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 |
|---|---|---|---|---|---|---|---|---|
| DFGR | DIMENSIONAL ETF TRUST | $110.39万 | 0.14% | 38,104 | 8,806 | 30.1% | $25.51万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $118.21万 | 0.15% | 9,339 | -17 | -0.2% | -$2,152 | 减仓 |
| LEN | LENNAR CORP | $119.44万 | 0.15% | 13,199 | -117 | -0.9% | -$1.06万 | 减仓 |
| BPOP | POPULAR INC | $120.03万 | 0.15% | 7,311 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $126.11万 | 0.16% | 3,667 | -14 | -0.4% | -$4,815 | 减仓 |
| SUSA | ISHARES TR | $127.48万 | 0.16% | 8,262 | 21 | 0.3% | $3,240 | 加仓 |
| HD | HOME DEPOT INC | $128.08万 | 0.16% | 3,632 | -121 | -3.2% | -$4.27万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $128.68万 | 0.16% | 12,487 | 1,357 | 12.2% | $13.98万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $132.62万 | 0.16% | 2,283 | -226 | -9.0% | -$13.13万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $132.90万 | 0.16% | 33,050 | 6,385 | 23.9% | $25.67万 | 加仓 |
| AMGN | AMGEN INC | $135.07万 | 0.17% | 3,730 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $137.40万 | 0.17% | 11,697 | 117 | 1.0% | $1.37万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $138.02万 | 0.17% | 30,597 | -418 | -1.3% | -$1.89万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $144.03万 | 0.18% | 28,975 | -1,926 | -6.2% | -$9.57万 | 减仓 |
| IWV | ISHARES TR | $144.42万 | 0.18% | 3,387 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $150.28万 | 0.19% | 18,141 | -355 | -1.9% | -$2.94万 | 减仓 |
| MRK | MERCK & CO INC | $155.83万 | 0.19% | 12,127 | -1,139 | -8.6% | -$14.64万 | 减仓 |
| PEP | PEPSICO INC | $156.35万 | 0.19% | 11,547 | -2,818 | -19.6% | -$38.16万 | 减仓 |
| ORCL | ORACLE CORP | $158.14万 | 0.20% | 10,791 | -189 | -1.7% | -$2.77万 | 减仓 |
| AVGO | BROADCOM INC | $163.42万 | 0.20% | 4,326 | -63 | -1.4% | -$2.38万 | 减仓 |
| DE | DEERE & CO | $168.31万 | 0.21% | 2,653 | -133 | -4.8% | -$8.44万 | 减仓 |
| FNV | FRANCO NEV CORP | $169.94万 | 0.21% | 8,153 | 215 | 2.7% | $4.48万 | 加仓 |
| UNM | UNUM GROUP | $178.62万 | 0.22% | 19,979 | 1 | 0.0% | $89 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $178.65万 | 0.22% | 29,239 | -1,136 | -3.7% | -$6.94万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $183.13万 | 0.23% | 63,235 | 19 | 0.0% | $550 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $186.40万 | 0.23% | 63,336 | -1,655 | -2.5% | -$4.87万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $189.22万 | 0.23% | 68,311 | -285 | -0.4% | -$7,895 | 减仓 |
| IWM | ISHARES TR | $197.53万 | 0.24% | 6,575 | -319 | -4.6% | -$9.58万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $201.00万 | 0.25% | 12,807 | 24 | 0.2% | $3,767 | 加仓 |
| — | EXXON MOBIL CORP | $201.58万 | 0.25% | 14,744 | 1,539 | 11.7% | $21.04万 | 加仓 |
| EFA | ISHARES TR | $201.82万 | 0.25% | 19,428 | 184 | 1.0% | $1.91万 | 加仓 |
| INTC | INTEL CORP | $202.82万 | 0.25% | 14,525 | 97 | 0.7% | $1.35万 | 加仓 |
| META | META PLATFORMS INC | $206.03万 | 0.25% | 3,658 | -92 | -2.5% | -$5.18万 | 减仓 |
| SHV | ISHARES TR | $211.01万 | 0.26% | 19,122 | 2 | 0.0% | $221 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $213.57万 | 0.26% | 2,283 | 38 | 1.7% | $3.55万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $242.43万 | 0.30% | 27,178 | -2,792 | -9.3% | -$24.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $251.07万 | 0.31% | 9,886 | -130 | -1.3% | -$3.30万 | 减仓 |
| WK | WORKIVA INC | $256.88万 | 0.32% | 52,954 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $257.55万 | 0.32% | 99,249 | 19 | 0.0% | $493 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $262.90万 | 0.32% | 5,254 | 398 | 8.2% | $19.92万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $264.80万 | 0.33% | 21,225 | 962 | 4.7% | $12.00万 | 加仓 |
| KO | COCA COLA CO | $275.21万 | 0.34% | 33,864 | 206 | 0.6% | $1.67万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $277.89万 | 0.34% | 83,475 | -1,782 | -2.1% | -$5.93万 | 减仓 |
