Abacus Planning Group, Inc.
COLUMBIA SC · SEC CIK 0001602730
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DSTL | ETF SER SOLUTIONS | $8,295.69万 | 11.17% | 1,433,258 | 13,664 | 1.0% | $79.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $7,089.34万 | 9.54% | 220,983 | -1,517 | -0.7% | -$48.67万 | 减仓 |
| STIP | ISHARES TR | $6,229.47万 | 8.39% | 602,288 | 56,690 | 10.4% | $586.35万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $4,617.66万 | 6.22% | 212,551 | -2,999 | -1.4% | -$65.15万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3,441.61万 | 4.63% | 446,325 | -11,618 | -2.5% | -$89.59万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,385.54万 | 4.56% | 528,331 | -12,218 | -2.3% | -$78.29万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $2,385.73万 | 3.21% | 467,791 | -79,689 | -14.6% | -$406.41万 | 减仓 |
| UNP | UNION PAC CORP | $2,060.98万 | 2.77% | 84,947 | -64 | -0.1% | -$1.55万 | 减仓 |
| AMZN | AMAZON COM INC | $1,946.37万 | 2.62% | 93,454 | -142 | -0.2% | -$2.96万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,848.20万 | 2.49% | 30,930 | -430 | -1.4% | -$25.69万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,563.56万 | 2.10% | 211,923 | 6,212 | 3.0% | $45.83万 | 加仓 |
| AAPL | APPLE INC | $1,389.88万 | 1.87% | 54,765 | -2,378 | -4.2% | -$60.35万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,378.68万 | 1.86% | 565,265 | 129,725 | 29.8% | $316.40万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,259.71万 | 1.70% | 374,134 | 20,424 | 5.8% | $68.77万 | 加仓 |
| IVV | ISHARES TR | $944.71万 | 1.27% | 14,463 | 227 | 1.6% | $14.83万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $856.50万 | 1.15% | 158,465 | 788 | 0.5% | $4.26万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $844.45万 | 1.14% | 43,040 | -14,808 | -25.6% | -$290.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $796.01万 | 1.07% | 21,504 | 200 | 0.9% | $7.40万 | 加仓 |
| GOOG | ALPHABET INC | $784.02万 | 1.06% | 27,331 | -1,432 | -5.0% | -$41.08万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $729.76万 | 0.98% | 300,682 | -11,443 | -3.7% | -$27.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $633.46万 | 0.85% | 21,534 | 440 | 2.1% | $12.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $608.59万 | 0.82% | 34,896 | -3,550 | -9.2% | -$61.91万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $605.62万 | 0.82% | 170,885 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $572.85万 | 0.77% | 21,871 | -851 | -3.7% | -$22.29万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $462.53万 | 0.62% | 7,112 | 7 | 0.1% | $4,553 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $373.17万 | 0.50% | 49,690 | 11,753 | 31.0% | $88.27万 | 加仓 |
| WMT | WALMART INC | $367.63万 | 0.49% | 29,581 | 1,256 | 4.4% | $15.61万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $327.56万 | 0.44% | 85,257 | 85,257 | — | $327.56万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $320.62万 | 0.43% | 40,037 | -10 | -0.0% | -$801 | 减仓 |
| EEM | ISHARES TR | $318.34万 | 0.43% | 56,055 | -2,056 | -3.5% | -$11.68万 | 减仓 |
| BAC | BANK AMERICA CORP | $316.96万 | 0.43% | 65,018 | 2,461 | 3.9% | $12.00万 | 加仓 |
| WK | WORKIVA INC | $315.76万 | 0.43% | 52,954 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $312.23万 | 0.42% | 15,104 | -1,019 | -6.3% | -$21.06万 | 减仓 |
| INFL | LISTED FDS TR | $305.74万 | 0.41% | 58,728 | 3,770 | 6.9% | $19.63万 | 加仓 |
| IJS | ISHARES TR | $301.08万 | 0.41% | 25,418 | -27,543 | -52.0% | -$326.25万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $297.59万 | 0.40% | 99,230 | 93,163 | 1,535.6% | $279.40万 | 加仓 |
| SCZ | ISHARES TR | $283.40万 | 0.38% | 36,143 | -1,542 | -4.1% | -$12.09万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $282.09万 | 0.38% | 60,352 | 4,257 | 7.6% | $19.90万 | 加仓 |
| GOOGL | ALPHABET INC | $272.54万 | 0.37% | 9,478 | -246 | -2.5% | -$7.07万 | 减仓 |
| KO | COCA COLA CO | $255.97万 | 0.34% | 33,658 | 1,807 | 5.7% | $13.74万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $254.27万 | 0.34% | 29,970 | -15,178 | -33.6% | -$128.77万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $244.82万 | 0.33% | 10,016 | -1,130 | -10.1% | -$27.62万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $232.70万 | 0.31% | 4,856 | 3 | 0.1% | $1,438 | 加仓 |
| LLY | ELI LILLY & CO | $227.13万 | 0.31% | 2,469 | -126 | -4.9% | -$11.59万 | 减仓 |
| — | EXXON MOBIL CORP | $224.04万 | 0.30% | 13,205 | -247 | -1.8% | -$4.19万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $223.84万 | 0.30% | 20,263 | 129 | 0.6% | $1.43万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $223.71万 | 0.30% | 2,245 | 69 | 3.2% | $6.88万 | 加仓 |
