0K
4,917
+9%
建仓
SAN
BANCO SANTANDER S.A.
+$33.0K
10,000
增持
JPM
JPMORGAN CHASE & CO
-$20.0K
13,828
+2%
减持
CWEN
CLEARWAY ENERGY INC
-$15.0K
10,834
-19%
增持
V
VISA INC
-$14.0K
7,542
+2%
减持
NVS
NOVARTIS AG
+$4.0K
6,747
-6%
