Abbot Financial Management, Inc.
ANDOVER MA · SEC CIK 0001714341
$2.39亿2026Q1 申报市值
138持仓数
35.9%前十大占比 · 第一大 5.8%
12 / 5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
EMXC 新建仓+$102.42万
SCHD 新建仓+$63.81万
NFLX 加仓+$49.08万
SPOT 加仓+$43.69万
MSFT 加仓+$32.20万
2026Q1 卖出最多 按季末市值估算
PEN 清仓-$98.31万
DIS 清仓-$71.82万
ADBE 清仓-$65.17万
PFE 清仓-$48.43万
NOW 清仓-$34.08万
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 |
|---|---|---|---|---|---|---|---|---|
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -3,162 | -100.0% | -$98.31万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -6,312 | -100.0% | -$71.82万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,862 | -100.0% | -$65.17万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -19,450 | -100.0% | -$48.43万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,225 | -100.0% | -$34.08万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KOPN | KOPIN CORP | $3.61万 | 0.02% | 16,025 | 250 | 1.6% | $562 | 加仓 |
| CXM | SPRINKLR INC | $14.04万 | 0.06% | 23,393 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $19.05万 | 0.08% | 13,844 | 17 | 0.1% | $234 | 加仓 |
| MTB | M & T BK CORP | $20.16万 | 0.08% | 975 | 975 | — | $20.16万 | 新建仓 |
| — | ALPHABET INC 看跌期权 | $20.35万 | 0.08% | 1,500 | 1,500 | — | $20.35万 | 新建仓 |
| ADSK | AUTODESK INC | $21.19万 | 0.09% | 885 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $21.91万 | 0.09% | 251 | 251 | — | $21.91万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.57万 | 0.10% | 2,860 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $23.98万 | 0.10% | 2,977 | -2,422 | -44.9% | -$19.51万 | 重新持有 |
| IVV | ISHARES TR | $24.04万 | 0.10% | 368 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $24.22万 | 0.10% | 3,025 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $25.23万 | 0.11% | 4,118 | 4,118 | — | $25.23万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.60万 | 0.11% | 1,750 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $26.97万 | 0.11% | 5,866 | 5,866 | — | $26.97万 | 新建仓 |
| GLD | SPDR GOLD TR | $28.18万 | 0.12% | 655 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $28.32万 | 0.12% | 998 | -30 | -2.9% | -$8,513 | 减仓 |
| SBUX | STARBUCKS CORP | $30.04万 | 0.13% | 3,353 | 69 | 2.1% | $6,182 | 加仓 |
| — | PENNANTPARK INVT CORP | $31.58万 | 0.13% | 70,328 | -2,993 | -4.1% | -$1.34万 | 减仓 |
| SLB | SLB LIMITED | $35.25万 | 0.15% | 6,860 | -2,500 | -26.7% | -$12.85万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $36.66万 | 0.15% | 2,003 | 3 | 0.1% | $549 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.11万 | 0.15% | 1,531 | 100 | 7.0% | $2.42万 | 加仓 |
| IWF | ISHARES TR | $37.14万 | 0.16% | 871 | -18 | -2.0% | -$7,675 | 减仓 |
| VOX | VANGUARD WORLD FD | $37.32万 | 0.16% | 2,075 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $37.57万 | 0.16% | 4,336 | 42 | 1.0% | $3,639 | 加仓 |
| GOOG | ALPHABET INC | $38.21万 | 0.16% | 1,332 | 35 | 2.7% | $1.00万 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $38.32万 | 0.16% | 15,470 | -130 | -0.8% | -$3,220 | 减仓 |
| NFLX | NETFLIX INC. 看涨期权 | $38.46万 | 0.16% | 4,000 | 4,000 | — | $38.46万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $39.65万 | 0.17% | 4,050 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $40.04万 | 0.17% | 5,512 | 0 | 0.0% | — | 不变 |
| — | ALPHABET INC 看跌期权 | $40.70万 | 0.17% | 3,000 | 3,000 | — | $40.70万 | 新建仓 |
| FESM | FIDELITY COVINGTON TRUST | $41.23万 | 0.17% | 10,850 | 2,550 | 30.7% | $9.69万 | 加仓 |
| — | MICROSOFT CORP 看涨期权 | $42.73万 | 0.18% | 1,300 | 1,300 | — | $42.73万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $43.92万 | 0.18% | 1,300 | 400 | 44.4% | $13.51万 | 加仓 |
| B | BARRICK MNG CORP | $44.87万 | 0.19% | 11,000 | -2,650 | -19.4% | -$10.81万 | 减仓 |
| CHE | CHEMED CORP NEW | $45.33万 | 0.19% | 1,200 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.16万 | 0.21% | 1,761 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $52.87万 | 0.22% | 1,648 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $53.43万 | 0.22% | 8,810 | 300 | 3.5% | $1.82万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $56.82万 | 0.24% | 5,100 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $57.73万 | 0.24% | 3,419 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $61.95万 | 0.26% | 3,319 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.10万 | 0.26% | 1,296 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $63.51万 | 0.27% | 3,191 | -150 | -4.5% | -$2.99万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $63.81万 | 0.27% | 20,800 | 20,800 | — | $63.81万 | 新建仓 |
