Abbot Financial Management, Inc.
ANDOVER MA · SEC CIK 0001714341
$2.93亿2026Q2 申报市值
141持仓数
38.1%前十大占比 · 第一大 5.5%
7 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CIBR 加仓+$62.70万
EMXC 加仓+$61.71万
META 加仓+$55.82万
RKLB 新建仓+$48.13万
FDXF 新建仓+$33.99万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$75.03万
AMD 减仓-$72.96万
B 清仓-$44.87万
AEVA 减仓-$37.26万
CRWD 减仓-$30.98万
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 |
|---|---|---|---|---|---|---|---|---|
| — | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$121.27万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -11,000 | -100.0% | -$44.87万 | 清仓 |
| NFLX | NETFLIX INC. 看涨期权 | $0 | 0.00% | 0 | -4,000 | -100.0% | -$38.46万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -2,977 | -100.0% | -$23.98万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -885 | -100.0% | -$21.19万 | 清仓 |
| — | ALPHABET INC 看跌期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$20.35万 | 清仓 |
| KOPN | KOPIN CORP | $6.73万 | 0.02% | 15,025 | -1,000 | -6.2% | -$4,480 | 减仓 |
| CXM | SPRINKLR INC | $12.07万 | 0.04% | 23,393 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $19.00万 | 0.06% | 13,861 | 17 | 0.1% | $233 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.42万 | 0.07% | 1,750 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $21.87万 | 0.07% | 4,118 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $22.42万 | 0.08% | 400 | 400 | — | $22.42万 | 新建仓 |
| MTB | M & T BK CORP | $23.21万 | 0.08% | 975 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $23.78万 | 0.08% | 2,625 | -400 | -13.2% | -$3.62万 | 减仓 |
| GLD | SPDR GOLD TR | $24.13万 | 0.08% | 655 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP | $24.41万 | 0.08% | 70,337 | 9 | 0.0% | $31 | 加仓 |
| SPYD | SPDR SERIES TRUST | $24.57万 | 0.08% | 5,150 | 5,150 | — | $24.57万 | 新建仓 |
| LLY | ELI LILLY & CO | $24.95万 | 0.09% | 208 | 0 | 0.0% | — | 重新持有 |
| C | CITIGROUP INC | $25.00万 | 0.09% | 1,786 | 1,786 | — | $25.00万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $25.32万 | 0.09% | 2,860 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $25.67万 | 0.09% | 2,471 | 2,471 | — | $25.67万 | 新建仓 |
| IVV | ISHARES TR | $27.56万 | 0.09% | 368 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $28.90万 | 0.10% | 695 | 0 | 0.0% | — | 重新持有 |
| GEV | GE VERNOVA INC | $29.49万 | 0.10% | 251 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $31.43万 | 0.11% | 6,308 | 442 | 7.5% | $2.20万 | 加仓 |
| SLB | SLB LIMITED | $31.89万 | 0.11% | 6,860 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $33.99万 | 0.12% | 2,251 | 2,251 | — | $33.99万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $34.09万 | 0.12% | 2,065 | 62 | 3.1% | $1.02万 | 加仓 |
| SBUX | STARBUCKS CORP | $34.26万 | 0.12% | 3,353 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $34.56万 | 0.12% | 4,418 | 82 | 1.9% | $6,415 | 加仓 |
| GE | GE AEROSPACE | $37.30万 | 0.13% | 998 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $38.17万 | 0.13% | 2,075 | 0 | 0.0% | — | 不变 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $39.43万 | 0.13% | 15,470 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $40.00万 | 0.14% | 5,344 | -168 | -3.0% | -$1.26万 | 减仓 |
| IWF | ISHARES TR | $40.88万 | 0.14% | 3,292 | -192 | -5.5% | -$2.38万 | 减仓 |
| — | MICROSOFT CORP 看涨期权 | $42.73万 | 0.15% | 1,300 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $47.06万 | 0.16% | 1,332 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.22万 | 0.16% | 1,679 | 148 | 9.7% | $4.16万 | 加仓 |
| — | ALPHABET INC 看跌期权 | $47.48万 | 0.16% | 3,500 | 500 | 16.7% | $6.78万 | 加仓 |
| RKLB | ROCKET LAB CORP | $48.13万 | 0.16% | 4,735 | 4,735 | — | $48.13万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $48.19万 | 0.16% | 4,050 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $48.34万 | 0.17% | 23,355 | -11 | -0.0% | -$228 | 减仓 |
| CRM | SALESFORCE INC | $50.35万 | 0.17% | 3,214 | -105 | -3.2% | -$1.64万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $52.09万 | 0.18% | 9,041 | 231 | 2.6% | $1.33万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $54.15万 | 0.18% | 1,847 | 86 | 4.9% | $2.52万 | 加仓 |
| CHE | CHEMED CORP NEW | $55.89万 | 0.19% | 1,200 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $56.33万 | 0.19% | 5,418 | 2 | 0.0% | $208 | 加仓 |
