13FBOX
Abundance Wealth Counselors · 13F 持仓分析
期权收益计算器 机构排行

Abundance Wealth Counselors

No.2103 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$15.40亿
环比变动 Q1 2026
+$8.43亿+120.9%
持仓股票数
314
新买入
92
加仓
189
减仓
24
清仓
21
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
17.72%20.3%$2.73亿36.4万股$1.42亿21.7万股+14.8万股+68.25%加仓
PPURECYCLE TECHNOLOGIESPCT
13.33%6.35%$2.05亿2,531.3万股$4,430.5万853.7万股+1,677.6万股+196.52%加仓
B贝莱德ETF信托BAI
6.64%5.27%$1.02亿193.9万股$3,671.3万111.4万股+82.5万股+74.06%加仓
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
5.11%5.03%$7,867.3万103.4万股$3,508.1万51.2万股+52.1万股+101.75%加仓
AABRDN BLOOMBERGBCI
4.45%5.54%$6,854.9万306.8万股$3,866.1万159.2万股+147.7万股+92.79%加仓
EEA SERIES TRUSTTBG
3.71%4.6%$5,716.0万156.8万股$3,210.4万92.1万股+64.7万股+70.23%加仓
IiShares安硕信托IEFA
3.02%3.37%$4,646.0万48.1万股$2,346.3万25.9万股+22.2万股+85.61%加仓
苹果AAPL
2.1%2.25%$3,237.7万11.2万股$1,570.0万6.2万股+5.0万股+80.87%加仓
英伟达NVDA
2.04%2.2%$3,136.7万15.9万股$1,531.4万8.9万股+7.0万股+78.78%加仓
IiShares安硕信托GVI
1.82%1.89%$2,800.9万26.3万股$1,319.0万12.4万股+13.9万股+112.41%加仓
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
1.59%1.71%$2,443.0万50.6万股$1,193.7万24.6万股+26.0万股+105.55%加仓
谷歌AGOOGL
1.39%1.37%$2,143.3万6.0万股$951.7万3.3万股+2.7万股+81.21%加仓
IiShares安硕信托IQLT
1.27%1.45%$1,954.5万39.4万股$1,014.4万21.9万股+17.5万股+79.76%加仓
微软MSFT
1.07%1.33%$1,643.1万4.4万股$929.9万2.5万股+1.9万股+75.34%加仓
Meta平台META
0.96%1.22%$1,482.7万3.3万股$851.2万1.8万股+1.5万股+83.34%加仓
G通用动力VTI
0.95%1.05%$1,463.9万4.0万股$733.3万2.3万股+1.7万股+73.08%加仓
I景顺交易所交易基金信托RSP
0.93%0.89%$1,439.8万6.8万股$618.5万3.2万股+3.5万股+109.98%加仓
亚马逊AMZN
0.83%0.89%$1,285.7万5.4万股$617.7万3.0万股+2.4万股+81.87%加仓
IiShares安硕·COREIJH
0.75%0.87%$1,149.3万14.9万股$608.4万9.0万股+5.9万股+65.42%加仓
博通AVGO
0.71%0.75%$1,100.3万2.9万股$521.5万1.7万股+1.2万股+72.89%加仓
泛林集团LRCX
0.64%0.41%$991.1万2.3万股$286.6万1.3万股+9,459股+70.53%加仓
IiShares安硕·RUSSELLIWM
0.57%0.63%$874.1万2.9万股$441.0万1.8万股+1.1万股+63.60%加仓
摩根大通JPM
0.54%0.6%$829.7万2.5万股$416.8万1.4万股+1.1万股+78.88%加仓
IINNVENTURE INC COMINV
0.52%0.44%$794.1万156.6万股$306.1万78.3万股+78.3万股+100.06%加仓
艾伯维ABBV
0.5%0.48%$764.2万3.0万股$338.1万1.6万股+1.5万股+95.37%加仓
IiShares安硕·COREIJR
0.49%0.58%$756.8万5.1万股$402.6万3.2万股+1.9万股+57.56%加仓
IiShares安硕信托IXUS
0.48%0.49%$741.7万7.8万股$338.7万3.9万股+3.9万股+98.81%加仓
美光科技MU
0.47%0.09%$716.5万6,207股$64.3万1,902股+4,305股+226.34%加仓
思科CSCO
0.42%0.35%$646.8万5.5万股$241.0万3.1万股+2.4万股+77.26%加仓
VertivVRT
0.42%0.39%$643.9万1.9万股$271.8万1.1万股+8,382股+77.27%加仓
Host酒店HST
0.42%0.38%$641.9万27.1万股$267.9万14.0万股+13.1万股+93.63%加仓
FFIDELITY LOW VOLATILITY FACTOR ETFFDLO
0.4%0.58%$621.9万9.1万股$404.7万6.3万股+2.8万股+45.24%加仓
VisaV
0.39%0.4%$602.6万1.8万股$278.4万9,211股+8,353股+90.69%加仓
慧与HPEHPE
0.39%0.25%$601.5万13.3万股$171.5万7.2万股+6.1万股+85.14%加仓
强生JNJ
0.38%0.45%$585.8万2.3万股$312.9万1.3万股+1.0万股+80.22%加仓
E爱克斯龙EXC
0.37%0.43%$563.3万12.1万股$300.7万6.1万股+5.9万股+96.96%加仓
MCKESSON COMMCK
0.36%0.5%$550.2万7,282股$346.1万3,999股+3,283股+82.10%加仓
威瑞森VZ
0.36%0.49%$549.5万13.0万股$340.4万6.8万股+6.2万股+91.38%加仓
AMGEN COMAMGN
0.35%0.39%$539.9万1.5万股$268.9万7,644股+7,267股+95.07%加仓
百时美施贵宝BMY
0.34%0.45%$529.0万9.2万股$310.6万5.1万股+4.1万股+79.29%加仓
雪佛龙CVX
0.33%0.48%$512.2万3.1万股$336.2万1.6万股+1.5万股+90.17%加仓
诺华NVS
0.33%0.37%$504.8万3.2万股$256.6万1.7万股+1.5万股+91.79%加仓
万豪MAR
0.32%0.32%$494.2万1.3万股$224.5万6,863股+6,473股+94.32%加仓
礼来LLY
0.31%0.29%$483.0万4,027股$205.0万2,229股+1,798股+80.66%加仓
特斯拉TSLA
0.31%0.36%$483.0万1.1万股$249.2万6,704股+4,779股+71.29%加仓
IIBMIBM
0.31%0.3%$474.0万1.7万股$212.6万8,770股+8,084股+92.18%加仓
SSPDR标普500 ETFSPY
0.3%0.33%$466.6万6,249股$233.5万3,591股+2,658股+74.02%加仓
福特F
0.29%0.26%$453.4万32.6万股$183.7万15.9万股+16.7万股+104.90%加仓
QUANTA SVCSPWR
0.29%0.28%$452.5万6,285股$196.9万3,586股+2,699股+75.26%加仓
迪尔DE
0.28%0.3%$435.8万6,871股$207.1万3,676股+3,195股+86.92%加仓

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