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
SHG SHINHAN FINANCIAL GROUP CO L $28.70万0.02%4,538 4,538— $28.70万 新建仓
LMT LOCKHEED MARTIN CORP $29.00万0.02%569 315.8% $1.58万 加仓
DB DEUTSCHE BK AG $29.07万0.02%8,612 8,612— $29.07万 新建仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $29.12万0.02%14,642 14,642— $29.12万 新建仓
GS GOLDMAN SACHS GROUP INC $29.23万0.02%289 289— $29.23万 新建仓
KNSA KINIKSA PHARMACEUTICALS INTL $29.28万0.02%4,578 4,578— $29.28万 新建仓
SHEL SHELL PLC $30.38万0.02%3,918 1,50062.0% $11.63万 加仓
REGN REGENERON PHARMACEUTICALS $30.43万0.02%488 -161-24.8% -$10.04万 减仓
EXPE EXPEDIA GROUP INC $30.86万0.02%1,206 -9-0.7% -$2,303 减仓
BLK BLACKROCK INC $31.06万0.02%323 -5-1.5% -$4,808 减仓
TJX TJX COS INC NEW $31.09万0.02%2,052 21511.7% $3.26万 加仓
SONY SONY GROUP CORP $31.50万0.02%15,703 5,70557.1% $11.44万 加仓
EXEL EXELIXIS INC $31.59万0.02%5,806 -119-2.0% -$6,475 减仓
PTL NORTHERN LTS FD TR IV $31.81万0.02%1,112 1,112— $31.81万 新建仓
— CB FINL SVCS INC $31.88万0.02%8,411 8,411— $31.88万 新建仓
C CITIGROUP INC $31.94万0.02%2,282 1215.6% $1.69万 加仓
SPGI S&P GLOBAL INC $31.97万0.02%785 50.6% $2,036 加仓
COF CAPITAL ONE FINL CORP $32.00万0.02%1,595 20915.1% $4.19万 加仓
COIN COINBASE GLOBAL INC $32.16万0.02%2,200 2,200— $32.16万 新建仓
SUSL ISHARES TR $32.37万0.02%2,438 2,438— $32.37万 新建仓
SFM SPROUTS FMRS MKT INC $32.60万0.02%3,854 3,854— $32.60万 新建仓
CRS CARPENTER TECHNOLOGY CORP $32.75万0.02%531 531— $32.75万 新建仓
TCAF T ROWE PRICE EXCHANGE-TRADED $33.12万0.02%8,058 8,058— $33.12万 新建仓
MOH MOLINA HEALTHCARE INC $33.53万0.02%1,466 1,466— $33.53万 新建仓
PM PHILIP MORRIS INTL INC $33.59万0.02%1,857 1539.0% $2.77万 加仓
TPR TAPESTRY INC $33.68万0.02%2,301 00.0% — 不变
PEP PEPSICO INC $35.43万0.02%2,617 -352-11.9% -$4.77万 减仓
SNOW SNOWFLAKE INC $35.78万0.02%1,406 -320-18.5% -$8.14万 减仓
TER TERADYNE INC $35.90万0.02%742 192.6% $9,193 加仓
AAOI APPLIED OPTOELECTRONICS INC $36.06万0.02%2,434 2,434— $36.06万 新建仓
SLV ISHARES SILVER TR $36.37万0.02%6,802 3,401100.0% $18.19万 加仓
VRSN VERISIGN INC $36.53万0.02%1,452 24320.1% $6.11万 加仓
ILMN ILLUMINA INC $37.36万0.02%2,125 20.1% $352 加仓
INCY INCYTE CORP $37.45万0.02%3,304 130.4% $1,474 加仓
— ISHARES TR $38.08万0.02%4,258 4,258— $38.08万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $38.13万0.02%11,454 5,727100.0% $19.07万 加仓
NEE NEXTERA ENERGY INC $38.54万0.03%4,391 1,99483.2% $17.50万 加仓
TMFC RBB FD INC $38.72万0.03%5,084 5,084— $38.72万 新建仓
IYW ISHARES TR $38.97万0.03%1,545 1,545— $38.97万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $39.14万0.03%4,823 4,823— $39.14万 新建仓
DGRO ISHARES TR $39.20万0.03%5,172 5,172— $39.20万 新建仓
NBIS NEBIUS GROUP N.V. $39.22万0.03%1,420 1,420— $39.22万 新建仓
DFAX DIMENSIONAL ETF TRUST $39.44万0.03%10,706 00.0% — 不变
HSBC HSBC HLDGS PLC $39.68万0.03%4,173 4,173— $39.68万 新建仓
TFC TRUIST FINL CORP $39.87万0.03%8,002 3,14464.7% $15.66万 加仓
NTRA NATERA INC $40.50万0.03%1,492 -39-2.5% -$1.06万 减仓
ES EVERSOURCE ENERGY $40.85万0.03%5,652 5,652— $40.85万 新建仓
VIG VANGUARD SPECIALIZED FUNDS $42.69万0.03%1,804 1,804— $42.69万 新建仓
ZM ZOOM COMMUNICATIONS INC $42.85万0.03%4,965 3798.3% $3.27万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $43.14万0.03%447 447— $43.14万 新建仓