| ABT | ABBOTT LABORATORIES | $57.28万 | 0.20% | 6,313 | -250 | -3.8% | -$2.27万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $60.34万 | 0.21% | 5,100 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $61.17万 | 0.21% | 1,653 | 5 | 0.3% | $1,850 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $62.66万 | 0.21% | 14,799 | 337 | 2.3% | $1.43万 | 加仓 |
| IBB | ISHARES TR | $64.36万 | 0.22% | 3,384 | -35 | -1.0% | -$6,657 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $64.85万 | 0.22% | 1,296 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $65.96万 | 0.23% | 20,800 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $66.30万 | 0.23% | 1,515 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $69.08万 | 0.24% | 3,191 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $72.19万 | 0.25% | 14,950 | 4,100 | 37.8% | $19.80万 | 加仓 |
| TSLA | TESLA INC | $74.61万 | 0.25% | 1,774 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $75.03万 | 0.26% | 650 | -650 | -50.0% | -$75.03万 | 减仓 |
| GGG | GRACO INC | $75.23万 | 0.26% | 9,950 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $75.58万 | 0.26% | 18,413 | -1,840 | -9.1% | -$7.55万 | 减仓 |
| MMM | 3M CO | $75.68万 | 0.26% | 4,674 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $80.53万 | 0.28% | 3,314 | 50 | 1.5% | $1.21万 | 加仓 |
| IXC | ISHARES TR | $81.22万 | 0.28% | 16,532 | 13 | 0.1% | $639 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $85.82万 | 0.29% | 7,818 | -182 | -2.3% | -$2.00万 | 减仓 |
| — | EXXON MOBIL CORP | $87.72万 | 0.30% | 6,416 | 0 | 0.0% | — | 不变 |
| FTMA | PUTNAM ETF TRUST | $91.09万 | 0.31% | 99,828 | -2,614 | -2.6% | -$2.39万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $93.71万 | 0.32% | 8,748 | -198 | -2.2% | -$2.12万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $94.66万 | 0.32% | 13,286 | 275 | 2.1% | $1.96万 | 加仓 |
| QQQ | INVESCO QQQ TR | $94.70万 | 0.32% | 1,286 | -25 | -1.9% | -$1.84万 | 减仓 |
| CTAS | CINTAS CORP | $95.24万 | 0.33% | 5,600 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $97.71万 | 0.33% | 21,550 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $100.47万 | 0.34% | 1,345 | 90 | 7.2% | $6.72万 | 加仓 |
| CAT | CATERPILLAR INC | $101.17万 | 0.35% | 950 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $107.38万 | 0.37% | 22,592 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $109.60万 | 0.37% | 12,225 | -200 | -1.6% | -$1.79万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $111.38万 | 0.38% | 18,123 | 109 | 0.6% | $6,699 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $111.38万 | 0.38% | 2,426 | 19 | 0.8% | $8,723 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $113.61万 | 0.39% | 5,340 | -248 | -4.4% | -$5.28万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $114.36万 | 0.39% | 1,131 | 16 | 1.4% | $1.62万 | 加仓 |
| AEVA | AEVA TECHNOLOGIES INC | $114.52万 | 0.39% | 39,875 | -12,975 | -24.6% | -$37.26万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $114.61万 | 0.39% | 22,548 | -100 | -0.4% | -$5,083 | 减仓 |
| LNG | CHENIERE ENERGY INC | $119.11万 | 0.41% | 4,983 | 784 | 18.7% | $18.74万 | 加仓 |
| PEP | PEPSICO INC | $122.26万 | 0.42% | 9,030 | -63 | -0.7% | -$8,530 | 减仓 |
| CVX | CHEVRON CORPORATION | $123.31万 | 0.42% | 7,439 | -55 | -0.7% | -$9,117 | 减仓 |
| VTV | VANGUARD INDEX FDS | $127.31万 | 0.43% | 5,842 | 269 | 4.8% | $5.86万 | 加仓 |
| PWR | QUANTA SVCS INC | $131.64万 | 0.45% | 1,828 | -25 | -1.3% | -$1.80万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $132.58万 | 0.45% | 17,789 | 206 | 1.2% | $1.54万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $133.55万 | 0.46% | 1,750 | -406 | -18.8% | -$30.98万 | 减仓 |
| NFLX | NETFLIX INC. | $136.35万 | 0.47% | 19,097 | 220 | 1.2% | $1.57万 | 加仓 |
| VHT | VANGUARD WORLD FD | $136.46万 | 0.47% | 4,564 | -33 | -0.7% | -$9,867 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $136.70万 | 0.47% | 1,461 | -5 | -0.3% | -$4,678 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $140.64万 | 0.48% | 43,992 | -374 | -0.8% | -$1.20万 | 减仓 |
| FDX | FEDEX CORP | $141.14万 | 0.48% | 4,508 | -15 | -0.3% | -$4,696 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $141.29万 | 0.48% | 8,905 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $144.20万 | 0.49% | 4,232 | 17 | 0.4% | $5,793 | 加仓 |
| MELI | MERCADOLIBRE INC | $148.01万 | 0.51% | 872 | 181 | 26.2% | $30.72万 | 加仓 |
| IRM | IRON MTN INC DEL | $150.01万 | 0.51% | 11,877 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $151.33万 | 0.52% | 13,254 | 765 | 6.1% | $8.73万 | 加仓 |
| NTRA | NATERA INC | $153.72万 | 0.53% | 5,663 | 520 | 10.1% | $14.12万 | 加仓 |