Abundance Wealth Counselors
STATE COLLEGE PA · SEC CIK 0001767080
$6.97亿2026Q1 申报市值
246持仓数
56.8%前十大占比 · 第一大 20.3%
83 / 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
PCT 加仓+$3,489.15万
IVV 加仓+$1,666.84万
TBG 加仓+$341.09万
AAPL 加仓+$235.13万
BCI 加仓+$234.83万
2026Q1 卖出最多 按季末市值估算
BEPC 减仓-$202.34万
GILD 减仓-$194.45万
TFC 重新持有-$189.75万
JNJ 减仓-$177.07万
META 减仓-$108.53万
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 |
|---|---|---|---|---|---|---|---|---|
| — | HOLOGIC INC | $0 | 0.00% | 0 | -12,096 | -100.0% | -$90.10万 | 清仓 |
| — | GRANITE PT MTG TR INC | $0 | 0.00% | 0 | -191,011 | -100.0% | -$45.84万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,333 | -100.0% | -$24.26万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -400 | -100.0% | -$23.23万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | STRIVE INC | $0 | 0.00% | 0 | -62,000 | -100.0% | -$4.58万 | 清仓 |
| MA | MASTERCARD INCORPORATED 看跌期权 | $5,060 | 0.00% | 400 | 0 | 0.0% | — | 重新持有 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $8,556 | 0.00% | 1,200 | 0 | 0.0% | — | 重新持有 |
| — | ALIGHT INC | $9,684 | 0.00% | 16,619 | 16,619 | — | $9,684 | 新建仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $3.20万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $5.48万 | 0.01% | 12,783 | 1,456 | 12.9% | $6,246 | 加仓 |
| — | PURECYCLE TECHNOLOGIES INC | $6.21万 | 0.01% | 10,050 | 0 | 0.0% | — | 不变 |
| — | SUNOPTA INC | $10.47万 | 0.02% | 16,161 | 16,161 | — | $10.47万 | 新建仓 |
| ADT | ADT INC DEL | $13.61万 | 0.02% | 20,722 | 20,722 | — | $13.61万 | 新建仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $17.00万 | 0.02% | 71,111 | 2,954 | 4.3% | $7,060 | 加仓 |
| META | META PLATFORMS INC 看跌期权 | $19.56万 | 0.03% | 3,500 | -100 | -2.8% | -$5,589 | 重新持有 |
| MTCH | MATCH GROUP INC NEW | $20.11万 | 0.03% | 6,549 | 6,549 | — | $20.11万 | 新建仓 |
| TXG | 10X GENOMICS INC | $20.12万 | 0.03% | 9,476 | 9,476 | — | $20.12万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $20.16万 | 0.03% | 4,457 | 4,457 | — | $20.16万 | 新建仓 |
| FIVE | FIVE BELOW INC | $20.65万 | 0.03% | 904 | 904 | — | $20.65万 | 新建仓 |
| SONY | SONY GROUP CORP | $20.70万 | 0.03% | 9,998 | 96 | 1.0% | $1,987 | 加仓 |
| NTNX | NUTANIX INC | $20.83万 | 0.03% | 5,481 | 5,481 | — | $20.83万 | 新建仓 |
| IT | GARTNER INC | $20.90万 | 0.03% | 1,320 | 1,320 | — | $20.90万 | 新建仓 |
| TER | TERADYNE INC | $21.43万 | 0.03% | 723 | 723 | — | $21.43万 | 新建仓 |
| EFX | EQUIFAX INC | $21.59万 | 0.03% | 1,199 | 1,199 | — | $21.59万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.71万 | 0.03% | 1,658 | 1,658 | — | $21.71万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $21.91万 | 0.03% | 17,024 | 24 | 0.1% | $309 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.00万 | 0.03% | 5,727 | 1,795 | 45.7% | $6.90万 | 重新持有 |
| RGLD | ROYAL GOLD INC | $22.22万 | 0.03% | 873 | 873 | — | $22.22万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $22.26万 | 0.03% | 2,397 | 2,397 | — | $22.26万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $22.30万 | 0.03% | 2,373 | 2,373 | — | $22.30万 | 新建仓 |
| TFC | TRUIST FINL CORP | $22.33万 | 0.03% | 4,858 | -41,276 | -89.5% | -$189.75万 | 重新持有 |
| MLI | MUELLER INDS INC | $22.47万 | 0.03% | 2,028 | 2,028 | — | $22.47万 | 新建仓 |
| SHEL | SHELL PLC | $22.49万 | 0.03% | 2,418 | 2,418 | — | $22.49万 | 新建仓 |
| SYK | STRYKER CORPORATION | $22.54万 | 0.03% | 686 | 686 | — | $22.54万 | 新建仓 |
| TSN | TYSON FOODS INC | $22.57万 | 0.03% | 3,522 | 3,522 | — | $22.57万 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $22.81万 | 0.03% | 1,709 | 34 | 2.0% | $4,538 | 加仓 |
| SLV | ISHARES SILVER TR | $23.17万 | 0.03% | 3,401 | 3,401 | — | $23.17万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $23.24万 | 0.03% | 484 | 484 | — | $23.24万 | 新建仓 |
| BWA | BORGWARNER INC | $23.38万 | 0.03% | 4,309 | 4,309 | — | $23.38万 | 新建仓 |
| EME | EMCOR GROUP INC | $23.70万 | 0.03% | 321 | 321 | — | $23.70万 | 新建仓 |
| SENEA | SENECA FOODS CORP NEW | $23.86万 | 0.03% | 1,579 | 1,579 | — | $23.86万 | 新建仓 |
| IREN | IREN LIMITED | $24.00万 | 0.03% | 7,000 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $24.21万 | 0.03% | 2,765 | 2,765 | — | $24.21万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $24.44万 | 0.04% | 751 | 751 | — | $24.44万 | 新建仓 |
| C | CITIGROUP INC | $24.51万 | 0.04% | 2,161 | 2,161 | — | $24.51万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $24.71万 | 0.04% | 1,498 | 1,498 | — | $24.71万 | 新建仓 |
