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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 134 项
建仓 13
增持 65
减持 52
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$8.7M
209,166
-1%
增持
PCT
PURECYCLE TECHNOLOGIES INC
-$8.6M
5,603,567
+1%
增持
XBI
SPDR SER TR
+$6.7M
93,015
+325%
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
HDV
ISHARES TR
+$2.2M
21,787
增持
IQLT
ISHARES TR
+$2.2M
535,054
+0%
减持
IEFA
ISHARES TR
+$1.9M
422,379
-2%
增持
MSFT
MICROSOFT CORP
+$1.5M
20,764
+4%
增持
AAPL
APPLE INC
+$1.2M
54,907
+0%
增持
IJR
ISHARES TR
+$1.2M
46,015
+14%
建仓
IGF
ISHARES TR
+$1.0M
21,728
增持
AVGO
BROADCOM INC
+$956.0K
3,041
+4%
增持
IAT
ISHARES TR
+$942.0K
91,928
+6%
清仓
FDX
FEDEX CORP
-$934.0K
0
-100%
减持
FDLO
FIDELITY COVINGTON TRUST
+$883.0K
213,267
-0%
建仓
ITOT
ISHARES TR
+$811.0K
7,703
建仓
DAL
DELTA AIR LINES INC DEL
+$678.0K
16,861
清仓
LUV
SOUTHWEST AIRLS CO
-$649.0K
0
-100%
减持
INTC
INTEL CORP
+$556.0K
38,519
-1%
减持
AMZN
AMAZON COM INC
+$551.0K
24,392
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$535.0K
17,307
+6%
建仓
AGG
ISHARES TR
+$469.0K
4,725
减持
VTI
VANGUARD INDEX FDS
+$455.0K
25,355
-3%
减持
IWM
ISHARES TR
+$439.0K
25,438
-4%
增持
SUB
ISHARES TR
+$421.0K
63,272
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$420.0K
21,026
-19%
减持
NVDA
NVIDIA CORPORATION
+$403.0K
8,138
-2%
减持
JPM
JPMORGAN CHASE & CO
+$397.0K
15,922
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$395.0K
7,944
+5%
建仓
TMDX
TRANSMEDICS GROUP INC
+$390.0K
4,945
增持
NFLX
NETFLIX INC
+$376.0K
3,426
+0%
增持
ISTB
ISHARES TR
+$363.0K
155,460
+3%
增持
GOOGL
ALPHABET INC
+$352.0K
33,217
+1%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$343.0K
10,997
+5%
增持
AXP
AMERICAN EXPRESS CO
+$336.0K
6,130
+13%
增持
—
BROOKFIELD RENEWABLE CORP
+$334.0K
26,847
+46%
增持
QCOM
QUALCOMM INC
+$292.0K
8,198
+2%
增持
V
VISA INC
+$291.0K
8,486
+2%
减持
IXUS
ISHARES TR
-$261.0K
46,033
-15%
建仓
IDV
ISHARES TR
+$258.0K
9,216
增持
MAR
MARRIOTT INTL INC NEW
+$247.0K
7,763
+1%
减持
META
META PLATFORMS INC
+$241.0K
5,701
-4%
建仓
BNY
BANK NEW YORK MELLON CORP
+$240.0K
4,613
减持
SPGI
S&P GLOBAL INC
+$232.0K
3,108
-0%
减持
FISV
FISERV INC
+$230.0K
12,239
-1%
增持
ROP
ROPER TECHNOLOGIES INC
+$226.0K
3,495
+1%
建仓
IHG
INTERCONTINENTAL HOTELS GROU
+$223.0K
2,445
增持
DE
DEERE & CO
+$222.0K
3,448
+12%
减持
IJH
ISHARES TR
-$218.0K
33,191
-12%
减持
F
FORD MTR CO DEL
-$216.0K
100,987
-13%
建仓
DVYE
ISHARES INC
+$216.0K
8,168
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$214.0K
3,500
增持
—
LAM RESEARCH CORP
+$213.0K
1,325
+1%
清仓
XLE
SELECT SECTOR SPDR TR
-$204.0K
0
-100%
建仓
RELX
RELX PLC
+$203.0K
5,110
减持
SJM
SMUCKER J M CO
-$193.0K
13,139
-13%
增持
GILD
GILEAD SCIENCES INC
+$192.0K
25,589
+2%
增持
HPQ
HP INC
+$189.0K
28,029
+10%
增持
MMM
3M CO
+$188.0K
6,519
+16%
增持
AMGN
AMGEN INC
+$188.0K
8,965
+1%
增持
C
CITIGROUP INC
+$179.0K
15,504
+3%
增持
CCI
CROWN CASTLE INC
+$173.0K
6,096
+6%
减持
MAS
MASCO CORP
+$171.0K
18,617
-8%
减持
PWR
QUANTA SVCS INC
+$169.0K
7,147
-3%
增持
KHC
KRAFT HEINZ CO
+$168.0K
25,885
+10%
增持
BEN
FRANKLIN RESOURCES INC
+$163.0K
24,286
+7%
增持
PG
PROCTER AND GAMBLE CO
+$162.0K
9,690
+12%
增持
NUE
NUCOR CORP
+$152.0K
