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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 91
减持 35
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
ACWX
ISHARES TR
+$28.2M
508,265
建仓
BAI
BLACKROCK ETF TRUST
+$21.3M
972,386
建仓
BCI
ABRDN ETFS
+$12.8M
597,132
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
PCT
PURECYCLE TECHNOLOGIES INC
-$10.9M
2,420,887
-10%
减持
IQLT
ISHARES TR
-$9.6M
260,888
-52%
减持
IVV
ISHARES TR
-$8.9M
194,588
-3%
减持
IEFA
ISHARES TR
-$8.4M
280,751
-33%
减持
FDLO
FIDELITY COVINGTON TRUST
-$6.9M
83,854
-57%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$4.6M
26,777
减持
NVDA
NVIDIA CORPORATION
-$2.3M
79,152
-5%
清仓
HDV
ISHARES TR
-$2.1M
0
-100%
减持
XBI
SPDR SER TR
-$2.0M
178,726
-3%
减持
VTI
VANGUARD INDEX FDS
-$1.8M
19,132
-21%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
18,540
+90%
增持
AAPL
APPLE INC
-$1.6M
57,647
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
4,425
+197%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$1.5M
0
-100%
减持
CSCO
CISCO SYS INC
-$1.1M
30,570
-39%
减持
IJH
ISHARES TR
-$1.1M
95,537
-10%
清仓
MAA
MID-AMER APT CMNTYS INC
-$1.0M
0
-100%
减持
IJR
ISHARES TR
-$955.0K
33,902
-13%
增持
GOOGL
ALPHABET INC
-$949.0K
32,798
+3%
清仓
ITOT
ISHARES TR
-$930.0K
0
-100%
减持
AVGO
BROADCOM INC
-$871.0K
11,426
-11%
建仓
—
EASTERLY GOVT PPTYS INC
+$827.0K
78,043
建仓
—
LYONDELLBASELL INDUSTRIES N
+$819.0K
11,429
增持
TSLA
TESLA INC
-$793.0K
5,984
+5%
减持
IWM
ISHARES TR
-$739.0K
20,528
-6%
增持
EXC
EXELON CORP
+$713.0K
54,214
+16%
增持
AMZN
AMAZON COM INC
-$692.0K
26,338
+2%
建仓
WAB
WABTEC
+$686.0K
3,781
增持
VZ
VERIZON COMMUNICATIONS INC
+$660.0K
67,037
+13%
建仓
AMP
AMERIPRISE FINL INC
+$642.0K
1,327
建仓
—
PENTAIR PLC
+$625.0K
7,149
减持
AMD
ADVANCED MICRO DEVICES INC
-$612.0K
2,867
-64%
增持
MSFT
MICROSOFT CORP
-$604.0K
21,958
+4%
增持
ABBV
ABBVIE INC
+$584.0K
16,675
+2%
增持
GILD
GILEAD SCIENCES INC
+$582.0K
28,155
+2%
减持
IWB
ISHARES TR
-$545.0K
1,095
-60%
增持
—
TOTALENERGIES SE
+$528.0K
25,241
+24%
清仓
ACWI
ISHARES TR
-$508.0K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$505.0K
7,010
减持
ISTB
ISHARES TR
-$500.0K
230,347
-5%
增持
CVX
CHEVRON CORP NEW
+$494.0K
16,014
+7%
增持
AMGN
AMGEN INC
+$483.0K
8,262
+3%
增持
CCI
CROWN CASTLE INC
+$466.0K
11,636
+41%
增持
—
PATTERSON COS INC
+$421.0K
35,621
+59%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$418.0K
14,965
-0%
增持
F
FORD MTR CO
+$415.0K
157,919
+33%
增持
ING
ING GROEP N.V.
+$412.0K
56,030
+28%
减持
—
TORTOISE SUSTAINABLE & SOCIA
-$391.0K
64,166
-31%
减持
MCK
MCKESSON CORP
+$373.0K
4,069
-0%
增持
PWR
QUANTA SVCS INC
-$371.0K
6,547
+2%
减持
AIQ
GLOBAL X FDS
-$347.0K
11,715
-41%
增持
INTC
INTEL CORP
+$340.0K
41,867
+22%
增持
KVUE
KENVUE INC
+$330.0K
82,512
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$323.0K
35,039
+10%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$313.0K
646
增持
KHC
KRAFT HEINZ CO
+$305.0K
48,232
+27%
增持
ALCO
ALICO INC
+$304.0K
19,776
+79%
增持
DAL
DELTA AIR LINES INC DEL
-$286.0K
20,777
+5%
增持
NVS
NOVARTIS AG
+$280.0K
13,728
+7%
增持
GSK
GSK PLC
+$273.0K
25,402
+21%
增持
PLD
PROLOGIS INC.
