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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 59
减持 56
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
TBG
EA SERIES TRUST
+$19.0M
823,095
+221%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$9.9M
1,813,690
-6%
减持
BCI
ABRDN ETFS
-$3.4M
1,494,950
-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
+$2.8M
191,110
-0%
清仓
TFC
TRUIST FINL CORP
-$2.1M
0
-100%
减持
GOOGL
ALPHABET INC
+$2.0M
29,863
-1%
建仓
—
TOTALENERGIES SE
+$1.9M
28,319
清仓
—
TOTALENERGIES SE
-$1.6M
0
-100%
建仓
UL
UNILEVER PLC
+$1.6M
24,472
清仓
—
UNILEVER PLC
-$1.6M
0
-100%
增持
ACWX
ISHARES TR
+$1.6M
516,649
+1%
清仓
PLD
PROLOGIS INC.
-$1.3M
0
-100%
增持
INV
INNVENTURE INC
-$1.1M
782,197
+4%
减持
ORCL
ORACLE CORP
-$1.0M
11,327
-2%
减持
META
META PLATFORMS INC
-$994.2K
16,433
-0%
减持
BAI
BLACKROCK ETF TRUST
-$958.7K
1,100,684
-0%
建仓
D
DOMINION ENERGY INC
+$903.3K
15,417
建仓
ET
ENERGY TRANSFER L P
+$895.5K
54,308
减持
AAPL
APPLE INC
+$856.6K
52,599
-0%
增持
NFLX
NETFLIX INC
-$818.1K
29,380
+886%
减持
FISV
FISERV INC
-$803.0K
9,794
-14%
减持
MSFT
MICROSOFT CORP
-$748.9K
21,587
-0%
建仓
SJM
SMUCKER J M CO
+$748.3K
7,651
建仓
LKQ
LKQ CORP
+$726.3K
24,048
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$631.5K
21,238
+6%
增持
SUB
ISHARES TR
+$618.6K
117,465
+5%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$548.6K
0
-100%
减持
LLY
ELI LILLY & CO
+$537.4K
1,849
-3%
减持
NVDA
NVIDIA CORPORATION
-$503.3K
81,216
-3%
减持
IWM
ISHARES TR
-$490.6K
15,283
-13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$471.8K
8,473
+17%
建仓
HDV
ISHARES TR
+$469.4K
3,860
清仓
ACWI
ISHARES TR
-$454.1K
0
-100%
减持
KVUE
KENVUE INC
-$412.9K
62,944
-32%
增持
—
DIAMOND HILL INVT GROUP INC
+$391.9K
6,686
+26%
清仓
MSTR
STRATEGY INC
-$388.3K
0
-100%
减持
LRCX
LAM RESEARCH CORP
+$386.0K
12,198
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$342.9K
38,405
+0%
建仓
ITOT
ISHARES TR
+$342.4K
2,303
增持
FETH
FIDELITY ETHEREUM FD
-$340.6K
55,324
+16%
减持
MAR
MARRIOTT INTL INC NEW
+$336.4K
6,870
-0%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$336.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$330.0K
20,043
-3%
减持
XIFR
XPLR INFRASTRUCTURE LP
-$318.1K
79,349
-27%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$315.9K
30,887
+5%
增持
AMZN
AMAZON COM INC
+$301.3K
25,163
+0%
减持
AMGN
AMGEN INC
+$294.9K
7,438
-2%
清仓
—
TORTOISE SUSTAINABLE & SOCIA
-$290.0K
0
-100%
建仓
TYG
TORTOISE ENERGY INFRA CORP
+$289.6K
7,081
减持
IEFA
ISHARES TR
+$265.3K
249,914
-1%
增持
CSCO
CISCO SYS INC
+$258.7K
29,900
+0%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$255.6K
0
-100%
减持
MOS
MOSAIC CO NEW
-$252.0K
21,343
-3%
清仓
AVAV
AEROVIRONMENT INC
-$251.9K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$250.8K
0
-100%
建仓
ESGD
ISHARES TR
+$250.1K
2,630
减持
NUE
NUCOR CORP
+$247.9K
9,150
-0%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$247.4K
27,637
+17%
建仓
MRK
MERCK & CO INC
+$245.6K
2,333
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$238.3K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$236.5K
0
-100%
建仓
IHG
INTERCONTINENTAL HOTELS GROU
+$235.9K
1,675
增持
GBDC
GOLUB CAP BDC INC
+$235.5K
98,811
+22%
增持
V
VISA INC
+$233.3K
8,436
+6%
清仓
SFM
SPROUTS FMRS MKT INC
-$232.8K
0
-100%
建仓
RIO
RIO TINTO PLC
+$228.6K
2,856
增持
GOOG
ALPHABET INC
+$227.1K
3,229
+0%
建仓
GLD
SPDR GOLD TR
+$218.8K
552
建仓
AMAT
APPLIED MATLS INC
+$214.3K
834
清仓
—
CRISPR THERAPEUTICS AG
-$214.1K
0
-100%
清仓
NOW
SERVICENOW INC
-$212.6K
0
-100%
减持
FDLO
FIDELITY COVINGTON TRUST
-$211.2K
63,520
-6%
减持
DAL
DELTA AIR LINES INC DEL
+$211.2K
20,257
-4%
减持
IJH
ISHARES TR
-$210.3K
76,456
-5%
增持
GSK
GSK PLC
+$208.6K
34,667
+0%
清仓
SNOW
SNOWFLAKE INC
-$205.3K
0
-100%
增持
F
FORD MTR CO
+$201.9K
162,483
+1%
增持
ING
ING GROEP N.V.
