Abacus Planning Group, Inc.
COLUMBIA SC · SEC CIK 0001602730
$8.09亿2026Q2 申报市值
259持仓数
56.2%前十大占比 · 第一大 10.5%
17 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
STIP 加仓+$1,053.85万
VBR 加仓+$216.12万
VEA 加仓+$139.55万
VTI 加仓+$90.88万
VTV 加仓+$78.93万
2026Q2 卖出最多 按季末市值估算
JMTG 减仓-$427.09万
DEA 清仓-$155.71万
VOO 减仓-$99.79万
AAPL 减仓-$94.51万
UNP 减仓-$83.40万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DEA | EASTERLY GOVT PPTYS INC | $0 | 0.00% | 0 | -72,658 | -100.0% | -$155.71万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -2,849 | -100.0% | -$64.39万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -3,356 | -100.0% | -$60.06万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -515 | -100.0% | -$40.70万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -2,385 | -100.0% | -$39.44万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,917 | -100.0% | -$38.00万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -3,425 | -100.0% | -$36.56万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,666 | -100.0% | -$34.07万 | 清仓 |
| JCI | JOHNSON CTLS INTL PLC | $0 | 0.00% | 0 | -2,558 | -100.0% | -$33.50万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -5,138 | -100.0% | -$32.70万 | 清仓 |
| IGIC | INTL GNRL INSURANCE HLDNGS L | $0 | 0.00% | 0 | -13,091 | -100.0% | -$31.71万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,381 | -100.0% | -$31.52万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,646 | -100.0% | -$30.73万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -803 | -100.0% | -$27.44万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -4,124 | -100.0% | -$27.33万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -5,298 | -100.0% | -$25.84万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,227 | -100.0% | -$25.50万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,166 | -100.0% | -$23.69万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -375 | -100.0% | -$22.66万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,252 | -100.0% | -$22.48万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,655 | -100.0% | -$21.98万 | 清仓 |
| MRCY | MERCURY SYS INC | $0 | 0.00% | 0 | -2,904 | -100.0% | -$21.17万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -3,611 | -100.0% | -$21.11万 | 清仓 |
| NULV | NUSHARES ETF TR | $0 | 0.00% | 0 | -4,589 | -100.0% | -$20.88万 | 清仓 |
| SBET | SHARPLINK GAMING INC | $0 | 0.00% | 0 | -29,974 | -100.0% | -$19.33万 | 清仓 |
| — | XEROX HOLDINGS CORP | $3.42万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | FORTRESS BIOTECH INC | $4.45万 | 0.01% | 14,534 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR 看跌期权 | $7.36万 | 0.01% | 100 | 100 | — | $7.36万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $8.61万 | 0.01% | 51,238 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC | $9.29万 | 0.01% | 25,188 | 0 | 0.0% | — | 不变 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $13.39万 | 0.02% | 13,000 | 0 | 0.0% | — | 不变 |
| SGMT | SAGIMET BIOSCIENCES INC | $13.96万 | 0.02% | 18,064 | 0 | 0.0% | — | 不变 |
| — | AMERISERV FINL INC | $16.50万 | 0.02% | 42,513 | 0 | 0.0% | — | 不变 |
| DC | DAKOTA GOLD CORP | $17.11万 | 0.02% | 40,160 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $19.71万 | 0.02% | 11,361 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $20.60万 | 0.03% | 4,859 | 263 | 5.7% | $1.12万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $20.65万 | 0.03% | 2,508 | 2,508 | — | $20.65万 | 新建仓 |
| — | BRT APARTMENTS CORP | $20.72万 | 0.03% | 13,479 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $20.78万 | 0.03% | 2,064 | 2,064 | — | $20.78万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $20.96万 | 0.03% | 746 | -526 | -41.4% | -$14.78万 | 减仓 |
| COP | CONOCOPHILLIPS | $21.03万 | 0.03% | 2,023 | 33 | 1.7% | $3,431 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $21.31万 | 0.03% | 494 | 494 | — | $21.31万 | 新建仓 |
| CBRE | CBRE GROUP INC | $21.33万 | 0.03% | 1,584 | 9 | 0.6% | $1,212 | 加仓 |
| MCK | MCKESSON CORP | $21.38万 | 0.03% | 283 | 4 | 1.4% | $3,022 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $21.78万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $22.21万 | 0.03% | 5,504 | 5,504 | — | $22.21万 | 新建仓 |
| EEMA | ISHARES INC | $22.35万 | 0.03% | 1,911 | 1,911 | — | $22.35万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $22.49万 | 0.03% | 2,107 | 9 | 0.4% | $961 | 加仓 |
