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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $549.45万 | 0.36% | 129,771 | 61,964 | 91.4% | $262.36万 | 加仓 |
| MCK | MCKESSON CORP | $550.23万 | 0.36% | 7,282 | 3,283 | 82.1% | $248.06万 | 加仓 |
| EXC | EXELON CORP | $563.31万 | 0.37% | 120,830 | 59,482 | 97.0% | $277.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $585.81万 | 0.38% | 23,066 | 10,267 | 80.2% | $260.75万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $601.49万 | 0.39% | 133,338 | 61,317 | 85.1% | $276.60万 | 加仓 |
| V | VISA INC | $602.60万 | 0.39% | 17,564 | 8,353 | 90.7% | $286.58万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $621.89万 | 0.40% | 91,006 | 28,346 | 45.2% | $193.70万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $641.92万 | 0.42% | 270,740 | 130,920 | 93.6% | $310.41万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $643.87万 | 0.42% | 19,230 | 8,382 | 77.3% | $280.65万 | 加仓 |
| CSCO | CISCO SYS INC | $646.84万 | 0.42% | 55,069 | 24,003 | 77.3% | $281.94万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $716.47万 | 0.47% | 6,207 | 4,305 | 226.3% | $496.92万 | 加仓 |
| IXUS | ISHARES TR | $741.74万 | 0.48% | 77,718 | 38,627 | 98.8% | $368.66万 | 加仓 |
| IJR | ISHARES TR | $756.81万 | 0.49% | 51,029 | 18,641 | 57.6% | $276.46万 | 加仓 |
| ABBV | ABBVIE INC | $764.18万 | 0.50% | 30,368 | 14,824 | 95.4% | $373.03万 | 加仓 |
| INV | INNVENTURE INC | $794.08万 | 0.52% | 1,566,239 | 783,348 | 100.1% | $397.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $829.68万 | 0.54% | 25,347 | 11,177 | 78.9% | $365.86万 | 加仓 |
| IWM | ISHARES TR | $874.13万 | 0.57% | 29,094 | 11,310 | 63.6% | $339.81万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $991.07万 | 0.64% | 22,871 | 9,459 | 70.5% | $409.89万 | 加仓 |
| AVGO | BROADCOM INC | $1,100.31万 | 0.71% | 29,128 | 12,280 | 72.9% | $463.88万 | 加仓 |
| IJH | ISHARES TR | $1,149.27万 | 0.75% | 149,042 | 58,945 | 65.4% | $454.53万 | 加仓 |
| AMZN | AMAZON COM INC | $1,285.66万 | 0.83% | 53,942 | 24,282 | 81.9% | $578.74万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,439.81万 | 0.93% | 67,669 | 35,443 | 110.0% | $754.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,463.92万 | 0.95% | 39,561 | 16,704 | 73.1% | $618.11万 | 加仓 |
| META | META PLATFORMS INC | $1,468.33万 | 0.95% | 26,067 | 11,531 | 79.3% | $649.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,643.12万 | 1.07% | 44,048 | 18,927 | 75.3% | $706.03万 | 加仓 |
| IQLT | ISHARES TR | $1,954.45万 | 1.27% | 394,440 | 175,018 | 79.8% | $867.21万 | 加仓 |
| GOOGL | ALPHABET INC | $2,143.29万 | 1.39% | 59,974 | 26,877 | 81.2% | $960.50万 | 加仓 |
| ISTB | ISHARES TR | $2,443.02万 | 1.59% | 506,326 | 259,998 | 105.5% | $1,254.49万 | 加仓 |
| SUB | ISHARES TR | $2,800.95万 | 1.82% | 263,074 | 139,220 | 112.4% | $1,482.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,134.28万 | 2.03% | 156,644 | 68,884 | 78.5% | $1,378.30万 | 加仓 |
| AAPL | APPLE INC | $3,237.71万 | 2.10% | 111,893 | 50,029 | 80.9% | $1,447.63万 | 加仓 |
| IEFA | ISHARES TR | $4,646.02万 | 3.02% | 481,054 | 221,882 | 85.6% | $2,142.94万 | 加仓 |
| TBG | EA SERIES TRUST | $5,716.01万 | 3.71% | 1,567,748 | 646,808 | 70.2% | $2,358.26万 | 加仓 |
| BCI | ABRDN ETFS | $6,854.88万 | 4.45% | 3,068,432 | 1,476,806 | 92.8% | $3,299.18万 | 加仓 |
| ACWX | ISHARES TR | $7,867.31万 | 5.11% | 1,033,676 | 521,317 | 101.7% | $3,967.75万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1.02亿 | 6.64% | 1,939,405 | 825,188 | 74.1% | $4,350.39万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $2.05亿 | 13.33% | 25,312,529 | 16,776,002 | 196.5% | $1.36亿 | 加仓 |
| IVV | ISHARES TR | $2.73亿 | 17.72% | 364,474 | 147,846 | 68.2% | $1.11亿 | 加仓 |