ANET ARISTA NETWORKS INC $43.58万0.03%2,565 -867-25.3% -$14.73万 减仓
RIO RIO TINTO PLC $43.62万0.03%4,595 1,66656.9% $15.82万 加仓
WCN WASTE CONNECTIONS INC $44.14万0.03%2,648 2,648— $44.14万 新建仓
IHG INTERCONTINENTAL HOTELS GROU $44.47万0.03%2,569 86050.3% $14.89万 加仓
XLE SELECT SECTOR SPDR TR $44.76万0.03%8,428 4,214100.0% $22.38万 加仓
FCX FREEPORT MCMORAN INC $44.93万0.03%7,145 5428.2% $3.41万 加仓
FTNT FORTINET INC $47.01万0.03%3,060 -902-22.8% -$13.86万 减仓
BHP BHP BILLITON LIMITED $48.07万0.03%5,770 2,12658.3% $17.71万 加仓
DVYE ISHARES INC $48.63万0.03%15,088 7,597101.4% $24.49万 加仓
NVO NOVO-NORDISK A S $49.15万0.03%10,253 6,246155.9% $29.94万 重新持有
HDV ISHARES TR $49.41万0.03%18,025 00.0% — 不变
ETN EATON CORP PLC $53.35万0.03%1,252 13512.1% $5.75万 加仓
ESGD ISHARES TR $54.08万0.04%5,260 2,630100.0% $27.04万 加仓
QLTY GMO ETF TRUST $54.11万0.04%13,000 13,000— $54.11万 新建仓
BEPC BROOKFIELD RENEWABLE CORP $54.27万0.04%14,620 7,542106.6% $28.00万 加仓
FDX FEDEX CORP $54.58万0.04%1,743 00.0% — 不变
JBHT HUNT J B TRANS SVCS INC $55.80万0.04%1,928 00.0% — 不变
HD HOME DEPOT INC $55.86万0.04%1,584 1,584— $55.86万 新建仓
XBI SPDR SERIES TRUST $56.25万0.04%3,555 79428.8% $12.56万 加仓
FTI TECHNIPFMC PLC $56.50万0.04%8,522 00.0% — 不变
TMDX TRANSMEDICS GROUP INC $57.00万0.04%8,582 3,69175.5% $24.52万 加仓
GLD SPDR GOLD TR $58.57万0.04%1,590 795100.0% $29.29万 加仓
GM GENERAL MTRS CO $58.63万0.04%7,607 78311.5% $6.04万 加仓
SENEA SENECA FOODS CORP NEW $59.40万0.04%3,415 1,836116.3% $31.94万 加仓
IWR ISHARES TR $59.53万0.04%5,396 2,698100.0% $29.76万 加仓
TYG TORTOISE ENERGY INFRSTRCTR C $61.00万0.04%14,228 7,215102.9% $30.93万 加仓
KLAC KLA CORP $61.25万0.04%2,030 2,030— $61.25万 新建仓
APH AMPHENOL CORP $62.84万0.04%3,564 -55-1.5% -$9,698 减仓
— DIMENSIONAL ETF TRUST $63.09万0.04%14,223 00.0% — 不变
OAIM UNIFIED SER TR $63.48万0.04%13,272 6,636100.0% $31.74万 加仓
IREN IREN LIMITED $64.02万0.04%14,000 7,000100.0% $32.01万 加仓
TM TOYOTA MOTOR CORP $68.08万0.04%4,042 1,40053.0% $23.58万 加仓
TXG 10X GENOMICS INC $68.56万0.04%17,882 8,40688.7% $32.23万 加仓
PCG PG&E CORP $70.26万0.05%41,771 -2,298-5.2% -$3.87万 减仓
ABNB AIRBNB INC $72.34万0.05%5,055 92422.4% $13.22万 加仓
QUS SPDR SERIES TRUST $73.32万0.05%3,924 3,924— $73.32万 新建仓
EIX EDISON INTL $74.29万0.05%9,979 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $74.64万0.05%978 23732.0% $18.09万 加仓
BA BOEING CO $75.72万0.05%3,498 79929.6% $17.30万 加仓
CAT CATERPILLAR INC $76.25万0.05%716 21743.5% $23.11万 加仓
CB CHUBB LIMITED $77.69万0.05%2,280 30.1% $1,022 加仓
CNC CENTENE CORP DEL $80.11万0.05%12,480 -2,429-16.3% -$15.59万 减仓
GEV GE VERNOVA INC $81.65万0.05%695 9916.6% $11.63万 加仓
CIFR CIPHER DIGITAL INC $83.39万0.05%34,035 17,01199.9% $41.68万 加仓
WMT WALMART INC $83.77万0.05%7,396 2904.1% $3.28万 加仓
SPYM SPDR SERIES TRUST $87.63万0.06%9,972 2,21828.6% $19.49万 加仓
AIQ GLOBAL X FDS $88.65万0.06%13,512 6,756100.0% $44.33万 加仓
VRTX VERTEX PHARMACEUTICALS INC $90.16万0.06%1,815 90298.8% $44.81万 加仓
GLW CORNING INC $92.03万0.06%3,603 1,19049.3% $30.40万 加仓
GE GE AEROSPACE $93.66万0.06%2,506 1456.1% $5.42万 加仓