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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 133 项
建仓 6
增持 86
减持 33
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$19.5M
6,782,137
+21%
减持
IVV
ISHARES TR
+$9.5M
208,101
-1%
减持
NVDA
NVIDIA CORPORATION
+$2.8M
7,563
-7%
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。
增持
IEFA
ISHARES TR
+$2.1M
428,746
+2%
减持
HDV
ISHARES TR
-$1.7M
4,866
-78%
增持
IQLT
ISHARES TR
+$1.7M
549,174
+3%
减持
AVGO
BROADCOM INC
-$1.5M
1,396
-54%
减持
AAPL
APPLE INC
-$1.2M
54,712
-0%
清仓
IGF
ISHARES TR
-$1.0M
0
-100%
清仓
ITOT
ISHARES TR
-$811.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$743.0K
20,324
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$714.0K
69,122
+19%
减持
META
META PLATFORMS INC
+$671.0K
5,537
-3%
增持
XBI
SPDR SER TR
+$631.0K
94,176
+1%
减持
AMZN
AMAZON COM INC
+$609.0K
23,922
-2%
增持
IJH
ISHARES TR
+$608.0K
161,458
+386%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$600.0K
17,967
+4%
增持
ISTB
ISHARES TR
+$533.0K
167,088
+7%
减持
FDLO
FIDELITY COVINGTON TRUST
+$529.0K
210,504
-1%
增持
ABBV
ABBVIE INC
+$509.0K
17,830
+1%
增持
GOOGL
ALPHABET INC
+$484.0K
33,950
+2%
减持
JPM
JPMORGAN CHASE & CO
+$468.0K
15,857
-0%
减持
TSLA
TESLA INC
-$467.0K
5,426
-5%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$462.0K
50,753
+45%
增持
IAT
ISHARES TR
+$462.0K
99,312
+8%
减持
VTI
VANGUARD INDEX FDS
+$443.0K
24,849
-2%
减持
NFLX
NETFLIX INC
+$385.0K
3,381
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$368.0K
26,690
+27%
增持
FISV
FISERV INC
+$368.0K
12,479
+2%
增持
F
FORD MTR CO DEL
+$357.0K
119,551
+18%
增持
DIS
DISNEY WALT CO
+$356.0K
10,271
+3%
增持
SUB
ISHARES TR
+$342.0K
66,965
+6%
增持
C
CITIGROUP INC
+$324.0K
17,738
+14%
增持
ORCL
ORACLE CORP
+$310.0K
14,520
+1%
清仓
BA
BOEING CO
-$306.0K
0
-100%
减持
MCK
MCKESSON CORP
+$302.0K
4,428
-1%
增持
—
TOTALENERGIES SE
+$293.0K
16,958
+31%
清仓
—
ACCENTURE PLC IRELAND
-$287.0K
0
-100%
减持
PWR
QUANTA SVCS INC
+$280.0K
7,015
-2%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$278.0K
12,972
+18%
增持
KHC
KRAFT HEINZ CO
+$273.0K
33,337
+29%
建仓
DES
WISDOMTREE TR
+$267.0K
8,164
建仓
BITO
PROSHARES TR
+$258.0K
8,000
增持
TGT
TARGET CORP
+$258.0K
6,085
+6%
减持
ADBE
ADOBE INC
-$257.0K
2,254
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
+$256.0K
7,907
-0%
增持
PG
PROCTER AND GAMBLE CO
+$254.0K
10,317
+6%
增持
AXP
AMERICAN EXPRESS CO
+$251.0K
6,145
+0%
减持
—
LAM RESEARCH CORP
+$248.0K
1,324
-0%
建仓
MU
MICRON TECHNOLOGY INC
+$236.0K
2,000
增持
HMC
HONDA MOTOR LTD
+$236.0K
33,156
+3%
清仓
IHG
INTERCONTINENTAL HOTELS GROU
-$223.0K
0
-100%
增持
HUBB
HUBBELL INC
+$221.0K
2,540
+0%
增持
LOW
LOWES COS INC
+$215.0K
6,673
+0%
减持
MAS
MASCO CORP
+$211.0K
18,478
-1%
减持
IWM
ISHARES TR
+$211.0K
25,284
-1%
增持
CWEN
CLEARWAY ENERGY INC
+$210.0K
29,678
+72%
清仓
IYW
ISHARES TR
-$205.0K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$205.0K
120
清仓
RELX
RELX PLC
-$203.0K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$203.0K
2,145
增持
—
ECOFIN SUSTAINABLE AND SOCIA
+$201.0K
115,735
+16%
增持
INTC
INTEL CORP
-$199.0K
39,322
+2%
减持
QCOM
QUALCOMM INC
+$197.0K
8,167
-0%
减持
NUE
NUCOR CORP
+$194.0K
8,296
-0%
增持
