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 |
|---|---|---|---|---|---|---|---|---|
| TT | TRANE TECHNOLOGIES PLC | $34.14万 | 0.04% | 695 | 5 | 0.7% | $2,456 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $34.75万 | 0.04% | 2,937 | 3 | 0.1% | $355 | 加仓 |
| IWP | ISHARES TR | $34.89万 | 0.04% | 2,383 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $35.14万 | 0.04% | 4,900 | -241 | -4.7% | -$1.73万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $35.41万 | 0.04% | 908 | -142 | -13.5% | -$5.54万 | 减仓 |
| F | FORD MTR CO | $35.72万 | 0.04% | 25,695 | -668 | -2.5% | -$9,285 | 减仓 |
| NET | CLOUDFLARE INC | $36.42万 | 0.05% | 1,485 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $37.00万 | 0.05% | 891 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $37.55万 | 0.05% | 1,738 | -22 | -1.2% | -$4,753 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $38.15万 | 0.05% | 1,128 | 55 | 5.1% | $1.86万 | 加仓 |
| NFLX | NETFLIX INC. | $38.32万 | 0.05% | 5,367 | -89 | -1.6% | -$6,355 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $38.53万 | 0.05% | 10,340 | 10,340 | — | $38.53万 | 新建仓 |
| — | ISHARES TR | $38.88万 | 0.05% | 6,709 | -349 | -4.9% | -$2.02万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $39.05万 | 0.05% | 1,803 | 241 | 15.4% | $5.22万 | 加仓 |
| FISV | FISERV INC | $40.26万 | 0.05% | 8,207 | -252 | -3.0% | -$1.24万 | 减仓 |
| ARW | ARROW ELECTRS INC | $40.57万 | 0.05% | 1,901 | -379 | -16.6% | -$8.09万 | 减仓 |
| TPR | TAPESTRY INC | $40.58万 | 0.05% | 2,772 | -2 | -0.1% | -$293 | 减仓 |
| MA | MASTERCARD INCORPORATED | $40.70万 | 0.05% | 792 | 16 | 2.1% | $8,221 | 加仓 |
| SON | SONOCO PRODS CO | $40.70万 | 0.05% | 7,222 | -229 | -3.1% | -$1.29万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $40.96万 | 0.05% | 4,975 | 535 | 12.0% | $4.41万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $41.17万 | 0.05% | 1,247 | 5 | 0.4% | $1,651 | 加仓 |
| MMM | 3M CO | $42.05万 | 0.05% | 2,597 | 449 | 20.9% | $7.27万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $42.48万 | 0.05% | 12,202 | -2,585 | -17.5% | -$9.00万 | 减仓 |
| SM | SM ENERGY COMPANY | $42.57万 | 0.05% | 16,311 | -1,057 | -6.1% | -$2.76万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $42.60万 | 0.05% | 9,365 | 9,365 | — | $42.60万 | 新建仓 |
| IEFA | ISHARES TR | $42.93万 | 0.05% | 4,445 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $43.29万 | 0.05% | 428 | -45 | -9.5% | -$4.55万 | 减仓 |
| IJH | ISHARES TR | $43.95万 | 0.05% | 5,700 | 485 | 9.3% | $3.74万 | 加仓 |
| ADBE | ADOBE INC | $43.98万 | 0.05% | 2,145 | 1,200 | 127.0% | $24.61万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $44.20万 | 0.05% | 1,896 | -39 | -2.0% | -$9,091 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $44.23万 | 0.05% | 1,144 | 473 | 70.5% | $18.29万 | 重新持有 |
| IWF | ISHARES TR | $45.93万 | 0.06% | 3,699 | -1 | -0.0% | -$124 | 减仓 |
