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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 136 项
建仓 74
增持 25
减持 29
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
IVV
ISHARES TR
+$91.2M
212,325
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$36.7M
5,569,946
-12%
建仓
FDLO
FIDELITY COVINGTON TRUST
+$10.4M
214,143
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
IJH
ISHARES TR
+$9.4M
37,765
建仓
AAPL
APPLE INC
+$9.4M
54,821
清仓
GOVT
ISHARES TR
-$7.1M
0
-100%
建仓
MSFT
MICROSOFT CORP
+$6.3M
19,887
建仓
SUB
ISHARES TR
+$6.3M
60,760
建仓
VTI
VANGUARD INDEX FDS
+$5.6M
26,178
建仓
IWM
ISHARES TR
+$4.7M
26,404
建仓
IJR
ISHARES TR
+$3.8M
40,253
建仓
AMZN
AMAZON COM INC
+$3.2M
24,818
建仓
IAT
ISHARES TR
+$2.9M
86,419
建仓
AMGN
AMGEN INC
+$2.4M
8,909
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$2.3M
16,367
建仓
OVBC
OHIO VY BANC CORP
+$2.3M
94,109
建仓
CVX
CHEVRON CORP NEW
+$2.0M
12,145
建仓
GILD
GILEAD SCIENCES INC
+$1.9M
25,097
建仓
SJM
SMUCKER J M CO
+$1.9M
15,082
建仓
TXN
TEXAS INSTRS INC
+$1.8M
11,549
建仓
ROP
ROPER TECHNOLOGIES INC
+$1.7M
3,468
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$1.6M
3,062
建仓
JNJ
JOHNSON & JOHNSON
+$1.5M
9,790
建仓
MAR
MARRIOTT INTL INC NEW
+$1.5M
7,651
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$1.5M
25,829
建仓
F
FORD MTR CO DEL
+$1.4M
116,544
减持
IEFA
ISHARES TR
-$1.4M
432,519
-0%
建仓
FISV
FISERV INC
+$1.4M
12,362
建仓
INTC
INTEL CORP
+$1.4M
38,823
建仓
LOW
LOWES COS INC
+$1.4M
6,621
建仓
NUE
NUCOR CORP
+$1.3M
8,290
建仓
PG
PROCTER AND GAMBLE CO
+$1.3M
8,626
建仓
DE
DEERE & CO
+$1.2M
3,067
建仓
MAS
MASCO CORP
+$1.1M
20,132
建仓
KVUE
KENVUE INC
+$1.1M
53,133
增持
XIFR
NEXTERA ENERGY PARTNERS LP
-$1.1M
37,659
+2%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$1.1M
10,498
增持
IQLT
ISHARES TR
-$1.0M
533,476
+0%
建仓
HMC
HONDA MOTOR LTD
+$995.0K
29,587
增持
ISTB
ISHARES TR
+$947.0K
151,588
+16%
建仓
QCOM
QUALCOMM INC
+$894.0K
8,053
建仓
—
HOLOGIC INC
+$835.0K
12,026
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$828.0K
747
建仓
—
LAM RESEARCH CORP
+$825.0K
1,316
建仓
AXP
AMERICAN EXPRESS CO
+$812.0K
5,440
建仓
DIS
DISNEY WALT CO
+$804.0K
9,917
建仓
HUBB
HUBBELL INC
+$794.0K
2,532
建仓
KHC
KRAFT HEINZ CO
+$789.0K
23,462
建仓
AMD
ADVANCED MICRO DEVICES INC
+$776.0K
7,544
清仓
—
BUNGE LIMITED
-$763.0K
0
-100%
建仓
PRU
PRUDENTIAL FINL INC
+$711.0K
7,495
建仓
—
UNILEVER PLC
+$699.0K
14,153
建仓
HTGC
HERCULES CAPITAL INC
+$695.0K
42,335
建仓
BAC
BANK AMERICA CORP
+$680.0K
24,826
建仓
IWB
ISHARES TR
+$660.0K
2,810
建仓
LUV
SOUTHWEST AIRLS CO
+$649.0K
23,979
建仓
—
PATTERSON COS INC
+$622.0K
20,970
建仓
C
CITIGROUP INC
+$619.0K
15,042
建仓
GNRC
GENERAC HLDGS INC
+$599.0K
5,493
建仓
KO
COCA COLA CO
+$572.0K
10,216
建仓
VOO
VANGUARD INDEX FDS
+$562.0K
1,430
建仓
BEN
FRANKLIN RESOURCES INC
+$560.0K
22,771
建仓
TM
TOYOTA MOTOR CORP
+$483.0K
2,687
减持
AVGO
BROADCOM INC
-$452.0K
2,937
-12%
建仓
SWK
STANLEY BLACK & DECKER INC
+$435.0K
5,206
清仓
UNH
UNITEDHEALTH GROUP INC
-$423.0K
0
-100%
建仓
UGI
UGI CORP NEW
+$407.0K
17,680
减持
NFLX
NETFLIX INC
-$367.0K
3,422
-9%
建仓
HSY
HERSHEY CO
+$361.0K
1,806
清仓
NEE
NEXTERA ENERGY INC
-$354.0K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$316.0K
3,476
建仓
BXP
BOSTON PROPERTIES INC
+$290.0K
4,872
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$267.0K
3,076
建仓
O
REALTY INCOME CORP
+$265.0K
5,302
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$258.0K
11,582
建仓
BA
BOEING CO
+$254.0K
1,323
建仓
BDN
BRANDYWINE RLTY TR
+$250.0K
55,154
建仓
IWR
ISHARES TR
+$249.0K
3,598
清仓
COST
COSTCO WHSL CORP NEW
-$247.0K
0
-100%
清仓
CFA
VICTORY PORTFOLIOS II
-$244.0K
0
-100%
减持
TGT
TARGET CORP
-$228.0K
7,375
-7%
清仓
CMCSA
COMCAST CORP NEW
-$223.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$222.0K
68,830
+4%
建仓
SLG
SL GREEN RLTY CORP
+$221.0K
5,912
减持
MRK
MERCK & CO INC
-$216.0K
11,668
-5%
清仓
PLD
PROLOGIS INC.
