Abacus Wealth Partners, LLC
SANTA MONICA CA · SEC CIK 0001978011
$10.95亿2026Q1 申报市值
504持仓数
61.7%前十大占比 · 第一大 12.3%
59 / 62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
FIGR 新建仓+$6,523.89万
DFSB 加仓+$927.55万
VGSR 加仓+$254.12万
BRK/A 新建仓+$215.44万
DFSU 加仓+$158.25万
2026Q1 卖出最多 按季末市值估算
Forge Global HLD 清仓-$280.09万
AZN 清仓-$116.16万
Telefonica S A F 清仓-$88.13万
DISV 减仓-$71.09万
AEM 减仓-$62.87万
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 |
|---|---|---|---|---|---|---|---|---|
| DFSB | DFA Dimensional Glbl Sustainability Fx Inc ETF | $1.35亿 | 12.33% | 2,610,181 | 179,261 | 7.4% | $927.55万 | 加仓 |
| VGSR | Vert Global Sustainable Real Estate ETF | $1.31亿 | 11.94% | 12,658,314 | 246,027 | 2.0% | $254.12万 | 加仓 |
| — | Dimensional U S Targeted Value ETF | $8,475.21万 | 7.74% | 1,357,119 | -9,762 | -0.7% | -$60.96万 | 减仓 |
| FIGR | Figure Technology Soluti Class A | $6,523.89万 | 5.96% | 1,921,617 | 1,921,617 | — | $6,523.89万 | 新建仓 |
| NUSC | Nuveen ESG Small-Cap ETF | $6,460.02万 | 5.90% | 1,434,429 | 28,654 | 2.0% | $129.04万 | 加仓 |
| JSTC | Adasina Social Justice All Cap Global ETF | $5,624.17万 | 5.13% | 2,885,672 | 81,132 | 2.9% | $158.13万 | 加仓 |
| DFSU | Dimensional US Sustainability Core 1 ETF | $5,266.56万 | 4.81% | 1,281,712 | 38,512 | 3.1% | $158.25万 | 加仓 |
| NUMV | Nuveen ESG Mid-Cap Value ETF | $3,924.86万 | 3.58% | 1,012,695 | 24,325 | 2.5% | $94.28万 | 加仓 |
| DFSI | Dimensional Intl Sustainability Core 1 ETF | $2,485.08万 | 2.27% | 586,104 | 3,478 | 0.6% | $14.75万 | 加仓 |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | $2,230.86万 | 2.04% | 607,867 | 1,258 | 0.2% | $4.62万 | 加仓 |
| NVDA | Nvidia Corp | $1,941.18万 | 1.77% | 111,306 | -2,165 | -1.9% | -$37.76万 | 减仓 |
| AAPL | Apple Inc | $1,909.46万 | 1.74% | 75,238 | 6,085 | 8.8% | $154.43万 | 加仓 |
| DFSE | Dimensional Emg Mkts Sustainability Core 1 ETF | $1,442.43万 | 1.32% | 340,438 | -1,033 | -0.3% | -$4.38万 | 减仓 |
| MSFT | Microsoft Corp | $1,048.70万 | 0.96% | 28,330 | -461 | -1.6% | -$17.06万 | 减仓 |
| DISV | Dimensional Intern Small Cap VL ETF | $1,026.69万 | 0.94% | 260,318 | -18,026 | -6.5% | -$71.09万 | 减仓 |
| TSM | Taiwan Semiconductor M F Sponsored ADR | $750.08万 | 0.68% | 22,195 | -489 | -2.2% | -$16.53万 | 减仓 |
| SPY | SPDR S&P 500 ETF IV | $668.51万 | 0.61% | 10,280 | 2,160 | 26.6% | $140.47万 | 加仓 |
| DFUV | DFA Dimensional US Marketwide Value ETF | $656.20万 | 0.60% | 135,411 | 10,781 | 8.7% | $52.24万 | 加仓 |
