13F 机构持仓

Abundance Wealth Counselors

STATE COLLEGE PA · SEC CIK 0001767080

2026Q22026Q1 更早 9 个季度 🔒
$15.40亿2026Q2 申报市值
317持仓数
59.9%前十大占比 · 第一大 17.7%
87 / 21新建仓 / 清仓
申报市值走势$15.40亿2026Q2
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

IVV 17.7%
PCT 13.3%
BAI 6.6%
ACWX 5.1%
BCI 4.5%
TBG 3.7%
IEFA 3.0%
AAPL 2.1%
NVDA 2.0%
SUB 1.8%

2026Q2 买入最多 按季末市值估算

PCT 加仓+$1.36亿
IVV 加仓+$1.11亿
BAI 加仓+$4,350.39万
ACWX 加仓+$3,967.75万
BCI 加仓+$3,299.18万

2026Q2 卖出最多 按季末市值估算

ET 清仓-$138.66万
DIAMOND HILL INV 清仓-$104.94万
SNDK 减仓-$48.43万
NOW 清仓-$40.85万
MRSH 清仓-$35.42万

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
ET ENERGY TRANSFER L P $00.00%0 -71,843-100.0% -$138.66万 清仓
— DIAMOND HILL INVT GROUP INC $00.00%0 -6,098-100.0% -$104.94万 清仓
NOW SERVICENOW INC $00.00%0 -3,907-100.0% -$40.85万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -2,042-100.0% -$35.42万 清仓
DHR DANAHER CORP DEL $00.00%0 -1,684-100.0% -$31.93万 清仓
CME CME GROUP INC $00.00%0 -1,074-100.0% -$31.72万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -3,974-100.0% -$28.59万 清仓
DOW DOW HLDGS INC $00.00%0 -6,314-100.0% -$26.30万 清仓
— HONEYWELL INTL INC $00.00%0 -1,114-100.0% -$25.18万 清仓
MKTX MARKETAXESS HLDGS INC $00.00%0 -1,498-100.0% -$24.71万 清仓
BURL BURLINGTON STORES INC $00.00%0 -751-100.0% -$24.44万 清仓
MEDP MEDPACE HLDGS INC $00.00%0 -484-100.0% -$23.24万 清仓
TSN TYSON FOODS INC $00.00%0 -3,522-100.0% -$22.57万 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -2,373-100.0% -$22.30万 清仓
RGLD ROYAL GOLD INC $00.00%0 -873-100.0% -$22.22万 清仓
EFX EQUIFAX INC $00.00%0 -1,199-100.0% -$21.59万 清仓
IT GARTNER INC $00.00%0 -1,320-100.0% -$20.90万 清仓
FIVE FIVE BELOW INC $00.00%0 -904-100.0% -$20.65万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -4,457-100.0% -$20.16万 清仓
ADT ADT INC DEL $00.00%0 -20,722-100.0% -$13.61万 清仓
— SUNOPTA INC $00.00%0 -16,161-100.0% -$10.47万 清仓
— FARADAY FUTURE INTLGT ELEC I $2,9950.00%12,992 12,992— $2,995 新建仓
MA MASTERCARD INCORPORATED 看跌期权 $6,6640.00%800 400100.0% $3,332 加仓
— ALIGHT INC $1.61万0.00%28,671 12,05272.5% $6,749 加仓
NVDA NVIDIA CORPORATION 看跌期权 $2.41万0.00%2,400 1,200100.0% $1.20万 加仓
BBAI BIGBEAR AI HLDGS INC $5.21万0.00%14,200 14,200— $5.21万 新建仓
BTQ BTQ TECHNOLOGIES CORP $6.47万0.00%12,000 00.0% — 不变
OPEN OPENDOOR TECHNOLOGIES INC $6.93万0.00%15,000 15,000— $6.93万 新建仓
IBRX IMMUNITYBIO INC $8.85万0.01%10,111 10,111— $8.85万 新建仓
— PURECYCLE TECHNOLOGIES INC $11.11万0.01%10,100 500.5% $550 加仓
FRSH FRESHWORKS INC $12.70万0.01%12,552 12,552— $12.70万 新建仓
META META PLATFORMS INC 看跌期权 $14.38万0.01%7,000 3,500100.0% $7.19万 加仓
NOK NOKIA CORP $15.94万0.01%12,000 12,000— $15.94万 新建仓
PTON PELOTON INTERACTIVE INC $16.73万0.01%28,306 15,523121.4% $9.17万 加仓
— P3 HEALTH PARTNERS INC $17.28万0.01%16,000 16,000— $17.28万 新建仓
PLD PROLOGIS INC. $20.12万0.01%1,485 1,485— $20.12万 新建仓
DOLE DOLE PLC $20.19万0.01%14,713 14,713— $20.19万 新建仓
WM WASTE MGMT INC DEL $20.33万0.01%912 912— $20.33万 新建仓
STLD STEEL DYNAMICS INC $20.38万0.01%888 888— $20.38万 新建仓
ACWI ISHARES TR $20.41万0.01%1,300 1,300— $20.41万 新建仓
ECL ECOLAB INC $20.53万0.01%737 737— $20.53万 新建仓
MRNA MODERNA INC $20.66万0.01%2,950 2,950— $20.66万 新建仓
RNR RENAISSANCERE HLDGS LTD $20.69万0.01%653 653— $20.69万 新建仓
EBC EASTERN BANKSHARES INC $20.75万0.01%9,330 9,330— $20.75万 新建仓
