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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 149 项
建仓 15
增持 79
减持 47
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
ISTB
ISHARES TR
+$10.9M
240,945
+3746%
减持
IEMG
ISHARES INC
-$8.7M
75,291
-73%
建仓
IXUS
ISHARES TR
+$8.6M
148,782
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。
减持
IEFA
ISHARES TR
-$8.1M
452,144
-34%
增持
PCT
PURECYCLE TECHNOLOGIES INC
-$7.5M
5,751,663
+0%
清仓
STIP
ISHARES TR
-$5.8M
0
-100%
减持
IVV
ISHARES TR
+$5.0M
225,907
-1%
建仓
MUB
ISHARES TR
+$2.9M
27,190
增持
IJH
ISHARES TR
+$1.9M
44,669
+10%
减持
IQLT
ISHARES TR
+$1.9M
538,814
-4%
建仓
XBI
SPDR SER TR
+$1.6M
19,406
增持
IJR
ISHARES TR
+$1.5M
54,784
+28%
减持
FDLO
FIDELITY COVINGTON TRUST
+$968.0K
239,290
-0%
清仓
KMB
KIMBERLY-CLARK CORP
-$961.0K
0
-100%
减持
GOVT
ISHARES TR
-$857.0K
153,960
-20%
减持
AMZN
AMAZON COM INC
-$845.0K
24,684
-4%
建仓
ITOT
ISHARES TR
+$793.0K
9,350
增持
ORCL
ORACLE CORP
+$754.0K
19,754
+40%
增持
ABBV
ABBVIE INC
+$692.0K
20,808
+5%
增持
GILD
GILEAD SCIENCES INC
+$685.0K
27,807
+1%
增持
CVX
CHEVRON CORP NEW
+$537.0K
14,250
+1%
增持
JPM
JPMORGAN CHASE & CO
+$536.0K
16,552
+3%
增持
TSLA
TESLA INC
-$498.0K
4,743
+16%
增持
MRK
MERCK & CO INC
+$493.0K
15,876
+8%
增持
AVGO
BROADCOM INC
+$487.0K
3,277
+8%
增持
SJM
SMUCKER J M CO
+$450.0K
16,774
+4%
建仓
HSY
HERSHEY CO
+$443.0K
1,915
增持
CSCO
CISCO SYS INC
+$441.0K
48,732
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$429.0K
15,838
+4%
增持
AMGN
AMGEN INC
+$425.0K
9,140
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$411.0K
55,995
-19%
增持
PG
PROCTER AND GAMBLE CO
+$384.0K
12,411
+5%
增持
AAPL
APPLE INC
-$356.0K
54,189
+1%
增持
STLD
STEEL DYNAMICS INC
+$334.0K
11,580
+3%
增持
ROP
ROPER TECHNOLOGIES INC
+$328.0K
3,863
+4%
减持
VTI
VANGUARD INDEX FDS
+$328.0K
29,657
-0%
增持
MSFT
MICROSOFT CORP
+$327.0K
19,673
+4%
增持
NVDA
NVIDIA CORPORATION
+$309.0K
9,646
+6%
增持
V
VISA INC
+$308.0K
8,866
+3%
增持
NFLX
NETFLIX INC
+$302.0K
5,043
+0%
增持
DE
DEERE & CO
+$299.0K
2,816
+4%
增持
—
LYONDELLBASELL INDUSTRIES N
+$295.0K
16,153
+16%
清仓
CEG
CONSTELLATION ENERGY CORP
-$290.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$276.0K
10,687
+8%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$262.0K
612
+6%
减持
MRNA
MODERNA INC
+$258.0K
4,452
-3%
建仓
—
ASML HOLDING N V
+$256.0K
468
增持
KHC
KRAFT HEINZ CO
+$247.0K
20,708
+16%
建仓
BA
BOEING CO
+$237.0K
1,243
增持
NUE
NUCOR CORP
+$235.0K
8,320
+3%
建仓
TXG
10X GENOMICS INC
+$235.0K
6,443
建仓
—
MEDTRONIC PLC
+$232.0K
2,991
清仓
CMCSA
COMCAST CORP NEW
-$229.0K
0
-100%
清仓
FXE
INVESCO CURRENCYSHARES EURO
-$229.0K
0
-100%
增持
FISV
FISERV INC
+$221.0K
14,574
+9%
建仓
BNY
BANK NEW YORK MELLON CORP
+$219.0K
4,813
清仓
SLG
SL GREEN RLTY CORP
-$219.0K
0
-100%
增持
NVS
NOVARTIS AG
+$218.0K
10,830
+8%
建仓
SUB
ISHARES TR
+$215.0K
2,058
增持
AMAT
APPLIED MATLS INC
+$214.0K
9,287
+10%
建仓
XLE
SELECT SECTOR SPDR TR
+$213.0K
2,439
建仓
ESGD
ISHARES TR
+$213.0K
3,233
建仓
SYK
STRYKER CORPORATION
+$211.0K
861
增持
TXN
TEXAS INSTRS INC
+$209.0K
8,698
+10%
建仓
SFM
SPROUTS FMRS MKT INC
+$208.0K
6,429
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$206.0K
3,487
+3%
清仓
ABT
ABBOTT LABS
-$206.0K
0
-100%
减持
IWM
ISHARES TR
+$191.0K
28,056
-2%
减持
INTC
INTEL CORP
-$180.0K
50,649
-14%
减持
EXC
EXELON CORP
+$176.0K
59,038
-7%
减持
META
META PLATFORMS INC
-$175.0K
6,175
-9%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$165.0K
27,128
+21%
减持
QUAL
ISHARES TR
-$164.0K
8,282
-22%
增持
SPGI
S&P GLOBAL INC
+$162.0K
4,020
+4%
减持
DIS
DISNEY WALT CO
