Abundance Wealth Counselors
STATE COLLEGE PA · SEC CIK 0001767080
$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
26Q126Q2
前十大持仓 占组合比例
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 | 31 | 5.8% | $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 | 1,500 | 62.0% | $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 | 215 | 11.7% | $3.26万 | 加仓 |
| SONY | SONY GROUP CORP | $31.50万 | 0.02% | 15,703 | 5,705 | 57.1% | $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 | 121 | 5.6% | $1.69万 | 加仓 |
| SPGI | S&P GLOBAL INC | $31.97万 | 0.02% | 785 | 5 | 0.6% | $2,036 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $32.00万 | 0.02% | 1,595 | 209 | 15.1% | $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 | 153 | 9.0% | $2.77万 | 加仓 |
| TPR | TAPESTRY INC | $33.68万 | 0.02% | 2,301 | 0 | 0.0% | — | 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 | 19 | 2.6% | $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 | 3,401 | 100.0% | $18.19万 | 加仓 |
| VRSN | VERISIGN INC | $36.53万 | 0.02% | 1,452 | 243 | 20.1% | $6.11万 | 加仓 |
| ILMN | ILLUMINA INC | $37.36万 | 0.02% | 2,125 | 2 | 0.1% | $352 | 加仓 |
| INCY | INCYTE CORP | $37.45万 | 0.02% | 3,304 | 13 | 0.4% | $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 | 5,727 | 100.0% | $19.07万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $38.54万 | 0.03% | 4,391 | 1,994 | 83.2% | $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 | 0 | 0.0% | — | 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 | 3,144 | 64.7% | $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 | 379 | 8.3% | $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 | 1,666 | 56.9% | $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 | 860 | 50.3% | $14.89万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $44.76万 | 0.03% | 8,428 | 4,214 | 100.0% | $22.38万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $44.93万 | 0.03% | 7,145 | 542 | 8.2% | $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 | 2,126 | 58.3% | $17.71万 | 加仓 |
| DVYE | ISHARES INC | $48.63万 | 0.03% | 15,088 | 7,597 | 101.4% | $24.49万 | 加仓 |
| NVO | NOVO-NORDISK A S | $49.15万 | 0.03% | 10,253 | 6,246 | 155.9% | $29.94万 | 重新持有 |
| HDV | ISHARES TR | $49.41万 | 0.03% | 18,025 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $53.35万 | 0.03% | 1,252 | 135 | 12.1% | $5.75万 | 加仓 |
| ESGD | ISHARES TR | $54.08万 | 0.04% | 5,260 | 2,630 | 100.0% | $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 | 7,542 | 106.6% | $28.00万 | 加仓 |
| FDX | FEDEX CORP | $54.58万 | 0.04% | 1,743 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $55.80万 | 0.04% | 1,928 | 0 | 0.0% | — | 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 | 794 | 28.8% | $12.56万 | 加仓 |
| FTI | TECHNIPFMC PLC | $56.50万 | 0.04% | 8,522 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $57.00万 | 0.04% | 8,582 | 3,691 | 75.5% | $24.52万 | 加仓 |
| GLD | SPDR GOLD TR | $58.57万 | 0.04% | 1,590 | 795 | 100.0% | $29.29万 | 加仓 |
| GM | GENERAL MTRS CO | $58.63万 | 0.04% | 7,607 | 783 | 11.5% | $6.04万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $59.40万 | 0.04% | 3,415 | 1,836 | 116.3% | $31.94万 | 加仓 |
| IWR | ISHARES TR | $59.53万 | 0.04% | 5,396 | 2,698 | 100.0% | $29.76万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $61.00万 | 0.04% | 14,228 | 7,215 | 102.9% | $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 | 0 | 0.0% | — | 不变 |
| OAIM | UNIFIED SER TR | $63.48万 | 0.04% | 13,272 | 6,636 | 100.0% | $31.74万 | 加仓 |
| IREN | IREN LIMITED | $64.02万 | 0.04% | 14,000 | 7,000 | 100.0% | $32.01万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $68.08万 | 0.04% | 4,042 | 1,400 | 53.0% | $23.58万 | 加仓 |
| TXG | 10X GENOMICS INC | $68.56万 | 0.04% | 17,882 | 8,406 | 88.7% | $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 | 924 | 22.4% | $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 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $74.64万 | 0.05% | 978 | 237 | 32.0% | $18.09万 | 加仓 |
| BA | BOEING CO | $75.72万 | 0.05% | 3,498 | 799 | 29.6% | $17.30万 | 加仓 |
| CAT | CATERPILLAR INC | $76.25万 | 0.05% | 716 | 217 | 43.5% | $23.11万 | 加仓 |
| CB | CHUBB LIMITED | $77.69万 | 0.05% | 2,280 | 3 | 0.1% | $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 | 99 | 16.6% | $11.63万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $83.39万 | 0.05% | 34,035 | 17,011 | 99.9% | $41.68万 | 加仓 |
| WMT | WALMART INC | $83.77万 | 0.05% | 7,396 | 290 | 4.1% | $3.28万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $87.63万 | 0.06% | 9,972 | 2,218 | 28.6% | $19.49万 | 加仓 |
| AIQ | GLOBAL X FDS | $88.65万 | 0.06% | 13,512 | 6,756 | 100.0% | $44.33万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $90.16万 | 0.06% | 1,815 | 902 | 98.8% | $44.81万 | 加仓 |
| GLW | CORNING INC | $92.03万 | 0.06% | 3,603 | 1,190 | 49.3% | $30.40万 | 加仓 |
| GE | GE AEROSPACE | $93.66万 | 0.06% | 2,506 | 145 | 6.1% | $5.42万 | 加仓 |