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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 11
增持 72
减持 53
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$15.3M
7,742,629
+35%
减持
IVV
ISHARES TR
+$6.0M
225,753
-0%
减持
IXUS
ISHARES TR
-$5.2M
54,613
-63%
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
IEMG
ISHARES INC
-$3.5M
0
-100%
增持
GOVT
ISHARES TR
+$3.0M
277,872
+80%
清仓
MUB
ISHARES TR
-$2.9M
0
-100%
增持
AAPL
APPLE INC
+$2.6M
58,460
+8%
增持
IEFA
ISHARES TR
+$2.5M
454,314
+0%
增持
IQLT
ISHARES TR
+$2.0M
550,456
+2%
减持
EXC
EXELON CORP
-$1.9M
15,896
-73%
增持
MSFT
MICROSOFT CORP
+$1.8M
22,520
+14%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$1.5M
36,676
+252%
增持
ISTB
ISHARES TR
+$1.4M
267,084
+11%
减持
IJR
ISHARES TR
-$1.2M
41,342
-25%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
9,051
-6%
清仓
AMAT
APPLIED MATLS INC
-$904.0K
0
-100%
减持
ENB
ENBRIDGE INC
-$827.0K
18,123
-53%
增持
F
FORD MTR CO DEL
+$815.0K
121,225
+98%
建仓
—
LAM RESEARCH CORP
+$794.0K
1,498
清仓
ITOT
ISHARES TR
-$793.0K
0
-100%
减持
STLD
STEEL DYNAMICS INC
-$772.0K
3,171
-73%
增持
RF
REGIONS FINANCIAL CORP NEW
+$749.0K
62,587
+227%
建仓
HPQ
HP INC
+$714.0K
24,333
减持
C
CITIGROUP INC
-$705.0K
14,853
-52%
增持
META
META PLATFORMS INC
+$684.0K
6,735
+9%
建仓
CCI
CROWN CASTLE INC
+$677.0K
5,061
增持
AMZN
AMAZON COM INC
+$669.0K
26,544
+8%
建仓
EQT
EQT CORP
+$658.0K
20,636
清仓
GIS
GENERAL MLS INC
-$612.0K
0
-100%
建仓
—
TOTALENERGIES SE
+$604.0K
10,221
增持
—
BUNGE LIMITED
+$561.0K
8,290
+259%
增持
INTC
INTEL CORP
+$559.0K
58,086
+15%
建仓
GSK
GSK PLC
+$543.0K
15,254
减持
—
LYONDELLBASELL INDUSTRIES N
-$542.0K
8,511
-47%
建仓
MMM
3M CO
+$541.0K
5,148
增持
TSLA
TESLA INC
+$539.0K
5,411
+14%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$508.0K
3,500
-71%
减持
GOOGL
ALPHABET INC
+$451.0K
35,925
-3%
增持
KO
COCA COLA CO
+$406.0K
11,749
+131%
建仓
—
DIAMOND HILL INVT GROUP INC
+$382.0K
2,319
增持
VZ
VERIZON COMMUNICATIONS INC
+$359.0K
65,958
+18%
减持
BAC
BANK AMERICA CORP
-$348.0K
30,082
-17%
清仓
—
CONSOLIDATED WATER CO INC
-$341.0K
0
-100%
建仓
MTB
M & T BK CORP
+$331.0K
2,765
增持
AMD
ADVANCED MICRO DEVICES INC
+$323.0K
8,383
+9%
减持
JNJ
JOHNSON & JOHNSON
-$306.0K
10,204
-5%
清仓
EEM
ISHARES TR
-$298.0K
0
-100%
减持
IJH
ISHARES TR
-$294.0K
42,016
-6%
建仓
O
REALTY INCOME CORP
+$293.0K
4,621
增持
AVGO
BROADCOM INC
+$293.0K
3,313
+1%
减持
VTI
VANGUARD INDEX FDS
+$290.0K
29,199
-2%
增持
—
BROOKFIELD RENEWABLE CORP
+$286.0K
14,914
+75%
减持
MRK
MERCK & CO INC
-$284.0K
13,882
-13%
增持
KEY
KEYCORP
-$272.0K
82,942
+10%
减持
ABBV
ABBVIE INC
-$265.0K
19,439
-7%
增持
FDX
FEDEX CORP
+$261.0K
3,480
+13%
清仓
ALCO
ALICO INC
-$256.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$247.0K
49,139
+1%
减持
ORCL
ORACLE CORP
-$236.0K
14,840
-25%
减持
CVX
CHEVRON CORP NEW
-$234.0K
14,246
-0%
清仓
—
MEDTRONIC PLC
-$232.0K
0
-100%
增持
DIS
DISNEY WALT CO
+$232.0K
10,502
+11%
增持
ABBNY
ABB LTD
+$230.0K
25,424
+21%
减持
GILD
GILEAD SCIENCES INC
-$228.0K
26,018
-6%
减持
AMGN
AMGEN INC
-$218.0K
9,028
-1%
清仓
SUB
ISHARES TR
-$215.0K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$213.0K
0
-100%
清仓
ESGD
ISHARES TR
-$213.0K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$211.0K
0
-100%
增持
—
UNILEVER PLC
+$209.0K
12,987
+41%
建仓
PLD
PROLOGIS INC.