| BWA | BORGWARNER INC | $22.58万 | 0.03% | 3,400 | 3,400 | — | $22.58万 | 新建仓 |
| IXUS | ISHARES TR | $22.61万 | 0.03% | 2,369 | 2,369 | — | $22.61万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $22.71万 | 0.03% | 7,301 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $22.76万 | 0.03% | 8,305 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $22.86万 | 0.03% | 609 | -106 | -14.8% | -$3.98万 | 重新持有 |
| SSB | SOUTHSTATE BK CORP | $23.05万 | 0.03% | 2,307 | 21 | 0.9% | $2,098 | 加仓 |
| AZN | ASTRAZENECA PLC | $23.19万 | 0.03% | 1,223 | 1,223 | — | $23.19万 | 新建仓 |
| APP | APPLOVIN CORP | $23.55万 | 0.03% | 457 | -139 | -23.3% | -$7.16万 | 减仓 |
| FLR | FLUOR CORP | $23.97万 | 0.03% | 4,574 | -140 | -3.0% | -$7,335 | 减仓 |
| TGT | TARGET CORP | $24.04万 | 0.03% | 1,841 | -22 | -1.2% | -$2,873 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $24.31万 | 0.03% | 767 | -372 | -32.7% | -$11.79万 | 减仓 |
| FDX | FEDEX CORP | $24.70万 | 0.03% | 789 | -73 | -8.5% | -$2.29万 | 减仓 |
| APA | APA CORPORATION | $24.73万 | 0.03% | 7,594 | -3,209 | -29.7% | -$10.45万 | 减仓 |
| INGR | INGREDION INC | $24.83万 | 0.03% | 2,622 | 2,622 | — | $24.83万 | 新建仓 |
| TJX | TJX COS INC NEW | $25.15万 | 0.03% | 1,660 | 215 | 14.9% | $3.26万 | 加仓 |
| WELL | WELLTOWER INC | $25.28万 | 0.03% | 1,114 | 28 | 2.6% | $6,355 | 加仓 |
| EOG | EOG RES INC | $25.47万 | 0.03% | 1,963 | 16 | 0.8% | $2,076 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.63万 | 0.03% | 1,041 | -1 | -0.1% | -$246 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $26.86万 | 0.03% | 5,670 | -70 | -1.2% | -$3,316 | 减仓 |
| CSX | CSX CORP | $26.91万 | 0.03% | 5,661 | -613 | -9.8% | -$2.91万 | 减仓 |
| VSTS | VESTIS CORPORATION | $27.29万 | 0.03% | 18,798 | -6,966 | -27.0% | -$10.11万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $27.33万 | 0.03% | 807 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $27.40万 | 0.03% | 2,841 | 10 | 0.4% | $964 | 加仓 |
| VGT | VANGUARD WORLD FD | $27.88万 | 0.03% | 2,333 | -3 | -0.1% | -$359 | 减仓 |
| VUG | VANGUARD INDEX FDS | $27.95万 | 0.03% | 3,245 | -1,399 | -30.1% | -$12.05万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $28.30万 | 0.03% | 2,882 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $28.39万 | 0.04% | 856 | 11 | 1.3% | $3,649 | 加仓 |
| AN | AUTONATION INC | $28.50万 | 0.04% | 1,534 | -183 | -10.7% | -$3.40万 | 减仓 |
| SHEL | SHELL PLC | $28.58万 | 0.04% | 3,686 | -812 | -18.1% | -$6.30万 | 减仓 |
| NGVT | INGEVITY CORP | $28.70万 | 0.04% | 3,844 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $28.95万 | 0.04% | 1,291 | 16 | 1.3% | $3,588 | 加仓 |
| SO | SOUTHERN CO | $29.08万 | 0.04% | 3,038 | 879 | 40.7% | $8.41万 | 加仓 |
| MO | ALTRIA GROUP INC | $29.80万 | 0.04% | 4,142 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $30.13万 | 0.04% | 13,732 | -452 | -3.2% | -$9,917 | 减仓 |
| BAX | BAXTER INTL INC | $31.00万 | 0.04% | 14,541 | -370 | -2.5% | -$7,888 | 减仓 |
| VO | VANGUARD INDEX FDS | $31.26万 | 0.04% | 3,880 | 560 | 16.9% | $4.51万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $31.69万 | 0.04% | 3,434 | 65 | 1.9% | $5,998 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.79万 | 0.04% | 5,517 | 9 | 0.2% | $519 | 加仓 |
| BLK | BLACKROCK INC | $31.94万 | 0.04% | 332 | 8 | 2.5% | $7,695 | 加仓 |
| — | HONEYWELL INTL INC | $32.11万 | 0.04% | 1,434 | -1,451 | -50.3% | -$32.49万 | 重新持有 |
| — | FRANKLIN TEMPLETON DIGITAL H | $32.11万 | 0.04% | 9,469 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $32.35万 | 0.04% | 3,147 | 39 | 1.3% | $4,009 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $32.39万 | 0.04% | 1,087 | 1,087 | — | $32.39万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $32.81万 | 0.04% | 963 | -1,189 | -55.3% | -$40.51万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $32.91万 | 0.04% | 8,484 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $33.10万 | 0.04% | 1,958 | 37 | 1.9% | $6,255 | 加仓 |
| IYR | ISHARES TR | $33.32万 | 0.04% | 3,259 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.68万 | 0.04% | 349 | 349 | — | $33.68万 | 新建仓 |
| CME | CME GROUP INC | $33.81万 | 0.04% | 1,531 | -25 | -1.6% | -$5,521 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.84万 | 0.04% | 7,992 | 470 | 6.2% | $1.99万 | 加仓 |
| QCOM | QUALCOMM INC | $33.96万 | 0.04% | 1,838 | 140 | 8.2% | $2.59万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $34.07万 | 0.04% | 999 | 999 | — | $34.07万 | 新建仓 |