AMAL AMALGAMATED FINANCIAL CORP $20.80万0.01%4,532 4,532— $20.80万 新建仓
USB US BANCORP $21.09万0.01%3,491 3,491— $21.09万 新建仓
— EA SERIES TRUST $21.17万0.01%6,606 6,606— $21.17万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $21.26万0.01%1,822 -786-30.1% -$9.17万 减仓
FSLR FIRST SOLAR INC $21.28万0.01%902 -40-4.2% -$9,438 重新持有
WFC WELLS FARGO & CO $21.30万0.01%2,577 -1,103-30.0% -$9.12万 重新持有
BIIB BIOGEN INC $21.43万0.01%992 992— $21.43万 新建仓
MTCH MATCH GROUP INC NEW $21.45万0.01%5,638 -911-13.9% -$3.47万 减仓
EQT EQT CORP $21.49万0.01%4,042 4,042— $21.49万 新建仓
UBSI UNITED BANKSHARES INC WEST V $21.54万0.01%4,701 4,701— $21.54万 新建仓
MCO MOODYS CORP $21.56万0.01%476 476— $21.56万 新建仓
TXN TEXAS INSTRS INC $21.61万0.01%725 725— $21.61万 新建仓
SYK STRYKER CORPORATION $21.69万0.01%689 30.4% $945 加仓
EVR EVERCORE INC $21.99万0.01%644 644— $21.99万 新建仓
TRV TRAVELERS COMPANIES INC $22.02万0.01%667 667— $22.02万 新建仓
IVW ISHARES TR $22.28万0.01%1,620 1,620— $22.28万 新建仓
TOL TOLL BROTHERS INC $22.57万0.01%1,370 1,370— $22.57万 新建仓
LNG CHENIERE ENERGY INC $22.59万0.01%945 945— $22.59万 新建仓
AON AON PLC $22.85万0.01%689 689— $22.85万 新建仓
OSK OSHKOSH CORP $23.02万0.01%1,500 1,500— $23.02万 新建仓
SHOP SHOPIFY INC $23.12万0.02%2,025 150.7% $1,713 重新持有
EQIX EQUINIX INC $23.25万0.02%223 223— $23.25万 新建仓
NTNX NUTANIX INC $23.41万0.02%4,594 -887-16.2% -$4.52万 减仓
SMTC SEMTECH CORP $23.53万0.02%1,454 1,454— $23.53万 新建仓
CMI CUMMINS INC $23.54万0.02%330 330— $23.54万 新建仓
DG DOLLAR GEN CORP $23.55万0.02%2,046 -504-19.8% -$5.80万 减仓
GD GENERAL DYNAMICS CORP $23.98万0.02%677 -143-17.4% -$5.07万 减仓
ESGU ISHARES TR $24.06万0.02%1,470 1,470— $24.06万 新建仓
MLI MUELLER INDS INC $24.08万0.02%1,959 -69-3.4% -$8,482 减仓
NBIX NEUROCRINE BIOSCIENCES INC $24.08万0.02%1,429 -499-25.9% -$8.41万 减仓
AMBA AMBARELLA INC $24.23万0.02%2,824 2,824— $24.23万 新建仓
QQQ INVESCO QQQ TR $24.30万0.02%330 330— $24.30万 新建仓
DTE DTE ENERGY CO $24.41万0.02%1,602 1,602— $24.41万 新建仓
LITE LUMENTUM HLDGS INC $24.71万0.02%288 288— $24.71万 新建仓
TXRH TEXAS ROADHOUSE INC $24.71万0.02%1,279 1,279— $24.71万 新建仓
NYT NEW YORK TIMES CO MTN BE $24.73万0.02%3,534 1103.2% $7,698 加仓
MDT MEDTRONIC PLC $24.90万0.02%3,183 3,183— $24.90万 新建仓
TPSC TIMOTHY PLAN $24.92万0.02%5,194 5,194— $24.92万 新建仓
DKNG DRAFTKINGS INC NEW $25.24万0.02%9,993 9,993— $25.24万 新建仓
IONQ IONQ INC $25.63万0.02%4,812 4,812— $25.63万 新建仓
ARMK ARAMARK $25.71万0.02%4,518 4,518— $25.71万 新建仓
EME EMCOR GROUP INC $25.81万0.02%311 -10-3.1% -$8,299 减仓
CIEN CIENA CORP $25.90万0.02%528 528— $25.90万 新建仓
IDV ISHARES TR $26.01万0.02%6,278 6,278— $26.01万 新建仓
JCI JOHNSON CONTROLS INTERNATION $26.07万0.02%1,784 1267.6% $1.84万 加仓
RBRK RUBRIK INC. $26.14万0.02%3,256 3,256— $26.14万 新建仓
TXT TEXTRON INC $26.25万0.02%2,862 973.5% $8,898 加仓
ETSY ETSY INC $26.48万0.02%3,515 3,515— $26.48万 新建仓
NEM NEWMONT CORP $26.61万0.02%2,849 -541-16.0% -$5.05万 减仓
DELL DELL TECHNOLOGIES INC $26.75万0.02%620 620— $26.75万 新建仓
DDOG DATADOG INC $26.95万0.02%1,035 1,035— $26.95万 新建仓
VIK VIKING HOLDINGS LTD $27.11万0.02%2,590 2,590— $27.11万 新建仓
CRSP CRISPR THERAPEUTICS AG $27.35万0.02%5,015 5,015— $27.35万 新建仓
DECK DECKERS OUTDOOR CORP $28.28万0.02%2,848 2,848— $28.28万 新建仓
ITOT ISHARES TR $28.34万0.02%1,725 -578-25.1% -$9.49万 重新持有
BWA BORGWARNER INC $28.61万0.02%4,309 00.0% — 不变