+$208.0K
1,671
增持
OVBC
OHIO VY BANC CORP
+$201.0K
78,085
+27%
增持
HMC
HONDA MOTOR LTD
+$199.0K
30,008
+15%
增持
NUE
NUCOR CORP
+$195.0K
8,367
+1%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$194.0K
10,607
+36%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$192.0K
24,840
+19%
减持
QUAL
ISHARES TR
-$189.0K
6,086
-27%
增持
GNRC
GENERAC HLDGS INC
+$185.0K
5,468
+36%
增持
TXG
10X GENOMICS INC
+$182.0K
7,467
+16%
减持
NFLX
NETFLIX INC
-$177.0K
3,793
-25%
减持
SPGI
S&P GLOBAL INC
-$172.0K
3,405
-15%
增持
QCOM
QUALCOMM INC
+$161.0K
8,664
+1%
增持
—
ECOFIN SUSTAINABLE AND SOCIA
+$156.0K
104,436
+12%
减持
TXN
TEXAS INSTRS INC
+$154.0K
8,555
-2%
减持
MAR
MARRIOTT INTL INC NEW
+$136.0K
7,960
-0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$134.0K
2,626
+1%
减持
SJM
SMUCKER J M CO
-$114.0K
16,167
-4%
增持
AXP
AMERICAN EXPRESS CO
+$112.0K
5,526
+2%
增持
MRNA
MODERNA INC
-$100.0K
4,558
+2%
减持
V
VISA INC
+$96.0K
8,595
-3%
增持
WMT
WALMART INC
+$90.0K
2,442
+28%
增持
GBDC
GOLUB CAP BDC INC
+$88.0K
32,555
+21%
增持
FHB
FIRST HAWAIIAN INC
-$85.0K
17,196
+2%
增持
MCK
MCKESSON CORP
-$84.0K
4,775
+0%
减持
PNC
PNC FINL SVCS GROUP INC
-$83.0K
2,049
-6%
增持
HTGC
HERCULES CAPITAL INC
+$76.0K
43,603
+19%
增持
MAS
MASCO CORP
+$71.0K
21,387
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$68.0K
2,991
+6%
减持
JPM
JPMORGAN CHASE & CO
-$66.0K
16,532
-0%
增持
—
ASML HOLDING N V
+$66.0K
473
+1%
减持
FDLO
FIDELITY COVINGTON TRUST
-$66.0K
231,339
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$63.0K
16,535
+4%
减持
FISV
FISERV INC
+$62.0K
13,584
-7%
增持
TFC
TRUIST FINL CORP
-$61.0K
17,094
+14%
减持
—
HOLOGIC INC
+$58.0K
12,946
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$55.0K
829
-2%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$55.0K
23,704
-13%
增持
MOS
MOSAIC CO NEW
+$55.0K
16,282
+3%
减持
KHC
KRAFT HEINZ CO
-$54.0K
20,408
-1%
减持
IYW
ISHARES TR
+$49.0K
3,614
-6%
减持
GOOG
ALPHABET INC
+$49.0K
4,535
-5%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$48.0K
610
-0%
减持
NVO
NOVO-NORDISK A S
+$47.0K
2,270
-2%
减持
TGT
TARGET CORP
+$44.0K
7,994
-7%
增持
UGI
UGI CORP NEW
+$44.0K
15,684
+16%
减持
PWR
QUANTA SVCS INC
+$43.0K
7,724
-12%
增持
BXP
BOSTON PROPERTIES INC
+$41.0K
4,502
+50%
增持
PRU
PRUDENTIAL FINL INC
-$41.0K
8,137
+13%
增持
XBI
SPDR SER TR
-$38.0K
20,640
+6%
增持
NVS
NOVARTIS AG
+$36.0K
11,068
+2%
增持
PG
PROCTER AND GAMBLE CO
-$34.0K
12,423
+0%
增持
BEN
FRANKLIN RESOURCES INC
+$32.0K
28,852
+2%
减持
NEE
NEXTERA ENERGY INC
-$31.0K
4,480
-0%
清仓
SAN
BANCO SANTANDER S.A.
-$30.0K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$25.0K
1,236
-2%
增持
LOW
LOWES COS INC
+$23.0K
6,330
+1%
减持
UNP
UNION PAC CORP
-$22.0K
1,147
-6%
增持
GPMT
GRANITE PT MTG TR INC
+$22.0K
26,052
+31%
增持
TM
TOYOTA MOTOR CORP
+$21.0K
2,142
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$20.0K
26,560
+5%
增持
DE
DEERE & CO
-$20.0K
2,875
+2%
减持
BA
BOEING CO
+$19.0K
1,203
-3%
增持
SFM
SPROUTS FMRS MKT INC
+$18.0K
6,444
+0%
增持
HD
HOME DEPOT INC
-$17.0K
1,629
+3%
减持
OBDC
OWL ROCK CAPITAL CORPORATION
-$15.0K
26,637
-12%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$14.0K
11,117
+12%
增持
—
PATTERSON COS INC
-$13.0K
20,512
+2%
减持
ROP
ROPER TECHNOLOGIES INC
-$12.0K
3,761
-3%
减持
COST
COSTCO WHSL CORP NEW
+$12.0K
458
-3%
增持
ERIC
ERICSSON
+$11.0K
21,159
+10%
增持
LUV
SOUTHWEST AIRLS CO
-$11.0K
22,800
+2%
增持
CIG
CIA ENERGETICA DE MINAS GERA
+$9.0K
38,127
+2%
增持
BDN
BRANDYWINE RLTY TR
-$9.0K
51,701
+25%
增持
—
23ANDME HOLDING CO
+$8.0K
17,193
+19%
增持
CWEN
CLEARWAY ENERGY INC
+$7.0K
14,861
+3%
减持
IWM
ISHARES TR
+$6.0K
27,455
-2%
增持
NOK
NOKIA CORP
+$5.0K
13,811
+2%
减持
—
ACCENTURE PLC IRELAND
+$5.0K
955
-5%
减持
IWR
ISHARES TR
-$3.0K
3,598
-5%
减持
MA
MASTERCARD INCORPORATED
-$2.0K
788
-5%
