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
LYB LYONDELLBASELL INDUSTRIES NV $225.15万0.15%42,764 22,243108.4% $117.11万 加仓
TGT TARGET CORP $215.14万0.14%16,472 7,24578.5% $94.63万 加仓
ASML ASML HLDG NV $206.11万0.13%1,036 42168.5% $83.76万 加仓
PFE PFIZER INC $203.27万0.13%84,415 41,15195.1% $99.09万 加仓
HTGC HERCULES CAPITAL INC $201.69万0.13%127,895 65,748105.8% $103.68万 加仓
PNR PENTAIR PLC $200.11万0.13%26,103 14,635127.6% $112.19万 加仓
DIS DISNEY WALT CO $196.55万0.13%20,421 9,95095.0% $95.77万 加仓
MTD METTLER TOLEDO INTERNATIONAL $191.88万0.12%1,502 71891.6% $91.73万 加仓
CCI CROWN CASTLE INC $189.31万0.12%24,997 12,758104.2% $96.62万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $186.40万0.12%3,903 1,44959.0% $69.20万 加仓
TROW PRICE T ROWE GROUP INC $186.30万0.12%16,387 16,387— $186.30万 新建仓
CIG CIA ENERGETICA DE MINAS GERA $186.18万0.12%886,567 815,4561,146.7% $171.25万 加仓
XIFR XPLR INFRASTRUCTURE LP $182.77万0.12%154,760 77,24699.7% $91.23万 加仓
— FIDELITY ETHEREUM FD $164.09万0.11%104,248 52,124100.0% $82.04万 加仓
MOS MOSAIC CO $161.53万0.10%76,227 41,196117.6% $87.29万 加仓
DEA EASTERLY GOVT PPTYS INC $160.88万0.10%64,532 33,226106.1% $82.83万 加仓
ALCO ALICO INC $160.49万0.10%38,795 16,86676.9% $69.77万 加仓
GOOG ALPHABET INC $157.31万0.10%4,452 1,24438.8% $43.96万 加仓
IWB ISHARES TR $149.63万0.10%3,654 1,00738.0% $41.24万 加仓
MRK MERCK & CO INC $149.32万0.10%11,620 2,44626.7% $31.43万 加仓
AMD ADVANCED MICRO DEVICES INC $147.03万0.10%2,531 1,26199.3% $73.25万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $146.07万0.09%16,212 16,212— $146.07万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $138.36万0.09%6,178 3,07499.0% $68.84万 加仓
DORM DORMAN PRODS INC $130.39万0.08%9,556 9,556— $130.39万 新建仓
BDN BRANDYWINE RLTY TR $124.53万0.08%392,850 196,474100.0% $62.28万 加仓
FIX COMFORT SYS USA INC $123.67万0.08%624 -8-1.3% -$1.59万 减仓
— EXXON MOBIL CORP $119.30万0.08%8,725 5,121142.1% $70.02万 加仓
WDC WESTERN DIGITAL CORP $119.12万0.08%1,865 372.0% $2.36万 加仓
DES WISDOMTREE TR $118.80万0.08%29,204 14,721101.6% $59.88万 加仓
QUAL ISHARES TR $117.66万0.08%5,362 -636-10.6% -$13.96万 减仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $116.09万0.08%112,712 63,781130.3% $65.69万 加仓
FISV FISERV INC $113.07万0.07%23,052 11,34796.9% $55.66万 加仓
ADBE ADOBE INC $112.47万0.07%5,486 1,58440.6% $32.48万 加仓
AMAT APPLIED MATLS INC $109.10万0.07%1,509 46544.5% $33.62万 加仓
SNDK SANDISK CORP $108.68万0.07%478 -213-30.8% -$48.43万 减仓
PNC PNC FINL SVCS GROUP INC $105.23万0.07%4,274 1,40348.9% $34.54万 加仓
VOO VANGUARD INDEX FDS $105.08万0.07%1,530 614.2% $4.19万 加仓
BNY BANK OF NY MELLON CORP $99.62万0.06%6,889 3,10682.1% $44.92万 加仓
GE GE AEROSPACE $93.66万0.06%2,506 1456.1% $5.42万 加仓
GLW CORNING INC $92.03万0.06%3,603 1,19049.3% $30.40万 加仓
VRTX VERTEX PHARMACEUTICALS INC $90.16万0.06%1,815 90298.8% $44.81万 加仓
AIQ GLOBAL X FDS $88.65万0.06%13,512 6,756100.0% $44.33万 加仓
SPYM SPDR SERIES TRUST $87.63万0.06%9,972 2,21828.6% $19.49万 加仓
WMT WALMART INC $83.77万0.05%7,396 2904.1% $3.28万 加仓
CIFR CIPHER DIGITAL INC $83.39万0.05%34,035 17,01199.9% $41.68万 加仓
GEV GE VERNOVA INC $81.65万0.05%695 9916.6% $11.63万 加仓
CNC CENTENE CORP DEL $80.11万0.05%12,480 -2,429-16.3% -$15.59万 减仓
