13F 机构持仓

Abbot Financial Management, Inc.

ANDOVER MA · SEC CIK 0001714341

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.93亿2026Q2
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

AAPL 5.8%
MSFT 5.3%
NVDA 5.1%
GOOGL 4.3%
JPM 3.8%
VUG 3.2%
GLW 2.3%
XLK 2.1%
CSCO 2.0%
BAC 2.0%

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
KMI KINDER MORGAN INC DEL $148.76万0.62%44,366 -341-0.8% -$1.14万 减仓
XLY SELECT SECTOR SPDR TR $150.28万0.63%13,790 -480-3.4% -$5.23万 减仓
AMD ADVANCED MICRO DEVICES INC $154.72万0.65%7,606 1752.4% $3.56万 加仓
CVX CHEVRON CORPORATION $155.05万0.65%7,494 400.5% $8,276 加仓
FDX FEDEX CORP $161.08万0.67%4,523 -60-1.3% -$2.14万 减仓
TXN TEXAS INSTRS INC $164.32万0.69%8,464 -765-8.3% -$14.85万 减仓
PANW PALO ALTO NETWORKS INC $164.54万0.69%10,263 1631.6% $2.61万 加仓
FBND FIDELITY MERRIMACK STR TR $165.41万0.69%36,259 7,02924.0% $32.07万 加仓
AVGO BROADCOM INC $173.11万0.72%5,593 50810.0% $15.72万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $174.38万0.73%38,528 -363-0.9% -$1.64万 减仓
NFLX NETFLIX INC. $181.50万0.76%18,877 5,10537.1% $49.08万 加仓
WMT WALMART INC $194.39万0.81%15,641 -100-0.6% -$1.24万 减仓
XLI SELECT SECTOR SPDR TR $196.21万0.82%12,132 -231-1.9% -$3.74万 减仓
MCD MCDONALDS CORP $200.64万0.84%6,456 00.0% — 不变
RTX RTX CORPORATION $201.60万0.84%10,451 5205.2% $10.03万 加仓
BG BUNGE GLOBAL SA $217.61万0.91%17,107 -199-1.1% -$2.53万 减仓
IWM ISHARES TR $231.12万0.97%9,319 -160-1.7% -$3.97万 减仓
EMR EMERSON ELEC CO $231.91万0.97%17,700 -235-1.3% -$3.08万 减仓
GDX VANECK ETF TRUST $233.55万0.98%25,450 -250-1.0% -$2.29万 减仓
PH PARKER-HANNIFIN CORP $247.45万1.03%2,764 20.1% $1,791 加仓
PG PROCTER & GAMBLE CO $263.49万1.10%18,242 00.0% — 不变
VO VANGUARD INDEX FDS $263.98万1.10%9,192 -50-0.5% -$1.44万 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $269.13万1.12%54,031 1,9883.8% $9.90万 加仓
NVS NOVARTIS AG $273.51万1.14%17,906 -251-1.4% -$3.83万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $274.82万1.15%43,845 700.2% $4,388 加仓
HD HOME DEPOT INC $279.11万1.17%8,486 2463.0% $8.09万 加仓
MS MORGAN STANLEY $284.29万1.19%17,275 -150-0.9% -$2.47万 减仓
ABBV ABBVIE INC $315.45万1.32%14,504 -92-0.6% -$2.00万 减仓
AMZN AMAZON COM INC $360.74万1.51%17,321 5813.5% $12.10万 加仓
JNJ JOHNSON & JOHNSON $364.83万1.52%14,925 290.2% $7,089 加仓
BX BLACKSTONE INC $367.24万1.53%31,936 1,6705.5% $19.20万 加仓
XLF SELECT SECTOR SPDR TR $391.51万1.64%79,302 1,0771.4% $5.32万 加仓
LMT LOCKHEED MARTIN CORP $395.25万1.65%6,540 -38-0.6% -$2.30万 减仓
MRK MERCK & CO INC $445.93万1.86%37,071 -696-1.8% -$8.37万 减仓
VIG VANGUARD SPECIALIZED FUNDS $463.85万1.94%21,569 420.2% $9,032 加仓
BAC BANK AMERICA CORP $473.28万1.98%97,083 -291-0.3% -$1.42万 减仓
CSCO CISCO SYS INC $480.60万2.01%61,940 -366-0.6% -$2.84万 减仓
XLK SELECT SECTOR SPDR TR $510.67万2.13%38,425 -775-2.0% -$10.30万 减仓
GLW CORNING INC $556.66万2.33%40,940 -315-0.8% -$4.28万 减仓
VUG VANGUARD INDEX FDS $755.51万3.16%17,297 -44-0.3% -$1.92万 减仓
JPM JPMORGAN CHASE & CO $904.55万3.78%30,750 -134-0.4% -$3.94万 减仓
GOOGL ALPHABET INC $1,017.80万4.25%35,394 -443-1.2% -$12.74万 减仓
NVDA NVIDIA CORPORATION $1,217.38万5.08%69,804 -470-0.7% -$8.20万 减仓
MSFT MICROSOFT CORP $1,272.26万5.31%34,370 8702.6% $32.20万 加仓
AAPL APPLE INC $1,398.61万5.84%55,109 -353-0.6% -$8.96万 减仓