+$197.3K
62,420
+5%
增持
UPS
UNITED PARCEL SERVICE INC
+$192.4K
10,095
+4%
减持
GILD
GILEAD SCIENCES INC
+$190.4K
25,382
-4%
减持
MU
MICRON TECHNOLOGY INC
+$179.1K
1,800
-10%
减持
BEPC
BROOKFIELD RENEWABLE CORP
+$177.7K
57,880
-2%
减持
PRU
PRUDENTIAL FINL INC
+$176.1K
19,658
-0%
增持
UGI
UGI CORP NEW
+$173.3K
34,614
+3%
增持
NVS
NOVARTIS AG
+$172.4K
16,927
+0%
减持
CWEN
CLEARWAY ENERGY INC
+$170.0K
38,881
-2%
减持
AXP
AMERICAN EXPRESS CO
+$169.8K
5,355
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$168.7K
3,076
-0%
减持
BDN
BRANDYWINE RLTY TR
-$167.7K
118,666
-4%
增持
BA
BOEING CO
+$164.3K
1,689
+80%
减持
ISTB
ISHARES TR
-$155.3K
235,360
-1%
增持
GNRC
GENERAC HLDGS INC
-$153.0K
5,556
+2%
减持
MAS
MASCO CORP
-$135.4K
18,199
-1%
增持
HPQ
HP INC
-$134.6K
42,064
+7%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$130.7K
755
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$129.4K
69,315
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$118.4K
2,654
+5%
减持
DEA
EASTERLY GOVT PPTYS INC
-$115.7K
32,448
-7%
减持
IJR
ISHARES TR
-$115.2K
27,338
-4%
减持
PG
PROCTER AND GAMBLE CO
-$113.1K
10,360
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$112.7K
13,110
+1%
减持
AVGO
BROADCOM INC
+$112.0K
13,948
-2%
增持
ALCO
ALICO INC
+$110.6K
19,473
+13%
减持
ABBV
ABBVIE INC
-$109.5K
15,815
-2%
增持
HST
HOST HOTELS & RESORTS INC
+$109.5K
135,312
+1%
增持
GPMT
GRANITE PT MTG TR INC
-$102.9K
191,011
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$102.6K
2,660
-6%
减持
ADBE
ADOBE INC
-$101.4K
2,346
-10%
清仓
—
COLUMBUS CIRCLE CAP CORP. I
-$101.2K
0
-100%
增持
WAB
WABTEC
+$97.1K
4,842
+4%
增持
—
HOLOGIC INC
+$92.8K
12,096
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$89.5K
2,622
+1%
增持
BNY
BANK NEW YORK MELLON CORP
+$79.3K
2,952
+22%
减持
VRT
VERTIV HOLDINGS CO
+$73.6K
9,920
-2%
增持
O
REALTY INCOME CORP
-$71.1K
23,256
+2%
减持
VTI
VANGUARD INDEX FDS
+$70.4K
17,267
-1%
增持
COST
COSTCO WHSL CORP NEW
-$63.2K
1,744
+3%
增持
CCI
CROWN CASTLE INC
-$62.7K
13,057
+3%
增持
RF
REGIONS FINANCIAL CORP NEW
+$62.2K
53,775
+2%
减持
NVO
NOVO-NORDISK A S
-$62.1K
4,007
-16%
增持
EXC
EXELON CORP
-$61.2K
61,572
+1%
减持
TMDX
TRANSMEDICS GROUP INC
+$56.5K
6,162
-0%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$53.5K
70,034
-1%
增持
HASI
HA SUSTAINABLE INFRA CAP INC
+$51.4K
43,978
+1%
减持
IQLT
ISHARES TR
-$51.4K
213,093
-3%
增持
ENB
ENBRIDGE INC
-$50.3K
29,821
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$46.7K
2,445
-2%
减持
SONY
SONY GROUP CORP
-$45.9K
9,902
-5%
建仓
—
STRIVE INC
+$45.8K
62,000
增持
CVX
CHEVRON CORP NEW
-$42.4K
15,973
+0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$41.3K
663
+0%
增持
VOO
VANGUARD INDEX FDS
+$41.2K
1,462
+2%
增持
HUBB
HUBBELL INC
+$39.3K
2,597
+0%
增持
QCOM
QUALCOMM INC
+$37.7K
7,440
+0%
增持
AMP
AMERIPRISE FINL INC
+$33.0K
2,568
+3%
增持
PSX
PHILLIPS 66
-$32.7K
5,658
+1%
增持
LOW
LOWES COS INC
-$32.6K
7,119
+2%
增持
—
EXXON MOBIL CORP
+$32.5K
2,131
+7%
减持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$32.0K
45,382
-2%
增持
KHC
KRAFT HEINZ CO
-$29.3K
57,864
+5%
增持
PTON
PELOTON INTERACTIVE INC
-$29.1K
11,327
+3%
减持
TM
TOYOTA MOTOR CORP
+$28.8K
2,443
-6%
增持
BEN
FRANKLIN RESOURCES INC
+$28.1K
31,909
+1%
减持
TSLA
TESLA INC
-$27.8K
5,212
-2%
减持
—
ASML HOLDING N V
-$26.4K
673
-13%
增持
HTGC
HERCULES CAPITAL INC
+$25.7K
61,609
+3%
减持
WFC
WELLS FARGO CO NEW
+$25.0K
3,680
-3%
减持
PWR
QUANTA SVCS INC
+$22.6K
3,606
-0%
增持
—
PENTAIR PLC
-$20.7K
8,031
+4%
增持
BP
BP PLC
+$20.4K
32,344
+1%
