13F 机构持仓

Abacus Planning Group, Inc.

COLUMBIA SC · SEC CIK 0001602730

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.5%
VTI 10.2%
STIP 8.9%
VBR 6.7%
VEA 4.8%
VXUS 4.7%
UNP 2.8%
AMZN 2.7%
VOO 2.5%
JMTG 2.4%

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 $00.00%0 -72,658-100.0% -$155.71万 清仓
— HONEYWELL INTL INC $00.00%0 -2,849-100.0% -$64.39万 清仓
UHS UNIVERSAL HLTH SVCS INC $00.00%0 -3,356-100.0% -$60.06万 清仓
UI UBIQUITI INC $00.00%0 -515-100.0% -$40.70万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -2,385-100.0% -$39.44万 清仓
PGR PROGRESSIVE CORP $00.00%0 -1,917-100.0% -$38.00万 清仓
L LOEWS CORP $00.00%0 -3,425-100.0% -$36.56万 清仓
BWXT BWX TECHNOLOGIES INC $00.00%0 -1,666-100.0% -$34.07万 清仓
JCI JOHNSON CTLS INTL PLC $00.00%0 -2,558-100.0% -$33.50万 清仓
EQT EQT CORP $00.00%0 -5,138-100.0% -$32.70万 清仓
IGIC INTL GNRL INSURANCE HLDNGS L $00.00%0 -13,091-100.0% -$31.71万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -4,381-100.0% -$31.52万 清仓
CRM SALESFORCE INC $00.00%0 -1,646-100.0% -$30.73万 清仓
KNSL KINSALE CAP GROUP INC $00.00%0 -803-100.0% -$27.44万 清仓
WRB BERKLEY W R CORP $00.00%0 -4,124-100.0% -$27.33万 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -5,298-100.0% -$25.84万 清仓
HSY HERSHEY CO $00.00%0 -1,227-100.0% -$25.50万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -1,166-100.0% -$23.69万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -375-100.0% -$22.66万 清仓
ALB ALBEMARLE CORP $00.00%0 -1,252-100.0% -$22.48万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -7,655-100.0% -$21.98万 清仓
MRCY MERCURY SYS INC $00.00%0 -2,904-100.0% -$21.17万 清仓
BTI BRITISH AMERN TOB PLC $00.00%0 -3,611-100.0% -$21.11万 清仓
NULV NUSHARES ETF TR $00.00%0 -4,589-100.0% -$20.88万 清仓
SBET SHARPLINK GAMING INC $00.00%0 -29,974-100.0% -$19.33万 清仓
— XEROX HOLDINGS CORP $3.42万0.00%100,000 00.0% — 不变
— FORTRESS BIOTECH INC $4.45万0.01%14,534 00.0% — 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 00.0% — 不变
PRME PRIME MEDICINE INC $9.29万0.01%25,188 00.0% — 不变
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $13.39万0.02%13,000 00.0% — 不变
SGMT SAGIMET BIOSCIENCES INC $13.96万0.02%18,064 00.0% — 不变
— AMERISERV FINL INC $16.50万0.02%42,513 00.0% — 不变
DC DAKOTA GOLD CORP $17.11万0.02%40,160 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $19.71万0.02%11,361 00.0% — 不变
VNOM VIPER ENERGY INC $20.60万0.03%4,859 2635.7% $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 00.0% — 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%2,023 331.7% $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 90.6% $1,212 加仓
MCK MCKESSON CORP $21.38万0.03%283 41.4% $3,022 加仓
ORA ORMAT TECHNOLOGIES INC $21.78万0.03%2,000 00.0% — 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 90.4% $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 00.0% — 不变
HDV ISHARES TR $22.76万0.03%8,305 00.0% — 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%2,307 210.9% $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 21514.9% $3.26万 加仓
WELL WELLTOWER INC $25.28万0.03%1,114 282.6% $6,355 加仓
EOG EOG RES INC $25.47万0.03%1,963 160.8% $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 00.0% — 不变
VNQ VANGUARD INDEX FDS $27.40万0.03%2,841 100.4% $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 00.0% — 不变
AON AON PLC $28.39万0.04%856 111.3% $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 00.0% — 不变
DOV DOVER CORP $28.95万0.04%1,291 161.3% $3,588 加仓
SO SOUTHERN CO $29.08万0.04%3,038 87940.7% $8.41万 加仓
MO ALTRIA GROUP INC $29.80万0.04%4,142 00.0% — 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 56016.9% $4.51万 加仓
SCHW SCHWAB CHARLES CORP $31.69万0.04%3,434 651.9% $5,998 加仓
BMY BRISTOL-MYERS SQUIBB CO $31.79万0.04%5,517 90.2% $519 加仓
BLK BLACKROCK INC $31.94万0.04%332 82.5% $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 00.0% — 不变
ESGD ISHARES TR $32.35万0.04%3,147 391.3% $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 00.0% — 不变
PSX PHILLIPS 66 $33.10万0.04%1,958 371.9% $6,255 加仓
IYR ISHARES TR $33.32万0.04%3,259 00.0% — 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 4706.2% $1.99万 加仓
QCOM QUALCOMM INC $33.96万0.04%1,838 1408.2% $2.59万 加仓
PANW PALO ALTO NETWORKS INC $34.07万0.04%999 999— $34.07万 新建仓