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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 72
增持 52
减持 18
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$28.7M
8,536,527
+371%
增持
IVV
ISHARES TR
+$10.6M
216,628
+13%
增持
BCI
ABRDN ETFS
+$9.5M
1,591,626
+6%
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
TBG
EA SERIES TRUST
+$4.6M
920,940
+12%
减持
BEPC
BROOKFIELD RENEWABLE CORP
-$1.9M
7,078
-88%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
22,857
+32%
减持
GILD
GILEAD SCIENCES INC
-$1.5M
11,429
-55%
增持
AAPL
APPLE INC
+$1.4M
61,864
+18%
增持
MA
MASTERCARD INCORPORATED
+$1.2M
4,511
+134%
建仓
RYN
RAYONIER INC
+$1.1M
55,767
增持
MSFT
MICROSOFT CORP
-$1.1M
25,121
+16%
增持
VRT
VERTIV HOLDINGS CO
+$1.1M
10,848
+9%
增持
IEFA
ISHARES TR
+$1.1M
259,172
+4%
建仓
COLD
AMERICOLD REALTY TRUST INC
+$1.1M
92,414
增持
IJH
ISHARES TR
+$1.0M
90,097
+18%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.0M
51,211
+33%
建仓
MAA
MID-AMER APT CMNTYS INC
+$1.0M
8,458
减持
JNJ
JOHNSON & JOHNSON
-$1.0M
12,799
-36%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$984.9K
20,521
+33%
增持
CVX
CHEVRON CORPORATION
+$927.7K
16,250
+2%
清仓
—
HOLOGIC INC
-$901.0K
0
-100%
建仓
WMT
WALMART INC
+$883.1K
7,106
建仓
FIX
COMFORT SYS USA INC
+$871.5K
632
增持
MRK
MERCK & CO INC
+$858.0K
9,174
+293%
增持
LRCX
LAM RESEARCH CORP
+$777.6K
13,412
+10%
建仓
PCG
PG&E CORP
+$774.3K
44,069
建仓
—
CHUBB LTD SWITZ
+$742.1K
2,277
增持
IJR
ISHARES TR
+$740.7K
32,388
+18%
建仓
EIX
EDISON INTL
+$730.3K
9,979
增持
PSX
PHILLIPS 66
+$684.5K
7,765
+37%
建仓
GE
GE AEROSPACE
+$670.0K
2,361
增持
SUB
ISHARES TR
+$656.9K
123,854
+5%
增持
IWM
ISHARES TR
+$648.4K
17,784
+16%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$638.8K
24,869
-10%
增持
COST
COSTCO WHOLESALE CORPORATION
+$631.4K
2,143
+23%
建仓
FDX
FEDEX CORP
+$620.8K
1,743
减持
—
TOTALENERGIES SE
+$614.2K
27,078
-4%
建仓
—
TECHNIPFMC PLC
+$589.1K
8,522
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$583.4K
34,958
+65%
减持
VZ
VERIZON COMMUNICATIONS INC
+$580.7K
67,807
-2%
增持
IWB
ISHARES TR
+$567.8K
2,647
+163%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$552.7K
14,223
减持
FETH
FIDELITY ETHEREUM FD
-$549.8K
52,124
-6%
增持
INTC
INTEL CORP
+$531.2K
19,217
+124%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$525.6K
3,591
+35%
增持
LKQ
LKQ CORP
+$524.5K
42,585
+77%
建仓
ABNB
AIRBNB INC
+$521.7K
4,131
建仓
GEV
GE VERNOVA INC
+$520.2K
596
建仓
GM
GENERAL MTRS CO
+$508.4K
6,824
建仓
REGN
REGENERON PHARMACEUTICALS
+$501.4K
649
建仓
WDC
WESTERN DIGITAL CORP
+$494.5K
1,828
增持
ET
ENERGY TRANSFER L P
+$491.0K
71,843
+32%
建仓
CNC
CENTENE CORP DEL
+$488.1K
14,909
增持
ISTB
ISHARES TR
+$463.2K
246,328
+5%
增持
ORCL
ORACLE CORP
-$462.0K
11,867
+5%
建仓
PEP
PEPSICO INC
+$461.1K
2,969
增持
D
DOMINION ENERGY INC
+$459.9K
22,051
+43%
增持
IQLT
ISHARES TR
+$458.8K
219,422
+3%
清仓
GPMT
GRANITE PT MTG TR INC
-$458.4K
0
-100%
建仓
APH
AMPHENOL CORP
+$457.3K
3,619
减持
PWR
QUANTA SVCS INC
+$446.8K
3,586
-1%
建仓
SNDK
SANDISK CORP
+$439.0K
691
增持
TGT
TARGET CORP
+$435.7K
9,227
+32%
建仓
ANET
ARISTA NETWORKS INC
+$421.4K
3,432
建仓
JBHT
HUNT J B TRANS SVCS INC
+$408.5K
1,928
建仓
NOW
SERVICENOW INC
+$408.5K
3,907
增持
MCK
MCKESSON CORP
+$405.8K
3,999
+7%
建仓
—
EATON CORP PLC
+$399.5K
1,117
减持
ACWX
ISHARES TR
+$398.6K
512,359
-1%
增持
WAB
WABTEC
+$391.2K
5,701
+18%
增持
NVDA
NVIDIA CORPORATION
+$389.0K
88,960
+10%
建仓
FCX
FREEPORT MCMORAN INC