| — | Dimensional U S Core Equity 2 ETF | $580.50万 | 0.53% | 149,383 | -826 | -0.5% | -$3.21万 | 减仓 |
| GOOGL | Alphabet Inc Class A | $509.17万 | 0.46% | 17,707 | 159 | 0.9% | $4.57万 | 加仓 |
| JNJ | Johnson & Johnson | $495.41万 | 0.45% | 20,267 | 629 | 3.2% | $15.38万 | 加仓 |
| AMZN | Amazon.Com Inc | $457.22万 | 0.42% | 21,953 | -524 | -2.3% | -$10.91万 | 减仓 |
| WPM | Wheaton Precious Metal F | $412.49万 | 0.38% | 31,485 | -538 | -1.7% | -$7.05万 | 减仓 |
| GOOG | Alphabet Inc Class C | $343.96万 | 0.31% | 11,990 | -62 | -0.5% | -$1.78万 | 减仓 |
| ORCL | Oracle Corp | $341.47万 | 0.31% | 23,212 | -270 | -1.1% | -$3.97万 | 减仓 |
| AVGO | Broadcom Inc | $335.17万 | 0.31% | 10,829 | 502 | 4.9% | $15.54万 | 加仓 |
| DFUS | DFA Dimensional US Equity Market ETF | $302.94万 | 0.28% | 42,722 | 14,981 | 54.0% | $106.23万 | 加仓 |
| BRK/B | Berkshire Hathaway Class B | $297.34万 | 0.27% | 6,205 | 2,103 | 51.3% | $100.78万 | 加仓 |
| KB | KB Finl Group Inc F Sponsored ADR | $288.33万 | 0.26% | 28,911 | 152 | 0.5% | $1.52万 | 加仓 |
| META | Meta Platforms Inc Class A | $287.27万 | 0.26% | 5,021 | 65 | 1.3% | $3.72万 | 加仓 |
| ABBV | Abbvie Inc | $281.89万 | 0.26% | 12,961 | 171 | 1.3% | $3.72万 | 加仓 |
| NVS | Novartis AG F Sponsored ADR | $280.60万 | 0.26% | 18,370 | 276 | 1.5% | $4.22万 | 加仓 |
| SPUS | Tidal ETF TR SP FDS (S&P 500) | $276.02万 | 0.25% | 57,313 | 890 | 1.6% | $4.29万 | 加仓 |
| AMD | Advanced Micro Device In | $271.19万 | 0.25% | 13,331 | -55 | -0.4% | -$1.12万 | 减仓 |
| AMAL | Amalgamated Finl Corp | $269.40万 | 0.25% | 69,309 | 3,743 | 5.7% | $14.55万 | 加仓 |
| TSLA | Tesla Inc | $254.39万 | 0.23% | 6,843 | -7 | -0.1% | -$2,602 | 减仓 |
| LLY | Eli Lilly And Co | $248.43万 | 0.23% | 2,701 | -7 | -0.3% | -$6,438 | 减仓 |
| WF | Woori Finl Group Inc F Unsponsored ADR | $232.88万 | 0.21% | 34,967 | -1,978 | -5.4% | -$13.17万 | 减仓 |
| JPM | JPMorgan Chase & Co | $232.39万 | 0.21% | 7,900 | -190 | -2.3% | -$5.59万 | 减仓 |
| ASML | Asml HLDG N V F Sponsored ADR | $218.60万 | 0.20% | 1,655 | -17 | -1.0% | -$2.25万 | 减仓 |
| BRK/A | Berkshire Hathaway I A | $215.44万 | 0.20% | 3 | 3 | — | $215.44万 | 新建仓 |
| HIG | Hartford Finl SVCS Group | $198.42万 | 0.18% | 14,673 | 368 | 2.6% | $4.98万 | 加仓 |
| TIMB | Tim SA ADR F Sponsored ADR | $195.91万 | 0.18% | 73,957 | 729 | 1.0% | $1.93万 | 加仓 |
| MRK | Merck & Co. Inc. | $190.41万 | 0.17% | 15,829 | 792 | 5.3% | $9.53万 | 加仓 |
| CSCO | Cisco SYS Inc | $183.39万 | 0.17% | 23,636 | 4,705 | 24.9% | $36.51万 | 加仓 |
| GILD | Gilead Sciences Inc | $181.75万 | 0.17% | 13,041 | 555 | 4.4% | $7.74万 | 加仓 |