-$210.0K
0
-100%
减持
GOOG
ALPHABET INC
-$210.0K
2,510
-44%
建仓
IYW
ISHARES TR
+$206.0K
1,962
建仓
XLE
SELECT SECTOR SPDR TR
+$204.0K
2,260
减持
SPGI
S&P GLOBAL INC
-$204.0K
3,112
-7%
减持
ABBV
ABBVIE INC
+$202.0K
17,418
-2%
增持
ORCL
ORACLE CORP
-$176.0K
14,482
+1%
增持
XBI
SPDR SER TR
-$165.0K
21,890
+3%
减持
GOOGL
ALPHABET INC
+$155.0K
32,769
-5%
减持
IXUS
ISHARES TR
-$146.0K
54,181
-0%
减持
MRNA
MODERNA INC
-$133.0K
3,986
-11%
减持
—
ATLANTICA SUSTAINABLE INFR P
-$127.0K
21,560
-6%
增持
—
TOTALENERGIES SE
+$125.0K
10,977
+6%
减持
JPM
JPMORGAN CHASE & CO
-$124.0K
15,933
-5%
建仓
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$113.0K
11,630
减持
PWR
QUANTA SVCS INC
-$97.0K
7,342
-2%
减持
V
VISA INC
-$95.0K
8,340
-2%
建仓
UA
UNDER ARMOUR INC
+$92.0K
14,444
增持
HPQ
HP INC
-$91.0K
25,461
+5%
减持
—
ACCENTURE PLC IRELAND
-$87.0K
777
-26%
建仓
CIG
CIA ENERGETICA DE MINAS GERA
+$72.0K
29,900
减持
META
META PLATFORMS INC
-$70.0K
5,919
-8%
增持
GBDC
GOLUB CAP BDC INC
+$69.0K
34,812
+6%
增持
—
BROOKFIELD RENEWABLE CORP
-$64.0K
18,327
+15%
增持
—
ASML HOLDING N V
-$63.0K
480
+1%
增持
CCI
CROWN CASTLE INC
-$62.0K
5,743
+11%
减持
MOS
MOSAIC CO NEW
-$57.0K
14,435
-11%
增持
GSK
GSK PLC
+$56.0K
16,516
+8%
增持
ENB
ENBRIDGE INC
-$51.0K
18,618
+3%
建仓
NOK
NOKIA CORP
+$51.0K
13,766
减持
MA
MASTERCARD INCORPORATED
-$49.0K
642
-17%
减持
FDX
FEDEX CORP
+$48.0K
3,527
-1%
增持
—
LYONDELLBASELL INDUSTRIES N
+$48.0K
7,838
+4%
增持
CWEN
CLEARWAY ENERGY INC
-$46.0K
17,879
+20%
增持
—
DIAMOND HILL INVT GROUP INC
+$40.0K
2,621
+12%
减持
SFM
SPROUTS FMRS MKT INC
+$37.0K
6,194
-0%
减持
EQT
EQT CORP
-$36.0K
19,342
-3%
增持
EXC
EXELON CORP
-$33.0K
15,855
+2%
减持
CSCO
CISCO SYS INC
+$31.0K
47,611
-3%
增持
NVS
NOVARTIS AG
+$30.0K
11,269
+2%
减持
ADBE
ADOBE INC
+$25.0K
2,486
-2%
减持
—
23ANDME HOLDING CO
-$25.0K
25,792
-9%
减持
QUAL
ISHARES TR
-$24.0K
6,051
-1%
增持
TSLA
TESLA INC
-$24.0K
5,714
+3%
减持
MCK
MCKESSON CORP
-$22.0K
4,545
-3%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$22.0K
24,070
+2%
增持
—
ECOFIN SUSTAINABLE AND SOCIA
-$19.0K
104,458
+3%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$17.0K
26,410
+2%
增持
MMM
3M CO
+$12.0K
5,605
+9%
减持
NVDA
NVIDIA CORPORATION
+$8.0K
8,338
-3%
增持
GPMT
GRANITE PT MTG TR INC
-$6.0K
26,961
+4%