+$388.1K
6,603
增持
AVGO
BROADCOM INC
+$387.2K
16,848
+21%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$384.0K
8,770
+4%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$381.5K
2,608
增持
MOS
MOSAIC CO
+$379.1K
35,031
+64%
增持
AMZN
AMAZON COM INC
+$369.2K
29,660
+18%
建仓
ZM
ZOOM COMMUNICATIONS INC
+$368.7K
4,586
建仓
NEM
NEWMONT CORP
+$367.0K
3,390
建仓
DFAX
DIMENSIONAL ETF TRUST
+$363.7K
10,706
增持
GNRC
GENERAC HLDGS INC
+$358.6K
5,715
+3%
增持
—
EXXON MOBIL CORP
+$355.0K
3,604
+69%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$354.2K
2,042
建仓
CAT
CATERPILLAR INC
+$353.5K
499
建仓
XBI
SPDR SERIES TRUST
+$352.6K
2,761
减持
DE
DEERE & CO
+$350.4K
3,676
-1%
减持
BP
BP PLC
+$345.0K
31,240
-3%
清仓
WFC
WELLS FARGO CO NEW
-$343.0K
0
-100%
清仓
ITOT
ISHARES TR
-$342.4K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$336.5K
2,871
+130%
建仓
SPGI
S&P GLOBAL INC
+$331.8K
780
建仓
GLW
CORNING INC
+$328.1K
2,413
建仓
LMT
LOCKHEED MARTIN CORP
+$325.3K
538
建仓
TPR
TAPESTRY INC
+$324.7K
2,301
建仓
FTNT
FORTINET INC
+$323.8K
3,962
清仓
SHOP
SHOPIFY INC
-$323.6K
0
-100%
减持
EXC
EXELON CORP
+$323.3K
61,348
-0%
减持
PRU
PRUDENTIAL FINL INC
-$322.3K
19,415
-1%
建仓
DHR
DANAHER CORP DEL
+$319.3K
1,684
建仓
CME
CME GROUP INC
+$317.2K
1,074
建仓
BLK
BLACKROCK INC
+$315.4K
328
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$315.1K
4,203
+24%
建仓
INCY
INCYTE CORP
+$309.7K
3,291
增持
HPQ
HP INC
+$307.5K
64,795
+54%
建仓
NTRA
NATERA INC
+$306.2K
1,531
建仓
DG
DOLLAR GEN CORP
+$302.8K
2,550
建仓
VRSN
VERISIGN INC
+$300.3K
1,209
减持
F
FORD MTR CO
-$294.6K
159,204
-2%
建仓
TJX
TJX COS INC NEW
+$293.4K
1,837
建仓
NYT
NEW YORK TIMES CO MTN BE
+$286.7K
3,424
建仓
UBER
UBER TECHNOLOGIES INC
+$285.9K
3,974
建仓
PM
PHILIP MORRIS INTL INC
+$281.7K
1,704
建仓
GD
GENERAL DYNAMICS CORP
+$281.4K
820
建仓
EXPE
EXPEDIA GROUP INC
+$280.5K
1,215
增持
HST
HOST HOTELS & RESORTS INC
+$279.9K
139,820
+3%
增持
CWEN
CLEARWAY ENERGY INC
+$278.7K
40,007
+3%
增持
BEN
FRANKLIN RESOURCES INC
+$275.2K
43,926
+38%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$268.1K
32,226
+4%
建仓
BHP
BHP BILLITON LIMITED
+$265.1K
3,644
减持
TMDX
TRANSMEDICS GROUP INC
-$263.4K
4,891
-21%
建仓
DOW
DOW HLDGS INC
+$263.0K
6,314
建仓
ILMN
ILLUMINA INC
+$261.7K
2,123
建仓
SNOW
SNOWFLAKE INC
+$260.3K
1,726
建仓
XLE
SELECT SECTOR SPDR TR
+$258.1K
4,214
增持
DAL
DELTA AIR LINES INC
+$257.2K
25,016
+23%
增持
AMGN
AMGEN INC
+$255.0K
7,644
+3%
建仓
EXEL
EXELIXIS INC
+$254.1K
5,925
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$254.0K
1,928
建仓
COF
CAPITAL ONE FINL CORP
+$252.8K
1,386
建仓
HON
HONEYWELL INTL INC
+$251.8K
1,114
建仓
MKTX
MARKETAXESS HLDGS INC
+$247.1K
1,498
清仓
FSLR
FIRST SOLAR INC
-$246.1K
0
-100%
建仓
C
CITIGROUP INC
+$245.1K
2,161
建仓
BURL
BURLINGTON STORES INC
+$244.4K
751
清仓
HSY
HERSHEY CO
-$242.6K
0
-100%
建仓
TXT
TEXTRON INC
+$242.1K
2,765
增持
HTGC
HERCULES CAPITAL INC
-$241.6K
62,147
+1%
建仓
SENEA
SENECA FOODS CORP NEW
+$238.6K
1,579
减持
UL
UNILEVER PLC
-$237.7K
23,920
-2%
建仓
EME
EMCOR GROUP INC
+$237.0K
321
建仓
BWA
BORGWARNER INC
+$233.8K
4,309
减持
ABBV
ABBVIE INC
-$232.9K
15,544
-2%
建仓
MEDP
MEDPACE HLDGS INC
+$232.4K
484
清仓
—
SPOTIFY TECHNOLOGY S A
-$232.3K
0
-100%
减持
NVS
NOVARTIS AG
+$231.9K
16,796
-1%
建仓
SLV
ISHARES SILVER TR
+$231.7K
3,401
增持
QCOM
QUALCOMM INC
-$227.3K
8,117
+9%
建仓
TSN
TYSON FOODS INC
+$225.7K
3,522
建仓
SYK
STRYKER CORPORATION
+$225.4K
686
建仓
SHEL
SHELL PLC
+$224.9K
2,418