CB CHUBB LIMITED $77.69万0.05%2,280 30.1% $1,022 加仓
CAT CATERPILLAR INC $76.25万0.05%716 21743.5% $23.11万 加仓
BA BOEING CO $75.72万0.05%3,498 79929.6% $17.30万 加仓
CRWD CROWDSTRIKE HLDGS INC $74.64万0.05%978 23732.0% $18.09万 加仓
EIX EDISON INTL $74.29万0.05%9,979 00.0% — 不变
QUS SPDR SERIES TRUST $73.32万0.05%3,924 3,924— $73.32万 新建仓
ABNB AIRBNB INC $72.34万0.05%5,055 92422.4% $13.22万 加仓
PCG PG&E CORP $70.26万0.05%41,771 -2,298-5.2% -$3.87万 减仓
TXG 10X GENOMICS INC $68.56万0.04%17,882 8,40688.7% $32.23万 加仓
TM TOYOTA MOTOR CORP $68.08万0.04%4,042 1,40053.0% $23.58万 加仓
IREN IREN LIMITED $64.02万0.04%14,000 7,000100.0% $32.01万 加仓
OAIM UNIFIED SER TR $63.48万0.04%13,272 6,636100.0% $31.74万 加仓
— DIMENSIONAL ETF TRUST $63.09万0.04%14,223 00.0% — 不变
APH AMPHENOL CORP $62.84万0.04%3,564 -55-1.5% -$9,698 减仓
KLAC KLA CORP $61.25万0.04%2,030 2,030— $61.25万 新建仓
TYG TORTOISE ENERGY INFRSTRCTR C $61.00万0.04%14,228 7,215102.9% $30.93万 加仓
IWR ISHARES TR $59.53万0.04%5,396 2,698100.0% $29.76万 加仓
SENEA SENECA FOODS CORP NEW $59.40万0.04%3,415 1,836116.3% $31.94万 加仓
GM GENERAL MTRS CO $58.63万0.04%7,607 78311.5% $6.04万 加仓
GLD SPDR GOLD TR $58.57万0.04%1,590 795100.0% $29.29万 加仓
TMDX TRANSMEDICS GROUP INC $57.00万0.04%8,582 3,69175.5% $24.52万 加仓
FTI TECHNIPFMC PLC $56.50万0.04%8,522 00.0% — 不变
XBI SPDR SERIES TRUST $56.25万0.04%3,555 79428.8% $12.56万 加仓
HD HOME DEPOT INC $55.86万0.04%1,584 1,584— $55.86万 新建仓
JBHT HUNT J B TRANS SVCS INC $55.80万0.04%1,928 00.0% — 不变
FDX FEDEX CORP $54.58万0.04%1,743 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP $54.27万0.04%14,620 7,542106.6% $28.00万 加仓
QLTY GMO ETF TRUST $54.11万0.04%13,000 13,000— $54.11万 新建仓
ESGD ISHARES TR $54.08万0.04%5,260 2,630100.0% $27.04万 加仓
ETN EATON CORP PLC $53.35万0.03%1,252 13512.1% $5.75万 加仓
HDV ISHARES TR $49.41万0.03%18,025 00.0% — 不变
NVO NOVO-NORDISK A S $49.15万0.03%10,253 6,246155.9% $29.94万 重新持有
DVYE ISHARES INC $48.63万0.03%15,088 7,597101.4% $24.49万 加仓
BHP BHP BILLITON LIMITED $48.07万0.03%5,770 2,12658.3% $17.71万 加仓
FTNT FORTINET INC $47.01万0.03%3,060 -902-22.8% -$13.86万 减仓
FCX FREEPORT MCMORAN INC $44.93万0.03%7,145 5428.2% $3.41万 加仓
XLE SELECT SECTOR SPDR TR $44.76万0.03%8,428 4,214100.0% $22.38万 加仓
IHG INTERCONTINENTAL HOTELS GROU $44.47万0.03%2,569 86050.3% $14.89万 加仓
WCN WASTE CONNECTIONS INC $44.14万0.03%2,648 2,648— $44.14万 新建仓
RIO RIO TINTO PLC $43.62万0.03%4,595 1,66656.9% $15.82万 加仓
ANET ARISTA NETWORKS INC $43.58万0.03%2,565 -867-25.3% -$14.73万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $43.14万0.03%447 447— $43.14万 新建仓
ZM ZOOM COMMUNICATIONS INC $42.85万0.03%4,965 3798.3% $3.27万 加仓
VIG VANGUARD SPECIALIZED FUNDS $42.69万0.03%1,804 1,804— $42.69万 新建仓
ES EVERSOURCE ENERGY $40.85万0.03%5,652 5,652— $40.85万 新建仓
NTRA NATERA INC $40.50万0.03%1,492 -39-2.5% -$1.06万 减仓
TFC TRUIST FINL CORP $39.87万0.03%8,002 3,14464.7% $15.66万 加仓
HSBC HSBC HLDGS PLC $39.68万0.03%4,173 4,173— $39.68万 新建仓
DFAX DIMENSIONAL ETF TRUST $39.44万0.03%10,706 00.0% — 不变
NBIS NEBIUS GROUP N.V. $39.22万0.03%1,420 1,420— $39.22万 新建仓
DGRO ISHARES TR $39.20万0.03%5,172 5,172— $39.20万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $39.14万0.03%4,823 4,823— $39.14万 新建仓
IYW ISHARES TR $38.97万0.03%1,545 1,545— $38.97万 新建仓