| ESGD | ISHARES TR | $25.15万 | 0.04% | 2,630 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $25.18万 | 0.04% | 1,114 | 1,114 | — | $25.18万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $25.28万 | 0.04% | 1,386 | 1,386 | — | $25.28万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $25.40万 | 0.04% | 1,928 | 1,928 | — | $25.40万 | 新建仓 |
| EXEL | EXELIXIS INC | $25.41万 | 0.04% | 5,925 | 5,925 | — | $25.41万 | 新建仓 |
| DVYE | ISHARES INC | $25.75万 | 0.04% | 7,491 | -180 | -2.3% | -$6,188 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $25.82万 | 0.04% | 4,214 | 4,214 | — | $25.82万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.84万 | 0.04% | 1,270 | -206 | -14.0% | -$4.19万 | 减仓 |
| SNOW | SNOWFLAKE INC | $26.03万 | 0.04% | 1,726 | 816 | 89.7% | $12.31万 | 重新持有 |
| ILMN | ILLUMINA INC | $26.17万 | 0.04% | 2,123 | 2,123 | — | $26.17万 | 新建仓 |
| IWR | ISHARES TR | $26.23万 | 0.04% | 2,698 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $26.30万 | 0.04% | 6,314 | 6,314 | — | $26.30万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $26.51万 | 0.04% | 3,644 | 3,644 | — | $26.51万 | 新建仓 |
| RIO | RIO TINTO PLC | $27.32万 | 0.04% | 2,929 | 73 | 2.6% | $6,810 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $28.05万 | 0.04% | 1,215 | 1,215 | — | $28.05万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $28.14万 | 0.04% | 820 | 820 | — | $28.14万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $28.17万 | 0.04% | 1,704 | 1,704 | — | $28.17万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $28.19万 | 0.04% | 7,078 | -50,802 | -87.8% | -$202.34万 | 减仓 |
| OAIM | UNIFIED SER TR | $28.57万 | 0.04% | 6,636 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $28.59万 | 0.04% | 3,974 | 1,560 | 64.6% | $11.22万 | 重新持有 |
| NYT | NEW YORK TIMES CO MTN BE | $28.67万 | 0.04% | 3,424 | 3,424 | — | $28.67万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.93万 | 0.04% | 741 | -41 | -5.2% | -$1.60万 | 减仓 |
| TJX | TJX COS INC NEW | $29.34万 | 0.04% | 1,837 | 1,837 | — | $29.34万 | 新建仓 |
| VRSN | VERISIGN INC | $30.03万 | 0.04% | 1,209 | 1,209 | — | $30.03万 | 新建仓 |
| DG | DOLLAR GEN CORP | $30.28万 | 0.04% | 2,550 | 2,550 | — | $30.28万 | 新建仓 |
| NTRA | NATERA INC | $30.62万 | 0.04% | 1,531 | 1,531 | — | $30.62万 | 新建仓 |
| INCY | INCYTE CORP | $30.97万 | 0.04% | 3,291 | 3,291 | — | $30.97万 | 新建仓 |
| AIQ | GLOBAL X FDS | $31.53万 | 0.05% | 6,756 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $31.54万 | 0.05% | 328 | 328 | — | $31.54万 | 新建仓 |
| CME | CME GROUP INC | $31.72万 | 0.05% | 1,074 | 1,074 | — | $31.72万 | 新建仓 |
| DHR | DANAHER CORP DEL | $31.93万 | 0.05% | 1,684 | 1,684 | — | $31.93万 | 新建仓 |
| FTNT | FORTINET INC | $32.38万 | 0.05% | 3,962 | 3,962 | — | $32.38万 | 新建仓 |
| TPR | TAPESTRY INC | $32.47万 | 0.05% | 2,301 | 2,301 | — | $32.47万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $32.53万 | 0.05% | 538 | 538 | — | $32.53万 | 新建仓 |
| GLW | CORNING INC | $32.81万 | 0.05% | 2,413 | 2,413 | — | $32.81万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $33.18万 | 0.05% | 780 | 780 | — | $33.18万 | 新建仓 |
| GLD | SPDR GOLD TR | $34.21万 | 0.05% | 795 | 243 | 44.0% | $10.46万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $34.96万 | 0.05% | 7,013 | -68 | -1.0% | -$3,390 | 减仓 |
| XBI | SPDR SERIES TRUST | $35.26万 | 0.05% | 2,761 | 2,761 | — | $35.26万 | 新建仓 |
| CAT | CATERPILLAR INC | $35.35万 | 0.05% | 499 | 499 | — | $35.35万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $35.42万 | 0.05% | 2,042 | 2,042 | — | $35.42万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $35.68万 | 0.05% | 1,044 | 210 | 25.2% | $7.18万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $36.37万 | 0.05% | 10,706 | 0 | 0.0% | — | 重新持有 |
| NEM | NEWMONT CORP | $36.70万 | 0.05% | 3,390 | 3,390 | — | $36.70万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $36.87万 | 0.05% | 4,586 | 4,586 | — | $36.87万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.15万 | 0.05% | 2,608 | 2,608 | — | $38.15万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $38.81万 | 0.06% | 6,603 | 6,603 | — | $38.81万 | 新建仓 |
| ETN | EATON CORP PLC | $39.95万 | 0.06% | 1,117 | 1,117 | — | $39.95万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $40.77万 | 0.06% | 913 | 250 | 37.7% | $11.16万 | 加仓 |