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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 73
减持 51
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
PCT
PURECYCLE TECHNOLOGIES INC
+$15.5M
2,350,690
-3%
减持
XBI
SPDR SERIES TRUST
-$13.6M
10,894
-94%
增持
IVV
ISHARES TR
+$11.0M
194,907
+0%
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
TBG
EA SERIES TRUST
+$7.9M
244,559
增持
BAI
BLACKROCK ETF TRUST
+$7.4M
992,904
+2%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
79,527
+0%
建仓
INV
INNVENTURE INC
+$3.6M
754,311
增持
ACWX
ISHARES TR
+$3.5M
519,369
+2%
增持
MSFT
MICROSOFT CORP
+$2.9M
22,722
+3%
增持
AVGO
BROADCOM INC
+$1.7M
13,184
+15%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.5M
7,399
-51%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$1.5M
71,799
清仓
C
CITIGROUP INC
-$1.3M
0
-100%
减持
NFLX
NETFLIX INC
+$1.3M
3,174
-1%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$1.3M
53,172
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.2M
18,377
+162%
建仓
HST
HOST HOTELS & RESORTS INC
+$1.2M
78,748
减持
IEFA
ISHARES TR
+$1.1M
269,624
-4%
清仓
—
PATTERSON COS INC
-$1.1M
0
-100%
减持
ORCL
ORACLE CORP
+$930.0K
11,859
-0%
增持
META
META PLATFORMS INC
+$911.0K
5,808
+1%
清仓
—
EASTERLY GOVT PPTYS INC
-$827.0K
0
-100%
建仓
DEA
EASTERLY GOVT PPTYS INC
+$760.0K
34,239
增持
AAPL
APPLE INC
-$748.0K
58,540
+2%
增持
AMZN
AMAZON COM INC
+$733.0K
26,401
+0%
减持
GOOGL
ALPHABET INC
+$608.0K
32,460
-1%
增持
AMP
AMERIPRISE FINL INC
+$598.0K
2,323
+75%
减持
INTC
INTEL CORP
-$595.0K
15,850
-62%
减持
JPM
JPMORGAN CHASE & CO.
+$565.0K
14,095
-0%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$532.0K
14,848
减持
ISTB
ISHARES TR
-$517.0K
218,284
-5%
增持
NVS
NOVARTIS AG
+$513.0K
16,886
+23%
增持
UNH
UNITEDHEALTH GROUP INC
-$476.0K
2,572
+5%
增持
FISV
FISERV INC
-$455.0K
11,630
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$441.0K
27,952
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$441.0K
36,399
+4%
减持
VTI
VANGUARD INDEX FDS
+$438.0K
18,741
-2%
减持
BCI
ABRDN ETFS
-$436.0K
595,964
-0%
减持
ABBV
ABBVIE INC
-$431.0K
16,428
-1%
减持
—
TORTOISE SUSTAINABLE & SOCIA
-$422.0K
25,058
-61%
减持
TMDX
TRANSMEDICS GROUP INC
+$394.0K
6,326
-6%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$324.0K
11,028
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$324.0K
58,229
+3%
减持
AMGN
AMGEN INC
-$323.0K
8,041
-3%
增持
CVX
CHEVRON CORP NEW
-$322.0K
16,168
+1%
建仓
VRT
VERTIV HOLDINGS CO
+$316.0K
2,457
增持
GSK
GSK PLC
+$307.0K
33,628
+32%
增持
O
REALTY INCOME CORP
+$304.0K
22,044
+32%
减持
AXP
AMERICAN EXPRESS CO
+$293.0K
6,159
-1%
增持
LRCX
LAM RESEARCH CORP
+$293.0K
11,537
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$290.0K
3,537
-20%
减持
TSLA
TESLA INC
+$277.0K
5,846
-2%
建仓
COIN
COINBASE GLOBAL INC
+$260.0K
742
增持
MAR
MARRIOTT INTL INC NEW
+$257.0K
6,684
+1%
建仓
AVAV
AEROVIRONMENT INC
+$256.0K
900
减持
IJH
ISHARES TR
+$250.0K
94,150
-1%
建仓
MU
MICRON TECHNOLOGY INC
+$247.0K
2,000
建仓
OAIM
UNIFIED SER TR
+$244.0K
6,393
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$240.0K
3,925
减持
PWR
QUANTA SVCS INC
-$239.0K
3,770
-42%
建仓
PNC
PNC FINL SVCS GROUP INC
+$233.0K
1,250
建仓
SHOP
SHOPIFY INC
+$232.0K
2,010
清仓
IWF
ISHARES TR
-$231.0K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$225.0K
2,414
增持
MOS
MOSAIC CO NEW
+$218.0K
22,777
+2%
减持
MCK
MCKESSON CORP
+$207.0K
4,046
-1%
建仓
SNOW
SNOWFLAKE INC
+$204.0K
910
增持
HUBB
HUBBELL INC
+$203.0K
2,582
+0%
减持
FDLO
FIDELITY COVINGTON TRUST
-$202.0K
79,114
-6%
建仓
FSLR
FIRST SOLAR INC
+$202.0K
1,221
减持
IXUS
ISHARES TR
+$200.0K
41,324
-4%
清仓
XLE
SELECT SECTOR SPDR TR
-$200.0K
0
-100%
减持
CSCO
CISCO SYS INC
+$190.0K
30,370
-1%
增持
ING
ING GROEP N.V.
