13F 机构持仓

Abacus Planning Group, Inc.

COLUMBIA SC · SEC CIK 0001602730

2026Q22026Q1 更早 9 个季度 🔒
$7.43亿2026Q1 申报市值
264持仓数
55.6%前十大占比 · 第一大 11.2%
20 / 22新建仓 / 清仓
申报市值走势$8.09亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DSTL 11.2%
VTI 9.5%
STIP 8.4%
VBR 6.2%
VXUS 4.6%
VEA 4.6%
JMTG 3.2%
UNP 2.8%
AMZN 2.6%
VOO 2.5%

2026Q1 买入最多 按季末市值估算

STIP 加仓+$586.35万
IBIT 新建仓+$327.56万
PSLV 加仓+$316.40万
BTC 加仓+$279.40万
GLD 新建仓+$100.00万

2026Q1 卖出最多 按季末市值估算

JMTG 减仓-$406.41万
IJS 减仓-$326.25万
VTV 减仓-$290.53万
DEA 减仓-$263.00万
AVDE 减仓-$128.77万

2026Q1 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
IGSB ISHARES TR $00.00%0 -10,078-100.0% -$53.29万 清仓
— CIVITAS RESOURCES INC $00.00%0 -12,316-100.0% -$33.36万 清仓
NKE NIKE INC $00.00%0 -5,199-100.0% -$33.12万 清仓
ABT ABBOTT LABS $00.00%0 -2,640-100.0% -$33.08万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -497-100.0% -$28.80万 清仓
AU ANGLOGOLD ASHANTI PLC $00.00%0 -3,150-100.0% -$26.86万 清仓
BX BLACKSTONE INC $00.00%0 -1,675-100.0% -$25.82万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -1,407-100.0% -$25.01万 清仓
DHC DIVERSIFIED HEALTHCARE TR $00.00%0 -49,283-100.0% -$23.90万 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 —— — 申报中断
HL HECLA MNG CO $00.00%0 -11,655-100.0% -$22.37万 清仓
CDNS CADENCE DESIGN SYSTEM INC $00.00%0 —— — 申报中断
AMP AMERIPRISE FINL INC $00.00%0 -441-100.0% -$21.62万 清仓
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -3,246-100.0% -$21.26万 清仓
GPN GLOBAL PMTS INC $00.00%0 -2,745-100.0% -$21.25万 清仓
FTV FORTIVE CORP $00.00%0 -3,843-100.0% -$21.22万 清仓
MAR MARRIOTT INTL INC NEW $00.00%0 -672-100.0% -$20.85万 清仓
FLEX FLEX LTD $00.00%0 -3,434-100.0% -$20.75万 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -2,014-100.0% -$20.72万 清仓
HLF HERBALIFE LTD $00.00%0 -100,000-100.0% -$10.88万 清仓
— FORD MTR CO $00.00%0 -100,000-100.0% -$10.38万 清仓
— PELOTON INTERACTIVE INC $00.00%0 -100,000-100.0% -$9.84万 清仓
NOK NOKIA CORP $00.00%0 -13,700-100.0% -$8.86万 清仓
SABR SABRE CORP $00.00%0 -16,359-100.0% -$2.22万 清仓
— XEROX HOLDINGS CORP $2.86万0.00%100,000 00.0% — 不变
— FORTRESS BIOTECH INC $4.05万0.01%14,534 00.0% — 不变
PACB PACIFIC BIOSCIENCES CALIF IN $6.76万0.01%51,238 -48,762-48.8% -$6.44万 减仓
PRME PRIME MEDICINE INC $8.77万0.01%25,188 00.0% — 不变
SGMT SAGIMET BIOSCIENCES INC $9.44万0.01%18,064 -11,904-39.7% -$6.22万 减仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $13.22万0.02%13,000 00.0% — 不变
— AMERISERV FINL INC $15.39万0.02%42,513 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $17.10万0.02%11,361 00.0% — 重新持有
— BRT APARTMENTS CORP $17.98万0.02%13,479 -4,021-23.0% -$5.36万 减仓
SBET SHARPLINK GAMING INC $19.33万0.03%29,974 19,500186.2% $12.58万 加仓
VSTS VESTIS CORPORATION $20.25万0.03%25,764 -2,294-8.2% -$1.80万 减仓
DC DAKOTA GOLD CORP $20.28万0.03%40,160 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $20.33万0.03%7,301 7,301— $20.33万 新建仓
VGT VANGUARD WORLD FD $20.35万0.03%292 292— $20.35万 新建仓
SO SOUTHERN CO $20.84万0.03%2,159 -384-15.1% -$3.71万 减仓
NULV NUSHARES ETF TR $20.88万0.03%4,589 00.0% — 不变
BTI BRITISH AMERN TOB PLC $21.11万0.03%3,611 00.0% — 不变
SSB SOUTHSTATE BK CORP $21.15万0.03%2,286 00.0% — 不变
MRCY MERCURY SYS INC $21.17万0.03%2,904 00.0% — 不变
CBRE CBRE GROUP INC $21.34万0.03%1,575 -127-7.5% -$1.72万 减仓