| MRP | MILLROSE PPTYS INC | $46.11万 | 0.06% | 15,345 | 277 | 1.8% | $8,324 | 加仓 |
| T | AT&T INC | $47.03万 | 0.06% | 22,718 | -248 | -1.1% | -$5,134 | 减仓 |
| TXN | TEXAS INSTRS INC | $47.07万 | 0.06% | 1,579 | -77 | -4.6% | -$2.30万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $47.95万 | 0.06% | 2,026 | -21 | -1.0% | -$4,970 | 减仓 |
| CDW | CDW CORP | $48.03万 | 0.06% | 3,415 | 1 | 0.0% | $141 | 加仓 |
| ADI | ANALOG DEVICES INC | $48.14万 | 0.06% | 1,212 | -96 | -7.3% | -$3.81万 | 减仓 |
| RTX | RTX CORPORATION | $48.81万 | 0.06% | 2,573 | 44 | 1.7% | $8,348 | 加仓 |
| CI | THE CIGNA GROUP | $48.82万 | 0.06% | 1,771 | -284 | -13.8% | -$7.83万 | 减仓 |
| TFC | TRUIST FINL CORP | $49.15万 | 0.06% | 9,865 | 130 | 1.3% | $6,477 | 加仓 |
| MCO | MOODYS CORP | $49.64万 | 0.06% | 1,096 | -59 | -5.1% | -$2.67万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $49.98万 | 0.06% | 11,268 | 11,268 | — | $49.98万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $50.30万 | 0.06% | 1,420 | -12 | -0.8% | -$4,251 | 减仓 |
| D | DOMINION ENERGY INC | $50.59万 | 0.06% | 7,409 | 235 | 3.3% | $1.60万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $51.00万 | 0.06% | 3,728 | 144 | 4.0% | $1.97万 | 加仓 |
| CVS | CVS HEALTH CORP | $51.86万 | 0.06% | 5,013 | 61 | 1.2% | $6,310 | 加仓 |
| IWB | ISHARES TR | $51.97万 | 0.06% | 1,269 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $52.56万 | 0.06% | 7,160 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.50万 | 0.07% | 1,204 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $57.74万 | 0.07% | 5,984 | -1,458 | -19.6% | -$14.07万 | 减仓 |
| WFC | WELLS FARGO & CO | $57.98万 | 0.07% | 7,016 | -119 | -1.7% | -$9,834 | 减仓 |
| ABBV | ABBVIE INC | $58.68万 | 0.07% | 2,332 | -41 | -1.7% | -$1.03万 | 减仓 |
| CVX | CHEVRON CORPORATION | $59.01万 | 0.07% | 3,560 | -336 | -8.6% | -$5.57万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $59.67万 | 0.07% | 4,388 | -604 | -12.1% | -$8.21万 | 减仓 |
| VTRS | VIATRIS INC | $59.75万 | 0.07% | 37,625 | -1,636 | -4.2% | -$2.60万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $59.75万 | 0.07% | 16,539 | -38 | -0.2% | -$1,373 | 减仓 |
| ETN | EATON CORP PLC | $59.82万 | 0.07% | 1,404 | -71 | -4.8% | -$3.03万 | 减仓 |
| PFE | PFIZER INC | $61.64万 | 0.08% | 25,600 | 120 | 0.5% | $2,890 | 加仓 |
| ALL | ALLSTATE CORP | $62.72万 | 0.08% | 2,636 | 95 | 3.7% | $2.26万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $63.01万 | 0.08% | 16,328 | 3,510 | 27.4% | $13.55万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $64.66万 | 0.08% | 17,833 | -221 | -1.2% | -$8,013 | 减仓 |
| V | VISA INC | $64.87万 | 0.08% | 1,891 | 93 | 5.2% | $3.19万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $66.21万 | 0.08% | 16,498 | 146 | 0.9% | $5,859 | 加仓 |
| GEV | GE VERNOVA INC | $67.79万 | 0.08% | 577 | -69 | -10.7% | -$8.11万 | 减仓 |
| DIS | DISNEY WALT CO | $68.51万 | 0.08% | 7,118 | -1,021 | -12.5% | -$9.83万 | 减仓 |