-$156.0K
9,434
-9%
增持
—
HOLOGIC INC
+$153.0K
13,200
+2%
增持
ENB
ENBRIDGE INC
+$151.0K
38,834
+5%
增持
BEN
FRANKLIN RESOURCES INC
+$148.0K
28,228
+2%
增持
PRU
PRUDENTIAL FINL INC
+$146.0K
7,178
+8%
增持
—
PATTERSON COS INC
+$143.0K
20,065
+15%
减持
MCK
MCKESSON CORP
+$142.0K
4,755
-2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$136.0K
2,608
-3%
增持
GNRC
GENERAC HLDGS INC
-$124.0K
4,034
+36%
增持
MAS
MASCO CORP
+$118.0K
21,246
+13%
减持
PWR
QUANTA SVCS INC
+$115.0K
8,728
-2%
增持
BAC
BANK AMERICA CORP
+$113.0K
36,460
+1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$108.0K
11,868
+8%
增持
GOOGL
ALPHABET INC
-$107.0K
37,131
+5%
增持
MAR
MARRIOTT INTL INC NEW
+$106.0K
7,967
+3%
减持
ABBNY
ABB LTD
-$103.0K
21,086
-27%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$103.0K
25,304
+5%
增持
UGI
UGI CORP NEW
+$101.0K
13,502
+9%
增持
—
UNILEVER PLC
+$100.0K
9,241
+11%
增持
LOW
LOWES COS INC
+$98.0K
6,240
+2%
增持
GIS
GENERAL MLS INC
+$92.0K
7,296
+7%
增持
RF
REGIONS FINANCIAL CORP NEW
+$91.0K
19,152
+19%
增持
GBDC
GOLUB CAP BDC INC
+$83.0K
26,795
+23%
增持
QCOM
QUALCOMM INC
+$83.0K
8,591
+13%
增持
AXP
AMERICAN EXPRESS CO
+$82.0K
5,413
+2%
增持
LUV
SOUTHWEST AIRLS CO
+$80.0K
22,353
+2%
清仓
—
MIX TELEMATICS LTD
-$77.0K
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$75.0K
9,910
+6%
增持
MA
MASTERCARD INCORPORATED
+$71.0K
829
+9%
减持
NVO
NOVO-NORDISK A S
+$69.0K
2,319
-6%
减持
ALCO
ALICO INC
-$69.0K
10,708
-7%
减持
EEM
ISHARES TR
-$65.0K
7,852
-25%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$63.0K
30,377
+9%
减持
BDN
BRANDYWINE RLTY TR
-$58.0K
41,366
-11%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$56.0K
7,815
+1%
减持
GOOG
ALPHABET INC
-$55.0K
4,770
-4%
增持
TFC
TRUIST FINL CORP
+$41.0K
14,974
+8%
增持
CWEN
CLEARWAY ENERGY INC
+$41.0K
14,413
+10%
增持
FHB
FIRST HAWAIIAN INC
+$40.0K
16,880
+4%
减持
HTGC
HERCULES CAPITAL INC
+$38.0K
36,785
-5%
减持
KEY
KEYCORP
+$35.0K
75,195
-6%
减持
KO
COCA COLA CO
+$35.0K
5,078
-1%
减持
VOO
VANGUARD INDEX FDS
+$33.0K
1,505
-0%
增持
IWR
ISHARES TR
+$31.0K
3,781
+5%
增持
TGT
TARGET CORP
+$31.0K
8,585
+2%
减持
C
CITIGROUP INC
+$31.0K
30,984
-6%
减持
—
ECOFIN SUSTAINABLE AND SOCIA
-$29.0K
93,335
-3%
减持
BXP
BOSTON PROPERTIES INC
-$27.0K
3,004
-2%
增持
WMT
WALMART INC
+$27.0K
1,902
+1%
减持
PEP
PEPSICO INC
+$25.0K
1,938
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$25.0K
844
+1%
减持
F
FORD MTR CO DEL
-$23.0K
61,234
-7%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$23.0K
10,415
+6%
减持
HMC
HONDA MOTOR LTD
+$22.0K
26,057
-2%
减持
—
23ANDME HOLDING CO
-$22.0K
14,443
-22%
减持
FDX
FEDEX CORP
+$21.0K
3,084
-11%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$20.0K
1,256
+2%
减持
NEE
NEXTERA ENERGY INC
+$18.0K
4,495
-1%
减持
—
ACCENTURE PLC IRELAND
-$18.0K
1,006
-9%
增持
—
BROOKFIELD RENEWABLE CORP
-$16.0K
8,518
+11%
增持
MOS
MOSAIC CO NEW
+$16.0K
15,783
+13%
增持
TM
TOYOTA MOTOR CORP
+$15.0K
2,062
+1%
减持
PNC
PNC FINL SVCS GROUP INC
+$13.0K
2,174
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$12.0K
7,705
+0%
减持
IYW
ISHARES TR
-$9.0K
3,834
-5%
增持
—
CONSOLIDATED WATER CO INC
+$7.0K
23,045
+6%
增持
GPMT
GRANITE PT MTG TR INC
-$7.0K
19,924
+12%
减持
—
BUNGE LIMITED
-$7.0K
2,312
-20%
增持
—
ATLANTICA SUSTAINABLE INFR P
-$6.0K
20,930
+0%
减持
CIG
CIA ENERGETICA DE MINAS GERA
-$5.0K
37,527
-7%
增持
COST
COSTCO WHSL CORP NEW
-$5.0K
473
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.0K
2,816
-6%
减持
ERIC
ERICSSON
-$4.0K
19,289
-5%
减持
NOK
NOKIA CORP
+$2.0K
13,516
-5%
减持
UNP
UNION PAC CORP
+$0
1,223
-6%
