Abacus Wealth Partners, LLC
SANTA MONICA CA · SEC CIK 0001978011
$9.52亿2026Q2 申报市值
321持仓数
70.9%前十大占比 · 第一大 15.8%
20 / 205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
DFSB 加仓+$1,421.64万
NUSC 加仓+$586.61万
NUMV 加仓+$323.10万
JSTC 加仓+$132.64万
DFSU 加仓+$88.80万
2026Q2 卖出最多 按季末市值估算
FIGR 清仓-$6,523.89万
Dimensional U S 减仓-$2,327.13万
VGSR 减仓-$1,815.40万
NVDA 减仓-$683.10万
TSM 减仓-$585.84万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Class B | $267.56万 | 0.28% | 5,347 | -858 | -13.8% | -$42.93万 | 减仓 |
| AMAT | Applied Matls Inc | $289.07万 | 0.30% | 3,998 | -998 | -20.0% | -$72.16万 | 减仓 |
| ORCL | Oracle Corp | $302.09万 | 0.32% | 20,613 | -2,599 | -11.2% | -$38.09万 | 减仓 |
| SPUS | Tidal ETF TR SP FDS (S&P 500) | $329.55万 | 0.35% | 57,313 | 0 | 0.0% | — | 不变 |
| DFUS | DFA Dimensional US Equity Market ETF | $349.06万 | 0.37% | 42,600 | -122 | -0.3% | -$9,997 | 减仓 |
| GOOGL | Alphabet Inc Class A | $409.49万 | 0.43% | 11,458 | -6,249 | -35.3% | -$223.33万 | 减仓 |
| JNJ | Johnson & Johnson | $452.33万 | 0.48% | 17,810 | -2,457 | -12.1% | -$62.40万 | 减仓 |
| TSM | Taiwan Semiconductor M F Sponsored ADR | $474.14万 | 0.50% | 9,928 | -12,267 | -55.3% | -$585.84万 | 减仓 |
| AMD | Advanced Micro Device In | $559.24万 | 0.59% | 9,627 | -3,704 | -27.8% | -$215.17万 | 减仓 |
| DISV | Dimensional Intern Small Cap VL ETF | $653.22万 | 0.69% | 162,777 | -97,541 | -37.5% | -$391.43万 | 减仓 |
| — | Dimensional U S Core Equity 2 ETF | $658.49万 | 0.69% | 148,441 | -942 | -0.6% | -$4.18万 | 减仓 |
| SPY | SPDR S&P 500 ETF IV | $681.17万 | 0.72% | 9,122 | -1,158 | -11.3% | -$86.47万 | 减仓 |
| MSFT | Microsoft Corp | $736.16万 | 0.77% | 19,735 | -8,595 | -30.3% | -$320.61万 | 减仓 |
| DFUV | DFA Dimensional US Marketwide Value ETF | $739.35万 | 0.78% | 134,402 | -1,009 | -0.7% | -$5.55万 | 减仓 |
| NVDA | Nvidia Corp | $1,544.00万 | 1.62% | 77,166 | -34,140 | -30.7% | -$683.10万 | 减仓 |
| DFSE | Dimensional Emg Mkts Sustainability Core 1 ETF | $1,553.43万 | 1.63% | 317,897 | -22,541 | -6.6% | -$110.15万 | 减仓 |
| AAPL | Apple Inc | $1,758.24万 | 1.85% | 60,763 | -14,475 | -19.2% | -$418.85万 | 减仓 |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | $2,648.12万 | 2.78% | 624,064 | 16,197 | 2.7% | $68.73万 | 加仓 |
| DFSI | Dimensional Intl Sustainability Core 1 ETF | $2,729.54万 | 2.87% | 605,285 | 19,181 | 3.3% | $86.50万 | 加仓 |
| NUMV | Nuveen ESG Mid-Cap Value ETF | $4,727.35万 | 4.97% | 1,086,988 | 74,293 | 7.3% | $323.10万 | 加仓 |
| DFSU | Dimensional US Sustainability Core 1 ETF | $6,063.27万 | 6.37% | 1,300,763 | 19,051 | 1.5% | $88.80万 | 加仓 |
| JSTC | Adasina Social Justice All Cap Global ETF | $6,735.03万 | 7.08% | 2,943,646 | 57,974 | 2.0% | $132.64万 | 加仓 |
| — | Dimensional U S Targeted Value ETF | $7,159.11万 | 7.52% | 1,024,195 | -332,924 | -24.5% | -$2,327.13万 | 减仓 |
| NUSC | Nuveen ESG Small-Cap ETF | $8,062.62万 | 8.47% | 1,546,982 | 112,553 | 7.8% | $586.61万 | 加仓 |
| VGSR | Vert Global Sustainable Real Estate ETF | $1.26亿 | 13.24% | 11,063,945 | -1,594,369 | -12.6% | -$1,815.40万 | 减仓 |
| DFSB | DFA Dimensional Glbl Sustainability Fx Inc ETF | $1.50亿 | 15.79% | 2,882,992 | 272,811 | 10.5% | $1,421.64万 | 加仓 |