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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 143 项
建仓 11
增持 66
减持 59
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$23.4M
2,699,687
-50%
增持
IEFA
ISHARES TR
-$3.2M
420,833
+0%
减持
IQLT
ISHARES TR
-$2.5M
538,352
-1%
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。
减持
IVV
ISHARES TR
+$2.1M
200,134
-0%
增持
SUB
ISHARES TR
+$1.9M
121,501
+18%
减持
GBDC
GOLUB CAP BDC INC
-$1.9M
55,685
-69%
清仓
—
BROOKFIELD RENEWABLE CORP
-$1.7M
0
-100%
增持
HDV
ISHARES TR
+$1.5M
18,391
+295%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
83,614
+4%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$1.5M
53,317
增持
AAPL
APPLE INC
+$1.4M
57,034
+3%
增持
XBI
SPDR SER TR
-$1.3M
184,993
+2%
增持
AMZN
AMAZON COM INC
+$1.2M
25,922
+7%
清仓
—
ATLANTICA SUSTAINABLE INFR P
-$1.1M
0
-100%
清仓
—
LAM RESEARCH CORP
-$942.0K
0
-100%
建仓
ITOT
ISHARES TR
+$930.0K
7,232
增持
AVGO
BROADCOM INC
+$906.0K
12,887
+7%
增持
TSLA
TESLA INC
+$879.0K
5,704
+5%
建仓
SPY
SPDR S&P 500 ETF TR
+$874.0K
1,491
建仓
LRCX
LAM RESEARCH CORP
+$865.0K
11,974
清仓
KLG
WK KELLOGG CO
-$790.0K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$789.0K
0
-100%
建仓
BP
BP PLC
+$781.0K
26,430
增持
GOOGL
ALPHABET INC
+$779.0K
31,770
+1%
增持
NFLX
NETFLIX INC
+$778.0K
3,254
+9%
建仓
PFE
PFIZER INC
+$702.0K
26,463
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$693.0K
64,558
-3%
建仓
SPYM
SPDR SER TR
+$589.0K
8,550
建仓
ACWI
ISHARES TR
+$508.0K
4,325
减持
AMGN
AMGEN INC
-$506.0K
8,002
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$471.0K
59,260
-6%
减持
CCI
CROWN CASTLE INC
-$444.0K
8,228
-18%
增持
TMDX
TRANSMEDICS GROUP INC
-$440.0K
5,529
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$409.0K
13,768
+0%
增持
V
VISA INC
+$406.0K
8,478
+3%
增持
CSCO
CISCO SYS INC
+$353.0K
50,423
+2%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$342.0K
12,766
-5%
减持
CWEN
CLEARWAY ENERGY INC
-$342.0K
37,138
-13%
减持
KHC
KRAFT HEINZ CO
-$330.0K
37,860
-11%
减持
—
TOTALENERGIES SE
-$319.0K
20,369
-8%
增持
MCK
MCKESSON CORP
+$311.0K
4,074
+0%
减持
NUE
NUCOR CORP
-$292.0K
8,478
-0%
增持
ABBV
ABBVIE INC
-$288.0K
16,287
+1%
建仓
ALCO
ALICO INC
+$286.0K
11,021
减持
—
TORTOISE SUSTAINABLE & SOCIA
-$283.0K
93,344
-13%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$275.0K
2,887
+1%
增持
HASI
HA SUSTAINABLE INFRA CAP INC
-$274.0K
39,649
+2%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$250.0K
731
减持
FISV
FISERV INC
+$250.0K
11,108
-2%
减持
ING
ING GROEP N.V.
-$247.0K
43,773
-15%
增持
VTI
VANGUARD INDEX FDS
+$238.0K
24,365
+1%
减持
F
FORD MTR CO
-$225.0K
119,125
-10%
减持
GILD
GILEAD SCIENCES INC
+$222.0K
27,712
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$218.0K
7,900
+11%
增持
NVS
NOVARTIS AG
-$217.0K
12,841
+1%
建仓
SHOP
SHOPIFY INC
+$213.0K
2,000
减持
INTC
INTEL CORP
-$212.0K
34,434
-10%
清仓
MU
MICRON TECHNOLOGY INC
-$209.0K
0
-100%
增持
MAS
MASCO CORP
-$206.0K
18,161
+0%
增持
ISTB
ISHARES TR
-$206.0K
243,596
+0%
减持
GSK
GSK PLC
-$205.0K
21,011
-6%
清仓
—
ACCENTURE PLC IRELAND
-$203.0K
0
-100%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$199.0K
676
-1%
增持
GOOG
ALPHABET INC
+$199.0K
3,718
+22%
减持
IJR
ISHARES TR
-$195.0K
39,053
-3%
减持
DAL
DELTA AIR LINES INC DEL
+$188.0K
19,756
-0%
增持
META
META PLATFORMS INC
+$188.0K
5,748
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$183.0K
31,987
+2%
减持
MAR
MARRIOTT INTL INC NEW
+$182.0K
6,481
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$173.0K
5,900
-12%
增持
PLD
PROLOGIS INC.
