小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 143 项
建仓 2
增持 21
减持 37
清仓 83
方向
标的
Δ市值
现股数(环比)
清仓
IVV
ISHARES TR
-$92.8M
0
-100%
减持
PCT
PURECYCLE TECHNOLOGIES INC
+$13.7M
6,352,629
-18%
清仓
FDLO
FIDELITY COVINGTON TRUST
-$11.0M
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
IJH
ISHARES TR
-$10.5M
0
-100%
清仓
AAPL
APPLE INC
-$9.6M
0
-100%
减持
ISTB
ISHARES TR
-$6.5M
130,442
-51%
清仓
MSFT
MICROSOFT CORP
-$6.5M
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$6.0M
0
-100%
清仓
IWM
ISHARES TR
-$4.9M
0
-100%
清仓
IJR
ISHARES TR
-$4.0M
0
-100%
清仓
AMZN
AMAZON COM INC
-$2.7M
0
-100%
清仓
SJM
SMUCKER J M CO
-$2.5M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$2.3M
0
-100%
清仓
AMGN
AMGEN INC
-$2.2M
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$2.2M
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$2.2M
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$1.9M
0
-100%
清仓
INTC
INTEL CORP
-$1.9M
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$1.8M
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.8M
0
-100%
清仓
OVBC
OHIO VY BANC CORP
-$1.8M
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$1.7M
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$1.6M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$1.6M
0
-100%
清仓
FISV
FISERV INC
-$1.5M
0
-100%
清仓
F
FORD MTR CO DEL
-$1.5M
0
-100%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$1.3M
0
-100%
清仓
MAR
MARRIOTT INTL INC NEW
-$1.3M
0
-100%
清仓
NUE
NUCOR CORP
-$1.3M
0
-100%
清仓
LOW
LOWES COS INC
-$1.3M
0
-100%
清仓
DE
DEERE & CO
-$1.2M
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$1.2M
0
-100%
减持
IEFA
ISHARES TR
-$1.1M
433,275
-5%
清仓
QCOM
QUALCOMM INC
-$1.1M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
8,554
-5%
清仓
MAS
MASCO CORP
-$1.1M
0
-100%
清仓
DIS
DISNEY WALT CO
-$1.1M
0
-100%
清仓
—
HOLOGIC INC
-$1.0M
0
-100%
清仓
KEY
KEYCORP
-$1.0M
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$933.0K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$912.0K
0
-100%
清仓
ABBNY
ABB LTD
-$872.0K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$860.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$822.0K
0
-100%
清仓
HMC
HONDA MOTOR LTD
-$795.0K
0
-100%
清仓
—
LAM RESEARCH CORP
-$794.0K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$789.0K
0
-100%
清仓
BEN
FRANKLIN RESOURCES INC
-$777.0K
0
-100%
增持
AVGO
BROADCOM INC
+$766.0K
3,333
+1%
清仓
LUV
SOUTHWEST AIRLS CO
-$742.0K
0
-100%
清仓
KO
COCA COLA CO
-$729.0K
0
-100%
清仓
IWB
ISHARES TR
-$711.0K
0
-100%
减持
ABBV
ABBVIE INC
-$704.0K
17,768
-9%
清仓
C
CITIGROUP INC
-$696.0K
0
-100%
清仓
—
UNILEVER PLC
-$674.0K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$673.0K
0
-100%
增持
GOVT
ISHARES TR
+$626.0K
311,063
+12%
清仓
HUBB
HUBBELL INC
-$616.0K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$591.0K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$583.0K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$566.0K
0
-100%
清仓
HTGC
HERCULES CAPITAL INC
-$562.0K
0
-100%
清仓
—
PATTERSON COS INC
-$549.0K
0
-100%
清仓
UGI
UGI CORP NEW
-$545.0K
0
-100%
减持
IQLT
ISHARES TR
-$494.0K
531,933
-3%
清仓
HSY
HERSHEY CO
-$487.0K
0
-100%
清仓
HD
HOME DEPOT INC
-$481.0K
0
-100%
减持
META
META PLATFORMS INC
+$420.0K
6,437
-4%
减持
GOOGL
ALPHABET INC
+$406.0K
34,532