| SCZ | ISHARES TR | $288.64万 | 0.36% | 35,084 | -1,059 | -2.9% | -$8.71万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $289.65万 | 0.36% | 60,193 | -159 | -0.3% | -$7,651 | 减仓 |
| CAT | CATERPILLAR INC | $291.58万 | 0.36% | 2,738 | -222 | -7.5% | -$23.64万 | 减仓 |
| ARMK | ARAMARK | $293.31万 | 0.36% | 51,549 | 21 | 0.0% | $1,195 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $299.38万 | 0.37% | 73,665 | 11,647 | 18.8% | $47.33万 | 加仓 |
| LLY | ELI LILLY & CO | $303.15万 | 0.37% | 2,527 | 58 | 2.3% | $6.96万 | 加仓 |
| WMT | WALMART INC | $321.04万 | 0.40% | 28,345 | -1,236 | -4.2% | -$14.00万 | 减仓 |
| GOOGL | ALPHABET INC | $340.69万 | 0.42% | 9,533 | 55 | 0.6% | $1.97万 | 加仓 |
| IJS | ISHARES TR | $341.36万 | 0.42% | 24,975 | -443 | -1.7% | -$6.05万 | 减仓 |
| INFL | LISTED FDS TR | $356.25万 | 0.44% | 71,422 | 12,694 | 21.6% | $63.32万 | 加仓 |
| MTB | M & T BK CORP | $359.35万 | 0.44% | 15,098 | -6 | -0.0% | -$1,428 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $359.44万 | 0.44% | 39,735 | -302 | -0.8% | -$2.73万 | 减仓 |
| BAC | BANK AMERICA CORP | $367.99万 | 0.45% | 64,583 | -435 | -0.7% | -$2.48万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $380.34万 | 0.47% | 3,295 | -126 | -3.7% | -$14.54万 | 减仓 |
| EEM | ISHARES TR | $381.59万 | 0.47% | 55,780 | -275 | -0.5% | -$1.88万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $417.27万 | 0.52% | 49,823 | 133 | 0.3% | $1.11万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $515.56万 | 0.64% | 170,885 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $528.16万 | 0.65% | 7,073 | -39 | -0.5% | -$2.91万 | 减仓 |
| VB | VANGUARD INDEX FDS | $647.08万 | 0.80% | 21,347 | -524 | -2.4% | -$15.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $691.47万 | 0.85% | 34,558 | -338 | -1.0% | -$6.76万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $710.32万 | 0.88% | 21,700 | 166 | 0.8% | $5.43万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $724.28万 | 0.90% | 300,035 | -647 | -0.2% | -$1.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $772.41万 | 0.95% | 20,707 | -797 | -3.7% | -$29.73万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $952.89万 | 1.18% | 159,639 | 1,174 | 0.7% | $7.01万 | 加仓 |
| GOOG | ALPHABET INC | $960.13万 | 1.19% | 27,174 | -157 | -0.6% | -$5.55万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,016.91万 | 1.26% | 46,662 | 3,622 | 8.4% | $78.93万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,066.66万 | 1.32% | 565,265 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $1,104.91万 | 1.37% | 14,754 | 291 | 2.0% | $21.79万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,363.44万 | 1.69% | 389,220 | 15,086 | 4.0% | $52.85万 | 加仓 |
| AAPL | APPLE INC | $1,490.18万 | 1.84% | 51,499 | -3,266 | -6.0% | -$94.51万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,755.99万 | 2.17% | 212,101 | 178 | 0.1% | $1.47万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $1,943.68万 | 2.40% | 383,519 | -84,272 | -18.0% | -$427.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,024.53万 | 2.50% | 29,477 | -1,453 | -4.7% | -$99.79万 | 减仓 |
| AMZN | AMAZON COM INC | $2,222.28万 | 2.75% | 93,240 | -214 | -0.2% | -$5.10万 | 减仓 |
| UNP | UNION PAC CORP | $2,227.16万 | 2.75% | 81,881 | -3,066 | -3.6% | -$83.40万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3,793.80万 | 4.69% | 443,771 | -2,554 | -0.6% | -$21.83万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,903.91万 | 4.83% | 547,917 | 19,586 | 3.7% | $139.55万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $5,380.90万 | 6.65% | 221,445 | 8,894 | 4.2% | $216.12万 | 加仓 |
| STIP | ISHARES TR | $7,206.82万 | 8.91% | 705,445 | 103,157 | 17.1% | $1,053.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $8,268.15万 | 10.22% | 223,439 | 2,456 | 1.1% | $90.88万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $8,517.38万 | 10.53% | 1,421,934 | -11,324 | -0.8% | -$67.83万 | 减仓 |