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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 136 项
建仓 8
增持 90
减持 28
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
PCT
PURECYCLE TECHNOLOGIES INC
+$42.7M
5,751,399
增持
IVV
ISHARES TR
-$17.0M
227,746
+0%
增持
IEFA
ISHARES TR
-$5.7M
677,963
+3%
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
IEMG
ISHARES INC
+$4.3M
287,684
+63%
减持
IJH
ISHARES TR
-$3.7M
41,139
-15%
增持
IQLT
ISHARES TR
-$2.2M
539,400
+6%
减持
IWM
ISHARES TR
-$1.6M
28,851
-8%
增持
AAPL
APPLE INC
-$1.6M
53,226
+5%
建仓
ENB
ENBRIDGE INC
+$1.5M
35,681
减持
COST
COSTCO WHSL CORP NEW
-$1.3M
469
-82%
增持
VTI
VANGUARD INDEX FDS
-$1.0M
29,942
+2%
增持
FDLO
FIDELITY COVINGTON TRUST
-$960.0K
236,267
+3%
建仓
NFLX
NETFLIX INC
+$875.0K
5,006
建仓
NUE
NUCOR CORP
+$840.0K
8,047
减持
AXP
AMERICAN EXPRESS CO
-$817.0K
5,304
-36%
增持
NVDA
NVIDIA CORPORATION
-$805.0K
8,694
+12%
减持
IJR
ISHARES TR
-$784.0K
43,131
-2%
增持
AMZN
AMAZON COM INC
-$743.0K
25,083
+2300%
增持
GOOGL
ALPHABET INC
-$741.0K
1,748
+7%
建仓
MOS
MOSAIC CO NEW
+$648.0K
13,714
建仓
AMD
ADVANCED MICRO DEVICES INC
+$561.0K
7,342
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$511.0K
0
-100%
减持
GOVT
ISHARES TR
-$511.0K
192,241
-6%
建仓
FXE
INVESCO CURRENCYSHARES EURO
+$485.0K
5,005
增持
TGT
TARGET CORP
-$472.0K
8,262
+7%
减持
PWR
QUANTA SVCS INC
-$455.0K
9,047
-25%
减持
BAC
BK OF AMERICA CORP
-$399.0K
36,304
-2%
增持
CSCO
CISCO SYS INC
-$391.0K
45,995
+9%
减持
QUAL
ISHARES TR
-$366.0K
10,796
-8%
减持
STIP
ISHARES TR
-$362.0K
64,482
-2%
减持
ORCL
ORACLE CORP
-$356.0K
14,140
-13%
增持
AVGO
BROADCOM INC
+$353.0K
2,878
+73%
增持
MSFT
MICROSOFT CORP
-$348.0K
18,592
+12%
增持
DIS
DISNEY WALT CO
-$342.0K
10,344
+8%
增持
JPM
JPMORGAN CHASE & CO
-$339.0K
16,106
+2%
增持
TSLA
TESLA INC
-$323.0K
1,330
+18%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$318.0K
7,787
+8%
清仓
MCD
MCDONALDS CORP
-$315.0K
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
-$307.0K
7,645
-0%
减持
—
LYONDELLBASELL INDUSTRIES N
-$291.0K
14,982
-4%
增持
DE
DEERE & CO
-$284.0K
2,736
+3%
清仓
—
EATON CORP PLC
-$282.0K
0
-100%
增持
MAS
MASCO CORP
+$280.0K
18,229
+45%
清仓
PLD
PROLOGIS INC.
-$270.0K
0
-100%
减持
ABBV
ABBVIE INC
-$261.0K
19,515
-3%
增持
CVX
CHEVRON CORP NEW
-$254.0K
14,218
+0%
减持
ISTB
ISHARES TR
-$237.0K
26,184
-14%
清仓
—
BLACKROCK INC
-$236.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$232.0K
0
-100%
清仓
MUB
ISHARES TR
-$228.0K
0
-100%
增持
META
META PLATFORMS INC
-$217.0K
6,784
+15%
清仓
HON
HONEYWELL INTL INC
-$213.0K
0
-100%
清仓
BA
BOEING CO
-$209.0K
0
-100%
减持
PRU
PRUDENTIAL FINL INC
-$196.0K
6,291
-7%
增持
SPGI
S&P GLOBAL INC
-$191.0K
3,872
+6%
增持
MRK
MERCK & CO INC
+$187.0K
14,155
+5%
增持
TXN
TEXAS INSTRS INC
-$184.0K
7,853
+4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$175.0K
2,561
+5%
增持
V
VISA INC
-$166.0K
8,657
+3%
增持
AMAT
APPLIED MATLS INC
-$152.0K
8,053
+20%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$142.0K
3,390
+1%
增持
STLD
STEEL DYNAMICS INC
-$141.0K
10,793
+5%
增持
F
FORD MTR CO DEL
-$140.0K
64,805
+27%
增持
INTC
INTEL CORP
-$137.0K
55,199
+24%
增持
GILD
GILEAD SCIENCES INC
+$136.0K
26,958
+5%
增持
SLG
SL GREEN RLTY CORP
-$136.0K
5,001
+11%
减持
IYW
ISHARES TR
-$133.0K
4,205
-8%
清仓
—
SIRIUS XM HOLDINGS INC
-$126.0K
0
-100%
增持
LOW