CVX
CHEVRON CORP NEW
+$191.0K
14,415
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$189.0K
3,131
+2%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$185.0K
716
+13%
增持
TM
TOYOTA MOTOR CORP
+$181.0K
2,649
+0%
减持
MRK
MERCK & CO INC
+$174.0K
10,927
-6%
增持
—
UNILEVER PLC
+$174.0K
18,788
+18%
增持
SJM
SMUCKER J M CO
+$173.0K
14,569
+11%
增持
—
PATTERSON COS INC
+$169.0K
23,498
+39%
增持
GBDC
GOLUB CAP BDC INC
+$169.0K
48,133
+15%
增持
UGI
UGI CORP NEW
+$168.0K
23,893
+41%
增持
GSK
GSK PLC
+$165.0K
19,816
+7%
增持
KVUE
KENVUE INC
+$162.0K
56,590
+16%
增持
PRU
PRUDENTIAL FINL INC
+$159.0K
8,519
+5%
增持
DAL
DELTA AIR LINES INC DEL
+$158.0K
17,464
+4%
增持
HTGC
HERCULES CAPITAL INC
+$154.0K
50,978
+8%
增持
SLG
SL GREEN RLTY CORP
+$153.0K
7,525
+30%
增持
ENB
ENBRIDGE INC
+$152.0K
22,665
+22%
增持
—
ASML HOLDING N V
+$148.0K
530
+10%
清仓
—
GLOBAL X FDS
-$146.0K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$142.0K
3,813
+13%
增持
—
LYONDELLBASELL INDUSTRIES N
+$138.0K
9,044
+9%
增持
BAC
BANK AMERICA CORP
+$127.0K
23,280
+4%
增持
BDN
BRANDYWINE RLTY TR
+$127.0K
78,491
+70%
减持
KO
COCA COLA CO
-$123.0K
9,167
-21%
增持
GILD
GILEAD SCIENCES INC
-$119.0K
26,673
+4%
增持
MRNA
MODERNA INC
+$117.0K
4,863
+21%
增持
O
REALTY INCOME CORP
+$116.0K
8,533
+42%
增持
CCI
CROWN CASTLE INC
+$115.0K
7,719
+27%
增持
—
HOLOGIC INC
+$113.0K
11,799
+5%
增持
TXN
TEXAS INSTRS INC
+$109.0K
11,113
+4%
增持
EXC
EXELON CORP
+$108.0K
20,880
+11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$97.0K
3,225
-2%
增持
DE
DEERE & CO
+$93.0K
3,583
+4%
增持
—
BROOKFIELD RENEWABLE CORP
+$84.0K
34,899
+30%
减持
V
VISA INC
+$76.0K
8,189
-3%
减持
IJR
ISHARES TR
+$74.0K
45,739
-1%
增持
HPQ
HP INC
+$72.0K
30,292
+8%
增持
BXP
BOSTON PROPERTIES INC
+$69.0K
5,772
+31%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$68.0K
28,920
+10%
增持
MMM
3M CO
+$62.0K
7,307
+12%
增持
GPMT
GRANITE PT MTG TR INC
+$60.0K
53,816
+63%
增持
SWK
STANLEY BLACK & DECKER INC
+$57.0K
6,335
+10%
减持
SFM
SPROUTS FMRS MKT INC
+$57.0K
4,845
-9%
建仓
PTON
PELOTON INTERACTIVE INC
+$46.0K
10,726
增持
—
WALGREENS BOOTS ALLIANCE INC
+$43.0K
14,739
+39%
增持
MOS
MOSAIC CO NEW
+$41.0K
13,736
+21%
增持
JNJ
JOHNSON & JOHNSON
+$36.0K
9,629
+2%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$35.0K
29,568
+4%
增持
GNRC
GENERAC HLDGS INC
+$34.0K
5,135
+8%
减持
IXUS
ISHARES TR
+$32.0K
44,513
-3%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$32.0K
32,163
+23%
增持
AMGN
AMGEN INC
+$32.0K
9,194
+3%
增持
IDV
ISHARES TR
+$30.0K
10,274
+11%
减持
ROP
ROPER TECHNOLOGIES INC
+$28.0K
3,446
-1%
增持
AGG
ISHARES TR
+$25.0K
5,048
+7%
增持
NVS
NOVARTIS AG
-$25.0K
12,199
+2%
增持
DVYE
ISHARES INC
+$24.0K
9,161
+12%
减持
HSY
HERSHEY CO
-$22.0K
1,508
-11%
增持
—
DIAMOND HILL INVT GROUP INC
+$18.0K
3,489
+11%
减持
MA
MASTERCARD INCORPORATED
-$18.0K
442
-18%
增持
TMDX
TRANSMEDICS GROUP INC
-$18.0K
5,030
+2%
增持
BEN
FRANKLIN RESOURCES INC
+$16.0K
26,298
+8%
减持
MAR
MARRIOTT INTL INC NEW
-$11.0K
6,897
-11%
增持
NOK
NOKIA CORP
+$11.0K
15,448
+19%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$10.0K
20,259
+0%
增持
CSCO
CISCO SYS INC
-$6.0K
49,335
+1%
增持
SPGI
S&P GLOBAL INC
-$5.0K
3,206
+3%
增持
EQT
EQT CORP
+$2.0K
21,071
+5%