| FCCO | FIRST CMNTY CORP S C | $69.24万 | 0.09% | 21,188 | -11,712 | -35.6% | -$38.28万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $69.34万 | 0.09% | 2,204 | 312 | 16.5% | $9.82万 | 加仓 |
| LOW | LOWES COS INC | $70.18万 | 0.09% | 3,183 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $73.94万 | 0.09% | 2,833 | -43 | -1.5% | -$1.12万 | 减仓 |
| MPC | MARATHON PETE CORP | $74.07万 | 0.09% | 2,897 | -37 | -1.3% | -$9,460 | 减仓 |
| QQQ | INVESCO QQQ TR | $74.28万 | 0.09% | 1,009 | 1 | 0.1% | $736 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $75.92万 | 0.09% | 8,323 | 8,323 | — | $75.92万 | 新建仓 |
| JBL | JABIL INC | $75.94万 | 0.09% | 1,970 | 3 | 0.2% | $1,156 | 加仓 |
| SLV | ISHARES SILVER TR | $75.95万 | 0.09% | 14,205 | 64 | 0.5% | $3,422 | 加仓 |
| TSLA | TESLA INC | $76.38万 | 0.09% | 1,816 | -149 | -7.6% | -$6.27万 | 减仓 |
| GM | GENERAL MTRS CO | $76.67万 | 0.09% | 9,947 | -34 | -0.3% | -$2,621 | 减仓 |
| EE | EXCELERATE ENERGY INC | $79.78万 | 0.10% | 21,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $80.87万 | 0.10% | 1,946 | -25 | -1.3% | -$1.04万 | 减仓 |
| YUM | YUM BRANDS INC | $81.46万 | 0.10% | 5,096 | 6 | 0.1% | $959 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $82.23万 | 0.10% | 2,430 | -28 | -1.1% | -$9,475 | 减仓 |
| GLD | SPDR GOLD TR | $85.61万 | 0.11% | 2,324 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $85.72万 | 0.11% | 5,845 | 43 | 0.7% | $6,306 | 加仓 |
| ASML | ASML HLDG NV | $85.94万 | 0.11% | 432 | 10 | 2.4% | $1.99万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $88.75万 | 0.11% | 6,711 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $88.78万 | 0.11% | 1,233 | -83 | -6.3% | -$5.98万 | 减仓 |
| GE | GE AEROSPACE | $89.69万 | 0.11% | 2,400 | 34 | 1.4% | $1.27万 | 加仓 |
| AMAT | APPLIED MATLS INC | $91.48万 | 0.11% | 1,265 | -177 | -12.3% | -$12.80万 | 减仓 |
| R | RYDER SYS INC | $91.68万 | 0.11% | 3,476 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $97.17万 | 0.12% | 2,813 | -262 | -8.5% | -$9.05万 | 减仓 |
| MCD | MCDONALDS CORP | $99.00万 | 0.12% | 3,663 | 2 | 0.1% | $541 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $100.54万 | 0.12% | 3,575 | 49 | 1.4% | $1.38万 | 加仓 |
| MET | METLIFE INC | $102.34万 | 0.13% | 12,095 | 16 | 0.1% | $1,354 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $102.46万 | 0.13% | 10,576 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $103.01万 | 0.13% | 4,336 | -8 | -0.2% | -$1,900 | 减仓 |
| NEE | NEXTERA ENERGY INC | $103.05万 | 0.13% | 11,741 | 99 | 0.9% | $8,689 | 加仓 |
| DHR | DANAHER CORP DEL | $106.83万 | 0.13% | 5,608 | -39 | -0.7% | -$7,429 | 减仓 |
| JLL | JONES LANG LASALLE INC | $106.90万 | 0.13% | 3,449 | 409 | 13.5% | $12.68万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $106.94万 | 0.13% | 23,118 | 52 | 0.2% | $2,406 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $108.06万 | 0.13% | 23,738 | 0 | 0.0% | — | 不变 |