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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,398.61万 | 5.84% | 55,109 | -353 | -0.6% | -$8.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,272.26万 | 5.31% | 34,370 | 870 | 2.6% | $32.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,217.38万 | 5.08% | 69,804 | -470 | -0.7% | -$8.20万 | 减仓 |
| GOOGL | ALPHABET INC | $1,017.80万 | 4.25% | 35,394 | -443 | -1.2% | -$12.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $904.55万 | 3.78% | 30,750 | -134 | -0.4% | -$3.94万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $755.51万 | 3.16% | 17,297 | -44 | -0.3% | -$1.92万 | 减仓 |
| GLW | CORNING INC | $556.66万 | 2.33% | 40,940 | -315 | -0.8% | -$4.28万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $510.67万 | 2.13% | 38,425 | -775 | -2.0% | -$10.30万 | 减仓 |
| CSCO | CISCO SYS INC | $480.60万 | 2.01% | 61,940 | -366 | -0.6% | -$2.84万 | 减仓 |
| BAC | BANK AMERICA CORP | $473.28万 | 1.98% | 97,083 | -291 | -0.3% | -$1.42万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $463.85万 | 1.94% | 21,569 | 42 | 0.2% | $9,032 | 加仓 |
| MRK | MERCK & CO INC | $445.93万 | 1.86% | 37,071 | -696 | -1.8% | -$8.37万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $395.25万 | 1.65% | 6,540 | -38 | -0.6% | -$2.30万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $391.51万 | 1.64% | 79,302 | 1,077 | 1.4% | $5.32万 | 加仓 |
| BX | BLACKSTONE INC | $367.24万 | 1.53% | 31,936 | 1,670 | 5.5% | $19.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $364.83万 | 1.52% | 14,925 | 29 | 0.2% | $7,089 | 加仓 |
| AMZN | AMAZON COM INC | $360.74万 | 1.51% | 17,321 | 581 | 3.5% | $12.10万 | 加仓 |
| ABBV | ABBVIE INC | $315.45万 | 1.32% | 14,504 | -92 | -0.6% | -$2.00万 | 减仓 |
| MS | MORGAN STANLEY | $284.29万 | 1.19% | 17,275 | -150 | -0.9% | -$2.47万 | 减仓 |
| HD | HOME DEPOT INC | $279.11万 | 1.17% | 8,486 | 246 | 3.0% | $8.09万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $274.82万 | 1.15% | 43,845 | 70 | 0.2% | $4,388 | 加仓 |
| NVS | NOVARTIS AG | $273.51万 | 1.14% | 17,906 | -251 | -1.4% | -$3.83万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $269.13万 | 1.12% | 54,031 | 1,988 | 3.8% | $9.90万 | 加仓 |
| VO | VANGUARD INDEX FDS | $263.98万 | 1.10% | 9,192 | -50 | -0.5% | -$1.44万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $263.49万 | 1.10% | 18,242 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $247.45万 | 1.03% | 2,764 | 2 | 0.1% | $1,791 | 加仓 |
| GDX | VANECK ETF TRUST | $233.55万 | 0.98% | 25,450 | -250 | -1.0% | -$2.29万 | 减仓 |
| EMR | EMERSON ELEC CO | $231.91万 | 0.97% | 17,700 | -235 | -1.3% | -$3.08万 | 减仓 |
| IWM | ISHARES TR | $231.12万 | 0.97% | 9,319 | -160 | -1.7% | -$3.97万 | 减仓 |
| BG | BUNGE GLOBAL SA | $217.61万 | 0.91% | 17,107 | -199 | -1.1% | -$2.53万 | 减仓 |
| RTX | RTX CORPORATION | $201.60万 | 0.84% | 10,451 | 520 | 5.2% | $10.03万 | 加仓 |
| MCD | MCDONALDS CORP | $200.64万 | 0.84% | 6,456 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $196.21万 | 0.82% | 12,132 | -231 | -1.9% | -$3.74万 | 减仓 |
| WMT | WALMART INC | $194.39万 | 0.81% | 15,641 | -100 | -0.6% | -$1.24万 | 减仓 |
| NFLX | NETFLIX INC. | $181.50万 | 0.76% | 18,877 | 5,105 | 37.1% | $49.08万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $174.38万 | 0.73% | 38,528 | -363 | -0.9% | -$1.64万 | 减仓 |
| AVGO | BROADCOM INC | $173.11万 | 0.72% | 5,593 | 508 | 10.0% | $15.72万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $165.41万 | 0.69% | 36,259 | 7,029 | 24.0% | $32.07万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $164.54万 | 0.69% | 10,263 | 163 | 1.6% | $2.61万 | 加仓 |
| TXN | TEXAS INSTRS INC | $164.32万 | 0.69% | 8,464 | -765 | -8.3% | -$14.85万 | 减仓 |
| FDX | FEDEX CORP | $161.08万 | 0.67% | 4,523 | -60 | -1.3% | -$2.14万 | 减仓 |
| CVX | CHEVRON CORPORATION | $155.05万 | 0.65% | 7,494 | 40 | 0.5% | $8,276 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $154.72万 | 0.65% | 7,606 | 175 | 2.4% | $3.56万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $150.28万 | 0.63% | 13,790 | -480 | -3.4% | -$5.23万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $148.76万 | 0.62% | 44,366 | -341 | -0.8% | -$1.14万 | 减仓 |
| SHOP | SHOPIFY INC | $148.14万 | 0.62% | 12,489 | 1,758 | 16.4% | $20.85万 | 加仓 |
| AFL | AFLAC INC | $147.94万 | 0.62% | 13,485 | -200 | -1.5% | -$2.19万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $146.11万 | 0.61% | 1,466 | 25 | 1.7% | $2.49万 | 加仓 |