-4%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$384.0K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$361.0K
0
-100%
清仓
WMT
WALMART INC
-$360.0K
0
-100%
清仓
STLD
STEEL DYNAMICS INC
-$359.0K
0
-100%
清仓
FHB
FIRST HAWAIIAN INC
-$355.0K
0
-100%
清仓
PEP
PEPSICO INC
-$350.0K
0
-100%
减持
NFLX
NETFLIX INC
+$349.0K
3,767
-1%
清仓
IYW
ISHARES TR
-$335.0K
0
-100%
增持
TSLA
TESLA INC
+$331.0K
5,553
+3%
减持
ORCL
ORACLE CORP
+$331.0K
14,361
-3%
清仓
MTB
M & T BK CORP
-$331.0K
0
-100%
清仓
TM
TOYOTA MOTOR CORP
-$303.0K
0
-100%
减持
MCK
MCKESSON CORP
+$298.0K
4,676
-2%
清仓
O
REALTY INCOME CORP
-$293.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$281.0K
16,739
+1%
减持
TGT
TARGET CORP
-$281.0K
7,906
-1%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$278.0K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$275.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$260.0K
0
-100%
清仓
BA
BOEING CO
-$256.0K
0
-100%
清仓
IWR
ISHARES TR
-$252.0K
0
-100%
清仓
BDN
BRANDYWINE RLTY TR
-$245.0K
0
-100%
建仓
CFA
VICTORY PORTFOLIOS II
+$244.0K
3,434
清仓
BXP
BOSTON PROPERTIES INC
-$244.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$231.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$231.0K
2,541
-3%
建仓
CMCSA
COMCAST CORP NEW
+$223.0K
5,363
清仓
BNY
BANK NEW YORK MELLON CORP
-$219.0K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$219.0K
0
-100%
减持
—
ATLANTICA SUSTAINABLE INFR P
-$195.0K
23,016
-7%
增持
XBI
SPDR SER TR
+$190.0K
21,190
+3%
减持
PWR
QUANTA SVCS INC
+$183.0K
7,483
-3%
增持
MOS
MOSAIC CO NEW
-$176.0K
16,301
+0%
减持
SPGI
S&P GLOBAL INC
+$167.0K
3,344
-2%
减持
EQT
EQT CORP
+$163.0K
19,953
-3%
减持
MRNA
MODERNA INC
-$155.0K
4,484
-2%
清仓
ERIC
ERICSSON
-$124.0K
0
-100%
清仓
UA
UNDER ARMOUR INC
-$123.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$112.0K
65,966
+0%
减持
—
LYONDELLBASELL INDUSTRIES N
-$105.0K
7,554
-11%
增持
NVS
NOVARTIS AG
+$100.0K
11,084
+0%
增持
FDX
FEDEX CORP
+$91.0K
3,573
+3%
增持
CCI
CROWN CASTLE INC
-$86.0K
5,186
+2%
清仓
CIG
CIA ENERGETICA DE MINAS GERA
-$85.0K
0
-100%
减持
—
ECOFIN SUSTAINABLE AND SOCIA
-$85.0K
101,741
-3%
减持
V
VISA INC
+$75.0K
8,477
-1%
减持
GOOG
ALPHABET INC
+$69.0K
4,470
-1%
清仓
NOK
NOKIA CORP
-$68.0K
0
-100%
减持
MRK
MERCK & CO INC
-$60.0K
12,279
-12%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
-$55.0K
37,064
+1%
增持
—
ACCENTURE PLC IRELAND
+$53.0K
1,055
+10%
减持
CWEN
CLEARWAY ENERGY INC
-$42.0K
14,853
-0%
减持
CSCO
CISCO SYS INC
-$40.0K
48,882
-1%
减持
EXC
EXELON CORP
-$34.0K
15,516
-2%
减持
HPQ
HP INC
+$31.0K
24,259
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$31.0K
881
+6%
减持
—
BUNGE LIMITED
-$29.0K
8,092
-2%
减持
MMM
3M CO
-$28.0K
5,121
-1%
增持
—
ASML HOLDING N V
+$24.0K
477
+1%
减持
ENB
ENBRIDGE INC
-$22.0K
18,004
-1%
增持
—
DIAMOND HILL INVT GROUP INC
+$20.0K
2,349
+1%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$18.0K
23,568
-1%
增持
—
BROOKFIELD RENEWABLE CORP
-$18.0K
15,959
+7%
减持
MA
MASTERCARD INCORPORATED
+$17.0K
770
-2%
减持
IXUS
ISHARES TR
+$13.0K
54,238
-1%
减持
OBDC
OWL ROCK CAPITAL CORPORATION
+$13.0K
26,015
-2%
增持
—
23ANDME HOLDING CO
+$11.0K
28,292
+65%
增持
NEE
NEXTERA ENERGY INC
+$9.0K
4,767
+6%
减持
GPMT
GRANITE PT MTG TR INC
+$9.0K
25,961
-0%
增持
—
TOTALENERGIES SE
-$7.0K
10,359
+1%
减持
SFM
SPROUTS FMRS MKT INC
+$2.0K
6,202
-4%
增持
PLD
PROLOGIS INC.
+$2.0K
1,711
+2%
增持
GBDC
GOLUB CAP BDC INC
+$1.0K
32,768
+1%
减持
GSK
GSK PLC
+$0
15,243
-0%