LOWES COS INC
-$124.0K
6,029
+4%
增持
ABBNY
ABB LTD
-$120.0K
28,212
+4%
增持
HTGC
HERCULES CAPITAL INC
-$118.0K
36,723
+8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$112.0K
65,276
-3%
减持
MCK
MCKESSON CORP
-$107.0K
4,873
-12%
减持
UNP
UNION PAC CORP
-$107.0K
1,284
-8%
增持
FISV
FISERV INC
-$104.0K
13,356
+5%
增持
GNRC
GENERAC HLDGS INC
+$102.0K
2,837
+70%
增持
QCOM
QUALCOMM INC
-$101.0K
7,392
+8%
增持
—
CONSOLIDATED WATER CO INC
+$101.0K
21,020
+14%
增持
UGI
UGI CORP NEW
+$94.0K
11,291
+20%
减持
—
ACCENTURE PLC IRELAND
-$93.0K
1,313
-3%
增持
PG
PROCTER AND GAMBLE CO
-$87.0K
11,627
+1%
减持
CEG
CONSTELLATION ENERGY CORP
-$85.0K
3,679
-30%
减持
EEM
ISHARES TR
-$81.0K
9,982
-6%
建仓
—
MIX TELEMATICS LTD
+$81.0K
10,004
增持
BDN
BRANDYWINE RLTY TR
-$80.0K
40,809
+22%
增持
EXC
EXELON CORP
+$80.0K
61,455
+8%
增持
—
HOLOGIC INC
-$79.0K
12,704
+2%
增持
GIS
GENERAL MLS INC
+$79.0K
6,617
+7%
增持
TFC
TRUIST FINL CORP
-$72.0K
13,533
+7%
减持
JNJ
JOHNSON & JOHNSON
-$65.0K
9,993
-4%
增持
FHB
FIRST HAWAIIAN INC
-$59.0K
15,666
+5%
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$58.0K
553
+10%
增持
NVS
NOVARTIS AG
+$57.0K
9,355
+12%
增持
BXP
BOSTON PROPERTIES INC
-$56.0K
2,746
+18%
增持
AMGN
AMGEN INC
+$55.0K
8,564
+2%
增持
FDX
FEDEX CORP
+$54.0K
3,365
+10%
增持
SJM
SMUCKER J M CO
+$52.0K
15,791
+9%
增持
KEY
KEYCORP
-$52.0K
75,037
+25%
增持
—
BUNGE LIMITED
-$51.0K
3,041
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$48.0K
23,470
-3%
增持
TM
TOYOTA MOTOR CORP
+$47.0K
1,695
+43%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$46.0K
14,767
-6%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
-$45.0K
9,557
+6%
增持
LUV
SOUTHWEST AIRLS CO
-$42.0K
20,832
+20%
增持
KHC
KRAFT HEINZ CO
+$42.0K
16,467
+11%
增持
CMCSA
COMCAST CORP NEW
-$39.0K
7,687
+5%
增持
BEN
FRANKLIN RESOURCES INC
-$35.0K
26,060
+13%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$32.0K
10,964
+6%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$31.0K
22,083
+14%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
-$31.0K
25,835
+9%
增持
NEE
NEXTERA ENERGY INC
-$29.0K
4,586
+1%
增持
—
UNILEVER PLC
+$27.0K
7,279
+8%
增持
MRNA
MODERNA INC
-$27.0K
4,496
+16%
减持
ABT
ABBOTT LABS
-$23.0K
2,078
-1%
增持
—
23ANDME HOLDING CO
-$22.0K
18,487
+4%
增持
C
CITIGROUP INC
+$22.0K
31,329
+18%
增持
ERIC
ERICSSON
-$20.0K
19,818
+9%
增持
—
BROOKFIELD RENEWABLE CORP
-$19.0K
7,394
+15%
减持
NOK
NOKIA CORP
-$19.0K
14,004
-9%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$19.0K
8,535
+12%
增持
ALCO
ALICO INC
+$18.0K
10,646
+11%
增持
NVO
NOVO-NORDISK A S
+$17.0K
2,453
+6%
增持
CIG
CIA ENERGETICA DE MINAS GERA
-$17.0K
40,660
+32%
增持
GBDC
GOLUB CAP BDC INC
-$16.0K
19,322
+10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$13.0K
2,731
+36%
增持
HMC
HONDA MOTOR LTD
-$11.0K
24,064
+15%
增持
—
ECOFIN SUSTAINABLE AND SOCIA
+$11.0K
88,376
+10%
增持
—
PATTERSON COS INC
+$9.0K
16,008
+9%
增持
KO
COCA COLA CO
+$9.0K
5,135
+1%
增持
GPMT
GRANITE PT MTG TR INC
+$7.0K
15,828
+22%
增持
RF
REGIONS FINANCIAL CORP NEW
+$6.0K
14,609
+21%
增持
CWEN
CLEARWAY ENERGY INC
+$6.0K
12,734
+6%
增持
ROP
ROPER TECHNOLOGIES INC
+$3.0K
3,674
+20%
增持
UNFI
UNITED NAT FOODS INC
+$3.0K
5,398
+6%
增持
PCTTU
PURECYCLE TECHNOLOGIES INC
-$2.0K
11,050
+0%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
-$1.0K
19,437
+25%