| — | NVIDIA CORPORATION 看跌期权 | $145.53万 | 0.61% | 3,000 | 3,000 | — | $145.53万 | 新建仓 |
| PEP | PEPSICO INC | $141.20万 | 0.59% | 9,093 | 26 | 0.3% | $4,037 | 加仓 |
| CB | CHUBB LTD SWITZ | $137.37万 | 0.57% | 4,215 | 91 | 2.2% | $2.97万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $132.31万 | 0.55% | 17,583 | 2,083 | 13.4% | $15.67万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $130.56万 | 0.55% | 8,905 | 40 | 0.5% | $5,864 | 加仓 |
| STT | STATE STR CORP | $129.22万 | 0.54% | 10,210 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $125.20万 | 0.52% | 4,597 | -15 | -0.3% | -$4,085 | 减仓 |
| IRM | IRON MTN INC DEL | $121.31万 | 0.51% | 11,877 | 0 | 0.0% | — | 不变 |
| — | NVIDIA CORPORATION 看跌期权 | $121.27万 | 0.51% | 2,500 | 2,500 | — | $121.27万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $119.48万 | 0.50% | 691 | -2 | -0.3% | -$3,458 | 减仓 |
| LNG | CHENIERE ENERGY INC | $119.15万 | 0.50% | 4,199 | 3 | 0.1% | $851 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $116.72万 | 0.49% | 2,407 | 901 | 59.8% | $43.69万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $113.17万 | 0.47% | 22,648 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $109.34万 | 0.46% | 5,573 | -167 | -2.9% | -$3.28万 | 减仓 |
| — | EXXON MOBIL CORP | $108.85万 | 0.45% | 6,416 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $107.25万 | 0.45% | 5,588 | 171 | 3.2% | $3.28万 | 加仓 |
| NKE | NIKE INC | $106.98万 | 0.45% | 20,253 | -3,007 | -12.9% | -$15.88万 | 减仓 |
| META | META PLATFORMS INC | $106.08万 | 0.44% | 1,854 | 59 | 3.3% | $3.38万 | 加仓 |
| NTRA | NATERA INC | $102.85万 | 0.43% | 5,143 | -15 | -0.3% | -$3,000 | 减仓 |
| EMXC | ISHARES INC | $102.42万 | 0.43% | 13,020 | 13,020 | — | $102.42万 | 新建仓 |
| PWR | QUANTA SVCS INC | $101.75万 | 0.42% | 1,853 | -2 | -0.1% | -$1,098 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $100.01万 | 0.42% | 18,014 | 4,403 | 32.3% | $24.45万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $99.18万 | 0.41% | 8,946 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $98.89万 | 0.41% | 21,550 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $98.38万 | 0.41% | 12,425 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $95.17万 | 0.40% | 16,519 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $94.72万 | 0.40% | 5,600 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $94.35万 | 0.39% | 1,115 | 189 | 20.4% | $15.99万 | 加仓 |
| CSX | CSX CORP | $92.74万 | 0.39% | 22,592 | -200 | -0.9% | -$8,210 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $91.84万 | 0.38% | 102,442 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $84.23万 | 0.35% | 9,950 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $84.17万 | 0.35% | 2,156 | 63 | 3.0% | $2.46万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $83.37万 | 0.35% | 13,011 | 1,100 | 9.2% | $7.05万 | 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 |
| KMB | KIMBERLY-CLARK CORP | $77.18万 | 0.32% | 8,000 | 32 | 0.4% | $3,087 | 加仓 |
| QQQ | INVESCO QQQ TR | $75.67万 | 0.32% | 1,311 | -25 | -1.9% | -$1.44万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $72.60万 | 0.30% | 14,462 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $71.90万 | 0.30% | 1,515 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $71.49万 | 0.30% | 5,416 | -97 | -1.8% | -$1.28万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $70.90万 | 0.30% | 3,264 | 1 | 0.0% | $217 | 加仓 |
| AEVA | AEVA TECHNOLOGIES INC | $69.55万 | 0.29% | 52,850 | 250 | 0.5% | $3,290 | 加仓 |
| MMM | 3M CO | $67.88万 | 0.28% | 4,674 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $67.74万 | 0.28% | 23,366 | 8 | 0.0% | $232 | 加仓 |
| ABT | ABBOTT LABORATORIES | $67.38万 | 0.28% | 6,563 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $67.30万 | 0.28% | 950 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $65.95万 | 0.28% | 1,774 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $63.81万 | 0.27% | 20,800 | 20,800 | — | $63.81万 | 新建仓 |
| BA | BOEING CO | $63.51万 | 0.27% | 3,191 | -150 | -4.5% | -$2.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.10万 | 0.26% | 1,296 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $61.95万 | 0.26% | 3,319 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $57.73万 | 0.24% | 3,419 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $56.82万 | 0.24% | 5,100 | 0 | 0.0% | — | 不变 |