| PEP | PEPSICO INC | $223.07万 | 0.30% | 14,365 | -575 | -3.8% | -$8.93万 | 减仓 |
| META | META PLATFORMS INC | $214.56万 | 0.29% | 3,750 | -22 | -0.6% | -$1.26万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $214.27万 | 0.29% | 62,018 | 10,707 | 20.9% | $36.99万 | 加仓 |
| SHV | ISHARES TR | $211.07万 | 0.28% | 19,120 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $209.69万 | 0.28% | 2,960 | -287 | -8.8% | -$20.33万 | 减仓 |
| ARMK | ARAMARK | $208.89万 | 0.28% | 51,528 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $196.11万 | 0.26% | 7,938 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $186.92万 | 0.25% | 19,244 | -203 | -1.0% | -$1.97万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $176.81万 | 0.24% | 12,783 | 69 | 0.5% | $9,544 | 加仓 |
| IWM | ISHARES TR | $170.98万 | 0.23% | 6,894 | -94 | -1.3% | -$2.33万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $169.78万 | 0.23% | 68,596 | 5,700 | 9.1% | $14.11万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $166.64万 | 0.22% | 64,991 | -1,175 | -1.8% | -$3.01万 | 减仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $165.54万 | 0.22% | 30,375 | -83 | -0.3% | -$4,524 | 减仓 |
| ORCL | ORACLE CORP | $161.53万 | 0.22% | 10,980 | -88 | -0.8% | -$1.29万 | 减仓 |
| MRK | MERCK & CO INC | $159.57万 | 0.21% | 13,266 | -851 | -6.0% | -$10.24万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $158.67万 | 0.21% | 63,216 | -22,079 | -25.9% | -$55.42万 | 减仓 |
| DE | DEERE & CO | $156.95万 | 0.21% | 2,786 | -40 | -1.4% | -$2.25万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $155.71万 | 0.21% | 72,658 | -122,727 | -62.8% | -$263.00万 | 减仓 |
| UNM | UNUM GROUP | $145.90万 | 0.20% | 19,978 | -15 | -0.1% | -$1,095 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $141.43万 | 0.19% | 30,901 | -915 | -2.9% | -$4.19万 | 减仓 |
| AVGO | BROADCOM INC | $135.85万 | 0.18% | 4,389 | 707 | 19.2% | $21.88万 | 加仓 |
| AMGN | AMGEN INC | $131.24万 | 0.18% | 3,730 | -166 | -4.3% | -$5.84万 | 减仓 |
| IEMG | ISHARES INC | $129.01万 | 0.17% | 18,496 | -283 | -1.5% | -$1.97万 | 减仓 |
| IWV | ISHARES TR | $125.55万 | 0.17% | 3,387 | -495 | -12.8% | -$18.35万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $125.24万 | 0.17% | 23,738 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $124.35万 | 0.17% | 2,876 | -102 | -3.4% | -$4.41万 | 减仓 |
| HD | HOME DEPOT INC | $123.44万 | 0.17% | 3,753 | 56 | 1.5% | $1.84万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $122.51万 | 0.16% | 9,356 | -28 | -0.3% | -$3,666 | 减仓 |
| LEN | LENNAR CORP | $115.64万 | 0.16% | 13,316 | -68 | -0.5% | -$5,905 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $115.58万 | 0.16% | 3,421 | 143 | 4.4% | $4.83万 | 加仓 |
| MCD | MCDONALDS CORP | $113.77万 | 0.15% | 3,661 | 67 | 1.9% | $2.08万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $111.15万 | 0.15% | 11,130 | 391 | 3.6% | $3.90万 | 加仓 |
| VV | VANGUARD INDEX FDS | $110.01万 | 0.15% | 3,681 | -31 | -0.8% | -$9,264 | 减仓 |
| SUSA | ISHARES TR | $108.86万 | 0.15% | 8,241 | 1 | 0.0% | $132 | 加仓 |
| NEE | NEXTERA ENERGY INC | $108.13万 | 0.15% | 11,642 | 193 | 1.7% | $1.79万 | 加仓 |
| DHR | DANAHER CORPORATION | $107.07万 | 0.14% | 5,647 | -199 | -3.4% | -$3.77万 | 减仓 |
| GLD | SPDR GOLD TR | $100.00万 | 0.13% | 2,324 | 2,324 | — | $100.00万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $98.70万 | 0.13% | 10,576 | -134 | -1.3% | -$1.25万 | 减仓 |
| BPOP | POPULAR INC | $98.09万 | 0.13% | 7,311 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $96.36万 | 0.13% | 14,141 | 8,879 | 168.7% | $60.50万 | 重新持有 |
| FCCO | FIRST CMNTY CORP S C | $96.17万 | 0.13% | 32,900 | -2,862 | -8.0% | -$8.37万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $92.51万 | 0.12% | 3,040 | -35 | -1.1% | -$1.07万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $91.92万 | 0.12% | 23,066 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $91.79万 | 0.12% | 4,344 | -4 | -0.1% | -$845 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $90.29万 | 0.12% | 26,665 | 7,744 | 40.9% | $26.22万 | 加仓 |
| CSCO | CISCO SYS INC | $89.85万 | 0.12% | 11,580 | 499 | 4.5% | $3.87万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $86.98万 | 0.12% | 2,458 | 13 | 0.5% | $4,600 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $85.47万 | 0.12% | 3,526 | -64 | -1.8% | -$1.55万 | 减仓 |
| MET | METLIFE INC | $85.42万 | 0.11% | 12,079 | -21 | -0.2% | -$1,485 | 减仓 |
| WCC | WESCO INTL INC | $84.14万 | 0.11% | 3,075 | -7 | -0.2% | -$1,915 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $83.81万 | 0.11% | 5,802 | -151 | -2.5% | -$2.18万 | 减仓 |
| CVX | CHEVRON CORP NEW | $80.61万 | 0.11% | 3,896 | -205 | -5.0% | -$4.24万 | 减仓 |
| YUM | YUM BRANDS INC | $79.13万 | 0.11% | 5,090 | -23 | -0.4% | -$3,576 | 减仓 |