8,320
+0%
增持
—
TOTALENERGIES SE
+$152.0K
12,970
+18%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$150.0K
26,118
+21%
建仓
—
GLOBAL X FDS
+$146.0K
12,942
增持
ABBV
ABBVIE INC
+$142.0K
17,668
+1%
减持
—
PATTERSON COS INC
-$141.0K
16,910
-19%
增持
PRU
PRUDENTIAL FINL INC
+$130.0K
8,107
+8%
增持
SWK
STANLEY BLACK & DECKER INC
+$128.0K
5,744
+10%
减持
ADBE
ADOBE INC
+$126.0K
2,336
-6%
增持
GBDC
GOLUB CAP BDC INC
+$120.0K
41,783
+20%
增持
KO
COCA COLA CO
+$112.0K
11,603
+14%
增持
LOW
LOWES COS INC
+$109.0K
6,671
+1%
减持
MOS
MOSAIC CO NEW
-$109.0K
11,345
-21%
减持
MCK
MCKESSON CORP
+$99.0K
4,482
-1%
增持
OVBC
OHIO VY BANC CORP
-$99.0K
94,909
+1%
增持
DIS
DISNEY WALT CO
+$97.0K
9,978
+1%
减持
CWEN
CLEARWAY ENERGY INC
+$96.0K
17,273
-3%
增持
HTGC
HERCULES CAPITAL INC
+$92.0K
47,228
+12%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$92.0K
20,225
+74%
增持
CSCO
CISCO SYS INC
-$92.0K
48,844
+3%
增持
GSK
GSK PLC
+$86.0K
18,473
+12%
减持
—
ECOFIN SUSTAINABLE AND SOCIA
-$85.0K
99,559
-5%
增持
—
ASML HOLDING N V
+$83.0K
484
+1%
增持
O
REALTY INCOME CORP
+$81.0K
6,021
+14%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$81.0K
3,072
+0%
增持
—
DIAMOND HILL INVT GROUP INC
+$78.0K
3,138
+20%
增持
EXC
EXELON CORP
+$77.0K
18,830
+19%
减持
BAC
BANK AMERICA CORP
+$76.0K
22,459
-10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$75.0K
3,287
+7%
增持
—
UNILEVER PLC
+$70.0K
15,865
+12%
减持
MRK
MERCK & CO INC
+$67.0K
11,630
-0%
增持
GPMT
GRANITE PT MTG TR INC
+$65.0K
33,088
+23%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$60.0K
633
-15%
增持
NVS
NOVARTIS AG
+$57.0K
11,933
+6%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$54.0K
28,465
+8%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$53.0K
35,016
-7%
减持
BA
BOEING CO
+$52.0K
1,173
-11%
减持
ENB
ENBRIDGE INC
+$50.0K
18,545
-0%
增持
—
ACCENTURE PLC IRELAND
+$48.0K
819
+5%
减持
HSY
HERSHEY CO
-$46.0K
1,691
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$45.0K
57,971
-16%
增持
—
LYONDELLBASELL INDUSTRIES N
+$45.0K
8,281
+6%
减持
SLG
SL GREEN RLTY CORP
+$41.0K
5,798
-2%
减持
JNJ
JOHNSON & JOHNSON
-$38.0K
9,485
-3%
增持
CVX
CHEVRON CORP NEW
+$35.0K
13,965
+15%
减持
NVO
NOVO-NORDISK A S
+$32.0K
3,362
-3%
减持
—
HOLOGIC INC
-$28.0K
11,288
-6%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$27.0K
26,205
+9%
清仓
—
23ANDME HOLDING CO
-$25.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$23.0K
542
-16%
减持
ORCL
ORACLE CORP
-$20.0K
14,362
-1%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$19.0K
10,621
-8%
减持
BXP
BOSTON PROPERTIES INC
+$18.0K
4,393
-10%
减持
GOOG
ALPHABET INC
+$18.0K
2,473
-1%
减持
GNRC
GENERAC HLDGS INC
+$15.0K
4,748
-14%
减持
KVUE
KENVUE INC
-$15.0K
48,861
-8%
减持
UGI
UGI CORP NEW
+$11.0K
16,990
-4%
增持
MRNA
MODERNA INC
-$11.0K
4,028
+1%
减持
SFM
SPROUTS FMRS MKT INC
-$10.0K
5,305
-14%
增持
TSLA
TESLA INC
-$9.0K
5,719
+0%
减持
TXN
TEXAS INSTRS INC
-$9.0K
10,720
-7%
减持
NOK
NOKIA CORP
-$7.0K
12,947
-6%
增持
EQT
EQT CORP
-$6.0K
20,161
+4%
减持
TGT
TARGET CORP
+$5.0K
5,758
-22%
减持
TM
TOYOTA MOTOR CORP
+$3.0K
2,648
-1%
增持
HMC
HONDA MOTOR LTD
+$3.0K
32,294
+9%
减持
IYW
ISHARES TR
-$1.0K
1,668
-15%
减持
BDN
BRANDYWINE RLTY TR
+$0
46,233
-16%
