Abundance Wealth Counselors
STATE COLLEGE PA · SEC CIK 0001767080
$6.97亿2026Q1 申报市值
246持仓数
56.8%前十大占比 · 第一大 20.3%
83 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PCT 加仓+$3,489.15万
IVV 加仓+$1,666.84万
TBG 加仓+$341.09万
AAPL 加仓+$235.13万
BCI 加仓+$234.83万
2026Q1 卖出最多 按季末市值估算
BEPC 减仓-$202.34万
GILD 减仓-$194.45万
TFC 重新持有-$189.75万
JNJ 减仓-$177.07万
META 减仓-$108.53万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EXEL | EXELIXIS INC | $25.41万 | 0.04% | 5,925 | 5,925 | — | $25.41万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $25.40万 | 0.04% | 1,928 | 1,928 | — | $25.40万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $25.28万 | 0.04% | 1,386 | 1,386 | — | $25.28万 | 新建仓 |
| — | HONEYWELL INTL INC | $25.18万 | 0.04% | 1,114 | 1,114 | — | $25.18万 | 新建仓 |
| ESGD | ISHARES TR | $25.15万 | 0.04% | 2,630 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $24.71万 | 0.04% | 1,498 | 1,498 | — | $24.71万 | 新建仓 |
| C | CITIGROUP INC | $24.51万 | 0.04% | 2,161 | 2,161 | — | $24.51万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $24.44万 | 0.04% | 751 | 751 | — | $24.44万 | 新建仓 |
| TXT | TEXTRON INC | $24.21万 | 0.03% | 2,765 | 2,765 | — | $24.21万 | 新建仓 |
| IREN | IREN LIMITED | $24.00万 | 0.03% | 7,000 | 0 | 0.0% | — | 不变 |
| SENEA | SENECA FOODS CORP NEW | $23.86万 | 0.03% | 1,579 | 1,579 | — | $23.86万 | 新建仓 |
| EME | EMCOR GROUP INC | $23.70万 | 0.03% | 321 | 321 | — | $23.70万 | 新建仓 |
| BWA | BORGWARNER INC | $23.38万 | 0.03% | 4,309 | 4,309 | — | $23.38万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $23.24万 | 0.03% | 484 | 484 | — | $23.24万 | 新建仓 |
| SLV | ISHARES SILVER TR | $23.17万 | 0.03% | 3,401 | 3,401 | — | $23.17万 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $22.81万 | 0.03% | 1,709 | 34 | 2.0% | $4,538 | 加仓 |
| TSN | TYSON FOODS INC | $22.57万 | 0.03% | 3,522 | 3,522 | — | $22.57万 | 新建仓 |
| SYK | STRYKER CORPORATION | $22.54万 | 0.03% | 686 | 686 | — | $22.54万 | 新建仓 |
| SHEL | SHELL PLC | $22.49万 | 0.03% | 2,418 | 2,418 | — | $22.49万 | 新建仓 |
| MLI | MUELLER INDS INC | $22.47万 | 0.03% | 2,028 | 2,028 | — | $22.47万 | 新建仓 |
| TFC | TRUIST FINL CORP | $22.33万 | 0.03% | 4,858 | -41,276 | -89.5% | -$189.75万 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $22.30万 | 0.03% | 2,373 | 2,373 | — | $22.30万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $22.26万 | 0.03% | 2,397 | 2,397 | — | $22.26万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $22.22万 | 0.03% | 873 | 873 | — | $22.22万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.00万 | 0.03% | 5,727 | 1,795 | 45.7% | $6.90万 | 重新持有 |
| CIFR | CIPHER DIGITAL INC | $21.91万 | 0.03% | 17,024 | 24 | 0.1% | $309 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.71万 | 0.03% | 1,658 | 1,658 | — | $21.71万 | 新建仓 |
| EFX | EQUIFAX INC | $21.59万 | 0.03% | 1,199 | 1,199 | — | $21.59万 | 新建仓 |
| TER | TERADYNE INC | $21.43万 | 0.03% | 723 | 723 | — | $21.43万 | 新建仓 |
| IT | GARTNER INC | $20.90万 | 0.03% | 1,320 | 1,320 | — | $20.90万 | 新建仓 |
| NTNX | NUTANIX INC | $20.83万 | 0.03% | 5,481 | 5,481 | — | $20.83万 | 新建仓 |
| SONY | SONY GROUP CORP | $20.70万 | 0.03% | 9,998 | 96 | 1.0% | $1,987 | 加仓 |
| FIVE | FIVE BELOW INC | $20.65万 | 0.03% | 904 | 904 | — | $20.65万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $20.16万 | 0.03% | 4,457 | 4,457 | — | $20.16万 | 新建仓 |
| TXG | 10X GENOMICS INC | $20.12万 | 0.03% | 9,476 | 9,476 | — | $20.12万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $20.11万 | 0.03% | 6,549 | 6,549 | — | $20.11万 | 新建仓 |
| META | META PLATFORMS INC 看跌期权 | $19.56万 | 0.03% | 3,500 | -100 | -2.8% | -$5,589 | 重新持有 |
| CIG | CIA ENERGETICA DE MINAS GERA | $17.00万 | 0.02% | 71,111 | 2,954 | 4.3% | $7,060 | 加仓 |
| ADT | ADT INC DEL | $13.61万 | 0.02% | 20,722 | 20,722 | — | $13.61万 | 新建仓 |
| — | SUNOPTA INC | $10.47万 | 0.02% | 16,161 | 16,161 | — | $10.47万 | 新建仓 |
| — | PURECYCLE TECHNOLOGIES INC | $6.21万 | 0.01% | 10,050 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $5.48万 | 0.01% | 12,783 | 1,456 | 12.9% | $6,246 | 加仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $3.20万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | ALIGHT INC | $9,684 | 0.00% | 16,619 | 16,619 | — | $9,684 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $8,556 | 0.00% | 1,200 | 0 | 0.0% | — | 重新持有 |
| MA | MASTERCARD INCORPORATED 看跌期权 | $5,060 | 0.00% | 400 | 0 | 0.0% | — | 重新持有 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -12,096 | -100.0% | -$90.10万 | 清仓 |
| — | GRANITE PT MTG TR INC | $0 | 0.00% | 0 | -191,011 | -100.0% | -$45.84万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,333 | -100.0% | -$24.26万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -400 | -100.0% | -$23.23万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | STRIVE INC | $0 | 0.00% | 0 | -62,000 | -100.0% | -$4.58万 | 清仓 |