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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | $53.43万 | 0.22% | 8,810 | 300 | 3.5% | $1.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $52.87万 | 0.22% | 1,648 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.16万 | 0.21% | 1,761 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $45.33万 | 0.19% | 1,200 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $44.87万 | 0.19% | 11,000 | -2,650 | -19.4% | -$10.81万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $43.92万 | 0.18% | 1,300 | 400 | 44.4% | $13.51万 | 加仓 |
| — | MICROSOFT CORP 看涨期权 | $42.73万 | 0.18% | 1,300 | 1,300 | — | $42.73万 | 新建仓 |
| FESM | FIDELITY COVINGTON TRUST | $41.23万 | 0.17% | 10,850 | 2,550 | 30.7% | $9.69万 | 加仓 |
| — | ALPHABET INC 看跌期权 | $40.70万 | 0.17% | 3,000 | 3,000 | — | $40.70万 | 新建仓 |
| SAFT | SAFETY INS GROUP INC | $40.04万 | 0.17% | 5,512 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $39.65万 | 0.17% | 4,050 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $38.46万 | 0.16% | 4,000 | 4,000 | — | $38.46万 | 新建仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $38.32万 | 0.16% | 15,470 | -130 | -0.8% | -$3,220 | 减仓 |
| GOOG | ALPHABET INC | $38.21万 | 0.16% | 1,332 | 35 | 2.7% | $1.00万 | 加仓 |
| MDT | MEDTRONIC PLC | $37.57万 | 0.16% | 4,336 | 42 | 1.0% | $3,639 | 加仓 |
| VOX | VANGUARD WORLD FD | $37.32万 | 0.16% | 2,075 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $37.14万 | 0.16% | 871 | -18 | -2.0% | -$7,675 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.11万 | 0.15% | 1,531 | 100 | 7.0% | $2.42万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $36.66万 | 0.15% | 2,003 | 3 | 0.1% | $549 | 加仓 |
| SLB | SLB LIMITED | $35.25万 | 0.15% | 6,860 | -2,500 | -26.7% | -$12.85万 | 减仓 |
| — | PENNANTPARK INVT CORP | $31.58万 | 0.13% | 70,328 | -2,993 | -4.1% | -$1.34万 | 减仓 |
| SBUX | STARBUCKS CORP | $30.04万 | 0.13% | 3,353 | 69 | 2.1% | $6,182 | 加仓 |
| GE | GE AEROSPACE | $28.32万 | 0.12% | 998 | -30 | -2.9% | -$8,513 | 减仓 |
| GLD | SPDR GOLD TR | $28.18万 | 0.12% | 655 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $26.97万 | 0.11% | 5,866 | 5,866 | — | $26.97万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.60万 | 0.11% | 1,750 | 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 |
| IGV | ISHARES TR | $24.22万 | 0.10% | 3,025 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $24.04万 | 0.10% | 368 | 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 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.57万 | 0.10% | 2,860 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $21.91万 | 0.09% | 251 | 251 | — | $21.91万 | 新建仓 |
| ADSK | AUTODESK INC | $21.19万 | 0.09% | 885 | 0 | 0.0% | — | 不变 |
| — | ALPHABET INC 看跌期权 | $20.35万 | 0.08% | 1,500 | 1,500 | — | $20.35万 | 新建仓 |
| MTB | M & T BK CORP | $20.16万 | 0.08% | 975 | 975 | — | $20.16万 | 新建仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $19.05万 | 0.08% | 13,844 | 17 | 0.1% | $234 | 加仓 |
| CXM | SPRINKLR INC | $14.04万 | 0.06% | 23,393 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $3.61万 | 0.02% | 16,025 | 250 | 1.6% | $562 | 加仓 |
| 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 |