+$272.0K
16,698
+11%
增持
SUB
ISHARES TR
+$270.0K
123,921
+2%
增持
ROP
ROPER TECHNOLOGIES INC
+$254.0K
3,024
+3%
增持
BP
BP PLC
+$254.0K
30,633
+16%
清仓
TTD
THE TRADE DESK INC
-$254.0K
0
-100%
增持
UGI
UGI CORP NEW
+$246.0K
32,629
+11%
增持
ORCL
ORACLE CORP
-$245.0K
11,895
+4%
增持
MAR
MARRIOTT INTL INC NEW
-$239.0K
6,589
+2%
建仓
BA
BOEING CO
+$237.0K
1,388
建仓
IWF
ISHARES TR
+$231.0K
640
增持
—
UNILEVER PLC
+$228.0K
25,183
+15%
建仓
WFC
WELLS FARGO CO NEW
+$222.0K
3,093
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$220.0K
15,407
+21%
建仓
—
SPOTIFY TECHNOLOGY S A
+$220.0K
400
清仓
SHOP
SHOPIFY INC
-$213.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$211.0K
2,440
+16%
增持
HUBB
HUBBELL INC
-$210.0K
2,573
+2%
增持
GBDC
GOLUB CAP BDC INC
+$210.0K
69,638
+25%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$209.0K
2,970
-2%
建仓
XLE
SELECT SECTOR SPDR TR
+$200.0K
2,145
建仓
SONY
SONY GROUP CORP
+$200.0K
4,603
增持
CWEN
CLEARWAY ENERGY INC
+$200.0K
38,534
+4%
增持
NUE
NUCOR CORP
+$194.0K
9,318
+10%
减持
V
VISA INC
+$190.0K
8,308
-2%
增持
COST
COSTCO WHSL CORP NEW
+$189.0K
1,828
+9%
减持
GOOG
ALPHABET INC
-$185.0K
3,345
-10%
增持
O
REALTY INCOME CORP
+$172.0K
16,655
+12%
增持
FISV
FISERV INC
+$170.0K
11,293
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$166.0K
8,276
+40%
减持
DE
DEERE & CO
+$163.0K
3,773
-0%
减持
IXUS
ISHARES TR
+$155.0K
42,904
-0%
增持
AXP
AMERICAN EXPRESS CO
-$150.0K
6,213
+1%
增持
MOS
MOSAIC CO NEW
+$146.0K
22,364
+19%
减持
NOW
SERVICENOW INC
-$136.0K
269
-18%
增持
ENB
ENBRIDGE INC
+$127.0K
30,888
+7%
增持
HASI
HA SUSTAINABLE INFRA CAP INC
+$125.0K
40,680
+3%
增持
XIFR
XPLR INFRASTRUCTURE LP
-$118.0K
108,534
+68%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$110.0K
56,766
+6%
增持
TMDX
TRANSMEDICS GROUP INC
+$109.0K
6,747
+22%
增持
GPMT
GRANITE PT MTG TR INC
+$105.0K
132,010
+55%
增持
ADBE
ADOBE INC
-$104.0K
2,282
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$102.0K
14,113
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$102.0K
2,537
+2%
增持
GNRC
GENERAC HLDGS INC
-$101.0K
5,321
+6%
增持
LLY
ELI LILLY & CO
+$97.0K
1,556
+1%
增持
—
ASML HOLDING N V
+$94.0K
766
+15%
增持
HPQ
HP INC
-$94.0K
36,971
+8%
减持
META
META PLATFORMS INC
-$91.0K
5,745
-0%
增持
PFE
PFIZER INC
+$89.0K
31,200
+18%
增持
PSX
PHILLIPS 66
+$89.0K
5,379
+7%
减持
MRK
MERCK & CO INC
-$88.0K
3,557
-13%
增持
TGT
TARGET CORP
-$81.0K
6,574
+13%
减持
NFLX
NETFLIX INC
+$76.0K
3,191
-2%
增持
DIS
DISNEY WALT CO
-$72.0K
9,925
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$72.0K
2,576
+5%
增持
NVO
NOVO-NORDISK A S
-$67.0K
4,343
+1%
增持
QCOM
QUALCOMM INC
+$67.0K
7,791
+4%
增持
TM
TOYOTA MOTOR CORP
+$66.0K
3,043
+7%
增持
AGG
ISHARES TR
+$66.0K
11,748
+4%
增持
BDN
BRANDYWINE RLTY TR
-$64.0K
107,701
+11%
增持
TFC
TRUIST FINL CORP
+$63.0K
45,163
+9%
增持
BEN
FRANKLIN RESOURCES INC
+$62.0K
33,725
+17%
增持
SFM
SPROUTS FMRS MKT INC
+$62.0K
2,307
+1%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$53.0K
736
+9%
减持
—
EATON CORP PLC
-$51.0K
821
-1%
增持
VOO
VANGUARD INDEX FDS
-$44.0K
1,504
+5%
减持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$44.0K
38,784
-10%
增持
—
HOLOGIC INC
-$41.0K
11,994
+11%
增持
PG
PROCTER AND GAMBLE CO
+$40.0K
10,773
+1%
增持
PRU
PRUDENTIAL FINL INC
+$40.0K
18,482
+8%
增持
CIG
CIA ENERGETICA DE MINAS GERA
+$38.0K
56,210
+63%
减持
LRCX
LAM RESEARCH CORP
-$35.0K
11,413
-5%
增持
LOW
LOWES COS INC
-$31.0K
6,915
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$26.0K
782
+7%
增持
PTON
PELOTON INTERACTIVE INC
-$26.0K
12,354
+4%
减持
MA
MASTERCARD INCORPORATED
-$25.0K
442
-2%
增持
BAC
BANK AMERICA CORP
-$20.0K
24,242
+3%
增持
C
CITIGROUP INC
+$18.0K
18,523
+1%
减持
DVYE
ISHARES INC
-$17.0K
7,841
-12%
增持
—
P3 HEALTH PARTNERS INC
+$15.0K
400,000
+77%
增持
DES
WISDOMTREE TR
-$14.0K
14,584
+4%
增持
TXN
TEXAS INSTRS INC
-$13.0K
6,241
+3%
增持
—
DIAMOND HILL INVT GROUP INC
-$12.0K
4,888
+7%
增持
HSY
HERSHEY CO
+$11.0K
1,408
+4%
增持
MSTR
MICROSTRATEGY INC
+$11.0K
1,200
+4%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$9.0K
3,100
-1%
增持
MAS
MASCO CORP
-$7.0K
18,467
+2%