+$188.0K
58,808
+5%
减持
DIS
DISNEY WALT CO
+$186.0K
9,606
-3%
增持
F
FORD MTR CO
+$182.0K
163,022
+3%
增持
KVUE
KENVUE INC
-$171.0K
86,395
+5%
增持
TXN
TEXAS INSTRS INC
+$162.0K
6,275
+1%
增持
WAB
WABTEC
+$158.0K
4,031
+7%
减持
IQLT
ISHARES TR
+$157.0K
246,134
-6%
减持
BEN
FRANKLIN RESOURCES INC
+$151.0K
33,550
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$146.0K
66,756
-0%
增持
MSTR
MICROSTRATEGY INC
+$140.0K
1,202
+0%
增持
KHC
KRAFT HEINZ CO
-$139.0K
51,463
+7%
增持
—
PENTAIR PLC
+$132.0K
7,374
+3%
增持
XIFR
XPLR INFRASTRUCTURE LP
-$129.0K
109,963
+1%
增持
PFE
PFIZER INC
+$126.0K
37,849
+21%
减持
GILD
GILEAD SCIENCES INC
-$124.0K
27,335
-3%
增持
GNRC
GENERAC HLDGS INC
+$121.0K
5,552
+4%
减持
PG
PROCTER AND GAMBLE CO
-$120.0K
10,676
-1%
增持
JNJ
JOHNSON & JOHNSON
+$118.0K
20,903
+13%
增持
TFC
TRUIST FINL CORP
+$115.0K
45,886
+2%
减持
BAC
BANK AMERICA CORP
+$113.0K
23,771
-2%
减持
UGI
UGI CORP NEW
+$108.0K
32,584
-0%
增持
WFC
WELLS FARGO CO NEW
+$106.0K
4,093
+32%
增持
ADBE
ADOBE INC
+$104.0K
2,535
+11%
减持
IWM
ISHARES TR
+$103.0K
19,454
-5%
增持
GPMT
GRANITE PT MTG TR INC
+$101.0K
179,915
+36%
增持
COST
COSTCO WHSL CORP NEW
+$100.0K
1,848
+1%
增持
BP
BP PLC
-$99.0K
31,269
+2%
减持
DAL
DELTA AIR LINES INC DEL
+$98.0K
20,487
-1%
增持
NUE
NUCOR CORP
+$96.0K
9,451
+1%
减持
DE
DEERE & CO
+$96.0K
3,683
-2%
增持
—
ASML HOLDING N V
+$94.0K
778
+2%
增持
HPQ
HP INC
-$88.0K
38,280
+4%
增持
CWEN
CLEARWAY ENERGY INC
+$87.0K
39,158
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$86.0K
2,541
+0%
减持
IJR
ISHARES TR
-$77.0K
31,728
-6%
减持
AGG
ISHARES TR
-$76.0K
10,946
-7%
增持
GOOG
ALPHABET INC
+$72.0K
3,355
+0%
增持
MAS
MASCO CORP
-$69.0K
18,651
+1%
增持
GBDC
GOLUB CAP BDC INC
+$68.0K
76,558
+10%
清仓
—
P3 HEALTH PARTNERS INC
-$66.0K
0
-100%
增持
—
UNILEVER PLC
+$66.0K
25,665
+2%
增持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$64.0K
43,521
+12%
增持
LLY
ELI LILLY & CO
+$59.0K
1,724
+11%
增持
PLD
PROLOGIS INC.
-$56.0K
17,224
+3%
减持
MRK
MERCK & CO INC
-$52.0K
3,378
-5%
减持
SUB
ISHARES TR
+$51.0K
123,539
-0%
减持
ALCO
ALICO INC
+$51.0K
19,600
-1%
增持
LOW
LOWES COS INC
-$51.0K
7,020
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$50.0K
1,893
-34%
增持
HASI
HA SUSTAINABLE INFRA CAP INC
-$49.0K
42,439
+4%
增持
V
VISA INC
+$48.0K
8,345
+0%
增持
—
LYONDELLBASELL INDUSTRIES N
-$48.0K
12,982
+14%
增持
—
HOLOGIC INC
+$47.0K
12,093
+1%
增持
QCOM
QUALCOMM INC
+$47.0K
7,861
+1%
增持
EXC
EXELON CORP
+$40.0K
58,244
+7%
增持
—
DIAMOND HILL INVT GROUP INC
+$40.0K
5,075
+4%
增持
HTGC
HERCULES CAPITAL INC
-$40.0K
58,923
+1%
减持
—
EATON CORP PLC
+$39.0K
735
-10%
增持
CCI
CROWN CASTLE INC
+$36.0K
12,154
+4%
减持
VOO
VANGUARD INDEX FDS
-$36.0K
1,430
-5%
建仓
DEFT
DEFI TECHNOLOGIES INC
+$35.0K
11,800
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$35.0K
19,806
+29%
增持
ROP
ROPER TECHNOLOGIES INC
-$31.0K
3,076
+2%
减持
IWB
ISHARES TR
+$29.0K
1,074
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$28.0K
3,199
+8%
增持
BDN
BRANDYWINE RLTY TR
+$26.0K
117,885
+9%
增持
CIG
CIA ENERGETICA DE MINAS GERA
+$24.0K
62,809
+12%
减持
NOW
SERVICENOW INC
+$23.0K
231
-14%
减持
HSY
HERSHEY CO
-$20.0K
1,333
-5%
增持
TGT
TARGET CORP
-$20.0K
6,742
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$19.0K
746
+15%
增持
PRU
PRUDENTIAL FINL INC
+$18.0K
19,375
+5%
减持
SFM
SPROUTS FMRS MKT INC
+$18.0K
2,245
-3%
减持
NVO
NOVO-NORDISK A S
-$17.0K
4,131
-5%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$16.0K
753
+2%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$15.0K
2,855
-8%
减持
ENB
ENBRIDGE INC
-$12.0K
29,957
-3%