| NXT | Nextracker Inc Class A | $181.03万 | 0.17% | 15,017 | 1,047 | 7.5% | $12.62万 | 加仓 |
| COST | Costco WHSL Corp New | $180.35万 | 0.16% | 1,810 | 13 | 0.7% | $1.30万 | 加仓 |
| CBRE | Cbre Group Inc Class A | $177.05万 | 0.16% | 13,070 | -284 | -2.1% | -$3.85万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $174.87万 | 0.16% | 2,926 | 1,855 | 173.2% | $110.86万 | 加仓 |
| BMI | Badger Meter Inc | $174.08万 | 0.16% | 11,426 | 1,221 | 12.0% | $18.60万 | 加仓 |
| XYL | Xylem Inc | $173.73万 | 0.16% | 14,538 | 2,323 | 19.0% | $27.76万 | 加仓 |
| AEM | Agnico Eagle Mines LTD F | $171.24万 | 0.16% | 8,436 | -3,097 | -26.9% | -$62.87万 | 减仓 |
| BIV | Vanguard Intermediate Term Bond ETF | $171.10万 | 0.16% | 22,169 | 820 | 3.8% | $6.33万 | 加仓 |
| AMAT | Applied Matls Inc | $170.76万 | 0.16% | 4,996 | 384 | 8.3% | $13.13万 | 加仓 |
| ABT | Abbott Labs | $169.56万 | 0.15% | 16,515 | -1,254 | -7.1% | -$12.87万 | 减仓 |
| BIIB | Biogen Inc | $167.80万 | 0.15% | 9,153 | 385 | 4.4% | $7.06万 | 加仓 |
| CRM | Salesforce Inc | $154.44万 | 0.14% | 8,274 | 689 | 9.1% | $12.86万 | 加仓 |
| MS | Morgan Stanley | $152.87万 | 0.14% | 9,289 | -1,254 | -11.9% | -$20.64万 | 减仓 |
| BNY | Bank New York Mellon Cor | $151.28万 | 0.14% | 12,752 | 586 | 4.8% | $6.95万 | 加仓 |
| VZ | Verizon Communications I | $151.13万 | 0.14% | 30,105 | 4,493 | 17.5% | $22.55万 | 加仓 |
| — | Taylor Morrison Home Cor | $150.98万 | 0.14% | 25,923 | -1,614 | -5.9% | -$9.40万 | 减仓 |
| BNS | Bank Nova Scotia F | $147.76万 | 0.13% | 21,318 | -3,915 | -15.5% | -$27.13万 | 减仓 |
| UBS | UBS Group AG F | $146.00万 | 0.13% | 37,369 | -7,167 | -16.1% | -$28.00万 | 减仓 |
| PAC | Grupo Aeroportuario De F Sponsored ADR | $145.28万 | 0.13% | 5,910 | 40 | 0.7% | $9,833 | 加仓 |
| OMC | Omnicom Group Inc | $144.73万 | 0.13% | 19,218 | -2,477 | -11.4% | -$18.65万 | 减仓 |
| CIB | Grupo Cibest SA Spon | $142.49万 | 0.13% | 19,570 | 989 | 5.3% | $7.20万 | 加仓 |
| DFSD | Dimensional SHRT DRT FXD Incm ETF | $142.28万 | 0.13% | 29,715 | 550 | 1.9% | $2.63万 | 加仓 |
| MTH | Meritage Homes Corp | $141.43万 | 0.13% | 22,870 | -5,706 | -20.0% | -$35.29万 | 减仓 |
| JCI | Johnson Controls Inter F | $136.14万 | 0.12% | 10,396 | 96 | 0.9% | $1.26万 | 加仓 |
| SPGI | S&P Global Inc | $135.44万 | 0.12% | 3,184 | -498 | -13.5% | -$21.18万 | 减仓 |
| ORA | Ormat Technologies Inc | $135.01万 | 0.12% | 12,063 | -988 | -7.6% | -$11.06万 | 减仓 |
| ETN | Eaton Corp PLC F | $132.09万 | 0.12% | 3,693 | -77 | -2.0% | -$2.75万 | 减仓 |
