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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $20.33万 | 0.01% | 912 | 912 | — | $20.33万 | 新建仓 |
| DOLE | DOLE PLC | $20.19万 | 0.01% | 14,713 | 14,713 | — | $20.19万 | 新建仓 |
| PLD | PROLOGIS INC. | $20.12万 | 0.01% | 1,485 | 1,485 | — | $20.12万 | 新建仓 |
| — | P3 HEALTH PARTNERS INC | $17.28万 | 0.01% | 16,000 | 16,000 | — | $17.28万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $16.73万 | 0.01% | 28,306 | 15,523 | 121.4% | $9.17万 | 加仓 |
| NOK | NOKIA CORP | $15.94万 | 0.01% | 12,000 | 12,000 | — | $15.94万 | 新建仓 |
| META | META PLATFORMS INC 看跌期权 | $14.38万 | 0.01% | 7,000 | 3,500 | 100.0% | $7.19万 | 加仓 |
| FRSH | FRESHWORKS INC | $12.70万 | 0.01% | 12,552 | 12,552 | — | $12.70万 | 新建仓 |
| — | PURECYCLE TECHNOLOGIES INC | $11.11万 | 0.01% | 10,100 | 50 | 0.5% | $550 | 加仓 |
| IBRX | IMMUNITYBIO INC | $8.85万 | 0.01% | 10,111 | 10,111 | — | $8.85万 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $6.93万 | 0.00% | 15,000 | 15,000 | — | $6.93万 | 新建仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $6.47万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $5.21万 | 0.00% | 14,200 | 14,200 | — | $5.21万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $2.41万 | 0.00% | 2,400 | 1,200 | 100.0% | $1.20万 | 加仓 |
| — | ALIGHT INC | $1.61万 | 0.00% | 28,671 | 12,052 | 72.5% | $6,749 | 加仓 |
| MA | MASTERCARD INCORPORATED 看跌期权 | $6,664 | 0.00% | 800 | 400 | 100.0% | $3,332 | 加仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $2,995 | 0.00% | 12,992 | 12,992 | — | $2,995 | 新建仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -71,843 | -100.0% | -$138.66万 | 清仓 |
| — | DIAMOND HILL INVT GROUP INC | $0 | 0.00% | 0 | -6,098 | -100.0% | -$104.94万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,907 | -100.0% | -$40.85万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -2,042 | -100.0% | -$35.42万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,684 | -100.0% | -$31.93万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -1,074 | -100.0% | -$31.72万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,974 | -100.0% | -$28.59万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -6,314 | -100.0% | -$26.30万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,114 | -100.0% | -$25.18万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -1,498 | -100.0% | -$24.71万 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -751 | -100.0% | -$24.44万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -484 | -100.0% | -$23.24万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -3,522 | -100.0% | -$22.57万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,373 | -100.0% | -$22.30万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -873 | -100.0% | -$22.22万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,199 | -100.0% | -$21.59万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,320 | -100.0% | -$20.90万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -904 | -100.0% | -$20.65万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,457 | -100.0% | -$20.16万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -20,722 | -100.0% | -$13.61万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -16,161 | -100.0% | -$10.47万 | 清仓 |