| TSLA | TESLA INC | $65.95万 | 0.28% | 1,774 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $67.30万 | 0.28% | 950 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $67.38万 | 0.28% | 6,563 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $67.74万 | 0.28% | 23,366 | 8 | 0.0% | $232 | 加仓 |
| MMM | 3M CO | $67.88万 | 0.28% | 4,674 | 0 | 0.0% | — | 不变 |
| AEVA | AEVA TECHNOLOGIES INC | $69.55万 | 0.29% | 52,850 | 250 | 0.5% | $3,290 | 加仓 |
| VBR | VANGUARD INDEX FDS | $70.90万 | 0.30% | 3,264 | 1 | 0.0% | $217 | 加仓 |
| COP | CONOCOPHILLIPS | $71.49万 | 0.30% | 5,416 | -97 | -1.8% | -$1.28万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $71.90万 | 0.30% | 1,515 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $72.60万 | 0.30% | 14,462 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $75.67万 | 0.32% | 1,311 | -25 | -1.9% | -$1.44万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $77.18万 | 0.32% | 8,000 | 32 | 0.4% | $3,087 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $81.64万 | 0.34% | 1,255 | -80 | -6.0% | -$5.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $83.37万 | 0.35% | 13,011 | 1,100 | 9.2% | $7.05万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $84.17万 | 0.35% | 2,156 | 63 | 3.0% | $2.46万 | 加仓 |
| GGG | GRACO INC | $84.23万 | 0.35% | 9,950 | 0 | 0.0% | — | 不变 |
| FTMA | PUTNAM ETF TRUST | $91.84万 | 0.38% | 102,442 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $92.74万 | 0.39% | 22,592 | -200 | -0.9% | -$8,210 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $94.35万 | 0.39% | 1,115 | 189 | 20.4% | $15.99万 | 加仓 |
| CTAS | CINTAS CORP | $94.72万 | 0.40% | 5,600 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $95.17万 | 0.40% | 16,519 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $98.38万 | 0.41% | 12,425 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $98.89万 | 0.41% | 21,550 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $99.18万 | 0.41% | 8,946 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $100.01万 | 0.42% | 18,014 | 4,403 | 32.3% | $24.45万 | 加仓 |
| PWR | QUANTA SVCS INC | $101.75万 | 0.42% | 1,853 | -2 | -0.1% | -$1,098 | 减仓 |
| EMXC | ISHARES INC | $102.42万 | 0.43% | 13,020 | 13,020 | — | $102.42万 | 新建仓 |
| NTRA | NATERA INC | $102.85万 | 0.43% | 5,143 | -15 | -0.3% | -$3,000 | 减仓 |
| META | META PLATFORMS INC | $106.08万 | 0.44% | 1,854 | 59 | 3.3% | $3.38万 | 加仓 |
| NKE | NIKE INC | $106.98万 | 0.45% | 20,253 | -3,007 | -12.9% | -$15.88万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $107.25万 | 0.45% | 5,588 | 171 | 3.2% | $3.28万 | 加仓 |
| — | EXXON MOBIL CORP | $108.85万 | 0.45% | 6,416 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $109.34万 | 0.46% | 5,573 | -167 | -2.9% | -$3.28万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $113.17万 | 0.47% | 22,648 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $116.72万 | 0.49% | 2,407 | 901 | 59.8% | $43.69万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $119.15万 | 0.50% | 4,199 | 3 | 0.1% | $851 | 加仓 |
| MELI | MERCADOLIBRE INC | $119.48万 | 0.50% | 691 | -2 | -0.3% | -$3,458 | 减仓 |
| — | NVIDIA CORPORATION 看跌期权 | $121.27万 | 0.51% | 2,500 | 2,500 | — | $121.27万 | 新建仓 |
| IRM | IRON MTN INC DEL | $121.31万 | 0.51% | 11,877 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $125.20万 | 0.52% | 4,597 | -15 | -0.3% | -$4,085 | 减仓 |
| STT | STATE STR CORP | $129.22万 | 0.54% | 10,210 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $130.56万 | 0.55% | 8,905 | 40 | 0.5% | $5,864 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $132.31万 | 0.55% | 17,583 | 2,083 | 13.4% | $15.67万 | 加仓 |
| CB | CHUBB LTD SWITZ | $137.37万 | 0.57% | 4,215 | 91 | 2.2% | $2.97万 | 加仓 |
| PEP | PEPSICO INC | $141.20万 | 0.59% | 9,093 | 26 | 0.3% | $4,037 | 加仓 |
| — | NVIDIA CORPORATION 看跌期权 | $145.53万 | 0.61% | 3,000 | 3,000 | — | $145.53万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $146.11万 | 0.61% | 1,466 | 25 | 1.7% | $2.49万 | 加仓 |
| AFL | AFLAC INC | $147.94万 | 0.62% | 13,485 | -200 | -1.5% | -$2.19万 | 减仓 |
| SHOP | SHOPIFY INC | $148.14万 | 0.62% | 12,489 | 1,758 | 16.4% | $20.85万 | 加仓 |