| STT | State STR Corp | $131.20万 | 0.12% | 10,367 | -157 | -1.5% | -$1.99万 | 减仓 |
| LQD | iShares iBoxx Invt Grade Bond ETF IV | $131.05万 | 0.12% | 12,024 | 0 | 0.0% | — | 不变 |
| KBH | KB Home | $130.30万 | 0.12% | 25,178 | 2,675 | 11.9% | $13.84万 | 加仓 |
| DELL | Dell Technologies Inc Class C | $129.66万 | 0.12% | 7,900 | 1,110 | 16.3% | $18.22万 | 加仓 |
| ASX | Ase Technology HLDG Co F Unsponsored ADR | $128.94万 | 0.12% | 59,475 | 3,611 | 6.5% | $7.83万 | 加仓 |
| AZN | Astrazeneca PLC Ord | $128.35万 | 0.12% | 6,508 | 6,508 | — | $128.35万 | 新建仓 |
| ING | ING Groep ADR Rep 1 Or F Sponsored ADR | $127.40万 | 0.12% | 48,905 | -306 | -0.6% | -$7,971 | 减仓 |
| HSBC | HSBC HLDGS PLC F Sponsored ADR | $125.24万 | 0.11% | 15,183 | -31 | -0.2% | -$2,557 | 减仓 |
| BMO | Bank Montreal Que F | $124.54万 | 0.11% | 9,202 | 81 | 0.9% | $1.10万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $124.50万 | 0.11% | 5,789 | -310 | -5.1% | -$6.67万 | 减仓 |
| MA | Mastercard Inc Class A | $124.02万 | 0.11% | 2,482 | -143 | -5.4% | -$7.15万 | 减仓 |
| SHG | Shinhan Finl Group Co F Sponsored ADR | $123.42万 | 0.11% | 20,127 | 944 | 4.9% | $5.79万 | 加仓 |
| SMFG | Sumitomo Mitsui Finl G F Unsponsored ADR | $121.72万 | 0.11% | 61,630 | -594 | -1.0% | -$1.17万 | 减仓 |
| VIV | Telefonica Brasil S. ADR | $118.45万 | 0.11% | 74,452 | -14,150 | -16.0% | -$22.51万 | 减仓 |
| VUG | Vanguard Growth ETF | $115.36万 | 0.11% | 2,641 | 479 | 22.2% | $20.92万 | 加仓 |
| FTI | Technipfmc PLC F | $114.87万 | 0.10% | 16,617 | 225 | 1.4% | $1.56万 | 加仓 |
| PFE | Pfizer Inc | $113.96万 | 0.10% | 40,584 | 6,292 | 18.3% | $17.67万 | 加仓 |
| GS | Goldman Sachs Group Inc | $112.77万 | 0.10% | 1,333 | 72 | 5.7% | $6.09万 | 加仓 |
| CI | The CIGNA Group | $112.62万 | 0.10% | 4,222 | -242 | -5.4% | -$6.46万 | 减仓 |
| CLS | 1448917 | $110.59万 | 0.10% | 3,926 | -34 | -0.9% | -$9,577 | 减仓 |
| RDY | DR Reddys Labs LTD F Sponsored ADR | $110.45万 | 0.10% | 79,747 | 740 | 0.9% | $1.02万 | 加仓 |
| V | Visa Inc Class A | $107.60万 | 0.10% | 3,560 | -436 | -10.9% | -$13.18万 | 减仓 |
| TM | Toyota MTR Corp F Sponsored ADR | $105.62万 | 0.10% | 5,125 | 745 | 17.0% | $15.35万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $104.63万 | 0.10% | 16,329 | 427 | 2.7% | $2.74万 | 加仓 |
| BKR | Baker Hughes Co. Class A | $104.43万 | 0.10% | 17,106 | 189 | 1.1% | $1.15万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $101.19万 | 0.09% | 3,154 | 225 | 7.7% | $7.22万 | 加仓 |
| PWR | Quanta SVCS Inc | $98.96万 | 0.09% | 1,802 | 42 | 2.4% | $2.31万 | 加仓 |