WELL WELLTOWER INC $21.47万0.03%1,086 -11-1.0% -$2,175 减仓
VNOM VIPER ENERGY INC $21.60万0.03%4,596 4,596— $21.60万 新建仓
PNC PNC FINL SVCS GROUP INC $21.68万0.03%1,042 -9-0.9% -$1,873 减仓
QCOM QUALCOMM INC $21.87万0.03%1,698 -559-24.8% -$7.20万 减仓
CMCSA COMCAST CORP NEW $21.98万0.03%7,655 -2,315-23.2% -$6.65万 减仓
FLR FLUOR CORP NEW $21.99万0.03%4,714 -1,185-20.1% -$5.53万 减仓
ORA ORMAT TECHNOLOGIES INC $22.38万0.03%2,000 00.0% — 不变
ALB ALBEMARLE CORP $22.48万0.03%1,252 1,252— $22.48万 新建仓
HDV ISHARES TR $22.54万0.03%1,661 00.0% — 不变
TGT TARGET CORP $22.58万0.03%1,863 1,863— $22.58万 新建仓
LMT LOCKHEED MARTIN CORP $22.66万0.03%375 375— $22.66万 新建仓
ADBE ADOBE INC $22.98万0.03%945 945— $22.98万 新建仓
TJX TJX COS INC NEW $23.08万0.03%1,445 1,445— $23.08万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $23.69万0.03%1,166 -141-10.8% -$2.86万 减仓
APP APPLOVIN CORP $23.72万0.03%596 -58-8.9% -$2.31万 减仓
VONE VANGUARD SCOTTSDALE FDS $23.82万0.03%807 00.0% — 不变
VO VANGUARD INDEX FDS $23.84万0.03%830 00.0% — 不变
MCK MCKESSON CORP $24.14万0.03%279 -22-7.3% -$1.90万 减仓
NXPI NXP SEMICONDUCTORS N V $25.04万0.03%1,272 1,272— $25.04万 新建仓
BAX BAXTER INTL INC $25.05万0.03%14,911 -92-0.6% -$1,546 减仓
VNQ VANGUARD INDEX FDS $25.11万0.03%2,831 -191-6.3% -$1.69万 减仓
AVRE AMERICAN CENTY ETF TR $25.27万0.03%5,740 130.2% $572 加仓
HSY HERSHEY CO $25.50万0.03%1,227 -180-12.8% -$3.74万 减仓
CSX CSX CORP $25.75万0.03%6,274 -21-0.3% -$862 减仓
YUMC YUM CHINA HLDGS INC $25.84万0.03%5,298 00.0% — 不变
COP CONOCOPHILLIPS $26.27万0.04%1,990 1,990— $26.27万 新建仓
DOV DOVER CORP $26.58万0.04%1,275 00.0% — 不变
BG BUNGE GLOBAL SA $26.69万0.04%2,098 2,098— $26.69万 新建仓
VYMI VANGUARD WHITEHALL FDS $27.16万0.04%2,882 00.0% — 不变
HPQ HP INC $27.25万0.04%14,184 3,01827.0% $5.80万 加仓
AON AON PLC $27.27万0.04%845 -1-0.1% -$323 减仓
MO ALTRIA GROUP INC $27.33万0.04%4,142 -821-16.5% -$5.42万 减仓
WRB BERKLEY W R CORP $27.33万0.04%4,124 -183-4.2% -$1.21万 减仓
NGVT INGEVITY CORP $27.38万0.04%3,844 -19-0.5% -$1,353 减仓
KNSL KINSALE CAP GROUP INC $27.44万0.04%803 00.0% — 不变
EOG EOG RES INC $28.15万0.04%1,947 1,947— $28.15万 新建仓
TT TRANE TECHNOLOGIES PLC $28.76万0.04%690 -99-12.5% -$4.13万 减仓
ESGD ISHARES TR $29.72万0.04%3,108 00.0% — 不变
— DIMENSIONAL ETF TRUST $29.73万0.04%8,484 10.0% $35 加仓
F FORD MTR CO $30.42万0.04%26,363 -948-3.5% -$1.09万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $30.52万0.04%1,562 1,562— $30.52万 新建仓
IWP ISHARES TR $30.53万0.04%2,383 -56-2.3% -$7,174 减仓
NET CLOUDFLARE INC $30.64万0.04%1,485 00.0% — 不变
FDX FEDEX CORP $30.70万0.04%862 -48-5.3% -$1.71万 减仓
CRM SALESFORCE INC $30.73万0.04%1,646 -294-15.2% -$5.49万 减仓
IYR ISHARES TR $30.82万0.04%3,259 00.0% — 不变
BLK BLACKROCK INC $31.17万0.04%324 41.2% $3,848 加仓
MMM 3M CO $31.20万0.04%2,148 -16-0.7% -$2,324 减仓
UBER UBER TECHNOLOGIES INC $31.52万0.04%4,381 -734-14.3% -$5.28万 减仓
— DIMENSIONAL ETF TRUST $31.58万0.04%4,440 4,440— $31.58万 新建仓
SCHW SCHWAB CHARLES CORP $31.66万0.04%3,369 -258-7.1% -$2.42万 减仓
IGIC INTL GNRL INSURANCE HLDNGS L $31.71万0.04%13,091 00.0% — 不变
TXN TEXAS INSTRS INC $32.15万0.04%1,656 -215-11.5% -$4.17万 减仓
BIIB BIOGEN INC $32.27万0.04%1,760 -72-3.9% -$1.32万 减仓
AXP AMERICAN EXPRESS CO $32.46万0.04%1,073 -134-11.1% -$4.05万 减仓
APO APOLLO GLOBAL MGMT INC $32.69万0.04%2,934 421.5% $4,680 加仓