-$173.0K
15,091
+8%
减持
LOW
LOWES COS INC
-$172.0K
6,698
-1%
减持
IJH
ISHARES TR
-$170.0K
106,560
-2%
增持
C
CITIGROUP INC
+$167.0K
18,430
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$167.0K
3,030
+16%
减持
SFM
SPROUTS FMRS MKT INC
-$162.0K
2,279
-44%
增持
AXP
AMERICAN EXPRESS CO
+$159.0K
6,139
+0%
增持
—
UNILEVER PLC
-$159.0K
21,896
+2%
减持
FDLO
FIDELITY COVINGTON TRUST
-$158.0K
194,733
-0%
增持
DIS
DISNEY WALT CO
+$156.0K
9,662
+1%
增持
COST
COSTCO WHSL CORP NEW
+$134.0K
1,681
+6%
增持
NOW
SERVICENOW INC
+$134.0K
330
+37%
减持
MSTR
MICROSTRATEGY INC
+$133.0K
1,157
-4%
减持
TXN
TEXAS INSTRS INC
-$131.0K
6,031
-1%
减持
QCOM
QUALCOMM INC
-$130.0K
7,508
-0%
减持
HPQ
HP INC
-$130.0K
34,270
-2%
减持
—
HOLOGIC INC
-$128.0K
10,850
-3%
增持
BAC
BANK AMERICA CORP
+$127.0K
23,480
+3%
增持
KVUE
KENVUE INC
-$122.0K
77,243
+1%
减持
ROP
ROPER TECHNOLOGIES INC
-$120.0K
2,922
-1%
增持
TGT
TARGET CORP
-$118.0K
5,819
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$118.0K
15,026
-3%
增持
JNJ
JOHNSON & JOHNSON
-$111.0K
9,748
+4%
增持
UNH
UNITEDHEALTH GROUP INC
-$108.0K
2,110
+5%
增持
UGI
UGI CORP NEW
+$107.0K
29,514
+2%
减持
—
P3 HEALTH PARTNERS INC
-$104.0K
225,605
-44%
增持
LLY
ELI LILLY & CO
-$102.0K
1,539
+6%
减持
PSX
PHILLIPS 66
-$99.0K
5,043
-2%
减持
CVX
CHEVRON CORP NEW
-$99.0K
14,965
-3%
增持
TM
TOYOTA MOTOR CORP
+$89.0K
2,839
+9%
减持
PWR
QUANTA SVCS INC
+$88.0K
6,438
-1%
增持
AGG
ISHARES TR
+$87.0K
11,312
+14%
增持
O
REALTY INCOME CORP
-$82.0K
14,860
+8%
增持
NVO
NOVO-NORDISK A S
-$77.0K
4,288
+14%
增持
ENB
ENBRIDGE INC
+$76.0K
28,962
+2%
增持
ADBE
ADOBE INC
-$71.0K
2,259
+9%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$70.0K
2,443
+5%
减持
—
PATTERSON COS INC
+$61.0K
22,422
-22%
增持
IWM
ISHARES TR
+$61.0K
21,877
+1%
减持
HSY
HERSHEY CO
-$59.0K
1,360
-10%
增持
TFC
TRUIST FINL CORP
+$54.0K
41,387
+2%
减持
GPMT
GRANITE PT MTG TR INC
-$52.0K
85,259
-7%
减持
DE
DEERE & CO
-$48.0K
3,774
-4%
减持
BNY
BANK NEW YORK MELLON CORP
-$47.0K
3,140
-22%
减持
PTON
PELOTON INTERACTIVE INC
+$45.0K
11,901
-5%
增持
MSFT
MICROSOFT CORP
+$38.0K
21,136
+3%
减持
HUBB
HUBBELL INC
-$34.0K
2,532
-1%
增持
MOS
MOSAIC CO NEW
-$34.0K
18,854
+2%
增持
—
ASML HOLDING N V
-$33.0K
668
+12%
减持
—
EXXON MOBIL CORP
-$32.0K
2,225
-4%
减持
MAA
MID-AMER APT CMNTYS INC
-$32.0K
6,760
-0%
增持
—
DIAMOND HILL INVT GROUP INC
-$27.0K
4,578
+0%
减持
DVYE
ISHARES INC
-$27.0K
8,945
-1%
减持
BEN
FRANKLIN RESOURCES INC
-$26.0K
28,915
-5%
增持
ORCL
ORACLE CORP
+$25.0K
11,448
+4%
减持
HTGC
HERCULES CAPITAL INC
+$22.0K
55,748
-0%
增持
EXC
EXELON CORP
-$21.0K
46,674
+6%
减持
IWR
ISHARES TR
-$18.0K
2,698
-7%
增持
PG
PROCTER AND GAMBLE CO
-$17.0K
10,647
+2%
减持
TTD
THE TRADE DESK INC
+$17.0K
2,161
-0%
增持
MA
MASTERCARD INCORPORATED
+$16.0K
452
+1%
增持
GNRC
GENERAC HLDGS INC
-$16.0K
5,001
+0%
减持
IWB
ISHARES TR
+$15.0K
2,735
-1%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$15.0K
42,865
+2%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$13.0K
3,126
+1%
减持
BDN
BRANDYWINE RLTY TR
+$11.0K
97,184
-1%
增持
PRU
PRUDENTIAL FINL INC
-$10.0K
17,073
+2%
增持
CIG
CIA ENERGETICA DE MINAS GERA
-$9.0K
34,467
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$9.0K
2,476
-10%
减持
PCTTU
PURECYCLE TECHNOLOGIES INC
+$7.0K
10,050
-9%
增持
MRK
MERCK & CO INC
+$5.0K
4,092
+16%
减持
DES
WISDOMTREE TR
-$4.0K
13,980
-0%
增持
—
EATON CORP PLC
+$2.0K
827
+1%
